HomeMy WebLinkAboutRes 04-41 Consolidated Landscape & Lighting Dist FY 04/05REQUEST:
DATE:
CONTENTS:
CITY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
Consideration to Declare the Results of the Property Owner
Balloting for Increased Assessments for Certain Zones of the
Consolidated Landscape and Lighting District.
May 13, 2004
Resolution No. 04-41
Engineers' Report Fiscal Year 2004/2005
Recommendation:
Waive further reading and adopt:
1. Resolution No. 04-41 declaring the results of the property owner
protest proceeding for certain zones within the Palm Desert Consolidated
Landscape and Lighting District.
Executive Summary:
In November of 2003, the City Council and Redevelopment Agency Board authorized
staff to proceed with renovating 18 outdated and inefficient landscaping districts.
Twelve of the eighteen districts were identified in need of an increase to their annual
levy to cover the maintenance costs after renovation.
The City initiated the process to ballot the 12 districts on February 26, 2004. Ballots
were sent to all property owners based on the current Riverside County Assessor Role
and the required public hearing was scheduled for April 22, 2004 (Postponed to May 13,
2004).
The attached resolution enables the City to declare the results of the property owners
balloting for an increased assessment. The districts that approve their new annual levy
will be included in the City's landscape and lighting district renovation project. Those
districts that deny the levy increase will continue pay the existing levy, but will receive a
level of service equal to the funds available within their district.
Staff recommends that the City Council open the public hearing, take testimony and
adopt the attached resolution.
Staff Report - Landscape and Lighting District Balloting
Page 2 of 3
April 22, 2004, Continued to May 13, 2004
Discussion:
The City Council and the Redevelopment Agency Board appropriated $735,259
(including a 15% contingency) to renovate 18 outdated landscape and lighting districts.
The renovation proposal includes retrofitting old and inefficient irrigations systems with
new drip irrigation and the replacement of turf and lush plant material with new water
efficient landscaping. The City Council and Agency Board placed a condition that the
funds for the renovation of each district be made available to those districts that approve
an increase to their annual levy to cover the new maintenance costs after renovation.
The goals of the renovation are threefold:
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.
The 12 districts requiring levy increases are outlined in the attached Engineers' Report.
The report includes a proposed annual budget for each district that would be
implemented for Fiscal Year 2004/05. Table 1-1 below, outlines the district's existing
annual levy and the proposed annual levy to cover the new maintenance cost after
renovation.
Table 1-1
District
Units
Existing Annual
Levy
New Annual Levy After
Renovation
La Paloma
16
$198.14
$368.56
Hovley Collection
38
$123.34
$313.28
Sonata I
16
$137.18
$321.18
Desert Mirage
29
$71.32
$370.45
Palm Gate
37
$69.16
$160.38
Hovley Estates
16
$256.72
$389.42
Hovley West
16
$287.16
$399.18
The Glen
16
$141.28
$276.48
Sandpiper West
16
$352.14
$375.66
Sandpiper Court
16
$352.14
$378.56
Kaufman & Broad
163
$57.24
$117.20
Sonata II
94
$46.00
$121.56
G:\DevServices\Martin Alvarez\Word Files\ConLLD0304\Renovation041SRrenopublichearing.doc
Staff Report - Landscape and Lighting District Balloting
Page 3of3
April 22, 2004, Continued to May 13, 2004
Resident Meetings:
In January of 2004, staff met with residents of the 12 landscape and lighting districts
that would require an increase to their annual assessment. Staff presented the
landscape renovation proposal, including the goals, renovation costs and the proposed
annual levy after renovation. Staff also indicated that in order to qualify for the
renovation funds, each district would have to approve a ballot to modify their annual
levy.
Staff explained that the new levy would pay for the annual maintenance and utility costs
of a new water efficient landscaping. The majority of the residents that attended the
meetings expressed interest and willingness to participate in this project.
Conclusion
Upon closing of the public hearing and counting of the ballots, the attached resolution
enables the City to declare the results. Those districts that approve their new annual
levy will qualify for the renovation of their landscaping district and the levies will be
implemented in Fiscal Year 2004/2005.
