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HomeMy WebLinkAboutRes 06-104 and 06-105 FY 2006-07 PD Landscape and Lighting DistrictREQUEST: CITY OF PALM DESERT DEVELOPMENT SERVICES STAFF REPORT 1. Approval to Amend/or Approve the Final Engineer's Report for the Consolidated Palm Desert Landscape and Lighting District for Fiscal Year 2006/2007. 2. Approval to Order the Levy and Collection of Annual Assessments Within the Consolidated Palm Desert Landscape and Lighting District for Fiscal Year 2006/2007. DATE: June 22, 2006 CONDITIONS: Resolution No. (s) 06-104 , 06-105 Final Engineer's Report FY 2006/2007 Table 1-1 (Annual Levies) Recommendation: Waive further reading and adopt: 1. Resolution No. 06-104 amending or approving the final Engineer's Report for the Consolidated Palm Desert Landscaping and Lighting District for Fiscal Year 2006/2007. 2. Resolution No. 06-10ordering the levy and collection of assessments within the Consolidated Palm Desert Lighting and Landscape District for Fiscal Year 2006/2007. Executive Summary: The Palm Desert Consolidated Landscape and Lighting District consists of 33 individual landscape and lighting districts. Each year the City is required to hold a public hearing to review and approve the district's budgets and annual levies (Le. Engineer's Report). On June 8, 2006, the City Council initiated the process to levy and collect annual assessments, granted preliminary approval of the Engineer's Report, and set a public hearing for June 22, 2006, to take public testimony. The residents have previously approved their district's maximum annual levy. The only modification to the annual levies is the allowed three percent (3%) cost of living adjustment. The attached resolutions allow the City to: 1. Grant final approval of the Engineer's Report (budgets and annual levies) for the Palm Desert Consolidated Landscape and Lighting District for Fiscal Year 2006/2007. Staff Report Palm Desert Consolidated LLD FY 06/07 Page 2 of 2 June 22, 2006 2. Order the levy and collection of annual assessments for Fiscal Year 2006/2007. There are no changes proposed to the preliminary Engineer's Report and Staff recommends approval of the attached resolutions. Background: The City of Palm Desert administers 33 individual landscape and lighting districts, referred to as the Consolidated Palm Desert Landscape and Lighting District. These districts were established to pay for the maintenance of perimeter landscaping and streetlighting that benefits residential subdivisions. Each year the City prepares an annual budget and levy for each district, which is reviewed and approved by the City Council. The levy amounts within each district are levied and collected through each parcel's property tax bill. Discussion: The Final Engineer's Report includes a detailed budget for each district. Attached to the report is Table 1-1, which summarizes the annual levy for each district and identifies which districts have been renovated and those that denied the renovation. The three districts that denied the levy increase/renovation will continue to contribute with their existing levy, but the level of service will be modified to match the funds available to maintain their district. Recommendation: Staff recommends that the City Council open the public hearing, take public testimony and at the conclusion of the publi&: I- erurir a pi rc vg the attached resolutions. Submitted By: /�, Department Head: o artinAlvarez- ai �r Croy o ACM for D opment Services Senior Management Analyst Approval: Carlos L. Ortega City Manager 4J 0 _ al 0 8 Et z i`i >-I H in vi w F ff447, ' + I- '"ip it W allo vmrru�nr. Paul Gibson Director of Finance Palm Desert Consolidated Landscape and Lighting District Annual Levy Fiscal Year 2006/2007 Table 1 FY 05/06 Annual Renovated District Units Levy Canyon Cove 225 $91.46 N/A Vineyards 132 $65.78 N/A Parkview Estates 172 $22.86 N/A Desert Mirage 29 $348.24 j Yes Sandcastles 41 $47.72 N/A Primrose II 37 $138.42 Yes Mont. Meadows 40 $91.44 Yes The Glen 16 $293.26 Yes Hovley Estates 16 $413.12 Yes Sonata I 16 $340.68 Yes Sonata II 94 $128.94 1 Yes Hovley Collection 38 $133.12 No La Paloma I 16 $319.00 Yes La Paloma II 16 $402.50 Yes La Paloma III 15 $293.40 Yes Sandpiper Court 16 $401.56 Yes Sandpiper West 16 $398.50 Yes Hovley West 16 $310.00 No Diamondback 20 $215.44 N/A Palm Court 20 $273.80 N/A Waring Court 16 $336.68 Yes Palm Gate 37 $74.28 No The Grove 105 $215.36 N/A Portola Place 23 $203.60 Yes PD Country Club 173C $20.98 N/A Kaufman and Broad 163 $124.28 Yes Canyon Crest 67 $121.14 N/A College View Estate II 32 $317.24 N/A Sundance West 32 $260.38 N/A College View Estate I 32 $339.40 N/A Petunia I 32 $298.74 N/A Sundance East 14 $484.06 N/A The Boulders 16 $336.30 N/A RESOLUTION NO. 06-104 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, AMENDING AND/OR APPROVING THE FINAL ENGINEER'S ANNUAL LEVY REPORT FOR THE CONSOLIDATED PALM DESERT LANDSCAPING AND LIGHTING DISTRICT, FISCAL YEAR 2006/07 The City Council of the City of Palm Desert (hereafter referred to as the "City Council") does resolve as follows: WHEREAS, The City Council, pursuant to the provisions of Part 2 of Division 15 of the California Streets and Highways Code, did by previous Resolution order the Engineer, MuniFinancial, to prepare and file a report in accordance with Article 4 of Chapter 1 of Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22565, in connection with the proposed levy and collection of assessments for the Consolidated Palm Desert Landscaping and Lighting District (hereafter referred to as the "District") for the fiscal year commencing July 1, 2006 and ending June 30, 2007; and, WHEREAS, The Engineer has prepared and filed with the City Clerk of the City of Palm Desert and the City Clerk has presented to the City Council such report entitled "Engineer's Annual Levy Report, Consolidated Palm Desert Landscaping and Lighting District, Fiscal Year 2006/07" (hereafter referred to as the "Report"); and, WHEREAS, The City Council has carefully examined and reviewed the Report as presented, and is satisfied with each of the items and documents as set forth therein, and finds that the levy of assessments have been spread in accordance with the special benefits received from the improvements, operation, maintenance and services to be performed, as set forth in said Report. NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS: Section 1 The above recitals are true and correct. Section 2 The Report as presented, consists of the following: a) A Description of the District and Improvements. b) The Annual Budget (Costs and Expenses of Services, Operations and Maintenance). c) A Description of the Method of Apportionment resulting in an Assessment Rate per Levy Unit for each Zone within said District for Fiscal Year 2006/07. Section 3 The Report as presented, is hereby approved (as presented or amended as applicable), and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection. Section 4 The City Clerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the presentation and final approval of the Report. PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City Council, held on this day of , 2006. AYES: NOES: ABSENT: ABSTAIN: ATTEST: RACHELLE D. KLASSEN, CITY CLERK CITY OF PALM DESERT, CALIFORNIA JIM FERGUSON, MAYOR 2 RESOLUTION NO, 06-105 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN THE CONSOLIDATED PALM DESERT LANDSCAPING AND LIGHTING DISTRICT, FISCAL YEAR 2006/07 The City Council of the City of Palm Deseri: (hereafter referred to as the "City Council") does resolve as follows: WHEREAS, The City Council has by previous Resolutions initiated proceedings and declared its intention to levy special benefit assessments against parcels of land within the Consolidated Palm Desert Landscaping and Lighting District (hereafter referred to as the "District") for the fiscal year commencing July 1, 2006 and ending June 30, 2007; pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code, commencing with Section 22500 (hereafter referred to as the "Act") to pay the costs and expenses of operating, maintaining and servicing landscaping, lighting and appurtenant facilities located within the District; and, WHEREAS, The Engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council an Engineer's Annual Levy Report (hereafter referred to as the "Report") in connection with the proposed levy and collection of special benefit assessments upon eligible parcels of land within the District, and the City Council did by previous Resolution approve such Report; and, WHEREAS, The City Council desires to levy and collect assessments against parcels of land within the District for the fiscal year commencing July 1, 2006 and ending June 30, 2007, to pay the costs and expenses of operating, maintaining and servicing landscaping and street lighting improvements and appurtenant facilities located within the District, and for which assessed properties receive special benefit. NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS: Section 1 Following notice duly given, the City Council has held a full and fair Public Hearing regarding the District, the levy and collection of assessments, the Engineer's Annual Levy Report prepared in connection therewith, and considered any oral and written statements, protests and communications made or filed by interested persons regarding these matters. Section 2 Based upon its review (and amendments, as applicable) of the Report, a copy of which has been presented to the City Council and which has been filed with the City Clerk, the City Council hereby finds and determines that: a) The land within the District will receive special benefit by the operation, maintenance and servicing of landscaping, lighting, and appurtenant facilities within the boundaries of District. b) District includes all of the lands receiving such special benefit. c) The net amount to be assessed upon the lands within the District is in accordance and apportioned by a formula and method which fairly distributes the net amount among eligible parcels in proportion to the special benefit to be received by each parcel from the improvements and services for the fiscal year commencing July 1, 2006 and ending June 30, 2007. Section 3 The Report and assessment as presented to the City Council and on file in the office of the City Clerk comply with the applicable provisions of the California State Constitution Article XIIID and are hereby confirmed as filed. Section 4 The maintenance, operation and servicing of the improvements and appurtenant facilities shall be performed pursuant to the Act. The City Council hereby orders the proposed improvements to be made, which improvements are briefly described as the installation, maintenance, operation, administration and servicing of the landscaping and lighting improvements including turf, ground cover, shrubs and trees, irrigation systems, street lighting, water features, ornamental lighting, entry monuments, drainage systems and all appurtenant facilities related thereto. Section 5 The County Auditor of Riverside County shall enter on the County Assessment Roll opposite each eligible parcel of land the amount of levy, and such levies shall be collected at the same time and :n the same manner as the County taxes are collected, pursuant to Chapter 4, Article 2, Section 22646 of the Act. After collection by the County, the net amount of the levy shall be paid to the City Treasurer. Section 6 The City Treasurer shall deposit all money representing assessments collected by the County for the District to the credit of a fund for the Consolidated Palm Desert Landscaping and Lighting District, and such money shall be expended only for the maintenance, operation and servicing of the landscaping, lighting and appurtenant facilities as described in Section 4. Section 7 The adoption of this Resolution constitutes the District levy for the fiscal year commencing July 1, 2006 and ending June 30, 2007. Section 8 The City Clerk, or their designate, is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution. 2 PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City Council, held on this day of , 2006. AYES: NOES: ABSENT: ABSTAIN: ATTEST: RACHELLE D. KLASSEN, CITY CLERK CITY OF PALM DESERT, CALIFORNIA JIM FERGUSON, MAYOR 3 CITY OF ]?ALM DESERT ENGINEER'S Al\'NUAL LEVY REPORT Consolidated Pa1m Desert Landscaping And Lighting District Fiscal'Year 2006J07 INTENT MEETING: June 8, 2006 PUBLIC HEARING: June 22, 20d6 � MuniFinancial Corporate Office 27368 Via lndustria Suite 110 Temecula, CA 92590 Tel: (951) 587-3500 Tel: (800) 755-MUN{ (6864) Fax: (951) 587-3510 Office Locations Anahe m, CA Lancaster, CA Los Argeles Regional Office Oaklar�d, CA Phoenix, AZ Sacramento, CA Seattle, WA www.muni.com ENGINEER'S REPORT AFFIDAVIT Establishment of Annual Assessments for the: Consolidated Palm Desert Landscaping and Lighting District Cin� of Palm Descrt Ri��crside County�, State of California T'his Report idcntifies thc parcels �ti7thin the District and the relevant zoncs therein, as the�� esisted at che time of the pas,age of the Resolution of Intencion. Reference is hereb�� made to the Ri��erside Counn' �lssessor's maps for a dettiled description of the lines and dimension; of parcels �vithin the llistrict. Z'he undersigncd respectfull�� submits the enclosed Report as ciirected 6�- the Cin- C�uncil. llated this da�- of , 2006. \IuniFinancial :lssessment Engineer C)n Bchalf oF the Cit�� of I'alm Desert By: :ldina Vazquez, Project �Ianager llisrrict _�ciministration Scr�-ices I�y�: Richard I�opeck�- R. C. F. #167�? TABLE OF CONTENTS I. OVERVIEW ............................................................................................................... 1 A. Inttoduction ........................................................................................................ 1 B. Compliance with the Current Legislation .......................................................... 1 C. General Description of the Dist�rict and Services ...............................................2 II. SPECIFIC IMPROVEMENTS A)�1D SPECIAL BENEFIT ZONES .................6 III. METHOD OF APPORTIONMENT ..................................................................17 A. General ...............................................................................................................17 B. Benefit Analysis .................................................................................................17 C. Assessment Methodology ..................................................................................19 D. Assessment Range Fotmula ............................................................................. 20 IV. DISTRICT BUDGETS ........................................................................................ 22 A. Description of Budget Items ............................................................................ 22 B. District Budgets ............................................................................................... 25 APPENDIX A— DISTRICT BOUNDARY MAPS ....................................................... 58 APPENDIX B— 2006/07 COLLECTI01v ROLL ........................................................ 