HomeMy WebLinkAbout21 Res Nos. 2021-15 and 2021-16 - BAD No. 1
STAFF REPORT
CITY OF PALM DESERT
FINANCE DEPARTMENT
MEETING DATE: May 13, 2021
PREPARED BY: Thomas J. Metz, Deputy City Treasurer
Randy Chavez, Landscape Supervisor
REQUEST: Approve the start of proceedings to levy the annual assessment
for City of Palm Desert Benefit Assessment District No. 1 for fiscal
year 2021/2022.
______________________________________________________________________
Recommendation
Waive further reading and adopt:
1. Resolution No. 2021-15, initiating proceedings for the levy and collection
of assessments for City of Palm Desert Benefit Assessment District No. 1
for fiscal year 2021/2022.
2. Resolution No. 2021-16, declaring its intention to levy the annual
assessment for City of Palm Desert Benefit Assessment District No. 1 for
fiscal year 2021/2022, pursuant to the Benefit Assessment Act of 1982
and appointing a time and place for the public hearing on these matters.
Strategic Plan Objective
Not applicable.
Background Analysis
City of Palm Desert (“City”) Benefit Assessment District No. 1 was formed to assess
property owners for the maintenance of the drainage system within Section 29. It was
formed pursuant to state law, and maximum levy amounts were established at that time.
Each parcel is assessed based on a weighted measure of apportionment known as
Equivalent Benefit Unit (“EBU”), which may take into consideration land use, development
status, size of the property, location of the property, development plans or restrictions,
vehicular trip generation, street frontage, densities, or other property-related factors. The
full levy amount of $557.30 per EBU is being proposed for fiscal year 2021/2022.
BAD No. 1 street boundaries are shown on page 13 of the Engineer’s Report.
May 13, 2021 — Staff Report
Intent Meeting for BAD No. 1
Page 2 of 2
Staff recommends that the City Council declare its intention to levy the full assessment,
and to set the public hearing date for June 24, 2021, pursuant to state law.
Fiscai Analvsis
The assessment and collection of the full levy amount finances the ongoing maintenance
of the Section 29 retention basin and associated staff costs, relieving the City of any
financial burden.
LEGAL REVIEW
N/A
Robert W. Hargreaves
City Attorney
DEPT. REVIEW
�ev�...rxi'�9. '/'�'/oo2e
Janet M. Moore
Director of Finance
City Manager L. Todd Hileman:
L. Todd hFi.levuaw
FINANCIAL
REVIEW
�a-we�'!'�I. 'I'�%oxz
Janet M. Moore
Director of Finance
ATTACHMENTS: 1. Resolution No. 2021-15
2. Resolution No. 2021-16
3. 2021/2022 Engineers Report
CITY COUNCILA,ETION
APPROVEn �
12t;CE1VED
a�cfPC�le� K2s nL�:� �
� '��
a►���na�r�.�i
iHN;N'�1'IAIGll 1' ' ' ' - - �',
AYES:�Qrni C>1 lCtrl. ESIRirlr�.
NOES• � C),��,���F ,
ABSEN'1� � `�y
Af3STAINs N
VERIFIED BY: ��YY-iC
Original on File wit6 City Clcrk'� Office
ASSISTANT
CITY MANAGER
flnAy _f frestine
Andy Firestine
Assistant City
Manaqer
RESOLUTION NO. 2021-15
1 of 2
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, INITIATING PROCEEDINGS FOR THE
LEVY AND COLLECTION OF ASSESSMENTS FOR PALM
DESERT BENEFIT ASSESSMENT DISTRICT NO. 1 FOR FISCAL
YEAR 2021/2022
The City Council of the City of Palm Desert (hereafter referred to as the “City Council”)
does resolve as follows:
WHEREAS, the City Council, by previous action and resolution, formed the ”Palm
Desert Benefit Assessment District No. 1” (hereafter referred to as the “District”), pursuant
to the Benefit Assessment Act of 1982, chapter 6.45, division 2, title 5 of the Government
Code of the State of California, commencing with section 54703 (hereafter referred to as
the “Act”), for the purpose of collecting assessments by the County of Riverside on behalf
of the City of Palm Desert in order to pay for the maintenance, operation, and services of
improvements related thereto; and
WHEREAS, the City Council desires to initiate proceedings for the levy and
collection of annual assessments for fiscal year 2021/2022 for the maintenance,
operation, and servicing of the drainage basin and facilities that provide benefit to the
property within the District, pursuant of the provisions of the Act; and
WHEREAS, the City has retained Willdan Financial Services for the purpose of
assisting with the annual levy of the District, including the preparation and filing of an
Engineer’s Report (hereafter referred to as the “Report”) with the city clerk, pursuant to
the provisions of the Act.
NOW, THEREFORE, LET IT BE RESOLVED, DETERMINED, AND ORDERED
BY THE CITY COUNCIL, THE LEGISLATIVE BODY FOR THE DISTRICT, AS
FOLLOWS:
Section 1. The above recitals are true and correct.
Section 2. Order. The City Council hereby orders Willdan Financial Services to
prepare and file with the city clerk the Report concerning the levy of special
benefit assessments for properties in the District for the fiscal year
commencing July 1, 2021 and ending June 30, 2022.
