HomeMy WebLinkAboutSonata II Assessment District CITY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
TO: Honorable Mayor and City Council
FROM: Martin Alvarez, Senior Management Analyst
DATE: April 25, 2002
SUBJECT: SONATA II ASSESSEMENT DISTRICT
Recommendation:
Staff recommends that the City Council:
1. Proceed with the initiation of the Sonata II Assessment District levy increase.
2. Approve the Preliminary and Final Engineer's report and proceed with the
balloting process having the property owners decide upon the proposed
FY2002/2003 Lighting and Landscape budget.
Background:
At the April 11, 2002 City Council meeting, Mr. Bill Besse spoke under Oral
Communications concerning his proposed assessment district levy increase. Mr. Besse
resides at 40685 Cabana Court, within the Sonata II subdivision. Sonata II is located on
the north side of Hovley Lane West and contains 94 parcels. Under the Sonata II
Lighting and Landscape District (LLD) the City maintains 1,700 feet of linear frontage
and two streetlights. The current assessment district levy is $44.65 per parcel per year
and the proposed levy for FY 2002/2003 is $284.04 per parcel per year.
Over the past five years, the City has held the existing levy constant by utilizing both the
assessment district reserve fund and the City General Fund. This year the City has
elected to reevaluate all of the City Assessment Districts and increase the levies to
cover the actual cost of maintenance, utilities and the administration.
At the current rate, which is $44.65 x 94 parcels, the district collects $4,197.10. Last
year, the total cost to maintain the district was $16,626. The district had a deficiency of
$9,894. The deficiency was covered by the district reserve fund using $9,894 and a
contribution from the City General Fund of $2645. With current levy collected
($4,197.10) the assessment district barely has sufficient funds to cover the cost of water
and electricity totaling $3,830.
The Sonata II LLD budget for this year includes an annual allocation of $4,000 to
provide for renovation of the existing landscaping (see attached proposed FY
2002/2003 budget). The existing landscaping has a significant amount of turf, large
shrubs and mature trees. The renovation of the district will include removing the
existing turf and replacing with it with drought tolerant plant materials, drip irrigation and
decomposed granite with all healthy trees remaining in place. This expense can be
removed from the proposed levy reducing the cost per parcel to $224 per year. The
district landscaping is outdated and as a result the cost is higher to maintain.
All property owners with the Sonata II LLD will be receiving a ballot in May 2002 to vote
on the new levy. A majority vote of the returned ballots is required to approve the new
levy. A public hearing will be held on June 27, 2002.
If the new levy is not approved, the City and the residents will face the following options:
• A decrease in the level of service to reflect the current levy of $4,197.10. This
option most likely will result in the elimination of all plant materials except healthy
trees, which would receive minimal maintenance.
• Continue to subsidize the cost of maintenance and administration of the district
from the City's General Fund.
If the City is faced with one of the two above options, staff recommends that the level of
service be reduced to match the current levy collected. This would not include any
additional contribution from the City General Fund.
Submitte i)14„
ARTIN ALVAREZ S" E' NIGHT
SENIOR MANAGEMENT ANALYST LA D;.CA' : MANAGER
REVIE A ED AND CONCU :
• C ARD J. FO ERS, P.E.
ASSISTANT CI Y MANAGER FOR DEVELOPMENT SERVICES
REVIEWED AND CONCUR:
CARLOS L. ORTEGA DIRECTOR OF FINANCE
CITY MANGER
2
Consolid Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report,Fiscal Year 2002/03
TABLE IV ZONE 6 HOVLEY LANE SONATA 2
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $11,820 $0 $11,820
Landscape Utilities 3,600 0 3,600
Landscape Extras(Repairs/Materials/Equipment) 1,400 0 1,400
Tree Pruning 1,250 0 1,250
Street Lighting 230 0 230
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 18,300 0 18,300
Renovation/Capital Improvement Expenditures 4,000 0 4,000
Total Direct Costs 22,300 0 22,300
ADMINISTRATION COSTS
District Administration 3,728 0 3,728
County Administration Fee 2 0 2
County Per Parcel Fee 19 0 19
Administration Costs(Subtotal) 3,749 0 3,749
LEVY BREAKDOWN
Total Direct and Admin.Costs 26,049 0 26,049
Reserve Collection/(Transfers) 651 0 651
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 26,700 0 26,700
DISTRICT STATISTICS
Total Parcels 94
Total Parcels Levied 94
Total Equivalent Dwelling Units • 94.00
Levy per EDU $284.04
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 651
Anticipated Reserve Balance 651
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $44.6599
Maximum Assessment Rate Proposed FY 2002/03 $284.0400
CPI Applied: 2.70%
MuniFinancial Page 38
Iiiiimp
PRELIMINARY MINUTES
REGULAR PALM DESERT CITY COUNCIL MEETING
THURSDAY, APRIL 11, 2002
CIVIC CENTER COUNCIL CHAMBER
I. CALL TO ORDER
Mayor Kelly convened the meeting at 4:02 p.m.
II. PLEDGE OF ALLEGIANCE - Mayor Richard S. Kelly
III. INVOCATION - Mayor Pro-Tempore Jean M. Benson
IV. ROLL CALL
Present: Excused Absence:
Mayor Pro-Tempore Jean M. Benson Councilman Buford A. Crites
Councilman Jim Ferguson
Councilman Robert A. Spiegel
Mayor Richard S. Kelly
Also Present:
Carlos L. Ortega, City Manager/RDA Executive Director
David J. Erwin, City Attorney
Sheila R. Gilligan, ACM for Community Services/City Clerk
Richard J. Folkers, ACM for Development Services
Justin McCarthy, ACM for Redevelopment
Homer Croy, Director of Building & Safety
Philip Drell, Director of Community Development
Paul S. Gibson, Director of Finance/City Treasurer
Teresa L. La Rocca, Director of Housing
Joseph S. Gaugush, Director of Public Works/City Engineer
David Yrigoyen, Director of Redevelopment
Rachelle D. Klassen, Deputy City Clerk
V. ORAL COMMUNICATIONS -A
MR. BILL BESSE, resident of Sonata II development, addressed the Council about
..7y ...._
his concern for the significant increase in the amount of assessment on his
property, which is subject to one of the City's assessment districts. He said his
assessment in the past had been only $44.78 per year; however, the proposed
increase was approximately 600%, to $284.04 per year. In addition to the
landscaping along Hovley Lane West, his subdivision was responsible fortwo street
PRELIMINARY MINUTES
REGULAR PALM DESERT CITY COUNCIL MEETING APRIL 11, 2002
lights on Hovley Lane. He felt while these lights contributed to the overall safety in
the City, they really did not do the homeowners in Sonata II any good. He
suggested the City either pay for the operation of the street lights or turn them off.
He also suggested that the City remove the grass along Hovley Lane and replace
it with river rock to greatly reduce the maintenance costs. He noted the Sonata I
homeowners, a subdivision of only 16 homes along Hovley Lane with a wall next
to Portola Avenue, had a proposed increase from $133.58 per year to $1,059 per
year, or approximately 800%.
MR. DENNIS CUNNINGHAM, residing at the intersection of Ironwood and
Shadow Mountain, said he was one of several neighbors concerned about the
traffic flow and speed on Shadow Mountain. He asked that the City consider
installing a stop sign at this intersection.
MR. JOHN McLEAN agreed with Mr. Cunningham's comments and presented a
neighborhood petition in support of a stop sign at Ironwood and Shadow Mountain.
VI. AWARDS, PRESENTATIONS, AND APPOINTMENTS
A. PRESENTATION TO RECOGNIZE THE CITY OF PALM DESERT'S NEW
HOUSEHOLD HAZARDOUS WASTE FACILITY — THE
COACHELLA VALLEY'S FIRST.
This matter was rescheduled for the meeting of April 25, 2002.
VII. CONSENT CALENDAR
A. MINUTES of the Regular City Council Meeting of March 28, 2002.
Rec: Approve as presented.
B. CLAIMS AND DEMANDS AGAINST THE CITY TREASURY - Warrant
No. 79.
Rec: Approve as presented.
C. CITY/AGENCY PORTFOLIO MASTER SUMMARY for the Month Ending
February 28, 2002 (Joint Consideration with the Palm Desert
Redevelopment Agency).
Rec: Receive and file.
2
CITY OF PALM DESERT
ENGINEER'S ANNUAL LEVY REPORT
Consolidated Palm Desert
Landscaping And Lighting District
Fiscal Year 2002/03
' ii,.
INTENT MEETING: April 25, 2002
PUBLIC HEARING: June 27, 2002
4Z! MuniFinancial
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ENGINEER'S REPORT AFFIDAVIT
Formation of and establishment of Annual Assessments for the:
Consolidated Palm Desert Landscaping and Lighting
District
City of Palm Desert
Riverside County, State of California
•
This Report identifies all the parcels within the District and all relevant zones therein, 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 day of , 2002.
MuniFinancial
Assessment Engineer
On Behalf of the City of Palm Desert
By:
Sandra L. Higginbotham, Project Manager
District Administration Services
By:
Richard Kopecky
R. C. E. # 16742
TABLE OF CONTENTS
I. OVERVIEW 4
A.Introduction 4
B. Compliance with the Current Legislation 5
C.General Description of the District and Services 7
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES 10
III. METHOD OF APPORTIONMENT 20
A.General _ 20
B. Benefit Analysis 21
C.Assessment Methodology 24
D.Assessment Range Formula 25
IV. DISTRICT BUDGETS 27
A.Description of Budget Items 27
B. District Budgets 30
APPENDIX A — DISTRICT BOUNDARY MAPS 59
APPENDIX B — 2002/03 COLLECTION ROLL 60
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2002/03
OVERVIEW
A. Introduction
The City of Palm Desert ("City") annually levies and collects special assessments in
order to provide and maintain the improvements within the Consolidated Palm Desert
Landscaping and Lighting Maintenance Assessment District ("District"). The District
was formed in 1993, through the consolidation of several individual landscaping and
lighting maintenance districts within the City. The original Maintenance Districts and
all subsequent annexations are identified as separate benefit zones and/or Sub-zones
(Zones) within the Consolidated District. The District was formed and annually levied
pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the
California Streets and Highways Code (hereafter referred to as the "Act").
This Engineer's Annual Levy Report (hereafter referred to as the "Report") IJ!
detiattittl Milo°changes tO 0100,$tatiglahleSatiatat41410,
MAO The proposed assessments are based on the historical and estimated cost to
maintain the improvements that provide a direct and special benefit to properties
within the District and Zones. The various improvements within the District and the
costs of those improvements are identified and budgeted separately, including all
expenditures, deficits, surpluses, revenues, and reserves. Each parcel within a Zone
and/or sub-zone is assessed proportionately for only those improvements provided in
that Zone or sub-zone from which the parcel receives special benefit.
The word "parcel," for the purposes of this Report, refers to an individual property
assigned its own Assessment Number by the Riverside County Assessor's Office. The
Riverside County Auditor/Controller uses Assessment Numbers and specific Fund
Numbers, to identify on the tax roll, properties assessed for special district benefit
assessments.
At a noticed Public Hearing, the City Council will consider all public comments and
written protests presented. Upon conclusion of the Public Hearing, the City Council
will tabulate property owner protest ballots received (for any proposed new or
increased assessments) to determine whether majority protest exists, and by resolution
confirm the results of any such protest ballot tabulations. ,) city protest exists for
a proposed new or increased assessment, the assessment may not be imposeck If
majority protest existt, the City Council may adopt the proposed assessment and levy
any amount less than or equal to the assessment approved, In either case, the City
Council will direct any necessary modifications to the Report and approve the Report
as submitted or amended.