Therefore, Staff recommends that the City Council open the public hearing, take
testimony and adopt the attached resolution,
Submitted By: Department -ad:
Ma Alvarez
Homer Croy
Senior Management Analyst ACM for Develo-nt Services
Approval:
Paul S. Gibson
Director of Finance/City Treasurer
Carlos L. Ortega
City Manager
/ma
G:\DevServices\Martin Alvarez\Word Files\ConLLD03041Renovation041SRrenopublichearing.doc
RESOLUTION NO. 04-41
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, DECLARING THE RESULTS OF A PROPERTY OWNER PROTEST
PROCEEDING FOR CERTAIN ZONES WITHIN THE PALM DESERT
CONSOLIDATED LANDSCAPING AND LIGHTING DISTRICT
WHEREAS, the City Council of the City of Palm Desert, California, (hereafter
referred to as City Council) called and duly held a property owner protest proceeding for
certain zones of the Consolidated Landscaping and Lighting District (hereafter referred to
as District) pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part
2 of Division 15 of the Streets and Highways Code of California, beginning with Section
22500 (hereafter referred to as Act) and the California Constitution Articles XIIIC and
XIIID, for the purpose of presenting to the qualified property owners within certain Zones of
the District the increased annual levy of assessments for the costs and expenses of the
operation, maintenance, repair and servicing of landscape maintenance easement
areas, street lighting and all appurtenant facilities and operations related thereto; and,
WHEREAS, the landowners of record within the following Zones of the District as
of the close of the Public Hearing held on May 13, 2004 did cast their ballots, weighted
by the proportional financial obligation of each ballot, the results of which are illustrated
below:
ZONE
YES
NO
Zone # 5 Cook and
Country Club — Desert
Mirage Sub -zone
Zone # 6 Hovley Lane —
The Glen Sub -zone
Zone # 6 Hovley Lane —
Hovley Estates Sub -zone
Zone # 6 Hovley Lane --
Sonata I Sub -zone
Zone # 6 Hovley Lane —
Sonata II Sub -zone
Zone # 6 Hovley Lane —
Hovley Collection Sub -
zone
Zone # 6 Hovley Lane —
La Palom'a I Sub -zone
Zone # 6 Hovley Lane —
Sandpiper Court Sub -zone
Zone # 6 Hovley Lane —
Sandpiper West Sub -zone
Zone # 6 Hovley Lane —
Hovley Court West Sub -
zone
Zone # 8 — Palm Gate
Zone #14 — K & B at Palm
Desert
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, DOES HEREBY RESOLVE, ORDER AND DETERMINE:
Section 1 The above recitals are true and correct.
Section 2 The results of the tabulation of the valid property owner protest ballots
returned by the property owners within said District, prior to the conclusion
of the Public Hearing and property owner protest proceeding held for the
District on May 13, 2004, is hereby confirmed and made public record.
Section 3
The City Clerk is hereby directed to enter this Resolution on the minutes of
the City Council, which shall constitute the official declaration of the result
of such property owner protest proceeding.
Section 4 This Resolution shall become effective immediately upon its adoption.
Section 5 The City Clerk shall certify the adoption of this Resolution.
2
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City
Council, held on this day of , 2004, by the following vote,
to wit:
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
Robert A. Spiegel, Mayor
City of Palm Desert
Rachelle D. Klassen, City Clerk
City of Palm Desert, California
CITY OF PALM DESERT
ENGINEER'S REPORT
Consolidated Palm Desert
Landscaping And Lighting District
Fiscal Year 2004/05
INTENT MEETING: February 26, 2004
PUBLIC HEARING: May 13, 2004
MuniFinancial
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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:
Brian Jewett, Principal Consultant
Financial Consulting Services
By:
Richard Kopecky
R. C. E. #16742
TABLE OF CONTENTS
OVERVIEW 4
A. Introduction 4
B. Compliance with the Current Legislation 5
C. General Description of the District and Services 5
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES 7
III. METHOD OF APPORTIONMENT 10
A. General 10
B. Benefit Analysis 10
C. Assessment Methodology 13
D. Assessment Range Formula 13
IV. DISTRICT BUDGETS 15
A. Description of Budget Items 15
B. District Budgets 18
APPENDIX A — DISTRICT BOUNDARY MAPS 30
APPENDIX B — 2004/05 ASSESSMENT RATES FOR THE ZONES TO BE
BALLOTED 31
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 the 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 within the City. The original districts and all
subsequent annexations are identified as separate benefit zones and/or Sub -zones (hereafter
referred to as `Zones") within the Consolidated District. The District was formed and is annually
levied pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Cal forma
Streets and Highways Code (hereafter referred to as the "1972 Act").
This Engineer's Report (hereafter referred to as the "Report") describes the District and the
proposed changes to the assessments in twelve (12) zones for Fiscal year 2004/05. The
proposed increases in assessments for these zones are based on the City's estimated cost to
maintain the improvements that provide a direct and special benefit to properties within these
zones. 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.
