HomeMy WebLinkAboutCC RES 97-037RESOLUTION NO. 97-37
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, FOR PRELIMINARY APPROVAL OF THE ENGINEER'S REPORT
REGARDING THE PROPOSED LEVY AND COLLECTION OF ASSESSMENTS
FOR THE CONSOLIDATED PALM DESERT LANDSCAPE AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICT, FISCAL YEAR 1997/98
The City Council of the City of Palm Desert (hereafter referred to as the "City Council") does
resolve as follows:
WHEREAS, The City Council pursuant to provisions of the Landscape and Lighting
Act of 1972 (commencing with Section 22500) of Division 15 of the California Streets and Highways
Code (hereafter referred to as the "Act") did by previous Resolution, order the preparation of an
Engineer's Annual Levy Report (hereafter referred to as the "Report") for the District known
and designated as the Consolidated Palm Desert Landscape and Lighting Maintenance
Assessment District (hereafter referred to as the "District"); and,
WHEREAS, there has now been presented to this City Council the Report as required
by Chapter 1, Article 4, Section 22566 of said Act; and,
WHEREAS, this City Council has carefully examined and reviewed the Report as
presented, and is preliminarily satisfied with the District, each and all of the budget items and
documents as set forth therein, and is satisfied that the levy amounts, on a preliminary basis,
have been spread in accordance with the special benefit received from the improvements,
operation, maintenance and services to be performed within the District, as set forth in said
Report; and,
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS:
Section 1 That the above recitals are true and correct.
Section 2 That the "Report" as presented, consisting of the following:
a. A Description of Improvements.
b. The Annual Budget (Costs and Expenses of Services, Operations and Maintenance)
c. The District Roll containing the Fiscal Year 1997/98 Levy for each Assessor Parcel
within the District.
is hereby approved on a preliminary basis, and ordered to be filed in the Office of the City
Clerk as a permanent record and to remain open to public inspection.
Section 3 That the City Clerk shall certify to the passage and adoption of this Resolution, and
the minutes of this meeting shall so reflect the presentation of the Report.
RESOLUTION NO. 97-37
PASSED, APPROVED, AND ADOPTED this
STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss.
CITY OF PALM DESERT )
8th day of May , 1997.
Mayor
City of Palm Desert,
City Clerk
City of Palm Desert
I, Sheila Gill ; gnn , City Clerk of the City of Palm Desert,
County of Riverside, State of California do hereby certify that the foregoing Resolution No.
97-37 was regularly adopted by the City Council of said City of Palm Desert at a
regular meeting of said council held on the 8th day of May , 1997 by
the following vote:
AYES: BENSON, CRITES, SNYDER, SPEIGEL, KELLY
NOES: NONE
NONE
ABSENT:
ABSTAINED: NONE
City Clerk
City of Palm Desert
RESOLUTION NO. 97-37
CITY OF
PALM DESERT
CONSOLIDATED PALM DESERT LANDSCAPE AND LIGHTING
MAINTENANCE ASSESSMENT DISTRICT
FISCAL YEAR 1997/1998
PRELIMINARY ANNUAL LEVY REPORT
SUBMITTED: May 1, 1997
MuniFinancial
Corporate Office
28765 Single Oak Drive, Suite 200
Temecula, CA 92590
Tel: (909) 699-3990
Fax: (909) 699-3460
San Francisco Bay Office
One Donna Maria Way
Orinda, CA 94563
Tel: (510) 947-6864
www.muni.com Fax: (510) 376-1162
RESOLUTION NO. 97-37
TABLE OF CONTENTS
I. OVERVIEW........................................................................................................1
A. Introduction............................................................................................1
B. New Legislation........................................................................................2
C. Description of the District and Services ........................
D. General Improvements and Services within the District ..........................9
E. District Zones, Specific Areas Maintained and Special Benefit..................9
II. METHOD OF APPORTIONMENT.................................................................26
A. Description of the Method of Apportionment.........................................26
B. Assessment Range Formula......................................................................28
III. DISTRICT BUDGETS......................................................................................30
A. Description of Budget Items....................................................................30
B. District Budgets.......................................................................................34
Appendix A - LAND USE/BENEFIT UNIT FACTORS........................................A-1
Appendix B - DISTRICT BOUNDARY MAPS......................................................B-1
Appendix C - 1997/98 COLLECTION ROLL........................................................C-1
RESOLUTION NO. 97-37
I. 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 Landscape and Lighting Maintenance Assessment
District ("District"). The District was formed in 1993, through the
consolidation of several individual landscape and Iighting maintenance
district within the City. The Consolidated District includes the original
districts as separate benefit zones and sub -zones (Zones). The District has
been formed, and levied annually pursuant to the Landscape and Lighting
Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code
(the Act).
This Engineer's Annual Levy Report ("Report") describes the District, any
annexations, or changes to the District, and the proposed assessments for
Fiscal Year 1997/98. 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 and that 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.
Following consideration of all public comments, written protests, and
tabulation of property owner protest ballots at a noticed public hearing, and
review of the Final Engineer's Annual Levy Report, the City Council will
determine if a majority protest exists and may order amendments to the
Report or confirm as submitted. Following final approval of the Report,
and confirmation of the assessments and any annexations, the Council may
then order the levy and collection of assessments for Fiscal Year 1997/98
pursuant to the Act. In such case, the assessment information will be
submitted to the County Auditor/Controller, and included on the property
tax roll for each parcel in Fiscal Year 1997/98.
RESOLUTION NO. 97-37
B. New Legislation
On November 5, 1996, California voters approved Proposition 218 by a
margin of 56.5% to 43.5%. This Constitutional amendment was the latest in
a series of initiatives reducing the revenue -raising discretion of California
local governments.
Proposition 218 was approved by the voters of California on November 5,
1996, by 56.5% of the vote. The provisions of the Proposition, now
Constitutional Article MC and XHID, are summarized in four general
areas:
Strengthening of the general and special tax provisions of
Proposition 13 and Proposition 62.
2. Extension of the initiative process to all local taxes, assessments, fees,
and charges.
3. Addition of substantive and procedural requirements to assessments.
4. Addition of substantive and procedural requirements to property
related fees and charges.
Proposition 218's new restrictions on assessments are the most extensive in
the Measure. Assessments are defined as:
tr
... any levy or charge upon real property by an agency for a special benefit
conferred upon the real property. Assessment' includes, but is not limited to,
`special assessment,' `benefit assessment,' maintenance assessmentand `special
assessment tax.'" Article XHM Section 2b
Assessments are distinct from the regular one percent (10/6) property tax and
property tax debt overrides in that assessment rates are not levied on an ad
valorem basis, but rather on a benefit basis. While most often collected on
the property tax rolls, assessments are also distinct from parcel taxes in that
assessments are typically adopted under a protest procedure, rather than a
voter referendum.
Proposition 218 requires that beginning July 1, 1997, all new and existing
assessments (with some exceptions) conform with new substantive and
procedural requirements. The major elements of the substantive
requirements include:
• The assessment method of spread must be recalculated to ensure that all
properties receiving special benefit from the services funded by the
assessment are included in the assessment calculation. Properties owned
by schools and other governmental agencies —previously exempt from
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RESOLUTION NO. 97-37
some assessment charges —now must be included in the spread calculation
if those properties receive benefit from the improvements.
• Costs related to "general" benefit must be specifically removed from the
assessments. Only costs related to "special" benefit may be assessed.
• Finally, assessments must be spread to each parcel proportional to the
aggregate district (or zone) assessment.
Proposition 218 (Article XHID Section 5) exempts certain assessments from
the conformity requirement until they are increased. These four (4)
exemptions are:
• Assessments used exclusively to fund sidewalks, streets, sewers, water,
flood control, drainage systems, or vector control.
• Assessments approved by all the property owners at the time the
assessment was created (originally imposed pursuant to a 100%
landowner petition). Emergency legislation has been drafted and is
expected to be enacted that defines "consent" as "conditions of
development —to form or annex into a maintenance district."
• Assessments used exclusively for bond repayments, the cessation of
which would violate the Contract Impairment Clause of the U.S.
Constitution.
• Assessments previously approved by a majority of voters.
If an assessment is not exempt, the City must eliminate the assessment
or bring it into compliance with Proposition 218's substantive and
procedural requirements.
The Landscaping and Lighting Act of 1972, Streets and Highways Code
§22500, (1972 Act) provides that assessments may be apportioned by any
formula or method which 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 1972 Act also
permits the classification of various areas within the District into different
Zones where, by reason of the variation in the nature, location, or extent of
the improvements, the various areas will receive differing degrees of benefit
from the improvements. Proposition 218 does not change the use or
requirements of the 1972 Act, however it does bring to light some very
specific issues that must be addressed and ultimately impact the District.
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RESOLUTION NO. 97-37
Pursuant to the 1972 Act, the legislative body establishes and determines the
"estimated benefit received" by each parcel from the improvements.
Historically, the courts have not attempted to intervene in matters related
to this issue, and have upheld that the legislative body is ultimately
responsible for establishing benefit. However, Proposition 218 specifically
states:
"In any legal action contesting the validity of any assessment, the burden shall be
on the agency to demonstrate that the property or properties in question receive a
special benefit over and above the benefits conferred on the public at large and
that the amount of any contested assessment is proportional to, and no greater
than, the benefits conferred on the property or properties in question. " Article
XI M Section 4f
Therefore, the City now has a greater responsibility to identify the benefits
conferred on each parcel, and more closely quantifying the nexus.
Proposition 218 defines special benefit as
"... a particular and distinct benefit over and above general benefits conferred
on real property located in the district or to the public at large. General
enhancement of property value does not constitute `special benefit.'" Article
XIED Section 2i
This does not necessarily mean that "special benefit" cannot be "estimated
benefit", but the more subjective the nexus is between an assessment and
benefit, the more difficult the nexus is to defend.
Proposition 218 is very clear that the agency must identify all parcels which
have a special benefit conferred upon them and upon which an assessment
will be imposed. The proportionate special benefit to each parcel shall be
determined in relationship to the entirety of the public improvement or the
maintenance and operation expenses being provided, and
"Only special benefits are assessable, and an agency must s=grate the general
befits fs_ or m the �cial bmff= conferred on a parcel. Parcels within a district
that are owned or used by any agency, the State of California or the United
States shall not be exempt from assessment unless the agency can demonstrate by
clear and convincing evidence that such publicly owned parcels in fact receive
no special benefit." Article XHM Section 4a (Emphasis added)
As noted earlier, the proceedings for approving an assessment for a 1972 Act
district have also changed. Prior to Proposition 218, an annual public
hearing was held to listen to input and protests of the property owners,
(mailed noticing and an additional public meeting were necessary for
increased assessments or formations only). A protest of 50% was required to
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RESOLUTION NO. 97-37
stop the imposition of an increase or formation. Proposition 218 does not
change the general assessment procedures such as the preparation of a
detailed engineer's report, mailed notices and the public hearing, but it does
require the inclusion of a balloting process as pan of the protest procedure.
All notices must include a ballot for return to the agency indicating support
or opposition to the assessment, (this includes ratification of all non-exempt
existing assessments as well as subsequent increases). Property owners will
no longer have to submit protests in excess of 50% to stop its imposition,
the district and the assessment must have a 50% affirmative vote. Measuring
the vote (protest) has also changed, with the votes now weighted according
to each parcel's proportional share of the total assessment. Similar to pre -
Proposition 218, at the public hearing the City shall consider all protests
against the proposed assessment, but now ballots must be tabulated.
