HomeMy WebLinkAbout06 - Proposed Assessment District Nos. 111, 116 and 116B - Areas Adjacent to Balboa Boulevard between Coast Highway and 23rd StreetPO CITY OF
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City Council Staff Report
November 10, 2015
Agenda Item No. 6
TO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: David A. Webb, Public Works Director - 949-644-3311,
dawebb@newportbeachca.gov
PREPARED BY: Michael J. Sinacori, Assistant City Engineer
PHONE: 949-644-3342
TITLE: Proposed Assessment District Nos. 111, 116 and 116B - Areas
Adjacent to Balboa Boulevard between Coast Highway and 23rd
Street
ABSTRACT:
Property owners on the east side and west side of Balboa Boulevard between 23rd and
West Coast Highway have submitted Petitions requesting formation of underground
utility assessment districts to be done in concert with the City's Balboa 20a
undergrounding efforts. The City Council certified the Petition for AD -116 bounded by
44th and 38th Streets on the east side of Balboa on July 14, 2015. The City Council
certified the Petitions for AD -111 and AD -116B on October 13, 2015. AD -111 is
bounded by 31 stth Street, Ocean Front, 23rd Street and Newport Boulevard and AD -116
is bounded by 45th and 47th Streets between Channel Park and Seashore Drive. City
Council is asked to approve the Assessment Engineer's Report, declare its intention to
levy assessments and issue bonds to finance the undergrounding, and setting January
12, 2016, as the time and place of a Public Hearing on for AD -111, 116, and 116B.
RECOMMENDATION:
a) Adopt Resolution No. 2015-93, A Resolution of the City Council of the City of
Newport Beach, California, Preliminarily Approving the Assessment Engineer's
Report and Fixing the Time and Place of the Public Hearing for Assessment
District No. 111;
b) Adopt Resolution No. 2015-94, A Resolution of the City Council of the City of
Newport Beach, California, Preliminarily Approving the Assessment Engineer's
Report and Fixing the Time and Place of the Public Hearing for Assessment
District No. 116;
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Proposed Assessment District Nos. 111, 116 and 116B - Areas Adjacent to Balboa
Boulevard between Coast Highway and 23rd Street
November 10, 2015
Page 2
c) Adopt Resolution No. 2015-95, A Resolution of the City Council of the City of
Newport Beach, California, Preliminarily Approving the Assessment Engineer's
Report and Fixing the Time and Place of the Public Hearing for Assessment
District No. 116B;
d) Adopt Resolution No. 2015-96, A Resolution of the City Council of the City of
Newport Beach, California, Declaring its Intention to take Proceedings Pursuant
to the Municipal Improvement Act of 1913 and to Issue Bonds Pursuant to the
Improvement Bond Act of 1915, and Make Certain Findings and Determinations
in Connection therewith, all Relating to the Formation of Assessment District No.
111;
e) Adopt Resolution No. 2015-97, A Resolution of the City Council of the City of
Newport Beach, California, Declaring its Intention to take Proceedings Pursuant
to the Municipal Improvement Act of 1913 and to Issue Bonds Pursuant to the
Improvement Bond Act of 1915, and Make Certain Findings and Determinations
in Connection therewith, all Relating to the Formation of Assessment District No.
116;
f) Adopt Resolution No. 2015-98, A Resolution of the City Council of the City of
Newport Beach, California, Declaring its Intention to take Proceedings Pursuant
to the Municipal Improvement Act of 1913 and to Issue Bonds Pursuant to the
Improvement Bond Act of 1915, and Make Certain Findings and Determinations
in Connection therewith, all Relating to the Formation of Assessment District No.
116B; and
g) Per City Council Policy L-28 (Assessment Ballot Guidelines), determine that the
City will not participate in the AD -116B balloting process for the Channel Park
property by neither voting for nor against the assessment.
FUNDING REQUIREMENTS:
Funds will be provided by property owner contributions and/or bond proceeds if the
assessment district is approved. If AD -116B is formed, the City will be responsible for
the estimated assessments for Channel Park ($82,105.84).
To proceed to the property owner vote for these three assessment districts there is no
new fiscal impact. Based on Council input last fiscal year, an $87,000 Professional
Services Agreement with Harris and Associates was executed to complete the
Engineer's Reports, prepare assessment ballots and attend the public hearings for the
property owners to consider undergrounding for the AD -111 and AD -116B districts.
Approximately $60,000 of these appropriated funds has been expended to date.
Sufficient funds remain to complete the property owner balloting. In addition, the
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Proposed Assessment District Nos. 111, 116 and 116B - Areas Adjacent to Balboa
Boulevard between Coast Highway and 23rd Street
November 10, 2015
Page 3
Professional Services Agreement with Harris and Associates was amended to add
$25,000 to complete the assessment engineering for AD -116. No further funds are
needed for the preparation of assessment ballots or for the public hearings for these
districts.
If the districts are not successful in formation, the General Funds utilized for the
preparation of the Engineer's Reports and balloting efforts would not be recovered from
the proposed district property owners.
DISCUSSION:
Owners of property located in Proposed Assessment Districts submitted petitions to the
City requesting the formation of a special assessment district to underground overhead
utilities. On June 5, 2015, the assessment engineer certified that owners representing
more than 60 percent of the assessable property area within AD -116 had signed a
petition for undergrounding overhead utilities. On June 18, 2015, the assessment
engineer certified that owners representing more than 50 percent of the assessable
property area within AD -116B had signed a petition for undergrounding overhead
utilities. On June 23, 2015, the assessment engineer certified that owners representing
more than 50 percent of the assessable property area AD -111 had signed a petition for
undergrounding overhead utilities. On July 14, 2015, the City Council approved
Resolution No. 2015-60 certifying the Petition for AD -116 and on October 13, 2015, the
City Council approved Resolution Nos. 2015-81, and 2015-82 certifying the Petitions for
AD -111 and AD -116B.
The AD -111, 116 and 116B Assessment Districts are being proposed for the conversion
of existing overhead utilities to underground locations. The property owners within the
boundary of the proposed Assessment Districts will bear the cost of the improvements
and their associated proceedings.
All three Districts are adjacent to the City's Balboa Boulevard 20a undergrounding
project that extends from West Coast Highway to 23rd Street. In order to finalize the
20a design, the undergrounding boundaries of adjacent areas must be understood by
Edison. Prior to combining the design efforts and to guarantee commitment from the
AD -111, 116 and 116B property owners City staff recommends a property owner vote
prior to expending additional design efforts on the 20a project or advancing design costs
for the AD -111, 116 and 116B projects.
The Municipal Improvement Act of 1913 governs the procedures used to create the
Assessment District. Bonds issued under the Improvement Bond Act of 1915 carry up to
a 40 -year term and are issued to finance assessments not paid in cash within 30 days
after confirmation of the assessment. Staff is recommending a 20 -year term for this
District.
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Proposed Assessment District Nos. 111, 116 and 116B - Areas Adjacent to Balboa
Boulevard between Coast Highway and 23rd Street
November 10, 2015
Page 4
Federal Income Tax Component of Contribution Tax (ITCC) has been eliminated
pursuant to Council direction. The ITCC is a tax assessed whenever private party
contributions in aid of construction (CIAC) are made. To date, underground utility
districts have not been assessed this tax as underground utility districts are viewed as
providing public benefit by increasing community aesthetics and public safety.
If following the public hearing and balloting, AD -111, 116 and 116B are formed; an
assessment lien would be recorded on the title of properties included in the Districts.
Therefore, a cash collection period would take place to provide property owners with an
opportunity to remove the assessment lien. A second cash collection period is also
anticipated prior to the bond sale, which is anticipated to occur prior to construction and
after design is complete.
The total assessment for Proposed Assessment District Nos. 111, 116 and 116B are
estimated as follows:
Proposed Assessment District No. 111
ITEM
COST
Cost of Design and Construction
$2,845,700.00
Incidental Costs and Expenses
$340,300.00
Financing (Bond) Costs
$249,000.00
Estimated Total Cost:
$3,435,000.00
Proposed Assessment District No. 116
ITEM
COST
Cost of Design and Construction
$1,563,100.00
Incidental Costs and Expenses
$222,900.00
Financing (Bond) Costs
$139,000.00
Estimated Total Cost:
$1,925,000.00
Proposed Assessment District No. 116B
ITEM
COST
Cost of Design and Construction
$711,000.00
Incidental Costs and Expenses
$188,700.00
Financing (Bond) Costs
$70,300.00
Estimated Total Cost:
$970,000.00
In addition to the payment of the assessment, each property owner will be responsible
for the costs of connecting the main service conduit in the public right-of-way to the
property owner's home or business. The cost to the property owner for this conversion
varies depending on the condition and location of the current electrical service. Each
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Proposed Assessment District Nos. 111, 116 and 116B - Areas Adjacent to Balboa
Boulevard between Coast Highway and 23rd Street
November 10, 2015
Page 5
property owner is encouraged to contact a licensed electrical contractor to assess the
particular property needs.
The following is a tentative schedule for proposed Assessment District Nos. 111, 116
and 116B:
Resolution of Intention
November 10, 2015
Public Hearing
January 12, 2016
Tentative Bond Sale Period
May/June 2017
Public utilities commence work
September 2017
Property owners notified to install service
connections
September 2018
Property owners complete conversions
June 2019
Public utilities begin to remove overhead
structures
July 2019
Public utilities finish removing poles and
overhead structures
December 2019
The assessment engineer used a lot size methodology to apportion assessments within
each district considering that all properties are receiving the same safety, connection
and aesthetic benefit. The special benefits from undergrounding the overhead utilities
were defined as follows:
• Improved Aesthetics Benefit. This benefit relates to the improved aesthetics of
the streetscape due to the removal of overhead wires and utility poles. The
removal of guy wires and other support structures related to the overhead
facilities are included in the definition of improved aesthetics.
• Additional Safety Benefit. This benefit relates to the additional safety of having
the overhead distribution wires placed underground and having the power poles
removed, which eliminates the threat of downed utility lines and poles due to
wind, rain and other unforeseeable events. Falling facilities can lead to personal
injuries and damage to structures, including fire. Properties immediately adjacent
to the facilities usually have a greater risk. Furthermore, in compact communities
like these along Balboa Boulevard, the negative effects of falling lines and poles
are more widespread including blocked driveways and alleys, and property
damage.
• Connection Benefit. This benefit relates to the enhanced reliability of service from
the underground utilities, due to new wires and equipment underground, reducing
the threat of service interruption from downed lines. When compared to overhead
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Proposed Assessment District Nos. 111, 116 and 116B - Areas Adjacent to Balboa
Boulevard between Coast Highway and 23rd Street
November 10, 2015
Page 6
systems, fewer outages occur due to acts of nature, traffic collisions and
obstructions (such as trees).
The following is a summary of properties with unique considerations:
Assessment District No. 111: Assessment Nos. 14 & 15. The poles, wires and guy wires
to be undergrounded do not front these properties, or access thereto, and do not
provide significant aesthetic benefits to these properties. Therefore, these properties are
assigned zero (0) aesthetic benefits.
Ballot Tabulation Procedures:
All assessment ballots submitted to the City Clerk prior to the close of the public hearing
recommended to be set for January 12, 2016, will be tabulated per the ballot tabulation
procedures directed by City Council Policy L-28.
ENVIRONMENTAL REVIEW:
Staff recommends the City Council find this project exempt from the California
Environmental Quality Act ("CEQA") pursuant to Section 15302 (replacement of existing
facilities involving negligible expansion of capacity) of the CEQA Guidelines, California
Code of Regulations, Title 14, Chapter 3, because it has no potential to have a
significant effect on the environment.
NOTICING:
The agenda item has been noticed according to the Brown Act (72 hours in advance of
the meeting at which the City Council considers the item). In addition, the property
owners of the proposed assessment district will receive notice of the Public Hearing a
minimum of 45 days before the scheduled date along with their balloting information
package.
ATTACHMENTS:
Attachment A — A Resolution of the City Council of the City of Newport Beach Approving
the Assessment Engineer's Report and Fixing the Time and Place of the Public Hearing
for Assessment District No. 111
Attachment B — A Resolution of the City Council of the City of Newport Beach Approving
the Assessment Engineer's Report and Fixing the Time and Place of the Public Hearing
for Assessment District No. 116
Proposed Assessment District Nos. 111, 116 and 116B - Areas Adjacent to Balboa
Boulevard between Coast Highway and 23rd Street
November 10, 2015
Page 7
Attachment C — A Resolution of the City Council of the City of Newport Beach
Approving the Assessment Engineer's Report and Fixing the Time and Place of the
Public Hearing for Assessment District No. 116B
Attachment D — A Resolution of the City Council of the City of Newport Beach,
Declaring its Intention to Take Proceedings Pursuant to the Municipal Improvement Act
of 1913 and to Issue Bonds pursuant to the Improvement Bond Act of 1915, and make
certain findings and determinations in connection therewith, all relating to the formation
of Assessment District No. 111
Attachment E — A Resolution of the City Council of the City of Newport Beach, Declaring
its Intention to Take Proceedings Pursuant to the Municipal Improvement Act of 1913
and to Issue Bonds pursuant to the Improvement Bond Act of 1915, and make certain
findings and determinations in connection therewith, all relating to the formation of
Assessment District No. 116
Attachment F — A Resolution of the City Council of the City of Newport Beach, Declaring
its Intention to Take Proceedings Pursuant to the Municipal Improvement Act of 1913
and to Issue Bonds pursuant to the Improvement Bond Act of 1915, and make certain
findings and determinations in connection therewith, all relating to the formation of
Assessment District No. 116B
Attachment G — Preliminary Engineer's Report for AD 111
Attachment H — Preliminary Engineer's Report for AD 116
Attachment I — Preliminary Engineer's Report for AD 116B
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ATTACHMENT A
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH PRELIMINARILY APPROVING THE
ASSESSMENT ENGINEER'S REPORT AND FIXING THE
TIME AND PLACE OF THE PUBLIC HEARING FOR
ASSESSMENT DISTRICT NO. 111
WHEREAS, by Resolution No. (the "Resolution of Intention") in the proceedings
for the formation of Assessment District No. 111 (the "Assessment District") this City Council
ordered a report (the "Report") prepared by Harris & Associates, Inc. (the "Assessment Engineer")
under and pursuant to the provisions of Article XIIID of the California Constitution ("Article
XIIID") and the Municipal Improvement Act of 1913 (the "1913 Act"), and, in particular,
Section 10204 of the California Streets and Highways Code; and
WHEREAS, the Assessment Engineer has prepared the Report and filed the same with the
City Clerk, and the City Clerk has presented the Report to this City Council for consideration; and
NOW, THEREFORE, the Council of the City of Newport Beach does hereby RESOLVE,
as follows:
1. Approval of Report. The Report is preliminarily approved, and the City Clerk is
directed to endorse the fact and date of such approval on the Report and to file the Report in her
office. The Report shall stand as the report for the purpose of all subsequent proceedings under the
1913 Act and Article XIIID except that it may be conformed, modified, or corrected as provided in
the 1913 Act and Article XIIID.
2. Legal Findings. Pursuant to Section 2961 of the Streets and Highways Code and
based on the information set forth in the Report, this City Council finds that the total amount of the
principal sum of all unpaid special assessments levied against the parcels proposed to be assessed,
other than contemplated by the present proceedings, plus the principal amount of the special
assessment proposed to be levied in the instant proceedings, do not exceed one-half of the total value
of the parcels proposed to be assessed, as computed pursuant to paragraph (2) of subdivision (b) of
Section 2961.
3. Public Hearing. A public hearing shall be held on January 12, 2016 at 7:00 p.m. at
the regular meeting place of the City Council at City Hall Council Chambers, 100 Civic Center
Drive, Newport Beach, California 92660, to hear and consider protests and objections to the
proposed Assessment District and the Report and to receive and count the ballots for and against the
proposed Assessment District.
4. Notice. At least 45 days prior to the public hearing referred to in Section 3 hereof,
the City Clerk shall cause a notice of the adoption of the Resolution of Intention, the filing of the
Report and the setting of time and place for said public meeting and the public hearing referred to in
Section 2 hereof to be mailed, postage prepaid, to all persons owning real property proposed to be
assessed and whose names and addresses appear on the last equalized County of Orange assessment
roll or the State Board of Equalization assessment roll, as the case may be, or who are known to the
City Clerk. Such notice shall conform in all respects to the provisions of Section 53753 of the
California Government Code and Article XIIID, Section 4 of the California Constitution.
5. Resolution Effective Immediately. This Resolution shall take effect immediately
upon its adoption.
ADOPTED, SIGNED AND APPROVED this day of 2015
Mayor of the City of Newport Beach
ATTEST:
City Clerk of the City of Newport Beach
ATTACHMENT B
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH PRELIMINARILY APPROVING THE
ASSESSMENT ENGINEER'S REPORT AND FIXING THE
TIME AND PLACE OF THE PUBLIC HEARING FOR
ASSESSMENT DISTRICT NO. 116
WHEREAS, by Resolution No. (the "Resolution of Intention") in the proceedings
for the formation of Assessment District No. 116 (the "Assessment District") this City Council
ordered a report (the "Report") prepared by Harris & Associates, Inc. (the "Assessment Engineer")
under and pursuant to the provisions of Article XIIID of the California Constitution ("Article
XIIID") and the Municipal Improvement Act of 1913 (the "1913 Act"), and, in particular,
Section 10204 of the California Streets and Highways Code; and
WHEREAS, the Assessment Engineer has prepared the Report and filed the same with the
City Clerk, and the City Clerk has presented the Report to this City Council for consideration; and
NOW, THEREFORE, the Council of the City of Newport Beach does hereby RESOLVE,
as follows:
1. Approval of Report. The Report is preliminarily approved, and the City Clerk is
directed to endorse the fact and date of such approval on the Report and to file the Report in her
office. The Report shall stand as the report for the purpose of all subsequent proceedings under the
1913 Act and Article XIIID except that it may be conformed, modified, or corrected as provided in
the 1913 Act and Article XIIID.
2. Legal Findings. Pursuant to Section 2961 of the Streets and Highways Code and
based on the information set forth in the Report, this City Council finds that the total amount of the
principal sum of all unpaid special assessments levied against the parcels proposed to be assessed,
other than contemplated by the present proceedings, plus the principal amount of the special
assessment proposed to be levied in the instant proceedings, do not exceed one-half of the total value
of the parcels proposed to be assessed, as computed pursuant to paragraph (2) of subdivision (b) of
Section 2961.
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3. Public Hearing. A public hearing shall be held on January 12, 2016 at 7:00 p.m. at
the regular meeting place of the City Council at City Hall Council Chambers, 100 Civic Center
Drive, Newport Beach, California 92660, to hear and consider protests and objections to the
proposed Assessment District and the Report and to receive and count the ballots for and against the
proposed Assessment District.
4. Notice. At least 45 days prior to the public hearing referred to in Section 3 hereof,
the City Clerk shall cause a notice of the adoption of the Resolution of Intention, the filing of the
Report and the setting of time and place for said public meeting and the public hearing referred to in
Section 2 hereof to be mailed, postage prepaid, to all persons owning real property proposed to be
assessed and whose names and addresses appear on the last equalized County of Orange assessment
roll or the State Board of Equalization assessment roll, as the case may be, or who are known to the
City Clerk. Such notice shall conform in all respects to the provisions of Section 53753 of the
California Government Code and Article XIIID, Section 4 of the California Constitution.
5. Resolution Effective Immediately. This Resolution shall take effect immediately
upon its adoption.
ADOPTED, SIGNED AND APPROVED this day of 2015
Mayor of the City of Newport Beach
ATTEST:
City Clerk of the City of Newport Beach
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ATTACHMENT C
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH PRELIMINARILY APPROVING THE
ASSESSMENT ENGINEER'S REPORT AND FIXING THE
TIME AND PLACE OF THE PUBLIC HEARING FOR
ASSESSMENT DISTRICT NO. 116B
WHEREAS, by Resolution No. (the "Resolution of Intention") in the proceedings
for the formation of Assessment District No. 116B (the "Assessment District") this City Council
ordered a report (the "Report") prepared by Harris & Associates, Inc. (the "Assessment Engineer")
under and pursuant to the provisions of Article XIIID of the California Constitution ("Article
XIIID") and the Municipal Improvement Act of 1913 (the "1913 Act"), and, in particular,
Section 10204 of the California Streets and Highways Code; and
WHEREAS, the Assessment Engineer has prepared the Report and filed the same with the
City Clerk, and the City Clerk has presented the Report to this City Council for consideration; and
NOW, THEREFORE, the Council of the City of Newport Beach does hereby RESOLVE,
as follows:
1. Approval of Report. The Report is preliminarily approved, and the City Clerk is
directed to endorse the fact and date of such approval on the Report and to file the Report in her
office. The Report shall stand as the report for the purpose of all subsequent proceedings under the
1913 Act and Article XIIID except that it may be conformed, modified, or corrected as provided in
the 1913 Act and Article XIIID.
2. Legal Findings. Pursuant to Section 2961 of the Streets and Highways Code and
based on the information set forth in the Report, this City Council finds that the total amount of the
principal sum of all unpaid special assessments levied against the parcels proposed to be assessed,
other than contemplated by the present proceedings, plus the principal amount of the special
assessment proposed to be levied in the instant proceedings, do not exceed one-half of the total value
of the parcels proposed to be assessed, as computed pursuant to paragraph (2) of subdivision (b) of
Section 2961.
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3. Public Hearing. A public hearing shall be held on January 12, 2016 at 7:00 p.m. at
the regular meeting place of the City Council at City Hall Council Chambers, 100 Civic Center
Drive, Newport Beach, California 92660, to hear and consider protests and objections to the
proposed Assessment District and the Report and to receive and count the ballots for and against the
proposed Assessment District.
4. Notice. At least 45 days prior to the public hearing referred to in Section 3 hereof,
the City Clerk shall cause a notice of the adoption of the Resolution of Intention, the filing of the
Report and the setting of time and place for said public meeting and the public hearing referred to in
Section 2 hereof to be mailed, postage prepaid, to all persons owning real property proposed to be
assessed and whose names and addresses appear on the last equalized County of Orange assessment
roll or the State Board of Equalization assessment roll, as the case may be, or who are known to the
City Clerk. Such notice shall conform in all respects to the provisions of Section 53753 of the
California Government Code and Article XIIID, Section 4 of the California Constitution.
5. Resolution Effective Immediately. This Resolution shall take effect immediately
upon its adoption.
ADOPTED, SIGNED AND APPROVED this day of 2015
Mayor of the City of Newport Beach
ATTEST:
City Clerk of the City of Newport Beach
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ATTACHMENT D
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH DECLARING ITS INTENTION TO TAKE
PROCEEDINGS PURSUANT TO THE MUNICIPAL
IMPROVEMENT ACT OF 1913 AND TO ISSUE BONDS
PURSUANT TO THE IMPROVEMENT BOND ACT OF 1915,
AND MAKE CERTAIN FINDINGS AND DETERMINATIONS IN
CONNECTION THEREWITH, ALL RELATING TO THE
FORMATION OF ASSESSMENT DISTRICT NO. 111
WHEREAS, the City Council of the City of Newport Beach (the "City") desires to provide
certain property located in the City with the undergrounding of electric, telephone and cable
facilities, and the removal of poles, overhead wires, guys, anchors and appurtenant work therewith as
further described in Section 3 hereof (the "Improvements") and to order the formation of an
Assessment District to pay the costs thereof under and pursuant to the provisions of the Municipal
Improvement Act of 1913 (the "1913 Act"); and
WHEREAS, the proposed Assessment District, if it is formed, is to be known and designated
as Assessment District No. 111 (the "Assessment District"); and
WHEREAS, the proposed boundaries of the Assessment District are shown on a map which
indicates by a boundary line the extent of the territory proposed to be included in the Assessment
District, which map is designated "Boundary of Proposed Assessment District No. 111" (the "Map"),
which Map is on file in the office of the City Clerk; and
WHEREAS, the City Council has been presented with petitions signed by at least 50% of the
property owners located within the boundaries of the proposed Assessment District requesting the
formation of the Assessment District to finance the Improvements; and
WHEREAS, pursuant to California Streets and Highways Code Section 5896.8, there is on
file with the City Clerk a certificate of Harris & Associates, Inc. certifying the sufficiency of such
petitions; and
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WHEREAS, it appears to the City Council that an Assessment District should be formed to
finance the installation of said Improvements under the provisions of the 1913 Act; and
WHEREAS, the City Engineer, with the assistance of Harris & Associates, Inc., is
competent to make and file with the City Clerk the report with regard to the Improvements, which
report is required by the 1913 Act to be made and filed; and
WHEREAS, the conversion of overhead electric utility distribution system facilities to
underground, including connection to existing overhead electric utility distribution lines where the
surface is restored to the condition existing prior to undergrounding, is categorically exempt from the
California Environmental Quality Act (Public Resources Code Section 21000 et seq.) ("CEQA") and
its implementing guidelines (14 California Code of Regulations Section 15000 et seq.) (the
"Guidelines") pursuant to Section 15302(d) of the Guidelines; and
WHEREAS, before ordering the Improvements, the City Council is required, under the 1913
Act, to adopt a resolution declaring its intention to do so; and
WHEREAS, the City Council intends to consider issuing bonds secured by the assessments
to be levied on property in the Assessment District pursuant to the Improvement Bond Act of 1915,
being Division 10 (commencing with Section 8500) of the Streets and Highways Code (the "1915
Act"); and
WHEREAS, before issuing bonds, the City Council is required, under the 1915 Act, to adopt
a resolution declaring its intention to do so;
NOW, THEREFORE, the Council of the City of Newport Beach does hereby RESOLVE,
as follows:
1. Recitals. The above recitals, and each of them, are true and correct.
2. Approval of Map. The Map is hereby approved, adopted and declared to describe
the proposed boundaries of the Assessment District; and it shall govern for all details as to the extent
of the Assessment District. The City Clerk is hereby directed to endorse her certificate on the
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original of the Map evidencing the date and adoption of this resolution and to file said Map in her
office, and to file a copy of said Map so endorsed with the County Recorder of Orange, California
within fifteen (15) days after the adoption of the resolution fixing the time and place of hearing on
the formation and extent of the Assessment District.