59 Consoliclated Palm Desert I.andscaping and Li�hrin�; \Iaintenance .1;sessment District Engineer's Report, l�iscall�ear ZUUGjO' I. Overview A. Introduction "I'he Cin' of Palm Desert (hereaEter reEerred to as "(�it��") annuall�- le�-ies and collects special assessments in order to pro�•ide and maintain impro��ements �vithin the Consolidated I'alm 1)esert I.andscaping and I.,ighting �Iaintenance �ssessment District (hereafter referred to as the "District"). 'I�he District u�as formed in 1993, through the consolidatic�n c�f se��eral indi�-idual landscaping and lighting maintenance districts that pre�-iouslti� e�:isted �vithin the Cin�. "1'he original districts and subsequent annexauons of �-arious territories and de��elopments to the Consc�lidated District are identified as separate lones and/or Sub- zones (hereafter referred ro jointl}� as "7ones'�. Thc District and the lones thcrein ha��e becn establishcd and arc levicd annual assessments pursuant to the Lundsi�pino Ui1CI Ll�I)IlilK .�1��t of 19?2, Part 2 nf Dia'1.f10l1 1� of the Califorflia Stre�ts and Hiohu�ay.r Cocle (hercafter referred to as the "19?2 :�ct"). This Engineer's _-�nnual Le�-�• Report (hereafter referred to as the "Rcport") cicscribes the District and impro�-ements, an�- proposed changes to the I�istrict or improcements and the proposed budgets and assessments for f�iscal Year 2OOG/O7. The proposed assessmcnts are based on the Cit��'s estimated cost to maintain the impro�ements that provide special benefit to properties ��•ithin the District. Z'he �-arious impro�-ements ��ithin the District and the costs of those impro�•emerits are idenrified and budgeted separately� for each "7.one, including che expenditures, de6cits, surpluses, re�-enues, and rescrves. 'l�he word "parcel," Eor the purposes of this Report, refers to an incii�-idual property assigned its ou�n .�sscssment Number b� the Ri�-erside Countti� :lssessor's C.)ftice. The Ri� erside Count}• _luditor/Controller uses .lssessment '�iumbers and specific Fund �;umbers, to identifv on �he ta� roll, properties assessed for special district benetlt assessmenrs. Each parcel w�thin a�one is assessed proportionatcl�• for onl�� those impro�-ements pro�•ided in that Lone from tvhich the parcel recei�-es s�ecial benefit. <�t a noticed Public Hearing, the City Council will consider all testimony- and written comments presented and ma�� direct an�� neces,ary' moditications to the Report and appro�e che Report as submitted or amended. Follo�cing appr��-al of the Report, the Cit}' Council b�� res�lution, shall oreier the improvements to be made, and confirm the le�-�- and collection of assessmcnts pursuant to the 19?2 _�ct. The asses�ment rates and method of apportionment described in this Report as appro�-ed b�- the City� Cc�uncil defines the a�sessments to be applied to each parcel �vithin �he l�i:trlct for Piscal �C"ear 2006/07. 1'he asse�sments as approved �vill bc submitted to the Riverside Countt- :�uditc>r/Controller to bc included on the propert�- ta� roll for each parcel Eor the f scal �-ear. B. Compliance with the Current Legislation 'I'he Citt� Council annuall� coneiucts a�ublic hearing to accept �ublic comment� and te�timori��, to re�-icw the Repurt and ado�t the annual a;ses�ments to b� le�-icd on the 1linril'in��ir�rul Pn�<� l Consolidated Palm Uescrr Landscap�ng and Lighring \Iamtenance :\ssessmcnt Distria rnginecr's Reporr, Fiscal �'ear 200G/(l, County ta� roll for the fiscal }•ear. The assessments described in this Report and subsequentl}- appro�>ed b}� the Cin- Cour.cil ha�•e been prepared in accordance «nth the 197? _1ct and in compliance ��-ith the proe�isions of the Culif0l'/11U COI1.fI1�11I1011, .'�lYlt/� XJIII� (hereafter referred to as the ":lrticle XIIIll"), �vhich �vas enacted bS� the passage c�f Proposition 218 in \ovembcr 1996. In compliance w7th the pro��isions �f .lrticle �IIID, in I�iscal Year 199?/98, the Cin� conducted propert�• o�vner ballot procecciings for the special benetit assessments ap�licable to each of the eYisting 7.ones �vithin the Uistrict. =�t that time, the assessments presented to prc�pert}' o�vncrs included thc assessment range formula pre��iousl}' established for the District and described in this Report. L"pon tabulation oE the ballots returned, it was determined that majority� protest ciid not exist and the Cit�� Council a}�pro��ed and adopted the assessment� and assessment range formula balloted and appro�-ed by the propertti• o�vners. Similar proceeciings ha�-e Ueen conducted for all ne�� or increased as,essments incluciing am� annesations to thc District. C. General Description of the District and Services The City� annuall�- le�-ies and collects as::essments in order to maintain and service �•arious improvements «7thin the District. For Fiscal i'ear 300G/Oi, the District is comprised of thirt�--three (33) ;eparate benefit 7_ones, each funciing specitic impro�-ements and sen•ices. 'I'he Zones are identitied as: � lonc # 2 Can�•on Coce (222 parcclsj • "Gone # 3 �'ine}ards (132 parcels) • Zone # � Park�•iew F:states (172 parccls) � Zone # 5 Cook and Country� Club -- Desert '�Iirag� Sub-zone (2) parcelsj • lone # 5 Cook and Country Club — Sandcastle Sub-zone ;-}1 parcels) • Zone # 5 Co�k and Country Club -- Primrose 2 Sub-zone (37 parcels) • 7.one # G E Io�-1e�� T ane —:�Sontcrey �feado�vs Sub-zone (-�Q parcels) • %one # G f Iovle� l.ane — The Glen Sub-zone (1( parcels) • 7.one # 6 F Iovlcy Lane — E[o�-1e�- Fstate� Sub-zone (16 parccls� • lone # G I Io�•le�� I.ane — 5onata I Ssb-•r_one (1G parcels) • %one # G I Io�-lcy� Lane — S�nata II `�ub-zone (9-1 �arcels; • �one # G f Io�-1ey l,ane — f Io�•leti� C<:�llection Sub-zone �38 parcels) LlnniFiu�iurr:�! p���., � Consolidated Palm t�esert Landscaping and Lighung �Iaintenance :lssessmenr Di;tricr F.ngineer's Report, Fiscal 'i'ear 200G j 0"' • 7one # G�Iovle�- T.anc — l.a Paloma I Sub-zone (1 G parcels) • lone # C Ho��lc�• l.ane — I.a I'aloma II Sub-zone (1G parcels) • Ione # 6 f Iovle�• Lane — La Paloma I[I Sub-zone (1� parcels) • "l.one # G I-Io�-le}� Lane — Sandpi�cr Court Sub-zone ;1 G parccls) � "Lone #( f�o�•le�- Lane — Sandpiper \\'est Sub-zone (1 G parcels) •'Lone # 6 I-�ovle�• Lane — Hovle�� Court �t-est Sub-zone (1G parcels) • lone # 6 f3o��le`� Lane — I�iamondback Sub-zone (20 parcels) • "l.one # G�Iovle�- Lane — 1'alm Court Sub-zone (20 parcels) • Lone # 7—�t'aring Courr (1 G parc�ls) • 'Lone # 8 — Palm Gace (3? parcels) • Ione # 9 — �1'he CTrove (105 parcels) • %one #11 — P�rtola Place (23 parcels) • lone #13 — Palm Desert Country Club (1,732 parcelsj • lonc #1� —[t & B at Palm llesert (1G3 parcelsj • Lone # 15 — (;ari�-on Crest (G? �arccls) • "Lone #1G Shepard Lane — College �'ie�u F,states ] I(32 J�arccl,) • lone # 1 G Shepard I_ane — Sundance �\- est (3? parcels) • `Lone # 1G Shepard I.anc — C�llege �'ie�v L:states I(32 parccl5j • "I_one #IC Shepard I.anc — Petunia l(32 parccls; • 7.�ne #16 Shepard I,ane — Sundance La�t �1-� parcelsj • Lone # 1 G Shepard I.ane —"L'he Boulders (16 parcels) '1'he District pro��ic3e� for the maintenance and operation of local ]andscaping and li�hring imprc>�-ements anci a�sociated appurrenances located �vithin the puUlic right-of-wa�-s and dedicatcd landscape easements. '1'he impro�•ements anc3 the annual co,ts c�f thc�se .11nnil�iurn:�hd 1����� 3 Consolidated Palm I�esert I.andscaping and I.ighting \Iainrenance .lssessment Districr F,n�inecr's Keport, Fi�cal �'ear 300G/0' impro��ements are idenutied and budgeted se�aratel�� for each 'I.one, including thc etpenditures, det7cits, surpluses, re�-enues, anci reser�-es. The impro�•ements provided and tor �vhich parcels are le�•ied special benefit assessments ��nthin the Uistrict can be categorized as rhree (3) impro��ement n'�es. 1. I.ocal street lighting (residential street lighting associated ��nth the properties �vichin the lonc and specifc subdi��isions). 2. Local landscaping improeements :.ncluciing parkwa�-s, perimeters, entr��tva�•s, local medians, and internal landscaped ameniries. 3. Special Lone ser�-ices incluciing tree trimming, graftiu arid «�e�d abatement and landscape maintenance of flood control areas (retendon and detention basins). The costs associated �tinth the impro��err�ents authorized by� the provisions ot the 1972 _1ct are equitably� spread among the benefiting parcels in proportion to the special benetit the`- receive. Only� parcels that receive special benefits from the unprovements are assessed, and each "Lone consists of parcels that benefit from those s�ecific impro��ements. I.andscape impro��ements maintained bt� the District and associated �Lnth each 'Lone �vere either installed as a conciiaon of de�-elopment or �vere installed for the benetlr of the properties assessed. "I'he landscape improvements associated ��-ith each 7.otie ma}� include, but are not limited to: open space areas, meciians, pari.-�va�-s, siopes, retention or detention basin areas, and pubLic right-of-�va�rs or easements that pro�-ide >pecial benetits to the parcels. 'I'hese impro�•ements may� include, but are not limited to: turf, ground co� er, shrubs and trees, irrigation s�-stems, decorati�e ;ighting, �vater features, entry monuments, draina�e s��stems, hardscapes and associated appurtenances. Similar to landscape impro��ements, street lighting improvements funded through District assessments ���ere installed for the benefit ��f properties ��nthin each of the lones and the assessments provide for the maintenance, operati�n and energ�- costs relateci to those street light impro�-ements. 11ruuE'��inmr��! I?���e -� Consolidarcd Palm Dcscrt I,andscapin�; and I,ighting \Iaintenxnce -1s�essment Di�rrict Lnginecr's Rcport, l�iscal �'cxr 300Gi'0- "I'he follo��-ing cable lists the Lones and Sub-zones ���ithin the District and a summan� of the �arcels for I�iscal �"ear 2U06/0?. B�?I�f',FIT 'LO�I��.S � � Assessable Zone Number "Lone Name Total Parcels! Parcels Total EBU %onc #2 Camvn Ccnc 32� 232 I �22.00 _� /.c�nc #3 -- \'inc}ards ----- I-1i 133 I 133.�0 %cmc #-#_ _ Narkv�cu• I•:st�[c. 1 i� l;3 ' 1'�.00 � %onc ;?� Cuok & C��unrn CIuU: � i �ub-'/.oncz#5 I�\[ I)c;crt \lira};c 29 39 � '9.p0 Sub✓.onci�� ti(: �an�3casdcs �31 -41 �L00 ' I Sub-"/.onci'*� PK ; Pnmro:c 3 37 37 37.00 /.onc uG ' I l��cic� lanc: � i Sub-%onc;6 �I�f � S[ontcrct �1caSo�a�• i -10 -}U }O.Up ! tiub-'/,�mc#61IG "l'hc(�Icn IG 1G 1G.110 ' SuU✓unc#61I1: Ilavlc� I?�tatcs � I? IG 1G.110 �ub-%onc#G �1 tiUtlltl I IG ! 1G 1G.OU �ub�%c�nc'-'G S3 ticmara II 9-1 � 9�1 9-3.Op 1ub-"/.cinr�G I[(; I lc�cic�� Cc�llccti�m 38 38 3A.00 �ub ✓.oiu�G 1.1 J.a Paloma ( 1� 1 G 1 G.00 tiub-1,onc�G I? I.a l'ilonta II 19 1G 16.OU tiub-/.onc#G 1.3 I.a Paloma III 1? 15 � lS.UO Sub-'/.onc#GtiP �an�Ptper(;ourt � l9 1G , 1G.110 � Sub-'/.onc#G SVv Sandpt�cr \x`c,t 1G IG 1G.W � tiub-%unc,-^*G Il�\' Ilovlc� C��urt\C�`c�t iG IG 1G.00 Jub-'/.c�nc=FG I)li Ihamondback 23 '0 'i�.0(1 � tiub-"/.�,ncz?G P(: Y�lm G�urt �4 , 311 ?U.00 --- - � -- -- - - - --- - - ------- "/.unc zi? �C'ann�, Cuurt IG 1G _ 1G_UU - - -- - - - -- - -�- - -__ _ /.�mc �S Palm Gatc --- 3� 3, --- ---- 3�.Ull "/.onc#9 -- 1'hc(�nrvr--- --- lU�---- lU� 1p�.U0--- ' /.unc ;:11 � l'cirt<da Placc 23 33 '3.U0 � -- --- — -1 -- --_----- /.onc �13 Palm L)cscrt Cauntn (:lub I 1,%G9 1,�3? _�,31-1.85 _ %c�nc #1-1 l� R B.�t Palm Uc>crt 1G5 -- 1G3----� - IG3.OU , /.unc tt15 -- Cam<�ii Crc�t ---- --�- ?1 G' G'.O(1 /.�mc ulG �hc�ar�3 I.anc: i 1i�U-%<inc m1G (:\' (:�,llci;c \'icu,• I{st.ttcr II 3'_' 32 32.(l� tiuU-%��nc ~1G �17 �unclancc �\`c+t 3G 3? i7_.OU 1ub-%c�nc �1G (,\' 1 � Cnllcec \'ic�t� I.statc> 1 i3 3"_' i?.UO Sub-'/.cmc =11G I'1 Pctuni�s I i 33 3'_ 3�J10 � Sub-"/.�>nc +YIG SI: Sunclancc I•:.t>r l-� ; 1-! 1-I.UIi � --- `ub-/.unc �IG lil)---�lhc Rc>ulcicr;- ---- __..__ 1G 1G IG.UU Tot:►1 District 3,3G8 I 3,38; i,3'3.i)� -- -- -- - - - --- - - --- . _ L_ - -- ---- -- -- - - -- llniiiF7i�:ui.<<�! P�r;r � Consolidatcd Palm Desert Landscaping and Lighnng �fainrenance :lssessment Disrnct Engineer's Report, Fiscal 1'ear ?OOG/0' II. SPECIFIC IMPROVEMENTS Al'�1D SPECIAL BENEFIT ZONES "1'he boundaries of each lone, the location of impro�-ements and special benetit recei��ed b�� the properdes and propert}• o�vners w-itliin each Ione are described in this section of the Report. In an�• gi�•en iiscal ��ear, Citt� staft� ��711 determine the scope of �vork for each Zone as assessment revenues allo�v. .\n}- necessan' reducuons in the scope of �vork ��711 likely include, but are not limited to; the freyuenc�� of mo�ving and edging turf areas; the application oE ferdlir.ers and aeration of turf; trimming and pruning oF shrubs, trees and ground co�-er; trash pick-up in landscaping areas; and, �veed and litter control. 1�e allocation of special benetit and general benefit of the improvements provided �vithin the District are summarized in the �Iethod oE �pporaonment section of this Report and are identitied in the budget for each lone. :1 description of the District impro�rements and the le��el of annual ,en-ice each "_l.one �vill recei�•e are pro�-ided in the follo�ving: Zone #2 (Canyon Cove): "Lone #2 includes Tracts 11G36-1, 2, 3, &-� and Tract 23485, generall}- located South of Deep Canyon Tennis Club, '�;orth of I Iayr,tack Road, ��'est of I�iarrakesh Countn� Club, and East of High�vay 7�. The streets �L7thin the Zone include �mbmsia Street, S�veetbrush Lane, llcer Grass llrive, l,otus Court, Calliandra Street, :1ber Street, and .11amo Drive. These parcels benetlt from the maintenznce and operauon of street li�hang encompassing the streets w-ithin the 'Lone, thc landscaped park«�at- along the East side of High���a}- 7-� and the landscaped areas on the North side of Ha�-stack Road, adjacent to the abo��e mentioned tracts and installed as part of these resiciential de�-elopments. The interior local street li�hdng has been identified and allocated as l0U°'o special bencfit with no general benefit allocation. The parkway landscaping along Fiighwa}' ?� has been identified as 100"'o special benefit to the parcels �izthin the lone. f�o���e�•er, it has been determined that the landscaped meciian cm I Iati�stack Road (although installed as part of the de��elopment) not oniti� provides a special benefit to properties �vithin Can��on Cove, but also pr��•ides a general benefit. The proportionate general bcnefit of this improvement has bcen identified and eliminated from the lon�� assessments. rllthough there is a general benefit component, the majorit}- (83"'0) of the median landscaping on ��a�-stack Road is a Elood control channel and was reyuired for de��elopment of the homes ���thin Can��on Cove. l�erefore, pursuant to _lrticle hIIIll Secuon �a �assessments used to fund tlood control and cirainage s�•stems) the majorih,� of the costs for this landscapeci area could be considered etiempt. ��o�ve��er, in recognition ot the general benefit this impro��ement area pro��ides and thc pre�-ious assessments applied to properaes �vithin the Lone, it �vas determined that the Cit}' �vould fund a large portiun of the �osts lssociated �vith this landscaped median area. Refer to the budget section �f this Report for details on the allocation of benefit and related asscssmcnts. _�1niuFia�ur'Ia/ Pn;r G Consol�datcci Palm L�escrt Landscaping and LightinS \Iaintenance .��sessmenr District I�nginecr's Report, Fiscal 1"ear 2U0G/O' Zone #3 (Vineyards): Lone #3 consists of the parcels in 'l�racts 12181-1 and 12181-2 on the \�'est side of Portola .��•cnue. Zhe strects ��7thin the lone include I�tartini Court, Heitz Cvurt, �Ionda�-i Court, Calla�vati� Court, 5tc�n�• Hill Court, �Iasson Street, Itrug :��•enue, Sebastian ��'a�-, and San Pa�qual :1��enue/Rutlecige �t ati�. 