MuniFinancial Page 4
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report,Fiscal Year 2002/03
Following approval of the Report, the City Council will by resolution, order the
improvements to be made, any annexations of territory, and confirm the levy and
collection of assessments pursuant to the Act. The assessment rates and method of
apportionment described in this Report as approved or modified by the City Council
defines the assessments to be applied to each parcel within the District for fiscal year
2002/03. The assessments as approved will be submitted to the Riverside County
Auditor/Controller to be included on the property tax roll for each parcel for the
fiscal year.
If any parcel submitted for collection is identified by the County Auditor/Controller
to be an invalid parcel number for the current fiscal year, a corrected parcel number
and/or new parcel numbers will be identified and resubmitted to the County
Auditor/Controller. The assessment amount to be levied and collected for the
resubmitted parcel or parcels shall be based on the method of apportionment and
assessment rate approved by the City Council.
B. Compliance with the Current Legislation
The District and all Zones and Sub-zones therein have been formed pursuant to the
Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and
Highways Code. Pursuant to the Act, the City Council annually conducts a public
hearing to accept property owner and public comments and testimony, to review the
Engineer's Report and approve the annual assessments to be levied on the County tax
roll for the fiscal year. All assessments approved by the City Council shall be prepared
in accordance with the Act and in compliance with the provisions of the California
Constitutional Article XIIID (Proposition 218).
In compliance with the substantive and procedural requirements of the Constitution
Article XIIID, in fiscal year 2002/2003 the City shall initiate and conduct property
owner protest ballot proceedings for a proposed assessment increase in 9 of the 12
existing Landscaping and Lighting District Zones. At the conclusion of the Public
Hearing on June 27, 2002, all property owner ballots returned shall be opened and
tabulated to determine if majority protest exists. Upon conclusion of the ballot
tabulation, the City Clerk or their designee will summarize the results of the
tabulation of all ballots returned and the City Council will approve a resolution
confirming said results.
The nine Zones and subsequent Sub-zones that are being balloted in fiscal year
2002/2003 for an assessment increase including an inflationary adjustment are
identified as:
Zone #3 — Vineyards
Zone #4 — Parkview Estates
MuniFinancial Page 5
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2002/03
Zone #5 — Cook and Country Club (all existing Sub-zones)
Zone #6 — Hovley Lane (all existing Sub-zones within Hovley Lane)
Zone #7 — Waring Court
Zone #8 — Palm Gate
Zone #9 — The Grove
Zone #11 — Portola Place
Zone #14 — K &B at Palm Desert
If majority protest does not exist, the proposed assessment increases as described in this
Report are considered approved by the property owners, and the maximum assessment
rate and inflationary adjustment so described may be imposed.
If majority protest exists, for any Zone or Sub-zone therein, the proposed new or
increased assessment may not be imposed for that Zone or Sub-zone and only the
existing previously approved maximum assessment may be levied.
In conjunction with this Report, the City has also initiated and conducted separate
property owner protest balloting proceedings in compliance with the substantive and
procedural requirements of the Constitution Article XIIID for the imposition of new
assessments for three new territories proposed for annexation to the District in fiscal
year 2002/2003. At the conclusion of this Public Hearing, (scheduled for May 9,
2002,) all property owner ballots returned shall be tabulated to determine if majority
protest exists. Upon conclusion of this ballot tabulation, the City Clerk or their
designee will summarize the results of the tabulation of all ballots returned and the
City Council will approve a resolution confirming said results.
The new annexations to the Districts that are being balloted in fiscal year 2002/2003
for the imposition of new assessments, including an inflationary adjustment are
identified as:
Zone #6 — Sub zone Diamondback
Zone #6 — Sub-zone Palm Court
Zone #16 — Shepherd Lane
If majority protest does not exist, the territories will be annexed to the District and the
proposed assessments described in this Report shall be imposed. If majority protest
exists, that particular territory will not be annexed to the District and this Report shall
be modified to not include that territory.
All new or increased assessments approved by the property owner balloting will
establish a new maximum assessment rate for the respective Zones and/or Sub-zones
and includes an assessment range formula that allows for annual inflationary increases
to the maximum assessment rate. The initial maximum assessment rate so approved
shall be adjusted annually by the assessment range formula to establish a new adjusted
MuniFinancial Page 6
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2002/03
maximum assessment rate each fiscal year. However, the proposed assessment each
year shall be based on the estimated budget for that fiscal year and the proposed
assessment rate may be less than or equal to this maximum assessment rate without
additional balloting. Any proposed assessment rate that exceeds the maximum
assessment rate shall require additional property owner ballot proceedings for the
incremental assessment increase.
The actual amount being balloted to each parcel within the District represents the
proportional special benefits the parcel receives based on the Land Use of the property
and the proposed initial maximum assessment rate. All qualified ballots returned shall
be tabulated based on their proportional assessment obligation to determine if majority
protest exists. The method of apportioning special benefits, the proposed maximum
assessment rates for fiscal year 2002/2003 and the assessment range formula are
discussed in more detail in the Method of Assessment Section of this Report.
C. General Description of the District and Services
The City annually levies and collects assessments in order to maintain and service
specific improvements within the District. With the proposed annexation of three
new territories to the District in Fiscal-Year 2002/2003 will consist of twenty-eight (28)
separate benefit zones and Sub-zones (Zones), each funding specific improvements and
services. The District Zones and Sub-zones are identified as:
• Zone # 2 Canyon Cove (222 parcels)
• Zone # 3 Vineyards (132 parcels)
• Zone # 4 Parkview Estates (172 parcels)
• Zone # 5 Cook and Country Club — Desert Mirage Sub-zone (29 parcels)
• Zone# 5 Cook and Country Club — Sandcastle Sub-zone (41 parcels)
• Zone # 5 Cook and Country Club — Primrose 2 Sub-zone (37 parcels)
• Zone # 6 Hovley Lane — Monterey Meadows Sub-zone (40 parcels)
• Zone # 6 Hovley Lane — The Glen Sub-zone (16 parcels)
• Zone # 6 Hovley Lane — Hovley Estates Sub-zone (16 parcels)
• Zone # 6 Hovley Lane — Sonata I Sub-zone (16 parcels)
• Zone # 6 Hovley Lane — Sonata II Sub-zone (94 parcels)
MuniFinancial Page 7
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report,Fiscal Year 2002/03
• Zone # 6 Hovley Lane — Hovley Collection Sub-zone (38 parcels)
• Zone # 6 Hovley Lane — La Paloma I Sub-zone (16 parcels)
• Zone # 6 Hovley Lane — La Paloma II Sub-zone (16 parcels)
• Zone # 6 Hovley Lane — La Paloma III Sub-zone (15 parcels)
• Zone # 6 Hovley Lane — Sandpiper Court (16 parcels)
• Zone# 6 Hovley Lane — Sandpiper West (16 parcels)
• Zone# 6 Hovley Lane — Hovley Court West (16 parcels)
• Zone # 6 Hovely Lane — Palm Court (20 parcels)
• Zone # 6 Hovley Lane— Diamondback (20 parcels)
• Zone # 7 — Waring Court (16 parcels)
• Zone # 8 — Palm Gate (37 parcels)
• Zone # 9 — The Grove (105 parcels)
• Zone #11 — Portola Place (23 parcels)
• Zone #13 — Palm Desert Country Club (1,731 parcels)
• Zone #14 — K & B at Palm Desert (163 parcels)
• Zone #15 — Canyon Crest (67 parcels)
• Zone # 16 — Shepherd Lane (77 parcels) •
The District provides maintenance and operation of specific local landscaping and
lighting improvements and associated appurtenances located within the public right-of-
ways and dedicated landscape easements. The annual assessment for each Zone and
Sub-zone therein is based on the historical and estimated cost to maintain the
improvements that provide a special benefit to properties associated with the
improvements. The improvements and the costs of those improvements are identified
and budgeted separately, including all expenditures, deficits, surpluses, revenues, and
reserves.
The various improvements provided and assessed within the District can be
categorized as three (3) improvement types.
MuniFinancial Page 8
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report,Fiscal Year g p 2002/03
1. Local street lighting (residential street lighting associated with the properties within
the Zone and specific subdivisions).
2. Local landscaping improvements including parkways, perimeters, entryways, local
medians, and internal landscaped amenities.
3. Special Zone services including tree trimming, graffiti and weed abatement and
landscape maintenance of flood control areas (retention and detention basins).
P )
Only improvements permitted under provisions of the Act that provide a special and
direct benefit to the parcels is included in the annual assessment. The costs associated
with the improvements are equitably spread among all benefiting parcels in proportion
to their special benefits. Only parcels that receive direct and special benefits from the
improvements are assessed.
All landscape improvements maintained by the District and associated with each Zone
or Sub-zone were either installed as a condition of development or were installed for
the direct benefit of the properties assessed. The landscape improvements associated
with each Zone may include open space areas, medians, parkways, slopes, retention
and detention basin areas, and other easements and public right-of-ways that provide
special benefits to the parcels. These improvements may include: turf, ground cover,
shrubs and trees, irrigation systems, lighting, water features, entry monuments,
drainage systems and associated appurtenances. Similar to landscape improvements,
street lighting improvements funded through District assessments were installed for
the benefit of properties within each of the Zones and Sub-zones and the assessments
provide for the maintenance, operation and energy costs related to their specific street
light improvements. All services provided include all necessary service(s), operations,
administration, and maintenance required to keep the improvements in a healthy,
vigorous, and satisfactory condition.
The following table lists the proposed Zones and Sub-zones within the District for
fiscal year 2002/03.
BENEFIT ZONES
Assessable Total
Zone Number Zone Name Total Parcels Parcels EDU
Zone#2 Canyon Cove 225parcels 222parcels 222.00
Zone#3 Vineyards 147parcels 132parcels 133.20J
Zone#4 Parkview Estates 175parcels 172parcels 172.00
Zone#5 Cook&Country Club:
Sub-Zone#5 DM Desert Mirage 29parcels 29parcels 29.00
Sub-Zone#5 SC Sandcastles 4lparcels 4lparcels 41.00
Sub-Zone#5 PR Primrose 2 37parcels 37parcels 37.00
Zone#6 Hovley Lane:
Sub-Zone#6 MM Monterey Meadows 40parcels 40parcels 40.00
MuniFinancial Page 9
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report,Fiscal Year 2002/03
Sub-Zone#6 HG The Glen 16parcels 16parcels 16.00
Sub-Zone#6 HE Hovley Estates 17parcels 16parcels 16.00
Sub-Zone#6 S1 Sonata I 16parcels 16parcels 16.00
Sub-Zone#6 S2 Sonata II 94parcels 94parcels 94.00
Sub-Zone#6 HC Hovley Collection 38parcels 38parcels 38.00
Sub-Zone#6 L1 La Paloma I 17parcels 16parcels 16.00
Sub-Zone#6 L2 La Paloma II 19parcels 16parcels 16.00
Sub-Zone#6 L3 La Paloma III 17parcels 15parcels 15.00
Sub-Zone#6 SP Sandpiper Court 19parcels 16parcels 16.00
Sub-Zone#6 SW Sandpiper West 16parcels 16parcels 16.00
Sub-Zone#6 HW Hovley Court West 16parcels 16parcels 16.00
Sub-Zone#6 DB Diamondback Road _ 24parcels 20parcels 16.00
Sub-Zone#6 PC Palm Court 24parcels 20parcels 16.00
Zone#7 Waring Court 16parcels 16parcels 16.00
Zone#8 Palm Gate 37parcels 37parcels 37.00
Zone#9 The Grove 105parcels 105parcels 105.00
Zone#11 Portola Place 23parcels 23parcels 23.00
Zone#13 Palm Desert Country Club 1,768parcels 1,731parcels 2,260.68
Zone#14 K&B at Palm Desert 165parcels 163parcels 163.00
Zone#15 Canyon Crest 71parcels* _ 67parcels 67.00
Zone#16 Shepherd Lane 77parcels* 77parcels 171.00
Total District 3,289parcels 3,207parcels
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES
The boundaries of each Zone, the location of improvements and special benefit
received by the properties and property owners within each Zone are described in this
section of the Report. The allocation of special benefit and general benefit from the
various improvements provided within the District are summarized in the Method of
Apportionment section of this Report and are identified specifically in the budget for
each Zone. A description of the District improvements for each Zone are provided in
the following:
Zone #2 (Canyon Cove):
Zone #2 includes Tracts 11636-1, 2, 3, & 4 and Tract 23485, generally located South of
Deep Canyon Tennis Club, North of Haystack Road, West of Marrakesh Country
Club, and East of Highway 74. The streets within the Zone include Ambrosia Street,
Sweetbrush Lane, Deer Grass Drive, Lotus Court, Calliandra Street, Aber Street, and
Alamo Drive.
