HomeMy WebLinkAboutRes 06-149 and 06-150 Formation of BAD No. 1CITY OF PALM DESERT
STAFF REPORT
REQUEST: APPROVAL OF RESOLUTION NO. 06-149 OF THE CITY COUNCIL OF
THE CITY OF PALM DESERT INITIATING PROCEEDINGS FOR THE
FORMATION OF THE CITY OF PALM DESERT BENEFIT
ASSESSMENT DISTRICT NO. 1 AND THE LEVY AND COLLECTION
OF ANNUAL ASSESSMENTS RELATED THERETO COMMENCING
WITH FISCAL YEAR 2007-08 AND ACCEPTING AND APPROVING AN
ENGINEER'S REPORT IN CONNECTION THEREWITH
APPROVAL OF RESOLUTION NO. 06150 OF THE CITY COUNCIL OF
THE CITY OF PALM DESERT DECLARING ITS INTENTION TO FORM
THE CITY OF PALM DESERT BENEFIT ASSESSMENT DISTRICT NO.
1 TO LEVY AND COLLECT ANNUAL ASSESSMENTS WITHIN SUCH
DISTRICT COMMENCING IN FISCAL YEAR 2007-08 TO CONDUCT A
PROPERTY OWNER BALLOTING ON THE MATTER OF THE
PROPOSED ASSESSMENTS CONNECTED THEREWITH AND TO
APPOINT A TIME AND PLACE FOR THE PUBLIC HEARING ON
THESE MATTERS
SUBMITTED BY: DAVID YRIGOYEN, DIRECTOR OF REDEVELOPMENT/HOUSING
DATE: NOVEMBER 16, 2006
CONTENTS: (1) CITY COUNCIL RESOLUTION NO. 06-149
(2) CITY COUNCIL RESOLUTION NO. 06-150
Recommendation:
Staff recommends that the City Council adopt the following resolutions in connection with the
proposed formation of the City of Palm Desert Benefit Assessment District No. 1:
1. Resolution No06-14%ntitled "A Resolution of the City Council of the City of Palm Desert,
California Initiating Proceedings for the Formation of the City of Palm Desert Benefit
Assessment District No. 1 and the Levy and Collection of Annual Assessments Related
thereto commencing with Fiscal Year 2007-08 and accepting and approving and
Engineer's Report in connection therewith."
06-150
2. Resolution No. entitled "A Resolution of the City Council of the City of Palm Desert,
California Declaring its Intention to Form the City of Palm Desert Benefit Assessment
District No. 1, To Levy and Collect Annual Assessments within Such District
Commencing in Fiscal Year 2007-08, To Conduct a Property Owner Balloting on the
Matter of the Proposed Assessments Connected therewith and To Appoint a Time and
Place for the Public Hearing on these Matters."
Staff Report
Adoption of City Council Resolutions in connection w/proposed formation of City of
Palm Desert Benefit Assessment District No. 1
Page 2of3
November 16, 2006
Background:
The owners of certain property located within the Section 29 area of the City of Palm Desert
have requested the City Council to initiate proceedings pursuant to the Municipal Improvement
Act of 1913 to form an assessment district for the purpose of acquiring, constructing and
installing certain public infrastructure improvements. One of the proposed improvements is the
acquisition by the City of an existing retention basin, which is proposed to be improved and
expanded so that it can also serve certain of the properties within the proposed Section 29
assessment district as an alternative to the developers providing on -site drainage.
In order to provide for financing the ongoing maintenance and servicing of the retention basin
after it is acquired by the City, Staff recommends that the City Council undertake proceedings to
form the City of Palm Desert Benefit Assessment District No. 1 (the "Maintenance District")
pursuant to the Benefit Assessment Act of 1982, commencing with Section 54703 of the
California Government Code (the "1982 Act"). The 1982 Act provides for the annual levy of
assessments to pay for the maintenance and servicing of certain public improvements, including
drainage improvements. Staff recommends that the Council undertake proceedings to form the
Maintenance District concurrently with the proceedings to form the Section 29 assessment
district to ensure that a mechanism to finance the ongoing maintenance of the retention basin is
in place prior to the City acquiring ownership of the retention basin.
In addition to including certain of the properties in the proposed Section 29 Assessment District,
the proposed Maintenance District will also include properties in the Monterey 170 development.
Properties in the Monterey Development currently use the existing retention basin and currently
finance the ongoing maintenance through a homeowners' association.
Formation of the Maintenance District is subject to the requirements of Proposition 218. This
means that assessment ballots must be mailed to the record owners of the properties proposed
to be subject to the annual maintenance assessments at least 45 days prior to a public hearing
on the proposed maintenance assessments. Each ballot must be weighted in accordance with
the proposed maintenance assessment against the parcel covered by the ballot. If the weighted
ballots cast in opposition to the maintenance assessment do not exceed the weighted ballots
cast in favor of the maintenance assessment, the City Council may form the Maintenance
District and levy the first annual assessment (which will commence in fiscal year 2007-08). In
subsequent years, the City Council will not need to conduct another mailed ballot proceeding so
long as the assessments are not increased above a pre -determined escalation factor.
It is necessary for the City Council to adopt the above resolutions as the initial steps in the
process to form the Maintenance District.
MuniFinancial has prepared an Engineer's Report concerning the formation of the District and
the levy of assessments as required by the 1982 Act and Proposition 218. The Engineer's
Report is on file in the office of the City Clerk.
The first resolution preliminarily initiates proceedings to form the Maintenance District and
preliminarily approves the Engineer's Report. The Engineer's Report, among other things,
describes (i) the maintenance services proposed to be financed with the annual maintenance
assessments, (ii) the properties proposed to be subject to the maintenance assessment, (iii) the
G 'RDAVVIa ScothWwd Files\Sec;ion 29\111506 Section 29 BAD - Siati Report DOC
P6401.103 3 882614.2
Staff Report
Adoption of City Council Resolutions in connection w/proposed formation of City of
Palm Desert Benefit Assessment District No. 1
Page 3 of 3
November 16, 2006
method of apportionment for calculating each parcel's proportional special benefits from the
maintenance services; (iv) the proposed assessments; (v) the proposed budget (costs and
expenses); and (vi) the roll containing the assessment for each parcel for fiscal year 2007-08.
The second resolution declares the City Council's intention to form the Maintenance District and
sets a public hearing on January 11, 2007. This resolution directs that a property owner
balloting procedure be conducted in connection with the proposed formation of the Maintenance
District. This resolution also approves procedures for the completion, return and tabulation of
assessment ballots, which are on file in the office of the City Clerk.
Submitted by: Approval:
Dave Yrigo e 7
Director of ;—development/Housing
Carlos L. OrteCity Manager
i'
.�✓%/I
'uI S. Gibson, Director of Finance
McCarthy
edevelopme
2ITY COUNCIL.ACTION:
APPROVED ✓ DENIED
OTHiEal CIS/4W
REC IVED
O
MEET IN DATE
AYES:
NOES:
ABSENT:
ABSTAIN:
VERIFIED BY: •* // y /
Original on File wCity Clerk's Office
G:\RDA\Aria ScottkWord FtIesiSection 291111606 Section 29 BAD - Staff Report.DOC
P6401.1033 882614.2
RESOLUTION NO. 06- 149
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PALM DESERT, CALIFORNIA INITIATING PROCEEDINGS
FOR THE FORMATION OF CITY OF PALM DESERT
BENEFIT ASSESSMENT DISTRICT NO. 1 AND THE LEVY
AND COLLECTION OF ANNUAL ASSESSMENTS RELATED
THERETO COMMENCING WITH FISCAL YEAR 2007-08 AND
ACCEPTING AND APPROVING AN ENGINEER'S REPORT
IN CONNECTION THEREWITH
Recitals:
WHEREAS, the City Council pursuant to the provisions of the Benefit
Assessment Act of 1982, Chapter 6.4 of the California Government Code, beginning
with Section 54703 (the "1982 Act") desires to form an assessment district to be
designated as the City of Palm Desert Benefit Assessment District No. 1 (the
"District") to pay for the cost and expenses associated with the ongoing administration,
operation, maintenance and servicing of an existing drainage basin and appurtenant
facilities constructed in a portion of Section 29, Township 4 South, Range 6 East SBM
in the City of Palm Desert, together with any future expansions, enlargements or
improvements thereto, which drainage basin and appurtenant facilities will be owned by
the City of Palm Desert and will serve certain of the properties to be developed in the
development known as the Section 29 Development and properties in the existing
development known as Monterey 170 (the "Drainage Basin"); and to levy and collect
annual assessments against nonexempt properties in the District commencing with
fiscal year 2007-08. The 1982 Act provides for the formation of such an assessment
district pursuant to Article 3, Section 54710 et. seg., of the 1982 Act and provides for
the levy and collection of assessments by the County on behalf of the City pursuant to
Article 4, Section 54715 et. seg. of the 1982 Act; and
WHEREAS, the City Council has retained MuniFinancial as the Engineer of Work
for the purpose of assisting with the formation of the District and the establishment of
annual assessments, and to prepare and file an Engineer's Report (the "Report") with
the City Clerk in accordance with the 1982 Act and the requirements of Article XIIID of
the California Constitution; and
WHEREAS, there has now been presented to this City Council the Report as
specified by Section 54716 of the 1982 Act and Article XIIID of the California
Constitution; and
WHEREAS, the City Council has carefully examined and reviewed the Report as
presented, and is preliminarily satisfied with each and all of the budget items and
documents as set forth therein, and is satisfied that the proposed assessments have
been spread in accordance with the special benefits received from the administration,
operation, maintenance and servicing to be performed within the District, as set forth in
said Report;
116401 / 1033/881232v7
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL OF THE CITY OF PALM DESERT AS FOLLOWS:
Section 1: The foregoing recitals are all true and correct and a substantive part of this
Resolution.
Section 2: The Report, as presented, consists of the following:
a. A description of the services proposed to be financed through the
annual levy and collection of the assessment within the District.
b. A description of each lot or parcel of property proposed to be subject
to the benefit assessment.
