HomeMy WebLinkAboutFY 20-21 Res 2020-63 through 2020-65 President's Plaza I PBID Restablish FormationSTAFF REPORT
CITY OF PALM DESERT
FINANCE DEPARTMENT
MEETING DATE: July 9, 2020
PREPARED BY: Tom Metz, Deputy City Treasurer
Tom Garcia, Director of Public Works
REQUEST: Declare the results of a property owner protest proceeding; order
the formation (re-establishment) and the levy and collection of
assessments; approve and adopt the Management District Plan
and Engineer's Report; and appoint an owner's association, for
the President's Plaza Property and Business Improvement
District for fiscal year 2020/2021.
Recommendation
Waive further reading and,
Adopt Resolution No. 2020-_63 , declaring the results of a property
owner protest proceeding of the President's Plaza Property and Business
Improvement District (PBID) and approving certain related actions, for
fiscal year 2020/2021; and
2. Adopt Resolution No. 2020-_64 , ordering the formation (re-
establishment) of the President's Plaza Property and Business
Improvement District and the levy and collection of assessments for that
district, for fiscal year 2020/2021; and
3. Adopt Resolution No. 2020-_65 , approving and adopting the
Management District Plan and Engineer's Report for the President's Plaza
Property and Business Improvement District for fiscal year 2020/2021, and
appointing an owner's association; and
4. Direct staff to begin the process of reforming the PBID No. 1 for FY
2022/2023 consistent with the final construction drawings to ensure
successful transition to include long-term maintenance and capital funding.
Stratealc Plan Obiective
Not applicable.
July 9, 2020 — Staff Report
Public Hearing for President's Plaza Property and Business Improvement District
Page 2 of 3
Background Analvsis
The President's Plaza Property and Business Improvement District ("PBID") was
originally formed in fiscal year 1998/1999 for a five-year term. A majority of property
owners subsequently voted to renew PBID for three additional five-year terms, the current
one being from fiscal years 2015/2016 to 2019/2020. PBID is in the final year of that
term. Formation (re-establishment) is requested for an additional two-year term for fiscal
years 2020/2021 and 2021 /2022.
PBID 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
PBID are shown on a map on page A 2 of the Management District Plan and
Engineer's Report, Fiscal Year 202012021 to 202112022.
The City of Palm Desert ("City") collects annual assessments from PBID property owners
to pay for landscape maintenance, street sweeping, and parking lot lighting within the
common parking lot areas.
The only modification to the PBID budget 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.
The attached resolutions will: (1) declare the results of a property owner protest
proceeding and approve certain related actions; (2) approve the formation (re-
establishment) of PBID and the levy and collection of assessments within that district;
and (3) approve and adopt the Management District Plan and Engineer's Report; and (4)
appoint an owner's association, for fiscal year 2020/2021.
Staff recommends that the City Council adopt the following ballot procedures for PBID:
(1) open a public hearing for testimony; (2) close the public hearing after testimony
concludes; (3) continue this item to the end of the regular City Council meeting; (4) direct
staff to count the ballots and inform the City Council of the result; and (5) inform Council
of the "Yes" and "No" votes (in assessed dollars), which side prevailed, and the winning
difference in votes.
Fiscal Analvsis
The assessment and collection of the levy will finance both ongoing maintenance of the
PBID and the associated staff cost, relieving the City of a portion of the financial burden.
Staff created this draft PBID for a two-year term anticipating the need to increase the
budget commensurate with the parking area improvement project. Staff's
recommendation includes a directive to begin the process now as it will take some time
to work through the increased budgets with individual property owners.
July 9, 2020 — Staff Report
Public Hearing for President's Plaza Property and Business Improvement District
Page 3 of 3
LEGAL REVIEW DEPT. REVIEW FINANCIAL
REVIEW
N/A
Robert W. Hargreaves Janet M. Moore Janet M. Moore
City Attorney Director of Finance Director of Finance
City Manager Lauri Aylaian:
ASSISTANT
CITY MANAGER
Andy Amwczae
Andy Firestine
Assistant City Manager
ATTACHMENTS: Resolution No. 2020- 63
Resolution No. 2020- 64
Resolution No. 2020- 65
President's Plaza Property and Business Improvement District,
Management District Plan and Engineer's Report, Fiscal Year
2020/2021 to 2021/2022 (Final)
RESOLUTION NO. 2020-63
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA DECLARING THE RESULTS OF A PROPERTY OWNER
PROTEST PROCEEDING FOR THE PRESIDENT’S PLAZA PROPERTY
AND BUSINESS IMPROVEMENT DISTRICT AND APPROVING CERTAIN
RELATED ACTIONS, 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 called and duly held a property owner protest
proceeding 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
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 XIIID, for the purpose of presenting to the qualified property owners
within the District the annual levy of assessments and maximum annual assessments over
the next two years, to pay for the costs and expenses associated with solid waste (refuse)
collection services, the maintenance of parking lot landscaped areas, the maintenance and
operation of parking lot lighting facilities, the maintenance of parking lot surface areas, 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, the results of which are illustrated below:
Total Ballots Cast Yes Total No Total
$ ____________ $ ____________ $ ____________
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. The protest proceeding was conducted with ballots presented to qualified
property owners of the District, for receipt by the City Clerk prior to the
conclusion of the public hearing on July 9, 2020, weighted according to the
proportional financial obligation of each affected property.