3. Nature of Improvements. The Improvements generally include the undergrounding
of existing electric, telephone and cable facilities, including the removal of poles, overhead wires,
guys and anchors and the installation of new underground service connections and new streetlights
and appurtenant work therewith as shown on the Map. The improvements will be designed by the
Southern California Edison Company ("Edison") and other utility providers. Either Edison or the
City will construct the improvements, and the City will inspect the work to ensure conformance to
City standards and specifications where applicable. Once completed, the underground facilities will
become the property and responsibility of Edison and such other utility providers. Each owner of
property located within the Assessment District will be responsible for arranging and paying for
work on his or her property necessary to connect facilities constructed by the public utilities in the
public streets to the points of connection on the 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 utilities be directed to discontinue service to that property. Overhead
facilities cannot be removed until all overhead service has been discontinued.
4. Public Interest and Necessity. The City Council hereby finds and declares that the
public interest and necessity require the Improvements, and the Improvements will be of direct and
special benefit to the properties and land within the Assessment District. The City Council hereby
declares its intention to order the conversion of the existing overhead electric and communication
facilities to underground locations, and the acquisition of the Improvements, to make the expenses
thereof chargeable upon the area included within the Assessment District, and to form the
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Assessment District. Additionally, the City Council hereby waives its policy requiring petitions
signed by owners representing 60% of the assessable land within the proposed assessment district.
5. Intention to Levy Assessment. The City Council further declares its intention to
levy a special assessment upon the land within the Assessment District in accordance with the
respective special and direct benefit to be received by each parcel of land from the Improvements.
6. Initiation Proceedings. This City Council finds and determines that before ordering
the acquisition of the Improvements it shall take proceedings pursuant to the 1913 Act and pursuant
to Part 7.5 of the Special Assessment Investigation, Limitation and Majority Protest Act of 1931,
Streets and Highways Code Section 2960 et seq. (the "1931 Act").
7. Assessment Engineer Report. Harris & Associates, Inc. is appointed the
Assessment Engineer. The Assessment Engineer is hereby authorized and directed to make and file
with the City Clerk a written report with regard to the 1913 Act (the "Report"), which Report shall
comply with the requirements of Section 10204 and Section 2961 of the Streets and Highways Code
and Article XIIID of the California Constitution and shall contain the following:
(a) Plans and specifications for the Improvements;
(b) A general description of works or appliances already installed and any other
property necessary or convenient for the operation of the Improvements, if the works, appliances or
property are to be acquired as part of the Improvements;
(c) An estimate of the cost of the Improvements, and the cost of land, rights of
ways, easements, and incidental expenses in connection with the Improvements, including the cost of
registering bonds;
(d) A diagram showing the exterior boundaries of the Assessment District, the
boundaries of any zones within the Assessment District and the lines and dimensions of each parcel
of land within the Assessment District as they existed at the time of passage of this resolution (each
subdivision to be given a separate number on the diagram);
6-17
(e) A proposed assessment of the total amount of the cost and expenses of the
proposed Improvements upon the several subdivisions of land in the Assessment District in
proportion to the estimated benefits to be received by such subdivision, respectively, from the
Improvements (the assessment shall refer to the subdivisions by their respective numbers assigned as
provided in (d) above); and
(f) A proposed maximum annual assessment upon each of the several
subdivisions of land in the Assessment District to pay costs 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.
In addition, the Report shall contain the information required by the 1931 Act as set forth in
Streets and Highways Code Section 2961(b), including:
(a) 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 the proposed assessments to be levied with
respect to the Assessment District, which would require an investigation and report under the 1931
Act against the total area proposed to be assessed; and
(b) The total true value, as near as may be determined, of the parcels of land and
improvements within the Assessment District which are proposed to be assessed. Total true value
may be estimated as the full cash value of the parcels as shown upon the last equalized assessment
roll of the county. Alternatively, total true value may be determined by other reasonable means,
including, but not limited to, by adjusting the value shown on the last equalized assessment roll to
correct for deviations from market value due to Article XIIIA of the California Constitution.
8. Surplus Funds. Following the acquisition of the Improvements and the payment of
all incidental expenses in connection with the formation of the Assessment District and the issuance
of bonds pursuant to the 1915 Act, any surplus remaining in the improvement fund established for
6-18
the Assessment District shall be used as determined by the City Council as provided in Section
10427 of the Streets and Highways Code.
9. Notice. Notice is hereby given that serial or term bonds to represent unpaid
assessments and to bear interest at a rate not to exceed 12 percent per annum will be issued in the
manner provided in the Improvement Bond Act of 1915 to represent the unpaid assessments and the
last installment of such bonds shall mature a maximum of 20 years from the second day of
September next succeeding 12 months from their date. The principal amount of such bonds maturing
or becoming subject to mandatory prior redemption each year shall not be an amount equal to an
even annual proportion of the aggregate principal amount of the bonds, but rather (except as
specifically otherwise provided by the City Council in connection with the sale of such bonds), shall
be an amount which, when added to the amount of interest payable in each year, will be a sum which
is substantially equal in each year, except for the moneys falling due on the first maturity or
mandatory prior redemption date of the bonds which shall be adjusted to reflect the amount of
interest earned from the date when the bonds bear interest to the date when the first interest is
payable on the bonds. Such bonds shall be serviced and collected by the City Treasurer or by such
registrar and/or paying agent(s) as this City Council may from time to time designate.
10. Advance Payment of Assessments. The provisions of Part 11.1 of the Improvement
Bond Act of 1915, providing an alternative procedure for the advance payment of assessments and
the calling of bonds, shall apply.
11. Compliance with the 1913 Act. Except as specifically otherwise provided for
herein, the Improvements shall be made and ordered pursuant to the provisions of the 1913 Act.
12. No Advancement of Funds. The City Council hereby determines that the City will
not obligate itself to advance available funds from its treasury to cure any deficiency which may
occur in the bond redemption fund established for the Assessment District.
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13. No Property Owner Construction. The public interests will not be served by
allowing the property owners to take any contract to be let for the construction of the Improvements,
and no notice of award of contract shall be published.
14. Refunding of Assessment Bonds. It is hereby determined that the bonds proposed
to be issued in these proceedings may be refunded. Any adjustment to assessments resulting from
such refunding shall be done on a pro rata basis as required pursuant to Section 8571.5 of the Streets
and Highways Code. Any such refunding shall be pursuant to the provisions of Division 11.5
(commencing with Section 9500) of the Streets and Highways Code, except that, if, following the
filing of the report specified in Section 9523 and any subsequent modifications of the report, the City
Council finds that all of the conditions specified in Section 9525 are satisfied and that the
adjustments to assessments are on a pro rata basis, the City Council may approve and confirm the
report and any, without further proceedings, authorize, issue, and sell the refunding bonds pursuant to
Chapter 3 (commencing with Section 9600) of Division 11.5 of the Streets and Highways Code. Any
such refunding bonds shall bear interest at the rate of not to exceed twelve percent (12%) per annum,
or such higher rate of interest as may be authorized by applicable law at the time of sale of such
bonds; and the last installment of such bonds shall mature on such date as will be determined by the
City Council in the proceedings for such refunding.
15. Approval of Construction on Private Property. It is in the public interest and
more economical to do certain work on private property to eliminate any disparity in level or size
between the Improvements and private property and to add the actual cost of such work to the
Assessment of the property to which such work was done; provided that no work of this nature shall
be performed until and unless the written consent of the owner of property is first obtained.
16. Agreements with Public and Private Utilities. Pursuant to Streets and Highways
code Section 10110, the City intends to enter into agreements with Edison and the other utility
providers, and any agreement between the City and Edison, or any other public utility, for the
6-20
ownership, management, or control of the underground electric, telephone and cable facilities to be
installed pursuant to the Improvements, would benefit any current or future residents of the
Assessment District.
17. Exemption from CEQA. Pursuant to Section 15302(d) of the Guidelines, the
undergrounding of the Improvements will have no significant effect on the environment and is
categorically exempt from CEQA. The City Clerk is directed to cause a notice of exemption to be
posted as required by law.
18. Inquiries. All inquiries for any and all information relating to these proceedings,
including information relating to protest procedures, should be directed to:
CITY OF NEWPORT BEACH
Attention: Michael Sinacori
100 Civic Center Drive
Newport Beach, California 92660
(949) 644-3342
19. Resolution Effective Immediately. This Resolution shall take effect immediately
upon its adoption.
ADOPTED, SIGNED AND APPROVED this day of 2015.
Mayor of the City of Newport Beach
ATTEST:
City Clerk of the City of Newport Beach
6-21
ATTACHMENT E
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH DECLARING ITS INTENTION TO TAKE
PROCEEDINGS PURSUANT TO THE MUNICIPAL
IMPROVEMENT ACT OF 1913 AND TO ISSUE BONDS
PURSUANT TO THE IMPROVEMENT BOND ACT OF 1915,
AND MAKE CERTAIN FINDINGS AND DETERMINATIONS IN
CONNECTION THEREWITH, ALL RELATING TO THE
FORMATION OF ASSESSMENT DISTRICT NO. 116
WHEREAS, the City Council of the City of Newport Beach (the "City") desires to provide
certain property located in the City with the undergrounding of electric, telephone and cable
facilities, and the removal of poles, overhead wires, guys, anchors and appurtenant work therewith as
further described in Section 3 hereof (the "Improvements") and to order the formation of an
Assessment District to pay the costs thereof under and pursuant to the provisions of the Municipal
Improvement Act of 1913 (the "1913 Act"); and
WHEREAS, the proposed Assessment District, if it is formed, is to be known and designated
as Assessment District No. 116 (the "Assessment District"); and
WHEREAS, the proposed boundaries of the Assessment District are shown on a map which
indicates by a boundary line the extent of the territory proposed to be included in the Assessment
District, which map is designated "Boundary of Proposed Assessment District No. 116" (the "Map"),
which Map is on file in the office of the City Clerk; and
WHEREAS, the City Council has been presented with petitions signed by at least 50% of the
property owners located within the boundaries of the proposed Assessment District requesting the
formation of the Assessment District to finance the Improvements; and
WHEREAS, pursuant to California Streets and Highways Code Section 5896.8, there is on
file with the City Clerk a certificate of Harris & Associates, Inc. certifying the sufficiency of such
petitions; and
6-22
WHEREAS, it appears to the City Council that an Assessment District should be formed to
finance the installation of said Improvements under the provisions of the 1913 Act; and
WHEREAS, the City Engineer, with the assistance of Harris & Associates, Inc., is
competent to make and file with the City Clerk the report with regard to the Improvements, which
report is required by the 1913 Act to be made and filed; and
WHEREAS, the conversion of overhead electric utility distribution system facilities to
underground, including connection to existing overhead electric utility distribution lines where the
surface is restored to the condition existing prior to undergrounding, is categorically exempt from the
California Environmental Quality Act (Public Resources Code Section 21000 et seq.) ("CEQA") and
its implementing guidelines (14 California Code of Regulations Section 15000 et seq.) (the
"Guidelines") pursuant to Section 15302(d) of the Guidelines; and
WHEREAS, before ordering the Improvements, the City Council is required, under the 1913
Act, to adopt a resolution declaring its intention to do so; and
WHEREAS, the City Council intends to consider issuing bonds secured by the assessments
to be levied on property in the Assessment District pursuant to the Improvement Bond Act of 1915,
being Division 10 (commencing with Section 8500) of the Streets and Highways Code (the "1915
Act"); and
WHEREAS, before issuing bonds, the City Council is required, under the 1915 Act, to adopt
a resolution declaring its intention to do so;
NOW, THEREFORE, the Council of the City of Newport Beach does hereby RESOLVE,
as follows:
1. Recitals. The above recitals, and each of them, are true and correct.
2. Approval of Map. The Map is hereby approved, adopted and declared to describe
the proposed boundaries of the Assessment District; and it shall govern for all details as to the extent
of the Assessment District. The City Clerk is hereby directed to endorse her certificate on the
6-23
original of the Map evidencing the date and adoption of this resolution and to file said Map in her
office, and to file a copy of said Map so endorsed with the County Recorder of Orange, California
within fifteen (15) days after the adoption of the resolution fixing the time and place of hearing on
the formation and extent of the Assessment District.
3. Nature of Improvements. The Improvements generally include the undergrounding
of existing electric, telephone and cable facilities, including the removal of poles, overhead wires,
guys and anchors and the installation of new underground service connections and new streetlights
and appurtenant work therewith as shown on the Map. The improvements will be designed by the
Southern California Edison Company ("Edison") and other utility providers. Either Edison or the
City will construct the improvements, and the City will inspect the work to ensure conformance to
City standards and specifications where applicable. Once completed, the underground facilities will
become the property and responsibility of Edison and such other utility providers. Each owner of
property located within the Assessment District will be responsible for arranging and paying for
work on his or her property necessary to connect facilities constructed by the public utilities in the
public streets to the points of connection on the 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 utilities be directed to discontinue service to that property. Overhead
facilities cannot be removed until all overhead service has been discontinued.
4. Public Interest and Necessity. The City Council hereby finds and declares that the
public interest and necessity require the Improvements, and the Improvements will be of direct and
special benefit to the properties and land within the Assessment District. The City Council hereby
declares its intention to order the conversion of the existing overhead electric and communication
facilities to underground locations, and the acquisition of the Improvements, to make the expenses
6-24
thereof chargeable upon the area included within the Assessment District, and to form the
Assessment District. .
5. Intention to Levy Assessment. The City Council further declares its intention to
levy a special assessment upon the land within the Assessment District in accordance with the
respective special and direct benefit to be received by each parcel of land from the Improvements.
6. Initiation Proceedings. This City Council finds and determines that before ordering
the acquisition of the Improvements it shall take proceedings pursuant to the 1913 Act and pursuant
to Part 7.5 of the Special Assessment Investigation, Limitation and Majority Protest Act of 1931,
Streets and Highways Code Section 2960 et seq. (the "1931 Act").
7. Assessment Engineer Report. Harris & Associates, Inc. is appointed the
Assessment Engineer. The Assessment Engineer is hereby authorized and directed to make and file
with the City Clerk a written report with regard to the 1913 Act (the "Report"), which Report shall
comply with the requirements of Section 10204 and Section 2961 of the Streets and Highways Code
and Article XIIID of the California Constitution and shall contain the following:
(a) Plans and specifications for the Improvements;
(b) A general description of works or appliances already installed and any other
property necessary or convenient for the operation of the Improvements, if the works, appliances or
property are to be acquired as part of the Improvements;
(c) An estimate of the cost of the Improvements, and the cost of land, rights of
ways, easements, and incidental expenses in connection with the Improvements, including the cost of
registering bonds;
(d) A diagram showing the exterior boundaries of the Assessment District, the
boundaries of any zones within the Assessment District and the lines and dimensions of each parcel
of land within the Assessment District as they existed at the time of passage of this resolution (each
subdivision to be given a separate number on the diagram);
6-25
(e) A proposed assessment of the total amount of the cost and expenses of the
proposed Improvements upon the several subdivisions of land in the Assessment District in
proportion to the estimated benefits to be received by such subdivision, respectively, from the
Improvements (the assessment shall refer to the subdivisions by their respective numbers assigned as
provided in (d) above); and
(f) A proposed maximum annual assessment upon each of the several
subdivisions of land in the Assessment District to pay costs 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.
In addition, the Report shall contain the information required by the 1931 Act as set forth in
Streets and Highways Code Section 2961(b), including:
(a) 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 the proposed assessments to be levied with
respect to the Assessment District, which would require an investigation and report under the 1931
Act against the total area proposed to be assessed; and
(b) The total true value, as near as may be determined, of the parcels of land and
improvements within the Assessment District which are proposed to be assessed. Total true value
may be estimated as the full cash value of the parcels as shown upon the last equalized assessment
roll of the county. Alternatively, total true value may be determined by other reasonable means,
including, but not limited to, by adjusting the value shown on the last equalized assessment roll to
correct for deviations from market value due to Article XIIIA of the California Constitution.
8. Surplus Funds. Following the acquisition of the Improvements and the payment of
all incidental expenses in connection with the formation of the Assessment District and the issuance
of bonds pursuant to the 1915 Act, any surplus remaining in the improvement fund established for
6-26
the Assessment District shall be used as determined by the City Council as provided in Section
10427 of the Streets and Highways Code.
9. Notice. Notice is hereby given that serial or term bonds to represent unpaid
assessments and to bear interest at a rate not to exceed 12 percent per annum will be issued in the
manner provided in the Improvement Bond Act of 1915 to represent the unpaid assessments and the
last installment of such bonds shall mature a maximum of 20 years from the second day of
September next succeeding 12 months from their date. The principal amount of such bonds maturing
or becoming subject to mandatory prior redemption each year shall not be an amount equal to an
even annual proportion of the aggregate principal amount of the bonds, but rather (except as
specifically otherwise provided by the City Council in connection with the sale of such bonds), shall
be an amount which, when added to the amount of interest payable in each year, will be a sum which
is substantially equal in each year, except for the moneys falling due on the first maturity or
mandatory prior redemption date of the bonds which shall be adjusted to reflect the amount of
interest earned from the date when the bonds bear interest to the date when the first interest is
payable on the bonds. Such bonds shall be serviced and collected by the City Treasurer or by such
registrar and/or paying agent(s) as this City Council may from time to time designate.
10. Advance Payment of Assessments. The provisions of Part 11.1 of the Improvement
Bond Act of 1915, providing an alternative procedure for the advance payment of assessments and
the calling of bonds, shall apply.
11. Compliance with the 1913 Act. Except as specifically otherwise provided for
herein, the Improvements shall be made and ordered pursuant to the provisions of the 1913 Act.
12. No Advancement of Funds. The City Council hereby determines that the City will
not obligate itself to advance available funds from its treasury to cure any deficiency which may
occur in the bond redemption fund established for the Assessment District.
6-27
13. No Property Owner Construction. The public interests will not be served by
allowing the property owners to take any contract to be let for the construction of the Improvements,
and no notice of award of contract shall be published.
14. Refunding of Assessment Bonds. It is hereby determined that the bonds proposed
to be issued in these proceedings may be refunded. Any adjustment to assessments resulting from
such refunding shall be done on a pro rata basis as required pursuant to Section 8571.5 of the Streets
and Highways Code. Any such refunding shall be pursuant to the provisions of Division 11.5
(commencing with Section 9500) of the Streets and Highways Code, except that, if, following the
filing of the report specified in Section 9523 and any subsequent modifications of the report, the City
Council finds that all of the conditions specified in Section 9525 are satisfied and that the
adjustments to assessments are on a pro rata basis, the City Council may approve and confirm the
report and any, without further proceedings, authorize, issue, and sell the refunding bonds pursuant to
Chapter 3 (commencing with Section 9600) of Division 11.5 of the Streets and Highways Code. Any
such refunding bonds shall bear interest at the rate of not to exceed twelve percent (12%) per annum,
or such higher rate of interest as may be authorized by applicable law at the time of sale of such
bonds; and the last installment of such bonds shall mature on such date as will be determined by the
City Council in the proceedings for such refunding.
15. Approval of Construction on Private Property. It is in the public interest and
more economical to do certain work on private property to eliminate any disparity in level or size
between the Improvements and private property and to add the actual cost of such work to the
Assessment of the property to which such work was done; provided that no work of this nature shall
be performed until and unless the written consent of the owner of property is first obtained.
16. Agreements with Public and Private Utilities. Pursuant to Streets and Highways
code Section 10110, the City intends to enter into agreements with Edison and the other utility
providers, and any agreement between the City and Edison, or any other public utility, for the
6-28
ownership, management, or control of the underground electric, telephone and cable facilities to be
installed pursuant to the Improvements, would benefit any current or future residents of the
Assessment District.
17. Exemption from CEQA. Pursuant to Section 15302(d) of the Guidelines, the
undergrounding of the Improvements will have no significant effect on the environment and is
categorically exempt from CEQA. The City Clerk is directed to cause a notice of exemption to be
posted as required by law.
18. Inquiries. All inquiries for any and all information relating to these proceedings,
including information relating to protest procedures, should be directed to:
CITY OF NEWPORT BEACH
Attention: Michael Sinacori
100 Civic Center Drive
Newport Beach, California 92660
(949) 644-3342
19. Resolution Effective Immediately. This Resolution shall take effect immediately
upon its adoption.
ADOPTED, SIGNED AND APPROVED this day of 2015.
Mayor of the City of Newport Beach
ATTEST:
City Clerk of the City of Newport Beach
6-29
ATTACHMENT F
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
NEWPORT BEACH DECLARING ITS INTENTION TO TAKE
PROCEEDINGS PURSUANT TO THE MUNICIPAL
IMPROVEMENT ACT OF 1913 AND TO ISSUE BONDS
PURSUANT TO THE IMPROVEMENT BOND ACT OF 1915,
AND MAKE CERTAIN FINDINGS AND DETERMINATIONS IN
CONNECTION THEREWITH, ALL RELATING TO THE
FORMATION OF ASSESSMENT DISTRICT NO. 116B
WHEREAS, the City Council of the City of Newport Beach (the "City") desires to provide
certain property located in the City with the undergrounding of electric, telephone and cable
facilities, and the removal of poles, overhead wires, guys, anchors and appurtenant work therewith as
further described in Section 3 hereof (the "Improvements") and to order the formation of an
Assessment District to pay the costs thereof under and pursuant to the provisions of the Municipal
Improvement Act of 1913 (the "1913 Act"); and
WHEREAS, the proposed Assessment District, if it is formed, is to be known and designated
as Assessment District No. 116B (the "Assessment District"); and
WHEREAS, the proposed boundaries of the Assessment District are shown on a map which
indicates by a boundary line the extent of the territory proposed to be included in the Assessment
District, which map is designated `Boundary of Proposed Assessment District No. 11613" (the
"Map"), which Map is on file in the office of the City Clerk; and
WHEREAS, the City Council has been presented with petitions signed by at least 50% of the
property owners located within the boundaries of the proposed Assessment District requesting the
formation of the Assessment District to finance the Improvements; and
WHEREAS, pursuant to California Streets and Highways Code Section 5896.8, there is on
file with the City Clerk a certificate of Harris & Associates, Inc. certifying the sufficiency of such
petitions; and
6-30
WHEREAS, it appears to the City Council that an Assessment District should be formed to
finance the installation of said Improvements under the provisions of the 1913 Act; and
WHEREAS, the City Engineer, with the assistance of Harris & Associates, Inc., is
competent to make and file with the City Clerk the report with regard to the Improvements, which
report is required by the 1913 Act to be made and filed; and
WHEREAS, the conversion of overhead electric utility distribution system facilities to
underground, including connection to existing overhead electric utility distribution lines where the
surface is restored to the condition existing prior to undergrounding, is categorically exempt from the
California Environmental Quality Act (Public Resources Code Section 21000 et seq.) ("CEQA") and
its implementing guidelines (14 California Code of Regulations Section 15000 et seq.) (the
"Guidelines") pursuant to Section 15302(d) of the Guidelines; and
WHEREAS, before ordering the Improvements, the City Council is required, under the 1913
Act, to adopt a resolution declaring its intention to do so; and
WHEREAS, the City Council intends to consider issuing bonds secured by the assessments
to be levied on property in the Assessment District pursuant to the Improvement Bond Act of 1915,
being Division 10 (commencing with Section 8500) of the Streets and Highways Code (the "1915
Act"); and
WHEREAS, before issuing bonds, the City Council is required, under the 1915 Act, to adopt
a resolution declaring its intention to do so;
NOW, THEREFORE, the Council of the City of Newport Beach does hereby RESOLVE,
as follows:
1. Recitals. The above recitals, and each of them, are true and correct.
2. Approval of Map. The Map is hereby approved, adopted and declared to describe
the proposed boundaries of the Assessment District; and it shall govern for all details as to the extent
of the Assessment District. The City Clerk is hereby directed to endorse her certificate on the
6-31
original of the Map evidencing the date and adoption of this resolution and to file said Map in her
office, and to file a copy of said Map so endorsed with the County Recorder of Orange, California
within fifteen (15) days after the adoption of the resolution fixing the time and place of hearing on
the formation and extent of the Assessment District.
3. Nature of Improvements. The Improvements generally include the undergrounding
of existing electric, telephone and cable facilities, including the removal of poles, overhead wires,
guys and anchors and the installation of new underground service connections and new streetlights
and appurtenant work therewith as shown on the Map. The improvements will be designed by the
Southern California Edison Company ("Edison") and other utility providers. Either Edison or the
City will construct the improvements, and the City will inspect the work to ensure conformance to
City standards and specifications where applicable. Once completed, the underground facilities will
become the property and responsibility of Edison and such other utility providers. Each owner of
property located within the Assessment District will be responsible for arranging and paying for
work on his or her property necessary to connect facilities constructed by the public utilities in the
public streets to the points of connection on the 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 utilities be directed to discontinue service to that property. Overhead
facilities cannot be removed until all overhead service has been discontinued.
4. Public Interest and Necessity. The City Council hereby finds and declares that the
public interest and necessity require the Improvements, and the Improvements will be of direct and
special benefit to the properties and land within the Assessment District. The City Council hereby
declares its intention to order the conversion of the existing overhead electric and communication
facilities to underground locations, and the acquisition of the Improvements, to make the expenses
thereof chargeable upon the area included within the Assessment District, and to form the
6-32
Assessment District. Additionally, the City Council hereby waives its policy requiring petitions
signed by owners representing 60% of the assessable land within the proposed assessment district.
5. Intention to Levy Assessment. The City Council further declares its intention to
levy a special assessment upon the land within the Assessment District in accordance with the
respective special and direct benefit to be received by each parcel of land from the Improvements.
6. Initiation Proceedings. This City Council finds and determines that before ordering
the acquisition of the Improvements it shall take proceedings pursuant to the 1913 Act and pursuant
to Part 7.5 of the Special Assessment Investigation, Limitation and Majority Protest Act of 1931,
Streets and Highways Code Section 2960 et seq. (the "1931 Act").