C. A method of apportionment that details the method of calculating each
parcel's proportional special benefits and annual assessment.
d. The proposed Budget (Costs and Expenses) and the duration and
collection of assessments.
e. The District Roll containing the levy for each Assessor's Parcel
Number within the District for fiscal year 2007-08.
Section 3: The Report is hereby accepted and approved on a preliminary basis, and
ordered to be filed in the office of the City Clerk and to remain open to
public inspection.
Section 4: The Maximum Assessment and Assessment Range Formula described in
the Report are hereby approved on a preliminary basis, and shall be
submitted to the property owners within the District for approval pursuant
to the provisions of the Article XIIID of the California Constitution.
Section 5: The proposed District services include the ongoing administration,
operation, maintenance and servicing of the Drainage Basin. Such
administration, operation, maintenance and servicing includes all
materials, equipment, labor and incidental expenses deemed necessary to
keep the Drainage Basin in satisfactory condition for the regulation and
control of storm water runoff resulting from current and proposed
development within the District, including, without limitation, inspection,
cleaning, documenting, repair, removal, replacement, rehabilitation and
servicing of facilities and equipment (including, but not limited to,
anchormats, drainage basins, inlets, outlets catch basins, manholes,
outlets, drywells, pumps, filters, storm drain pipes and associated off -site
improvements and facilities); grading of access perimeter roads, repair of
erosion of slopes to access roads, debris clearance, dust control through
the application of soil stabilization agents, weed abatement, and mosquito
and vector control.
P6401 / 1033/881232v7 2
Section 6: The proposed territory of the District consists of lots, parcels and
subdivisions of land in the City of Palm Desert within the subdivision
known as Monterey 170 and the proposed subdivision known as Section
29, which encompasses an area of land totaling approximately 538 acres.
The proposed territory of the District is shown on Exhibit A, attached
hereto.
PASSED, APPROVED, AND ADOPTED THIS 161h DAY OF NOVEMBER 2006.
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE ss.
CITY OF PALM DESERT
I, , City Clerk of the City of Palm Desert,
County of Riverside, State of California do hereby certify that the foregoing Resolution
No. was adopted by the City Council of said City of Palm Desert at a regular
meeting of said City Council held on the 16th day of November 2006 by the following
vote, to wit:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ABSTAIN: Councilmembers:
Jim Ferguson, Mayor
Attest:
Rachelle D. Klassen, City Clerk
P6401i1033i8R1232%,7 3
EXHIBIT A
Territory included in proposed City of Palm Desert Benefit Assessment District No. 1
The parcels within the proposed District at the time of adoption of this Resolution are
identified on the Riverside County Assessor's Secured Roll (as of June 2006) and the
Assessor's Parcel Map as:
Book 653, Pages 25, 26, 81, 82, 85, and 86;
Book 653, Page 25, Parcels 012, 032, 034, 036, 038, 039, 042 through 046, 050, 051, 053
through 058, 060, and 073; and
Book 653, all Parcels on Pages 26, 81, 82, 85, and 86.
P6401 / 1033i881232v7
RESOLUTION NO. 06150
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF PALM DESERT, CALIFORNIA DECLARING ITS
INTENTION TO FORM THE CITY OF PALM DESERT
BENEFIT ASSESSMENT DISTRICT NO. 1, TO LEVY AND
COLLECT ANNUAL ASSESSMENTS WITHIN SUCH
DISTRICT COMMENCING IN FISCAL YEAR 2007-08, TO
CONDUCT A PROPERTY OWNER BALLOTING ON THE
MATTER OF THE PROPOSED ASSESSMENTS
CONNECTED THEREWITH AND TO APPOINT A TIME
AND PLACE FOR THE PUBLIC HEARING ON THESE
MATTERS
Recitals:
WHEREAS, the City Council pursuant to the provisions of the Benefit
Assessment Act of 1982, Chapter 6.4 of the California Government Code,
beginning with Section 54703 (the "1982 Act") did, by previous resolution, initiate
proceedings for the formation of an assessment district designated as the "City
of Palm Desert Benefit Assessment District No. 1" (the "District") and the levy
and collection of annual assessments against nonexempt properties in the
District commencing with fiscal year 2007-08 to pay for the cost and expenses
associated with the ongoing administration, operation, maintenance and
servicing of an existing drainage basin and appurtenant facilities constructed in a
portion of Section 29, Township 4 South, Range 6 East SBM in the City of Palm
Desert, together with any future expansions, enlargements or improvements
thereto, which drainage basin and appurtenant facilities will be owned by the City
of Palm Desert and will serve certain of the properties to be developed in the
development known as the Section 29 Development and properties in the
existing development known as Monterey 170 (the "Drainage Basin"); and
WHEREAS, MuniFinancial, the Engineer of Work selected by the City
Council has prepared and filed with the City Clerk a report in connection with the
proposed District, and the levy of assessments against properties in the District
commencing with fiscal year 2007-08 (commencing July 1, 2007 and ending
June 30, 2008) in accordance with Article XIIID of the California Constitution and
Chapter 1, Article 4 of the 1982 Act (the Report"), and the City Council did, by
previous resolution, preliminarily approve such Report;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED
BY THE CITY COUNCIL OF THE CITY OF PALM DESERT AS FOLLOWS:
P6401 / 1033/881228v6
Section 1: The foregoing recitals are true and correct and a substantive part of
this Resolution.
Section 2: The City Council finds that the public interest, necessity and
convenience require, and hereby declares its intention pursuant to
the 1982 Act to form the District and to levy and collect annual
special benefit assessments against properties within the District to
pay for the costs and expenses associated with the ongoing
administration, operation, maintenance, and servicing of the
Drainage Basin.
Section 3: The proposed District services include the ongoing administration,
operation, maintenance and servicing of the Drainage Basin. Such
administration, operation, maintenance and servicing includes all
materials, equipment, labor and incidental expenses deemed
necessary to keep the Drainage Basin in satisfactory condition for
the regulation and control of storm water runoff resulting from
current and proposed development within the District, including,
without limitation, inspection, cleaning, documenting, repair,
removal, replacement, rehabilitation and servicing of facilities and
equipment (including, but not limited to, anchormats, drainage
basins, inlets, outlets catch basins, manholes, outlets, drywells,
pumps, filters, storm drain pipes and associated off -site
improvements and facilities); grading of access perimeter roads,
repair of erosion of slopes to access roads, debris clearance, dust
control through the application of soil stabilization agents, weed
abatement, and mosquito and vector control (the "Services"). The
Report, as preliminarily approved by previous resolution, provides a
full and complete description of the proposed Services within the
District and reference is hereby made to the Report for a full and
complete description of the Services.
Section 4: The proposed territory of the District consists of lots, parcels and
subdivisions of land in the City of Palm Desert within the
subdivision known as Monterey 170 and the proposed subdivision
known as Section 29, which encompasses an area of land totaling
approximately 538 acres. The proposed territory of the District is
shown on Exhibit A, attached hereto. Reference is also made to the
Report for a description of the proposed territory of the District.
Section 5: An assessment ballot proceeding is hereby called on the matter of
authorizing the levy of the annual assessments against the
properties within the District pursuant to Article XIIID of the
California Constitution.
The assessment ballot proceeding for the District on the matter of
P6401 / 1033/8812280 2
authorizing the levy of the annual assessments, shall consist of an
assessment ballot for each parcel within the District, together with a
notice, distributed by mail, to each record owner within the
proposed District.
Assessment ballots may be returned by mail or in person to the City
Clerk not later than the conclusion of the public input portion of the
public hearing on the matter.
Section 6: NOTICE IS HEREBY GIVEN that the City Council appoints January
11, 2007, at 4:00 p.m., in the City Council Chambers, 73-510 Fred
Waring Drive, Palm Desert, California as the time, date and place
for a public hearing on the Report and the imposition of the
proposed assessments described herein (the "Public Hearing"). At
the conclusion of the public input portion of the Public Hearing, the
City Clerk, or an impartial person designated by the City Clerk, shall
tabulate the assessment ballots to determine if a majority protest
exists. A majority protest shall exist if assessment ballots submitted
in opposition to the assessment exceed the ballots submitted in
favor of the proposed assessment, with each ballot weighted by the
amount of the proportional financial obligation of the parcel covered
by the ballot. At the Public Hearing, all interested persons shall be
permitted to present written and/or oral testimony.
Section 7: The proposed assessments for the District are provided in the Report.
The Report details the proposed assessments necessary to provide
for the Service described in Section 3 of this Resolution.
Section 8: In accordance with Section 53753 of the California Government
Code and Article XIIID, Section 4 of the California Constitution, the
City Clerk is hereby authorized and directed to give notice of the
time, date and place of the Public Hearing described in Section 6
hereof by causing a notice of the Public Hearing and an
assessment ballot to be mailed by first class mail to the record
owners of the parcels in the proposed District not less than 45 days
before the date of the Public Hearing.
Section 9: The City Council hereby approves the Procedures for the
Completion, Return and Tabulation of Assessment Ballots
presented to the City Council at this meeting and now on file in the
office of the City Clerk and open to public inspection.
Section 10: The City Council hereby designates ,
, to answer inquiries regarding the proposed
District and assessments.
116401i1033%881228v6
PASSED, APPROVED, AND ADOPTED THIS 161h DAY OF NOVEMBER 2006.
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE ss.
CITY OF PALM DESERT
I, , City Clerk of the City of Palm
Desert, County of Riverside, State of California do hereby certify that the foregoing
Resolution No. was adopted by the City Council of said City of Palm
Desert at a regular meeting of said City Council held on the 16m day of November
2006 by the following vote, to wit:
AYES: Councilmembers:
NOES: Councilmembers:
ABSENT: Councilmembers:
ABSTAIN: Councilmembers:
Jim Ferguson, Mayor
Attest:
Rachelle D. Klassen, City Clerk
P6401i1033/881228v6 4
EXHIBIT A
Territory included in proposed City of Palm Desert Benefit Assessment District No.
1
The parcels within the proposed District at the time of adoption of this Resolution
are identified on the Riverside County Assessor's Secured Roll (as of June 2006)
and the Assessor's Parcel Map as:
Book 653, Pages 25, 26, 81, 82, 85, and 86;
Book 653, Page 25, Parcels 012, 032, 034, 036, 038, 039, 042 through 046, 050,
051, 053 through 058, 060, and 073; and
Book 653, all Parcels on Pages 26, 81, 82, 85, and 86.