"The agency shall not impose an assessment if there is a majority protest. A
majority protest exists if, upon the conclusion of the hearing, ballots submitted in
opposition to the assessment exceed the ballots submitted in favor of the
assessment. In tabulating the ballots, the ballots shall be weighted according to
the proportional financial obligation of the affected property. " Article X1BD
Section 4e
C. Description of the District and Services
The City annually levies and collects assessments in order to maintain and
service the improvements within the Consolidated Palm Desert
Landscaping and Lighting Maintenance Assessment District (District). The
existing District consists of twenty-three (23) separate benefit zones and sub -
zones (Zones), each funding specific improvements and services.
The District Zones are identified as:
• Zone # 1 President's Plaza (43 parcels)
• Zone # 2 Canyon Cove (222 parcels)
• Zone # 3 Vineyards (132 parcels)
• Zone # 4 Parkview Estates (172 parcels)
• Zone # 5 Cook and Country Club - Medians Sub -zone (18,718 parcels)
• -Zone # 5 Cook and Country Club - Desert Mirage Sub -zone (30 parcels)
• Zone # 5 Cook and Country Club - Sandcastle Sub -zone (41 parcels)
• Zone # 5 Cook and Country Club - Primrose 2 Sub -zone (37 parcels)
i` Zone # 6 Hovley Lane - Monterey Meadows Sub -zone (40 parcels)
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RESOLUTION NO. 97-37
• 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)
• Zone # 6 Hovley Lane - Hovley Collection Sub -zone (38 parcels)
• Zone # 6 Hovley Lane - La Paloma Sub -zone (16 parcels)
• Zone # 7 Waring Court (16 parcels)
• Zone # 8 Palm Gate (37 parcels)
• Zone # 9 The Grove (85 parcels)
• Zone #10 Dinah Shore Medians (11 parcels)
• Zone #11 Portola Place (23 parcels)
• Zone #12 Oasis to Washington (2,352 parcels)
• Zone #13 Palm Desert Country Club (1,745 parcels)
• Zone #14 K & B at Palm Desert (163 parcels)
The District provides maintenance and operation of landscaped and lighting
improvements and associated appurtenances located within the public right-
of-ways and dedicated landscape easements in each of the various Zones
throughout the City. The existing assessments are based on the historical
and estimated cost to maintain the improvements that provide a 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.
The various improvements provided and maintained by the District can be
categorized into four (4) major improvement types.
1. Local street lighting
2. Local landscaping (parkway, perimeter, entryway, local medians,
retention and detention basins, and internal amenities)
3. Median Landscaping (arterial streets)
4. Special Zone services
The consolidated District provides maintenance of landscaping and lighting
within the public right-of-ways and dedicated landscape easements in each of
the various Zones throughout the City.
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RESOLUTION NO. 97-37
Each Zone provides specific improvements permitted under provisions of
the Act, that provide a special and direct benefit to the parcels within the
Zone. All parcels identified as being within a Zone share in both the costs
and the benefits of the improvements. The costs associated with the
improvements are equitably spread among all benefiting parcels. Only
parcels that receive direct benefit from the improvements are assessed, and
each parcel is assessed in proportion to the estimated benefit received.
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RESOLUTION NO. 97-37
Table I lists the Zones and Sub -Zones within the District for Fiscal Year
1997/98.
TABLE I
BENEFIT ZONES
Assessable
Zone Number Zone Name _ Total Parcels , Parcels
Zone #2
Canyon Cove
229
parcels
222
parcels
Zone #3
Vineyards
152
parcels
132
parcels
Zone #4
Parkview Estates
175
parcels
172
parcels
Zone #5
Cook & Country Club:
Sub -Zone #5 MM
Median Maintenance
19,658
parcels
18,718
parcels
Note: Zone N5 (Cook and Country Club), consists of approximately 18,700
properties. All properties within Zone # 5 were previously assessed for median
maintenance improvements. Parcels within the remaining three sub -zones (Desert
Mirage, Sandcastles, and Primrose 2) are assessed for additional tract specific
improvements.
Zone H9 (The Grove), consists of 84 single family residential parcels, and one (1)
larger parcel that is proposed to subdivide to twenty-one (21) single family
residential parcels. The one (1) large parcel in this Zone is assessed for 21 units for
a total of 105 parcels in the Zone.
Zone #14 (K & B at Palm Desert), currently consists of one (1) large parcel that is
proposed to subdivide into one hundred sixty-five (165) parcels, consisting of one
hundred sixty-three (163) single family residential parcels, one non -assessable well
.site and one non -assessable retention basin. It is anticipated that the one (1) parcel
will be subdivided prior to submittal of the levy to the County and therefore for
8
RESOLUTION NO. 97-37
the purposes of this Report the parcel is treated as though it has already been
subdivided to the 163 assessable parcels.
D. General Improvements and Services within the District
Improvements within the District may include open space areas, medians,
parkways, slopes, retention and detention basin areas, and other easements
and public right-of-ways that provide a special benefit to parcels within the
District, and Zones. Improvements include: turf, ground cover, shrubs and
trees, irrigation systems, lighting, water features, entry monuments,
drainage systems and associated appurtenances. Services provided include
all necessary service(s), operations, administration and maintenance required
to keep the improvements in a healthy, vigorous, and satisfactory condition.
In Zone 1 (Presidents Plaza), property owners have approved the funding
and collection of additional debris removal services through the District.
E. District Zones, Specific Areas Maintained and Special Benefit
The boundaries, location of improvements and special benefit received by
the property owners within each Zone are described as follows:
Zone #1 (Presidents Plaza) is generally located South of Palm Desert Drive,
North of El Paseo, West of Portola Avenue, and East of Larkspur Lane.
These parcels receive benefit from the improvements and maintenance of
the street lighting and landscaping of planter areas of the parking lots within
Presidents Plaza East and Presidents Plaza West. Property owners have
approved the funding and collection of additional debris removal services
through the District.
Zone #2 (Canyon Cove) 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 receive benefit from the improvements and maintenance of
street lighting encompassing all streets within the Zone and the landscaped
area along the East side of Highway 74 and the North side of Haystack
Road, adjacent to the above mentioned tracts. These improvements were
installed as part of the residential tract development.
A portion of the local landscape maintenance costs for the Zone are
's`pecifically identified for landscape maintenance of the tract's retention or
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RESOLUTION NO. 97-37
detention basins. Pursuant to Proposition 218 Article XM Section 5a
(assessments used exclusively to fund flood control and drainage systems),
supports a position of exempting that portion of the existing assessment that
is related to these retention and detention basins. Any future increases to
the existing assessment would require application of both the substantive
and procedural requirements of the proposition.
Based on the District re -engineering all interior local street lighting has been
identified and allocated as a "special benefit" with no "general benefit"
component. Zone 2 has been identified with 100% special benefit for local
street lighting.
Based on the review and re -engineering of the District, the local landscaping
improvements for Zone 2, include a "general benefit" component. Similar to
other Zones, the parkway landscaping along Highway 74 has been identified
as 100% special benefit to the parcels within the Zone. However, the
landscaped median on Haystack Road (installed as part of the development),
also provides a benefit to other nearby properties that are not within the
Zone. Although there is clearly a "general benefit" component to this
landscaped area, the majority of the median landscaping (83%) is a flood
control channel that was required for development of the homes within
Canyon Cove.
Zone #3 (Vineyards) 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 benefit from the improvements and maintenance of all
street lighting within the Zone and maintenance of the landscaped area
along the West side of Portola Avenue, from the northern boundary to the
southern boundary of the two tracts. The improvements were installed as
part of the residential tract development.
The special benefits of street lighting are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection.
2.. Increased nighttime safety on roads and highways.
3. Improved ability of pedestrians and motorists to see.
4. Improved ingress and egress to property.
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RESOLUTION NO. 97-37
5. Reduced vandalism and other criminal acts and damage to
improvements or property.
6. Improved traffic circulation and reduced nighttime accidents and
personal property loss.
7. Increased promotion of business during nighttime hours in the case of
commercial properties.
8. The special enhancement to the value of property which results from
the above benefits.
Interior tract street lighting installed as part of a residential development, is
a direct and special benefit to the properties within the development (i.e.,
Zones) —and the on -going operation and maintenance of those
improvements provide no measurable general benefit to the public at large.
To the extent that some street lights within a Zone may be located on the
perimeter of the development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs can be identified as a
general benefit component.
Based on the District re -engineering all interior local street lighting has been
identified and allocated as a "special benefit" with no "general benefit"
component. Zone 3 has been identified with 100% special benefit for local
street lighting.
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
4. Improved erosion resistance.
5. Improved drainage and flood control.
6. The special enhancement to the value of property which results from
the above benefits.
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Zone 3.
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RESOLUTION NO. 97-37
Zone #4 (Parkview Estates) 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 benefit 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.
The special benefits of street lighting are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection.
2. Increased nighttime safety on roads and highways.
3. Improved ability of pedestrians and motorists to see.
4. Improved ingress and egress to property.
5. Reduced vandalism and other criminal acts and damage to
improvements or property.
6. Improved traffic circulation and reduced nighttime accidents and
personal property loss.
7. Increased promotion of business during nighttime hours in the case of
commercial properties.
8. The special enhancement to the value of property which results from
the above benefits.
Interior tract street lighting installed as part of a residential development, is
a direct and special benefit to the properties within the development (i.e.,
Zones) —and the on -going operation and maintenance of those
improvements provide no measurable general benefit to the public at large.
To the extent that some street lights within a Zone may be located on the
perimeter of the development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs can be identified as a
general benefit component.
This Zone has been identified with twenty interior street lights and five
perimeter street lights resulting in an allocation of 90% special benefit and
10% general benefit.
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RESOLUTION NO. 97-37
Zone #5 (Cook and Country Club) lies generally East of Portola Avenue,
South of Frank Sinatra Drive and Interstate 10, mostly North of 42-nd
Avenue, and West of Washington Street and the Palm Desert Country
Club.
Many of the properties within Zone 5 are within the following
developments: Desert Falls Country Club; The Lakes Country Club;
Marriot's Resort; Avondale Country Club; Palm Valley Country Club;
Indian Ridge Country Club; Desert Mirage (Tract 25639); Sandcastles (Tract
21338-1); and Primrose 2(Tract 25436).
All properties within the boundaries of Zone 5 (Cook and Country Club)
do not receive special benefit from the improvements and maintenance of
medians extending throughout the Zone.
Pursuant to a Petition of Consent and Waiver of the property owner for the
territory and development known as the Merano Development, this area
was included and annexed into Zone 5 for Fiscal Year 1996/97. This
territory is located generally, north of Country Club Drive, west of Palm
Greens Parkway, south of Frank Sinatra Drive and east of Monterey
Avenue. Within this territory, the in -tract improvements such as
landscaping and street lighting will be maintained by a Homeowner's
Association (HOA). Should the HOA be dissolved in the future, the
maintenance of in -tract improvements could be maintained and funded
through the District.
There are three (3) subdivisions identified as sub -zones within Zone 5
(Desert Mirage, Sandcastles, and Primrose 2) that have improvements
maintained by the District. These improvements were installed as part of
the residential tract development and are outlined in Table IT below.
TABLE II
Desert Mirage
Sandcastles
Primrose 2
Tract street lighting
Tract street lighting
Tract street lighting
Parkway Landscaping
Parkway Landscaping
Entrance Landscaping
Only the parcels within these three (3) sub -zones receive special benefit
from in -tract improvements maintained by the District, and each parcel
within the respective sub -zones share in the cost of the service and
improvements.
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RESOLUTION NO. 97-37
A portion of the local landscape maintenance costs for the Desert Mirage
Sub -Zone are specifically identified for landscape maintenance of the tract's
retention or detention basins. Pursuant to Proposition 218 Article XHID
Section 5a (assessments used exclusively to fund flood control and drainage
systems), supports a position of exempting that portion of the existing
assessment that is related to these retention and detention basins. Any
future increases to the existing assessment would require application of both
the substantive and procedural requirements of the proposition.
