HomeMy WebLinkAbout27 Res 2021-40 and 2021-41 PBID I
STAFF REPORT
CITY OF PALM DESERT
FINANCE DEPARTMENT
MEETING DATE: June 24, 2021
PREPARED BY: Thomas Metz, Deputy City Treasurer
Randy Chavez, Landscape Supervisor
REQUEST: Approve the Management District Plan for, and order the levy and
collection of assessments within, the President’s Plaza I Property
and Business Improvement District for fiscal year 2021/2022.
______________________________________________________________________
Recommendation
Waive further reading and adopt:
1. Resolution No. 2021-40, approving the Management District Plan for the
President’s Plaza I Property and Business Improvement District for fiscal
year 2021/2022; and
2. Resolution No. 2021-41, ordering the levy and collection of annual
assessments within the President’s Plaza I Property and Improvement
District for fiscal year 2021/2022.
Strategic Plan Objective
Not applicable.
Background Analysis
The President’s Plaza I Property and Business Improvement District (“PBID I”) was
originally formed in fiscal year 1998/1999 for a five-year term. A majority of property
owners subsequently voted to renew PBID I for three additional five-year terms and one
additional two-year term, the current term being from fiscal years 2020/2021 to
2021/2022. PBID I is about to enter into the final year of that term.
PBID I is the large parking lot that is located between Palm Desert Drive South (frontage
road adjacent to Highway 111) in the north; El Paseo Drive in the south; and Portola
Avenue in the east; and San Luis Rey Avenue in the west.
PBID I street boundaries are shown on a satellite map on page 3A of the 2021/2022
Engineer’s Report.
June 24, 2021 — Staff Report
PBID I Public Hearing
Page 2 of 2
The City of Palm Desert ("City") collects annual assessments from PBID I property owners
in order to pay for landscape maintenance, street sweeping, and parking lot lighting within
the common parking lot areas.
The only modification of the PBID I budget will be the allowed three percent (3%) cost-of-
living adjustments that were built into the current finro-year plan that district property
owners approved.
The attached resolutions will approve next fiscal year's Management District Plan and will
allow the City to levy and collect the associated annual assessments within PBID I.
Staff recommends approval of both resolutions.
Fiscal Analvsis
The assessment and collection of the fully levy amount will finance both ongoing
maintenance of PBID I and associated staff costs, relieving the City of any financial
burden.
LEGAL REVIEW
N/A
Robert W. Hargreaves
City Attorney
DEPT. REVIEW
�awE��% �%ou
Janet M. Moore
Director of Finance
FINANCIAL
REVIEW
�cw�,r.�?�1. '�?%ou
Janet M. Moore
Director of Finance
ASSISTANT
CITY MANAGER
.�lndy ,�irestine
Andy Firestine
Assist. City Manager
City Manager L. Todd Hileman: L. Todd +-ti.�evu.aw
ATTACHMENTS: 1. Resolution No. 2021-40
2. Resolution No. 2021-41
3. 2021/2022 Engineer's Report
CITY COUNCIL✓�'!'ION
APPROVED DFNiED
RECEIV,El� OTHER
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MEET NC DATE ��/� � - 4 - �����
AYES: r 1 �1 �
NOES: ��
ABSEN'I: �L��'
ABSTAIN: .L�LL-��-
VERIFIED BY• j�s
Original on File with City Clerk's Oftice
RESOLUTION NO. 2021-40
1 of 3
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, APPROVING AND ADOPTING THE
MANAGEMENT DISTRICT PLAN FOR THE PRESIDENT’S PLAZA I
PROPERTY AND BUSINESS IMPROVEMENTS DISTRICT FOR FISCAL
YEAR 2021/2022
The City Council of the City of Palm Desert, California (hereafter referred to as the "City
Council") does resolve as follows:
WHEREAS, in fiscal year 2020/2021, the City Council conducted proceedings for
the renewal of the President’s Plaza I Business Improvement District (hereafter referred
as the “District”) and the levy of assessments connected therewith, in accordance with the
provisions of the Property and Business Improvement District Law of 1994, part 7 of
division 18 of the Streets and Highways Code of California (hereafter referred to as the
"Act"), and California Constitution article XIII D; and
WHEREAS, on July 9, 2020, the City Council held a full and fair public hearing
regarding the renewal of the District and the establishment of annual assessments and
maximum assessments that are required in order to pay for the maintenance and services
of landscaping, lighting, refuse collection, and all appurtenant facilities and operations
related thereto, for a two-year period beginning July 1, 2020 and ending June 30, 2022, in
accordance with the Act; and
WHEREAS, upon the conclusion of the public hearing of July 9, 2020, the City
Council counted the property owner assessment protect ballots returned and, by
resolution, confirmed that a majority protest did not exist. The City Council, by resolution,
approved the Management District Plan, appointed an Advisory Board for the District,
ordered the renewal of the District, and ordered the levy and collection of the annual
assessments; and
WHEREAS, the City Council appointed the El Paseo Business Association as the
Advisory Board for the District, and this Advisory Board will cause to be prepared an
annual Management District Plan (hereafter referred to as the “Plan”) each fiscal year for
which assessments are to be levied and collected. This Plan will be filed with the city clerk
and will contain any proposed changes to the District boundaries, the improvements and
activities to be provided, the estimated costs and method of assessment, the amount of
any surplus or deficit, and contributions from other sources; and
WHEREAS, the Advisory Board has caused to be prepared a Plan in connection
with the District that describes the proposed improvements, services, expenditures, and
assessments to be levied for fiscal year 2021/2022. This Plan is entitled, “Management
District Plan for the President’s Plaza Property and Business Improvement Assessment
District for Fiscal Year 2021/2022”. This Plan has been filed with the City Clerk of the City
of Palm Desert, and the city clerk has presented it to the City Council; and
Resolution No. 2021-40
2 of 3
WHEREAS, the City Council has carefully examined and reviewed the Plan, as
presented, and is satisfied with each and all of the items and documents, as set forth
therein, and finds that the levy of assessments has been spread in accordance with the
special benefits that will be received from the improvements, operation, maintenance, and
services to be performed, as set forth in the Plan.
NOW, THEREFORE, BE IT 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. Contents of Plan. The Plan, as presented, consists of the following:
A. A description of District boundaries and all properties benefitting
from the improvements and services.
B. A description of improvements and services that the District will
provide.
C. The annual budget (estimates of costs and expenses of services,
operations, and maintenance).
D. A District roll containing the levy of assessments for each
assessor parcel within the District.
Section 3. Approval of Plan. The Plan, as presented, is hereby approved and
ordered to be filed in the Office of the City Clerk as a permanent record
that will be open to public inspection.
Section 4. Certification of Resolution. The city clerk will certify the passage and
adoption of this resolution. The minutes of this meeting will reflect the presentation and final approval of the Plan, and the appointment of the District Advisory Board.
RESOLUTION NO. 2021-40
3 of 3
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, on the 24th day of June 2021, by the following vote, to wit:
AYES
NOES:
ABSENT:
ABSTAIN:
________________________________
KATHLEEN KELLY, MAYOR
CITY OF PALM DESERT, CALIFORNIA
ATTEST:
_____________________________________
M. GLORIA SANCHEZ, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
[This page has intentionally been left blank.]