Section 3. The results of the tabulation of the valid property owner protest ballots
returned by the property owners within the District, prior to the conclusion of
the public hearing and the property owner protest proceeding held for the
District on July 9, 2020, is hereby confirmed and made a public record.
RESOLUTION NO. 2020-63
2
Section 4. The tabulation of the valid property owner protest ballots returned by the
property owners within the District indicates approval of the assessments and
maximum assessments allowed over the next two years.
Section 5. The City Clerk is hereby directed to enter this resolution into the minutes of
the City Council, which shall constitute the official declaration of the result of
the property owner protest proceeding.
Section 6. This resolution shall become effective immediately upon its adoption.
Section 7. The City Clerk shall certify the adoption of this resolution.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, on the 9th day of July, 2020, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
____________________________________
GINA NESTANDE, MAYOR
ATTEST:
______________________________________
GRACE L. ROCHA, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
RESOLUTION NO. 2020-64
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA ORDERING THE FORMATION/RE-
ESTABLISHMENT OF THE PRESIDENT’S PLAZA PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT AND THE LEVY AND
COLLECTION OF ASSESSMENTS FOR THAT DISTRICT, 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 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 resolutions, initiate
proceedings and order the preparation of a Management District Plan and Engineer’s
Report (hereafter referred to collectively as “Report”) in connection with the formation of
the President’s Plaza Property and Business Improvement District (hereafter referred to as
the “District”) and the establishment of maximum assessments to pay for the maintenance
and services authorized, including solid waste (refuse) collection services; the
maintenance and operation of the common parking lot areas, including the landscaped
areas, lighting facilities, and parking lot surface areas; and all appurtenant facilities and
operations related thereto; and,
WHEREAS, the City Council, pursuant to the Act, did, by previous resolution,
appoint an owners association, and this owners association shall cause to be prepared an
annual Report regarding the District for the City Council’s approval; and,
WHEREAS, the City Council called and duly held a property owner protest ballot
proceeding for the District, pursuant to the provisions of the Act and California Constitution
article XIIID, for the purpose of presenting to the qualified property owners within the
District the annual levy of assessments and maximum annual assessments over the next
two years, to pay for the costs and expenses associated with and authorized for the
District, as outlined in the Report; and,
WHEREAS, the protest proceeding was conducted with ballots presented to
qualified property owners of the District, that were to be received by the City Clerk on July
9, 2020 and weighted according to the proportional financial obligation of each affected
property. The tabulation of these protest ballots that property owners have returned has
indicated approval of the assessments and maximum assessments authorized over the
next two years; and,
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.
RESOLUTION NO. 2020-64
2
Section 2. The City Council desires to form the President’s Plaza Property and
Business Improvement District and to levy annual assessments for the
duration of the two years outlined in the Report, as authorized pursuant to
the provisions of the Act.
Section 3. The City Council hereby declares, pursuant to the Act and the method of
apportionment described in the Report, that the annual assessments shall
not exceed the maximum assessments and inflationary adjustments
approved by the property owners of record, and shall commence with the
first fiscal year beginning July 1, 2020 and ending June 30, 2022, to pay the
costs and expenses of operating, maintaining, and servicing any
improvements for the District.
Section 4. Following notice duly given, the City Council has held a full and fair public
hearing in connection with the levy and collection of assessments and has
considered all oral and written statements, protests, and communications
that interested persons have made or filed. The City has tabulated the
property owner ballots returned by the close of the noticed public hearing
and has determined that the property owners have approved the annual levy
and collection of assessments and maximum assessments over the next
two years, as outlined in the Management District Plan and Engineer’s
Report, and in compliance with California Constitution article XIIID.
Section 5. Based upon its review of the Management District Plan and Engineer’s
Report, copies of which have been presented to the City Council and which
is on file with the City Clerk, the City Council hereby finds and determines
that:
A. The territory of land within the District will receive special benefits from
the operation, maintenance, and servicing of the improvements and
appurtenant facilities located within the boundaries of the District.
B. The District includes all of the lands so benefited and is inclusive of all
parcels identified on the assessment diagram of the District.
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, 2020 and ending June 30, 2022, is apportioned by a formula
and a method which fairly distributes the net amount among all eligible
parcels, in proportion to the special benefits to be received by each
parcel from the improvements and services.
D. The assessments so described in the Management District Plan and
Engineer’s Report are consistent with the assessments approved by
the property owners within the District.
RESOLUTION NO. 2020-64
3
Section 6. The Management District Plan and Engineer’s Report and assessments, as
presented to the City Council and as on file in the office of the City Clerk, are
hereby confirmed as filed.
Section 7. 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”), commencing with fiscal year
2020/2021. The county auditor/controller shall enter on the County tax roll
opposite each parcel of land the amount of levy, and the levies shall be
collected at the same time and in the same manner as County taxes are
collected. After collection by the County, the net amount of the levy shall be
paid to the city treasurer.
Section 8. The city treasurer shall deposit all money representing assessments
collected by the County for the District, to the credit of a fund for the
President’s Plaza Property and Business Improvement District. This money
shall be expended only for the improvements described in the Management
District Plan.
