HomeMy WebLinkAboutFY 2007-08 PD Landscape and Lighting DistrictREQUEST:
SUBMITTED BY:
DATE:
CONDITIONS:
Recommendation:
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 2007/2008.
2. Approval to Order the Levy and Collection of Annual
Assessments Within the Consolidated Palm Desert Landscape
and Lighting District for Fiscal Year 2007/2008.
Stephen Aryan, Assistant to the City Manager
Martin Alvarez, Redevelopment Manager
June 14, 2007
Resolution No. (s) 07-40 , 07-41
Final Engineer's Report FY 2007/2008
Table 1 (Annual Levies)
Waive further reading and adopt:
1. Resolution No. 07--40 , amending or approving the final Engineer's Report for the
Consolidated Palm Desert Landscaping and Lighting District for Fiscal Year
2007/2008.
2. Resolution No. 07-41 , ordering the levy and collection of assessments within the
Consolidated Palm Desert Lighting and Landscape District for Fiscal Year
2007/2008.
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 (i.e. Engineer's Report).
On May 10, 2007, 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 14, 2007, to take public testimony. The residents have previously
approved their district's maximum annual levy, and the only modification to the annual
levies is the allowed three percent (3%) cost of living adjustment.
Staff Report
Palm Desert Consolidated LLD FY 07/08
Page 2 of 2
June 14, 2007
The attached resolutions allow the City Council 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
2007/2008.
2. Order the levy and collection of annual assessments for Fiscal Year 2007/2008.
There are no changes proposed to the preliminary Engineer's Report and Staff
recommends approval of the attached resolutions.
Discussion:
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. The Final Engineer's Report includes a detailed budget for
each district. Attached to the report is Table 1, which summarizes the annual levy for
each district.
Therefore, Staff recommends that the City Council open the public hearing, take public
testimony, and at the conclusion of the public hearing approve the attached resolutions.
Submitted By:
•
Ste f en Arty n Martin Alvarez
Assistant to the j % anager CITY COUNCIL , lopment Manager
APPROVED DENIED
Departm RECEIVED OTHER / ctr i
R _ nIc6. 07 - 40 a44 t 7- 4 l .
MEETING DATE j„ • It.j . p-7
,...,;_ -� AYES: (°( 671.ie�US611_F(fle-to 4i ,tu�.i -KeIk/
Homer Croy NOES: NOy)P
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ACM for Dev op'ment Services ABSTAIN: Nose
VERIFIED BY: (V K (Mcitn
Approval: Original on File with City Clerk's Office
/
Carlos L. Ortdefa
City Manager
Paul Gibson
Director of Finance
RESOLUTION NO. 07-40
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 2007/08
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, 2007 and ending June 30, 2008; 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 2007/08" (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 2007/08.
Resolution No. 07-40
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 . 2007.
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert, California
RICHARD S. KELLY, Mayor
2
RESOLUTION NO. 07-41
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 2007/08
The City Council of the City of Palm Desert (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, 2007 and ending June 30,
2008; 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, 2007 and ending
June 30, 2008, 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:
Resolution No. 07-41
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, 2007 and ending June 30, 2008.
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 in 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, 2007 and ending June 30, 2008.
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
Resolution No. 07-41
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City
Council, held on this day of . 2007.
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert, California
RICHARD S. KELLY, Mayor
3
CITY OF PALM DESERT
ENGINEER'S ANNUAL LEVY REPORT
Consolidated Palm Desert
Landscaping And Lighting District
Fis.cal Year 2007/08
��
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INTENT MEETING: May 10,2007
PUBLIC HEARING: June 14,2007
�tr1111FI�l�C1Cla�
Corporate Office Office Locations
27368 Via lndustria Anaheim, CA Orlando, FL
Suite 110 Lancaster, CA Phoenix, AZ
Temecula, CA 92590 Los Angeles Regional Office Bellevue, WA
Tel: (951) 587-3500 Oakland, CA Seattle, WA
Tel: (800) 755-MUNI (6864) Sacramento, CA
Fax: (951) 587-3510
www.muni.com
ENGINEER'S REPORT AFFIDAVIT
Establishment of Annual Assessments for the:
Consolidated Palm Desert Landscaping and Lighting District
City of Palm Desert
Riverside County, State of California
This Report identifies the parcels within the District and the relevant zones therein, as they
e�sted at the time of the passage of the Resolution of Intention. Reference is hereby made to
the Riverside County Assessor's maps for a detailed description of the lines and dimensions of
parcels within the District. The undersigned respectfully submits the enclosed Report as clirected
by the City Council.
Dated this day of ,2007.
MuniFinancial
Assessment Engineer
On Behalf of the City of Palm Desert
By:
Adina Vazquez,Project Manager
District Administration Services
By:
Richard Kopecky
R. C. E. #16742
TABLE OF CONTENTS
I. OVERVIEW...............................................................................................................1
A. Introduction........................................................................................................1
B. Compliance with the Current Legislation..........................................................1
C. General Description of the District and Services...............................................2
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES.................6
III. METHOD OF APPORTIONMENT..................................................................17
A. General...............................................................................................................17
B. Benefit Analysis.................................................................................................17
C. Assessment Methodology..................................................................................19
D. Assessment Range Formula.............................................................................20
IV. DISTRICT BUDGETS........................................................................................22
A. Description of Budget Items............................................................................22
B. District Budgets ...............................................................................................25
APPENDIX A—DISTRICT BOUNDARY MAPS.......................................................58
APPENDIX B—2007/08 ASSESSMENT ROLL.........................................................59
Consolidated Palm Desext Landscaping and Lighting
Maintenance 1�ssessment District
Engineer's Report,Fiscal Yeax 2007/08
I. Overview
A. Introduction
The City of Palm Desert (hereafter referred to as "Ciry") annually levies and collects special
assessments in order to provide and maintain unprovements within the Consolidated Palm
Desert Landscaping and Lighting Maintenance Assessment District (hereafter referred to as
the "District"). The District was formed in 1993, through the consolidation of several
individual landscaping and lighting maintenance districts that previously e�sted within the
City. The original districts and subsequent annexations of various territories and
developments to the Consolidated District are identified as separate Zones and/or Sub-
zones (hereafter referred to jointly as "Zones"). The District and the Zones therein have
been established and are levied annual assessments pursuant to the Landscaping and Lighting
Act of�972, Part 2 of Division 15 of the California Street.r and High�vay.r Code (heYeafter referred to
as the"1972 Act").
This Engineer's Annual Levy Report (hereafter referred to as the "Report") describes the
District and improvements, any proposed changes to the District or improvements and the
proposed budgets and assessments for Fiscal Year 2007/08. The proposed assessments are
based on the City's estimated cost to maintain the improvements that provide special benefit
to properties within the District.The various improvements within the District and the costs
of those improvements are identified and budgeted separately for each Zone, including the
expenditures, deficits, surpluses,revenues, and reserves.
The word"parcel," for the purposes of this Report, refers to an individual property assigned
its own Assessment Number by the Riverside County Assessor's Office. The Riverside
County Auditor/Controller uses Assessment Numbers and specific Fund Numbers, to
identify on the tax roll, properties assessed for special district benefit assessments. Each
parcel within a Zone is assessed proportionately for only those improvements provided in
that Zone from which the parcel receives special benefit.
At a noticed Public Hearing, the City Council will consider all testimony and wxitten
comments presented and may direct any necessary modifications to the Report and approve
the Report as submitted or amended. Following approval of the Report, the City Council by
resolution, shall order the improvements to be made, and confirm the levy and collection of
assessments pursuant to the 1972 Act. The assessment rates and method of apportionment
described in this Report as approved by the City Council defines the assessments to be
applied to each parcel within the District for Fiscal Year 2007/08. The assessments as
approved will be submitted to the Riverside County Auditor/Controller to be included on
the property tax roll for each parcel for the fiscal year.
B. Compliance with the Current Legislation
The City Council annually conducts a public hearing to accept public comments and
testimony, to review the Report and adopt the annual assessments to be levied on the
MuniFinancia! Page 1
Consolidated Palm Desert Landscaping and Lighting
1�laintenance.�ssessment District
Engineer's Report,Fiscal Yeax 2007/08
County tax roll for the fiscal year. The assessments described in this Report and
subsequently approved by the City Council have been prepared in accordance with the 1972
Act and in compliance with the provisions of the California Con.rtitution, Article XIIID
(hereafter referred to as the "Article XIIID"), which was enacted by the passage of
Proposition 218 in November 1996.
In compliance with the provisions of Article XIIID, in Fiscal Year 1997/98, the City
conducted property owner ballot proceedings for the special benefit assessments applicable
to each of the e�sting Zones within the District. At that time, the assessments presented to
property owners included the assessment range formula previously established for the
District and described in this Report. Upon tabulation of the ballots returned, it was
determined that majority protest did not exist and the Ciry Council approved and adopted
the assessments and assessment range formula balloted and approved by the property
owners. Similar proceedings have been conducted for all new or increased assessments
including any annexations to the District.
C. General Description of the District and Services
The City annually levies and collects assessments in order to maintain and service various
improvements within the District. For Fiscal Year 2007/08, the District is comprised of
thirty-three (33) separate benefit Zones, each funding specific improvements and services.
The Zones are identified as:
• Zone# 2 Canyon Cove (222 parcels)
• Zone# 3 Vineyards (132 parcels)
• Zone# 4 Parkview Estates (172 parcels)
• Zone# 5 Cook and Country Club—Desert Mirage Sub-zone (29 parcels)
• Zone# 5 Cook and Country Club—Sandcastle Sub-zone (41 parcels)
• Zone# 5 Cook and Country Club—Primrose 2 Sub-zone (37 parcels)
• Zone # 6 Hovley Lane—Monterey Meadows Sub-zone (40 parcels)
• Zone# 6 Hovley Lane—The Glen Sub-zone (16 parcels)
• Zone# 6 Hovley Lane—Hovley Estates Sub-zone (16 parcels)
• Zone# 6 Hovley Lane—Sonata I Sub-zone (16 parcels)
• Zone# 6 Hovley Lane—Sonata II Sub-zone (94 parcels)
• Zone# 6 Hovley Lane—Hovley Collection Sub-zone (38 parcels)
Munz�'inran�zal Page 2
Consolidated Palm Desert Landscaping and Lighting
Maintenance��ssessment Distxict
Engineer's Report,Fiscal I'ear 2007/08
• Zone# 6 Hovley Lane—La Paloma I Sub-zone (16 parcels)
• Zone# 6 Hovley Lane—La Paloma II Sub-zone (16 parcels)
• Zone# 6 Hovley Lane—La Paloma III Sub-zone (15 parcels)
• Zone# 6 Hovley Lane—Sandpiper Court Sub-zone (16 parcels)
• Zone# 6 Hovley Lane—Sandpiper West Sub-zone (16 parcels)
• Zone# 6 Hovley Lane—Hovley Court West Sub-zone (16 parcels)
• Zone# 6 Hovley Lane—Diamondback Sub-zone (20 parcels)
� Zone# 6 Hovley Lane—Palm Court Sub-zone (20 parcels)
• Zone# 7—Waring Court (16 parcels)
• Zone# 8—Palm Gate (37 parcels)
� Zone# 9—The Grove (105 parcels)
• Zone#11 —Portola Place (23 parcels)
� Zone#13—Palm Desert Country Club (1,730 parcels)
• Zone#14—K&B at Palm Desert (163 parcels)
• Zone#15—Canyon Crest (67 parcels)
• Zone#16 Shepard Lane—College View Estates II (32 parcels)
• Zone#16 Shepard Lane—Sundance`Y�est (32 parcels)
• Zone#16 Shepard Lane—College View Estates I (32 parcels)
� Zone#16 Shepard Lane—Petunia l (32 parcels)
• Zone#16 Shepard Lane—Sundance East (14 parcels)
� Zone#16 Shepard Lane—The Boulders (16 parcels)
The District provides for the maintenance and operation of local landscaping and lighting
improvements and associated appurtenances located within the public right-of-ways and
dedicated landscape easements. The improvements and the annual costs of those
Munt�'inanczal PAge 3
Consolidated Palm Desert Landscaping and Lighting
�laintenance.�ssessment Distxict
Engineer's Repart,Fiscal�'ear 2007/08
improvements are idenrified and budgeted separately for each Zone, including the
expenditutes, deficits, surpluses,revenues, and reseYves.
The improvements provided and for which parcels are levied special benefit assessments
within the District can be categorized as three (3) improvement types.
1. Local street lighting (residential street lighting associated with the properties within the
Zone and specific subdivisions).
2. Local landscaping improvements including parkways, perimeters, entryways, local
medians, and internal landscaped amenities.
3. Special Zone services including tree trimming, graffiti and weed abatement and
landscape maintenance of flood control areas (retention and detention basins).
The costs associated with the improvements authorized by the provisions of the 1972 Act
are equitably spread among the benefiting parcels in proportion to the special benefit they
receive. Only parcels that receive special benefits from the improvements are assessed, and
each Zone consists of parcels that benefit from those specific improvements.
