HomeMy WebLinkAboutRes 06-101 and 06-102 President's Plaza I BID Annual Budget FY 2006-07REQUEST:
SUBMITTED BY:
DATE:
ATTACHMENTS:
Recommendation:
CITY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
Approval of the Presidents' Plaza I (East/West) Business
Improvement District Annual Budget for Fiscal Year 2006/2007.
Martin Alvarez, Senior Management Analyst
June 22, 2006
Resolution No. 06-ioi
Resolution No. 06-102
President's Plaza I Property and Business Improvement District
Management Plan Fiscal Year 2006/2007
District Map
Waive further reading and adopt:
1. Resolution No. 06-10J approving the Presidents' Plaza I Business
Improvement District Budget for Fiscal Year 2006/2007.
2. Resolution No. 06-102, ordering the levy and collection of assessments
for the Presidents' Plaza I Property and Business Improvement District
for Fiscal Year 2006/2007.
Discussion:
The Presidents' Plaza I Business Improvement District was re-established in 2003 for a
5-year term. The District includes properties generally located on the south side of
Highway 111 and on the north side of El Paseo, between Portola Avenue and Larkspur
Lane. The City administers the District and collects annual assessments to pay for
parking lot landscape maintenance, parking lot lighting, street sweeping, and waste
collection within the common parking lot areas.
The District is in the third year of the 5-year term and the only modification to this year's
budget is the allowed three percent cost of living adjustment. The Presidents' Plaza I
Advisory Board (El Paseo Merchants Association) met on June 15, 2006, to review the
annual budget for Fiscal Year 2006/2007. An oral report will be provided to the City
Council regarding their recommendation.
The attached resolutions will approve next Fiscal Year's budget and allow the City to
levy and collect the annual assessments for Fiscal Year 2006/2007.
Staff Report
Presidents' Plaza I Budget FY 06/07
Page 2 of 2
June 22, 2006
Staff recommends that the City Council approve the attached resolutions.
Submitted By:
Department Head:
C Martin Alvarez Homer Croy
ACM for Development Services
Senior Management Analyst
Approval:
Carlos L. Ort
City Manager
Paul Gibson
Director of Finance
CITY COUNCIL,ACTION:
APPROVED DENIED
RE IVED OTHER •
MEETING DATE (p . Q to
AYES: �E n eri Kel
NOES : -10 '�
ABSENT: Aid)•€
ABSTAIN: AdZ^Q..
VERIFIED BY: �V1
Original on File witl tz y
r (.yuSayi
Clerk's Office
RESOLUTION NO. 06-101
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, APPROVING THE MANAGEMENT DISTRICT
PLAN FOR THE PRESIDENT'S PLAZA I PROPERTY AND BUSINESS
IMPROVEMENT ASSESSMENT DISTRICT, FISCAL YEAR 2006/07
The City Council of the City of Palm Desert (hereafter referred to as the "City Council")
does resolve as follows:
WHEREAS, in Fiscal Year 2003/04 the City Council pursuant to the provisions of
Property and Business Improvement District Law of 1994, Part 7 of Division 18 of the
Streets and Highways Code of California (hereafter referred to as the "Code"), and in
accordance with the provisions of the California Constitution Article XII!D conducted
proceedings for the renewal/formation of the President's Plaza Business Improvement
District I (hereafter referred to as the "District"), and the levy of annual assessments
connected therewith; and,
WHEREAS, on April 10, 2003 the City Council held a full and fair public hearing
regarding the renewal/formation of the District and the establishment of annual
assessments and the maximum assessments required to pay the maintenance and
services of landscaping, lighting, refuse collection and all appurtenant facilities and
operations related thereto for a five year period beginning July 1, 2003 and ending June
30, 2008 pursuant to the Code; and,
WHEREAS, upon conclusion of the public hearing of April 10, 2003 the City Council
tabulated the property owner assessment protest ballots returned and by resolution
confirmed that majority protest did not exist and by resolution approved the Management
District Plan, appointed an Advisory Board for the District, ordered the renewal/formation of
the District, and ordered the levy and collection of the first annual assessments; and,
WHEREAS, pursuant to the Code, the City Council appointed the El Paseo
Business Association as the Advisory Board for the District and this Advisory Board shall
cause to be prepared an annual Management District Plan (hereafter referred to as the
"Report") each fiscal year for which assessments are to be levied and collected, said
Report shall be filed with the City Clerk and shall contain: any proposed changes to the
District boundary; the improvements and activities to be provided; the estimated costs and
method of assessment; the amount of any surplus or deficit; and contributions from other
sources; and,
WHEREAS, pursuant to the Code, the Advisory Board has caused to be prepared a
Report in connection with the District describing the proposed improvements, services,
expenditures and assessments to be levied for Fiscal Year 2006/07, and filed with the City
Clerk of the City of Palm Desert and the City Clerk has presented to the City Council such
Report entitled "Management District Plan for the President's Plaza I Property and
Business Improvement Assessment District, Fiscal Year 2006/07"; and,
RESOLUTION NO. 06-101
WHEREAS, The City Council has carefully examined and reviewed the Report as
presented, and is satisfied with each and all of the items and documents as set forth
therein, and finds that the levy of assessments has been spread in accordance with the
special benefits received from the improvements, operation, maintenance and services to
be performed, as set forth in said Report; and,
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE
CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS:
Section 1 The above recitals are true and correct.
Section 2 The Management District Plan as presented, consists of the following:
A. A Description of the District boundaries and all properties benefiting
from the improvements and services.
B. A Description of Improvements and services to be provided by the
District.
C. The Annual Budget (Estimates of Costs and Expenses of Services,
Operations and Maintenance),
D. The District Roll containing the Levy of Assessments for each
Assessor Parcel within the District,
Section 3 The Report as presented, is hereby approved and is ordered to be filed in the
Office of the City Clerk as a permanent record and to remain open to public inspection.
Section 4 That the City Clerk shall certify to the passage and adoption of this Resolution,
and the minutes of this meeting shall so reflect the presentation of and final approval of the
Report and appointment of the District Advisory Board.
2
RESOLUTION NO. 06-101
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, held on this day of 2006, by the following vote to wit:
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
JIM FERGUSON, MAYOR
3
RESOLUTION NO. 06-102
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA ORDERING THE LEVY AND COLLECTION OF
ASSESSMENTS FOR THE PRESIDENT'S PLAZA I PROPERTY AND
BUSINESS IMPROVEMENT ASSESSMENT DISTRICT, FISCAL YEAR
2006/07
The City Council of the City of Palm Desert (hereafter referred to as the "City Council")
hereby finds, determines, resolves and orders as follows:
WHEREAS, on April 10, 2003 the City Council called and duly held a public hearing
and property owner protest ballot proceedings for the President's Plaza I Property and
Business Improvement Assessment District (hereafter referred to as the "District") pursuant
to the provisions of Property and Business Improvement District Law of 1994, Part 7 of
Division 18 of the Streets and Highways Code of California (hereafter referred to as the
"Code") and the California Constitution Article XIIID, for the purpose of presenting to the
qualified property owners within the District the annual levy of assessments and a
maximum annual assessment over a five year period beginning July 1, 2003 and ending
June 30, 2008, for the costs and expenses associated with the maintenance and operation
of landscaping, lighting, refuse collection and all appurtenant facilities related thereto; and,
WHEREAS, the landowners of record within the District as of the close of the Public
Hearing held on April 10, 2003 did cast their ballots resulting in the approval of the District
renewal/formation and annual levy of assessments related thereto; and,
WHEREAS, the City Council, pursuant to the Code did by previous Resolutions
formed the District, and approved a Management District Plan in connection with the
renewal/formation of the District and appointed an Advisory Board that shall cause to be
prepared an annual report regarding the District for the City Council's approval; and,
WHEREAS, the Advisory Board has held a meeting for reviewing and approving the
proposed budget for Fiscal Year 2006/07 and has prepared a Report in connection with the
District for Fiscal Year 2006/07, and filed with the City Clerk of the City of Palm Desert and
the City Clerk has presented to the City Council such Report entitled "Management District
Plan for the President's Plaza I Property and Business Improvement Assessment District,
Fiscal Year 2006/07"; and,
WHEREAS, The City Council has carefully examined and reviewed the Report as
presented, and by previous resolution has approved said Report.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS:
Section 1 The above recitals are true and correct.
