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Home My WebLink AboutRes 05-38 and 05-39 Initiate Proceedings Levy and Collect Assessments - Consolidated Landscape and lighting DistrictFY 2005/2006REQUEST: CITY OF PALM DESERT DEVELOPMENT SERVICES STAFF REPORT Approval to Initiate the Proceedings to Levy and Collect Annual Assessments and to Grant Preliminary approval of Engineer's Report for the Consolidated Palm Desert Landscape and Lighting District for Fiscal Year 2005/2006. SUBMITTED BY: Martin Alvarez, Senior Management Analyst DATE: May 26, 2005 CONTENTS: Resolution No. 05-38 Resolution No. os_iq Table 1, Summary of Annual Levies Preliminary Engineer's Report Recommendation: Waive further reading and adopt: 1. Resolution No. 05-38 initiating the proceedings for the levy and collection of annual assessments for the Palm Desert Consolidated Landscape and Lighting District for Fiscal Year 2005/2006. 2. Resolution No. 05-39 declaring the intent to levy and collect annual assessments for the Palm Desert Consolidated Landscape and Lighting District, and granting preliminary approval of the Engineer's Report for Fiscal Year 2005/2006. Executive Summary: The attached resolutions initiate the process to levy and collect annual assessments for 35 existing landscape and lighting districts, and grants preliminary approval of the Engineer's Report. The Engineer's Report establishes and details the annual budgets and method of appropriation for all districts for Fiscal Year 2005/2006. This year's cost of living adjustment of 3 percent has been applied to each district's budget. If the attached resolutions are approved, a public hearing will be scheduled for June 23, 2005, to approve the Final Engineer's Report and to order the levy and collection of assessments for Fiscal Year 2005/2006. Staff recommends that the City Council approve the attached resolution. Staff Report Consolidated Landscape and Lighting District FY 2005/2006 Page 2 May 26, 2005 Discussion: The City of Palm Desert administers 32 individual landscape and lighting districts, referred to as the Palm Desert Consolidated Landscape and Lighting District. These districts were established to pay for the maintenance of perimeter landscaping and streetlighting benefiting individual residential subdivisions. Each year the City must initiate proceedings to levy and collect annual assessments from each district. An Engineer's Report must be prepared detailing the proposed budget for each district and the method of appropriation. The attached Engineer's Report includes budgets for all 32 districts, and attached Table 1 summarizes each district's levy. This year's cost of living adjustment 3 percent has been applied to each district. In July of 2004, sixteen districts approved an increase to their annual levy. In exchange, the City agreed to renovate the districts with water efficient landscaping and irrigation. The annual assessments approved last year will be sufficient to pay for the maintenance and utilities after renovation. During the last fiscal year the City has provided maintenance to all districts, including those that were anticipated to be completely renovated. Those districts that were approved for renovation, staff provided a minimum level of service to maintain the districts in an acceptable and safe condition. Any assessments that were not expended during this fiscal year will be place in the district's reserve fund. Reserve funds can only be spent on the applicable district and are set aside for emergency repairs or required upgrades. The City is currently out to bid for renovation of these districts. Bids will be opened on June 7, 2005. Approval of a contract to the lowest responsive bidder will be presented to the City Council on June 23, 2005, and construction will begin in July of 2005. Once the districts are renovated, full service will be re-established for all renovated districts. Submitted By: , �J Department)ead: Martin Alvarez Senior Management Analyst Approval: Carlos L. Ort City Manager a Homer Croy ACM for Development Services aiN Paul Gibson Director of Finance RESOLUTION NO. 05_1s A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, DECLARING ITS INTENTION FOR THE LEVY AND COLLECTION OF ASSESSMENTS FOR THE CONSOLIDATED PALM DESERT LANDSCAPING AND LIGHTING DISTRICT FOR FISCAL YEAR 2005/06 AND PRELIMINARY APPROVAL OF THE ENGINEER'S REPORT The City Council of the City of Palm Desert (hereafter referred to as the "City Council") does resolve as follows: WHEREAS, The City Council pursuant to provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the Califomia Streets and Highways Code (commencing with section 22500) (hereafter referred to as the "Act") did by previous resolution, order the preparation of an Engineer's Report (hereafter referred to as the "Report") for the District known and designated as the Consolidated Palm Desert Landscaping and Lighting District (hereafter referred to as the "District"); WHEREAS, The City Council pursuant to provisions of the Act proposes to levy and collect assessments against lots and parcels of land within the various Zones of the District for the fiscal year 2005/06, to pay the maintenance, servicing and operation of the improvements related thereto; WHEREAS, MuniFinancial has prepared and filed a Report with the City Clerk pursuant to Section 22623 of the Act, and said Report has been presented to City Council and is hereby incorporated by reference; and WHEREAS, The City Council has examined and reviewed the Report as presented, and is preliminarily satisfied with the description of the District, the Zones and improvements identified therein, each of the budget items and documents as set forth therein, and is satisfied that the proposed assessments contained therein, have been spread in accordance with the special benefits received from the improvements, operation, maintenance and services to be performed within the District, as set forth in said Report or as modified by City Council action and incorporated herein. NOW, THEREFORE BE IT RESOLVED, by the City Council for the district, pursuant to Chapter 3, Section 22624 of the act, as follows: Section 1 The above recitals are true and correct. Section 2 Intention: The City Council hereby declares its intention to order the annual levy and collection of assessments within the District pursuant to the Act, over and including the land within the District boundary, and to levy and collect assessments on such land to pay the annual costs and expenses of the improvements and services described in Section 5 of this resolution, for fiscal year 2005/06. RESOLUTION NO.05-38 Section 3 The Report has been prepared and filed with the City Clerk. The City Clerk has presented to the City Council, a Report in connection with the proposed improvements, assessments, the levy and collection of assessments for fiscal year 2005/06 in accordance with Chapter 1, Article 4 of the Act, and is hereby approved, as required by Section 22623 of the Act, on a preliminary basis. Section 4 Boundaries and Designation: The description of the District boundary and the Zones therein are outlined in the Report and by reference is made part of this resolution. The District includes thirty-three (33) Benefit Zones and Sub -zones: Canyon Cove (Zone 2); Vineyards (Zone 3); Parkview Estates (Zone 4); Cook and Country Club (Zone 5) Sub -zones are Desert Mirage, Sandcastles, and Primrose 2; Hovley Lane (Zone 6) Sub -zones are Monterey Meadows, The Glen, Hovley Estates, Sonata I, Sonata II, Hovley Collection, La Paloma I, La Paloma II, La Paloma III, Sandpiper Court, Sandpiper West, Hovley Court West, Diamondback and Palm Court; Waring Court (Zone 7); Palm Gate (Zone 8); The Grove (Zone 9); Portola Place (Zone 11); Palm Desert Country Club (Zone 13); K & B at Palm Desert (Zone 14); Canyon Crest (Zone 15); and, Shepard Lane (Zone 16) Sub -Zones are College View Estates I, College View Estates II, Sundance East, Sundance West, Petunia I and Boulders. The District is designated as "Consolidated Palm Desert Landscaping and Lighting District." Section 5 Description of Improvements: Reference is hereby made to the Report for a detailed description of the improvements. The improvements within the District include but are not limited to: turf, ground cover, shrubs and trees, irrigation systems, street lighting, water features, entry monuments, drainage systems and all appurtenant facilities and operations related thereto. Section 6 Proposed Assessment Amounts: The proposed assessments are outlined in the Report. District Assessments are calculated in accordance with the method of apportionment established for the District and do not