Landscape improvements maintained by the District and associated with each Zone were
either installed as a condition of development or were installed for the benefit of the
properties assessed. The landscape improvements associated with each Zone may include,
but are not limited to: open space areas, medians, parkways, slopes, retention or detention
basin areas, and public right-of-ways or easements that provide special benefits to the
parcels. These improvements may include, but are not limited to: turf, ground cover, shrubs
and trees, irrigation systems, decorative lighting, water features, entry monuments, drainage
systems, hardscapes and associated appurtenances. Similar to landscape improvements, street
lighting improvements funded through District assessments were installed for the benefit of
properties within each of the Zones and the assessments provide for the maintenance,
operation and energy costs related to those street light improvements.
MuniFinancial Page 4
Consolidated Palm Desert Landscaping and Lighung
1�laintenance��ssessment District
Engineer's Report,Fiscal Year 2007/08
The following table lists the Zones and Sub-zones within the District and a summary of the
parcels for Fiscal Year 2007/08.
BENEFIT ZONES
Assessable
Zone Number Zone Name Total Parcels Parcels Total EBU
7.one#2 Canvon Cove 225 222 222.00
'Lone#3 �'ine�ard, 147 132 133.20
7one#4 Paikview H�states 175 172 172.00
Gone#5 Cook&Country Club:
Sub-7.one#5 DM llescrt Micage 29 29 29.00
Sub-7one#5 SC Sandcastics 41 41 41.00
Sub-7.one#5 PR Yrunxose 2 37 37 37.00
"I.one#6 I Iovley l,ane:
Sub-Zone#6 MM Monterey Meadows 40 40 40.00
Sub-Zone#6 HU '1'hc Glen 16 16 16.00
Sub-'1.one#6 HN; Flovley F?states 17 16 16.00
Sub-Zonc#6 S1 Sonata I 16 16 16.00
Sub-%one#6 52 Sonata II 94 94 94.00
Sub-'I.one#6 HC Hovley Collecrion 38 38 38.00
Sub-Gone#6 Ll La Paloma I 17 16 16.00
� Sub-'Lonc#6 I.2 La Paloma II 19 16 16.00
Sub-'I.one#6 L3 La Paloma III 17 15 15.00
Sub-7.one#6 SP Sandpipex Couct 19 16 16.00
Sub-7.one#6 SW Sandpiper West 16 16 16.00
Sub-7.one#6 F�VC/ I Iovley Court West 16 16 16.00
Sub-Gone#6 DB Diamondback 22 20 20.00
Sub-7.one#6 PC Palm Court 24 20 20.00
Gone#7 Warin Court 16 16 16.00
7.one#8 Yalm Gate 37 37 37.00
7.one#9 The Urove 105 105 105.00
7.one#11 Yottola Ylace 23 23 23.00
Zonc#13 Palm Desert Count �Club 1,769 1,730 2,314.85
Gone#14 K&B at Palm Dcscrt 165 163 163.00
'1.one#15 (:an on Cxest 71 67 67.00
"Lone#16 Shcpard Lanc:
Sub-Ione#16 CV College View�?states II 32 32 32.00
Sub-Lonc#16 SD Sundance West 36 32 32.00
Sub-%one#16 CV1 College View T'sstates I 32 32 32.00
Sub-'l.one#16 Y1 Petunia l 32 32 32.00
Sub-Gone#16 Sli Sundance['sast 14 14 14.00
Sub-7one#16 Bll '1'he Boulders 16 1G 16.00
Total District 3,368 3,287 3,873.05
MuniFinancial Pa�e 5
Consolidated Palm Desert Landscaping and Lighting
:�laintenance.lssessment District
Engineer's Report,Fiscal Year 2007�08
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES
The boundaries of each Zone, the location of improvements and special benefit received by
the properties and property owners within each Zone are described in this section of the
Report. In any given fiscal year, City staff will determine the scope of work for each Zone as
assessment revenues allow.Any necessary reductions in the scope of work will likely include,
but are not limited to; the frequency of mowing and edging turf areas; the application of
fertilizers and aeration of turf; trimming and pruning of shrubs, trees and ground cover;
trash pick-up in landscaping areas; and, weed and litter control. The allocation of special
benefit and general benefit of the improvements provided within the District are
summarized in the Method of Apportionment section of this Report and are identified in the
budget for each Zone. A description of the District improvements and the level of annual
service each Zone will receive are provided in the following:
Zone #2 (Canyon Cove):
Zone #2 includes Tracts 11636-1, 2, 3, & 4 and Tract 23485, generally located South of
Deep Canyon Tennis Club,North of Haystack Road,West of Marrakesh Country Club, and
East of Highway 74. The streets within the Zone include Ambrosia Street, Sweetbrush I.ane,
Deer Grass Drive,Lotus Court, Calliandra Street,Aber Street,and Alamo Drive.
These parcels benefit from the maintenance and operation of street lighting encompassing
the streets within the Zone, the landscaped parkway along the East side of Highway 74 and
the landscaped areas on the North side of Haystack Road, adjacent to the above mentioned
tracts and installed as part of these residential developments.
The interior local street lighting has been identified and allocated as 100°/o special benefit
with no general benefit allocarion. The parkway landscaping along Highway 74 has been
identified as 100% special benefit to the parcels within the Zone. However, it has been
determined that the landscaped median on Haystack Road (although installed as part of the
development) not only provides a special benefit to properties within Canyon Cove, but also
provides a general benefit. The proportionate general benefit of this improvement has been
identified and eliminated from the Zone assessments. Although there is a general benefit
component, the majoriry (83%) of the median landscaping on Haystack Road is a flood
control channel and was required for development of the homes within Canyon Cove.
Therefare,pursuant to Article XIIID Section 5a (assessments used to fund flood control and
drainage systems) the majority of the costs for this landscaped area could be considered
exempt. However, in recognition of the general benefit this improvement area provides and
the previous assessments applied to properties within the Zone, it was determined that the
Ciry would fund a large portion of the costs associated with this landscaped median area.
Refer to the budget section of this Report for details on the allocation of benefit and related
assessments.
MuniFinanczal Page 6
Consolidated Palm Desert Landscaping and Lighting
ltilaintenance�ssessment District
Engineer's Repart,Fiscal Yeax 2007/08
Zone #3 (Vineyards):
Zone #3 consists of the parcels in Tracts 12181-1 and 12181-2 on the West side of Portola
Avenue. The streets within the Zone include Martini Court, Heitz Court, Mondavi Court,
Callaway Court, Stony Hill Court, Masson Street, Krug Avenue, Sebastian Way, and San
Pasqual Avenue/Rutledge Way.
These parcels receive special benefits from the operation and maintenance of street lighting
improvements within the Zone boundaries and the landscaped area along the West side of
Portola Avenue, from the northern boundary to the southexn boundary of the two tracts.
Both the street lighting and landscape improvements identified for this Zone were installed
as part of the residential development and the ongoing maintenance and operauon of these
improvements provide special benefits to properties within the Zone. It has further been
determined that these improvements were installed and are maintained solely for the benefit
of properries within the Zone and the improvements provide no measurable benefit to
properties outside the Zone. Any benefit conveyed to other properries or to the public at
large (genexal benefit) is incidental. Therefore, both the interior tract street lighting and the
parkway (peximeter) landscaping costs have been identified and apportioned 100% as a
special benefit to the parcels within the Zone.
Zone #4 (Parkview Estates):
Zone#4 consists of the parcels in Tract 8237, South of Magnesia Falls Drive,North of Fred
Waring Drive,West of Deep Canyon Road,and East of Portola Avenue.
These parcels receive special benefits from the operation and maintenance of street lighting
along Primrose Drive,Desert Star Boulevard,Vanda Circle,Palmilla Circle,Myrsine Avenue,
Gazania Place, Rutledge Avenue, Buttonwood Drive, Silktree Lane, Santolina Drive, Balsam
Lane, and Erin Street. The street lighting itnprovements were installed as part of the
residential development and are considered a special benefit to the properties within the
development (i.e., Zone). The ongoing operation and maintenance of interior residential
street lighting provides no measurable general benefit to properties outside the Zone or to
the public at large. To the extent that some streetlights associated with the Zone are located
on the perimeter of the residential development and provides direct illumination to parcels
outside the Zone, a portion of the maintenance costs has been identified as a general benefit.
This Zone has twenty interior streedights and five perimeter streetlights resulting in an
allocation of the 7one costs as 90% special benefit and 10%general benefit.
Zone #5 (Cook and Country Club):
Zone#5 consists of three (3) separate residential subdivisions identified as Sub-zones.These
three Sub-zones are known and identified as the Desert Mirage (Tract 25639), Sandcastles
(Tract 21338-1), and Primrose 2 (Tract 25436). Each of these Sub-zones has specific local
improvements maintained by the District that were installed as part of these residential
developments. �
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Consolidated Palm Desert Landscaping and Lighting
1�laintenance.�ssessment District
Engineex's Repart,Fiscal Year 2007/08
These three subdivisions were oxiginally part of a larger Zone known as Cook and Countr5�
Club and were proportionately assessed for median landscaping in the area as well as their
local (tract specific) improvements. In fiscal year 1997/98 it was determined that the median
landscaping in the Cook and Country Club area was largely a general benefit and this portion
of the assessment was eliminated. However, it was determined that the parcels within these
three (3) Sub-zones receive special benefit from tract specific improvements maintained by
the District, and each parcel within the respective Sub-zones should continue to be assessed
proportionately for the cost of services associated with those local improvements.
Upon review of the specific street lighting improvements associated with each of these Sub-
zones, the street lighting facilities have been idenrified as interior tract streetlights. These
streetlights provide little or no direct illumination to parcels outside the Sub-zones and
therefore the costs of maintaining these improvements are allocated as 100% special benefit
with no general benefit.
Upon review, it has been determined that 15% of the improvements within the Desert
Mirage Sub-Zone are of a general benefit to those properties outside of the Sub-zone.
Therefore, this percentage of the costs of maintaining the Sub-zone has been removed from
the assessment and must be funded from other sources.
The property owners in Sub-zone known as Desert Mirage were balloted in Fiscal Year
2004/05 for an increase in their ma�mum assessment rates. The proposed levy increase
would fund new maintenance costs required after the City of Palm Desert renovated the
improvements with water efficient landscaping and irrigation systems. Majority protest did
not e�st, therefore the City will move forward with the plans to renovate the improvements
in the Desert Mirage Sub-zone. Refer to the budget for Zone 5 in Section IV of this Report
for specifics regarding the proposed assessment for the current fiscal year and the maximum
assessment.
Zone #6 (Hovley Lane):
Parcels within this Zone are located generally East of Monterey Avenue and West of Portola
Avenue and includes parcels and tracts along Hovley Lane West. Zone 6 includes the
following subdivisions and Sub-zones:
• Monterey Meadows (Tracts 21791 � La Paloma 2 (Tract 24773)
and 22741) • La Paloma 3 (Tract 29045)
• The Glen (Tract 25217) • Sandpiper Court (Tract 27370)
• Hovley Estates (Tract 24591) • Hovley Court West (Tract 29585)
• Sonata 1 (Tract 23982) • Sandpiper West (Tract 29579)
• Sonata II (Tracts 24254-1,2, 3) • Diamondback Road (Tract 29893)
� Hovley Collecuon (Tract 24603) � Palm Court (Tract 25373)
• La Paloma 1 (Tract 24773-1)
MuniFinanczal Pnge 8
Consolidated Palm Desert Landscaping and Lighting
Maintenance�ssessment District
Engineex's Report,Fiscal Yeax 2007/08
The parcels within each of the fourteen (14) Sub-zones of Zone 6 (Hovley Lane) receive
benefit fYom various improvements that were installed as part of the separate residenrial
developments and are specific to each tract and subdivision. The assessment for each Sub-
zone funds and provides for the parkway landscaping improvements adjacent to each tract
along Hovley Lane as well as specific in-tract improvements. The in-tract improvements may
include street lighting; dry well and retention basin landscape maintenance; and landscaping
of additional parkway areas. The improvements within Zone 6 include street lighting on
Clover Lane,Meadow Lane,Hovley Lane West, Centennial Circle,Posada Court,Via Fonda,
Sonata Court, Avenida Arcadia, Avenida Solana, Sandpiper Court, Avenida Rosario,
Sandpiper Court West Hovley Court, Diamondback Road, and Palm Court; landscaped
parkways along Hovley Lane West, Monterey Avenue, Portola Avenue and landscaped
retention basins located within Hovley Estates, Hovley Collections, La Paloma 1, La Paloma
2,Sandpiper Court,and Sandpiper Court West.
Upon review of the specific street lighting improvements associated with each of these Sub-
zones, the street lighting facilities have been identified as tract specific streetlights. To the
extent that some streetlights associated with the Glen, Sonata I and Hovley West Sub-zones
are located on the perimeter of the development and provide direct illumination to parcels
outside the subdivision, a portion of the maintenance costs 15% have been idenrified as a
general benefit component. Therefore, the cost of maintaining the street light unprovements
is allocated as 85% special benefit to properties within these Sub-zones.