RESOLUTION NO. 06-102
Section 2 The City Council desires to levy and collect the annual assessment for
President's Plaza I Property and Business Improvement Assessment District for Fiscal
Year 2006/07 pursuant to the provisions of the Code.
Section 3 Based upon its review of the Management District Plan, a copy of which has
been presented to the City Council and filed with the City Clerk, the City Council hereby
finds and determines that:
A. The territory of land within the District will receive special benefits from
the operation, maintenance and servicing of the improvements and
appurtenant facilities located within the boundaries of the District.
B. District includes all of the lands so benefited; and
C. The net amount to be assessed upon the lands within the District in
accordance with the proposed budget for the fiscal year commencing
July 1, 2006 and ending June 30, 2007 is apportioned by a formula and
method which fairly distributes the net amount among all eligible
parcels in proportion to the special benefits to be received by each
parcel from the improvements and services.
D. The Assessments so described in the Management District Plan are
consistent with the assessments so approved by the property owners
within the District.
Section 4 The Report and assessments as presented to the City Council and on file in
the office of the City Clerk are hereby confirmed as filed.
Section 5 The City Council hereby orders the improvements to be made, and the levy
and collection of annual assessments to pay for those improvements to be presented to
the County Auditor/Controller of Riverside for Fiscal Year 2006/07. The County
Auditor/Controller shall enter on the County Tax Roll opposite each parcel of land the
amount of levy, and such levies shall be collected at the same time and in the same
manner as the County taxes are collected. After collection by the County, the net amount
of the levy shall be paid to the City Treasurer.
Section 6 The City Treasurer shall deposit all money representing assessments
collected by the County for the District to the credit of a fund for the President's Plaza I
Property and Business Improvement Assessment District, and such money shall be
expended only for the improvements described in the Management District Plan.
Section 7 The adoption of this Resolution constitutes the District levy for the Fiscal
Year commencing July 1, 2006 and ending June 30, 2007.
2
RESOLUTION NO, 06-102
Section 8 The City Clerk is hereby authorized
County Auditor upon adoption of this Resolution.
PASSED, APPROVED, AND ADOPTED at
City Council, held on this day of
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
and directed to file the levy with the
a regular meeting of the Palm Desert
2006, by the following vote to wit:
JIM FERGUSON, MAYOR
3
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City of Palm Desert
PRESIDENT'S PLAZA I
BUSINESS
IMPROVEMENT
DISTR I CT
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CITY OF PALM DESERT
MANAGEMENT DISTRICT PLAN
PRESIDENT'S PLAZA I PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT
FISCAL YEAR 2006107
Intent Meeting June 8, 2006
Public Hearing June 22, 2006
� MuniFinancial
Corporate Office: Office Locations:
27368 Via lndustria Anaheim, CA
Suite 110 Lancaster, CA
Temecula, CA 92590 Los Angeles Regional Office
Tel: (951) 587-3500 Oakland, CA
Tel: (800) 755-MUNI (6864)
Fax: (951) 587-3510
Phoenix, AZ
Sacramento, CA
Seattle, WA
www.muni.com
TABLE OF CONTENTS
I. OVERVIEW ....................................................................................................................2
A. Introduction .......................................................................................................... 2
B. Renewal/Formation ........................................................................................... 2
II. DESCRIPTION OF THE DISTRICT .......................................................................3
A. Description of the District Boundary .............................................................3
B. Description of the Improvements and Activities ........................................ 4
C. Special Benefits of the Improvements and Activities ................................ 4
III. METHOD OF APPORTIONMENT ......................................................................... G
A. Method of Apportionment Rationale ............................................................. G
B. Method of Apportionment Calculations .......................................................9
IV. DISTRICT BUDGET .................................................................................................13
A. Description of Budget Items ...........................................................................13
B. District Budget ....................................................................................................16
APPENDIX A— DISTRICT BOUNDARY MAP ...............................................................18
APPENDIX B— PARCEL LEVI' INFORMATION ......................................................... 20
APPENDIX C —ASSESSMENT ROLL ...............................................................................21
President's Plaza I Prope�ty and Business Imptovement District
Management District Plan, City ofPalm Dese�t
Fiscal Year 200G/07
I. OVERVIEW
A. Introduction
The Cit�- of Palm Desert (the "City") formed and established the President's Plaza I Propern-
and Business Improvement :�ssessment District (the "District") beginning in Fiscal �'ear
1998/1999 to pro�-ide improvements and activities that confer special benefits upon real
propert�� ��7thin the boundaries of the District. The District �vas established and le��ied
pursuant to 1'�npert�y� and Busi�ress Improa�ement District Lau� of 199-�, Part ? of Diz�i.rion 18 of tl�e
Caltfornia Streets and Highava�y�.r Corle (the "Code"). Pursuant to the Code, propert�- o�vners
«7thin the District submitted a signed petition requesting formation of the District. The
District �cas successfully formed for a term of five }'ears and a maximum assessment �vas
approved b�� the propert�- o�vners through an assessment ballot proceeding, conducted
according to protrisions of t�ie Galifo��ia ConsLitrsiion .�rticle XIIID ("California Consdtution").
Under the pro�-isions of the Code, the propern� o�vners «rithin the District may renet�� thc
District for a maximum term of ten (10) years. Pursuant to the Code, and the pro��isions of
the California Constitution, the propertt- owners ��ithin the District approved the
continuation of the District and assessments for an additional five years and on :�pril 10,
2003 the Cit�T authorized the funding for improvements and activities authorized within the
District for a period of five �-ears (Fiscal Years 2003/200�1 through 2007/2008).
This I�4anagement District Plan — l�nnual Report (the "Report") describes the District,
improvements and activities, method oE apportionment, the proposed assessments for the
current fiscal �-ear, and the maximum assessment proposed for the five- year duradon of the
District. The proposed assessments are based on the estimated cost to provide the
impro�-ements, activities, and operations that protride a direct and special benefit to
properdes �vithin the District. The costs of improvements, acti�rities, and operations include
all expenditures, deficits, surpluses, revenues, and resen es.
The ���ord "property�," for the purposes of this Report, refers to real propert� situated �vithin
the District, and identified as an individual property or parcel assigned its o�vn :lssessor's
Parcel �lumber (.�1PN) b}� the Count}- of Riverside :�ssessor's Office. The Count�� of
Riverside Auditor/Controller uses AP�Is to identiEv on the tax roll parcels and properaes
assessed for taxes, special assessments, and fees and charges.