The special benefits of street lighting are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection.
2. Increased nighttime safety on roads and highways.
3. Improved ability of pedestrians and motorists to see.
4. Improved ingress and egress to property.
5. Reduced vandalism and other criminal acts and damage to
improvements or property.
6. Improved traffic circulation and reduced nighttime accidents and
personal property loss.
7. Increased promotion of business during nighttime hours in the case of
commercial properties.
8. The special enhancement to the value of property which results from
the above benefits.
Interior tract street lighting installed as part of a residential development, is
a direct and special benefit to the properties within the development (i.e.,
Zones) —and the on -going operation and maintenance of those
improvements provide no measurable general benefit to the public at large.
To the extent that some street lights within a Zone may be located on the
perimeter of the development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs can be identified as a
general benefit component.
Based on the District re -engineering all interior local street lighting has been
identified and allocated as a "special benefit" with no "general benefit"
component. Sub -Zones Desert Mirage, Sandcastles and Primrose 2 have
been identified with 100% special benefit for local street lighting.
14
RESOLUTION No. 97-37
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
4. Improved erosion resistance.
5. Improved drainage and flood control.
6. The special enhancement to the value of property which results from
the above benefits.
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Sub -Zones Desert Mirage and Primrose 2.
Zone #6 (Hovley Lane) lies generally East of Monterey Avenue and West
of Portola Avenue and includes parcels and tracts along Hovley Lane West.
Zone 6 currently 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 H (Tracts 24254 -1, 2, 3)
• Hovley Collection (Tract 24603)
• La Paloma (Tract 24773-1)
The parcels within each of the Zone 6 (Hovley Lane) sub -zones receive
benefit from various improvements that were installed as part of the
residential tract development and are specific to each tract and subdivision.
Each sub -zone funds and provides for the various parkway landscape
improvements adjacent to each tract along Hovley Lane as well as specific
in -tract 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
15
RESOLUTION NO. 97-37
West, Centennial Circle, Posada Court, Via Fonda, Sonata Court, and
Avenida Arcadia; and landscaped parkways along Hovley Lane West,
Monterey Avenue, and Portola Avenue.
A portion of the local landscape maintenance costs for the Hovley Estates,
Hovley Collection and La Paloma Sub -Zones are specifically identified for
landscape maintenance of the tract's retention or detention basins. Pursuant
to Proposition 218 Article XIM Section 5a (assessments used exclusively to
fund flood control and drainage systems), supports a position of exempting
that portion of the existing assessment that is related to these retention and
detention basins. Any future increases to the existing assessment would
require application of both the substantive and procedural requirements of
the proposition.
The special benefits of street lighting are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection.
2. Increased nighttime safety on roads and highways.
3. Improved ability of pedestrians and motorists to see.
4. Improved ingress and egress to property.
5. Reduced vandalism and other criminal acts and damage to
improvements or property.
6. Improved traffic circulation and reduced nighttime accidents and
personal property loss.
7. Increased promotion of business during nighttime hours in the case of
commercial properties.
8. The special enhancement to the value of property which results from
the above benefits.
Interior tract street lighting installed as part of a residential development, is
a direct and special benefit to the properties within the development (i.e.,
Zones) —and the on -going operation and maintenance of those
improvements provide no measurable general benefit to the public at large.
To the extent that some street lights within a Zone may be located on the
perimeter of the development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs can be identified as a
general benefit component.
Based on the District re -engineering all interior local street lighting has been
identified and allocated as a "special benefit" with no "general benefit"
16
RESOLUTION NO. 97-37
component. All Sub -Zones within Zone 6 except for the Glen have been
identified with 100% special benefit for local street lighting:
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
4. Improved erosion resistance.
5. Improved drainage and flood control.
6. The special enhancement to the value of property which results from
the above benefits.
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Zone 6.
Zone #7 (Waring Court) consists of Tract 25304, North of Fred Waring
Drive and East of Phyllis Jackson Lane.
These parcels receive benefit from the improvements and maintenance of
landscaped parkways along Fred Waring Drive and Phyllis Jackson Lane
adjacent to the tract. The improvements were installed as part of the
residential tract development.
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
4. Improved erosion resistance.
5. Improved drainage and flood control.
6. The special enhancement to the value of property which results from
the above benefits.
17
RESOLUTION NO. 97-37
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Zone 7.
Zone #8 (Palm Gate) 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. The improvements were installed as part of the residential
tract development.
The special benefits of street lighting are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection.
2. Increased nighttime safety on roads and highways.
3. Improved ability of pedestrians and motorists to see.
4. Improved ingress and egress to property.
5. Reduced vandalism and other criminal acts and damage to
improvements or property.
6. Improved traffic circulation and reduced nighttime accidents and
personal property loss.
7. Increased promotion of business during nighttime hours in the case of
commercial properties.
8. The special enhancement to the value of property which results from
the above benefits.
Interior tract street lighting installed as part of a residential development, is
a direct and special benefit to the properties within the development (i.e.,
Zones) —and the on -going operation and maintenance of those
improvements provide no measurable general benefit to the public at large.
To the extent that some street lights within a Zone may be located on the
perimeter of the development and provides direct illumination to parcels
18
RESOLUTION NO. 97-37
outside the Zone, a portion of the maintenance costs can be identified as a
general benefit component.
Based on the District re -engineering all interior local street lighting has been
identified and allocated as a "special benefit" with no "general benefit"
component. Zone 8 has been identified with 100% special benefit for local
street lighting.
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
4. Improved erosion resistance.
5. Improved drainage and flood control.
6. The special enhancement to the value of property which results from
the above benefits.
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Zone 8.
Zone #9 (The Grove) consists of all parcels in Tract 24984 South of Goleta
Avenue and West of Deep Canyon Road.
These parcels receive benefit 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 receive benefit 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. These improvements were installed as part of the
residential tract development.
The special benefits of street lighting are the convenience, safety, and
'Security of property, improvements, and goods. Specifically:
19
RESOLUTION NO. 97-37
1. Enhanced deterrence of crime and the aid to police protection.
2. Increased nighttime safety on roads and highways.
3. Improved ability of pedestrians and motorists to see.
4. Improved ingress and egress to property.
5. Reduced vandalism and other criminal acts and damage to
improvements or property.
6. Improved traffic circulation and reduced nighttime accidents and
personal property loss.
7. Increased promotion of business during nighttime hours in the case of
commercial properties.
8. The special enhancement to the value of property which results from
the above benefits.
Interior tract street lighting installed as part of a residential development, is
a direct and special benefit to the properties within the development (i.e.,
Zones) —and the on -going operation and maintenance of those
improvements provide no measurable general benefit to the public at large.
To the extent that some street lights within a Zone may be located on the
perimeter of the development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs can be identified as a
general benefit component.
Based on the District re -engineering all interior local street lighting has been
identified and allocated as a "special benefit" with no "general benefit"
component. Zone 9 has been identified with 100% special benefit for local
street lighting.
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
4. Improved erosion resistance.
5. Improved drainage and flood control.
6. The special enhancement to the value of property which results from
the above benefits.
20
RESOLUTION NO. 97-37
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Zone 9.
Zone #10 (Dinah Shore Medians) lies generally South of Interstate 10,
North of Dinah Shore Drive, West of Monterey Avenue, and East of
Miriam Way.
These parcels do not receive special benefit from the improvements and
maintenance of the landscaped medians on Dinah Shore Drive located
immediately West of Monterey Avenue, and will not be assessed for these
improvements.
Zone #11 (Portola Place) lies South of Santa Rosa Way and East of Portola
Avenue and consists of all parcels in Tract 27692.
These parcels receive benefit 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. These
improvements were installed as part of the residential tract development.
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 Proposition 218 (Article XIIID Section 5b), and
supports a position that the existing assessment revenue is exempt. Any
future increases to the existing assessment would require application of both
the substantive and procedural requirements of the proposition.
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
4. Improved erosion resistance.
5. Improved drainage and flood control.
21
RESOLUTION NO. 97-37
6. The special enhancement to the value of property which results from
the above benefits.
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Zone 11.
Zone #12 (Oasis to Washington) lies generally South of Country Club
Drive from Oasis Drive To Washington Street. This Zone includes all
parcels that have direct access to Country Club Drive between Oasis Drive
and Washington Street. The Zone includes all parcels in the Palm Desert
Resort and Country Club; Tract 23239; Tract 23240; parcels along Harris
Lane; and parcels on Washington Street from Country Club Drive to
approximately 1,300 feet South of Country Club Drive.
All parcels within Zone 12 (Oasis to Washington) do not receive special
benefit from the improvements and maintenance of the lighting and
landscape medians on Country Club Drive between Oasis Drive and
Washington Street previously provided and funded through the County of
Riverside. The parcels within Zone 12 were annexed into the City in Fiscal
Year 1994/95 and annexed into the District in Fiscal Year 1995/96. These
parcels will not be assessed for the maintenance and servicing of the
medians.
Zone #13 (Palm Desert Country Club) is located generally South of
Hovley Lane East, North of Fred Waring Drive, West of Warner Trail, and
West of Washington.
These parcels receive benefit from the improvements and maintenance of
entry way landscaping on State Street and Washington Avenue and local
residential street lighting within the Zone. Future landscaping along Fred
Waring Drive for the length of the development, and along Hovley Lane
East from Oasis Country Club to Washington is planned. Parcels within
this zone will be assessed for these future improvements when they are
completed.
Parcels within Zone 13 were annexed into the City in Fiscal Year 1994/95
and funding of the improvements was previously assessed and collected by
the County through a County Service Area (CSA). When this territory was
annexed to the City, the fund balance of the CSA was transferred to the
City and these funds have fully funded the improvements for the past two
..years. The remaining fund balance, beginning Fiscal Year 1996/97, is
proposed to be used over the next several years as a reserve contribution in
22
RESOLUTION NO. 97-37
order to maintain a consistent level of assessments. This territory has been
annexed into the District for Fiscal Year 1996/97 to fund the continuing
maintenance and operation of the improvements.
The special benefits of street lighting are the convenience, safety, and
security of property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection.
2. Increased nighttime safety on roads and highways.
3. Improved ability of pedestrians and motorists to see.
4. Improved ingress and egress to property.
5. Reduced vandalism and other criminal acts and damage to
improvements or property.
6. Improved traffic circulation and reduced nighttime accidents and
personal property loss.
7. Increased promotion of business during nighttime hours in the case of
commercial properties.
8. The special enhancement to the value of property which results from
the above benefits.
Interior tract street lighting installed as part of a residential development, is
a direct and special benefit to the properties within the development (i.e.,
Zones) —and the on -going operation and maintenance of those
improvements provide no measurable general benefit to the public at large.
To the extent that some street lights within a Zone may be located on the
perimeter of the development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs can be identified as a
general benefit component.
Based on the District re -engineering all interior local street lighting has been
identified and allocated as a "special benefit" with no "general benefit"
component. Zone 13 has been identified with 100% special benefit for local
street lighting.
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. 'Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
23
RESOLUTION NO. 97-37
4. Improved erosion resistance.
5. Improved drainage and flood control.
6. The special enhancement to the value of property which results from
the above benefits.
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Zone 13.
Zone #14 (K & B at Palm Desert) lies 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 located on Heatherwood Drive and dry
well areas.
As a condition of development for tracts 28258 and 28258-1, the developer
(Kaufman and Broad Development) was to form the necessary District Zone
for the public improvements that would be installed as part of their
subdivision. 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 Proposition 218 (Article XIlID Section 5b), and
supports a position that the existing assessment revenue is exempt. Any
future increases to the existing assessment would require application of both
the substantive and procedural requirements of the proposition.