These parcels benefit from the improvements and maintenance of street lighting
encompassing all streets within the Zone and the landscaped parkway along the East
side of Highway 74 and the landscaped areas on the North side of Haystack Road,
adjacent to the above mentioned tracts and installed as part of these residential tracts.
A1uniFinancial Page 10
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2002/03
All interior local street lighting has been identified and allocated as 100% special
benefit with no general benefit allocation. Similar to other Zones, the parkway
landscaping along Highway 74 has been identified as 100% special benefit to the parcels
within the Zone.
It has been determined that the landscaped median on Haystack Road (although
installed as part of the development) provides a special benefit to properties within
Canyon Cove, but also provides a general benefit to nearby properties. The
proportionate general benefit of this improvement has been identified and eliminated
from the Zone assessment. Although there is a general benefit component, the
majority of the median landscaping (83%) is a flood control channel and was required
for development of the homes within Canyon Cove. Therefore, pursuant to the State
Constitution Article XIIID Section 5a (assessments used to fund flood control and
drainage systems) the majority of the costs and any related assessment for this
landscaped area could be considered exempt. However, in recognition of the general
benefit this improvement provides and the previous assessments applied to properties
within the Zone, it was determined that the City would fund a large portion of the
costs associated with this landscaped median area. Refer to the budget section of this
Report for details on the allocation of benefit and related assessments.
Zone #3 (Vineyards):
Zone #3 consists of all parcels in Tracts 12181-1 and 12181-2 on the West side of
Portola Avenue. The streets within the Zone include Martini Court, Heitz Court,
Mondavi Court, Callaway Court, Stony Hill Court, Masson Street, Krug Avenue,
Sebastian Way, and San Pasqual Avenue/Rutledge Way.
These parcels receive special benefits from the operation and maintenance of all street
lighting improvements within the Zone boundaries and the landscaped area along the
West side of Portola Avenue, from the northern boundary to the southern boundary
of the two tracts.
Both the street lighting and landscape improvements identified for this Zone were
installed as part of the residential tract development and the ongoing maintenance and
operation of these improvements clearly provide special benefits to properties within
the Zone. It has further been determined that these improvements were installed and
are maintained solely for the benefit of properties within the Zone and the
improvements provide no measurable benefit to properties outside the Zone. Any
benefit conveyed to other properties or to the public at large (general benefit) is
incidental. Therefore, both the interior tract street lighting and the parkway
(perimeter) landscaping costs have been identified and apportioned 100% as a special
benefit to all parcels within the Zone.
MuniFinancial Page 11
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2002/03
Zone #4 (Parkview Estates):
Zone #4 consists of all parcels in Tract 8237, South of Magnesia Falls Drive, North of
Fred Waring Drive, West of Deep Canyon Road, and East of Portola Avenue.
These parcels receive special benefits from the improvements and maintenance of street
lighting along Primrose Drive, Desert Star Boulevard, Vanda Circle, Palmilla Circle,
Myrsine Avenue, Gazania Place, Rutledge Avenue, Buttonwood Drive, Silktree Lane,
Santolina Drive, Balsam Lane, and Erin Street. The improvements were installed as
part of the residential tract development and are considered a direct and special benefit
to the properties within the development (i.e., Zone). The ongoing operation and
maintenance of interior residential street lighting provides no measurable general
benefit to properties outside the Zone or to the public at large. To the extent that some
streetlights associated with the Zone are located on the perimeter of the development
and provides direct illumination to parcels outside the Zone, a portion of the
maintenance costs has been identified as a general benefit. This Zone has twenty
interior streetlights and five perimeter streetlights resulting in an allocation of the
Zone costs as 90% special benefit and 10% general benefit.
Zone #5 (Cook and Country Club):
Zone #5 currently consists of three (3) residential subdivisions identified as Sub-zones.
These three Sub-zones are known and identified the Desert Mirage (Tract 25639),
Sandcastles (Tract 21338-1), and Primrose 2 (Tract 25436). Each of these Sub-zones has
specific local improvements maintained by the District that were installed as part of
the residential tract development and are outlined below.
Desert Mirage Sandcastles Primrose 2
Tract street lighting Tract street lighting Tract street lighting
Parkway Landscaping Parkway Landscaping
Detention Basin Landscaping
Entrance Landscaping
These three subdivisions were originally part of a larger Zone known as Cook and
Country Club that were assessed for median landscaping in the area. These three Sub-
zones were previously assessed for both their local (tract specific) improvements and
their proportionate share of the median landscaping. In fiscal year 1997/1998 it was
determined that the median landscaping in the Cook and Country Club area was
largely a general benefit and this assessment was eliminated. However, it was further
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determined that the parcels within these three (3) Sub-zones receive special benefit
from tract specific improvements maintained by the District, and each parcel within
I the respective Sub-zones should continue to be assessed proportionately for the cost of
services associated with those local improvements.
Upon review of the specific street lighting improvements associated with each of these
Sub-zones, all street lighting facilities have been identified as interior tract streetlights.
These street lights provide little or no direct illumination to parcels outside the Sub-
zones and therefore the cost of maintaining these improvements are allocated as 100%
special benefit with no general benefit component.
Similar to other Zones within the District the ongoing operation and maintenance of
the parkway and interior landscape improvements associated with the Desert Mirage
and Primrose 2 subdivisions provide no measurable general benefit to other properties
outside the Sub-zones or to the public at large. Therefore, the local landscaping
improvements and the corresponding assessments have been identified entirely as a
special benefit to parcels within these Sub-zones.
Although all local landscape improvements within the Desert Mirage and Primrose 2
subdivisions have been identified as a special benefit to properties within these Sub-
zones, a portion of the landscape maintenance costs for Desert Mirage is specifically for
landscape maintenance of the tract's detention basin. Pursuant to the State
Constitution Article XIIID Section 5a the existing assessment associated with this
detention basin could be identified as an exempt assessment. However, since the
detention basin and the landscaping associated with it were installed and constructed
specifically and only for this residential development, these improvements are clearly a
special benefit to parcels within this Sub-zone and the related assessment complies with
the substantive requirements of the State Constitution.
Zone #6 (Hovley Lane):
Parcels within this Zone are located generally East of Monterey Avenue and West of
Portola Avenue and includes parcels and tracts along Hovley Lane West. Zone 6
includes the following subdivisions and Sub-zones:
• Monterey Meadows (Tracts 21791 and 22741)
• The Glen (Tract 25217)
• Hovley Estates (Tract 24591)
• Sonata 1 (Tract 23982)
• Sonata II (Tracts 24254 -1, 2, 3)
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• Hovley Collection (Tract 24603)
• La Paloma 1 (Tract 24773-1)
• La Paloma 2 (Tract 24773)
• La Paloma 3 (Tract 29045)
• Sandpiper Court (Tract 27370)
• Hovley Court West (Tract 29585)
• Sandpiper West (Tract 29579)
• Diamondback Road(Tract 29893)
• Palm Court (Tract 25373)
The parcels within each of the fourteen (14) Sub-zones of Zone 6 (Hovley Lane) receive
benefit from various improvements that were installed as part of the separate
residential tract developments and are specific to each tract and subdivision. The
assessment for each Sub-zone funds and provides for the various parkway landscaping
improvements to each tract alongHovleyLane as well as specific in-tract
adjacent
PP
improvements. The in-tract improvements may include street lighting; dry well and
retention basin landscape maintenance; and landscaping of additional parkway areas.
The overall improvements within Zone 6 include street lighting on Clover Lane,
Meadow Lane, Hovley Lane West, Centennial Circle, Posada Court, Via Fonda,
Sonata Court, Avenida Arcadia, Avenida Solana, Sandpiper Court, Avenida Rosario,
Sandpiper Court West Hovley Court, Palm Court, and Diamondback Road;
landscaped parkways along Hovley Lane West, Monterey Avenue, Portola Avenue and
landscaped retention basins located within Hovley Estates, Hovley Collections, La
Paloma 1, La Paloma 2, Sandpiper Court, and Sandpiper Court West.
Upon review of the specific street lighting improvements associated with each of these
Sub-zones, all street lighting facilities have been identified as tract specific streetlights.
To the extent that some streetlights associated with the individual Sub-zones are
located on the perimeter of the development and provide direct illumination to parcels
outside the subdivision, a portion of the maintenance costs could be identified as a
general benefit component. However, all street lights within each of the Sub-zones
(except for The Glen which has no street lights) have been identified as interior street
lighting and provide little or no direct illumination to parcels outside the individual
Sub-zones or the Zone as a whole. Therefore, the cost of maintaining the street light
improvements is allocated as 100% special benefit to properties within each Sub-zone.
Similarly, the parkway and interior landscape improvements associated with each Sub-
zone were installed as part of the individual residential developments and the ongoing
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operation and maintenance of these improvements provide no measurable general
benefit to properties outside the Zone or to the public at large. Therefore, the specific
local landscaping improvements and the corresponding assessments have been
identified entirely as a special benefit to parcels within the separate Sub-zones.
Zone #7 (Waring Court):
Zone #7 consists of Tract 25304, North of Fred Waring Drive and East of Phyllis
Jackson Lane.
These parcels receive special benefit from the improvements and maintenance of
landscaped arkwa s alongFred WaringDrive and PhyllisJackson Lane parkways y adjacentto
the tract. The improvements were installed as part of the residential tract development
and it has been determined that the ongoing operation and maintenance of the
landscape improvements provide no measurable general benefit to other properties
outside the Zone or to the public at large. Therefore, all local landscaping
improvements associated with this Zone and the corresponding assessments have been
identified as 100% special benefit to parcels within Zone #7.
Zone #8 (Palm Gate):
Zone #8 consists of all parcels in Tract 24287 located East of Deep Canyon Road, and
North of Fred Waring Drive, on Coral Bells Circle, Daylily Circle, and Moss Rose
Drive.
These parcels receive benefit from the improvements and maintenance of local street
lighting at the entrances to the development at the corners of Deep Canyon Road and
Coral Bells Circle, Daylily Circle, and Moss Rose Drive. These parcels also receive
special benefit from the improvements and maintenance of the landscaped parkways
adjacent to the tract on Deep Canyon Road.
Both the street lighting and landscape improvements identified for this Zone were
installed as part of the residential tract development and the ongoing maintenance and
operation of these improvements clearly provide special benefits to properties within
the Zone. It has further been determined that these improvements were installed and
are maintained solely for the benefit of properties within the Zone and the
improvements provide no measurable benefit to properties outside the Zone. Any
benefit conveyed to other properties or to the public at large (general benefit) is
incidental. Therefore, both the interior tract street lighting and the parkway
(perimeter) landscaping costs have been identified and apportioned 100% as a special
benefit to all parcels within the Zone.
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Zone #9 (The Grove):
Zone #9 consists of all parcels in Tract 24984 South of Goleta Avenue and West of
Deep Canyon Road.