Upon conclusion of a noticed Public Hearing, the City Council will consider all testimony and
written protests presented and will direct any necessary modifications to the Report and approve
the Report as submitted or amended. Following approval of the Report, the City Council will by
resolution, order the improvements to be made, and confirm the levy and collection of
assessments pursuant to the Act. The assessment rates and method of apportionment described
in this Report as approved by the City Council defines the assessments to be applied to each
parcel within the twelve zones 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 based on the
method of apportionment and assessment rate described in this report and approved by the City
Council.
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Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
B. Compliance with the. Current Legislation
The District and all Zones therein have been formed pursuant to the 1972 Act. The City Council
annually conducts a public hearing to accept public comments and testimony, to review the
Engineer's Report and approve the annual assessments to be levied on the County tax roll for
the fiscal year. All assessments described in this report and approved by the City Council have
been prepared in accordance with the 1972 Act and in compliance with the provisions of the
California Constitutional Article XIIID (hereafter referred to as the "Article XIIID"), which was
enacted with the passage of Proposition 218 in November 1996.
C. General Description of the District and Services
The City annually levies and collects assessments in order to maintain and service specific
improvements within the District. For fiscal year 2004/05, twelve zones will be balloted
regarding the matter of increased assessments. Each of these zones, funds specific
improvements and services. The District Zones and Sub -zones to be balloted in the Spring of
2004 are:
• Zone # 5 Cook and Country Club — Desert Mirage Sub -zone (29 parcels)
• Zone # 6 Hovley Lane — The Glen Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — Hovley Estates Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — Sonata I Sub -zone (16 parcels)
• Zone # 6 Hovley Lane — Sonata II Sub -zone (94 parcels)
• 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 — 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 # 8 — Palm Gate (37 parcels)
• Zone #14 — K & B at Palm Desert (163 parcels)
The District provides maintenance and operation of specific local landscaping and lighting
improvements and associated appurtenances located within the public right-of-ways and
dedicated landscape easements within each zone. The improvements and the costs of those
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Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
improvements are identified and budgeted separately for each Zone, including all expenditures,
deficits, surpluses, revenues, and reserves.
The various improvements provided and assessed within the District can be categorized as three
(3) improvement types.
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).
Only improvements permitted under provisions of the Act that provide a special and direct
benefit to the parcels is included in the annual assessment. The costs associated with the
improvements are equitably spread among all benefiting parcels in proportion to their special
benefits. Only parcels that receive direct and special benefits from the improvements are
assessed.
Landscape improvements maintained by the District and associated with each Zone were either
installed as a condition of development or were installed for the direct benefit of the properties
assessed. The landscape improvements associated with each Zone may include open space
areas, medians, parkways, slopes, retention and detention basin areas, and other easements and
public right-of-ways that provide special benefits to the parcels. These improvements may
include: turf, ground cover, shrubs and trees, irrigation systems, decorative lighting, water
features, entry monuments, drainage systems and associated appurtenances. Similar to landscape
improvements, street lighting improvements funded through District assessments were installed
for the benefit of properties within each of the Zones and Sub -zones and the assessments
provide for the maintenance, operation and energy costs related to their specific street light
improvements.
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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.
The allocation of special benefit and general benefit from the various improvements provided
within the District are summarized in the Method of Apportionment section of this Report and
are identified specifically in the budget for each Zone.
Zone #5 (Cook and Country Club)
Zone #5 currently consists of three (3) residential subdivisions identified as Sub -zones. These
three Sub -zones are known and identified the Desert Mirage (Tract 25639), Sandcastles (Tract
21338-1), and Primrose 2 (Tract 25436). Each of these Sub -zones has specific local
improvements maintained by the District that were installed as part of the residential tract
development. Only the Desert Mirage Sub -zone is being balloted this year for an increased
assessment.
These three subdivisions were originally part of a larger Zone known as Cook and Country Club
that were assessed for median landscaping in the area. These three Sub -zones were previously
assessed for both their local (tract specific) improvements and their proportionate share of the
median landscaping. In fiscal year 1997/1998 it was determined that the median landscaping in
the Cook and Country Club area was largely a general benefit and this assessment was
eliminated. However, it was further 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. As part of the review this fiscal year,
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 City funding sources.
Although all local landscape improvements within the Desert Mirage and Primrose 2
subdivisions have been identified as a special benefit to properties within these Sub -zones, a
portion of the landscape maintenance costs for Desert Mirage is specifically for landscape
maintenance of the tract's detention basin. Pursuant to Article XIIID Section 5a the existing
assessment associated with this detention basin could be identified as an exempt assessment.
However, since the detention basin and the landscaping associated with it were installed and
constructed specifically and only for this residential development, these improvements are
clearly a special benefit to parcels within this Sub -zone and the related assessment complies with
the substantive requirements of the State Constitution.