Section 9. The adoption of this resolution constitutes the District levy for the fiscal year
commencing July 1, 2020 and ending June 30, 2022.
Section 10. The City Clerk is hereby authorized and directed to file the levy with the
county auditor upon adoption of this resolution.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, on the 9th day of July, 2020, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
_____________________________
GINA NESTANDE, MAYOR
ATTEST:
______________________________________
GRACE L. ROCHA, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
RESOLUTION NO. 2020-65
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA APPROVING AND ADOPTING THE
MANAGEMENT DISTRICT PLAN AND ENGINEER’S REPORT FOR THE
PRESIDENT’S PLAZA PROPERTY AND BUSINESS IMPROVEMENT
DISTRICT FOR FISCAL YEAR 2020/2021, AND APPOINTMENT OF AN
OWNERS ASSOCIATION
The City Council of the City of Palm Desert, California (hereafter referred to as the “City
Council”) does resolve as follows:
WHEREAS, 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”), property owners within the President’s Plaza Property
and Business Improvement District (hereafter referred to as the “District”), representing
more than 50 percent of the proposed assessments to be levied, have presented to the
City Council a written petition for the formation (re-establishment ) of the District; and,
WHEREAS, the City Council pursuant to the Act, did, by previous resolution, direct
the Assessment Engineer, Willdan Financial Services, (hereafter referred to as “Engineer”)
to prepare and file a Management District Plan and Engineer’s Report (hereafter referred
to collectively as “Report”) in connection with the formation of the District and the
establishment of maximum assessments, to pay for the maintenance and services
authorized, including solid waste (refuse) collection services; the maintenance and
operation of the common parking lot areas, including the landscaped areas, lighting
facilities, and parking lot surface areas; and all appurtenant facilities and operations related
thereto; and,
WHEREAS, the City Council has examined and reviewed the Report, as
presented, and is satisfied with each and all of the items and documents as set forth
therein, and finds that the levy has been spread in accordance with the special benefits
received from the improvements, operation, maintenance, and services to be performed,
as set forth in the Report; and,
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. The Report, as presented, is hereby approved and ordered to be filed in the
office of the City Clerk as a permanent record and to remain open to public
inspection.
Section 3. Pursuant to the Act, the City Council hereby appoints the President’s Plaza
Owners Association as the owners association for the District. This owners
association shall cause to be prepared a Report for each subsequent fiscal
RESOLUTION NO. 2020-65
2
year for which assessments are to be levied and collected. These annual
Reports 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.
Section 4. That the City Clerk shall certify to the passage and adoption of this
resolution, and the minutes of this meeting shall so reflect the presentation
of and final approval of the Report and the appointment of the District
owners association.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, on the 9th day of July, 2020, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
______________________________
GINA NESTANDE, MAYOR
ATTEST:
______________________________________
GRACE L. ROCHA, ACTING CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
P93
PALM DESERT
City of Palm Desert
President's Plaza Property and
Business Improvement District
MANAGEMENT DISTRICT PLAN
AND
oelr E OINEE 's REPORT
,
FISCAL YEAR 2020/2021 To 2021/2022
W"WILLDAN
ENGINEER'S REPORT F T AFFIDAVIT
City of Palm Desert
President' Plaza I
Property and Business Improvement District
City of Palm Desert
Riverside Counter, 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
2D 01 021 as they exc stiad at the time of the passage of the Resoltatlon of
Intention. Reference is hereby made to the Riverside County Assessors maps
for a detailed description of the lines and d mansieos of parcels within the
District. The undersigned respectfully submits the enclosed Report as directed by
the City Council -
Dated this "' ._._day of `. ELI
Willidan Financial Services
Assessment Engineer
On Behalf of the City of Pakm Desert
B:
tacee Reynolds, Senior Project Manager
District Administration Services
By: � L-all-W /� -
Rlchard KepE�cky
R - - E - * 16742
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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.. ........ — 7
Method of Apportionment Rationale
7
Parking Lot Irnproverneots and Services
7
Solid Waste (Refuse) Collection
l
Method of Apportionment Calculations
1a
Apportionment of Direct Costs
10
Apportionment of Indirect hosts
1
Total Annual Assessment
12
Annoal Budget Adjustments
13
DESCRIPTION OF BUDGET ITEMS.. ...... — ............................................... 14
Direct Benefit Casts
14
Indirect Beneft Costs
15
Lover Breakdown
15
District Statistics
1
District Budget
17
APPENoi C A ----- ASSES SMENT DIAGRAM ............................................... -1
APPENDIX B — PARCEL LEvy I INFORMATION .......................................... B-1
APPENDIX C —ASSESSMENT ROLL ..................................................... -1
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Overview
Introduction
The City of Palter Desert ("City") previously formed and established the President's
Plaza Property and Business Improvement Assessment District ("District"° beginning in
Fiscal Year 199811999 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 XI[ID ("Proposition 18").
The District was successfully formed for a term of five years ending in Fiscal Year
00 / 00 . Subsequently, the District was renewed for five -gear terms in Fiscal Year
0012004, 200812009 and 2015J2016. 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 anew the
District for a maximum term of ton (10) years.
