HomeMy WebLinkAboutRes 2020-39 through 2020-41 - Presidents Plaza PBID Assessments FY 20-21STAFF REPORT
CITY OF PALM DESERT
FINANCE DEPARTMENT
MEETING DATE: April 30, 2020
PREPARED BY: Tom Metz, Deputy City Treasurer
Tom Garcia, Director of Public Works
REQUEST: Approve the initiation of proceedings to form the President's
Plaza Property and Business and Improvement District, and to
levy and collect assessments therein; the Management District
Plan and, preliminarily, the Engineer's Report; and an
assessment ballot proceeding so that qualified property owners
within the district may vote on the levying of district assessments.
Recommendation
Waive further reading and adopt:
1. Resolution No. 2020-39, initiating proceedings for the formation of the
President's Plaza Property and Business Improvement District, and the
levy and collection of assessments, pursuant to the provisions of part 7 of
division 18 of the California Streets and Highways Code, for Fiscal Year
2020/2021;
2. Resolution No. 2020-40, describing proposed improvements and services,
approving the Management District Plan, and preliminarily approving the
Engineer's Report, regarding the proposed formation/re-establishment of
the President's Plaza Property and Business Improvement District,
pursuant to the provisions of part 7 of division 18 of the California Streets
and Highways Code, for Fiscal Year 2020/2021; and
3. Resolution No. 2020-41, declaring the City's intention to form the
President's Plaza Property and Business Improvement District, to levy and
collect assessments therein, and calling for an assessment ballot
proceeding to submit to the qualified property owners within that district the
question of levying district assessments, commencing Fiscal Year
2020/2021.
Strategic Plan Obiective
This action addresses Land Use, Housing & Open Space Priority #1, Enhance Palm
Desert as a first-class destination for premier shopping and national retail businesses.
April 30, 2020 — Staff Report
Intent Meeting for President's Plaza I — Resolutions Nos. 39-41
Page 2 of 2
Background Analysis
The President's Plaza Property and Business Improvement District ("PPID") includes
properties that are located on the south side of Highway 111, and on the north side of El
Paseo, between Portola and Larkspur Lane. The street boundaries of PPID are shown
on a map on Page A-2 of the Engineer's Annual Levy Report for Fiscal Year
202012021.
The City collects annual assessments from PPID property owners to pay for landscape
maintenance, street sweeping, solid waste/recycling and parking lot lighting within the
common parking lot areas. The authorized district levy is expiring June 30, 2020. Staff is
requesting that we renew the district levy for an additional two-year term for Fiscal Years
2020/2021 and 2021/2022 at which time we will reevaluate the costs for the district based
on the anticipated improvements to the parking lot which are expected to begin in Spring
2021.
The only modification to the PPID budget at this time will be a three percent (3%) cost -of -
living adjustment for each year of the two-year plan which a majority of the property
owners must approve.
Staff recommends that the City Council declare its intention to levy the full assessment,
and to set the Public Hearing date for June 25, 2020, pursuant to state law.
Fiscal Analysis
The assessment and collection of the levy will finance both ongoing maintenance of the
PPID and associated staff costs, reducing the City's financial burden.
LEGAL REVIEW
019A.et W. Ov.%".m.s
Robert W. Hargreaves
City Attorney
DEPT. REVIEW
To, G44e,�4
Tom Garcia, P.E.
Director of Public Works
City Manager, Lauri Aylaian: -?Au4 i. `ffuvvian
FINANCIAL
REVIEW
Ya ,*ve:;r 1W. ?'Voo2z,
Janet M. Moore
Director of Finance
ASSISTANT
CITY MANAGER
Andy Firestine
Assistant City Manager
ATTACHMENTS: Resolution No. 2020-39
Resolution No. 2020-40
Resolution No. 2020-41
FY 2020/2021 Engineer's Annual Levy Report (Preliminary)
RESOLUTION NO. 2020 - 39
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, INITIATING PROCEEDINGS FOR THE
FORMATION OF THE PRESIDENT'S PLAZA PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT, AND THE LEVY AND COLLECTION OF
ASSESSMENTS, PURSUANT TO THE PROVISIONS OF PART 7 OF
DIVISION 18 OF THE CALIFORNIA STREETS AND HIGHWAYS CODE,
FOR FISCAL YEAR 2020/2021
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 desires to initiate proceedings for the formation
(re-establishment) of President's Plaza Property and Business Improvement District
(hereafter referred to as the "District") pursuant to 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 the levy and
collection of assessments by the County of Riverside for the City of Palm Desert to pay
for the Improvements and Activities as described in the Engineer's Report and in the
Management District Plan; and,
WHEREAS, pursuant to the Act, a written petition of the property owners within
the District, representing more than 50 percent of the proposed assessment to be
levied, has been presented to the City Council; and,
WHEREAS, the City Council has retained Willdan Financial Services (hereafter
referred to as the "Assessment Engineer") for the purpose of assisting with the
formation of the District and establishment of the assessments, and to prepare and file
a Management District Plan with the City Clerk in accordance with the Act; and in
accordance with the requirements of the California Constitution, Article XIIID to prepare
and file an Engineer's Report with the City Clerk;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED
BY THE CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS:
Section 1. The above recitals are true and correct.
Section 2. The City Council hereby orders the Assessment Engineer to prepare and
file with the City Clerk the Management District Plan and Engineer's Report concerning
the formation and establishment of assessments for the District in accordance with the
Act.
Section 3. Proposed improvements: The improvements and activities within the
District include maintenance of parking lot landscaped areas, maintenance and
operation of parking lot lighting facilities, debris removal, and maintenance of parking
RESOLUTION NO. 2020 - 39
lot surface areas, and are more specifically described in the Management Plan and in
the Engineer's Report attached hereto and incorporated herein by reference.
Section 4. Boundaries and Desiqnation: The District consists of all parcels located
in the commercial business area known as the President's Plaza East and
President's Plaza West within the City of Palm Desert. The territory of the proposed
District is located South of Palm Desert Drive at Highway 111; North of El Paseo;
West of Portola Avenue; and East of Larkspur Lane. The territory is within the City of
Palm Desert, within the County of Riverside, State of California. The proposed
district is designated as: "President's Plaza Property and Business Improvement
District."
PASSED, APPROVED, AND ADOPTED by the Palm Desert City Council on the
30th day of April, 2020, by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
GINA NESTANDE, MAYOR
CITY OF PALM DESERT, CALIFORNIA
ATTEST:
GRACE L. ROCHA, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
RESOLUTION NO. 2020 - 40
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, DESCRIBING PROPOSED IMPROVEMENTS AND
SERVICES AND APPROVING THE MANAGEMENT DISTRICT PLAN AND
PRELIMINARILY APPROVING THE ENGINEER'S REPORT, REGARDING
THE PROPOSED FORMATION/RE-ESTABLISHMENT OF THE
PRESIDENT'S PLAZA BUSINESS IMPROVEMENT DISTRICT, PURSUANT
TO THE PROVISIONS OF PART 7 OF DIVISION 18 OF THE CALIFORNIA
STREETS AND HIGHWAYS CODE, FOR FISCAL YEAR 2020/2021
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 pursuant to 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"), did by previous
Resolution, initiate proceedings for the formation/re-establishment of the President's
Plaza Property and Business Improvement District (hereafter referred to as the
"District"), pursuant to the provisions of the Act, and did order the preparation of a
Management District Plan and an Engineer's Report for said District, and
WHEREAS, the City Council has retained Willdan Financial Services (hereafter
referred to as the "Assessment Engineer"), for the purpose of assisting with the
formation of the District and establishment of the assessments, and to prepare and file
a Management District Plan with the City Clerk in accordance with the Act; and an
Engineer's Report in accordance with the requirements of the California Constitution,
Article XIIID, and
WHEREAS, the Assessment Engineer has presented to the City Council the
combined Management District Plan and Engineer's Report, which is incorporated
herein by reference, and
WHEREAS, the City Council has examined and reviewed the combined
Management District Plan and Engineer's Report as presented, and is satisfied with
the District, the budget items and documents as set forth therein, and is satisfied that
the assessments have been spread in accordance with the special benefits received
from the improvements, operation, maintenance and services to be performed within
the District;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL, AS FOLLOWS:
Section 1. The above recitals are true and correct.