Zone #6 (Hovley Lane)
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Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
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:
• The Glen (Tract 25217) Service Level E
• Hovley Estates (Tract 24591) Service Level D
• Sonata 1 (Tract 23982) Service Level E
• Sonata II (Tracts 24254 -1, 2, 3) Service Level E
• Hovley Collection (Tract 24603) Service Level D
• La Paloma 1 (Tract 24773-1) Service Level D
• Sandpiper Court (Tract 27370) Service Level B
• Hovley Court West (Tract 29585) Service Level C
The parcels within these Sub -zones of Zone 6 (Hovley Lane) receive benefit from various
improvements that were installed as part of the separate residential tract developments and are
specific to each tract and subdivision. The assessment for each Sub -zone funds and provides for
the various parkway landscaping improvements adjacent to each tract along Hovley Lane as well
as specific in -tract improvements. The in -tract improvements may include street lighting; dry
well and retention basin landscape maintenance; and landscaping of additional parkway areas.
The overall improvements within Zone 6 include street lighting on Clover Lane, Meadow Lane,
Hovley Lane 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.
As part of the review this fiscal year, it has been determined that fifteen percent (15%) of the
improvements within the Glen and Hovley West Sub -Zones are of a general benefit to those
properties outside of the Sub -zones. Therefore, this percentage of the costs of maintaining these
Sub -zones has been removed from the assessments and must be funded from other City funding
sources.
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%) has been identified as a general benefit component.
Zone #8 (Palm Gate).
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Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
Zone #8 consists of all parcels in Tract 24287 located East of Deep Canyon Road, and North of
Fred Waring Drive, on Coral Bells Circle, Daylily Circle, and Moss Rose Drive.
These parcels receive benefit from the improvements and maintenance of local street lighting at
the entrances to the development at the corners of Deep Canyon Road and Coral Bells Circle,
Daylily Circle, and Moss Rose Drive. These parcels also receive special benefit from the
improvements and maintenance of the landscaped parkways adjacent to the tract on Deep
Canyon Road.
Both the street lighting and landscape improvements identified for this Zone were installed as
part of the residential tract development and the ongoing maintenance and operation of these
improvements clearly provide special benefits to properties within the Zone. It has further been
determined that these improvements were installed and are maintained solely for the benefit of
properties within the Zone and the improvements provide no measurable benefit to properties
outside the Zone. Any benefit conveyed to other properties or to the public at large (general
benefit) is incidental. Therefore, both the interior tract street lighting and the parkway
(perimeter) landscaping costs have been identified and apportioned 100% as a special benefit to
all parcels within the Zone. Due to the change in service, only the lights that are at intersections
will be turned on and all turf areas will have irrigation turned off and will not be mowed.
Zone #14 (K & B at Palm Desert)
Zone #14 is located generally North of Frank Sinatra Drive, West of Portola Avenue, East of
Monterey Avenue and South of Gerald Ford Drive. The Zone includes all parcels in Tracts
28258 and 28258-1.
All properties within the boundaries of Zone 14 benefit from street lighting within the
development located on Drexell Drive, Heatherwood Drive, Emerson Drive and Jamerson
Road, and Colebridge Street, as well as landscaping installed by the developer as part of the
residential tract development in the retention basin area located on Heatherwood Drive and dry
well areas within the subdivisions.
As a condition of development for tracts 28258 and 28258-1, the developer (Kaufman and
Broad Development) was required to form the necessary District Zone for the public
improvements that would be installed as part of these subdivisions. In a Petition of Consent and
Waiver dated April 4, 1996, the developer (sole owner of the property) petitioned to have the
parcels within the tract annexed into the District and to be assessed annually for the cost of
maintaining the improvements. This petition constitutes a 100% landowner approval pursuant to
Article XIIID Section 5b, and supports a position that the existing assessment revenue is
exempt.
In addition to the exemption described above, a large portion of the Zone # 14 costs and
existing assessment is for landscape maintenance of the tract's retention basin. Pursuant to the
Article XIIID Section 5a (assessments used exclusively to fund flood control and drainage
systems), further supports a position that most of the existing assessment is exempt.
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Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
As part of the review this fiscal year, it has been determined that fifteen percent (15%) of the
improvements within the K & B 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 City funding sources.
III. Method of Apportionment
A. General
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of
providing certain public improvements which include the construction, maintenance and
servicing of public lights, landscaping and appurtenant facilities. The 1972 Act further requires
that the cost of these improvements be levied according to benefit rather than assessed value:
"The net amount to be assessed upon lands within an assessment district may be apportioned by any
formula or method which fairly distributes the net amount among all assessable lots or parcels in
proportion to the estimated benefits to be received by each such lot or parcel from the improvements."