This combined Management District Ptan and Engineer's Report hereinafter referred to
as "Plait" 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
organiution of a business improvement district in accordanoe 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 {s 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, a tavitiesr 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 DistriCtr 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 identity on the tax roll parcels and
properties assessed for taxes, special assessments, and fees and charges.
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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. Ail
services. projects, maintenance, and professional and adminl stratlon services are
provided solely to properties within the P81D 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 P610, representing more than 50
percent of the proposed assessment to be levied mast be submitted to the Palm Desert
City Council in order to proceed with the District renewal/formation. 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 Gntention 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 Depart (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.
VVithin 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.E 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 CaJiifomia 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 Distdct Plan. Pursuant to the California Constitution, the City Council will
tabulate property owner assessment ballots received from property owners to determine
*hether a majority protest exists. If it is determined and declared by resolution that
majority protest does not exist, them 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
c+nmer's association shall make recornmendations to the City Council regarding the
202W2021 Prrssirrenr 5 Plaza Prmper4y ignd $uslne-_a frripmvRmfinl Omidd Pagn
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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 casts 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.
2102012021 PranidPnt,s PIQzo Prnpardy and $"mass fmtaramrnent DIM d t pagr 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 () non-contiguous and
non -assessed parking lot parcels and one (1) non -assessed easerneWwalk ay panel,
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 Frey Avenue); and President's Plaza West (the area west of San Luis
Rey Avenue) loc6ted 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 relaxed 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 satsfactory wriftw 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
arEd 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 lrr+gation and electrical
enemy. The speck improvements and activities include:
• Parking lot landscaped areas: including, but not limited to, ground corer,
shrubs, trees, punts, irrigation and drainage systems and associated
appurtenant facilities;
* Parking lot lighting facilities: including, but not limited to, bulbs, fixtures,
poles, wiring, and electrical energy:
• Debri's 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.
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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 Benefit
All assessed properties within the Distrid receive speclai benefits frorn 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 benefits of lighting (panting lot lights) are the convenience, safety. and
security of property, improvements, and goods. Specifically,
1. Enhanced deterrence of crime and the aid to polio protection;
. increased nighWme 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,
H. The special economic enhancement to the properties and their ability to
attract and sustain business and corn merciai activity as a result of the
benefits identified above_
The benefits associated with landscaped islands and medians within the parking lots
are pecifically-
1. improved aesthetic appeal of the parking areas and nearby parcels;
. Improved dust conlrol;
. Enhanced adaptation of the urban environment within the natural
environment;
4, improved traffic circulation:
5. A positive representation of the businesses within the District;
E Centralized locations for refuse rollect1on 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_
*U01202i PMjjjdant -, PlaZa PMpefrky gnd BLlsln s frnpmmmenl OwIflct pagv 5
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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. 1Mproved dust controi;
. 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;
. 1rnprove d traffic circulation within the parking areas;
3. Enhanced aesthetic appeal of the parking areas and the properties that are
associated with the parkiing 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 rosult 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 IMproVernents and the corresponding assessments have been
identifed as providing 100% special benefit to parcels within the District,
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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 are 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 medlons,
maintenance and operation of lighting facilities, parking lot maintenance, and sweeping
services_ Each assessed panel within the District receives a direct and spacial benefit
from these improvements and wifl 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 (6 7-2'12-016, 627-2 1-011, and 627-222-D43),
and orie easernent1walkway parcel (27-222-04) 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 an the approximate front
faatage adjacent to the parking areas. Most parcels within the District front the parking
lots on only one side. Ta ensure a reasonable and equitable apportionment of special
benefit, parcels that front the parking lot on more than one side (Darner 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 wilection based on the building square footage of the structures
on each parcel.
In determining the method of a ppa rtion m ent 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
012021 r'nr,;ifj m! 5i P1 QZa Prnp" wpd BLIskne--S Wnpmmman! Ovsarirr pagn 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, estab[ishing a method of apportionment that is dasiness-
speeific rather than parcel -specific would likely result in annual changes for each
parcels 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 gears. 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 reasonabie 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 rioted 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 (Le.,
number of loins, 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
reviewer} 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 annuai 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. HOWeVerr most operating reserves are typically less than 50%. but
greater than % of all annual operating expenses.
b. Reduced Assessments — After reviewing the Reserve Account, any cost savings
not applied to the Reserve Account (Deserve Fund Collection) will be passed on to
each parcel within the District by reducpng their annual assessment for the next ffscal
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 airy) will be
reviewed and applied as follows:
a_ Increased service District -wide T When the current District was renewedJormed,
an assessment range formula was approved_ This formula provided for anticipated
cost of living increaSeSr but also allowed some flexibility for increased costs clue to
*U012021 Pn-g'rdent s Plaza Prnp&r4y onrr BLlsln s frnpmmmanl Ousidd page, 8
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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 are 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 cast 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 increased service to
other properties within the District. Therefore, if a business requires an increased
level of service, that partloular business owner or the owner of the property on which
the business is located, must pay the resulting cast 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 an 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 accessibiM
permits.
Any combination of the above.
The costs associated with the increased level of service shall be the obligation of the
business andlor 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 additionai 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 wlitten 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 ownerfbusiness 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 hauier or the City if at all pus sible.