exceed the assessment rates and annual inflationary adjustment previously authorized by City Council and approved by the property owners in accordance with the provisions of the California State Constitution, Article XIIID. Section 7 Notice Of Public Hearing: The City Council hereby declares its intention to conduct a Public Hearing concerning the District, improvements, and the levy of assessments, in accordance with Chapter 3 of the Act. Notice is hereby given that a Public Hearing on these matters will be held by the City Council on June 23, 2005 at 4:00 P.M., or as soon thereafter as feasible in the City Hall 2 RESOLUTION NO. 05-38 Section 8 (Council Chambers), located at 73-510 Fred Waring Drive, Palm Desert, California. At the Public Hearing, all interested persons shall be afforded the opportunity to hear and be heard. Notice: The City shall give notice of the time and place of the Public Hearing to all property owners within the District by causing the publishing of this resolution once in the local newspaper not less than ten (10) days before the date of the public hearing, and by posting a copy of this resolution on the official bulletin board customarily used by the City Council for the posting of notices pursuant to the Act. For fiscal year 2005/06, no new or increased assessments are proposed and a mailing of a notice and ballot to property owners is not required. Section 9 The City Clerk is hereby authorized and directed to give notice of such hearing as provided by law. PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City Council, held on this day of , 2005, by the following vote, to wit: AYES: NOES: ABSENT: ABSTAINED: ATTEST: RACHELLE D. KLASSEN, City Clerk City of Palm Desert, California BUFORD A. CRITES, Mayor 3 RESOLUTION NO. 05-19 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, INITIATING PROCEEDINGS FOR THE LEVY AND COLLECTION OF ASSESSMENTS FOR THE CONSOLIDATED PALM DESERT LANDSCAPING AND LIGHTING DISTRICT FOR FISCAL YEAR 2005/06 The City Council of the City of Palm Desert (hereafter referred to as the "City Council") does resolve as follows: WHEREAS, The City Council through previous resolutions has formed and levied annual assessments for the Consolidated Palm Desert Landscaping and Lighting District (hereafter referred to as the "District"), pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code (commencing with section 22500) (hereafter referred to as the "Act") that provides for the collection of assessments by the County of Riverside on behalf of the City of Palm Desert to pay the maintenance and services of improvements related thereto; WHEREAS, The City Council desires to initiate proceedings for the levy and collection of annual assessments for the fiscal year 2005/06 for the landscape and lighting improvements and services that provide benefit to the properties within the District pursuant to the provisions of the Act; and WHEREAS, The City has retained MuniFinancial for the purpose of assisting with the Annual Levy of the District, including the preparation and filing of an Engineer's Report with the City Clerk in accordance with the Act. NOW, THEREFORE BE IT RESOLVED, by the City Council for the district, pursuant to Chapter 3, Section 22624 of the act, as follows: Section 1 The above recitals are true and correct. Section 2 The City Council hereby orders MuniFinancial to prepare and file with the City Clerk the Engineer's Report concerning the levy of assessments for the District for the fiscal year commencing July 1, 2005 and ending June 30, 2006 in accordance with Chapter 3, Section 22622 of the Act. Section 3 The improvements within the District include but are not limited to: turf, ground cover, shrubs and trees, irrigation systems, street lighting, water features, entry monuments, drainage systems and all appurtenant facilities and operations related thereto. The Engineer's Report shall provide a more detailed description of the improvements and services provided by the District and describes any new improvements or substantial changes of the improvements for which properties are assessed. Section 4 The City Council hereby determines that to provide the improvements generally described in Section 3 of this resolution and to be detailed 1 RESOLUTION NO. 05-39 in the Engineer's Report, it is necessary to levy and collect assessments within the District for fiscal year 2005/06 and said assessments shall be outlined and described in the Engineer's Reports and imposed pursuant to the provisions of the Act and the California Constitution Article XIIID. PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City Council, held on this day of , 2005, by the following vote, to wit: AYES: NOES: ABSENT: ABSTAINED: ATTEST: RACHELLE D. KLASSEN, City Clerk City of Palm Desert, California BUFORD A. CRITES, Mayor 2 Palm Desert Consolidated Landscape and Lighting District Annual Levy Fiscal Year 2005/2006 Table 1 District Units FY 05/06 Annual Levy Canyon Cove 225 $88.80 Vineyards 132 $63.88 Parkview Estates 172 $22.20 Desert Mirage 29 $381.52 Sandcastles 41 $52.20 Primrose II 37 $175.68 Mont. Meadows 40 $88.80 The Glen 16 $284.76 Hovley Estates 16 $401.04 Sonata I 16 $330.80 Sonata II 94 $125.20 Hovley Collection 38 $129.28 La Paloma I 16 $379.60 La Paloma II 16 $390.80 La Paloma III 15 $284.88 Sandpiper Court 16 $389.88 Sandpiper West 16 $386.88 Hovley West 16 $300.94 Diamondback 20 $382.72 Palm Court 20 $265.86 Waring Court 16 $340.38 Palm Gate 37 $72.14 The Grove 105 $209.12 Portola Place 23 $197.68 PD Country Club 1730 $20.80 Kaufman and Broad 163 $120.70 Canyon Crest 67 $157.74 College View Estate II 32 $392.20 Sundance West 32 $447.94 College View Estate I 32 $331.96 Petunia I 32 $294.68 Sundance East 14 $461.42 The Boulders 16 $326.70 Sundance West 32 $349.30 CITY OF PALM DESERT ENGINEER'S ANNUAL LEVY REPORT Consolidated Palm Desert Landscaping And Lighting District Fiscal Year 2005/06 INTENT MEETING: May 26, 2005 PUBLIC HEARING: June 23, 2005 MuniFinancial Corporate Office 27368 Via lndustria Suite 110 Temecula, CA 92590 Tel: (951) 587-3500 Tel: (800) 755-MUNI (6864) Fax: (951) 587-3510 Office Locations Anaheim, CA Lancaster, CA Los Angeles Regional Office Oakland, CA Phoenix, AZ Sacramento, CA Seattle, WA www.muni.com ENGINEER'S REPORT AFFIDAVIT Establishment of Annual Assessments forthe: Consolidated Palm Desert Landscaping and Lighting District City of Palm Desert Riverside County, State of California This Report identifies the parcels within the District and the relevant zones therein, as they e�usted 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 , 2005. MuniFinancial Assessment Engineer On Behalf of the City of Palm Desert By: Adina Vazquez, Project Manager District Administration Services By: Richard Kopecky RC.E.#16742 TABLE OF CONTENTS I. OVERVIE W ................................................................................................................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 ..................................................................17 A. General ..............................................................................................................17 B. BenefitAnalysis .................................................................................................17 C. Assessment Methodology .................................................................................19 D. Assessment Range Formula ............................................................................. 20 IV. DISTRIC'I' BUDGETS ........................................................................................ 22 A. Description of Budget Items ............................................................................ 22 B. District Budgets ............................................................................................... 25 APPENDIX A— DISTRICT BOUNDARY MAPS ...................................................... 58 APPENDIX B-- 2005/06 COLLECTION ROLL ........................................................ 59 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 I. Overview A. Introduction The City of Palm Desert (hereafter referred to as "Cit}�') 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 districu that previously e�risted within the City. The original districts and subsequent annexations of various temtories 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 Landsraping and LighCing Act cf 1972, Part 2� Diz,rsion 1 S�tlae Cali}�rnrria Stn�ts and Highzatr� Ccde (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 2005/06. The proposed assessments are based on the Cit�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 the expenditures, deficits, sutpluses, revenues, and reserves. 