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 Proposition 218 Article XIIlD Section 5a
(assessments used exclusively to fund flood control and drainage systems),
further supports a position that most of the existing assessment is exempt.
The special benefits of street lighting are the convenience, safety, and
security of property, improvements, and goods. Specifically:
24
RESOLUTION NO. 97-37
1. Enhanced deterrence of crime and the aid to police protection.
2. Increased nighttime safety on roads and highways.
3. Improved ability of pedestrians and motorists to see.
4. Improved ingress and egress to property.
5. Reduced vandalism and other criminal acts and damage to
improvements or property.
6. Improved traffic circulation and reduced nighttime accidents and
personal property loss.
7. Increased promotion of business during nighttime hours in the case of
commercial properties.
8. The special enhancement to the value of property which results from
the above benefits.
Interior tract street lighting installed as part of a residential development, is
a direct and special benefit to the properties within the development (i.e.,
Zones) —and the on -going operation and maintenance of those
improvements provide no measurable general benefit to the public at large.
To the extent that some street lights within a Zone may be located on the
perimeter of the development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs can be identified as a
general benefit component.
Based on the District reengineering all interior local street lighting has been
identified and allocated as a "special benefit" with no "general benefit"
component. Zone 14 has been identified with 100% special benefit for local
street lighting.
The benefits associated with parkway, perimeter, entryway, and drainage
landscaping are erosion control, dust control, and visual aesthetic.
Specifically:
1. Improved aesthetic appeal of nearby parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment within the natural
environment.
4. Improved erosion resistance.
5. .Improved drainage and flood control.
6. The special enhancement to the value of property which results from
the above benefits.
25
RESOLUTION NO. 97-37
The on -going operation and maintenance of the improvements provide no
measurable general benefit to other properties outside the Zone or to the
public at large. Therefore, the local landscaping improvements and the
corresponding assessments have been identified as a special benefit to parcels
within Zone 14.
The administrative costs of the District are borne by each Zone in
proportion to the aggregate service costs of the District. For the designation
of exempt, general and special benefits, costs related to the direct
administration of the service are split in the same proportion as the general
and special benefit finding for the service itself; costs related to the
administration of the District (such as collection and contract
administration) are considered exempt or special benefit. In cases in which
the services of the entire Zone are considered general benefit, the entire
administration cost is also considered general benefit, and not assessable.
II. METHOD OF APPORTIONMENT
A. Description of the Method of Apportionment
Pursuant to the Act, the costs of the District may be apportioned by any
formula or method which 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 benefit formula
used within each Zone of the District may vary. The formula used for each
Zone reflects the composition of the parcels, and the improvements and
services provided, to fairly proportion the costs based on estimated benefit
to each parcel.
The benefit formula for Zone 1 is based on parcel front footage to the
parking lot for all services.
Zone # 1:
Parcel Building Front Footage x Levy per Front Foot — Parcel Levy Amount
In Zones 2, 3, 4, 6, 7, 8, 11, and 14, the levy amount is spread evenly to each
parcel in the Zone, or a per parcel method. All parcels within these Zones
are considered to benefit equally from the improvements.
26
RESOLUTION NO. 97-37
Zone # 2, 3, 4, 6, 7, 8, 11 & 14:
Total Balance to Levy / Total Parcels in Zone = Parcel Levy Amount
The benefit formula for Zone 5, Zone 9, Zone 10, Zone 12, and Zone 13 is
based on a weighting factor called an Equivalent Dwelling Unit (EDU).
Each parcel's EDU correlates estimated benefit received as compared to a
Single Family Residential parcel (SFR). A Single Family Residential parcel
is given the base value of one (1) EDU. All other property types are
weighted proportionately based on development status, type of
development (land use), and size of the property, as compared to an SFR.
Refer to Table III and Appendix A for sample calculations and weighting
factors for various land uses. For Desert Mirage, Sandcastles and Primrose 2
within Zone 5 the levy amount for tract specific costs is determined to be
equal for all parcels within each sub -zone and the parcels are assessed on a
per parcel basis for these costs.
Zone # 5, 9, 10, 12 & 13:
Parcel BUFx Acres or Units - Parcel EDU
Total Balance to Levy / Total EDU in Zone = Levy per EDU
Levy per EDU x per Parcel EDU = Parcel Levy Amount
Table III below reflects sample levy calculations for various property types
in the Zones that utilize EDU calculations.
TABLE III
SAMPLE LEVY CALCULATIONS
Property Type
Land
Use
Code
Parcel BUF x
(Benefit Unit
Factor)
Acres or -
Units
(Example)
Parcel EDU x
(Equivalent
Dwelling Unit)
=
Levy
per EDU
Parcel Levy
Amount
(Example)
Commercial Developed
COM
6.00 x
10.50 =
63.00 x
$11.30 =
$711.90
Single Family Residential
SFR
1.00 x
1.00 =
1.00 x
11.30 =
11.30
Multi Family Residential
MFR
0.50 x
100.00 =
50.00 x
L
11.30
565.00
Industrial Vacant
INV
0.30 x
1.75 =
0.53 x
11.30 =
$5.94
Note: The Levy per EDU shown above is only an example, for comparison
purposes.
27
RESOLUTION NO. 97-37
B. Assessment Range Formula
Any new or increase in assessments, require certain noticing and meeting
requirements by law. Legislative changes of the Brown Act in 1993/94,
changed the definition of the term "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."
For the 1997/98 Fiscal Year an assessment range formula is proposed for
District assessments and shall be applied to all future assessments within the
District.
The following describes the proposed assessment range formula:
Wherein, if the proposed assessment (levy per unit or rate) for the current
fiscal year is less than or equal to, the prior year's assessment plus the
adjustments described in the following, then the new assessment is not
considered an increased assessment, pursuant to the Brown Act. 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 increases by a percentage no greater than three
percent (3.0%), or the percentage increase of the Consumer Price Index
(CPI), whichever is the greater of the two, the assessment shall not be
considered as an increase. The Consumer Price Index (CPI) used shall be as
determined by the Bureau of Labor Statistics for a similar period of time.
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 as
determined by the Bureau of Labor Statistics for all urban consumers for the
Los Angeles, Anaheim, 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.
28
RESOLUTION No. 97-37
If CPI is less than three percent (3.00/6), then the allowable adjustment to the
proposed assessment for each Zone may be three percent, or a lessor
percentage. If CPI is greater than three percent (3.00/6), than the allowable
adjustment to the proposed assessment for each Zone may be by CPI, or a
lessor 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 than the required budget and
assessment shall be applied. If the budget and assessments for a given Zone
requires an increase greater than the allowable adjustment than the
proposed assessment is considered an increased assessment and mailed
notices to the property owners would be required pursuant to the Brown
Act.
For Fiscal Year 1997/98, CPI has been calculated to be 2.2%, and therefore
the assessment range formula would allow a 3.C% adjustment to the
assessments without mailing notices to the property owners. However,
since the assessment range formula is being proposed for the first time in
Fiscal Year 1997/98 the application of the formula will not be applied until
the 1998/99 Fiscal Year.
29
RESOLUTION NO. 97-37
III. DISTRICT BUDGETS
A. 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 District. All
improvements within the District are maintained and serviced on a regular
basis. The frequency and specific maintenance operations required within
the District 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 Electric - Utility costs for electricity required to operate
street lights, as well as the maintenance of the street lights.
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:
Dry Well and Retention Basin Maintenance - Maintenance of landscaping
and associated appurtenances for dry wells and retention basins that collect
irrigation run-off and other "nuisance water" in order to prevent the
overburdening of detention basins and storm drains.
Solid Waste Removal Services - The furnishing of bins and bi-weekly
collection of solid waste.
Street Sweeping - Weekly cleaning of streets, parking lots and gutters using
a contracted, mechanized service.
Palm Tree Trimming - This includes the additional cost of all contracted
labor, material and equipment required to trim the palm trees in the public
right of way.
30
RESOLUTION NO. 97-37
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, 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.
Miscellaneous - This is a contingency fund for additional costs that are
unforeseen and not normally included in the yearly maintenance cost. This
may include repair of damaged amenities due to vandalism, storms, and
frost. Planned upgrades of the improvements that provide a direct benefit
to the District, could be included in renovation costs. Examples of upgrades
are replacement of plant materials and/or renovation of irrigation or
lighting systems.
ADMINISTRATION COSTS:
District Administration - The cost to all particular departments and staff of
the City, for providing the coordination of District services, operations and
maintenance of the District, response to public concerns and education, and
procedures associated with the levy and collection of assessments. Also
includes the costs of contracting with professionals to provide any
additional administrative, legal or engineering services specific to the
District. For Fiscal Year 1997/98, includes the costs to prepare and mail the
notices and property owner protest ballots as well as tabulate the ballots in
response to Proposition 218.
County Administration Fee - This is the actual cost to the District for the
County to collect District assessments on the property tax bills. This
charge is based on a flat rate per fund number.
County Per Parcel Fee - This is the cost to the District for the County to
collect assessments on the property tax bills. This charge is on a per
assessment basis, at $0.16 per assessment, and is in addition to the County
Administration Fee.
LEVY BREAKDOWN:
Reserve Account - The Reserve Account item is provided for collection by
the District of funds to operate the District from the time period of July 1
(beginning of the Fiscal Year) through December when the County
provides the City with the first installment of assessments collected from
the property tax bills. Negative amounts shown here are transfers that are
,tised to reduce the Balance to Levy. The Reserve Fund eliminates the need
31
RESOLUTION NO. 97-37
for the City to transfer funds from non -District accounts to pay for District
charges during the first half of the fiscal year.
Other Revenue Source - This item includes additional funds designated for
use by the District that are not from District assessments. These funds are
added to the District account to reduce assessments, and may be from either
non -District, or District sources including City General Fund
Contributions or interest earnings.
Beginning Balance - The Beginning Balance for the District represents the
actual expenditures for the improvements in the prior fiscal year versus the
amount budgeted and collected for the year. When the actual cost and
expenditures for the District were greater than the amount budgeted and
collected, the District has a Beginning Balance Deficit. A deficit may be the
result of unforeseen and extraordinary costs incurred, or assessments
actually collected were less than anticipated. When a deficit occurs, the
deficit amount may be added to the amount to be collected through the levy
for the current fiscal year. When the actual cost and expenditures for the
District were less than the amount budgeted and collected, the District has a
Beginning Balance Surplus. When a surplus occurs, the amount may be
used to reduce assessments or added to the District Reserves.
Contribution Replenisbment - The Contribution Replenishment represents
repayments of amounts that had been temporarily advanced by the Agency
to the improvement fund.
Balance to Levy - This is the total amount to be levied and collected
through assessments for the current fiscal year. The Balance to Levy
represents the sum of Total Direct and Administration Costs, the Reserve
Account/Other Revenue Source, the Beginning Balance, and the
Contribution Replenishment.
DISTRICT STATISTICS:
Total Number of Parcels - The total number of parcels within the District.
Total Parcels Levied - The total number of parcels within the District that
will be assessed. Non -assessable lots or parcels include government -owned
land, public utility -owned property, land principally encumbered by public
right-of-ways or easements, common areas, and/or parcels within the
boundaries of the District that currently do not benefit from the
improvements due possibly to development restrictions.
32
RESOLUTION NO. 97-37
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 District budget, (Section III B), represents the
sum total of all parcel EDU's that receive benefit from the improvements.
Refer to Section H for a more complete description of EDU's.
Levy per Equivalent Dwelling Unit - 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 District EDU's, for the fiscal year.