1'hese parcels receii�e �pecial benetits from the o�eration and maintenance of street lighting improeements ���ithin the "Lone boundaries and the laridscaped area along the ��'est side c�f Portola :1��enuc, from the northern boundar�- to the southern boundary- of the t�vo tracts. ]3oth the street lighting and landscape impro��emcnts identified for this lone wcre installed as part of the residenaal development and the ongoing maintenance and operation of these impro�ements provide special benetits to properties �yithin the Ione. lt has further bcen determined that these impro�-ements «-ere installed and are maintained solely for the b�nefit of properties «-ithin the "Z.one and the improvements pro�•ide no measurablc benefit to Properties outside the lone. <-�n�• benetit conveyed to other properties or to the public at large (general benefit) is incidental. Therefore, both the interior tracc street lighting and the park��;a}� (perimeter) landscaping costs ha�e been identified and apportioned 1()0°.'o as a special benefit to the parcels �L7thin the .7,one. Zone #4 (Parkview Estates): lotie #-� consis�s of the parcels in Tract 823?, South of I�iagnesia Falls Dri�-e, \;orth of I�'red ��G'aring Dri�•e, ��'est of Deep Canti-on Road, and F-�ast of Portola i1�-enue. 'I'hese parcels recei�-e special benetlts from the operation and maintenance of street lighting along Primrose Dri�-e, llesert Star Boulevard, �'anda Circle, Palmilla Circle, I�lvrsine .���enue, Gazania Place, Rutledge :1�-enue, Button�vood Drive, Silktree I.ane, Santolina Dri�>e, 13alsam Lane, and E�;rin Street. The street lighung improvements �vere installed as part of the residential development and are considcred a special benctit to the properties ��-ithin the devclopment (i.c., lone). 'I'he ongoing operaaon and maintenance of ititerior residential strcct lighdng pro�ides no measurablc general bcnefit to properties outside the Ionc or to the public at large. 'T'o the extent that �ome strcetlights associated ���ith the 7_one are located on the perimeter oti the resiciential de��elopment and pro�ides direct illuminarion to parcels out�ide the %one, a portion of the maintenance costs has been identified as a gcneral benefit. This "Lone has hventy� interior strcedights and five perimeter �trcetlights resulting in an allocation oE the lone cosCs as 90° o special benetit and 10"-'o general benefit. Zone #5 (Cook and Country- Club): "/_one #� c<msists c�f three (3; separace re�idential :ubcii��isi�ns identitied as SUL�-ZOIl(:5. �I'he�e three Sub-iones are kno�t-n and identiEied as the I�esert :�Iirage (Tract 2�G39), 5andca�tles �"1'ract ? 133f�-lj, and Primrose ?( I'ract 2�-43G). �:ach ot these Sub-zones has s�ecitic local im}�r�i�ements maintaincd b�� �he l�istrict that �vere installed as �art of the�e residential dc�•e1c�I�mcnt�. lluuil ��uum. i�,! Pa�< ? (�onsolidated Palm I�esert Lanclsca�ing and Lighring \faintenance _�ssessment Dis�rict En�inccr's Reporr, Fiscal 1'car 3l)OG/0'• These three subdi�•isions �verc originall�� part oi a larger Ione known as Cook and Countn� Club and were proportionatel�� assessed for mcciian landscaping in the area as �vell as their local (tract specific;� impro�>ements. In fiscal }�ear 1997/98 it �vas determined that the median landscaping in the Cook and Countn� Club area �vas largel�� a general benefit and this portion of the assessmcnt ��-as climinated. Ho�vever, it was determined that the parcels �vithin these three (3) Sub-zones recei��e spccial bcne�it from tract specific impro��ements maintained b}� the I�istrict, and each parcel ��7thin the r��specti� e Sub-zones should continue to be assessed proportionately� for the co�t of ser�ices a.,sociated ���ith those local improvements. L?pon re�-ie�v of the specific street lighting impro�-etnents associated �L-ith each of these Sub- zones, the street lighting facilirics haee been identified as interior tract streetGghts. These streetlights pro��ide little or no direct illuminarion to parcels outside the Sub-zones and therefore the costs of maintaining these .improvements are allocated as 100°��, special benefit w-ith no general benefit. L'pon review, it has been determined that 1S% of the improvemcnts v�rithin thc Desert :�firage Sub-'Lone are oF a general benefit to those properties outside of the Sub-zone. "I'herefore, this percentage of the costs of maintaining the Sub-zone has been removed Erom the assessment and must be funded from other sources. "I'he propertj- o���ners in Sub-zone kno�vn as Desert �Iirage �vere balloted in Fiscal Ycar 200-F/0� Eor an increase in their maxic7ium assessment rates. "I�he pr�posed le«- increase would fund new maintenance costs required after the Ciry• of Palm Desert reno��ated the improvements �tnth �vater efficient landscaping and irrigation sj�stems. I�fajority� protest did not exist, therefore the Citr• w-ill move fonvard �ti7th the plans to reno�-ate the improvements in the Desert :�lirage Sub-rone. Refer to the budget for Zone � in Section I�' of this Report for specifics regarding the proposed assessment for the current fiscal }-ear anci the maaimum assessmcnt. Zone #6 (Hovley Lane): Parcels �vithin this Lone are located generall� East of �•lonteret- .lvenue and \�'est of Portola _��-enue and includes parcels and tracts along IIo��ley Lane �t�'est. 'Lone 6 includes the follo�ving subcii�risions and Sub-zoncs: • I�lontere}' �Ieadows �I'racts 21791 and 237-}1� • '1'he Glen ('I'ract 2�21?) • E Io�•le�� Estates � I'ract 2�591) � Sonata 1 ("I'ract 23982) • 5onata II '"I'racts ?-42��4 -1, 2, 3) • f Io�-le�� Collection (Z'ract 2-�G03) • La 1'alc>ma 1 �Tract 3-�'73-1j • I,a I'aloma 2 ("I'ract 24773) • I,a Paloma 3 (�1'ract 290��j • 5andpiper Court (Tract 2737U) � Hovle�- Court ��'est (Tract 2958�) • Sandpiper �t'est (Tract 39�?9) • Diamondback Road (Tract 29893j • Palm Court � l�ract 2�3?3) �IrurrE'7i::urr<<d Pn{:' �i Consolidarcd I'alm Dcscrt I,andscaping and Lighring \Iaintenancc .lsscssmenr District Lngineer's Rcport, Fiscal 1'ear 300Gi 0 i "I'he parcels «zthin each of the fourteen (1-�) Sub-zones of Zone G(I�o�-ley I.ane� recei�-e benefit from �-arious improvements that �vere installed as part of the separate residenual developments and are specitic to each tract and subdi�-ision. 'I'he assessment for each Sub- rone funds and pro�-icies for the park�vati� landscaping improvements adjacent to each tract alon� I Io��1e�� Lane as �vell as specific in-tract impro�•ements. "I'he in-tract impro��ements mav include street lighung; ciry �vell aeid retcntion basin landscape maintenance; and landscaping oE additional park�va5� areas. "I�he impro�-ements �L-ithin "/.one G include street lightin� c�n Clo�-er I.ane, I�feadow Lane, Ho�-1e�- Lane �C'est, Centennial Circic, Posada Court, �'ia Fonda, Sonata Court, _��-enida .lrcaciia, .-��-enida Solana, Sandpiper Court, .-1�•enida Rosario, Sandpiper Court �t'est I io�-ley Court, Diamondback Road, and Palm Court; landscaped parkway's along E �o�•le�- Lane �\'cst, \Iontere�� 1-��-enue, Portola _��-enue and landscaped retenuon basins located �;ithin f io��ley F,states, f�ovle� Collections, La Paloma 1, I.a Paloma 2, Sandpiper Court, and Sandpiper Court �f est. Lpc>n re��iew of the s�ecific street lighting impro�-ements associated �vith each of these Sub- zones, the street lighting facilides have been identified as tract specific streetlights. To the cstent that some streetlights associated ���ith the Glen, Sonata I and Ho�•ley- ��-est Sub-rones are located on the perimeter of the development and pro�-ide ciirect illumination to parcels outside the subdi�ision, a poruon of the maintenance costs 15°-o ha�-e been idenutied as a general benefit component. 1�erefore, the cost of maintaining the street light improvements i; allocated as 85°��� special benefit to properties «ithin these Sub-zones. Similarl}', it has been determined �hat a poru�n oE the park�va�- landscape impro��cments associated «ith the Glen, Sonata I and Hovlcy \�'est Sub-zones provide a general benetit t� properties outside of thcse Sub-zones. T'herefore, 1�"-'o of the cosr of maintaining these landscaped areas has been remo�-ed from the asse;sments and �ti211 be funded from other sources. 1'he landscape improvements assc�ciated «zth each of the remaining Sub-zones pro��ide no measurablc general beneftt to pro�ertie, outside thc Zone or to the public ac large, and therefore, their specitic local landscaping improvements and the corresp�nding as>c;sments ha�-e been idenutled 100°'o as a special benetit to parcel; «nthin the Sub-zones. The property� o�t-ners in the nine (9) Sub-zones kno�vn as "1'he Glen, Hc>�let Z.states, Sonata I, Sonata II, La Paloma I, Sandpiper Court, Sandpiper �f'est, Ho��lcy ��'est and F Io�-1c�- Collection, «ere balloted in Fiscal �'ear 200�/2005 for an increase in their masimum assessment rates. In conjuncuon �ith the assessment increase, the C:it�- proposed ro reno��ate the e�isting im�rovemen[s �vith more �vater efficient landscaping and modificadc>ns to the irrigation s}�stem. I�or se�-en (?j of the nine (9) Sub-zone: balloced, majorit�� protest did not c�i�t and the Cite� w-ill move fonvard ���ith the plans to renovate the itnpr��•ements in those Sub-zones. f Io�Le�-cr, majorin• protest esisted in E{o�•le�� �`i"est and f-Io��le�- Collection, <ind the proposed assessment inerea;c for these r�vo St►b-zones «�ill not be imposed. ��`ithout the adciitic�rial maintenance funding, the C:in- �vill not be able ro ren��-ate the impro�•ements Eor these t«�o �ub-zones, but ���ll continuc to maintain the esistiri� im�rovemecits at a le��el of scr��ice compcnsator�� �c�ith tlie a��ailablc assessmetit re�•criucs at the etisting as�cssment rates. IZefcr co �he budgrts for %c�ne G in Section I�' �f this Re�ort for s�ecifics re�ar�iin� the proPoseci as:e;sment f�r the current fiscal ��ear and the masimum assessment. 11�mi1'iii�nrrrn! 1':r,r') Consolidated Palm Desert Landscaping and Ligllting \Iatntenance .1�sessment Districr Fn�nneer's Report, f�iscall'ear 200G/(1' In Fiscal �'car 200�/200� the Palm (,ourt Sub-rone «as annered to '/.one G through propern� o�vner protest hearing proceedings. LJpon conclusion of a noticed Public Eiearing, it �vas determined that a majorin- protest ciid not esist. �`pon revie�v of the speciiic impro�-ements a�sociated �vithin this Sub-zone, benefit con�•e��ed to other properues or to the public at large (general benetit; has been determined by comparison to be incidental. "11ierefore, the costs of the on-going operarion and maintenance of rhe impro�•ements ha�-e been identitled and apporaoned 100°'0 ls a special benefit to the parcels «7thin the Sub- zone. Zone #7 (Waring Court): Lone 7 consists of Tract 2530�, �lorth of I�red \�'aring Drive and I;ast of I'h�-1lis Jackson l,anc. "l�hese parcels recei�-e special benefit fror,z the ongoing maintenance of landscaped park�vati�s along Fred ��G'aring Dri�-e and PhS-Ilis Jac��son Lane adjacent to the tract. The improvements were installed as part of the residential de��elopment and it has bcen dctermined that thc operation and maintenance of the landscape improvements pro��ide no mea;urable general benefit to other properties outside the "l.one or to the public at large. Therefore, the local landscaping impro�-ements associated ��:-ith this 7..one and the costs of providin� these impro�-ements have been idenafied as 10�)°%'o special benefit to parcels within 'Lone 7. Zone #8 (Palm Gate): Zone 8 consists of the parcels in 7'ract 2�287 located East of Deep Cany�on Road, and North oE Fred ��'aring Dri�-e, on Coral Bells Circle, Da}'Wy Circle, and �ioss Rose Dri� e. 'I'hese parcels recei�e benetlt from the maintenance and operation of local street lighting at the entrances to the development at the corners of Deep Can�-on Road and Coral Bells C;ircle, Da�-lily Circle, and '�foss Rose Drive. These parcels alsv recei�-e special benetit frotn the maintenance of the landscaped park�✓a��s adjacent to the development on Deep Canti�on Road. Both the street lighang and landscape improvements identified for this lone �vere installed as part oE thc residential development and the ongoing maintenance and operation ot these improvements pro��ide special benetit to properues ��7thin the "/.one. It has been detcrmined that these impro��ements were install�d and are maintained solcl�� for the benefit of properties «nthin the lone and pro��ide no measurable benefit to properties outside thc 7.one or to the public at large. 'I'herefore, both the interior tract street lighun� and the park�vay- (]�erimeter; landscaping costs have been identitled and a��ortioned 100°.'o as a special benetit to the �arcels w-ithin the lone. In conjunction �vith a pmposed renc���ation and upgrade �f the existing lanciscape improvements the properh- o�cners in l�ne 8 were balloted in f�iscal Year 200-�/OS for an increase in their masimtim assessment rates. I�fajc�rit�' protest existed and the masimum ass�ssment rate �cill not be increased o�-er the amount pre�-iousl�• a�pro�•ed for the "/.c>ne. LLuii1'turiarl�i/ Pr�sr lU Consolidated Palm I�csert Landsca�ing and Ligh�ing \[aintcnancc .issessmcnr llistnct Enguiecr's Re�orr, l�iscal 1"car?UUG/p'• Since the assessment increa�e �vas not approved the (:in� �vill not move for�eard �vith �he proposed renovaaons, but «�ill continuc to maintain the cYisting impro��ements at a le��cl of sereice compensator�' ��7th the a� ailable assessment re�-enues. Refer to the budget Eor "_/.one $ in Secuon IV of this Keport fc�r speciEcs regarciing the pro�<�sed assessment for the current fiscal ti•car and the matimum asse,sment. Zone #9 (The Grove): 'l.one 9 consists of the parcels in 'l ract 2�98� South of C7oleta :1�•enue and �\ est of l�ee� Can�-on Road. l�hese parcels receiti�e special benefits from the improvements and maintenance of street lighting at the entrance to the development at the corner of lleep Can}•on Road and Royal Canti•on I_anc as ���ell as interior street lighting on Kings Can�-on Lanc, Indian Can}'on l.ane, Hazel Can}�on I_ane, and Rot-a1 Can}-on Lane. These parcels also receive special benefits from the improvements and maintenance of part:�vay� landscaping adjacent to the tract on Deep Canyon Road, and interior landscaping, including an entrt��-a�� meciian, parl.-��-ay landscaping and palm tree trirrunin� �vithin the public right-of-��a4s on Ro�al Can}•on I,ane that �vere installed as part of the residential tract dec elo�mcnt. Both the street lighung and landscape impro��ements iclentified for this "1.one were installed as part of the residential tract development and the ongoing maintenance and operation of these impmi-ements pro�-ide special benetit ro properties �virhin the %�ne. It has further been determined thar these improvements were installed and are maintained soleh- for thc benetlt at �roperties �vi�hin thc I�ne and thc improvements pro�-ide no measurable benefit to properties outside the lone or to the public at large. 'I'herefore, both the tract street lighting and the landscaping costs (park�va�-s and interior landscapin�) have been identified and appordoned 10�° o as a s�ecial henefit to the parcels ���ithin the %�ne. :1s part �f the �� erall landccaping costs for this lone, specialiied maintenance (palm tree trimcning) is budgeted separatcl�- as this ser�ice is not covered under the regular maintenance contract the Citti� has �inth its landscape contractor. ( Io��-e�rer, like other landsca�e maintenance «nthin the lone this service benefics onl�• the properties «nthin the 7one and has been idenafied as 100"'a special benefit. Zone #11 (Portola Place): "Lonc 11 is generally� located South of Santa Rosa �t''a5- and East ot Portola .