B. Renewal/Formation
Pursuant co the Code, the renewal of the District requires similar proceedings to that of the
initial District formation. A �vritten peuuon of the propert}� ow-ners within the District,
representing more than �0 percent (50°�'0) of the proposed assessment to be le�•ied �vas
submitted to the Palm Desert City Council. The City Council initiated proceedings for the
formation of the District b}- adopting a resoluaon expressing its intention to form the
District. The resoludon of intention contained the �Ianagement District I'lan and the time
and place of a public hearing on the establishment of the District and le��� of assessments.
1�lariuPi�runcinl Pc�e 2
President's Plaza I Property and Business Impto� ement District
Management District Plan, City ofPalm Desert
Fiscal Year 2006/07
��'ithin 90 day�s of adopung thc resolution of intenrion, the Cit�� Council held a public
hearing on the matter, and caused nouce to the property� o«ners pursuanr co Secuon 549�4.0
of the Go� ernment Code. �'lssessment ballots (propert�- o�vner protest ballots) ���ere mailed
to each properri- o�x�ner at least �� da}�s prior to the public hearing pursuant to the Ca/fornia
Co�tstilatlion. I'ursuant to the Code, the Cin• Council also caused the publication of the
resolution of intention in a ne�vspaper of general circulation; mailed the resolution of
intention bti� first-lass mail to each propertt� o�vner in the District and to each local chamber
of commerce and business organizadon located «-ithin the District.
At the public hearing the Cin- Council pro�-ided the public and propertt- o«mers an
opportunih� to pro��idc oral protests and u�ritten protests prior to the adoption of thc
I�lanagement District I'lan. Pursuant to the Califo��ria Co�r.rtiirriio�r, the Citti� Council tabulated
property� o��-ner assessment ballots receii>cd from propertt- o�vners to deterrrune whether a
majorit�� protest esisted. It �t-as determined and declared by� resolution that majorin� protest
did not e�:ist and the propern' o�eners confirmed and appro��ed the assessments.
Pursuant to the Code, the Citt� Council appointed an �dt-isor� Board for the District. This
:1d�risory Board shall make �-ear1�- recommendations to the City Council on the expenditures
of rerenue deri�-ed from the le��y of assessments and on the classification of properties as
applicable. At least one member of the �d�-isorS' Board shall be a business licensee ��rithin
the llistrict �vho is not a property- o«�ner «�ithin the llistrict. This Adtrisorj� Board shall cause
to be prepared a report each tiscal year for �vhich assessments are to be le�ried and collected.
Said annual report shall be filed �vith the Cit� Clerk and shall contain: an�- proposed changes
to the district boundan•; the impro� ements and activities to be provided that }-ear; the
estimated costs for that �-ear; the method of assessment; the amount of an}- surplus or deficit;
and contributions from other sources. 1'he Cit�; Council ma�� appro�•e the report as
submitted or as modified.
II. DESCRIPTION OF THE DISTRICT
A. Description of the District Boundary
The District consists of all parcels located in the commercial business area kno«�n as the
President's Plaza �vithin the Citt- of Palm Desert, Countj� of Riverside. The District includes
forn�-turo (-�2) assessed commercial parcels and three (3) non-assessed parking lot parcels
and one (1) non-assessed easement/�vall��va}� parcel.
The boundar�> of the proposed District (Presidents Plaza) and the parcels therein are located
South of Palm Desert Dri��e at High�va}' 111; North of El Paseo; �k'est of Portola .-��enuc;
and East of Larkspur Lane. President's Plaia is commoniti referred to as President's Plaza
Fast (1'he arca east of San Luis Re�- �venue); and President's Plaza ��'est (1'hc arca �vest of
San I.uis Rey� :�venue) located �vithin the boundaries of the District.
�L11uri1-�r�run<in! Pn,oe i
President's Plaza I Property and Business Impmvemen� District
Management Drstrict Plan, City ofPalm Desert
Fiscal Year 2006/07
B. Description of the Improvements and Activities
In an effort to enhance and impro�-e business opportunities and the appearance of the area
l�nown as the President's Plaza, the Cih- pro�ided funds for the renovation and capital
improvement of the parking lot and landscaped areas related to this commercial business
center. In conjunction «rith this renovation, President's Plaza I Propert�� and Business
Improvement District �vas formed in 1998 to provide and ensure the continued maintenance
of the impro� ements after the renovations had been completed. In 2003, the propern-
o�vners renewed the District for another fi��e (5) S-ear term; therefore, the assessments
generated will condnue this maintenance.
It has been determined that the properties u,rithin the District and the businesses associated
�vith those properties receive special and distinct benefits from the improvements and
acti�ities to be funded through the assessments. The impro�-ements include the necessart-
acti�-ities, ser4ices, operation, administration, and maintenance required to keep thc
impro�•ements in sadsfactor5> condition including labor, material, and equipment. The
ser��ices ma}> include but are not limited to regular maintenance, repair, removal or
replacement of all or an}� part of the improcements including remo�-al of trimmings, rubbish,
debris and other solid �vaste; the cleaning, sandblasting, and repainting of walls and other
impro�-ements to remove or co�rer graffiti; providing for the growth, health and beauh- of
landscaping and lighting including cultication, trunming, spray7ng, fertilizing or treating for
disease or damage as �vell as supply-ing necessarS> irrigation and electrical energ��. The specific
improvements and acuvities include:
Parking lot landscaped areas — including but not lirxuted to: ground cover, shrubs, trees,
plants, irrigation and drainage systems and associated appurtenant facilities, and,
• Parking lot lighting facilities — including but not limited to: bulbs, fixtures, poles, w-iring,
and electrical energ�-, and,
• Debris remo�ral — including but not limited to: solid waste containers, refuse collection
services, and regular mechanical sweeping of the parking lot.
The costs associated «rith the unpro�ements are equitabl}� spread among all benetiting
parcels within the District utilizing the method of apportionment described in Section III of
this Report. 'I'he total funds collected shall be dispersed and used for onl}- the ser��ices and
operaaons provided to the District.
C. Special Benefits of the Improvements and Activities
l�ssessed properdes u�ithin the District receive special benefits from one or more of the
improvements and activities funded through the District assessments. Specificallti�, lighting
and landscaping amenities w�ithin the parking lot, regular sweeping of the parking lot, and
refuse collection ser�-ices and faciliaes.
.tiluniFina�rcial Page =�
Ptesident's Plaza I Property and Business Improcemeat District
Management District Plan, Citv ofPalm Desert
Fisca! Year Z006/07
"1'he special benetits of lighting (parking lot lights) are the convenience, safen-, and securit5�
of propert��, impro�-ements, and goods. Specificalh-:
1. Cnhanced deterrence of crime and the aid to police protection.
2. Increased nightume saferi• for patrons and emplot�ees.
3. Impro��cd ��isibilin- for pedestrian; and motorists.
-1. Impro�-ed ingress and egress to propertF•.
�. Reduced �-andalisin and other cri�ninal acts and damage to impro��ements or property�.
6. I�nhanced aesthetic appeal of the parking area and the properties that are associated �i7th
the parking area.
