HomeMy WebLinkAboutRes 04-82 and 04-83 Consolidated L&L District FY 2004/2005 - Final ApprovalREQUEST:
CITY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
1. Approval to amend/or approve the final Engineers' Report for
the Palm Desert Consolidated Landscape and Lighting District,
Fiscal Year 2004/2005.
2. Approval to order the levy and collection of annual assessments
within the Palm Desert Consolidated Landscape and Lighting
District for Fiscal Year 2004/2005.
DATE: July 8, 2004
CONDITIONS: Resolution No. (s) 04-82 , 04-83
Final Engineer's Report
Table 1-1 (Annual Levies)
Recommendation:
Waive further reading and adopt:
1. Resolution No.04_87 , amending or approving the final Engineer's Report for the
Consolidated Palm Desert Landscaping and Lighting District, Fiscal Year
2004/2005.
2. Resolution No. 04-83 , ordering the levy and collection of assessments within the
consolidated Palm Desert Lighting and Landscape District for Fiscal Year
2004/2005.
Executive Summary:
The Palm Desert Consolidated Landscape and Lighting District consist of 29 individual
landscape and lighting districts. Each year the City is required to hold a public hearing
to review and approve the district budgets and annual levies (i.e. Engineers' Report).
On June 10, 2004, the City Council initiated the process to levy and collect the annual
assessments and granted preliminary approval of the Engineers' Report. A Public
Hearing was scheduled for June 24, 2004, but was continued to July 8, 2004.
The attached resolutions allow the City to:
1. Grant final approval the Engineers' Report (budgets and annual levies) for the
Palm Desert Consolidated Landscape and Lighting District for Fiscal Year
2004/2005.
2. Order the levy and collection of annual assessments for Fiscal Year 2004/2005.
Staff recommends approval of the attached resolutions.
Staff Report
Palm Desert Consolidated LLD FY 04/05
Page 2 of 3
July 8, 2004
Background:
Resolution No. 04-82
Resolution No. 04-83
The City of Palm Desert administers 29 individual landscape and lighting districts,
referred to as the Consolidated Palm Desert Landscape and Lighting District. These
districts were established to pay for the maintenance of perimeter landscaping and
streetlighting that benefits residential subdivisions. Each year the City prepares an
annual budget and levy for each district, which is reviewed and approved by the City
Council. The budgeted amounts within each district are levied and collected through
each parcel's property tax bill.
Over the last year staff has been working with the landscape and lighting districts to
develop a plan that will make the districts more efficient and self-supporting. In
November of 2003, the City Council and Redevelopment Agency approved a project to
renovate 18 outdated and inefficient districts. The goals of the project are:
1. To provide new water efficient landscaping and irrigation system for outdated
districts;
2. To reduce the annual maintenance and utility costs; and
3. To develop a self-supporting district with well maintained landscaping that would
enhance the City and the neighborhoods.
In order to qualify for the renovation, the City Council and Redevelopment Agency
required each district to approve an increase to their existing levy to match the new
maintenance costs after renovation. Staff identified 18 districts qualified for renovation
and 12 of the districts would require an increase to the annual levy to match the new
maintenance costs after renovation. As required by Proposition 218, an increase to a
levy requires approval of the property owners through a ballot proceeding.
On May 13, 2004, ballots for the 12 districts were counted and 9 out of the 12 districts
approved their new levy. During the next six months, the City will be renovating 15 out
of the 18 districts. The three districts that will not be renovated are:
• Palm Gate (East side of Deep Canyon, 1,200 feet north of Fred Waring Drive)
• Hovley West (Southeast corner of Monterey Avenue and Hovley Lane West)
• Hovley Collection (South side of Hovley Lane West, 600 feet east of Monterey
Avenue)
Discussion:
The Engineers' Report includes a detailed budget for all districts, including those that
will be renovated and the three districts that denied the levy increase. The three
districts that denied the levy increase will continue with their existing levy, but the level
of service will be modified to match the funds available for operating costs.
Staff Report
Palm Desert Consolidated LLD FY 04/05
Page 3 of 3
July 8, 2004
Resolution No. 04-82
Resolution No. 04-83
Attached to the report is Table 1-1, which summarizes the annual levies for each district
and identifies which districts will be renovated.
Conclusion:
Staff recommends that the City Council open the public hearing and approve the
attached resolutions, granting final approval of the Engineers' Report and ordering the
levy and collection of annual assessment within the Palm Desert Consolidated
Landscape and Lighting District for Fiscal Year 2004/2005.
Submitted By:
artin Alvarez
Senior Management Analyst
Approval:
Carlos L. Grteg
City Manager
Departme t Head
o er Croy
ACM for Devel
ment Services
Paul Gibson
Director of Finance
Resolution No. 04-82
Resolution No. 04-83
Consolidated Landscape and Lighting District
Assessment Rates
Fiscal Year 2004/2005
Table 1-1
District
Units
Annual Levy
Renovation
La Paloma 1
16
$368.58
Yes
Sonata I
16
$321.18
Yes
Desert Mirage
29
$370.44
Yes
Hovley Estates
16
$389.42
Yes
Sandpiper West
16
$375.66
Yes
Sandpiper Court
16
$378.56
Yes
Kaufman & Broad
163
$117.20
Yes
Sonata II
94
$121.56
Yes
Primrose 2
37
$170.56
Yes
Monterey Meadows
40
$86.21
Yes
Hovley Glen
16
$276.48
Yes
Paloma 2
16
$379.42
Yes
Paloma 3
15
$276.61
Yes
Waring Court
16
$424.46
Yes
Portola Place
23
$191.95
Yes
Hovley Collection
38
$125.52
No / Declined Levy
Palm Gate
37
$70.39
No / Declined Levy
Hovley West
16
$292.22
No / Declined Levy
Canyon Cove
222
$86.21
No / Not Required
Vineyards
132
$62.01
No /Not Required
Parkview Estates
172
$21.56
No /Not Required
Sandcastles
41
$50.69
No /Not Required
Diamondback Road
20
$371.61
No /Not Required
The Grove
105
$208.05
No /Not Required
Palm Desert
Country Club
1,730
$28.31
No /Not Required
Canyon Crest
67
$153.14
No /Not Required
College View
Estates II
32
$326.39
No /Not Required
Sundance
32
$312.64
No /Not Required
RESOLUTION NO.04-82
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, AMENDING AND/OR APPROVING THE FINAL
ENGINEER'S ANNUAL LEVY REPORT FOR THE CONSOLIDATED
PALM DESERT LANDSCAPING AND LIGHTING DISTRICT, FISCAL
YEAR 2004/05
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 the provisions of Part 2 of Division 15 of
the California Streets and Highways Code, did by previous Resolution order the Engineer,
MuniFinancial, to prepare and file a report in accordance with Article 4 of Chapter 1 of
Part 2 of Division 15 of the California Streets and Highways Code, commencing with
Section 22565, in connection with the proposed levy and collection of assessments for
the Consolidated Palm Desert Landscaping and Lighting District (hereafter referred to as
the "District") for the fiscal year commencing July 1, 2004 and ending June 30, 2005; and,
WHEREAS, The Engineer has prepared and filed with the City Clerk of the City of
Palm Desert and the City Clerk has presented to the City Council such report entitled
"Engineer's Annual Levy Report, Consolidated Palm Desert Landscaping and Lighting
District, Fiscal Year 2004/05" (hereafter referred to as the "Report"); and,
WHEREAS, The City Council has carefully examined and reviewed the Report as
presented, and is satisfied with each of the items and documents as set forth therein, and
finds that the levy of assessments have been spread in accordance with the special
benefits received from the improvements, operation, maintenance and services to be
performed, as set forth in said Report.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS:
Section 1 The above recitals are true and correct.
Section 2 The Report as presented, consists of the following:
a) A Description of the District and Improvements.
b) The Annual Budget (Costs and Expenses of Services, Operations and
Maintenance)
c) A Description of the Method of Apportionment resulting in an Assessment Rate
per Levy Unit for each Zone within said District for Fiscal Year 2004/05.
Resolution No. 04-82
Section 3 The Report as presented, is hereby approved (as presented or amended
as applicable), and is ordered to be filed in the Office of the City Clerk as a permanent
record and to remain open to public inspection.
Section 4 The City Clerk shall certify to the passage and adoption of this Resolution
and the minutes of this meeting shall so reflect the presentation and final approval of
the Report.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City
Council, held on this day of , 2004.
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert, California
ROBERT A. SPIEGEL, Mayor
2
RESOLUTION NO. 04-83
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT ORDERING THE LEVY AND COLLECTION OF
ASSESSMENTS WITHIN THE CONSOLIDATED PALM DESERT
LANDSCAPING AND LIGHTING DISTRICT, FISCAL YEAR 2004/05
The City Council of the City of Palm Desert (hereafter referred to as the "City Council")
does resolve as follows:
WHEREAS, The City Council has by previous Resolutions initiated proceedings
and declared its intention to levy special benefit assessments against parcels of land
within the Consolidated Palm Desert Landscaping and Lighting District (hereafter referred
to as the "District") for the fiscal year commencing July 1, 2004 and ending June 30,
2005; pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of
Division 15 of the California Streets and Highways Code, commencing with Section
22500 (hereafter referred to as the "Act") to pay the costs and expenses of operating,
maintaining and servicing landscaping, lighting and appurtenant facilities located within
the District; and,
WHEREAS, The Engineer selected by the City Council has prepared and filed with
the City Clerk, and the City Clerk has presented to the City Council an Engineer's Annual
Levy Report (hereafter referred to as the "Report") in connection with the proposed levy
and collection of special benefit assessments upon eligible parcels of land within the
District, and the City Council did by previous Resolution approve such Report; and,
WHEREAS, The City Council desires to levy and collect assessments against
parcels of land within the District for the fiscal year commencing July 1, 2004 and ending
June 30, 2005, to pay the costs and expenses of operating, maintaining and servicing
landscaping and street lighting improvements and appurtenant facilities located within the
District, and for which assessed properties receive special benefit.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS:
Section 1 Following notice duly given, the City Council has held a full and fair Public
Hearing regarding the District, the levy and collection of assessments, the Engineer's
Annual Levy Report prepared in connection therewith, and considered any oral and
written statements, protests and communications made or filed by interested persons
regarding these matters.
Section 2 Based upon its review (and amendments, as applicable) of the Report, a
copy of which has been presented to the City Council and which has been filed with the
City Clerk, the City Council hereby finds and determines that:
Resolution No. 04-83
a) The land within the District will receive special benefit by the operation,
maintenance and servicing of landscaping, lighting, and appurtenant facilities
within the boundaries of District.
b) District includes all of the lands receiving such special benefit.
c) The net amount to be assessed upon the lands within the District is in
accordance and apportioned by a formula and method which fairly distributes the
net amount among eligible parcels in proportion to the special benefit to be
received by each parcel from the improvements and services for the fiscal year
commencing July 1, 2004 and ending June 30, 2005.
Section 3 The Report and assessment as presented to the City Council and on file in
the office of the City Clerk comply with the applicable provisions of the California State
Constitution Article XIIID and are hereby confirmed as filed.
Section 4 The maintenance, operation and servicing of the improvements and
appurtenant facilities shall be performed pursuant to the Act. The City Council hereby
orders the proposed improvements to be made, which improvements are briefly
described as the installation, maintenance, operation, administration and servicing of the
landscaping and lighting improvements including turf, ground cover, shrubs and trees,
irrigation systems, street lighting, water features, ornamental lighting, entry monuments,
drainage systems and all appurtenant facilities related thereto.