-lvenue and consists af the parcels in "I'ract ?7G92. '1'hese parcels recei�e specia] benefits trom the sen�icing and maintenance oE the ]anc3scaped ��ark�vaj�, adjacent to the tract on P�rtola :1��enue and Santa Rosa \�'a}�, and interior tract landscapin� on Olive Court installed as part of the residenual de��elc�pment. "[�he de��eloper �& f� De�-elopment) �t�as conditioned tc� form the neces�ar�� llistrict "Lone for thc public im�ro�-cments that �vould bc installcd as �art of subdi��ision tract 2?G9?. In a letter to tlie Cit�• ciated _1�ri1 -�, 199-F, the cie�•eloper (sc�le cn�ner of thc �mpern' at that time; llruu( �ir,�r,rrr��! Prr�l 1 1 Consolidated Palm Desert I,andscapins; anci Linhung \Iainreiiance .lssessment District Hnginccr's Report, Fiscal I'car 300G/0' requested inclusion of the parcels �U-ithin the tract into the District and to be assessed annuall}- for the cost of maintaining the impro��ements. "I'his Ietter constitutes a 100°'0 lando�vner pcdaon pursuant to .lrticle ��IIID and supports a position that the assessments imposed prior to JulS• 1, 1997 �vere e�empt from the reyuirements of.lrticle �:IIll. :1lthough the assessments for these impro�-ements �i-ere idenufied as exempt in tiscal Year 1997/98 and not subject to the procedural reyuirements of a protest balloting procedure, the improrements and the related assessments for this Lone �vere identified as 100°-o special benefit. It has been determined that the ongoing operation and maintenance of the impro�•emcnts provide no measurable grneral benefit to other properties outside the 7,one or to the public at large. 'I'herefore, these improvements, the corresponding assessments and the annual inflationary� adjustment prc.viousl�- appro�*ed b�- landowncr petiuon are in compliance with the substanti��e requirements of the proposition. Ho�vever, an�• future increases to the assessments �vill require propern- owner ballot proceedings. Zone #13 (Palm Desert Country Club:�: Lone 13 is located generallt� South of Hc�vle}- 1.ane East, �lorth of F'red �!G'aring llrive, ��'est of \�'arner '1'rail, and ��'est of ��'ashington and is commonl�- referred to as the Palm llescrt Countn- Club area. "The parcels �vithin this 7.one recei��e special benefits From the ser�icing and maintenance of entrytiva�> landscaping on State Street and \�'ashington ��venue, park�vay� landscaping along Fred ��G'aring llri�-e and local residential s.reet lighting �vithin the 7.onc. Parcels �vithin "Lone 13 were annea:ed into the City in Fiscal Year 199-�/95. Prior to City anne�cation the local unprovements «�ithin this lone �vere asse�sed and collected by the Countj� through a Countt� Service .\rea (CS �). �t'hen the properties �vere anne.r-ed to the Citti•, the Cit�- established� this territ�ry as 7..one 13 �z7thin the District and the CS.-i fund balance was transferred to the "Lone 13 account. I-'or the first ttivo ti�ears, the Cit�� used the fund balance to full�� cover the annual cost of providing the im�ro�-ements. In ]�iscal �'ear 1996/97 the remaining fund balance was designated as reser�-es and the District le�•ied its first annual assessment for the "Lone. 13ecau�e the reserce fund balance was greater than the amount typically held in reser�-es, the Cit�� Council determined that a portion of the reser��es �vould be used each �-ear to �ffset the annual e�penciitures thereb�� allo�ti�ing the annual assessments to remain fairl�� constant and also gradually reduce the reser� e fund to norinal Ie�-els. In f�iscal Year 1997/98, iti comp�iance �vith _-�rticle �iIIID, a propert�• o�vner ball�t proceeciing �vas conducted to appr�ve the etisung annual assessment. .1t that time, the propert�' o�vners appro�ed the proposed assessment amount plus an annual inElation adjustment. 7'he assessment amount approved bti• the propert5- o�vners �vas based �n the continued p�lic5- of utili-r.ing reserve funcl contribuaons to ofEset the actual espenses for the %one. In I�iscal Year 1999/OO, propern� o�vners �vithin 'Lone 13 ��ere re-balloted for an increa5ed a�sessment to co�•er the maintenance costs associated �vith the ne�i- landscaping impro�•�ments to be installed on f�red \�'aring llri�-c. Propern' owners «cre balloted for an ame�unt sufficient to cover the actual %one expen>es, alth�ugh a pc�rtion of the existing llfuu!'���rinriri/ P�ior l? Consolidated Palm Descrt I,andscap�ng and I,ighting \Iaintenance :lssessmenr Distr�ct F:n�nnecr's Re�ort, Fi�cal l�ear 2UOGi 07 resen�es continued to be used to reduce the annual assessments. Refer to the budget for "l.one 13 in Section I�' of this Report for specifics regarciing the proposed assessment for the current tiscal �-ear and the ma�imum assessment. "I�he street lighting and landscape impro��ements as�essed ��7thin this %one clearl5� provide special benetits to �roperues within the "l.one. It has been deterrruned that thc improvements �vere installed and are maintaincd solclti� for the benefit of proj�erties uTithin the "Lc>ne and the impro��ements pro��id� no measurable bcnetit to properties outside the lone or to the public at large. '1'herefore, both the street lighting anc3 the landscaping co�ts (park�vat-s and interior landscaping) have been identified and apportioned 100° o as a special bcnefit to parcels �vithin the 'Lone. Zone #14 (K & B at Palm Desert): lone 1-� is located generall}' I�orth of Frank Sinatra l�rive, \t�'est ot Portola :1�enue, East of �ionterey' �1�-enue and South of CJerald Ford Drive. 'I'he Lone includes the parcels in Tracts 282�8 and ?8258-1. "l he pr�perties �vithin the boundaries �f Zone 1� benefit fr�m strect lighting �vithin the cie�•elopment located �n Drcxell llri�-e, Heather�vood Dri�-e, F.merson llri�c and J�merson Road, and Colebridge Street, as �cell as :andscaping associated �vith the retenti�ri basin area located on Heather�vood Drive and dry �vell areas �vithin the subcii�•isions installeci bt- the devcloper as part of the residential de�-elopment. In conjunction �vith a proposed reno�-ation and upgrade of the exisung landscape impro�-emcnts, thc propern o«�ners in `Lone t4 �yere balloted in Fiscal Year 200-�/05 for an increase in their ma�imum assessment rates. I�fajorit�� protest ciid not e�ist, and based on the appro�-a1 of the ne�� assessment ratc, the City� «�ill mo�-e f�r�uard �viCh the plans to reno��atc the impro�-ements �vith more ���ater efficient landscaping and m�ditications to the irrigation s�-stem. Refer to the budget f�r 'l.one 1� in Section IV of this Report for ;pecitics regarciing the proposcd assessment for the current fiscal }-ear and the matimuin assessment. It has been dctermined thar fiftcen percent (1�°'0) of the impro�-ements �vithin the K& I3 Sub-%one are oF a general benefit to those properties outside of the Sub-zone. 'I'herefore, this percentlge of the costs of maintaining the Sub-zone has been remo�•ed from the assessment and must be funcied from �ther Cin funding sources. Zone #15 (Canyon Crest): Lone 15 consists of 'I'ract 2�102-1 and 25102 generall�� located east of Deep Cany�on Roaci, s�uth of the \t'hitc�vater Ri��cr Chacincl, north of I�toss Rose Dri�•c, and ��-est of thc Palm l�esert E Iigh School. This %one was established and anne�ed to the District on tilarch 11, 1999 pursuanc to the :�ct and a propert�� o�uncr ballot procccciing. '1'h�se parcels receit�e special beneti� frc�m the operation anci maintenance e�f land�caped �ark�va�. along the east �idc of lleep Cam�on Road from '�Ia�>nesi� I�alls (lC'hite��•ater Ri��cr .11u�ul �i�ruu�n�/ P��ti�• 13 C:onsolidated Palm Dcserr Lanclscaping and Lighting \Iaintenance _lssessment Uisrrict Engineer's Report, Fiscal 1'ear 200G/0' Channel), south to the end of the dcvelopment (approsimatcl�� 100 fcet north of 13utton�vood Dri�-e); perimeter landscaping along the �t•�itewater Ri�-er Channel (the northern boundan' of the derelopment and District) from Deep Can��on Road ea�nvard to the ���estern boundar5- c�f the de�-elopment (approtiimately� 675 linear feet of the total 127� fect is landscaped). The impro�•ements for this "Lone �vere installed as part of the residential dc�-elopmcnts. It has been determined that the ongoing operauon and maintenance of the landscape impro�-ements pro��ide no measurable g�,neral benefit to other properties outside the 7_.c�ne or to the public at large. Therefore, the local landscaping improeements associated �vith this 7.one and the associated annual costs have been identified as 100°- o special benefit to parcels ��,nthin lone 1�. 1Zefer to the budget for 'Lone 15 in Secdon IV of this Keport for �pecifics regarciing the proposed assessment for tr e current fiscal ti�ear and the maximum assessment. Zone #16 (Shepard Lane): Lone #1G consists of six (6) scparate residential subcii�•isions idcntificd as Sub-zones. 'i'hese six Sub-zones are kno�vn and identitled as College �'ie�v �.states I(Tract 29��-�), C�llege View Estates II ('I'ract 3008?}, Sundance �t%est (Tract 30216j, Sundance l:ast ('I�ract 30503), Petunia l �I'ract 3002�j, and I3oulders ('I'ract 30030). Each of these Sub-zones ha, specitic local impro�-ements maintained by� the I;istrict that were installed as part of these residenual de��elopments. 'nc�re are scveral residential subdivisions �virhin the area kno�vn as Shepherd Lane. The parcels �U-ithin each of the six (6) Sub-zones of "Lone 16 (Shepard Lane) receice benefit from �-arious impro��ements that �vere installed as part of the separate residential developments and are specific to each tract and subcii�-isian. Perimeter landscaping for the 5hepherd Lane residential de��elc>pments includes park���a�-/perimeter landsclping on the �vest side cif Portola .���cnue beri��een Frank Sinatra Di�-e and Gerald Tord llri�-e, as well as landscaping on the north side of Frank Sinatra Dri�•c and the south side of Gerald Ford I�rive on either side of Shepherd I.ane. These improcements beneEt the propern- de�clopment «zthin the Shepherd I,ane area and each residential subcii��i;ion is assesscd a proportional share of the costs associated �t-ith these landscaped areas as well as specitic in-tract improvements. Specific in-tract improvements includ�: Sub-Zone College View Estates I: �'I'his Sub-rone's proportional benefit oF park�va��/perimerer landscapin� alon� the ��,-est side of Portola :1�-enue adjacent to the residential subciivision (gcnerallF• bet�veen I�rank Sinatra Di��e and C7erald Ford I�ri��e); • Park�vay� landscaping along both sicle. of 5hepherd l.ane acijacent to the resiciential subcli�-ision (generall�� henveen f�rank Sinatra I�i��e and Gerald Fc�rd I�ri��c); 1Luu1��i��ur<iu/ Pu;e 1-1 C:ansc�lidated I'alm I7cscrt Landscaping and Li�hting \tainrenance .lsscssmcnr District t•:ngincer's Re�ort, P�scal 1'car 200G/0%' • Streetlights «7thin thc residential subdi�-ision and/or adjacent to the subdi�•ision on both che east and �vest sides of Shepherd Lane and the west side of Portola :�venue installed as part of che residenual subdi�•ision. Sub-Zone College View Estates II: • Thi: Sub-zone's propordonal benefit oE park�vae/perimeter landscaping on both sides of Shepherd I,ane and the ��-est side of Portola :1�-enue adjacent to thc residendal subditi�ision, installed as part of the dc�•clopment of propertics therein; • Strect lights �vithin and adjaccnt to the residential subcii�•ision. Sub-Zone Sundance West: • Tu,�o landscape easements located on the ��est side of Shepherd I.ane at I{okopelli Circle. • T�vo landscape easements located on the �vest side of Shepherd Lane at Chinook Circic. • Park«ay landscaping along Shepherd I.ane adjacent to thc residential subdivision. Specificall}� the park��-ay' area on the ��-est side c>f Shepherd l.ane which estenc�s the length of Tract 3�21 G; � Streetlights �vithin the residendal subdivision and/or adjacent to the subciivision on both the cast and �eest sides of Shepherd Lane and the ��•e.t �ide of Portola _lvenue installed as part of the residential subdi�•ision. Sub-Zone Sundance East: 'I'his Sub-rone's proportional benetit of perimeter/park�va}' lanc3scaping on the ��,est �ide of 1'ortola :'��-enue bet�veen I�rank Sinatra lli�-e and Gerald F'ord Dri��e as�ociated ���ith the de��elopmcnt; • Park�ca�- landscaping on Shepherd I.ane adjacent to the resi�iential de�elopment installed as part of the devcl�pment of properties ther.ein. • Street li�hts �eithin and adjacent to the resiciecitial subdi�•isi�n. Sub-Zone Petunia l: •'1'hree landscape easement� idenufied as the park�va�- landscaping on the east side of Shepherd Lane adjacent to the tract north and ,c�uth c�f �'ast Petunia Placc and the park���a�� landscaping easement on the �cest side of Partola :lvenue adjacent to the tract. � "['�vo Iandscape rasement� identified as the parkwa�- landscaping �>n the ��e�t �ide of �he�herd I.ane adjacent Co the tract nc�rth anci ;outh c�f \t'esc Petunia l'lace. lLa�it'rn�inriu/ P���e 1� Consolidared Palm Dcsert Landscaping and ].ighting �Iaintenance :lssessmenr District F,ngineer's Report, Fiscall'ear 300GJU� Sub-Zone The Bouldets: • Park��-a�• landscaping on SheF�herd l.ane adjacent to the residential de�•elopment installed as part of the de��elo_�ment of properties therein; • "1'his Sub-zone's proportional benefit of parkwa}-/perimeter landscaping on thc �tiest side of I'ortola :�venue behveen Frank Sinatra Di�•e and Gerald f�ord llri�-c, as �vell as landscaping on the north side of rrank Sinatra Dri�•e and the south side of Gerald Ford Drive on either side oE Shepherd Lane. • Street lights �ti�thin and adjacent to the residendal subdivision. It has been determined upon re��ie�v of the specific unprovements, that a portion of the street lighting and parl.-�vay� landscape improvements associated «�ith the College `'ie�v Estates I, College �'ie�v Estates II, Sunclance East, and Petunia l Sub-zones pro��ide some general benefit to properties outside of these Sub-zones. These impro�-ements include the parku�a}-/perimeter maintenance along I'ortola .��-enue. c1 portion of the maintenance costs up to 1 �° o have been idenafied by the CitS- as a gcneral bcnefit component and has been rcmoved from the assessments and �vill be funded from other ;ources. Z'he improvements associated with the remaining Sub-zones provide no measurable general benefit to properties outside the Zone ar to the public at 11rge, and therefore, their specific local landscaping improvements are allocated l0U°% as special benetlt to parcels �L-ithin the Sub-zones. llnuit~ru�m.«ri! l'u{� 16 (:on�olidareci Pahn 1)es�rt LandscaPing and I.,i�hting \fainrenance :\sses�ment lli;trict En�nnc:er's Report, Fiscal 1'ear 2UOG/0� III. Method of Apportionment A. General 'I'he 19?2 tict permits the establishment of assessment ciistricts b}- agencies for che purpose of pro��iding certain public impro��ements �uhich include the construction, maintenance and ser�•icing of public lights, landscaping and appurtenant facilities. 