7. Increased promotion of business acti�-ities and opportunities during nighttime hours.
The benefits associated «zth landscaped islands and medians �nthin the parking lot are
specificallt-:
1. Impro� ed aesthetic appeal of the parking area and nearb�- parcels.
2. Improved dust control.
3. Enhanced adaptation of the urban environment «7thin the natural environment.
�. Improved traftic circulauon.
5. .�1 positi` e representation of the businesses «rithin thc District.
6. Centralized locations for refuse collection facilities.
Debris remo�al (parl:ing lot sweeping) and refuse collection are essenual and necessart�
activities for all properties—particularly commercial properties. These acti��ties and ser�ices
are proposed to be funded through the assessments solel�• for the special benetit of
properaes and businesses «rithin the District. The benefits associated ���th these ser�ices are:
1. �:nhanced aesthetic appeal of the parking area and the properties that are associated u�ith
the parking area.
2. Improved dust control.
3. _1 posia��e representa�ion of thc businesses «ithin the District.
�. A centralized location of refuse collection facilities and a�ailabilin� of the sere-ice that
w•ould other�ti-ise require individual facilities that could be cost prohibiti�•e and ph�-sically
restricti�-e.
1'hc on-going operation and maintenance of the land�caping and lighting improvcments,
s�veeping, and refusc: collection senices pro�ide no measurable general benefit to other
properues outside the District or to the public at large. Therefore, these impro�-ements and
the corresponding assessments hati e been identified as 100° o special benefit to parcels «-ithin
the District.
.L1nuiFirrn�rua!
Pr�qe .�
President's Plaza I Property and Business Improvement District
Management Disuict Plan, City ofPalm Desert
Fiscal Year 2006/07
III. METHOD OF APPORTIONMENT
A. Method of Apportionment Rationale
The costs of the District impro��ements have each been apportioned by- a formula and
method that fairl}- distributes the net amount to be assessed among all assessed parcels in
proportion to the esamated special benefits to be recei�-ed b}� each such parcel from the
impro��ements.
Parking Lot Improvements and Services:
rlssessed parcels ��ithin President's Plaza are adjacent to centralized parking faciliaes (lots)
that provide access, parking, and deli�rer5- areas for the businesses and parcels �vithin the
District. Each parcel deri�-es special benefit from the parking lot improeements and the
ser�-ices and activities necessary' to maintain the parking lot. The improvements include
several landscaped islands and medians, lighting facilities, and s��eeping senices. Each
assessed parcel �L-ithin the District receives a direct and special benefit from these
unprocements and shares proportionatel� in the cost of maintaining the parking lot. The
parking area consists of the three parcels that are entirelti� parking lot area and portions of
many of the assessed parcels �i�ithin the District. The three parcels that are entirely parking
lot area parcels (627-212-016; 627-221-011; and 627-222-043}, and one easement/�valkwa�
parcel (627-222-042) receive no special benefit from the improvements and are not assessed.
In determining the method of appordonment for these impro��ements, each parcel's benetit
is based on the parking area adjacent to, and associated with, each parcel. Therefore, it has
been determined that a fair and reasonable reflection of each parcel's benefit for the parking
lot improvements shall be based on the approsimate front footage adjacent to the parking
area. I�fost parcels w7thin the District front the parking lot on onl}� one side (north or south
side of the propern�). To ensure a reasonable and equitable apportionment of special benefit,
parcels that front the parking lot on more than one side (corner properties), are on1�-
assessed for their front footage along the north or south side of their propertv adjacent to
the parking lot.
Solid Waste (Refuse) Collection Services:
Establishing separate refuse receptacles for each parcel or business �tnthin President's Plaza,
and thereby� allo�ving for separate charges and agreements for this seroice, is not possible due
to limited space and accessibilit;t�. Therefore, several common refuse containers have been
placed �tnthin the parking lot area for use b5� all the properties and businesses «7thin the
District. Historicallv, all developed properties within President's Plaza have shaxed
proportionatel}� in the costs associated ���ith refuse collection based on the building square
Eootage oF �he structures on each parcel.
In determining the method of apportionment for refuse collection ser�ices, the possibilit�- of
factoring in business tepes as well as building square footage �vas considered. How�e� er, the
inclusion of business t��pes in the calculadon of an annual assessment poses several
tbirariFinu�rcia! Pa�e G
President's Plaza I Property and Business Improvement District
Management District Plan, Citj• ofPalm Desen
Fiscal Year 2006/07
problems. 1-'irst, many of thc parccls assessed include multiple business t�pes, �vhich could
require a complet calculation to identifi potenual use of the sert-ice. Second, businesses
often change from �-ear to � ear or e�-en month to month making specific business related
assessments difficult to track and expensi�-e to administer. Third, establishing a method of
apportionment that is business-specific rather than parcel-specific �rould likelti• result in
annual changes for each parcel's assessment e�•en if the cost of the service �vas unchanged.
Finallti•, the le�-e1 of ser�•ice (number of pick-ups and receptacles) has changed rer�� little over
the last several y�ears. rllthough man�- of the businesse. and business tti�pes ha� e changed
�ti�ithin the District, the total cost of pro�riding this service has remained fairl�- constant.
In contrast, it is not reasonable to assume that all de�-eloped parcels utilize or require the
same lc�-e1 of refuse ser�-ice—n-picall�• the lar�er the building, the greater amount of refusc is
generated. Therefore, it has becn dctermined that a fair and reasonable estimate of cach
parcel's benetit for refuse collection is the appro�imate building square footage determined
for each parcel.
'1'he District currently consists of fort�'-tw�o (�2) developed commercial properties and four
csempt propertics (not assessed). The four esempt properties include three parl:ing lot
parcels and one easement/�t-alk�i-a5� parcel. There are no vacant parcels remaining w�thin
�t�ith District. (I�Tote: `�'hen the District �vas tormed in Fiscal I'ear 1998/1999, there u-ere
fortc commercial de�-eloped properties and three commercial �acant properties.)
l�is noted previously�, due to lunited space and accessibilit�-, it is noc possible for each parcel
or business �t-ithin I'resident's Plara to have separate containers or agreements «-ith thc
��aste hauler. I Io�ve��er, it is recognized that the baseline le� el of ser��ice (i.e., number of bins,
size of the bins and frequenc}- of sereice) established for the District may� not be adequate or
appropriatel�- reflect the needs of changing business writhin the District. Therefore, the
follo�c�ing considerauons and criteria shall be follo�ved ��hen the le� el of ser�-ice pro��ided
requires moditications:
1. If the le�el of ser�-ice is reduced, the incremental cost sa�-ings (if an}-) «rill be re�ie«-ed
and applicd as follo���s:
a. Resene I�und :�ccount — 1'he CitS� staff and the :'�d��ison- Board w-ill evaluate the
existing available Reserc-e N'unds to ensure an acceptable amount of money' is being
retained for normal annual operation of che District. Based on this e�aluation, the
Advisor�- Board «711 modif� the annual report (recommendation to the Ciry Council)
to apply all or a poruon of the cost sa��ings to the Resen-e :�ccount. :1 full�� funded
Reser�•e is an amount cqual to approximatel�- one half of all annual operating
expenses. Ho�vcver, most operating resen-es are n-picall� lcss than �0°-0, but greater
than 25°-0 of all annual operaring expenses.
b. Reduced :lssessments —:'�fter revie�ving the Reserve .�ccount, an�� cost savings not
applied to the Reser� e:�ccount (Reser��e Pund Collection) «-ill be passed on to each
parcel «�thin the District b�� reducing their annual assessment for the next fiscal y-ear,
in proportion to their estimated Uenefit (method of apportionment).