The formula used for calculating assessments in each Zone of the District therefore reflects the
composition of the parcels, and the improvements and services provided, to fairly apportion the
costs based on estimated benefit to each parcel.
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 Article XIIID. Each improvement and the associated costs were identified as
either "general benefits" (not assessed) or "special benefits". The improvements and the
associated special benefit assessments have been further identified as Exempt assessments
pursuant to Article XIIID Section 5, or as assessments requiring property owner balloting.
Those improvements and the related assessments identified as Exempt are not subject to the
procedural requirements of Article XIIID relating to property owner ballot proceedings.
Although some existing assessments are considered Exempt, each improvement assessed within
the District is identified as a special benefit to the parcels assessed and all related assessments are
in compliance with the substantive requirements of Article XIIID Section 4. A property owner
balloting has been conducted for each Zone for all special benefit assessments subject to
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Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
property owner approval. The assessments shown in this Report reflects the assessment
amounts approved by the property owners subject to those assessments.
Exempt Assessments
.Article XIIID Section 5 provides for certain existing assessments to be exempt from the
substantive and procedural requirements of Article XIIID Section 4. Specifically:
• Assessments used exclusively to fund sidewalks, streets, sewers, water, flood control,
drainage systems, or vector control are exempt from the conformity requirement until they
are increased; and,
• Assessments approved by all the property owners at the time the assessments were created
(originally imposed pursuant to a 100% landowner petition).
Within the District, several of the Zones provide for the landscape maintenance of drainage
basins and retention basins. As noted previously, the costs and assessments associated with these
improvements have been identified as a special benefit to parcels within the respective Zones
and therefore in compliance with the substantive requirements of Article XIIID, but were
exempt from the procedural requirements at their existing assessment amount.
Special Benefits
The method of apportionment (method of assessment) is based on the premise that each of the
assessed parcels within the District and Zones receives benefit from the improvements
maintained and financed by District assessments. Specifically, the assessments associated with
each Zone or sub -zone are for the maintenance of local street lighting and landscaped
improvements installed as part of the original development of the parcels within the Zones. The
desirability and security of properties within each Zone is enhanced by the presence of street
lighting and well -maintained landscaping in close proximity to those properties.
The landscape improvements provided by the District may include landscaped medians,
parkways, entryways, slopes and appurtenant facilities. Street lighting improvements may include
all energy costs and necessary maintenance to the facilities related thereto. The annual
assessments outlined in this Report are proposed to cover the estimated costs to provide all
necessary service, operation, administration, and maintenance required each year to keep these
improvements in a healthy, vigorous, and satisfactory condition.
The special benefits associated with the local landscaping improvements are specifically:
• Enhanced desirability of properties through association with the improvements.
• Improved aesthetic appeal of properties within the Zones providing a positive
representation of the area.
• Enhanced adaptation of the urban environment within the natural environment from
adequate green space and landscaping.
• Environmental enhancement through improved erosion resistance, and dust and debris
control.
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Consolidated Palm Desert Landscaping and Lighting
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Engineer's Report, Fiscal Year 2004/05
• 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.
All of the preceding special benefits contribute to a specific enhancement and desirability of
each of the assessed parcels within the District/Zone, and thereby provide an enhanced
desirability of the properties.
General Benefits
Prior to the passage of Proposition 218, the District assessments included maintenance of
landscaped medians on various arterial streets within the City. However, since most of the
arterial medians within the City are maintained from the City's General Fund it was determined
that the existing assessments for these improvements were largely a general benefit. Therefore in
Fiscal year 1997/1998, all District assessments related to arterial medians were eliminated.
Furthermore, all improvements within each of the District Zones have been carefully reviewed.
Any improvement and the associated costs that are considered a general benefit to properties
outside the respective Zones or to the public at large have been identified and eliminated from
the annual assessments. In making this determination it should be noted that all parkway,
perimeter landscaping and interior landscaping within the City is either funded and maintained
by individual property owners or through some type of association, except those maintained and
funded through a special District. The City does not usually maintain these types of
improvements from General Fund Revenues and like other similar improvements within the
City, the ongoing maintenance of these improvements are a special benefit to the properties
associated with the improvements.
MuniFinancial Page 12
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
C. Assessment Methodology
Pursuant to the Act, the costs of the District may be apportioned by any formula or method that
fairly distributes the net amount to be assessed, among all assessable parcels in proportion to the
estimated benefits to be received by each such parcel from the improvements. The
apportionment of costs used for each Zone should reflect the composition of the parcels, and
the improvements and services provided based on each parcel's estimated special benefit.