P6401 i 1033/RR 122sv6
CITY OF PALM DESERT
E;NGINI?I�R'S REPOR'1' I��OR THE FOR�L��"1'ION O��
BC'�1�FIT :1SS�,SS�II:NT DIS"1RICI' NO. 1
Parcel 11ap No. 24255 (�4onterey 170) /�lssessment District 200-�-02 (Secdon 29)
FISC:IL Y�, �R 2007/2008
CITY OF PALM DESERT
BENEFIT ASSESSMENT DISTRICT NO. 1
Parcel Map No. 24255 (Monterey 170) / Assessment District 2004-02 (Section 29)
Intent Meeting: November 16, 2006
Public Hearing: Januaty 11, 2007
�� `y ,
I��'��'" • �
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Temecula, CA 92590
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ENGINEER'S REPORT AFFIDAVIT
Formation of the City of Palm Desert
Benefit Assessment District No. 1
Parcel Map No. 24255 (Monterey 170) / Assessment District 2004-02 (Section 29)
and establishment of Annual Assessments for said District
1'he llistrict includes parcels of land within the subdi�•isions known as I'arcel 1�1ap No. 2-�255
(;�fonterey 170) / 1lssessment District 2004-02 (Secrion 29)
City of Palm Desert,
County of Riverside, State of California
'1'his Report, which includes the enclosed budget, assessments, descriptions and ciiagrams,
�utlines the proposed formation of Benefit .-issessment District No. 1, Parcel l�fap No. 2-�2�5
(l�fon[erey� 170� /.�ssessment District 2004-02 (Section 29). The proposed lllstrict includes lots,
parcels, and subdi�•isions of land �vithin the subdivisions known as Parcel 11ap No. 2�2�5
(llontere}� 170� /.�ssessment District 2004-02 (Secuon 29�, as the same existed at the time of
the passage of the Resolution of Intention. Reference is hereby made to the Ri��erside COUIlI��
�lssessor's maps for a detailed descripuon of the lines and dimensions of parcels �vithin the
District. 'The undersigned respectfully submits the enclosed Keport as ciirected b}' the Cih�
Council.
Datcd this dav of , 200G.
�1uniFinancial
:,ssessment I:ngineer
On Iichalf of the City of Palm Desert
B�•:
Richard Kopecky
R. C. C. # 1 G7�2
TABLE OF CONTENTS
INTROD U C'T I ON ......................................................................................................1
PART I- PLANS AND SPECIFICATIONS ............................................................ 4
11. Benefiting 1'roperties �vithin the District ..........................................................4
B. Funding authorized by thc 1982 �-�ct .................................................................. �
(:. Description of Impro�rements and Services ....................................................�
PART II - METHOD OF APPORTIONMENT ..................................................... 5
��. Gencral ............................................................................................................................6
B. Benefit ,-�naly sis ........................................................................................................... G
C. �lssessment l�lethodology ........................................................................................7
D. �lssessment Range Formula ...................................................................................8
PARTIII - DISTRIC'I' BUDGET ...........................................................................11
PARTIV - DISTRICT DIAGRAMS ........................................................................12
PARTV - ASSESSMENT ROLL .............................................................................14
F,n�ineer's Report
(:itt� of I'alm llesert
$enefit �lssessment District I�o. 1
INTRODUCTION
Pursuant to the provisions of the Benefit fl,re�e��sment .-1it of 1982, bein,q C,hcrpter (.-� ol t/�e Culiforniu
C;overnment C;ode, c•ommenez�r� witl� Section i=1703 (hereafter referred to as the "1982 :1ct"), and in
compliance with the substanuve and procedural reyuirements of the Culifnrrria .S�lute Con��titutron
.-9rtic•le XIIlll (hereafter referred to as the "California Consdturion"), the City Council of the City
c�f Palm llcsert, County of 1Ziverside, State of California (hereafter refcrred to as "City"),
proposes to form and lec� special benefit assessments for the district designated as:
City of Palm Desert
Benefit Assessment District No. 1
(hereafter referred to as "llistrict"), which includes lots and parcels of land ��ithin the
subdi�-isions known as :�tonterey 170 and the proposed subdivision known as Section 29, within
the C:iry limits of Palm Desert. "1'he arcas to be included in the District are also knovvn as 1'arcel
�iap No. 2�2�� (Alonterey 170) /.�ssessment District 2004-02 (Section 29). "I'his Engineer's
Report (hereafter reEerred to as "Report") has been prepared in connection �ti�ith the formation
of said District and the le��� and collection of annual assessments rclated thereto commencing in
tlscal ��ear 2007/2008, as required pursuant to �rticle 4, Secaon �471G of the 1982 .�ct.
The City Council proposes to form the District, and le�-�� and collect annual assessments on the
County tax rolls to pro��ide ongoing funding for the costs and expenses required to sen-ice and
maintain the existing drainage basin improrements, facilities and expansions thereto associated
�vith properties in the I�istrict that are currend}� de�•eloped, and those properties that are to be
developed �vithin the District (the "sen•ices"). "1'he sen-ices to be pro�•ided by the I�istrict and
the assessments described herein are made pursuant to the 1982 �1ct and the substanti��e and
procedural provisions of thc California Constitution.
'1'his Report describes the District, the services, and the proposed assessments to be levied
a�ainst properues in connection �vith the special benefits that the properties will recei��e from the
maintenance and servicing of the District impr<n�ements and facilities commencing in tiscal }•ear
2007/2008. "1'he formation of this District and the assessments described herein �vill provide a
funding source (annual assessments) for the continued operation, maintenance and ser�•icing of
the drainage basin, including cYpansions thereto.
'I'he ser�•ices and asscssments descrii�ed in this Report are based on the current and planned
devel�pment of properties w-ithin the llistrict and represent an estimate c�f the direct
expenditures, incidental expenses, and fund balances that �vill be necessary to operate, maintain
and sen-ice the drainage basin that provides special benefits ta properties within chc District.
"1'he structure of the District (organization), the proposed services, the method of
apj�ortionment, and assessments described herein are bascd on the current and proposed
de�•elopment �vithin the I�istrict; and by reference the plans and specificarions for the drainage
basin and expansion thereto are made part of this Report.
Munzl�i�tuncin! Prr,ge 1
I�.ngineer's ltepc�rt
Cin� of Palm Desert
Bcncfit :�ssessment District I�o. 1
1'he word "parcel," for the purposes of this Report, refers to an indi�-idual propern� assigned its
own :lssessor's Parcel Number (11PN) by� the Riverside County .�ssessor's Office. The Ki�•erside
(:ounty :�uditor-Controller uses :lssessor's Parcel i�lumbers and specific Fund :�?umbers to
identify propertics to be assessed on the tax roll for the special benefit assessments.
:1s part of this llistrict formation, the Ciry of 1'alm Desert shall conduct a 1'roperh� C)wner
Protest Ballot proceeding for the proposed lcvy of a ncw assessment pursuant to the provisions
of the Culifornia Cone-titutina, .�3rticle XIIID S�ection 4. In conjunerion �vith this ballot proceeding,
the Cih� Council �vill conduct a noriced public hearin� to consider public testimonies, comments
and written protests regarding the formation of thc District and le�y of assessments. :�t the
public hearing, property owner protest ballots received �vill be opened and tabulated to
determine whether a majority protest exists (ballots shall be weighted bascd on assessment
amounts), and by resolution the City (;ouncil �vill confirm the results of the ballot tabulation. If a
majorit�� protest exists, proceedings for thc levy of District assessments shall be abandoned. If
tabulation of the ballots indicatcs that a majority protest does not exist for the proposed
assessments and the assessment range formula presented and described herein, the City Council
ma}' appro�-e the Report (as submitted or amended), order the formation of the District, and
appro�•e the lev�� and collection of assessments. In such case, the assessments for fiscal ��ear
2007/2008 shall be submitted to the Kii•erside County �luciitor-Controller for inclusion on the
propern� tax roll for each parccl.
t�.ach subsequent fiscal year, a Report shall be prepared and presented to the C;ity Council
describing any changes to the proposed services, the annual budget and assessments for that
fiscal ��ear, and the City Council shall hold a noticed public hearing regarding these matters prior
tca approving and ordering the proposed le�ry of assessments. If the proposed assessments for
the District exceed the maximum assessment described herein (as approved by the propern'
owners), the new or increascd asscssment must bc confirmed through another propert}� owncr
protest ballot procecding before such an assessmcnt may bc imposed. It should be noted that an
increased assessment to an indi�ridual properry resulung from changes in development or land
use does not constitute an increased assessment.
This Report consists of fivc (�) parts:
Part I
Plans and Specifications: .1 description of the District boundaries and the proposed
improvements associated with the District.
Part II
The Method of Atitiortionment: � discussion of benefits the services provide to properties
within the District and the method of calcularing each property's proportional special benefit
and annual assessment. "I'his secuon also idcnutles and outlines an ,-�ssessment Range Formula
that pro�-ides for an annual adjustment to the �t�faximum .-�ssessment Rate that establishes limits
on future assessments, but also provides for reasonable cc�st adjustments duc to inflation
without the added eYpcnse �f additional propern� owner protest ballot proceedings.
MuniFi,ran�rn! Page 2
1?n�inccr's Rcport
Cih� of Palin Dcscrt
Benefit ��ssessment District No. 1
Part III
The District BudQet: An estimate of the annual costs to operate, maintain and service the
drainage basin improvements and facilities installed and constructed to support current and
proposed de��elopment within the llistrict. This budget includes an estimate of anticipated direct
maintenance costs and incidental expenses including, but not limited to administration expenses
and the collection of appropriate fund balances to establish an initial ;�faximum :�ssessment Rate
to be appro�-ed by the property owners of record. "1'he special benefit assessments are based on
the o��erall operauon, maintenance and sen�icing costs minus any costs that are considered
�eneral benefit or not assessed as special benefit. "I'he proposed assessments for the first fiscal
��ear (2U07/2008), and each subsequent year shall be based on the estimated net annual cost of
operating, maintaining and servicing the llistrict improvements for that fiscal }•ear. "I'he
proposed �4aximum .�ssessments Rate (Rates per Lquivalent Benefit L'nit) idcntified in thc
budget of this Report establishes the iniaal 1�'Iaximum :lssessment Rate for the District in tiscal
}�ear 2007/2008 and shall be adjusted annuall}' by the �lssessment Range Formula descriUcd in
the method of apportionment.