These parcels receive special benefits from the improvements and maintenance of street
lighting at the entrance to the development at the corner of Deep Canyon Road and
Royal Canyon Lane as well as interior street lighting on Kings Canyon Lane, Indian
Canyon Lane, Hazel Canyon Lane, and Royal Canyon Lane. These parcels also receive
special benefits from the improvements and maintenance of parkway landscaping
adjacent to the tract on Deep Canyon Road, and interior landscaping, including an
entryway median, parkway landscaping and palm tree trimming within the public
right-of-ways on Royal Canyon Lane that were installed as part of the residential tract
development.
Both the street lighting and landscape improvements identified for this Zone were
installed as part of the residential tract development and the ongoing maintenance and
operation of these improvements clearly provide special benefits to properties within
the Zone. It has further been determined that these improvements were installed and
are maintained solely for the benefit of properties within the Zone and the
improvements provide no measurable benefit to properties outside the Zone. Any
benefit conveyed to other properties or to the public at large (general benefit) is
incidental. Therefore, both the tract street lighting and the landscaping costs (parkways
and interior landscaping) have been identified and apportioned 100% as a special
benefit to all parcels within the Zone.
As part of the overall landscaping costs for this Zone, specialized maintenance (palm
tree trimming) is budgeted separately as this service is not covered under the regular
maintenance contract the City has with their landscape contractor. However, like all
other landscape maintenance within the Zone this service benefits only the properties
within the Zone and has been identified 100% special benefit.
Zone #11 (Portola Place):
Zone #11 is generally located South of Santa Rosa Way and East of Portola Avenue and
consists of all parcels in Tract 27692.
These parcels receive special benefits from the improvements and maintenance of the
landscaped parkways adjacent to the tract on Portola Avenue and Santa Rosa Way, and
interior tract landscaping on Olive Court installed as part of the residential tract
development.
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The developer (D & F Development) was conditioned to form the necessary District
Zone for the public improvements that would be installed as part of their subdivision
tract 27692. In a letter to the City dated April 4, 1994, the developer (sole owner of the
property) requested inclusion of the parcels within the tract into the District and to be
assessed annually for the cost of maintaining the improvements. This letter constitutes
a 100% landowner petition pursuant to the State Constitution (Article XIIID Section
5b), and supports a position that the existing assessment revenue is exempt.
Although the existing assessments for these improvements were identified as exempt in
fiscal year 1997/1998 and not subject to the procedural requirements of a protest
balloting procedure, all the improvements and the related assessments for this Zone
were identified as 100% special benefit. It has been determined that the ongoing
operation and maintenance of the improvements provide no measurable general benefit
to other properties outside the Zone or to the public at large. Therefore, these
improvements, the existing assessments and the existing annual inflationary adjustment
to the assessments are in compliance with the substantive requirements of the
proposition. However, any future increases to the existing assessment will require
compliance with the procedural requirements of the proposition.
Zone #13 (Palm Desert Country Club):
Zone #13 is located generally South of Hovley Lane East, North of Fred Waring
Drive, West of Warner Trail, and West of Washington and is commonly referred to as
the Palm Desert Country Club area.
The parcels within this Zone receive special benefits from the improvements and
maintenance of entryway landscaping on State Street and Washington Avenue and
local residential street lighting within the Zone. In fiscal year 1999/2000, an increased
assessment was approved to install additional parkway landscaping along Fred Waring
Drive for the length of the development, and along Hovley Lane East from Oasis
Country Club to Washington.
Parcels within Zone 13 were annexed into the City in fiscal year 1994/1995. Prior to
City annexation the local improvements within this Zone were assessed and collected
by the County through a County Service Area (CSA). When the properties were
annexed to the City, the fund balance (reserves) of the CSA was transferred to the
City. In fiscal years 1994/1995 and 1995/1996, the City used the fund balance to fully
cover the annual cost of providing the improvements. In fiscal year 1996/1997 the
remaining fund balance was designated as reserves and the District levied its first
annual assessment within the Zone. At that time the City Council determined that the
remaining reserves would be used over the next several years as an annual contribution
to maintain a consistent level of assessment. In fiscal year 1997/1998, in compliance
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with the State Constitution Article XIIID, a property owner ballot proceeding was
conducted to approve the existing annual assessment. At that time, the property
owners approved the proposed assessment amount plus an annual inflation adjustment.
The assessment amount approved by the property owners was established based on
continued reserve fund contributions to offset the actual expenses for the Zone.
In fiscal year 1999/2000, property owners within Zone 13 were re-balloted for an
increased assessment primarily as a result of the new landscaping improvements to be
installed. Property owners were balloted for an amount sufficient to cover the actual
Zone expenses, although a portion of the existing reserves continues to be used to
reduce the annual assessments. Refer to the budget for Zone 13 in Section IV of this
Report for specifics regarding the proposed assessment for the current fiscal year and
the maximum assessment.
All street lighting and landscape improvements assessed within this Zone clearly
provide special benefits to properties within the Zone. It has been determined that all
the improvements were installed and are maintained solely for the benefit of properties
within the Zone and the improvements provide no measurable benefit to properties
outside the Zone. Any benefit conveyed to other properties or to the public at large
(general benefit) is incidental. Therefore, both the tract street lighting and the
landscaping costs (parkways and interior landscaping) have been identified and
apportioned 100% as a special benefit to all parcels within the Zone.
Zone #14 (K & B at Palm Desert):
Zone #14 is located generally North of Frank Sinatra Drive, West of Portola Avenue,
East of Monterey Avenue and South of Gerald Ford Drive. The Zone includes all
parcels in Tracts 28258 and 28258-1.
All properties within the boundaries of Zone 14 benefit from street lighting within the
development located on Drexell Drive, Heatherwood Drive, Emerson Drive and
Jamerson Road, and Colebridge Street, as well as landscaping installed by the developer
as part of the residential tract development in the retention basin area located on
Heatherwood Drive and dry well areas within the subdivisions.
As a condition of development for tracts 28258 and 28258-1, the developer (Kaufman
and Broad Development) was required to form the necessary District Zone for the
public improvements that would be installed as part of these subdivisions. In a Petition
of Consent and Waiver dated April 4, 1996, the developer (sole owner of the property)
petitioned to have the parcels within the tract annexed into the District and to be
assessed annually for the cost of maintaining the improvements. This petition
constitutes a 100% landowner approval pursuant to the State Constitution (Article
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XIIID Section 5b), and supports a position that the existing assessment revenue is
exempt.
In addition to the exemption described above, a large portion of the Zone # 14 costs
and existing assessment is for landscape maintenance of the tract's retention basin.
Pursuant to the State Constitution Article XIIID Section 5a (assessments used
exclusively to fund flood control and drainage systems), further supports a position
that most of the existing assessment is exempt.
Although the existing assessments for these improvements were identified as exempt in
fiscal year 1997/1998 and not subject to a protest balloting procedure, all the
improvements and the related assessments for this Zone were identified as 100% special
benefit. It has been determined that the ongoing operation and maintenance of the
improvements provide no measurable general benefit to other properties outside the
Zone or to the public at large. Therefore, these improvements, the existing assessments
and the existing annual inflationary adjustment to the assessments are in compliance
with the substantive requirements of the proposition. However, any future increases to
the existing assessment will require compliance with the procedural requirements of
the proposition.
Zone #15 (Canyon Crest):
Zone #15 consists of Tract 25102-1 and 25102 generally located east of Deep Canyon
Road, south of the Whitewater River Channel, north of Moss Rose Drive, and west of
the Palm Desert High School. This Zone was established and annexed to the District
on March 11, 1999 pursuant to the Act and a property owner ballot proceeding.
These parcels receive special benefit from the improvements and maintenance of
landscaped parkways along the east side of Deep Canyon Road from Magnesia Falls
(Whitewater River Channel), south to the end of the development (approximately 100
feet north of Buttonwood Drive); perimeter landscaping along the Whitewater River
Channel (the northern boundary of the development and District) from Deep Canyon
Road eastward to the western boundary of the development (approximately 675 linear
feet of the total 1275 feet is landscaped).
All improvements for this Zone were installed as part of the residential tract
developments. It has been determined that the ongoing operation and maintenance of
the landscape improvements provide no measurable general benefit to other properties
outside the Zone or to the public at large. Therefore, all local landscaping
improvements associated with this Zone and the corresponding assessments have been
identified as 100% special benefit to parcels within Zone #15.
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Zone # 16 (Shepherd Lane):
Zone 16 is proposed to be annexed to the District for fiscal year 2002/2003 pursuant to
the Landscape and Lighting Act of 1972 and a property owner ballot proceeding. This
proposed Zone consists of Tract Nos. 29444, 29469, 30025, 30030, 30216, 30269, 30275,
30500, 30080 and all other parcels not yet subdivided and identified in Assessor's Parcel
Maps — Book 653 Pages 37, 38, 75,76 and all subsequent pages. The District is located
on Shepherd Land, west of Portola Avenue, south of Gerald Ford Drive, north of
Frank Sinatra Drive and generally east of Monterey Avenue.
The parcels to be assessed receive special benefit from the improvements and
maintenance of landscaped parkways adjacent to the developments and residential
subdivisions, perimeter landscaping along the exterior boundary of the Zone, any
slopes, parkways, entryways, open space areas, retention basins, or other landscaped
areas associated with the properties within the Zone that will be maintained by the
district, and street lights within and adjacent to the developments and subdivisions
within the Zone.
The improvements to be provided and maintained are a direct result of property
development within the Zone. The improvements are clearly installed for the benefit
of the properties being within the Zone and not for the benefit of surrounding
properties. It has been determined that the improvements and the on-going operation
and maintenance of those improvements provide no identifiable or measurable general
benefit to properties outside the Zone or to the public at large.
III. METHOD OF APPORTIONMENT
A. General
The 1972 Act permits the establishment of assessment districts by agencies for the purpose
of providing certain public improvements which include the construction, maintenance
and servicing of public lights, landscaping and appurtenant facilities. The 1972 Act further
requires that the cost of these improvements be levied according to benefit rather than
assessed value:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefits to be
received by each such lot or parcel from the improvements."
The formula used for calculating assessments in each Zone of the District therefore reflects
the composition of the parcels, and the improvements and services provided, to fairly
apportion the costs based on estimated benefit to each parcel.
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In addition, pursuant to Article XIIID Section 4 of the State Constitution (with some
exceptions) a parcel's assessment may not exceed the reasonable cost of the proportional
special benefit conferred on that parcel and provides that only special benefits are
assessable and the District must separate the general benefits from the special benefits.
Therefore, in compliance with the new assessment requirements only assessments that are
identified as either "Exempt Assessments" or "Special Benefit Assessments" are assessed.
All improvements considered a "General Benefit" have been eliminated from the District
assessments.
B. Benefit Analysis
Each of the proposed improvements; the associated costs and assessments have been
carefully reviewed by the City and have been identified and allocated based on benefit
pursuant to the provisions of the State Constitution. Each improvement and the associated
costs were identified as either "general benefits" (no longer assessed) or "special benefits".
The improvements and the associated special benefit assessments have been further
identified as Exempt assessments (Article XIIID Section 5), or assessments requiring
property owner balloting. Those improvements and the related assessments identified, as
Exempt are not subject to the procedural requirements of the State Constitution (property
owner ballot proceedings). Although some existing assessments are considered Exempt,
each improvement assessed within the District is identified as a special benefit to the
parcels assessed and all related assessments are in compliance with the substantive
requirements of Article XIIID Section 4 of the State Constitution. A property owner
balloting has been conducted for each Zone for all special benefit assessments subject to
property owner approval. The assessments shown in this Report reflects the assessment
amounts approved by the property owners subject to those assessments.
Exempt Assessments
Article XIIID Section 5 of the State Constitution provides for certain existing assessments
to be exempt from the substantive and procedural requirements of Article XIIID Section
4. Specifically:
• Assessments used exclusively to fund sidewalks, streets, sewers, water, flood
control, drainage systems, or vector control are exempt from the conformity
requirement until they are increased; and,
• Assessments approved by all the property owners at the time the assessments were
created (originally imposed pursuant to a 100% landowner petition).