'I'he 19�2 :1ct further requires that the cost of these improvements be le��ied accorciing to benefit rather than assessed �-alue: "I%e nei anlot��tl io (�e asre.r��erf rrpoil Icrfrds UJIt%11I1 Ll/1 Li.fSt'S.ilYl�lli lIlS117CI i711�� be crppo�tia�t�r! by c�ir}� Jb��nerla or �y�e�thod zvl�i��l� fi�irly di��trr�rrte.r tl�� �iet umor��ri amoig a!! a�.re.rsable lots or punel.r in proportio�t to the e.rtimuted beftefrts ln be re�eii�ecl (�j� eucl� such loi or�ariel�rom tbe improa�emeirts." The formula used for calculating assessments in each `Lone of the District therefore retlects the composition of the parcels, and the impro�-ements and services provided, to fairl� apportion the costs based on estimated benetit to each parcel. In addition, pursuant to �rucle XIIIll Section � a parcel's assessment mat- not exceed the reasonable cost of the proportional special benefit conferred on that parcel and pro�-ides that onl�� special benefits are assessable and the District must separate the general benetits from the special benetits. Therefore, in compliance �vith the iie�v assessment reyuirements onl}� assessments that are identifled as either "Esempt :lssessments" or "Spccial I3enefit :�ssessments" are assessed. "I�he costs of anti� unprovements c�nsidered to Ue "Gencral 13enefit" have been climinated from the I�istrict assessmcnts. B. Benefit Analysis L.ach of the proposed impro��ements, the a>sociated costs and assessments has been carefully re�ie�ved Uv the Cin- and has been identificd ana allocated based on benetit pursuant to thc pro�-isions of the 19�2 .1ct and �rticle XIIiI� of the California Consritution. L•;ach impro�•ement and the associated costs have been idenCified as either "general benefits" or "special benefits". .�lthough some existing assessmcnts �vithin the llistrict qualified as escmpt assessments pursuant to _lrticle �IIID, Section � of the Constitution and did not require a ballot prc�ceeding under the pro�-isions of Secdori -�, the impro��ements associated ��7th these assessments are considered a special benefit to the assessed properties and are in compliance «-ith the substanu�-e reyuirements of :\rricle �IIID �ection �. 'I'he masimum assessment rates shown in thic report are consistent ���ith the pro�-isions of .lrticle _l'IIID and aci� ne�v or increased assessments �hall be subject to the pro�•isions of Section -� therein. SpeciaJ Bene�ts The method of apportionment (or method c�f assessmen�; is basecl on the �remi,e that each oE the asses;ed ��arcels �i�ithin the Uistrict and '1_one� receives benetlt frc�m the impro�-ements maintained and financeci bti• District assessments. Speciticall}', the assessmenr, associated w-ith each "l.one are fc>r the maintenance of local �treet li�hting and landscapec3 impro�-ements installed as �art of the c�ri�inal de�•elopment of the parcels ���ithin the `l.ones or «�ere later ll�nul'��r��n�ro/ Pq,e l� C:onsoliclated Palm Deserr I,and.;capin� and Liohnng �faintenance .lssessment District Lngincer's Reporr, f�iscal I'car 200G%0'' installed for the benefit of those properties. The desirabilit}• and securit}- of pro�erties �t-ithin each 'Lone is enhanced b�� the presence of street lighting and �vell-maintained landscaping in close j�rosimitt� to those properties. The landscape impro�-ements provided b�• the District ma�• include landscaped medians, park-�vay�s, entr}�vat•s, slopes and appurtenant faciliues. Strcet lighting impro�•ements ma}� include ener�� costs and necessar}- maintenance to the facilities related thereto. �I'he annual assessments outlined in this Report are proposed to co��er the estimated costs to pro�-ide necessan- service, operation, administrarion, and maintenarice required each c-ear to keep these im�ro� ements in a health}-, vigorous, and saasfactor� condit:on. Z'he special benefits associated �vith the local landscaping impxo��ements are specificall�-: • Enhanced desirabilin� of properaes through association �vith the impro��ements. • Improved aesthetic appeal of properties �;rithin the lones providing a positi�-e representation of the arca. • Enhanccd adaptation of the urban em-ironment «,nthin the natural environment from adequate green space and landscapin�;. • En�-ironmental enhancement through impro��ed erosion resistance, and dust at�ci ciebris control. • Incrcased sense of pride in o�vnership of propertt, ���thin thc llistrict resulting from well- maintained improvements associated �o-ith the properties. • Reduced criminal activit�� and propertt--related crimes (especiall}- vandalism) against praperties in the District through ���ell-maintained surroundings and amenities including abatement of graffiti. • Enhanced environmental quality of th� parcels �tinchin the Lones b� moderating temperatures, providing oxy�genation and attenuating noise. The special benetits of street lighting are the convenience, safeh�, and securitZ' of propern�, improvements, and goods. Speciticall}�: • Lnhanced deterrence of crime and the aid to police protection. • Increased nightume safere- on roads and high�vati�;. • lmpro��ed abilit}' ��f �edestrians and motorists to see. • Irnpro�-ed ingress and cgress to property-. • Reduced c•andali:m and other criminal acts and damage to impro�•ements or �roperty. • Impro�-ed traftic circulation and reduced nighttime accidents and per.onal properrt� loss. • Increased promotion ot business during nighttime hours in the case of commercial propc rtics. 11mut�iu�niri��1 /'-{�r 18 Consolidated Palm Dcscrt Land�caping aad Lighting \Iaintcnancc _isscssmcnt I�isrrict F.n�inecr's Report, Fiscal I�e:ar 2011Gi 0' "I'he preceding special benefits contribute to a specitic enhancement and de�irabilitt� of each of the asse,sed parcels. Genetal Benefits Prior to the passage of Proposition 218, some oi the District assessments included maintenance of landscaped medians on �•arious arterial streets �vithin the Cir�•. �Io��,ever, since the maintenance of most arterial medians «7thin the Citt- �vere funded by the Cit��'s Gcneral Fund, it �sas determined that thc e�isung assessments for these impro�emcnts �vere not a special benefit and in f�iscal Year 1�)9?/98 the District assessments related to arterial medians were eliminated. In addition, an}� impro�ement and the associated costs that are considered a general benefit m properties outside the respective 7.ones or to thr public at large have been identif ed and cluninated from the annual assessments. In making this determinaaon it should bc noted that park��a�;, �erimerer landscaping and interior landscaping �vithin the Cit�- is either funded and maintained b�� individual propert�- o�vners or through some n�pe of association, e.r-cept those maintained and funded through a special l�istrict. The Citt� does riot usually maintain these tt-pes of improvements from General I�und Revenues and like other similar impro�ements ���ithin thc Citt-, the ongoing maintenance of these improvements are a special benefit to the properties associatcd with the unpro��ements. C. Assessment Methodology Pursuant to the 19%2 .�ct, the costs of the District ma}� be apportioned bt� an�- formula �r method that Eairly ciistributes the net amount to be assessed, amon� assessable parcels in proportion to the estimated bencfits to be recei�-ed b�� each such parcel from the impro��ements. 'I'he apporaonment of costs used Eor each lone should retlect the composition of the parcels, atid the improvements and �en�ices provided based on each parcel's e�timated special benctit. Equivalent Benefit L"nits: "1'o assess benefits cquitably, it is necessar�� to relate the different ry�e of parcel impr���ements to each other. 'I'he Equivalent Benefit L;nit meth�d of assessment ap�ortionment uses the singl�-farruly home as the basic unit of assessment. .1 sin�le familj� home cquals one F:qui�•alent Bcnetit Unit (E�U). L�-ery other land use is con�-erted to LBLs based �n an as�cssment formula that eyuates thc propertti-'s specific de�-clopment status, npe of de�-elopment (lanci usej, and size of the properre, as compared to a sirigle-family� home ,Sf=Rj. The f�BU method of apportioning benetit is ty�picall}� seen as the most appropriate and cyuitable assessment tnethodolo�- for ciistrict� fc>rmed under the 19?2 _1ct, as the benefit to each parcel from the impr.c��-ements are apportioned as a function of land use t��pe, size and development. .�s;essed parcels ��-ithin Gones ?, 3, �, 5, G, 7, 8, 9, i l, 1-�, 1 � anc� 1 G are ;ingle-famil5• residential parcels and the ap�lication of the I:I3t' meth�d of �pread results in an eyual asse,:ment. 11n�uI't�rrut.'rul P,��e 19 Consohdared Palm I�eserr I,andscaping and Lighting �faintenance _lssessment District F,ngincer's Report, Fiscal 1'ear 200G/0' "I�he follo«-ing tablc retlects the ��ari�us propert�- n�es and agplicable EBUs that mati- Ue applied to propertics ��ithin 7.one 13. L.1I�D CJSI� /F.QL'I�'.11.1-:'�1T BEI�FFI"I' U'�IIT'S (7_one 13) Property Type Land EBU Use Type Multiplier to Code Factor Calculate EBU Cc�mmercial Residential and C<�mmercial �'acant tiinglc f�amilt� Residrntial G mdominiums tiin�;le Famil�� �'acanr L<,t ExcmPr CO\I \'.\C 51� R C ( )I� �f��' I�( )�I G.00 0.30 1.00 0.80 1.00 0.00 .lcrca};c _�crrane Units L: nirs L<�c Parcela Fxempt parcels include easements and landscaped areas or common areas. "1'he benefit formula applied to parcels in each lone is based on the preceding r,yuivalent Benefit L;nit (EBL') tables. Each parc�l's I�:BC; correlates the parcel's special benetit recei��ed as compared to the other parcels in the Lone. Parce! T} pe EBl"Jx Actes or Units = Patcel EBU Total Ba/ance to Lety in Zone / Total EBUin Zone = Levy per EBU Levy pet EBUx Parcel EBU = Parcel Levt-• Amount D. Assessment Range Formula r�nc ne��- or increase in assessments, recuire certain noticing actd meeting reyuirements b}� la��. "rhe Brown :1ct detines the terms "ne�v or increased assessment" to exclude certain conditions. "1'hese certain conditions included "am� a�ses;ment that does n�t etceed an assescment formula or range of assessments pre�iouslt- ado�ted b�� the agenc}- or a�proced b�- the �-oters in the area �vhere the assessment is imposed." "rhis definiuon was later confirmcd bj� Senate I3i11 919 (the Proposicion 218 implementing legislati�>n). .1n assessment range tormula for the District assessments has been contirmed through ��ropert}- owner ballot proceedings in cc�mpliance ��ith _lrticle XIIIll, e�cept those esisung assessmenCs ��rithin the llistrict �vhich qualified as ex��mpt assessments pursuant to :lrucle �IIIll, Section � <�f che Constitution and did not reyiiire a ballot proceeciing under the pro�•isions of Section -�. �1'he assc.smcnt range formula shall be applied to the future asse�:ments w7thin the District. Thc follo�ti�ing describcs this a>sessment range formula: ��'herein, iE the proposed assessrncnt (le�•y �er unit <�r ratej is le;s than or eyual to, the prior t•ear's masimum a�sessment plus the adjustments cle�cribed in the Fc�llo���in�, then � lunil •titun��� r! P�i;r ?( ) Consolidated Palm Desert I.andscapiny and Lighting \faintenance .lssessmenr Disrrict }�:n�ineer's Rcport, Piscal l�ear 2006/0 % the proposed assessment is not considered an increased assessment. 'I�he purpose of establishing an assessment range formula is to pro��ide for reasonable increa�es and inElationar�' adju�tment to the assessment amounts �vithout reyuiring costl�� noticing and mailing procedures, tvhich �vould be added to the District cost� and a�ses�ments. If thc proposed assessment is less than the maximum assessment appro��cd in the previous fiscal ��ear adjusted b�� a percentage no greater than three percent (3.0°;,), or rhe annual percentagc incrcase of the Consumer Price Index (CPI), ��hiche�-er is the le�ser of the t�vo, the assessment shall not be considered as an increase. I?ach ti�car the Cin- shall compute the percentage difference bet�i-een the (:PI c>n Januar�� 1, of each ��ear acid the CPI for the prccious January 1, or a similar ume period, as �ietermined by� the Bureau of 1_abor Staustics for all urban consumers for the Los ��ngeles, �naheim, and Ki� crside .�rea. This �ercenta�e difference �hall then establish the range of increased assessments allo�sed based on CPI. 5hould chc Bureau of 1_abc�r Statistics re�ise such index or discontinue Che preparation of such index, the Cin• �h111 use the re��ised index or comparable sy�stem as approved b�� rhe Cin- Council for determining fluctuations in the cost of living. If CPI is less than three percent (3.U"-'o), then the allo�vable adjustment to the ma�cimum assessment for each "Lone ma5� be by- CPI, or a lesser percentage. If C:PI is greater than three percent (3.0%), then the allowable adjustment to the proposed asse:sment for each lone ina�� be three percent (3.0°. o), or a lesser percentage. Thc fact that an as�essr�ient range formula is ado�ted Eor Di,trict asses�ments does not require that the adjustment be applied each t ear, nor does it restrict the assessments to the adjustment amount. If the budget and assessments for a gi��en Lone do not require an increase or the increase is less than the allo�i-able adjustment then the required budget and assessment shall bc applied. If the budget and assessments for a given %oiie require an increase grcater than the allo�tiable adjus�ment then the proposed a�sessment is considered an increased assessment and mailed noticcs, as ���ell as propercti� o��ner protcst ballots arc reyuired b�- �lrticle 11IIU to impose the assessment increase. For Fiscal Year 2006/O7, the Bureau of l,abor Statistics has established CPI at 5.-�°%�� for the Januart- 2005 to januart 200G period. "I'hcrefore, thc pre�rious ma�cimum asscssment for cach %onc �vithin thc District has been adjustcd b�- 3.0° o to establish the current cnasimum asse�srnent allo�ve�3. .11nuil•tn�uru�r/ I'a;� 31 Consolidatcd Palm Descrt Landscaping and I.ighting \fainrenance _�ssessmenr Disrrict En�rinecr's Reporr, f�iscal 1'ear 20UG/07 IV. DISTRICT BUDGETS A. Description of Budget Items "1'he follo�ving describes the sen-ices and costs that are funded throtigh the District, sho�vn in the District Budgets. DIRECT COSTS: Maintenance Costs — Includes contracted labor, material and equipment reyuired to properly maintain the landscaping, irrigauon s`�stems, drainage st-stems, fencing, and entry monuments w-ithin the 7.one. Landscape Utilitie� Includes utilit5- costs for �vater reyuired to irrigate landscaped areas and the utilit�� costs for electricit�- reyuired to run irrigation systems and ornamental lighting for landscaped areas. Landscape Exttas — Includes the replacement of anc- materials and equipment neecicd to make repairs to irrigation st-stems. Tree Ptuning — Includes thc cost of trimming and �runing trees l�cated w-ithin the landscaped arca. Street Lighting— Utilitti- costs for electricity required to operate streetlights, as �vell as the maintcnance of the streetlights. SpeelalDistriet Servrees —'i'hese are services provided to a specific "Lone that are �utside the normal maintenance services �ro�-ided b}- the District. 'I'hese co�ts and ser�-ices ma}� include, but are not limited to the follo�ving: • Specialized maintenance ai�d equipm�nt necessar}� for landscaped areas and appurtenant facilities associated �vith drti' �vells, retention basins and detention basins u,7thin the lone. • The adciiuonal cost of contracted labor, material and equipment required for trimming trees in the public right �f wa}- and landscaped areas. Maintenance Repaits —"l�his item includcs rcpairs that are generall�- unforeseen and not normally included in the �-earl� mainte7zancc contract costs. 