33
RESOLUTION NO. 97-37
B. District Budgets
TABLE IV ZONE 1 PRESIDENTS PLAZA
Budget
Special Benefit
General
Benefit
Other Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
S3,200
S3,200
$0
$0
S3,200
Landscape Water
1,100
1,100
0
0
1,100
Landscape Electric
1,500
1,500
0
0
1,500
Screw Lighting Eiect is
4,400
4,400
0
0
4,400
Special District Services
Special Service 1
91,855
0
0
91,855
0
Special Service 2
4,500
0
0
4,500
0
Maintenance Repairs
3,000
3,000
0
0
3,000
Miscellaneous
Q
Q
Q
Q
Q
Direct Costs (Subtotal)
109,555
13,200
0
96,355
13,200
ADMINISTRATION COSTS
District Administration
4,603
2,939
0
1,665
2,938
County Administration Fee
82
52
C
30
52
County Per Parcel Fee
Z
!
Q
I
4
Administration Costs (Subtotal)
4,692
2,994
0
1,698
2,994
LEVY BREAKDOWN
Total Direct and Admin. Costs
114,247
16,194
0
98,053
16,194
Reserve Account
1,200
1,20C
0
0
1,200
Other Revenue Source
118
118
0
0
118
Beginning Balance
0
0
0
0
0
Contribution Replenishment
Q
Q
Q
Q
Q
Balance to Levv
DISTRICT STATISTICS
115.565
17,512
0
98,053
$17,512
Total Parcels
47
Total Parcels Levied
43
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
N/A
Total Building Square Footage
251,684
Total Front Footage Parking Lot
3,696
Levy per EDL:
N/A
Levy per Parcel
N/A
Levy per Square Foot
$0.00
Levy per Front Foot
Reserve Information
$4.74
Previous Reserve Balance
13,199
2,901
0
10,297
2,901
Reserve Collection/ (Transfers)
1,200
1,200
0
0
L=
District Reserve Balance
HISTORICAL INFORMATION
14,399
4,101
0
10,297
4,101
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
N/A
Levy per Square Foot Fiscal Year 1996/97
$0.36
Levy per Front Foot Fiscal Year 1996/97
f6.42
34
RESOLUTION NO. 97-37
TABLE IV ZONE 2 CANYON COVE
Budget
Special Benefit
General
Benefit
Other Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
S35,000
S5,630
SO
S26,683
$32.313
Landscape Water
27,000
4,344
0
20,585
24,929
Landscape Electric
500
8o
0
381
461
Street Lighting Electric
300
300
0
0
300
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
3,000
483
0
2,297
2,770
Miscellaneous
Q
Q
Q
Q
Q
Direct Costs (Subtotal)
65,800
10,837
0
49,936
60,773
ADNIMSTRA77ON COSTS
District Administration
7,255
1,254
0
5,506
6,760
County Administration Fee
82
15
0
62
77
County Per Parcel Fee
U
6
Q
ZZ
U
Administration Costs (Subtotal)
7,373
1,275
0
5,595
6,970
LEVY BREAKDOWN
Total Direct and Admin. Costs
73,173
12,112
0
55,531
67,643
Reserve Account
0
0
0
0
0
Other Revenue Source
(56,501)
(12,112)
0
(38,859)
(50,971)
Beginning Balance
0
0
0
C
0
Contribution Replenishment
Q
Q
Q
Q
Q
Balance to Levy
STATISTICS
16,672
0
0
16,672
$16,672
DISTRICT
Total Parcels
229
Total Parcels Levied
212
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
222.00
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$75.10
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
C
0
0
0
0
Reserve Collection/ (Transfers)
C
0
0
0
Q
District Reserve Balance
HISTORICAt
0
0
0
0
0
INFORMATION
Levy per EDU Fiscal Year 1996/97
N/
Levy per Parcel Fiscal Year 1996/97
$73.48
Levy per Square Foot Fiscal Year 1996/97
N/A
Levv ver Front Foot Fisnl Year 1996/97
N/A
35
RESOLUTION NO. 97-37
TABLE IV ZONE 3 VINEYARDS
DIRECT COSTS
Maintenance Costs
Landscape Water
Landscape Electric
Street Lighting Elecuic
Special District Services
Special Service 1
Special Service 2
Maintenance Repairs
Miscellaneous
Direct Costs (Subtotal)
ADMINISTRATION COSTS
District Administration
County Administration Fee
County Per Parcel Fee
Administration Corti; (Subtotal)
i EVY BREAKDOWN
Total Direct and Admin. Costs
Reserve Account
Other Revenue Source
Beginning Balance
Contribution Replenishment
Balance to Levy
DBIRICT STATISTICS
Total Parcels
Total Parcels Levied
Total Equivalent Dwelling Units
Total Parcel Units Levied
Total Building Square Footage
Total Front Footage Parking Lot
Levy per EDU
Levy per Parcel
Levy per Square Foot
Levy per Front Foot
Reserve Information
Previous Reserve Balance
Reserve Collection/ (Transfers)
District Reserve Balance
HISTORICAL INFO MATION
Levy per EDU Fiscal Year 1996/97
Levy per Parcel Fiscal Year 1996/97
Levy per Square Foot Fiscal Year 1996/97
Levy per Front Foot Fiscal Year 1996/97
$1,200
1,000
2C0
1,100
0
0
1,000
0
4,300
849
82
22
953
5,453
0
0
(215)
0
5,238
2,617
0
2,617
General
Benefit
Benefit
S1,2C0
s0
1,000
0
200
0
1,100
0
0
0
0
0
1,000
0
0
0
4,500
0
849
0
82
0
L'
0
953
0
5,453
0
0
C
0
0
(215)
0
0
0
5,238
0
2,617 0
0 0
2,617 0
Exempt
Total Assessable
Benefit
Costs
SO
$1,200
0
1.000
0
200
0
1,100
0
0
0
0
0
1,000
Il
4
0
4,500
0
849
0
82
0
L'
C
953
0
5,453
0
0
0
0
0
(215)
0
0
0
S5,238
152
132
N/
132
N/
N/A
N/A
$39.68
N/A
N/A
0
2,617
0
0
0
2,617
N/A
$39.68
N/A
N/A
36
RESOLUTION NO. 97-37
TABLE IV ZONE 4 PARKVIEW ESTATES
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT C09TS
Maintenance Costs
s0
s0
s0
$0
s0
Landscape Water
0
0
0
0
0
Landscape Electric
0
0
0
0
0
Street Lighting Electric
2,500
2,250
250
0
2,250
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
0
C
C
0
0
Miscellaneous
Q
C
Q
Q
Q
Direct Costs (Subtotal)
2,500
2,250
250
0
2,250
ADMINISTRATION COSTS
District Administration
879
857
22
0
857
County Administration Fee
82
SC
2
0
80
County Per Parcel Fee
2$
2Z
1
Q
2Z
Administration Costs (Subtotal)
989
964
25
0
964
LEVY BREAKDOWN
Total Direct and Admin. Costs
3,499
3,214
275
0
3,214
Reserve Account
0
0
0
0
0
Other Revenue Source
0
0
0
0
0
Beginning Balance
(55)
(55)
0
0
(55)
Contribution Replenishment
9
Q
Q
Q
Q
Balance to Levy
STATISTICS
3,434
3,159
275
0
$3,159
DISTRICT
Total Parcels
175
Total Parcels Levied
172
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
172
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$18.38
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
1,700
1,566
134
0
1,566
Reserve Collection/ (Transfers)
0
0
0
0
Q
District Reserve Balance
MATION
1,700
1,566
134
C
1,566
HISTORICAL INFO
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
S19.98
Levy per Square Foot Fi" Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
37
RESOLUTION NO. 97-37
TABLE IV ZONE 5 COOK AND COUNTRY CLUB MEDIANS
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
S50,000
SO
$50,000
SO
SO
Landscape Water
18,000
0
18,000
0
0
Landscape Electric
2,5W
0
2,500
0
0
Street Lighting Electric
0
0
0
0
0
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
1C,000
0
10,000
0
0
Miscellaneous
Q
Q
Q
Q
Q
Direct Costs (Subtotal)
80,500
0
80,500
0
0
ADMINISTRATION COSTS
District Adminisr on
27,939
0
27,939
0
0
County Administration Fee
82
0
82
0
0
County Per Parcel Fee
zM
➢
2.221
Q
➢
Administration Costs (Srbtotd)
31,013
0
31,015
0
0
LEVY BREARDOWN
Total Direct and Admin. Costs
111,515
0
111,515
0
0
Reserve Account
8,90C
0
8,900
0
0
Other Revenue Source
0
0
0
0
0
Beginning Balance
(12,870)
0
(12,970)
0
0
Contribution Replenishment
Q
Q
Q
Q
Q
Balance to Levy
107,545
0
107445
0
s0
DISTRICT STATISTICS
Total Parcels
19,658
Total Parcels Levied
18,719
Total Equivalent Dwelling Units
7,092.1260
Total Parcel Units Levied
13,676
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
$0.00
Levy per Parcel
$0.00
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
39,419
0
39,419
0
0
Reserve Collection/ (Transfers)
0
0
0
0
Q
District Reserve Balance
HISTORICAL INFORMATION
39,419
0
39,419
0
0
Levy per EDU Fiscal Year 1996/97
S 13.26
Levy per Parcel Fiscal Year 1996/97
$1.00
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
38
RESOLUTION NO. 97-37
TABLE IV ZONE 5 COOK AND COUNTRY CLUB DESEKT MIRAGE
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
S6,000
$448
$0
$5,552
S6,000
Landscape Water
2,500
186
0
2,314
2,500
Landscape Electric
300
22
0
278
300
Street Lighting Electric
550
550
0
0
550
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
2,500
186
0
2,314
2,500
Miscellaneous
9
Q
p
9
Q
Direct Costs (Subtotal)
11,850
1,392
0
10,458
11,850
ADMINISTRATION COSTS
District Administration
1,385
162
0
1,223
1,385
County Administration Fee
0
0
0
0
County Per Parcel Fee
i
1
C
1
i
Administration Cotes (Subtotal)
1,389
163
0
1,226
1,389
LEVY BREAKDOWN
Total Direct and Admin. Costs
13,239
1,555
C
11,684
13-139
Reserve Account
1,039
0
0
1,039
1,039
Other Revenue Source
C
0
0
0
0
Beginning Balance
(3,432)
0
0
(3,432)
(3,432)
Contribution Replenishment
4
C
9
9
4
Balance to Lew
10,846
1,555
C
9,291
S10,846
DISTRICT STATISTICS
Total Parcels
30
Total Parcels Levied
3C
Total Equivalent Dwelling Units
N/
Total Parcel Units Levied
30
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
S361.54
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
6,620
778
0
5,842
6.620
Reserve Collection/ (Transfers)
1,039
0
0
1,039
1.039
District Reserve Balance
HISTORICAL INFORMATION
7,659
778
0
6,881
7,659
Lew per EDU Fiscal Year 1996/97
N/A
Lew per Parcel Fiscal Year 1996/97
$361.54
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
39
RESOLUTION NO. 97-37
TABLE IV ZONE 5 COOK AND COUNTRY CLUB SANDCASTLES
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DLRlFCT COSTS
Maintenance Costs
s0
s0
$O
s0
s0
Landscape Water
0
C
0
0
0
Landscape Electric
0
C
0
0
0
Street Lighting Electric
1,200
1,20C
0
0
1,200
Special District Services
Special Service 1
0
C
0
0
0
Special Service 2
C
0
0
0
0
Maintenance Repairs
0
0
0
0
0
Miscellaneous
9
Q
Q
Q
Q
Direct Costs (Subtotal)
INISTRATION
1,20C
1,20C
0
0
1,200
An COSTS
District Administration
370
370
0
0
370
County Administration Fee
0
0
0
0
0
County Per Parcel Fee
Q
b
Q
Q
II
Administration Cosa (Subtotal)
376
376
0
0
376
LEVY B KFARnOWN
Total Direct and Admin. Costs
1,576
1,576
0
0
1,576
Reserve Account
32
32
0
0
32
Other Revenue Source
0
0
0
0
0
Beginning Balance
(720)
(220)
0
0
(220)
Contribution Replenishment
Q
Q
Q
p
Q
Balance to Levy
DISTRICT STATISTICS
1,389
1,388
0
0
$1,388
Total Parcels
41
Total Parcels Levied
41
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
41
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
s33.86
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
732
732
0
0
732
Reserve Collection/ (Transfers)
32
32
0
0
12
District Reserve Balance
HISTORICAL INFORMATION
764
764
0
0
764
Levy per EDU Fiscal Year 1996/97
N/
Levy per Parcel Fiscal Year 1996/97
S33.86
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
40
RESOLUTION NO. 97-37
TABLE IV ZONE 5 COOK AND COUNTRY CLUB PRIMROSE 2
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
s1,800
$1,800
$0
s0
3I.Sco
Landscape Water
800
800
0
0
800
Landscape Electric
200
200
0
0
200
Street Lighting Electric
150
150
0
0
150
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
1,C00
1,000
0
0
1.000
Miscellaneous
0
0
C
0
0
Direct Costs (Subtotal)
3,950
3,930
0
C
3,950
ADMINISTRATION COSTS
District Administration
673
673
C
0
673
County Administration Fee
82
82
0
0
82
County Per Parcel Fee
6
6
0
0
6
Administration Costs (Subtotal)
761
761
C
0
761
LEVY BREAKDOWN
Total Direct and Admin. Costs
4,711
4,711
0
0
4,711
Reserve Account
2,355
2,355
0
0
1,355
Other Revenue Source
0
0
0
0
0
Beginning Balance
0
0
0
0
0
Contribution Replenishment
0
0
0
0
0
Balance to Levy
STATISTICS
7,066
7,066
0
0
$7,066
DISTRICT
Total Parcels
39
Total Parcels Levied
37
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
37