Similarly, it has been determined that a portion of the parkway landscape improvements
associated with the Glen, Sonata I and Hovley West Sub-zones provide a general benefit to
properties outside of these Sub-zones. Therefore, 15% of the costs of maintaining these
landscaped areas has been removed from the assessments and will be funded from other
sources. The landscape improvements associated with each of the remaining Sub-zones
provide no measurable general benefit to properties outside the Zone or to the public at
large, and therefore, their specific local landscaping improvements and the corresponding
assessments have been identified 100% as a special benefit to parcels within the Sub-zones.
The property owners in the nine (9) Sub-zones known as The Glen, Hovley Estates, Sonata
I, Sonata II, La Paloma I, Sandpiper Court, Sandpiper West, Hovley West and Hovley
Collection, were balloted in Fiscal Year 2004/2005 for an increase in their ma�mum
assessment rates. In conjuncrion with the assessment increase, the City proposed to renovate
the existing improvements with more water efficient landscaping and modificarions to the
irrigation system.
For seven (7) of the nine (9) Sub-zones balloted, majority protest did not e�st and the City
will move forward with the plans to renovate the improvements in those Sub-zones.
However, majority protest e�sted in Hovley West and Hovley Collection, and the proposed
assessment increase for these two Sub-zones will not be imposed. Without the additional
maintenance funding, the Ciry will not be able to renovate the improvements for these two
Sub-zones, but will continue to maintain the existing improvements at a level of service
compensatory with the available assessment revenues at the e�sting assessment rates. Refer
to the budgets for Zone 6 in Section IV of this Report far specifics regarding the proposed
assessment for the current fiscal year and the maxirnum assessment.
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Consolidated Palm Desert Landscaping and Lighting
l�laintenance�lssessment District
Engineer's Report,Fiscal Year 2007/08
In Fiscal Year 2004/2005 the Palm Court Sub-zone was annexed to Zone 6 through
property owner protest hearing proceedings. Upon conclusion of a noticed Public Hearing,
it was determined that a majority protest did not exist. Upon review of the specific
improvements associated within this Sub-zone, benefit conveyed to other properues or to
the public at large (general benefit) has been determined by comparison to be incidental.
Therefore, the costs of the on-going operation and maintenance of the improvements have
been identified and apportioned 100% as a special benefit to the parcels within the Sub-
zone.
Zone #7 (Waring Court):
Zone 7 consists of Tract 25304, North of Fred Waring Drive and East of Phyllis Jackson
Lane.
These parcels receive special benefit from the ongoing maintenance of landscaped park�vays
along Fred Waring Drive and Phyllis Jackson Lane adjacent to the tract. The improvements
were installed as part of the residential development and it has been determined that the
operation and maintenance of the landscape improvements provide no measurable general
benefit to other properties outside the Zone or to the public at large. Therefore, the local
landscaping improvements associated with this Zone and the costs of providing these
improvements have been idenrified as 100% special benefit to parcels within Zone 7.
Zone #8 (Palm Gate):
Zone 8 consists of the parcels in Tract 24287 located East of Deep Canyon Road, and North
of Fred Waring Drive, on Coral Bells Circle,Daylily Circle,and Moss Rose Drive.
These parcels receive benefit from the maintenance and operarion of local street lighting at
the entrances to the development at the corners of Deep Canyon Road and Coral Bells
Circle, Daylily Circle, and Moss Rose Drive. These parcels also receive special benefit from
the maintenance of the landscaped parkways adjacent to the development on Deep Canyon
Road.
Both the street lighting and landscape improvements identified for this Zone were installed
as part of the residential development and the ongoing maintenance and operation of these
improvements provide special benefit to properties within the Zone. It has been determined
that these improvements were installed and are maintained solely for the benefit of
properties within the Zone and provide no measurable benefit to properties outside the
Zone or to the public at large. Therefore, both the interior tract street lighting and the
parkway (perimeter) landscaping costs have been identified and apportioned 100% as a
special benefit to the parcels within the Zone.
In conjunction with a proposed renovation and upgrade of the e�sting landscape
improvements the properry owners in Zone 8 were balloted in Fiscal Year 2004/05 for an
increase in their ma�mum assessment rates. Majority protest existed and the ma�mum
assessment rate will not be increased over the amount previously approved for the Zone.
MuniFinanczal Page 10
Consolidated Pa1m Desert Landscaping and Lighting
I�faintenance.�ssessment District
Engineer's Repoxt,Fiscal�'ear 2007/08
Since the assessment increase was not approved the City will not move forward with the
proposed renovations, but will continue to maintain the e�sting improvements at a level of
service compensatory with the available assessment revenues. Refer to the budget for Zone 8
in Section IV of this Report for specifics regarding the proposed assessment for the current
fiscal year and the ma�mum assessment.
Zone #9 (The Grove):
Zone 9 consists of the parcels in Tract 24984 South of Goleta Avenue and West of Deep
Canyon Road.
These parcels receive special benefits from the improvements and maintenance of street
lighting at the entrance to the development at the corner of Deep Canyon Road and Royal
Canyon Lane as well as interior street lighting on Kings Canyon Lane, Indian Canyon Lane,
Hazel Canyon Lane, and Royal Canyon Lane. These parcels also receive special benefits
from the improvements and maintenance of parkway landscaping adjacent to the tract on
Deep Canyon Road, and interior landscaping, including an entryway median, parkway
landscaping and palm tree trimming within the public right-of-ways on Royal Canyon Lane
that were installed as part of the residential tract development.
Both the street lighting and landscape improvements identified for this Zone were installed
as part of the residential tract development and the ongoing maintenance and operation of
these improvements provide special benefit to properries within the Zone. It has further
been determined that these improvements were installed and are maintained solely for the
benefit of properties within the Zone and the improvements provide no measurable benefit
to properties outside the Zone or to the public at large. Therefore, both the tract street
lighting and the landscaping costs (parkways and interior landscaping) have been identified
and apportioned 100% as a special benefit to the parcels within the Zone.
As part of the overall landscaping costs for this Zone, specialized maintenance (palm tree
trimming) is budgeted separately as this service is not covered under the regular maintenance
contract the Ciry has with its landscape contractor. However, like other landscape
maintenance within the Zone this service benefits only the properties within the Zone and
has been identified as 100% special benefit.
Zone #11 (Portola Place):
Zone 11 is generally located South of Santa Rosa Way and East of Portola Avenue and
consists of the parcels in Tract 27692.
These parcels receive special benefits from the servicing and maintenance of the landscaped
parkways adjacent to the tract on Portola Avenue and Santa Rosa Way, and interior tract
landscaping on Olive Court installed as part of the residential development.
The developer (D & F Development) was conditioned to form the necessary District Zone
for the public improvements that would be installed as part of subdivision tract 27692. In a
letter to the City dated April 4, 1994, the developer (sole owner of the property at that time)
Mune�'inancaal Page 11
Consolidated Palm Desert Landscaping and Lighting
1�laintenance.lssessment District
Fngineer's Repoxt,Fiscal Year 2007/08
requested inclusion of the parcels within the tract into the District and to be assessed
� annually for the cost of maintaining the improvements. This letter constitutes a 100%
landowner petition pursuant to Article XIIID and supports a position that the assessments
imposed prior to July 1, 1997 weYe exempt fYom the Yequirements of Article XIID.
Although the assessments for these unprovements were identified as exempt in fiscal Year
1997/98 and not subject to the procedural requirements of a protest balloting procedure, the
improvements and the related assessments for this Zone were identified as 100% special
benefit. It has been determined that the ongoing operation and maintenance of the
improvements provide no measurable general benefit to other properties outside the Zone
or to the public at large. Therefore, these improvements, the corresponding assessments and
the annual inflationary adjustment previously approved by landowner petition are in
compliance with the substantive requirements of the proposition. However, any future
increases to the assessments will require properry owner ballot proceedings.
Zone #13 (Palm Desert Country Club):
Zone 13 is located generally South of Hovley Lane East, North of Fred Waring Drive,West
of Warner Trail, and West of Washington and is commonly referred to as the Palm Desert
Country Club area.
The parcels within this Zone receive special benefits from the servicing and maintenance of
entryway landscaping on State Street and Washington Avenue, parkway landscaping along
Fred Waring Drive and local residential street lighting within the Zone.
Parcels within Zone 13 were annexed into the City in Fiscal Year 1994/95. Prior to City
annexation the local improvements within this Zone were assessed and collected by the
County through a County Service Area (CSA). When the properries were annexed to the
Ciry, the City established this territory as Zone 13 within the District and the CSA fund
balance was transferred to the Zone 13 account. For the first two years, the Ciry used the
fund balance to fully cover the annual cost of providing the improvements. In Fiscal Year
1996/97 the remaining fund balance was designated as reserves and the District levied its
first annual assessment for the Zone. Because the reserve fund balance was greater than the
amount typically held in reserves, the Ciry Council determined that a portion of the reserves
would be used each year to offset the annual expenditures thereby allowing the annual
assessments to remain fairly constant and also gradually reduce the reserve fund to normal
levels. In Fiscal Year 1997/98, in compliance with Article XIIID, a property owner ballot
proceeding was conducted to approve the e�sting annual assessment. At that time, the
properry owners approved the proposed assessment amount plus an annual inflation
adjustment. The assessment amount approved by the property owners was based on the
continued policy of utilizing reserve fund contributions to offset the actual expenses for the
Zone.
In Fiscal Year 1999/00, property owners within Zone 13 were re-balloted for an increased
assessment to cover the maintenance costs associated with the new landscaping
improvements to be installed on Fred Waring Drive. Properry owners were balloted for an
amount sufficient to cover the actual Zone expenses, although a portion of the e�sting
Muna�'inancial Pa�e 12
Consolidated Palm Desert Landscaping and Lighting
1�4aintenance Assessment Distxict
Engineer's Report,Fiscal Year 2007/OS
reserves continued to be used to reduce the annual assessments. Refer to the budget for
Zone 13 in Section IV of this Report for specifics regarding the proposed assessment for the
current fiscal year and the maximum assessment.
The street lighting and landscape unprovements assessed within this Zone clearly provide
special benefits to propexties within the Zone. It has been deteYmined that the
improvements were installed and are maintained solely for the benefit of properties within
the Zone and the improvements provide no measurable benefit to properties outside the
Zone or to the public at large. Therefore, both the street lighting and the landscaping costs
(parkways and interior landscaping) have been identified and apportioned 100% as a special
benefit to parcels within the Zone.
Zone #14 (K& B at Palm Desert):
Zone 14 is located generally North of Frank Sinatra Drive,West of Portola Avenue, East of
Monterey Avenue and South of Gerald Ford Drive. The Zone includes the parcels in Tracts
28258 and 28258-1.
The properties within the boundaries of Zone 14 benefit from street lighting within the
development located on Drexell Drive, Heatherwood Drive, Emerson Drive and Jamerson
Road, and Colebridge Street, as well as landscaping associated with the retention basin area
located on Heatherwood Drive and dry well areas within the subdivisions installed by the
developer as part of the residenrial development.
In conjunction with a proposed renovation and upgrade of the existing landscape
improvements, the property owners in Zone 14 were balloted in Fiscal Year 2004/05 for an
increase in their maxirnum assessment rates. Majority protest did not exist, and based on the
approval of the new assessment rate, the City will move forward with the plans to renovate
the improvements with more water efficient landscaping and modificarions to the irrigation
system. Refer to the budget for Zone 14 in Section IV of this Report for specifics regarding
the proposed assessment for the current fiscal year and the maximum assessment.
It has been determined that fifteen percent (15%) of the improvements within the K & B
Sub-Zone are of a general benefit to those properties outside of the Sub-zone. Therefore,
this percentage of the costs of maintaining the Sub-zone has been removed from the
assessment and must be funded from other Ciry funding sources.
Zone #15 (Canyon Crest):
Zone 15 consists of Tract 25102-1 and 25102 generally located east of Deep Canyon Road,
south of the Whitewater River Channel, north of Moss Rose Drive, and west of the Palm
Desert High School. This Zone was established and annexed to the District on March 11,
1999 pursuant to the r�ct and a property owner ballot proceeding.
These parcels receive special benefit from the operarion and maintenance of landscaped
parkways along the east side of Deep Canyon Road from Magnesia Falls (Whitewater River
Muru�'inancial Page 13
Consolidated Palm Desert Landscaping and Lighting
l�faintenance.lssessment District
Engineer's Keport,Fiscal Year 2007/08
Channel), south to the end of the development (appro�mately 100 feet north of
Buttonwood Drive); perimeter landscaping along the Whitewater River Channel (the
northern boundary of the development and District) from Deep Canyon Road eastward to
the western boundary of the development (appro�mately 675 linear feet of the total 1275
feet is landscaped).
The improvements for this Zone were installed as part of the residential developments. It
has been determined that the ongoing operation and maintenance of the landscape
improvements provide no measurable general benefit to other properties outside the Zone
or to the public at large. Therefore, the local landscaping improvements associated with this
Zone and the associated annual costs have been identified as 100% special benefit to parcels
within Zone 15. Refer to the budget for Zone 15 in Section IV of this Report for specifics
regarding the proposed assessment for the current fiscal year and the maxirnum assessment.
Zone #16 (Shepard Lane):
Zone #16 consists of six (6) separate residential subdivisions identified as Sub-zones. These
six Sub-zones are known and identified as College View Estates I (Tract 29444), College
View Estates II (Tract 30087), Sundance West (Tract 30216), Sundance East (Tract 30503),
Petunia l (Tract 30025), and Boulders (Tract 30030). Each of these Sub-zones has specific
local improvements maintained by the District that were installed as part of these residential
developments.