2. If the level of sen-ice is increased, the incremental cost increase (iF an5�) tvill be reirie�ved
and applied as follow�s:
.bluniFinancia!
Pnge 7
President's Plaza I Property and Business Improvement District
Management District Plan, City ofPalm Desert
Fiscal Year 2006/07
a. Increased service District-w-ide — ��G1zen the current District �vas reneu�ed/formed,
an assessment range formula was appro� ed. This formula prot�ided for anticipated
cost of living increases, but also allo�ved some flexibilin� for increased costs due to
increased le� els of ser��ice. If an increased le� el of service is required for the entire
District, the increase is reflected in the annual budget. This budget increase ���ill
n�picall}� facilitate a proportional increase of the annual assessment. If the increased
cost results in an assessment rate that exceeds the ma:zimum assessment allo�ved,
then resenre funds «711 be used to reduce the annual assessment to the ma�mum
assessment allowed. If the reserve fund is not sufficient to co�rer the cost increase,
the Cin� Council may� pro�ride a�emporary loan to the District or conduct a propern
o«�ner ballot proceeciing for an assessment increase.
b. Increased service for one parcel — u'hen the current District �vas renewed/formed,
a baseline assessment rate and level of service was established for all properties
within the District. :�s businesses �vithin the District change or continue to gro�v,
these businesses mati• facilitate a need for an increased level of sen�ice, but it is not
fair or equitable to spread the cost of this increased sereice to other properties u�ithin
the District. Therefore, if a business requires an increased le� el of sen-ice that
particular business o���ner or the property ou�ner must pa}' the resulting cost increase
as a surcharge. Either the Cit�- or the propert� owner maz� initiate the need for an
increased sen�ice level. The City Council shall make the final determination as to the
appropriate mechanism by �vhich the increased level of service �vill be provided. 'I'he
increased level of service ma}- be accomplished by:
• Increasing the number of pick-ups on the specific bin(s) used by the propertt� or
business.
• Increasing the size of the specific bin(s) used b� the propern� or business if space
permits.
• Pro�ride separate bin(s) for the property� or business if space and accessibilit}�
permits.
• An� combination of the above.
The costs associated «7th the increased level of service shall be the obligation of the
business and/or properh� owner pro�rided the additional service. Pa�ment for the
increased le� el of sen�ice shall be re��ie�ved b� the :�d�risorj� Board, �vhich �i-ill make a
recommendation to the City Council for approval. The additional cost of pro�-iding
the increased le�•el of service ma�- be added to the annual assessment for the propert�-
as a surcharge (in addiaon to their annual assessment), upon �vritten petition of the
property� owner and approval bj� the Cin� Council (This may require a signed
agreement bet-cveen the property� o�vner and the Cin� of Palm Desert). Ho�vever,
before an�- action is taken to add a surcharge to the property� tax roll as part of the
propert�-'s annual assessment, the properh- ow�ner/business shall work urith City staff
and the :ldvisory' Board to establish the additional service and arrange for direct
pa�=ment to the service to the waste hauler or the City if at all possible.
:ilrrniFincrncin! Page 8
President's Plaza I Propert3� and Business Improvement District
Alanagement District Plan, City ofPalm Desert
Fiscal Year 2006/07
B. Method of Apportionment Calculations
The apportionment of benefit �vithin the District utilizes a�veighting tactor kno��-n as a
]3enefit L�nit Factor (I3UF). �:ach parcel's BUF' represents a percentage of the total BL'P
applied. Depending on the unpro�•ement or acd�-it�- pro�-ided, the BUF assigned to each
parcel is based on either the parcePs development (approsimate building square footage) or
the parcel'. area of impro�-ement (front footage to the parking lot). "The cost of refuse
collection .er�7ces is apportioned based on each parcel's approximate building square
footage. ��ll other impro�-ements and sen-ices funded through the District are associated
«�ith the parking lot. The total cost ot the parl;ing lot impro�-ements and ser��ices is
apportioned to each parcel based on cheir front footage to the parking lot.
"I'he sum of each parcel's proportionate share oE refuse costs and parking lot costs repre�ents
the parcel's Total Direct Cost. In addition to a parcel's 'I'otal Direct Cost, each parcel is
assessed for administration expenses and a reser�-e fund collection (Indirect Costs). The
Indirect Costs for each parcel hat-e been apportioned b}- a percentage of the parcel's Direct
Costs, not to exceed fifteen percent (15°%). Therefore, each parcel's Total �lnnual
As�essment is the sum of its proportionate share of the Total Direct Cost and "1'otal Indirect
Costs. _�Ithough each parcel's proportional benetit and assessment for each improvement is
calculated indi��iduall��, each parcel's maximum assessment is based on the parcel's combined
assessment for all costs and services. The rate applied to an}- one improvement or ser�ice
ma�� e�ceed the maximum rate originallti• established, pro�•ided the parcel's combined
assessment does not exceed the combined maaimum assessment established for the propern�
(excluding changes in land use or de� elopment).
"I'he County� requires that all annual assessments le�ried and submitted for collection on tas
bills be rounded to the nearest e� en penny, thus allo��nng the total assessment to be split into
h��o installments. In order to compl}� w�th the Count}''s requirements, the calculauon of each
assessment component (i.e., refuse costs, parking lot costs and indirect costs) is rounded to
thc nearest e�-cn penn}� and then added together for the parcel's Total Annual :lsscssment.
1"he follow7ng describes the general method used to arrive at each parcel's proposed
assessment:
Apportionment of Direct Costs
Refuse Collection Assessment:
'I'he "I'otal Refuse Cost estimated for refuse services is based on the Cin's contract �ti7th the
waste hauler for sercice to President's I'laza. This Total Refuse Cost di�ided b�- the estimated
Total Building Square Pootage establishes a Rate per square foot. This Rate multiplied b�-
each parcel's estimated building square footage equals the parcel's proportionate share of thc
refuse ser�-ice cost (rounded to the nearest e�-en penm-).
_��IA711FiIlQI1�71lI 1'�q�' ��
PresidenYs Plaza I Property and Business Improvement District
Management District Plan, City ol'Palm Desert
Fiscal Year 2006/07
Total Refuse Cost / Total Buildfng Square Footage = Rate per Square Foot
Rate x Parcel Building Squate Footage = Refuse Assessment
Note: For purposes of calculating the refuse assessment, the building square footage for each parcel
has been rounded to the nearest hundxed square feet. Refer to _�ppendia "B" for building
square footage applied.
Refuse
Adjusted Rate
Budget (per Sq. Ft.)
First Fiscal Year � 103,000 $0.357
Second Fiscal Year $ 10G,090 �0.367
11vrd Fiscal Year $ 109,273 �0.378
Fourrh Fiscal Year $ 112,551 $0.390
Fifth Fiscal Year $ 115,927 $0.401
Currentlj- fort�-tt�o (42) developed commercial properties writhin the District are assessed
for refuse collection services based on approximate building square footage. (Refer to
tlppendix C for individual Refuse assessments).