7. Assessment Engineer Report. Harris & Associates, Inc. is appointed the
Assessment Engineer. The Assessment Engineer is hereby authorized and directed to make and file
with the City Clerk a written report with regard to the 1913 Act (the "Report"), which Report shall
comply with the requirements of Section 10204 and Section 2961 of the Streets and Highways Code
and Article XIIID of the California Constitution and shall contain the following:
(a) Plans and specifications for the Improvements;
(b) A general description of works or appliances already installed and any other
property necessary or convenient for the operation of the Improvements, if the works, appliances or
property are to be acquired as part of the Improvements;
(c) An estimate of the cost of the Improvements, and the cost of land, rights of
ways, easements, and incidental expenses in connection with the Improvements, including the cost of
registering bonds;
(d) A diagram showing the exterior boundaries of the Assessment District, the
boundaries of any zones within the Assessment District and the lines and dimensions of each parcel
of land within the Assessment District as they existed at the time of passage of this resolution (each
subdivision to be given a separate number on the diagram);
6-33
(e) A proposed assessment of the total amount of the cost and expenses of the
proposed Improvements upon the several subdivisions of land in the Assessment District in
proportion to the estimated benefits to be received by such subdivision, respectively, from the
Improvements (the assessment shall refer to the subdivisions by their respective numbers assigned as
provided in (d) above); and
(f) A proposed maximum annual assessment upon each of the several
subdivisions of land in the Assessment District to pay costs 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.
In addition, the Report shall contain the information required by the 1931 Act as set forth in
Streets and Highways Code Section 2961(b), including:
(a) 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 the proposed assessments to be levied with
respect to the Assessment District, which would require an investigation and report under the 1931
Act against the total area proposed to be assessed; and
(b) The total true value, as near as may be determined, of the parcels of land and
improvements within the Assessment District which are proposed to be assessed. Total true value
may be estimated as the full cash value of the parcels as shown upon the last equalized assessment
roll of the county. Alternatively, total true value may be determined by other reasonable means,
including, but not limited to, by adjusting the value shown on the last equalized assessment roll to
correct for deviations from market value due to Article XIIIA of the California Constitution.
8. Surplus Funds. Following the acquisition of the Improvements and the payment of
all incidental expenses in connection with the formation of the Assessment District and the issuance
of bonds pursuant to the 1915 Act, any surplus remaining in the improvement fund established for
6-34
the Assessment District shall be used as determined by the City Council as provided in Section
10427 of the Streets and Highways Code.
9. Notice. Notice is hereby given that serial or term bonds to represent unpaid
assessments and to bear interest at a rate not to exceed 12 percent per annum will be issued in the
manner provided in the Improvement Bond Act of 1915 to represent the unpaid assessments and the
last installment of such bonds shall mature a maximum of 20 years from the second day of
September next succeeding 12 months from their date. The principal amount of such bonds maturing
or becoming subject to mandatory prior redemption each year shall not be an amount equal to an
even annual proportion of the aggregate principal amount of the bonds, but rather (except as
specifically otherwise provided by the City Council in connection with the sale of such bonds), shall
be an amount which, when added to the amount of interest payable in each year, will be a sum which
is substantially equal in each year, except for the moneys falling due on the first maturity or
mandatory prior redemption date of the bonds which shall be adjusted to reflect the amount of
interest earned from the date when the bonds bear interest to the date when the first interest is
payable on the bonds. Such bonds shall be serviced and collected by the City Treasurer or by such
registrar and/or paying agent(s) as this City Council may from time to time designate.
10. Advance Payment of Assessments. The provisions of Part 11.1 of the Improvement
Bond Act of 1915, providing an alternative procedure for the advance payment of assessments and
the calling of bonds, shall apply.
11. Compliance with the 1913 Act. Except as specifically otherwise provided for
herein, the Improvements shall be made and ordered pursuant to the provisions of the 1913 Act.
12. No Advancement of Funds. The City Council hereby determines that the City will
not obligate itself to advance available funds from its treasury to cure any deficiency which may
occur in the bond redemption fund established for the Assessment District.
6-35
13. No Property Owner Construction. The public interests will not be served by
allowing the property owners to take any contract to be let for the construction of the Improvements,
and no notice of award of contract shall be published.
14. Refunding of Assessment Bonds. It is hereby determined that the bonds proposed
to be issued in these proceedings may be refunded. Any adjustment to assessments resulting from
such refunding shall be done on a pro rata basis as required pursuant to Section 8571.5 of the Streets
and Highways Code. Any such refunding shall be pursuant to the provisions of Division 11.5
(commencing with Section 9500) of the Streets and Highways Code, except that, if, following the
filing of the report specified in Section 9523 and any subsequent modifications of the report, the City
Council finds that all of the conditions specified in Section 9525 are satisfied and that the
adjustments to assessments are on a pro rata basis, the City Council may approve and confirm the
report and any, without further proceedings, authorize, issue, and sell the refunding bonds pursuant to
Chapter 3 (commencing with Section 9600) of Division 11.5 of the Streets and Highways Code. Any
such refunding bonds shall bear interest at the rate of not to exceed twelve percent (12%) per annum,
or such higher rate of interest as may be authorized by applicable law at the time of sale of such
bonds; and the last installment of such bonds shall mature on such date as will be determined by the
City Council in the proceedings for such refunding.
15. Approval of Construction on Private Property. It is in the public interest and
more economical to do certain work on private property to eliminate any disparity in level or size
between the Improvements and private property and to add the actual cost of such work to the
Assessment of the property to which such work was done; provided that no work of this nature shall
be performed until and unless the written consent of the owner of property is first obtained.
16. Agreements with Public and Private Utilities. Pursuant to Streets and Highways
code Section 10110, the City intends to enter into agreements with Edison and the other utility
providers, and any agreement between the City and Edison, or any other public utility, for the
6-36
ownership, management, or control of the underground electric, telephone and cable facilities to be
installed pursuant to the Improvements, would benefit any current or future residents of the
Assessment District.
17. Exemption from CEQA. Pursuant to Section 15302(d) of the Guidelines, the
undergrounding of the Improvements will have no significant effect on the environment and is
categorically exempt from CEQA. The City Clerk is directed to cause a notice of exemption to be
posted as required by law.
18. Inquiries. All inquiries for any and all information relating to these proceedings,
including information relating to protest procedures, should be directed to:
CITY OF NEWPORT BEACH
Attention: Michael Sinacori
100 Civic Center Drive
Newport Beach, California 92660
(949) 644-3342
19. Resolution Effective Immediately. This Resolution shall take effect immediately
upon its adoption.
ADOPTED, SIGNED AND APPROVED this day of 2015.
Mayor of the City of Newport Beach
ATTEST:
City Clerk of the City of Newport Beach
6-37
L
Amin-0--mm.
r. m
ATTACHMENT G
PRELIMINARY
ENGINEER'S REPORT
For
Underground Utility
Assessment District No. 111
(Newport Blvd / 23rd St / Ocean Front W / 31s' St)
Prepared under the provisions of the
Municipal Improvement Act of 1913
Forthe
City of Newport Beach
County of Orange, California
October 22, 2015
Harris &Associates
CITY OF
NEWPORT BEACH
6-38
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report
TABLE OF CONTENTS
APPENDIX
A. Assessment Calculations
Harris & Associates
6-39
Page
Introduction and Certifications............................................................................................1
PART I
Plans and Specifications...................................................................................
4
PARTII
Cost Estimate.....................................................................................................
5
PART III
Assessment Roll and Method of Assessment Spread .....................................
6
Table 1 — Assessment Roll..................................................................................
8
Debt Limit Valuation........................................................................................
15
Exhibit 1 — Method and Formula of Assessment Spread ..................................
16
PART IV
Annual Administrative Assessment...............................................................
22
PART V
Diagram of Assessment District.....................................................................
23
PART VI
Description of Facilities..................................................................................
27
Right -of -Way Certificate..................................................................................
28
Certification of Completion of Environmental Proceedings
............................ 29
APPENDIX
A. Assessment Calculations
Harris & Associates
6-39
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Paqe 1
AGENCY: CITY OF NEWPORT BEACH
PROJECT: ASSESSMENT DISTRICT NO. 111
TO: CITY COUNCIL
ENGINEER'S "REPORT" PURSUANT TO THE
PROVISIONS OF SECTIONS 2961 AND 10204
OF THE STREETS AND HIGHWAYS CODE
The purposes of this Assessment District is to provide financing to underground power, telephone
and cable facilities in the area generally bounded by Newport Boulevard, 23rd Street, Ocean Front W
and 31st Street. The proposed underground utility improvements will provide conversion to an
upgraded utility system and will enhance neighborhood aesthetics, safety and reliability.
The construction of these improvements will conform to existing City of Newport Beach, Southern
California Edison, AT&T and Time Warner Cable standards. The proposed improvements are of
special and direct benefit to the properties within the boundary of the proposed assessment district.
Pursuant to the provisions of Article XIIID of the State Constitution, Part 7.5 of the "Special
Assessment Investigation, Limitation and Majority Protest Act of 1931", being Division 4 of the
Streets and Highways Code of the State of California, and the "Municipal Improvement Act of
1913", being Division 12 of said Code, and the Resolution of Intention, adopted by the City Council
of the CITY OF NEWPORT BEACH, State of California, in connection with the proceedings for
Underground Utility Assessment District No. 111 (hereinafter referred to as the "Assessment
District"), I, Alison M. Bouley, P.E., a Registered Professional Engineer and authorized
representative of Harris & Associates, the duly appointed Engineer of Work, herewith submits the
"Report" for the Assessment District, consisting of six (6) parts as stated below.
PART I
This part contains the plans and specifications which describe the general nature, location and extent
for the proposed improvements to be constructed, and are filed herewith and made a part hereof.
Said plans and specifications are on file in the Office of the Superintendent of Streets.
PART II
This part contains an estimate of the cost of the proposed improvements, including capitalized
interest, if any, incidental costs and expenses in connection therewith as set forth herein and attached
hereto.
PART III
This part consists 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 special benefits to be received by such subdivisions from said improvements, which is set
forth upon the assessment roll filed herewith and made a part hereof.
Harris & Associates
mo
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 2
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, which
would require an investigation and report under the "Special Assessment Investigation,
Limitation and Majority Protest Act of 1931" against the total area proposed to be assessed.
C. The total true value, determined from the latest Assessor's roll, of the parcels of land and
improvements which are proposed to be assessed.
PART IV
This part contains the proposed maximum annual administrative assessment to be levied upon each
subdivision or parcel of land within the Assessment District to pay the costs incurred by the CITY
OF NEWPORT BEACH, and not otherwise reimbursed, resulting from the administration and
collection of assessments, from the administration and registration of any associated bonds and
reserve or other related funds, or both.
PART V
This part contains a map showing the boundaries of the Assessment District, and 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. The
Boundary Map and Assessment Diagram are filed herewith and made a part hereof, and part of the
assessment.
PART VI
This part shall consist of the following information:
A. Description of facilities
B. Right -of -Way Certificate
C. Environmental Certificate
This report is submitted on October 22, 2015.
HARRIS & ASSOCIATES
ALISON M. BOULEY, P.E.
R.C.E. No. C61383
ENGINEER OF WORK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
6-41
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 3
Preliminary approval by the CITY COUNCIL of the CITY OF NEWPORT BEACH, CALIFORNIA,
on the day of , 2015.
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 , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
6-42
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Paqe 4
Part I
Plans and Specifications
The plans and specifications to construct the utility undergrounding improvements, and any ancillary
improvements thereof, for the area generally described as Underground Utility Assessment District
No. 111, (Newport Boulevard, 23rd Street, Ocean Front W and 31st Street), describe the general
nature, location and extent of the improvements for this Assessment District are referenced herein
and incorporated as if attached and a part of this Report.
Said Plans and Specifications for the improvements are shown on the assessment diagram. Final
plans and specifications will be prepared by the City in conjunction with the utility companies and
will be on file in the office of the Superintendent of Streets when completed.
Harris & Associates
6-43
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 5
Part II
Cost Estimate
CALCULATION TOTAL
Length in ft. Cost per ft.
Utility Engineering & Construction
Southern California Edison 4400 $352 $1,550,000.00
AT&T 4400 $175 $769,000.00
Time Warner 4400 $61 $268,000.00
$2,587,000.00
Contingency 10% $258,700.00
TOTAL CONSTRUCTION $2,845,700.00
INCIDENTIAL EXPENSES:
Assessment Engineering
$75,000.00
Contract Inspection
$75,000.00
City Administration
$75,000.00
Financial Advisor
$20,000.00
Bond and Disclosure Counsel
$55,000.00
Underwriter's Council
$15,000.00
Paying Agent
$2,500.00
Credit Rating Fee
$15,000.00
Printing, Advertising, Notices
$2,500.00
Miscellaneous
$5,300.00
Subtotal Incidential Expenses
$340,300.00
Construction
$2,845,700.00
Subtotal Incidential & Construction
$3,186,000.00
FINANCIAL COSTS
Underwriter's Discount
1.0%
$34,000.00
Bond Reserve
5.0%
$172,000.00
Capitalized Interest - 5% for 3 months
1.3%
$43,000.00
Subtotal & Financial Costs
7.3%
$249,000.00
TOTAL ESTIMATE
$3,435,000.00
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 6
Part III
Assessment Roll and
Method of Assessment Spread
WHEREAS, on the City Council of the CITY OF NEWPORT BEACH, State of
California, did, pursuant to the provisions of the 1913 Act "Municipal Improvement Act of 1913",
being Division 12 of the Streets and Highways Code, of the State of California, adopt its Resolution
of Intention No. 2015-, for the installation and 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. 111 (hereinafter referred to as the
"Assessment District"); and
WHEREAS, said Resolution of Intention, as required by law, did direct the Engineer of Work to
make and file a "Report", consisting of the following as required by Section 10204 of the Act:
a. Plans and Specifications
b. A general description of works or appliances already installed and any other property necessary
or convenient for the operation of the improvement, if the works, appliances, or property are to
be acquired as part of the improvement.
c. Cost Estimates
d. Assessment Diagram showing the Assessment District and the subdivisions of land therein;
e. A proposed assessment of the costs and expenses of the works of improvement levied upon the
parcels within the boundaries of the Assessment District;
f. The proposed maximum annual assessment to be levied upon each subdivision or parcel of land
within the Assessment District to pay the costs incurred by the City and not otherwise reimbursed
resulting from the administration and collection of assessments or from the administration and
registration of any associated bonds and reserve or other related funds.
For particulars, reference is made to the Resolution of Intention as previously adopted.
NOW, THEREFORE, I, Alison M. Bouley, P.E., the authorized representative of HARRIS &
ASSOCIATES, pursuant to Article XIIID of the California Constitution and the "Municipal
Improvement Act of 1913", do hereby submit the following:
1. Pursuant to the provisions of law and the Resolution of Intention, I 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 specially benefited thereby in direct proportion
and relation to the special benefits to be received by each of said parcels. For particulars as
to the identification of said parcels, reference is made to the Assessment Diagram, a copy of
which is attached hereto and incorporated herein.
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.
Harris & Associates
6-45
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 7
3. The subdivisions and parcels of land the numbers therein as shown on the respective
Assessment Diagram as attached hereto correspond with the numbers as 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, which bonds shall be issued in one or more
series, each with a term not to exceed the legal maximum term as authorized by law,
THIRTY-NINE (39) YEARS from the 2nd day 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 by
further direction and order of the legislative body, I hereby recommend 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:
For particulars as to the individual assessments and their descriptions, reference is made to
Table 1 (Assessment Roll) attached hereto.
6. The Method of Spread of Assessment is as set forth in the exhibit identified as Part III
(Exhibit 1), which is attached hereto, referenced and so incorporated.
Harris & Associates
As Preliminarily
Approved
As
Confirmed
Estimated Cost of Design and Construction:
$2,845,700
$0
Estimated Incidental Expenses:
$340,300
$0
Estimated Financial Costs:
$249,000
$0
Estimated Contribution:
$0
$0
Estimated Total to Assessment:
$3,435,000
$0
For particulars as to the individual assessments and their descriptions, reference is made to
Table 1 (Assessment Roll) attached hereto.
6. The Method of Spread of Assessment is as set forth in the exhibit identified as Part III
(Exhibit 1), which is attached hereto, referenced and so incorporated.
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Enqineer's Report Paqe 8
Table 1
Assessment Roll
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
1
04707103
$
753,176
$
$15,800.06
48
2
04707104
$
532,895
$
$13,365.15
40
3
4
93971015
93971016
$
$
482,115
495,676
$
$
$7,830.05
$7,830.05
62
63
5
93971001
$
710,669
$
$6,953.87
102
6
93971002
$
553,133
$
$6,953.87
80
7
93971003
$
722,000
$
$6,712.30
108
8
93971004
$
901,750
$ -
$6,712.30
134
9
93971005
$
203,046
$ -
$6,712.30
30
10
93_971006
$
253,991
$ -
$6,712.30
38
11
04707108
$
373,625
$ -
$13,365.15
28
12
04707109
$
513,156
$ -
$13,365.15
38
13
04707112
$
154,662
$ -
$13,309.56
12
14
04707113
$
964,147
$ -
$8,811.68
109
15
04707114
$
476,436
$ -
$8,811.68
54
16
93971025
$
614,766
$ -
$6,744.89
91
17
93971026
$
614,766
$ -
$6,744.89
91
18
93971023
$
1,108, 638
$ -
$6,744.89
164
1.9
93971024
$
1,050,000
$ -
$6,744.89
156
---93971029
$
939,775
$ -
$6,681.62
141
21
93971030
$
1 006',"000
$ -
$6,681.62
150
22
93971027
$
874,123
$ -
$6,681.62
131
23
93971028
$
1,000,000
$ -
$6,681.62
150
24
04707204
$
381,745
$ -
$13,365.15
29
25
04707205
$
420,097
$ -
$13,365.15
31
26
04707206
$
1,325,974
$ -
$13,365.15
99
27
04707221
$
635,969
$ -
$13,365.15
48
28
04707222
$
901,657
$ -
$13,365.15
67
29
04707224
$
945,817
$ -
$13,365.15
71
30
04707223
$
60,655
$ -
$13,365.15
5
31
32
04707209
04707210
$
$
422,361
616,760
$ -
$
$13,365.15
$13,365.15
32
46
33
04707211
$
1,591,168
$
$13,365.15
119
34
04707212
$
210,149
$
$13,365.15
16
35
04707213
$
1,405,000
$
$13,365.15
105
36
04707214
$
423,493
$
$13,365.15
32
37
04707215
$
512,818
$
$13,365.15
38
38
04707216
$
772,853
$
$13,365.15
58
04707217
$
586,645
$
$13,365.15
44
_39
40
04707218
$
719,553
$
$13,365.15
54
41
42
04707219
04707220
$
$
551,928
117,818
.$
$
$13,365.15
$11,662.63
41
10
04710101
$
78,827
$
$12,966.37
6
--43
44
45
04710102
04710103
$
$
425,288
519,167
$
$
$13,802.29
$13,802.29
31
38
Harris & Associates
6-47
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Enqineer's Report Paqe 9
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
46
04710104
$
617,974
$
$13,802.29
45
47
04710105
$126,849
$
$13,802.29
9
48
04710106
$
1,067,385
$
$13,802.29
77
49
04710107
$
1,375,000
$
$13,802.29
100-
50
04710108
$
237,970
$
$13,802.29
17
51
04710118
$
402,280
$
$13,802.29
29
_
52
53
04710119
04710110
$
$
612,322
100,316
$
$
$13,802.29
$13,802.29
44
7
54
04710111
$
399,171
$
$13,802.29
29
55
04710112
$
102,040
$
$13,802.29
7
56
04710113
$
1,739,079
$
$13,840.63
126
57
04710114
$
452,858
$
$14,049.61
32
58
04710115
$
501,679
$
$14,396.63
35
59
93284082
$
1,193, 919
$
$7,450.44
160
60
93284083
$
382,733
$
$7,450.44
51
61
93284076
$
1,188, 000
$
$8,665.97
137
62
93284077
$
1,047,177
$
$8,665.98
121
63
04708201
$ ..
1,419,604
$
$13,365.16
106
64
04708202
$
1,652,307
$
$13,365.16
124
65
04708203
$
1,681,653
$
$13,365.16
126
66
04708240
$
777,337
$
$13,365.16
58
67
04708239
$
568,566
$
$13,365.16
43
68
04708205
$
1,229,188
$
$13,365.16
92
69
04708206
$
594,658
$
$13,365.16
44
70
04708207
$
233,143
$
$13,365.16
17
71
04708208
$
135,052
$
$13,365.16
10
72
04708209
$
644,517
$
$13,365.16
48
73
04708219
$
1,895,529
$
$13,365.16
142
74
04708228
$
189,793
$ -
$13,365.16
14
75
04708222
$
767,304
$ -
$13,365.16
57
76
04708223
$
1,409,839
$ -
$13,365.16
105
77
04708235
$
856,180
$ -
$13,365.16
64
78
04708236
$
188,140
$ -
$13,365.16
14
79
04708225
$
511,371
$ -
$13,365.16
38
80
04708226
$
508,181
$ -
$13,365.16
38
81
93284080
$
568,658
$ -
$6,683.55
85
82
93284081
$
758,211
$ -
$6,683.55
113
83
04708231
$
951,043
$ -
$13,365.16
71
84
04708330
$
855,610
$ -
$13,365.16
64
85
04708331
$
1,530,079
$ -
$13,365.15
114
86
04708302
$
1,700,000
$ -
$13,365.15
127
87
04708333
$
1,193,613
$ -
$13,365.15
89
88
04708332
$
167,706
$ -
$13,365.15
13
89
93284021
$
596,152
$ -
$6,683.54
89
§d -----6M294
2
$
721,809
$ -
$6,683.54
108
iM Harris & Associates
MM
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 10
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
91
04708336
$
1,472,500
$
$15,186.55
97
92
04708307
$
626,121
$
$14,275.85
44
93
04708308
$
293,481
$
$14,275.85
21
94
04708312
$
418,033
$
$13,125.50
32
95
04708313
$
379937895
$
$137125.50
304
96
04708314
$
2297374
$
$177439.32
13
97
04708315
$
274977123
$
$137067.98
191
98
04708316
$
6937789
$
$137365.15
52
99
04708317
$
4027934
$
$137365.15
30
100
04708318
$
1,147, 563
$
$137365.15
86
101
04708319
$
6207238
$
$137365.15
46
102
04708320
$
9177026
$
$137365.15
69
103
04708321
$
6847820
$
$137365.15
51
104
93284073
$
172207674
$
$67685.45
183
105
93284072
$
4677524
$
$67685.45
70
106
93284071
$
5107909
$
$67685.45
76
107
93284070
$
5297689
$
$67685.45
79
108
04708328
$
1,149, 612
$
$137365.15
86
109
04708329
$
6847820
$
$137365.15
51
110
04709101
$
963,909
$
$137365.15
72
111
04709102
$
1,797,702
$
$137365.15
135
112
04709103
$
3897377
$
$137365.15
29
113
04709104
$
957557
$
$137365.15
7
114
04709105
$
1297254
$
$137365.15
10
115
04709106
$
8317250
$
$137365.15
62
116
04709107
$
170927816
$
$137365.15
82
117
04709108
$
175587000
$
$157642.85
100
118
04709133
$
177557772
$
$157642.85
112
119
04709110
$
2007883
$ -
$137067.98
15
120
04709111
$
6667106
$ -
$137125.50
51
121
04709112
$
1027047
$ -
$13,125.50
8
122
04709113
$
6127386
$ -
$13,125.50
47
123
04709114
$
1527033
$ -
$137125.50
12
124
04709115
$
8087553
$ -
$137125.50
62
125
04709116
$
370917413
$ -
$137125.50
236
126
04709137
$
175647962
$ -
$137125.50
119
127
04709136
$
474937206
$ -
$137129.33
342
128
04709118
$
177347870
$ -
$137265.46
131
129
04709119
$
8927790
$ -
$137656.58
65
130
04709135
$
1657866
$ -
$137704.51
12
131
04709134
$
5767713
$ -
$137752.44
42
132
93284090
$
3987954
$ -
$67911.69
58
133
93284091
$
172027914
$ -
$67911.69
174
134
04709123
$
1857099
$ -
$137848.30
13
135
04709124
$
175677654
$ -
$137848.30
113
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 11
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
136
04709125
$
295,623
$
$13,848.30
21
137
04709126
$
76,477
$
$13,848.30
6
138
04709131
$
1,200,000
$
$14,145.47
85
139
04709233
$
1,223,976
$
$12,786.15
96
140
04709202
$
1,229,532
$
$13,365.15
92
141
04709203
$
565,467
$
$13,365.15
42
142
04709204
$
1,400,000
$
$13,365.15
105
143
04709205
$
1,548,800
$
$13,365.15
116
144
04709206
$
442,107
$
$13,365.15
33
145
04709207
$
718,251
$
$13,365.15
54
146
04709208
$
244,861
$
$13,365.15
18
147
04709209
$
260,866
$
$13,365.15
20
148
04709210
$
1,000,020
$
$17,590.78
57
149
04709235
$
3,637,368
$
$12,406.54
293
150
04709234
$
1,622,845
$
$12,406.54
131
151
04709212
$
645,729
$
$12,406.54
52
152
04709213
$
1,755,285
$
$12,406.54
141
153
04709214
$
229,605
$
$16,001.37
14
154
04709226
$
508,565
$
$12,406.54
41
155
04709227
$
107,623
$
$12,406.54
9
156
04709216
$
1,114, 419
$
$13,106.33
85
157
04709217
$
605,669
$
$13,365.15
45
158
04709218
$
642,897
$
$13,365.15
48
159
04709219
$
483,349
$
$13,365.15
36
160
04709220
$
689,297
$
$13,365.15
52
161
04709238
$
811,944
$
$13,365.15
61
162
04709236
$
903,178
$
$13,365.15
68
163
04709237
$
826,636
$
$13,365.15
62
164
04709229
$
1,599,007
$ -
$13,365.15
120
165
04709228
$
221,152
$ -
$13,365.15
17
166
04709224
$
180,976
$ -
$13,365.15
14
167
04709225
$
749,802
$ -
$12,855.17
58
168
04709301
$
1,338,000
$ -
$12,166.87
110
169
04709302
$
468,423
$ -
$12,166.87
38
170
04709303
$
375,191
$ -
$12,166.87
31
171
04709304
$
1,133, 936
$ -
$12,166.87
93
172
04709305
$
406,038
$ -
$12,166.87
33
173
04709306
$
256,867
$ -
$12,166.87
21
174
04709307
$
64,043
$ -
$12,166.87
5
175
04709308
$
95,108
$ -
$12,166.87
8
176
04709309
$
244,895
$ -
$12,166.87
20
177
04709310
$
1,249,475
$ -
$12,166.87
103
178
04709311
$
327,892
$ -
$12,166.87
27
179
04709312
$
438,611
$ -
$11,982.81
37
Harris & Associates
6-50
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 12
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
180
04709331
$
1,185,769
$
$12,406.54
96
181
04709337
$
3,304,614
$
$12,406.54
266
182
04709314
$
620,491
$
$12,406.54
50
183
93284074
$
59,647........$
$6,204.22
10
184
93284075
$
463,783
$
$6,292.34
74
185
04709316
$
2,349,927
$
$12,406.54
189
186
04709317
$
3,073,832
$
$12,406.54
248
187
04709318
$
1,229,532
$
$11,998.16
102
188
04709319
$
450,232
$
$12,166.87
37
189
04709320
$
107,923
$
$12,166.87
9
190
04709321
$
569,082
$
$12,166.87
47
191
04709322
$
959,404
$
$12,166.87
79
192
04709323
$
66,459
$
$12,166.87
5
193
04709324
$
811,863
$
$12,166.87
67
194
04709333
$
201,813
$
$12,166.87
17
195
04709334
$
669,469
$
$12,166.87
55
196
04709327
$
84,224
$
$12,166.87
7
197
04709328
$
1,253,245
$
$12,166.87
103
198
04709329
$
262,801
$
$12,166.87
22
199
04709401
$
527,155
$
$12,166.87
43
200
04709402
$
1,362,000
$
$12,166.87
112
201
04709403
$
1,279,205
$
$12,166.87
105
202
04709404
$
122,474
$
$12,166.87
10
203
04709405
$
279,788
$
$12,166.87
23
204
04709406
$
1,313,000
$
$12,166.87
108
205
04709429
$
882,583
$
$12,166.87
73
206
04709428
$
1,111, 620
$
$12,166.87
91
207
04709408
$
67,287
$
$12,166.87
6
208
04709409
$
66,459
$ -
$12,166.87
5
209
04709410
$
959,404
$ -
$12,166.87
79
210
04709411
$
2,421,835
$ -
$11,975.15
202
211
04709412
$
119,691
$
$12,406.54
10
212
04709413
$
2,169,195
$
$12,406.54
175
213
04709414
$
1,341,706
$
$12,406.54
108
214
04709415
$
3,638,620
$
$12,406.54
293
215
04709416
$
1,159,932
$
$12,406.54
93
216_
04709417
$
224,247
$
$12,406.54
18
217
04709418
$
272,888
$
$11,990.49
23
218
04709419
$
484,363
$
$12,166.87
40
219
04709420
$
80,932
$
$12,166.87
7
220
04709421
$
731,522
$
$12,166.87
60
221
04709432
$
435,407
$
$12,166.87
36
222
04709433
$
968,981
$
$12,166.87
80
223
04709423
$
370,670
$
$12,166.87
30
224
04709431
$
476,110
$
$12,166.87
39
225
04709430
$
143,582
$
$12,166.87
12
Harris & Associates
6-51
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 13
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
226
04709425
$
103,318
$
$12,166.87
8
227
04709426
$
1,136,941
$
$12,166.87
93
228
04709427
$
1,408,234
$
$12,166.87
116
229
04714101
$
689,574
$
$12,071.02
57
230
04714102
$
130,391
$
$12,166.87
11
246
04714118
$
3,800,000
$
$12,406.54
306
231
04714103
$
261,952
$
$12,166.87
22
232
04714104
$
862,209
$
$12,166.87
71
233
234
04714105
04714106
$
$
577,004
867, 661
$
$
$12,166.87
$12,166.87
47
71
235
04714107
$
499,230
$
$12,166.87
41
236
04714108
$
1,544,056
$
$12,166.87
127
237
238
04714109
047141..1..0...........$
$ ......................1..,127,731.........._$.........................................._...................................................$12,166.87.............................................................................................................................