Section 3. Purpose of District. The purpose of this District is to fund the activities that
are necessary to operate, maintain, and serve the drainage basin
constructed in a portion of Section 29, Township 4 South, Range 6, East
SBM and to be enlarged in connection with current and new development
of properties. The maintenance, operation, and servicing of these
improvements may include, but are not limited to, all materials, equipment,
labor and incidental expenses deemed necessary to keep the drainage
RESOLUTION NO. 2021-15
2 of 2
basin in satisfactory condition. The Report will provide a more detailed
description of the improvements and services that the District provides and
will describe any new improvements or substantial changes to the
improvements for which properties are assessed.
Section 4. Necessity for Levy and Collection of Assessments. The City Council hereby
determines that in order to provide the improvements generally described
in section 3 of this resolution and shown, in detail, in the Report, it is
necessary to levy and collect assessments within the District for fiscal year
2021/2022, and that such improvements will be outlined and described in
the Report and imposed, pursuant to the provisions of the Act and the
requirements of California Constitution articles XIII C and XIII D.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, held on this 13th day of May 2021, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAINED:
________________________________
KATHLEEN KELLY, MAYOR
ATTEST:
_____________________________________
M. GLORIA SANCHEZ, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
RESOLUTION NO. 2021-16
1 of 2
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, DECLARING ITS INTENTION TO LEVY
THE ANNUAL ASSESSMENT FOR CITY OF PALM DESERT
BENEFIT ASSESSMENT DISTRICT NO. 1 FOR FISCAL YEAR
2021/2022, PURSUANT TO THE BENEFIT ASSESSMENT ACT OF
1982 AND APPOINTING A TIME AND PLACE FOR THE PUBLIC
HEARING ON THESE MATTERS
The City Council of the City of Palm Desert, California (hereafter referred to as the “City
Council”), does resolve as follows:
WHEREAS, the City Council, by previous action and resolution, formed the “Palm
Desert Benefit Assessment District No. 1” (hereafter referred to as the “District”), pursuant
to the Benefit Assessment Act of 1982, chapter 6.4, division 2, title 5 of the Government
Code of the State of California, commencing with section 54703 (hereafter referred to as
the “Act”), for the purpose of levying annual assessments upon benefiting properties
within the District for the maintenance, operation, and servicing of drainage basin and
facilities related thereto; and
WHEREAS, an Engineer’s Report (hereafter referred to as the “Report”) was
prepared, filed, and approved by the City Council in connection with the District and the
levy of assessments, pursuant to section 54716 of the Act; and
WHEREAS, the City Council conducted property owner protest proceedings
relating to the improvements and services described in the Report, the levy and collection
of annual assessments, and an assessment range formula related thereto, pursuant to
the provisions of California Constitution article XIIII D.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL OF THE CITY OF PALM DESERT, THE LEGISLATIVE BODY
FOR THE DISTRICT, AS FOLLOWS:
Section 1. Intention. The City Council hereby declares its intention to seek the annual
levy of the District assessments, pursuant to the Act, over and including the
land within the District boundaries, in order to pay the cost of operating,
maintaining, and servicing the drainage basin and improvements and
expenses related thereto for fiscal year 2021/2022.
Section 2. Boundaries. The boundaries of the District are described in the Report and
include the parcels within the District at the time of this resolution of intention
and are identified on the Riverside County Assessor’s Secured Roll as of
June 2007 and on the Assessor’s Parcel Map.
RESOLUTION NO. 2021-16
2 of 2
Section 3. Notice of Public Hearing. Notice is hereby given that a public hearing on
these matters will be held on Thursday, June 24, 2021 at 4:00 p.m., or as
soon thereafter as feasible, at City Hall (in the City Council Chambers),
which is located at 73-510 Fred Waring Drive, Palm Desert, California. At
the public hearing, all interested persons shall be afforded the opportunity
to hear and to be heard.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City
Council, held on the 13th day of May 2021, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAINED:
KATHLEEN KELLY, MAYOR
ATTEST:
_____________________________________
M. GLORIA SANCHEZ, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
� PALh��SERT
City of Palm Desert
� _._.__ �� , � = n � �
2021/2022 ENGINEER'S ANNUAL LEVv REPo2i
IMent MeeLng May 13, 2021
Publlc H�ring June 24, 2021
W WILLDAN
ENGINEER'S REPORT AFFIDAVIT
Benefit Assessmen[ District No.1
Tne olsVid incNtles par<els of lana witnin iM1e subtlivisions knrnv as
Paroel Map No.26255 (Monterey 170)/
Aeseasment Distriet 200G-03 (5¢ction 19)
City of Palm Desert,
County of Riverside, State of California
Tnis Repotl antl ine entlosetl butlget, assessmenis, aescnplions antl tliagrams
tlescnbe Poe Benef¢ Hssessmen� Ois[ncl No 1, antl intlutle each lo�, parcel, antl
subtlivision o! land wi�M1in IM1e Oistricl, as �bey existed at �M1e �ime o� iM1e passage
of tM1e Resolu�ion ef Intantien. Reference Is M1ereby matla to �he Rrverside Counry
Nssessofs maps for a tletaileE Cescnplion of ihe Ilnes and tlimensions oi parcels
withm f�e �istnd T�e unEerslgnetl respecttully submi�s Ibe enclosetl RepoN as
eirecleE by t�e qry Comcii.
Datetl[M1is 22nd QaY� APri1 .2�21.