There are several residenrial subdivisions within the area known as Shepherd Lane. The
parcels within each of the six (6) Sub-zones of Zone 16 (Shepard Lane) receive benefit from
various improvements that were installed as part of the separate residential developments
and are specific to each tract and subdivision. Peruneter landscaping for the Shepherd Lane
residenrial developments includes parkway/perimeter landscaping on the west side of
Portola Avenue between Frank Sinatra Dive and Gerald Ford Drive, as well as landscaping
on the north side of Frank Sinatra Drive and the south side of Gerald Ford Drive on either
side of Shepherd Lane. These improvements benefit the properry development within the
Shepherd Lane area and each residential subdivision is assessed a proportional share of the
costs associated with these landscaped areas as well as specific in-tract improvements.
Specific in-tract improvements include:
Sub-Zone College View Estates I:
• This Sub-zone's proportional benefit of parkway/perimeter landscaping along
the west side of Portola Avenue adjacent to the residential subdivision (generally
between Frank Sinatra Dive and Gerald Ford Drive);
• Parkway landscaping along both sides of Shepherd Lane adjacent to the
residential subdivision (generally between Frank Sinatra Dive and Gerald Ford
Drive);
Muna�'inancial Page 14
Consolidated Palm Desert Landscaping and Lighting
Maintenance.�ssessment District
Engineer's Report,Fiscal Year 2007/08
� Streetlights within the residential subdivision and/or adjacent to the subdivision
on both the east and west sides of Shepherd Lane and the west side of Portola
Avenue installed as part of the residential subdivision.
Sub-Zone College View Estates II:
� This Sub-zone's proportional benefit of parkway/perimeter landscaping on both
sides of Shepherd Lane and the west side of Portola Avenue adjacent to the
residenrial subdivision,installed as part of the development of properries therein;
• Street lights within and adjacent to the residenrial subdivision.
Sub-Zone Sundance West:
� Two landscape easements located on the west side of Shepherd Lane at
Kokopelli Circle.
• Two landscape easements located on the west side of Shepherd Lane at Chinook
Circle.
• Parkway landscaping along Shepherd Lane adjacent to the residential subdivision.
Specifically the parkway area on the west side of Shepherd Lane which extends
the length of Tract 30216;
� Streetlights within the residential subdivision and/or adjacent to the subdivision
on both the east and west sides of Shepherd Lane and the west side of Portola
Avenue installed as part of the Yesidenrial subdivision.
Sub-Zone Sundance East:
• This Sub-zone's proportional benefit of perimeter/parkway landscaping on the
west side of Portola Avenue between Frank Sinatra Dive and Gerald Ford Drive
associated with the development;
• Parkway landscaping on Shepherd Lane adjacent to the residential development
installed as part of the development of properties therein.
• Street lights within and adjacent to the residential subdivision.
Sub-Zone Petunia l:
• Three landscape easements identified as the parkway landscaping on the east side
of Shepherd Lane adjacent to the tract north and south of East Petunia Place and
the parkway landscaping easement on the west side of Portola Avenue adjacent
to the tract.
• Two landscape easements identified as the parkway landscaping on the west side
of Shepherd Lane adjacent to the tract north and south of West Petunia Place.
MunaFinancia! Page 15
Consolidated Palm Desert Landscaping and Lighting
i�faintenance.lssessment District
Engineer's Report,Fiscal Year 2007/08
Sub-Zone The Boulders:
• Parkway landscaping on Shepherd Lane adjacent to the residential development
installed as part of the development of properties therein;
• This Sub-zone's proportional benefit of parkway/perimeter landscaping on the
west side of Portola Avenue between Frank Sinatra Dive and Gerald Ford Drive,
as well as landscaping on the north side of Frank Sinatra Drive and the south
side of Gerald Ford Drive on either side of Shepherd Lane.
• Street lights within and adjacent to the residential subdivision.
It has been determined upon review of the specific improvements, that a portion of the
street lighting and parkway landscape unprovements associated with the College View
Estates I, College View Estates II, Sundance East, and Petunia l Sub-zones provide some
general benefit to properties outside of these Sub-zones. These improvements include the
parkway/perimeter maintenance along Portola Avenue. A portion of the maintenance costs
up to 15% have been idenrified by the City as a general benefit component and has been
removed from the assessments and will be funded from other sources. The improvements
associated with the remaining Sub-zones provide no measurable general benefit to properties
outside the Zone or to the public at large, and therefore, their specific local landscaping
improvements are allocated 100% as special benefit to parcels within the Sub-zones.
Munz�'inc�nczal Page 16
Consolidated Palm Desext Landscaping and Lighting
1�faintenance��ssessment District
Engineer's Report,Fiscal Year 2007/08
� III. Method of Apportionment
A. General
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of
providing certain public improvements which include the construction, maintenance and
servicing of public lights, landscaping and appurtenant facilities. The 1972 Act further requires
that the cost of these improvements be levied according to benefit rather than assessed value:
`The net amount ta Ge asses.red upon lands �arithin an a.rse.r.rment district may be appartioned Gy any
formula or method zvhich fairly di.rtribute.c the net amount among all a.rse.csable lots or parcels in
j�ropartzon to the e.rtimated ben�t.r to be received f�y each such lot orparcel from the improvement.r."
The formula used for calculating assessments in each Zone of the District therefore reflects the
composition of the parcels, and the improvements and services provided, to fairly apportion the
costs based on estimated benefit to each parcel.
In addition, pursuant to Article XIIID Section 4 a parcel's assessment may not exceed the
reasonable cost of the proportional special benefit conferred on that parcel and provides that
only special benefits are assessable and the District must separate the general benefits from the
special benefits. Therefore, in compliance with the new assessment requirements only
assessments that are identified as either "Exempt Assessments" or "Special Benefit
Assessments" are assessed. The costs of any improvements considered to be "General Benefit"
have been eluninated from the District assessments.
B. Benefit Analysis
Each of the proposed improvements, the associated costs and assessments has been carefully
reviewed by the City and has been identified and allocated based on benefit pursuant to the
provisions of the 1972 Act and Article XIIID of the California Constitution. Each improvement
and the associated costs have been identified as either "general benefits" or "special benefits".
Although some e�sting assessments within the District qualified as exempt assessments
pursuant to Arricle XIIID, Section 5 of the Constitution and did not require a ballot proceeding
under the provisions of Section 4, the improvements associated with these assessments are
considered a special benefit to the assessed properties and are in compliance with the substantive
requirements of Article XIIID Section 4. The ma�mum assessment rates shown in this report
are consistent with the provisions of Article XIIID and any new or increased assessments shall
be subject to the provisions of Section 4 therein.
Special Benefits
The method of apportionment (or method of assessment) is based on the premise that each of
the assessed parcels within the District and Zones receives benefit from the impxovements
maintained and financed by District assessments. Specifically, the assessments associated with
each Zone are for the maintenance of local strcet lighting and landscaped improvements
MuniFinancial Page 17
Consolidated Palm Desert Landscaping and Lighting
l�laintenance�lssessment District
Engineer's Report,Fiscal Year 2007/08
installed as part of the original development of the parcels within the Zones oY were later
installed fox the benefit of those propexties. The desirabiliry and secuYity of properties within
each Zone is enhanced by the presence of street lighting and well-maintained landscaping in
close proximity to those properties.
The landscape improvements provided by the District may include landscaped medians,
parkways, entryways, slopes and appurtenant facilities. Street lighting improvements may include
energy costs and necessary maintenance to the facilities related thereto. The annual assessments
outlined in this Report are proposed to cover the estimated costs to provide necessary service,
operation, administration, and maintenance required each year to keep these improvements in a
healthy,vigorous,and satisfactory condition.
The special benefits associated with the local landscaping improvements are specifically:
• Enhanced desirabiliry of properties through association with the improvements.
� Improved aesthetic appeal of properties within the Zones providing a positive representation
of the area.
• Enhanced adaptation of the urban environment within the natural environment from
adequate green space and landscaping.
• Environmental enhancement through improved erosion resistance, and dust and debris
control.
• Increased sense of pride in ownership of property within the District resulting from well-
maintained improvements associated with the properties.
� Reduced criminal activity and property-related crimes (especially vandalism) against
properties in the District through well-maintained surroundings and amenities including
abatement of graffiti.
• Enhanced environmental quality of the parcels within the Zones by moderating
temperatures,providing oxygenation and attenuating noise.
The special benefits of street lighting are the convenience, safety, and security of property,
improvements, and goods. Specifically:
• Enhanced deterrence of crime and the aid to police protection.
• Increased nighttime safety on roads and highways.
• Improved abiliry of pedestrians and motorists to see.
• Improved ingress and egress to property.
• Reduced vandalism and other criminal acts and damage to improvements or properry.
• Improved traffic circulation and reduced nighttime accidents and personal properry loss.
• Increased promotion of business during nighttime hours in the case of commercial
properties.
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Consolidated Pa1m Desert Landscaping and Lighting
�ti7aintenance��ssessment District
Engineer's Report,Tiscal�'ear 2007/08
The preceding special benefits contribute to a specific enhancement and desirability of each of
the assessed parcels.
General Benefits
Prior to the passage of Proposition 218, some of the District assessments included maintenance
of landscaped medians on various arterial streets within the Ciry. However, since the
maintenance of most arterial medians within the City were funded by the City's General Fund,it
was determined that the existing assessments for these improvements were not a special benefit
and in Fiscal Year 1997/98 the District assessments related to arterial medians were eliminated.
In addition, any improvement and the associated costs that are considered a general benefit to
properties outside the respective 'Lones or to the public at large have been identified and
eliminated from the annual assessments. In making this determination it should be noted that
parkway, perimeter landscaping and interior landscaping within the City is either funded and
maintained by individual properry owners or through some rype of association, except those
maintained and funded through a special District. The Ciry does not usually maintain these rypes
of improvements from General Fund Revenues and like other similar improvements within the
City, the ongoing maintenance of these improvements are a special benefit to the properties
associated with the improvements.
C. Assessment Methodology
Pursuant to the 1972 Act, the costs of the District may be apportioned by any formula or
method that fairly distributes the net amount to be assessed, among assessable parcels in
proportion to the estimated benefits to be received by each such parcel from the improvements.
The apportionment of costs used for each Zone should reflect the composition of the parcels,
and the improvements and services provided based on each parcel's estimated special benefit.
Equivalent Benefit Units: To assess benefits equitably, it is necessary to relate the different
type of parcel unprovements to each other. The Equivalent Benefit Unit method of assessment
apportionment uses the single-family home as the basic unit of assessment.A single family home
equals one Equivalent Benefit Unit (EBU). Every other land use is converted to EBUs based on
an assessment formula that equates the property's specific development status, type of
development (land use), and size of the properry, as compared to a single-family home (SFR).
The EBU method of apportioning benefit is typically seen as the most appropriate and equitable
assessment methodology for districts formed under the 1972 Act, as the benefit to each parcel
from the improvements are apportioned as a function of land use rype, size and development.
Assessed parcels within 7ones 2, 3, 4, 5, 6, 7, 8, 9, 11, 14, 15 and 16 are single-family residential
parcels and the application of the EBU method of spread results in an equal assessment.
MuniFinancia! Pc�ge 19
Consolidated Palm Desert Landscaping and Lighung
�laintenance.lssessment District
Engineer's Report,Fiscal Year 2007/08
The following table reflects the various property types and applicable EBUs that may be applied
to properties within Zone 13.
LAND USE /EQUIVALENT BENEFIT UNITS (Zone 13)
Land EBU
Use Type Multiplier to
Property Type Code Factor Calculate EBU
Commercial COM 6.00 Acxeage
Residenrial and Commercial Vacant �'1�C 0.30 1lcreage
Single Family Residential SFR 1.00 Units
Condomiruums CON 0.80 Units
Single Faxnily Vacant Lot SFV 1.00 Lot
Exempt NON 0.00 Parcels
Exempt parcels include easements and landscaped areas or common areas.
The benefit formula applied to parcels in each Zone is based on the preceding Equivalent
Benefit Unit (EBU) tables. Each parcePs EBU correlates the parcel's special benefit received as
compared to the other parcels in the Zone.
Parcel Type EBUx Acres or Units = Parcel EBU
Total Balance to Levy in Zone/Total EBU in Zone = Levy per EBU
Levy per EBUx Parcel EBU= Parcel Levy Amount
D. Assessment Range Formula
Any new or increase in assessments, require certain noticing and meering requirements by law.
The Brown Act defines the terms "new or increased assessment" to exclude certain conditions.
These certain conditions included "any assessment that does not exceed an assessment formula
or range of assessments previously adopted by the agency or approved by the voters in the area
where the assessment is imposed." This definirion was later confirmed by Senate Bill 919 (the
Proposition 218 implementing legislation).
An assessment range formula for the District assessments has been confirmed through properry
owner ballot proceedings in compliance with Article XIIID, except those e�sting assessments
within the District which qualified as exempt assessments pursuant to Article XIIID, Section 5
of the Constituuon and did not require a ballot proceeding under the provisions of Section 4.