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$190.99
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
2,355
2,355
0
C
2,355
Reserve Collection/ (Transfers)
2,355
2,355
0
0
7 iS5
District Reserve Balance
HISTORICAL INFORMATION
4,710
4,710
0
0
4,710
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
$190.93
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
41
RESOLUTION NO. 97-37
TABLE IV ZONE 6 HOVLEY LANE MONTEREY MEADOWS
Budget
Special Bcncfit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
S2,500
S2,500
SO
$0
$2,500
Landscape Water
520
520
0
0
520
Landscape Electric
200
200
0
0
200
Street Lighting Electric
350
350
0
0
350
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
1,100
1,100
0
0
1,100
Miscellaneous
0
0
0
0
0
Direct Costs (Subtotal)
4,670
4,670
0
0
4,670
AT)MMISTRATION COM
District Administration
747
747
0
0
747
County Administration Fee
22
22
0
0
22
County Per Parcel Fee
h
4
0
0
6
Administration Costs (Subtotal)
775
775
0
0
775
I FVY BR ARi)OWN
Total Direct and Admin. Costs
5,445
5,445
0
C
5,445
Reserve Account
0
0
0
0
0
Other Revenue Source
0
0
0
0
0
Beginning Balance
(352)
(352)
0
0
(352)
Contribution Replenishment
4
2
0
0
0
Balance to Levy
STATISTICS
5,093
5,093
0
0
$5,093
DISTRICT
Total Parcels
40
Total Parcels Levied
40
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
40
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
S127.34
Levy per Square Foot
N/A
Levy per Front Foot
N/A
Reserve tnformation
Previous Reserve Balance
2.027
2,027
0
0
2,027
Reserve Collection/ (Transfers)
0
0
0
0
0
District Reserve Balance
2,027
2,027
0
0
2,027
HISTORICAL INFORMATION
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
$127.34
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
42
RESOLUTION NO. 97-37
TABLE IV ZONE 6 HOVLEY LANE THE GLEN
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
$2,500
52,500
s0
s0
S2,500
Landscape Water
800
SCO
0
0
8o0
Landscape Electric
2X
200
0
0
200
Street Lighting Electric
0
0
0
0
0
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
900
900
0
0
900
Miscellaneous
Q
Q
Q
Q
Q
Direct Costs (Subtotal)
4,400
4,400
0
0
4,400
ADMINISTRATION COSTS
District Administration
602
602
0
0
602
County Administration Fee
22
22
0
0
22
County Per Parcel Fee
1
2
Q
Q
2
Administration Costs (Subtotal)
626
626
0
0
626
LEVY BREAKDOWN
Total Direct and Admin. Cons
5,026
5,026
0
0
5,026
Reserve Account
279
278
0
0
278
Ocher Revenue Source
0
0
0
0
0
Beginning Balance
(550)
(550)
0
0
(550)
Contribution Replenishment
Q
Q
Q
Q
Q
Balance to Levy
STATISTI
4,754
4,754
0
0
$4,754
DISTRICT .i
Total Parcels
16
Total Parcels Levied
16
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
16
Total Building Square Footage
N/
Total Front Footage Parking Lot
N/A
Levy per EDL:
N/A
Levy per Parcel
$297.14
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
2,478
2,478
0
0
2.478
Reserve Collection/ (Transfers)
278
278
0
0
M
District Reserve Balance
INFORMATION
2,756
2,756
0
0
2,756
HISTORICAL
Lew per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 19%/97
$297.14
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
43
RESOLUTION NO. 97-37
TABLE IV ZONE 6 HOVLEY LANE HOVLEY ESTATES
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRFCT COSTS
Maintenance Costs
S2,500
S800
SO
S 1,700
$2,500
Landscape Water
1,500
430
0
1,020
1,500
Landscape Electric
600
192
C
408
600
Street Lighting Electric
150
15C
0
0
ISO
Special District Services
Special Service 1
1,000
0
C
1,000
1,000
Special Service 2
0
0
0
0
0
Maintenance Repairs
900
288
0
612
900
Miscellaneous
9
9
9
9
9
Direct Costs (Subtotal)
6,650
1,910
0
4,740
6,650
ADMINISTRATION COSTS
District Administration
902
260
0
642
902
County Administration Fee
22
5
0
17
22
County Per Parcel Fee
1
1
9
1
1
Administration Costs (Subtotal)
926
266
0
660
926
i FVY BREAKDOWN
Total Direct and Admin. Cons
7,576
2,176
0
5,400
7,576
Reserve Account
0
0
0
0
0
Other Revenue Source
0
0
0
0
0
Beginning Balance
(1,550)
(1,550)
0
0
(1,550)
Contribution Replenishment
9
9
9
9
4
Balance to Levy
6,026
626
0
5,400
$6,026
DISTRICT STATISTICS
Total Parcels
17
Total Parcels Levied
16
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
16
Total Buildieg Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$376.64
Levy per Square Foot
N/A
Levy per Front Foot
N/A
Reserve Inforngtion
Previous Reserve Balance
3,551
1,020
0
2,531
3,551
Reserve Collection/ (Transfers)
0
0
0
0
9
District Reserve Balance
3,551
1,020
0
2,531
3,551
HISTORICAL INFORMATION
Levy per EDU Final Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
$376.64
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
44
RESOLUTION NO. 97-37
TABLE IV ZONE 6 HOVLEY LANE SONATA 1
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT
Maintenance Costs
$2,500
S2,500
s0
so
S2,500
Landscape Water
600
600
0
0
600
Landscape Electric
200
200
0
0
200
Street Lighting Electric
100
100
C
0
100
Special District Services
Special Service 1
0
0
C
0
0
Special Service 1
0
C
C
0
0
Maintenance Repairs
1,000
1,000
C
0
1,000
Miscellaneous
Q
Q
Q
Q
Q
Direct Costs (Subtotal)
4,400
4,400
0
0
4,400
ADMINISTRATION COSTS
District Administration
678
678
0
0
678
County Administration Fee
22
22
0
0
22
County Per Parcel Fee
2
2
Q
Q
2
Administration Costs (Subtotal)
702
702
C
0
702
LEVY BREAICDOWN
Total Direct and Admin. Costs
5.102
5,102
0
0
5,102
Reserve Account
354
354
0
0
354
Other Revenue Source
0
0
0
0
0
Beginning Balance
(498)
(498)
0
0
(498
Contribution Replenishment
Q
Q
Q
Q
Q
Balance to Levy
DISTRICT STATIST_iC5
4,938
4,958
0
0
$4,953
Total Parcels
16
Total Parcels Levied
16
Total Equivalent Dwelling tints
N/A
Total Parcel Units Levied
16
Total Building Square Footage
N/A
Total Front Footage Paining Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$309.88
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
2,551
2,551
0
C
2,551
Reserve Collection/ (Transfers)
354
354
0
C
91
District Reserve Balance
HISTORICAL INFORMATION
2,905
2,905
0
0
2,905
N/A
Levy per EDU Fiscal Year 1996/97
Levy per Parcel Fiscal Year 1996197
$309.88
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
45
RESOLUTION NO. 97-37
TABLE IV ZONE 6 HOVLEY LANE SONATA 2
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
$4,400
$4,400
sC
s0
$4,400
Landscape Water
2,700
2,700
0
0
2,70C
Landscape Electric
25C
250
0
0
250
Stint Lighting Electric
28C
290
0
0
280
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
2,000
2,000
0
0
2.000
Miscellaneous
4
2
4
2
Q
Direct Costs (Subtotal)
9,630
9,630
0
0
9,630
ADMINISTRATION COSTS
District Administration
1,261
1,261
0
0
1,261
County Administration Fee
22
22
0
0
22
County Per Parcel Fee
1h
h
4
4
h
Administration Costs (Subtotal)
1,299
1,299
0
0
1,299
LEVY BREAKDOWN
Total Direct and Admin. Costs
10,929
10,929
0
0
10,929
Reserve Account
270
270
0
C
270
Other Revenue Source
0
0
0
0
0
Beginning Balance
(763)
(763)
0
C
(763)
Contribution Replenishment
9
4
4
it
2
Balance to Levy
10,436
10,436
0
0
$10,436
DISTRICT STATISTICS
Total Parcels
94
Total Parcels Levied
94
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
94
Total Building Square Footage
NIA
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$111.02
Levy per Square Foot
N/A
Levy per Front Foot
N/A
Reserve Information
Previous Reserve Balance
5,430
5,43C
0
0
5,430
Reserve Collection/ (Transfers)
270
270
0
0
ZZG
District Reserve Balance
5,700
5,700
0
0
5,700
HISTORICAL INFORMATION
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
SI11.02
Levy per Square Foot Fiscal Year 1996/97
N/
Levy per Front Foot Fiscal Year 1996/97
N/A
46
RESOLUTION NO. 97-37
TABLE IV ZONE 6 HOVLEY LANE HOVLEY COLLECTION
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Ivlaiotenance Costs
S4,500
$1,260
s0
$3,240
34,5C0
Landscape Water
2,200
616
0
1,584
2,200
Landscape Electric
600
168
0
432
600
Street Lighting Electric
250
250
0
C
250
Special District Services
Special Service 1
1,C00
0
0
1,000
1,000
Special Service 2
0
0
0
C
0
Maintenance Repairs
1,500
420
0
1,08:
1,500
Miscellaneous
9
4
Q
C
0
Direct Costs (Subtotal)
10,050
2,714
0
7,336
10,050
ADMINISTRATION COSTS
District Administration
1,209
296
0
903
1,199
County Admutistration Fee
22
22
0
0
22
County Per Parcel Fee
6
I6
9
4
16
Administration Costs (Subtotal)
1,237
334
0
903
1,237
I FVY BREAKDOWN
Total Direct and Admin. Costs
11.287
3,048
0
8,239
11,287
Reserve Account
129
129
0
0
129
Other Revenue Source
0
0
0
0
0
Beginning Balance
(1,677)
(1,677)
C
0
(1,677)
Contribution Replenishment
4
4
9
9
4
Balance to Levy
9,739
1,500
0
8,239
$9,739
DISTRICT STATISTICS
Total Parcels
38
Total Parcels Levied
38
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
38
Total Building Square Footage
N/A
Total Front Footage Pariung Lot
N/A
Levy per MU
N/A
Levy per Parcel
$256.30
Levy per Square Foot
N/A
Levy per Front Foot
N/
Reserve Information
Previous Reserve Balance
4.589
1,239
0
3,350
4,589
Reserve Collection/ (Transfers)
129
129
0
0
122
District Reserve Balance
4,718
1,368
0
3,350
4,718
HISTORICAL INFORMATION
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
$256.30
Levy per Square Foot Fiscal Year 1996/97
N/
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
47
RESOLUTION NO. 97-37
TABLE IV ZONE 6 HOVLEY LANE LA PALOMA
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
$2,400
$769
$0
$1,632
S2,400
Landscape Water
700
224
0
476
700
Landscape Electric
600
192
0
408
600
Street Lighting Electric
150
I50
0
0
150
Special District Services
Special Service 1
1,000
0
0
1,000
1,000
Special Service 2
0
0
0
0
0
Maintenance Repairs
1,000
320
0
680
1,000
Miscellaneous
Q
Q
9
Q
Q
Direct Costs (Subtotal)
S,850
1,654
0
4,196
5,850
ADMMSTRATION COSTS
District Administration
728
198
C
530
728
County Administration Fee
82
30
0
52
82
County Per Parcel Fee
2
2
Q
Q
2
Administration Costs (Subtotal)
812
230
C
382
812
LEVY BREAKDOWN
Total Direct and Admin. Costs
6,662
1,884
0
4,779
6,662
Reserve Account
2,411
2,411
0
0
2,411
Other Revenue Source
0
0
0
0
0
Beginning Balance
(2,112)
(2,112)
0
0
(2,112)
Contribution Replenishment
Q
Q
Q
9
Q
Balance to Levy
6,961
2,183
0
4,778
$6,961
DISTRICT STATISTICS
Total Parcels
17
Total Parcels Levied
16
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
16
Total Building Square Footage
N/A
Total Front Footage Puking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$435.06
Levy per Square Foot
N/A
Levy per Front Foot
N/A
Reserve Information
Previous Reserve Balance
2,411
682
0
1,729
2,411
Reserve Collcction/ (Transfers)
2,411
2,411
0
0
2AU
District Reserve Balance
[USTORICAL INFO MATION
4.822
3,093
0
1,729
4,82.2
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
$435.06
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
48
RESOLUTION NO. 97-37
TABLE IV ZONE 7 WARING COURT
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable i
Costs
DIRECT COSTS
Maintenance Costs
$2,600
S2,600
SO
SC
$2,630
Landscape Water
1,400
1,4C0
0
0
1,400
Landscape Electric
200
200
0
0
200
Street Lighting Electric
0
0
0
0
0
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
1,000
1,000
0
0
1,m0
Miscellaneous
Q
Q
Q
Q
Q
Direct Costs (Subtotal)
5,2000
5,200
0
0
5,200
ADMINISTRATION COSTS
District Administration
682
682
0
,.