Section 5 The County Auditor of Riverside County shall enter on the County
Assessment Roll opposite each eligible parcel of land the amount of levy, and such levies
shall be collected at the same time and in the same manner as the County taxes are
collected, pursuant to Chapter 4, Article 2, Section 22646 of the Act. After collection by
the County, the net amount of the levy shall be paid to the City Treasurer.
Section 6 The City Treasurer shall deposit all money representing assessments
collected by the County for the District to the credit of a fund for the Consolidated Palm
Desert Landscaping and Lighting District, and such money shall be expended only for the
maintenance, operation and servicing of the landscaping, lighting and appurtenant
facilities as described in Section 4.
Section 7 The adoption of this Resolution constitutes the District levy for the fiscal
year commencing July 1, 2004 and ending June 30, 2005.
Section 8 The City Clerk, or their designate, is hereby authorized and directed to file
the levy with the County Auditor upon adoption of this Resolution.
2
Resolution No. 04-83
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City
Council, held on this day of , 2004.
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert, California
ROBERT A. SPIEGEL, Mayor
3
CITY OF PALM DESERT
ENGINEER'S ANNUAL LEVY REPORT
Consolidated Palm Desert
Landscaping And Lighting District
Fiscal Year 2004/05
INTENT MEETING: June 10, 2004
PUBLIC HEARING: June 24, 2004
MuniFinancial
Corporate Office
27368 Via Industria
Suite 110
Temecula, CA 92590
Tel: (909) 587-3500
Tel: (800) 755-MUNI (6864)
Fax: (909) 587-3510
Office Locations
Anaheim, CA
Jacksonville, FL
Lancaster, CA
Los Angeles Regional Office
Oakland, CA
www.muni.com
Pensacola, FL
Phoenix, AZ
Sacramento, CA
Seattle, WA
ENGINEER'S REPORT AFFIDAVIT
Establishment of Annual Assessments for the:
Consolidated Palm Desert Landscaping and Lighting District
City of Palm Desert
Riverside County, State of California
This Report identifies all the parcels within the District and all relevant zones therein, as they
existed at the time of the passage of the Resolution of Intention. Reference is hereby made to
the Riverside County Assessor's maps for a detailed description of the lines and dimensions of
parcels within the District. The undersigned respectfully submits the enclosed Report as directed
by the City Council.
Dated this day of , 2004.
MuniFinancial
'Assessment Engineer
On Behalf of the City of Palm Desert
By:
Jim McGuire, Project Manager
District Administration Services
By:
Richard Kopecky
R. C. E. # 16742
TABLE OF CONTENTS
I. OVERVIEW 1
A. Introduction 1
B. Compliance with the Current Legislation 2
C. General Description of the District and Services 2
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES 6
III. METHOD OF APPORTIONMENT 16
A. General 16
B. Benefit Analysis 16
C. Assessment Methodology 18
D. Assessment Range Formula 19
IV. DISTRICT BUDGETS 21
A. Description of Budget Items 21
B. District Budgets 24
APPENDIX A — DISTRICT BOUNDARY MAPS 52
APPENDIX B — 2004/05 COLLECTION ROLL 53
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
I. Overview
A. Introduction
The City of Palm Desert (hereafter referred to as "City") annually levies and collects special
assessments in order to provide and maintain improvements within the Consolidated Palm
Desert Landscaping and Lighting Maintenance Assessment District (hereafter referred to as
"District"). The District was formed in 1993, through the consolidation of several individual
landscaping and lighting maintenance districts that previously existed within the City. The
original districts and subsequent annexations of various territories and developments to the
Consolidated District are identified as separate Zones and/or Sub -zones (hereafter referred
to jointly as `Zones"). The District and the Zones therein have been established and are
levied annual assessments pursuant to the Landscaping and Lighting Act g 1972, Part 2 of
Dizision 15 of the California Streets andHighzajs Cale (hereafter referred to as the "1972 Act").
This Engineer's Annual Levy Report (hereafter referred to as the "Report") describes the
District and improvements, any proposed changes to the District or improvements and the
proposed budgets and assessments for fiscal year 2004/05. The proposed assessments are
based on the City's estimated cost to maintain the improvements that provide special benefit
to properties within the District. The various improvements within the District and the costs
of those improvements are identified and budgeted separately for each Zone, including all
expenditures, deficits, surpluses, revenues, and reserves. Each parcel within a Zone is
assessed proportionately for only those improvements provided in that Zone from which
the parcel receives special benefit.
The word "parcel," for the purposes of this Report, refers to an individual property assigned
its own Assessment Number by the Riverside County Assessor's Office. The Riverside
County Auditor/Controller uses Assessment Numbers and specific Fund Numbers, to
identify on the tax roll, properties assessed for special district benefit assessments.
At a noticed Public Hearing, the City Council will consider all testimony and written
comments presented and may direct any necessary modifications to the Report and approve
the Report as submitted or amended. Following approval of the Report, the City Council by
resolution, shall order the improvements to be made, and confirm the levy and collection of
assessments pursuant to the 1972 Act. The assessment rates and method of apportionment
described in this Report as approved by the City Council defines the assessments to be
applied to each parcel within the District for fiscal year 2004/05. The assessments as
approved will be submitted to the Riverside County Auditor/Controller to be included on
the property tax roll for each parcel for the fiscal year.
If any parcel submitted for collection is identified by the County Auditor/Controller to be
an invalid parcel number for the current fiscal year, a corrected parcel number and/or new
parcel numbers will be identified and resubmitted to the County Auditor/Controller. The
assessment amount to be levied and collected for the resubmitted parcel or parcels shall be
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
based on the method of apportionment and assessment rate described in this report and
approved by the City Council.
B. Compliance with the Current Legislation
The City Council annually conducts a public hearing to accept public comments and
testimony, to review the Report and adopt the annual assessments to be levied on the
County tax roll for the fiscal year. The assessments described in this Report and
subsequently approved by the City Council have been prepared in accordance with the 1972
Act and in compliance with the provisions of the Gigorna Constitution, A rtide XIIID
(hereafter referred to as the "Article XIIID"), which was enacted by the passage of
Proposition 218 in November 1996.
In compliance with the provisions of Article XIIID, in fiscal year 1997/98, the City
conducted property owner ballot proceedings for the special benefit assessments applicable
to each of the existing Zones within the Consolidated District. At that time, the assessments
presented to property owners included the assessment range formula previously established
for the District and described in this Report. Upon tabulation of the ballots returned, it was
determined that majority protest did not exist and the City Council approved and adopted
the assessments and assessment range formula balloted and approved by the property
owners. Similar proceedings have been conducted for all new or increased assessments
including any annexations to the District.
C. General Description of the District and Services
The City annually levies and collects assessments in order to maintain and service various
improvements within the District. For fiscal year 2004/05 the District is comprised of
twenty-eight (28) separate benefit Zones, each funding specific improvements and services.
The District Zones are identified as:
• Zone # 2 Canyon Cove (222 parcels)
• Zone # 3 Vineyards (132 parcels)
• Zone # 4 Parkview Estates (172 parcels)
• Zone # 5 Cook and Country Club — Desert Mirage Sub -zone (29 parcels)
• Zone # 5 Cook and Country Club — Sandcastle Sub -zone (41 parcels)
• Zone # 5 Cook and Country Club — Primrose 2 Sub -zone (37 parcels)
• Zone # 6 Hovley Lane — Monterey Meadows Sub -zone (40 parcels)
• Zone # 6 Hovley Lane — The Glen Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — Hovley Estates Sub -zone (16 parcels)
MuniFiramial Page 2
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
• 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 I Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — La Paloma II Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — La Paloma III Sub -zone (15 parcels)
• Zone # 6 Hovley Lane — Sandpiper Court Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — Sandpiper West Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — Hovley Court West Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — Diamondback Sub -zone (20 parcels)
• Zone # 7 — Waring Court (16 parcels)
• Zone # 8 — Palm Gate (37 parcels)
• Zone # 9 — The Grove (105 parcels)
• Zone # 11 — Portola Place (23 parcels)
• Zone # 13 — Palm Desert Country Club (1,731 parcels)
• Zone # 14 — K & B at Palm Desert (163 parcels)
• Zone # 15 — Canyon Crest (67 parcels)
• Zone # 16 Shepard Lane — College View Estates (32 parcels)
• Zone # 16 Shepard Lane — Sundance (32 parcels)
The District provides for the maintenance and operation of local landscaping and lighting
improvements and associated appurtenances located within the public right-of-ways and
dedicated landscape easements. The improvements and the annual costs of those
improvements are identified and budgeted separately for each Zone, including all
expenditures, deficits, surpluses, revenues, and reserves.
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
The improvements provided and for which parcels are levied special benefit assessments
within the District can be categorized as three (3) improvement types.
1. Local street lighting (residential street lighting associated with the properties within the
Zone and specific subdivisions).
2. Local landscaping improvements including parkways, perimeters, entryways, local
medians, and internal landscaped amenities.
3. Special Zone services including tree trimming, graffiti and weed abatement and
landscape maintenance of flood control areas (retention and detention basins).
The costs associated with the improvements authorized by the provisions of the 1972 Act
are equitably spread among all benefiting parcels in proportion to the special benefit they
receive. Only parcels that receive special benefits from the improvements are assessed, and
each Zone consists of parcels that benefit from those specific improvements.
Landscape improvements maintained by the District and associated with each Zone were
either installed as a condition of development or were installed for the benefit of the
properties assessed. The landscape improvements associated with each Zone may include,
but are not limited to: open space areas, medians, parkways, slopes, retention or detention
basin areas, and public right-of-ways or easements that provide special benefits to the
parcels. These improvements may include, but are not limited to: turf, ground cover, shrubs
and trees, irrigation systems, decorative lighting, water features, entry monuments, drainage
systems, hardscapes and associated appurtenances. Similar to landscape improvements, street
lighting improvements funded through District assessments were installed for the benefit of
properties within each of the Zones and the assessments provide for the maintenance,
operation and energy costs related to those street light improvements.
MiariFinar ial Page 4
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
The following table lists the Zones and Sub -zones within the District and a summary of the
parcels for fiscal year 2004/05.