3
RESOLUTION NO. 2020 - 40
Section 2. That the Management District Plan as presented, consists of the
following:
A. A Description of Improvements and services to be provided by the District
B. The Annual Budget (Estimates of Costs and Expenses of Services,
Operations and Maintenance);
C. The District Roll containing the Levy of Assessments for each Assessor
Parcel within the District; and,
D. A Boundary Map for the boundaries of the District.
3. That the "Engineer's Report" as presented, consists of the following:
A. A Description of Improvements.
B. The Annual Budget (Costs and Expenses of Services, Operations and
Maintenance).
C. The Method of Apportionment.
D. A Boundary Map for the boundaries of the District.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, held on this 30th day of April, 2020, by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
GINA NESTANDE, MAYOR
CITY OF PALM DESERT, CALIFORNIA
ATTESTED:
GRACE L. ROCHA, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
4
RESOLUTION NO. 2020 - 41
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, DECLARING THE CITY'S INTENTION TO FORM THE
PRESIDENT'S PLAZA BUSINESS IMPROVEMENT DISTRICT AND TO LEVY AND
COLLECT ASSESSMENTS THEREIN, AND CALLING FOR AN ASSESSMENT
BALLOT PROCEEDING TO SUBMIT TO THE QUALIFIED PROPERTY OWNERS
WITHIN SUCH DISTRICT THE QUESTION OF LEVYING ASSESSMENTS FOR
SUCH DISTRICT, COMMENCING FISCAL YEAR 2020/2021
WHEREAS, the City Council pursuant to 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"), did by previous Resolution, initiate proceedings
for the formation of the President's Plaza Property and Business Improvement District
(hereafter referred to as the "District"), pursuant to the provisions of the Act, and did order the
preparation of a Management District Plan and Engineer's Report for said District,
WHEREAS, a Management District Plan and Engineer's Report (combined Report)
regarding the formation of the District and establishment of assessments has been prepared
and filed with the City Clerk in accordance with the Act and the California Constitution, Article
XIIID, and said Report has been presented to the City Council and is incorporated herein by
reference, and
WHEREAS, the City Council has, by previous resolution, approved the combined
Management District Plan and Engineer's Report, which contain a full and detailed description
of the improvements and services, the boundaries of the District, the estimated costs of
improvements and services, and the proposed assessments upon assessable lots and parcels
within the District;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE
CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS:
Section 1. The above recitals are true and correct.
Section 2. The City Council hereby declares its intention to form/renew the District for a
period of two years and to levy and collect assessments within the District, pursuant to the Act,
to pay the annual costs of the services and improvements, as described in the Management
District Plan and Engineer's Report. The City Council has determined at this time to call for an
assessment ballot proceeding.
Section 3. Calling an assessment ballot proceeding: Pursuant to California Constitution
Article XIIID, an assessment ballot proceeding is hereby called on behalf of the District on the
matter of establishing assessments for a two-year term on the properties within the District.
Section 4. The assessment ballot proceeding for the District on the matter of authorizing the
levy of the assessments, pursuant to California Constitution, Article XIIID, Section 4 consists of
a ballot, included with the mailed notice required by Government Code Section 54954.6,
RESOLUTION NO. 2020 - 41
distributed by mail, to the property owners of record within the District as of the close of the
Intent Meeting. Each property owner may return the ballot by mail or in person to the City Clerk
not later than the conclusion of the Public Hearing on July 9, 2020. The Public Hearing is
scheduled to begin on Thursday, July 9, 2020, at 4:00 p.m., at the City Council Chambers, 73-
510 Fred Waring Drive, Palm Desert, or by other methods so published. At the close of the
Public Hearing, the City shall open and tabulate the ballots to determine if a majority protest
exits. The ballots shall be weighted according to the proportional financial obligation of the
affected property. A majority protest exists if, upon the conclusion of the hearing, ballots
submitted in opposition to the assessment exceed the ballots submitted in favor of the
assessment.
Section 5. District Boundaries: The territory of the District is located South of Palm Desert
Drive at Highway 111; North of El Paseo; West of Portola Avenue; and East of Larkspur Lane
as described in the Management District Plan and Engineer's Report, which are incorporated
herein by reference. The District is designated as "President's Plaza Property and Business
Improvement District."
Section 6. Description of Services and Improvements: The improvements and activities
within the District include: maintenance of parking lot landscaped areas, maintenance and
operation of parking lot lighting facilities, debris removal, and maintenance of parking lot
surface areas; and are more specifically described in the Management Plan and Engineer's
Report attached hereto and incorporated herein by reference.
Section 7. Proposed Assessment Amounts: The proposed assessments are detailed in
the Management Plan and Engineer's Report, which also detail the assessment range
formula.
Section 8. Notice of Public Hearina(s): The City Council hereby declares its intention to
conduct a Public Hearing concerning the levy of assessments for the District in accordance
with Government Code, Section 54954.6 and California Constitution, Article XIIID, Section
4(e). Notice is hereby given that a Public Hearing on these July 9, 2020 at 4:00 P.M., in the
City Council Chambers, located at 73-510 Fred Waring Drive, Palm Desert, or by other
methods so published.
Section 9. Notice. Property owners will be provided an assessment ballot and notice of the
public hearing at least 45 days prior to the public hearing. Completed ballots must be received
by the City Clerk prior to the conclusion of the Public Hearing, after which they will be opened
and tabulated. In addition to the ballots, District property owners may file a written protest
regarding the District formation with the City Clerk prior to the conclusion of the hearing, or,
having previously filed a protest, may file a written withdrawal of that protest. A written protest
shall state all grounds of objection and a protest by a property owner shall contain a
description sufficient to identify the property owned by such property owner. At the public
hearing, all interested persons shall be afforded the opportunity to hear and be heard.
Section 10. The City Clerk is hereby authorized and directed to give notice of such hearing
as provided by law.
2
RESOLUTION NO. 2020 - 41
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, held on this 301h day of April, 2020, by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
GINA NESTANDE, MAYOR
CITY OF PALM DESERT, CALIFORNIA
ATTEST:
GRACE L. ROCHA, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
P93
PALM DESERT
CAl IFORNIA
Cit of Palm Desert'
President's Plaza Property and
Business Improvement District
MANAGEMENT DISTRICT PLAN
AND
ENGINEER'S REPORT
FISCAL YEAR 2020/202/ TO 2021 /2022
r i
L
1
1I/W I LLDAN
ENGINEER'S REPORT AFFIDAVIT
City of Palm Desert
President' Plaza I
Property and Business Improvement District
City of Palm Desert
Riverside County, State of California
This Report describes the District and defines improvements, budget and method
of assessment apportionment, and the parcels to be levied for Fiscal Year
2020/2021 as they existed at the time of the passage of the Resolution of
Intention. Reference is hereby made to the Riverside County Assessor's maps
for a detailed description of the lines and dimensions of parcels within the
District_ The undersigned respectfully submits the enclosed Report as directed by
the City Council.