Within the District, several of the Zones provide for the landscape maintenance of
drainage basins and retention basins. As noted previously, the costs and assessments
associated with these improvements have been identified as a special benefit to parcels
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within the respective Zones and therefore in compliance with the substantive requirements
of the State Constitution, but were exempt from the procedural requirements at their
existing assessment amount.
The existing assessments for Zones 11 and 14 were identified as exempt because they had
been previously approved by the property owner(s). However, similar to the exempt
assessments in other Zones the existing assessments and improvements for these two Zones
were identified as special benefits to the parcels being assessed.
Special Benefits
The method of apportionment (method of assessment) is based on the premise that each of
the assessed parcels within the District and Zones receives benefit from the improvements
maintained and financed by District assessments. Specifically, the assessments associated
with each Zone or sub-zone are for the maintenance of local street lighting and landscaped
improvements installed as part of the original development of the parcels within the
Zones. The desirability and security of properties within each Zone is enhanced by the
presence of street lighting and well-maintained landscaping in close proximity to those
properties.
The landscape improvements provided by the District may include landscaped medians,
parkways, entryways, slopes and appurtenant facilities. Street lighting improvements may
include all energy costs and necessary maintenance to the facilities related thereto. The
annual assessments outlined in this Report are proposed to cover the estimated costs to
provide all necessary service, operation, administration, and maintenance required each
year to keep these improvements in a healthy, vigorous, and satisfactory condition.
The special benefits associated with the local landscaping improvements are specifically:
• Enhanced desirability of properties through association with the improvements.
• Improved aesthetic appeal of properties within the Zones providing a positive
representation of the area.
• Enhanced adaptation of the urban environment within the natural environment
from adequate green space and landscaping.
• Environmental enhancement through improved erosion resistance, and dust and
debris control.
• Increased sense of pride in ownership of property within the District resulting
from well-maintained improvements associated with the properties.
• Reduced criminal activity and property-related crimes (especially vandalism) against
properties in the District through well-maintained surroundings and amenities
including abatement of graffiti.
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• Enhanced environmental quality of the parcels within the Zones by moderating
temperatures, providing oxygenation and attenuating noise.
The special benefits of street lighting are the convenience, safety, and security of property,
improvements, and goods. Specifically:
• Enhanced deterrence of crime and the aid to police protection.
• Increased nighttime safety on roads and highways.
• Improved ability of pedestrians and motorists to see.
• Improved ingress and egress to property.
• Reduced vandalism and other criminal acts and damage to improvements or
property.
• Improved traffic circulation and reduced nighttime accidents and personal property
loss.
• Increased promotion of business during nighttime hours in the case of commercial
properties.
All of the preceding special benefits contribute to a specific enhancement and desirability
of each of the assessed parcels within the District/Zone, and thereby provide a special
enhancement of property values.
General Benefits
Prior to the passage of Proposition 218 the District assessments included maintenance of
landscaped medians on various arterial streets within the City. However, since most of the
arterial medians within the City are maintained from the City's General Fund it was
determined that the existing assessments for these improvements were largely a general
benefit. Therefore in Fiscal year 1997/1998, all District assessments related to arterial
medians were eliminated.
Furthermore, all improvement within each of the District Zones has been carefully
reviewed. Any improvement and the associated costs that are considered a general benefit
to properties outside the respective Zones or to the public at large have been identified and
eliminated from the annual assessments. In making this determination it should be noted
that all parkway, perimeter landscaping and interior landscaping within the City is either
funded and maintained by individual property owners or through some type of
association, except those maintained and funded through a special District. The City does
not usually maintain these types of improvements from General Fund Revenues and like
other similar improvements within the City, the ongoing maintenance of these
improvements are a special benefit to the properties associated with the improvements.
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C. Assessment Methodology
Pursuant to the Act, the costs of the District may be apportioned by any formula or
method that fairly distributes the net amount to be assessed, among all assessable parcels in
proportion to the estimated benefits to be received by each such parcel from the
improvements. The apportionment of costs used for each Zone should reflect the
composition of the parcels, and the improvements and services provided based on each
parcel's estimated special benefit.
Equivalent Dwelling Units: To assess benefits equitably, it is necessary to relate the
different type of parcel improvements to each other. The Equivalent Dwelling Unit
method of assessment apportionment uses the single-family home as the basic unit of
assessment. A single family home equals one Equivalent Dwelling Unit (EDU). Every
other land use is converted to EDU's based on an assessment formula that equates the
property's specific development status, type of development (land use), and size of the
property, as compared to a single family home (SFR) and is considered appropriate for the
District.
The EDU method of apportioning benefit is typically seen as the most appropriate and
equitable assessment methodology for districts formed under the 1972 Act, as the benefit
to each parcel from the improvements are apportioned as a function of land use type, size
and development.
All assessed parcels within Zones 2, 3, 4, 5, 6, 7, 8, 11, 14, and 15 are entirely single-family
residential parcels and the application of the EDU method of spread results in an equal
assessment or per parcel assessment.
The following table reflects the various property types and applicable EDUs that may
be applied to properties within Zones 9 and 13.
LAND USE /EQUIVALENT DWELLING UNITS (Zones 9 & 13)
Land EDU
Use Type Multiplier to
Property Type Code Factor Calculate EDU
Commercial COM 6.00 Acreage
Residential and Commercial Vacant VAC 0.30 Acreage
Single Family Residential SFR 1.00 Units
Condominiums CON 0.80 Units
Single Family Vacant Lot SFV 1.00 Lot
Exempt NON _ 0.00 Parcels
Exempt parcels include easements and landscaped areas or common areas.
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The following table reflects the various property types and applicable EDUs that may
be applied to properties within Zone16.
LAND USE /EQUIVALENT DWELLING UNITS (Zone 16)
Land EDU
Use Type Multiplier to
Property Type Code Factor Calculate EDU
Single Family Residential SFR 1.00 Unit/Lot/Parcel
MultiFamily Residential MFR 0.75 Unit
Condominiums CON 0.80 Units
Approved-Residential Development ARD 0.75 Unit/Lot
Proposed-Residential Development PRD 0.50 Unit/Lot
Vacant Undeveloped Property VAC 1.00 Parcel
Developed Non-Residential NRS 4.00 Acreage
Exempt _ NON 0.00 Parcel
The benefit formula applied toparcels in each Zone is based on the preceding
pp p g
Equivalent Dwelling Unit (EDU) tables. Each parcel's EDU correlates the parcel's
special benefit received as compared to all other parcels in the Zone.
Parcel Type EDUx Acres or Units = Parcel EDU
Total Balance to Levy/Total EDU in Zone = Levy per EDU
Levy per EDUx per Parcel EDU = Parcel Levy Amount
B. Assessment Range Formula
Any new or increase in assessments, require certain noticing and meeting requirements
by law. The Brown Act defines the terms "new or increased assessment" to exclude
certain conditions. These certain conditions included "any assessment that does not
exceed an assessment formula or range of assessments previously adopted by the agency
or approved by the voters in the area where the assessment is imposed." This definition
was later confirmed by Senate Bill 919 (the Proposition 218 implementing legislation).
An assessment range formula for all District assessments has been confirmed through
property owner ballot proceedings in compliance with the State Constitution Article
XIIID, and shall be applied to all future assessments within the District.
The following describes this assessment range formula:
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Wherein, if the proposed assessment (levy per unit or rate) is less than or equal to, the
prior year's maximum assessment plus the adjustments described in the following, then
the new proposed assessment is not considered an increased assessment. The purpose
of establishing an assessment range formula is to provide for reasonable increases and
inflationary adjustment to the assessment amounts without requiring costly noticing
and mailing procedures, which would be added to the District costs and assessments.
If the proposed assessment is less than the maximum assessment approved in the
previous fiscal year adjusted by a percentage no greater than three percent (3.0%), or
the percentage increase of the Consumer Price Index (CPI), whichever is the lesser of
the two, the assessment shall not be considered as an increase.
Each year the City shall compute the percentage difference between the CPI on
January 1, of each year and the CPI for the previous January 1, or a similar time
period, as determined by the Bureau of Labor Statistics for all urban consumers for the
Los Angeles, Anaheim, and Riverside Area. This percentage difference shall then
establish the range of increased assessments allowed based on CPI. Should the Bureau
of Labor Statistics revise such index or discontinue the preparation of such index, the
City shall use the revised index or comparable system as approved by the City Council
for determining fluctuations in the cost of living.
If CPI is less than three percent (3.0%), then the allowable adjustment to the maximum
assessment for each Zone may be by CPI, or a lesser percentage. If CPI is greater than
three percent (3.0%), then the allowable adjustment to the proposed assessment for
each Zone may be three percent (3%), or a lesser percentage. The fact that an
assessment range formula is adopted for District assessments does not require that the
adjustment be applied each year, nor does it restrict the assessments to the adjustment
amount. If the budget and assessments for a given Zone does not require an increase or
the increase is less than the allowable adjustment then the required budget and
assessment shall be applied. If the budget and assessments for a given Zone require an
increase greater than the allowable adjustment then the proposed assessment is
considered an increased assessment and mailed notices, as well as property owner
protest ballots are required by the State Constitution to impose the assessment
increase.
For fiscal year 2002/03, the Bureau of Labor Statistics has established CPI at 2.7% for
the January 2001 to January 2002 period. Therefore, the assessment range formula
would allow a 2.7% adjustment to the assessments without mailing notices and ballots
to the property owners. Therefore, the previous maximum assessment for each Zone
and Sub-zone within the District has been adjusted by 2.7% to establish the current
maximum assessment allowed.
MuniFinancial Page 26
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report,Fiscal Year 2002/03
B. DISTRICT BUDGETS
B. Description of Budget Items
The following describes the services and costs that are funded through the District,
shown in the District Budgets Section III B.
DIRECT COSTS:
Maintenance Costs — Includes all contracted labor, material and equipment required
to properly maintain the landscaping, irrigation systems, drainage systems, fencing,
and entry monuments within the Zone. All improvements within the Zone are
maintained and serviced on a regular basis. The frequency and specific maintenance
operations required within the Zone are determined by City staff, but are generally
scheduled weekly.
Landscape Water— Utility costs for water required to irrigate landscaped areas.
Landscape Electric — Utility costs for electricity required to run irrigation systems
and ornamental lighting for landscaped areas.
Street Lighting— Utility costs for electricity required to operate streetlights, as well as
the maintenance of the streetlights.
Special District Services — These are services provided to a specific Zone that are
outside the normal maintenance services provided by the District. These costs and
services may include, but are not limited to the following:
• Specialized maintenance and equipment necessary for landscaped areas and
appurtenant facilities associated with dry wells, retention basins and detention
basins within the Zone.
• The additional cost of all contracted labor, material and equipment required
trimming trees in the public right of way and landscaped areas.
Maintenance Repairs — This item includes repairs that are generally unforeseen and
not normally included in the yearly maintenance contract costs. This may include
repair of damaged amenities due to vandalism, storms, frost, etc. Also included may be
planned upgrades that provide a direct benefit to the Zone. These upgrades could
include replacing plant materials and/or renovation of irrigation or lighting systems.
MuniFinancial Page 27
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report,Fiscal Year 2002/03
ADMINISTRATION COSTS:
District Administration — The cost to all particular departments and staff of the City,
for providing the coordination of District services and operations, response to public
concerns and education, as well as procedures associated with the levy and collection of
assessments. This item also includes the costs of contracting with professionals to
provide any additional administrative, legal or engineering services specific to the
District including any required notices, mailings or property owner protest ballot
proceedings.
County Administration Fee — This is the actual cost to the Zone 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 each Zone for the County to collect
assessments on the property tax bills. This charge is on a per assessment basis and is
currently estimated at $0.16 per assessment. This cost is in addition to the County
Administration Fee.