BENEFIT ZONES
Zone Number
Zone Name
Total Parcels
Assessable
Parcels
Total EBU
Zone # 2
Canyon Cove
225
222
222.00
Zone # 3
Vine}ands
147
132
133.20
Zone # 4
Parkview Estates
175
172
172.00
Zone # 5
Cook & Country dub:
Sub -Zone# 5 DM
Desert Mirage
29
29
29.00
Sub -Zone# 5 SC
Sandcastles
41
41
41.00
Sub -Zone# 5 PR
Primrose 2
37
37
37.00
Zone # 6
Hovley Lane:
Sub -Zone# 6 MM
Monterey Meadows
40
40
40.00
Sub -Zone# 6 HG
The Glen
16
16
16.00
Sub -Zone# 6 HE
Hovley Estates
17
16
16.00
Sub -Zone# 6 S1
Sonata I
16
16
16.00
Sub -Zone# 6 S2
Sonata II
94
94
94.00
Sub -Zone# 6 HC
Hovley Collection
38
38
38.00
Sub -Zone# 6 L1
La Paloma I
17
16
16.00
Sub -Zone# 6 L2
La Paloma II
19
16
16.00
Sub -Zone# 6 L3
La Paloma III
17
15
15.00
Sub -Zone# 6 SP
Sandpiper Court
19
16
16.00
Sub -Zone# 6 SW
Sandpiper West
16
16
16.00
Sub -Zone# 6 HW
Hovley Court West
16
16
16.00
Sub -Zone# 6 DB
Diamondback
22
20
20.00
Zone # 7
Waring Court
16
16
16.00
Zone # 8
Palm Gate
37
37
37.00
Zone # 9
The Grove
105
105
105.00
Zone # 11
Portola Place
23
23
23.00
Zone # 13
Palm Desert Country Club
1,768
1,730
2,314.85
Zone # 14
K & B at Palm Desert
165
163
163.00
Zone # 15
Canyon Crest
71
67
67.00
Zone # 16
Shepard Lane
Sub -Zone # 16 CV
College View Estates II
32
32
32.00
Sub -Zone # 16 SD
Sundance
32
32
32.00
Total District
3,250
3,173
3,759.05
MuniFinanaal
Page 5
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES
The boundaries of each Zone, the location of improvements and special benefit received by
the properties and property owners within each Zone are described in this section of the
Report. In any given fiscal year, City staff will determine the scope of work for each Zone as
assessment revenues allow. Any necessary reductions in the scope of work will likely include,
but are not limited to; the frequency of mowing and edging turf areas; the application of
fertili7Prs and aeration of turf; trimming and pruning of shrubs, trees and ground cover;
trash pick-up in landscaping areas; and, weed and litter control. The allocation of special
benefit and general benefit of the improvements provided within the District are
summarized in the Method of Apportionment section of this Report and are identified in the
budget for each Zone. A description of the District improvements and the level of annual
service each Zone will receive are provided in the following:
Zone # 2 (Canyon Cove):
Zone # 2 includes Tracts 11636-1, 2, 3, & 4 and Tract 23485, generally located South of
Deep Canyon Tennis Club, North of Haystack Road, West of Marrakesh Country Club, and
East of Highway 74. The streets within the Zone include Ambrosia Street, Sweetbrush Lane,
Deer Grass Drive, Lotus Court, Calliandra Street, Aber Street, and Alamo Drive.
These parcels benefit from the maintenance and operation of street lighting encompassing
all streets within the Zone, the landscaped parkway along the East side of Highway 74 and
the landscaped areas on the North side of Haystack Road, adjacent to the above mentioned
tracts and installed as part of these residential developments.
All interior local street lighting has been identified and allocated as 100% special benefit with
no general benefit allocation. The parkway landscaping along Highway 74 has been
identified as 100% special benefit to the parcels within the Zone. However, it has been
determined that the landscaped median on Haystack Road (although installed as part of the
development) not only provides a special benefit to properties within Canyon Cove, but also
provides a general benefit. The proportionate general benefit of this improvement has been
identified and eliminated from the Zone assessments. Although there is a general benefit
component, the majority of the median landscaping on Haystack Road (83%) is a flood
control channel and was required for development of the homes within Canyon Cove.
Therefore, pursuant to Article XIIID Section 5a (assessments used to fund flood control and
drainage systems) the majority of the costs for this landscaped area could be considered
exempt. However, in recognition of the general benefit this improvement area provides and
the previous assessments applied to properties within the Zone, it was determined that the
City would fund a large portion of the costs associated with this landscaped median area.
Refer to the budget section of this Report for details on the allocation of benefit and related
assessments.
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
Zone # 3 (Vineyards):
Zone # 3 consists of all parcels in Tracts 12181-1 and 12181-2 on the West side of Portola
Avenue. The streets within the Zone include Martini Court, Heitz Court, Mondavi Court,
Callaway Court, Stony Hill Court, Masson Street, Krug Avenue, Sebastian Way, and San
Pasqua] Avenue/Rutledge Way.
These parcels receive special benefits from the operation and maintenance of street lighting
improvements within the Zone boundaries and the landscaped area along the West side of
Portola Avenue, from the northern boundary to the southern boundary of the two tracts.
Both the street lighting and landscape improvements identified for this Zone were installed
as part of the residential development and the ongoing maintenance and operation of these
improvements provide special benefits to properties within the Zone. It has further been
determined that these improvements were installed and are maintained solely for the benefit
of properties within the Zone and the improvements provide no measurable benefit to
properties outside the Zone. Any benefit conveyed to other properties or to the public at
large (general benefit) is incidental. Therefore, both the interior tract street lighting and the
parkway (perimeter) landscaping costs have been identified and apportioned 100% as a
special benefit to all parcels within the Zone.
Zone # 4 (Parkview Estates):
Zone # 4 consists of the parcels in Tract 8237, South of Magnesia Falls Drive, North of Fred
Waring Drive, West of Deep Canyon Road, and East of Portola Avenue.
These parcels receive special benefits from the operation 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 street lighting improvements were installed as part of the
residential development and are considered a special benefit to the properties within the
development (i.e., Zone). The ongoing operation and maintenance of interior residential
street lighting provides no measurable general benefit to properties outside the Zone or to
the public at large. To the extent that some streetlights associated with the Zone are located
on the perimeter of the residential development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs has been identified as a general benefit.
This Zone has twenty interior streetlights and five perimeter streetlights resulting in an
allocation of the Zone costs as 90% special benefit and 10% general benefit.
Zone # 5 (Cook and Country Club):
Zone # 5 consists of three (3) separate residential subdivisions identified as Sub -zones. These
three Sub -zones are known and identified the Desert Mirage (Tract 25639), Sandcastles
(Tract 21338-1), and Primrose 2 (Tract 25436). Each of these Sub -zones has specific local
improvements maintained by the District that were installed as part of these residential
developments.
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Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
These three subdivisions were originally part of a larger Zone known as Cook and Country
Club and were proportionately assessed for median landscaping in the area as well as their
local (tract specific) improvements. In fiscal year 1997/98 it was determined that the median
landscaping in the Cook and Country Club area was largely a general benefit and this portion
of the assessment was eliminated. However, it was determined that the parcels within these
three (3) Sub -zones receive special benefit from tract specific improvements maintained by
the District, and each parcel within the respective Sub -zones should continue to be assessed
proportionately for the cost of services associated with those local improvements.
Upon review of the specific street lighting improvements associated with each of these Sub -
zones, all street lighting facilities have been identified as interior tract streetlights. These
streetlights provide little or no direct illumination to parcels outside the Sub -zones and
therefore the cost of maintaining these improvements are allocated as 100% special benefit
with no general benefit.
Upon review, it has been determined that fifteen percent (15%) of the improvements within
the Desert Mirage Sub -Zone are of a general benefit to those properties outside of the Sub -
zone. Therefore, this percentage of the costs of maintaining the Sub -zone has been removed
from the assessment and must be funded from other sources.
The property owners in Sub -zone known as Desert Mirage were balloted in fiscal year
2004/05 for an increase in their maximum assessment rates. The proposed levy increase
would fund new maintenance costs required after the City of Palm Desert renovated the
improvements with water efficient landscaping and irrigation systems. Majority protest did
not exist, therefore the City will move forward with the plans to renovate the improvements
in the Desert Mirage Sub -zone. Refer to the budget for Zone 5 in Section IV of this Report
for specifics regarding the proposed assessment for the current fiscal year and the maximum
assessment.
Zone # 6 (Hovley Lane):
Parcels within this Zone are located generally East of Monterey Avenue and West of Portola
Avenue and includes parcels and tracts along Hovley Lane West. Zone 6 includes the
following subdivisions and Sub -zones:
• Monterey Meadows (Tracts 21791
and 22741)
• The Glen (Tract 25217)
• Hovley Estates (Tract 24591)
• Sonata 1 (Tract 23982)
• Sonata II (Tracts 24254 -1, 2, 3)
• Hovley Collection (Tract 24603)
• La Paloma 1 (Tract 24773-1)
• La Paloma 2 (Tract 24773)
• La Paloma 3 (Tract 29045)
• Sandpiper Court (Tract 27370)
• Hovley Court West (Tract 29585)
• Sandpiper West (Tract 29579)
• Diamondback Road (Tract 29893)
Mw iFinandal
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Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
The parcels within each of the thirteen (13) Sub -zones of Zone 6 (Hovley Lane) receive
benefit from various improvements that were installed as part of the separate residential
developments and are specific to each tract and subdivision. The assessment for each Sub -
zone funds and provides for the parkway landscaping 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 improvements within Zone 6 include street lighting on
Cover Lane, Meadow Lane, Hovley Lane West, Centennial Circle, Posada Court, Via
Fonda, Sonata Court, Avenida Arcadia, Avenida Solana, Sandpiper Court, Avenida Rosario,
Sandpiper Court West Hovley Court, and Diamondback Road; landscaped parkways along
Hovley Lane West, Monterey Avenue, Portola Avenue and landscaped retention basins
located within Hovley Estates, Hovley Collections, La Paloma 1, La Paloma 2, Sandpiper
Court, and Sandpiper Court West.
Upon review of the specific street lighting improvements associated with each of these Sub -
zones, all street lighting facilities have been identified as tract specific streetlights. To the
extent that some streetlights associated with the individual Sub -zones are located on the
perimeter of the development and provide direct illumination to parcels outside the
subdivision, a portion of the maintenance costs (15%) have been identified as a general
benefit component. Therefore, the cost of maintaining the street light improvements is
allocated as 85% special benefit to properties within each Sub -zone.
Similarly, it has been determined that a portion of the parkway landscape improvements
associated with the Glen and Hovley West Sub -zones provide a general benefit to properties
outside of these Sub -zones. Therefore, fifteen (15%) of the costs of maintaining these
landscaped areas has been removed from the assessments and will be funded from other
sources. The landscape improvements associated with each of the remaining Sub -zones
provide no measurable general benefit to properties outside the Zone or to the public at
large, and therefore, their specific local landscaping improvements and the corresponding
assessments have been identified entirely as a special benefit to parcels within the Sub -zones.
The property owners in the nine (9) Sub -zones known as The Glen, Hovley Estates, Sonata
I, Sonata II, La Paloma I, Sandpiper Court, Sandpiper West, Hovley West and Hovley
Collection, were balloted in fiscal year 2004/05 for an increase in their maximum assessment
rates. In conjunction with the assessment increase, the City proposed to renovate the
existing improvements with more water efficient landscaping and modifications to the
irrigation system.
For seven (7) of the nine (9) Sub -zones balloted, majority protest did not exist and the City
will move forward with the plans to renovate the improvements in those Sub -zones.
However, majority protest existed in Hovley West and Hovley Collection, and the proposed
assessment increase for these two Sub -zones will not be imposed. Without the additional
maintenance funding, the City will not be able to renovate the improvements for these two
Sub -zones, but will continue to maintain the existing improvements at a level of service
compensatory with the available assessment revenues at the existing assessment rates. Refer
to the budgets for Zone 6 in Section IV of this Report for specifics regarding the proposed
assessment for the current fiscal year and the maximum assessment.
MuniFi ancial Page 9
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
Zone # 7 (Waring Court):
Zone 7 consists of Tract 25304, North of Fred Waring Drive and East of Phyllis Jackson
Lane.
These parcels receive special benefit from the ongoing 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 development and it has been determined that the
operation and maintenance of the landscape improvements provide no measurable general
benefit to other properties outside the Zone or to the public at large. Therefore, the local
landscaping improvements associated with this Zone and the cost of providing these
improvements have been identified as 100% special benefit to parcels within Zone 7.
Zone # 8 (Palm Gate):
Zone 8 consists of the 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 maintenance and operation of local street lighting at
the entrances to the development at the comers of Deep Canyon Road and Coral Bells
Circle, Daylily Circle, and Moss Rose Drive. These parcels also receive special benefit from
the maintenance of the landscaped parkways adjacent to the development on Deep Canyon
Road.