'I'his ma}� inclucie repair ot damaged amenities due to ��andalism, :.torms, frost, etc. �11so included may be planned upgrades that provide a direct benetit to the "7_one. "1'hese upgrades could includc; replacin� plant materials and/or reno�•ation of irrigadon or lighting st-stcros. l l rrivt '�n�rn� i��l i'r ;., 23 Consolidared Palm I�eserr Landscaping and I.ighting \Iaintenancc _�ssessmcnt llistrict Engineer's Reporr, }�iscall'ear 3006/0' ADMINISTRATION COSTS: Disttict Admiaisttation —"1'hc cost ro particular dcpartments and staff of thc C;in-, for pro�•iding the coorciination of DisCrict sen�ices and operations, response to public concerns and educauon, as u�ell as procedures associated ��7th the le��• and collecuon of assessments. "I'his item also includes the costs of contracung �vith professionals to pro�-ide administrati�-e, legal or engineering ser�•ices specific to the District incluciing required nouces, mailings or propert}� o�vner protest ballot proceedings. County Admmistratlon Fee — This is the cost to the "Lone for the County to collect Discrict assessments on the propert}� tas bills. County Per Patcel Fee — This is the cost to each 1 one for the County to collect a,sessments on the property� tax bills. '1'his charge is on a per assessment basis and is currentl�� estunated at $O.IG per assessment. "I'his cost is in addiaon to the Count�� :ldministration Pee. Note: - 7l�e ndi�zi�aistrutrr.�e cn.�b� oj tl�e Di.rt�zct ure �or�re by� �uc�h .7_o�ee in propo�tiojt to tGe u�;re�ate �o�ts o%� t/�e e�ttire Dist�i�t. Cosi.r re/uler! to rlirecl admini�trc�tiou ur� identifr�d as e1��mpt, oeneral crn�! .r�e�zu/ Ge��efits i�t the .+crme propo�•tion us tl�r l�ene/it frill�l)1�, for the Dirzc•f Sert�ic� io.��ts. .-1/l rost.r relatec! to tl�e IeL�� of u.rJe.rsmeirie �ucl� Us �or�nt}�,fees and rontrU��t uclnzi�tistratiojt are applied to eu�l� 7,o�re �e�ur�!less ojCllJj' Gt'it ft .�IICf111J.f �IIO Jc'l7PI'dI JJt'l1�Il�. • - LEVY BREAKDOWN: Reserve Collection/(Ttansfer}— "1'he Reser�-e .�ccount item is provided for collection b�� the I�istrict of funds to operate the 'Lone from the time period of July� 1(beginning of the fiscal t•car) through approsimatcly januar�- ��-hen the C�untt� provides the Cit� w�ith the first inscallment of assessments collected from the propercy tas bills. I�egati��e amounts shown for these budget items sire transfers from the reserae fund that are used to reduce the 13alance to I.ev��. "1'he Reser��e Fund eliminates the need for the C:in� to transfer fucids from non-llistrict accounts. Other Revenues /General Fund Contribution —"I'his itcm includes additional fi�nds designated for thc lone that arc not from District assessments. "I'hese funds are added to the lone account to reduce assessments, and ma�• be from either non-L�istrict or I�i�trict s�urces inclucling Citti' CTeneral Fund Contributions and interest earnings. Balance to Lew —"I'his is �he total amount to t.�c collected for the current tiscal �-ear thrc�ugh asse�sments (for �pecial benetits) or from other rerenue sources (for �eneral benetits). "I'he Balance to I.e�-�� represents the sum oE7'otal Direct and <ldministration Costs, thc Reser�•e _lccount/C)ther Re��enue Source, the I3eginning Balance, and the Contribution Replcnishment. ()nl�• thosc cost� related to the im�ro�•ement� idcntiticd as �pecial benefits are lc�-ied and collected on the tas roll. tlfuril ���:�iir-ur/ P��;r 23 Consolidarcd Palm Dcscrt Landscaping and l.ighnng \[aintenance .�ssessment I�istrict I:nginecr's Report, f�iscal l'ear 300G/0� DISTRICT STATISTICS: Total Parcels — The total number of parcels w-ithin the 7_one boundar��. Total Parcels Levied —"1'he total number of parcels �vithin the 'l.onc that are asscssed. �Ion-assessable lots or parcels ma}� include parcels of land principallc encumUered b}- public right-of-wa�s, easements, common areas, andior parcels �vzthin the boundaries of the "Lone that currently� do not benefit from the impra��cments due possibly to dcvelopment restricuons. Total Equivalent Benefrt Units (EBII) — Cqui��alent Benetlt L nit (EBU) is a numcric value calculated for each parcel based ori the parcel's land use and size. 1'he EBU sho�vn in the lone budget, (Section I�' B), represents the sum total of the parcel F�:BL's that recei� c special benetits from the improvemcnts. Levy pet EBU— This amount represents the rate being applied to each parcel's individual EI3L. "I'he L.e��- per Equivalent Benefit Unit is the result of ciiriciin� the total Balance to Le�-�-, U� the sum of the "L.one F.FiUs, for the fiscal year. 1 /naif'rjn�ir. ra/ I': ��r ?.{ B. District Budgets TABLE IV ZONE 2 CANYON COVE ZONE 02 CANYON COVE Total Budget DIRECT COSTS llaintenancc Cc�sts ].andscape C�tilities I.andscape Estras (Repairs%�IaterialsjEquipment) T'ree 1'runing titreet I_ighting Special District Ser�•ices �Iaintenance Repairs Total Direct Costs ADMINISTRATION COSTS l�istric[ .ldministrauon Countl- _idministration Fcc County Per Parcel Fec Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resen•e Collection% �T'ransfers) Othcr Re�-enues/General Fund Contribudon Balance to Levy DISTRICT STATISTICS Total Parcels "I'otal Parcels I.evied Total �qui�-alent Benefit Uiuts Le�y per EBU RESERVE INFORMATION I3eginning Rescr�•e Balance Reser��e _lccount _1cti��it�� _\nucipated Reserve Balance ASSESSMENT INFORMATION \Ia�unum _lssessment Ratc Prior 1'car 20U�;'f)6 Maximum Assessment Rate FY 2006/07 CPI _lpptied: 3.00° �> 53�,'�0 32,960 1,90? 9,U9� 258 0 O $69,969 General Benefit 51,9�5 ?502 1�5 G9� 0 � 0 55,292 Special Benefit S23,?95 30,-1 � 8 1,?63 8,-10�i 2�8 U.00 0 $G4,G77 ?,180 5-�5 6,G35 �J U �7 3G U 3G $7,241 �545 $G,69G ,'•,210 5,K3? %1,3-3 U 0 O (�C�,�)UG;� r�,�3-; (� i,l)G��J $20,304 $0 $20,304 ��j ��� ''22.OU $91.46 (l (1 0 S88.8U38 $91.4679 11uue1'i�t��ir-i��( I�:�,�� 3i TABLE IV ZONE 3 VINEYARDS ZONE 03 �JINEYARDS DIRECT COSTS \Iaincenance Costs Landscapc L?tilities I_andscape F.�tras (Repairs/Jlaterials/I-:quipmcnt) 'I'rec Pruning Street I,ighcing Special District Services \Itintenance Repairs Total Ditect Costs ADMINISTRATION COSTS District _�dministration Count�- .ldministration Fee County Per Parcel Fce Administcation Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Rescnre Collccaon/ � I'ransfers) Other Re�enues/C;eneral Fund Contribudon Balance to Levy DISTRICT STATISTICS Total Parcels Total I'arcels L.e�•icd Total Lquiralent Benefit C;nits Levy per EBU RESERVE INFORMATION Beginning Reser�•e Balance Reserve _\ccount _\cti��itt _\nticipated Reser�-e Balance ASSESSMENT INFORMATION �fasunum _lssessment Rate Prior �'ear ?00�/l1G Maximum Assessment Rate FY 2006/07 CPI _�pplied: 3.(IO° b Total Budget ti3,O90 1,133 1,030 -� 12 �?1 0 �� $6,386 1,G20 ?� 21 $1,G66 8,052 �11 0 $8,763 General Benefit 30 0 0 0 0 0 u 0 Special Benefit 53,09U 1,133 i,o3u -412 %21 0 0 $6,386 (1 1,G?0 0 35 0 21 p $1,b66 (1 8,053 ll "' l l 0 0 Q $8,763 1=�" 132 133.2 $65.78 689 711 1,-1�0 563.88U0 $G5.7964 lluntl �i�r:n�rrn/ /��� �„ �C� TABLE IV ZONE 4 PARKVTEW ESTATES ZONE 04 PARKVIEW ESTATES Total General $udget Beneft DIRECT COSTS \faincenance Costs I,andscape litiliaes I.andscape Extras (Repairs;' \ (aterials% �:quipment} �1'rce Pruning Street I,ighting Special I�istrict Sen�ices �Iaintenancc Repair Total Ditect Costs ADMINISTRATION COSTS District _�dministration Countt' .�dministration ree CountS- Per Parcel Pee Administration Costs (SUbtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resen-e Collectic�n/(I'cansfers) Other Revenues j CJcneral Fund Contribution Balance to Levy DISTRICT STATISTICS '1'otal Parcels "1'otal Parcels I,evied Total E9uivalent Benefit Units Levy per EBU RESERVE INFORMATION Beginning Reseme 13alance Keserve _�ccount .\cti�-ity _�nticipated Reser�-e Balance ASSESSMENT INFORMATION \faxunum .lssessment Rate Prior 1'car 2(10�%(1G l��aximum Assessment Rate F1' 2006/07 CPI _lpplicd: 3.OU° �, �� 0 0 l) �,575 l) (1 $2,575 SO U U 11 258 � U $258 Special Benefit $U U U 0 '',31 � U U $2,317 1,-4�8 1-+6 1,312 2� U ?5 28 0 28 $1,511 $14G $1,3G5 -�,()3G �3()�3 3,G82 2�11 O 2�� i-FI)�) ��f )-�� n $3,932 0 $3,932 ]?S 1-2 1-?.UO $22.86 112 2�(l 3G2 �S??. "_' 1 ? 8 $22.8792 � 11;�nrF7ucnui:r! �' r,�, '' TABLE IV ZOr1E 5 DESERT MIRAGE 'l.0\E i)5 D�.S�.RT �IIR.IC7E Total Budget DIRECT COSTS �taintenancc Costs Landscape [: tilities I.andscape �xttas (Repairs/\Iaterial�!F.quipment} Tree Pruning Strcet I.ighting Special District Services �faintenance Repairs Total Direct Costs ADMINISTRATION COSTS District _�dministration Count� .ldministration Fee Counn• Per Parcel Fee Adminlstration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reserve CollectionJ (1'ransfers) Other Re��enues/General rund Contribution Balance to Levy DISTRICT STATISTICS Total Parcels '1 otal Parccls Le��icd Total F:quivalent Benefit [Jnits Levy per EBU RESERVE INFORMATION Beginning Rescr�-e Balance Reseree _\ccount .�cti�-itti� _�nticipated Resen�e Bal.�nce ASSESSMENT INFORMATION \Iaxunum _�ssessment Rate I'rior �'ear ?OO;i/UG Maximum Assessment Rate FY 2006/07 C;PI .�pplied: 3.00°�� $5,G8G 2,3G9 5G"' 1,3-�1 -16-� 0 0 $10,427 General Benefit S8�i3 35� 85 301 ,� U 0 $1,564 1,-�3a ?15 10 0 6 �l $1,451 $215 11,8�8 1,,�9 ll 0 <<>�'^��; ��, ,`�) $10,099 0 Special Benefit ��,t333 �,O 1-4 -182 1,1-1�� 39-1 U 0 $8,863 1,2?0 10 G $1,236 10,099 ll � $10,099 �q �� 29.00 $348.24 9,5�1 0 9,551 �381.5�32 $392.9998 ll�rniI�iir.u��ru! Pu;� 38 TABLE IV ZONE 5 SANDCASTLES 7ONE OS SANDCASTLES DIRECT COSTS �Iaintenance Costs Landscape L'tilities I,andscape Estras (Repairs!\faterials; Equipment) 'I'xce Pruning Strect Lighting Special District Ser�-ices \faintenance Repairs Total Direct Costs ADMINISTRATION COSTS I�i,trict _ldministration Countr _�dministra�ion I-�ec Cvunty Pcr Parccl Fce Admmisttation Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reser�-e Collectionr'�I'ransEcrsj C�thcr Re��enucs/Gencral Fund Contribution Balance to Levy DISTRICT STATISTICS "1'otal Parccls '1'otal Parcel� I.evied 'I'otal I-:qui�-alent Iienefit C�nits Total General Special Budget Benefit BeneCt �U (1 0 � 1,133 0 0 $1,133 -�� 25 $824 1,9�� 0 U $1,957 Levy per EBU RESERVE INFOE2MATION Beginning Reser�-e Iialance Rcscn�e :lccount _�cd�-it�� _lntici(�ated Reser�•e 13alance ASSESSMENT INFORMATION \(aximum .issessment Rate Prior I'ear 2u(1�/UG Maximum Assessment Rate FY 2006/07 CPI .��piicd: 3.c )U°'o SO 0 U O �� 0 �) $0 SO 0 0 0 1,133 0 U $1,133 0 -q2 0 2� 0 , $0 $824 0 1,95? 0 0 0 U 0 $1,957 �1 �l �1.()U $47.72 3,-13 0 3, ; 13 35�.31 i�3 $53.7848 11�mil'7n�ut�ai/ P�(Kr 39 TABLE IV ZOi�TE 5 PRIMROSE 2 "LONE 05 E'RIMROSE 2 DIRECT COSTS �[aintcnance Costs I.andscape litilities L.andscape Lstras (Itepaus%�Iatetials/�quipment) 'I'ree Pruning Street Lighting Special District Services �Iaintenance Repaus Total Direct Costs ADMINISTRATION COSTS District .�dministration Count}� .ldmuustrauon I�ee Count�� Per Parcel Fce Administtation Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reserve Collection/(I'ransfers) Other Revenues�'General l�und ContriUution Balance to Levy DISTRICT STATISTICS "I'otal Parcels 'I'otal Parcels L,evied "Cotal Equi�-alent $enrfit Units Levy per EBL• RESERVE INFORMATION Be�inning Resen•e BaLlnce Reser�•e _\ccount .1cti�-ity _\nticipated Re�en-e Balance ASSESSMENT INFORMATION \Ia�:unum _�ssessment Rate Prior I�ear ?00�/UG Maximum Assessment Rate FY 2006/07 CPI .�pplicd: 3.U0° o Total Budget �3,215 ��3 38G �64 15� 0 0 $3,993 General Benefit y0 O () 0 0 0 0 $0 Special Benefit �2,215 %'•3 386 �G4 15� O 0 $3,993 1,098 0 1,098 2� 0 25 G 0 6 $1,129 $0 $1,129 5,122 U �,132 U 0 0 0 o u $5,122 0 $5,122 3? 3? 3"'.00 $138.42 1',-E=�0 0 17,�1-�0 S1 �5.6808 $180.9512 .�I!/I?!F'1/Idd�7[II Pu;r 3U TABLE IV ZONE 6 HOVLEY LANE MONTEREY MEADOWS ZONE 06 MONTEREY MEADOWS Total General Budget Benefit DIRECT COSTS �[aintenance (:osts I.andscape L'tilitics I.andscape E�tras (Repairs% \faterials�`Equipment) Tree Pruning titrect I,ighting Special Uistrict Sen•ices �faintenance Repairs Total Drrecr Costs ADMINISTRATION COSTS lli�trict .ldmuustration C:ountc� _�dnunistration Fee (�ounri� Per Parcel Fee Administratfon Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Rcser��e Collection,r''(I'ransfers) Othcr Kevenues/General Pund Contribution Balance to Le�ry DISTRICT STATISTICS 'I'otal Parccls 'I'otal Parcels l.e�•ied "1'otal Eytuvalcnt Bcnetlt L'nits �83Q 3?� 3G1 -1-�3 -� 12 U U $2,3Gi �� O 0 0 p 0 0 $0 Lew per E$U RESERVE INFORMATION I3eginning Recer�•e t3alance Resen�e .lccount .1cti� ity .inticipatcd Rcscr�-c Balance ASSESSb1ENT INFORMATION �Iasimum _lssessinent Ratc I'rior 1'ear 2(1U5;'OG Maximum Assessment Rate FY 2006/07 (:PI .�pplied: 3.(lO° �� Special Bene�t S820 325 361 -}43 �12 l) tl $2,361 868 0 HG8 25 � 3�i 6 0 G $899 $0 $899 3,2G0 � 3,?GO 39f� ll 398 0 0 O $3,G58 0 $3,658 -40 �U -tQ OU $91.44 386 398 '8-F �88.8()-�3 $91.4683 Unui('trtuariu! Pu{e 31 TABLE IV ZONE 6 HOVLEY LANE THE GLEN ZONE 06 THE GLEN DIRECT COSTS \Iaintcnance Costs I,andscape L;uliues Landscape F.xtxas (Repairs/\faterials/L.yuipment) Tree Pruning Street Lighting Speci��l District Services \Iaintenance Repairs Total Direct Costs ADMINISTRATION COSTS Distnct _�dtnuustration CountS• _ldmuustration Fee CountS• Per Parcel f�ee Administrauon Costs (Subtota/) LEVY BREAKDOWN Total Direct and Admin. Costs Resen-e Collccdon/("I'ransfers) ��ther Re�•enues/CJrneral Fund Contribudon Balance to Levy DISTRICT STATISTICS "I'otal Parcels "lbtal Parcels Le��ied "I'otal Lquivalen[ Benefit i�nits Total Budget �2,039 850 -�l? '1-� 0 0 0 $4,015 General Benefit Special Bene�t Levy per EBU RESERVE INFORMATION I3eginning Resen-e Balance Resen-e _\ccount _\cdvit�- �nticipated Reser�•e Balance ASSESS1�iENT INFORMATION \Iasimum .�ssessment Rate Prior �"ear ?OOS/f)6 Maximum Assessment Rate FY 2006/07 (:PI _lpplied: 3.OU°'o S30G 128 63 lU? O O 0 $G03 �1,?33 ��? 3�0 60� 0 0 0 $3,412 8-8 132 ?�6 2 0 2 3 0 3 $883 $132 $751 -�,898 735 -4,163 6?2 93 529 ;���i� (S?h) 0 $4,692 $0 $4,G92 1C 1G 1 G.OU $293.26 81� G2? 1,-�3G 528�., , ,� $293.3176 1Lr;rif•�uau��-r! j�����, �� TABLE IV ZONE 6 HOVLEY LANE HOVLEY ESTATES 7_ONE 06 HOVLEY ESTATES DIRECT COSTS \Iaintenancc Costs I.andscape L'tilities I.andscape Eztras (Repairs/�Iaterials/'Fquipment) Tree Pnining Strect I.ighung Spccial District Ser�•ices �[aintenance Repairs Total Direct Costs ADMINISTRATION COSTS District .\dministrauon Counn .�dministraaon Fee County� 1'er I'arccl I�'ee Administration Costs (SuGtotal) LEVY BREAKDOWN Tota) Direct and Admin. Costs I�esen-e Collec�ion!�ransfers) Other Re��enues%General Fund Contribution Balance tv Levy DISTRICT STATISTTCS Total Parcels Total Parcels Le�ied 'I'o�al Fqui�alcnt Bcneht C:nits Levy per EBU RESERVE INFORMATION Beginr.uig Resen�e 13alancc Reseme _lccount _�ctiviri� .lnticipated Resen•e I�alance ASSESSMENT INFORNfATION �Iaximum .lssessment Rate 1'rior I'ear 2005;'OG 1�laximum Assessment Rate FY 2006/07 CPI .�pplied: 3.OU° o Total Budget �2,G2 % 1,U93 -4G-1 S92 15� 0 U �4,931 General Benefit �� U i) 0 c� O 0 $0 Special Benefit �2,G2? 1,093 �G�1 S92 15� ll 0 $4,931 925 0 9?S � �� � 3 0 3 $930 $0 $930 5,8G1 O 5,8G1 ,49 0 -�9 0 0 U $6,610 $0 �G,G10 1� 1G 1 G.0O $413.12 1,��3 ?-19 � �(�? S-�O1.10?6 $413.1357 iluaiFrir�rit�r.�/ J�,�{� i i TABLE IV ZONE 6 HOVLEY LANE SONATA I ZONE 06 SONATA I DIRECT COSTS �faintenance Costs I.,andscape Utilities Landscape Extras (Repairs/\Iaterials(Equipir.entj Z'ree Prurung Street Lighting Special llistrict Services \Iaintenance Repairs Total Direct Costs ADMINISTRATION COSTS District .�dmuustration Count}' _ldministration Fee County Per Parcel Fee Administration Costs (Subrotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resen-e Collecaon � ('I'ransfers) Other Re�•enues/General Fund Contribution Balance to Levy DISTRICT STATISTICS "I'otal Parcels Total Parcels Levied 'I'otal Equivalent Benefit L'nits Total Budget $2,-F83 1,032 �G-1 G12 1 �-1 0 U $4,745 General Bene�t Special Benefit Levy per EBU RESERVE INFORMATION I3eginning Resen•e Balance Resen-e _lccount :lcrivit�- _lnucipated Reserre I3alance ASSESSMENT INFORMATION \Iasimum _lssessmcnt Rare Prior Z'car 3011�/Ub Maximum Assessment Rate FY 2006/07 CPI _�pplied: 3.00°'� �3?3 154 70 92 ?? 