202012021 F M9'rr1Rn! 5 Plaza PmparkyOnd RLlslne--s frnpFummon1 OiRlfiq[ F'.icp- ti,
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Method of Apportionment Calculations
The apportionment of benefit within the District utilizes a weighting factor Known as an
Equivalent Benefit Knit (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 othar 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 front footage to the parking lots,
The sure 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 parceI'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 Ccst 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 casts and services -
The rate applied to any one improvement or service may exceed the maximum rate
originally established, provided the parcel's cornb{ned assessment does not exceed the
combined maximum assessment established for the property (excluding changes in
land use or development) -
The Counter requires that all annual assessments kevied and submitted for collection on
tax bills be rounded to the nearest even penny, thus allowing the total assessment to be
split into two installments. In order to comply with the ounty'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 ity'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-
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Total Refuse Costl Total Building Square Footage = Bate per Buildings Square
Foot
Rate x Parcel Building Square Footage = refuse Assessrnant
Note, For purposes of calculating the refuse assessment, the building square footage for each parcel has
been rounded to the nearest hundred square feet, Rerar to Appendix "B for building square footage
applied.
Table 1 orovides the Refuse assessment rates for Fiscal Year 202012021 through
Fiscal Year 202112022. — - -
Table 1: Building Size Proposed Rates
Fiscal Year 202012021 $0.5815
Flscal Year 202112022 $0.5990
There are currently forty-two (42) developed commercial properties within the Distract
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 Fate per front foot_ This Bate is multiplied by each parcel's
applied front footage to calculate the parcel' proportionate share of the parking lot
maintenance costs.
To tat tot Cost! To tat Front Footage = Rate per Front Foot
Bate per Front Foot x Panel Front Footage = Parking L o f Assessm ant
Note: For purposes of calculating the parking lot assessment, each parcel's rront footage is based on the
parcel's footage rounded to the nearest five feet. Refer to Appendix "B" for front footage applied.
202012021 Pre9idarrl's Plaza Pmparty and SU5in �*s lmprDv ment OWdct Page f I
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Table 2 Drovides the Parkinct Lot assessment rates for Fiscal Year 202012021 throuah
Fisca I Year 2021 �2022.
Table : Parking Lot Proposed Rates
Fiscal Year 202012021 $16,5020
Fiscal Year 20-1120 2 $1S.MTI
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 proportiional 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
est@blished 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 orovides the District's Indirect Cost amounts for Fiscal Year 20 012021 threLiah Fiscal
Year 202112022.
Table 3: Total Proposed Indirect Costs
Fisca; Year 202012021 533.885.00
Fiscal Year 202112022 $34.901.55
TotalAnnual 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
rrMaimum amount projected_ The maximum projected amounts were determined by
2G2012021 P1-asid2n1'!i Plaza Pmpartyand DWsknesa fmprovemfln! Desirld Page 12
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applying an annual inflationary factor of three percent ( %) 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 MID 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 (13%) to three percent
(3%). Adjustments may differ frorn year to year depending on the service needs
Identified by the owners' association. In any went, 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 ar7nual
a di u strn ent., to adjust: for surpluses or deficits that are carried forward.
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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.
Landscape Water — Utility cost to furnish water required for landscape
irrigation.
Landscape Eieceric — 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 s sterns.
Lighting — The fumishing of electricity required for the operation and
maintenance of the fighting facilities (parking lot lighting, including but not Ifmited
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 facifities. The fr quency and specific maintenance
operations required within the District is dater -mined by City staff, but slurry
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 bias 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 aMdant's Plaza Pr parlyignd SL skn&Ss frriprvvQmFina Qr5ldd r'.1Gf7
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Indirect Benefit Casts
District Administration — The frost to all departments and staff of the City, for
providing the coordination of DistrIct services, operations and maintenance of the
District, response to pudic 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 Adminis"tion 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.
Misceiianeous 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 oollection of funds
to operate the District from the time period of July 1 (be -ginning 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 casts 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 Defioitl trrpftrs — This item may include anticipated Hosts 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 Hosts and expenditures for the District are less than the amount
budgeted and collected in the prior fiscal year, the District has a Beginning
202012021 Pmsidpn1'S Plaza Pmparly snit SLlsknL--a fen pmmmmo Dumdcf P:rgr 1 r�
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Balance Surplus_ When a surptus 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 nor -District or Distract sources
including City General Fund Contributions or interest earnings on the Reserve
Fund.
Balance to Leery —This is the total amount to be levied and collected through
assessments for the curfent fiscal year. The Balance to Levy represents the sum
of Total Direct Costs, Indirect Costs, Revenue Deficits, Other Revenue Sources,
Revenue Surpluses_ and Contribution Replenishments.
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. Jon -assessed lots or parcels include easements, common areas,
and panels within the boundaries of the Distract that currently do not benefit from
the improvements.
Total Building Square Footage T- This is the sure total of the building square
footage applied to parcels within the District.
Total Parking Lot Front Footage (parking let) — This is the sum total of the
parking lot front footage applied to parcels within the District.
Levy Dace 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 Fate 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 four decirnal places.