Equivalent Dwelling Units: To assess benefits equitably, it is necessary to relate the different
type of parcel improvements to each other. The Equivalent Dwelling Unit method of
assessment apportionment uses the single-family home as the basic unit of assessment. A single
family home equals one Equivalent Dwelling Unit (EDU). Every other land use is converted to
EDU's based on an assessment formula that equates the property's specific development status,
type of development (land use), and size of the property, as compared to a single family home
(SFR) and is considered appropriate for the District.
The EDU method of apportioning benefit is typically seen as the most appropriate and equitable
assessment methodology for districts formed under the 1972 Act, as the benefit to each parcel
from the improvements are apportioned as a function of land use type, size and development.
All assessed parcels within Zones 2, 3, 4, 5, 6, 7, 8, 9, 11, 14, 15 and 16 are entirely single-family
residential parcels and the application of the EDU method of spread results in an equal
assessment or per parcel assessment.
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
Dwelling Unit (EDU) tables. Each parcel's EDU correlates the parcel's special benefit received
as compared to all other parcels in the Zone.
Parcel Type EDUxAcres or Units = Parcel EDU
Total Balance to Levy / Total EDU in Zone = Levy per EDU
Levy per EDUx per Parcel EDU = 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
MuniFinancial
Page 13
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
where the assessment is imposed." This definition was later confirmed by Senate Bill 919 (the
Proposition 218 implementing legislation).
An assessment range formula for all District assessments has been confirmed through property
owner ballot proceedings in compliance with the Article XIIID, and 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 new proposed assessment is not considered an increased assessment. The purpose
of establishing an assessment range formula is to provide for reasonable increases and
inflationary adjustment to the assessment amounts without requiring cosdy noticing and
mailing procedures, which would be added to the District costs and assessments.
If the proposed assessment is less than the maximum assessment approved in the
previous fiscal year adjusted by a percentage no greater than three percent (3.0%), or the
percentage increase of the Consumer Price Index (CPI), whichever is the lesser of the
two, the assessment shall not be considered as an increase.
Each year the City shall compute the percentage difference between the CPI on January
1, of each year and the CPI for the previous January 1, or a similar time period, as
determined by the Bureau of Labor Statistics for all urban consumers for the Los
Angeles, Anaheim, and Riverside Area. This percentage difference shall then establish
the range of increased assessments allowed based on CPI. Should the Bureau of Labor
Statistics revise such index or discontinue the preparation of such index, the City shall
use the revised index or comparable system as approved by the City Council for
determining fluctuations in the cost of living.
If CPI is less than three percent (3.0%), then the allowable adjustment to the maximum
assessment for each Zone may be by CPI, or a lesser percentage. If CPI is greater than
three percent (3.0%), then the allowable adjustment to the proposed assessment for each
Zone may be three percent (3.0%), 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.
MuniFinancial
Page 14
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 Section III B.
DIRECT COSTS:
Maintenance Costs — Includes all contracted labor, material and equipment required to
properly maintain the landscaping, irrigation systems, drainage systems, fencing, and entry
monuments within the Zone. All improvements within the Zone are maintained and
serviced on a regular basis. The frequency and specific maintenance operations required
within the Zone are determined by City Staff and is based on the proposed service level of
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 according to the proposed service level of the Zone.
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:
• Specialized maintenance and equipment necessary for landscaped areas and appurtenant
facilities associated with dry wells, retention basins and detention basins within the Zone.
• The additional cost of all contracted labor, material and equipment required trimming
trees in the public right of way and landscaped areas.
Maintenance Repairs — This item includes repairs that are generally unforeseen and not
normally included in the yearly maintenance contract costs. This may include repair of
damaged amenities due to vandalism, storms, frost, etc. Also included may be planned
upgrades that provide a direct benefit to the Zone. These upgrades could include replacing
plant materials and/or renovation of irrigation or lighting systems.
MuniFinancial Page 15
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
ADMINISTRATION COSTS:
District Administration — The cost to all particular departments and staff of the City, for
providing the coordination of District services and operations, response to public concerns
and education, as well as procedures associated with the levy and collection of assessments.
This item also includes the costs of contracting with professionals to provide any additional
administrative, legal or engineering services specific to the District including any required
notices, mailings or property owner protest ballot proceedings.
County Administration Fee — This is the actual cost to the Zone for the County to
collect District assessments on the property tax bills. This charge is based on a flat rate per
fund number.