Dated this 10th day of April
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Palm Desert
By:
Stacee Reynolds, Senior Project Manager
District Administration Services
By: 2 J / 1
Richard Kopgcky
R. C. E. # 16742
, 2020_
MWILLDAN
TABLE OF CONTENTS
OVERVIEW............................................................................................ 1
Introduction
Renewal/Formation
1
2
DESCRIPTION OF THE DISTRICT.............................................................. 4
District Boundary
Improvements and Activities
Special Benefits of the Improvements and Activities
4
4
5
METHOD OF APPORTIONMENT..........................................................1...... 7
Method of Apportionment Rationale
7
Parking Lot Improvements and Services
7
Solid Waste (Refuse) Collection Services
7
Method of Apportionment Calculations
10
Apportionment of Direct Costs
10
Apportionment of Indirect Costs
12
Total Annual Assessment
12
Annual Budget Adjustments
13
DESCRIPTION OF BUDGET ITEMS.......................................................... 14
Direct Benefit Costs
Indirect Benefit Costs
Levy Breakdown
District Statistics
District Budget
14
15
15
16
17
APPENDIX A — ASSESSMENT DIAGRAM ............................................... A-1
APPENDIX B — PARCEL LEVY INFORMATION .......................................... B-1
APPENDIX C —ASSESSMENT ROLL.....................................................C-1
202012021 President's Plaza Property and Business Improvement District Page ii
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Overview
Introduction
The City of Palm Desert ("City") previously formed and established the President's
Plaza Property and Business Improvement Assessment District ("District") beginning in
Fiscal Year 1998/1999 to provide improvements and activities that confer special
benefits upon real property within the boundaries of the District. The District was
established and levied pursuant to Property and Business Improvement District Law of
1994, Part 7 of Division 18 of the California Streets and Highways Code (the Act).
Pursuant to the Act, property owners within the District submitted a signed petition
requesting formation of the District. For each term, a maximum assessment was
approved by the property owners through an assessment ballot proceeding, conducted
according to provisions of the California Constitution Article XIIID (`Proposition 218").
The District was successfully formed for a term of five years ending in Fiscal Year
2002/2003. Subsequently, the District was renewed for five-year terms in Fiscal Year
2003/2004, 2008/2009 and 201512016. It is the City's desire to renew the District for
two years as the cost of improvements after two years cannot be estimated at this time.
Under the provisions of the Act, the property owners within the District may renew the
District for a maximum term of ten (10) years.
This combined Management District Plan and Engineer's Report hereinafter referred to
as "Plan" or "Report", is presented for consideration by the property owners within the
area known and commonly referred to as President's Plaza, to seek their support for the
organization of a business improvement district in accordance with the provisions of the
Property and Business Improvement District Law of 1994, Streets and Highways Code
Section 36600 et. seq., hereinafter referred to as the "Act." This is the Management
District Plan required by Section 36622 of the Act, for the proposed formation and
establishment of the President's Plaza Property and Business Improvement District
hereinafter referred to as "District" or "PBID", to fund services and activities to improve
and convey special benefits to properties located within the boundaries of the District.
This Report describes the PBID, improvements and activities, method of apportionment,
the proposed assessments for the current fiscal year, and the maximum assessment
proposed for the two-year duration of the re-formed District. The proposed assessments
are based on the estimated cost to provide the improvements, activities, and operations
that provide a direct and special benefit to properties within the District. The costs of
improvements, activities, and operations include all expenditures, deficits, surpluses,
revenues, and reserves.
The word `property,„ for the purposes of this Plan, refers to real property situated within
the District, and identified as an individual property or parcel assigned its own
Assessor's Parcel Number (APN) by the County of Riverside Assessor's Office. The
County of Riverside Auditor/Controller uses APNs to identify on the tax roll parcels and
properties assessed for taxes, special assessments, and fees and charges.
2020/2021 President's Plaza Property and Business Improvement District Page 1
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All benefits derived from the assessments outlined in the Management District Plan and
Engineer's Report are for services directly benefitting the property and business owners
within this specialized district and are intended to support and enhance commerce,
business and the overall safety, image and functionality within this commercial core. All
services, projects, maintenance, and professional and administration services are
provided solely to properties within the PBID to enhance the image and viability of
properties and businesses within the President's Plaza Property and Business
Improvement District (PBID) boundaries and are designed only for the direct special
benefit of the assessed properties. No services will be provided to non -assessed
parcels outside the PBID boundaries.
Renewal/Formation
A written petition of the property owners within the PBID, representing more than 50
percent of the proposed assessment to be levied must be submitted to the Palm Desert
City Council in order to proceed with the District renewaltformation. After the required
signatures have been submitted to the City, the City Council may initiate proceedings
for the renewal of the District by adopting a resolution expressing its intention to form
the PBID and ballot the property owners for the proposed assessments in accordance
with the provisions of the Constitution. The resolution of intention will reference the
Management District Plan and the Engineer's Report (combined herein as one
document), and will provide notice of the time and place of a public hearing on the re-
establishment (formation) of the PBID and levy of assessments.
Within 90 days of adopting the resolution of intention, the City Council will hold a public
hearing on the matter and caused notice to the property owners pursuant to Section
54954.6 of the Government Code. Assessment ballots (property owner protest ballots)
will be mailed to each property owner at least 45 days prior to the public hearing
pursuant to the California Constitution. Pursuant to the Code, the City Council will also
cause the publication of the resolution of intention in a newspaper of general circulation;
mail the resolution of intention by first-class mail to each property owner in the District
and to each local chamber of commerce and business organization located within the
District.
At the public hearing the City Council will provide the public and property owners an
opportunity to provide oral protests and written protests prior to the adoption of the
Management District Plan. Pursuant to the California Constitution, the City Council will
tabulate property owner assessment ballots received from property owners to determine
whether a majority protest exists. If it is determined and declared by resolution that
majority protest does not exist, then the property owners will have confirmed and
approved the assessments.
If the property owners approve the renewal of the District and imposition of the
assessments, the City Council can appoint an owner's association for the District. This
owner's association shall make recommendations to the City Council regarding the
2020/2021 President's Plaza Property and Business Improvement District Page 2
WWILLDAN
expenditures of revenue derived from the levy of assessments and on the classification
of properties as applicable. This owner's association can cause to be prepared an
annual report each fiscal year for which assessments are to be levied and collected.
Said annual report shall be filed with the City Clerk and shall contain: any proposed
changes to the district boundary; the improvements and activities to be provided that
year; the estimated costs for that year; the method of assessment; the amount of any
surplus or deficit; and contributions from other sources. The City Council may approve
the report as submitted or as modified.
2020/2021 President's Plaza Property and Business Improvement District Page 3
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Description of the District
District Boundary
The District consists of all parcels located in the commercial business area known as
the President's Plaza within the City of Palm Desert, County of Riverside. The District
includes forty-two (42) assessed commercial parcels and three (3) non-contiguous and
non -assessed parking lot parcels and one (1) non -assessed easementtwalkway parcel.
The boundary of the District and the parcels therein are located South of Palm Desert
Drive at Highway 111; North of El Paseo; West of Portola Avenue; and East of Larkspur
Lane. President's Plaza is commonly referred to as President's Plaza East (the area
east of San Luis Rey Avenue); and President's Plaza West (the area west of San Luis
Rey Avenue) located within the boundaries of the District.
Improvements and Activities
In an effort to enhance and improve business opportunities and the appearance of the
area known as the President's Plaza, the City provided funds for the renovation and
capital improvement of the parking lot and landscaped areas related to this commercial
business center.