Part IV
Distriet Dia�ram: A Diagram sho�c�ing the exterior boundaries of the District is provided in
this Report and includes all parcels that �vill rcceive special benefits from the services. Parcel
idenutication, the lines and dimensions of each lot, parcel and subcii��ision of land �vithin the
District, are inclusive of all parcels as shown on the Ri��erside County �lssessor's Parcel �faps as
the�� existed at the time of thc passage of the Resolution of Intenrion, and shall include all
subsequent subdi��isions, lot line adjustments or parcel changes therein. Reference is hereb�
madc to thc Ri��ersidc Count�• Assessor's maps for a detailed descripuon of the lincs and
dimensions of each lot and �arccl of land �vithin the District.
Part V
Assessment Roll: �� listing of the pr�posed assessmcnt amount to be presentcd to thc propern�
o�vners of record in the protest ballot proceedin�s required pursuant to the provisions c>f the
California Consutuuon. The proposed assessment amount for each parcel is based c>n the
parcel's proporuonal special benefit as outlined in the method of apportionment and the
proposed initial 1�Iaximum �lssessment Rates.
MuniF'i�,amr�r! Pnge 3
I�.ngineer's Itcport
Cin' of Palm Desert
Bencfit ��ssessment District No. 1
PART I- PLANS AND SPECIFICATIONS
A. Benefiting Properties within the District
"i'he territory within the District consists of all lots, parcels and subdivisions of land
�vithin the subdi��ision known as ;��lonterey 170 and the proposed subdivision known as
Secuon 29, which encompasses an area of land totaling approxunately four hundred sixty
acres (=1G0 acres).
'1'he subdivisions are generally located:
• ivorth of (rerald Ford;
• Southwest of Interstate 10;
• �l'est of the Portola :lvenue; and,
• L:ast of �lonterey :lvenuc.
"I'he �arcels �vithin the District at the time of the Resolution of Intention are identified
on the Riverside County .lssessor's 5ecured Roll (as of June 2006) and the �lssessor's
I'arcel i�Iap as:
Book G53, Pages 25, 2C, 81, 82, 85 and 86;
Book 6�3,1'age 2�, Parccls 012, 032, 034, 036, 038, 039, 0�2 through O�G, 0�0, 0�1, 0�3,
0��, 0��, 057, 0�8, OGO and 073;
Book G�3, all Parcels on 1'age 2G except Parcels 021 and 029; and
Fiook 6�3, all Parccls on Pages 81, 82, 85 and 8G.
B. Funding authorized by the 1982 Act
�s generally deFined bv the Benefit 1-�ssessment l�ct of 1982 and applicable to this District,
the City may impose a benefit assessment to finance the maintenance, o�eration and
sen�icing costs associated with the drainage basin described below.
C. Description of Services
'1'he purpose of this District is to fund the acri�rities necessar�� to operate, maintaui and
ser��ice the cirainage basin constructed in a poruon of Secrion 29,Township -} South, Ran�;e
G East SBi�f and to be enlarged in connection with current and new development of
properties. "I'he maintenance, operadon and senicing of these improvements ma}� include
but are not limited to all materials, equipment, labor, and incidental expenscs deemed
necessar}� to keep the drainage basin in satisfactory conciition. The maintenance of the
unpro��ements and related acri��ries shall be funded entirely through the District
assessments. "1'he I�istrict ser��ices are generally described as:
Mr�niFrna��cra! �'uge �
1 �,ngineer's Report
Citt• of Palm L�escrt
Benefit Assessment llistrict No. 1
• I�raina�e basin maintenance that may include but is not limited to inspection, repair,
remo��al and replacement, and sen�icing of drainage basins, inlets, catch basins,
manholes, oudets, dry-wclls, pumps, filters and storm drain pipes installed in
connection with the de��elopment of benefiting properties as well as any off-site
improvements and facilities directly associated with the aforementioned
infrastructure that is deemed necessary to service or protect the properries;
•:1ll appurtenant, equipment, materials and service contracts related to the <�peration,
maintenance and servicing of the aforementioned improvements and facilities;
Detailed maps and descripaons of the locadon and extent of the specific improvements to
be maintained by the llistrict are on file in the C)ffice of Public ��'orks and b�� reference are
made part of this Report. Z�e annual cost to provide the ser��ces determined to be of
special benefit shall be allocated to each propern' in proportion to the special benefits
received Erom those various ser��ices.
Drainage Basin Maintenance
'I'he drainage basin maintenance ma}' include, but is not limited to: graciing of acccss
�erimeter roads, repair of erosion of slopes to access roads, debris clearance, anchormat
repairs, dust control through the application of soil stabilization agents, weed abatement,
mosyuito and ��ector control, storm drain inlets and oudets, pumps, filters and pipes. 'I'he
annual assessments for this District are intended to support the drainage basin and the
muntenance program that �vill adequately regulate and control storm �vater runoff resulan�;
from current and proposed development �vithin the District. This maintenance program
may include but is not limited to: inspection and documentation of the s��stem; cleanin�;,
sen-icing or repair of the facilities and eyuipmenr, and the partial removal, replacement or
rehabilitarion of equipment and facilities. The drainage basin will co��er an 1CC1 of
approxin�ltely -1 acres. "11ie Public �Vorks Department shall authorize and schedule all
operational acdvities and maintenance of the drainage basin.
:� portion of the sen-ices described above might not be performed on an annual basis but
rather as a result of an extraordinary� event, such as replacement of the anchormats and other
major facility repairs, and the funds necessary for these activities are collected as part of the
annual assessments. The monies collected each year for these extraordinary sen�ices sl�all be
accumulated in a special hind of the District (Reserve Fund). The monies accumulated for
these activities shall be spent as needed to perform the ser��ices deemed necessan' by the
(:ity. 'I�his process of pro�riding a reserve shall continue until such time the District is
dissolved; or the City determines that such funciing procedures require moditication.
(;hanges in the process of providing a reserve that would result in an increase tc� the annual
assessment rate must be presented to the properry c�wners for approval pri�r to imposing
such an incrcase.
PART II - METHOD OF APPORTIONMENT
Mttntl���rancial Pnqe �
E.nginccr's Report
Cin� of Palm llcsert
Benefit �lssessmcnt District IVo. 1
A. General
The 1982 Act permits the establishment of assessment ciistricts by agencies for the purpose
of pro�riding for the maintenance, operation and servicing of drainage and tlood control
improvements as well as streets, roads and appurtenant facilities. The 1982 :1ct funher
requires that the cost of these impro��ements be levied according to benefit rather than
assessed value:
`7'fie amor�rrt o, f the a.r.re.r.rment irripo.ied on uny j�ar�el of properly .r/�all Ge related to t/�e be�refit
tn t{�e pare•el whic`i wil! Ge derrved finm t/�e provision of the .rervic•e ".
Furthermore:
"1 he annrral ag�regate amorrnt of tbe a.r.re,r.rment shall not ex•ceed the eftimated annr�ul ��o.ct o/�
j�rovidin� t/�e e�ervi�•e, except tha! !he leqislutive Gndy may, by resolrrtion, determine thut the
estimated co.rt o/� work authoritied ... is greater thun cun Ge convenie�7tly rai.red from a�in,�le
unnrru! a.r.ressment und order t{�at t{�e e�timated co.rt .chu!! be rui.red Gy an a.r�e.r,rment levied and
��!lecled in insiullmeni.r.... Tl�e revenrre �lerived from the ae���e�.rment ��hall �rot Ge u.red to�a}� tl�e
�ost of arry .rerrlic•e other than the seruice for wfiicl� tbe u.rse.rsment wa.r leviecl.
1'he method of apportionment described in this Report for allocation of special benefit
assessments urilizes commonly accepted engineering practices and is in compliance with the
pro��isions of the 1982 rlct and the California Constitution. '11ze formulas used for
calculating assessments reflects the composirion of parcels within the I�istrict and the
improvements and ser�7ces provided, to fairly apportion the costs based on the special
benefits to each parcel.
B. Benefit Analysis
T:ach of the proposed services, and the associated costs and assessments have been carehill�•
re�-iewed, idenrified and allocated based on special benefit pursuant to the pro�risions of the
1982 :1ct and the California Consdtution. The drainage basin unprovements associated w-ith
this District are nccessary and essenrial requirements for e�usting dc�-elopment, and the
orderl� development of future properues within the llistrict to their full potenrial, consistcnt
�vith the conditions for de�-elopment of the properties, protection of downstream properties
which would be negati��el�� affected by increased storm runoff from the de��eloped
properries without the basin, and the applicable portions of the City General I'lan. :1s such,
the ongoing operation, servicing and maintenance of those improcements �vould other��ise
be the direct financial obligation of each inciividual property owner. Since the existing
parcels and proposed new development to be assessed are ciirectly� served by the drainage
basin, each parcel has a ciirect inc estment in the proper maintenance of the �•ari�us
improvements that is over and above any general benefits that ma}' be c�nferred b}� such
improvements and scrvices.
The c�nstrucrion and installauon of these improvements are only necessary for the
properties �vithin the llistrict. .�s such, these improvements were not reyuired nor
necessaril�� desired b}' anj� properties or developments outside the llistrict boundary and any
public access or use of the improvements b}' others is incidental. Therefore, it has been
deterniined that the ongoing maintenance, sen-icing and ��peration of the llistrict
improvements pro�ride no measurable general benefit to properties outside the District or to
Mttnft-'inr�n�ia! Pnge G
I �,nginecr's Kcport
Citc� of Palm l�cscrt
13enefit ;lssessmcnt District :�o. 1
the public at large, but clearl�� provide distinct and special benefits to properties within thc
District.