71,884
$
$12,166.87
6
93
239
04714111
$........
101,517
$
$12,166.87
8
240
04714112
$
226,416
$
$12,001.99
19
241
04714113
$
101,209
$
$12,406.54
8
242
04714114
$
101,209
$
$12,406.54
8
243
04714115
$
3,073,832
$
$12,406.54
248
244
04714116
$
11 2,786,934
$
$12,406.54
225
245
04714117
$
695,287
$
$12,406.54
56
247
04714119
$
978,675
$
$12,025.00
81
248
04714120
$
114,404
$
$12,166.87
9
249
04714121
$
311,680
$
$12,166.87
26
250
04714130
$
423,931
$
$12,166.87
35
251
04714129
$
80,631
$
$12,166.87
7
252
04714123
$
203,225
$
$12,166.87
17
253
04714124
$
1,755,000
$
$12,166.87
144
254
04714125
$
389,377
$ -
$12,166.87
32
255
04714132
$
665,253
$ -
$12,166.87
55
256
04714131
$
1,413,962
$ -
$12,166.87
116
257
04714127
$
692,923
$ -
$12,166.87
57
258
259
04714128
04714201
$
$
888,615
772,412
$
$
$11,562.94
$15,853.75
77
49
260
04714226
$
934,925
$
$13,365.15
70
261
04714227
$
1,750,000
$
$13,365.15
131
262
04714204
$
942,203
$
$13,365.15
70
263
04714205
$
1,850,000
$
$13,365.15
138
264
04714206
$
982,146
$
$13,365.15
73
265
04714229
$
1,524,715
$
$13,365.15
114
266
04714208
$
1,450,000
$
$13,365.15
108
267
04714209
$
1,477,513
$
$13,365.15
111
268
04714210
$
757,747
$
$13,365.15
57
269
04714211
$
1,193, 796
$
$13,119.75
91
270
04714212
$
2,525,717
$
$12,406.54
204
Harris & Associates
6-52
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 14
Assessor's Total Assessments as Assessments Value
Asmt Parcel True Existing Preliminarily as Confirmed to Lien
No. Number Value Liens Approved and Recorded Ratio
271 04714213 $ 2,976,584 $ $12,406.54 240
272 04714214 $ 2,855,944 $ $12,406.54 230
273
04714215
$
1,989,030
$
$12,406.54
160
274
04714228
$
2,080,759
$
$20,336.28
102
275
04714222
$
1,529,970
$
$18,374.93
83
276_
04714223
$
338,013
$
$15,642.85
22
277
04714224
$
534,088
$
$16,007.12
33
278
04714225
$
552,888
$
$16,089.57
34
$242,137,779 $
$3,435,000.00 $0.00 70
Harris & Associates
6-53
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd / 23rd St / Ocean Front W / 31st St)
Preliminary Engineer's Report Page 15
Table 2
Debt Limit Valuation
A. ESTIMATED BALANCE TO ASSESSMENT
$3,435,000
B. UNPAID SPECIAL ASSESSMENTS
$0
TOTAL A & B
$3,435,000
C. TRUE VALUE OF PARCELS
$242,137,779 **
AVERAGE VALUE TO LIEN RATIO
70:1
* Unpaid Special Assessments shall consist of the total principal sum of all unpaid special
assessments previously levied or proposed to be levied other than in the instant proceedings.
** True Value of Parcels means the total value of the land and improvements as estimated and
shown on the last equalized roll of the County or as otherwise reasonably calculated.
This report does not represent a recommendation of parcel value, economic viability or financial
feasibility, as that is not the responsibility of the Assessment Engineer.
CERTIFICATION
I, the undersigned Assessment Engineer, do hereby certify that (i) the total amount of the principal
sum of the special assessments proposed to be levied, together with the principal amount of
previously levied special assessments, as set forth above, do not exceed one-half (1/2) the total true
value of the parcels proposed to be assessed, and (ii) the amount proposed to be assessed upon any
parcel does not exceed one-half of the true value of the parcel.
EXECUTED on October 22, 2015.
HARRIS & ASSOCIATES
ALISON M. BOULEY, P.E.
R.C.E. NO. C61383
ASSESSMENT ENGINEER
CITY OF NEWPORT BEACH
COUNTY OF ORANGE, STATE OF CALIFORNIA
Harris & Associates
6-54
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 16
Exhibit 1
Method and Formula of Assessment Spread
Since the improvements are to be funded by the levying of assessments, the "Municipal Improvement
Act of 1913" and Article XIIID of the State Constitution require that assessments must be based on
the special benefit that the properties receive from the works of improvement. In addition, Section 4
of Article XIIID of the State Constitution requires that a parcel's assessment may not exceed the
reasonable cost of the proportional special benefit conferred on that parcel. Section 4 provides that
only special benefits are assessable and the local agency levying the assessment must separate the
general benefits from the special benefits. It also provides that parcels within a district that are
owned or used by any public agency, the State of California, or the United States shall not be exempt
from assessment unless the agency can demonstrate by clear and convincing evidence that those
publicly owned parcels in fact receive no special benefit. Neither the Act nor the State Constitution
specifies the method or formula that should be used to apportion the costs to properties in any special
assessment district proceedings.
The responsibility for recommending an apportionment of the costs to properties which specially
benefit from the improvements rests with the Assessment Engineer, who is appointed for the purpose
of making an analysis of the facts and determining the correct apportionment of the assessment
obligation. In order to apportion the assessments to each parcel in direct proportion with the special
benefit which it will receive from the improvements, an analysis has been completed and is used as
the basis for apportioning costs to each property within the Assessment District.
Based upon an analysis of the special benefit to be received by each parcel from the construction of
the works of improvement, the Assessment Engineer recommends the apportionment of costs as
outlined below. The final authority and action rests with the City Council after hearing all testimony
and evidence presented at a public hearing, and tabulating the assessment ballots previously mailed
to all record owners of property within the Assessment District. Upon the conclusion of the public
hearing, the City Council must make the final determination whether or not the assessment spread
has been made in direct proportion to the special benefits received by each parcel within the
Assessment District. Ballot tabulation will be done at that time and, if a majority of the returned
ballots weighted by assessment amount are not in opposition to the Assessment District, the City
Council may form the Assessment District.
The following sections set forth the methodology used to apportion the costs of the improvements to
each parcel.
SPECIAL BENEFITS
In further making the analysis, it is necessary that the properties receive a special benefit
distinguished from general benefits conferred on real property located in the District or to the public
at large.
The purpose of this Assessment District is to provide the financing to underground existing overhead
electrical, telephone and cable facilities as well as rehabilitate the affected portions of streets and
alleys within the District. These facilities are the direct source of service to the properties within the
Assessment District.
Harris & Associates
6-55
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 17
The proposed replacement of existing overhead utility facilities (power, telephone and cable
facilities) with underground facilities and removal of the existing utility poles and the overhead wires
will provide a special benefit to the parcels connected to and adjacent to, or in near proximity of, the
facilities as follows:
■ Improved Aesthetics Benefit. This benefit relates to the improved aesthetics of the streetscape due
to the removal of overhead wires and utility poles. For the purposes of this report, a street is
defined as either a street or alley. The removal of guy wires and other support structures related to
the overhead facilities are included in the definition of improved aesthetics. Properties that are
directly adjacent to overhead facilities receive an aesthetic benefit. This benefit is based on the
area of the parcel.
■ Additional Safety Benefit. This benefit relates to the additional safety of having the overhead
distribution wires placed underground and having the power poles removed, which eliminates the
threat of downed utility lines and poles due to wind, rain and other unforeseeable events. Falling
facilities can lead to personal injuries and damage to structures, including fire. Properties
immediately adjacent to the facilities usually have a greater risk. Furthermore, in compact
communities like the Balboa Peninsula, the negative effects of falling lines and poles are more
widespread including blocked roadways and alleys, and property damage due to impact. Properties
that are adjacent to, or in proximity of, overhead facilities receive a safety benefit. This benefit is
equal for all parcels receiving this benefit and is therefore based on the average parcel area within
the assessment district boundary.
■ Connection Benefit. This benefit relates to the enhanced reliability of service from the utilities
being underground, due to having all new wires and equipment and having that equipment
underground, which reduces the threat of service interruption from downed lines. When compared
to overhead systems, fewer outages occur due to various acts of nature, traffic collisions and
obstructions (such as trees). Properties that are connected to, or have the ability to connect to, the
facilities proposed to be undergrounded receive a connection benefit. This benefit is equal for all
parcels receiving this benefit and is therefore based on the average parcel area within the
assessment district boundary.
By virtue of such special benefits, the proposed improvements will provide a higher level of service,
increase the desirability of the properties and will specifically enhance the values of the properties
within the Assessment District. In addition, properties will receive easier access to garage parking
within the residential alleyways. Therefore, the proposed improvements are of direct and special
benefit to these properties.
GENERAL BENEFITS
Section 4 of Article XIIID requires that the general benefits imparted by the utility undergrounding
project be separated from the special benefits and that only the special benefit portion of the costs of
the project be assessed against those parcels which are identified as receiving special benefits.
Separating the general from the special benefits requires an examination of the facts and
circumstances of the project and the property being assessed.
In this particular assessment district, the streets and alleys along which the existing overhead utility
facilities are being undergrounded function as local and collector streets. No other roadways are
designated as an arterial, a major arterial or a scenic corridor in the Transportation Element of the
City's General Plan. Furthermore, the City has an established network of arterial streets which
Harris & Associates
6-56
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 18
appear to function as intended to provide for the movement of traffic around and through the
community at large without the need to utilize local collector streets for such purposes. Under these
circumstances, any use of the streets within the assessment district as "through" streets is incidental.
With the exception of certain properties (Assessment Numbers 30, 274, 275, 277, and 278), the
properties situated within the assessment district are used as residential. Under this circumstance, the
impacts, both visual and safety, are largely isolated to those properties (and the persons who inhabit
them) which front on these local streets and alleys, with only incidental impacts on those who visit
homes within the assessment district or who pass through the assessment district on trips originating
outside the boundary and having a destination outside the boundary.
Based on these facts and circumstances, any general benefits to the property within the Assessment
District in general, to the surrounding community and to the public at large from the project of
undergrounding these local overhead utility facilities on the local streets and alleys, such as to the
general public visiting in cars, on bikes or on foot, are incidental and do not exceed five percent (5%)
of the estimated project costs. This general benefit portion of the cost is more than offset by the
estimated 20 percent (20%) utility company contribution. Therefore, the remainder of the project
design and construction costs represents the local and special benefits to the parcels within the
Assessment District. Because only the net amount of $3,435,000 is apportioned to the parcels within
the District, no parcel is assessed more than its proportional share of the special benefits from the
improvements.
METHODOLOGY
Based upon the findings described above, the special benefit received by the properties within the
boundaries of the Assessment District is the conversion from an overhead to an underground utility
system resulting in additional safety, enhanced reliability, and improved aesthetics to the adjacent
properties.
Based on these conditions, it is our conclusion that the improvements specially benefit all assessed
properties in the Assessment District.
To establish the benefit to the individual parcels within the Assessment District, the highest and best
use of each property is considered. For example, a vacant property is considered developed to its
highest potential and connected to the system.
The more a property is developed, the more it benefits from the proposed improvements. Most of
properties within this Assessment District are zoned residential and some have one or two dwelling
units on them. There is a direct correlation between the size of a property and the extent to which a
property may develop. Because parcel size is one of the main limiting factors for what can be built on
a property, or the extent the property is developed, the size of each parcel is used as the base unit for
measuring benefit.
Consideration was given to reducing the amount of area assigned to parcels based upon the building
setbacks applicable to each parcel. Due to the combined factors of (a) significant variations in the
setback requirements, including front, side and rear setbacks, (b) availability of future variances from
currently applicable setback requirements as well as existing variances already in place, and (c)
significant variations in the ratios between building size and lot size, it was concluded that
adjustments to parcel areas on account of setback requirements would not improve upon the
assessment methodology. Accordingly, no reductions have been made to parcel area based upon
applicable setback requirements or the existence of easements within those setbacks.
Harris & Associates
6-57
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 19
The area of a condominium is calculated by taking the area of the base parcel and dividing by the
number of condominiums.
The special benefits from the undergrounding of overhead utilities are categorized into the three (3)
distinct benefits identified above. All parcels within the District, except for the few exceptions
identified below, receive 3 of the 3 benefits.
For the Improved Aesthetics Benefit the parcel area is multiplied by 1 to calculate the "Aesthetics
Benefit Area".
For the "Additional Safety Benefit", each parcel is considered to receive 1 unit of benefit. For
condominiums, each unit is assigned 0.5 safety benefit unit. The average parcel size, 2298 square
feet, is multiplied by the safety benefit factor to calculate the "Safety Benefit Area".
For the Connection Benefit, each lot is assigned 1 benefit unit. For condominiums, each unit is
assigned a 0.5 connection benefit. The average parcel arca, 2298 square feet, within the district is
multiplied by the benefit unit for each parcel to determine "Connection Benefit Area".
The Assessed Benefit Area per parcel is equal to the Aesthetics Benefit Area plus the Safety Benefit
Area plus the Connection Benefit Area, divided by 3. See Appendix A for the assessment
calculations for each parcel within the District.
Exceptions
The following are parcels whose benefits do not fit the above methodology, as explained below.
1. Assessment Nos. 14 & 15. These properties are deemed to receive no Improved Aesthetic
Benefit from the undergrounding project, as they have no direct frontage on the utility lines being
undergrounded. The properties are considered to receive full Additional Safety and Connection
Benefits from the undergrounding project.
2. 107 23rd Street and 2300 to 2306 West Oceanfront are excluded from the assessment district
boundary since their adjacent utilities will be undergrounded by Southern California Edison
through a Rule 20A process. They receive no benefits from this assessment district.
ASSESSMENT APPORTIONMENT
Each parcel will be apportioned its fair share of the construction costs based on the Assessed Benefit
Area calculated for each property.
Incidental Expenses and Financial Costs have been assessed to the entire Assessment District on a
prorata basis relative to the total construction cost allocations.
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 20
The individual assessment calculations are provided in Appendix A. For particulars to the
Assessment Roll, reference is made to Table 1 in Part III of this report.
In conclusion, it is my opinion that the assessments for the referenced Assessment District have been
spread in direct accordance with the special benefits that each parcel receives from the works of
improvement.
DATED: October 22, 2015 HARRIS & ASSOCIATES
'c/l/", le-1-1—
ALISON M. BOULEY, P.E.
R.C.E. No. C61383
ASSESSMENT ENGINEER
CITY OF NEWPORT BEACH
COUNTY OF ORANGE, STATE OF CALIFORNIA
Harris & Associates
6-59
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Paqe 21
I, , 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 , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , as CITY CLERK of the CITY OF NEWPORT
BEACH, CALIFORNIA do hereby certify that the foregoing Assessment, together with the Diagram
attached thereto, was preliminarily approved by the City Council of the CITY OF NEWPORT
BEACH, CALIFORNIA, on the day of , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , 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
12015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , 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 , 2015.
SUPERINTENDENT OF STREETS
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
:.8i
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 22
Part IV
Annual Administrative Assessment
A proposed maximum annual administrative assessment shall be levied on each parcel of land and
subdivision of land within the Assessment District to pay for necessary costs and expenses incurred
by the CITY OF NEWPORT BEACH, and not otherwise reimbursed, resulting from the
administration and collection of assessments, from the administration or registration of any bonds
and reserve or other related funds, or both. The maximum assessment is authorized pursuant to the
provisions of Section 10204(f) of the Streets and Highways Code and shall not exceed fifty dollars
($50) per parcel per year, subject to an annual increase based on the Consumer Price Index (CPI),
during the preceding year ending in January, for all Urban Consumers in the Los Angeles, Riverside,
and Orange County areas. The exact amount of the administration charge will be established each
year by the Superintendent of Streets.
The annual administrative assessment will be collected in the same manner and in the same
installments as the assessment levied to pay for the cost of the works of improvement.
Harris & Associates
6-61
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 23
Part V
Diagram of Assessment
A reduced copy of the Assessment Diagram is attached hereto. Full-sized copies of the Boundary
Map and Assessment Diagram are on file in the Office of the City Clerk, of the City of Newport
Beach.
As required by the Act, the Assessment Diagram shows the exterior boundaries of the Assessment
District and the assessment number assigned to each parcel of land corresponding to its number as it
appears in the Assessment Roll contained in Part III Table 1. The Assessor's Parcel Number is also
shown for each parcel as they existed at the time of the passage of the Resolution of Intention and
reference is hereby made to the Assessor's Parcel Maps of the County of Orange for the boundaries
and dimensions of each parcel of land.
Harris & Associates
6-62
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 24
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 25
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Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Enqineer's Report Page 26
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Harris & Associates
6-65
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 27
Part VI
Description of Facilities
Section 10100 of the Act provides for the legislative body of any municipality to finance certain
capital facilities and services within or along its streets or any public way or easement. The
following is a list of proposed improvements as allowed under the Act to be installed, or improved
under the provisions of the Act, including the acquisition of required right-of-way and/or property.
For the general location of the improvements to be constructed referenced is hereby made to the
Plans and Specifications described in Part I of this report.
The following improvements are proposed to be constructed and installed in the general location
referred to as Assessment District No. 111.
1. Acquisition of any required easements or rights-of-way.
2. Removal of existing utility poles.
3. Removal of overhead resident service drops.
4. Construction of mainline underground power, telephone and cable conduit, with appurtenant
manholes and pullboxes, and installation of cabling, wiring and other facilities.
5. Construction of service conduit and appurtenances.
The improvements will be designed by the Southern California Edison Company, AT&T and Time
Warner Cable. The utility companies will be responsible for inspecting the work for their facilities
and the City of Newport Beach will inspect the work to ensure conformance to City standards and
specifications where applicable.
The City will also construct additional pavement rehabilitation as needed for the project.
Once completed, the underground facilities will become the property and responsibility of Southern
California Edison Company, AT&T, and Time Warner Cable.
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 and alleys to the points of connection on the private property.
Conversion of individual service connections on private property is not included in the work done by
the Assessment District.
The estimated time for completion of the undergrounding of the utilities is 36 months after the sale of
bonds. Property owners will be required to provide necessary underground connections within 120
days of the completion of the underground facilities.
Failure to convert individual service connections on private property may result in a recommendation
to the City Council that the public utilities be directed to discontinue service to that property pursuant
to Section 15.32 of the Municipal Code. Overhead facilities cannot be removed until all overhead
service has been discontinued.
Harris & Associates
:..
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 28
Right -of -Way Certificate
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF NEWPORT BEACH
The undersigned hereby CERTIFIES UNDER PENALTY OF PERJURY that the following is all
true and correct.
That at all time herein mentioned, the undersigned was, and now is, the authorized representative of
the duly appointed SUPERINTENDENT OF STREETS of the CITY OF NEWPORT BEACH,
CALIFORNIA.
That there have now been instituted proceedings under the provisions of Article XIIID of the
California Constitution, and the "Municipal Improvements Act of 1913," being Division 12 of the
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. 111 (hereinafter referred to as the "Assessment District").
THE UNDERSIGNED STATES AND CERTIFIES AS FOLLOWS:
All easements or right-of-way necessary for the construction and installation of the public
improvements of the Assessment District either have been obtained or are in process of being
obtained and will be obtained and in the possession of the affected utility company, the City, the
County of Orange or the State of California prior to commencement of the construction and
installation of such public improvements.
EXECUTED this day of 2015, at CITY OF NEWPORT BEACH,
California.
SUPERINTENDENT OF STREETS
CITY OF NEWPORT BEACH
State of California
La
David Webb, PE
Harris & Associates
6-67
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report Page 29
Certificate of Completion of Environmental Proceedings
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF NEWPORT BEACH
The undersigned, under penalty of perjury, CERTIFIES as follows:
1. That I am the person who authorized to prepare and process all environmental documentation as
needed as it relates to the formation of the special Assessment District being formed 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, said special Assessment District known and
designated as UNDERGROUND UTILITY ASSESSMENT DISTRICT NO. 111 (hereinafter
referred to as the "Assessment District").
2. The specific environmental proceedings relating to this Assessment District that have been
completed are as follows:
CEQA compliance review:
The proposed project is Categorically Exempt (Class 2) from the provisions of CEQA
(replacement or reconstructions).
3. I do hereby certify that all environmental evaluation proceedings necessary for the formation of
the Assessment District have been completed to my satisfaction, and that no further
environmental proceedings are necessary.
EXECUTED this day of 2015, at CITY OF NEWPORT BEACH,
California.
Bv:
DAVID WEBB, P.E.
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
City of Newport Beach
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 1
Harris & Associates 6-69
Property
Address
Asmt
No.
