FY24-25 Annual Compliance Report for Planned Sewer Area fees.pdf — Bakersfield City Council, December 17, 2025

CITY OF BAKERSFIELD

FISCAL YEAR 2024-2025

ANNUAL COMPLIANCE REPORT FOR

PLANNED SEWER AREA FEES

Prepared in accordance with California Government Code §66006

CITY OF BAKERSFIELD

ANNUAL COMPLIANCE REPORT FOR

PLANNED SEWER AREA FEES

FY 2024 – 2025

City Council

Karen Goh …………………………………………….………………………………………Mayor
Eric Arias …….……………………………………………………………………Member/Ward 1
Andrae Gonzales ………………………………….………….........................Member/Ward 2 Ken Weir ………………….……………………………………………………....Member/Ward 3
Bob Smith ………………..………….……………………………………………Member/Ward 4
Larry Koman ……………………..………………….…...………………………Member/Ward 5 Zack Bashirtash ..…………………………...……………………………………Member/Ward 6 Manpreet Kaur……………...…...………………………………Vice Mayor/Member/Ward 7

Administrative Personnel

Christian Clegg……………………………………………………………………..City Manager Virginia Gennaro ……………………………………………………………………City Attorney Christopher Boyle …...…………………………………..…...Development Services Director Jennifer Byers ...…...……………………..Economic & Community Development Director Randy McKeegan .……………………………………………………………..Finance Director Kevin Albertson ……………………………….………………………………………….Fire Chief Christi Tenter ..………………………………………..……………..Human Resources Director Greg Terry ……………………………………………………………………………...Police Chief Zac Meyer ……...…………………………………………....................... Public Works Director Darin Budak ……………...……………………………… Acting Recreation & Parks Director Greg Pronovost ……………………………………………..…..Technology Services Director Kristina Budak ……..……………………………………..…………..Water Resources Director

Annual Compliance Report for
Planned Sewer Area Fees

Table of Contents

Page

Introduction …………………………………………………………………………... 1

Annual reporting requirements …………………………………………………… 3

Allen Road planned sewer area …………………………………………………. 4

Allen Road II planned sewer area ……………………………………………….. 5

Berkshire-Monitor planned sewer area ………………………………………….. 6

Brimhall planned sewer area ……………………………………………………… 7

Curnow planned sewer area ……………………………………………………... 8

Gosford planned sewer area ……………………………………………………… 9

Hooper Avenue & Kimberly Avenue planned sewer area …………………. 10

McAllister Ranch planned sewer area ………………………………………….. 11

Panama & Cottonwood planned sewer area ………………………………… 12

Panama & Monitor planned sewer area ……………………………………….. 13

Pierce & Oak planned sewer area ………………………………………………. 14

1 Introduction

There may be imposed by local ordinance a requirement for the payment of fees for purposes of defraying the actual or estimated costs of constructing planned drainage facilities for the removal of surface and storm waters from local or neighborhood drainage areas and of constructing planned sanitary sewer facilities for local sanitary sewer areas. (GC §66483)

Government Code Section 66006 requires that the local agency shall, within 180 days after the last day of each fiscal year, make available to the public specific information. The specific information to be made available to the public is summarized on Page 3 of this Report.

Pursuant to Government Code Section 66006, after the information contained in the Report is made available to the public, the Council shall review the information in the Report at the next regularly scheduled public meeting. However, the public meeting must occur not less than 15 days after the information contained in the Report is made available to the public.

There are currently eleven planned sewer areas within the metropolitan Bakersfield area subject to Government Code Section 66006:

1. Allen Road Planned Sewer Area (Wards 4 & 5) – This PSA is in County Service Area 71 and was formed in association with Assessment District No. 96-2 with the intention of funding a sewer trunk line on Allen Road from White Lane north to a point ¼ mile south of Rosedale Highway. The City funded its portion of the work with Sewer Enterprise Funds and bond proceeds from the Assessment District.

2. Allen Road II Planned Sewer Area (Ward 4) – This PSA is in County Service Area 71 and was formed to repay the Sewer Enterprise Fund for the fronting cost of extending the Allen Road Trunk Line from Rosedale Highway to Noriega Road.

3. Berkshire Monitor Planned Sewer Area (Ward 7) – This PSA was formed to reimburse the City for the construction of a sewer trunk line on Berkshire. Sewer Enterprise funds were used for this construction.