C. Assessment Methodology
�111 costs associated with the services shall be fairly distributed amon� the parcels based upon
the special benefit received b�� each parcel. cidditionally, in compliance with the <;alifornia
Constitution �lrticle XIIID Section -1, each parcel's assessment may not exceed the
reasonable cost of the proportional special benefit conferred to that parcel. The beciefit
formula used to deternzinc the assessment obligadon is therefore based upon both the
serviees that benefit the parcels �vithin the District as well as the gross acreage of each
property as compared to other parcels that benefit from those ser��ices.
"1'he method of apportionment established for this District and described herein, reflects the
proportional special benefit each propert� receives from the ser�-ices based on the gross
acreage of that parcel as compared to the total gross acreage of all j�roperries �vithin the
District except those that retain runoff on-site: and do not receire any special benefit from
those ser��ices.
Equivalent Benefit Units
In order to assess benefits eyuitably it is necessary to relate each propert}•'s proporrional
special benefits to the special benefits of all other properties within the I�istrict. "l�e method
of apportionment established for this district, formed under the 1982 Benefit l�ct, �vill utilize
a weighted method of apportionment kno�vn as an Equivalent Bcncfit l.�nit (liIiL,
methodology. 'I'his proportional weighting ma�• be based on se�•eral factors that ma�� iiiclude,
but are not limited to: the type of development (land use), de��elopment-status (de�•elopecl
�-ersus undeveloped), size of the propert}�, location of the propern', devclopment plans �r
restricdons, vehicular trip generarion, stxeet frontage, dcnsiries or other propert�• related
fzctors. Generally for most districts the calcularion oE each parcel's proportional special
beneEit can be reasonably detemuned b}' apph�ing one or morc of these factors.
Since the drainage basin �vill be constructed to retain runoff from the properties within the
District and the cost of in�uitenance is direcdti• related to the si�e of the basin, each parcel's
proportional special benefit has been based on the parcel's gross acreage as compared to the
total �,rross acreage of all other parceis within the District except those that retain runoff �n-
site and do not receive any special benefit from those serc�ices. Generall5�, storm �vater runoff
occurs from the entire parcel before and after de�elopment. '1'hus the gross size of a parcel
�rior to development pro�rides a relarive comparison to the amount of runoff the parcel �vill
contribute to the dr;una�e basin and thus the cost of maintenance. Therefore, it has been
determined that fc�r this I�istrict, each parcel's proportional benefit (Equi�•alent Benefit
l;tuts) shall be equal to the parcel's gross acrea�;e before de�•elopment (rounded to nvo
decimal places).
Munf riirancin! Pnqe '
I?ngincer's Report
Cit�� of I'alm llesert
Bcnefit :\ssessment llistrict No. 1
Exempt Parcels — This land usc identifies propertics that are not assessed and arc
assigned 0.00 �,B[;. This land use classification ma}� include but is not limited to:
• Lots or parcels identified as public streets and other roadways (tVpically not assi�ned
an �1PN by the County) which are otherwise included in the gross acreage of the
parcel prior to det-elopment;
• Deciicated public easements incluciing open space areas, utility rights-of-wa��,
greenbelts, parlclvays, parks or other publicly owned properties that arc part of thc
District improvements or may pro�•ide other benefits to private praperties �vithin thc
District;
• 1'rivate properries that cannot be developed independendy from an adjacent
property, such as common areas, sliver parcels or bifurcated lots or properties �vith
�rerj� restricti��e development use but are included in the gross acreage prior to
development;
• Parcels owned by the scho�l district, (:oachella Valleti� 1�'ater District and private
developers that w�ill not be assessed as part of this benefit assessment district, since
the runoff generated by these propertics shall be captured and retained c>nsite
through the construction and grading of the sites.
These types of parcels are considered to receive little or no benetit from the
improvements and are thercfore eYempted from assessment, but shall bc reviewed
annually by the assessment engineer to confirm the parccls' current de<<elopment status.
Goi-ernment owned pr�pertics or public properties are not necessarily excmpt properucs
and shall be subject to special benefit assessment unless it qualifies for an exempt status.
I'he follo�ving Eormula is used to calculate each parcel's L:B[; (proportional benefit).
Total Budget / Total EBU (Gross Acres)= Assessment Rate per EBU
(Parcel's Acreage / Total Net Acreage) x Total EBU = Parcel's EBU
Assessment Rate per EBU x Parcel's EBU = Parcel Levy Amount
f�or all subsequent parcel subdirisions that result in a final map of buildable residential
lats, the number of F.IiC's assigned to such lots shall be calculated by� taking the EBU
initiall}� calculated for the original Parcel (identified at the time of this Report) and
apportioning the original assigned EI3Us equally to the ncw buildabte residenual lot(s)
or by equi��alent gross acreage for non-residenual lots crcated by a subdivision map. The
corresponding assessment shall be levied against the applicable corresponding ,�ssessor's
Parcel Numbcr(s).
D. Assessment Range Formula
:�ny new or incrcased assessment requires certain noticing and meeting reyuirements by law.
I'rior to the passa�;e of 1'roposirion 218 (Califomia Constitution �lrticles XIIIC and XIIID),
legislaure chan�es in the Bro�vn 11ct defined a"new or increased assessment" to exclude
cert�lin conciitions. 'I'hese conciitions included "anv assessmenr that does not exceed an
Mz�niFrn�r�u7a! P�ge 8
Lngineer's Report
Cin• of Palm llesert
Benefit :lssessment District No. 1
assessment formula or range �f assessments pre�riousl5• adopted by the agency or approved
by the voters in the area where the assessment is imposed." "I'his definidon and conciitions
�vere later confirmed through Senate Bill 919 (I'roposiuon 218 implemenring legislarion).
The purpose of establishing an 1-�ssessment Kange Formula is to pro�Zde for reasonable
increases and inflationary adjustment to annual assessments without reyuiring cosdy noricin�
and mailing procedures, �vhich could add to the District costs and assessments. .�s part of
the District formadon, the norice and assessment ballots presented to the property owners
for approval, includes a maximum assessment amount for fiscal year 2007/2008 (inirial
maximum assessment), identification of the corresponding l�iaximum .'�ssessment 1Zate and
a suininaty of thc Assessment Rangc Formula dcscribed herein.
'1'hc 1lssessment Range I�ormula for this District shall bc applied to all future assessments
and is generally defined:
• If the proposed annual assessment (le�ry per EBL� for the upcoming fiscal year is less
than or equal to the adjusted l�faximum �lssessment Rate, then the proposed annual
assessment is not considered an increased assessment.
• The I�-faximum .�ssessment Rate is equal ro the (Inidal) l�faximum �issessment Ratc
established for fiscal year 20U7/2008 adjusted annually by the greater of three percent
(3°io) or, the annual percentage change in the Consumer Price Index (CPI) �f ".-�11
L''rban Consumers" for the Los �ingeles-Orange-Ri��erside �rea.
I3eginning in the second fiscal year (fiscal year 2IX)8/2009) and each fiscal year thereafter, the
1�laximum �lssessment Rate will be recalculated and a new lfaximum 1lssessment Rate
established for the fiscal �•ear urilizing the ,�ssessment Range f�ormula described abo�-e. "I'he
adjusted :�laximum rlssessment Rate shall be calculated independent of the District's anrnial
budget and proposed assessment. The annual percentage change in CPI shall be based c�n
a��ailable data pr�vided b�• the U.S. Depar[tnent of 1.abor; Fiureau of Labor Staustics at thc
time the annual Report is prepared. Should the Iiureau of Labor Statisrics revise such
index or discontinue the preparation of such indes, the City shall use the re�ised index or
comparable system as appro��ed b�� the City Council for determining fluctuations in the
cosc of living.
11ny proposed annual assessment (rate per EI3L� less than or equal to the calculated
(adjusted) I�iaximum l�ssessment Rate is not considered an increased assessment, even if the
proposed assessment is grcater than the assessment applicd in the prior fiscal }�ear.
"1'o impose a new or increased assessment other than the annual inflationary adjustment
pro��ded by the preceding .�lssessment Range Formula, the City must compl}' �vith the
pro�risions of the California Consritudon :�rticle XIIID Section 4c, that reyuires a public
hearing and certain protest procedures incluciing mailed notice of the puUlic hearing and
property owner protest ballodng. 1'roperty owners, throu�h thc balloting process, must
approve a proposed ne�v or increased assessment before such an assessment ma}' be
imp�sed.
,-1s part of the District formarion, property owners shall be balloted for a special benefit
assessment necessary for the annual operation and rr��intenance of the District
unprovements. "This Report cstablishes an assessment amount for each of thc cxisrin�
properties within the District and this amount is used to detemune if majorin' protest exists
in the ballot tabulation. These asscssments are based on the initial 1�laximum �lssessment
MrrnzF'inam7�rl P�rge 9
f �.nginecr's ltcport
Cin� of Palrn Desert
Bencfit :lsscssmcnt I�istrict �io. 1
1L1te and method of apportionment describcd in this Report. The notice and ballot
presented to the property o�vners identitles the initial :�faximum .�ssessmcnt Rate and the
:lsscssment Itange rormula dcscribed aboc-e. In tabulating the ballots, the ballots will bc
�veighted accorciing to each parcel's le�y amount, which is based on the uutial I�Iaximum
Assessment Rate.
Mttntt'!/1[t/IG'1[lI Pnqe 10
1:nginccr's Rcport
Cih• of 1'ahn Dcscrt
BeneFt �ssessment llistrict No. 1
PART III - DISTRICT BUDGET
BENEFIT ASSESSMENT DISTRICT BUDGET
DIRECT COSTS
Labor and �fainrenancc
�Iaterials
C; tilitics
ADMINISTRATION
(:in- :ldministration ( )vcnc�ad
Professional fees for .\dminisrrarion
Count�• .ldministrarion Fee
RESERVE FLTND (10% of Direct Cost)
BALANCE TO LEVY
Parcels Levicd
'1'otal �:Bl;s ( Gross _-lcres)
LEVY PER EBU
TOTAL
$ ��,500.OU
7?,OU0.00
1,�(�.00
11,2O0.00
�,001)AO
1,(N)0.00
15, I OO.UO
183,300.00
2G1
�3GOA0
$ 398.48
MuniFinnnrra! Prrqr 11
I:nginccr's Rcport
Cin� of Palm llescrt
Iienefit :\ssessment llistrict No. 1
PART IV - DISTRICT DIAGRAMS
'I'he parcels �vithin Benefit �lssessment llistrict No. 1, Parcel I�1ap Nc�. 24255 (1�Iontere�� 17O) /
:lssessment District 200�-02 (Secrion 29) consist of lc�ts, parcels and subciii•isions oFland located in
the planned residential de��elopment known as Section 29 and :�ionterey 170. 'I'he District co��ers
a�pro�imately� four hundred sixty acres (-�GO acres) in the City� of Palm I�esett.