1 of 3
RESOLUTION NO. 2021-41
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, ORDERING THE LEVY AND COLLECTION OF
ASSESSMENTS FOR THE PRESIDENT'S PLAZA I PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT FOR FISCAL YEAR 2021/2022
The City Council of the City of Palm Desert, California (hereafter referred to as the "City
Council") does resolve as follows:
WHEREAS, on July 9, 2020, the City Council called and duly held a public hearing
and property owner protest ballot proceedings for the President’s Plaza I Property and
Business Improvement Assessment District (hereafter referred to as the “District”),
pursuant to the provisions of Property and Business Improvement District Law of 1994,
part 7 of division 18 of the Streets and Highways Code of California (hereafter referred to
as the “Act”), and California Constitution article XIII D, for the purpose of presenting to
qualified property owners within the District the annual levy of assessments and a
maximum annual assessment over a two-year period, beginning July 1, 2020 and ending
June 30, 2022, for the costs and expenses associated with the maintenance and
operation of landscaping, lighting, refuse collection, and all appurtenant facilities related
thereto; and
WHEREAS, the landowners of record within the District, as of the close of the
public hearing held on July 9, 2020, did cast their ballots and approve a two-year District
renewal and an annual levy of assessment related thereto; and
WHEREAS, the City Council did, by previous resolutions, renew the District for an
additional two years and appoint an Advisory Board, pursuant to the Act. This Advisory
Board will cause to be prepared an annual report on the District for the City Council’s approval; and
WHEREAS, the Advisory Board has held a meeting for reviewing and approving the proposed budget for fiscal year 2021/2022 and has prepared a report regarding the
District for fiscal year 2021/2022. This report is entitled, “Management District Plan for
the President’s Plaza Property and Business Improvement Assessment District for Fiscal
Year 2021/2022” (hereafter referred to as “Plan”). The Plan has been filed with the City Clerk of the City of Palm Desert, and the city clerk has presented it to the City Council;
and
WHEREAS, the City Council has carefully examined and reviewed the Plan, as
presented, and, by previous resolution, did approve it.
Resolution No. 2021-41
2 of 3
NOW, THEREFORE, BE IT 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. Levy of Assessments. The City Council wishes to levy annual
assessments for fiscal year 2021/2022, as outlined and authorized in the
Plan and pursuant to the provisions of the Act.
Section 3. City Council Findings. Based upon its review of the Plan, a copy of which
has been presented to the City Council and filed with the city clerk, the
City Council hereby finds and determines that:
A. The land within the District will receive special benefits from the
operation, maintenance, and servicing of the improvements and
appurtenant facilities within the boundaries of the District.
B. The District includes all of the lands so benefited.
C. The net amount to be assessed upon the lands within the District, in
accordance with the proposed budget for the fiscal year
commencing July 1, 2021 and ending June 30, 2022, is apportioned
by a formula and by a method that fairly distributes the net amount
among all eligible parcels, in proportion to the special benefits that
each parcel receives from the improvements and services.
D. The assessments described in the Plan are consistent with the
assessments that District property owners have approved.
Section 4. Confirmation of Plan and Assessments. The Plan and the assessments,
as presented to the City Council and as presented for filing with the Office
of the City Clerk, are hereby confirmed as filed.
Section 5. Improvements Ordered. The City Council hereby orders the proposed
improvements to be made, and the levy and collection of annual
assessments to pay for those improvements to be presented to the County
Auditor/Controller of Riverside County (hereafter referred to as the
“County”) for fiscal year 2021/2022. The county auditor/controller will
enter on the County Assessment Roll, opposite each parcel of land, the
amount of the levy. The levy will be collected at the same time and in the
same manner as County taxes are collected. After the County collects the
levy, the net amount of the levy will be paid to the Treasurer of the City of
Palm Desert.
RESOLUTION NO. 2021-41
3 of 3
Section 6. Restricted Use of Assessment Money. The city treasurer will deposit all
money representing assessments that the County has collected for the
District, into a District fund. This money will be expended only for the
improvements that the Plan describes.
Section 7. Adoption of District Levy. The adoption of this resolution constitutes the
District levy for the fiscal year commencing July 1, 2021 and ending June
30, 2022.
Section 8. Direction to City Clerk. The city clerk, or his or her assigned
representative, is hereby authorized and directed to file the levy with the
county auditor/controller upon adoption of this resolution.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, on the 24th day of June 2021, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
________________________________
KATHLEEN KELLY, MAYOR
CITY OF PALM DESERT, CALIFORNIA
ATTEST:
_____________________________________
M. GLORIA SANCHEZ, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
[This page has intentionally been left blank.]
IPALMI DFESERT
City of Palm Desert
PresidenYs Plaza Property and
Business Improvement District
MANAGEMENT DISTRICT PLAN
Fiscn� YEnR 2020I2021 To 2021/2022
W WILLDAN
ENGINEER'S REPORT AFFIDAVIT
Ciry of Palm Desert
PresidenY Plazal
Property and Business Improvement District
City of Palm Desert
Riverside County, State of Califarnia
TM1is Report tlescnoes [M1e Drs[nc[ antl tlefines improvemenis, bu�get antl me[�otl
of assessment apportionmen�, anE �Fe parcels to be levietl k� Fiswl Yea�
2021p022 as Ihry existed at Ihe time of Ne Dassa9e of iM1e Resolution ot
Intentlon Reference Is hereby matle to �M1e RiveMtle Counry AssessoYs maps
for a tle[ailed tlescnption of ��e lines and dimensions of parcels wilM1ln I�e
DisVic[ TM1e untlersignetl respectlully submits iFe enclosetl Repotl as Glrected by
iM1e Ciy Counal.
Datetl�M1ls mch tlaVof MaY .2021.
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Assessmen� Engireet
On BeM1alt of Ne Gty of Palm Oesed
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W WILLDAN
TABLE OF CONTENTS
OVERVIE W ............................................................................................ 1
InVoduction 1
Renewal/Forma[ion 2
DescaianoN oF rHe DisrRicl.........._ ...................................._............4
Dislnct 8oundary 4
Impmvemanfs antl Aqlvibes 4
Special Benefits of �he Impmvemen�s and Activi�ies 5
METHOD OF APPORTIONMENT ................................................................ 7
Me�hod of Apportionment Ra�ionale ]
PaMing Lol lmprovemenl9antl Sarvices ]
SOLtl Wes�e (Reluse) Calleclion Services ]
Method of Apportionmen[ W IculaOons 10
Appo�ionmenl o( �rted Cos�s 10
Appotlionmen� af Intiveal Gos�s 12
TohlAnnualAssassmen� 12
Annual Butl9e1 Atll��men�s 13
DESCRIPTION OF BUOGET ITEMS...._..._....._....._..._....._.........._....._.. 14
Direc� Benefi[ Costs 14
Indirecl Bene(it Costs 15
Levy Breakdown 15
Dis�nctStatislics 16
Dis�rict Butlge� 1]
APPENDIX A—ASSESSMENT DIAGRAM.__.__.___.__...__.___.__..._.A-1
APPENDI% B — PARCEL LEW WFORMATION ..... _... _..... _... _ _... _..... _.... B-i
APPENDIX C —ASSESSMENT ROLL ..................................................._C-1
�e1t..0 Fic. � mPem' m,�n..in �i,n.a vnaru
W WILLDAN
Overview
Introduction
The City of Palm Desetl ("Ci�y'] previousty formetl antl establishetl �he Presitlenfs Plaza
Pmpetly and Business Impmvemen� Assessmen[ DisVic� ("Dis[ric[") beginning in Fiscal
Vear 1998/1999 �o provitle improvements and ac�rvilies [ha[ con(er special benefi[s upon
real property withm Ne bountlanes of [he DisV¢L The Dislnctwas establishetl and levietl
pursuant to Pmperly and Business Improvement DisVict Law o( 1994, Part ] of Division
18 of tM1e CaLfornla SVeets and Highways Code (tM1e "Acf'). Pursuant ro ihe Acl, properly
owners withm roe �istrict submlHetl a sgnetl pebfion requeshng formahon of roe �istriot.
Por each term, a maximum assessment was approvetl by �he pmpetly owners through
en essessmen� bellot pmcesding, conduded according ro pmvisions of [he Wlifomie
Cons�iWtion Artmle XIIID ("Proposhon 218") The Ois[nc� was successfully formetl for a
lerm of tive years endmq in Fiscal Vear 20022003. Subsequently, the Dislnct was
renewed for fve-year terms in FScal Year 2003/2004, 2008/2049 antl 2015/2016.
Baglnning 202W2021, roe City renewetl tM1e �istrict for a hvo yaar term as roe cw� of
impmvemen�s afier �wo years canw� be estima�ed at this time. Untler �he pmvisions of
�he Act, Ihe pmpetly owners wi�hin Ihe Distnc� may renew the Dis[rict for a maximum �erm
of [en (10) yeere.