Note: - The administrative costs of the District are borne by each Zone in proportion to the
aggregate costs of the entire District. Costs related to direct administration are identified as
exempt, general and special benefits in the same proportion as the benefit finding for the
Direct Service costs. All costs related to the levy of assessments such as county fees and
contract administration are applied to each Zone regardless of any benefit findings (no
general benefit).
LEVY BREAKDOWN:
Reserve Collection/(Transfer)— The Reserve Account item is provided for collection
by the District of funds to operate the Zone 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. Negative amounts
shown for these budget items are transfers from the reserve fund that are used to
reduce the Balance to Levy. The Reserve Fund eliminates the need for the City to
transfer funds from non-District accounts.
Other Revenue Source/General Fund Contribution — This item includes additional
funds designated for the Zone that are not from District assessments. These funds are
added to the Zone account to reduce assessments, and may be from either non-District
or District sources including City General Fund Contributions and interest earnings.
Contribution Replenishment — The Contribution Replenishment represents
repayments of amounts that had been temporarily advanced to the Zone from other
revenue sources or funds temporarily being loaned to the District for the current Fiscal
MuniFinancial Page 28
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2002/03
year. The repayment is typically for the cost of capital improvement projects that the
City advanced to the Zone and is collected through district assessments over several
years or may be for repayment of negative Reserves.
Balance to Levy — This is the total amount to be collected for the current fiscal year
through assessments (for special benefits) or from other revenue source (for general
benefits). The Balance to Levy represents the sum of Total Direct and Administration
Costs, the Reserve Account/Other Revenue Source, the Beginning Balance, and the
Contribution Replenishment. Only those costs related to the improvements identified
as special benefits are levied and collected on the tax roll.
DISTRICT STATISTICS:
Total Parcels — The total number of parcels within the Zone boundary.
Total Parcels Levied— The total number of parcels within the Zone that are assessed.
Non-assessable lots or parcels may include parcels of land principally encumbered by
public right-of-ways, easements, common areas, and/or parcels within the boundaries
of the Zone that currently do not benefit from the improvements due possibly to
development restrictions.
Total Equivalent Dwelling Unit (EDU) — Equivalent Dwelling Unit (EDU) is a
numeric value calculated for each parcel based on the parcel's land use and size. The
EDU shown in the Zone budget, (Section III B), represents the sum total of all parcel
EDU's that receive special benefits from the improvements.
Levy per EDU — This amount represents the rate being applied to each parcel's
individual EDU. The Levy per Equivalent Dwelling Unit, is the result of dividing the
total Balance to Levy, by the sum of the Zone EDU's, for the fiscal year.
MunzFinancial Page 29
Palm Desert Landscape and Lighting Distr
Revised Budgets
B. District Budgets
TABLE IV ZONE 2 CANYON COVE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $26,120 $1,990 $24,130
Landscape Utilities 37,500 2,858 34,643
Landscape Extras (Repairs/Materials/Equipment) 1,820 139 1,681
Tree Pruning 8,675 661 8,014
Street Lighting 250 0 250
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 74,365 5,648 68,717
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 74,365 5,648 68,717
ADMINISTRATION COSTS
District Administration 6,990 533 6,457
County Administration Fee 25 0 25
County Per Parcel Fee 44 0 44
Administration Costs(Subtotal) 7,059 533 6,527
LEVY BREAKDOWN
Total Direct and Admin. Costs 81,424 6,180 75,244
Reserve Collection/ (Transfers) 0 0 0
Other Revenues/General Fund Contribution (63,167) (6,180) (56,987)
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 18,257 0 18,257
DISTRICT STATISTICS
Total Parcels 225
Total Parcels Levied 222
Total Equivalent Dwelling Units 222.00
Levy per EDU $82.24
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 0
Anticipated Reserve Balance 0
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $82.2422
Maximum Assessment Rate Proposed FY 2002/03 $82.2422
GPI Applied: 2.70%
MuniFinancial Page 1
j
Palm Desert Landscape and Lighting Distril
Revised Budgets
TABLE IV ZONE 3 VINEYARDS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,080 $0 $3,080
Landscape Utilities 1,200 0 1,200
Landscape Extras (Repairs/Materials/Equipment) 920 0 920
Tree Pruning 150 0 150
Street Lighting 800 0 800
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 6,150 0 6,150
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 6,150 0 6,150
ADMINISTRATION COSTS
District Administration 1,486 0 1,486
County Administration Fee 25 0 25
County Per Parcel Fee 26 0 26
Administration Costs(Subtotal) 1,537 0 1,537
LEVY BREAKDOWN
Total Direct and Admin. Costs 7,687 0 7,687
Reserve Collection/ (Transfers) 192 0 192
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 7,880 0 7,880
DISTRICT STATISTICS
Total Parcels 147
Total Parcels Levied 132
Total Equivalent Dwelling Units 133.20
Levy per EDU $59.16
RESERVE INFORMATION
Beginning Reserve Balance 5,207
Reserve Account Activity 192
Anticipated Reserve Balance 5,399
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $36.4465
Maximum Assessment Rate Proposed FY 2002/03 $59.1600
CPI Applied: 2.70%
MuniFinancial Page 2
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV ZONE 4 PARKVIEW ESTATES
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $0 $0 $0
Landscape Utilities 0 0 0
Landscape Extras (Repairs/Materials/Equipment) 0 0 0
Tree Pruning 0 0 0
Street Lighting 2,800 280 2,520
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 2,800 280 2,520
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 2,800 280 2,520
ADMINISTRATION COSTS
District Administration 1,406 141 1,265
County Administration Fee 25 0 25
County Per Parcel Fee 34 0 34
Administration Costs(Subtotal) 1,465 141 1,325
LEVY BREAKDOWN
Total Direct and Admin. Costs 4,265 421 3,845
Reserve Collection/ (Transfers) 96 0 96
Other Revenues/General Fund Contribution (421) (421) 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 3,941 0 3,941
DISTRICT STATISTICS
Total Parcels 175
Total Parcels Levied 172
Total Equivalent Dwelling Units 172.00
Levy per EDU $22.92
RESERVE INFORMATION
Beginning Reserve Balance 1,408
Reserve Account Activity 96
Anticipated Reserve Balance 1,504
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $20.5715
Maximum Assessment Rate Proposed FY 2002/03 $22.9200
CPI Applied: 2.70%
MuniFinancial Page 3
Palm Desert Landscape and Lighting Disti
Revised Budgets
TABLE IV ZONE 5 DESERT MIRAGE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $7,760 $0 $7,760
Landscape Utilities 3,450 0 3,450
Landscape Extras(Repairs/Materials/Equipment) 1,160 0 1,160
Tree Pruning 800 0 800
Street Lighting 450 0 450
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 13,620 0 13,620
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 13,620 0 13,620
ADMINISTRATION COSTS
District Administration 1,598 0 1,598
County Administration Fee 10 0 10
County Per Parcel Fee 6 0 6
Administration Costs(Subtotal) 1,614 0 1,614
LEVY BREAKDOWN
Total Direct and Admin. Costs 15,234 0 15,234
Reserve Collection/ (Transfers) 381 0 381
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 15,615 0 15,615
DISTRICT STATISTICS
Total Parcels 29
Total Parcels Levied 29
Total Equivalent Dwelling Units 29.00
Levy per EDU $538.44
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 381
Anticipated Reserve Balance 381
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $69.2569 I
Maximum Assessment Rate Proposed FY 2002/03 $538.4400
GPI Applied: 2.70%
MuniFinancial Page 4
Palm Desert Landscape and Lighting Disti
Revised Budgets
TABLE IV ZONE 5 SANDCASTLES
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $0 $0 $0
Landscape Utilities 0 0 0
Landscape Extras (Repairs/Materials/Equipment) 0 0 0
Tree Pruning 0 0 0
Street Lighting 1,200 0 1,200
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 1,200 0 1,200
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 1,200 0 1,200
ADMINISTRATION COSTS
District Administration 716 0 716
County Administration Fee 10 0 10
County Per Parcel Fee 8 0 8
Administration Costs(Subtotal) 734 0 734
LEVY BREAKDOWN
Total Direct and Admin. Costs 1,934 0 1,934
Reserve Collection/ (Transfers) 48 0 48
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 1,983 0 1,983
1 DISTRICT STATISTICS
Total Parcels 41
Total Parcels Levied 41
Total Equivalent Dwelling Units 41.00
Levy per EDU $48.36
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 48
Anticipated Reserve Balance 48
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $37.0200
Maximum Assessment Rate Proposed FY 2002/03 $48.3600
GPI Applied: 2.70%
MuniFinancial Page 5
Palm Desert Landscape and Lighting Dist'
Revised Budgets
• TABLE IV ZONE 5 PRIMROSE 2
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,850 $0 $2,850
Landscape Utilities 700 0 700
Landscape Extras (Repairs/Materials/Equipment) 680 0 680
Tree Pruning 500 0 500
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 4,880 0 4,880
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 4,880 0 4,880
ADMINISTRATION COSTS
District Administration 976 0 976
County Administration Fee 10 0 10
County Per Parcel Fee 7 0 7
Administration Costs(Subtotal) 993 0 993
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,873 0 5,873
Reserve Collection/ (Transfers) 147 0 147
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 6,020 0 6,020
DISTRICT STATISTICS
Total Parcels 37
Total Parcels Levied 37
Total Equivalent Dwelling Units 37.00
Levy per EDU $162.70
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 147
Anticipated Reserve Balance 147
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $106.2336
Maximum Assessment Rate Proposed FY 2002/03 $162.7000
GPI Applied: 2.70%
MuniFinancial Page 6
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 6 HOVLEY LANE MONTEREY MEADOWS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $4,180 $0 $4,180
Landscape Utilities 1,100 0 1,100
Landscape Extras (Repairs/Materials/Equipment) 980 0 980
Tree Pruning 308 0 308
Street Lighting 450 0 450
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 7,018 0 7,018
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 7,018 0 7,018
ADMINISTRATION COSTS
District Administration 1,262 0 1,262
County Administration Fee 2 0 2
County Per Parcel Fee 8 0 8
Administration Costs(Subtotal) 1,272 0 1,272
LEVY BREAKDOWN
Total Direct and Admin. Costs 8,290 0 8,290
Reserve Collection/ (Transfers) 215 0 215
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 8,505 0 8,505
DISTRICT STATISTICS
Total Parcels 40
Total Parcels Levied 40
Total Equivalent Dwelling Units 40.00
Levy per EDU $212.62
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 215
Anticipated Reserve Balance 215
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $82.2426
Maximum Assessment Rate Proposed FY 2002/03 $212.6200
GPI Applied: 2.70%
MuniFinancial Page 7
Palm Desert Landscape and Lighting Distr
Revised Budgets
• TABLE IV ZONE 6 HOVLEY LANE THE GLEN
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $6,280 $0 $6,280
Landscape Utilities 770 0 770
Landscape Extras (Repairs/Materials/Equipment) 1,040 0 1,040
Tree Pruning 532 0 532
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 8,622 0 8,622
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 8,622 0 8,622
ADMINISTRATION COSTS
District Administration 1,166 0 1,166
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 1,171 0 1,171
LEVY BREAKDOWN
Total Direct and Admin. Costs 9,793 0 9,793
Reserve Collection/ (Transfers) 245 0 245
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 10,038 0 10,038
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $627.38
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 245
Anticipated Reserve Balance 245
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $137.1720
Maximum Assessment Rate Proposed FY 2002/03 $627.3800
CPI Applied: 2.70%
MuniFinancial Page 8
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV ZONE 6 HOVLEY LANE HOVLEY ESTATES
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $4,180 $0 $4,180
Landscape Utilities 2,400 0 2,400
Landscape Extras(Repairs/Materials/Equipment) 1,380 0 1,380
Tree Pruning 552 0 552
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 8,662 0 8,662
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 8,662 0 8,662
ADMINISTRATION COSTS
District Administration 1,170 0 1,170