The followin� llistrict Diagram is based on the Ri��erside Counn �ssessor's �-Saps and the Ri��crside
(;ount�• :lssessor's information and identities all the parcels of land within the proposed District, as
the same esisted at the time this Rcport �vas prepared. "1'he combination of this map and the
.�ssessment Roll conttined in this Report cc>nstitute the District ,�ssessment lliagram. The
�iaxim�un �lssessment I�te, assessment range formula and the proposed assessmcnt amc>unt for
each of the exisung parcels �vithin the District as described herein, shall be presented ro the property
o�vners of record for approval or protest in accordance with the pro�-isions of the California
C:onstitution.
MttnlFinnncza! Prrge 12
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I ;ngineer's Rcport
ritt• of I�alm llesert
Bencfit :�ssessment Dis[rict No. 1
PART V - ASSESSMENT ROLL
Parcel identificarion for each lot or parcel within the llistrict is based on the :�ssessment Diagram
prescnted herein and is based on available parcel maps and property data from the Riverside Counri�
.lssessor's ()ffice at the time thc Engineer's Report �vas prepared. ,� listing of the proposed lots and
parcels to be assessed �vithin this District along �vith the assessment amounts is pro��ided herein.
Non-assessable lots or parcels may include, but are not limited to public streets and other roadways
(typically not assi�ned an r1PN by the County); deciicated public easements, open space areas, right-
of-ways, common areas; bifurcated lots, and any other property that can not be developed or has
litde or no ��alue. '117ese types of parcels are considered to receive little or no benefit from the
impro��emcnts and are therefore exemptcd from assessmcnt.
If an�� parcel submitted for collecrion is identified by the Count�� .�uditor-Controller to be an in�•alid
parcel number for the fiscal ��ear, a corrected parcel number and/or new parcel numbers �vill be
idendfied and resubmitted to the County ��iuditor-Controller. The assessment amount to bc le��ied
and collected for the resubmitted parcel or parcels shall be based on the method of apportionment
and assessment rate described in this Report as appro�-ed by the City� (:ouncil. Z'herefore, if a singlc
parcel is subciivided to multiple parcels, the assessment amount applied to each of the new parcels
shall be recalculated and applied accorciing to the approc�ed methcxl of apporrionment and
assessment rate rather than a proportionate share of the original assessment.
'1'he follo�vin� is a list of the parcels and proposed assessment amounts for each of the parcels
���ithin the llistrict as determined bj� the assessment rates and method of apportionment described
herein:
Assessor
Parcel No.
653-250-032
653-250-034
653-250-036
653-250.038
653-250-039
653-250-042
653-250-043
653-250-044
653-250-045
s5a-zsaoas
653-250-050
653-250-051
653-250-053
653-250-054
653-250-055
653-250-057
653-250-058
s5s-2saoso
653-250-073
ses-2sao�s
653-260-018
Owner EBU Assesment
PALM DESERT ASSOC
LBNCC PALM DESERT
LINGKOGIN INC $ CHARLESON HSU
CVWD
MONTEREY GATEWAY PARTNERS
G&G PROP
BEDROSIAN PALM DESERT
MIRABEL HOLDINGS
PROMONTORY DEV
CITY OF PALM DESERT
CITY OF PALM DESERT
MONTEREY 170
MONTEREY 170
cvwo
PERRY D KOON 8 ELIZABETH S KOON
DESERT GATEWAY SELF STORAGE
PALM DESERT ASSOC
SPYDER BUSINESS CENTER
BERDAN PARCEL C NFT PARCEL C
PONDEROSA HOMES II INC
LOWES HIW INC
5.30
4.83
9.99
0.00
6.99
3.11
3.57
11.30
4.83
0.00
0.00
0.00
0.00
0.00
3.41
3.40
1.03
4.94
0.00
3.20
22.02
$2,109.98
$1,923.18
$3,982.20
$0.00
$2,785.00
$1,239.68
$1,422.22
$4, 504.40
$1,923.18
$�.00
$0.00
$0.00
$0.00
$0.00
$1,358.54
$1, 354.30
$411.82
$1,969.88
$0.00
$1,273.64
$a.��5.2s
Ma�niFr�,�r��cia! Puqe 14
I :n�inecr's Report
Ciri' of Pa]m llesert
13encfit ;\sscssmcnt llistrict No. 1
Assessor
Parcel No.
653-260-022
653-260-023
653-260-024
653-260-025
653-260-033
653-260-035
653-260-036
653-260-041
653-260-042
653-810-001
653-810-002
653-810-003
653-810-004
653-810-005
653-810-006
653-810-007
653-810-008
653-810-010
653-810-011
653-810-012
653-810-013
653-810-014
653-810-015
s5s-a� ao� s
653-810-017
653-810-018
653-810-019
653-810-020
653-810-021
653-810-022
653-810-023
653-810-024
653-810-025
653-810-026
653-810-027
653-810-028
sss-a� aozs
653-810-030
653-810-031
s53-saaosz
653-810-033
653-810-034
653-810-035
653-810-036
653-810-037
653-810-038
s5s-a2aoo�
653-820-002
653-820-003
653-820-004
653-820-005
Owner
MACLEOD COUCH LAND CO
MACLEOD COUCH LAND CO
MC PROPERTIES
MC PROPERTIES
PONDEROSA HOMES II INC
PONDEROSA HOMES II INC
DESERT LAND HOLDINGS
DESERT WELLS 237
DESERT WELLS 237
EUGENE L AHLGREN 8 MARYANN AHLGREN
ROBYN S RITCHEY 8 ROBERTA G RITCHEY
OLIFORD
STEPHEN R QUISENBERRY & STEVEN J PITCHERSKY
STEPHEN R QUISENBERRY 8 STEVEN J PITCHERSKY
NORTH SPHERE ASSOC
TIMOTHY L ELLENZ
GEORGE L GONZALEZ & THERESA L HESSE GONZALEZ
GEORGE TACKETT & SERGEY ZAMD
RANDALL WERNER 8� PEGGY AMES
NEAL COLLINS 8 CHARISE KARJALA COLLINS
EDMUND CELAYA V& MARY A CELAYA
DINAH 19
DINAH 20
WJM VENTURES I& PAULINE l. JOHNSTON
WJM VENTURES I& PAULINE L JOHNSTON
DONALD EUGENE CARRAHER 8 MICHELE RENEE CARRAHER
DARMON REAL ESTATES INV INC BERKELEY CERESA DEV
DARMON REAL ESTATES INV INC
PVJ ASSOC
MONTEREY 170
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREYI
PRES MONTEREYI
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREYI
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREYI
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREYI
PRES MONTEREY I
WA� MART REAL ESTATE BUSINESS TRUST
RJVENTURES
RJ VENTURES
RJVENTURES
RJ VENTURES
EBU Assesment
25.12
3.71
32,13
0.00
44.70
0.36
86.07
20.16
18.39
0.65
0.51
0.49
0.49
0.49
1.30
1.29
2.11
0.55
0.49
0.49
0.49
0.55
1.00
0.55
0.49
0.49
0.49
0.62
1.01
0.93
0.99
0.59
0.47
0.98
0.55
0.46
0.43
0.54
0.62
0.79
o.so
1.18
0.66
0.88
0.53
0.53
12.68
2.99
4.20
4.72
2.31
$10,010.70
$1,477.42
$12,804.18
$0.00
$17,813.76
$144.36
$34,298.72
$8,032.34
$7, 327.60
$258.98
$203.78
$195.30
$195.30
$195.30
$517.96
$513.70
$840.60
$220.78
$195.30
$195.30
$195.30
$220.78
$399.08
$220.78
$195.30
$195.30
$195.30
$246.24
$403.32
$369.36
$394.84
$233.50
$186.80
$390.58
$220.78
$182.56
$169.82
$216.52
$246.24
$314.18
$s� a.a2
$471.26
$263.22
$352.38
$212.28
$212.28
$5,052.06
$1,192.98
$1,672.70
$1,880.72
$921.26
Mt�nfl rnancin! Pnqe 1S
Assessor
Parcel No.
653-820-006
653-820-007
653-820-008
653-820-009
653-820-010
653-820-011
653-820-012
653-820-013
653-820-014
653-820-015
653-820-016
653-820-017
653-820-018
653-820-019
653-820-020
653-820-021
653-820-022
653-820-023
653-820-024
653-820-025
653-820-026
s53-s2ao2�
653-820-028
653-850-001
653-850-002
653-850-003
653-850-004
653-850.005
653-850-006
653-850-007
653-850-008
653-850-009
653-850-010
653-850-011
653-850-012
653-850-013
653-850-014
653-850-015
653-850-016
653-850-017
653-850-018
653-850-019
653-850-020
653-850-021
653-850-022
653-850-023
653-850-024
653-850-025
653-850-026
653-850-027
653-850-028
Owner
RJVENTURES
RJ VENTURES
RJVENTURES
RJ VENTURES
RJ VENTURES
DESERT GATEWAY
DESERT GATEWAY
E 8 M SKYLINE INV
DESERT GATEWAY
SAMS REAL ESTATE BUSINESS TRUST
WAL MART REAL ESTATE BUSINESS TRUST
DESERT GATEWAY
DESERT GATEWAY
DESERT GATEWAY
DESERT GATEWAY
DESERT GATEWAY
RJVENTURES
RJVENTURES
RJVENTURES
RJ VENTURES
SAMS REAL ESTATE BUSINESS TRUST
WAL MART REAL ESTATE BUSINESS TRUST
SAMS REAL ESTATE BUSINESS TRUST
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
f?n�;ineer's Report
City of 1'alm Descrt
Benefit �lssessment District No. 1
EBU Assesment
1.45
1.70
1.03
1.34
1.34
0.81
0.99
1.20
0.43
15.04
9.12
0.92
0.92
1.29
1.00
1.19
0.99
1.28
0.95
1.42
2.15
0.49
1.96
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
022
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
022
0.22
0.22
0.22
$577.38
$679.28
$411.82
$534.94
$534.94
$322.66
$394.84
$479.74
$169.82
$5,994.54
$3,634.08
$365.12
$365.12
$513.70
$399.08
$475.50
$394.84
$509.46
$377.86
$564.66
$857.58
$195.30
$781.16
$89.36
$89.36
$as.3s
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
Muf[1F��rmt�i�l Pnge 1G
I :ngineer's Report
Cit�� of Palm Descrt
Benefit :\ssessmen[ Iiistric[ No. 1
Assessor
Parcel No.