This Management �ishic� Plan hereinafier referretl to as �he "Plan" was presen�etl for
consitlera�ion by�he pmperty owners within the area known and commonly referretl to as
Presitlenfs Plaza, �o seek Iheir support for [he organiza�ion o( a business improvemen[
disVic[ m accortlance with �he provisons of the Pmpetly antl Busmess Improvement
Dislnct Law of 1994, SVeels antl Highways Code Section 36600 et seq., hereinaf[er
referred lo as the "ACL' Thls is the Managemenl Dlstnct Plan reqmred by Section 36622
of the Act, for the proposed formahon antl es�ablishment of the PresidenPs Plaza
Pmperty antl Business Improvement District hereinaker referretl �o as "Dis�ricf' or
'PBID", ro funtl servicas end ac�rvilles �o improve entl convey speclal benefl[s ro
properties loca�etl wi�hm the bountlanes of [he DisVict The Plan was approvetl fora [wo-
year duration and the Disinctwas re-formed This Plan has been updatetl to reflec[ihe
actual proposed assessment for Fiscal Vear 2�21/2022.
This Plan tlescribes �he PBID, impmvemen�s and ac�ivibes. me�hod of apportionmenL �he
proposed assessmen�s for �he current fiscal year, antl the maximum assessment
approved for ihe iwo-year tlurdtion of the re-formed DisUict The proposetl assessmenls
are based on the eshmated cost to provide Ihe improvemenis, achvdies, antl operoLons
�ha� pmvitle a tlirect antl special benef� to pmperties wilhm �he Dislnct The ws�s of
impmvemen�s, ac�ivities, antl operations inclutle all expentliNres, tleficits, surpNses,
revenues,and reserves.
TM1e wora `pmperly," for ihe purposes of this Plaq refers ro real property siWated within
�he oishio�, antl identifietl as an indrvidual pmpaNy or parcel assigned Its own Assassor's
Parcel Number (APN) by �he County of Riversitle Assessor's OHice. The County of
�elt.ee Frv. ��mPem' im��n..in �i.n.a �
W WILLDAN
Riversitle Audi�odCon�mller uses APNs to iden�ify on �he tax mll parcels and pmpetlies
assessed for taxes, special assessmenls, antl fees antl charges
All benef�s denved fmm the assessmen�s outllned m the Plan are for services dlrectly
benefitling the pmpetly antl business owners within this specialized tlistriq antl are
in�endetl ro suppotl antl enhance commerce, business antl the overall safety, image antl
func0onaliry withm �his commeraal core All sernces, pro�ects, main[enance, antl
pmlessional and admimslretion servmes are provitled solely to properties wilhin Ihe PBID
lo enhance the image and nabALLy of properties and businesses withm the Presidenfs
Plaza Pmperty and Business Impmvement �istrict (PBID) boundaries and are designetl
onty Por the dired special benefit of Ihe assessetl pmpetlies. No serviws will be providetl
�o non-assessed parcels ou�sitle the PBID boundaries
Renewal/Formation
A wn[ten pe�ition of [he propetly owners w¢hm Ihe PBID, represenhng more �han 50
percenl of ihe proposed assessmenl to be levied must be submitted to [he Palm Desert
Qty Council In order to proceed with the DisVict renewaVformahon. A%er Ihe reqwretl
signaWres have been submitletl �o Me Ctly, �he City Council may im�iate proceedings for
�he renewal of �he District by atlopting a resoWtion expressing i�s in�en�ion to form �he
PBID and ballo� [he property owners for the pmposed assessmen[s in acmrtlance wi�h
�he pmvisions of �he ConsOW�ion The resoNhon of m[en�ion will referenw �he
Manaqement OisUic[ Plan and the Enqineer's Report (combined herein as one
document), and will provide notice of the time and place of a pubLc heannq on the re-
establlshment (formabon) of the PBID and levy of assessmen�s.
Within 90 tlays of adopting ihe resoW[ion ot intenlion, ihe City Council will hold a pubhc
hearing on the matter antl caused notice to ihe property owners pursuant to Sechon
5495A 6 of the Govemment Code QM1e "Cotle'). Assessmen� ballo�s (property owner
pm�est ballots) will be mailetl �o each pmperty owner a� least 45 tlays prior b �he public
hearingpursuan�totheCalifomiaConstiW[ion Pursuan�[otheCotle,�heCiryCouncilwill
also cause the publica�ion of Ihe resoWOon of mten0on in a newspaper of general
crtculation, mail Ne resolution of in[ention by firs4dass mail to each property owner m ihe
Dislnct and lo each local chamber of commerce and business orgamzation located within
�he Dls�nq.
At [he publm heanng ihe City Council provided ihe pubhc antl property owners an
opportunity ro provide orel protests and wdVen protests prior lo Ihe adoption o( ihe
Management �istrict Plan. Pursuan� �o tM1e Callfomia Cons�iNboq ihe Qty Council
�abulated property owner assessmen� ballo�s received fmm pmpetly owners b tletermine
whe[her a majoriry pm�es� existed I[ was tle�erminetl and tleclared by resoNtion that
ma�ority pmtest tlitl not exist, then the property owners confirmed antl approvetl �he
assessments.
�elt.ee Frv. �mpmry im,�n..in �i.n.a �
W WILLDAN
If the Ciry Council has appointed an owners associa�ion for �he Dis�riq, [his owners
associahon shall make recommentlations to the Ciry Council regarding [he expentliWres
of revenue derrved from the lery of assessmen[s and on [he classRicalion of properlies
as applmable. This owner's assoaation or the Cily slaff can cause to be prepared an
annual repotl each flscal yearforwhicM1 assessmenis are to be levietl antl collected. Saitl
annual repotl shall be filetl with �he City Clerk antl shall contain'. any proposetl changes
�o [he tlisVic� bountlary, �he impmvemen[s antl ac[ivi[ies to be providetl [ha� year, �he
eshmatetl ms�s for �ha� yeaq lhe meNotl of assessment, the amounl of any surplus or
defcil, and conUibulions from other sources The Q[y Counal may approve the report as
submLLted or as modifed.
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❑ate: 20�7
Page 3A
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ViCENITY MAP
Y�r WILLDAN
Description of the District
District Boundary
The Distnc[ consis�s of all parcels low[ed m Ihe commercial busness area known as �he
Presitlenfs Plaza wLLhm �he Qry of Palm Desert, Counry of Rrversitle The Dis�nct
mcludes forty-Iwo (42) assessed commerclal parcels and thrae (3) non-conLguous and
noo-assessed parkmg lot parcels and one (1) non-assessea easemenVwalkway parceL
The bountlary o([he Dis�nc� and �he parcels �herein are loca�etl Sou�h of Palm Desert
Dnve at Highway 111'. Norlh of EI Paseo', West of Portola Avenue, antl Eas� of Larkspur
Lane. Presidenfs Plaza is commonly referred to as PresitlenCs Plaza East (the area east
of San Wis Rey Avenue); antl Presidenfs Plaza West (tM1e area west of San Lws Rey
Avenue) located wi�h'm Me boundanas of �he DishiaL
Improvements and Activities
In an effotl to enhance antl impmve business opPortunities antl �he appearance of �he
area known as �he Presidenfs Plaza, [he Qry provitletl funds for �he renovation antl
cap¢al improvement of [he parkinq lot and landscapetl areas related to this commercial
business center
I� has been tle�erminetl �ha� the pmperties wi�hin [he Dis[ric� antl �he businesses
associa[ed wi�h those pmpetlies recerve speaal antl tlis�inc� benefi[s from �he
improvemen[s antl aclivi0es �o be funtled Ihrough Ihe assessmenls The improvemenls
mclude Ihe necessary achvdies, servmes, operalioq adminisiretion, and maintenance
reqwred to keep the impmvements In sahsfactory condlhon Includmg labor, material, antl
equipment The services may Inolutle bu� are not limitetl to regular maintenanoe, repair,
removal or replacement of all or any part of �he impmvements induding patching of
asphall, slurry seabng, antl striping of�he parking lo�areas, removal of tnmmings, rubbish,
debris and other solid waste, the cleamng, santlblasting, and repamtinq of walls and other
improvemenis to remove or cover gratfli; providm9 tor ihe growth, health and beaury of
landscaping and IigM1ting'mcluding culbvaboq Vimming, spraying, fertillzing or treahng for
disease or tlamage; as well as supplying necessary irriga�ion antl electrical energy The
specific impmvemen�s antl ac[ivi�ies inclutle'.