Four (4) parcels are esempt properties and currently not assessed for refuse collection
sen•ices: ihree parking lot parcels 627-212-016, 627-221-011, and 627-222-043 and one
easement/walklvay parcel G27-222-0=�2.
Parking Lot Assessment:
The Total Lot Cost estimated for parking lot improvements and services (maintenance) is
based on the estimated annual costs to maintain the landscaping, lighting, and mechanical
s�veeping of the parking lot �vithin President's Plaza. This Total Lot Cost divided bti� the
applied parking lot To�al Front Footage, establishes a Rate per front foot. This Rate
multiplied b�- each parcel's applied front footage equals the parcel's proportionate share of
the parl:ing lot maintenance costs (rounded to the nearest even penny�).
Tota! Lot Cost / Total Ftont Footage = Rate per Front Foot
Rate x Parcel Front Footage = Parking LotAssessment
I�ote: For purposes of calculating ihe parking lot assessment, each parcel's front footage is based on
either the pazcel's northern or southern lot line footage rounded to the nearest fire feet. Refer
to _�ppendie "B" for front footage applied.
ll:rniFinnncial Page 10
President's Plaza I Propem� and Business Improvement District
Management District Plan, City ofPalm Desert
Fiscal Year 2006/07
First riscal Year
Second Fiscall'ear
Third Fiscal Year
Fourth Fiscal Year
Pifth Piscal Year
Parking Lot
:-�djusted
I3udget
$ 26,G00
$ 2?,398
$ 28,220
$ 29,067
� 2),939
Ra te
(per Fr. I�t.)
$7.122
$i335
$7.556
$7.782
$8.01 G
(:urrendy four (�#) parcels are identified as e�cempt parcels and recei��e no special benefit from
the parking lot improvements and ser�rices. These four etempt properties include threc
parking lot parcels (G27-212-016; 62%-221-011; and 62?-222-0-�3), and one
easement/�ealk�va�- parcel (627-222-042).
:11t other parcels «-ithin the District recei��e direct and special benefits from the parking lat
impro� ement� and sereices. Each of these parcels is assessed proportionatel�- based on their
northern or southern front Footage adjacent to the parking lot.
Apportionment of Indirect Costs
'I'o ensure the impro�-ements, acti�•iaes, and ser�-ices pro�•ided and funded through the
District are continued, each parcel is proposed to be assessed for operational costs (Indirect
Costs). '1'hese Indirect Costs include all espenses related to the aciministration of the District
as well as the collection of monej� towards a Reserve Fund. 'I'he annual assessment for
Inciirect Costs has been established at fifteen percent (1�°%) of the Total Direct Costs
assessed to each parcel.
The sum of each parcel's proportionate share of refuse costs and parl:ing lot costs represents
the parcel's Direct Cost. This Direct Cost multiplied b}- fifteen percent (1�°.'0) represents
each parcel's proporaonate share of the Indirect Costs.
Parcel's Total Direct Cost X IS% = Iadrrect Assessment
Operation
��irst Fiscal �'ear
Second Niscal Year
"I'hird Fiscal I'car
Fourth Fiscal Year
Fifth Fiscal Ycar
:tl�rnrFiirancza/
:�djusted Budget
(15°%0 of Direct Cost)
� 19,��0
$ 20,023
$ 20,62�
$ 21,243
S 21,880
Pn�e ] l
President's PJaza I Property and Business Improvement Distnct
Managemeat Disttict Plan, City ofPalm Desert
Fiscal Year 2006/07
Total Annual Assessment
Each parcel's 'I'otal rinnual :lssessment is the sum of their proportionate share of the Direct
Costs and Indirect Costs. The preceding description of the method of apportionment
outlines the estimated cost and rates applied for the District and the ma�imum amount
projected. 1'he maximum projected amounts �vere determined b�- apply�ing an annual
inflationar5' factor of three percent (3°io) o� er the Eve-��ear durauon of the District based on
the first ��ear assessments.
11uniFinnnc•io! Pn�e 12
President's Plaza I P�opert}� and Business Improvement District
Management District Plan, City ofPalm Deserr
Fiscal Year 2006/07
IV. DISTRICT BUDGET
A. Description of Budget Items
Direct Benefit Costs
Landscape Maintenance Contract—Includes all regularly scheduled labor, material (c.g.
pipe, fertilizer, insecticides), and equipment required ro pro�erl�- maintain and ensure the
satisfacton- condition of all landscaping, irrigation and drainage sti•stems, and appurtenant
facilities. �11 landscaping impro��ements �nthin rhe District are contracted for maintenance
and ser�--ice on a regular basis. "1'he frequenc�� and specific maintenance operations rec�uired
«�ithin the I�istrict is determined b�- City staff, but is generally scheduled �veel:l��.
Landscape Watet—�: tilin- cost to furnish «ater required landscape irrigation.
Landscape Electric—Utility� cost for furnishing of electricit�- required for the operation of
thc irrigation s�-stems and ornamental lighting.
Landscape Repaits=l'his item includes repairs that are not normall�- includcd in the rearlF•
maintenance contract costs. "I'his may include repair of damaged amenities due to � andalism
and storms. :,lso included ma�- be planned upgrades. 'I'hese upgrades could includc replacing
plant materials or renovation of irrigation s��stems.
Lighting`I'he furnishing of electricit�� required for the operation and maintenance of the
lighting facilities. '1'he Cin� contracts for the furnishing of its electricit�- for street lighting,
1x�hich includes normal maintenance and bulb replacement. This cost does not include repairs
or replacement of damaged facilities due to �-andalism, accidents or storms.
Sweeping Setvlces ���eekl}' cleaning of the parking lot and gutters using a contracted,
mechanized ser�-ice.
So/id Waste Removal Services The furnishing of bins and bi-«,eekly� collection of solid
�vaste. The Cit�� contracts �ti-ith the �vaste hauler for this ser�>ice. Onl�� developed properues
(«rith a structure) recei�e special Uenefit from this ser�•ice and are assessed for this ser�-ice.
.1•1r�niFnrarr�in/ Pu,�e 13
President's Plaza I Property and Business Improvement Distnct
Management Distnct Plan, City ofPalm Desert
Fiscal Year 2006/07
Indirect Benefit Costs
Dtstrict Administtation The cost to all departments and staff of the Cin-, for providing
the coordination of District ser�-ices, operations and maintenance of the District, response to
public concerns and education, and procedures associated with the le��� and collection of
assessments. This cost also includes contracting urith professionals to proride additional
administrati� e, legal, or engineering sen ices specific to the District.
Count}r Administtation Fee This is the actual cost to the District for the Count� to
collect District assessments on the property tax bills. This charge is based on a flat rate per
fund number.
County Pe� Parcel Fee--This is the cosc to the District for the Count�- to collect
assessments on the property tax bills. This charge is on a per assessment basis, at $020 per
assessment, and is in addition to the Count�- Administration Fee.
Miscellaneous Expenses This is a fund for additional costs related to District
administration including required formation, documentation, recordation, and legal fees.
Reserve �'und Collection The Reserae Fund provides for collection of funds to operate
the District from the time period of Jul}• 1(beginning of the Fiscal Year) through Januan�
when the Count}- provides the Cin- «7th the first installment of assessments collected from
the properh- tas bills. The Aesen�e Fund eliminates the need for the Ciry to transfer funds
from non-District accounts to pa}� for District charges during the first half of the fiscal �ear.