653-850-029
653-850-030
653-850-031
653-850-032
653-850-033
653-850-034
653-850-035
653-850-036
653-850-037
653-850-038
653-850-039
653-850-040
653-850-041
653-851-001
653-851-002
653-851-003
653-851-004
653-851-005
653-851-006
653-851-007
653-851-008
653-851-009
653-851-010
653-851-011
653-851-012
653-851-013
653-851-014
653-851-015
653-851-016
653-851-017
653-851-018
653-851-019
653-851-020
653-851-021
653-851-022
653-851-023
653-851-024
653-851-025
653-851-026
653-851-027
653-851-028
653-851-029
653-851-030
653-851-031
653-851-032
653-851-033
653-851-034
653-851-035
653-851-036
653-851-037
653-851-038
Owner
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON OOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
EBU Assesment
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
022
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$as.3s
$89.36
$89. 36
$89.36
$89.36
$89. 36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
MuniFru���ura! Pqqe 17
l;ngineer's Keport
Cit}• of Palm Dcscrt
$enefit Assessment llistrict \o. 1
Assessor
Parcel No.
653-852-001
653-852-002
653-852-003
653-852-004
653-852-005
653-852-006
653-852-007
653-852-008
653-860-001
653-860-002
653-860-003
sss-asaooa
653-860-005
653-860-006
653-860-007
653-860-008
653-860-009
653-860-010
653-860-011
653-860-012
653-861-001
653-861-002
653-861-003
653-861-004
653-861-005
653-861-006
653-861-007
653-861-008
653-861-009
653-861-010
653-861-011
653-861-012
653-861-013
653-861-014
653-861-015
653-861-016
653-861-017
653-861-018
653-861-019
653-861-020
653-861-021
653-861-022
653-861-023
653-861-024
653-861-025
653-861-026
653-862-001
653-862-002
653-862-003
653-862-004
653-862-005
Owner
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RIIINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
EBU Assesment
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
$89.36
M:�niFino�r�i�rl Pqqe 18
�
Asaessor
Parcel No.
653-862-006
653-862-007
653-862-008
653-862-009
653-862-010
653-862-011
ss�-8s2-o�2
653-862-013
653-862-014
653-862-015
653-863-001
653-863-002
653-863-003
653-863-004
653-863-005
653-863-006
653-863-007
653-863-008
653-863-009
653-863-010
653-863-011
653-863-012
653-863-013
653-863-014
653-863-015
653-863-016
653-863-017
653-863-018
653-864-001
653-864-002
653-864-003
653-864-004
653-864-005
653-864-006
653-864-007
653-864-008
653-864-009
653-864-010
653-864-011
653-864-012
653-864-013
653-864-014
653-864-015
653-865-001
TOTAL
Owner
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
269
F.n�;inccr's Rcport
Cin• of Palm Descrt
Benefit :\ssessment Uistrict No. 1
EBU Assesment
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
022 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
022 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
0.22 $89.36
460.00 $183, 302.88
Mt[711F1/itlli[Ytll Pnge 19
I' a�� c 1 o f 1
Gibson, Paul
From: Jennie Carter [jenniec@muni.com]
Sent: Wednesday, November 15, 2006 1 1:03 AM
To: Gibson, Paul
Cc: Dick Kopecky; Habib Isaac; Chris Fisher
Subject: Revised pages to Engineer's Reports (Section 29 and BAD)
�ood morning Paul,
� few numbers were incorrectly input by our typist into the Engineer's Reports for the Benefit Assessment District
�nd the Section 29 Assessment District. Please note that adjustments have been made to the following pages:
3enefit Assessment District Report: Pages 14-19 (Assessment Roll)
iection 29 Assessment District Report: Page 1, Exhibit B- Page 1, Exhibit C- Page 6, Exhibit E- Page 2
'lease replace the affected pages with the attached revised pages as appropriate. If you should have any
�uestions, comments or concerns, please do not hesitate to contact us.
-hank you,
iennie Carter
�nalyst
"inancial Consulting Services
�lunii=in��nci��i
?7368 Via lndustria, Suite 110
-emecula, CA 92590
951) 587-3500 Main
951) 587-3515 Direct
951) 587-3510 Fax
I 1!15/2006
I n��vi<<+ � IZc��a,rt
( tt� �,( I'.ilin f h�� r�
licnrtit .\s.c��n�cnt l)i�uict \u I
PART V - ASSESSMENT ROLL
I':u•ccl i�icn�ttir;iti�,n t�,r ��>ich I�x c�r E�;ircrl ��itltin tlu l)i;u-tct is I�;i�c�l �>n thc .\;;cs:nicn� l)isi;�r.ini
�,rc;cniccl licr<•�n atul t� ha�ccl �m a�•ailahlc ��;irc�•I ni;��,� ancl �,r�>��crtt clara trom tl�e Rncr;ulc (:c,unr�
\>,i•>.c�r'� Ottirc at thc iimc thc l:n�;�iiccr�s l:cj�c>rt ��;i; ��rc��:irccl. .\ ltsun� c>f thc E�ru�,c>;�•�I l��t; ,in�l
�r,irccl� rr� hr a;<c;scd ��•itllin thts 1)istrict al�m��, ��tili tlic ��:�r��t�icnt atn<nint� �s E�rc��icicci hrrcin.
Nem-�i�se�;al�le Icx: c>r ��areels ma�- uiducle, hut ,�r�• n�>e li�nic�•c1 r�> pubLic streets anel c�rher rcn�l��a��s
!t��nr�ll� n��r .lSS1�IlCCj 1I1 .�I�I�J �)\' (I1C C<n�nt�l: cicclir;itccl ��ul�lic casctncnt�, c��cn s��acc arris, n��ht
�,t-��•a� �, c�mune>n areas; btfurcatecl lo�s, anci ;in� e>tlier I�r����ert� il�at can nc�t be c3e� el<���ecl e,r ha�
littic c>r nc� �-alu��. 'I�hese t�-pes c>f parcel� are a>u;ulerecl tc� recei�•e little or no l�enetit frem� the
itn2�re>� einent� an�l are therefore exernj�tecl trc>m a��e;sinent.
I t ant• E�arccl subtnittccl ti>r cc>llectic�n is idcntiti�ci I��� thc C��unr�� :�uditor-Controllcr t�> bc an im-alid
parcd number for the fiscal �-ear, a c�rrerrecl ��arcel ciumber ancl/or ne�ti� parcel numl>ers ��nll be
�clenttt]ecl anci resubmitrecl ro the (;ount�• .�uc3ite�r-Ccmtrc�ller. 'I7�e assessment amount tc> bc le��ied
�incl c��lle�c•tecl tcrr the resubmitted parcc:l c�r ��rcel� �hall be ba�ed on rhe method c�t aE��xrrtic�nment
suul as�cs;ment ratc �lrscribed in ihis Repe>rt as al��rc>��ed b�� the (:it�� C�uncil. "!'herefe>re�, if a�in�le
E�arcrl i� >ubcii��i�lecl te� multiple pzrcels, the assess���ent amc�unt ap�lied to each c>t the tie«• �arcels
,hall be recalculated ane.i appheei acc<�rclin� tc> the ap�rcn�ed meth<�d of apportic>nc7�ent and
asse�:mcnt rate rather rhan a pro�ortionatc share of thc c>ri��nal assessment.
The f�llu�� ing is a list of the parcels and proposed assessment amounts for each of thc
parcels within the District as determined b� the assessment rates and method of�
appurtiunment described herein:
Assessor
Parcel No.