Levy Rate per Front Foot -- This amount represents the Rate being applied to
each parcels 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
tour 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 ReseT-ve Fund
Collection. A maximum rate of fifteen percent {15%) has been established. It i
anticipated that the maximum arnount will be collected each year in order to
establish and maintain a reasonable Reserve Fund,
202012021 Pra91dan1's Plaza Pmparlyand SL sknL—_s Wripmmmiana Daidd Page M
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District Budget
The District Budget shown on the following page (Table d) 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 remmmendations for
any changes or adjustments to 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 Deport without
first obtaining property owner approval through assessment ballots.
*U012021 PrsaMdant s Playa Pmpefrky ignr! BLlsln s frnpmmmflnl Owldc,C PRge 17
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Direct Betm t Costs
t hilairdee+VnC6 C05K
Landscape Utili4es
Lwidsuape Repairs
I'Ascellaneous
Ligtltirlg
Sweeping Services
Parking Lot Maintenance
Service Subtotal (Based on pai$6ng lot Footage)
Solid Waste Removal Services
Service Subtolat (Elssed on building squmu -- footagi� )
Total Direct Benefit
OdrreCf Costs
District Administration
GountyAdmtnistration Fee
County Per P•arcet Fee
Wiscellanecus Expenses
Admin'isiYative Subtotal
Reserve Fund Collection 6%)
Tout Indieect Cost 19
Levy Breakdown
Total Ned and Indirect its
Anticipated Deficit or Surplus
Other Revenue Sources
Balance to Levy
District statistics
Total Parcels
Total Parcels To Levy
oWl Building Square Footage
otal Front Footage (Parking Lot)
Levy Rate per Building Square Foot
9;a increase
Le-,y Rate per Front Fact
� arlcr�a��
Levy Rate for AdmiNReserves
Reserve Fund Balance
Previous Balance
Estimated Ending 13i�43nce
5,ODD,00
5
+5,f50.00
15,0w-00
15,450-00
14, 50[}.Oa
14.R35.00
5.004.00
5,150.00
5,400-00
5,-00
13.ODD.00
13.394-00
57,90100
7
sq'637ma
$ 168,O00-00
S
173,040-00
S 168IODD.00
S
173.040.00
$ 225,9DUD
S
232,671.00
15,183.11
S
15,638-60
196.34
204.29
19-15
19-73
$ . 7.1 WA2
5
7_4Q5 0$
$ 22,590.00
S
23,267.70
$ l 1.2% 00
5
11.6318ri
33,885.00
S
34,901.55
259.785.00
5T. 78-bra
259.785,00
S
267,578.55
3,00%
4600
46.00
4200
42-00
288,900.00
256.900-00
3,735
3,735
S 0-5815
S
0-5990
3-OD%
S 15-5020
S
15-9671
3.00%
1523%
15-00%
$ 163,602-15
$
174,897-15
S 174.897.15
5
186.531.00
Tots-:nd!rerr<c stare'f%oftototalUi;reabeneftcosts,indudinga6%co1Feuuonfuwmserves.
OC , . :. FY M21-202 Maminmm anrrial 3s5essetvnts Im direct costs and indiiem oasis represent % 3% increase ovEr ulw
Rrevb s term-
S"O": CRY Or Pifm D*Het '/ imri 1:7ww-003 s4emits
. . appl*d in ina
02012021 PrasideM's Plaza Property end Busmaz5; impfevement District Page 18
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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 6 7r Pages 212, 221 and 222. The Assessment
Diagram will be kept on file with the City Clerk of the City of Palm Desert.
202012021 Pe sldam's Plaza PrWerty and Bumpsa Irnpruvarnwnt DistrvoL Page A.1
MAP OF PROPOSED BOUNDARIES
PRESIDENTS PLAZA
PROPERTY AND BUSINESS IMPROVEMENT DISRICT
WY OF PALM} DESERT
COUNTY OF FUVERSIDE
STATE OF CALIFrjkN lA
Hwy 117
PALM DESERT_
EL PAS50
1
r
_ z
n I a
�o
d29 r-
d F SE0
f-
PALM linen-f
Assessar�s Assess'ats
ft D Parcel C unbar MW ID Parcel Numbu
flop
C
Assessors Assessor's
Parcel Nurd}er }t O Parcel NirrbEw
I 627-212-0U2 13 627-212-Gt7 25 627-222 000 37
627-22243a
2
fi27 212-0<T3
14
627-2221.001
26
627-222-014
38
E27-222-041
3
627 212-004
15
627-2?i DW
Z7
677-Z2, 013
39
fi27-27�-042 I
k
e�T-�124)05
16
fi27-221-W4
2S
677-222.-D2i
40