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. Each parcel within a Zone is assessed proportionately for only those improvements provided in that Zone from which the parcel receives special benefit. 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 methad 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 2005/06. The assessments as approved will be submitted to the Riverside County Auditor/Controller to be included on the property t� roll for each parcel for the fiscal year. MumFimndal Page 1 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 B. Compliance with the Current Legislation The Caty 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 ta�c roll for the fiscal year. The assessments described in this Report and subsequendy approved by the Caty Council have been prepared in accordance with the 1972 Act and in compliance with the provisions of the Cali_forrna Constihrtza� A�tide 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 e�sting Zones within the 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 assessmenu in order to maintain and service various improvements within the District. For Fiscal Year 2005/06, the District is comprised of thirty-three (33) separate benefit Zones, each funding specific improvements and services. The 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 C1ub — Desert Mirage Sub-zone (29 parcels) • Zone # 5 Cook and Country Club — Sandcastle Sub-zone (41 parcels) • Zone # 5 Cook and Country Club — Primrose 2 Sub-zone (37 parcels) • Zone # 6 Hovley Lane — Monterey Meadows Sub-zone (40 parcels) • Zone # 6 Hovley Lane — The Glen Sub-zone (16 parcels) • Zone # 6 Hovley Lane — Hovley Estates Sub-zone (16 parcels) • Zone # 6 Hovley Lane — Sonata I Sub-zone (16 parcels) M�� Page 2 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 • 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 HovleyLane — Sandpiper Court Sub-zone (16 parcels) • Zone #� 6 Hovley Lane — Sandpiper West Suh-zone (16 parceLs) • Zone # 6 Hovley Lane — Hovley Court West Sub-zone (16 parcels) � Zone # 6 Hovley Lane — Diamondback Sub-zone (20 parcels) • Zone # 6 Hovley Lane — Palm Court 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 C1ub (1,730 parcels) • Zone # 14 — K& B at Palm Desert (163 parceLs) • Zone # 15 — Canyon Crest (67 parcels) • Zone # 16 Shepard Lane — College View Estates II (32 parcels) • Zone # 16 Shepard Lane — Sundance West (32 parcels) • Zone # 16 Shepard Lane — College View Estates I(32 parcels) • Zone #1 16 Shepard Lane — Petunia l(32 parceLs) • Zone # 16 Shepard Lane — Sundance East (14 parcels) • Zone # 16 Shepard Lane — The Boulders (16 parcels) MwaFirarxial Pa� 3 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Repor[, Fiscal Year 2005/06 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 the expenditures, deficits, surpluses, revenues, and reserves. 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 the 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 instal�ed 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 improvemenu 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. MiauFrranaal Pa� 4 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 The following table lists the Zones and Sub-zones within the District and a surtunary of the parcels for Fiscal Year 2005/06. BENEFIT ZONES Zone Number zone # 2 Zone # 3 Zone # 4 Zone N 5 Sub-ZoneN 5 DM SulrZoneli 5 SC Su�ZoneN 5 PR Zone k 6 Sub-Zonell6 MM SulrZone# 6 HG Su(rZonei{ 6 HE Sub-Zone# 6 S 1 Sub-Zone# 6 S2 SutrZone�i 6 HC Sub-Zone/� 6 Ll SutrZone# 6 L2 Sub-Zone�i 6 L3 SulrZoneN 6 SP Su�ZoneN 6 SW SulrZone# 6 HW SulrZone/� 6 DB SuirZoneN 6 PC Zone H 7 Zone N 8 Zone N 9 Zone !! 11 Zone N 13 Zone N 14 Zone k 15 Zone il 16 Sub-Zone 1t 16 CV Sub-Zone k 16 SD Su6�Zone N 16 CVl SukrZone N 16 P1 Sub-Zone N 16 SE Su�Zone k 16 BD Zone Name Canyon Cove Vineyards Parkview Estates Cook & Countr}� Club: Desen Mirage Sandcastles Primrose 2 Hovley Lane: Monterey Meadows 'The Glen Hovley Estates Sonata I Sonata II Hovley Collection La Paloma I La Paloma II La Paloma III Sandpiper Court Sandpiper West Hovley Court West Diamondback Palm Courc Waring Coucc Palm Gate The Grove Portola Place Palm Desen Country C1ub K& B at Palm Desen Canyon Crest Shepard Lane: College View Estates II Sundance West College View Estates I Petunia l Sundance East The Boulders Total District Assessable Total Parcels Pac�els Total EBU 225 222 222.00 I ] 47 132 133.20 � 175 ]72 172.00 � 29 29 29.00 �}1 41 41.00 37 37 37.00 40 1G 17 1G 94 38 17 19 17 19 ]G 1G 22 24 1G 37 105 23 1,7G8 1G5 71 32 32 32 32 14 16 3,3G8 MsauFiraneial 40 IG 1G ]G 94 38 1G 1G 15 IG 1G iG 20 20 1G 37 ]05 23 1,730 1G3 G7 32 32 32 32 14 16 3,287 40.00 16.00 16.00 16.00 94.00 38.00 16.00 16.00 15.00 16.00 16.00 16.00 20.00 20.00 16.00 37.00 105.00 23.00 2,314.85 163.00 67.00 32.00 32.00 32.00 32.00 14.00 16.00 3,873.05 Page 5 Consolidated Palm Desen Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES The boundaries of each Zone, the location of improvements and special benefit received by the properties and properry 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 fertilizers and aeration of turf; trirruning 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 su�unarized in the Method of Apportionrr�ent section of this Report and are identified in the hudget 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 I�'ighway 74. The streets within the Zone include Ambrosia Street, Sweetbnuh 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 the streets within the Zone, the landscaped parkway along the East side of H'ighway 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. The interior local street lighting has been identified and allocated as 100% special benefit with no general benefit allocation. The parkway landscaping along I�'ighway 74 has been identified as lOQ% special benefit to the parcels within the Zone. However, it has been determuied 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 Sa (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 deternzined that the Caty 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. MrauFimra�al Page 6 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 Zone # 3 (Vineyards): Zone # 3 consists of the 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 I�ill Court, Masson Street, Krug Avenue, Sebastian Way, and San Pasqual Avenue/Rutledge Way. These parcels receive special benefiu 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 the 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 Carcle, Palmilla Circle, Mytsine 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 pravides no measurable general benefit to properties outside the Zone or to the public at large. To the e�ent 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 streetlighu 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 as 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. MzatiFiraneial Pa�e 7 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Repon, Fiscal Year 2005/06 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 1497/98 it was deterrnuled that the median landscaping in the Cook and Country Club area w�as 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, the 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 cosu of maintaining these improvemenu 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 cosu 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 e�st, therefore the Citywill move forward with the plans to renovate the improvemenu 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) • Palm Court (Tract 25373) MrauFiranaal Page 8 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 The parcels within each of the fourteen (14) Sub-zones of Zone 6(Hovley Lane) receive benefit from various improvements that were installed as part of the separate residential 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 HovleyLane 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 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, Diamondback Road, and Palm Court; landscaped parkways along Hovley Lane West, Monterey Avenue, Portola Avenue and landscaped retention basins located within Hovley Estates, Hovley Collecrions, 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, the street lighting facilities have been identified as tract specific streetlights. To the extent that some streetlights associated with the Glen, Sonata I and Hovley West Sub-zones are located on the perimeter of the development and provide direct illumination to parcels outside the subdivision, a portion of the maintenance cosu fifteen percent (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 these Sub-zones. Similarly, it has been determined that a portion of the parkway landscape improvements associated with the Glen, Sonata I and Hovley West Sub-zones provide a general benefit to properties outside of these Sub-zones. Therefore, fifteen percent (1S%) 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 2004/2005 for an increase in their maximum assessm�ent 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 MwaFiraraal Pa� 9 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 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. In Fiscal Year 2004/2005 the Palm Court Sub-zone was annexed to Zone 6 through property owner protest hearing proceedings. Upon conclusion of a noticed Public Hearing, it was deternuned that a majority protest did not e�st. Upon review of the specific improvements associated within this Sub-zone, benefit conveyed to other properties or to the public at large (general benefit) has been determined by comparison to be incidental. Therefore, the costs of the on-going operation and maintenance of the improvements have been identified and apportioned 100% as a special benefit to the parcels within the Sub- zone. 