Assessor's
Parcel
Number
Parcel
Size (sf)
Aesthetics
Benefit
Area
Safety Connection
Benefit Benefit
Area Area
Assessed
Benefit
Area
Total
Construction
Costs
Incidental
Expenses
Financial
Costs
Preliminary
Total
Assessment
3012 &1/2 BALBOA BLVD
1
04707103
3,645
3645
2298
2298
2,747
$13,089.45
$1,565.29
$1,145.32
$15,800.06
3010 BALBOA BLVD
2
04707104
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
3008A BALBOA BLVD
3
93971015
1,786
1786
1149
1149
1,361
$6,486.76
$775.71
$567.58
$7,830.05
3008 B BALBOA BLVD
4
93971016
1,786
1786
1149
1149
1,361
$6,486.76
$775.71
$567.58
$7,830.05
201
A 30TH ST
5
93971001
1,329
1329
1149
1149
1,209
$5,760.89
$688.91
$504.07
$6,953.87
201
B 30TH ST
6
93971002
1,329
1329
1149
1149
1,209
$5,760.89
$688.91
$504.07
$6,953.87
203
A 30TH ST
7
93971003
1,203
1203
1149
1149
1,167
$5,560.76
$664.98
$486.56
$6,712.30
203
B 30TH ST
8
93971004
1,203
1203
1149
1149
1,167
$5,560.76
$664.98
$486.56
$6,712.30
205
A 30TH ST
9
93971005
1,203
1203
1149
1149
1,167
$5,560.76
$664.98
$486.56
$6,712.30
205
B 30TH ST
10
93971006
1,203
1203
1149
1149
1,167
$5,560.76
$664.98
$486.56
$6,712.30
207
A&B 30TH ST
11
04707108
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
209
30TH ST
12
04707109
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
213
30TH ST
13
04707112
2,346
2346
2298
2298
2,314
$11,026.21
$1,318.56
$964.79
$13,309.56
215
30TH ST
14
04707113
1,855
0
2298
2298
1,532
$7,299.98
$872.96
$638.74
$8,811.68
217
30TH ST
15
04707114
1,178
0
2298
2298
1,532
$7,299.98
$872.96
$638.74
$8,811.68
2221 30TH ST
16
93971025
1,220
1220
1149
1149
1,173
$5,587.76
$668.21
$488.92
$6,744.89
222 2 30TH ST
17
93971026
1,220
1220
1149
1149
1,173
$5,587.76
$668.21
$488.92
$6,744.89
220
30TH ST
18
93971023
1,220
1220
1149
1149
1,173
$5,587.76
$668.21
$488.92
$6,744.89
220
&1/2 30TH ST
19
93971024
1,220
1220
1149
1149
1,173
$5,587.76
$668.21
$488.92
$6,744.89
216
30TH ST
20
93971029
1,187
1187
1149
1149
1,162
$5,535.35
$661.94
$484.33
$6,681.62
216
&1/2 30TH ST
21
93971030
1,187
1187
1149
1149
1,162
$5,535.35
$661.94
$484.33
$6,681.62
214
30TH ST
22
93971027
1,187
1187
1149
1149
1,162
$5,535.35
$661.94
$484.33
$6,681.62
214
&1/2 30TH ST
23
93971028
1,187
1187
1149
1149
1,162
$5,535.35
$661.94
$484.33
$6,681.62
212
&1/2 30TH ST
24
04707204
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
210
A&B 30TH ST
25
04707205
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
208
30TH ST
26
04707206
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
206
30TH ST
27
04707221
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
204
A&B 30TH ST
28
04707222
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
202
A&B 30TH ST
29
04707224
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
200
30TH ST
30
04707223
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
201
29TH ST
31
04707209
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
203
&1/2 29TH ST
32
04707210
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
205
A&B 29TH ST
33
04707211
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
207
29TH ST
34
04707212
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
209
29TH ST
35
04707213
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
211
&1/2 29TH ST
36
04707214
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
213
&1/2 29TH ST
37
04707215
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
215
&1/2 29TH ST
38
04707216
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
217
&1/2 29TH ST
39
04707217
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
219
29TH ST
40
04707218
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
221
29TH ST
41
04707219
2,375
2375
2298
2298
2,324
$11,072.27
$1,324.06
$968.82
$13,365.15
223
29TH ST
42
04707220
1,487
1487
2298
2298
2,028
$9,661.83
$1,155.40
$845.40
$11,662.63
218
&1/2 29TH ST
43
04710101
2,167
2167
2298
2298
2,254
$10,741.89
$1,284.57
$939.91
$12,966.37
216
A&B 29TH ST
44
04710102
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
214
&1/2 29TH ST
45
04710103
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
Harris & Associates 6-69
City of Newport Beach
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 2
Assessor's Aesthetics Safety Connection Assessed Total Preliminary
Property Asmt Parcel Parcel Benefit Benefit Benefit Benefit Construction Incidental Financial Total
EI Harris & Associates 6-70
Address
No.
Number
Size (sf)
Area
Area
Area
Area
Costs
Expenses
Costs
Assessment
212
&1/2 29TH ST
46
04710104
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
210
&1/2 29TH ST
47
04710105
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
208
&1/2 29TH ST
48
04710106
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
206&1/229TH
ST
49
04710107
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
204
29TH ST
50
04710108
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
202
29TH ST
51
04710118
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
200
29TH ST
52
04710119
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
201
A&B 28TH ST
53
04710110
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
203
&1/2 28TH ST
54
04710111
2,603
2603
2298
2298
2,400
$11,434.40
$1,367.38
$1,000.51
$13,802.29
205
207
ABC 28TH ST
28TH ST
55
56
04710112
04710113
2,603
2,623
2603
2623
2298
2298
2298
2298
2,400
2,406
$11,434.40
$11,466.17
$1,367.38
$1,371.18
$1,000.51
$1,003.28
$13,802.29
$13,840.63
209
A&B 28TH ST
57
04710114
2,732
2732
2298
2298
2,443
$11,639.30
$1,391.88
$1,018.43
$14,049.61
211
A&B 28TH ST
58
04710115
2,913
2913
2298
2298
2,503
$11,926.78
$1,426.26
$1,043.59
$14,396.63
213
A 28TH ST
59
93284082
1,588
1588
1149
1149
1,295
$6,172.26
$738.11
$540.07
$7,450.44
213
B 28TH ST
60
93284083
1,588
1588
1149
1149
1,295
$6,172.26
$738.11
$540.07
$7,450.44
215
28TH ST
61
93284076
2,222
2222
1149
1149
1,507
$7,179.26
$858.53
$628.18
$8,665.97
217
28TH ST
62
93284077
2,222
2222
1149
1149
1,507
$7,179.26
$858.53
$628.19
$8,665.98
126
A&B 31ST ST
63
04708201
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
124A&B
31 ST ST
64
04708202
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
122A&B
31 ST ST
65
04708203
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
120
A&B 31ST ST
66
04708240
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
118
31 ST ST
67
04708239
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
116
31 ST ST
68
04708205
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
114
31STST
69
04708206
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
112
31STST
70
04708207
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
110
31STST
71
04708208
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
108
31 ST ST
72
04708209
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
109
A&B 30TH ST
73
04708219
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
111
A&B 30TH ST
74
04708228
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
113
A&B 30TH ST
75
04708222
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
115
11 T
ABC 30TH ST
30TH ST
76
77
04708223
04708235
2,375
2,375
2375
2375
2298
2298
2298
2298
2,324
2,324
$11,072.26
$11,072.26
$1,324.07
$1,324.07
$968.83
$968.83
$13,365.16
$13,365.16
119
A&B 30TH ST
78
04708236
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
121
A&B 30TH ST
79
04708225
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
123
125
A&B 30TH ST
A 30TH ST
80
81
04708226
93284080
2,375
1,188
2375
1188
2298
1149
2298
1149
2,324
1,162
$11,072.26
$5,536.93
$1,324.07
$662.14
$968.83
$484.48
$13,365.16
$6,683.55
125
B 30TH ST
82
93284081
1,188
1188
1149
1149
1,162
$5,536.93
$662.14
$484.48
$6,683.55
127
A&B 30TH ST
83
04708231
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.07
$968.83
$13,365.16
126
124
&1/2 30TH ST
A&B 30TH ST
84
85
04708330
04708331
2,375
2,375
2375
2375
2298
2298
2298
2298
2,324
2,324
$11,072.26
$11,072.26
$1,324.07
$1,324.06
$968.83
$968.83
$13,365.16
$13,365.15
122
A&B 30TH ST
86
04708302
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
120
&1/2 30TH ST
87
04708333
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
118
30TH ST
88
04708332
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
116
A 30TH ST
89
93284021
1,188
1188
1149
1149
1,162
$5,536.93
$662.13
$484.48
$6,683.54
116
B 30TH ST
90
93284022
1,188
1188
1149
1149
1,162
$5,536.93
$662.13
$484.48
$6,683.54
EI Harris & Associates 6-70
City of Newport Beach
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 3
Harris & Associates 6-71
Property
Address
Asmt
No.
Assessor's
Parcel
Number
Parcel
Size (sf)
Aesthetics
Benefit
Area
Safety Connection
Benefit Benefit
Area Area
Assessed
Benefit
Area
Total
Construction
Costs
Incidental
Expenses
Financial
Costs
Preliminary
Total
Assessment
112
30TH ST
91
04708336
3,325
3325
2298
2298
2,640
$12,581.18
$1,504.51
$1,100.86
$15,186.55
110
A&B 30TH ST
92
04708307
2,850
2850
2298
2298
2,482
$11,826.72
$1,414.29
$1,034.84
$14,275.85
108
A&B 30TH ST
93
04708308
2,850
2850
2298
2298
2,482
$11,826.72
$1,414.29
$1,034.84
$14,275.85
2906 W OCEAN FRONT
94
04708312
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2904 W OCEAN FRONT
95
04708313
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2900 W OCEAN FRONT
96
04708314
4,500
4500
2298
2298
3,032
$14,447.47
$1,727.69
$1,264.16
$17,439.32
107
29TH ST
97
04708315
2,220
2220
2298
2298
2,272
$10,826.07
$1,294.62
$947.29
$13,067.98
109
29TH ST
98
04708316
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
111
29TH ST
99
04708317
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
113
A&B 29TH ST
100
04708318
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
115
A&B 29TH ST
101
04708319
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
117
29TH ST
102
04708320
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
119
29TH ST
103
04708321
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
121
&1/2 29TH ST
104
93284073
1,189
1189
1149
1149
1,162
$5,538.51
$662.32
$484.62
$6,685.45
121
29TH ST
105
93284072
1,189
1189
1149
1149
1,162
$5,538.51
$662.32
$484.62
$6,685.45
123
&1/2 29TH ST
106
93284071
1,189
1189
1149
1149
1,162
$5,538.51
$662.32
$484.62
$6,685.45
123
29TH ST
107
93284070
1,189
1189
1149
1149
1,162
$5,538.51
$662.32
$484.62
$6,685.45
125
29TH ST
108
04708328
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
127
A&B 29TH ST
109
04708329
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
128
29TH ST
110
04709101
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
126
29TH ST
111
04709102
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
124
&1/2 29TH ST
112
04709103
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
122
A&B 29TH ST
113
04709104
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
120
29TH ST
114
04709105
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
118
A&B 29TH ST
115
04709106
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
116
&1/2 29TH ST
116
04709107
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
114
29TH ST
117
04709108
3,563
3563
2298
2298
2,720
$12,959.20
$1,549.71
$1,133.94
$15,642.85
108
&110 29TH ST
118
04709133
3,563
3563
2298
2298
2,720
$12,959.20
$1,549.71
$1,133.94
$15,642.85
106
A&B 29TH ST
119
04709110
2,220
2220
2298
2298
2,272
$10,826.07
$1,294.62
$947.29
$13,067.98
2814 W OCEAN FRONT
120
04709111
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2812 W OCEAN FRONT
121
04709112
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2810 W OCEAN FRONT
122
04709113
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2808 W OCEAN FRONT
123
04709114
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2806 W OCEAN FRONT
124
04709115
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2804 W OCEAN FRONT
125
04709116
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2802 W OCEAN FRONT
126
04709137
2,250
2250
2298
2298
2,282
$10,873.72
$1,300.32
$951.46
$13,125.50
2800 W OCEAN FRONT
127
04709136
2,252
2252
2298
2298
2,283
$10,876.90
$1,300.70
$951.73
$13,129.33
107
&1/2 28TH ST
128
04709118
2,323
2323
2298
2298
2,306
$10,989.67
$1,314.19
$961.60
$13,265.46
109
&1/2 28TH ST
129
04709119
2,527
2527
2298
2298
2,374
$11,313.69
$1,352.94
$989.95
$13,656.58
111
&1/2 28TH ST
130
04709135
2,552
2552
2298
2298
2,383
$11,353.40
$1,357.68
$993.43
$13,704.51
113
&1/2 28TH ST
131
04709134
2,577
2577
2298
2298
2,391
$11,393.11
$1,362.43
$996.90
$13,752.44
115
A 28TH ST
132
93284090
1,307
1307
1149
1149
1,202
$5,725.94
$684.73
$501.02
$6,911.69
115
B 28TH ST
133
93284091
1,307
1307
1149
1149
1,202
$5,725.94
$684.73
$501.02
$6,911.69
117
A&B 28TH ST
134
04709123
2,627
2627
2298
2298
2,408
$11,472.52
$1,371.93
$1,003.85
$13,848.30
119
A&B 28TH ST
135
04709124
2,627
2627
2298
2298
2,408
$11,472.52
$1,371.93
$1,003.85
$13,848.30
Harris & Associates 6-71
City of Newport Beach
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 4
E`Harris & Associates 6-72
Property
Address
Asmt
No.
Assessor's
Parcel
Number
Parcel
Size (sf)
Aesthetics
Benefit
Area
Safety Connection
Benefit Benefit
Area Area
Assessed
Benefit
Area
Total
Construction
Costs
Incidental
Expenses
Financial
Costs
Preliminary
Total
Assessment
121
A&B 28TH ST
136
04709125
2,627
2627
2298
2298
2,408
$11,472.52
$1,371.93
$1,003.85
$13,848.30
123
28TH ST
137
04709126
2,627
2627
2298
2298
2,408
$11,472.52
$1,371.93
$1,003.85
$13,848.30
2801 &2805 BALBOA BLVD
138
04709131
2,782
2782
2298
2298
2,459
$11,718.71
$1,401.37
$1,025.39
$14,145.47
2711 A&B BALBOA BLVD
139
04709233
2,073
2073
2298
2298
2,223
$10,592.59
$1,266.70
$926.86
$12,786.15
124
A&B 28TH ST
140
04709202
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
122
A&B 28TH ST
141
04709203
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
120A&B
28TH ST
142
04709204
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
118A&B
28TH ST
143
04709205
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
116
&1/2 28TH ST
144
04709206
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
114
A&B 28TH ST
145
04709207
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
112
A&B 28TH ST
146
04709208
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
110A&B
28TH ST
147
04709209
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
106
&108 28TH ST
148
04709210
4,579
4579
2298
2298
3,058
$14,572.95
$1,742.69
$1,275.14
$17,590.78
2714 W OCEAN FRONT
149
04709235
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2712 W OCEAN FRONT
150
04709234
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2710 W OCEAN FRONT
151
04709212
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2708 W OCEAN FRONT
152
04709213
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2706 W OCEAN FRONT
153
04709214
3,750
3750
2298
2298
2,782
$13,256.22
$1,585.23
$1,159.92
$16,001.37
2702 W OCEAN FRONT
154
04709226
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.5-4-
2700 W OCEAN FRONT
155
04709227
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
107A&B
109
27TH ST
27TH ST
156
157
04709216
04709217
2,240
2,375
2240
2375
2298
2298
2298
2298
2,279
2,324
$10,857.84
$11,072.26
$1,298.42
$1,324.06
$950.07
$968.83
$13,106.33
$13,365.15
111
27TH ST
158
04709218
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
113
27TH ST
159
04709219
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
115
27TH ST
160
04709220
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
117
A&B 27TH ST
161
04709238
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
119A&B
27TH ST
162
04709236
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
121
A&B 27TH ST
163
04709237
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
123
27TH ST
164
04709229
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
125A&B
127
27TH ST
&1/2 27TH ST
165
166
04709228
04709224
2,375
2,375
2375
2375
2298
2298
2298
2298
2,324
2,324
$11,072.26
$11,072.26
$1,324.06
$1,324.06
$968.83
$968.83
$13,365.15
$13,365.15
129A&B
128
27TH ST
27TH ST
167
168
04709225
04709301
2,109
1,750
2109
1750
2298
2298
2298
2298
2,235
2,115
$10,649.77
$10,079.55
$1,273.54
$1,205.35
$931.86
$881.97
$12,855.17
$12,166.87
126
27TH ST
169
04709302
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
124
&1/2 27TH ST
170
04709303
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
122
27TH ST
171
04709304
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
120
27TH ST
172
04709305
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
118
27TH ST
173
04709306
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
116
27TH ST
174
04709307
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
114
27TH ST
175
04709308
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
112
110
27TH ST
27TH ST
176
177
04709309
04709310
1,750
1,750
1750
1750
2298
2298
2298
2298
2,115
2,115
$10,079.55
$10,079.55
$1,205.35
$1,205.35
$881.97
$881.97
$12,166.87
$12,166.87
108
27TH ST
178
04709311
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
106
27TH ST
179
04709312
1,654
1654
2298
2298
2,083
$9,927.07
$1,187.12
$868.62
$11,982.81
E`Harris & Associates 6-72
City of Newport Beach
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 5
Property
Address
Asmt
No.
Assessor's
Parcel
Number
Parcel
Size (sf)
Aesthetics
Benefit
Area
Safety
Benefit
Area
Connection
Benefit
Area
Assessed
Benefit
Area
Total
Construction
Costs
Incidental
Expenses
Financial
Costs
Preliminary
Total
Assessment
2610 W OCEANFRONT
180
04709331
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2608 W OCEAN FRONT
181
04709337
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2606 W OCEAN FRONT
182
04709314
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2604 A W OCEAN FRONT
183
93284074
938
938
1149
1149
1,079
$5,139.84
$614.64
$449.74
$6,204.22-
2604 B W OCEAN FRONT
184
93284075
938
938
1149
1195
1,094
$5,212.84
$623.37
$456.13
$6,292.34
2602 W OCEAN FRONT
185
04709316
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2600 W OCEAN FRONT
186
04709317
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
107 A&B 26TH ST
187
04709318
1,662
1662
2298
2298
2,086
$9,939.78
$1,188.64
$869.74
$11,998.16
109 &1/2 26TH ST
188
04709319
11750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
111 26TH ST
189
04709320
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
113 26TH ST
190
04709321
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
115 26TH ST
191
04709322
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
117 26TH ST
192
04709323
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
119 26TH ST
193
04709324
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
121 26TH ST
194
04709333
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
123 26TH ST
195
04709334
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
125 26TH ST
196
04709327
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
127 26TH ST
197
04709328
11750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
129 26TH ST
198
04709329
11750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
128 26TH ST
199
04709401
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
126 26TH ST
200
04709402
11750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
124 26TH ST
201
04709403
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
122 26TH ST
202
04709404
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
120 A&B 26TH ST
203
04709405
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
118 26TH ST
204
04709406
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
116 26TH ST
205
04709429
11750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
114 26TH ST
206
04709428
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
112 26TH ST
207
04709408
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
110 26TH ST
208
04709409
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
108 A&B 26TH ST
209
04709410
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
106 26TH ST
210
04709411
1,650
1650
2298
2298
2,082
$9,920.72
$1,186.36
$868.07
$11,975.15
2510 W OCEANFRONT
211
04709412
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2508 W OCEANFRONT
212
04709413
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2506 W OCEANFRONT
213
04709414
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2504 W OCEANFRONT
214
04709415
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2502 A&B W OCEAN FRONT
215
04709416
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2500 W OCEANFRONT
216
04709417
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
107 25TH ST
217
04709418
1,658
1658
2298
2298
2,085
$9,933.43
$1,187.88
$869.18
$11,990.49
109 &1/2 25TH ST
218
04709419
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
111 A&B 25TH ST
219
04709420
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
113 25TH ST
220
04709421
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
115 A&B 25TH ST
221
04709432
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
117 &1/2 25TH ST
222
04709433
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
119 25TH ST
223
04709423
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
121 A&B 25TH ST
224
04709431
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
123 A&B 25TH ST
225
04709430
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
`Harris & Associates 6-73
City of Newport Beach
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 6
Harris & Associates
6-74
Property
Address
Asmt
No.
Assessor's
Parcel
Number
Parcel
Size (sf)
Aesthetics
Benefit
Area
Safety Connection
Benefit Benefit
Area Area
Assessed
Benefit
Area
Total
Construction
Costs
Incidental
Expenses
Financial
Costs
Preliminary
Total
Assessment
125
A&B 25TH ST
226
04709425
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
127
25TH ST
227
04709426
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
129
25TH ST
228
04709427
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
128
25TH ST
229
04714101
1,700
1700
2298
2298
2,099
$10,000.14
$1,195.86
$875.02
$12,071.02
126
25TH ST
230
04714102
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
2400 W OCEANFRONT
246
04714118
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
124
25TH ST
231
04714103
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
122
&1/2 25TH ST
232
04714104
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
120
A&B 25TH ST
233
04714105
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
118
A&B 25TH ST
234
04714106
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
116
25TH ST
235
04714107
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
114
25TH ST
236
04714108
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
112
25TH ST
237
04714109
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
110
A&B 25TH ST
238
04714110
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
108A&B
25TH ST
239
04714111
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
106
&1/2 25TH ST
240
04714112
1,664
1664
2298
2298
2,087
$9,942.96
$1,189.02
$870.01
$12,001.99
2410 A&B W OCEAN FRONT
241
04714113
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2408 W OCEAN FRONT
242
04714114
1,875
1875
2298
2298
21157
$10,278.10
$1,229.10
$899.34
$12,406.54
2406 W OCEANFRONT
243
04714115
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2404 W OCEANFRONT
244
04714116
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2402 W OCEANFRONT
245
04714117
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
107
24TH ST
247
04714119
1,676
1676
2298
2298
2,091
$9,962.02
$1,191.30
$871.68
$12,025.00
109
24TH ST
248
04714120
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
111
24TH ST
249
04714121
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
113
A&B 24TH ST
250
04714130
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
115
117
119
A&B 24TH ST
24TH ST
24TH ST
251
252
253
04714129
04714123
04714124
1,750
1,750
1,750
1750
1750
1750
2298
2298
2298
2298
2298
2298
2,115
2,115
2,115
$10,079.55
$10,079.55
$10,079.55
$1,205.35
$1,205.35
$1,205.35
$881.97
$881.97
$881.97
$12,166.87
$12,166.87
$12,166.87
121
24TH ST
254
04714125
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
123
24TH ST
255
04714132
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
125
24TH ST
256
04714131
1,750
1750
2298
2298
2,115
$10,079.55
$1,205.35
$881.97
$12,166.87
127
A&B 24TH ST
257
04714127
1,750
1750
2298
2298
2,115
$10,079.55
$1,26-5-35
$881.97
$12,166.87
129
24TH ST
258
04714128
1,435
1435
2298
2298
2,010
$9,579.23
$1,145.52
$838.19
$11,562.94
126
&1/2 24TH ST
259
04714201
3,673
3673
2298
2298
2,756
$13,133.92
$1,570.61
$1,149.22
$15,853.75
124
A&B 24TH ST
260
04714226
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
122
A&B 24TH ST
261
04714227
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
120
&1/2 24TH ST
262
04714204
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
118A&B
24TH ST
263
04714205
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
116
&1/2 24TH ST
264
04714206
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
114
&1/2 24TH ST
265
04714229
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
112
24TH ST
266
04714208
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
110
&1/2 24TH ST
267
04714209
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
108
A&B 24TH ST
268
04714210
2,375
2375
2298
2298
2,324
$11,072.26
$1,324.06
$968.83
$13,365.15
106
A&B 24TH ST
269
04714211
2,247
2247
2298
2298
2,281
$10,868.96
$1,299.75
$951.04
$13,119.75
2314 A&B W OCEAN FRONT
270
04714212
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
Harris & Associates
6-74
City of Newport Beach
Underground Utility Assessment District No. 111 (Newport Blvd 123rd St I Ocean Front W 131st St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 7
Property
Address
Asmt
No.
Assessor's
Parcel
Number
Parcel
Size (sf)
Aesthetics Safety Connection Assessed
Benefit Benefit Benefit Benefit
Area Area Area Area
Total
Construction
Costs
Incidental
Expenses
Financial
Costs
Preliminary
Total
Assessment
2312 W OCEAN FRONT
271
04714213
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
2310 W OCEANFRONT
272
04714214
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54-
2308 W OCEAN FRONT
273
04714215
1,875
1875
2298
2298
2,157
$10,278.10
$1,229.10
$899.34
$12,406.54
111 23RD ST
274
04714228
6,011
6011
2298
2298
3,536
$16,847.44
$2,014.68
$1,474.16
$20,336.28-
115 &117 23RD ST
275
04714222
4,988
4988
2298
2298
3,195
$15,222.57
$1,820.38
$1,331.98
$18,374.93
119 23RD ST
276
04714223
3,563
3563
2298
2298
2,720
$12,959.20
$1,549.71
$1,133.94
$15,642.85
123 &125 23RD ST
277
04714224
3,753
3753
2298
2298
2,783
$13,260.98
$1,585.80
$1,160.34
$16,007.12
2301 &2307&9 BALBOA BLVD
278
04714225
3,796
3796
2298
2298
2,797
$13,329.28
$1,593.97
$1,166.32
$16,089.57
Total $2,845,700.00 $340,300.00 $249,000.00 $3,435,000.00
Harris & Associates 6-75
L
01 1. _rte
ATTACHMENT H
PRELIMINARY
ENGINEER'S REPORT
For
Underground Utility
Assessment District No. 116
(Channel east of River Ave / 38th St / Balboa Blvd and
44th St)
Prepared under the provisions of the
Municipal Improvement Act of 1913
Forthe
City of Newport Beach
County of Orange, California
October 22, 2015
Harris &Associates
l �= Im
CITY OF
NEWPORT BEACH
6-76
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St I Balboa Blvd and 44th St)
Preliminary Engineer's Report
TABLE OF CONTENTS
APPENDIX
A. Assessment Calculations
Harris & Associates
6-77
Page
Introduction and Certifications............................................................................................1
PART I
Plans and Specifications...................................................................................
4
PARTII
Cost Estimate.....................................................................................................
5
PART III
Assessment Roll and Method of Assessment Spread .....................................
6
Table 1 — Assessment Roll..................................................................................
8
Debt Limit Valuation........................................................................................
11
Exhibit 1 — Method and Formula of Assessment Spread ..................................
12
PART IV
Annual Administrative Assessment...............................................................17
PART V
Diagram of Assessment District.....................................................................18
PART VI
Description of Facilities..................................................................................