Both the street lighting and landscape improvements identified for this Zone were installed
as part of the residential development and the ongoing maintenance and operation of these
improvements provide special benefit to properties within the Zone. It has been determined
that these improvements were installed and are maintained solely for the benefit of
properties within the Zone and provide no measurable benefit to properties outside the
Zone or to the public at large. Therefore, both the interior tract street lighting and the
parkway (perimeter) landscaping costs have been identified and apportioned 100% as a
special benefit to the parcels within the Zone.
In conjunction with a proposed renovation and upgrade of the existing landscape
improvements the property owners in Zone 8 were balloted in fiscal year 2004/05 for an
increase in their maximum assessment rates. Majority protest existed and the maximum
assessment rate will not be increased over the amount previously approved for the Zone.
Since the assessment increase was not approved the City will not move forward with the
proposed renovations, but will continue to maintain the existing improvements at a level of
service compensatory with the available assessment revenues. Refer to the budget for Zone
8 in Section IV of this Report for specifics regarding the proposed assessment for the
current fiscal year and the maximum assessment.
MuniFinaneial Page 10
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
Zone # 9 (The Grove):
Zone 9 consists of the parcels in Tract 24984 South of Goleta Avenue and West of Deep
Canyon Road.
These parcels receive special benefits from the improvements and maintenance of street
lighting at the entrance to the development at the corner of Deep Canyon Road and Royal
Canyon Lane as well as interior street lighting on Kings Canyon Lane, Indian Canyon Lane,
Hazel Canyon Lane, and Royal Canyon Lane. These parcels also receive special benefits
from the improvements and maintenance of parkway landscaping adjacent to the tract on
Deep Canyon Road, and interior landscaping, including an entryway median, parkway
landscaping and palm tree trimming within the public right-of-ways on Royal Canyon Lane
that were installed as part of the residential tract development.
Both the street lighting and landscape improvements identified for this Zone were installed
as part of the residential tract development and the ongoing maintenance and operation of
these improvements provide special benefit to properties within the Zone. It has further
been determined that these improvements were installed and are maintained solely for the
benefit of properties within the Zone and the improvements provide no measurable benefit
to properties outside the Zone or to the public at large. Therefore, both the tract street
lighting and the landscaping costs (parkways and interior landscaping) have been identified
and apportioned 100% as a special benefit to the parcels within the Zone.
As part of the overall landscaping costs for this Zone, specialized maintenance (palm tree
trimming) is budgeted separately as this service is not covered under the regular maintenance
contract the City has with their landscape contractor. However, like other landscape
maintenance within the Zone this service benefits only the properties within the Zone and
has been identified 100% special benefit.
Zone # 11 (Portola Place):
Zone 11 is generally located South of Santa Rosa Way and East of Portola Avenue and
consists of all parcels in Tract 27692.
These parcels receive special benefits from the servicing and maintenance of the landscaped
parkways adjacent to the tract on Portola Avenue and Santa Rosa Way, and interior tract
landscaping on Olive Court installed as part of the residential 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 subdivision tract 27692. In a
letter to the City dated April 4, 1994, the developer (sole owner of the property at that time)
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 Article XIIID and supports a position that the assessments
imposed prior to July 1, 1997 were exempt from the requirements of Article XIID.
Mun Financial Page 11
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
Although the assessments for these improvements were identified as exempt in fiscal year
1997/98 and not subject to the procedural requirements of a protest balloting procedure, the
improvements and the related assessments for this Zone were identified as 100% special
benefit. It has been determined that the ongoing operation and maintenance of the
improvements provide no measurable general benefit to other properties outside the Zone
or to the public at large. Therefore, these improvements, the corresponding assessments and
the annual inflationary adjustment previously approved by landowner petition are in
compliance with the substantive requirements of the proposition. However, any future
increases to the assessments will require property owner ballot proceedings.
Zone # 13 (Palm Desert Country Club):
Zone 13 is located generally South of Howley Lane East, North of Fred Waring Drive, West
of Warner Trail, and West of Washington and is commonly referred to as the Palm Desert
Country Club area.
The parcels within this Zone receive special benefits from the servicing and maintenance of
entryway landscaping on State Street and Washington Avenue, parkway landscaping along
Fred Waring Drive and local residential street lighting within the Zone.
Parcels within Zone 13 were annexed into the City in fiscal year 1994/95. Prior to City
annexation the local improvements within this Zone were assessed and collected by the
County through a County Service Area (CSA). When the properties were annexed to the
City, the City established this territory as Zone 13 within the District and the CSA fund
balance was transferred to the Zone 13 account. For the first two years, the City used the
fund balance to fully cover the annual cost of providing the improvements. In fiscal year
1996/97 the remaining fund balance was designated as reserves and the District levied its
first annual assessment for the Zone. Because the reserve fund balance was greater than the
amount typically held in reserves, the City Council determined that a portion of the reserves
would be used each year to offset the annual expenditures thereby allowing the annual
assessments to remain fairly constant and also gradually reduce the reserve fund to normal
levels. In fiscal year 1997/98, in compliance with Article XIIID, a property owner ballot
proceeding was conducted to approve the existing annual assessment. At that time, the
property owners approved the proposed assessment amount plus an annual inflation
adjustment. The assessment amount approved by the property owners was based on the
continued policy of utilizing reserve fund contributions to offset the actual expenses for the
Zone.
In fiscal year 1999/00, property owners within Zone 13 were re -balloted for an increased
assessment to cover the maintenance costs associated with the new landscaping
improvements to be installed on Fred Waring Drive. Property owners were balloted for an
amount sufficient to cover the actual Zone expenses, although a portion of the existing
reserves continued to be used to reduce the annual assessments. Refer to the budget for
Zone 13 in Section IV of this Report for specifics regarding the proposed assessment for the
current fiscal year and the maximum assessment.
M,o iFinlan ial Page 12
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
The street lighting and landscape improvements assessed within this Zone clearly provide
special benefits to properties within the Zone. It has been determined that the
improvements were installed and are maintained solely for the benefit of properties within
the Zone and the improvements provide no measurable benefit to properties outside the
Zone or to the public at large. Therefore, both the street lighting and the landscaping costs
(parkways and interior landscaping) have been identified and apportioned 100% as a special
benefit to parcels within the Zone.
Zone # 14 (K & B at Palm Desert):
Zone 14 is located generally North of Frank Sinatra Drive, West of Portola Avenue, East of
Monterey Avenue and South of Gerald Ford Drive. The Zone includes the parcels in Tracts
28258 and 28258-1.
The 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 associated with the retention basin area
located on Heatherwood Drive and dry well areas within the subdivisions installed by the
developer as part of the residential development.
In conjunction with a proposed renovation and upgrade of the existing landscape
improvements, the property owners in Zone 14 were balloted in fiscal year 2004/05 for an
increase in their maximum assessment rates. Majority protest did not exist, and based on the
approval of the new assessment rate, the City will move forward with the plans to renovate
the improvements with more water efficient landscaping and modifications to the irrigation
system. Refer to the budget for Zone 14 in Section IV of this Report for specifics regarding
the proposed assessment for the current fiscal year and the maximum assessment.
Zone # 15 (Canyon Crest):
Zone 15 consists of Tract 25102-1 and 25102 generally located east of Deep Canyon Road,
south of the Whitewater River Channel, north of Moss Rose Drive, and west of the Palm
Desert High School. This Zone was established and annexed to the District on March 11,
1999 pursuant to the Act and a property owner ballot proceeding.
These parcels receive special benefit from the operation and maintenance of landscaped
parkways along the east side of Deep Canyon Road from Magnesia Falls (Whitewater River
Channel), south to the end of the development (approximately 100 feet north of
Buttonwood Drive); perimeter landscaping along the Whitewater River Channel (the
northern boundary of the development and District) from Deep Canyon Road eastward to
the western boundary of the development (approximately 675 linear feet of the total 1275
feet is landscaped).
The improvements for this Zone were installed as part of the residential developments. It
has been determined that the ongoing operation and maintenance of the landscape
improvements provide no measurable general benefit to other properties outside the Zone
or to the public at large. Therefore, the local landscaping improvements associated with this
MuniFinanc al Page 13
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
Zone and the associated annual costs have been identified as 100% special benefit to parcels
within Zone 15. Refer to the budget for Zone 15 in Section IV of this Report for specifics
regarding the proposed assessment for the current fiscal year and the maximum assessment.
Zone # 16 (Shepard Lane):
Sub -Zone College View Estates II:
The Sub -zone consists of the lots, parcels and properties within the residential subdivision
known as College View Estates II within the development area known as Shepherd Lane
located along Shepherd Lane, west of Portola Avenue, south of the Gerald Ford Drive,
north of Frank Sinatra Dive, and generally west of the Monterey Avenue.
The properties within College View Estates II receive special benefit from the maintenance
and operation of:
• Parkway/perimeter landscaping on both sides of Shepherd Lane and the west
side of Portola Avenue adjacent to the residential subdivision, installed as part of
the development of properties therein;
• Street lights within and adjacent to the residential subdivision.
The improvements for this Sub -zone were installed as part of the residential development. It
has been determined that the ongoing operation and maintenance of the landscape and
lighting improvements provide no measurable general benefit to other properties outside the
Sub -zone or to the public at large. Therefore, the local landscaping and lighting
improvements associated with this Sub -zone and the associated annual costs have been
identified as 100% special benefit to parcels within Sub -zone. Refer to the budget for Zone
16 in Section IV of this Report for specifics regarding the proposed assessment for the
current fiscal year and the maximum assessment.
Sub -Zone Sundance:
The Sub -zone consists of the lots and parcels within the residential subdivision known as
Sundance (Tract 30216) located on the west side of Shepherd Lane at Chinook Circle and
Kokopelli Circle. This tract is generally located west of Portola Avenue, south of the Gerald
Ford Drive, north of Frank Sinatra Dive and generally east of the Monterey Avenue.
• Tract No. 30216 (Kokopelli Circle) — Sixteen (16) single-family residential
parcels (lots 1-16) and two landscape easements (lot F and portion of lot E)
located on the west side of Shepherd Lane at Kokopelli Circle.
• Tract No. 30216 (Chinook Circle) — Sixteen (16) single-family residential parcels
(lots 17-32) and two landscape easements (lot D and portion of lot E) located on
the west side of Shepherd Lane at Chinook Circle.
The properties within Sundance receive special benefit from the maintenance and
operation of:
MumFinathal Page 14
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
• Parkway landscaping along Shepherd Lane adjacent to the residential
subdivision. Specifically the parkway area on the west side of Shepherd Lane
which extends the length of Tract 30216;
• A portion of the costs for the perimeter/parkway landscaping on the west side of
Portola Avenue between Frank Sinatra Dive and Gerald Ford Drive associated
with the development;
• Streetlights within the residential subdivision and/or adjacent to the subdivision
on both the east and west sides of Shepherd Lane and the west side of Portola
Avenue installed as part of the residential subdivision; and,
• Any extension or expansion of the proposed landscaped areas within or adjacent
to the subdivision that may be installed as part of the development of properties
within the District and will be maintained by the District. These improvements
may include, but are not limited to open space areas, monuments or other
landscaped easements.
The improvements for this Sub -zone were installed as part of the residential development. It
has been determined that the ongoing operation and maintenance of the landscape and
lighting improvements provide no measurable general benefit to other properties outside the
Sub -zone or to the public at large. Therefore, the local landscaping and lighting
improvements associated with this Sub -zone and the associated annual costs have been
identified as 100% special benefit to parcels within Sub -zone. Refer to the budget for Zone
16 in Section IV of this Report for specifics regarding the proposed assessment for the
current fiscal year and the maximum assessment.