WiIIJan FlndnCidl S¢rviG¢5
HssessmentEngineer
On Behalf of �M1e Gry of Palm Desert
e, _ ��„"-l-W r'3 ---
Jasep�InaMosas,Assisdn�Direeror a ����Ox�
Speaal0lstnofSarvlces (/�,RONEap���,
I¢ C81888
ey .�—
Tyrone P eI sq� a�v��
s
P.E. p C 81B80 F°�^���
TABLE OFCONTENTS
I NTRODUCTION ................................................................................ 1
PART I—PLANS AND SPECIFICATIONS. 4
A. Benefiting Propertieswithin the Disirict..__.__...__.__...__.__....4
B. Funding authorized by the 1982 Ad__........_....._...__..._...__....4
C. DescriPtion of Services __..._...__..._...__..._....._...__..._...__....4
PART II — METHOD OF APPORTIONMENT ................................... 6
A. General .......................................................................................6
B. Benefit Analysis ...........................................................................6
C. Assessmenl Methodolo9Y _..... _... _..... _... _..... _... _..... _... _..... _.J
D. Assessment Range Formula..._..._....._..._....._..._....._..._....._..9
PART III — DISTRICT BUDGET ..................................................... 11
PART IV — DISTRICT DIAGRAMS .................................................12
PART V — ASSESSMENT ROLL ...................................................14
W WILLDAN
INTRODUCTION
Pursuant �o the pmvisions of the Bene(� Assessment Ac[ of 1982, being Chap[er 64 of
ihe CaLfornia Governmen[ Cotle, commencinq wRh Section 54]03 (hereafter referred to
as ihe "1982 Acf), and in compllance with the substanLve and pmcedural reqmremenis
of �he Califomia Sta�e Cons�iN�ion Article kIIID (hereafler referrad to as �he'CaGfomia
Cons�iN�ion"), �ha City Council of the CIry of Palm �esert, County of Rlverside, S�a�e of
Geb(omie (hereafter re(erretl ro as "Clty"), pmposes �o levy spaclal bene(� essessmen�s
tor the disVict tlesignatetl as:
Ci[y of Palm Desert Benefit Assessment Oistrict No. 1
Benefit Assessmen� Distnct No. 1(hereaker referretl �o as "DistricC), which includes b�s
antl parcels of lantl wi[hin the subdivisions known as Mon[erey 1]0 antl subtlivision
known as Sechon 29, w¢hm �he Ciry limi�s of Palm Desetl The areas mclutled m[he
DisVict are also known as Parcel Map No. 24255 (Monterey 1]O) / Assessment Disinct
2004-02 (Section 29).
The Engineers Annual Levy RepoN (hereaRer referretl �o as the "Report") tlescnbes �he
Dis�ric[, [he services, antl �he pmposed assessmen[s to be levietl agains� pmpetlies in
connection wi�h �he special benefits tha� �he properties wi0 receive fmm �he main�enance
antl servicing of the Dishictimprovements and facihhes forfscal year 2021/2022. The
Dislnct and the assessments described herein will provide a(undinq source (annual
assessments) for ihe continued operalioq mamtenance and servicmg of ihe drainage
basin, including expansions thereto.
The services and assessmen�s described in this Repotl are basetl on �he curren� and
plannetl tlevelopment of pmperties wi�hin �he �istric[ antl represen� an es�ima[e of [he
tlirec� expendiWres, incitlen[al expenses, antl (untl balances Iha� wAI be necessary �o
opere[e, maintam and serv¢e ihe dreinage basm [hat promdes special beneti[s to
properhes within Ihe Dislnct The slmcWre ofihe Dlshmt (orqamza[ion), ihe proposetl
services, the method of apporLonmenl, and assessments tlescnbetl herein are basetl on
�he wrrent antl proposetl tlevelopment within the Distric[ and by reference, the plans antl
specifica�ions for the drainage basin and expansion thereto are made part of�his Report.
The word "parcel; for �he purposes of Ihis Report, refers �o an mdividual pmpetly
assiqnetl its own Assessor's Parcel Number (APN) by the Rmerside County Assessors
Offce The Riversitle Coun�y Auditor-Conholler uses Assessor's Parcel Numbers and
specdic Fund Numbere to idenLfy properties to be assessed on the tax ro0 (orihe special
banefltassessmen�s
As part of this Dislnct �he City of Palm Desert contluctetl a Property Owner Protest Ballot
pmceetling for �he pmposed levy of a new assessmen� pursuant �o �he provisions of the
CaliPomia Constitution, Article XIIID Section 4. In conjundion with [his ballot pmceetling,
�he Qry Counal conduc�etl a no�icetl pubhc heanng �o consider public �estimonies,
commenls and wniten protes5 regarding Ihe formation of the DisNct and levy ot
2021/2022 Benefl�Hssessmen�DlsVic�No.1 Page�
W WILLDAN
assessments. A� �he public hearing, pmpetly owner pm�es� ballo�s receivetl were
�abulated antl a majonry pmtes[ tlid no[ exis� for �he proposed assessments antl [he
assessment ranqe formula presen[etl and tlescribetl herein The Q�y Council approvetl
Ihe Report, ordered ihe formation of ihe DisVict, and approved the levy and collection o(
assessments.
Each subsequentfiscal year, a Repotl is preparetl antl presen�etl �o Ihe City Council
tlescribing any changes �o [he proposetl sernces, �he annual budge� antl assessmen�s
tor that fiscal year, antl [he City Council shall holtl a noliced publ¢ hearing regardmg
ihese matters prior ro approving and orderinq the proposed levy of assessments. If ihe
proposed assessments for tM1e Dlshic� exceetl �he maximum assessmen� described
herein (as approved by the property owners), the new or increased assessment mus� be
confirmetl [hrough ano�her property owner pmtest ballot pmceetling before such an
assessment may be imposed It should be no[etl that an increasetl assessmen[ �o an
indrvidual property resul[ing from changes m developmen[ or land use does nol constiWle
an mcreased assessment.