682
County Administration Fee
82
82
0
C
82
County Per Parcel Fee
2
2
Q
Q
2
Administration Costs (Subtotal)
766
766
0
0
766
LEVY BREAKDOWN
Total Direct and Admin. Costs
5,966
5,966
0
C
5,966
Reserve Account
78
78
0
0
78
Other Revenue Source
0
0
0
0
0
Beginning Balance
(78)
(78)
C
0
(79)
Contribution Replenishment
Q
Q
C
Q
Q
Balance to Levy
STATISTICS
5,966
5,966
0
C
$5,966
DISTRICT
Total Parcels
16
Total Parcels Levied
16
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
16
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$372.38
Levy per Square Foot
N/
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
2,983
2,983
0
0
2,983
Reserve Collection/ (Transfers)
78
78
0
0
Z$
District Reserve Balance
HISTORICAL INFORMATION
3,061
3,061
0
0
3,061
N/A
Levy per EDU Fiscal Year 1996/97
Levy per Parcel Fiscal Year 1996/97
$372.88
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
wj
RESOLUTION NO. 97-37
TABLE IV ZONE 8 PALM GATE
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT OSTS
Maintenance Costs
$3,200
$3,200
s0
f0
$3,200
Landscape Water
600
600
0
0
600
Landscape Electric
0
0
0
0
0
Street Lighting Electric
250
250
0
0
250
Special District Services
Special Service 1
0
0
0
0
0
Special Service 2
0
0
C
0
0
Maintenance Repairs
3,200
3,200
0
0
3,200
Miscellaneous
4
Il
G
4
Il
Direct Costs (Subtotal)
7,250
7,250
0
0
7,250
ADMINISTRATION COSTS
District Administration
1,003
1,003
0
0
1,003
County Administration Fee
82
82
0
0
82
County Per Parcel Fee
fi
6
0
Il
fi
Administration Costs (Subtotal)
1,091
1,091
C
0
1,091
I FVY BREAKDOWN
Total Direct and Admin. Costs
8.341
8,341
0
0
8,341
Reserve Account
1,570
1,570
0
0
1,570
Other Revenue Source
0
0
0
0
0
Beginning Balance
(1,772)
(1,772)
0
0
(1,772)
Contribution Replenishment
2
Il
Il
Il
Il
Balance to Levy
8,139
8,139
0
0
$8,139
DISTRICT STATISTICS
Total Parcels
37
Total Parcels Levied
37
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
37
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$219.98
Levy per Square Foot
N/A
Levy per Front Foot
N/A
Reserve Information
Previous Reserve Balance
4,170
4,170
0
0
4,170
Reserve Collection/ (Transfers)
1,570
1,570
0
0
1570
District Reserve Balance
5,740
5,740
0
0
5,740
HISTORICAL INFORMATION
Levy per EDU Fiscal Year 1996/97
N/
Levy per Parcel Fiscal Year 1996/97
$219.98
Levy per Square Foot Fiscal Year 1996/97
N/
Levy per Front Foot Fiscal Year 1"6/97
N/A
50
DIRECT COSTS
Maintenance Costs
Landscape Water
Landscape Electric
Street Lighting Electric
Special District Services
Special Service 1
Special Service 2
Maintenance Repairs
Miscellaneous
Direct Costs (Subtotal)
ADMINISTRATION COSTS
District Administration
County Administration Fee
County Per Parcel Fee
Administration Costs (Subtotal)
LEVY BREAI{DOWN
Total Direct and Admin. Costs
Reserve Account
Other Revenue Source
Beginning Balance
Contribution Replenishment
Balance to Levy
DISTRICT STATISTICS
Total Parcels
Total Parcels Levied
Total Equivalent Dwelling Units
Total Parcel Units Levied
Total Building Square Footage
Total Front Footage Parking Lot
Levy per EDU
Levy per Parcel
Levy per Square Foot
Levy per Front Foot
Reserve Information
Previous Reserve Balance
Reserve Collection/ (Transfers)
District Reserve Balance
HISTORICAL INFORMATION
Levy per EDU Fiscal Yeu 1996/97
Levy per Parcel Fiscal Year 1996/97
Levy per Square Foot Fiscal Year 1996/97
Levy per Front Foot Fiscal Year 1996/97
TABLE IV ZONE 9 THE GROVE
$7,100
2,000
500
1,500
1,500
0
3,40C
16,000
1,854
82
11
1,950
17,950
1,738
0
(1,170)
4
t8,518
8,739
1,739
10,476
General
Benefit
Bcneft
S7,100
s0
2,000
0
500
0
1,500
0
1,SOC
C
0
0
3,400
C
9
4
16,000
0
1,854
0
82
0
14
9
1,950
0
17,950
0
1,738
0
0
0
(1,170)
0
4
9
18,318
0
8,738 C
1,738 0
10,476 0
RESOLUTION NO. 97-37
Exempt
Total Assessable
Benefit
Costs
SC
S7,100
0
2,000
0
500
0
1,500
0
1,500
0
0
0
3,400
9
4
0
16,C00
0
1,854
0
82
4
14
0
1,950
0
17,950
0
I,738
0
0
0
(1,170)
4
4
0
$18,518
85
85
105.00
N/A
N/A
N/A
$176.36
N/A
N/A
N/A
0
8,738
0
LM
0
10,476
$176.36
N/A
N/A
N/A
51
RESOLUTION NO. 97-37
TABLE IV ZONE 10 DINAH SHORE MEDIANS
Budget Special
Becteftt
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
$2,500
$0
$2,500
SC
s0
Landscape Water
5,000
0
5,000
0
0
Landscape Electric
500
0
500
0
0
Street Lighting Electric
0
0
0
0
Special Districtt Services
Special Scrvice 1
0
C
0
0
0
Special Service 2
0
C
0
0
0
Maintenance Repairs
1,000
0
1,000
0
0
Miscellaneous
Q
C
Q
Q
Q
Direct Costs (Subtotal)
9,000
0
9,000
0
0
ADMINISTRATION COSTS
District Administration
1,058
0
1,058
0
0
County Administration Fee
82
0
82
0
0
County Per Parcel Fee
2
Q
2
Q
Q
Administration Costs (Subtotal)
1,142
0
1.142
0
0
I FVY BREAKDOWN
Total Direct and Admin. Costs
10,142
0
10,142
0
0
Reserve Account
0
0
0
0
0
Other Revenue Source
0
0
0
0
0
Beginning Balance
330
0
330
0
0
Contribution Replenishment
Q
Q
Q
Q
Q
Balance to Levy
10,472
0
10,472
0
s0
DISTRICT STATISTICS
Total Parcels
29
Total Parcels Levied
11
Total Equivalent Dwelling Units
206.74
Total Parcel Units Levied
N/A
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
f0.00
Levy per Parcel
N/A
Levy per Square Foot
N/A
Levy per Front Foot
N/A
Reserve Information
Previous Reserve Balance
4,300
0
4,300
0
0
Reserve Collection/ (Transfers)
0
0
0
0
Q
District Reserve Balance
4,300
0
4,300
0
0
HISTORICAL INFORMATION
Levy per EDU Fiscal Year 1996/97
$50.66
Levy per Parcel Fiscal Year 1996/97
N/A
Levy per Square Foot Fiscal Year 1996/97
N/
Levy per Front Foot Fiscal Year 1996/97
N/A
52
RESOLUTION NO. 97-37
TABLE IV ZONE 11 PORTOLA PLACE
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRFCT COSTS
Maintenance Costs
$2,900
s0
s0
$2,80C
32,800
Landscape Water
800
0
0
800
goo
Landscape EleCtrie
300
0
0
30C
300
Street Lighting Electric
0
0
0
0
0
Special District Services
Special Service 1
0
0
0
C
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
1,000
0
0
1,000
1,C00
Miscellaneous
Q
Q
Q
Q
Q
Direct Costs (Subtotal)
4,900
0
0
4,900
4,900
AUMMISTRATION COSTS
District Administration
658
C
C
658
658
County Administration Fee
82
C
0
82
82
County Per Parcel Fee
d
Q
Q
d
4
Administration Costs (Subtotal)
744
0
0
744
744
LEVY BRE.NKDOWN
Total Direct and Admin. Costs
5,644
0
0
5,644
5,644
Reserve Account
0
0
0
0
0
Other Revenue Source
0
0
0
0
0
Begioning Balance
(963)
0
0
(963)
(963)
Contribution Replenishment
Q
Q
Q
Q
Q
Balance to Levy
DISTRICT STATISTICS
4,631
0
0
4,681
S4,681
Total Parcels
23
Total Parcels Levied
23
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
23
Total Building Square Footage
N/A
Total Front Footage Puking Lot
N/A
Levy per EDU
N/A
Levy per Parcel
$203.50
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
2,905
0
0
2,905
2,905
Reserve Collection/ (Transfers)
0
0
0
0
Q
District Reserve Balance
HISTORICAL INFORMATION
2,905
0
0
2,905
2,905
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
$203.50
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
53
RESOLUTION NO. 97-37
TABLE IV ZONE 12 OASIS TO WASHINGTON
DIRECT COSTS
Maintenance Costs
Landscape Water
Landscape Electric
Street Lighting Electric
Special District Services
Special Service 1
Special Service 2
Maintenance Repairs
Miscellaneous
Direct Costs (Subtotal)
AnMiNiSTRATION COSTS
District Administration
County Administration Fee
County Per Parcel Fee
Administration Costs (Subtotal)
I FVY RRFAKDOWN
Total Direct and Admin. Costs
Reserve Account
Other Revenue Source
Beginning Balance
Contribution Replenishment
Balance to Levy
DISTRICT STATISTICS
Total Parcels
Total Parcels Levied
Total Equivalent Dwelling Units
Total Parcel Units Levied
Total Building Square Footage
Total Front Footage Parking Lot
Levy per EDU
Levy per Parcel
Levy per Square Foot
Levy per Front Foot
Reserve Information
Previous Reserve Balance
Reserve Collection/ (Transfers)