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 costs 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 Cu-cle, 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 Canyr�n Road and Coral Bells Circle, Daylily Carcle, 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 e�risting landscape improvements the property owners in Zone 8 were balloted in Fiscal Year 2004/05 for an MaariFim�xiul Pabe 10 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Repon, Fiscal Year 2005/06 increase in their maximum assessment rates. Majoriry 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 e�usting 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. 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 Cany�n 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 Canyen Road, and interior landscaping, including an entryway median, parkway landscaping and palm tree trirruiung 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 trimmul� is budgeted separately as this service is not covered under the regular maintenance contract the City has with its landscape contractor. However, like other landscape maintenance within the Zone this service benefits only the properties within the Zone and has been identified as 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 the 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. MaauFiraraal Page 11 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 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 Cary dated Apri14, 1994, the developer (sole owner of the property at that time) requested inclusion of the parcels cvithin 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. Although the assessmenu 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 assessmenu will require property owner ballot proceedings. Zone # 13 (Palm Desert Country Club): Zone 13 is located generally South of Hovley Lane East, North of Fred Waring Drive, West of Warner Trail, and West of Washington and is commonly referred to as the Palm Desert Country Club area. The parceLs within this Zone receive special benefits from the 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 Caty 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 Gty, 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 properry owner ballot proceeding was conducted to approve the e�risting 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. MurriFirarxial Pa�e 12 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 In Fiscal Year 1999/00, properry 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. Properry owners were balloted for an amount sufficient to cover the actual Zone expenses, although a portion of the e�usting 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. The street lighting and landscape improvements assessed within this Zone clearly provide special benefiu to properties within the Zone. It has been deterinined 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 landscapin� 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 Ponola 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/OS for an increase in their maximum assessment rates. Majority protest did not e�ust, 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 H'igh School. This Zone was established and aruiexed to the District on March 11, 1999 pursuant to the Act and a properry owner ballot proceeding. These parcels receive special benefit from the operation and maintenance of Iandscaped parkways along the east side of Deep Canyon Road from Magnesia Falls (Whitewater River Channe�, south to the end of the development (appro�umately 100 feet north of Buttonwood Drive); perimeter landscaping along the Whitewater River Cliannel (the MwvFimnaal Page 13 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 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 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 n�imum assessment. Zone # 16 (Shepard Lane): Zone # 16 consists of six (6) separate residential subdivisions identified as Sub-zones. These six Sub-zones are known and identified as College View Estates I(Tract 29444), College View Estates II (Tract 30087), Sundance West (Tract 30216), Sundance East (Tract 30503), Petunia l(Tract 30025), and Boulders (Tract 30030). Each of these Sub-zones has specific local improvements maintained by the District that were installed as part of these residential developments. There are several residential subdivisions within the area known as Shepherd Lane. The parcels within each of the s� (6) Sub-zones of Zone 16 (Shepard Lane) receive benefit from various improvemenu that were installed as part of the separate residential developments and are specific to each tract and subdivision. Perimeter landscaping for the Shepherd Lane residential developments includes parkway/perimeter landscaping on the west side of Portola Avenue between Frank Sinatra Dive and Gerald Ford Drive, as well as landscaping on the north side of Frank Sinatra Drive and the south side of Gerald Ford Drive on either side of Shepherd Lane. These improvements benefit the property development within the Shepherd Lane area and each residential subdivision is assessed a proportional share of the costs associated with these landscaped areas as well as specific in-tract improvements. Specific in-tract improvements include: Sub-Zone College V'iew Estates I: • This Sul�zone's proportional benefit of parkway/perimeter landscaping along the west side of Portola Avenue adjacent to the residential subdivision (generally between Frank Sinatra Dive and Gerald Ford Drive); • Parkway landscaping along both sides of Shepherd Lane adjacent to the residential subdivision (generally between Frank Sinatra Dive and Gerald Ford Drive); • 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. MtaaFirarzial Pa� 14 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 Sub-Zone College View Estates II: • This Sub-zone's proportional benefit 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. Sub-Zone Sundance Wes� • Two landscape easements located on the west side of Shepherd Lane at Kokopelli Carcle. � Two landscape easemenu located on the west side of Shepherd Lane at Chinook Circle. • Parkway landscaping along Shepherd Lane adjacent to the residential subdivision. Specifically the parkw�ay area on the west side of Shepherd Lane which e�rtends the length of Tract 30216; • 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. Sub-Zone Sundance Eas� •'I1iis Sub-zone's proportional benefit of perimeter/parkway landscaping on the west side of Portola Avenue between Frank Sinatra Dive and Gerald Ford Drive associated with the development; • Parkuray landscaping on Shepherd Lane adjacent to the residential development installed as part of the development of properties therein. • Street lights within and adjacent to the residential subdivision. Sub-Zone Petunia l: • Three landscape easements identified as the parkway landscaping on the east side of Shepherd Lane adjacent to the tract north and south of East Petunia Place and the parkway landscaping easement on the west side of Portola Avenue adjacent to the tract. • Two landscape easements identified as the parkway landscaping on the west side of Shepherd Lane adjacent to the tract north and south of West Petunia Place. Sub-Zone The Boulders: • Parkway landscaping on Shepherd Lane adjacent to the residential development installed as part of the development of properties therein; MuruFimnaal Page 15 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 • This Sub-zone's