This Report wnsis�s of five (5) pahs:
Part I
Plans and ecitications: A descripLon of the DisVict boundaries and the proposed
improvemen s assoaa�ed with �he Dls�nc�.
Part II
TM1e MeMotl of Aq�prtionment A discussion of beneflts �he services provitle �o
pmperties within �he Uis�rict and �he me�hod of calculating each property's pmpotlional
special benefi� and annual assessment This sec�ion also itlentifies antl ou�lines an
Assessment Range Formula [ha� provitles for an annual atl�ustment to the Maximum
Assessment Rale ihat eslablishes limits on fuWre assessments, bu[ also provides for
reasonable wst adjusimenls due to Inflahon without ihe added expense of additional
property owner pro�w� ballot proceetlings.
Part III
The Oisvict Butl7ee An estimate of [he annual cos�s to operate, mam[ain and servme
Ihe dramage basin improvements and faahties installed and consVucted to support
current and proposed development within ihe �isUict Thls budget mdudes an estimate
of aMicipated drted mam�enance wsts antl Incitlental expenses Inclutling, bW no� Ilmi�etl
�o atlministra�ion expenses and �he collec�ion of appmpriate funtl balances. The special
benefit assessmen�s are basetl on �he overall opera�ion, maintenance antl servicing cos�s
minus any cos�s �hat are consideretl general benefit or no� assessetl as special benefi[.
The proposetl assessmen[s lor Ihe fscal year 202 V2022, shall be based on the estimated
net annual cost of opera�ing, mainWining and servicinq the Dismct improvements for �hat
flscal year_ The Maximum Assessmanis Ra�e (Ra�es per Equrvalen� 8enafi� Unit)
2021/2022 Benefi�Hssessmen�DlsVic�No.i Page2
W WILLDAN
itlen[ifetl in [he butlge[ of �his Report shall be atljusted annualty by the Assessmen�
Range Pormula tlescribetl m �he me�hod of apportionmen[.
Part N
Dishict Diaaram: A Diagram showing �he exterior bountlaries of �he Dis�rict is pmvidetl
m[his Report and inclutles all parcels [ha� will recerve special bene(�s fmm [he services.
Parcel itlen[Ricatioq the hnes and dimensions o! each lot, parcel and subdrvision of lantl
within the DisVicp are mdusive of all parcels as shown on ihe Riverside County
Assessofs Parcel Maps as they exis�ed a� �he bme of �he passage of �he ResoWtion of
In�en�io¢ antl shall include all subsequent subtlivisions, lo� line adjus�men�s or pamel
changes �herein. Reference is hereby made �o �he Riverside Counry Assessor's maps for
a tle�ailetl tlescriphon of �he lines and dimensions of each lo� and parcel of lantl wi�hin �he
Dislnct
Part V
Assessmen[ Roll: A listing of the proposed assessmen[ amoun� �o be applied to each
parcelwithmtheDisViciforiheliswlyear202V2022 Theproposedassessmentamount
for each parcel is based on [he parcel's proportional special beneft as outlined m the
melhod of apportionmeM and the Maximum Assessmenl Ra�es.
2021/2022 Benefi�Hssessmen�DlsVic�No.i Page3
W WILLDAN
PART I— PLANS AND SPECIFICATIONS
A. Benefiting Properties within the District
The terri�ory within �he Distric� consis�s of all lots, parcels antl subtlivisions of lantl wi�hin
�he subtlrvision known as Mon�erey 1I0 antl �he proposetl subtlrvision known as Sec�ion
29, which encompasses an area of land totahng approximately lour hundred sixty acres
(46� acres). The subdmisions are generdlly located:
Norih of Gerald Ford;
Southwest of Interstate 10;
West of the Portola Avenue; and,
East of Monterey Avenue.
B. Funding authorized by the 1982 Act
As generally tlefinetl by the 1982 Ac[ antl applicable to �his Distric�, �he Ciry may impose
a benetit assessment to Mance the mamtenance, operetion and servicmg cosis
associated with [he dremage basin described below.