• Parking lot landscaped areas: mcludmq, but no[ limited to, qround cover,
shmbs, �rees, plan�s, Imgabon and drainage systems and associa�ed
appurtenanHacili�ies,
• Parking lo[ lighting facilities: including, but nol hmiled to, bulbs, fxWres,
poles, wrtinq, and elecNcal energy;
• Debris removal: inclutling, bu� not limited �o'. solid waste con[ainers, refuse
collechon services, antl regular mechanical sweepmg o(�he parking lo�, antl,
• Parking Lo[ Maintenance: mdutlmg, but not Ilmi�etl to, pa�ching of asphap,
slurry sealing and parking lot striping required to pmperty main�ain antl ensure
�he satisfactory contli[ion of �he parking lo[s antl appurtenan� facili[ies
� e .x.ee Fic. � mPem' m��n..in �i.n.a �
W WILLDAN
The costs associa�etl with �he impmvemen[s are equi�abty spread among all benef�ing
parcels wi[hm [he Dis�nc� u�ihzing the me�hotl of appoNonmen� tlescribetl m the Me[hotl
ofApportionment section otihis Plan The totalfunds collecled shall be dispersed antl
used for only the sermces and opereLons provided lo [he DrsUict.
Special Benefits
All assessetl pmpeNies wRhm the Dlstric� receive special bene0tsfmm one or more of �he
impmvements antl activi�ies funtletl thmugh the Distric� assessments. Specifcalty,
ligh�ing and lantlscapmg ameni0es wi�hin [he parking lo�s regular sweeping antl
mamtenance of �he parking lo�s, antl refuse collec�ion servmes antl (actli�ies
The special beneflts of lighfing (parkmg lot Lghts) ara �he oonvenienoe, safaty, antl
security of pmpetly, impmvements, antl goods Specifcally.
1. Enhanced deterrence o( crime and the aid lo police proteclion;
2. Increasetl nightlime safety for pa�rons and employees,
3. Improved visibih[y (or pedeshians antl motonsls,
4. Impmved ingress antl egress to pmperty,
5. Reduced vandalism and other criminal acts and damaqe lo improvements or
property;
fi Enhancetl aes[he�ic appeal of the parkmg areas and �he pmpetlies Iha� are
assoaa[ed wrth �he parking areas;
1. Increasetl pmmobon of business adivibes antl opportunibes dunng nigh�time
hours,anq
8. The special economic enhancement to ihe properties and iheir abihty ro alhact
and sustain business antl commercial aclivity as a resull of the benefis
itlenbfed above.
The benefis assoaatetl with landswpetl islantls antl metlians wRhin the parkinq lots are
specRically
1. Impmvetl aes�he�ic appeal of [he parking areas antl nearby parcels,
2. Improved dusl conVol',
3 Enhancetl atlaptation of the urban emimnmentwi�hin �he naWral envimnmen�;
4. Improved VaHic arcula[ion;
5. A positive represen�a[ion of [he businesses wi�hin [he Distric�;
6. Cen[ralized loca[ions for refuse collecllon famlities; and,
1. Thespecialeconomicenhancementto�hepropertiesantl�heirabilityroa�Vact
antl sus�ain busness antl commercial acliviry as a resWl of the benef�s
itlenefietl above
�elt.ee Frv. ��mPem' im��n..in �i.n.a �
W WILLDAN
Debns removal (parking lo� sweeping) antl refuse collec�ion are essen0al antl necessary
ac[rvilies for all properlies—par[icularty commercial properties These acW¢ies antl
sermces are approved ro be funded thmugh the assessments solely for [he speaal benefit
of pmperlies wi�hm me �istrict The benefits associated weh these services are:
L Enhancetl aes�he�ic appeal of the parking areas antl Ihe properties tha[ are
assoaated with �he parking areas.
2. Impmved dus� con�rol',
3. A posLLrve represen�a[ion of [he businesses withm [he DisUict, and
4. A cen�ralizetl loca�ion of refuse collection facili�ies antl availability of�he service
�hat woultl o�herwise require individual facili�ies �ha� coultl be ws[ pmhibi�ive antl
physiwllyrestricOve.
Parking b� maintenance is an essen�ial antl necessary activityforall properties, and in
patlicular, for commercial pmpetlies This impmvemen� is fundetl [hmugh �he
assessmenls solely for [he special benefi[ of pmpeNes within �he Dis�nct The benefts
assoaated wrth [his service are
t Increasetl safety to au�omobile, tmck antl petlestrian �reffio within tha paBing
areas antl �o the properties �ha� are associa[etl wi�h [he paBing areas;
2. Improved IreHic arcula[ion within the parkmq areas',
3 Enhancetl aes�he�ic appeal of the parking areas antl �he properties that are
associa[ed wrth �he parking areas,
4. Impmved dust mn�ml�,
5 Thespecialeconomicenhancementlo[hepropertiesantl�heirabibrytoatVac�antl
suslain business and commeraal acWity as a resWt ot ihe benefits ideniRied
above.
The on-going operahon antl main�enance of �he lantlscaping, ligh�ing, sweeping antl
refuse collec0on serv¢es, antl parking lo[ areas provide no measurable general benefit
to other properties outside the boundaries of ihe Disind, or to ihe pubLc at large.
TM1erefore, iM1ese improvemenis and Ne mrrespondmq assessmenis have been idenLflea
as providing 100% special benefi� �o parcels withm �he Dls�nq.
�elt.ee Frv. �mpmry im,�n..in �i.n.a �
Y�r WILLDAN
Method of Apportionment
Method of Apportionment Rationale
The ms�s of [he Distric[ impmvemen�s have each been appotlioned by a formula antl
method wMch fairly tlisVibu[es �he ne� amoun[ to be assessed among all assessetl
parcels in proportion to Ihe estimatetl special benefits lo be received by each parcel Gom
the Improvements-
Parking Lof Improvemen[s and Services
Assessetl parcels wi�hin Presidenfs Plaza are adlacen��o cen�ralrzed parking faciL�ies
Qots) �ha� pmvide access, parking, and delivery areas for the businesses and parcels
wi�hin [he OisVicL Each parcel derrves special benefi[ from �he parking lo� impmvemen�s
antl �he services antl actrvi�ies necessary [o main[am [he parking lot The improvemen�s
antl ac[rvilies mclude mamtenance of severdl landscapetl islands and metlians,
mainlenance and operahon of Ilqhtinq faciLties, parkm9lot maintenance, ana sweepmg
services. Each assessetl parcel wi�hm �he Distnct receives a dlrect antl special benefit
from �hese improvemen�s and will share pmportionatety in the cost of main�aining �he
parkmg lo�s The parking erees consls5 of �he Nree percels [ha[ are en�lraty perking lo[
area and portions of many of �he assessed parcels withm the Dishm� The three parcels
Ihat are entirely parkinq lot area parcels (69-212016; 62]-221-011; and 62]-222�43),
and one easemenVwalkway parcel (62]-222042) receive no special beneflt from ihe
impmvements antl will no� be assessetl.
In tletermmmg the methotl of apportionmen� for Nese improvemen[s, each parcel's
benelit is based on Ihe parkinq area ad�acent lo, and associa[etl with, each parcel.
Tnerefore, it nas been determined that a fart and reasonable reflechon o( each parcefs
beneflt for �he parking lo� impmvamanis shall be basad on the appmxima�e fmnl footage
adjacentto the parking areas. Most parcels wi�hin �he Distric� fmnt�he parking lots on
only one sitle To ensure a reasonable and eqm�able apportionmen� of special benef�.
parcels �hatfron[ [he perking lo[ on more Nen one eide (corner propar0es), ere ony
assessed (or [hetr Gon[ lootage along Ihe sida of thelr properly ad�acent ro the parklnq
lot.