County Per Parcel Fee — This is the cost to each Zone for the County to collect
assessments on the property tax bills. This charge is on a per assessment basis and is
currently estimated at $0.16 per assessment. This cost is in addition to the County
Administration Fee.
Note: - The administrative costs of the District are borne by each Zone in proportion to the aggregate costs
of the entire District. Costs related to direct administration are identified as exempt, general and special
benefits in the same proportion as the benefit finding for the Direct Service costs. All costs related to the levy of
assessments such as county fees and contract administration are applied to each Zone regardless of any benefit
findings (no general benefi).
LEVY BREAKDOWN:
Reserve Collection/(Transfer)— The Reserve Account item is provided for collection by
the District of funds to operate the Zone from the time period of July 1 (beginning of the
Fiscal year) through January when the County provides the City with the first installment of
assessments collected from the property tax bills. Negative amounts shown for these budget
items are transfers from the reserve fund that are used to reduce the Balance to Levy. The
Reserve Fund eliminates the need for the City to transfer funds from non -District accounts.
Other Revenues /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 source (for general
benefits). The Balance to Levy represents the sum of Total Direct and Administration Costs,
the Reserve Account/Other Revenue Source, the Beginning Balance, and the Contribution
Replenishment. Only those costs related to the improvements identified as special benefits
are levied and collected on the tax roll.
MuniFinancial
Page 16
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2004/05
DISTRICT STATISTICS:
Total Parcels — The total number of parcels within the Zone boundary.
Total Parcels Levied — The total number of parcels within the Zone that are assessed.
Non -assessable lots or parcels may include parcels of land principally encumbered by public
right-of-ways, easements, common areas, and/or parcels within the boundaries of the Zone
that currently do not benefit from the improvements due possibly to development
restrictions.
Total Equivalent Dwelling Unit (EDU) — Equivalent Dwelling Unit (EDU) is a numeric
value calculated for each parcel based on the parcel's land use and size. The EDU shown in
the Zone budget, (Section III B), represents the sum total of all parcel EDU's that receive
special benefits from the improvements.
Levy per EDU— This amount represents the rate being applied to each parcel's individual
EDU. The Levy per Equivalent Dwelling Unit, is the result of dividing the total Balance to
Levy, by the sum of the Zone EDU's, for the fiscal year.
MuniFinancial
Page 17'
B. District Budgets
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 1,518 8,604
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 10,122 1,518 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 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 12,639 1,896 10,743
DISTRICT STATISTICS
Total Parcels 29
Total Parcels Levied 29
Total Equivalent Dwelling Units 29.00
Levy per EDU $370.44
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 : 3.00%
0
977
977
71.32
370.44
MuniFinancial
Page 18
ZONE 06 HOVLEY 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) 833 125 708
LEVY BREAKDOWN
Total Direct and Admin. Costs 4,731 710 4,022
Reserve Collection/ (Transfers) 473 71 402
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 5,204 781 4,424
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $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
Maximum Assessment Rate FY 2004/05
CPI Applied : 3.00%
141.28
276.48
MuniFinancial Page 19
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 Dwelling Units 16.00
Levy per EDU $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
Maximum Assessment Rate FY 2004/05
CPI Applied : 3.00%
256.72
389.42
MuniFinancial Page 20
ZONE06 SONATA 1
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) 887 133 754
LEVY BREAKDOWN
Total Direct and Adrnin. Costs 5,496 824 4,672
Reserve Collection/ (Transfers) 550 82 467
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 6,046 907 5,139
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $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
Maximum Assessment Rate FY 2004/05
CPI Applied : 3.00%
137.18
321.18
MuniFinancial Page 21
ZONE06 SONATA 2
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 Casts 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 Dwelling Units 94.00
Levy per EDU $121.56
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 1,039
Anticipated Reserve Balance 1,039
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
CPI Applied : 3.00%
46.00
121.56
MuniFinancial Page 22,
ZONE 06 HOVLEY COLLECTION
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $5,309 $0 $5,309
Landscape Utilities 2,212 0 2,212
Landscape Extras (Repairs/Materials/Equipment) 550 0 550
Tree Pruning 1,100 0 1,100
Street Lighting 300 0 300
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 9,471 0 9,471