It has been determined that the properties within the District and the businesses
associated with those properties receive special and distinct benefits from the
improvements and activities to be funded through the assessments. The improvements
include the necessary activities, services, operation, administration, and maintenance
required to keep the improvements in satisfactory condition including labor, material,
and equipment. The services may include but are not limited to regular maintenance,
repair, removal or replacement of all or any part of the improvements including patching
of asphalt, slurry sealing, and striping of the parking lot areas; removal of trimmings,
rubbish, debris and other solid waste; the cleaning, sandblasting, and repainting of walls
and other improvements to remove or cover graffiti; providing for the growth, health and
beauty of landscaping and lighting including cultivation, trimming, spraying, fertilizing or
treating for disease or damage; as well as supplying necessary irrigation and electrical
energy. The specific improvements and activities include:
• Parking lot landscaped areas: including, but not limited to, ground cover,
shrubs, trees, plants, irrigation and drainage systems and associated
appurtenant facilities;
• Parking lot lighting facilities: including, but not limited to, bulbs, fixtures,
poles, wiring, and electrical energy;
• Debris removal: including, but not limited to: solid waste containers, refuse
collection services, and regular mechanical sweeping of the parking lot; and,
• Parking Lot Maintenance: including, but not limited to, patching of asphalt,
slurry sealing, and parking lot striping required to properly maintain and
ensure the satisfactory condition of the parking lots and appurtenant facilities.
2020/2021 President's Plaza Property and Business Improvement District Page 4
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The costs associated with the improvements are equitably spread among all benefiting
parcels within the District utilizing the method of apportionment described in the Method
of Apportionment section of this Plan. The total funds collected shall be dispersed and
used for only the services and operations provided to the District.
Special Benefits
All assessed properties within the District receive special benefits from one or more of
the improvements and activities funded through the District assessments. Specifically,
lighting and landscaping amenities within the parking lots, regular sweeping and
maintenance of the parking lots, and refuse collection services and facilities.
The special belnefits of lighting (parking lot lights) are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection;
2. Increased nighttime safety for patrons and employees;
3. Improved visibility for pedestrians and motorists;
4. Improved ingress and egress to property;
5. Reduced vandalism and other criminal acts and damage to improvements or
property;
6. Enhanced aesthetic appeal of the parking areas and the properties that are
associated with the parking areas;
7. Increased promotion of business activities and opportunities during nighttime
hours; and,
8. The special economic enhancement to the properties and their ability to
attract and sustain business and commercial activity as a result of the
benefits identified above.
The benefits associated with landscaped islands and medians within the parking lots
are specifically:
1. Improved aesthetic appeal of the parking areas and nearby parcels;
2. Improved dust control;
3. Enhanced adaptation of the urban environment within the natural
environment;
4. Improved traffic circulation;
5. A positive representation of the businesses within the District;
6. Centralized locations for refuse collection facilities; and,
7. The special economic enhancement to the properties and their ability to
attract and sustain business and commercial activity as a result of the
benefits identified above.
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Debris removal (parking lot sweeping) and refuse collection are essential and necessary
activities for all properties —particularly commercial properties. These activities and
services are proposed to be funded through the assessments solely for the special
benefit of properties within the District. The benefits associated with these services are:
1. Enhanced aesthetic appeal of the parking areas and the properties that are
associated with the parking areas;
2. Improved dust control;
3. A positive representation of the businesses within the District; and
4. A centralized location of refuse collection facilities and availability of the service
that would otherwise require individual facilities that could be cost prohibitive and
physically restrictive.
Parking lot maintenance is an essential and necessary activity for all properties, and in
particular, for commercial properties. This improvement is funded through the
assessments solely for the special benefit of properties within the District. The benefits
associated with this service are:
1. Increased safety to automobile, truck and pedestrian traffic within the parking
areas and to the properties that are associated with the parking areas;
2. Improved traffic circulation within the parking areas;
3. Enhanced aesthetic appeal of the parking areas and the properties that are
associated with the parking areas;
4. Improved dust control;
5. The special economic enhancement to the properties and their ability to attract
and sustain business and commercial activity as a result of the benefits identified
above.
The on -going operation and maintenance of the landscaping, lighting, sweeping and
refuse collection services, and parking lot areas provide no measurable general benefit
to other properties outside the boundaries of the District, or to the public at large.
Therefore, these improvements and the corresponding assessments have been
identified as providing 100% special benefit to parcels within the District.
2020/2021 President's Plaza Property and Business Improvement District Page 6
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Method of Apportionment
Method of Apportionment Rationale
The costs of the District improvements have each been apportioned by a formula and
method which fairly distributes the net amount to be assessed among all assessed
parcels in proportion to the estimated special benefits to be received by each parcel
from the improvements.
Parking Lot Improvements and Services
Assessed parcels within President's Plaza ire adjacent to centralized parking facilities
(lots) that provide access, parking, and delivery areas for the businesses and parcels
within the District. Each parcel derives special benefit from the parking lot improvements
and the services and activities necessary to maintain the parking lot. The improvements
and activities include maintenance of several landscaped islands and medians,
maintenance and operation of lighting facilities, parking lot maintenance, and sweeping
services. Each assessed parcel within the District receives a direct and special benefit
from these improvements and will share proportionately in the cost of maintaining the
parking lots. The parking areas consists of the three parcels that are entirely parking lot
area and portions of many of the assessed parcels within the District. The three parcels
that are entirely parking lot area parcels (627-212-016; 627-221-011; and 627-222-043),
and one easement/walkway parcel (627-222-042) receive no special benefit from the
improvements and will not be assessed.
In determining the method of apportionment for these improvements, each parcel's
benefit is based on the parking area adjacent to, and associated with, each parcel.
Therefore, it has been determined that a fair and reasonable reflection of each parcel's
benefit for the parking lot improvements shall be based on the approximate front
footage adjacent to the parking areas. Most parcels within the District front the parking
lots on only one side. To ensure a reasonable and equitable apportionment of special
benefit, parcels that front the parking lot on more than one side (comer properties), are
only assessed for their front footage along the side of their property adjacent to the
parking lot.
Solid Waste (Refuse) Collection Services
Establishing separate refuse receptacles for each parcel or business within President's
Plaza, and thereby allowing for separate charges and agreements for this service, is not
practical due to limited space and accessibility. Therefore, several common refuse
containers have been placed within the parking lot area for use by all the properties and
businesses, and patrons of these businesses, within the District. Historically, all
developed properties within President's Plaza have shared proportionately in the costs
associated with refuse collection based on the building square footage of the structures
on each parcel.
In determining the method of apportionment for refuse collection services, the possibility
of factoring in business types as well as building square footage was considered.
However, the inclusion of business types in the calculation of an annual assessment
202012021 PreWent's Plaza Property and Business Improvement District Page 7
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poses several problems. First, many of the parcels assessed include multiple business
types, which could require a complex calculation to identify potential use of the service.
Second, businesses often change from year to year or even month to month, making
specific business related assessments difficult to track and time-consuming and
expensive to administer. Third, establishing a method of apportionment that is business -
specific rather than parcel -specific would likely result in annual changes for each
parcel's assessment even if the cost of the service was unchanged. Finally, the level of
service (number of pick-ups and receptacles) has changed very little over the last
several years. Although many of the businesses and business types have changed
within the District, the total cost of providing this service has remained fairly constant.
In contrast to the total cost, it is not reasonable to assume that all developed parcels
utilize or require the same level of refuse service —typically the larger the building, the
greater amount of refuse that is generated. Therefore, it has been determined that a fair
and reasonable estimate of each parcel's benefit for refuse collection is the building
square footage determined for each parcel.