Solitl Was[e (Refuse) Collec[ion Services
EstablisM1ing separate refuse recep�aclesfor each parwl or business within PresitlenPs
Plaza, antl �hereby allowing for separate charges antl agreemen�s for �his service, is not
pracbwl due �o limi�etl space antl accessbility Therefore, several common refuse
con�amers have been placetl w¢hm the parking lo� area for use by all the proper0es antl
businesses, and palrons of [hese businesses, withm ihe DisVicL Hislor¢ally, all
developed pmperlies wRM1m Presdenfs Plaza have sM1ared proporhonalely m ihe cosis
associatad wi�h refuse colleqlon based on �he budding square footage ofthe stmcWres
on each parcel.
In determininq ihe method of apportionment for refuse collection services, ihe possibtlily
of factonng in business lypes as well as bmlding square foota9e was consiaered.
However, the mclusion of business �ypes In �he calcula�ion of an annual assessment
�e.x.ee Frv. � mpmry m,�n..in �i.n.a �
W WILLDAN
poses several pmblems Firs[ many of�he parcels assessetl inclutle mul�iple business
types, which coultl reqwre a complex calcula0on [o itlenOfy po�en�ial use of Ihe service.
Second, businesses of[en change from year to year or even month to month, making
specdic busness-related assessmenls drf(icult to Vack and hme-consummq and
expensive�o adminis�er. Thnd, establlshing a method ofapportionmenithatis business-
specificra�her�han parcel-specificwoultl liketyresultln annualcM1angesforeach parcel's
assessment even if the cos� of �he service was unchanged Finally, �he level of service
(number of pick-ups antl receptacles) has changetl very b[tle over �he las� several years.
Alihough many o! the businesses and busness types have changed within ihe Disinct,
Ihetotal costofprovidingihis service has remained faidy cons[ant.
In contrast to �he �o�al cos�,i[is no� reasonable to assume �hat all tleveloped parcels
uttlrze or reqmre [he same level of refuse sernce—rypiwlty the larger the bmltling, �he
greater amoun[ of refuse that is generated. Therefore, LL has been tleterminetl ihal a fair
and reasonable eslimate o( each parceYs benefit for refuse collection is ihe bmldinq
square loo�age determined for each parcel.
As no[etl previously.. tlue �o lim¢etl space antl accessibAiry, i[ is no� prac�iwl for each
parcel or business within PresidenCs Plaza to have separate containers or agreemenls
with the waste hauler However, LL is recoqmred [hat the baseline level o( service Q e.
umber of bins, size of the bins antl frequency of service) estabbshed for �he �istrict may
not be atlequa�e or appropria�ety refled IDe neetls of changing business within �he
Dis�rict Therefore,[he following consitlera�ions antl cri�eria shall be followetl when �he
level of sernce provitletl requires motlifw0ons
1. I([he level of service le retluceQ �he mcremen�el ms[ savmgs Qf any) will be reviewetl
antl apphed as lollows
a. Reserve Fund Acwun�— The City s�aff and�he owners'association will evalua�e
�he exis�ing available Reserve Funtls to ensure an accep�able amount of money is
being re[ainetl for normal annual opera�ion o(�he Dis�ncl Based on �his evaluabon.
�he owners' assoaation will modrfy the annual plan Qecommendation �o �he Ciry
Council) to apply all or a portion oi the cosl savings to ihe Reserve AccounL A fully
fundetl Reserve Is an amount eQual to approximatety one half of all annual operahng
expenses. However, most operating reserves are typicalty less �han 50%, bu� greater
�han 25% of all annual opera�ing expenses.
b. Reduced Assessments—Af[er reviewmg Ihe Reserve Account, any cosl samnqs
not applled to tM1e Reserve AccouN (Resene Fund Collechon) will be passed on to
each parcelwi�h'm the Districtby reducing�hen annualassessmentfor�he nextflscal
year. in proportion �o their es�imatetl benefi� (fmm the methotl of appotlionmen�).
2. If tha lavel of servlca Is InoraesaQ the Inoremen�el wst lnorease (if any) wlll be
reviewed antl applied as follows'.
a. Increased sermce DStncbwitle— When tM1e wrrent Dislnct was renewetllformed,
an assessmenl range formula was appmved This formula pmvidetl for an�icipa�etl
cos� of living increases, bN also allowetl some flexibili�y for increasetl cos�s due �o
� e 1t.ee Fic. � mPem' m��n..in i,n.a _
W WILLDAN
increasetl levels of service If an increasetl level of service is required Por the en�ire
Dislr¢t, �he increase is reflec�etl m the annual budge� This budge� increase will
lypically cause a proportional increase of the annual assessmenL I! the mcreasetl cost
resulls m an assessmeN rate that exceeds ihe maximum assessment allowed, then
reserve funds will be used �o reduce the annual assessmen� to �he maximum
assessmen� alloweQ It the reserve fontl is not suHicient b wver �he ws� increase,
�he Ciry Council may pmvitle a �emporary loan to the Dis[ric� or conduc� a pmpetly
owner ballot proceeding (or an assessment mcrease.
b. Increased service for one parcel — When tM1e curreM DS�nct was renewed/formed,
a baseline assessment ra�e and level of service was establishetl for all pmpeNies
wi�hin �he Dis[rict As businesses wi[hin �he Distric[ change or continue �o grow, these
businesses may genera[e a need for an mcreasetl level of serv¢e, bu� i� is no� fair or
eqmtable lo spread the ms� o! Ihis increased sermce to other properties wi[hm �he
DisVict Therefore. rfa business reqwres an mcreased level of sermce, Ihat particular
busness owner or ihe owner of �he pmperty on which the business Is located, must
pay 0e resul[ing cost Increase as a surcM1arge. Ei[her the Clry or �he property owner
may ini�ia�e �he need for an increasetl service level The Ciry Council shall make �he
final tle[ermmation as [o �he appropna�e mechanism by which �he increasetl level of
service will be provitled. The mcreased level of servme may be accomphshetl by.
• Increasing �he number of pick-ups on �he specific bin(s) usetl by the property or
business
• Increasinq the size of the specRic bm(s) used by the property or business if space
permi�s.
• Provitling separa�e bm(s�for�he property or business if space antl accessibility
permi�s
• Any combination of the above
The costs associated wi�h Me mcreased level of service shall be ihe obliga�ion of �he
business and/or pmpetly owner which is providetl wi�h the atldi�ional service Payment
for �he increasetl level o( service shall be reviewetl by Ciry s�aR or [he owner's associahon.
which will make a recommenda0on �o �he City Counctl for approval The atldilional cost
of providing Ihe mcreased level ot service may be atlded to Ihe annual assessment for
ihe property as a surcharge (in adddion to theirannual assessmenl), upon writlen peLhon
of �he pmpetly owner antl appmval by the Qty Council (TMs may reqwre a signetl
agreemen� be�ween the pmperty owner antl �he City of Palm Desetl). However, before
any acbon is taken �o add a surcharge �o �he pmpetly �ax mll as parl of Ihe pmpetly's
annual assessment, the property ownerPousmess shall work with Qry s[aR antl �he
owner's association to establish the necessary level o( atlditional service and arranqe for
direct payment for the service to ihe waste hauler or the Qty d at all possible.