67.7-2— 72-M
5
527-212-006
17
627-221-0M6
29
fi27-222-024
41
fi27-222444 I
6
627-212-009
19
627-221-009
30
627-222-025
42
627- -049
7
627-212-010
114
fi27-221-Dt0
31
627-222-026
43
627-222-052
a
627,212-1011
20
627-22i-011
32
627-222-027
44
fi27-222-053
Legend
4
fi27-212-012
21
627-2224102
33
627-222-028
45
fi27-222-055
DIstnct Boundary
1D
` ti
627-212-014
627-212-015
22
23
62i-222-003
627-222-004
34
35
527-2224)2'3
627-222-�60
46
b-27-222459
12
627.212.016
24
627-222-W6
36
627-222.034
VVWILLDAN
EL PASEO
O
d
YIu,
2020=21 PresidenCe Plaza Property and Bus-rrrass Improvement Dkstricc Rage A-2
*O'WILLDAN
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 parcels
proportionate share of all District Costs,
A2W021 Pnasidenfu Plaza Property and BuMnoss improvement Uostriut Page B-1
NVWILLDAN
Table B., Parcel Information
1
iB27-212-042
73669
HIGHWAY 111
50.00
50.00
3.885
3,940
2
U7-212-003
73677
HIGHWAY 111
200.00
200.40
8,650
5,700
3
627-212-1304
73731
HIGHWAY 111
100.00
14D.00
6,W5
8,5w
4
627-212-D05
73640
EL PASEG
171.55
170.00
12,132
12,100
5
627-212-106
73660
EL PASEO
550.00
50.CO
5,820
5,800
5
627-212-W9
736W
EL PASEC
50_GD
50-00
8,150
8,200
7
627-212-010
73700
EL PASEO
50.00
50.00
3,2141
3,200
a
627-212-011
73710
EL PASEO
50.00
50.00
5,030
5,000
9
627-212-012
73722
EL PASEO
50.00
50.00
2.400
2,400
10
527-212-014
73730
EL PASEQ
50.0v
50.00
5,000
5,000
11
527-212-015
73625
HIGHWAY 111
M-55
22000
20,927
21,000
12
627-212-1116
.
13
627-212-017
7367D
EL PASEG
100.011
1D0.00
10,238
10,200
14
527-221-001
73741
HIGHWAY 111
50.00
50.00
4,750
4,800
15
627-221-002
73750
HIGHWAY 111
50.011
50.00
4,750
4,800
16
627-221-0(A
45145
SAN LUIS REY AVE
213.02
215.00
18,182
18,200
17
627-221-008
73740
EL PASEO
50.00
50.00
5.300
5,300
18
627-221-009
73750
EL PASEO
%00
5000
4,563
4,640
19
627-221-010
73801
HFGHWAY i11
225.16
225.00
1,568
1,600
20
627-221-011
_
-
?1
627-222-D02
73845
141GHWAY 111
50-011
50.00
4,4$5
4,400
22
b27-22_ -M3
73951
HIGHWAY 111
50.00
50.OQ
3,250
3,300
23
627-222-W4
73%1
HIGHWAY $11
50.90
50.M
3,250
3,300
24
627-M-005
73873
HrGHWAY 111
50.011
50.00
3,000
3,000
25
627-222-008
73891
HIGHWAY 111
100.00
t00.00
6,712
6,700
26
627-222-014
73965
HIGHWAY 111
50.00
50.00
4.692
4,700
27
627-222-015
72901
HIGHWAY 111
50.00
50.04
3900
3,900
28
527-222-p21
KOO
5000
3,762
3,800
29
627-222-024
73900
EL PASED
50.00
50.00
5,050
5.100
30
152T-222-1325
73910
EL PASEG
50.00
50.00
5,000
5,000
31
52T-222-026
73920
EL PASEO
50.00
50-00
5,0DO
5,000
32
627-222-027
73930
EL PASEO
50.0I3
50.00
5,150
5,200
33
627-222-028
73940
EL PASEO
50.00
50.OQ
4,950
5.00C
34
627-222-029
73950
EL PASEO
50.00
50.00
4.800
4.000
35
627-222MCI
50.00
50.00
4.950
5,000
36
627-222�034
73925
HIGHWAY 111
100.00
100-00
6,276
6,300
37
627-222-038
73890
EL PASEO
160.00
100-00
9,900
9,90d
38
fi27-222-041
73885
HIGHWAY 111
75.00
75.00
5,925
5,900
39
627-222-042
-
-
-
-
40
527-7 -043
45211
F30RTOLAAVE
-
-
-
-
41
627-M-044
739M
EL PASEO
140.63
140_00
13,3M
13.300
42
627-222-048
73941
HIGHWAY 111
100.00
100.00
7,825
7,600
43
627-222-052
73820
EL PASEO
251.69
250.00
11.634
11.700
44
627-222-D53
73033
HIGHWAY 111
151.69
150.00
8.238
0,200
45
627-222-055
73970
ELPASEQ
100.013
IDO-00
15,017
15,000
46
627-222-056
73993
HIGHWAY 111
140JOD
140.00
9,312
9,300
Total
3,140.29
31735.00
288.566
2138.906
' A,sS45pgr P,7r�p[ Nu+�.s $�7-217�76.627-32f�11 927-�i�l, xld $ZT-22''-0�3 ire R� � � f7sbi�'s Rv4rq lu4 xld ya�oal $i7-Z3i-042 6 a
eawment*;11" g. use pwGefs am nat assessed.
So mr Fii mkie (koirrSy Ea u z d RUA. W dda Fwkinmal S&vk sS
02012021 Prasidenfs Plaza Property and B4islness improvement District Page Bw2
try WILLDAN
Appendix C —Assessment Boll
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.