MuniFimmral Page 15
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
III. Method of Apportionment
A. General
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of
providing certain public improvements which include the construction, maintenance and
servicing of public lights, landscaping and appurtenant facilities. The 1972 Act further requires
that the cost of these improvements be levied according to benefit rather than assessed value:
"The net and to be assessed upon lands zdthin an assessnrrn district mg be apportion& by any
forrrada or nothc l "Lehi& fairly distributes the net amount among all assessable i s or pads in
proportion to the estirmted I cr efzts to be receized by eadr such lot or parcel fyom the in rrozemer s. "
The formula used for calculating assessments in each Zone of the District therefore reflects the
composition of the parcels, and the improvements and services provided, to fairly apportion the
costs based on estimated benefit to each parcel.
In addition, pursuant to Article XIIID Section 4 (with some exceptions) a parcel's assessment
may not exceed the reasonable cost of the proportional special benefit conferred on that parcel
and provides that only special benefits are assessable and the District must separate the general
benefits from the special benefits. Therefore, in compliance with the new assessment
requirements only assessments that are identified as either "Exempt Assessments" or "Special
Benefit Assessments" are assessed. The costs of any improvements considered to be "General
Benefit" have been eliminated from the District assessments.
B. Benefit Analysis
Each of the proposed improvements, the associated costs and assessments has been carefully
reviewed by the City and have been identified and allocated based on benefit pursuant to the
provisions of the 1972 Act and Article XIIID of the California Constitution. Each improvement
and the associated costs have been identified as either "general benefits" (not assessed) or
"special benefits". Although some existing assessments within the District qualified as exempt
assessments pursuant to Article XIIID, Section 5 of the Constitution and did not require a ballot
proceeding under the provisions of Section 4, the improvements associated with these
assessments are considered a special benefit to the assessed properties and are in compliance
with the substantive requirements of Article XIIID Section 4. All the maximum assessment rates
shown in this report are consistent with the provisions of Article XIIID and any new or
increased assessments shall be subject to the provisions of Section 4 therein.
Special Benefits
The method of apportionment (method of assessment) is based on the premise that each of the
assessed parcels within the District and Zones receives benefit from the improvements
maintained and financed by District assessments. Specifically, the assessments associated with
each Zone are for the maintenance of local street lighting and landscaped improvements
MuniFinar cal Page 16
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
installed as part of the original development of the parcels within the Zones or were later
installed for the benefit of those properties. The desirability and security of properties within
each Zone is enhanced by the presence of street lighting and well -maintained landscaping in
close proximity to those properties.
The landscape improvements provided by the District may include landscaped medians,
parkways, entryways, slopes and appurtenant facilities. Street lighting improvements may include
all energy costs and necessary maintenance to the facilities related thereto. The annual
assessments outlined in this Report are proposed to cover the estimated costs to provide
necessary service, operation, administration, and maintenance required each year to keep these
improvements in a healthy, vigorous, and satisfactory condition.
The special benefits associated with the local landscaping improvements are specifically:
• Enhanced desirability of properties through association with the improvements.
• Improved aesthetic appeal of properties within the Zones providing a positive
representation of the area.
• Enhanced adaptation of the urban environment within the natural environment from
adequate green space and landscaping.
• Environmental enhancement through improved erosion resistance, and dust and debris
control.
• Increased sense of pride in ownership of property within the District resulting from well -
maintained improvements associated with the properties.
• Reduced criminal activity and property -related crimes (especially vandalism) against
properties in the District through well -maintained surroundings and amenities including
abatement of graffiti.
• Enhanced environmental quality of the parcels within the Zones by moderating
temperatures, providing oxygenation and attenuating noise.
The special benefits of street lighting are the convenience, safety, and security of property,
improvements, and goods. Specifically:
• Enhanced deterrence of crime and the aid to police protection.
• Increased nighttime safety on roads and highways.
• Improved ability of pedestrians and motorists to see.
• Improved ingress and egress to property.
• Reduced vandalism and other criminal acts and damage to improvements or property.
• Improved traffic circulation and reduced nighttime accidents and personal property loss.
• Increased promotion of business during nighttime hours in the case of commercial
properties.
MuniFirarxral Page 17
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
All of the preceding special benefits contribute to a specific enhancement and desirability of
each of the assessed parcels.
General Benefits
Prior to the passage of Proposition 218, some of the District assessments included maintenance
of landscaped medians on various arterial streets within the City. However, since the
maintenance of most arterial medians within the City were funded by the City's General Fund, it
was determined that the existing assessments for these improvements were not a special benefit
and in Fiscal year 1997/98 the District assessments related to arterial medians were eliminated.
In addition, any improvement and the associated costs that are considered a general benefit to
properties outside the respective Zones or to the public at large have been identified and
eliminated from the annual assessments. In making this determination it should be noted that all
parkway, perimeter landscaping and interior landscaping within the City is either funded and
maintained by individual property owners or through some type of association, except those
maintained and funded through a special District. The City does not usually maintain these types
of improvements from General Fund Revenues and like other similar improvements within the
City, the ongoing maintenance of these improvements are a special benefit to the properties
associated with the improvements.
C. Assessment Methodology
Pursuant to the 1972 Act, the costs of the District may be apportioned by any formula or
method that fairly distributes the net amount to be assessed, among all assessable parcels in
proportion to the estimated benefits to be received by each such parcel from the improvements.
The apportionment of costs used for each Zone should reflect the composition of the parcels,
and the improvements and services provided based on each parcel's estimated special benefit.
Equivalent Benefit Units: To assess benefits equitably, it is necessary to relate the different
type of parcel improvements to each other. The Equivalent Benefit Unit method of assessment
apportionment uses the single-family home as the basic unit of assessment. A single family home
equals one Equivalent Benefit Unit (EBU). Every other land use is converted to EBUs based on
an assessment formula that equates the property's specific development status, type of
development (land use), and size of the property, as compared to a single-family home (SFR).
The EBU method of apportioning benefit is typically seen as the most appropriate and equitable
assessment methodology for districts formed under the 1972 Act, as the benefit to each parcel
from the improvements are apportioned as a function of land use type, size and development.
Assessed parcels within Zones 2, 3, 4, 5, 6, 7, 8, 9, 11, 14, 15 and 16 are single-family residential
parcels and the application of the EBU method of spread results in an equal assessment.
The following table reflects the various property types and applicable EBUs that may be applied
to properties within Zone 13.
MttniFinancial Page 18
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
LAND USE /EQUIVALENT BENEFIT UNITS (Zone 13)
Property Type
Land
Use
Code
EBU
Type
Factor
Multiplier to
Calculate EBU
Commercial
COM
VAC
6.00
0.30
Acreage
Residential and Commercial Vacant
Acreage
Single Family Residential
SFR
CON
1.00
0.80
Units
Units
Lot
Parcels
Condominiums
Single Family Vacant Lot
SFV
1.00
0.00
Exempt
NON
Exempt parcels include easements and landscaped areas or common areas.
The benefit formula applied to parcels in each Zone is based on the preceding Equivalent
Benefit Unit (EBU) tables. Each parcel's EBU correlates the parcel's special benefit received as
compared to all other parcels in the Zone.
Parcel Type EBUx Acres or Units = Parcel EBU
Total Balance to Levy in Zone / Total EBU inZone =Levy per EBU
Levy per EB Ux Parcel EBU = Parcel Levy Amount
D. Assessment Range Formula
Any new or increase in assessments, require certain noticing and meeting requirements by law.
The Brown Act defines the terms "new or increased assessment" to exclude certain conditions.
These certain conditions included "any assessment that does not exceed an assessment formula
or range of assessments previously adopted by the agency or approved by the voters in the area
where the assessment is imposed." This definition was later confirmed by Senate Bill 919 (the
Proposition 218 implementing legislation).
An assessment range formula for the District assessments has been confirmed through property
owner ballot proceedings in compliance with Article XIIID, except those existing assessments
within the District which qualified as exempt assessments pursuant to Article XIIID, Section 5
of the Constitution and did not require a ballot proceeding under the provisions of Section 4.
The assessment range formula shall be applied to all future assessments within the District. The
following describes this assessment range formula:
Wherein, if the proposed assessment (levy per unit or rate) is less than or equal to, the
prior year's maximum assessment plus the adjustments described in the following, then
the proposed assessment is not considered an increased assessment. The purpose of
establishing an assessment range formula is to provide for reasonable increases and
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
inflationary adjustment to the assessment amounts without requiring costly noticing and
mailing procedures, which would be added to the District costs and assessments.
If the proposed assessment is less than the maximum assessment approved in the
previous fiscal year adjusted by a percentage no greater than three percent (3.0%), or the
annual percentage increase of the Consumer Price Index (CPI), whichever is the lesser of
the two, the assessment shall not be considered as an increase.
Each year the City shall compute the percentage difference between the CPI on January
1, of each year and the CPI for the previous January 1, or a similar time period, as
determined by the Bureau of Labor Statistics for all urban consumers for the Los
Angeles, Anaheim, and Riverside Area. This percentage difference shall then establish
the range of increased assessments allowed based on CPI. Should the Bureau of Labor
Statistics revise such index or discontinue the preparation of such index, the City shall
use the revised index or comparable system as approved by the City Council for
determining fluctuations in the cost of living.
If CPI is less than three percent (3.0%), then the allowable adjustment to the maximum
assessment for each Zone may be by CPI, or a lesser percentage. If GPI is greater than
three percent (3.0%), then the allowable adjustment to the proposed assessment for each
Zone may be three percent (3.0%), or a lesser percentage. The fact that an assessment
range formula is adopted for District assessments does not require that the adjustment
be applied each year, nor does it restrict the assessments to the adjustment amount. If
the budget and assessments for a given Zone does not require an increase or the increase
is less than the allowable adjustment then the required budget and assessment shall be
applied. If the budget and assessments for a given Zone require an increase greater than
the allowable adjustment then the proposed assessment is considered an increased
assessment and mailed notices, as well as property owner protest ballots are required by
Article XIIID to impose the assessment increase.
For fiscal year 2004/05, the Bureau of Labor Statistics has established CPI at 1.78% for the
January 2003 to January 2004 period. Therefore, the previous maximum assessment for each
Zone within the District has been adjusted by 1.78% to establish the current maximum
assessment allowed.
Mrn iFimrrial Page 20
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
IV. 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.
DIRECT COSTS:
Maintenance Costs — Includes contracted labor, material and equipment required to
properly maintain the landscaping, irrigation systems, drainage systems, fencing, and entry
monuments within the Zone.
Landscape Utilities— Includes utility costs for water required to irrigate landscaped areas
and the utility costs for electricity required to run irrigation systems and ornamental lighting
for landscaped areas.
Landscape Extras — Includes the replacement of any materials and equipment needed to
make repairs to irrigation systems.
Tree Pruning — Includes the cost of trimming and pruning trees located within the
landscaped area.
Street Lighting — Utility costs for electricity required to operate streetlights, as well as the
maintenance of the streetlights.
Special District Services — These are services provided to a specific Zone that are outside
the normal maintenance services provided by the District. These costs and services may
include, but are not limited to the following:
• Speciali7Pd maintenance and equipment necessary for landscaped areas and appurtenant
facilities associated with dry wells, retention basins and detention basins within the Zone.
• The additional cost of contracted labor, material and equipment required for trimming
trees in the public right of way and landscaped areas.
Maintenance Repairs — This item includes repairs that are generally unforeseen and not
normally included in the yearly maintenance contract costs. This may include repair of
damaged amenities due to vandalism, storms, frost, etc. Also included may be planned
upgrades that provide a direct benefit to the Zone. These upgrades could include replacing
plant materials and/or renovation of irrigation or lighting systems.
