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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 2 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. 3 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 4 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) 5 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. 2 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. 7 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 E 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. 10 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. 11 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. 12 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. 13 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