proportional benefit of parkway/perimeter landscaping on the west side of Portola Avenue between Frank Sinatra Dive and Gerald Ford Drive, as well as landscaping on the north side of Frank Sinatra Drive and the south side of Gerald Ford Drive on either side of Shepherd Lane. • Street lights within and adjacent to the residential subdivision. It has been determined upon review of the specific improvements, that a portion of the street lighting and parkway landscape improvements associated with the College View Estates I, College View Estates II, Sundance East, and Petunia l Sub-zones provide some general benefit to properties outside of these Sub-zones. These improvements include the parkway/perimeter maintenance along Portola Avenue. A portion of the maintenance costs up to fifteen percent (15%) have been identified by the Caty as a general benefit component and has been removed from the assessments and will be funded from other sources. The improvements associated with the rema;ning Sub-zones provide no measurable general benefit to properties outside the Zone or to the public at large, and therefore, their specific local landscaping improvemenu and the corresponding assessments have been identified entirely as a special benefit to parcels within the Sub-zones. M�uFimncial Page 16 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 III. Method of Apportionment A. General The 1972 Act pernuts 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: �. r,�i � r� . :i �i�� .i .. - � i � , r• .ii• �� :i i. / i / // 1 i / // w .J i I� i/ i I' ,� i i w i/' /'4 I /i fi / /'11 /' I � i/ /' ' d / /' :I' :/ / 'r I I I' I Ii Ii I� ./ I ' ' / 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 requ.irements 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 has 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 benefiu". 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. 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 installed as part of the original development of the parcels within the Zones or were later ,,., .,,,., Page 17 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 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 improverr�nts provided by the District may include landscaped medians, parkways, entryways, slopes and appurtenant facilities. Street lighting improvements mayinclude eneigy 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 satisfactorycondition. 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 o�rygenation and attenuating noise. The special benefits of street lighting are the convenience, safery, 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 cruninal acts and damage to improvemenu or property. • Improved traffic circulation and reduced nighttime accidents and personal properryloss. • Increased promotion of business during nighttime hours in the case of commercial properties. MtaaFimrxral Page 18 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 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 Cit�s General Fund, it was determined that the e�sting 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 determuiation it should be noted that 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 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-familyhome as the basic unit of assessment. A single familyhome equals one Equivalent Benefit Unit (EBL�. Every other land use is converted to EBUs based on an assessment formula that equates the propert�s specific development status, type of development (land use), and size of the property, as compared to a single-familyhome (SFR). The EBU method of apportioning benefit is typicallyseen 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. MrnvFiraraal Page 19 LAND USE /EQUIVALENT BENEFIT U1�1ITS (Zone 13) Property Type Commercial Residential and Commercial Vacant Single Family Residential -- -- Condominiums -- — Single Family Vacant Lot -- — - Exempt - --- Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 Land EBU Use Type Multiplier to Code Factor Calculate EBU GOM VAC SFR CON SFV NON 6.00 0.30 1.00 0.80 1.00 -- 0.00 Acreage Acreage Uniu Unirs Lot Parcels 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 (EBL� tables. Each parcel's EBU correlates the parcel's special benefit received as compared to the other parcels in the Zone. Parcel Type EBUx Acres or Units = Parcel EBU Total Balance to Lezry in Zone / Total EB U in Zone = Levy per EB U Levy perEBUx Parcel EBU = Parcel Levy Amount D. Assessment Range Formula Any new or increase in assessmenu, 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 e�sting 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 the 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 inflationary adjustment to the assessment amounts without requiring costly noticing and mailing procedures, which would be added to the District costs and assessments. MaadFira�al Pa� 20 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 If the proposed assessment is less than the maxirnum 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 (Q'I), 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 Q'I on January 1, of each year and the Q'I 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 Q'I. 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 Caty Council for dete��ning fluctuations in the cost of living. If Q'I is less than three percent (3.0%), then the allowable adjustment to the maximum assessment for each Zone may be by Q'I, or a lesser percentage. If Q'I 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 do 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 2005/06, the Bureau of Labor Statistics has established Q'I at 3.66% for the January 2004 to January 2005 period. Therefore, the previous maximum assessment for each Zone within the District has been adjusted by 3.00% to establish the current maximum assessment allowed. MauvFirarxial Page 21 Consolidated Palm Desen Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 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 trirYuriing 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. Speciall3istrict Serzdces — 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 drywells, 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: Mza�iFirancial Page 22 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 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 —'11iis is the cost to the Zone for the County to collect District assessmenu on the properry tax bills. County Per Parcel Fee —'This is the cost to each Zone for the County to collect assessments on the properry 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: - Tlae ad�rristratize cnsts of the District a� l� by ead� Za� in prr�vortio�z to tlae aggr�xte cr�sts gf�th� ermi� Dzst�icx Casts yrlat�l to dir�t adrrayristratzaz a� ider� as exerr�� eneral arxl sp�ial l�r�rts in th�e sa� p�r��orttmt as tlae l�r�fit jir�ding far tlae Di�ct SeMice cnsts. A IZ crzsts n�ata� to tlae ler�' � assessrr�nts suoh as c�y f�s anel mrnracz adnanistratr,an are applia:� to ead� Za� n�zrdless gFarcy �i �'�� (� �"� �i)• �II�i1`i:�:��T:`;i�.�]�:��A Reserz� 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 appro�mately 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 Rez.�nues /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. MwnFimncial Page 23 Consolidated Palm Desert Landscaping and Lighting Maintenance Assessment District Engineer's Report, Fiscal Year 2005/06 Total Parcels Leuied — 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 Equiuxlent Beneftt Unit (EBI1� — Equivalent Benefit Unit (EBL� 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 the parcel EBUs that receive special benefiu from the improvements. Levy per EB U— 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 I.evy, bythe sum of the Zone EBUs, for the fiscal year. MznvF'imnaal Page 24 B. District Budgets TABLE N ZONE 2 CANYON COVE ZONE 02 CANYON COVE Total Budget DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairsi Materials/Equipment� Tree Prunuig Street Lighting Special District Services Annual Direct Costs (Subtotal� Renovation/Capital Improvement Expenditures Total Direct Costs ADMIIVISTRATION COSTS District Adnunistration 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 Beguuung Reserve Balance Reserve Account Activiry Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% $25,000 32,000 1,852 8,829 250 0 67,931 0 67,931 General Benefit $1,898 2,429 141 G70 0 0 5,138 0 5,138 Special Benefit $23,102 29,571 1,711 8,159 2�0 0 62,793 0 62,793 6,971 529 G,442 25 0 2� 36 0 36 7,032 529 6,503 74,963 �,667 G9,296 0 0 0 (55,249) (5,667) (49,582) 0 0 0 19,714 0 19,714 225 222 222.00 $88.80 0 0 0 86.2173 $88.8038 Msaa'Firanaal