ADMINISTRATION COSTS:
MuniFinarxia1 Page 21
Consolidated Palm Desert, Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
District Administration — The cost to particular departments and staff of the City, for
providing the coordination of District services and operations, response to public concerns
and education, as well as procedures associated with the levy and collection of assessments.
This item also includes the costs of contracting with professionals to provide administrative,
legal or engineering services specific to the District including required notices, mailings or
property owner protest ballot proceedings.
County Administration Fee — This is the cost to the Zone for the County to collect
District assessments on the property tax bills.
County Per Parcel Fee — This is the cost to each Zone for the County to collect
assessments on the property tax bills. This charge is on a per assessment basis and is
currently estimated at $0.16 per assessment. This cost is in addition to the County
Administration Fee.
Note: - The administrative costs gf the District are borne by each Zone in proportion to the aggregate costs
cf the entire District Costs related to direct administration are identified as exempt, e eral and special
benefits in the sanz' proportion as the benefrt finding for the Dirrrt Semite costs. A cats related to the lery gr
assessnrnts such as county fens and contract administration are applied to each Zone itgardless gf any benefit
findings (no general �).
LEVY BREAKDOWN:
Reserve Collection/(Transfer)— The Reserve Account item is provided for collection by
the District of funds to operate the Zone from the time period of July 1 (beginning of the
Fiscal year) through approximately January when the County provides the City with the first
installment of assessments collected from the property tax bills. Negative amounts shown
for these budget items are transfers from the reserve fund that are used to reduce the
Balance to Levy. The Reserve Fund eliminates the need for the City to transfer funds from
non -District accounts.
Other Rezxnues /General Fund Contribution — This item includes additional funds
designated for the Zone that are not from District assessments. These funds are added to the
Zone account to reduce assessments, and may be from either non -District or District
sources including City General Fund Contributions and interest earnings.
Balance to Levy — This is the total amount to be collected for the current fiscal year
through assessments (for special benefits) or from other revenue sources (for general
benefits). The Balance to Levy represents the sum of Total Direct and Administration Costs,
the Reserve Account/Other Revenue Source, the Beginning Balance, and the Contribution
Replenishment. Only those costs related to the improvements identified as special benefits
are levied and collected on the tax roll.
DISTRICT STATISTICS:
Total Parcels — The total number of parcels within the Zone boundary.
MunFinanrial Page 22
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
Total Parcels Levied — The total number of parcels within the Zone that are assessed.
Non -assessable lots or parcels may include parcels of land principally encumbered by public
right-of-ways, easements, common areas, and/or parcels within the boundaries of the Zone
that currently do not benefit from the improvements due possibly to development
restrictions.
Total Equivalent Benefit Unit (EBU) — Equivalent Benefit Unit (EBU) is a numeric
value calculated for each parcel based on the parcel's land use and size. The EBU shown in
the Zone budget, (Section III B), represents the sum total of all parcel EBUs that receive
special benefits from the improvements.
Levy per EBU — This amount represents the rate being applied to each parcel's individual
EBU. The Levy per Equivalent Benefit Unit is the result of dividing the total Balance to
Levy, by the sum of the Zone EBUs, for the fiscal year.
MtrriFinandal Paw 23
B. District Budgets
TABLE IV ZONE 2 CANYON COVE
ZONE 02 CANYON COVE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $26,585 $2,017 $24,567
Landscape Utilities 33,587 2,549 31,038
Landscape Extras (Repairs/Materials/Equipment) 1,852 141 1,712
Tree Pruning 8,829 670 8,159
Street Lighting 229 0 229
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 71,083 5,382 65,701
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 71,083 5,382 65,701
ADMINISTRATION COSTS
District Administration 6,768 515 6,254
County Administration Fee 25 0 25
County Per Parcel Fee 36 0 36
Administration Costs (Subtotal) 6,829 515 6,315
LEVY BREAKDOWN
Total Direct and Admin. Costs 77,912 5,897 72,016
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution (58,784) (5,897) (52,888)
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 19,128 0 19,128
DISTRICT STATISTICS
Total Parcels 225
Total Parcels Levied 222
Total Equivalent Benefit Units 222.00
Levy per EBU $86.16
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 0
Anticipated Reserve Balance 0
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 84.7095
Maximum Assessment Rate FY 2004/05 $86.2173
CPI Applied: 1.78%
Mu iFi roxial
Page 24
TABLE IV ZONE 3 VINEYARDS
ZONE 03 VINEYARDS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,996 $0 $3,996
Landscape Utilities 1,835 0 1,835
Landscape Extras (Repairs/Materials/Equipment) 936 0 936
Tree Pruning 153 0 153
Street Lighting 765 0 765
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 7,683 0 7,683
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 7,683 0 7,683
ADMINISTRATION COSTS
District Administration 1,527 0 1,527
County Administration Fee 25 0 25
County Per Parcel Fee 22 0 22
Administration Costs (Subtotal) 1,573 0 1,573
LEVY BREAKDOWN
Total Direct and Admin. Costs 9,256 0 9,256
Reserve Collection/(Transfers) 232 0 232
Other Revenues/General Fund Contribution (1,228) 0 (1,228)
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 8,260 0 8,260
DISTRICT STATISTICS
Total Parcels 147
Total Parcels Levied 132
Total Equivalent Benefit Units 133.20
Levy per EBU $62.01
RESERVE INFORMATION
Beginning Reserve Balance 1,929
Reserve Account Activity 232
Anticipated Reserve Balance 2,161
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
C'I Applied: 1.78%
60.9348
$62.0194
MuniFirarxial
Page 25
TABLE IV ZONE 4 PARKVIE W ESTATES
ZONE 04 PARKVIE W E STATE S
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $0 $0 $0
Landscape Utilities 0 0 0
Landscape Extras (Repairs/Materials/Equipment) 0 0 0
Tree Pruning 0 0 0
Street Lighting 2,600 260 2,340
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 2,600 260 2,340
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 2,600 260 2,340
ADMINISTRATION COSTS
District Administration 1,376 137 1,239
County Administration Fee 25 0 25
County Per Parcel Fee 28 0 28
Administration Costs (Subtotal) 1,429 137 1,292
LEVY BREAKDOWN
Total Direct and Admin. Costs 4,029 397 3,632
Reserve Collection/(Transfers) 77 0 77
Other Revenues/General Fund Contribution (397) (397) 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 3,709 0 3,709
DISTRICT STATISTICS
Total Parcels 175
Total Parcels Levied 172
Total Equivalent Benefit Units 172.00
Levy per EBU $21.56
RESERVE INFORMATION
Beginning Reserve Balance 1,672
Reserve Account Activity 77
Anticipated Reserve Balance 1,749
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 21.1886
Maximum Assessment Rate FY 2004/05 $21.5657
C'I Applied: 1.78%
MuniFinanda1
Page 26
TABLE IV ZONE 5 DESERT MIRAGE
ZONE 05 DESERT MIRAGE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $5,520 $828 $4,692
Landscape Utilities 2,300 345 1,955
Landscape Extras (Repairs/Materials/Equipment) 550 83 468
Tree Pruning 1,302 195 1,107
Street Lighting 450 68 383
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 10,122 1,519 8,604
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 10,122 1,519 8,604
ADMINISTRATION COSTS
District Administration 1,352 203 1,149
County Administration Fee 10 2 9
County Per Parcel Fee 6 1 5
Administration Costs (Subtotal) 1,368 206 1,163
LEVY BREAKDOWN
Total Direct and Admin. Costs 11,490 1,724 9,766
Reserve Collection/(Transfers) 1,149 172 977
Other Revenues/General Fund Contribution (1,896) (1,896) 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 10,743 0 10,743
DISTRICT STATISTICS
Total Parcels 29
Total Parcels Levied 29
Total Equivalent Benefit Units 29.00
Levy per EBU $370.44
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 977
Anticipated Reserve Balance 977
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 71.3346
Maximum Assessment Rate FY 2004/05 $370.4400
MuniFinanxial
Page 27
TABLE IV ZONE 5 SANDCASTLES
ZONE 05 SANDCASTLES
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $0 $0 $0
Landscape Utilities 0 0 0
Landscape Extras (Repairs/Materials/Equipment) 0 0 0
Tree Pruning 0 0 0
Street Lighting 1,300 0 1,300
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 1,300 0 1,300
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 1,300 0 1,300
ADMINISTRATION COSTS
District Administration 747 0 720
County Administration Fee 25 0 10
County Per Parcel Fee 7 0 8
Administration Costs (Subtotal) 778 0 738
LEVY BREAKDOWN
Total Direct and Admin. Costs 2,079 0 2,079
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 2,079 0 2,079
DISTRICT STATISTICS
Total Parcels 41
Total Parcels Levied 41
Total Equivalent Benefit Units 41.00
Levy per EBU $50.69
RESERVE INFORMATION
Beginning Reserve Balance 104
Reserve Account Activity 0
Anticipated Reserve Balance 104
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 49.8108
Maximum Assessment Rate FY 2004/05 $50.6974
CPI Applied: 1.78%
MumF&un ial
Page 28
TABLE IV ZONE 5 PRIMROSE 2
ZONE 05 PRIMROSE 2
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,105 $0 $2,105
Landscape Utilities 740 0 740
Landscape Extras (Repairs/Materials/Equipment) 375 0 375
Tree Pruning 450 0 450
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 3,820 0 3,820
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 3,820 0 3,820
ADMINISTRATION COSTS
District Administration 1,035 0 1,035
County Administration Fee 25 0 25
County Per Parcel Fee 6 0 6
Administration Costs (Subtotal) 1,066 0 1,066
LEVY BREAKDOWN
Total Direct and Admin. Costs 4,886 0 4,886
Reserve Collection/(Transfers) 1,425 0 1,425
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 6,311 0 6,311
DISTRICT STATISTICS
Total Parcels 37
Total Parcels Levied 37
Total Equivalent Benefit Units 37.00
Levy per EBU $170.56
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 168
Anticipated Reserve Balance 168
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
C'I Applied: 1.78%
167.5810
$170.5639
MuniFinanaal
Page 29
TABLE IV ZONE 6 HOVLEY LANE MONTEREY MEADOWS
ZONE 06 MONTEREY MEADOWS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $796 $0 $796
Landscape Utilities 316 0 316
Landscape Extras (Repairs/Materials/Equipment) 350 0 350
Tree Pruning 430 0 430
Street Lighting 400 0 400
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 2,292 0 2,292
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 2,292 0 2,292
ADMINISTRATION COSTS
District Administration 818 0 818
County Administration Fee 25 0 25
County Per Parcel Fee 6 0 6
Administration Costs (Subtotal) 849 0 849
LEVY BREAKDOWN
Total Direct and Admin. Costs 3,141 0 3,141
Reserve Collection/(Transfers) 306 0 306
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 3,448 0 3,448
DISTRICT STATISTICS
Total Parcels 40
Total Parcels Levied 40
Total Equivalent Benefit Units 40.00
Levy per EBU $86.21
RESERVE INFORMATION
Beginning Reserve Balance 464
Reserve Account Activity 306
Anticipated Reserve Balance 770
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 84.7099
Maximum Assessment Rate FY 2004/05 $86.2177
CPI Applied: 1.78%
MwiFinaneial
Page 30
TABLE IV ZONE 6 HOVLEY LANE THE GLEN
ZONE 06 THE GLEN
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $1,980 $297 $1,683
Landscape Utilities 825 124 701
Landscape Extras (Repairs/Materials/Equipment) 400 60 340
Tree Pruning 693 104 589
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 3,898 585 3,313
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 3,898 585 3,313