The assessment range formula shall be applied to the future assessments within the District. The
following describes this assessment range formula:
Mum�'inancial Page 20
Consolidated Palm Desert Landscaping and Lighung
Maintenance r�ssessment District
Engineer's Repart,Fiscal Yeax 2007/08
Wherein, if the proposed assessment (levy per unit or rate) is less than or equal to, the
prior year's ma�mum assessment plus the adjustments described in the following, then
the proposed assessment is not considered an increased assessment. The purpose of
establishing an assessment range formula is to provide for reasonable increases and
inflationary adjustment to the assessment amounts without requiring costly noticing and
mailing procedures,which would be added to the District costs and assessments.
If the proposed assessment is less than the ma�mum assessment approved in the
previous fiscal year adjusted by a percentage no greater than three percent (3.0%), or the
annual percentage increase of the Consumer Price Index (CPI),whichever is the lesser of
the two, the assessment shall not be consideYed as an increase.
Each year the City shall compute the percentage difference between the CPI on January
1, of each year and the CPI for the previous January 1, or a similar time period, as
determined by the Bureau of Labor Statistics for all urban consumers for the Los
Angeles, Anaheun, and Riverside Area. This percentage difference shall then establish
the range of increased assessments allowed based on CPI. Should the Bureau of Labor
Statistics revise such index or discontinue the preparation of such index, the City shall
use the revised index or comparable system as approved by the City Council for
determining fluctuations in the cost of living.
If CPI is less than three percent (3.0%), then the allowable adjustment to the ma�mum
assessment for each Zone may be by CPI, or a lesser percentage. If CPI is greater than
three percent (3.0%), then the allowable adjustment to the proposed assessment for each
Zone may be three percent (3.0%), or a lesser percentage. The fact that an assessment
range formula is adopted for District assessments does not require that the adjustment
be applied each year, nor does it restrict the assessments to the adjustment amount. If
the budget and assessments for a given Zone do not require an increase or the increase is
less than the allowable adjustment then the required budget and assessment shall be
applied. If the budget and assessments for a given Zone require an increase greater than
the allowable adjustment then the proposed assessment is considered an increased
assessment and mailed notices, as well as properry owner protest ballots are required by
Article XIIID to impose the assessment increase.
For Fiscal Year 2007/08, the Bureau of Labor Statistics has established CPI at 3.2% for the
January 2006 to January 2007 period. Therefore, the previous maximum assessment for each
Zone within the District has been adjusted by 3.0% to establish the current maxirnum
assessment allowed.
Muna�'inancial Pa�qe 21
Consolidated Palm Desert Landscaping and Lighting
1�luntenance�lssessment District
F,ngineer's Report,Fiscal Yeax 2007/08
IV. DISTRICT BUDGETS
A. Description of Budget Items
The following describes the services and costs that are funded through the District, shown in
the District Budgets.
DIRECT COSTS:
Maintenance Costs — Includes contracted labor, material and equipment required to
properly maintain the landscaping, irrigation systems, drainage systems, fencing, and entry
monuments within the Zone.
Landscape Utilities— Includes uriliry costs for water required to irrigate landscaped areas
and the utility costs for electricity required to run irrigation systems and ornamental lighting
for landscaped areas.
Landscape Extras — Includes the replacement of any materials and equipment needed to
make repairs to irrigation systems.
Tree Pruning — Includes the cost of trirmning and pruning trees located within the
landscaped aYea.
Street Lighting—Utiliry costs for electriciry required to operate streetlights, as well as the
maintenance of the streetlights.
Specictl District Services—These are services provided to a specific Zone that are outside
the normal maintenance services provided by the District. These costs and services may
include,but are not limited to the following:
• Specialized maintenance and equipment necessary for landscaped areas and appurtenant
facilities associated with dry wells,retention basins and detention basins within the Zone.
• The additional cost of contracted labor, material and equipment required for triinining
trees in the public right of way and landscaped areas.
Maintenance Repairs — This item includes repairs that are generally unforeseen and not
normally included in the yearly maintenance contract costs. This may include repair of
damaged amenities due to vandalism, storms, frost, etc. Also included may be planned
upgrades that provide a direct benefit to the Zone. These upgrades could include replacing
plant materials and/or renovation of irrigarion or lighting systems.
Mum�'inancial Page 22
Consolidated Palm Desext Landscaping and Lighting
bZaintenance Assessment District
Engineer's Report,Fiscal Year 2007/08
ADMINISTRATION COSTS:
District Administration — The cost to particulat departments and staff of the City, for
providing the coordination of District services and operauons, response to public concerns
and education, as well as procedures associated with the levy and collecrion of assessments.
This item also includes the costs of contracting with professionals to provide administrative,
legal or engineering services specific to the District including required notices, mailings or
property owner protest ballot proceedings.
County Administration Fee — This is the cost to the Zone for the County to collect
Distxict assessments on the property tax bills.
County Per Parcel Fee — This is the cost to each Zone for the Counry to collect
assessments on the properry tax bills. This charge is on a per assessment basis and is
currently esrimated at $0.16 per assessment. This cost is in addition to the County
Administration Fee.
Note:- The administrative ca.rt.r of the District are borne by each Zone in proportion to the aggregate cost,r of
the entire Di.rtrict. Co.rts related to direct administration are ident�ed as exempt,general and s�ecial benefit.c
in the .came proportion a.r the /�enefit finding for the Direct Service costs. All cost.r related to the levy of
asse.r.rment.r such a.c county fee.r and contract admini.rZratian are af�plied to each Zone regardle.r.r of any benefit
finding.r (na general benefit).
LEVY BREAKDOWN:
Reserve Collection/(Transfer�—The Reserve Account item is provided for collection by
the District of funds to operate the Zone from the time period of July 1 (beginning of the
fiscal year) through appro�mately January when the Counry provides the City with the first
installment of assessments collected from the property tax bills. Negative amounts shown
for these budget items are transfers fxom the reserve fund that are used to reduce the
Balance to Levy. The Reserve Fund eliminates the need for the City to transfer funds from
non-District accounts.
Other Revenues /General Fund Contribution — This item includes additional funds
designated for the Zone that are not from District assessments.These funds are added to the
Zone account to reduce assessments, and may be from either non-District or District
sources including City General Fund Contributions and intexest earnings.
Bctlunce to Levy — This is the total amount to be collected for the current fiscal year
through assessments (for special benefits) or from other revenue sources (for general
benefits). The Balance to Levy represents the sum of Total Direct and Administration Costs,
the Reserve Account/Other Revenue Source, the Beginning Balance, and the Contribution
Replenishment. Only those costs related to the improvements identified as special benefits
ate levied and collected on the tax toll.
MuniFinanczal � Page 23
Consolidated Palm Desert Landscaping and Lighting
1�laintenance:�ssessment Distxict
Engineer's Report,Fiscal Year 2007/08
DISTRICT STATISTICS:
7'otdl Pat'Cels—The total number of parcels within the Zone boundary.
Total Parcels Levied— The total number of parcels within the Zone that are assessed.
Non-assessable lots or parcels may include parcels of land principally encumbered by public
right-of-ways, easements, common areas, and/or parcels within the boundaries of the Zone
that currently do not benefit from the improvements due possibly to development
restrictions.
Total Equivalent Benefit Untts �EBU� — Equivalent Benefit Unit (EBU) is a numeric
value calculated for each parcel based on the parcel's land use and size. The EBU shown in
the Zone budget, (Section IV B), represents the sum total of the parcel EBUs that receive
special benefits from the improvements.
Levy�ier EBU—This amount represents the rate being applied to each parcel's individual
EBU. The Levy per Equivalent Benefit Unit is the result of dividing the total Balance to
Levy, by the sum of the Zone EBUs, for the fiscal year.
Munz�'inanciAl
Page 24
B. District Budgets
TABLE IV ZONE 2 CANYON COVE
ZONE 02 CANYON COVE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $26,522 $1,989 $24,533
Landscape Utilities 33,948 2,546 31,402
1 964 147 1,817
Landscape Extxas (Repairs/Matexials/Equiptnent) �
Tree Pruning 9,366 702 8,664
Street Lighting 264 20 244
Special District Services � � �
I�Zaintenance Repairs � � �
Total Direct Costs $72,0G4 $5,405 $66,659
ADMINISTRATION COSTS
District Administration $7,395 $555 $6,840
County Adininistration Fee 25 2 23
Counry Per Parcel Fee 36 3 33
Administration Costs(Subtotal) $7,456 $560 $6,896
LEVY BREAKDOWN
Total Ditect and Admin. Costs $79,520 $5,964 $73,556
Reserve Collection/(Txansfers) � � �
Othex Revenues/Genexal Fund Contribution (58,605) (5,964) (52,641)
Balance to Levy � � �
DISTRICT STATISTICS $20,915 $0 $20,915
Total Parcels 225
Total Parcels Levied 222
Total Equivalent Benefit Units 222.00
Levy per EBU $94.20
RESERVE INFORMATION
Beginning Reserve Balance �
Reserve�ccount Activity �
�nticipated Reserve Balance �
ASSESSMENT INFORMATION
1�laxixnum�ssessment Rate Priox Year 2006/07 $91.4679
Maximum Assessment Rate FY 2007/08 $94.2119
CPI Applied: 3.00°/a
MuniFinancial Page 25
TABLE IV ZONE 3 VINEYARDS
ZONE 03 VINEYARDS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
1�4aintenance Costs $3 182 $�
Landscape Utilities $3,182
1,166 0 1,166
Landscape Extras (Repairs/1�laterials/Equipment) 1 060 0 1,060
Tree Pruning '424 �
Street Lighting 424
742 0 742
Special District Services 0 0
:�laintenance Repairs �
� 0 0
Total Direct Costs $G,574 $p $G,574
ADMINISTRATION COSTS
District.�dininistration $1,669 $p
County��dministration Fee $1>669
25 0 25
County Per Parcel Fee 21 0 21
Administration Costs�Subtotal� $1,715 $0 $1,715
LEVY BREAKDOWN
Total Direct and Admin. Costs $8 289 $�
$8,289
Reserve Collection/(Transfers) �3g � �38