Pa�r 25 TABLE IV ZONE 3 VINEYARDS ZONE 03 VINE YARDS DIRECT COSTS Mauitenance Costs Landscape Utilities Landscape E�ctras (Repaus/Materials/Equipment) Tree Prurung Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMINISTRATION COSTS District Administration Counry Administration Fee CountyPer 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 Begiruzing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 C�I Applied: 3.00% Total Budget �3,000 1,100 1,000 400 700 0 6,200 0 6,200 1,�73 2� 21 1,619 7,819 689 0 0 8,508 General Benefit SO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Special Benefit $3,000 1,100 1,000 400 700 0 6,200 0 6,200 1,573 25 21 1,619 7,819 689 0 0 8,508 1�7 132 133.20 $63.88 2,161 G89 2,850 62.0194 $63.8800 MsaaFimnaa! Page 26 � TABLE IV ZONE 4 PARKVIEW ESTATES ZONE 04 PARKVIE W ESTATES Total Budget DIRECT COSTS Maintenance Costs Landscape Lhilities Landscape Extras (Repairs/MateriaLs/Equipment) Tree Pnuung Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Totall}irect Costs ADMINISTRATION COSTS District Administration CountyAdmuustration 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 $alance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maxirnum Assessment Rate Prior Year 2004/OS Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% MurcFirandal 30 0 0 0 2,�00 0 2,500 0 2,500 1,417 25 28 1,470 3,970 112 (264) 0 3,818 General Benefit �a0 0 0 0 2�0 0 250 0 250 Special Beneiit SO 0 0 0 2,250 0 2,250 0 2,250 142 1,275 0 25 0 28 142 1,328 264 3,578 0 112 (264) 0 0 0 0 3,818 175 172 172.00 $22.20 1,749 112 1,8G1 21.5657 $22.2128 Pa� 27 TABLE IV ZONE 5 DESERT MIRAGE ZONE 05 DESERT MIRAGE 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 Total Budget $�,520 2,300 �50 1,302 450 0 10,122 0 10,122 General Benefit Special Benefit ADMINISTRATION COSTS District Admuvstration County Administration Fee County Per Parcel Fee Administration Costs (Subtotal) LE VY 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 Beguuung Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/OS Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% $828 34� 83 195 68 0 1,519 0 1,519 54,G92 1,955 4G8 1,107 383 0 8,604 0 8,604 1,393 209 1,184 10 2 9 G 1 5 1,409 212 1,198 11,531 1,541 9,990 1,263 189 1,074 (1,730) (1,730) 0 0 0 0 11,064 0 11,064 29 ?9 29.00 $381.52 977 1,074 2,0�1 370.4400 $381.5532 MradFiranrral Page 28 TABLE IV ZONE 5 SANDCASTLES ZONE OS SANDCASTLES Total Budget DIRECT COSTS Maintenance Costs Landscape LJtilities Landscape Extras (Repairs/Materials/Equipment) Tree Pnuung Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMIIVISTRATION COSTS District Administration County Administration Fee County Per Parcel Fee Administration Costs (Subtotal) LE VY 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 Begiruung Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% MwtiFiranrial $0 0 0 0 1,100 0 1,100 0 1,100 769 2� 7 801 1,901 239 0 0 2,140 General Benefit SO 0 0 0 0 0 0 0 0 � � L; � 0 0 0 0 0 Special Benefit SO 0 0 0 1,100 0 1,100 0 1,100 769 2� 801 1,901 239 0 0 2,140 41 41 41.00 $52.20 104 239 343 50.6974 $52.2183 Page 29 TABLE IV ZONE 5 PRIMROSE 2 ZONE OS PRIMROSE 2 DIRECT COSTS Maintenance Costs Landscape Utilities Landscape E�ras (Repairs/Materials/Equipment) Tree Pnuung Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement E�cpenditures Total Direct Costs ADMIIVISTRATION COSTS District Admuvstration County Administration Fee County Per Parcel Fee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reserve Collection/(Transfe�) 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 Begiiuiing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/OS Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% Total Budget $2,150 750 375 450 150 0 3,875 0 3,875 1,0(6 25 G 1,097 4,972 1,�28 0 0 6,500 General Benefit $0 0 0 0 0 0 0 0 0 Special Benefit $2,1 �0 750 375 450 1�0 0 3,875 0 3,875 0 1,OGG 0 25 0 6 0 1,097 0 4,972 0 1,528 0 0 0 0 0 6,500 37 37 37.00 $175.68 1G8 1,528 1,696 170.5639 $175.6808 MtrruFimndal Page 30 TABLE N ZONE 6 HOVLEY LANE MONTEREY MEADOWS ZONE 06 MONTEREYMEADOWS Total General Budget Benefit DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Pnuiing Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement E�enditures Total Direct Costs ADMIIVISTRATION COSTS District Administration Counry Administration Fee County Per Parcel Fee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reserve Collection/(Transfe�) 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 M�imum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% $796 316 350 430 400 0 2,292 0 2,292 843 2� 6 874 3,166 386 0 0 3,552 $0 0 0 0 0 0 0 0 0 Special Benefit �796 316 350 430 400 0 2,292 0 2,292 0 843 0 25 0 6 0 874 0 3,166 0 386 0 0 0 0 0 3,552 40 40 �0.00 $88.80 770 386 1,156 86.2177 $88.8042 MsaaFimnrial Pa� 31 TABLE N ZONE 6 HOVLEY LANE THE GLEN ZONE O6 THE GLEN 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� LE VY 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 Beginnuig Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Ma�rimum Assessment Rate Prior Year 2004/OS Maximum Assessment Rate FY 2005/06 CPI Applied: 3.00% Mw�iFiranaal Total Budget $1,980 825 400 693 0 0 3,898 0 3,898 General Benefit S297 124 60 104 0 0 585 0 585 Special Benefit $1,683 701 340 �89 0 0 3,313 0 3,313 8�2 128 72� 2 0 2 3 0 3 857 128 729 4,75� 63G 4,119 �14 77 437 (713) (713) 0 0 0 0 4,556 0 4,556 16 1G 16.00 $284.76 402 437 839 276.4800 $284.7744 Pa�r 32 . TABLE IV ZONE 6 HOVLEY LANE HOVLEY ESTATES ZONE 06 HOVLEY ESTATES Total General Budget Benefit DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (R�pairs/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 Acimin. Costs Reserve Collection/(Transfeis) 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 RE SE RVE INFORMATION Beginning Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% $2,550 1,062 450 �7� 1�0 0 4,787 0 4,787 898 2 3 903 5,690 727 0 0 6,417 $0 0 0 0 0 0 0 0 0 Special Benefit S2,5�0 1,0G2 450 57� 150 0 4,787 0 4,787 0 898 0 2 0 3 0 903 0 5,G90 0 727 0 0 0 0 0 6,417 17 1G 16.00 $401.04 881 727 1,608 389.4200 $401.1026 U .=��- -� i � � i Page 33 TABLE N ZONE 6 HOVLEY LANE SONATA I ZONE 06 SONATA I 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 E�cpenditures Total Direct Costs ADMIIVISTRATION 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 Beguuung Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% u .=i-'- -i: r.•_ Total Budget $2,411 1,004 450 594 150 0 4,609 0 4,609 908 2 3 913 5,522 599 (828) 0 5,293 General Benefit �3G2 151 68 89 23 0 691 0 691 Special Benefit 52,049 853 383 �0� 128 0 3,918 0 3,918 136 772 0 2 0 3 136 777 738 4,784 90 509 (828) 0 0 0 0 5,293 1G 1G 16.00 $330.80 0 �99 599 321.1800 $330.8154 Pa� 34 TABLE IV ZONE 6 HOVLEY LANE SONATA II ZONE 06 SONATA II Total General Budget Benefit DIRECT COSTS Maintenance Cosu Landscape Utilities Landscape Extras (Repaus/Materials/Equipment) Tree Pruning Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs �54,637 1,932 550 1,4�8 250 0 8,827 0 8,827 $0 0 0 0 0 0 0 0 0 ADMINISTRATION COSTS District Administration County Administration Fee County Per Parcel Fee Administration Costs (Subtotal) LE VY BREAKDOWN Total Direct and Admin. Costs Reserve Collection/(Transfers) Other Revenues/General Fund Contribution Capital Improvement Project Gollection/(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 Activiry Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% 1,588 2 19 1,609 10,436 1,333 0 0 11,769 Special Benefit �4,637 1,932 �50 1,458 250 0 8,827 0 8,827 0 1,588 0 2 0 19 0 1,609 0 10,43G 0 1,333 0 0 0 0 0 11,769 94 94 94.00 $125.20 1,189 1,333 2,522 121.5600 $125.2068 MwriFirandal Page 35 TABLE IV ZONE 6 HOVLEY LANE HOVLEY COLLECTION ZONE 06 HOVLEY COLLECTION Total General Budget Benefit DIRECT COSTS Mauitenance Cosu 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) LE VY 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 Ma�cimum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% $1,670 1,200 100 300 2�0 0 3,520 0 3,520 1,382 2 8 1,392 4,912 0 0 0 4,912 $0 0 0 0 0 0 0 0 0 Special Benefit $1,G70 1,200 100 300 250 0 3,520 Q 3,520 0 1,382 0 2 0 8 0 1,392 0 4,912 0 0 0 0 0 U 0 4,912 38 38 38.00 $129.28 846 0 84G 125.5262 $129.2856 M�� Page 36 TABLE IV ZONE 6 HOVLEY LANE LA PALOMA I ZONE 06 LA PALOMA I Total General Budget Benefit DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Prunuig Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement E�enditures Total Direct Costs $2,424 1,010 450 450 150 0 4,484 0 4,484 $� 0 0 0 0 0 0 0 0 ADMINISTRATION COSTS District Admuvstration 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 