0 0 $710 $2,11O 8�8 39� 7?n 132 0 0 $4,035 93� 1-�0 -95 ? �� � 3 0 3 $940 $140 $800 :i,685 8�U 4,835 7S lU9 G1G (959) /�159j 0 $5,451 $0 $5,451 1G 16 16.0a $340.68 1,200 -35 1,925 $330.815+ $340.7399 _ll�util'iirui«r�i! P���� :�.} TABLE IV ZONE 6 HOVLEY LANE SONATA II ZONE 06 SONATA II Total General Budget Bcnefit DIRECT COSTS \Iaintenance Costs Landscapc C: tilities Landscape F'.xtras (Repairs%\Iaterials/Lquipment) 'i'ree I'runing Strcet Lighcing Special District Serc•ices �Iaintenance Repairs Total Direct Costs ADMINISTRATION COSTS Ui�trict _3dministracion County� _�dmirustration r'ec Counn� Pcr Parccl Fce Administratton Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resen�e Collection; (Transfers) Other Re�-enues%General Fund Contribution Balance to Levy DISTRICT STATISTICS "I'ota] Parcels 1'otal Parcels Le�-ied 'Total i�.yui�-alent Benefit CTnits Levy per EBti RESERVE INFORMATION Beginning Rcserve Iialancc Keser�•e _lccount _icti�•it�� �nticipated Reser��e Balance ASSESSMENT INFORNiATION �Iaxunum _�s�essment Rate Prior 1"car 30(>�i O6 l�faximum Assessment Rate FY 2006/07 CPI _lpplied: 3.0O"'0 S-�,�-6 1,99O 5GG 1,�03 2�8 (1 U $9,092 1,63G � 19 $1,657 10,?�9 i,.>�3 U $12,122 �0 0 0 0 0 0 0 $0 Special Benefit S-�,"'�6 1,')90 �G;' 1,�02 3�8 U 0 $9,092 0 1,G3G 0 ? 0 19 $0 $1,657 U I �),'�9 0 1,3 �'3 0 0 $0 $12,122 9� �-4 9�.U0 $128.94 2,528 t,3�3 3,90'_' � 12�206fi $128.9C,30 lluuit�inunu�i! Prt{r 3� TABLE IV ZONE 6 HOVLEY LANE HOVLEY COLLECTION ZONE 06 HO'VLEY COLLECTION Total General Budget Benefit DIRECT COSTS �Iaintenance Costs I.andscape Cstilities Landscape E�tras (12cpairs/�Iaterials/Equipment) "I'zee Pruning Street Lighring Special District Scr�-iccs �Iaintenance Repairs Total Direct Costs ADMINISTRATION COSTS District _�dmuustration County _ldministration Fee Countv Per Parcel ree Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reser�-c Collecdoni�I'ransfers) Othex Re��enues/General Fund Contxibution Balance to Levy DISTRICT STATISTICS 'I'otal Parcels 'I'otal Parcels Levied Tocal Equi��alent Benefit t�nits Levy per EBU RESERVE INFORMATION Bcginning Reser�-e Balancc Resen�e .�ccount .1cti��itt- .�nticipatcd Reseme Balance ASSESSMENT INFORMATION \fasimum .�ssessment Rate Prior �-ear 3OU5; UG Maximum Assessment Rate FY 2006/07 CPI _�pplicd: 3.0(1° � $1,:'�U 1,336 1 l)3 3119 2�8 0 U $3,626 1,=�23 � 8 $1,433 S,U59 U 0 $5,059 5U 0 0 U 0 u 0 $0 Special Benefit $1,-20 1,336 1113 3�)9 ?58 0 l) $3,G26 0 1,-�23 0 2 u s $0 $1,433 U 5,O�9 0 �) 0 0 $0 $5,059 .i 8 38 38.OU $133.12 t,933 � 1,933 � 139.228a6 $133.1 G=�2 \Irntif'�u�iir�tu! P:l;e 3G TABLE IV "LONE G HOVI.EY LANE LA PALOMA I ZONE 06 LA PALOMA I Total Getteral Budget Benefit DIRECT COSTS \Iaintenancc Costs Landscape L�tilities ].andscape L•.ztras (Re�airs/'\taterials/�quipinent) 1'ree 1'runing �treet Lighting Special District Jen-ices �Iaintenance Repairs Total Direct Costs ADMINISTRATION COSTS District _�dministration Counh; _�dministration I�ce Count�• Per Parcel Fee Administtation Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Rescn•c Collection; (I'ransfersj Other Kevenues�'CJeneral I�und Contribution Balance to Levy DISTRICT STATISTICS "1'otal Parccls 'I'otal Parcels I.e�•ied '1'otal I?qui�-alent I3cnetit C.'nits $?,496 1,U�U -4G� 46-� 1�5 0 0 $4,619 SO u U 0 0 0 0 $0 Levy per EBU RESERVE INFORMATION }3eginning Rescrve $alance Resen•e _lccount _1cti�-ih• .lnticipated Resen�e Balance ASSESSMENT INFORMATION \tasunum .\ssessment Ra�e Prior 1�ear ?l)0�;'UG Maaimum Assessment Rate FY 2006/07 CPI _ipplicd: 3.00° o Special $enefit S?,-196 1,0-�0 -lG-i -164 1�5 0 0 $4,619 92� U 92� ? �� � 3 0 3 $930 $0 $930 S,;�F9 0 5,��9 '• 0, 0 ?(1' 0 Q 0 $G,256 0 $6,256 1? 1G t 6. UU $391.00 1,318 70, `',0?5 �3?9. C 3'-1 $391.0265 lliurrFiir��u-r,t/ P�i�t 3� TABLE IV ZONE 6 HOVLEY LANE LA PALOMA II ZONE 0� LA PALOMA II DIRECT COSTS �Iaintenance Costs I.andscape L tili[ies Landscape Extras (Repairs/�Iaterials/Equipmcnt) Tree Pruning 5treet 1_ighting 5pecial District Sen�ices \Iaintenance Repair Total Direct Costs ADMINISTRATION COSTS I�istrict :\dministration CountS• _�dmuustration Nec Counn• Per Parcel Tce Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reser�-e Collection/("I'ransfers) Other Revenues%General Fund Contribution Balance to Levy DISTRICT STATISTICS 'I'otal Parcels '1'otal Parcels L.evied Toral Equi�•alent Benefit C;nits Levy per EBU RESERVE INFORMATION Beginning Reserre I-3alance Reserve .�ccount _�ca�•it�� �nticipated Resen-e Balance ASSESSMENT INFORMATION \Iasunum .��sessmcnt Rate 1'rior �'ear 200:i; UG Maximum Assessment Rate FY 2006/07 CPI _lpplied: 3.00° � Total General Special Budget Benefit Benefit $2,G88 1,O12 -1G=� �I� 1�5 0 � $4,736 �0 0 U 0 0 0 0 $0 33,G88 1,(11 ? �G�4 �1" l :i 5 0 0 $4,736 9G1 0 9G1 25 0 2� 3 0 3 $989 $0 $989 �,'?S ,l5 0 $6,440 0 �,,?5 0 ?15 0 0 $0 $6,440 19 1G 1 G.00 �402.50 1,2U3 '1� 1,918 �39U.8089 �-�t)?.5332 ll�nii�•ia�nnr.�,� P�r;e 3�3 TABLE IV "LONE 6 LA PALOMA III ZONE 06 LA PALOMA III DIRECT COSTS \Iain[enance Costs Landscapc ['tilitics i.andscape f:xtras (Repairs% �Iatenals/�quipment) Trec I'runing Street Lighting Special District �er�-ices �[auitenance Repairs Total Direct Costs ADMINISTRATION COSTS I�istrict _�dmirustration Counn- .ldministration Fec County Per Parce] f�ee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resen-e Collecdon/�1'ransfers) (�ther Re��enuesiC;cneral I��und C;ontribution Balance to Le�y DISTRICT STATISTICS "I'otal Parcels T��tal Parcels Le�•ied "1'otal F.yuiealent I3enefit Units Total Budget S 1,�96 �' 11 361 3G1 1�7 0 0 $3,084 General Benefit Special Benefit Levy per EBU RESERVE INFORMATION Iieginning Resen•e $alance Reser��e _lccount _�cti�-in� .lnticipated Reser�-e Balance ASSESSMENT INFORMATION \Ia�unum _lssessment Rare Prior I�ear '_'U(1�/l)G Maximum Assessment Rate FY 2006/07 CPI .�pplied: 3.� )O°•�� $0 0 0 O 0 cl �) $0 S1,-F9G ,11 3G1 3G1 1 �:i u u $3,084 8l)6 U 80(i 25 0 2� � � � $833 $0 $833 3,91� 0 3,91? -384 0 �8-1 0 � 0 $4,401 $0 $4,401 1? l :i 1 �.(lp $293.40 -{? 1 -184 9�5 �28-}.9119 >?93.-��93 11nnil �ra�urriu! P,i�e 39 TABLE IV ZONE 6 SANDPIPER COURT ZONE 06 SE►NDPIPER COLRT Total General Budget Benefit DIRECT COSTS �Iaintenance Costs Landscape litilities I.andscape I�.xtras (RepairsJ\Iaterials/I�.quipment) '1'ree Pruning Street Lighting Speciai District Services \Itintenance Repairs Total Direct Costs ADMINISTRATION COSTS I�istrict _1d►nuustration (:ount�• .�dministration I�ee Count}' Per Parcel Tee Administrauon Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reserve (;ollection/(I'ransfers) Other Ke�•enues/Genezal Fund Contribution Balance to Levy DISTRICT STATISTICS Total Parcels Total Parcels Lcvicd "Total Equi4•alent Benefit Units S2,188 1,3-49 �C-� G(12 155 U U $4,758 $0 0 U u 0 0 0 $0 Levy per EBU RESERVE INFORMATION Beginning Resen�e Balance Reserve .lccount _lctiviri� .�nucipated Resene L3alance ASSESSMENT INFORMATION \[axunum _lssessment Rate Prior �'car 200�/OG Maximum Assessmeat Rate FY 2006/07 CPI _lpplied: 3.00°'� Special Benetit �2,1$8 1, �=49 �6� G1�2 l :i � 0 0 $4,758 935 0 935 2 0 2 3 0 3 $940 $0 $940 5,G98 0 5,G98 7�? 0 �?7 0 0 t) $6,425 $0 $6,425 19 16 1 G.O� $401.56 960 -�, 1,G8.'• �389.91 G8 $401.6143 llmii� iir��a�ru/ P��,e �U TABLE IV ZONE G SANDPIPER WEST ZONE 06 SANDPIPER WEST Total General Budget Benefit DIRECT COSTS _llaintenance Costs Landscape L tilities Landscapc I-:xtras (Repairs/�Iatcnals;`�9iupment) 'Cree Pruning Strcet Lighting tiPecial llistrict ticr�-iccs \faintenance Repairs Total Ditect Costs ADMINISTRATION COSTS District .�dministration C:ounty _3dministration l�ec Countt� Per Parcel Fee Administratlon Costs (Swbtota!) LEVY BREAKDOWN Total Direct and Admin. Costs lteser�-e Collectionj ('T'ransfers) C)ther Re�-enuesi General Fund Contribu�ion Balance to Lew DISTRICT STATISTICS Total Parcels 'I'otal Parcels I,e�•ied "I'otal �yui��alent I3enefit I_'nits S2,1�8 i,3�s �G-� �i:i 9 1» 0 O $4,714 $�) �� ll i1 U � l) SO Levy per EBU RESERVE INFORMATION l�eginnin� Reser��e Balance Reseme _\ccount _1cti��itt� �\nticipated Resere•e Balance ASSESSMENT INFORMATION Jlaximum _lssessment Rate Prior l�ear 2OU:5%UG Maximum Assessment Rate FY 2006/07 CPI _�pplied: 3.(lU°'� Special Benefit S'_',188 1,3-+8 �G-1 �59 1�5 �) � $4,714 935 U 93; � �� � 3 l) 3 �940 $0 $940 S,G�� ??? 0 $6,37G 0 5,65� U -'? � � c) 0 �G,376 1G 1G 1 �i.UO 5398.�0 ',G33 ;�� 3,3�5 S38G. �)298 5398. i3?� Ilni�rFinru:�'trt! P��se -{ l TABLE IV ZONE 6 HOVLEY WEST ZONE 0�5 HOVLEY WEST Total Budget DIRECT COSTS \Iaintenance Costs Landscape L tilities I,andscape Lxtras (Repairs/�taterials/F.quipment) 'I'rec Pruning Screct I.ighting Special District Services \Iaintenance Repairs Total Direct Costs ADMINISTRATION COSTS District _�dmuustration Counte _�dministration Fee Count�� Per Parcel Fee Admrnisttation Costs (Subtotal) LEVY BREAKDOWN Total Direci and Admin. Costs ReserFe C;ollection/(`I'ransfers) Other Re�•enues/(iencral I�und Contribution Balance to Levy DISTRICT STATISTICS "I'otal Parcels Total Parcels Le�-ied Total Equi�-alent I3eneFit Units Levy per EBU RESERVE INFORMATION Beginrung Rescn�e Fialance ResecZ�e _lccount _1cti��ih' _lnticipated Reseme }3alance ASSESSMENT INFORMATION \Iasimum _lssessmecit Rate Prior ��ear 2U(l�;"Ob Maximum Assessment Rate FY 2006/07 C P I .lpplicd: 3.00°- �� l /mut'7nu�rrrul General Sgecial Benefit Benefit �2,369 83� ,�_ 5G? 309 O 0 $4,796 �i3:i5 12-� 109 8G �G 0 0 $720 $2,01 � -00 G18 481 2(i3 0 0 $4,076 1,033 15� 8-9 ? �� � 3 0 3 $1,038 $155 $884 �,83� 8 i � 4,9G0 0 0 0 ;5��) ��?"�; 0 $4,960 0 $4,9G0 1G 1G i G.00 $310.00 �,'8�4 1� 2,38-1 53U(L99-�1 �3 ] O.U239 P: �;r -13 TABLE IV ZONE 6 DIAMONDBACK ZONE 06 DIAMONDBACK TotaI Budget DIRECT COSTS Jlaintenancc Costs Landscape L'tilities Land,cape I�stras (Repairsi"�Iaterialsi I:quipment) "1'rec I'runing Street ]..ighting Special llistrict Serc-iccs �Iaintenance Repairs Total Dlrect Costs ADMINISTRATION COSTS District .\dmuustration Countti• .�dministration Fec Countc Per Parcel Fee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reserve C:ollection;`(Transfers) Other Re�-enues/Gencral Tund Contribution Balance to Levy DISTRICT STATISTICS Totzl Parcels T'c�tal Parccls Lcc•ied '1 otal f=.yui�-alent 13enefit L'nits Levy per EBU RESERVE INFORMATION I3eginnu�� Reser��e I3alance IZesen-e _�ccvun[ _�cue�ih- _�nticipated Reser�•e Balancc ASSESSMENT INFORMATION \Iaximum .lssessment Rate Prior �'ear 3Ull�; OG MaximUm Assessment Rate FY 2006/07 CPI.1�plied: i.i111°b �3,1)60 -113 3U9 ?O6 1» O 0 $3,142 1,139 ?� 3 $1,1G7 -�.309 l) U $4,309 General Benefit �() 0 �) 0 Q 0 0 $0 Special $eneGt �2,OCi0 �12 3�)9 ?(16 155 O 0 53,142 0 1,139 Q 3� 0 3 $0 $1,iG7 0 -�,.i09 �) ( ) U U 0 $4,309 �� �p 3U.OU 5215.44 -F,818 0 -�, 518 $382.-G 18 �39�?-�-�:i ll�nul •a�rra.�.i/ 1?���� � i TABLE IV ZONE 6 PALM COURT 70NE 06 PALM COURT Total Budget DIRECT COSTS ,llaintenance Costs I.andscapc [Jtilities Landscape L•.stras (Repairs/�Iaterials/f�:q�upme�it) Tree Pruning Strect ],ighting Special District Ser��ices �Iaintenance Repairs Tntal Dtrect Costs ADMINISTRATION COSTS District _ldministration Counh- .ldmirustration Fee Countt- I'er Parccl Fec Administration Cosrs (Subtota!) LEVY BREAKDOWN Total Direct and Admin. Costs Resen-e Collecuon;`(I'ransfers) Other Re�-enues/General Fund Contribuuon Balance to Levy DISTRICT STATISTICS "I'otal Parccls 'I'otal Parcels Levied 1'otal �quivalent BeneFit Uruts Levy per EBU RESERVE INFORMATION Beginning Resen•c Balancc Resen�e .3ccount .�cti�•i[y� _�nticipated Resen-c Balance ASSESSMENT INFORMATION �Iaximum _�ssessment Rate Prior l�ear 2l)(15!l)6 Maximum Assessment Rate FY 2006/07 $2,(1C� �15 �13 ?UG IJ5 O U $3,348 General Beneiit SO U 0 ll () 0 () $0 Special Bene�t 52,��6t� 51� -412 ?OG l�� 0 0 $3,348 1,089 0 1,089 35 O 2� 3 O 3 �1,117 $0 $1,1�7 �,-lG5 l,Ull l) $5,47G �� �t,-4G5 O 1,011 0 0 $0 $5,476 �� �p 20.00 $273.80 c�g� 1,U11 1,993 �S?G�.8G3G �3,3.839� �I�u:rl�ru�r�l�i:�l P:i,�� �-� TABLE IV ZONE 7 WARING COURT ZONE 07 WARING COtiRT Total Budget DIRECT COSTS �Iaintenance Costs ].andscape L: tilities I.andscape L'.xtras (Repairs; �Iaterialsj�F.quipcnent) '1'rcc Pruning Strcet I,ighting Special District Seraices \Iaintenance Repairs Total Direcr Costs ADMINISTRATION COSTS llistrict _�dministration County _�drrunistration F�ce Countc Per Parcel I�ee Admtnistration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reser�-c Collectionr'('I'ransEcrs) Other Re� enues/General f�und Contribudon Balance to LeW DISTRICT STATISTICS Total Parceis 'I'otal Parcels I.ei•ied Total h'qui�:ilent Benefit L;nits Levy per EBU RESERVE INFORMATION Be�,rinnin� Reserve l�alance Resetz-e .\ccount .lcticity lnticipated Reser�•e Balance ASSESSMENT INFORMATION \Iasimiun _�ssessment Rate Prior l'ear �U1�5/OG Maximum Assessment Rate FI' 2006/07 C:PI .�pplied: 3.OU° � $2,89� G18 -11 ? �1? U 0 U $4,336 General Benefit SU �) U 0 0 0 c) $0 $ene�t 53,89-} G18 �12 �12 0 U 0 $4,336 I,U23 0 1,023 2� U 25 3 0 3 $1,051 $0 $1,051 �,38' 0 0 $5,387 11 5,38? il U l� U $0 $5,387 1G 1G 1 G.O0 $336.G8 G,-? 9 U ��-,-,9 543�.19?� S-I :i0.31:i3 Il:ur�f�riniu<irr� I':�;�• -}� TABLE IV ZONE 8 PALM GATE ZONE 08 PALM GATE DIRECT COSTS \Iaintenance Costs I..andscape Utilities I.andscape rsttas �epairs/\IaterialsjEquipmentj Trec Pruning Street I.i�hting Spccial Uistrict Serrices \fainrenance Cost Total Direct Costs ADMINISTRATION COSTS District _�dministration Counh- .\dministrauon Fec Count}� Per Parcel Fee Administratron Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Keserve Colleccion; ('I'ransfers) Other Revenues; General I�und Contribution Balance to Lew DISTRICT STATISTICS Total Parcels Total Parcels Le�-ied T'otal Fyuivalent Benefit Lnits Levy per EBU RESERVE INFORMATION Iieginning Reser�-e }3alance Reser��e .lccount _lctivit�� _�nticipated Resen�e E�alance ASSESSMENT INFORMATION Jlaximum _�ssessment Rate Prior 1'ear 2U05/O(> Maximum Assessment Rate FY 2006/07 CPI _lpplicd: 3.0�°�� Total General Special Budget Benefit Benefit $?%3 3U9 3�)9 0 309 0 U $1,700 �0 O 0 0 0 u 0 $0 �-,3 309 3t)9 0 309 0 O $1,700 1,01� � 1,01? 35 0 2� - 0 , $1,049 $0 $1,049 �,,�19 � 2,,�9 O U 0 0 0 0 a2,749 $0 $2,749 3�' 3% 3'.0(l $74.28 G32 0 632 �-2.5110 � ;'�.G8G3 lluui�•�ir:r�i<ni! Po�r �1G TABLE IV ZONE 9 THE GROVE 7.ONE 09 THE GROVE DIRECT COSTS llaintenance C:osts Landscape L'tilities Landscape �xtras (Repairs/�Iaterials/�quipment) 'I'ree Pruning Street I,ighting Special llistrict Sen-ices \Iaintenance Repairs Total Ditect Costs ADMINISTRATION COSTS District _ldmvustration Countc� _�dminiscration Fee Counr�- Per Parcel Fec Administtatfon Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reser�-e Collectioni'('1'ransfers) Other Re��enues;'General Fund Cc�ntribution Balance to Levy DISTRICT STATISTICS "1'otal Parcels 'Tota( Parccls Lc�-icd 1'otal Equi�-alent Bcnefit Units Levy per EBU RESERVE INFORMA.TION Beginning Reser�-e Balance Reser��e .lccount .lctirit�• .lnticipated Resen-e Balance ASSESSMENT INFORMATION \Iasimum .lssecsment Rate Prior 1'ear 3UO� %OG Maximum Assessment Rate FY 20Q6/07 CPI .lpplicd: 3.l)O°.'� Total Budget J8,?-LU 3,88-� 1,6-�8 5,253 2,0G0 U 0 $20,085 �,�8, 35 1% $2,529 2�,G 14 0 U $22,614 General Benefit SO �) 0 U l) 0 0 $0 Special Benefit �3,2-1�1 2,88� 1,G-48 5,3�3 2,0G0 0 U $20,085 0 �,�t8"' 0 25 0 i� $0 $2,529 U 2?,614 0 0 0 0 0 $22,614 lU5 10� 1(1�.U0 $215.3G -�3,01' U -�3,017 $21-�.39-10 S3''0 ?3?8 lln�ril'iii�iu�i.