20
Right -of -Way Certificate..................................................................................
21
Certification of Completion of Environmental Proceedings
............................ 22
APPENDIX
A. Assessment Calculations
Harris & Associates
6-77
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Paqe 1
AGENCY: CITY OF NEWPORT BEACH
PROJECT: ASSESSMENT DISTRICT NO. 116
TO: CITY COUNCIL
ENGINEER'S "REPORT" PURSUANT TO THE
PROVISIONS OF SECTIONS 2961 AND 10204
OF THE STREETS AND HIGHWAYS CODE
The purposes of this Assessment District is to provide financing to underground power, telephone
and cable facilities in the area generally bounded by 44th Street, the channel east of River Avenue,
38th Street, and Balboa Boulevard. The proposed underground utility improvements will provide
conversion to an upgraded utility system and will enhance neighborhood aesthetics, safety and
reliability.
The construction of these improvements will conform to existing City of Newport Beach, Southern
California Edison, AT&T and Time Warner Cable standards. The proposed improvements are of
special and direct benefit to the properties within the boundary of the proposed assessment district.
Pursuant to the provisions of Article XIIID of the State Constitution, Part 7.5 of the "Special
Assessment Investigation, Limitation and Majority Protest Act of 1931", being Division 4 of the
Streets and Highways Code of the State of California, and the "Municipal Improvement Act of
1913", being Division 12 of said Code, and the Resolution of Intention, adopted by the City Council
of the CITY OF NEWPORT BEACH, State of California, in connection with the proceedings for
Underground Utility Assessment District No. 116 (hereinafter referred to as the "Assessment
District"), I, Alison M. Bouley, P.E., a Registered Professional Engineer and authorized
representative of Harris & Associates, the duly appointed Engineer of Work, herewith submits the
"Report" for the Assessment District, consisting of six (6) parts as stated below.
PART I
This part contains the plans and specifications which describe the general nature, location and extent
for the proposed improvements to be constructed, and are filed herewith and made a part hereof.
Said plans and specifications are on file in the Office of the Superintendent of Streets.
PART II
This part contains an estimate of the cost of the proposed improvements, including capitalized
interest, if any, incidental costs and expenses in connection therewith as set forth herein and attached
hereto.
PART III
This part consists 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 special benefits to be received by such subdivisions from said improvements, which is set
forth upon the assessment roll filed herewith and made a part hereof.
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 2
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, which
would require an investigation and report under the "Special Assessment Investigation,
Limitation and Majority Protest Act of 1931" against the total area proposed to be assessed.
C. The total true value, determined from the latest Assessor's roll, of the parcels of land and
improvements which are proposed to be assessed.
PART IV
This part contains the proposed maximum annual administrative assessment to be levied upon each
subdivision or parcel of land within the Assessment District to pay the costs incurred by the CITY
OF NEWPORT BEACH, and not otherwise reimbursed, resulting from the administration and
collection of assessments, from the administration and registration of any associated bonds and
reserve or other related funds, or both.
PART V
This part contains a map showing the boundaries of the Assessment District, and 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. The
Boundary Map and Assessment Diagram are filed herewith and made a part hereof, and part of the
assessment.
PART VI
This part shall consist of the following information:
A. Description of facilities
B. Right -of -Way Certificate
C. Environmental Certificate
This report is submitted on October 22, 2015.
HARRIS & ASSOCIATES
ALISON M. BOULE , P.E.
R.C.E. No. C61383
ENGINEER OF WORK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
6-79
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 3
Preliminary approval by the CITY COUNCIL of the CITY OF NEWPORT BEACH, CALIFORNIA,
on the day of , 2015.
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 , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
::8
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave / 38th St / Balboa Blvd and 44th St)
Preliminary Engineer's Report Paqe 4
Part I
Plans and Specifications
The plans and specifications to construct the utility undergrounding improvements, and any ancillary
improvements thereof, for the area generally described as Underground Utility Assessment District
No. 116, (Channel east of River Ave / 38th St / Balboa Blvd and 44th St), describe the general
nature, location and extent of the improvements for this Assessment District are referenced herein
and incorporated as if attached and a part of this Report.
Said Plans and Specifications for the improvements are shown on the assessment diagram. Final
plans and specifications will be prepared by the City in conjunction with the utility companies and
will be on file in the office of the Superintendent of Streets when completed.
Harris & Associates
::
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St I Balboa Blvd and 44th St)
Preliminary Engineer's Report Paqe 5
Part II
Cost Estimate
Length in ft.
Utility Engineering & Construction
Southern California Edison 2,830
AT&T 2,830
Time Warner 2,830
CALCULATION Final Estimate
Cost per ft.
Contingecy 10%
TOTAL CONSTRUCTION
INCIDENTAL EXPENSES
$300 $850,000.00
$147 $416,000.00
$55 $155,000.00
$1,421,000.00
$142,100.00
$1,563,100.00
Assessment Engineering $50,000.00
Contract Inspection $30,000.00
City Administration $30,000.00
Financial Advisor $20,000.00
Bond and Disclosure Counsel $55,000.00
Underwriter's Counsel $15,000.00
Paying Agent $2,500.00
Credit Rating Fee $15,000.00
Printing, Advertising, Notices $2,500.00
Miscellaneous $2,900.00
Subtotal Incidential Expenses $222,900.00
Construction $1,563,100.00
Subtotal Incidental & Construction $1,786,000.00
FINANCIAL COSTS
Underwriter's Discount 1.0% $19,000.00
Bond Reserve 5.0% $96,000.00
Capitalized Interest - 5% for 3 months 1.3% $24,000.00
Subtotal & Financial Costs 7.3% $139,000.00
TOTAL ESTIMATE
$1,925,000.00
Harris & Associates
6-82
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 6
Part III
Assessment Roll and
Method of Assessment Spread
WHEREAS, on the City Council of the CITY OF NEWPORT BEACH, State of
California, did, pursuant to the provisions of the 1913 Act "Municipal Improvement Act of 1913",
being Division 12 of the Streets and Highways Code, of the State of California, adopt its Resolution
of Intention No. 2015-, for the installation and 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. 116 (hereinafter referred to as the
"Assessment District"); and
WHEREAS, said Resolution of Intention, as required by law, did direct the Engineer of Work to
make and file a "Report", consisting of the following as required by Section 10204 of the Act:
a. Plans and Specifications
b. A general description of works or appliances already installed and any other property necessary
or convenient for the operation of the improvement, if the works, appliances, or property are to
be acquired as part of the improvement.
c. Cost Estimates
d. Assessment Diagram showing the Assessment District and the subdivisions of land therein;
e. A proposed assessment of the costs and expenses of the works of improvement levied upon the
parcels within the boundaries of the Assessment District;
f. The proposed maximum annual assessment to be levied upon each subdivision or parcel of land
within the Assessment District to pay the costs incurred by the City and not otherwise reimbursed
resulting from the administration and collection of assessments or from the administration and
registration of any associated bonds and reserve or other related funds.
For particulars, reference is made to the Resolution of Intention as previously adopted.
NOW, THEREFORE, I, Alison M. Bouley, P.E., the authorized representative of HARRIS &
ASSOCIATES, pursuant to Article XIIID of the California Constitution and the "Municipal
Improvement Act of 1913", do hereby submit the following:
1. Pursuant to the provisions of law and the Resolution of Intention, I 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 specially benefited thereby in direct proportion
and relation to the special benefits to be received by each of said parcels. For particulars as
to the identification of said parcels, reference is made to the Assessment Diagram, a copy of
which is attached hereto and incorporated herein.
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.
Harris & Associates
M
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 7
3. The subdivisions and parcels of land the numbers therein as shown on the respective
Assessment Diagram as attached hereto correspond with the numbers as 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, which bonds shall be issued in one or more
series, each with a term not to exceed the legal maximum term as authorized by law,
THIRTY-NINE (39) YEARS from the 2nd day 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 by
further direction and order of the legislative body, I hereby recommend 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:
For particulars as to the individual assessments and their descriptions, reference is made to
Table 1 (Assessment Roll) attached hereto.
6. The Method of Spread of Assessment is as set forth in the exhibit identified as Part III
(Exhibit 1), which is attached hereto, referenced and so incorporated.
Harris & Associates
As Preliminarily
Approved
As
Confirmed
Estimated Cost of Design and Construction:
$1,563,100
$0
Estimated Incidental Expenses:
$222,900
$0
Estimated Financial Costs:
$139,000
$0
Estimated Contribution:
$0
$0
Estimated Total to Assessment:
$1,925,000
$0
For particulars as to the individual assessments and their descriptions, reference is made to
Table 1 (Assessment Roll) attached hereto.
6. The Method of Spread of Assessment is as set forth in the exhibit identified as Part III
(Exhibit 1), which is attached hereto, referenced and so incorporated.
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St I Balboa Blvd and 44th St)
Preliminary Engineer's Report Paqe 8
Table 1
Assessment Roll
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
1
42329505
$1,705,600
$0
$21,646.71
79
2
93984035
$1,075,841
$0
$10,114.84
106
3
93984036
$599,396
$0
$10,114.84
59
4
42329503
$52,509
$0
$20,163.27
3
5
42329502
$132,495
$0
$18,536.85
7
6
42329501
$304,903
$0
$20,027.95
15
7
42329201
$208,875
$0
$22,537.79
9
8
42329512
$966,141
$0
$19,854.34
49
9
93984029
$1,065,000
$0
$9,925.90
107
10
93984030
$1,050,000
$0
$9,925.90
106
11
42329510
$450,026
$0
$19,851.77
23
12
42329509
$553,132
$0
$21,079.89
26
13
42329508
$519,158
$0
$19,861.99
26
14
93984015
$474,371
$0
$9,941.21
48
15
93984016
$429,113
$0
$9,941.21
43
16
93984008
$485,648
$0
$9,928.45
49
17
93984009
$527,776
$0
$9,928.45
53
18
42329603
$764,985
$0
$19,851.77
39
19
42329602
$1,611,568
$0
$19,851.77
81
20
42329601
$1,097,357
$0
$19,854.34
55
21
42329301
$950,372
$0
$21,312.23
45
22
42329302
$2,200,000
$0
$21,312.23
103
23
42329303
$835,778
$0
$21,312.23
39
24
42329304
$214,297
$0
$25,142.10
9
25
42329305
$1,622,174
$0
$25,142.10
65
26
42329614
$899,653
$0
$19,854.33
45
27
42329615
$1,181,431
$0
$19,851.76
60
28
42329610
$392,922
$0
$19,851.76
20
29
42329609
$846,470
$0
$19,851.76
43
30
42329608
$247,015
$0
$19,851.76
12
31
42330505
$753,176
$0
$19,851.76
38
32
42330504
$1,115,000
$0
$19,851.76
56
33
42330503
$976,119
$0
$19,851.76
49
34
42330502
$498,149
$0
$19,851.76
25
35
42330501
$389,259
$0
$19,854.33
20
36
93394072
$997,500
$0
$10,656.10
94
37
93394073
$640,557
$0
$10,656.10
60
38
42330102
$635,207
$0
$21,312.22
30
39
42330103
$126,777
$0
$21,312.22
6
40
42330104
$636,403
$0
$21,312.22
30
41
42330105
$2,700,692
$0
$21,312.22
127
42
42330106
$342,850
$0
$21,312.22
16
43
42330512
$1,290,087
$0
$19,854.33
65
44
42330511
$192,661
$0
$19,851.76
10
45
42330510
$122,018
$0
$19,851.76
6
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St I Balboa Blvd and 44th St)
Preliminary Engineer's Report Paqe 9
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
46
42330509
$1,357,695
$0
$19,851.76
68
47
42330508
$720,904
$0
$21,337.76
34
48
42330604
$79,874
$0
$19,851.76
4
49
42330603
$725,923
$0
$19,851.76
37
50
42330614
$2,282,697
$0
$19,851.76
115
51
42330613
$2,270,617
$0
$19,851.76
114
52
93394130
$566,158
$0
$9,899.08
57
53
93394131
$582,472
$0
$9,899.08
59
54
42330201
$807,117
$0
$21,312.22
38
55
42330202
$895,191
$0
$21,312.22
42
56
42330203
$127,742
$0
$21,312.22
6
57
42330204
$886,223
$0
$21,312.22
42
58
42330205
$692,944
$0
$21,312.22
33
59
42330206
$841,471
$0
$21,312.22
39
60
42330611
$1,407,572
$0
$19,851.76
71
61
42330610
$1,408,839
$0
$19,851.76
71
62
42330609
$1,008,523
$0
$19,851.76
51
63
93394017
$120,013
$0
$9,925.89
12
64
93394018
$158,990
$0
$9,925.89
16
65
42330607
$96,400
$0
$19,851.76
5
66
42330705
$559,533
$0
$20,459.43
27
67
42330704
$81,079
$0
$20,581.99
4
68
42330703
$86,137
$0
$20,581.99
4
69
42330702
$1,342,437
$0
$20,581.99
65
70
42330701
$423,577
$0
$20,584.54
21
71
42330301
$503,045
$0
$20,947.10
24
72
42330302
$153,777
$0
$20,947.10
7
73
42330303
$139,359
$0
$20,947.10
7
74
42330304
$2,150,000
$0
$20,947.10
103
75
42330305
$128,426
$0
$20,947.10
6
76
42330306
$301,410
$0
$20,947.10
14
77
42330307
$184,967
$0
$20,949.67
9
78
42330711
$157,967
$0
$20,581.99
8
79
42330710
$205,557
$0
$20,581.99
10
80
42330709
$684,218
$0
$20,581.99
33
81
42330708
$1,020,328
$0
$20,581.99
50
82
93394010
$436,358
$0
$9,688.43
45
83
93394011
$459,714
$0
$9,688.43
47
84
42330806
$902,265
$0
$18,248.32
49
85
42330805
$1,541,008
$0
$21,184.56
73
86
42330804
$181,801
$0
$19,716.44
9
87
42330803
$1,325,974
$0
$19,716.44
67
88
42330802
$398,085
$0
$19,716.44
20
89
42330801
$903,814
$0
$19,716.44
46
90
42330401
$1,818,478
$0
$20,947.10
87
91
42330402
$922,752
$0
$20,947.10
44
92
42330403
$783,933
$0
$20,947.10
37
93
42330404
$1,527,043
$0
$20,947.10
73
94
42330405
$302,345
$0
$20,947.10
14
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St I Balboa Blvd and 44th St)
Preliminary Engineer's Report
Page 10
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessmentsas Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
95
42330406
$392,681
$0
$20,947.10
19
96
42330407
$790,927
$0
$20,949.67
38
97
42330814
$589,797
$0
$19,716.44
30
98
42330813
$292,316
$0
$19,716.44
15
99
42330812
$240,188
$0
$19,716.44
12
100
93394109
$943,000
$0
$9,859.49
96
101
93394110
$751,533
$0
$9,859.49
76
102
42330810
$270,242
$0
$19,716.44
14
103
42330809
$71,723
$0
$19,716.44
4
Tota 1
$75,885,620
$1,925,000.00
39
Harris & Associates
6-87
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave / 38th St / Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 11
Table 2
Debt Limit Valuation
A. ESTIMATED BALANCE TO ASSESSMENT
$1,925,000
B. UNPAID SPECIAL ASSESSMENTS
$0
TOTAL A & B
$1,925,000
C. TRUE VALUE OF PARCELS
$75,885,620 **
AVERAGE VALUE TO LIEN RATIO
39:1
* Unpaid Special Assessments shall consist of the total principal sum of all unpaid special
assessments previously levied or proposed to be levied other than in the instant proceedings.
** True Value of Parcels means the total value of the land and improvements as estimated and
shown on the last equalized roll of the County or as otherwise reasonably calculated.
This report does not represent a recommendation of parcel value, economic viability or financial
feasibility, as that is not the responsibility of the Assessment Engineer.
CERTIFICATION
I, the undersigned Assessment Engineer, do hereby certify that (i) the total amount of the principal
sum of the special assessments proposed to be levied, together with the principal amount of
previously levied special assessments, as set forth above, do not exceed one-half (1/2) the total true
value of the parcels proposed to be assessed, and (ii) the amount proposed to be assessed upon any
parcel does not exceed one-half of the true value of the parcel.
EXECUTED on October 22, 2015.
HARRIS & ASSOCIATES
ALISON M. BOULEY, P.E.—
R.C.E. NO. C61383
ASSESSMENT ENGINEER
CITY OF NEWPORT BEACH
COUNTY OF ORANGE, STATE OF CALIFORNIA
Harris & Associates
:::
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 12
Exhibit 1
Method and Formula of Assessment Spread
Since the improvements are to be funded by the levying of assessments, the "Municipal Improvement
Act of 1913" and Article XIIID of the State Constitution require that assessments must be based on
the special benefit that the properties receive from the works of improvement. In addition, Section 4
of Article XIIID of the State Constitution requires that a parcel's assessment may not exceed the
reasonable cost of the proportional special benefit conferred on that parcel. Section 4 provides that
only special benefits are assessable and the local agency levying the assessment must separate the
general benefits from the special benefits. It also provides that parcels within a district that are
owned or used by any public agency, the State of California, or the United States shall not be exempt
from assessment unless the agency can demonstrate by clear and convincing evidence that those
publicly owned parcels in fact receive no special benefit. Neither the Act nor the State Constitution
specifies the method or formula that should be used to apportion the costs to properties in any special
assessment district proceedings.
The responsibility for recommending an apportionment of the costs to properties which specially
benefit from the improvements rests with the Assessment Engineer, who is appointed for the purpose
of making an analysis of the facts and determining the correct apportionment of the assessment
obligation. In order to apportion the assessments to each parcel in direct proportion with the special
benefit which it will receive from the improvements, an analysis has been completed and is used as
the basis for apportioning costs to each property within the Assessment District.
Based upon an analysis of the special benefit to be received by each parcel from the construction of
the works of improvement, the Assessment Engineer recommends the apportionment of costs as
outlined below. The final authority and action rests with the City Council after hearing all testimony
and evidence presented at a public hearing, and tabulating the assessment ballots previously mailed
to all record owners of property within the Assessment District. Upon the conclusion of the public
hearing, the City Council must make the final determination whether or not the assessment spread
has been made in direct proportion to the special benefits received by each parcel within the
Assessment District. Ballot tabulation will be done at that time and, if a majority of the returned
ballots weighted by assessment amount are not in opposition to the Assessment District, the City
Council may form the Assessment District.
The following sections set forth the methodology used to apportion the costs of the improvements to
each parcel.
SPECIAL BENEFITS
In further making the analysis, it is necessary that the properties receive a special benefit
distinguished from general benefits conferred on real property located in the District or to the public
at large.
The purpose of this Assessment District is to provide the financing to underground existing overhead
electrical, telephone and cable facilities as well as rehabilitate the affected portions of streets and
alleys within the District. These facilities are the direct source of service to the properties within the
Assessment District.
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 13
The proposed replacement of existing overhead utility facilities (power, telephone and cable
facilities) with underground facilities and removal of the existing utility poles and the overhead wires
will provide a special benefit to the parcels connected to and adjacent to, or in near proximity of, the
facilities as follows:
■ Improved Aesthetics Benefit. This benefit relates to the improved aesthetics of the streetscape due
to the removal of overhead wires and utility poles. For the purposes of this report, a street is
defined as either a street or alley. The removal of guy wires and other support structures related to
the overhead facilities are included in the definition of improved aesthetics. Properties that are
directly adjacent to overhead facilities receive an aesthetic benefit. This benefit is based on the
area of the parcel.
■ Additional Safety Benefit. This benefit relates to the additional safety of having the overhead
distribution wires placed underground and having the power poles removed, which eliminates the
threat of downed utility lines and poles due to wind, rain and other unforeseeable events. Falling
facilities can lead to personal injuries and damage to structures, including fire. Properties
immediately adjacent to the facilities usually have a greater risk. Furthermore, in compact
communities like the Balboa Peninsula, the negative effects of falling lines and poles are more
widespread including blocked roadways and alleys, and property damage due to impact.
Properties that are adjacent to, or in proximity of, overhead facilities receive a safety benefit.
This benefit is equal for all parcels receiving this benefit and is therefore based on the average
parcel area within the assessment district boundary.
■ Connection Benefit. This benefit relates to the enhanced reliability of service from the utilities
being underground, due to having all new wires and equipment and having that equipment
underground, which reduces the threat of service interruption from downed lines. When
compared to overhead systems, fewer outages occur due to various acts of nature, traffic
collisions and obstructions (such as trees). Properties that are connected to, or have the ability to
connect to, the facilities proposed to be undergrounded receive a connection benefit. This benefit
is equal for all parcels receiving this benefit and is therefore based on the average parcel area
within the assessment district boundary.
By virtue of such special benefits, the proposed improvements will provide a higher level of service,
increase the desirability of the properties and will specifically enhance the values of the properties
within the Assessment District. In addition, properties will receive easier access to garage parking
within the residential alleyways. Therefore, the proposed improvements are of direct and special
benefit to these properties.
GENERAL BENEFITS
Section 4 of Article XIIID requires that the general benefits imparted by the utility undergrounding
project be separated from the special benefits and that only the special benefit portion of the costs of
the project be assessed against those parcels which are identified as receiving special benefits.
Separating the general from the special benefits requires an examination of the facts and
circumstances of the project and the property being assessed.
In this particular assessment district, the streets and alleys along which the existing overhead utility
facilities are being undergrounded function as local and collector streets. No other roadways are
designated as an arterial, a major arterial or a scenic corridor in the Transportation Element of the
City's General Plan. Furthermore, the City has an established network of arterial streets which
Harris & Associates
•M
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 14
appear to function as intended to provide for the movement of traffic around and through the
community at large without the need to utilize local collector streets for such purposes. Under these
circumstances, any use of the streets within the assessment district as "through" streets is incidental.
The properties situated within the assessment district are used almost exclusively as residential.
Under this circumstance, the impacts, both visual and safety, are largely isolated to those properties
(and the persons who inhabit them) which front on these local streets and alleys, with only incidental
impacts on those who visit homes within the assessment district or who pass through the assessment
district on trips originating outside the boundary and having a destination outside the boundary.
Based on these facts and circumstances, any general benefits to the property within the Assessment
District in general, to the surrounding community and to the public at large from the project of
undergrounding these local overhead utility facilities on the local streets and alleys, such as to the
general public visiting in cars, on bikes or on foot, are incidental and do not exceed five percent (5%)
of the estimated project costs. This general benefit portion of the cost is more than offset by the
estimated 20 percent (20%) utility company contribution. Therefore, the remainder of the project
design and construction costs represents the local and special benefits to the parcels within the
Assessment District. Because only the net amount of $1,925,000 is apportioned to the parcels within
the District, no parcel is assessed more than its proportional share of the special benefits from the
improvements.
METHODOLOGY
Based upon the findings described above, the special benefit received by the properties within the
boundaries of the Assessment District is the conversion from an overhead to an underground utility
system resulting in additional safety, enhanced reliability, and improved aesthetics to the adjacent
properties.
Based on these conditions, it is our conclusion that the improvements specially benefit all assessed
properties in the Assessment District.
To establish the benefit to the individual parcels within the Assessment District, the highest and best
use of each property is considered. For example, a vacant property is considered developed to its
highest potential and connected to the system.
The more a property is developed, the more it benefits from the proposed improvements. Most of
properties within this Assessment District are zoned residential and some have one or two dwelling
units on them. There is a direct correlation between the size of a property and the extent to which a
property may develop. Because parcel size is one of the main limiting factors for what can be built on
a property, or the extent the property is developed, the size of each parcel is used as the base unit for
measuring benefit.
Consideration was given to reducing the amount of area assigned to parcels based upon the building
setbacks applicable to each parcel. Due to the combined factors of (a) significant variations in the
setback requirements, including front, side and rear setbacks, (b) availability of future variances from
currently applicable setback requirements as well as existing variances already in place, and (c)
significant variations in the ratios between building size and lot size, it was concluded that
adjustments to parcel areas on account of setback requirements would not improve upon the
assessment methodology. Accordingly, no reductions have been made to parcel area based upon
applicable setback requirements or the existence of easements within those setbacks.
Harris & Associates
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 15
The area of a condominium is calculated by taking the area of the base parcel and dividing by the
number of condominiums.
The special benefits from the undergrounding of overhead utilities are categorized into the three (3)
distinct benefits identified above. All parcels within the District, except for any exceptions identified
below, receive 3 of the 3 benefits.
For the Improved Aesthetics Benefit the parcel area is multiplied by 1 to calculate the "Aesthetics
Benefit Area".
For the "Additional Safety Benefit", each parcel is considered to receive 1 unit of benefit. For
condominiums, each unit is assigned a 0.5 safety benefit unit. The average parcel size, 2674 square
feet, is multiplied by the safety benefit factor to calculate the "Safety Benefit Area".
For the Connection Benefit, each lot is assigned 1 benefit unit. For condominiums, each unit is
assigned a 0.5 connection benefit. The average parcel arca, 2674 square feet, within the district is
multiplied by the benefit unit for each parcel to determine "Connection Benefit Area".
The Assessed Benefit Area per parcel is equal to the Aesthetics Benefit Area plus the Safety Benefit
Area plus the Connection Benefit Area, divided by 3. See Appendix A for the assessment
calculations for each parcel within the District.
Exceptions
There are no exceptions to the above methodology.
ASSESSMENT APPORTIONMENT
Each parcel will be apportioned its fair share of the construction costs based on the Assessed Benefit
Area calculated for each property.
Incidental Expenses and Financial Costs have been assessed to the entire Assessment District on a
prorata basis relative to the total construction cost allocations.
The individual assessment calculations are provided in Appendix A. For particulars to the
Assessment Roll, reference is made to Table 1 in Part III of this report.
In conclusion, it is my opinion that the assessments for the referenced Assessment District have been
spread in direct accordance with the special benefits that each parcel receives from the works of
improvement.
DATED: October 22, 2015 HARRIS & ASSOCIATES
0-150- OFE5S1�
o ALISON M. BOULEY, ME.