C. Description of Services
The purpose of �his Dis[ric� is to fund [he ac�ivibes necessary �o operate, main�ain antl
service [he tlrainage basin conslmctetl in a portion of Section 29, Township 4 South,
Ranqe 6 East SBM and lo be enlarged in connection with current and new development
of pmperties. The maintenance, operation and servicing of ihese improvemenis may
include bu� are no�limited to all ma�erials, equipmen�,laboG and inciden�al expenses
deemetl necessary�o keep �he tlrainage basin in sa�isfac�ory contlition. The main[enance
of [he improvemen�s antl rela�etl acbvi�ies shall be funtletl en�rtety [hrough [he Dis�nct
assessments. The Dislnct services are generally described as
. Drainage basin mam�enanw �ha� may Inclutle but is not limitetl to inspecboq
repair,removal and replacemen[, antl servicing oftlrainage basins,inlets, ca[ch
basns, manholes, ou�le�s, drywells, pumps, (I�ers antl storm tlrain pipes ins�alletl
in connection with [he tlevelopment of benefi[ing properties as well as any olbsite
improvemenis and (acilities directly associated with [he aforementioned
mfrasimcture ihat is deemed necessary ro service or pmtect the properties�,
• All appurtenant, eqmpmen�, ma[enals antl servme conVacls relatetl ro �he
opere[ion, maintenance and servicing o( the a(orementioned improvemenis and
facillhes�,
2021/2022 Benefi�Hssessmen�DlsVic�No.i Page4
W WILLDAN
De[ailetl maps antl tlescrip0ons of [he location antl ex[en[ of the speafic
improvemenis lo be maintained by the DisUict are on fle m the Oflice of Public
Works and by reference are made parl of this ReporL TM1e annual cost ro provide
�he serviws tlelerminetl �o be of special benef� shall be allocaled to each pmpeNy
in pmpotlion to �he special benefi[s receivetl from �hose various services
Drainage Basin Main�enance
The dramage basin mam[enance may mclutle, bu� is not limi[ed to'. gratling of access
perimeter roatls. repav of emsion of slopes to access roatls, debris dearance, anchor
mat repairs. dust wnVol Ihrough the appLcation o( soil stabiLzation aqents, weetl
abatement, mosqmto and vector contml, storm dram Inle6 and outletr, pumps, f'Jters antl
pipes. The annual assessments for this Dis�rict are Intentletl to support �he tlrainage basin
antl �he main�enance pmgram �hat will atlequately regula�e and con�mi srorm wa�er mnoff
resW�ing from wrren� antl proposetl tlevelopment wi�hin �he Dis�ncL This mam[enance
program mey Indutle bu[ Is not Ilmitetl [o Inepectlon antl documen�a�ion of Ihe system',
cleaninq, servianq or repav o( [he faciLties and eqmpment; and Ihe parlial removal,
Rplacemen� or rehabihtation of eqwpment and famLties The dramage basin will cover tn
area of appmximately 4 acres. The Public Works �epartment shall authorize and
schetlule all opera�ional activities antl main�enance of �he drainage basin
A portion of �he servmes tlescribetl above might not be pertormed on an annual basis bu[
rather as a resull of an exVaortlinary event, such as replacement of the anchor mats and
other ma�or facihty reparts, and ihe funds necessary for these achviLes are collectetl as
patl of the annual assessments. The monies wllected each year for �hese ex�raordinary
services shall be accumula�etl in a special fund of the Dis�rict (Reserve Pond) The monies
accumulated for [hese achvi�ies shall be spen� as neetled to pertorm �he services tleemetl
necessary by the City. This process of provitlinq a reserve shall mntinue until such time
Ihe Distnct is dissolved; or [he Qty determmes that such funtlmq procedures reqwre
modiflcalioa Changes m the pmcess of pmvidmg a reserve that would result in an
increase to the annual assessment rate mus� be presen�etl to the pmpetly owners for
appmval prior ro imposing such an increase
2021/2022 Benefi�Hssessmen�DlsVic�No.i PageS
W WILLDAN
PART II — METHOO OF APPORTIONMENT
A. General
The 1982 Ac� permi�s Ihe es�ablishment of assessmen� disVic�s by agencies for Ihe
purpose of providmg (or the mamtenance, opera�ion and serncing of drainage antl �ootl
mnVol improvements as well as sVeets, roatls and appmtenant facihties. The 1982 Act
further reqmres tha[ ihe mst of Ihese impmvemenis be levied accordinq to beneft rather
ihan assessed value:
"The amount ol the assessment fmposetl on any percel o(pmperty shall be relefetl to Ne
benefit to fhe percel whmh will be tlenved lrom the pmvlson o(Ne sernce."
Furlhermore:
'The annual aggregate amount ol the assessment shall not exceed Ihe esGmated annual
cost o( pmvltllnA the service, excepf that fhe leglsletive body mey, by resoWfion,
tlefermine that (he estlmeted cost ol work authorhed .. is greeter (hen cen 6e
cnnvemenNy raised from a smgle annual assessment and ortlerlhat the eshmated cost
shall be raised by an assessmen( lemed and collec(ed in ms[allmen(s. _ The revenue
dermed imm the assessmenf shall not be used ro pay the cost oi any semce o[her (han
the aernoe Por whioh the assesement was levied."