District Reserve Balance
HISTORICAL INFORMATION
Levy per EDU Fiscal Year 1996/97
Levy per Parcel Fiscal Year 1996/97
Levy per Square Foot Fiscal Year 1996/97
Levy per Front Foot Fiscal Year 1996/97
f 1,300
600
120
0
0
0
475
Q
2,495
3,514
82
M
3,972
6,467
1,127
0
(33)
Q
7,561
3,127
1,127
4,254
General
Benefit
Benefit
$0
$1,300
0
600
0
120
0
0
0
0
0
0
0
475
2
Q
0
2,495
0
3,514
0
82
Q
la
0
3,972
0
6,467
0
1,127
0
0
0
(33)
Q
Q
0
7,561
0 3,127
0 1,127
0 4,254
Exempt
Total Assessable
Benefit
Costs
$0
$0
0
0
0
0
0
0
0
0
0
0
0
0
Q
Q
0
0
0
0
0
0
Q
Q
0
0
0
0
0
0
0
0
0
0
Q
Q
0
s0
2,381
2,352
1,735.19
1,224
N/A
N/A
$0.00
$0.00
N/A
N/A
0 0
0 Q
0 0
$3.66
$1.00
N/A
N/A
54
RESOLUTION NO. 97-37
TABLE IV ZONE 13 PALM DESERT COUNTRY CLUB
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Cons
$3,500
$3.500
s0
SO
$3,50C
Landscape Water
1,800
1,800
0
0
1,80C
Landscape Electric
1,200
1,200
0
0
1,20C
Street Lighting Electric
22,000
22,000
0
0
22,OOC
Special District Services
Special Service t
0
0
0
0
0
Special Service 2
0
0
0
0
0
Maintenance Repairs
3,000
3,000
0
0
3,000
Miscellaneous
Q
Q
Q
Q
Q
Direct Costs (Subtotal)
31,500
31,500
0
0
31,50C
ADMINISTRATION COSTS
District Administration
5,659
5,659
0
0
5,659
County Administration Fee
82
82
0
0
82
County Per Parcel Fee
ZN
Z60
Q
Q
zu
Administration Costs (Subtotal)
6,021
6,021
0
0
6,021
i FVY BREAKDOWN
Total Direct and Admin. Costs
37,521
37,521
0
0
37,521
Reserve Account
0
0
0
0
0
Other Revenue Source
0
0
0
0
0
Beginning Balance
(12,000)
(12,000)
0
0
(12,000)
Contribution Replenishment
Q
Q
Q
Q
Q
Balance to Levy
25,321
25,521
0
0
S25,521
DISTRICT STATISTICS
Total Parcels
1,770
Total Parcels Levied
1,745
Total Equivalent Dwelling Units
2,261.00.
Total Parcel Units Levied
N/A
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/A
Levy per EDU
$11.30
Levy per Parcel
N/A
Levy per Square Foot
N/A
Levy per Front Foot
Reserve Information
N/A
Previous Reserve Balance
63,000
63,000
0
0
63,000
Reserve Collection/ (Transfers)
0
0
0
0
Q
District Reserve Balance
HISTORICAL INFORMATION
63,000
63,000
0
0
63,000
Levy per EDU Fiscal Year 1996/97
$11.30
Levy per Parcel Fiscal Year 1996/97
N/A
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
55
RESOLUTION NO. 97-37
TABLE IV ZONE 14 K & B AT PALM DESERT
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Total Assessable
Costs
DIRECT
Maintenance Costs
$7,900
SO
SO
$7,800
S7,800
Landscape Water
2,950
0
0
2,850
2,850
Landscape Electric
360
0
0
360
360
Street Lighting Electric
800
0
0
800
8c0
Special District Services
Special Service I
Soo
0
0
500
500
Special Service 2
0
0
0
0
0
Maintenance Repairs
2,000
0
0
2,000
2,000
Miscellaneous
Il
4
9
4
4
Direct Costs (Subtotal)
14,310
0
0
14,310
14,310
ADMINISTRATION COSTS
District Administration
2,002
0
0
2,002
2,002
County Administration Fee
80
0
0
80
80
County Per Parcel Fee
zfi
2
4
26
a
Administration Costs (Subtotal)
2,108
0
0
2,108
2,108
1 FVY BR AKQQWN
Total Direct and Admin. Costs
16,418
0
0
16,418
16,418
Reserve Account
6,905
0
0
6,905
6,905
Other Revenue Source
0
0
0
0
0
Beginning Balance
0
0
0
0
0
Contribution Replenishment
9
4
9
4
4
Balance to Levy
23,323
0
0
23,323
$23,323
DIS TRTCT STATISTICS
Total Parcels
165
Total Parcels Levied
163
Total Equivalent Dwelling Units
N/A
Total Parcel Units Levied
163
Total Building Square Footage
N/A
Total Front Footage Parking Lot
N/
Levy per EDU
N/
Levy per Parcel
$143.10
Levy per Square Foot
N/
Levy per Front Foot
N/A
Reserve Information
Previous Reserve Balance
6,905
0
0
6,905
6,905
Reserve Collection/ (Transfers)
6,905
0
0
6,905
AM
District Reserve Balance
13,810
0
0
13,810
13,810
HISTORICAL INFORMATION
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year 1996/97
$143.10
Levy per Square Foot Fiscal Year 1996/97
N/A
Levy per Front Foot Fiscal Year 1996/97
N/A
56
RESOLUTION NO. 97-37
TABLE IV TOTAL DISTRICT
Budget
Special Benefit
General
Benefit
Exempt
Benefit
Other Benefit
Total Assessable
Costs
DIRECT COSTS
Maintenance Costs
$149,300
$43,405
S56,497
$49,408
s0
$92,913
Landscape Water
74.470
19,170
25,673
29,628
0
49,798
Landscape Electric
11,030
5,305
3,158
2,567
0
7.872
Street Lighting Electric
36,030
34,980
250
800
0
35,790
Special District Services
Special Service 1
%,855
1,500
0
3.500
91,355
5,DC0
Special Service 2
4,500
0
0
0
4,50C
0
Maintenance Repairs
43,975
22.297
11705
9,973
0
32.270
Miscellaneous
0
0
0
0
0
0
Direct Cosa (Subtotal)
416,160
126,657
97,273
95,876
96,335
222,533
ADMINISTRATION COSTS
District Administration
66,509
19,979
33,995
10,960
1,575
30,939
County Administration Fee
1,360
409
695
224
32
633
County Per Parcel Fee
1.H42
=1
1.24Z
0A
21
LZ21
Administration Costs (Subtotal)
71,719
21,345
36,657
11,813
1,698
33,363
LEVY BREAKDOWN
Total Direct and Admin. Costs
487,878
148,202
133,930
107,694
99,053
255,8%
Reserve Account
28,386
10.236
0
18.150
C
28,396
Other Revenue Source
(56,860)
(12,111)
(5,531)
(39,218)
C
(51,329)
Beginning Balance
(39,862)
(24,271)
(2.546)
(13,046)
C
(37,317)
Contribution Replenishment
0
0
0
0
0
0
Balance to Levy
419,542
122,056
125,853
73,580
98,033
$193,636
DISTRICT STATISTICS
Total Parcels
25,115
Total Parcels Levied
24,063
Total Equivalent Dwelling Units
N/
Total Parcel Units Levied
N/
Total Building Square Footage
N/
Total Front Footage Parking Lot
N/
Levy per MU
N/
Levy per Parcel
N/
Lcvy per Square Foot
N/
Levy per Front Foot
N/A
Reserve Information
Previous Reserve Balance
185,806
105,266
46,980
23.263
13,297
128,529
Reserve Collection/ (Transfers)
28.386
IC,236
0
18.150
0
78 396
District Reserve Balance
214,192
115,502
46,980
41.413
IC.297
1.%,915
HISTO 1 At INFORMATION
Levy per EDU Fiscal Year 1996/97
N/A
Levy per Parcel Fiscal Year I996/97
N/
Levy per Square Foot Fiscal Year 1996/97
N/
Levy per Front Foot Fiscal Year 1996/97
N/
57
RESOLUTION NO. 97-37
Appendix A - LAND USE/BENEFIT UNIT FACTORS
Property Type
Land
Use
Code
1997/98
Benefit
Unit
Factor
Multiplier to
Calculate
EDU
Agricultural
AGR
0.30
Acreage
Commercial
BNK
6.00
Acreage
Cemeteries
CEM
2.00
Acreage
Commercial Vacant
CMV
0.30
Acreage
Dump Sites
DMP
4.00
Acreage
Golf Courses
GLF
1.00
Acreage
Hospitals
HOS
6.00
Acreage
Hotel and Motels
HOT
6.00
Acreage
Industrial Developed
IND
6.00
Acreage
Industrial Vacant
INV
0.30
Acreage
Mobil Home
MBL
1.00
Units
Multi -family Residential
MFR
0.50
Units
Multi -family Vacant
MFV
0.30
Acreage
Mobil Home Park
MHP
2.00
Acreage
Recreational
REC
3.00
Acreage
Parking Lot
PKG
3.00
Acreage
Private School
SCH
3.00
Acreage
Single Family Residential
SFR
1.00
Units
Single Family Vacant
SFV
0.30
Acreage
Tennis Courts
I TEN
1.50
Acreage
Note: For an equitable spreading of maintenance costs, all parcels are assigned at
least the minimum EDU that corresponds to the respective property type listed.
A-1
RESOLUTION NO. 97-37
Appendix B - DISTRICT BOUNDARY MAPS
The Boundary Maps for the District have previously been submitted to the Clerk of the
City in the format required under the Act and are, by reference, made part of this Report.
The Boundary Maps are available for inspection at the Office of the City Clerk, during
normal business hours after approval of the final Report.
B-1
RESOLUTION NO. 97-37
Appendix C - 1997/98 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 include government -owned land, public utility -owned
property, land principally encumbered with public rights -of -way and other tax exempt
parcels such as common areas or open space for which the county does not generate a tax
bill. These parcels will not be assessed.
A listing of parcels assessed within this District, along with the assessment amounts, will
be submitted to the City Clerk upon final approval of the Report and confirmation of the
proposed levy amounts, and by reference, is made part of this Report.
C-1