As noted previously, due to limited space and accessibility, it is not practical for each
parcel or business within President's Plaza to have separate containers or agreements
with the waste hauler. However, it is recognized that the baseline level of service (i.e.,
number of bins, size of the bins and frequency of service) established for the District
may not be adequate or appropriately reflect the needs of changing business within the
District. Therefore, the following considerations and criteria shall be followed when the
level of service provided requires modifications:
1. If the level of service is reduced, the incremental cost savings (if any) will be
reviewed and applied as follows:
a. Reserve Fund Account — The City staff and the owners' association will evaluate
the existing available Reserve Funds to ensure an acceptable amount of money is
being retained for normal annual operation of the District. Based on this evaluation,
the owners' association will modify the annual plan (recommendation to the City
Council) to apply all or a portion of the cost savings to the Reserve Account. A fully
funded Reserve is an amount equal to approximately one half of all annual operating
expenses. However, most operating reserves are typically less than 50%, but
greater than 25% of all annual operating expenses.
b. Reduced Assessments — After reviewing the Reserve Account, any cost savings
not applied to the Reserve Account (Reserve Fund Collection) will be passed on to
each parcel within the District by reducing their annual assessment for the next fiscal
year, in proportion to their estimated benefit (from the method of apportionment).
2. If the level of service is increased, the incremental cost increase (if any) will be
reviewed and applied as follows:
a. Increased service District -wide — When the current District was renewedtformed,
an assessment range formula was approved. This formula provided for anticipated
cost of living increases, but also allowed some flexibility for increased costs due to
2020/2021 President's Plaza Property and Business Improvement District Page 8
WWI LLDAN
increased levels of service. If an increased level of service is required for the entire
District, the increase is reflected in the annual budget. This budget increase will
typically cause a proportional increase of the annual assessment. If the increased
cost results in an assessment rate that exceeds the maximum assessment allowed,
then reserve funds will be used to reduce the annual assessment to the maximum
assessment allowed. If the reserve fund is not sufficient to cover the cost increase,
the City Council may provide a temporary loan to the District or conduct a property
owner ballot proceeding for an assessment increase.
b. Increased service for one parcel — When the current District was
renewed/formed, a baseline assessment rate and level of service was established
for all properties within the District. As businesses within the District change or
continue to grow, these businesses may generate a need for an increased level of
service, but it is not fair or equitable to spread the cost of this increalsed service to
other properties within the District. Therefore, if a business requires an increased
level of service, that particular business owner or the owner of the property on which
the business is located, must pay the resulting cost increase as a surcharge. Either
the City or the property owner may initiate the need for an increased service level.
The City Council shall make the final determination as to the appropriate mechanism
by which the increased level of service will be provided. The increased level of
service may be accomplished by:
• Increasing the number of pick-ups on the specific bin(s) used by the property or
business.
• Increasing the size of the specific bin(s) used by the property or business if
space permits.
• Providing separate bin(s) for the property or business if space and accessibility
permits.
• Any combination of the above.
The costs associated with the increased level of service shall be the obligation of the
business and/or property owner which is provided with the additional service. Payment
for the increased level of service shall be reviewed by the owner's association, which
will make a recommendation to the City Council for approval. The additional cost of
providing the increased level of service may be added to the annual assessment for the
property as a surcharge (in addition to their annual assessment), upon written petition of
the property owner and approval by the City Council (This may require a signed
agreement between the property owner and the City of Palm Desert). However, before
any action is taken to add a surcharge to the property tax roll as part of the property's
annual assessment, the property owner/business shall work with City staff and the
owner's association to establish the necessary level of additional service and arrange
for direct payment for the service to the waste hauler or the City if at all possible.
2020/2021 President's Plaza Property and Business Improvement District Page 9
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Method of Apportionment Calculations
The apportionment of benefit within the District utilizes a weighting factor known as an
Equivalent Benefit Unit (EBU). Each parcel's EBU represents a percentage of the total
EBU applied for the entire District. Depending on the improvement or activity provided,
the EBU assigned to each parcel is based on either the parcel's development
(approximate building square footage) or the parcel's area of improvement (front
footage to the parking lots). The cost of refuse collection services is apportioned based
on each parcel's approximate building square footage. All other improvements and
services funded through the District are associated with the parking lots. The total cost
of the parking lot improvements and services is apportioned to each parcel based on
their from footage to the parking lots.
The sum of each parcel's proportionate share of refuse costs and parking lot costs
represents the parcel's Total Direct Cost. In addition to a parcel's Total Direct Cost,
each parcel is assessed for administration expenses and a reserve fund collection
(indirect Costs). The Indirect Costs for each parcel have been apportioned by a
percentage of the parcel's Direct Costs, not to exceed fifteen percent (15%). Therefore,
each parcel's Total Annual Assessment is the sum of its proportionate share of the Total
Direct Cost and Total Indirect Costs. Although each parcel's proportional benefit and
assessment for each improvement is calculated individually, each parcel's maximum
assessment is based on the parcel's combined assessment for all costs and services.
The rate applied to any one improvement or service may exceed the maximum rate
originally established, provided the parcel's combined assessment does not exceed the
combined maximum assessment established for the property (excluding changes in
land use or development).
The County requires that all annual assessments levied and submitted for collection on
tax bills 4e rounded to the nearest even penny, thus allowing the total assessment to be
split into two installments. In order to comply with the County's requirements, the
calculation of each assessment component (i.e., refuse costs, parking lot costs and
indirect costs) is rounded to the nearest even penny and then added together for the
parcel's Total Annual Assessment.
The following describes the general method used to arrive at each parcel's proposed
assessment.
Apportionment of Direct Costs
Refuse Collection Assessment
The Total Refuse Cost estimated for refuse services is based on the City's contract with
a waste hauler for service to President's Plaza. This Total Refuse Cost divided by the
estimated Total Building Square Footage establishes a Rate per building square foot.
This Rate is multiplied by each parcel's estimated building square footage to calculate
the parcel's proportionate share of the refuse service cost.
2020/2021 President's Plaza Property and Business Improvement District Page 10
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Total Refuse Cost / Total Building Square Footage = Rate per Building Square
Foot
Rate x Parcel Buildings Square Footage = Refuse Assessment
Note: For purposes of calculating the refuse assessment, the building square footage for each parcel has
been rounded to the nearest hundred square feet. Refer to Appendix "8" for building square footage
applied.
Table 1 provides the Refuse assessment rates for Fiscal Year 2020/2021 through,
Fiscal Year 2021 /2022.
Table 1: Building Size Proposed Rates
Fiscal Year 202012021 $0.5815
Fiscal Year 202112022 $0.5990
There are currently forty-two (42) developed commercial properties within the District
that are assessed for refuse collection services based on approximate building square
footage. (Refer to the Assessment Roll for individual parcel Refuse assessments).
Parking Lot Assessment
The Total Lot Cost estimated for parking lot improvements and services (maintenance)
is based on the estimated annual costs to maintain the landscaping, lighting, and
parking lot improvements, as well as provide mechanical sweeping of the parking lot,
within President's Plaza. This Total Lot Cost divided by the applied parking lot Total
Front Footage, establishes a Rate per front foot. This Rate is multiplied by each parcel's
applied front footage to calculate the parcel's proportionate share of the parking lot
maintenance costs.
Total Lot Cost / Total Front Footage = Rate per Front Foot
Rate per Front Foot x Parcel Front Footage = Parking Lot Assessment
Note: For purposes of calculating the parking lot assessment, each parcel's front footage is based on the
parcel's footage rounded to the nearest five feet. Refer to Appendix "B" for front footage applied.