Begiiuiing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/OS Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% 898 2 3 903 5,387 687 0 0 6,074 Special Benefit S2,424 1,010 4�0 4�0 150 0 4,484 0 4,484 0 898 0 2 0 3 0 903 0 5,387 0 687 0 0 0 0 0 6,074 17 16 16.00 $379.60 �36 687 1,223 368.5800 $379.6374 MwuFiranaal Pa�e 37 TABLE IV ZONE 6 HOVLEY LANE LA PALOMA II ZONE 06 LA PALOMA II 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 E�enditures 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/('I'ransfers) Balance to Lery DISTRICT STATISTICS Total Parcels Total Parcels Levied Total Equivalent Benefit Units Levy per EBU RESERVE INFORMATION Begituiing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/OS Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% Mr�rnFirancral Total General Special Budget Benefit Benefit $2,G10 983 450 405 150 0 4,598 0 4,598 �0 0 0 0 0 0 0 0 0 �2,610 983 450 405 150 0 4,598 0 4,598 933 25 3 961 5,559 694 0 0 6,253 0 933 0 25 0 3 0 961 0 5,559 0 694 0 0 0 0 0 G,253 19 1G 16.00 $390.80 895 694 1,589 379.4260 $390.8089 Pa� 38 TABLE IV ZONE 6 LA PALOMA III ZONE 06 LA PALOMA III DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/MateriaLs/Equipment) Tree Prunuig Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMINISTRATION COSTS District Administration County Administration Fee CountyPer 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 Begiruung Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% Total Budget � 1,452 690 350 350 150 0 2,992 0 2,992 783 2� 3 810 3,802 471 0 0 4,273 General Benefit SO 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Special Benefit $1,452 690 350 350 150 0 2,992 0 2,992 783 2� 3 810 3,802 471 0 0 4,273 17 15 15.00 $284.88 636 471 1,107 276.6135 $284.9119 MwriFimnaal Page 39 TABLE IV ZONE 6 SANDPIPER COURT ZONE 06 SANDPIPER COURT Total General Budget Benefit DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Pnuung Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMIIVISTRATION COSTS District Admuustration County Administration Fee County Per Parcel Fee Administration Costs (Subtotal) LE VY 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 Beguuung Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% MwriFiranrial 52,124 1,310 450 585 150 0 4,619 0 4,619 �0 0 0 0 0 0 0 0 0 Special Benefit �2,124 1,310 450 58� 150 0 4,619 0 4,619 908 2 3 913 5,532 706 0 0 6,238 0 908 0 2 0 3 0 913 0 5,532 0 706 0 0 0 0 0 6,238 19 1G 1 G.00 $389.88 »1 7Q6 1,2�7 378.5600 $389.9168 Page 40 TABLE IV ZONE 6 SANDPIPER WEST ZONE 06 SANDPIPE R WE ST Total General Budget Benefit DIRECT COSTS Maintenance Casts Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Pnuung Street Lighting Special District Services Annuall}irect Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs �2,124 1,310 450 543 1�0 0 4,577 0 4,577 �0 0 0 0 0 0 0 0 0 ADMI1vISTRATION COSTS District Administration County Administration Fee CountyPer 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 Beguuiuig Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% MwvFirana�rl 908 2 3 913 5,490 700 0 0 6,190 0 0 0 0 0 0 0 0 0 Special Benefit S2,124 1,310 4�0 543 150 0 4,577 0 4,577 908 2 3 913 5,490 700 0 0 6,190 1G 16 1 G.00 $386.88 546 700 1,246 375.6600 $386.9298 Page 41 TABLE IV ZONE 6 HOVLEY WEST ZONE 06 HOVLEY WEST Total Budget DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Pnuung Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Totall}irect 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 Begiruiing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2003/04 Maximum Assessment Rate FY 2004/05 Q�I Applied: 3.00% �2,300 800 707 550 300 0 4,657 0 4,657 1,003 2 3 1,008 General Benefit $345 120 106 83 4� 0 699 0 G99 1�0 0 0 150 Special Benefit 51,9�� 680 GO1 4G7 2�� 0 3,958 0 3,958 853 ? 3 858 5,G65 850 4,815 0 0 0 (850) (850) 0 0 0 0 4,815 0 4,815 16 1G 1 G.00 $300.94 100 0 100 292.2273 $300.9941 MzaaFirarxial Page 42 TABLE IV ZONE 6 DIAMONDBACK ZONE 06 DIAMONDBACK Total Budget DIRECT COSTS Maintenance Costs Landscape Utilities Landscape E�ctras (Repai�/Materials/Equipment) Tree Prunu�g Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement E�enditures Total Direct Costs ADMIIVISTRATION COSTS District Administration County Administration Fee County Per Parcel Fee Administration Costs (Subtotal) LE VY 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 Beguinuig Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT TNFORMATION Maximum Assessment Rate Girrent Year 2004/OS Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% ..� $2,000 400 300 200 150 0 3,050 0 3,050 1,106 25 4 1,134 4,184 3,470 0 0 7,654 General Benefit �0 0 0 0 0 0 0 0 0 Special Benefit $2,000 400 300 200 150 0 3,050 0 3,050 0 1,106 0 2� 0 4 0 1,134 0 4,184 0 3,470 0 0 0 0 0 7,654 22 20 20.00 $382.72 1,485 3,-170 4,9» 371.6134 $382.7618 Page 43 TABLE N ZONE 6 PALM COURT ZONE 06 PALM COURT Total Budget DIRECT COSTS Maintenance Costs Landscape Utilities Landscape E�ctras (Repairs/MateriaLs/Equipment) Tree Prunuig Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMINISTRATION COSTS District Administration County Administration Fee CountyPer Parcel Fee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reserve Collection/('Transfecs) Other Revenues/General Fund Contribution Capital Improvement Project Collection/(Transfe�) Balance to Levy DISTRICT STATISTICS Total Parcels Total Parcels Levied Total Equivalent Benefit Units Levy per EBU RESERVE INFORMATION Begiiuiing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Czurent Year 2004/05 Maximum Assessment Rate FY 2005/06 Mta�iFimnriul $2,000 500 400 200 150 0 3,250 0 3,250 1,057 25 3 1,085 4,335 982 0 0 5,317 General Benefit $0 0 0 0 0 0 0 0 0 Special Benefit �2,000 500 400 200 150 0 3,250 0 3,250 0 1,057 0 25 0 3 0 1,085 0 4,33� 0 982 0 0 0 0 0 5,317 24 20 20.00 $265.86 0 982 982 N/A $265.8636 Pa� 44 TABLE N ZONE 7 WARING COURT ZONE 07 WARING COURT Total Budget 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 CountyPer 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 Uniu Levy per EBU RE SE RVE INFORMATION Beginning Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% $2,810 600 400 400 0 0 4,210 0 4,210 993 25 3 1,021 5,231 1,000 (785) 0 5,446 General Benefit �0 0 0 0 0 0 0 0 0 Benefit $2,810 600 400 400 0 0 4,210 0 4,210 0 993 0 25 0 3 0 1,021 0 5,231 0 1,000 0 (785) 0 0 0 5,446 16 1G 16.00 $340.38 1,24G 1,000 2,2�G 424.4635 $437.1974 M�� Pa� 45 TABLE N ZONE 8 PALM GATE ZONE 08 PALM GATE DIRECT COSTS Maintenance Costs Landscape Utilities Landscape E�ctras (Repaus/Materials/Equipment) Tree Pruning Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement E�enditures Total Direct Costs ADMINISTRATION COSTS District Administration County Administration Fee CountyPer Parcel Fee Administration Costs (Subtotal) LE VY BREAKDOWN Total Direct and Admin. Costs Reserve Collection/(Transfers) Other Revenues/General Fund Contribution Capital Improvement Project Collection/(Transfeis) Balance to Levy DISTRICT STATISTICS Total Parcels Total Parcels Levied Total Equivalent Benefit Units Levy per EBU RE SE RVE INFORMATION Beginning Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% Total General Budget Benefit �750 300 300 0 300 0 1,650 0 1,650 $0 0 0 0 0 0 0 0 0 Special Benefit �750 300 300 0 300 0 1,650 0 1,650 987 0 987 25 0 25 7 0 7 1,019 0 1,019 2,669 0 2,GG9 0 0 0 0 0 0 0 0 0 2,669 0 2,669 37 37 37.00 $72.14 1,011 0 1,011 70.3990 $72.5110 MwpFiraraal Pa� 46 TABLE IV ZONE 9 THE GROVE ZONE 09 THE GROVE DIRECT COSTS Maintenance Costs Landscape LJtilities Landscape Extras (Repa.irs/Materials/Equipment) Tree Pnuung Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMINISTRATION COSTS District Admuustration 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 2004/05 Ma�umum Assessment Rate FY 2005/06 Q'I Applied: 3.00% Total Budget 58,000 2,800 1,600 �,100 2,000 0 19,500 0 19,500 2,415 25 17 2,457 21,957 0 0 0 21,957 General Benefit $0 0 0 0 0 0 0 0 0 Special Benefit $8,000 2,800 1,600 5,100 2,000 0 19,500 0 19,500 0 2,415 0 25 0 17 0 2,457 0 21,957 0 0 0 0 0 0 0 21,957 105 105 105.00 $209.12 17,663 0 17,C63 208.0523 $214.2940 MwuFimncial Page 47 TABLE IV ZONE 11 PORTOLA PLAC� ZONE 11 PORTOLA PLACE DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment� Tree Pnuiing Street Lighting Special District Services Annuall}irect Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMINISTRATION COSTS District Administration County Admuustration Fee C�untyPer 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 STATISTI(S Total Parcels Total Parcels Levied Total Equivalent Benefit Units Levy per EBU RESERVE INFORMATION Begiruiing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% MwuFimrxial Total General Special Budget