653-250-032
653-250-034
653-250-036
653-250-038
653-250-039
653-250-042
653-250-043
653-250-044
653-250-045
653-250-046
653-250-050
653-250-051
653-250-053
653-250-054
653 250-055
653-250-057
653-250-058
653-250-060
653-250-073
653-260-016
653-260-018
653-260-022
Owner
PALM DESERT ASSOC
LBNCC PALM DESERT
LINGKOGIN INC & CHARLESON HSU
CVWD
MONTEREY GATEWAY PARTNERS
G8G PROP
BEOROSIAN PALM DESERT
MIRABEL HOLDINGS
PROMONTORY DEV
CITY OF PALM DESERT
CITY OF PALM DESERT
MONTEREY 170
MONTEREY 170
CVWD
PERRY D KOON 8 ELIZABETH S KOON
DESERT GATEWAY SELF STORAGE
PALM DESERT ASSOC
SPYDER BUSINESS CENTER
BERDAN PARCEL C NFT PARCEI C
PONDEROSA HOMES II INC
LOWES HIW INC
MACLEOD COUCH LAND CO
EBU Assesment
5.35
4.88
10.09
0.00
7.06
3.14
3.61
11.42
4.88
0.00
0.00
0.00
0.00
0.00
3.44
3.43
1.04
4.99
0.00
3.23
22.25
25.38
$2,131.40
$1, 942.72
$4,022 64
$0.00
$2,813.28
$1,252.26
$1,436.66
$4,550.14
$1.942.72
$0.00
$0.00
$0.00
$0.00
$0.00
$1, 372.34
$1,368.04
$416.00
$1,989.88
$0.00
$1,286.56
$8.864.38
$10,112.34
Mttltll't/Irlqilr7/ ''U��' � {
I n;=inrc i': I:c��c�rt
� it� ��f I',iln� 1)c>�it
kic•ncli� \..c��nicni f )i�iiic� \�, I
55"3-2G0 023
553 260 024
653-260-025
653-260-033
653 260 035
653 260-036
653-260-041
653-260-042
653-810-001
653-810-002
653-810-003
653-810-004
653-810-005
653-810-006
653-810-007
653-810-008
653-810-010
653-810-011
653-810-012
653-810-013
653-810-014
653-810-015
653-810-016
653-810-017
653-810-018
653-810-019
653-810-020
653-810-021
653-810-022
653-810-023
653-810-024
653-810-025
653-810-026
653-810-027
653-810-028
653-810-029
653-810-030
653-810-031
653-810-032
653-810-033
653-810-034
653-810-035
653-810-036
653-810-037
653-810-038
653-820-001
653-820-002
653-820-003
653-820-004
653-820-005
653-820-006
653-820-007
653-820-008
MACLEOD COUCH LANU CO
MC PROPERiIFS
MC PROPFf�iIES
PONDEROSA HOMFS II INC
PONDEROSA FiOMES II INC
DESERT LANU HOLDINGS
DESERT WELLS 237
DESERT WFL.LS 237
EUGENE L AHLGREN 8 MARYANN AHLGREN
ROBYN S RITCHEY & ROBERTA G RITCHEY
OLIFORD
STEPHEN R QUISENBERRY & STEVEN J PITCHERSKY
STEPHEN R QUISENBERRY 8 STEVEN J PITCHERSKY
NORTH SPHERF ASSOC
TIMOTHY L ELLENZ
GEORGE L GONZALEZ & THERESA L HESSE GONZALEZ
GEORGE TACKETT & SERGEY ZAMD
RANDALL WERNER 8 PEGGY AMES
NEAL COLLINS & CHARISE KARJALA COLLINS
EDMUND CELAYA V& MARY A CELAYA
DINAH 19
DINAH 20
WJM VENTURES I& PAULINE L JOHNSTON
WJM VENTURES I& PAULINE L JOHNSTON
DONALD EUGENE CARRAHER 8 MICHELE RENEE CARRAHER
DARMON REAL ESTATES INV INC BERKELEY CERESA DEV
DARMON REAL ESTATES INV INC
PVJ ASSOC
MONTEREY 170
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
PRES MONTEREY I
WAL MART REAL ESTATE BUSINESS TRUST
RJVENTURES
RJVENTURES
RJVENTURES
RJVENTURES
RJVENTURES
RJVENTURES
RJVENTURES
3 75
32 46
0 00
45 16
0.37
86.95
20.36
18 58
0.66
0.52
0.50
0.50
0 50
1.31
1.30
2.13
0.56
0.50
0.50
0.50
0 56
1.01
0.56
0.50
0.50
0 50
0.62
1.02
0 94
1.00
0 59
0.47
0.99
0.56
0.46
0 43
0.55
0.62
0.80
0.81
1.19
0.67
0.89
0.54
0.54
12.81
3.02
4.24
4.77
2.34
1.46
1.72
1.04
S1.492 42
�12,934.20
$0.00
$17,994.64
$145.82
$34,646.98
$8,113.90
$7,402.00
$261.60
$205.86
$197.28
$197.28
$197.28
$523.20
$518.92
$ 849.14
$223.02
$197.28
$197.28
$197.28
$223.02
$403.14
$223.02
$197.28
$197.28
$197.28
$248.74
$407.42
$373.12
$398.84
$235.88
$188.70
$394.56
$223.02
$184.42
$171.56
$218.72
$248.74
$317.36
$321.64
$476.04
$265.90
$355.96
$214.44
$214.44
$5,103.36
$1,205.08
$1,689.68
$1, 899.82
$930.62
$583.24
$686.18
�416.00
Mnnil ium�,a,/ Pn�Y 1 �
I nt>.�nc� r� l�� ����r�
� in "t� I',ilni I )� ��•rt
13rnctii \,:c�:mc ni l )i�trict \�, 1
653-820-00�
653-A2q p 10
sss-s2�-o� i
653-820-012
f 5:J 820 013
653-820-U14
653 820 Ot 5
653-820-016
653�820-017
653-820-018
653-820-019
653-820-020
653-820-021
653-820-022
653-820-023
653-820-024
653-820-025
653-820-026
653-820-027
653-820-028
653-850-001
653-850-002
653-850-003
653-850-004
653-850-005
653-850-006
653-850-007
653-850-008
653-850-009
653-850-010
653-850-011
653-850-012
653-850-013
653-850-014
653-850-015
653-850-016
653-850-017
653-850-018
653-850-019
653-850-020
653-850-021
653-850-022
653-850-023
653-850-024
653-850-025
653-850-026
653-850-027
653-850-028
653-850-029
653-850-030
653-850-031
653-850-032
653-850-033
RJVENTURES
RJVENTURFS
DESERT GATEWAY
DESERT GATEWAY
E 8 M SKYLINE INV
DESERT GATEWAY
SAMS REAL ESTATE BUSINESS TRUST
WAL MART REAL ESTATE BUSINESS TRUST
DESERT GATEWAY
DESERT GATEWAY
DESERT GATEWAY
DESERT GATEWAY
DESERT GATEWAY
RJVENTURES
RJVENTURES
RJVENTURES
RJVENTURES
SAMS REAL ESTATE BUSINESS TRUST
WAL MART REAL ESTATE BUSINESS TRUST
SAMS REAL ESTATE BUSINESS TRUST
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOICE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RIUNGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOICF
RILINGTON DOLCE
RILINGTON DOLCE
1 36
1 36
0 82
1 00
1.22
0 43
15 20
9.21
0.93
0 93
1.30
1.01
1.21
1.00
1.29
0.96
1.43
2.17
0.50
1.98
0.22
�.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
� 22
0.22
0 22
$540.36
$540.36
$325.94
$398.84
$484.62
$171.56
S6, 055.40
53,670.98
$368.82
$368.82
i518.92
$403 14
$480.32
$398.84
$514.64
$381.68
$570.38
$866.30
$197.28
$789.10
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$a�.os
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$$%.�$
$87.08
$87.08
Munit•innn���,/ 1'���e 1G
I n�tncrr�� Kc�,��tt
� n� �,t I',iln, I)c�ctt
lirn� lii \��c;•nicnt 1)istncl \u I
653 850-034
65�-SF� 03`,
553 850-0'�6
653-850-037
G53 850 038
653-850-039
653-850-040
653 850-041
653-851 001
653-851-002
653-851-003
653-851-004
653-851-005
653-851-006
653-851-007
653-851-008
653-851-009
653-851-010
653-851-011
653-851-012
653-851-013
653-851-014
653-851-015
653-851-016
653-851-017
653-851-018
653-851-019
653-851-020
653-851-021
653-851-022
653-851-023
653-851-024
653-851-025
653-851-026
653-851-027
653-851-028
653-851-029
653-851-030
653-851-031
653-851-032
653-851-033
653-851-034
653-851-035
653-851-036
653-851-037
653-851-038
653-852-001
653-852-002
653-852-003
653 852-004
653-852-005
653-852-006
653-852-007
RILINGiON DOLCE
RII INGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RIIiNGTON DOLCE
RILINGTON DOLCE
RiLINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
� 22
0 22
� 22
0.22
0.22
� 22
0.00
0.00
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
0.22
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$87.08
�87 08
S87 08
$87.08
$87.08
$87.08
�0.00
$0.00
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$�.0�
$0.00
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
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I n}�.inr� r'� I�c���,rt
( :ii�, �,t I';tlm 1 )r�ci �
l�cnrtlt \���•.•nicnl l )i>turt \u I
653-852-008
653 860 001
653 860 002
653-860-003
F,53-860 004
653-860-005
653-860 006
653-860-007
653-860-008
653-860-009
653-860 010
653-860-011
653-860-012
653-861-001
653-861-002
653-861-003
653-861-004
653-861-005
653-861-006
653-861-007
653-861-008
653-861-009
653-861-010
653-861-011
653-861-012
653-861-013
653-861-014
653-861-015
653-861-016
653-861-017
653-861-018
653-861-019
653-861-020
653-861-021
653-861-022
653-861-023
653-861-024
653-861-025
653-861-026
653-862-001
653-862-002
653-862-003
653-862-004
653-862-005
653-862-006
653-862-007
653-862-008
653-862-009
653-862-010
653-862-011
653-862 012
653-862-013
653-862-014
RILINGTON DOLCE
Rll INGT(�N f�01 CF
RILINGiON DOLCF
RILINGTC�N DOLCE
RILINGiON DOLCF
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGT"ON UOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON OOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RIUNGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
0.22
�.22
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0.22
0.22
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0.22
0.22
0.22
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0.22
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0.22
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0.22
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S87 OS
S87.08
587.08
$87.08
587.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$0.00
$�.��
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$�.��
$�.��
$0.00
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$87.08
$�.��
Mt/ntl'ir,nii.ir�/ I'o�r lfi
I n;�.in�cr�.lZ<�,��it
� u� �,t I',ilin l)t �� i i
l�rncfii \�>c,�n�cnl I)i.tnrt \c� I
653-862-015
F�r�s-tse:�-ooi
G53 863 002
653-863-003
6,53-Sfi:�-004
653 863-005
653-863 006
653-8F3-007
653-863-008
653-863-009
6.53-863-010
653-863-011
653-863-012
653-863-013
653-863-014
653-863-015
653-863-016
653-863-017
653-863-018
653-864-001
653-864-002
653-864-003
653-864-004
653-864-005
653-864-006
653-864-007
653-864-008
653-864-009
653-864-010
653-864-011
653-864-012
653-864-013
653-864-014
653-864-015
653-865-001
TOTAL
RILINGTON DOLCE
f111 INGTON DOI_CE
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RILINGTON DOLCE
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RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
RILINGTON DOLCE
269
0 00 $0 00
0.22 $87 08
0.22 $87 08
0.22 $87 08
0.22 $$%.�$
0.22 $87.08
0 22 $87 08
0.22 $87 08
0.22 �87.08
0.22 387.08
0.22 587.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.00 $0.00
0.00 $0.00
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.22 $87.08
0.00 $0.00
0.00 $0.00
460.00 $183,303.26
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