�elt.ee Frv. �mpmry im,�n..in �i.n.a �
W WILLDAN
Method of Apportionment Calculations
The apportionment of benefit wi[hm the Disincl uLlizes a weiqhting tactor known as an
Equlvalent Benefl Umt (EBU)- Each parcel's EBU represents a percentage of tM1e rotal
EBU applled for �he en�ire Dislnct Depentling on �he impmvemen� or acbvity pmmtled,
�he EBU assignetl to each parcel is basetl on ei�her the parcefs tlevelopment
(appmximate bwltling square foo[age) or [he parcefs area of impmvemen� ((mnt footage
�o Ihe parking lo�s) The mst of refuse collec�ion services is appotlioned basetl on each
parcefs approximate butldinq square lootage AIl other impmvemenis antl sermces
fundetl ihrougM1 tM1e Disincl are assoaated with Ne parking lols. TM1e total mst of ihe
parking lol impmvemen�s and services Is appoNionetl to each parwl basetl on �hev fmnt
footage to �he parking b�s
The sum of each parcefs pmporlionate share o! refuse cosis antl parking lo[ msts
represenis the parcel's Total Direct CosL In addition to a parcel's Total Dlrect Cost, each
parcel is assessetl for adminis�ration expenses and a reserve funtl wllecbon (Indlrect
Costs). The Indirect Cos�s for each parcel have been appotlioned by a percentage of �he
parcefs Duec� Cos[s, no� �o exceetl (fteen percen[ (15 %) There(ore, eech parcefs To[el
Annual Assessmen[is the sum ofi�s propor0ona[e share of the To[al Dvec[ Cost antl
Total Indirect Cosis Alihough each parcefs proporlional benefl and assessment for each
improvement is calculaled indrvidually, eacM1 parcefs maximum assessment is based on
�he parcefs wmbined assessmen� for all costs and services. The ra�e applied �o any one
impmvemen� or service may exceed the maximum ra�e originally es�ablisheQ pmvidetl
�he parcefs combined assessment does not exceetl Ihe combmetl maximum assessment
es[ablished for the pmperly (exduding changes in lantl use or tlevelopment)
The County requires �hat all annual assessments levied and submitled Por colleclion on
�ax bills be muntletl �o �he neares� even penny, �hus allowing the total assessmen� to be
spli� in�o hvo ins�allmen�s In ortler to comply wi[h �he CounTy's requiremen�s, �he
calcule�lon of eech essessment componen� Q e, refuse coets, perking lo[ costs antl
indirect costs) is rountled to ihe nearest even penny antl [hen added together for ihe
parcel's Total Annual Assessment
The following tlescribes �he general me�hod usetl �o arrive a� each parcefs maximum
assessment Por informa0on on �he maximum and proposed assessment (or Fiswl Year
202ll2022, see [he DisVic[ Bud9e1
Apportionment ofDirecf Costs
Refuse Collection Assessment
The To�al Refuse Cos� estima�etl for refuse services is basetl on the CiTy's con�rac� wi�h
a wasle hauler (or servme ro Presitlenfs Plaza This To�al Refuse Cos� tlrvitletl by �he
eshmaled Total Bmltlmg Square Foo�age es[ablishes a Rate per buAtling square (oo�.
This Rate is mWtiplietl by each parcel's estima[etl bmltlinq square foolage to calculale ihe
parcel's proportionate share of ihe refuse service cost.
�elt.ee Frv. �mPem' im��n..in �i.n.a � .i
Y�r WILLDAN
io[al Refuse Cost/ Tota/ Builtling Square Footage = Rate per Builtling Square
Foot
Rafe s Parcel Building Square Foofage = Refuse Assessmenf
Note Por OurO�es of aelouleting IM1e reNse essessment, Ne bullding squere lootege for eeaM1 perael M1es
oaen rounaea m me neeresi nwarea sauere iea� aererm nooenax��a�� mr ouna�ne sauere ioo�eee eopiiea
Table 1/� ovitles Ihe Refure Cnlleclinn Maximum Ra�es for Fiscal Vear 20202021
Ihrouah Fiscal Vear 202 V2�22.
Table 1: Refuse Collection Maximum Rates
FlscelYee�2020/P021 $05815
FiscalTea�20Y1/P023 $05990
There are curren�ly forty-Wo (42) developetl commercial properties withm the OisVic[ thet
are assessed for refuse colledion services based on approximate building square
fooWge. (Refer to the Assessment Roll for indrvidual parcel Refuse assessmenis).
Parking Lot Assessment
The To[al Lo� Cos[ es�imated (or parking bt impmvemen�s antl services (main�enance) is
based on the es�imated annual cos�s to main�am [he lantlscaping. ligh�ing, and parking
lol improvemenls, as well as provide mechamcal sweeping of Ihe parking lot, within
President's Plaza. Thls Total Lot Cost tlrvitled by the apphed parking lot Total Front
Poo�age, es�ablishes a Ra�e per fmnl fool This Rale is multiplietl by each parcel's applietl
fron� footage to calcula�e the parceYs proportionate share of the parking lot main�enance
ms�s
Total Lot Cost/ Tota/ Front Foofage = Fa[e per Fron[ Foot
Ra[e per Fron[ Foof x Parcel Fronf Foofage = Parking Lof Assessment
Nole For purposes of oelmlefinB �M1e Oarkln9lot essessment. eeM Oemefs Ironl foolege Is besetl on IM1e
percel'sfoolegerountletlblM1eneereslfrvefeel Refer�oAppentlix'B'Iorhonlloolegeep0�etl
� e�x.ee Fm vm�oM . m�vm�� �i.-�d v�g� i i
W WILLDAN
Table 2 a�vitles �M1e Parkino Lo� assessmen� rates fnr Fiscal Vear 2020/2021 thmuah
F�«�i ✓ mzvznzz
Table i Parkinq Lot Maximum Rates
Fiscaivear30]012@1 $i55020
FscalYea�30P'I/2032 $159fi]1
AIl parcels within ihe Dlstnct receive tluect antl special benefits from the parking bt
impmvemen[s antl services Each of these parcels Is assessetl pmpotlionatety basetl on
�heir fmn� footage atljacen� �o [he parking lot.
Apportionment of Indirect Costs
To ensure Ihe impmvemen[s. ac�ivities, antl services pmvidetl antl funtletl thmugh �he
Dislrict are mnhnueQ each parcel will be assessetl (or M1s propoNonal share of
edmmieVa�ive and reserve cos�s Qndirect Coete) Thesa Indlrec[ Cosis Include all
expenses related to Ihe edminisVation of [he �isVict es well as the collecllon of money
towartl a Reserve Fund. The annual assessment (or Intlirect Costs has been establisM1etl
at �ikeen percent (15 %) of the To[al Direc� Costs assessetl to each parcel.
The sum of each parcefs pmpotlionate share of refuse cos�s antl parking lo[ msts
represenis the parcel's Direc[ Cost Thie Direct Cos[ mul[iplietl by fif[een percent (15%J
represenis each parceYs proportiona[e share of ihe Indirect Cosis
PamePs Tofal Direcf Cos[ X 15% = Intlirect Assessmenf
Teble 3provides tM1e OislneCs Intiveal Cosl emoun�s �or Fscal Vear 2020/2021 t�mua� Fscal
Vear20'11/2022
Table 3: To[al Maximum Indirec[ Costs
FiscalYear30002@1 $3388500
FiscalYearl031@@3 $30901 55
Tota/ Annual Assessment
Each parcefs To�al Annual Assessmen[ is the sum of their proportiona�e share of �he
Direct Costs and Indirect Cosis The precedmq descrip[ion of ihe methotl o!
apportionmenl outhnes the estimated cost and rates apphed (or ihe DisVict and ihe
maximum amom� pm�ected. TM1e maximum projec�ed amoun�s were de�ermined by
�e1Ce2 4rt. �'mpeTy .Impmwneni�isnd vnge¢
W WILLDAN
apptying an annual in�ationary fac[or of �hree percen[ (3% ) over �he �wo-year tlura[ion of
�he Dis�nct basetl on [he firsFyear assessmen�s
Annual Butlget Atljustments
Por the �wo years o� the �erm of �he P61� renewal, annual assessmen�s may be atljus�etl
by �he PresitlenCs Plaza PBID owners' associa�ion up to �hree percen� (3 %) per year
Actual ennuel etl�ustments mey range from zem percenl (0%) lo three percent (3%).
Ad�us[men5 may dRfer Gom year to year dependmg on Ihe service neetls itlentifed by
Ihe owners' association or City ste(C In any evenl. essessments wtll not exceed ihe
maximum assessmen�s Illustra�etl by �he Dlsincl Butlget (Table 4).
Any annual butlge� surpNs or defal will be accruetl inlo �he followmg year s PBID butlge�.