The me[hotl of apportionmen� tlescribetl in �his Repotl for allocahon of special beneN
assessments u0lrzes commonly accep�ed engineerinq practices antl is in compliance wrth
Ihe provisions of the 1982 Act and the Cah(orma ConstiWlion The (ormulas used for
calculahng assessmenis reflecls tM1e composition of parcels within ihe Dlsinct and ihe
impmvemen�s and services pmvitled, �o faidy appotlion the costs based on the special
benefits �o each parcel
B. Benefit Analysis
Each of �he pmposed servmes, antl �he associatetl ms5 and assessmen5 have been
carefulty reviewed, identlfletl end allocated baeed on epeciel beneflt pureuant to [he
provisions ot the 1982 Ac[ and the Cahtorma ConstiWtion The dramaqe basin
impm ents associated with Nis �isinct are necessary and essenfial reqmr en6 for
exis�ing tlevelopmen( antl IM1e ortletly tlevelopment of fuWre pmpetlies wi�hin the Dis�rict
�o �heir full po[en�ial, consis[ent wi�h [he contlitions for tlevelopment of t�e properties,
pm�ec0on of tlownsVeam properties which woultl be nega�ivety aRec�etl by mcreasetl
storm runoR lrom ihe developed propehies wi�hout the basin, and �he applicable portions
of the City General Plan. As such, Ihe ongoinq operetion. servicinq and mamtenance o(
ihose impmvements woultl otherwise be ihe direcl fnancial obligahon of each indrvidual
pmperty owner. Since the exis�ing parcels antl pmposetl new developmen� to be
assessed are directly servetl by the drainage basi¢ each parcel has a tlirec� imes�men�
in �he pmper mamtenance of �he various improvements that is over antl above any
2021/2022 Benefi�Hssessmen�DlsVic�No.i Pagefi
W WILLDAN
general benefi[s that may be conferred by such impmvemen�s antl services
The consVuclion antl ms�allation of �hese impmvemen�s are only necessary for �he
properties within ihe Dishict As such, Ihese improvemenls were not reqwred nor
necessarity desved by any properLes or developments outside ihe DisVict boundary antl
any public access or use of �he improvements by others Is inciden�al. Therefore. it has
been de�ermined �ha� �he ongoing main�enance, servicing antl operation of [he Dis�riq
improvemen�s provide no measurable general benefit ta propetlies ou�side [he Dis�nct or
to ihe pubhc at large, but clearly provide tlistinc� antl speaal benefis to properties within
ihe Disinct
C. Assessment Methodology
All costs associated with the services shall be fairly disVibWetl among Ihe parcels basetl
upon ihe speaal beneft received by each parcel. Additionally, m compliance with [he
Cahfomia ConstiWLon ArLcle %IIID Section 4, each parcel's assessment may not exceed
�he reasonable wst of the pmpotlional special benefit conferretl to �ha� parcel. The benefit
formula used to de[ermine �he assessment obliga�ion is �herefore basetl upon bo�h [he
services [hat bene(� �he parcels wi�hin �he Dishic� as well as [he gmss acreage of each
properry as mmparetl �o o[her parcels that beneN from those services
The method of apportionment eslabhshed for Ihis Dishict and described hereiq re�ecis
�he proportional special benefit each property receives from �he serviws basetl on ihe
gmss acreage of [ha� parcel as comparetl �o the �o�al gmss acreage of all pmpetlies wi�hin
�he Dis[rict excep� Ihose [hat retaim m�off on-site antl do no[ receive any speaal benefit
trom those services
Equivalenl Benefit llnits
In order �o assess benefits equitably it is necessary ro rela[e each property's pmportional
special bene(�s [o the speaal benef�s of all o[her properties wLLhm �he Dis�nct The
method of apportionment established tor tMs disV¢t, lormed under Ihe 1982 Benefit Act,
will uLllze a weighted method of apporlionment known as an Equrvalent Beneft Unit
(E9U) me�hodology. This pmpoNional weighhng may be based on several fac�ore �hal
may include, but are no� limi�etl �o: �he type of tlevelopment (lantl use�, developmen4
staWs (tlevelopetl versus undevelopetl), size of the pmperty, location o( �he property,
tlevelopmen� plans or resVicOons, vehicular [rip genera�ion, sVee� Gontage, tlenshes or
other property relaled lactors. Generally, for mos[ distncis ihe calcula�ion of each parcel's
proportional special beneft can be reasonabty delermined by applying one or more of
�hese hctors-
Since �he drainage basin will be constmc�etl to retaim m�off fmm [he pmpetlies wi�hin �he
Dis�nc[ antl �he cos[ of mamtenance is directly rela�etl ro[he srze of �he basn, each
parcefs proporlional special benefi[ has been based on [he parcefs qross acreage as
compared to the total qross acrea9e of all other parcels within the Disinct except ihose
2021/2022 Benefi�Hssessmen�DlsVic�No.i Page]
W WILLDAN
�hat re�aim m�off on-site antl tlo not receive any special benefit fmm �hose services.
Generally, storm wa�er runoff occurs from the en�ire parcel before and a(ter tlevelopmen[.
Thus, the gmss s¢e of a parcel prior to development provides a rela�rve companson to
ihe amount o( runoH [he parcel will conVibute ro the drainage basm and thus Ihe mst o(
mam�enance. Therefore, i� has been de�ermined that for �hls �istric�, each parcel's
pmportional benef� (Equivalen� Benefi� Uni�s) shall be equal �o the parcefs gross acreage
before tlevelopmen� (muntletl to �wo decimal places).