20200 1 Prwsidenft ply propf I' Find Boor sa Ir% rovemSnt Vivio Pag-4 1
NVW I LLDAN
Appendix C -Assessment Roll
i
7-212-002
73%9
HIG"AY 111
32,267.85
5775.10
S456.dd
53,49I}.39
2
627-212-003
T3677
HJGHVVAY 111
5.059.05
3,100.40
1,223.92
9.393.37
3
627-212-004
73731
HIGHWAY 111
4.942.75
1.55020
973.94
7,466.09
4
627-212-005
73640
E1 PASEG
7.036.15
2.635.34
1.460.72
11.122.21
5
627-212-006
736W
ELPASEO
3.372-70
775.10
622.17
4.769.97
6
627-212-0d9
73M
EL?ASEO
4.768.30
775.10
82,151
6,374.91
7
627-212-010
73TOO
EL PASEG
1,9A80.80
775.10
395.39
3.031.29
9
627-212-011
72710
EL PASE0
2.907.50
775.10
552_39
4,234.99
9
627-212-012
73722
ELPASEG
1,395.60
775.10
325j5l
2,496.31
10
627-212-014
73M
EL PASEO
2.907 54
775.10
55232
4.234.99
it
627-212-015
73825
HIG+gWAYItI
122t150
3,410.44
2,343.29
17.9&5.23
12
627-242-016
ODD
0.00
ODD
0.00
13
627.212-017
73570
EL PASEG
5.931.30
1,55G_20
1122.23
8,603.73
14
627-221-001
73741
HI 1VYAY 111
2.791-2D
775.10
534.95
4,101.25
15
627-221-002
73759
HIC44WAY 111
2,791.20
775.10
534.95
4,101.25
16
627-221-004
73150
EL PASEG}
10.583,30
3,332.93
2.087.43
16.003.56
17
527-221-008
73740
i=G PASM
3,081.95
775.10
576-56
4.435.61
79
627-221-0C9
73750
€L PASEG
7-674.90
775.10
517.50
3.957-50
19
627-221410
73801
HIGHWAY 111
930.40
3.497.96
667 75
5,081.10
20
627-22T-011
(IM
0.00
0A0
9.00
21
627-:22-002
73D45
HICz#MAY111
2,55e8.60
775..10
5w06
3233.76
22
627-222-003
73951
HG#iWAY 111
1.918.95
775.10
4414.11
3,09&16
23
627-222-004
73861
HICA-SWAY 111
1,918.95
775.113
4114.11
3M 16
24
627-2224X5
73971
HiGHW.AY 1 41
1.744.50
775.10
377.94
2,897.64
25
$27-222-008
13891
911GI-IWAY 111
3.896.05
1.550.20
B16N
6263.19
26
627-222-014
73965
HIGHWAY 1t1
2.733.05
77510
526.22
4.034.37
2T
627-222-015
73991
HIGHWAY 111
2,267.85
775.10
456.44
3,49R39
23
627-222-021
2,209.70
77510
447.72
3,432.52
29
627-222-024
739M
EL PASEG
2,965.4+5
775.10
5E1.11
4.301.86
30
627-222-025
73910
EL PASEG
ZM7,50
775.10
552.39
4,2 4.99
3t
627-222.026
739M
EL PASEG
Z907.56
775.10
552.39
423A.99
32
627-222-027
73930
rzL PASEG
3.023.80
715.10
5M.84
4.260.74
33
627-222.029
73940
1rL PASEG
2.907 50
775.10
55239
4r234.9B
34
627-222-029
73950
€L PASEG
Z79120
775.10
534.95
4,T4i.25
35
627-M-030
73956
EL P,ASEO
2,9D7 50
775.10
55239
4,2u.99
36
627-222-034
73925
HII%HNAY 111
3.663.45
1,550.20
782.05
5,995.70
37
627-:22-038
7399Q
EL PASEG
5.756.85
1,55020
1.0%.06
8.403.11
39
627.222-041
73995
1iIGI-WAY 111
3.430.$5
1,162.65
689.03
528253
39
627-222-042
0.00
0.00
ODD
0.00
40
627-222-043
9MA
Ia WA
0.00
0.00
0.00
0.00
41
627-222444
73. M
EL Pr1 EO
7,733.95
2,170.28
1.485-63
11.399.86
42
627-227-048
73941
HIGHWAY It
4,535.70
1,554.4
912.99
6,9%.79
43
627-222-052
73820
EL PASEG
6.603-55
3,875.50
1,601.86
12,280.91
44
627 -053
73033
HIGHWAY 111
4.768.30
Z325 30
i,064.04
8.157.64
48
627-222-055
73970
EL PASEG
8.722,50
1,55030
11540,91
1t B13bi
46
627-222-0-q
73993
HIGI-I AY 111
9.40795
2,170.28
1,136-73
8.714.96
TMIS ""
$167,995635
357,899.97
533.884.34
$259.779,66
'' Z)4o to rpua ing. t c r.py vary from #10 3igrot 5�KVk4 gaN4 4.
'Zxffcus; HYws+dv Cc-" Sacued Rod: YViRdan FrLxnei;-1 S*rnces
202012021 President's Plaza Property and Business Improvement pistrM Paaa C-2