2020)2021 President's Plaza Property and Business Improvement District Page 1 1
t(WILLDAN
Table 2 orovides the Parkina Lot assessment rates for Fiscal Year 2020/2021 through,
Fiscal Year 202112022.
Table 2: Parking Lot Proposed Rates
Fiscal Year 2020/2021 $15.5020
Fiscal Year 202112022 $15.9671
All parcels within the District receive direct and special benefits from the parking lot
improvements and services. Each of these parcels is assessed proportionately based
on their front footage adjacent to the parking lot.
Apportionment of Indirect Costs
To ensure the improvements, activities, and services provided and funded through the
District are continued, each parcel will be assessed for its proportional share of
administrative and reserve costs (Indirect Costs). These Indirect Costs include all
expenses related to the administration of the District as well as the collection of money
toward a Reserve Fund. The annual assessment for Indirect Costs has been
established at fifteen percent (15%) of the Total Direct Costs assessed to each parcel.
The sum of each parcel's proportionate share of refuse costs and parking lot costs
represents the parcel's Direct Cost. This Direct Cost multiplied by fifteen percent (15%)
represents each parcel's proportionate share of the Indirect Costs.
Parcel's Total Direct Cost X 15% = Indirect Assessment
Table 3 provides the District's Indirect Cost amounts for Fiscal Year 202U2021 through Fiscal
Year 2021/2022.
Table 3: Total Proposed Indirect Costs
Fiscal Year 2020/2021 $33,885.00
Fiscal Year 2021/2022 = 534,901.55
Total Annual Assessment
Each parcel's Total Annual Assessment is the sum of their proportionate share of the
Direct Costs and Indirect Costs. The preceding description of the method of
apportionment outlines the estimated cost and rates applied for the District and the
maximum amount projected. The maximum projected amounts were determined by
202012021 President's Plaza Property and Business lmprovement District Pagt� 12
JWWILLDAN
applying an annual inflationary factor of three percent (3%) over the two-year duration of
the District based on the first -year assessments.
Annual Budget Adjustments
For the two years of the term of the PBID renewal, annual assessments may be
adjusted by the President's Plaza PBID owners' association up to three percent (3%)
per year. Actual annual adjustments may range from zero percent (0%) to three percent
(3%). Adjustments may differ from year to year depending on the service needs
identified by the owners' association. In any event, assessments will not exceed the
levels illustrated by the District Budget (Table 4).
Any annual budget surplus or deficit will be accrued into the following year's PBID
budget. Assessments will be set accordingly, within the constraints of the annual
adjustment, to adjust for surpluses or deficits that are carded forward.
202012021 President's Plaza Property and Business Improvement District Page 13
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Description of Budget Items
Direct Benefit Costs
Landscape Maintenance Contract -- Includes all regularly scheduled labor,
material (e.g. pipe, fertilizer, insecticides), and equipment required to properly
maintain and ensure the satisfactory condition of all landscaping, irrigation and
drainage systems, and appurtenant facilities. All landscaping improvements
within the District are contracted for maintenance and service on a regular basis.
The frequency and specific maintenance operations required within the District is
determined by City staff, but is generally scheduled weekly. i
Landscape Water — Utility cost to furnish water required for landscape
irrigation.
Landscape Electric — Utility cost for furnishing of electricity required for the
operation of the irrigation systems and ornamental lighting.
Landscape Repairs — This item includes repairs that are not normally included
in the yearly maintenance contract costs. This may include repair of damaged
amenities due to vandalism and storms. Planned upgrades may also be included.
These upgrades may include, but are not limited to, replacing plant materials or
renovation of irrigation systems.
Lighting — The furnishing of electricity required for the operation and
maintenance of the lighting facilities (parking lot lighting, including but not limited
to, bulbs, fixtures, poles, wiring, and electrical energy). The City contracts for the
furnishing of its electricity for lighting, which includes normal maintenance and
bulb replacement. This cost does not include repairs or replacement of damaged
facilities due to vandalism, accidents or storms.
Sweeping Services — Weekly cleaning of the parking lots and gutters using a
contracted, mechanized service.
Parking Lot Maintenance — Includes all regularly scheduled labor, material,
and equipment for patching of asphalt, slurry sealing, and parking lot striping
required to properly maintain and ensure the satisfactory condition of the parking
lots and appurtenant facilities. The frequency and specific maintenance
operations required within the District is determined by City staff, but slung
sealing and parking lot striping are generally scheduled annually, while patching
of asphalt is performed on an as -needed basis. Parking lot maintenance for
slurry sealing and parking lot striping within the District is contracted for service
on a regular basis, while patching of asphalt may be performed by City staff or
contracted for service as needed.
Solid Waste Removal Services — The furnishing of bins and bi-weekly
collection of solid waste. The City contracts with a waste hauler for this service.
Only developed properties (with a structure) receive special benefit from this
service and are assessed for this service.
202012021 President's Plaza Property and Business Improvement District Page 14
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Indirect Benefit Costs
District Administration — The cost to all departments and staff of the City, for
providing the coordination of District services, operations and maintenance of the
District, response to public concerns and education, and procedures associated
with the levy and collection of assessments. This cost also includes contracting
with professionals to provide additional administrative, legal, or engineering
services specific to the District.
County Administration Fee — This is the actual cost to the District for the
County to collect District assessments on the property tax bills. This charge is
based on a flat rate per fund number.
County Per Parcel Fee — This is the cost to the District for the County to collect
assessments on the property tax bills. This charge is on a per assessment basis,
at $0.35 per assessment, and is in addition to the County Administration Fee.
Miscellaneous Expenses — This is a fund for additional costs related to District
administration including required formation, documentation, recordation, and
legal fees.
Reserve Fund Collection — The Reserve Fund provides for collection of funds
to operate the District from the time period of July 1 (beginning of the Fiscal
Year) through January when the County provides the City with the first
installment of assessments collected from the property tax bills. The Reserve
Fund eliminates the need for the City to transfer funds from non -District accounts
to pay for District charges during the first half of the fiscal year. The Reserve
Fund may also be used to offset any unforeseen costs such as repairs, legal
fees, revenue deficits, or increased costs due to inflation or contractual
agreements that are greater than originally planned.
Levy Breakdown
Total District Costs — This is the sum total of all budgeted Direct and Indirect
costs.
Anticipated Deficit/Surplus — This item may include anticipated costs of the
District that exceed the amount to be collected. This item also reflects beginning
balance deficits. When the actual cost and expenditures for the District are
greater than the amount budgeted and collected in the prior fiscal year, the
District has a Beginning Balance Deficit. This deficit may be the result of
unforeseen and extraordinary costs incurred, or assessments actually collected
being less than anticipated. When a deficit occurs, the deficit amount may be
added to the amount to be collected through the levy for the current fiscal year or
recovered through use of the Reserve Fund.
When the actual costs and expenditures for the District are less than the amount
budgeted and collected in the prior fiscal year, the District has a Beginning
202012021 President's Plaza Property and Business Improvement District Page 15
WWILLDAN
Balance Surplus. When a surplus occurs, the amount may be used to reduce
assessments for the following year or may be added to the Reserve Fund.
Other Revenue Sources — This item may include additional funds designated
for use by the District that are not from District assessments. These funds are
added to the District account and may be added to the Reserve Fund or used to
reduce assessments, and may be from either non -District or District sources
including City General Fund Contributions or interest earnings on the Reserve
Fund.
Balance to Levy —This is the total amount to be levied and collected through
assessments for the current fiscal year. The Balance to Levy represents the sum
of Total Direct Costs, Indirect Costs, Revenue Deficits, Other Revenue Sources,
Revenue Surpluses, and Contribution Replgnishments.