Other Revenues/General Fund Contribution � � �
Balance to Levy $9,027 $0 $9,027
DISTRICT STATISTICS
Total Parcels
Total Paxcels Levied
147
132
Total Equivalent Benefit Units 133.2
Levy per EBU $G7.76
RESERVE INFORMATION
Beginning Reserve Balance 3,561
Reserve��ccount l�ctivity ,738
:�nticipated Reserve Balance 4�2��
ASSESSMENT INFORMATION
1�laximum�ssessment Rate Prior Year 2006/07 $65.7964
Maximum Assessment Rate FY 2007/08 $67.7702
CPI��pplied: 3.00%
MuniFinanclal
Pa�e 26
TABLE IV ZONE 4 PARKVIEW ESTATES
ZONE 04 PARKVIEW ESTATES
Total General Special
Budget Benefit Benefit
DIRECT COSTS
1�laintenance Costs $� $� $�
Landscape Utilities � � �
Landscape Extras (Repa�s/l�laterials/Equipment) 0 0 0
Tree Pruning � � �
Street Lighting 2,652 265 2,387
Special Distsicz Services � � �
1�laintenance Repair � � �
Total Direct Costs $2,652 $265 $2,387
ADMINISTRATION COSTS
District�dministrarion $1,502 $150 $1,352
County:�dministration Fee 25 2 23
County Per Parcel Fee 28 3 25
Administration Costs(Subtotal) $1,555 $155 $1,400
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,207 $420 $3,787
Reserve Collection/(Transfers) 2�1 2� 2�2
Othex Revenues/General Fund Contribution (449) (449) 0
Balance to Levy $4,049 $0 $4,049
DISTRICT STATISTICS
Total Paxcels 175
Total Parcels Levied 1�2
Total Equivalent Benefit Units 172.00
Levy per EBU $23.54
RESERVE INFORMATION
Beginning Reseive Balance 1,707
Reserve'�ccount�ctivity 2�1
�nticipated Reserve Balance 1'��g
ASSESSMENT INFORMATION
1��a�mum�ssessment Rate Priox Yeax 2006/07 $22'g��2
Maximum Assessment Rate FY 2007/08 $23.5655
CPI�pplied: 3.00%
Munz�'inanczal Page 27
TABLE IV ZONE 5 DESERT MIRAGE
ZONE 05 DESERT l�1IRAGE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�laintenance Costs $5,856 $g�g $4��g
Landscape Utilities 1,500 225 1,275
Landscape Extras (Repairs/Materials/Equipment) 584 88 496
Txee Pruning 1,380 207 1,173
Street Lighting 476 71 405
Special District Services � 0 O
�Zaintenance Repaixs � � O
Total Direct Costs $9,796 $1,469 $g,327
ADMINISTRATION COSTS
District.�dministration $1,478 $222 $1,256
County Administration Fee 11 2 q
County Per Parcel Fee 7 1 6
Administration Costs(Subtotal)
$1,496 $225 $1,271
LEVY BREAKDOWN
Total Direct and Admin. Costs $11,292 $1,694 $9,59g
Reserve Collection/(Transfers) 1,000 150 850
Other Revenues/General Fund Contribution (1,844) (1,844) p
Balance to Lery $10,448 $0 $10,448
DISTRICT STATISTICS
Total Paxcels 2�
Total Paxcels Levied 2�
Total Equivalent Benefit Units 29.00
Levy per EBU $360.26
RESERVE INFORMATION
Beginning Reserve Balance 2�2
Reserve,�ccount l�ctivity 1,000
:�nticipated Reserve Balance 1�2�2
ASSESSMENT INFORMATION
:�laxitnum�ssessment Rate Prior Year 2006/07 $3�2���8
Maximum Assessment Rate FY 2007/08 $404.7897
CPI,� lied: 3.00°/a
Munz1G'inancial
Page 28
TABLE IV ZONE 5 SANDCASTLES
ZONE 05 SANDCASTLES
Total Genetal Special
Budget Benefit Benefit
DIRECT COSTS
i�7aintenance Costs $� $� $�
Landscape Utilities � � �
Landscape Extxas (Repairs/�Taterials/Equipment) 0 0 �
Tree Pruning � � �
Street Lighting 1,166 0 1,166
Special District Services � � �
l�faintenance Repairs � � �
Total Direct Costs $1,166 $0 $1,166
ADMINISTRATION COSTS
District�dininistration $816 $0 $816
County�dministration Fee 25 0 25
County Per Parcel Fee � � �
Administration Costs(Subtotal) $847 $0 $847
LEVY BREAKDOWN
Total Direct and Admin. Costs $2,013 $0 $2,013
Reserve Collecrion/(Transfexs) 255 0 255
Other Revenues/General Fund Contribution 0 0 0
Balance to Levy $2,269 $0 $2,269
DISTRICT STATISTICS
Total Parcels 41
Total Parcels Levied 41
Total Equivalent Benefit Units 41.00
Levy per EBU $55.32
RESERVE INFORMATION
Beginning Reserve Balance 343
Reserve?�ccount:�ctivity 255
:�nticipated Reserve Balance 5�g
ASSESSMENT INFORMATION
bla�mum�ssessment Rate Prior Year 2006/07 $53.7848
Maximum Assessment Rate FY 2007/08 $553983
CPI� lied: 3.00%
MuniFinancial Page 29
TABLE IV ZONE 5 PRIMROSE 2
ZONE 05 PRIMROSE 2
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�laintenance Costs $2,280 $0 $2,280
Landscape Utilities 796 0 796
Landscape Extras (Repairs/�latexials/Equipment) 396 0 396
Tree Pruning 476 0 476
Street Lighting 158 0 158
Special District Services 0 0 0
lllaintenance Repairs 0 0 0
Total Direct Costs $4,106 $0 $4,10G
ADMINISTRATION COSTS
District�-�dininistration $1,131
$0 $1,131
County��dministration Fee 25 0 25
County Pex Parcel Fee 6 0 6
Administration Costs�Subtotal� $1,1G2 $0 $1,162
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,268 $0 $5,268
Reserve Collection/(Txansfers) 150 0 0
Other Revenues/General Fund Contribution 0 0 0
Balance to Levy $5,418 0 $5,268
DISTRICT STATISTICS
Total Parcels 3�
Total Parcels Levied 3�
Total Equivalent Benefit Units 37.00
Levy per EBU $146.42
RESERVE INFORMATION
Beginning Reserve Balance 1,696
Reserve�ccount�ctivity 150
�nticipated Reserve Balance 1,846
ASSESSMENT INFORMATION
�faxitnum�ssessment Rate Prior Year 2006/07 $180.9512
Maximum Assessment Rate FI'2007/08 $186.3797
CPI.-lpplied: 3.00%
MuniFinancial Page 30
TABLE IV ZONE G HOVLEY LANE MONTEREY MEADOWS
ZONE 06 MONTEREY MEADOWS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�faintenance Costs $844 $0 $844
Landscape Utilities 334 0 334
Landscape Extras (Repairs/1�laterials/Equipment) 370 0 370
Txee Pruning 456 0 456
Street Lighting 424 0 424
Special District Services 0 0 0
l�laintenance Repairs 0 0 0
Total Direct Costs $2,428 $0 $2,428
ADMINISTRATION COSTS
District�dmuustration $894 $0 $894
Counry�dininistration Fee 25 0 25
County Pex Parcel Fee 6 0 6
Administration Costs(Subtotal) $925 $0 $925
LEVY BREAKDOWN
Total Direct and Admin. Costs $3,353 $0 $3,353
Reserve Collection/(Transfers) 415 0 415
Other Revenues/Genexal Fund Contribution 0 0 0
Balance to Levy $3,768 0 $3,768
DISTRICT STATISTICS
Total Paxcels 40
Total Paxcels Levied 40
Total Equivalent Benefit Units 40.00
Levy per EBU $94.20
RESERVE INFORMATION
Beginning Reserve Balance 1,554
Reserve Account�cuvity 415
Anticipated Reserve Balance 1,969
ASSESSMENT INFORMATION
�1a�xnum.�ssessment Rate Prior Year 2006/07 $91.4683
Maximum Assessment Rate FY 2007/08 $94.2123
CPI,�pplied: 3.00%
Muna�'inanczal Page 31
TABLE IV ZONE 6 HOVLEY LANE THE GLEN
ZONE 06 THE GLEN
Total General Special
Budget Benefit Bene�t
DIRECT COSTS
�faintenance Costs $2,100 $315 $1,785
Landscape Utilities 874 130 744
Landscape Extras (Repairs/i�laterials/Equipment) 424 64 360
Txee Pruning 734 110 624
Street Lighting 0 0 0
Special District Services 0 0 0
�laintenance Repairs 0 0 0
Total Direct Costs $4,132 $G19 $3,513
ADMINISTRATION COSTS
District,�dmuustxation $904 $136 $768
County�dmiiustxation Fee 2 p 2
County Pex Parcel Fee 3 0 3
Administration Costs(Subtotal� $909 $136 $773
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,041 $755 $4,286
Reserve Collection/(Transfers) 645 98 547
Other Revenues/General Fund Contxibution (853) (853) 0
Balance to Levy $4,833 $0 $4,833
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $302.06
RESERVE INFORMATION
Beginning Reserve Balance 710
Reserve l�ccount rlcuvity 645
.�nticipated Reserve Balance 1,355
ASSESSMENT INFORMATION
�1a�mum�ssessment Rate Prior Year 2006/07 $293.3176
Maximum Assessment Rate FI'2007/08 $302.1171
CPI�lpplied: 3.00%
Munz�'inancial Page 32
TABLE IV ZONE G HOVLEY LANE HOVLEY ESTATES
ZONE 06 HOVLEY ESTATES
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�iaintenance Costs $2,704 $0 $2,704
Landscape Utilities 1,124 0 1,124
Landscape Extras (Repairs/1�latexials/Equipment) 476 0 476
Txee Pruning 608 0 608
Stxeet Lighting 158 0 158
Special District Services 0 0 0
Maintenance Repa�s 0 0 0
Total Direct Costs $5,070 �� $5,070
ADMINISTRATION COSTS
District 1�dministration $953 $0 $953
County�dinuustration Fee 2 � 2
County Per Paxcel Fee 3 0 3
Administration Costs(Subtotal) $957 $� $957
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,027 $0 $6,027
Reserve Collection/(Transfers) 775 0 775
Other Revenues/General Fund Contribution 0 0 0
Balance to Levy $6,803 $0 $6,803
DISTRICT STATISTICS
Total Paxcels 1�
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $425.18
RESERVE INFORMATION
Beginning Reserve Balance 2,357
Reserve�lccount:�ctivity 775
Anticipated Reserve Balance 3,132
ASSESSMENT INFORMATION
�laxitnum.�ssessment Rate Prior Year 2006/07 $413.1357
Maximum Assessment Rate FY 2008/09 $425.5297
CPI�lpplied: 3.00°/a
MuniFinancial Pc�ge 33
TABLE IV ZONE G HOVLEY LANE SONATA I
ZONE OG SONATA I
Total General Special
Budget Benefit Benefit
DIRECT COSTS
1�laintenance Costs $2,556 $384 $2,172
Landscape Utilities 1,062 158 904
Landscape Extxas (Repairs/1�4aterials/Equipment) 476 72 404
Txee Pruning 630 95 535
Street Lighting 158 24 134
Special District Services 0 0 0
l�laintenance Repairs 0 0 0
Total Direct Costs $4,882 $732 $4,150
ADMINISTRATION COSTS
District�dministration $963 $144 $819
County�dininistration Fee 2 p 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) $968 $144 $824
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,850 $876 $4,974
Reserve Collection/(Transfexs) 751 114 637
Other Revenues/General Fund Contribuuon (990) (990) 0
Balance to Levy $5,611 $0 $5,611
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $350.66
RESERVE INFORMATION
Beginning Reserve Balance 365
Reserve I�ccount�ctivity 751
�nticipated Reserve Balance 1,116
ASSESSMENT INFORMATION
l�Iaxirnum.3ssessment Rate Priox Year 2006/07 $340.7399
Maximum Assessment Rate FI'2007/08 $350.9621
CPI��pplied: 3.00%
Munz�'inancial Page 34
TABLE IV ZONE 6 HOVLEY LANE SONATA II
ZONE 06 SONATA II
Total General Special
Budget Benefit Benefit
DIRECT COSTS
l�laintenance Costs $4,918 $0 $4,918
Landscape Utilities 2,048 0 2,048
Landscape Extras (Repairs/1�latexials/Equipment) 582 0 582
Txee Pruning 1,546 0 1,546
Street Lighting 264 0 264
Special District Services 0 0 0
�Zaintenance Repairs 0 0 0
Total Direct Costs $9,358 $0 $9,358
ADMINISTRATION COSTS
District Administration $1,685 $0 $1,685
County�dininistration Fee 2 � 2
County Per Parcel Fee 19 0 19
Administration Costs(Subtotal� $1,706 $0 $1,70G
LEVY BREAKDOWN
Total Direct and Admin. Costs $11,064 $0 $11,064
Reserve Collection/('I'ransfers) 1,410 0 1,410
Other Revenues/Genexal Fund Contribution 0 0 0
Balance to Levy $12,474 $0 $12,474
DISTRICT STATISTICS
Total Parcels 94
Total Parcels Levied 94
Total Equivalent Benefit Units 94.00
Levy per EBU $132.70
RESERVE INFORMATION
Beginning Reserve Balance 3,895
Reserve�ccount��ctivity 1,410
Anticipated Reserve Balance 5,305
ASSESSMENT INFORMATION
l�Sa�cixnum�ssessment Rate Prior Year 2006/07 $128.9630
Maximum Assessment Rate FI'2007/08 $132.8319
CPI�pplied: 3.00%
Munz�'inancial Page 35
TABLE IV ZONE G HOVLEY LANE HOVLEY COLLECTION
ZONE OG HOVLEY COLLECTION
Total General Special
Budget Bene�t Benefit
DIRECT COSTS
i�laintenance Costs $1,770 $0 $1,770
Landscape Utilities 1,272 0 1,272
Landscape Extras (Repairs/1�laterials/Equipment) 106 0 106
Tree Pruning 318 0 318
Street Lighting 264 0 264
Special District Services p � �
1�laintenance Repairs 0 0 0
Total Direct Costs $3,730 $0 $3,730
ADMINISTRATION COSTS
District�-�dministration $1,466 $0 $1,466
County�dministration Fee 2 � �
County Per Parcel Fee g � 8
Administration Costs(Subtotal) $1,476 $0 $1,47G
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,206 $0 $5,206
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribuuon p � �
Balance to Levy $5,206 $0 $5,206
DISTRICT STATISTICS
Total Parcels 38
Total Parcels Levied 38
Total Equivalent Benefit Units 38.00
Levy per EBU $137.00
RESERVE INFORMATION
Beginning Reserve Balance 1,046
Reserve 1-�ccount��ctivity� �
��nticipated Reserve Balance 1,046
ASSESSMENT INFORMATION
�fa�mum Assessment Rate Prior Year 2006/07 $133.1642
Maximum Assessment Rate FI'2007/08 $137.1591
CPI�pplied: 3.00%
Muni�'inanczal � Page 3G
TABLE IV ZONE 6 HOVLEY LANE LA PALOMA I
ZONE OG LA PALOMA I
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�laintenance Costs $2,570 $0 $2,570
Landscape Utilities 1,070 0 1,070
Landscape Extxas (Repairs/1�laterials/Equipment) 476 0 476
Tree Pruning 476 0 476
Street Lighting 158 0 158
Special Distxict Services 0 0 0
�laintenance Repa�s 0 0 0
Total Direct Costs $4,750 $0 $4,750
ADMINISTRATION COSTS
District�ldininistration $953 $0 $953
County:�dministration Fee 2 � 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) $957 $0 $957
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,707 $0 $5,707
Reseive Collection/(Transfexs) 735 0 735
Othex Revenues/Genexal Fund Contribution 0 0 0
Balance to Levy $6,443 $0 $6,443
DISTRICT STATISTICS
Total Parcels 1�
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $402.66
RESERVE INFORMATION
Beginning Reserve Balance 1,930
Reserve��ccount�ctivity 735
�nticipated Reseive Balance 2,665
ASSESSMENT INFORMATION
�laxirrium��ssessment Rate Prior Yeax 2006/07 $391.0265
Maximum Assessment Rate FI'2007/OS $402.7572
CPI�pplied: 3.00%
MuneFinanciol Pa�ge 37
TABLE IV ZONE 6 HOVLEY LANE LA PALOMA II
ZONE 06 LA PALOMA II
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�faintenance Costs $2,768 $0 $2,768
Landscape Utilities 1 042 0 1 042
Landscape Extras (Repairs/�latexials/Equipment) �476 0 476
Txee Pruning 428 0 428
Street Lighting 158 0 158
Special District Services 0 0 0
1�4aintenance Repait 0 0 0
Total Direct Costs
$4,872 $0 $4,872
ADMINISTRATION COSTS
District,�dininistration $990 $0 $990
County.�ldininistration Fee 25 0 25
County Per Parcel Fee 3 � 3
Administration Costs(Subtotal� $1,017 $0 $1,017
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,890 $0 $5,889
Reserve Collection/(Transfers) 744 0 744
Other Revenues/Genexal Fund Contribution 0 0 0
Balance to Levy $6,634 $0 $6,633
DISTRICT STATISTICS
Total Parcels 1�
Total Paxcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $414.60
RESERVE INFORMATION
Beginning Reserve Balance 2,304
Reserve 1�ccount Activity 744
.�nticipated Reserve Balance 3,048
ASSESSMENT INFORMATION
1�1a�cimum,�ssessment Rate Prior Year 2006/07 $402.5332
Maximum Assessment Rate FY 2007/08 $414.6091
CPI� lied: 3.00%
MuniFinancial Page 38
TABLE IV ZONE 6 LA PALOMA III
ZONE OG LA PALOMA III
Total General Special
Budget Benefit Benefit
DIRECT COSTS
l�laintenance Costs $1,540 $0 $1,540
Landscape Utilities 732 0 732
Landscape Extras (Repairs/1�faterials/Equipment) 370 0 370
Tree Pruning 370 0 370
Street Lighting 180 0 180
Special District Services 0 0 0
Maintenance Repairs 0 0 0
Total Direct Costs $3,170 $0 $3,170
ADMINISTRATION COSTS
District�dministration $830 $0 $830
County:�dininistration Fee 25 0 25
County Pex Paxcel Fee 2 0 2
Administration Costs(Subtotal) $g58 $0 $858
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,028 $0 $4,028
Reserve Collection/(Txansfers) 506 0 506
Other Revenues/Genexal Fund Contribution 0 0 0
Balance to Levy $4,534 $0 $4,534
DISTRICT STATISTICS
Total Parcels 1�
Total Paxcels Levied 15
Total Equivalent Benefit Units 15.00
Levy per EBU $302.20
RESERVE INFORMATION
Beginning Reserve Balance 1,591
Reserve l�ccount��ctivity 506
:�nticipated Reserve Balance 2>���
ASSESSMENT INFORMATION
1�Saxixrium 1�ssessment Rate Prior Yeax 2006/07 $293.4593
Maximum Assessment Rate FY 2007/08 $302.2630
CPI�pplied: 3.00%
Muna�'inanczc�l Page 39
TABLE IV ZONE G SANDPIPER COURT
ZONE OG SANDPIPER COURT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�laintenance Costs $2,252 $0 $2,252
Landscape Utilities 1,388 0 1,388
Landscape Extras (Repairs/l�laterials/Equipment) 476 0 476
Tree Pruning 620 0 620
Street Lighting 158 0 158
Special District Services 0 0 0
Maintenance Repairs 0 0 0
Total Direct Costs $4,894 $0 $4,894
ADMINISTRATION COSTS
District Administration $963 $0 $963
County l�dministration Fee 2 � 2
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) $968 $0 $9G8
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,862 $0 $5,862
Reserve Collection/(Transfers) 755 0 755
Other Revenues/Genexal Fund Contribution 0 0 0
Balance to Levy $6,617 $0 $6,G17
DISTRICT STATISTICS
Total Parcels 1�
Total Paxcels Levied 1�
Total Equivalent Benefit Units 16.00
Levy per EBU $413.54
RESERVE INFORMATION
Beginning Reserve Balance 1,984
Reserve�ccount�ctivity 755
�nticipated Reserve Balance 2>�3�
ASSESSMENT INFORMATION
1�laxitnum�ssessment Rate Prior Yeax 2006/07 $401.6143
Maximum Assessment Rate FY 2007/08 $413.6627
CPI:'�pplied: 3.00%
MuniFinancial P�ge 40
TABLE IV ZONE G SANDPIPER WEST
ZONE OG SANDPIPER WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
I�laintenance Costs $2,252 $0 $2,252
Landscape Utilities 1,388 0 1,388
Landscape Extras (Repairs/�Taterials/Equipment) 476 0 476
Tree Pruning 574 0 574
Street Lighting 158 0 158
Special District Services p � �
l�faintenance Repairs 0 0 0
Total Direct Costs $4,848 $0 $4,848
ADMINISTRATION COSTS
District.�dministration $963 $0 $963
County�dministration Fee 2 0 2
County Per Paxcel Fee 3 0 3
Administration Costs(Subtotal) $968 $0 $968
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,816 $0 $5,816
Reserve Collection/(Txansfers) 650 0 650
Other Revenues/General Fund Contribution p p �
Balance to Levy $6,466 $0 $6,466
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $404.12
RESERVE INFORMATION
Beginning Reserve Balance 1 ��g
Reserve��ccount�ctivity 650
1�nticipated Reserve Balance 2,618
ASSESSMENT INFORMATION
1�Taxitnum�ssessment Rate Prior Year 2006/07 $398.5377
Maximum Assessment Rate FI'2007/08 $410.4938
CPI Applied: 3.00%
MuniFinancial Page 41
TABLE IV ZONE 6 HOVLEY WEST
ZONE OG HOVLEY WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
l�laintenance Costs $2,440 $366 $2,074
Landscape Utilities 848 127 721
Landscape Extras (Repaixs/Materials/Equipment) 748 112 636
Tree Pruning 584 88 496
Street Lighting 318 48 270
Special District Services 0 0 0
1�Zaintenance Repairs 0 0 0
Total Direct Costs $4,938 $741 $4,197
ADMINISTRATION COSTS
District?�dininistrauon $1,064 $160 $904
County�dmiuistration Fee 2 0 2
County Per Paxcel Fee 3 0 3
Administration Costs(Subtotal) $1,069 $160 $909
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,007 $901 $5,106
Reserve Collection/(Txansfers) 0 0 0
Other Revenues/General Fund Contribution (9�1) (�01) �
Balance to Levy $5,106 $0 $5,106
DISTRICT STATISTICS
Total Parcels 1�
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $319.12
RESERVE INFORMATION
Beginning Reserve Balance 726
Reserve�ccount�ctivity �
.�nticipated Reserve Balance 726
ASSESSMENT INFORMATION
1�laxirnum�ssessment Rate Prior Year 2006/07 $310.0239
Maximum Assessment Rate FY 2007/08 $3193246
CPI��pplied: 3.00%
Munz�'inancial Page 42
TABLE IV ZONE 6 DIAMONDBACK
ZONE OG DIAMONDBACK
Total General Special
Budget Benefit Benefit
DIRECT COSTS
1�laintenance Costs $2,120 $0 $2,120
Landscape Utilities 424 0 424
Landscape Extxas (Repairs/I�faterials/Equipment) 318 0 318
Txee Pruning 212 0 212
Street Lighting 158 0 158
Special District Services p � �
l�Iaintenance Repa�s 0 0 �
Total Direct Costs $3,232 $0 $3,232
ADMINISTRATION COSTS
District�dministration $1,173 $0 $1,173
County:�dininistration Fee 25 � 25
County Per Parcel Fee 3 � 3
Administratzon Costs(Subtotal� $1,201 $0 $1,201
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,433 $0 $4,433
Reserve Collection/(Transfers) p � �
Other Revenues/General Fund Contribution p p �
Balance to Levy $4 433 $0 $4,433
DISTRICT STATISTICS �
Total Parcels 22
Total Parcels Levied 20
Total Equivalent Benefit Units 20.00
Levy per EBU $221.64
RESERVE INFORMATION
Beginning Reserve Balance 3,255
Reserve 1-lccount:�ctivity �
�-�nticipated Reserve Balance 3,255
ASSESSMENT INFORMATION
�Zaxixnum��ssessment Rate Prior Year 2006/07 $394.2443
Maximum Assessment Rate FY 2007/08 $40(.0720
CPI l�pplied: 3.00%
MuniPinanczal Page 43
TABLE IV ZONE 6 PALM COURT
ZONE OG PALM COURT
Total General Special
Budget Bene�t Benefit
DIRECT COSTS
I�2aintenance Costs $2,120 $0 $2,120
Landscape Utilities 530 0 530
Landscape Extras (Repairs/I�latexials/Equipment) 424 0 424
Tree Pruning 212 0 212
Stxeet I.ighting 158 0 158
Special District Services 0 0 0
1�laintenance Repairs 0 0 0
Total Direct Costs $3,444 $0 $3,444
ADMINISTRATION COSTS
Distsict'�dinuiistxation $1,122 $0 $1,122
County�3dministration Fee 25 0 25
County Pex Paxcel Fee 3 0 3
Administration Costs(Subtotal� $1,150 $0 $1,150
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,594 $0 $4,594
Reserve Collection/(Transfexs) 1,020 0 1,020
Other Revenues/General Fund Contribution 0 0 0
Balance to Levy $5,614 $0 $5,G14
DISTRICT STATISTICS
Total Parcels 24
Total Parcels Levied 20
Total Equivalent Benefit Units 20.00
Levy per EBU $280.70
RESERVE INFORMATION
Beginning Reserve Balance 1,993
Reserve.�ccount��ctivity 1,020
�nticipated Reserve Balance 3,013
ASSESSMENT INFORMATION
�faxixnum l�ssessment Rate Prior Year 2006/07 $273.8395
Maximum Assessment Rate FY 2007/08 $282.0547
MuniFinancial Page 44
TABLE IV ZONE 7 WARING COURT
ZONE 07 WARING COURT
Total General
Budget Bene�t Benefit
DIRECT COSTS
1�laintenance Costs $2�g� $0 $2��8�
Landscape Utilities 636 0 636
Landscape Extras (Repairs/�latexials/Equipment) 424 0 424
Tree Pruning 424 0 424
Street Lighting 0 0 0
Special District Services p � �
�laintenance Repairs � � 0
Total Direct Costs $4,464 $0 $4,464
ADMINISTRATION COSTS
District�3dministration $1,054 $0 $1,054
County�3dministration Fee 25 � 25
County Per Parcel Fee 3 � 3
Administration Costs(Subtotal� $1,082 $0 $1,082
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,546 $0 $5,546
Reseroe Collection/(Transfexs) p � �
Other Revenues/General Fund Contribution p � �
Balance to Levy $5,546 $0 $5,546
DISTRICT STATISTICS
Total Parcels 16
Total Parcels Levied 16
Total Equivalent Benefit Units 16.00
Levy per EBU $346.62
RESERVE INFORMATION
Beginning Reserve Balance 2,246
Reserve.�ccount��ctivity �
l�nticipated Reserve Balance 2,246
ASSESSMENT INFORMATION
1�1a�mum�ssessment Rate Prior Year 2006/07 $450.3133
Maximum Assessment Rate FI'2007/08 $463.8227
CPI.�pplied: 3.00%
MuniFinancial Page 45
TABLE IV ZONE 8 PALM GATE
ZONE 08 PALM GATE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
1�laintenance Costs $796 $0 $796
Landscape Utilities 318 0 318
Landscape Extras (Repairs/l�2aterials/Equipment) 318 0 318
Tree Pruning 0 0 0
Stseet Lighting 318 0 318
Special District Services 0 0 0
1�laintenance Cost 0 0 0
Total Direct Costs $1,750 $0 $1,750