R.C.E. No. C61383
NO. 061383 ; ASSESSMENT ENGINEER
* * CITY OF NEWPORT BEACH
cow—COUNTY OF ORANGE, OF C�-�F�\ STATE OF CALIFORNIA
Harris & Associates
6-92
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 16
I, , 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 , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , as CITY CLERK of the CITY OF NEWPORT
BEACH, CALIFORNIA do hereby certify that the foregoing Assessment, together with the Diagram
attached thereto, was preliminarily approved by the City Council of the CITY OF NEWPORT
BEACH, CALIFORNIA, on the day of , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , 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
12015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , 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 , 2015.
SUPERINTENDENT OF STREETS
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 17
Part IV
Annual Administrative Assessment
A proposed maximum annual administrative assessment shall be levied on each parcel of land and
subdivision of land within the Assessment District to pay for necessary costs and expenses incurred
by the CITY OF NEWPORT BEACH, and not otherwise reimbursed, resulting from the
administration and collection of assessments, from the administration or registration of any bonds
and reserve or other related funds, or both. The maximum assessment is authorized pursuant to the
provisions of Section 10204(f) of the Streets and Highways Code and shall not exceed fifty dollars
($50) per parcel per year, subject to an annual increase based on the Consumer Price Index (CPI),
during the preceding year ending in January, for all Urban Consumers in the Los Angeles, Riverside,
and Orange County areas. The exact amount of the administration charge will be established each
year by the Superintendent of Streets.
The annual administrative assessment will be collected in the same manner and in the same
installments as the assessment levied to pay for the cost of the works of improvement.
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 18
Part V
Diagram of Assessment
A reduced copy of the Assessment Diagram is attached hereto. Full-sized copies of the Boundary
Map and Assessment Diagram are on file in the Office of the City Clerk, of the City of Newport
Beach.
As required by the Act, the Assessment Diagram shows the exterior boundaries of the Assessment
District and the assessment number assigned to each parcel of land corresponding to its number as it
appears in the Assessment Roll contained in Part III Table 1. The Assessor's Parcel Number is also
shown for each parcel as they existed at the time of the passage of the Resolution of Intention and
reference is hereby made to the Assessor's Parcel Maps of the County of Orange for the boundaries
and dimensions of each parcel of land.
Harris & Associates
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 19
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 20
Part VI
Description of Facilities
Section 10100 of the Act provides for the legislative body of any municipality to finance certain
capital facilities and services within or along its streets or any public way or easement. The
following is a list of proposed improvements as allowed under the Act to be installed, or improved
under the provisions of the Act, including the acquisition of required right-of-way and/or property.
For the general location of the improvements to be constructed referenced is hereby made to the
Plans and Specifications described in Part I of this report.
The following improvements are proposed to be constructed and installed in the general location
referred to as Assessment District No. 116.
1. Acquisition of any required easements or rights-of-way.
2. Removal of existing utility poles.
3. Removal of overhead resident service drops.
4. Construction of mainline underground power, telephone and cable conduit, with appurtenant
manholes and pullboxes, and installation of cabling, wiring and other facilities.
5. Construction of service conduit and appurtenances.
The improvements will be designed by the Southern California Edison Company, AT&T and Time
Warner Cable. The utility companies will be responsible for inspecting the work for their facilities
and the City of Newport Beach will inspect the work to ensure conformance to City standards and
specifications where applicable.
The City will also construct additional pavement rehabilitation as needed for the project.
Once completed, the underground facilities will become the property and responsibility of Southern
California Edison Company, AT&T, and Time Warner Cable.
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 and alleys to the points of connection on the private property.
Conversion of individual service connections on private property is not included in the work done by
the Assessment District.
The estimated time for completion of the undergrounding of the utilities is 36 months after the sale of
bonds. Property owners will be required to provide necessary underground connections within 120
days of the completion of the underground facilities.
Failure to convert individual service connections on private property may result in a recommendation
to the City Council that the public utilities be directed to discontinue service to that property pursuant
to Section 15.32 of the Municipal Code. Overhead facilities cannot be removed until all overhead
service has been discontinued.
Harris & Associates
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 21
Right -of -Way Certificate
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF NEWPORT BEACH
The undersigned hereby CERTIFIES UNDER PENALTY OF PERJURY that the following is all
true and correct.
That at all time herein mentioned, the undersigned was, and now is, the authorized representative of
the duly appointed SUPERINTENDENT OF STREETS of the CITY OF NEWPORT BEACH,
CALIFORNIA.
That there have now been instituted proceedings under the provisions of Article XIIID of the
California Constitution, and the "Municipal Improvements Act of 1913," being Division 12 of the
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. 116 (hereinafter referred to as the "Assessment District").
THE UNDERSIGNED STATES AND CERTIFIES AS FOLLOWS:
All easements or right-of-way necessary for the construction and installation of the public
improvements of the Assessment District either have been obtained or are in process of being
obtained and will be obtained and in the possession of the affected utility company, the City, the
County of Orange or the State of California prior to commencement of the construction and
installation of such public improvements.
EXECUTED this day of 2015, at CITY OF NEWPORT BEACH,
California.
SUPERINTENDENT OF STREETS
CITY OF NEWPORT BEACH
State of California
La
David Webb, PE
Harris & Associates
•:
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report Page 22
Certificate of Completion of Environmental Proceedings
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF NEWPORT BEACH
The undersigned, under penalty of perjury, CERTIFIES as follows:
1. That I am the person who authorized to prepare and process all environmental documentation as
needed as it relates to the formation of the special Assessment District being formed 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, said special Assessment District known and
designated as UNDERGROUND UTILITY ASSESSMENT DISTRICT NO. 116 (hereinafter
referred to as the "Assessment District").
2. The specific environmental proceedings relating to this Assessment District that have been
completed are as follows:
CEQA compliance review:
The proposed project is Categorically Exempt (Class 2) from the provisions of CEQA
(replacement or reconstructions).
3. I do hereby certify that all environmental evaluation proceedings necessary for the formation of
the Assessment District have been completed to my satisfaction, and that no further
environmental proceedings are necessary.
EXECUTED this day of 2015, at CITY OF NEWPORT BEACH,
California.
Bv:
DAVID WEBB, P.E.
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
00
City of Newport Beach
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 1
Assessor's Aesthetics Safety Connection Assessed Total Preliminary
Property Asmt Parcel Parcel Benefit Benefit Benefit Benefit Construction Incidental Financial Total
Address No. Number Area (sf) Area Area Area Area Costs Expenses Costs Assessment
210 44TH ST 5 42329502 1,913 1,913 2,674 2,674 2,420 $15,051.93 $2,146.42 $1,338.50 $18,536.85
4313 CHANNEL RD 6 42329501 2,497 2,497 2,674 2,674 2,615 $16,262.70 $2,319.08 $1,446.17 $20,027.95
303 43RD ST 7 42329201 3,480 3,480 2,674 2,674 2,942 $18,300.69 $2,609.70 $1,627.40 $22,537.79
213 43RD ST 8 42329512 2,429 2,429 2,674 2,674 2,592 $16,121.72 $2,298.98 $1,433.64 $19,854.34
211 A 43RD ST 9 93984029 1,214 1,214 1,337 1,337 1,296 $8,059.83 $1,149.34 $716.73 $9,925.90
204 A 43RD ST 14 93984015 1,220 1,220 1,337 1,337 1,298 $8,072.26 $1,151.12 $717.83 $9,941.21
204 B 43RD ST 15 93984016 1,220 1,220 1,337 1,337 1,298 $8,072.26 $1,151.11 $717.84 $9,941.21
206 Unit 1 43RD ST 16 93984008 1,215 1,215 1,337 1,337 1,296 $8,061.89 $1,149.64 $716.92 $9,928.45
206 Unit 43RD ST 17 93984009 1,215 1,215 1,337 1,337 1,296 $8,061.89 $1,149.64 $716.92 $9,928.45
4206 RIVER AVE 23 42329303 3,000 3,000 2,674 2,674 2,782 $17,305.52 $2,467.79 $1,538.92 $21,312.23
4204 &4204 1/2 RIVER AVE 24 42329304 4,500 4,500 2,674 2,674 3,282 $20,415.38 $2,911.26 $1,815.46 $25,142.10
4200 RIVER AVE 25 42329305 4,500 4,500 2,674 2,674 3,282 $20,415.38 $2,911.26 $1,815.46 $25,142.10
213 &213 1/2 42ND ST 26 42329614 2,429 2,429 2,674 2,674 2,592 $16,121.71 $2,298.98 $1,433.64 $19,854.33
204 42ND ST
31
42330505
2,428
2,428
2,674
2,674
2,592
$16,119.63
$2,298.68
$1,433.45
$19,851.76
206 42ND ST
32
42330504
2,428
2,428
2,674
2,674
2,592
$16,119.63
$2,298.68
$1,433.45
$19,851.76
208 A&B 42ND ST
33
42330503
2,428
2,428
2,674
2,674
2,592
$16,119.63
$2,298.68
$1,433.45
$19,851.76
210 A&B 42ND ST
34
42330502
2,428
2,428
2,674
2,674
2,592
$16,119.63
$2,298.68
$1,433.45
$19,851.76
212 &212 1/2 42ND ST
35
42330501
2,429
2,429
2,674
2,674
2,592
$16,121.71
$2,298.98
$1,433.64
$19,854.33
4104 RIVER AVE 40 42330104 3,000 3,000 2,674 2,674 2,782 $17,305.52 $2,467.79 $1,538.91 $21,312.22
4102 RIVER AVE 41 42330105 3,000 3,000 2,674 2,674 2,782 $17,305.52 $2,467.79 $1,538.91 $21,312.22
4100 RIVER AVE 42 42330106 3,000 3,000 2,674 2,674 2,782 $17,305.52 $2,467.79 $1,538.91 $21,312.22
213A&B 41 ST ST 43 42330512 2,429 2,429 2,674 2,674 2,592 $16,121.71 $2,298.98 $1,433.64 $19,854.33
Harris & Associates 6-100
City of Newport Beach
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 2
Assessor's Aesthetics Safety Connection Assessed Total Preliminary
Property Asmt Parcel Parcel Benefit Benefit Benefit Benefit Construction Incidental Financial Total
Address No. Number Area (sf) Area Area Area Area Costs Expenses Costs Assessment
208 &208 1/2 41ST ST 50 42330614 2,428 2,428 2,674 2,674 2,592 $16,119.63 $2,298.68 $1,433.45 $19,851.76
210 &210 1/2 41ST ST 51 42330613 2,428 2,428 2,674 2,674 2,592 $16,119.63 $2,298.68 $1,433.45 $19,851.76
212A41STST 52 93394130 1,204 1,204 1,337 1,337 1,292 $8,038.05 $1,146.24 $714.79 $9,899.08
212 B 41ST ST 53 93394131 1,204 1,204 1,337 1,337 1,292 $8,038.05 $1,146.24 $714.79 $9,899.08
4010 A&B RIVER AVE 54 42330201 3,000 3,000 2,674 2,674 2,782 $17,305.52 $2,467.79 $1,538.91 $21,312.22
4000 &4000 1/2 RIVER AVE 59 42330206 3,000 3,000 2,674 2,674 2,782 $17,305.52 $2,467.79 $1,538.91 $21,312.22
213 40TH ST 60 42330611 2,428 2,428 2,674 2,674 2,592 $16,119.63 $2,298.68 $1,433.45 $19,851.76
211 A&B 40TH ST 61 42330610 2,428 2,428 2,674 2,674 2,592 $16,119.63 $2,298.68 $1,433.45 $19,851.76
209 A&B 40TH ST 62 42330609 2,428 2,428 2,674 2,674 2,592 $16,119.63 $2,298.68 $1,433.45 $19,851.76
208 A&B 40TH ST 68 42330703 2,714 2,714 2,674 2,674 2,687 $16,712.58 $2,383.23 $1,486.18 $20,581.99
210 40TH ST 69 42330702 2,714 2,714 2,674 2,674 2,687 $16,712.58 $2,383.23 $1,486.18 $20,581.99
212 A&B 40TH ST 70 42330701 2,715 2,715 2,674 2,674 2,687 $16,714.65 $2,383.53 $1,486.36 $20,584.54
3912 &3912 1/2 RIVER AVE 71 42330301 2,857 2,857 2,674 2,674 2,735 $17,009.05 $2,425.51 $1,512.54 $20,947.10
3902 RIVER AVE
76
42330306
2,857
2,857
2,674
2,674
2,735
$17,009.05
$2,425.51
$1,512.54
$20,947.10
3900 RIVER AVE
77
42330307
2,858
2,858
2,674
2,674
2,735
$17,011.13
$2,425.81
$1,512.73
$20,949.67
213 39TH ST
78
42330711
2,714
2,714
2,674
2,674
2,687
$16,712.58
$2,383.23
$1,486.18
$20,581.99
211 39TH ST
79
42330710
2,714
2,714
2,674
2,674
2,687
$16,712.58
$2,383.23
$1,486.18
$20,581.99
209 &209 1/2 39TH ST
80
42330709
2,714
2,714
2,674
2,674
2,687
$16,712.58
$2,383.23
$1,486.18
$20,581.99
206 A&B 39TH ST 85 42330805 2,950 2,950 2,674 2,674 2,766 $17,201.86 $2,453.01 $1,529.69 $21,184.56
208 &208 1/2 39TH ST 86 42330804 2,375 2,375 2,674 2,674 2,574 $16,009.75 $2,283.01 $1,423.68 $19,716.44
210 39TH ST 87 42330803 2,375 2,375 2,674 2,674 2,574 $16,009.75 $2,283.01 $1,423.68 $19,716.44
212 39TH ST 88 42330802 2,375 2,375 2,674 2,674 2,574 $16,009.75 $2,283.01 $1,423.68 $19,716.44
Harris & Associates 6-101
City of Newport Beach
Underground Utility Assessment District No. 116 (Channel east of River Ave 138th St 1 Balboa Blvd and 44th St)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
Assessor's Aesthetics
Property Asmt Parcel Parcel Benefit
Address No. Number Area (sf) Area
October 22, 2015
Appendix A - Page 3
Safety Connection Assessed Total
Benefit Benefit Benefit Construction Incidental Financial
Area Area Area
Costs Expenses Costs
Preliminary
Tota I
Assessment
3810
3808
RIVER
RIVER
AVE
AVE
91
92
42330402
42330403
2,857
2,857
2,857
2,857
2,674
2,674
2,674
2,674
2,735
2,735
$17,009.05
$17,009.05
$2,425.51
$2,425.51
$1,512.54
$1,512.54
$20,947.10
$20,947.10
3806
RIVER
AVE
93
42330404
2,857
2,857
2,674
2,674
2,735
$17,009.05
$2,425.51
$1,512.54
$20,947.10
3804
RIVER
AVE
94
42330405
2,857
2,857
2,674
2,674
2,73!T-$17,009.05-
$2,425.51
$1,512.54
$20,947.10
3802
RIVER
AVE
95
42330406
2,857
2,857
2,674
2,674
2,735
$17,009.05
$2,425.51
$1,512.54
$20,947.10
3800 A&B RIVER AVE
96
42330407
2,858
2,858
2,674
2,674
2,735
$17,011.13
$2,425.81
$1,512.73
$20,949.67
215
213
38TH
38TH
ST
ST
97
98
42330814
42330813
2,375
2,375
2,375
2,375
2,674
2,674
2,674
2,674
2,574
2,574
$16,009.75
$16,009.75
$2,283.01
$2,283.01
$1,423.68
$1,423.68
$19,716.44
$19,716.44
211
209
38TH
38TH
ST
ST
99
100
42330812
93394109
2,375
1,188
2,375
1,188
2,674
1,337
2,674
1,337
2,574
1,287
$16,009.75
$8,005.91
$2,283.01
$1,141.65
$1,423.68
$711.93
$19,716.44
$9,859.49
209 1/2
207
38TH ST
38TH ST
101
102
93394110
42330810
1,188
2,375
1,188
2,375
1,337
2,674
1,337
2,674
1,287
2,574
$8,005.91
$16,009.75
$1,141.65
$2,283.01
$711.93
$1,423.68
$9,859.49
$19,716.44
205 &205
1/2 38TH
ST
103
42330809
2,375
2,375
2,674
2,674
2,574
$16,009.75
$2,283.01
$1,423.68
$19,716.44
Total
251,314
$251,314.00
$1,563,100.00
$222,900.00
$139,000.00
$1,925,000.00
�I
Harris &Associates 6-102
L
ATTACHMENT I
PRELIMINARY
ENGINEER'S REPORT
For
Underground Utility
Assessment District No. 116b
(Balboa Blvd / Neptune Ave / 47th St / 45th St /
Channel Rd)
Prepared under the provisions of the
Municipal Improvement Act of 1913
Forthe
City of Newport Beach
County of Orange, California
October 22, 2015
Harris & Associates
l �= Im
CITY OF
NEWPORT BEACH
6-103
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report
TABLE OF CONTENTS
APPENDIX
A. Assessment Calculations
Harris & Associates
6-104
Page
Introduction and Certifications............................................................................................1
PART I
Plans and Specifications...................................................................................
4
PARTII
Cost Estimate.....................................................................................................
5
PART III
Assessment Roll and Method of Assessment Spread .....................................
6
Table 1 — Assessment Roll..................................................................................
8
Debt Limit Valuation........................................................................................
10
Exhibit 1 — Method and Formula of Assessment Spread ..................................
11
PART IV
Annual Administrative Assessment...............................................................16
PART V
Diagram of Assessment District.....................................................................17
PART VI
Description of Facilities..................................................................................19
Right -of -Way Certificate..................................................................................
20
Certification of Completion of Environmental Proceedings
............................ 21
APPENDIX
A. Assessment Calculations
Harris & Associates
6-104
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Paqe 1
AGENCY: CITY OF NEWPORT BEACH
PROJECT: ASSESSMENT DISTRICT NO. 116b
TO: CITY COUNCIL
ENGINEER'S "REPORT" PURSUANT TO THE
PROVISIONS OF SECTIONS 2961 AND 10204
OF THE STREETS AND HIGHWAYS CODE
The purposes of this Assessment District is to provide financing to underground power, telephone
and cable facilities in the area generally bounded by Balboa Boulevard, Neptune Avenue, 47t" Street,
45th Street, and Channel Road. The proposed underground utility improvements will provide
conversion to an upgraded utility system and will enhance neighborhood aesthetics, safety and
reliability.
The construction of these improvements will conform to existing City of Newport Beach, Southern
California Edison, AT&T and Time Warner Cable standards. The proposed improvements are of
special and direct benefit to the properties within the boundary of the assessment district.
Pursuant to the provisions of Article XIIID of the State Constitution, Part 7.5 of the "Special
Assessment Investigation, Limitation and Majority Protest Act of 1931", being Division 4 of the
Streets and Highways Code of the State of California, and the "Municipal Improvement Act of
1913", being Division 12 of said Code, and the Resolution of Intention, adopted by the City Council
of the CITY OF NEWPORT BEACH, State of California, in connection with the proceedings for
Underground Utility Assessment District No. 116b (hereinafter referred to as the "Assessment
District"), I, Alison M. Bouley, P.E., a Registered Professional Engineer and authorized
representative of Harris & Associates, the duly appointed Engineer of Work, herewith submits the
"Report" for the Assessment District, consisting of six (6) parts as stated below.
PART I
This part contains the plans and specifications which describe the general nature, location and extent
for the proposed improvements to be constructed, and are filed herewith and made a part hereof.
Said plans and specifications are on file in the Office of the Superintendent of Streets.
PART II
This part contains an estimate of the cost of the proposed improvements, including capitalized
interest, if any, incidental costs and expenses in connection therewith as set forth herein and attached
hereto.
PART III
This part consists 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 special benefits to be received by such subdivisions from said improvements, which is set
forth upon the assessment roll filed herewith and made a part hereof.
Harris & Associates
6-105
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 2
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, which
would require an investigation and report under the "Special Assessment Investigation,
Limitation and Majority Protest Act of 1931" against the total area proposed to be assessed.
C. The total true value, determined from the latest Assessor's roll, of the parcels of land and
improvements which are proposed to be assessed.
PART IV
This part contains the proposed maximum annual administrative assessment to be levied upon each
subdivision or parcel of land within the Assessment District to pay the costs incurred by the CITY
OF NEWPORT BEACH, and not otherwise reimbursed, resulting from the administration and
collection of assessments, from the administration and registration of any associated bonds and
reserve or other related funds, or both.
PART V
This part contains a map showing the boundaries of the Assessment District, and 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. The
Boundary Map and Assessment Diagram are filed herewith and made a part hereof, and part of the
assessment.
PART VI
This part shall consist of the following information:
A. Description of facilities
B. Right -of -Way Certificate
C. Environmental Certificate
This report is submitted on October 22, 2015.
HARRIS & ASSOCIATES
�Cc., ..-- le J,
ALISON M. BOULEY, P.E.
R.C.E. No. C61383
ENGINEER OF WORK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
6-106
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 3
Preliminary approval by the CITY COUNCIL of the CITY OF NEWPORT BEACH, CALIFORNIA,
on the day of , 2015.
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 , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
6-107
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Paqe 4
Part I
Plans and Specifications
The plans and specifications to construct the utility undergrounding improvements, and any ancillary
improvements thereof, for the area generally described as Underground Utility Assessment District
No. 116b, (Balboa Boulevard, Neptune Avenue, 47t" Street, 45t" Street, and Channel Road), describe
the general nature, location and extent of the improvements for this Assessment District are
referenced herein and incorporated as if attached and a part of this Report.
Said Plans and Specifications for the improvements are shown on the assessment diagram. Final
plans and specifications will be prepared by the City in conjunction with the utility companies and
will be on file in the office of the Superintendent of Streets when completed.
Harris & Associates
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Paqe 5
Part II
Cost Estimate
CALCULATION Final Estimate
Length in ft. Cost per ft.
Utility Engineering & Construction
Southern Calif
AT&T
Time Warner
Contingecy 10%
TOTAL CONSTRUCTION
INCIDENTIAL EXPENSES:
Assessment Engineering
Contract Inspection
City Administration
Financial Advisor
Bond and Disclosure Counsel
Underwriter's Counsel
Paying Agent
Credit Rating Fee
Printing, Advertising, Notices
Miscellaneous
1,130
1,130
1,130
Subtotal Incidential Expenses
Construction
Subtotal Incidental & Construction
FINANCIAL COSTS
$310 $350,000.00
$178 $201,000.00
$84 $95,000.00
$646,000.00
$65,000.00
$711,000.00
$50,000.00
$20,000.00
$20,000.00
$20,000.00
$55,000.00
$15,000.00
$2,500.00
$0.00
$2,500.00
$3,700.00
$188,700.00
$711,000.00
$899,700.00
Underwriter's Discount 1.0% $9,700.00
Bond Reserve 5.0% $48,500.00
Capitalized Interest - 5.0% for 3 months 1.3% $12,100.00
Subtotal & Financial Cost 7.3% $70,300.00
TOTAL ESTIMATE
$970,000.00
Harris & Associates
6-109
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 6
Part III
Assessment Roll and
Method of Assessment Spread
WHEREAS, on the City Council of the CITY OF NEWPORT BEACH, State of
California, did, pursuant to the provisions of the 1913 Act "Municipal Improvement Act of 1913",
being Division 12 of the Streets and Highways Code, of the State of California, adopt its Resolution
of Intention No. 2015-, for the installation and 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. 116b (hereinafter referred to as the
"Assessment District"); and
WHEREAS, said Resolution of Intention, as required by law, did direct the Engineer of Work to
make and file a "Report", consisting of the following as required by Section 10204 of the Act:
a. Plans and Specifications
b. A general description of works or appliances already installed and any other property necessary
or convenient for the operation of the improvement, if the works, appliances, or property are to
be acquired as part of the improvement.
c. Cost Estimates
d. Assessment Diagram showing the Assessment District and the subdivisions of land therein;
e. A proposed assessment of the costs and expenses of the works of improvement levied upon the
parcels within the boundaries of the Assessment District;
f. The proposed maximum annual assessment to be levied upon each subdivision or parcel of land
within the Assessment District to pay the costs incurred by the City and not otherwise reimbursed
resulting from the administration and collection of assessments or from the administration and
registration of any associated bonds and reserve or other related funds.
For particulars, reference is made to the Resolution of Intention as previously adopted.
NOW, THEREFORE, I, Alison M. Bouley, P.E., the authorized representative of HARRIS &
ASSOCIATES, pursuant to Article XIIID of the California Constitution and the "Municipal
Improvement Act of 1913", do hereby submit the following:
1. Pursuant to the provisions of law and the Resolution of Intention, I 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 specially benefited thereby in direct proportion
and relation to the special benefits to be received by each of said parcels. For particulars as
to the identification of said parcels, reference is made to the Assessment Diagram, a copy of
which is attached hereto and incorporated herein.
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.
Harris & Associates
6-110
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 7
3. The subdivisions and parcels of land the numbers therein as shown on the respective
Assessment Diagram as attached hereto correspond with the numbers as 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, which bonds shall be issued in one or more
series, each with a term not to exceed the legal maximum term as authorized by law,
THIRTY-NINE (39) YEARS from the 2nd day 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 by
further direction and order of the legislative body, I hereby recommend 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:
For particulars as to the individual assessments and their descriptions, reference is made to
Table 1 (Assessment Roll) attached hereto.
6. The Method of Spread of Assessment is as set forth in the exhibit identified as Part III
(Exhibit 1), which is attached hereto, referenced and so incorporated.
Harris & Associates
6-111
As Preliminarily
Approved
As
Confirmed
Estimated Cost of Design and Construction:
$711,000
$0
Estimated Incidental Expenses:
$188,700
$0
Estimated Financial Costs:
$70,300
$0
Estimated Contribution:
$0
$0
Estimated Total to Assessment:
$970,000
$0
For particulars as to the individual assessments and their descriptions, reference is made to
Table 1 (Assessment Roll) attached hereto.
6. The Method of Spread of Assessment is as set forth in the exhibit identified as Part III
(Exhibit 1), which is attached hereto, referenced and so incorporated.