District Statistics
Total Number of Parcels — The total number of parcels within the District.
Total Parcels Levied — The total number of parcels within the District that will
be assessed. Non -assessed lots or parcels include easements, common areas,
and parcels within the boundaries of the District that currently do not benefit from
the improvements.
Total Building Square Footage — This is the sum total of the building square
footage applied to parcels within the District.
Total Parking Lot Front Footage (parking lot) — This is the sum total of the
parking lot front footage applied to parcels within the District.
Levy Rate per Building Square Foot — This amount represents the Rate being
applied to each parcel's individual building square footage (calculation of each
parcel's proportionate share of refuse collection costs). The Levy Rate per
Square Foot is the result of dividing the estimated total refuse cost for that year
by the sum of the District's Total Building Square Footage. The rate is calculated
to three decimal places.
Levy Rate per Front Foot — This amount represents the Rate being applied to
each parcel's individual parking lot front footage (calculation of the parcel's
proportionate share of parking lot maintenance costs). The Levy Rate per Front
Foot is the result of dividing the estimated total parking lot costs for that year by
the sum of the District's Total Parking Lot Front Footage. The rate is calculated to
three decimal places.
Levy Rate for Indirect Costs — This amount represents the percentage applied
to each parcel's Direct Costs to determine the parcel's proportionate share of the
amount to be assessed for administrative expenses and Reserve Fund
Collection. A maximum rate of fifteen percent (15%) has been established. It is
anticipated that the maximum amount will be collected each year in order to
establish and maintain a reasonable Reserve Fund.
2020/2021 President's Plaza Property and Business Improvement District Page 16
MWILLDAN
District Budget
The District Budget shown on the following page (Table 4) lists the estimated
costs of providing the various improvements and services. The costs and the
resulting rate for each Fiscal Year is based on the estimated costs to provide the
improvements and services that year. The projected annual costs anticipated
over the two-year duration of the District assessments have been calculated
based on an annual inflationary factor of three percent (3%) from the first fiscal
year. However, this inflation factor does not mean the assessments will increase
annually by three percent (3%). The owners' association appointed by the City
Council, will annually review the District costs and make recommendations for
any changes or adjustments tol the budget. Changes to the budget, could result
in changes to the annual assessment, but the resulting total assessment may not
exceed the maximum rates established in the original Engineer's Report without
first obtaining property owner approval through assessment ballots.
202012021 President's Plaza Property and Business Improvement District Page 17
vft/WILLDAN
Direct Beneit Casts
Landscape maintenance Costs
$
5,00[i.b0
S
6,150.00
Landscape Utilities
15,000.00
15.450.00
Landscape Repairs
14,500.00
14,935.00
Miscellaneous
-
-
Lighting
5,800. D0
5,150.00
Sweeping Services
5,400,00
5,562.00
Parking Lot Mairdenance!
13.000 Q0
1
Service Subtotal (Based on parking lot footage)
S
57,900.00
S
59.637.00
Solid Waste Removal Ser,ices
$--
168.000.44
Service Subtotal (Based on building square footage)
$
168,000.00
S
173,040.00
Total Direct Benefit
S
225,900.00
S
232,677.00
Indirect Costs
District Administration
S
15,183.11
s
15.638.60
County Administration Fee
198.34
204.29
County Per Parcel Fee
19.15
19.73
Miscellaneous Expenses
7 1
S
T.405_08
Administrative Subtotal
S
22,590.00
S
23,267.70
Reserve Fund Collection (5%)
$__ _
11.2% 00
5
1163385
Total Indirect Cost nl
S
33,885.Oi3
S
34.901.55
Levy Breakdown
Total Direct and Indirect Costs
$
259,785.00
$
267.578.55
Anticipated Deficit or Surplus
-
-
Other Revenue Sources
-
-
Balance to Levy
S
259,785.00
S
267,578.55
% increase
3.00%
t7istrict Statistics
Total Parcels
46.00
46.00
Total Parcels To Levy
42.00
42.00
Total Buiiiding Square Footage
288,900.(10
286.900.00
Total Front Footage (Parking Lot)
3,735
3,735
Levy Rabe per Building Square Fact
0.5815
$
0.5990
% increase
3.00%
Levy Rate per Front Foot
$
15.5020
S
15.9671
% increase
3.00%
Levy Rate for Adrni r►rReserves ''"
15.00%
15.00%
Reserve Fund Balance
Previous Balance
$
163,602.15
$
174,897.15
Balance
S
174,897.15
S
186,531.00
rr, TGtIt Indirepr COetf are 16�6 of the b7tal dir�tt C*nik Costs. T)0.4gry a 5% ootgCtwn for reserve
4'-�'Cornmer w mg FY 2021-2022 Maximum annual assessments Tor direct costs and indirect costs represent a 316 increase over the assessmer is applied in tke-
previous term.
saver: City of Palm Des*M Waden Frnanriai Services
202012021 President's Plaza Property and Business Improvement District
Page 18
t(WILLDAN
Appendix A Assessment Diagram
The Assessment Diagram for the District is shown in reduced format on the
following page and is inclusive of all parcels identified on the County of Riverside
Assessor's Parcel Maps as Book 627, Pages 212, 221 and 222. The Assessment
Diagram will be kept on file with the City Clerk of the City of Palm Desert.
2020/2021 President's Plaza Property and Business Improvement district Page A-1
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Appendix B — Parcel Levy Information
The parcel information is shown in Table 5 on the following page, including
building square footage and front footage, is used in calculating each parcel's
proportionate share of all District Costs.