Exempt Parcels — This lantl use itlenhfies properties that are no[ assessetl antl are
assignetl 0 00 EBU This land use dassifiwtion may include but is not lim¢etl to:
• Lo[s or parcels idenlified as pubhc sVeets and other roadways (typiwlly not
assigned an APN by ihe Coun[y) which are otheiwise included in the gross
acreage of the parcel pnor to development
• Dedicatetl pubhc easements indutling open space areas, utility righis-o6way,
greenbelis, parkways, parks or olher pubhcly owned properties ihal are part of ihe
DStrict impmvements or may provitle other benefl6 ro pnvate pmperties within ihe
Dis�rick
• Privale properties Nat canno[ be developetl independenlly Gom an ad�acent
property, such as mmmon areas. slrver parcels or biWrcated lots or pmperties with
very restrictive developmen� use bN are includetl in the gross acreage prior �o
developmen�,
. Parcels owned by ihe school dishict, Coachella Valley Waler Dislnct and private
developers ihat wtll not be assessetl as part of ihis beneflt assessmen� district,
since the mnoH genera�etl by these pmpetlies shall be capWretl antl retainetl
onsite �hmugh the constmc�ion and grading of �he si�es
These types of parcels are consideretl to receive litlle or no benefi� from �he impmvemen�s
antl are �herefore exemp�etl fmm assessmen�, bu� shall be reviewed annualy by Ihe
assessment engineer �o confirm [he parcels current tlevelopment s�aWs Government
owned propeNes or pubhc properlies are no[ necessarily exemp� properlies and shall be
sub�ect ro special beneft assessment unless It quaLfies for an exempt status. The
following formula Is used �o calalata each parcal's EBU (proportional banefit)-
Total Butlget / Total EBU (Gmss Acres) = Assessmen[ Rate per EBU
(ParcePs Acreage I Total Ne[ Acreage) x Total EBU = Parcel's EBU
Assessmen� Rate per E9U x Parcel's EBU = Parcel Lery Amount
Por all subsequen� parcel subdivisions �ha� resul� in a final map of buildable resitlential
lo�s, �he number of EBUs assignetl �o such lo[s shall be calcula�etl by taking �he EBU
imLally calculated !or [he odglnal Parcel (idenLllad at Ihe tlme of [his Report) and
apportioninq the original assiqned EBUs equally to ihe new bwldable residential lot(s) or
2021/2022 Benefi�Hssessmen�DlsVic�No.i PageB
W WILLDAN
by equivalen� gmss acreage for noo-resitlential lots crea[ed by a subtlivision map The
mrrespondmg assessmen[ shall be levied against �he apphwble mrrespontling
Aeseseor'e Parcel Number(s)
D. Assessment Range Formula
Any new or increasetl assessmen� requires certain no�icing antl mee�ing requirements by
law Ptlor [o �he paesege af Praposihon 218 (Cehfamie Constl[u0on Artmles XIIIC entl
XIIID), Iegisla0ve changes m[he Brown Act tlefined a"new or increased assessmenf'to
exclude certain wnditions. These wnditions Included "any assessment that does not
exceed an assessment formula or range of assessmenis previously adop�etl by tM1e
agency or appmvetl by �he voters in �he area where the assessmen� is imposetl" This
defm�ion entl contll�lons were letar confirmed Ihmugh Senete Blll 919 (Pmposltlon 218
implementing legisle�lon)
If the proposed annual assessment (levy per EBU) for ihe upcoming (iscal year is less
�han or equal �o �he adlus�etl Maximum Assessment Ra�e, �hen �he proposed annual
assessment is no� consitlered an increased assessment.
The purpose of es�ablishing an Assessment Range Pormula is �o provitle for reasonable
increases and mflahonary atljuslment to annual assessments without reqwrinq cos0y
noticing and maJing procedures, which could add ro the DisVict cos[s and assessmenls.
As paN of the Dlsincl tormatioq tM1e noLce and assessment ballots presen�etl to �he
pmperty owners for appmval, includetl a maximum assessmen� amount for fiscal year
200]/2008 (ini�ial maximum assessmenQ. itlen[ifica�ion of �he mrresponding Maximum
Assessment Ra�e antl a summary of the Assessment Range Formula tlescnbetl herein
The Assessment Ranqe Formula for this Disinct shall be applied to all future assessmenls
antl is generally defned
The Maximum Assessment Rate is edual �o �he (Ini�ial) Maximum Assessment Ra�e
es[ablished for(scal year200]/20�8 atl�usted annually by �he greaterofthree percent
(3 %) or ihe annual percentage change m the Consumer Pnce Index (CPI) ot "All Urban
Consumers' for the Los Angeles- Long Beach-Anaheim Area (or March. Starting flscal
year 2019I2020 ihe Maximum Assessment Rate will be atl�usted annualty by the greater
of thrae pemen� (3 %) or the annual percen�aga change in �he Consumer Prica Intlex (CPI)
of "All Urban Consumers" (or �he Riverside-San Bemartlino-Ontario Area.
Beginning m the second fiscal year (fscal year 2008I2009) and each fscal year
ihereafleq the Maximum Assessment Rate will be recalculated and a new Maximum
Assessmen� Rate es�abhshed for �he fiscal year ubLzing �he Assessment Range Formula
describetl above The atljusted Maximum Assessment Rate shall be calcula�etl
intlependen� of �he Dis�ricfs annual budge� antl pmposetl assessment The annual
percen�age change m CPI shall be basetl on available tla�a providetl by �he U 5.
Department of Labor, Bureau of Labor Statistics at the time the annual Reporl is prepared
2021/2022 Benefi�Hssessmen�DlsVic�No.i Page9
W WILLDAN
Shoultl the Bureau of Labor S�a�istics revise such index or discontinue �he prepara�ion of
such intlex, the Gry shall use the revisetl mtlex or comparable sys�em as approved by
Ihe Q[y CouncA tor determining lNcluations m[he cost of hving.
Any pmposed annual assessmen� (ra�e per EBU) less lhan or equal to �he calculated
(atljusted) Maximum Assessment Rate is no� consitleretl an increasetl assessmen[ even
if �he pmposetl assessment is grea�er than the assessment applietl in �he prior fiscal year.