Harris & Associates
6-111
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Paqe 8
Table 1
Assessment Roll
Asmt
No.
Assessor's
Parcel
Number
$
Total
True
Value
Existing
Liens
Assessments as Assessments
Preliminarily as Confirmed
Approved and Recorded
Value
to Lien
Ratio
1
42441201
$
763,937
$
$21,896.15
35
2
42441202
$
371,241
$
$18,970.09
20
3
42441203
$
658,699
$ -
$18,970.08
35
4
93061448
$
848,482
$ -
$9,482.94
89
5
93061449
$
1,019,980
$ -
$9,482.94
108
6
42441205
$
602,298
$ -
$18,970.08
32
7
93061450
$
1,044,000
$ -
$9,482.94
110
8
93061451
$
832,373
$ -
$9,482.94
88
9
42441207
$
117,602
$ -
$18,970.08
6
10
42441208
$
525,161
$ -
$18,709.98
28
11
.........................................................................................................
42441209
$
289,820
$ -
$15,679.05
18
12
42441210
$
1,280,763
$ -
$17,187.18
75-
13
42441211
$
122,396
$ -
$17,187.19
7
14
42441212
$
430,808
$ -
$17,187.19
25
15
42441213
$
210,600
$ -
$17,187.19
12
16
42441214
$
1,500,078
$ -
$17,187.19
87
17
42441215
$
1,507,749
$
$17,187.19
88
18
42441216
$
79,351
$
$17,187.19
5
19
42441217
$
643,698
$ -
$17,187.19
37
20
42441218
$
80,107
$ -
$17,187.19
5
21
42441219
$
732,250
$ -
$17,042.46
43
22
42329114
$
8263153
$ -
$173743.03
47
23
42329113
$
5393992
$ -
$203413.19
26
24
42329110
$
1593406
$ -
$19,756.66
8
25
42329109
$
1,045,102
$
$17,224.93
61
26
42329105
$
415,782
$
$17,208.17
24
27
42329104
$
139,959
$
$19,517.55
7
28
42329102
$
764,212
$
$18,131.08
42
29
42329103
$
393,119
$
$18,093.32
22
30
42329106
$
124,280
$
$17,136.84
7
31
42329108
$
794,902
$
$17,187.19
46
32
42441301
$
973,380
$
$17,187.19
57
33
42441302
$
1,013,339
$
$17,187.19
59
�34
42441303
$
623,513"-$
-
$17,187.19
36
35
42441304
$
85,765
$ -
$17,187.19
5
36
42441305
$
641,917
$ -
$17,187.19
37
37
42441306
$
466,689
$ -
$17,187.19
27
38
42441307
$
114,107
$ -
$17,187.19
7
39
42441308
$
591,222
$ -
$17,187.19
34
40
42441309
$
456,777
$
$17,187.19
27
41
42441310
$
614,042
$
$17,090.71
36
42
42441315
$
730,720
$
$18,504.43
39
43
42441316
$
414,236
$
$17,187.19
24
44
42441317
$
173,137
$
$17,187.19
10
45
42441318
$
106,567
$
$17,187.19
6
Harris & Associates
6-112
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Paqe 9
Asmt
No.
Assessor's
Parcel
Number
Total
True
Value
Existing
Liens
Assessments as
Preliminarily
Approved
Assessments
as Confirmed
and Recorded
Value
to Lien
Ratio
46
42441319
$
386,161
$
$17,187.19
22
47
42441320
$
109,581
$
$17,187.19
6
48
42441321
$
272,455
$
$17,187.19
16
49
42441322
$
1,376,744
$
$17,187.19
80
50
42_441323
$
406,114
$
$17,187.19
24
_
51
42441324
$
883,296
$
$17,088.60
52
52
......................................................................
42329401
$
526,572
$
$18,791.80
28
- 53
42329101
$
800,004
$
$82,105.84
10
$
30, 630, 638
$ -
$970,000.00
$0.00
32
Harris & Associates
6-113
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave / 47th St / 45th St and Channel Rd)
Preliminary Engineer's Report Page 10
Table 2
Debt Limit Valuation
A. ESTIMATED BALANCE TO ASSESSMENT
$970,000
B. UNPAID SPECIAL ASSESSMENTS
$0
TOTAL A & B
$970,000
C. TRUE VALUE OF PARCELS
$30,630,638 **
AVERAGE VALUE TO LIEN RATIO
32:1
* Unpaid Special Assessments shall consist of the total principal sum of all unpaid special
assessments previously levied or proposed to be levied other than in the instant proceedings.
** True Value of Parcels means the total value of the land and improvements as estimated and
shown on the last equalized roll of the County or as otherwise reasonably calculated.
This report does not represent a recommendation of parcel value, economic viability or financial
feasibility, as that is not the responsibility of the Assessment Engineer.
CERTIFICATION
I, the undersigned Assessment Engineer, do hereby certify that (i) the total amount of the principal
sum of the special assessments proposed to be levied, together with the principal amount of
previously levied special assessments, as set forth above, do not exceed one-half (1/2) the total true
value of the parcels proposed to be assessed, and (ii) the amount proposed to be assessed upon any
parcel does not exceed one-half of the true value of the parcel.
EXECUTED on October 22, 2015.
HARRIS & ASSOCIATES
ALISON M. BOULEY, P.E.
R.C.E. NO. C61383
ASSESSMENT ENGINEER
CITY OF NEWPORT BEACH
COUNTY OF ORANGE, STATE OF CALIFORNIA
Harris & Associates
6-114
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 11
Exhibit 1
Method and Formula of Assessment Spread
Since the improvements are to be funded by the levying of assessments, the "Municipal Improvement
Act of 1913" and Article XIIID of the State Constitution require that assessments must be based on
the special benefit that the properties receive from the works of improvement. In addition, Section 4
of Article XIIID of the State Constitution requires that a parcel's assessment may not exceed the
reasonable cost of the proportional special benefit conferred on that parcel. Section 4 provides that
only special benefits are assessable and the local agency levying the assessment must separate the
general benefits from the special benefits. It also provides that parcels within a district that are
owned or used by any public agency, the State of California, or the United States shall not be exempt
from assessment unless the agency can demonstrate by clear and convincing evidence that those
publicly owned parcels in fact receive no special benefit. Neither the Act nor the State Constitution
specifies the method or formula that should be used to apportion the costs to properties in any special
assessment district proceedings.
The responsibility for recommending an apportionment of the costs to properties which specially
benefit from the improvements rests with the Assessment Engineer, who is appointed for the purpose
of making an analysis of the facts and determining the correct apportionment of the assessment
obligation. In order to apportion the assessments to each parcel in direct proportion with the special
benefit which it will receive from the improvements, an analysis has been completed and is used as
the basis for apportioning costs to each property within the Assessment District.
Based upon an analysis of the special benefit to be received by each parcel from the construction of
the works of improvement, the Assessment Engineer recommends the apportionment of costs as
outlined below. The final authority and action rests with the City Council after hearing all testimony
and evidence presented at a public hearing, and tabulating the assessment ballots previously mailed
to all record owners of property within the Assessment District. Upon the conclusion of the public
hearing, the City Council must make the final determination whether or not the assessment spread
has been made in direct proportion to the special benefits received by each parcel within the
Assessment District. Ballot tabulation will be done at that time and, if a majority of the returned
ballots weighted by assessment amount are not in opposition to the Assessment District, the City
Council may form the Assessment District.
The following sections set forth the methodology used to apportion the costs of the improvements to
each parcel.
SPECIAL BENEFITS
In further making the analysis, it is necessary that the properties receive a special benefit
distinguished from general benefits conferred on real property located in the District or to the public
at large.
The purpose of this Assessment District is to provide the financing to underground existing overhead
electrical, telephone and cable facilities as well as rehabilitate the affected portions of streets and
alleys within the District. These facilities are the direct source of service to the properties within the
Assessment District.
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Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 12
The proposed replacement of existing overhead utility facilities (power, telephone and cable
facilities) with underground facilities and removal of the existing utility poles and the overhead wires
will provide a special benefit to the parcels connected to and adjacent to, or in near proximity of, the
facilities as follows:
■ Improved Aesthetics Benefit. This benefit relates to the improved aesthetics of the streetscape due
to the removal of overhead wires and utility poles. For the purposes of this report, a street is
defined as either a street or alley. The removal of guy wires and other support structures related to
the overhead facilities are included in the definition of improved aesthetics. Properties that are
directly adjacent to overhead facilities receive an aesthetic benefit. This benefit is based on the
area of the parcel.
■ Additional Safety Benefit. This benefit relates to the additional safety of having the overhead
distribution wires placed underground and having the power poles removed, which eliminates the
threat of downed utility lines and poles due to wind, rain and other unforeseeable events. Falling
facilities can lead to personal injuries and damage to structures, including fire. Properties
immediately adjacent to the facilities usually have a greater risk. Furthermore, in compact
communities like the Balboa Peninsula, the negative effects of falling lines and poles are more
widespread including blocked roadways and alleys, and property damage due to impact. Properties
that are adjacent to, or in proximity of, overhead facilities receive a safety benefit. This benefit is
equal for all parcels receiving this benefit and is therefore based on the average parcel area within
the assessment district boundary.
■ Connection Benefit. This benefit relates to the enhanced reliability of service from the utilities
being underground, due to having all new wires and equipment and having that equipment
underground, which reduces the threat of service interruption from downed lines. When compared
to overhead systems, fewer outages occur due to various acts of nature, traffic collisions and
obstructions (such as trees). Properties that are connected to, or have the ability to connect to, the
facilities proposed to be undergrounded receive a connection benefit. This benefit is equal for all
parcels receiving this benefit and is therefore based on the average parcel area within the
assessment district boundary.
By virtue of such special benefits, the proposed improvements will provide a higher level of service,
increase the desirability of the properties and will specifically enhance the values of the properties
within the Assessment District. In addition, properties will receive easier access to garage parking
within the residential alleyways. Therefore, the proposed improvements are of direct and special
benefit to these properties.
GENERAL BENEFITS
Section 4 of Article XIIID requires that the general benefits imparted by the utility undergrounding
project be separated from the special benefits and that only the special benefit portion of the costs of
the project be assessed against those parcels which are identified as receiving special benefits.
Separating the general from the special benefits requires an examination of the facts and
circumstances of the project and the property being assessed.
In this particular assessment district, the streets and alleys along which the existing overhead utility
facilities are being undergrounded function as local and collector streets. No other roadways are
designated as an arterial, a major arterial or a scenic corridor in the Transportation Element of the
City's General Plan. Furthermore, the City has an established network of arterial streets which
Harris & Associates
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 13
appear to function as intended to provide for the movement of traffic around and through the
community at large without the need to utilize local collector streets for such purposes. Under these
circumstances, any use of the streets within the assessment district as "through" streets is incidental.
The properties situated within the assessment district are used almost exclusively as residential.
Under this circumstance, the impacts, both visual and safety, are largely isolated to those properties
(and the persons who inhabit them) which front on these local streets and alleys, with only incidental
impacts on those who visit homes within the assessment district or who pass through the assessment
district on trips originating outside the boundary and having a destination outside the boundary.
Based on these facts and circumstances, any general benefits to the property within the Assessment
District in general, to the surrounding community and to the public at large from the project of
undergrounding these local overhead utility facilities on the local streets and alleys, such as to the
general public visiting in cars, on bikes or on foot, are incidental and do not exceed five percent (5%)
of the estimated project costs. This general benefit portion of the cost is more than offset by the
estimated 20 percent (20%) utility company contribution. Therefore, the remainder of the project
design and construction costs represents the local and special benefits to the parcels within the
Assessment District. Because only the net amount of $970,000 is apportioned to the parcels within
the District, no parcel is assessed more than its proportional share of the special benefits from the
improvements.
METHODOLOGY
Based upon the findings described above, the special benefit received by the properties within the
boundaries of the Assessment District is the conversion from an overhead to an underground utility
system resulting in additional safety, enhanced reliability, and improved aesthetics to the adjacent
properties.
Based on these conditions, it is our conclusion that the improvements specially benefit all assessed
properties in the Assessment District.
To establish the benefit to the individual parcels within the Assessment District, the highest and best
use of each property is considered. For example, a vacant property is considered developed to its
highest potential and connected to the system.
The more a property is developed, the more it benefits from the proposed improvements. Most of
properties within this Assessment District are zoned residential and some have one or two dwelling
units on them. There is a direct correlation between the size of a property and the extent to which a
property may develop. Because parcel size is one of the main limiting factors for what can be built on
a property, or the extent the property is developed, the size of each parcel is used as the base unit for
measuring benefit.
Consideration was given to reducing the amount of area assigned to parcels based upon the building
setbacks applicable to each parcel. Due to the combined factors of (a) significant variations in the
setback requirements, including front, side and rear setbacks, (b) availability of future variances from
currently applicable setback requirements as well as existing variances already in place, and (c)
significant variations in the ratios between building size and lot size, it was concluded that
adjustments to parcel areas on account of setback requirements would not improve upon the
assessment methodology. Accordingly, no reductions have been made to parcel area based upon
applicable setback requirements or the existence of easements within those setbacks.
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 14
The area of a condominium is calculated by taking the area of the base parcel and dividing by the
number of condominiums.
The special benefits from the undergrounding of overhead utilities are categorized into the three (3)
distinct benefits identified above. All parcels within the District, except for any exceptions identified
below, receive 3 of the 3 benefits.
For the Improved Aesthetics Benefit the parcel area is multiplied by 1 to calculate the "Aesthetics
Benefit Area".
For the "Additional Safety Benefit", each parcel is considered to receive 1 unit of benefit. For
condominiums, each unit is assigned 0.5 safety benefit unit. The average parcel size, 2822 square
feet, is multiplied by the safety benefit factor to calculate the "Safety Benefit Area".
For the Connection Benefit, each lot is assigned 1 benefit unit. For condominiums, each unit is
assigned a 0.5 connection benefit. The average parcel arca, 2822 square feet, within the district is
multiplied by the benefit unit for each parcel to determine "Connection Benefit Area".
The Assessed Benefit Area per parcel is equal to the Aesthetics Benefit Area plus the Safety Benefit
Area plus the Connection Benefit Area, divided by 3. See Appendix A for the assessment
calculations for each parcel within the District.
Exceptions
There are no exceptions to the above methodology.
ASSESSMENT APPORTIONMENT
Each parcel will be apportioned its fair share of the construction costs based on the Assessed Benefit
Area calculated for each property.
Incidental Expenses and Financial Costs have been assessed to the entire Assessment District on a
prorata basis relative to the total construction cost allocations.
The individual assessment calculations are provided in Appendix A. For particulars to the
Assessment Roll, reference is made to Table 1 in Part III of this report.
In conclusion, it is my opinion that the assessments for the referenced Assessment District have been
spread in direct accordance with the special benefits that each parcel receives from the works of
improvement.
DATED: October 22, 2015
!�
M. , 0"A'
V
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HARRIS & ASSOCIATES
ALISON M. BOULEY, .E.
R.C.E. No. C61383
N0. C61383 rn ASSESSMENT ENGINEER
* CITY OF NEWPORT BEACH
CIVI%- z�� COUNTY OF ORANGE,
��Ofi CA1.�F� STATE OF CALIFORNIA
Harris & Associates
6-118
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 15
I, , 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 , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , as CITY CLERK of the CITY OF NEWPORT
BEACH, CALIFORNIA do hereby certify that the foregoing Assessment, together with the Diagram
attached thereto, was preliminarily approved by the City Council of the CITY OF NEWPORT
BEACH, CALIFORNIA, on the day of , 2015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , 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
92015.
CITY CLERK
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
I, , 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 , 2015.
SUPERINTENDENT OF STREETS
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
6-119
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 16
Part IV
Annual Administrative Assessment
A proposed maximum annual administrative assessment shall be levied on each parcel of land and
subdivision of land within the Assessment District to pay for necessary costs and expenses incurred
by the CITY OF NEWPORT BEACH, and not otherwise reimbursed, resulting from the
administration and collection of assessments, from the administration or registration of any bonds
and reserve or other related funds, or both. The maximum assessment is authorized pursuant to the
provisions of Section 10204(f) of the Streets and Highways Code and shall not exceed fifty dollars
($50) per parcel per year, subject to an annual increase based on the Consumer Price Index (CPI),
during the preceding year ending in January, for all Urban Consumers in the Los Angeles, Riverside,
and Orange County areas. The exact amount of the administration charge will be established each
year by the Superintendent of Streets.
The annual administrative assessment will be collected in the same manner and in the same
installments as the assessment levied to pay for the cost of the works of improvement.
Harris & Associates
6-120
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 17
Part V
Diagram of Assessment
A reduced copy of the Assessment Diagram is attached hereto. Full-sized copies of the Boundary
Map and Assessment Diagram are on file in the Office of the City Clerk, of the City of Newport
Beach.
As required by the Act, the Assessment Diagram shows the exterior boundaries of the Assessment
District and the assessment number assigned to each parcel of land corresponding to its number as it
appears in the Assessment Roll contained in Part III Table 1. The Assessor's Parcel Number is also
shown for each parcel as they existed at the time of the passage of the Resolution of Intention and
reference is hereby made to the Assessor's Parcel Maps of the County of Orange for the boundaries
and dimensions of each parcel of land.
Harris & Associates
6-121
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 18
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Harris & Associates
6-122
City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave / 47th St / 45th St and Channel Rd)
Preliminary Engineer's Report Page 19
Part VI
Description of Facilities
Section 10100 of the Act provides for the legislative body of any municipality to finance certain
capital facilities and services within or along its streets or any public way or easement. The
following is a list of proposed improvements as allowed under the Act to be installed, or improved
under the provisions of the Act, including the acquisition of required right-of-way and/or property.
For the general location of the improvements to be constructed referenced is hereby made to the
Plans and Specifications described in Part I of this report.
The following improvements are proposed to be constructed and installed in the general location
referred to as Assessment District No. I l6b.
1. Acquisition of any required easements or rights-of-way.
2. Removal of existing utility poles.
3. Removal of overhead resident service drops.
4. Construction of mainline underground power, telephone and cable conduit, with appurtenant
manholes and pullboxes, and installation of cabling, wiring and other facilities.
5. Construction of service conduit and appurtenances.
The improvements will be designed by the Southern California Edison Company, AT&T and Time
Warner Cable. The utility companies will be responsible for inspecting the work for their facilities
and the City of Newport Beach will inspect the work to ensure conformance to City standards and
specifications where applicable.
The City will also construct additional pavement rehabilitation as needed for the project.
Once completed, the underground facilities will become the property and responsibility of Southern
California Edison Company, AT&T, and Time Warner Cable.
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 and alleys to the points of connection on the private property.
Conversion of individual service connections on private property is not included in the work done by
the Assessment District.
The estimated time for completion of the undergrounding of the utilities is 36 months after the sale of
bonds. Property owners will be required to provide necessary underground connections within 120
days of the completion of the underground facilities.
Failure to convert individual service connections on private property may result in a recommendation
to the City Council that the public utilities be directed to discontinue service to that property pursuant
to Section 15.32 of the Municipal Code. Overhead facilities cannot be removed until all overhead
service has been discontinued.
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 20
Right -of -Way Certificate
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF NEWPORT BEACH
The undersigned hereby CERTIFIES UNDER PENALTY OF PERJURY that the following is all
true and correct.
That at all time herein mentioned, the undersigned was, and now is, the authorized representative of
the duly appointed SUPERINTENDENT OF STREETS of the CITY OF NEWPORT BEACH,
CALIFORNIA.
That there have now been instituted proceedings under the provisions of Article XIIID of the
California Constitution, and the "Municipal Improvements Act of 1913," being Division 12 of the
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. 116b (hereinafter referred to as the "Assessment District").
THE UNDERSIGNED STATES AND CERTIFIES AS FOLLOWS:
All easements or right-of-way necessary for the construction and installation of the public
improvements of the Assessment District either have been obtained or are in process of being
obtained and will be obtained and in the possession of the affected utility company, the City, the
County of Orange or the State of California prior to commencement of the construction and
installation of such public improvements.
EXECUTED this day of 2015, at CITY OF NEWPORT BEACH,
California.
SUPERINTENDENT OF STREETS
CITY OF NEWPORT BEACH
State of California
La
David Webb, PE
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City of Newport Beach October 22, 2015
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report Page 21
Certificate of Completion of Environmental Proceedings
STATE OF CALIFORNIA
COUNTY OF ORANGE
CITY OF NEWPORT BEACH
The undersigned, under penalty of perjury, CERTIFIES as follows:
1. That I am the person who authorized to prepare and process all environmental documentation as
needed as it relates to the formation of the special Assessment District being formed 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, said special Assessment District known and
designated as UNDERGROUND UTILITY ASSESSMENT DISTRICT NO. 116b (hereinafter
referred to as the "Assessment District").
2. The specific environmental proceedings relating to this Assessment District that have been
completed are as follows:
CEQA compliance review:
The proposed project is Categorically Exempt (Class 2) from the provisions of CEQA
(replacement or reconstructions).
3. I do hereby certify that all environmental evaluation proceedings necessary for the formation of
the Assessment District have been completed to my satisfaction, and that no further
environmental proceedings are necessary.
EXECUTED this day of 2015, at CITY OF NEWPORT BEACH,
California.
Bv:
DAVID WEBB, P.E.
CITY OF NEWPORT BEACH
STATE OF CALIFORNIA
Harris & Associates
6-125
City of Newport Beach
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave 147th St 145th St and Channel Rd)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 1
Property
Address
Asmt
No.
Assessor's
Parcel
Number
Parcel
Area (sf)
Aesthetics
Benefit
Area
Safety
Benefit
Area
Connection Assessed
Benefit Benefit
Area Area
Total
Construction
Costs
Incidental
Expenses
Financial
Costs
Preliminary
Total
Assessment
146 AB&C 47TH ST
1
42441201
4,795
4,795
2,822
2,822
3,480
$16,049.66
$4,259.58
$1,586.91
$21,896.15
142 &142 112 47TH ST
2
42441202
3,400
3,400
2,822
2,822
3,015
$13,904.89
$3,690.36
$1,374.84
$18,970.09
138 A&B 47TH ST
3
42441203
3,400
3,400
2,822
2,822
3,015
$13,904.88
$3,690.36
$1,374.84
$18,970.08
134 47TH ST
4
93061448
1,699
1,699
1,411
1,411
1,507
$6,950.90
$1,844.77
$687.27
$9,482.94
134 112 47TH ST
5
93061449
1,699
1,699
1,411
1,411
1,507
$6,950.90
$1,844.77
$687.27
$9,482.94
130 &130 112 47TH ST
6
42441205
3,400
3,400
2,822
2,822
3,015
$13,904.88
$3,690.36
$1,374.84
$18,970.08
126 A 47TH ST
7
93061450
1,699
1,699
1,411
1,411
1,507
$6,950.90
$1,844.77
$687.27
$9,482.94
126 B 47TH ST
8
93061451
1,699
1,699
1,411
1,411
1,507
$6,950.90
$1,844.78
$687.26
$9,482.94
122 A&B 47TH ST
9
42441207
3,400
3,400
2,822
2,822
3,015
$13,904.88
$3,690.37
$1,374.83
$18,970.08
118 &118 112 47TH ST
10
42441208
3,276
3,276
2,822
2,822
2,973
$13,714.23
$3,639.77
$1,355.98
$18,709.98
115 46TH ST
11
42441209
1,831
1,831
2,822
2,822
2,492
$11,492.59
$3,050.14
$1,136.32
$15,679.05
117 A&B 46TH ST
12
42441210
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.62
$17,187.18
119 A&B 46TH ST
13
42441211
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
121 A&B 46TH ST
14
42441212
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
123 46TH ST
15
42441213
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
125 &125 112 46TH ST
16
42441214
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
127 A&B 46TH ST
17
42441215
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
129 A&B 46TH ST
18
42441216
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
131 A&B 46TH ST
19
42441217
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
133 46TH ST
20
42441218
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
4601 BALBOA BLVD
21
42441219
2,481
2,481
2,822
2,822
2,708
$12,491.95
$3,315.37
$1,235.14
$17,042.46
4508 A&B RIVER AVE
22
42329114
2,815
2,815
2,822
2,822
2,820
$13,005.46
$3,451.66
$1,285.91
$17,743.03
4506 A&B RIVER AVE
23
42329113
4,088
4,088
2,822
2,822
3,244
$14,962.66
$3,971.10
$1,479.43
$20,413.19
MI Harris & Associates 6-126
City of Newport Beach
Underground Utility Assessment District No. 116b (Balboa Blvd/Neptune Ave / 47th St / 45th St and Channel Rd)
Preliminary Engineer's Report
Appendix A - Assessment Calculations
October 22, 2015
Appendix A - Page 2
Property
Address
Asmt
No.
Assessor's
Parcel
Number
Parcel
Area (sf)
Aesthetics
Benefit
Area
Safety
Benefit
Area
Connection Assessed
Benefit Benefit
Area Area
Total
Construction
Costs
Incidental
Expenses
Financial
Costs
Preliminary
Total
Assessment
125 &125 1/2 45TH ST
46
42441319
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
127 45TH ST
47
42441320
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
129 & 129 1/2 45TH ST
48
42441321
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
131 A&B 45TH ST
49
42441322
2,550
2,550
2,822
2,822
2,731
$12,598.03
$3,343.53
$1,245.63
$17,187.19
133 A&B 45TH ST
135 45TH ST
4401 & 4405 CHANNEL RD
50
51
52
42441323
42441324
42329401
2,550
2,503
3,315
2,550
2,503
3,315
2,822
2,822
2,822
2,822
2,822
2,822
2,731
2,716
2,986
$12,598.03
$12,525.77
$13,774.20
$3,343.53
$3,324.35
$3,655.68
$1,245.63
$1,238.48
$1,361.92
$17,187.19
$17,088.60
$18,791.80
4400 CHANNEL RD
53
42329101
33,500
33,500
2,822
2,822
13,048
$60,182.73
$15,972.55
$5,950.56
$82,105.84
Total
154,149
$711,000.00
$188,700.00
$70,300.00
$970,000.00
�I
Harris &Associates 6-127