2020/2021 President's Plaza Property and Business improvement District Page B-1
lry WILLDAN
Table 5: Parcel Information
1
627-212-W2
73669
HIGHWAY 111
50,0D
50.00
3,885
3.900
2
627-212-00
73677
HIGHWAY 111
200.00
200.00
8,650
8,700
3
627-212-M
73731
HIGHWAY 111
100.00
100.00
8,525
8.500
4
627-212-005
73640
EL PASEO
171.55
170.00
12,132
12,100
5
627.212-006
73%0
PASE-O
50.00
50.00
5,82U
5,800
6
627-212-M
73690
PASE0
k
50.00
50.00
6,150
92M
7
627-212-010
73700
PASEO
50.OD
50,00
3,210
3.200
8
627-212-011
73710
EL PASEO
50.00
50.00
5,030
5,000
9
627-212-012
73722
EL PASEO
50.OD
50.00
2,400
2AOD
10
627-212-014
73730
EL PASEO
50 OD
5000
5,000
5.000
11
627.212-015
73625
HIGHWAY 111
22155
220.00
20,987
21.000
12
627.212-016
_
-
13
627-212-017
73670
£L PASEO
100.00
1OD-00
10,238
10,200
14
627-221-001
73741
HIGHWAY 111
50.00
50.00
4,75D
4,8D0
15
627-221-W2
73759
HIGHWAY 111
50,00
50_00
4,750
4,800
16
627-221-004
45145
LUIS REY AVE
tLPASEO
213.02
215.00
18.182
1 18,200
17
627-221-0D6
73740
50,00
5000
5.300
5,300
18
627-221.OD9
73750
EL PASEO
50,00
50.00
4,563
4,$W
19
627-221-010
73901
HIGHWAY 111
22516
225.00
1,568
1,600
20
627-221-011
21
627.222-002
73845
HIGHWAY 111
50.00
50.00
4,435
4,400
22
627-222-003
73851
HIGHWAY 1 I
50.OD
50.00
3.250
3,300
23
627-272-004
73961
HIGHWAY 111
50.00
50.00
3,250
3,300
24
627-222-005
73873
HIGHWAY 111
50.OD
50.00
3,000
3,000
25
627-222A108
73891
HIGHWAY I I 1
100.00
1DODD
6,712
6.700
26
627-222-014
73955
HIGHWAY 111
50.0D
50.DD
4,693
4.700
27
627-222-015
73981
HIGHWAY 111
50.OD
50 DO
3,900
3,900
28
627-222-021
5000
5000
3,762
3,800
29
627-222-024
73900
EL PASEO
5000
50.00
5,050
E 5.100
30
627-222.025
73910
EL PASEO
50.00
50.00
.5,000
5,000
31
627-222-026
73920
EL PASEO
50.00
50.00
5,000
5,000
32
627-222-027
739M
EL PASEO
50.00
50.00
5,150
5,200
33
627-222-028
73940
EL PASEO
50.00
50.00
4,9M
5,000
34
627-222-029
73950
EL PASEO
5000
50.00
4,800
4.800
35
627-222-030
50 00
50.00
4,9W
5,000
36
627-222-034
73925
!HIGHWAY 111
100,00
100 O0
6276
6.300
37
627-222-038
73890
EL PASEO
100.00
100 00
9,900
9,900
38
627-222-041
73885
HIGHWAY 111
MOD
75.00
5,925
5,900
39
627-222-042
40
627-222-043
45211
PORTOLA ME
-
-
_
-
41
627-222-044
7399D
EL PASEO
140.63
140.OD
13,338
13,300
42
627-222-0448
73941
HIGHWAY 1t1
100.OD
100.00
7.825
7,800
43
627-222-052
73820
EL PASEO
251.69
250 OD
11.694
11.700
44
627-222-053
73833
HIGHWAY 111
151,69
15000
8,238
8,200
45
627-222-055
73970
EL PASEO
100,00
1OD_OD
15.017
15.000
46
627.222-058
73993
HIGHWAY 111
140.00
140.D0
9,312
9,300
Total 3,74029 3,735.00 288,566 288,900
Fzsessan Pa oaf Nvn* rs 027.212-016. 627-M 1.011, W-222-021, and 6T7,2224)43 am part of the Di 0wft parkwq tot and pay* C27-222-042 is a
. I I These parcek am net assessed
Soum" Rversde Cou rty S►oaW MAI Wiclan Fr wxx t" mes
202012021 President's Plaza Properly and Business Improvement ❑ist6ct Page B-2
Vry WILLDAN
Appendix C Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel
as shown on the County Assessor's Map for the year in which this Plan is
prepared.
The Assessment Roll, which includes a listing of assessor parcels assessed
within this District, along with their assessment amounts, is shown in Table 6 on
the following page.
202W021 President's Plaza Property and Business Improvement District Page C-1
fly WILLDAN
Appendix C - Assessment Roll
1
627.212-M
73669
HIGHWAY 111
S2,26791
V75.10
$456.46
$3,499.47
2
627-212.003
73677
HIGHWAY 111
5,059,19
3,10DAO
1,223.94
9,383.53
3
627.212.004
73731
HIGHWAY 111
4,94299
550.20
973.96
7,467.05
4
627-212-005
73640
EL PASEO
7,036.34
635.34
1.45076
11,122.45
5
627-212-006
73660
EL PASEO
3,37279
775,10
622.18
4,T7D.07
6
627-212-M
7369D
EL PASEO
4.768.43
775.10
$31.52
6,375.05
7
627-212-010
73700
EL.PASEO
1,8W.85
775.10
395,40
3.031,35
0
627 212-011
73710
EL PASEO
2.907.58
T75.10
552.40
4,235.06
9
627 212-012
73722
EL PASEO
1.395.64
775 10
325,62
2,496.36
10
627-212-014
73730
EL PASEO
2,907.58
775.10
552.40
4235.08
11
627-212-015
73625
HIGI-MAY 111
12.211 84
3.410.44
2,34334
17,965.62
12
627-212-016
0.00
D_DO
0.00
0 DC
13
627-212-017
73670
EL PASEO
5.931.46
1,550.20
1,12224
8.603,90
14
627-221-001
73741
HIGHWAY 111
2,79128
775.10
534.96
4.101.34
15
627-221-0D2
73759
HIGHWAY 111
2,791,28
775.10
534,96
4,10134
16
627.221-004
73760
EL PASEO
10,593.59
9.33293
2,087.48
16.004.00
17
627-221-M
73740
EL PASEO
3,08Z04
775.10
57858
4,435 72
18
627-221-0D9
73750
EL PASEO
2,674.97
775.10
517.52
3.967.59
19
627-221-010
73801
HIGHWAY 111
930.43
3.487.95
662.76
5,08114
20
627-221-011
0.00
0,00
0.00
0.00
21
627-222-002
73845
HIGHWAY 111
2,558.67
775,10
500 06
3,833.83
22
627222-003
73851
HIGHWAY 111
1,919_00
775.10
4D4.12
3,09B_22
23
627-222-004
13861
HIGHWAY 111
1,919.00
775.10
404.12
3.09822
24
627-222-005
73871
HIGHWAY 111
1,744.55
775,10
377 94
2,89759
25
627-222-M
73891
HIGHWAY 111
3,8%A6
1,55020
816.96
6,263.32
26
627 222-014
73965
HIGHWAY 111
2,733.13
775.10
526.24
4.03447
27
627-222-015
73901
HIGHWAY 111
2,267.91
775.10
456.46
3.499.47
28
627-222-021
2,209.76
775,10
447,72
3.432-58
29
627-222t24
73900
EL PASEO
2,965.73
775.10
561.12
4301.96
30
627-222-025
73910
EL PASEO
2,90758
T75 10
55240
4,235.08
31
627-222-M
73920
EL PASEO
2.907,58
T75.10
552.40
423508
32
627-222-027
73930
EL PASEO
3,02388
T75.10
569.84
4,368-82
33
627.222-028
73940
EL PASEO
2,907.58
775.10
552AD
4,235.08
34
627-222-029
73950
EL PASEO
2.791.28
T75.10
534.96
4.101.34
35
627.222-030
73956
EL PASEO
2,907.58
775.10
552AO
4,235.08
36
627-222-034
73925
HIGHWAY 111
3,663.55
1.550.20
782,06
5.995.81
37
627222-CM
738W
U PASEO
5,757.01
1,55010
1,096.08
8,403.29
38
627222-041
73885
HIGHWAY i11
3,430,94
1,162.65
689.04
5,282.64
39
627222-042
0.00
0.00
0.00
0.00
40
627-222-043
VIVA
A41IIA
0.00
0.00
0.00
0.0C
41
627-2224344
739K
EL PASEO
7,734,16
2,170.28
1,405-66
11,390,11
42
627-222-048
73941
HIGHWAY 111
4,53593
1,55020
912.90
6,9% 93
43
627-ZO-052
73820
EL PASEO
6,803.74
3,87550
1,60188
12.281.12
44
627-222-053
73833
HIGHWAY 111
4.768.43
2,32530
1,064.06
8,15779
45
627-722-055
73970
EL PASEO
8.72274
1.550,20
1,540.94
11,813.8E
46
627-222-M
73993
HIGHWAY 111
5,408.10
2.170.28
1,136.76
8.715A4
Totals 0 i68.000.00 $57,9D0.00 $33.885.00 259 785.0d
Due x ro c rq was I ay vary tom t�le O.sr u.. B. Vet iTable 4 1
Sources: Pversoe C*jrty ^Secure0 Rpt_ W11kL n Fnanr4 Sew am
2020/2021 President's Plaza-ETee- Y and Business Improvement District