Assessmenls will be set acmrdingly, withm ihe consUainls of [he annual atl�ustment, to
ad�ust (or surpluses or de(iats that are carned forward.
�mzvwas aresm��sviAreampeMa�aa�s�assimpiw��mois�d vaveia
Y�r WILLDAN
Description of Budget Items
Direct Benefit Costs
Lantlscape Mainfenanre Confract — Inclutles all regulary scheduletl labor.
material (e g pipe, fetlibzer, insectiatles), and eqmpmen[ reqwretl �o pmpery
mamlain and ensure the satisfactory condition o! all landscapinq, vrigation and
drainaqe syslems, antl appurtenant facihties. All landscapmg improvemenls wilhin
ihe �ishict are conUactetl tor malntenance antl servwe on a regular basis- The
frequency antl speci(ic maintenance operations requiretl within �he �istrict is
determmed by Ciry s�aff, bu� is generally scheduletl weekly
Lantlscape Wafer— lltihty cost ro furnish water requved for landscape irrigahon.
Lantlscape Elecfric — Ubhty cos� for fumishing of elec�nary reqmretl (or �he
operehon of �he irrigahon sys�ems and ornamen�al bghting
Lantlscape Fepairs — Thls i�em mcludes repans Nat are not normally mcludetl
in the yeatly maintenance contract costs. This may inclutle repair of tlamagetl
ameni0es tlue ro vantlabsm and storms. Planned upgratles may also be mclutled
These upgrades may inclutle, but are no[ hmiled to, replaang plan� ma�erials or
renovation of rtri9alion systems.
Lighfing — The fumishing of elec�ricity reQuired for �he operation antl
mem�enance of tha Ilgh�mg fecillbes (perking lot lighhng, Inclutling but no� Ilmi�etl
�o, bulbe,�xWres, poles, wiring, end elecVical enargy). The Ciry conVac�e for�he
turnishing o! its elecVicity for lighting, wh¢h mcludes normal maintenance antl bulb
replacemenL Thls cost does not mclude reparts or replacement of aamagea
facillbes due to vantlalism, accitlents or s�orms.
Sweeping Servires — Weekly deanmg of �he parking lots and guVers using a
conVacted, mechamretl service.
Parking Lof Main[enance— Includes all regulatly scheduletl labor, material, antl
equipmen� (or pa�ching of asphal�, slurry sealing, antl parkmg lo� shiping reqwretl
�o properly main�am antl ensure �he sa�isfac�ory contli�ion of the parking lo�s antl
appurtenant factlilies. The Gequency and speafc mamtenance operdtions
reqwred withm the Disincl is determined by Qty staH, bul slurry seallnq antl
parking lo� striping are generally schetluled annually, while patching of asphap is
performetl on an as-neetled basis. Parking lot maintenance for sWrry sealing antl
parkmg lo� s�nping wi[hin �he Dis�nc� is con[racted for service on a regular basis.
while patching of asphalt may be pertormed by Qry s[aff or conVac�etl for service
as needetl.
Solitl Wasfe Removal5ervices — The fumishing of bins antl bi-weekly collection
of sobtl was[e. The Qry contrac�s wi[h a was[e hauler for this service Ony
tlevelopetl proper0es (w¢h e stmcWre) recerve speciel bene�t Gom �hie servlce
antl are assessed !or this service.
�elt.ee Frv. ��mPem' im��n..in �i.n.a ✓a9c.
W WILLDAN
Indirect Benefit Costs
Disfricf Atlminisfration — The cost to all departments and sta(f of the City, for
promdin9 the coordination of DStnct services, opereLons and maintenance of ihe
Dis�nct response to public wncems and educabon, and pmcedures associa�etl
wi�h �he levy antl collec�ion of assessments. This cost also inclutles contrac�ing
wi�h pmfessionals ro pmvitle addi0onal atlmims�rabve. legal, or engineering
services speafc �o [he Oistnc[.
County AtlminisVafion Fee—This is lhe acWal cost �o �he Dis�ncl Por �he County
�o colled Distric� assessments on �he pmpetly tax bills This charge is basetl on a
flat ra�e per fund number
County Per Parcel Fee — This Is tM1e cost lo ihe Disinct for ihe County to collect
assessments on �he pmpetly Wx bllls. This charge is on a per assessmen� basis,
at $035 per assessmen�, antl is in atldi�ion to �he County Administra�ion Fee.
Miscellaneous Expenses — This is a fund tor additional cosls related to DisVict
administraeon mcludmq reqwred formaeoq documentanon, recordaeoq and legal
fees.
Reserve Funtl Collecfion — The Reserve Fund provides (or collection of funds
to operate ihe Dishlct trom ihe Lme period of July 1(beqlmm�g ot the Fiscal VearJ
ihrougM1 January wM1en ihe County promdes ihe Qty wRM1 the flrst msWllment of
assessments collectetl from tha property tax bills The Reserve Funtl ehmina�es
�he neetl for �he City �o �ransfer funds fmm non-0istrict accounts to pay for Dis�rict
charges during Ihe (rs� half o( [he fiscal year The Reserve Pontl may also be usetl
�o oRset any unforeseen msts such as repairs,legalfees, revenue tlefiats. or
mcreased costs tlue ro inflation or conVaclual a9reements that are qrealer ihan
on9mally planned.
Levy Breakdown
Total Dishict Costs — This Is �he sum total of all budge�etl Direc� and Indlrect
cos�s
Anficipafed DeficiUSurplus — This item may mclutle an[icipated cosis o! ihe
Disinct tM1at exceed Ihe amount to be collecled. This ilem also reflects beqmmng
balance tleficits. W hen �he acWal ws� and expendiWres for ihe Dis�nq are greater
�han the amount butlgetetl and collected in �he prior fiscal year, the Distric� has a
Beglmm�g Balance Deflclt This de�cil may be [he resul� of unforeseen antl
exhaortlinary msts incurreQ or assessmen[s acWaly collected being less [han
anticipated When a tleficit occurs, Ihe deficitamoun[ may be added to the amount
to be collected IhrougM1 tM1e levy for tM1e current fscal year or recovered ihrough use
of ine Reserve Pontl.
When �he acWal cos�s antl expentliWres for [he Dis�nct are less than �he amount
butlqeted antl collected in ihe prior fiscal yeaq the Disinct has a Beqimm�g Balance
<<1t..0 Frv. mPem/ i �n �i.n.a . ..
W WILLDAN
Surplus When a surplus occurs, �he amount may be usetl to retluce assessmen�s
for the following year or may be atltled to �he Reserve Pontl.
Other Revenue Sources — TM1Is Ilem may mdude addltional funds designated for
use by �he DisMct �ha� are w� fmm �istric� assessments These funds are atldetl
�o �he Distric[ accoun� antl may be atltletl to the Reserve Funtl or usetl �o retluce
assessments, and may be from eilher non-Dislrictor Dis[ric� sources inclutling Qry
General Funtl ConVibutions or mterest eamings on ihe Reserve Fund.
Balance ro Levy—This is the �otal amount �o be levied and colleded through
assessments for �he curren[ fiscal year The Balance �o Levy represen�s �he sum
of To�al Oirecl Costs, Indirect Costs, Revenue Defici[s, O�her Revenue Sources,
Revenue Surpluses, and Coninbution Replenishments.
District Statistics
Tofal Number o/Parcels — The lotal number of parcels withm the Distnct.
Tofal Parcels Levietl —The to�al number of parcels wi�hin �he Dishic� �ha� will be
assessed Non-assessetl lo�s or parcels include easemen�s, common areas. antl
parcels within the bountlaries of ihe DisUict ihat currently do not benefit lrom ihe
improvements.
Tofal Builtling Square Foofage — This is [he sum rolal of �he bmlding square
footage applietl [o parcels wLLhm �he Dis�nc�
Total Parking Lot Ront Pootage (parking IoQ — This is �he sum total of �he
parking bt fmnt foo�age apPlied �o parcels wi�hin the Dis�rict.