The Reserve Fund ma�� also be used to offset an�� unforeseen costs such as repairs, legal fees,
revenue deficits, or increased costs due to inflation or contractual agreements that are greater
than originally� planned.
Levy Breakdown
Total Direct atid Indirect Costs This is the sum total of all budgeted Direct and Indirect
costs.
Anticipated Defteit/Sutplus This item ma}' include anticipated costs of the District that
exceed the amount to be collected. This item also reflects beginning balance deficits. ��'hen
the actual cost and eYpenditures for the District �vere greater than the amount budgeted and
collected in the prior tiscal �ear, the District has a Beginning Balance Deficit. This deficit
ma�> be the result of unforeseen and extraordinary costs incurred, or assessments actually
collected �rere less than anticipated. �,�'hen a deficit occurs, the deficit amount ma� be added
to the amount to be collected through the le��� for the current fiscal j�ear or reco� ered
through use of the Resen�e Fund.
��'hen the actual costs and expenditures for the District are less than the amount budgeted
and collected in the prior fiscal ��ear, the District has a Beginning Balance Surplus. ��'hen a
surplus occurs, the amount may� be used to reduce assessments or ma}� be added to the
Resen-e Fund.
11uniFiirancia! P�ge 14
President's Plaza I Property and Business Impro� ement District
Management District Plan, Cit�� ofPalm Desert
Fiscal Year 2006/07
Othet Revenue Sources=I'his item may include additional funds designated for use b}- the
District that are not from District assessments. These funds are added to the District
account and ma�� be added to the Resen�e Fund or used to reduce assessments, and ma�� be
from either non-District or District sources including Cin- General Fund Contributions or
interest earnings on the Reser� e Fund.
Contribution Replenishment The Contribution Replenishment represents repa�ments of
amounts that had been temporaril}` advanced b�- the Citi- to co�-er costs associated w�th the
improvements. It is anticipated that the City- �vill provide a temporar}� loan to the District to
continue the improcements and ser�-ices in the first fiscal }•ear until the tlrst assessments are
collected. "I'his loan «--ill be repaid in the tirst fiscal �-ear and is not reflected in the budget.
Balance to Levy This is the total amount to be le��ied and collected through assessments
tor the current tiscal )'ear. "I"he Balance to Le��}> represents the sum of "I�otal Direct Costs,
Indirect Costs, Ret-enue Deficits, C�ther Revenue Sources, Re�-enue Surpluses, and
Contribution Replenishments.
District Statistics
Total Number ofPatcels —7'he total number of parcels w�ithin the District.
Total Patcels Levied--The total number of parcels ��rithin the District that «-ill be
assessed. Non-assessed lots or parcels include easements, common areas, and parcels «-ithin
the boundaries of the District that currentl}• do not benefit from the improvements.
Total Building Squate Footage This is the sum total of the building square footage
applied to each parcel ��7thin the l�istrict.
Total Ftont Footage (parking lotr—This is the sum total of the front footage applied to
each parcel within the District.
Levi• Rate per Square FooE—This amount represents the Rate being applied to each
parcel's indi�ridual building square footage (calculation of each parcel's proportionate share
of refuse collection costs). The Lev�- Rate per Square Foot is the result of di�•iding the
estunated total refuse cost for that year b�- the sum of the District's "I'otal Square Footage.
"i he rate is calculated to three decimal places.
Levr- Rate per Front Foot�This amount represents the Rate being applied to each parcel's
individual parking lot front footage (calculation of the parcel's proporaonate share of
parking lot maintenance costs). '1'he Le�-�- Rate per Front Foot is the result of dividing the
estimated total parl�ing lot costs for that ��ear by� the sum of the District's "I'otal I�ront
F'ootage. The rate is calculated to three decimal places.
Lev3� Rate for Indirect Costs—'I'his amount represents the percentage applied to each
parcel's Direct Costs to determine the parcel's proportionate share of the amount to be
assessed for administratii-e expenses and Reseme Fund Collection. _�1 maximum rate of
,1lrrniFi�ra�rrinl Page 1 �
President's Plaza I Property and Business Improvement Ilisrrirr
Management District Plan, City ofPaLn DeseR
Fiscal Year 2006/07
tifteen percent (15°%) has becn established, but it is anticipated that the ma�cimum amount
unll be collected each �-ear in order to establish and maintain a reasonable Reserve Fund.
B. District Budget
'I'he District Budget sho�vn on the follo«-ing table lists the estunated costs of providing the
various improvements and ser�ices. The costs and the resulting rate for each fiscal �-ear is
based on the estimated costs to pro�-ide the impro�-ements and services that �-ear. The
projected annual costs anticipated over the fi��e-��ear duradon of the District assessments
have been calculated on an annual inflationar�� factor of three percent (3°%) froin the first
fiscal �ear. Ho�ve�-er, this inflation factor does not mean the assessments will increase
annuall}- b}- three percent (3°%). The �d�-isor5� Board appointed bt- the Cin- Council, will
annually� revie�v the District costs and make recommendations for an� changes or
adjustments to the budget. Changes to the budget, could result in changes to the annual
assessment, but the resulting total assessment ma}� not exceed the ma�imum rates established
in this Report «�ithout first obtaining propertti� o�vner approval through assessment ballots.
:iluniFiiranan! Page 16
Ptesident's P/aza I Propert}� and Business Imp�o� ement District
Management District Plan, City of Palm Desert
Fiscal Year 2006/07
District Budget
President's Plaza I PBID Estimated 5-Year Budget (FY 03/04 through FY 07/OS)
Forecast Forecast Forecast Forecast Forecast Proposed
$udget Budget Budget Budget Budget Budget
BUDGET ITEMS 2003-04 2004-05 2005-06 200G-07 2007-08 200G-07
Direct Benefit Costs
Landscape \faintenance Costs
Landsca�e \�'ater
Landscape Electric
Landsca�e Repairs
\fiscellaneous
Li�;hting
S�veeping tierczces
Subtotal ofServrces based oa Front
Footage
SoGd ��'aste Remoc�al Scraices
Subtotal ofServices based on
Building Square Footage
Direct Benefit Subtotal
Administration /Resetves
District _idministrati��n
Cc�unh• .�dministration l�ee
Cc�unn> Per I'arcel ree
\Gscellaneous Espenses
Administrative Subtotal
Resen•e Fund Collecuon (�"/o)
Indirect Benefit Subtotal
Lev�� Breakdown
Total Direa and Indirect C��sts
_�ndcipated Deficir or Surplus
Other Revenue Sc�urces
BALANCE TO LEVY
District Statistics
Tc�tal Parcels
Total Parccls �1�o Lc;«•
Tc�tal Building Syuam Foorage
Total Front Footage (Parkin� Lot)
Le:cry- Rate [�er Syuare N�cx�t
Le��' Rate per I�ront Fr�ot
Le�ti• Ratc for _�dmin j Reserves
Reserve Information
1'ret-ious Resrn�r Balance
Endin� Resert-e Balance
:�11111fF1/lQil(7U�
:i,100
4,000
3,500
10,000
�,000
26,G00
103,000
103,000
129,600
8,-180
120
8
2,800
11,408
G,480
17,888
14%.�88
147,488
4G
42
288,900
3,'3�
S Q35- S
S ?.122 S
1 �°ro
�,2:i3
4,120
3,G05
10,300
4,120
27,398
l OG,090
106, 090
]33,488
8,''34
12�
8
�,800
11,6GG
G,G"4
18,341
151,829
151,829
�,411
�3,2•34
3,�13
10,G09
4,243
28,220
109,2?3
109,273
137,493
8,99G
12";
8
�,800
11,932
G,8��
18,807
15G,299
15G,299
5,�?3 5,--}0
4,3? 1 4,502
3,82:i 3,939
10,92" 11,25�
4,3? 1 4.502
29,067 29,939
112,�51 115,92%'
112,551 11.i,927
141,617 145,8G6
9,2GG 9,5�
131 135
8 8
2,800 2,800
12,206 12,488
7,081 ',�93
19,287 19,781
1 G0,904 1 G5,G4'
1G0,904 1G5,G47
-�G 4G �6 4G
42 42 42 �3
288,900 288,900 288,900 288,900
3,?35 3,?35 3,?35 3,'35
0.3G? S 0.3?8 S 0.390 S 0.401 �
-.335 S %.S:iG � 7.782 S 8.O1G S
1 �°'0 1�°'0 15% 15°'u
5,150
4,'38
3,824
9,?85
4,G3�
28,132
112,�51
112,551
140,G83
9,2GG
131
8
2,8�0
12,205
',034
19,239
159,922
159,922
�+G
42
288,900
3,?3�
0.389G
, . �32
1�°0
35,318 31,798 38,4-2 4�,34? 52,-}28 49,427
31,?98 38,4�2 4�,34? 52,438 59,�21 5G,4G1
P�,g� 1 ?