4. Brimhall Planned Sewer Area (Ward 4) – This PSA is in County Service Area 71 and was formed to reimburse the City for the construction of a sewer trunk line on Brimhall Road extending west from Allen Road about ¾ mile. Sewer Enterprise funds were used for this construction.

5. Curnow Planned Sewer Area (Wards 6 & 7) – This PSA was formed in response to the growth being experienced in southwest and south Bakersfield at the time. This PSA will fund the construction of a large sewer trunk line extending from Plant 3 along Curnow/Romero Road to Cottonwood Road. Portions of the line will be constructed by developers, with resultant reimbursement agreements.

6. Gosford Planned Sewer Area (Ward 5 & 7) – This PSA was formed in response to the growth being experienced in southwest Bakersfield. This PSA will fund the construction

2 of sewer trunk line along Gosford Road across Taft Highway to the south and to McCutchen Road to the north. Portions of the line will be constructed by developers, with resultant reimbursement agreements.

7. Hooper Avenue and Kimberly Avenue Planned Sewer Area (Ward 3) – This PSA was formed to reimburse the city for the construction of a sanitary sewer line around Kimberly Avenue and Hooper Avenue. In 2008 and 2009, two areas were annexed to the city.

The city and neighborhood residents desired sewer facilities in these areas. The city has constructed and is continuing to construct sanitary sewer lines to accommodate those residents who desire to connect to the City’s sewer system.

8. McAllister Ranch Planned Sewer Area (Ward 5) – This PSA was formed to fund the construction of a sewer trunk line on Panama Lane from Buena Vista Road to a point approximately 2 miles west of that intersection. The actual construction is to be completed as development occurs and will be subject to reimbursement agreements.

9. Panama & Cottonwood Planned Sewer Area (Ward 1) – This PSA was formed to fund the construction of segments 1 and 2 of sewer trunk line. Segment 1 includes manhole at intersection of Warwickshire Avenue and Madison Street to the south manhole on East Panama Lane. Segment 2 begins on the east side of Union on Berkshire Road to the manhole east of Moonstone Avenue.

10. Panama & Monitor Planned Sewer Area (Wards 1 and 7) – This PSA was formed to pay for the construction of a sewer trunk line on Monitor Street from Fairview to Panama Lane and in Panama lane from Monitor to approximately Parsons Way.

11. Pierce & Oak Planned Sewer Area (Wards 2 and 3) – This PSA was formed to pay for the construction of sewer lines to serve an industrial area between Buck Owens Boulevard (then Pierce Road) and Oak Street/the Kern River and from SR 204 to the Standard Pacific Railroad. These sewer lines will be constructed by the City as we accumulate enough funds to pay for them.

The above planned sewer areas (PSA’s) are separated into individual accounts in accordance with California Government Code §66483 and Bakersfield Municipal Code §16.32.060(D).

Each PSA’s fiscal year activity will be reported separately.

3 Annual Reporting Requirements

Government Code Section 66006 (b) (1) sets forth the annual compliance reporting requirements as:

For each separate account or fund established pursuant to subdivision (a), the local agency shall, within 180 days after the last day of each fiscal year, make available to the public the following information for the fiscal year:

(A) A brief description of the type of fee in the account or fund.

(B) The amount of the fee.

(D) The amount of the fees collected and the interest earned.

(E) An identification of each public improvement on which fees were expended and the amount of the expenditures on each improvement, including the total percentage of the cost of the public improvement that was funded with fees.

(F) An identification of an approximate date by which the construction of the public improvement will commence if the local agency determines that sufficient funds have been collected to complete financing on an incomplete public improvement, as identified in paragraph (2) of subdivision (a) of Section 66001, and the public improvement remains incomplete.

(G) A description of each inter-fund transfer or loan made from the account or fund, including the public improvement on which the transferred or loaned fees will be expended, and, in the case of an inter-fund loan, the date on which the loan will be repaid, and the rate of interest that the account or fund will receive on the loan.

(H) The amount of refunds made pursuant to subdivision (e) of Section 66001 and any allocations pursuant to subdivision (f) of Section 66001.

Items A through H listed above are reproduced on each report to ensure accuracy, understanding, and compliance.