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 1,175 0 1,175
LEVY BREAKDOWN
Total Direct and Admin. Costs 9,837 0 9,837
Reserve Collection/ (Transfers) 246 0 246
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 10,083 0 10,083
DISTRICT STATISTICS
Total Parcels 17
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $630.20
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 246
Anticipated Reserve Balance 246
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $249.2492
Maximum Assessment Rate Proposed FY 2002/03 $630.2000
CPI Applied: 2.70%
MuniFinancial Page 9
Palm Desert Landscape and Lighting Distr___
Revised Budgets
TABLE IV ZONE 6 HOVLEY LANE SONATA 1
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $6,040 $0 $6,040
Landscape Utilities 1,400 0 1,400
Landscape Extras(Repairs/Materials/Equipment) 1,440 0 1,440
Tree Pruning 800 0 800
Street Lighting 100 0 100
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 9,780 0 9,780
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 9,780 0 9,780
ADMINISTRATION COSTS
District Administration 1,254 0 1,254
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 1,259 0 1,259
LEVY BREAKDOWN
Total Direct and Admin. Costs 11,039 0 11,039
Reserve Collection/(Transfers) 276 0 276
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 11,315 0 11,315
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $707.20
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 276
Anticipated Reserve Balance 276
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $133.1897
Maximum Assessment Rate Proposed FY 2002/03 $707.2000
CPI Applied: 2.70%
MuniFinancial Page 10
Palm Desert Landscape and Lighting Disti
Revised Budgets
TABLE IV ZONE 6 HOVLEY LANE SONATA 2
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $11,820 $0 $11,820
Landscape Utilities 3,600 0 3,600
Landscape Extras(Repairs/Materials/Equipment) 1,400 0 1,400
Tree Pruning 1,250 0 1,250
Street Lighting 230 0 230
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 18,300 0 18,300
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 18,300 0 18,300
ADMINISTRATION COSTS
District Administration 2,228 0 2,228
County Administration Fee 2 0 2
County Per Parcel Fee 19 0 19
Administration Costs(Subtotal) 2,249 0 2,249
LEVY BREAKDOWN
Total Direct and Admin. Costs
20,549 0 20,549
Reserve Collection/(Transfers) 514 0 514
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 21,063 0 21,063
DISTRICT STATISTICS
Total Parcels 94
Total Parcels Levied 94
Total Equivalent Dwelling Units 94.00
Levy per EDU $224.06
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 514
Anticipated Reserve Balance 514
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $44.6599
Maximum Assessment Rate Proposed FY 2002/03 $489.6600
CPI Applied: 2.70%
MuniFinancial Page 11
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV ZONE 6 HOVLEY LANE HOVLEY COLLECTION
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $7,260 $0 $7,260
Landscape Utilities 1,600 0 1,600
Landscape Extras(Repairs/Materials/Equipment) 1,060 0 1,060
Tree Pruning 2,316 0 2,316
Street Lighting 200 0 200
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 12,436 0 12,436
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 12,436 0 12,436
ADMINISTRATION COSTS
District Administration 2,052 0 2,052
County Administration Fee 2 0 2
County Per Parcel Fee 8 0 8
Administration Costs(Subtotal) 2,062 0 2,062
LEVY BREAKDOWN
Total Direct and Admin.Costs 14,498 0 14,498
Reserve Collection/(Transfers) 396 0 396
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 14,894 0 14,894
DISTRICT STATISTICS
Total Parcels 38
Total Parcels Levied 38
Total Equivalent Dwelling Units 38.00
Levy per EDU $391.94
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 396
Anticipated Reserve Balance 396
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $119.7388
Maximum Assessment Rate Proposed FY 2002/03 $391.9400
CPI Applied: 2.70%
MuniFinancial Page 12
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 6 HOVLEY LANE LA PALOMA 1
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $4,180 $0 $4,180
Landscape Utilities 1,450 0 1,450
Landscape Extras(Repairs/Materials/Equipment) 890 0 890
Tree Pruning ing 250 0 250
Street Lighting 100 0 100
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 6,870 0 6,870 1
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 6,870 0 6,870
ADMINISTRATION COSTS
District Administration 1,282 0 1,282
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 1,287 0 1,287
LEVY BREAKDOWN
Total Direct and Admin. Costs 8,157 0 8,157
Reserve Collection/ (Transfers) 220 0 220
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 8,378 0 8,378
DISTRICT STATISTICS
Total Parcels 17
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $523.60
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 220
Anticipated Reserve Balance 220
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $192.3720
Maximum Assessment Rate Proposed FY 2002/03 $523.6000
C'I Applied: 2.70%
MuniFinancial Page 13
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 6 HOVLEY LANE LA PALOMA 2
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $4,800 $0 $4,800
Landscape Utilities 1,190 0 1,190
Landscape Extras(Repairs/Materials/Equipment) 840 0 840
Tree Pruning 250 0 250
Street Lighting 100 0 100
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 7,180 0 7,180
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 7,180 0 7,180
ADMINISTRATION COSTS
District Administration 1,058 0 1,058
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 1,063 0 1,063
LEVY BREAKDOWN
Total Direct and Admin.Costs 8,243 0 8,243
Reserve Collection/ (Transfers) 206 0 206
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 8,449 0 8,449
DISTRICT STATISTICS
Total Parcels 19
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $528.08
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 206
Anticipated Reserve Balance 206
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $361.9324
Maximum Assessment Rate Proposed FY 2002/03 $528.0800
Q'I Applied: 2.70%
MuniFinancial Page 14
Palm Desert Landscape and Lighting Distr:
Revised Budgets
TABLE IV ZONE 6 LA PALOMA 3
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,320 $0 $3,320
Landscape Utilities 600 0 600
Landscape Extras(Repairs/Materials/Equipment) 770 0 770
Tree Pruning 250 0 250
Street Lighting 100 0 100
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 5,040 0 5,040
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 5,040 0 5,040
ADMINISTRATION COSTS
District Administration 894 0 894
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 899 0 899
LEVY BREAKDOWN
Total Direct and Admin.Costs 5,939 0 5,939
Reserve Collection/(Transfers) 148 0 148
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 6,087 0 6,087
DISTRICT STATISTICS
Total Parcels 17
Total Parcels Levied 15
Total Equivalent Dwelling Units 15.00
Levy per EDU $405.84
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 148
Anticipated Reserve Balance 148
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $263.8601
Maximum Assessment Rate Proposed FY 2002/03 $405.8400
Q'I Applied: 2.70%
MuniFinancial Page 15
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV ZONE 6 SANDPIPER COURT
Total General Special
Budget Benefit Benefit
i DIRECT COSTS
Maintenance Costs $4,020 $0 $4,020
Landscape Utilities 1,080 0 1,080
Landscape Extras(Repairs/Materials/Equipment) 790 0 790
Tree Pruning 300 0 300
Street Lighting 130 0 130
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 6,320 0 6,320
Renovation/Capital Improvement Expenditures 0 0 0 1
Total Direct Costs 6,320 0 6,320
ADMINISTRATION COSTS
District Administration 994 0 994
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 999 0 999
LEVY BREAKDOWN
Total Direct and Admin. Costs 7,319 0 7,319
Reserve Collection/ (Transfers) 183 0 183
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 7,502 0 7,502
DISTRICT STATISTICS
Total Parcels 19
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $468.88
RESERVE INFORMATION
I Beginning Reserve Balance 0
Reserve Account Activity 183
Anticipated Reserve Balance 183
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $341.8842
Maximum Assessment Rate Proposed FY 2002/03 $468.8800
Q'I Applied: 2.70%
MuniFinancial Page 16
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 6 SANDPIPER WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $4,020 $0 $4,020
Landscape Utilities 1,080 0 1,080
Landscape Extras(Repairs/Materials/Equipment) 790 0 790
Tree Pruning 391 0 391
Street Lighting 130 0 130
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 6,411 0 6,411
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 6,411 0 6,411
ADMINISTRATION COSTS
District Administration 1,000 0 1,000
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 1,005 0 1,005
LEVY BREAKDOWN
Total Direct and Admin. Costs 7,416 0 7,416
Reserve Collection/(Transfers) 185 0 185
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 7,602 0 7,602
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $475.10
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 185
Anticipated Reserve Balance 185
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $341.8842
Maximum Assessment Rate Proposed FY 2002/03 $475.1000
CPI Applied: 2.70%
MuniFinancial Page 17
Palm Desert Landscape and Lighting Dist]
Revised Budgets 1
TABLE IV ZONE 6 HOVLEY WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,645 $547 $3,098
Landscape Utilities 740 111 629
Landscape Extras(Repairs/Materials/Equipment) 900 135 765
Tree Pruning 570 86 485
Street Lighting 130 0 130
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 5,985 878 5,107
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 5,985 878 5,107
ADMINISTRATION COSTS
District Administration 968 145 823
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 973 145 828
LEVY BREAKDOWN
Total Direct and Admin.Costs 6,958 1,023 5,935
Reserve Collection/(Transfers) 148 0 148
1 Other Revenues/General Fund Contribution (1,023) (1,023) 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 6,083 0 6,083
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $380.20
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 148
Anticipated Reserve Balance 148
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $278.7541
Maximum Assessment Rate Proposed FY 2002/03 $380.2000
CPI Applied: 2.70%
MuniFinancial Page 18
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 6 DIAMONDBACK
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,620 $0 $3,620
Landscape Utilities 600 0 600
Landscape Extras (Repairs/Materials/Equipment) 770 0 770
Tree Pruning 250 0 250
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 5,390 0 5,390
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 5,390 0 5,390
ADMINISTRATION COSTS
District Administration 490 0 490
County Administration Fee 0 0 0
County Per Parcel Fee 4 0 4
Administration Costs(Subtotal) 494 0 494
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,884 0 5,884
Reserve Collection/ (Transfers) 147 0 147
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 6,031 0 6,031
DISTRICT STATISTICS
Total Parcels 71
Total Parcels Levied 67
Total Equivalent Dwelling Units 67.00
Levy per EDU $90.02
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 147
Anticipated Reserve Balance 147
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $0.0000
Maximum Assessment Rate Proposed FY 2002/03 $90.0200
C'I Applied: 2.70%
MuniFinancial Page 19
a
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 6 PALM COURT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,620 $0 $3,620
Landscape Utilities 600 0 600
Landscape Extras (Repairs/Materials/Equipment) 770 0 770
Tree Pruning 400 0 400
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 5,390 0 5,390
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 5,390 0 5,390
ADMINISTRATION COSTS
District Administration 490 0 490
County Administration Fee 0 0 0
County Per Parcel Fee 4 0 4
Administration Costs(Subtotal)
494 0 494
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,884 0 5,884
Reserve Collection/ (Transfers)
147 0 147
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 6,031 0 6,031
DISTRICT STATISTICS
Total Parcels 71
Total Parcels Levied 67
Total Equivalent Dwelling Units 67.00
Levy per EDU $90.02
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 147
Anticipated Reserve Balance 147
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $0.0000
Maximum Assessment Rate Proposed FY 2002/03 $90.0200
CPI Applied: 2.70%
MuniFinancial Page 20
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 7 WARING COURT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $6,120 $0 $6,120
Landscape Utilities 2,180 0 2,180
Landscape Extras(Repairs/Materials/Equipment) 790 0 790
Tree Pruning 950 0 950
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 10,040 0 10,040