Benefit Benefit $2,293 1,071 350 100 0 0 3,814 0 3,814 $0 0 0 0 0 0 0 0 0 52,293 1,071 350 100 0 0 3,814 0 3,814 86G 0 86G 25 0 25 4 0 4 895 0 895 4,709 0 4,709 544 0 �44 (706) 0 (70G) 0 0 0 4,547 0 4,547 23 23 23.00 $197.68 768 �44 �,312 191.9546 $197.7132 Pa�e 48 TABLE N ZONE 13 PALM DESERT COUNTRY CLUB ZONE 13 PALM DESERT COUNTRY CLUB DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Prunuig Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMINISTRATION COSTS District Admirustration C�unty Administration Fee County Per Parcel Fee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reserve Collection/(Transfeis) 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 Total General Special Budget Benefit Benefit � 12,000 2,�00 1,�00 1,�00 21,000 0 38,500 0 38,500 $� 0 0 0 0 0 0 0 0 � 12,000 2,500 1,500 1,500 21,000 0 38,500 0 38,500 14,330 25 277 14,632 �3,132 (5,000) 0 0 48,132 0 14,330 0 25 0 277 0 14,632 0 �3,132 0 (5,000) 0 0 0 0 0 48,132 1,7G8 1,730 2,314.85 $20.80 129,299 (5,000) 124,299 ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 283107 Maximum Assessment Rate FY 2005/O6 $29.1600 Q'I APplied: 3.00% "`I'he beginnuig Reserve Balance is largelythe result of Reserve Funds transferred to the Ciryfrom the Counrywhen 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. u ._�� Pa� 49 TABLE IV ZONE 14 K& B AT PALM DESERT ZONE 14 K& B AT PALM DESERT Total General Budget Benefit DIRECT COSTS Mauitenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Prunuzg Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement E�enditures Total Direct Costs $10,471 4,363 G00 2,115 300 0 17,849 0 17,849 $1,�71 6�4 90 317 45 0 2,677 0 2,677 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 2004/05 Maximum Assessment Rate FY 2005/O6 Q�I Applied: 3.00% 2,G00 2� 33 2,658 20,507 2,243 (3,076) 0 19,674 390 4 5 399 2,740 33G (3,076) 0 0 Special Benefit $10,471 4,3G3 600 2,115 300 0 17,849 0 17,849 2,210 21 28 2,259 17,7C7 1,907 0 0 19,674 165 1G3 163.00 $120.70 1,737 1,907 3,644 117.2000 $120.7160 MuraFimnaal Pa�e 50 TABLE IV ZONE 15 CANYON QtEST ZONE 15 CANYON CRE ST 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 Admuvstration Fee County Per Parcel Fee Administration Costs (Subtotal) LE VY BREAKDOWN Total Direct and Admin. Costs Reserve Collectionl(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 Beginnuig Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% M:auFirarxial Total General Special Budget Benefit Benefit $5,000 750 400 300 0 0 6,450 0 6,450 $0 0 0 0 0 0 0 0 0 $5,000 750 400 300 0 0 6,450 0 6,450 1,395 0 1,395 25 0 2� 11 0 11 1,430 0 1,430 7,880 0 7,880 2,688 0 2,688 0 0 0 U 0 0 10,568 0 10,568 71 G7 67.00 $157.74 4,037 2,688 6,725 153.1499 $157.7445 Page 51 TABLE IV ZONE 16 COLLEGE VIEW ESTATES II ZONE 16 COLLEGE VIEWESTATES II Total General Budget Benefit DIRE CT COSTS Maintenance Cosu Landscape Utilities Landscape E�rtras (Repairs/Materials/Equipment) Tree Pruning Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMIIVISTRATION COSTS District Adnunistration County Administration Fee CountyPer Parcel Fee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs RPserve 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 Uniu Levy per EBU RESERVE INFORMATION Beguuzing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/OS Maximum Assessment Rate FY 2005/06 Q�I Applied: 3.00% Mw�iFirancial $G,000 2,000 800 890 350 0 10,040 0 10,040 �900 300 120 133 52 0 1,505 0 1,505 Special Benefit $5,100 1,700 680 757 298 0 8,535 0 8,535 1,527 230 1,297 25 4 21 5 1 4 1,558 235 1,322 11,�98 1,740 9,8�8 3,167 475 2,692 (2,215) 2,215 0 0 0 0 12,550 0 12,550 32 32 32.00 $392.20 $4,630 3,167 �7,797 447.9740 $461.4063 Page 52 TABLE IV ZONE 16 SUNDANCE WEST ZONE 16 SUNDANCE WEST Total Budget DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Prunuig Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement Expenditures Total Direct Costs ADMINISTRATION COSTS District Admuvstration County Admuvstration Fee County Per Parcel Fee Admznistration 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 Begiiuiing Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 Q'I Applied: 3.00% MsmiFimnrial $4,000 1,500 800 890 350 0 7,540 0 7,540 1,608 ?� 5 1,638 9,178 2,000 0 0 11,178 General Benefit $0 0 0 0 0 0 0 0 0 Special Benefit $4,000 1,500 800 890 3�0 0 7,540 0 7,540 0 1,608 0 25 0 � 0 1,638 0 9,178 0 2,000 0 0 0 0 0 11,178 32 32 32.00 $349.30 $2,08G 2,000 �7,242 434.9262 $447.9741 Page 53 TABLE IV ZONE 16 COLLE GE VIE W E STATE S I ZONE 16 COLLEGE VIEW ESTATES I Total General Budget 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 5�,722 1,788 800 890 350 0 9,550 0 9,550 S858 268 120 134 53 0 1,433 0 1,433 ADMIr1ISTRATION COSTS District Administration CountyAdministration 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/(Transfe�) Balance to Levy DISTRICT STATISTICS Total Parcels Total Parcels Levied Total Equivalent Benefit Units Levy per EBU RESERVE INFORMATION Beguuung Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/OS Ma�umum Assessment Rate FY 2005/06 Special Benefit $4,8G4 1,520 680 756 297 0 8,117 0 8,117 1,581 237 1,344 25 4 21 5 1 4 1,611 242 1,369 11,161 1,G74 9,487 1,336 200 1,136 (1,874) 1,874 0 0 0 0 10,623 0 10,623 32 32 32.00 $331.96 $1,10G 1,33G $2,442 328.38 $331.9688 MwriFimnrial Pa� 54 TABLE IV ZONE 16 PETiJNIAI ZONE 16 PE TLJIVIA I DIRE CT COSTS Maintenance Costs Landscape Lhilities Landscape Extras (Repaus/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 Beguuung Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/OS Maximum Assessment Rate FY 2005/06 MwAFiranaal Total Budget S4,G37 1,449 800 890 350 0 8,126 0 General Special Benefit Benefit $G9G 217 120 134 53 0 1,219 0 8,126 1,219 1,581 237 25 4 � 1 1,611 242 9,737 1,461 1,357 203 (1,664) 1,664 0 0 9,430 0 �3,941 1,232 G80 756 297 0 6,907 0 6,907 1,344 21 4 1,369 8,27G 1,154 0 9,430 32 32 32.00 $294.68 $964 1,153 $2,117 286.10 $294.6875 Pa� 55 TABLE N ZONE 16 SUNDANCE EAST ZONE 16 SLJNDANC:E EAST Total Budget DIRECT COSTS Maintenance Costs Landscape Utilities Landscape Extras (Repairs/Materials/Equipment) Tree Pnuung Street Lighting Special District Services Annual Direct Costs (Subtotal� Renovation/Capital Improvement E�cpenditures Total Direct Costs ADMINISTRATION COSTS District Administration CountyAdministration Fee County Per Parcel Fee Administration Costs (Subtotal) LE VY BREAKDOWN Total Direct and Admin. Costs Reserve CAllection/(Transfers) Other Revenues/General Fund Contribution Capital Improvement Project Collection/(Transfeis) Balance to Levy DISTRICT STATISTICS Total Parcels Total Parcels Levied Total Equivalent Benefit Units Levy per EBU RESERVE INFORMATION Beginnuig Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maxinzum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 $3,341 1,000 770 450 200 0 5,761 0 5,761 General Benefit $501 150 116 G8 30 0 864 0 864 976 146 25 4 2 0 1,004 0 6,7G5 1015 836 125 (1,140) 1,140 0 6,460 0 Special Benefit $2,840 850 654 382 170 0 4,897 0 4,897 830 21 2 853 5,750 711 0 0 6,460 14 14 14.00 $461.42 $673 836 $1,509 456.74 $470.4286 M:adFimndal Page 56 TABLE IV ZONE 16 THE BOLTLDERS ZONE 16 THE BOULDERS Total Budget DIRECT COSTS Maintenance Costs Landscape Utilities Landscape E�ctras (Repairs/Materials/Equipment) Tree Prunuig Street Lighting Special District Services Annual Direct Costs (Subtotal) Renovation/Capital Improvement E�cpenditures Total Direct Costs ADMINISTRATION COSTS District Administration CountyAdministration Fee CountyPer 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 Beguuung Reserve Balance Reserve Account Activity Anticipated Reserve Balance ASSESSMENT INFORMATION Maximum Assessment Rate Prior Year 2004/05 Maximum Assessment Rate FY 2005/06 u ..��a 51,728 �40 770 450 150 0 3,638 0 3,638 976 25 3 1,004 4,642 585 0 0 5,227 General Benefit $0 0 0 0 0 0 0 0 0 Special Benefit $1,728 540 770 450 1�0 0 3,638 0 3,638 0 976 0 25 0 3 0 1,004 0 4,G42 0 585 0 0 0 0 0 5,227 1G 1G 1 G.00 $326.70 $461 585 51,046 317.22 $326.7366 Page 57 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. M�F1mnaal Page 58 Appendix B— 2005/06 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 Count�; 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 y�ar 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) confirn�s the method of apportionment and the ma�mum 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 ta�c roll for the fiscal y�ar. If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal y�ar, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the CountyAuditor/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 R:eport. 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. Mw�Fimraal Pa�r 59