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 9,471 0 9,471
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 10,823 0 10,823
Reserve Collection/ (Transfers) 1,082 0 1,082
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 11,905 0 11,905
DISTRICT STATISTICS
Total Parcels 38
Total Parcels Levied 38
Total Equivalent Dwelling Units 38.00
Levy per EDU $313.28
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 1,082
Anticipated Reserve Balance 1,082
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
CPI Applied : ' 3.00%
123.34
313.28
MuniFinancial Page 23
ZONE06 LA PALOMA 1
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 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 Dwelling Units 16.00
Levy per EDU $368.58
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 536
Anticipated Reserve Balance 536
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
CPI Applied : 3.00%
198.14
368.58
MuniFinancial Page 24
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 Dwelling Units 16.00
Levy per EDU $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
Maximum Assessment Rate FY 2004/05
CPI Applied : 3.00%
352.14
378.56
MuniFinancial Page 25
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 Dwelling Units 16.00
Levy per EDU $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 $ 352.14
Maximum Assessment Rate FY 2004/05 $ 375.66
CPI Applied : 3.00%
MuniFinancial Page 26
ZONE 06 HOVLEY WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,042 $456 $2,586
Landscape Utilities 1,268 190 1,078
Landscape Extras (Repairs/Materials/Equipment) 500 75 425
Tree Pruning 891 134 757
Street Lighting 150 23 128
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 5,851 878 4,973
Renovation/Capital Improvement Expenditures 0 0 0
Total Direct Costs 5,851 878 4,973
ADMINISTRATION COSTS
District Administration 974 146 828
County Administration Fee 2 0 2
County Per Parcel Fee 3 0 3
Administration Costs (Subtotal) 979 146 833
LEVY BREAKDOWN
Total Direct and Admin. Costs 6,830 1,024 5,806
Reserve Collection/ (Transfers) 683 102 581
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 7,513 1,126 6,387
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied • 16
Total Equivalent Dwelling Units 16.00
Levy per EDU $399.18
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 581
Anticipated Reserve Balance 581
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04
Maximum Assessment Rate FY 2004/05
CPI Applied : 3.00%
287.16
399.18
MunnFinancial Page 27
ZONE 08 PALM GATE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $1,757 $0 $1,757
Landscape Utilities 732 0 732
Landscape Extras (Repairs/Materials/Equipment) 400 0 400
Tree Pruning 1,215 0 1,215
Street Lighting 300 0 300
Special District Services 0 0 0
Annual Direct Costs (Subtotal) 4,404 0 4,404
Renovation/Capital Improvement Expenditures
Total Direct Costs
0
4,404
0
0
0
4,404
ADMINISTRATION COSTS
District Administration 958 0 958
County Administration Fee 25 0 25
County Per Parcel Fee 7 0 7
Administration Costs (Subtotal) 990 0 990
LEVY BREAKDOWN
Total Direct and Admin. Costs 5,394 0 5,394
Reserve Collection/ (Transfers) 539 0 539
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 5,934 0 5,934
DISTRICT STATISTICS
Total Parcels 37
Total Parcels Levied 37
Total Equivalent Dwelling Units 37.00
Levy per EDU $160.38
RESERVE INFORMATION
Beginning Reserve Balance 0
Reserve Account Activity 539
Anticipated Reserve Balance 539
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2003/04 $ 69.16
Maximum Assessment Rate FY 2004/05 $ 160.38
CPI Applied : 3.00%
MuniFinancial Page 28
ZONE 14K&B
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 (Repairs/Materials/Equipment) 600 90 510
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 0 0 0
Capital Improvement Project Collection/ (Transfers) 0 0 0
Balance to Levy 22,474 3,371 19,103
DISTRICT STATISTICS
Total Parcels 165
Total Parcels Levied 163
Total Equivalent Dwelling Units 163.00
Levy per EDU $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
CPI Applied : 3.00%
57.24
117.20
MuniFinancial Page 29
Appendix A — District Boundary Maps
The Boundary Maps for the District and/or Zones are on file in the office of Public Works and are
made part of this Report. The Boundary Maps are also available for inspection at the Office of Public
Works.
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Appendix B — 2004/05 Assessment Rates for the Zones to be Balloted
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.
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LLD Name
Total District Assessment
(FY 04/05)
Existing Levy Per
EDU
Proposed Annual Levy
Per EDU (FY 04/05)
Palm Gate
$5,934.00
$69.16
$160.38
The Glen
$4,424.00
$141.28
$276.48
Hovley Estates
$5,885.00
$256.72
$389.42
Sonata I
$6,046.00
$137.18
$321.18
Sandpiper West
$6,011.00
$352.14
$375.66
Sandpiper
Court
$6,057.00
$352.14
$378.56
La Paloma I
$5,897.00
$198.14
$368.58
Hovley West
$6,387.00
$287.16
$399.18
Sonata II
$11,429.00
$46.00
$121.56
Hovley
Collection
$11,905.00
$123.34
$313.28
Desert Mirage
$10,743.00
$71.32
$370.44
Kaufman &
Broad
$19,103.00
$57.24
$117.20
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