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 10,040 0 10,040
ADMINISTRATION COSTS
District Administration 1,274 0 1,274
County Administration Fee 25 0 25
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) 1,302 0 1,302
LEVY BREAKDOWN
Total Direct and Admin.Costs 11,342 0 11,342
Reserve Collection/ (Transfers) 284 0 284
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 11,626 0 11,626
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $726.60
RESERVE INFORMATION
Beginning Reserve Balance 3,319
Reserve Account Activity 284
Anticipated Reserve Balance 3,603
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $404.8934
Maximum Assessment Rate Proposed FY 2002/03 $726.6000
CPI Applied: 2.70%
MuniFinancial Page 21
1
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV ZONE 8 PALM GATE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,700 $0 $3,700
Landscape Utilities 500 0 500
Landscape Extras(Repairs/Materials/Equipment) 1,040 0 1,040
Tree Pruning 1,160 0 1,160
Street Lighting 300 0 300
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 6,700 0 6,700
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 6,700 0 6,700
ADMINISTRATION COSTS
District Administration 1,112 0 1,112
County Administration Fee 25 0 25
County Per Parcel Fee 7 0 7
Administration Costs(Subtotal) 1,144 0 1,144
LEVY BREAKDOWN
Total Direct and Admin. Costs 7,844 0 7,844
Reserve Collection/(Transfers) 196 0 196
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 8,041 0 8,041
DISTRICT STATISTICS
Total Parcels 37
Total Parcels Levied 37
Total Equivalent Dwelling Units 37.00
Levy per EDU $217.32
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 196
Anticipated Reserve Balance 196
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $67.1533
Maximum Assessment Rate Proposed FY 2002/03 $217.3200
C'I Applied: 2.70%
Munifinancial Page 22
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV ZONE 9 THE GROVE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $8,500 $0 $8,500
Landscape Utilities 2,700 0 2,700
Landscape Extras(Repairs/Materials/Equipment) 1,060 0 1,060
Tree Pruning 3,566 0 3,566
Street Lighting 2,200 0 2,200
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 18,026 0 18,026
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 18,026 0 18,026
ADMINISTRATION COSTS
District Administration 2,258 0 2,258
County Administration Fee 25 0 25
County Per Parcel Fee 21 0 21
Administration Costs(Subtotal) 2,304 0 2,304
LEVY BREAKDOWN
Total Direct and Admin.Costs 20,330 0 20,330
Reserve Collection/(Transfers) 508 0 508
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 20,838 0 20,838
DISTRICT STATISTICS
Total Parcels 105
Total Parcels Levied 105
Total Equivalent Dwelling Units 105.00
Levy per EDU $198.46
RESERVE INFORMATION
Beginning Reserve Balance 17,608
Reserve Account Activity 508
Anticipated Reserve Balance 18,116
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $155.5954
Maximum Assessment Rate Proposed FY 2002/03 $198.4600
CPI Applied: 2.70%
MuniFinancial Page 23
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV ZONE 11 PORTOLA PLACE
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $4,320 $0 $4,320
Landscape Utilities 900 0 900
Landscape Extras(Repairs/Materials/Equipment) 840 0 840
Tree Pruning 400 0 400
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 6,460 0 6,460
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 6,460 0 6,460
ADMINISTRATION COSTS
District Administration 1,034 0 1,034
County Administration Fee 25 0 25
County Per Parcel Fee 5 0 5
Administration Costs(Subtotal) 1,064 0 1,064
LEVY BREAKDOWN
Total Direct and Admin.Costs 7,524 0 7,524
Reserve Collection/(Transfers) 188 0 188
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 7,712 0 7,712
DISTRICT STATISTICS
Total Parcels 23
Total Parcels Levied 23
Total Equivalent Dwelling Units 23.00
Levy per EDU $335.30
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 188
Anticipated Reserve Balance 188
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $183.1045
Maximum Assessment Rate Proposed FY 2002/03 $335.3000
C'I Applied: 2.70%
MuniFinancial Page 24
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 13 PALM DESERT COUNTRY CLUB
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $13,440 $0 $13,440
Landscape Utilities 3,750 0 3,750
Landscape Extras(Repairs/Materials/Equipment) 1,600 0 1,600
Tree Pruning 0 0 0
Street Lighting 22,000 0 22,000
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 40,790 0 40,790
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 40,790 0 40,790
ADMINISTRATION COSTS
District Administration 11,986 0 11,986
County Administration Fee 25 0 25
County Per Parcel Fee 1,731 0 1,731
Administration Costs(Subtotal) 13,742 0 13,742
LEVY BREAKDOWN
Total Direct and Admin. Costs 54,532 0 54,532
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 54,532 0 54,532
DISTRICT STATISTICS
Total Parcels 1,768
Total Parcels Levied 1,731
Total Equivalent Dwelling Units 2,260.68
Levy per EDU $24.12
RESERVE INFORMATION
Beginning Reserve Balance 115,863
Reserve Account Activity 0
Anticipated Reserve Balance 115,863
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $27.0054
Maximum Assessment Rate FY 2002/03 $26.2954
CPI Applied: 2.70%
*The beginning Reserve Balance is largely the result of Reserve Funds transferred to the City from the Count when
this Zone became part of the City of Palm Desert. Per prior Council action a portion of this Reserve Fund will be
used annually to reduce the assessments over several years.
MuniFinancial Page 25
Palm Desert Landscape and Lighting Distri
Revised Budgets
TABLE IV ZONE 14 K & B AT PALM DESERT
Total General Special
Budget Benefit Benefit
DIRECT COSTS .
Maintenance Costs $13,680 $0 $13,680
Landscape Utilities 3,100 0 3,100
Landscape Extras(Repairs/Materials/Equipment) 1,320 0 1,320
Tree Pruning 1,525 0 1,525
Street Lighting 220 0 220
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 19,845 0 19,845
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 19,845 0 19,845
ADMINISTRATION COSTS
District Administration 2,644 0 2,644
County Administration Fee 25 0 25
County Per Parcel Fee 33 0 33
Administration Costs(Subtotal) 2,702 0 2,702
LEVY BREAKDOWN
Total Direct and Admin. Costs 22,547 0 22,547
Reserve Collection/(Transfers) 564 0 564
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 23,110 0 23,110
DISTRICT STATISTICS
Total Parcels 165
Total Parcels Levied 163
Total Equivalent Dwelling Units 163.00
Levy per EDU $141.78
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 564
Anticipated Reserve Balance 564
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $55.5884
Maximum Assessment Rate Proposed FY 2002/03 $141.7800
CPI Applied: 2.70%
MuniFinancial Page 26
Palm Desert Landscape and Lighting Distr:
Revised Budgets
TABLE IV ZONE 15 CANYON CREST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $5,920 $0 $5,920
Landscape Utilities 700 0 700
Landscape Extras(Repairs/Materials/Equipment) 540 0 540
Tree Pruning 200 0 200
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 7,360 0 7,360
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 7,360 0 7,360
ADMINISTRATION COSTS
District Administration 1,292 0 1,292
County Administration Fee 25 0 25
County Per Parcel Fee 13 0 13
Administration Costs(Subtotal) 1,330 0 1,330
LEVY BREAKDOWN
Total Direct and Admin.Costs 8,690 0 8,690
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 8,690 0 8,690
DISTRICT STATISTICS •
Total Parcels 71
Total Parcels Levied 67
Total Equivalent Dwelling Units 67.00
Levy per EDU $129.70
RESERVE INFORMATION
Beginning Reserve Balance 1,764
Reserve Account Activity 0
Anticipated Reserve Balance 1,764
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $146.0889
Maximum Assessment Rate FY 2002/03 $142.2482
Q'I Applied: 2.70%
MuniFinancial Page 27
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV ZONE 16 SHEPHERD LANE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $23,200 $0 $23,200
Landscape Utilities 6,496 0 6,496
Landscape Extras (Repairs/Materials/Equipment) 4,176 0 4,176
Tree Pruning 232 0 232
Street Lighting 1,050 0 1,050
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 35,154 0 35,154
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 35,154 0 35,154
ADMINISTRATION COSTS
District Administration 3,132 0 3,132
County Administration Fee 0 0 0
County Per Parcel Fee 15 0 15
Administration Costs(Subtotal) 3,147 0 3,147
LEVY BREAKDOWN
Total Direct and Admin. Costs 38,301 0 38,301
Reserve Collection/ (Transfers) 958 0 958
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 39,259 0 39,259
DISTRICT STATISTICS
Total Parcels 77
Total Parcels Levied 77
Total Equivalent Dwelling Units 171.00
Levy per EDU $229.58
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 958
Anticipated Reserve Balance 958
ASSESSMENT INFORMATION
Existing Adjusted Maximum Rate $0.0000
Maximum Assessment Rate Proposed FY 2002/03 $229.5800
GPI Applied: 2.70%
MuniFinancialPage 28
Palm Desert Landscape and Lighting Distr
Revised Budgets
TABLE IV TOTAL DISTRICT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $189,675 $2,537 $187,138
Landscape Utilities 81,386 2,969 78,418
Landscape Extras (Repairs/Materials/Equipment) 29,766 274 29,492
Tree Pruning ing 26,577 747 25,830
Street Lighting 33,390 280 33,110
Special District Services 0 0 0
Annual Direct Costs(Subtotal) 314,860 6,806 308,054
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 314,860 6,806 308,054
ADMINISTRATION COSTS
District Administration 54,212 818 53,394
County Administration Fee 304 0 304
County Per Parcel Fee 2,026 0 2,026
Administration Costs(Subtotal) 56,542 818 55,724
LEVY BREAKDOWN
Total Direct and Admin. Costs 417,336 7,624 409,712
Reserve Collection/ (Transfers) 6,839 0 6,839
Other Revenues/General Fund Contribution (64,611) (7,624) (56,987)
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 359,564 0 359,564
DISTRICT STATISTICS
Total Parcels
Total Parcels Levied 3,301
Total Equivalent Dwelling Units 3,926
Levy per EDU N/A
RESERVE INFORMATION
Beginning Reserve Balance 145,169
Reserve Account Activity 6,839
Anticipated Reserve Balance 152,007
MuniFinancial Page 29
►
APPENDIX A - DISTRICT BOUNDARY MAPS
The Boundary Maps for the District and/or Zones are on file in the office of Public Works and
are, by reference, made part of this Report. The Boundary Maps are available for inspection at
the Office of Public Works.
MuniFinancial Page 30
APPENDIX B - 2002/03 COLLECTION ROLL
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on
the Riverside County Assessor's map for the year in which this Report is prepared.
Non-assessable lots or parcels may include areas of public streets and other roadways (typically
not assigned an APN by the County); dedicated public easements, open space areas and rights-
of-ways including public greenbelts and parkways; utility rights-of-ways; common areas;
landlocked parcels, small parcels vacated by the County, bifurcated lots, and any other
property that can not be developed. These types of parcels are considered to receive little or no
benefit from the improvements and are therefore exempted from assessment. Properties
outside the District boundary receive no direct or special benefits from the improvements
provided by the District and are not assessed.
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on
the Riverside County Assessor's map for the year in which this Report is prepared. The land
use classification for each parcel is based on the Riverside County Assessor's Roll. A listing of
parcels assessed within this District, along with the proposed assessment amounts, shall be
submitted to the City Clerk, under a separate cover, and by reference is made part of this
Report.
Approval of this Report (as submitted or as modified) confirms the method of apportionment
and the maximum assessment rate to be levied against each eligible parcel and thereby
constitutes the approved levy and collection of assessments for the fiscal year. The parcels and
the amount of assessment to be levied shall be submitted to the County Auditor/Controller
and included on the property tax roll for the fiscal year.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an
invalid parcel number for the current fiscal year, a corrected parcel number and/or new parcel
numbers will be identified and resubmitted to the County Auditor/Controller. The assessment
amount to be levied and collected for the resubmitted parcel or parcels shall be based on the
method of apportionment and assessment rate approved in this Report. Therefore, if a single
parcel has changed to multiple parcels, the assessment amount applied to each of the new
parcels shall be recalculated and applied according to the approved method of apportionment
and assessment rate rather than a proportionate share of the original assessment.
MuniFinancial Page 31
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