To impose a new or increased assessmenl other ihan ihe annual mtlationary atl�ustment
provided by ihe preceding Assessment Ranqe Formula, ihe Qty must comply with the
promsions of �he Califomia Corelitubon Article XIIID SecLon Aq �ha� reqwres a publlc
hearing and certain pm�est pmcetlures inclutling mailetl notice of �he public hearing antl
pmperty owner pmtest ballo�ing Pmpetly owners, �hmugh the balb�ing process, must
approve a proposetl new or mcreased assessment before such an assessmen[ may be
imposed
2021/2022 Benefl�Hssessmen�DlsVic�No.1 Page 10
W WILLDAN
PART III — DISTRICT BUDGET
o�.aoe co:�s
LaLo� anU Mam�enanoe
Malenals
ueiieas
AtlminisValion
Pryntlminiso-euon Ovameaa
Pmtes4ionelleeSfo�AtlmmisVaOon
Caunly Htlminislre�ion Fee
RESERVE FIIND ILIP FUND
BALANCE TO LEW �'�
Parcels Lemetl
Tolel EBU's (GmssAcres)
FY 2021I2022 MAXIMUM LEW PER EBII
FY 2021I202] LEVY PER EBII
FY 2020I2021 MA%IMUM LEVY VER EBU
FY 2020I2021 LEVY PER EBU
Eslime�etl Beginning Reserve Belence-June 3q 2021
Remrve Funtl Atllushnents
ESOma�eO Entling Feserve 6alance � Juna 30, 2022
Beginning QP Funtl Balance -June 3q 2021
cip Funa naius�mems
esnme�ea civ aeience-d�ne aq zozz
rotai
S snowo
103,16488
2 038 91
s xw,soaos
S �5,Q990]
2fi0].43
045 ]]
$ 18.16828
$ 31,1I395
$ 152814 ]1
]88
053 66
S 612.33
S 5A30
$ 59136
$ 55/.30
$ 2,259,8]]81
$ 2259,8]]81
$ ��883�0I212
3t n395
$ 1,894,6460]
(t) ShgM1t vananca from Cnerga tolal sum on Assessment Rol� tlue to muntlin9
2021/2022 Benefl�Hssessmen�DlsVic�No.1 Page 1�
W WILLDAN
PART N— DISTRICT DIAGRAMS
The parcels wi�hin Benefit Assessmen[ Dishm� No. 1, Parcel Map No 24255 (Mon�erey
1]0) / Assessment Disinc12004-02 (Section 29) consis[ ot lots, parcels and subdrvisions
of land located In ihe planned resdenhal and commercial development known as Seclion
29 and Mon�erey 710. The Distriq wvers approximately four hundred sixty acres (460
acres) m[he CIty of Palm Desert
The following �istric� Diagram is basetl on the Riverside County Assessor's Maps antl
�he Riversitle County Assessor's informa�ion antl itlen�ifies all �he parcels of lantl wi�hin
�he pmposed Dis�nct, as the same existed at �he Ome [his Report was preparetl The
mmbinalion of this map antl the Assessmen[ Roll contained m Ihis Report cons�iWte [he
Disinct Assessment Diagram.
2021/2022 Benefl�Hssessmen�DlsVic�No.1 Page 12
W WILLDAN
�
BOUNDARIES OF THE CITY OF PALM DESERT
BENEFITASSESSMENT DISTRICT NO. 1
(MONTEREY 770 ! SECTION 29)
c � _ �iaiwlrMnv
_ _
�'���� 4
���
:;�
�4)ti
���F�
�..
_.���� , ' ��,�
_� � �
� �;
�� �' � � �� `
Q
� r = �
�l — ��.11��� ���
� � ��oa
Legend
� Distrid Bountlary
Q ciry or aaim oasen
0 Noru anar
��;�
�- �;, �
�
Tr��
� � ��__
� ��— =� —
WILLDAN
rm.�.�.,�� �
2021/2022 Benefl�Hssessmen�DlsVic�No.1 Page 13
W WILLDAN
PART V—ASSESSMENT ROLL
Parcel itlen�ifica�ion for each lo[ or parcel wi�hin �he Dis�nct is basetl on �he Assessmen�
Diagram presented herein antl is basetl on available parcel maps antl property tlata Gom
ihe Rrverside County Assessor's Of(ice at ihe time the Engineer's Report was prepared.
A listing of ihe pmposed lots antl parcels to be assessed within ihis Disinct along with ihe
assessment amounts is pmvitled herein.
Non-assessable lo[s or parcels may mclutle, bu� are no[ limi�etl �o public shee[s antl o[her
roadways Qypiwlly no[ assignetl an APN by ihe County); detlicatetl public easements,
open space areas, righ4obways, common areas', bRurcated lots, and any other pmperly
ihat cannot be developetl or has httle or no value. These types of parcels are consdered
�o receive li�tle or no benefi� from the impmvemen�s antl are �herefore exemp�etl fmm
assessment
If any parcel submi[ted for mllec0on is iden�ifietl by ihe Counry Audi�or-ConVoller to be
an imalid parcel number tor Ihe fscal year, a corrected parcel number and/or new parcel
numbers will be idenhfed and resubmltted to tM1e County AudltorConVoller_ The
assessment amount to be levied and wllectetl for�he resubmi��etl pamel or parcels shall
be basetl on [he me�hotl of appotlionment antl assessmen� ra�e tlescribetl in this Report
as approvetl by [he Ciry Council Therefore, R a single parcel is subtlrvidetl �o mW�iple
parcels, ihe assessmen[ amount applietl to each of Ne new parcels shall be recalculatetl
and apphetl according to the approved method of apporlionment and assessment rale
rather than a proportionate share of ihe onginal assessment.
2021/2022 Benefl�Hssessmen�DlsVic�No.1 Page 14
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sa..rn,�m x�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sonwK.ix�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sonwK.ix�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sonwK.ix�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sonwK.ix�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sonwK.ix�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sa..rn,�m x�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sonwK.ix�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sonwK.ix�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sa..rn,�m x�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sa..rn,�m x�meap
m n:r oi vmm oe.en
u::mem m:�na xo. �
rreum �:yn.aa•amainxon�so.uaeyn..e.sa..rn,�m x�meap
. Xia � �
� cn.m.•imA azze,.`s.i