President's Plaza I Property and Business Impmvement District
Marragement District Plan, City ofPalm Dese�t
Fiscal Year 2006/07
APPENDIX A-- DISTRICT BOUNDARY MAP
The boundar}� map for the District is represented on the follo�t-ing page(s) and is inclusi�re of all
parcels identified on the County of Ri�-erside Assessor's Parcel i��iap 627-212, 627-221, and 627-222.
:�4uniFiirnncin! Page 18
President's Plaza I Property and Business Improvement District
Management District Plan, Cit�- of Palm Desert
Fiscal Year 200G/07
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.I�INIIIF'lIICUlCIIl� Pnge 19
Presidenr's Plaza ! Property and Business Imptovement District
Management District Plan, City ofPalm Desert
Fiscal Year 200G/07
APPENDIX B- PARCEL LEVY INFORMATION
"I'he follo.ti�ing parcel information including building square footage and front footage is used in calculating
each parcel's proportionate share of all District Costs.
Assessor's
Parcel Number
62-212002
G2-212003
G2'21200�
G27212005
G2'21200G
G3?212009
G2?212010
G2%212011
G27212012
G2�212014
G2'2120]5
G2-31201G
G2'21201'
G2'221001
62?321002
G2?22]004
G2?321008
G2'22100)
G2%221010
G2�221011
G2'222002
G2'322003
G2?322004
G2?222005
G2,222008
���?��01�
G2722201�
G3?222021
G2?22202�
G27222025
G2722202G
G2-22202?
G2'222038
G2'222029
G2?222030
G2?222034
G2�222038
G27222041
G272220�12
G2?�22043
��,��?0�4
G2'222048
62'�??p��
G2?222053
�����?0�4
G2%2220��
Acres
0.33
0.89
O.�G
0.82
0.35
0.35
0.35
0.25
0.25
0.35
0.92
0.08
0.50
0.32
0.22
0.'S
0.3-�
0.24
O.G8
0.3�
0.22
0.22
0.22
0.21
0.-12
0.31
0.31
0.24
0.24
0.34
0?�3
0.24
0.33
0.23
0.23
0.43
0.48
0.32
0.11
0.39
0.G5
0.�42
1.�2
' 059
0?8
0.47
Land Use
Commercial Developed
Commercial Dee�eloped
Commrrcial De� eloped
Comm�rcial Developrd
Commeccial De�•eloped
Commercial lleveloped
Commrrcial Deceloped
Commercial Developed
Commetcial Developed
Commcrcial llevelopcd
Commercial Dec�eloped
Exempt (Parkin�; I.ot)
Commercial De�•eloped
Commercia] De�eloprd
Commercial De� eloped
Commercial Developed
Commercial Developed
Commercial De�>eloped
Commercial Developed
Exempt (Parking Lot)
Commercial Developed
Commercial Developed
Commercial De�•eloped
Commercial De�eloped
Cc�mmercial Deseloped
Commercia] Di�-eloped
Commercial Developed
Commercial Developed
Commercial Developed
Commrrcial Developed
Commercial Developed
Commercial Developed
Commercial De�eloped
Commercial Developed
Commercial De�eloped
Commercial Developed
Commercial Developed
Commercial Developed
Esempt (E:asement)
Exempt (Parku��; Lc�c)
Coinmercial Devel<�ped
Commercial Develo�ed
Commercial De� eloped
Commercial Developed
Commercial Developed
Commercial Developed
Building Square Footage
Net Applied
3885 3,900
8G50 8,700
8525 8,500
12932 12,100
5820 5,800
8150 8,200
3210 3,200
5030 5,000
2�t00 2,400
5000 5,000
2098' 21,00�
0 0
10238 10,200
�'S0 4,800
�+?50 4,800
18182 18,200
5300 5,300
45G3 4,600
15G8 1,600
0 0
4435 4,4Q0
3250 3,300
3250 3,300
3000 3,000
G" 12 6,700
4G92 4,700
3900 3,9Q0
3iG2 3,800
50�0 5,100
5000 5,000
5000 5,000
5150 5,200
4950 5,000
4800 4,800
4950 5,000
G27G 6,300
9900 9,900
5925 5,900
0 0
0 0
13338 13,300
�83� 7,800
11G9� 11,700
8238 8,200
9312 9,300
15a17 15,000
Front Footage
Net Applied
50.00 50
200.00 200
100.00 100
]'1.�� 170
50.00 50
50.0� 50
50.00 50
�0.00 50
�0.00 50
50.00 50
231.55 22Q
0.00 0
100.00 100
50.00 50
50.00 50
213.02 215
50.00 50
50.00 50
225.1 G 225
0.00 0
SQ.00 50
50.00 50
50.00 50
50.00 50
100.00 100
�0.00 50
�0.00 50
50.00 50
�0.00 50
50.00 50
50.00 50
50.00 50
50.00 50
50.00 50
50.00 50
100.00 100
100.00 100
� 5.00 75
0.00 0
0.00 0
140.G3 140
100.00 100
251.G9 250
151.G9 150
140.G3 140
100.00 100
:tlsmiFi,so�t�za! Pn,ge 20
President's Plaza I Property and Business Improvement District
Management District I'lan, Cit}• ofPaLn Desert
Fiscal Year 2006/07
APPENDIX C ASSESSMENT ROLL
Parcel identification, for each lot or parcel w�ithin the District, shall be the parcel as sho�vn on the Ki�-ersidc
County� :lssessor's �1ap for the ��ear in �vhich this Report is prepared.
.1 listing of parcels assessed ���ithin this District, along �vith the assessment amounts, is included on the
follo�ti-ing page.
_�IuniFiu�ncial Pc�qr 21