4 ALLEN ROAD PLANNED SEWER AREA

(A) Description of fee

 Prior to approval of any development entitlement including, but not limited to, any general plan land use designation amendment, rezoning, the filing of any final map or parcel map, the granting of a conditional use permit, or after the cancellation of a Williamson Act contract within an assessment district, the subdivider/property owner shall pay or cause to be paid any fees for defraying the actual or estimated costs of constructing planned sanitary sewers facilities for local sanitary sewer areas pursuant to sanitary sewer plans adopted by the council, or connection to sanitary sewer facilities therefore in accordance with Article 5 of Chapter 4 of Division 2 of Title 7 of the California Government Code (Section 66483 et seq.) BMC §16.32.060(E)

(B) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by the number of equivalent dwelling units within the PSA boundaries1:

2023 - $1,984.93 per equivalent dwelling unit
2024 - $2,143.33 per equivalent dwelling unit

 Allen Road planned sewer area

Beginning Balance @ 7/1/23 $ 523,922.88
Ending Balance @ 6/30/24 $ 387,269.80

(D) Fees collected and interest earned

 PSA fees $ 433,411.85
 Interest Earned $ 17,059.07
 Transferred to Sewer Enterprise $ (587,124.00)

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

1 Resolution No. 103-98(1) available at: http://lf/WebLink/0/doc/8719/Page1.aspx

5 ALLEN ROAD II PLANNED SEWER AREA

(A) Description of fee

(B) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by the number of equivalent dwelling units within the PSA boundaries1:

2023 - $1,234.49 per equivalent dwelling unit
2024 - $1,271.52 per equivalent dwelling unit

 Allen Road II planned sewer area

Beginning Balance @ 7/1/23 $ 88.60
Ending Balance @ 6/30/24 $ 3,616.64

(D) Fees collected and interest earned

 PSA fees $ 3,481.28
 Interest Earned $ 46.76
 Transferred to Sewer Enterprise $

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

1 Resolution No. 084-07 available at: http://lf/WebLink/0/doc/624165/Page1.aspx

6 BERKSHIRE MONITOR PLANNED SEWER AREA

(I) Description of fee

(J) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by the number of equivalent dwelling units within the PSA boundaries1:

$1,222.00 per gross acre

(K) Beginning and ending fund balance

 Berkshire Monitor planned sewer area

Beginning Balance @ 7/1/23 $ 0.00
Ending Balance @ 6/30/24 $ 53,285.66

(L) Fees collected and interest earned

 PSA fees $ 48,293.44
 Interest Earned $ 4,992.22
 Transferred to Sewer Enterprise $

(M) Public Improvements

 N/A

(N) Timing of projects

 N/A

(O) Interfund transfers/loans

 N/A

(P) Refunds

 N/A

1 Resolution No. 186-88 available at: https://docs.bakersfieldcity.us/WebLink/DocView.aspx?id=3850&dbid=0&repo=CITYRECORDS

7 BRIMHALL PLANNED SEWER AREA

(A) Description of fee

(B) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by the number of equivalent single family dwelling units within the PSA boundaries1:

2023 - $163.54 per equivalent dwelling unit
2024 - $178.85 per equivalent dwelling unit

 Brimhall planned sewer area

Beginning Balance @ 7/1/23 $74,124.29
Ending Balance @ 6/30/24 $75,549.25

(D) Fees collected and interest earned

 PSA fees $ 178.85
 Interest Earned $ 1,246.11

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

1 Resolution No. 202-03 available at: http://lf/WebLink/0/doc/235135/Page1.aspx

8 CURNOW PLANNED SEWER AREA

(A) Description of fee

(B) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by both the number of acres and the number of dwelling units within the PSA boundaries1:

2023 - $3,671 per equivalent dwelling unit
2024 - $3,928 per equivalent dwelling unit

 Curnow planned sewer area

Beginning Balance @ 7/1/23 $635,948.42
Ending Balance @ 6/30/24 $991,443.37

(D) Fees collected and interest earned

 PSA fees $326,865.84
 Interest Earned $ 28,629.11

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

1 Resolution No. 213-07 is available at: http://lf/WebLink/0/doc/642261/Page1.aspx

9 GOSFORD PLANNED SEWER AREA

(B) Description of fee

 The fee is calculated by dividing the construction costs of the improvements by both the number of acres and the number of dwelling units within the PSA boundaries1:

2023 - $1,357.26 per equivalent dwelling unit
2024 - $1,484.30 per equivalent dwelling unit

(I) Beginning and ending fund balance

 Gosford planned sewer area

Beginning Balance @ 7/1/23 $ 0.00
Ending Balance @ 6/30/24 $1,659,565.69

(J) Fees collected and interest earned

 PSA fees $1,656476.65
 Interest Earned $ 3,089.04

(K) Public Improvements

 N/A

(L) Timing of projects

 N/A

(M) Interfund transfers/loans

 N/A

(N) Refunds

 N/A

1 Resolution No. 213-07 is available at: https://docs.bakersfieldcity.us/WebLink/DocView.aspx?id=1766383&dbid=0&repo=CITYRECORDS

10 HOOPER AVENUE & KIMBERLY AVENUE PLANNED SEWER AREA

(A) Description of fee

(B) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by the number of dwelling units within the PSA boundaries1:

2023 - $12,708.02 per equivalent dwelling unit
2024 - $13,089.26 per equivalent dwelling unit

 Hooper Avenue & Kimberly Avenue planned sewer area

Beginning Balance @ 7/1/23 $12,252.96
Ending Balance @ 6/30/24 $12,338.50

(D) Fees collected and interest earned

 PSA fees $0.00
 Interest Earned $0.00

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

1 Resolution No. 069-11(1) is available at: http://lf/WebLink/0/doc/962718/Page1.aspx

11 McALLISTER RANCH PLANNED SEWER AREA

(A) Description of fee

(B) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by the number of acres within the PSA boundaries for commercial property and by the number of equivalent single family dwelling units for residential1:

2023 - $513.41 per equivalent dwelling unit
2024 - $528.81 per equivalent dwelling unit

 McAllister planned sewer area

Beginning Balance @ 7/1/23 $155,397.21
Ending Balance @ 6/30/24 $160,533.36

(D) Fees collected and interest earned

 PSA fees $ 0.00
 Interest Earned $ 5,136.15

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

1 Resolution No. 170-06 available at: http://lf/WebLink/0/doc/541898/Page1.aspx

12 PANAMA & COTTONWOOD PLANNED SEWER AREA1

(A) Description of fee

(B) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by the number of dwelling units within the PSA boundaries2:

2023 - $1,227.99 per equivalent dwelling unit
2024 - $1,264.83 per equivalent dwelling unit

 Panama & Cottonwood planned sewer area

Beginning Balance @ 7/1/23 $ 740.00
Ending Balance @ 6/30/24 $25,909.36

(D) Fees collected and interest earned

 PSA fees $25,096.82
 Interest Earned $ 72.54

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

1 Resolution No. 80-2021 available at: http://lf/weblink/0/doc/1498185/Page1.aspx

13 PANAMA & MONITOR PLANNED SEWER AREA

(A) Description of fee

(B) Amount of fee

 N/A – fee no longer charged

 Panama & Monitor planned sewer area

Beginning Balance @ 7/1/23 $2,497.58
Ending Balance @ 6/30/24 $2,576.20

(D) Fees collected and interest earned

 PSA fees $ 0.00
 Interest Earned $78.62

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

_____________________________
1 Resolution No. 94-84 available at: http://lf/WebLink/0/doc/7875/Page1.aspx

14 PIERCE & OAK PLANNED SEWER AREA

(A) Description of fee

(B) Amount of fee

 The fee is calculated by dividing the construction costs of the improvements by the number of acres within the PSA boundaries1:

Benefit Area 1 fee = $605 per acre
Benefit Area 2 fee = $1,365 per acre

 Pierce Road – Oak Street planned sewer area

Beginning Balance @ 7/1/23 $64,310.90
Ending Balance @ 6/30/24 $66,436.36

(D) Fees collected and interest earned

 PSA fees $ 0.00
 Interest Earned $ 2,125.46

(E) Public Improvements

 N/A

(F) Timing of projects

 N/A

(G) Interfund transfers/loans

 N/A

(H) Refunds

 N/A

1 Resolution No. 73-84 is available at: http://lf/WebLink/0/doc/7855/Page1.aspx

Bakersfield City CouncilDecember 17, 2025

Bakersfield City Council
December 17, 2025