ADMINISTRATION COSTS
District Administration 828 124 704
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 833 124 708
LEVY BREAKDOWN
Total Direct and Admin. Costs 4,731 710 4,022
Reserve Collection/(Transfers) 473 71 402
Other Revenues/General Fund Contribution (781) (781) 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 4,424 0 4,424
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $276.48
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 402
Anticipated Reserve Balance 402
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 141.2872
Maximum Assessment Rate FY 2004/05 $276.4800
MuniFiraraal
Page 31
TABLE IV ZONE 6 HOVLEY LANE HOVLEY ESTATES
ZONE 06 HOVLEY ESTATES
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,550 $0 $2,550
Landscape Utilities 1,062 0 1,062
Landscape Extras (Repairs/Materials/Equipment) 450 0 450
Tree Pruning 575 0 575
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 4,787 0 4,787
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 4,787 0 4,787
ADMINISTRATION COSTS
District Administration 872 0 872
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 877 0 877
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,664 0 5,664
Reserve Collection/(Transfers) 566 0 566
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 6,231 0 6,231
DISTRICT STATISTICS
Total Parcels 17
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $389.42
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 881
Anticipated Reserve Balance 881
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 256.7267
Maximum Assessment Rate FY 2004/05 $389.4200
MuniFinanaal
Page 32
TABLE IV ZONE 6 HOVLEY LANE SONATA I
ZONE 06 SONATA I
Total . General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,411 $362 $2,049
Landscape Utilities 1,004 151 853
Landscape Extras (Repairs/Materials/Equipment) 450 68 383
Tree Pruning 594 89 505
Street Lighting 150 23 128
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 4,609 691 3,918
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 4,609 691 3,918
ADMINISTRATION COSTS
District Administration 882 132 750
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 887 132 754
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,496 824 4,672
Reserve Collection/(Transfers) 550 82 467
Other Revenues/General Fund Contribution (907) (907) 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 5,139 0 5,139
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $321.18
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 0
Anticipated Reserve Balance 0
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 137.1854
Maximum Assessment Rate FY 2004/05 $321.1800
MrariFinan ial
Page 33
TABLE IV ZONE 6 HOVLEY LANE SONATA II
ZONE 06 SONATA II
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $4,637 $0 $4,637
Landscape Utilities 1,932 0 1,932
Landscape Extras (Repairs/Materials/Equipment) 550 0 550
Tree Pruning 1,458 0 1,458
Street Lighting 250 0 250
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 8,827 0 8,827
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 8,827 0 8,827
ADMINISTRATION COSTS
District Administration 1,542 0 1,542
County Administration Fee 2 0 2
County Per Parcel Fee 19 0 19
Administration Costs (Subtotal) 1,563 0 1,563
LEVY BREAKDOWN
Total Direct and Admin. Costs 10,390 0 10,390
Reserve Collection/(Transfers) 1,039 0 1,039
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 11,429 0 11,429
DISTRICT STATISTICS
Total Parcels 94
Total Parcels Levied 94
Total Equivalent Benefit Units 94.00
Levy per EBU $121.56
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 1,189
Anticipated Reserve Balance 1,189
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 45.9997
Maximum Assessment Rate FY 2004/05 $121.5600
MuniFinancial
Page 34
TABLE IV ZONE 6 HOVLEY LANE HOVLEY COLLECTION
ZONE 06 HOVLE Y COLLECTION
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $700 $0 $700
Landscape Utilities 2,000 0 2,000
Landscape Extras (Repairs/Materials/Equipment) 350 0 350
Tree Pruning 0 0 0
Street Lighting 300 0 300
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 3,350 0 3,350
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 3,350 0 3,350
ADMINISTRATION COSTS
District Administration 1,342 0 1,342
County Administration Fee 2 0 2
County Per Parcel Fee 8 0 8
Administration Costs (Subtotal) 1,352 0 1,352
LEVY BREAKDOWN
Total Direct and Admin. Costs 4,702 0 4,702
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 4,702 0 4,702
DISTRICT STATISTICS
Total Parcels 38
Total Parcels Levied 38
Total Equivalent Benefit Units 38.00
Levy per EBU $123.74
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 846
Anticipated Reserve Balance 846
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 123.3310
Maximum Assessment Rate FY 2004/05 $125.5262
CPI Applied: 1.78%
MraiFirarxial
Page 35
TABLE IV ZONE 6 HOVLEY LANE LA PALOMA I
DIRECT COSTS
Maintenance Costs $2,424 $0 $2,424
Landscape Utilities 1,010 0 1,010
Landscape Extras (Repairs/Materials/Equipment) 450 0 450
Tree Pruning 450 0 450
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 4,484 0 4,484
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 4,484 0 4,484
ADMINISTRATION COSTS
District Administration 872 0 872
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 877 0 877
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,361 0 5,361
Reserve Collection/(Transfers) 536 0 536
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 5,897 0 5,897
DISTRICT STATISTICS
Total Parcels 17
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $368.58
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 536
Anticipated Reserve Balance 536
ZONE 06 LA PALOMA I
Total General Special
Budget Benefit Benefit
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
198.1432
$368.5800
Mm Finandal
Page 36
TABLE IV ZONE 6 HOVLEY LANE LA PALOMA II
ZONE 06 LA PALOMA II
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,610 $0 $2,610
Landscape Utilities 983 0 983
Landscape Extras (Repairs/Materials/Equipment) 450 0 450
Tree Pruning 405 0 405
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 4,598 0 4,598
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 4,598 0 4,598
ADMINISTRATION COSTS
District Administration 906 0 906
County Administration Fee 25 0 25
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 934 0 934
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,532 0 5,532
Reserve Collection/(Transfers) 538 0 538
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 6,070 0 6,070
DISTRICT STATISTICS
Total Parcels 19
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $379.42
RESERVE INFORMATION
Beginning Reserve Balance 357
Reserve Account Activity 538
Anticipated Reserve Balance 895
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
CPI Applied: 1.78%
372.7904
$379.4260
MuniFinandal
Page 37
TABLE IV ZONE 6 LA PALOMA III
ZONE 06 LA PALOMA III
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $1,452 $0 $1,452
Landscape Utilities 690 0 690
Landscape Extras (Repairs/Materials/Equipment) 350 0 350
Tree Pruning 350 0 350
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 2,992 0 2,992
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 2,992 0 2,992
ADMINISTRATION COSTS
District Administration 760 0 760
County Administration Fee 25 0 25
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 787 0 787
LEVY BREAKDOWN
Total Direct and Admin. Costs 3,779 0 3,779
Reserve Collection/(Transfers) 370 0 370
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 4,149 0 4,149
DISTRICT STATISTICS
Total Parcels 17
Total Parcels Levied 15
Total Equivalent Benefit Units 15.00
Levy per EBU $276.61
RESERVE INFORMATION
Beginning Reserve Balance 266
Reserve Account Activity 370
Anticipated Reserve Balance 636
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 271.7759
Maximum Assessment Rate FY 2004/05 $276.6135
C'I Applied: 1.78%
Mu iFinan ial
Page 38
TABLE IV ZONE 6 SANDPIPER COURT
ZONE 06 SANDPIPER COURT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,424 $0 $2,424
Landscape Utilities 1,010 0 1,010
Landscape Extras (Repairs/Materials/Equipment) 450 0 450
Tree Pruning 585 0 585
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 4,619 0 4,619
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 4,619 0 4,619
ADMINISTRATION COSTS
District Administration 882 0 882
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 887 0 887
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,506 0 5,506
Reserve Collection/(Transfers) 551 0 551
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 6,057 0 6,057
DISTRICT STATISTICS
Total Parcels 19
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $378.56
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 551
Anticipated Reserve Balance 551
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 352.1407
Maximum Assessment Rate FY 2004/05 $378.5600
MuniFinancial
Page 39
TABLE IV ZONE 6 SANDPIPER WEST
ZONE 06 SANDPIPER WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,424 $0 $2,424
Landscape Utilities 1,010 0 1,010
Landscape Extras (Repairs/Materials/Equipment) 450 0 450
Tree Pruning 543 0 543
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 4,577 0 4,577
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 4,577 0 4,577
ADMINISTRATION COSTS
District Administration 882 0 882
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 887 0 887
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,464 0 5,464
Reserve Collection/(Transfers) 546 0 546
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 6,011 0 6,011
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $375.66
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 546
Anticipated Reserve Balance 546
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 352.1407
Maximum Assessment Rate FY 2004/05 $375.6600
MzuiFiran ial
Page 40
TABLE IV ZONE 6 HOVLEY WEST
ZONE 06 HOVLEY WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs
Landscape Utilities
Landscape Extras (Repairs/Materials/Equipment)
Tree Pruning
Street Lighting
Special District Services
Annual Direct Costs (Subtotal)
Renovation/Capital Improvement Expenditures
Total Direct Costs
ADMINISTRATION COSTS
District Administration
County Administration Fee
County Per Parcel Fee
Administration Costs (Subtotal)
LEVY BREAKDOWN
Total Direct and Admin. Costs
Reserve Collection/ (Transfers)
Other Revenues/General Fund Contribution
Capital Improvement Project Collection/(Transfers)
Balance to Levy
DISTRICT STATISTICS
Total Parcels
Total Parcels Levied
Total Equivalent Benefit Units
Levy per EBU
RESERVE INFORMATION
Beginning Reserve Balance
Reserve Account Activity
Anticipated Reserve Balance
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
GPI Applied: 1.78%
$2,342
1,100
750
310
150
0
4,652
0
4,652
974
2
3
979
5,631
100
(1,124)
0
4,608
$456 $1,886
190 910
75 675
134 176
23 127
0 0
878 3,774
0 0
878 3,774
146 828
0 2
0 3
146 833
1,024
100
(1,124)
4,605
0
0
0 0
0 4,608
16
16
16.00
$287.98
0
100
100
287.1167
$292.2273
MuriFinancial
Page 41
TABLE IV ZONE 6 DIAMONDBACK
ZONE 06 DIAMONDBACK
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,340 $0 $3,340
Landscape Utilities 1,200 0 1,200
Landscape Extras (Repairs/Materials/Equipment) 800 0 800
Tree Pruning 250 0 250
Street Lighting 150 0 150
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 5,740 0 5,740
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 5,740 0 5,740
ADMINISTRATION COSTS
District Administration 1,074 0 1,074
County Administration Fee 25 0 25
County Per Parcel Fee 4 0 4
Administration Costs (Subtotal) 1,102 0 1,102
LEVY BREAKDOWN
Total Direct and Admin. Costs 6,842 0 6,842
Reserve Collection/(Transfers) 590 0 590
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 7,432 0 7,432
DISTRICT STATISTICS
Total Parcels 22
Total Parcels Levied 20
Total Equivalent Benefit Units 20.00
Levy per EBU $371.61
RESERVE INFORMATION
Beginning Reserve Balance 895
Reserve Account Activity 590
Anticipated Reserve Balance 1,485
ASSESSMENT INFORMATION
Maximum Assessment Rate Current Year 2003/04 365.1144
Maximum Assessment Rate FY 2004/05 $371.6134
C I Applied: 1.78%
MurriFirurxial
Page 42
TABLE IV ZONE 7 WARING COURT