Lery Rafe per Builtlinq Square Foof — This amount represents Ihe Rate beinq
applied to each parcel's Indlvidual buJdinq square footage (calculation of each
parcel's pmpoNiona�e share of refuse wllecbon costs). The Levy Ra�e per Square
Poo� is the resul� of tlivitling �he es�imated total refuse cost for that year by the sum
of �he Distric[ s To�al Building Square Pootage The ra�e is calcula�etl to four
tleamal places.
Levy Rafe per Fronf Foof— This amowt represents �he Ra�e being applied �o
each parcefs intlivitlual parking lot fmnt foo�age (calculation of �he parcel's
pmpotlionate share of parking lo� main�enance cos�s) The Levy Ra�e per Fmnt
Foo� is �he resul[ of tlivitling [he eslima[etl total parking lo� costs for �hal year by
Ihe sum of [he DisUicfs To[al Parking Lo[ Front Footage The rate is calculated to
tourdecimalplaces
Levy Rafe Por lntlirecf Cosfs —This amoun[ represen�s �he percen�age applietl
�o each parcefs Direc[ Cos�s �o tletermine �he parcel's pmpotlionale share of �he
amount to be assessetl for admmisVaWe expenses and Reserve Funtl Collection.
A maximum rete of ffteen percenl (15 0) has been established. It is anlicipated
�ha� the maximum amoun� will be mllec�etl each year in ortler to establish antl
main�ain a reasonable Reserve Funtl.
�elt.ee Frv. ��mPem' im��n..in �i.n.a ✓3c.o
W WILLDAN
District Budget
The Distdct Butlqet shown on ihe following page (Table A) lists the es[imated cosis
of proviaing ihe vanous improvemenis and services. TM1e msts and Ne resWhng
ra�e for each Flscal Vear is based on �he eslimatetl ws�s to pmvide �he
impmvemen�s antl services that year The pmjec�etl annual costs anticipa�ed over
�he two-year durebon of the Dis[tic� essessments heve been celcule�etl based on
en annual In�a�onary factor of �hree percen[ (3%) fmm �he flret flecel year.
Howeveq this inflation factor does no[ mean the assessments will mcrease
annually by three percent (3%). The owners' associahon appointed by the City
Council, will annually review the Dls�nc� ws�s and make recommentla�ions for any
changes or atljustments to the butlget Changes �o �he butlget, coultl resW� in
changes ro �he annual assessmen[, bu� �he resul�mg total assessment may not
exwetl [he maximum rates es�abhshed m the onginal Engineer's Reporl wi�hout
tirst oblaminq property owner approval ihrouqh assessment ballots. For Fiscal
Vear 2�21/2022, ihe Proposed Assessment is slightly less ihan ihe Maximum
Assessmen� as Illustra�etl by �he Dls�nc� Butlget (Table 4).
�elt.ee Frv. ��mPem' im��n..in �i.n.a ✓ngc'.
W WILLDAN
Table 4: Two Year Butl et
m.�ree�en�c��
�,�as��ceM=���a�a�=e�ms s.�soAo s s,aonoo s s.is000
�a�a�ceuumes xo,wono �s,aoaoo �s,as000
�a�as��ceaev=�« �o,00000 �a,s0000 ia,sasoo
Miscellanews - - -
LigM1ling 5,15000 54000� 515�Ip
Sweepng5ervices 556200 54000� 5552W
PahingLo�Mmn�aiance 1339000 1]00000 I]19000
Servlce5ubm�el(BasMonpaMingb�lmmga� 5 59,d5300 5 5I,90000 5 59,63]00
SoliaWazleRemoval5erv¢az 5 ]]6f000 5 16AOOOlb 5 i]Of000
ServiceSub�olal�BasetlonbuilJingsquarelm0ge) 5 R],Od000 3 168,40000 5 V],O<000
iolal�i�eqBene�itCosls 5 3]i,H300 3 115,90000 5 PR,6]]00
IndirecfCosls
o..m��aem�mm�w� s ie�snaso s ie.ie3n s ie,u3aso
CwnfyAtlmini5�ationFee RW29 198]4 iW29
CCunlyPe�PamlFee 19TJ 1915 19]3
MvmllanwusEryansee ]9A558 ] &94� ]4050B
Atlministre�rve5ubb�el $ d].R930 $ d259000 5 l].d6]]0
ReserveFmtlCdlev9m�5%) 6 [I y I1 6
iolullntlirttlCos���� 5 ld�Bd]80 $ ]188500 5 1d.90155
Lew6reaAMwn
io�al�iretlantllntiveclCmisS 26],0580 $ 259185W 5 M]5]855
AMioipa�etl�e(¢i�or5urylux . . .
qM1¢rRer¢nue 9ourtes
BabnceloLery 5 ]6],U580 4 ]53,i8500 5 36I,9855
%ircrease 283°h 300%
�ist et5d
TNalyecels d600 <600 <600
TaaiPa�sro�e+y amo azoo azoo
Tot3lBwltlingSQuareFoolage 28850000 I88900W 288990W
TdalFmn�PmL�ge(PadingLn�) 3]35 3]35 3,135
RHuseCdletlionRaRperBuptling94uareFoN�" 5 �5�0 8 05815 S 0599D
%m
lsryRalaperFmn�Fw� 5 158510 $ 1554ll1 5 159611
%mc
LeryRale(wA4min/Rescnea'�' 150]% 15C0% 1500%
RsservePondBalan�e
PreviwsBalance5 Pd�89]15 $ 1b3.60215 5 Pd.8W15
@tlmiRaEnangBalaze S 186�511]5 $ Pd.09]15 5 10653100
'ID2V'2P2'2 Pmsitlm(sPlnmVmpeTyw4Bucmecclmpioremonl�isM Pogc18
W WILLDAN
Appendix A — Assessment Diagram
The Assessment Dlagram for �he Distriq Is shown m reduced forma� on �he
following page antl is inclusive of all parcels itlen�ifietl on the Coun�y of Riversitle
Assessor's Parcel Maps as Book 62], Pages 212, 221 antl 222 The Assessment
Diagram will be kep[ on fle with �he Ciry Clerk of the Qry o( Palm Desetl
�G�aC2e V � Vi s.li-Pmv. _i��eNi.. Vn9e�'
W WILLDAN
MFP OF PFOPOSED BOUNONFIES
PRESI�ENT'S PLRZA
PROPERTTANOBUSINESSIMPROVEMENTOISRICT „/���
n.nn� nwr.n �
5 g
� / i J � �
�� J� I �� 1 l� �� 1
� ' //�/ � � ��p' �� Y i
_� � � -� r.l��� � � � ��/�y � � I I ��� T I � � 8 .
•<<wsEa ., r.���F� e��.seo �
— €
1�.�,-„��.�«�, o�, � ° �, ��,n�
�, I� � ��i
� �. �J �A�; w�'
Le9end � � , !� fA . e' � �i
ff. wYJ
� DiAnc Bountlary I i - W ��
I/16P3}06 3e S�3IIW5 %IW�IIIOL I I N/W�����
�mzvxaa a�.�m�rr�ai�.,amn�nya�na�.����im�m��mo�n�a a�e�Az
W WILLDAN
Appendix B- Parcel Levy Information
The parcel mformalion is shown in Table 5 on the followinq page, mclutlinq bmltlinq
square footage and front foota9e, is usea'm calcwaeng each parcePs pmponionate
share oi all Dislnct Costs.
� ii.i�,io� v,.fl � ,�aa. , irn�M�r...=�:+ i -
W WILLDAN
Table 5: Parcel Information
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pM1/pdpp Pres�OanfsPlezaPmpeManOBusmesslmpmvemen�DigNd PapeB4
W WILLDAN
Appendix C —Assessment Roll
Parcel identifcatioq for each lot or parcel withm ihe Dishict, shall be Ihe parcel as
shown on ihe County Assessor's Map for tM1e year in which this Plan is prepared.
The Assessment Roll, which includes a IisLng of assessor parcels assessed within
ihis DSinct, along with ihert assessment amounls, Is shown in Table 6 on ihe
following page.
2]➢.�vd Vrt, v rl'�TY� npn�rv.n..il�.lnn. _ 1
W WILLDAN
AppCndl%C -A55[SSm¢nt ROII
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