�/ Pr{�e -F� TABLE IV ZONE 11 PORTOLA PLACE ZONE 11 PC►RTOLA PLACE DIRECT COSTS \Iaintenance Costs l.andscape L'rilities Landscapc Extras (Repairsj �Iacerials/Equipment; 1'ree Pruning Strect I.ighting Special District Services \taintenance Repairs Total Ditect Costs ADMINISTRATION COSTS District _�dmuustration C:ounn� .�dministration Fee Count}' Per I'arcel Fee Administtation Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resen•e Collection/(1'ransfersj t)ther Reeenues/General Fund (:ontribution Balance to Levy DISTRICT STATISTICS 'I'otal Parcels '1'otal Parcels Lc��icd 'I'otal rqui�•alent Benefit L'�IllCS Levy per EBU RESERVE INFORMATION Iiegimung Resen�e Balance Resen�e .lccount _�ctivin� .lnticipated Resene Balance ASSESSMENT INFORMATION \Iaxunum _�ssessment Rate Prior I'ear 20U:i/UG Maximum Assessment Rate F1' 2006/07 CPI _�pplied: 3.�10°%� Total General Special Budget Benef7t Benefit �2,3G2 1,103 360 103 0 0 U 3,928 �0 0 0 0 0 0 0 0 $2,362 1,103 3G� l l)3 0 0 0 3,928 892 U 892 2� 0 25 � 0 -� 921 0 921 -�,8-�9 0 �,8-�9 0 O U (1 GG;� � ;1 GG) $4,683 0 $4,683 23 23 23.00 $203.60 3 �c)0 0 3,29U �197.-132 $203.G-l-IC t(niut ;uainn�/ I'q�� �R TABLE IV 70NE 13 PALM DESERT COL'NTRY CLUB ZONE 13 PALM DESERT COUNTRY CLtiB Total General Special Budget Benefit BeneEit DIRECT COSTS �Iaintenance C:osts I,andscape litilities I_andscape E�tras (Repairs/\faterials/Equipment) Tree Pruning 5trect I.ighring Jpecial I)istrict Ser�-ices �Iaintenance Kepairs Total Di�ect Costs ADMINISTRATION COSTS District _�dministration Counn- _ldministration Pee (:oitnn Per Parcel Fee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Rescrve Collection%(TransEers) ( )ther Re�-enues i�General Fund Contribution $alaace to Levy DISTRICT STATISTICS Total 1'arcels 7'otal Parcels Le�-icd Total �:yuicalent Benefit Lnits � 1 ?,000 �,SUO 1,700 1,�UU 21,(l00 0 0 $38,500 SO 0 0 U 0 0 0 $0 S 12,OU0 �,51� 1,500 1,�00 21,000 0 O $38,540 Lew per EBU RESERVE INFORMATION I3eginning Resen e Balance' Reser�-e .�ccount .\cti�-in� ,lnticipated Reserti-e Balance 14,�GU 0 1�,?60 ?� (1 ?:i �-;� �� ��� ,, $15,062 $0 $15,062 53,�G2 U �3,5G2 (�,l)Ui); O ;S,U�)l)) l) 0 0 $48,5G2 0 $48,562 1,%G9 1 ^33 ?,31=�.85 �a20.98 1 � 1,992 �; 5,� )i )t ); 1 �G,992 ASSESSMENT INFORMATION _lla�cimuzn _�s�essment Rate Prior 1'ear 20O5 /UG �`?9.1 GI)0 Maximum Assessment Rate FY 2006/07 �30.1)3-18 CPI .�pplied: 3.U0°'o 'nc� bcginning Reserve E3alancc is largeli• thc result of Rescre-e f�unds rrat�sferred ro the (:in� from the C�unh• �chen this "l.one became part of the Citt� of Palm I�esert. Per pri�r Council acuon, a pornon of this Resere�e [�und ��nll be used annuall�• ro reduce rhe a>sessmenrs o��cr se��eral ��ears. 1lmriF�iruir.i:�l P��sr �9 TABLE IV ZONE 14 K& B AT PALM DESERT ZONE 14 K&]3 AT PALM DESERT Total General Budget Benefit DIRECT COSTS Jlaintenance Costs Landscape L�rilitics Landscape Fxtras (Repairs; \Iateria]s/�,quipment) Tree Pruning Strcet Li�;hting Special Uistrict Sen�ices \Iaintenance Repairs Total Drrect Costs ADMINISTRATION COSTS District .ldmuustrauon County _ldministrauon Fce Countc Pcr Parcel Fee Administtation Costs (Subtota!) LEVY BREAKDOWN Total Direct and Admin. Costs Reserre Collecdon/(Transfers) Other Reccnues/Csencral f�und Conrribution $10,-F? I -3,3G3 6�0 2,115 30t) tl 0 $17,849 $I,5?1 G�� 90 31? �� U 0 a2,677 Balaace to Levy DISTRICT STATISTICS Total I'arcels Total I'arcels I,e�-ied T'otal �:qui��alent Benefit C:nits Lery per EBU RESERVE INFORMATION I3eginning Resen-e Iialance Reserve .�ccount .�ctivin- _�nticipated Resene Balance ASSESSMENT INFORMATION �Ia�unum _lssessmcnt Rate Prior �'ear 300�/l.lG Maximum Assessment Rate F1' 2006/07 CPI _\pplied: 3.O0`:�0 �,G-8 -102 2� =3 33 S $2,736 5411 20,�8:i 3,�88 3,250 -188 �; ?,`�-6) ( 3,��G) $20,259 $0 Special Benefit $8,900 3,�09 510 1,?98 2�5 0 0 $15,172 '_',2,6 21 ?g $2,325 1- -�9' � ?�? 0 $20,259 1G� 163 S 1 G3.01) $124.28 3,��48 3,3�0 G,698 �1?0.'160 � 12�.33�� lliu�il`run�r<iv/ !'-r;t �Il TABLE IV ZONE 15 CANYON CREST 7.ONE 15 CANYON CREST DIRECT COSTS \Iaintcnance Costs Landscape [: tilitics Landscape Tstras (Repairs; �Iaterials/'ryuipment) Tree Pruning �rrect I,ighting 5pecial District �er�-ices \Iaintenance Repairs Total Direct Costs ADMINISTRATION COSTS District _�dmuustraaon C:ounty .ldmulistration f�ce Count�> Per Parcel Fee Administration Costs (Strbtota!) LEVY BREAKDOWN Total Direct and Admin. Costs Resen�e Collectionj(I�ransfers) Othct Rc��enuesi General f�und Contribuuon Balance to Le�y DISTRICT STATISTICS Total Parcels "1'otal Parcels I.e�•ied 'I'otal Fyui��alent Benefit L�nits Levy per EBU RESERVE INFORMATION Beginning Reser�•e l�alance Reser�-e _�ccount .\cti�-in• .\nticipated IZeser�•e I�alance ASSESSMENT INFORMATION �Iaximum .lssessment Rate Prior �'ear 3(1i)S%O6 Maximum Assessment Rate FY 2006/07 (:PI .lpplied: 3.(1�°�� Total General Special Budget Benefit Benefit 5�,1 �0 -?3 -� 13 3U9 (l U U $6,644 $0 0 (1 U l) (l U $0 ��,1�0 �' 3 �1? 3U9 (� p ll $6,G44 1,�137 (1 1,-�3� S U 2� 11 0 11 $1,473 $0 $1,473 R,11� 0 8,11? (1 (1 0 0 0 0 $8,117 $0 $8,117 ?1 G�' G;'.UO 5121.14 1 �},� 50 0 1 +,5�0 S 1 �?.�-4-1� $162.-��G8 11nuiF•7irdu:ia/ Pu�r � t TABLE IV ZONE 16 (:OLLEGE VIEW ESTATES II ZONE 16 COLLEGE VIEW ESTATES II Total Budget DIRECT COSTS �Iaintenancc Costs Landscape L'�tiliries I.andscape F,stras !Repairsj �faterials/Equipmcnt) "I'rec Pnining Street T.ighting Special District Services \Iaintenance Repairs General Special Benefit Benefit SG,180 �,OGO 82� 91G 361 0 p Total Direct Costs ADMINISTRATION COSTS District .�dministration (:ounty- .�dministration Fec County Per I'arcel Fee Admin/sttation Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resen•e Collecaon/�I'ransfers) Other Reeenues/Ueneral Fund Contribution Balance to Levy DISTRICT STATISTICS 'I'otal Parcels Total Parcels l.e�-ied '1'otal F.quivalent Bcnefit C'nits Levy per EBU RESERVE INFORMATION Iieginning Reser�-e Balance Resen-e _�ccoun[ _1cti��iri' _�nticiPated Resrrre Balance ASSESSMENT INFORMATION �faximum .1�sessment Rate Prior l�ear 3()U:i% I)G Maximum Assessment Rate FY 2006/07 C:PI _�pplied: 3.O(�°-a ����� 309 12� 136 �4 0 0 $10,341 $1,550 1,573 23' 25 � � 1 $1,603 $242 g5,353 ],�51 ,00 �8U 30% 0 0 $8,791 [dd67J 1,33G 31 -4 $1,3G1 11,944 1,� 92 1O,152 0 0 0 (1,��)�) (1,�93; 0 510,152 $0 $10,152 32 32 32.11(1 $317.24 IG,S?� l) 1 G,��:i S-�G 1.-�0G3 $�-�.2-�8� � l�au1 •�u�r�,� i,,! (>,���> > � TABLE IV ZONE 16 SUNDANCE WEST ZONE 16 SUNDANCE WEST Total Budget DIRECT COSTS �faintenance Costs I.andscape L'tilitics Landsca�c 3�.�tras (Repairs/\Iaterials/Equipment) "I'rec I'runing 5trce[ Lighting �pecial District Ser��ices �faintenance Repairs TatalDitect Costs ADNiINISTRATION COSTS llistrict _ldmuustration Countt• _ldministration Fee Counri• Per Pzrcel I=ee Administratlon Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resen�e Collection/(1'ransfcrs) Other Revenucs%General Fund Contribution Balance to Le�y DISTRICT STATISTICS Total Parcels Tc�tal Parcels I,e�•ied 'I'otal r.qui�alent BcncEit C�nits Lew per EBU RESERVE INFORMATION Beginnin� Reser�-e Balancc Rescroe .�ccount .�cti��in� inticipated Iteser�-e I3alance ASSESSMENT INFORMATION \Iaxunum _lssessment Rate Prior 1'ear ?00'� j UG Maximum Assessment Rate FY 200G/07 CPI .lpplied: 3.O1)"'o �3,OU0 1,��5 8?�4 9l� ,�GO 0 �} $6,64G 1,G56 �� � $1,686 8,33? 0 U $8,332 General Special Benefit Benefit SO �l 0 (1 U u 0 SO �3,1)00 1,5-�� 8?-t 917 360 0 U $G,646 0 1,C»G 0 2� U � $0 �1,68G l) 8,332 U U 0 O $4 $8,332 3G 32 32.110 $2G0.38 8,310 0 8,31 p S-�� ;'.9--11 S4G1.4133 ll�nrit�in<nr�•r:�/ P.i,,, �3 TABLE IV ZONE 16 COLLEGE VIEW ESTATES I ZONE 16 COLLEGE VIEW ESTATES I Total Budget DIRECT COSTS \faintenance Costs I_andscape Utilities Landscape Extras (Repairs/�Iacerials/Equipment) Tree Prurung titrect I,ighting Special District Sen-ices \Iaintenance Rcpairs Tota! Direct Costs ADMINISTRATION COSTS District .�dmirustration Countt� _�dministration Fee Countv Pcr Parcel Fce Adminisiration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reser�•e Colleccion/�I'ransfers) Other Revenues/Ueneral Fund Contribution Balance to Levy DISTRICT STATISTICS Tc>tal Parcels 'I'otal Parcels I�evied T'otal I-:qui�alcnt Benefit L'nits Levy per EBU RESERVE INFORMATION Beginning Resen•e Balancc Resen-e _�ccount _�ctivit�� .�nticipated Reserve Balance ASSESSMENT INFORMATION \Iasimum _�ssessment Rate Prior 1�ear 20��/Oei Maximum Assessment Rate FY 2006/07 (; P I:1 p pli e d: 3.0�)°'� General Special Beneft Benefit ��3,�00 1,8-3? 82� 91' 3�9 0 0 $8,442 $GS 3�6 12-3 138 5� 0 0 $1,268 S3,82� 1,5G6 'OU -, � �� 30-1 0 0 $7,174 1,C28 2-1-1 1,38-� 35 4 21 S 1 -� $1,658 $249 $1,409 1U,100 1,�1? 8,583 2,680 -}02 �,��8 (l,�)19) (l,')19;� 0 $10,861 $0 $10,861 32 32 32.U0 $339.40 1,33G �,G80 -1,016 �331.9G88 S3-41.92 %'9 llu�uNrunu�z�r! I'q;r �-4 TABLE IV ZONE 16 PETUNIA I ZONE 16 PETUNIA I DIRECT COSTS �faintenance (:os[s I,andscape Litilities I,andscape �.atras (Repairs;'\faterials/'Gquipment) "I'ree Pruning Street Lighting Special Distsict Ser�-ices ,\Iaintenance Repairs TotalDirect Costs ADh1INISTRATION COSTS District .�dminis[raaon C:ount� _ldmuustration I�ce Countv Pcr Parcel Pce Admfnist�ation Costs (StibtotaJ) LEVY BREAKDOWN Total Direct and Admin. Costs Resen-e Collecuon/' (1`ransfcrs) C�ther Re�-enues; Genera] Fund Contribut�on Balance to I.ew DISTRICT STATISTICS "Cotal I'arcels 'I'otal Parcels I.e�ried "I'otal r:yui� alent I3enefi� L nits Levy per EBU RESERVE INFORMATION 13egimiing Iteserre Balancc Resen•e _lccount _1cti�itt- .lnticipated Reser��e I�alance ASSESSMENT INFORMATION \Iasunum .1s�essment Rate Prior 1 ear ?O()5 j l)G Maximum Assessment Rate F1' 2006/07 CPI .�pplied: 3.(lU° �, General Special Benefit Benefit Total Budget �3,000 1,�9? 82-F �J1" 3�9 0 0 $6,592 b-�50 '_2-� 12-1 138 5� � 0 $991 �2,�Si) 1,2G8 '00 _'�� 30� U U $5,601 1,638 2�-4 1,38-� 25 �4 21 � 1 4 $1,658 $249 $1,449 8,��0 1,?�10 -,010 3,OOu �t5� �,S�U (l,G�)u; (l.G�)ll) ll $9,5G0 "v0 $9,560 3? 3? 32. UO $298.74 1,35;' .i,�00 �,3�� �29-�.G8^S �303.�?35 tlu�ul ��u�r�,, r�,/ 1'.�tr i � TABLE IV ZOr1E 1G THE BOULDERS ZONE 16'CHE BOULDERS Total Budget DIRECT COSTS �I:11nTcnance COsts I .andscape li tilitics Landscape Estras (Repairs% \faterials/F:quipment) Txce Pruning �treet T,ighting �pecial District Ser�-ices �Iaintenance Repair Total Direct Costs ADMINISTRATION COSTS llistrict .�dministration County _ldmuustration Fec County� Per Parcel Nee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Resene Collection%�ransfers) Other Re�-enues/General Fund Contribution Balance to Levy DISTRICT STATISTICS '1'otal I'arcels 7'otal Parcels i.evied 'I'otal Equivalent Benefit Lnits Levy per EBU RESERVE INFORMATION Beginning Resen-e Balance Reser�•e _�ccount _�cti�-ity _�nticipated Resen-e Balance ASSESSMENT INFORMATiON �Iasunum ,�ssessment Rate Prior 1'ear 2005%U6 Maximum Assessment Rate FY 2006/07 CPI .�pplied: 3.00" b General Special Benefit Benefit si,�su 55G �93 �G� 1:i� U � $3,748 sc� t� O Q O 0 0 $0 si,,so �5G ,93 -46�4 1�5 0 0 $3,748 0 1,0�� 0 2� 0 3 $0 $1,033 0 4,-51 (1 6U0 0 0 0 $5,381 1G 16 16.O0 $33G.30 �85 G00 1,18� g3?G.�3GG $336.5387 1,OO:i ?� 3 $1,033 �,781 GOl) 0 55,381 �f�ur�f'ru,mrir�! (>,��, �- TABLE IV ZONE 16 SUNDANCE EAST 7_ONE 26 SUNDANCE EAST Total Budget DIRECT COSTS �Iaintenance Costs Landscape Utilities Landscape F.stras (Repairs%\Iaterials/F�.quipment) T'ree Pruning ticreet Lighting Special District �en-ices \Iaintenance Repairs Total Direcr Costs General Special Benefit Bene�t $2,�U0 1,029 "93 -1G3 2U6 0 0 $4,991 ADMINISTRATION COSTS Distnct _�dministration Countj� .�dministrauon Fee County I'er Parcel Fee Administration Costs (Subtotal) LEVY BREAKDOWN Total Direct and Admin. Costs Reser�-e Collection/(Transfers) Other Itevenues%General r'und Contribution Balance to Levy DISTRICT STATISTICS '1'otal Parcels Total Parcels I_evied 'I'otal F•;quivalent Benefit C:ruts Levy per EBU RESERVE INFORMATION Beginning Resen-e Balance Reser�•e _\ccount _�cu�ir�• _lnticipated Resen�e Balance ASSESSMENT INFORMATION \fa:timum .�.ssessment Rate Prior l'ear 301i:i;'()6 Maximum Assessment Rate FY 2006/07 CPI _lpplied: 3.O0" � $3"� 15� 119 �0 3] U � $750 3_', I25 8'� 6?-� i93 1'� 0 0 $4,241 1,0(15 150 85� 35 � 21 ? �� � $1,032 $154 $878 6,O23 90-� �,119 1,9�O 292 1,G58 ;;1, l �)6) � l .1 �)Gl l) $6,777 0 $6,777 1 �l 1=� I -1.l)U $484.OG 83G 1,950 �,? 8G ���0.-�28G 5484.5414 ll�n�il •�u��n:r<i/ P�rtir �(i Appendix A— District Boundary Maps '1'he Boundar�� 1�faps for the District and/or lones are on file in the oftice of Public �\'c�rks and are bti� reference made part of this Report. The Boundar�� 1�Iaps are also available for inspection at the C)Efice of Public ��'orks. .11mrrlvna�rcin/ P;i�e 58 Appendix B— 2006/07 Assessment Roll Parcel identitication, for each lor �r parcel ��7thin the llistrict, shall be the parcel as sho«n on the Ri`•ersidc (;ount�� _�ssessor's map for thc t�ear in �uhich this Rcport i; prepared. \on-a�sessable lots or parcels ma�� include areas of public streets and other road�ua�-s (t�-picallt- not assigned 1n :1PN bti� the (:ountt�j; cieciicated public easements, c�pen space arcas and rights-or-wati•s including public greenbelts and parkti�-ati•s; utilin' rights-of-�va��s; common areas; landlocked parcels, small parcels �•acated b�• the Count}�, bifurcatcd lots, and an�- other propertti� that can not be de�•elopeci. �I'hese h'p�=s of parccls are considered to receit�e little or no benetit from the impro�•cments and are thereEore esempted from as�e�sment. Propertics outside the District boundary receive no direct or special benefits from the impro��ements provided bti� the District and are not assessed. I'arcel identificadon, for each lot or parcel ��7thin the District, shall be the parcel as shown c�n thc Ri� erside Counc}� .-issessor's map for the y�ear in which this Report is prepared. The land use classification f�r each parcel is based on the Ri��erside County <-�ssessor's Roll. .-� listing of parcels assessed �vithin this llistrict, along u�ith the �roposed assessment atnounts, shall be submittcd to the Ciry Clerk, under a separate corer, anc� b�� reference is made part vf this Report. :\pproval of this Report �as submitted or as modified) confirms rhe method of apporcionment acid the masimum assessment rate to be le�ied as�aui�t each eligible parcel and thereb�� constitutes the ap�ro�•ed le��� and collection of asses;ments for the fisczl �•ear. T1ze parcels and the amount of assessment to be le�-ied shall be submitted to the Count�- _�uditor/Controller and included on the propert�- taa roll for thc tiscal year, If an`� parcel submitted for collecrion i� idendfied b�� the (�ounty� ,-�ueiitor/Controller to be an invalid parcel number for the currecit tiscal }-ear, a corrected parcel riumber and/<�r cie�v parcel numbers ���ill be icienufied and re;ubmicted to the County- :luditor/Controller. "l�he assessment amount to be le�-ied anci cotlected for the resubmitted parce! or parcels shall be ba�ed on the method of apportionment and asse>sment rate a�pro�-ed in this Report. Therefore, if a;ingle parcel has changed to muluple parcels, the assessment amount a�plied to each of the ne«� parcels shall be recaTculated and applied accorciing to che ap�ro�•ed method of ap�ortionment and assessment rate rather than a proportionate sharc of thc original assessment. l in��il �i�r:» n,:,! I'��Sr 50