DIRECT COSTS
Maintenance Costs $3,243 $0 $3,243
Landscape Utilities 1,500 0 1,500
Landscape Extras (Repairs/Materials/Equipment) 500 0 500
Tree Pruning 900 0 900
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 6,143 0 6,143
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 6,143 0 6,143
ADMINISTRATION COSTS
District Administration 964 0 964
County Administration Fee 25 0 25
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 992 0 992
LEVY BREAKDOWN
Total Direct and Admin. Costs 7,135 0 7,135
Reserve Collection/(Transfers) 686 0 686
Other Revenues/General Fund Contribution (1,030) 0 (1,030)
Capital Improvement Project Collection/
(Transfers) 0 0 0
Balance to Levy 6,791 0 6,791
DISTRICT STATISTICS
Total Parcels
Total Parcels Levied
Total Equivalent Benefit Units
Levy per EBU
RESERVE INFORMATION
Beginning Reserve Balance
Reserve Account Activity
Anticipated Reserve Balance
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
CPI Applied: 1.78%
ZONE 07 WARING COURT
Total General
Budget Benefit Benefit
16
16
16.00
$424.44
560
686
1,246
417.0402
$424.4635
MurriFin n ial
Page 43
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TABLE IV ZONE 9 THE GROVE
ZONE 09 THE GROVE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $9,789 $0 $9,789
Landscape Utilities 2,200 0 2,200
Landscape Extras (Repairs/Materials/Equipment) 1,670 0 1,670
Tree Pruning 3,600 0 3,600
Street Lighting 2,200 0 2,200
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 19,459 0 19,459
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 19,459 0 19,459
ADMINISTRATION COSTS
District Administration 2,345 0 2,345
County Administration Fee 25 0 25
County Per Parcel Fee 17 0 17
Administration Costs (Subtotal) 2,387 0 2,387
LEVY BREAKDOWN
Total Direct and Admin. Costs 21,846 0 21,846
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collectionl(Transfers) 0 0 0
Balance to Levy 21,846 0 21,846
DISTRICT STATISTICS
Total Parcels 105
Total Parcels Levied 105
Total Equivalent Benefit Units 105.00
Levy per EBU $208.05
RESERVE INFORMATION
Beginning Reserve Balance 17,663
Reserve Account Activity 0
Anticipated Reserve Balance 17,663
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 204.4138
Maximum Assessment Rate FY 2004/05 $208.0523
CPI Applied: 1.78%
MuniFimmial
Page 45
TABLE IV ZONE 11 PORTOLA PLACE
ZONE 11 PORTOLA PLACE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,293 $0 $2,293
Landscape Utilities 1,071 0 1,071
Landscape Extras (Repairs/Materials/Equipment) 350 0 350
Tree Pruning 100 0 100
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 3,814 0 3,814
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 3,814 0 3,814
ADMINISTRATION COSTS
District Administration 841 0 841
County Administration Fee 25 0 25
County Per Parcel Fee 4 0 4
Administration Costs (Subtotal) 870 0 870
LEVY BREAKDOWN
Total Direct and Admin. Costs 4,684 0 4,684
Reserve Collection/(Transfers) 393 0 393
Other Revenues/General Fund Contribution (662) 0 (662)
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 4,415 0 4,415
DISTRICT STATISTICS
Total Parcels 23
Total Parcels Levied 23
Total Equivalent Benefit Units 23.00
Levy per EBU $191.95
RESERVE INFORMATION
Beginning Reserve Balance 375
Reserve Account Activity 393
Anticipated Reserve Balance 768
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 188.5976
Maximum Assessment Rate FY 2004/05 $191.9546
CPI Applied: 1.78%
MuniFinandal
Page 46
TABLE IV ZONE 13 PALM DESERT COUNTRY CLUB
ZONE 13 PALM DESERT COUNTRY CLUB
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $26,020 $0 $26,020
Landscape Utilities 4,100 0 4,100
Landscape Extras (Repairs/Materials/Equipment) 700 0 700
Tree Pruning 1,500 0 1,500
Street Lighting 24,000 0 24,000
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 56,320 0 56,320
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 56,320 0 56,320
ADMINISTRATION COSTS
District Administration 13,913 0 13,913
County Administration Fee 25 0 25
County Per Parcel Fee 277 0 277
Administration Costs (Subtotal) 14,215 0 14,215
LEVY BREAKDOWN
Total Direct and Admin. Costs 70,535 0 70,535
Reserve Collection/(Transfers) (5,000) 0 (5,000)
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 65,535 0 65,535
DISTRICT STATISTICS
Total Parcels 1,768
Total Parcels Levied 1,730
Total Equivalent Benefit Units 2,314.85
Levy per E BU $28.31
RESERVE INFORMATION
Beginning Reserve Balance 134,299
Reserve Account Activity (5,000)
Anticipated Reserve Balance 129,299
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 27.8156
Maximum Assessment Rate FY 2004/05 $28.3107
CPI Applied: 1.78%
*The beginning Reserve Balance is largely the result of Reserve Funds transferred to the City from the County when this
Zone became part of the City of Palm Desert. Per prior Council action a portion of this Reserve Fund will be used
annually to reduce the assessments over several years.
MuriFinan ial
Page 47
TABLE IV ZONE 14 K & B AT PALM DESERT
ZONE 14 K & B AT PALM DESERT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $10,471 $1,571 $8,900
Landscape Utilities 4,363 654 3,709
Landscape Extras 600 90 510
(Repairs/Materials/Equipment)
Tree Pruning 2,115 317 1,798
Street Lighting 300 45 255
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 17,849 2,677 15,172
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 17,849 2,677 15,172
ADMINISTRATION COSTS
District Administration 2,524 379 2,145
County Administration Fee 25 4 21
County Per Parcel Fee 33 5 28
Administration Costs (Subtotal) 2,582 387 2,194
LEVY BREAKDOWN
Total Direct and Admin. Costs 20,431 3,065 17,366
Reserve Collection/(Transfers) 2,043 306 1,737
Other Revenues/General Fund Contribution (3,371) (3,371) 0
Capital Improvement Project Collection/ 0. 0 0
(Transfers)
Balance to Levy 19,103 0 19,103
DISTRICT STATISTICS
Total Parcels 165
Total Parcels Levied 163
Total Equivalent Benefit Units 163.00
Levy per EBU $117.20
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve .Account Activity 1,737
Anticipated Reserve Balance 1,737
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
57.2561
$117.2000
MuniF biandal
Page 48
TABLE IV ZONE 15 CANYON CREST
ZONE 15 CANYON CREST
DIRECT COSTS
Maintenance Costs $6,338 $0 $6,338
Landscape Utilities 750 0 750
Landscape Extras (Repairs/Materials/Equipment) 650 0 650
Tree Pruning 300 0 300
Street Lighting 0 0 0
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 8,038 0 8,038
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 8,038 0 8,038
ADMINISTRATION COSTS
District Administration 1,354 0 1,354
County Administration Fee 25 0 25
County Per Parcel Fee 11 0 11
Administration Costs (Subtotal) 1,389 0 1,389
LEVY BREAKDOWN
Total Direct and Admin. Costs 9,427 0 9,427
Reserve Collection/(Transfers) 832 0 832
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/
(Transfers) 0 0 0
Balance to Levy 10,260 0 10,260
DISTRICT STATISTICS
Total Parcels 71
Total Parcels Levied 67
Total Equivalent Benefit Units 67.00
Levy per EBU $153.14
RESERVE INFORMATION
Beginning Reserve Balance 3,154
Reserve Account Activity 883
Anticipated Reserve Balance 4,037
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
CPI Applied: 1.78%
Total General Special
Budget Benefit Benefit
150.4716
$153.1499
MrmiFirraneial
Page 49
TABLE IV ZONE 16 COLLEGE VIEW ESTATES II
ZONE 16 College View Estates II
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs
Landscape Utilities
Landscape Extras (Repairs/Materials/Equipment)
Tree Pruning
Street Lighting
Special District Services
Annual Direct Costs (Subtotal)
Renovation/Capital Improvement Expenditures
Total Direct Costs
ADMINISTRATION COSTS
District Administration
County Administration Fee
County Per Parcel Fee
Administration Costs (Subtotal)
LEVY BREAKDOWN
Total Direct and Admin. Costs
Reserve Collection/(Transfers)
Other Revenues/General Fund Contribution
Capital Improvement Project Collection/(Transfers)
Balance to Levy
DISTRICT STATISTICS
Total Parcels
Total Parcels Levied
Total Equivalent Benefit Units
Levy per EBU
RESERVE INFORMATION
Beginning Reserve Balance
Reserve Account Activity
Anticipated Reserve Balance
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
GPI Applied: 1.78%
$6,000
2,000
800
890
350
0
10,040
0
10,040
1,483
25
6
1,513
11,553
1,040
(2,150)
0
10,444
$0 $6,000
0 2,000
0 800
0 890
0 350
0 0
0 10,040
0 0
0 10,040
0 1,483
0 25
0 6
0 1,513
0 11,553
0 1,040
0 (2,150)
0 0
0 10,444
32
32
32.00
$326.39
$3,589
1,041
$4,630
440.1396
$447.9740
MwuFi wzziaal
Page 50
TABLE IV ZONE 16 SUNDANCE
ZONE 16 Sundance
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $4,000 $0 $4,000
Landscape Utilities 1,500 0 1,500
Landscape Extras (Repairs/Materials/Equipment) 800 0 800
Tree Pruning 890 0 890
Street Lighting 350 0 350
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 7,540 0 7,540
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 7,540 0 7,540
ADMINISTRATION COSTS
District Administration 1,561 0 1,561
County Administration Fee 25 0 25
County Per Parcel Fee 5 0 5
Administration Costs (Subtotal) 1,591 0 1,591
LEVY BREAKDOWN
Total Direct and Admin. Costs 9,131 0 9,131
Reserve Collection/(Transfers) 873 0 873
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 10,004 0 10,004
DISTRICT STATISTICS
Total Parcels 32
Total Parcels Levied 32
Total Equivalent Benefit Units 32.00
Levy per EBU $312.64
RESERVE INFORMATION
Beginning Reserve Balance $1,243
Reserve Account Activity 873
Anticipated Reserve Balance $2,086
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
CPI Applied: 1.78%
427.3200
$434.9262
MzaiFinanaal
Page 51
Appendix A — District Boundary Maps
The Boundary Maps for the District and/or Zones are on file in the office of Public Works and are
by reference made part of this Report. The Boundary Maps are also available for inspection at the
Office of Public Works.
MuniFiraneial
Page 52
Appendix B — 2004/05 Collection Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the
Riverside County Assessor's map for the year in which this Report is prepared.
Non -assessable lots or parcels may include areas of public streets and other roadways (typically not
assigned an APN by the County); dedicated public easements, open space areas and rights -of -ways
including public greenbelts and parkways; utility rights -of -ways; common areas; landlocked parcels,
small parcels vacated by the County, bifurcated lots, and any other property that can not be
developed. These types of parcels are considered to receive little or no benefit from the
improvements and are therefore exempted from assessment. Properties outside the District boundary
receive no direct or special benefits from the improvements provided by the District and are not
assessed.
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the
Riverside County Assessor's map for the year in which this Report is prepared. The land use
classification for each parcel is based on the Riverside County Assessor's Roll. A listing of parcels
assessed within this District, along with the proposed assessment amounts, shall be submitted to the
City Clerk, under a separate cover, and by reference is made part of this Report.
Approval of this Report (as submitted or as modified) confirms the method of apportionment and
the maximum assessment rate to be levied against each eligible parcel and thereby constitutes the
approved levy and collection of assessments for the fiscal year. The parcels and the amount of
assessment to be levied shall be submitted to the County Auditor/Controller and included on the
property tax roll for the fiscal year.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid
parcel number for the current fiscal year, a corrected parcel number and/or new parcel numbers will
be identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied
and collected for the resubmitted parcel or parcels shall be based on the method of apportionment
and assessment rate approved in this Report. Therefore, if a single parcel has changed to multiple
parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied
according to the approved method of apportionment and assessment rate rather than a proportionate
share of the original assessment.
MzmiFinarxial Page 53