ADMINISTRATION COSTS
Distxict.�dministration $1,048 $0 $1,048
County��dministxation Fee 25 0 25
County Per Parcel Fee � � �
Administration Costs(Subtotal� $1,080 $0 $1,080
LEVY BREAKDOWN
Total Direct and Admin. Costs $2,830 $0 $2,830
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Balance to Levy $2,830 $0 $2,830
DISTRICT STATISTICS
Total Paxcels 37
Total Paxcels Levied 3�
Total Equivalent Benefit Units 37.00
Levy per EBU $76.48
RESERVE INFORMATION
Beginning Reserve Balance 1,011
Reserve.�ccount�ctiviry �
.�nticipated Reserve Balance 1,011
ASSESSMENT INFORMATION
�faxixnum.�ssessment Rate Prior Year 2006/07 $74.6863
Maximum Assessment Rate FY 2007/08 $76.9269
CPI�pplied: 3.00%
MuniFinancial Page 46
TABLE IV ZONE 9 THE GROVE
ZONE 09 THE GROVE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
blaintenance Costs $8,486 $0 $8,486
Landscape Utilities 2,970 0 2,970
Landscape Extras (Repairs/1�4aterials/Equipment) 1,696 0 1,696
Tree Pruning 5,410 0 5,410
Street Lighting 2 120 0 2,120
Special District Services � � � �
nlaintenance Repairs 0 � �
Total Direct Costs $20,682 $0 $20,682
ADMINISTRATION COSTS
District.�dtniiustration $2,562 $0 $2,562
County.�dministration Fee 25 � 25
County Per Parcel Fee 1� � 1�
Administration Costs(Subtotal)
$2,604 $0 $2,604
LEVY BREAKDOWN
Total Direct and Admin. Costs $23,286 $0 $23,286
Reserve Collection/(Transfers) p � �
Other Revenues/General Fund Contribution 0 0 p
Balanceto Levy $23,28G $0 $23,286
DISTRICT STATISTICS
Total Parcels 105
Total Parcels Levied 105
Total Equivalent Benefit Units 105.00
Levy pet EBU $221.76
RESERVE INFORMATION
Beginning Reserve Balance 17,663
Reserve Account.�ctivity 0
Anricipated Reserve Balance 17,663
ASSESSMENT INFORMATION
ilfa�mum:�ssessment Rate Prior Year 2006/07 $220�22g
Maximum Assessment Rate FY 2007/08 $227.3445
CPI��pplied: 3.00%
MuniFinanczal PA�e 47
TABLE IV ZONE 11 PORTOLA PLACE
ZONE 11 PORTOLA PLACE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�faintenance Costs $2,432 $0 $2,432
Landscape Utilities 1,136 0 1,136
Landscape Extras (Repairs/1�laterials/Equipment) 370 0 370
Txee Pruning 106 0 106
Street Lighting 0 $0 0
Special District Services 0 0 0
I�laintenance Repaixs 0 0 0
Total Direct Costs $4,044 $0 $4,044
ADMINISTRATION COSTS
District l�dmuustration $919 $0 $919
County�dinuiistration Fee 25 0 25
County Per Parcel Fee 4 0 4
Administration Costs(Subtotal) 948 0 948
LEVY BREAKDOWN
Total Direct and Admin.Costs $4,992 $0 $4,992
Reserve Collection/(Txansfers) 0 0 0
Othex Revenues/General Fund Contribution (168) 0 (168)
Balance to Levy $4,824 $0 $4,824
DISTRICT STATISTICS
Total Paxcels 23
Total Paxcels Levied 23
Total Equivalent Benefit Units 23.00
Levy per EBU $209.72
RESERVE INFORMATION
Beginning Reseroe Balance 1,146
Reserve�ccount.�ctivity �
.�nticipated Reserve Balance 1,146
ASSESSMENT INFORMATION
1�laxunum�ssessment Rate Prior Yeax 2006/07 $203.6446
Maximum Assessment Rate FI'2007/08 $209.7539
CPI.�pplied: 3.00%
MuniFinancia! Page 48
TABLE IV ZONE 13 PALM DESERT COUNTRY CLUB
ZONE 13 PALM DESERT COUNTRY CLUB
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�Zaintenance Costs $12,360 $0 $12,360
Landscape Utilities 2,574 0 2,574
Landscape Extras (Repairs/1�laterials/Equipment) 1,544 0 1,544
Tree Pruning 1,544 0 1,544
Street Lighting 21,630 0 21,630
Special District Services 0 0 0
�laintenance Repairs 0 0 0
Total Direct Costs $39,652 $0 $39,652
ADMINISTRATION COSTS
District,�dministrauon $15,203 $0 $15,203
County l�dministration Fee 25 0 25
County Pex Parcel Fee 2�� � 2��
Administration Costs(Subtotal� $15,505 $0 $15,505
LEVY BREAKDOWN
Total Direct and Admin. Costs $55,157 $0 $55,157
Reserve Collection/(Transfers) (6,000) 0 (6,000)
Othex Revenues/Genexal Fund Contribution p p �
Balance to Levy $49,157 $0 $49,157
DISTRICT STATISTICS
Total Parcels 1,769
Total Parcels Levied 1,730
Total Equivalent Benefit Units 2,314.85
Levy per EBU �2122
RESERVE INFORMATION
Beginning Reserve Balance* 119,299
Reserve�ccount.-�ctivity (6,000)
�nticipated Reserve Balance 113,299
ASSESSMENT INFORMATION
l�fa�mum�ssessment Rate Prior Yeax 2006/07 $30.0348
Maximum Assessment Rate FI'2007/08 $30.9358
CPI� lied: 3.00°/a
*The beginning Reserve Balance is largely the result of Reserve Funds transferred to the City from the County when this
Zone became part of the City of Palm Desert.Per prior Council action,a portion of this Reserve Fund will be used
annually to reduce the assessments over several years.
Muna�'inarrczal Pa�e 49
TABLE IV ZONE 14 K&B AT PALM DESERT
ZONE 14 K&B AT PALM DESERT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
llaintenance Costs $10,784 $1,617 $9,167
Landscape Utilities 2,800 421 2,379
Landscape Extras (Repairs/1�laterials/Equipment) 618 93 525
Tree Pruning 2,178 327 1,851
Stxeet Lighting 308 46 262
Special District Services 0 0 0
I�laintenance Repairs 0 0 0
Total Direct Costs $1G,G88 $2,504 $14,184
ADMINISTRATION COSTS
District<�dministration $2,758 $412 $2,346
County Administration Fee 25 4 21
County Per Paxcel Fee 33 5 28
Administration Costs(Subtotal� $2,816 $421 $2,395
LEVY BREAKDOWN
Total Direct and Admin. Costs $19,504 $2,925 $16,579
Reserve Collection/(Transfers) 3,000 450 2,550
Other Revenues/General Fund Contriburion (3,375) (3,375) 0
Balance to Levy $19,129 $0 $19,129
DISTRICT STATISTICS
Total Parcels 165
Total Paxcels Levied 163
Total Equivalent Benefit Units 163.00
Levy per EBU $117.34
RESERVE INFORMATION
Beginning Reserve Balance 3,654
Reserve�ccount l�ctivity 3,000
.�nticipated Reserve Balance 6,654
ASSESSMENT INFORMATION
1�laxixnum.�ssessment Rate Prior Year 2006/07 $124.3375
Maximum Assessment Rate FY 2007/08 $128.0676
CPI.�pplied: 3.00%
Muna�'inanczal Page 50
TABLE IV ZONE 15 CANYON CREST
ZONE 15 CANYON CREST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
1�laintenance Costs $5,304 $0 $5,304
Landscape Utilities 796 0 796
Landscape Extxas (Repairs/l�laterials/Equipment) 424 0 424
Tree Pruning 318 0 318
Street Lighting 0 0 0
Special District Services 0 0 0
:�laintenance Repairs 0 0 0
Total Direct Costs $G,842 $0 $6,842
ADMINISTRATION COSTS
District��diniiustration $1,480 $0 $1,480
County Administration Fee 25 0 25
County Per Parcel Fee 11 0 11
Administration Costs(Subtotal) $1,516 $0 $1,516
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,358 $0 $8,358
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Balance to Levy $8,358 $0 $8,358
DISTRICT STATISTICS
Total Parcels �1
Total Paxcels Levied ��
Total Equivalent Benefit Units 67.00
Levy per EBU $124.74
RESERVE INFORMATION
Beginning Reserve Balance 6,725
Reserve 1�ccount�ctivity �
��nticipated Reserve Balance 6,725
ASSESSMENT INFORMATION
;�faxitnum Assessment Rate Prior Year 2006/07 $162.4768
Maximum Assessment Rate FI'2007/08 $167.3511
CPI Applied: 3.00%
Munr�'inanczal Page 51
TABLE IV ZONE 1G COLLEGE VIEW ESTATES II
ZONE 1G COLLEGE VIEW ESTATES II
Total General Special
Budget Bene�t Benefit
DIRECT COSTS
biaintenance Costs $6,364 $955 $5,409
Landscape Utilities 2,120 318 1,802
Landscape Extras (Repaixs/Materials/Equipment) 848 127 721
Txee Pruning 942 141 801
Street Lighting 370 55 315
Special District Services 0 0 0
1�faintenance Repairs 0 0 0
Total Direct Costs $10,644 $1,596 $9,048
ADMINISTRATION COSTS
District Adininistration $1,620 $243 $1,377
County:ldiniiustration Fee 25 4 21
County Pex Parcel Fee 5 1 4
Administration Costs(Subtotal� $1,650 $248 $1,402
LEVY BREAKDOWN
Total Direct and Admin. Costs $12,294 $1,844 $10,450
Reserve Collection/(Transfers) 0 0 0
Other Revenues/Genexal Fund Contribution (1,844) (1,844) 0
Balance to Levy $10,450 $0 $10,450
DISTRICT STATISTICS
Total Paxcels 32
Total Paxcels Levied 32
Total Equivalent Benefit Units 32.00
Levy per EBU $326.56
RESERVE INFORMATION
Beginning Reserve Balance 6,005
Reserve�ccount�ctivity �
�nticipated Reserve Balance 6,005
ASSESSMENT INFORMATION
:�Zaximum Assessment Rate Prior Year 2006/07 $475.2485
Maximum Assessment Rate FY 2007/OS $489.5060
CPI.�pplied: 3.00%
Munz�'inancial Page 52
TABLE IV ZONE 1G SUNDANCE WEST
ZONE 1G SUNDANCE WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $3,090 $0 $3,090
Landscape Utilities 1,590 0 1,590
Landscape Extras (Repairs/�faterials/Equipment) 848 0 848
Tree Pruning 944 0 944
Street Lighting 370 0 370
Special District Services 0 0 0
1�Taintenance Repairs 0 0 0
Total Direct Costs $6,842 $0 $6,842
ADMINISTRATION COSTS
District Admuustration 1,706 0 1,706
County.�dministration Fee 25 0 25
County Per Parcel Fee 5 p 5
Administration Costs(Subtotal� $1,73G $0 $1,736
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,578 $0 $8,578
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Balance to Levy $8,578 $0 $8,578
DISTRICT STATISTICS
Total Parcels 36
Total Parcels Levied 32
Total Equivalent Benefit Units 32.00
Levy per EBU $268.06
RESERVE INFORMATION
Beginning Reserve Balance 4,586
Reserve�ccount�ctivity �
��nticipated Reseroe Balance 4,086
ASSESSMENT INFORMATION
1�1a�umum�ssessment Rate Prior Year 2006/07 $461.4133
Maximum Assessment Rate FY 2007/08 $475.2557
CPI Applied: 3.00%
Munz�'inancial Page 53
TABLE IV ZONE 1G COLLEGE VIEW ESTATES I
ZONE 16 COLLEGE VIEW ESTATES I
Total General Special
Budget BeneSt Benefit
DIRECT COSTS
�laintenance Costs $4,634 $695 $3,939
Landscape Utilities 1,896 284 1,612
Landscape Extras (Repairs/1�laterials/Equipment) 848 127 721
Tree Pruning 944 142 802
Street Lighting 368 55 313
Special District Services 0 0 0
1�laintenance Repairs 0 0 0
Total Direct Costs $8,690 $1,303 $7,387
ADMINISTRATION COSTS
District:�dmuustxarion $1,677 $252 $1,425
Counry 1�dministration Fee 25 4 21
County Pex Paxcel Fee 5 1 4
Administration Costs(Subtotal� $1,707 $257 $1,450
LEVY BREAKDOWN
Total Direct and Admin. Costs $10,397 $1,560 $8,837
Reseroe Collecrion/(Txansfers) 2,470 370 2,100
Othex Revenues/General Fund Contribution (1,930) (1,930) 0
Balance to Levy $10,937 $0 $10,937
DISTRICT STATISTICS
Total Parcels 32
Total Paxcels Levied 32
Total Equivalent Benefit Units 32.00
Levy per EBU $341.78
RESERVE INFORMATION
Beginning Reserve Balance 3,203
Reserve�ccount l�ctivity 2,470
�nticipated Reserve Balance 5,673
ASSESSMENT INFORMATION
D7axunum�ssessment Rate Priox Year 2006/07 $341.9279
Maximum Assessment Rate FY 2007/08 $352.1857
CPI�pplied: 3.00%
Munz�'inancial Page 54
TABLE IV ZONE 1G PETUNIA I
ZONE 16 PETUNIA I
Total General Special
Budget Benefit Benefit
DIRECT COSTS
I�laintenance Costs $3,090 $464 $2,627
Landscape Utilities 1,536 230 1,306
Landscape Extras (Repairs/�Zaterials/Equipment) 848 127 721
Tree Pruning 944 142 802
Stxeet Lighting 368 55 313
Special District Services 0 0 0
1�laintenance Repairs p 0 �
Total Direct Costs $G,786 $1,018 $5,768
ADMINISTRATION COSTS
District Admuiistration $1,677 $252 $1,425
County Adinu�istration Fee 25 4 21
County Per Parcel Fee 5 1 4
Administration Costs(Subtotal) $1,707 $257 $1,450
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,493 $1,274 $7,219
Reserve Collection/(Transfexs) 0 0 0
Other Revenues/Genexal Fund Contriburion (1,274) (1,274) p
Balance to Levy $7,219 $0 $7,219
DISTRICT STATISTICS
Total Paxcels 32
Total Parcels Levied 32
Total Equivalent Benefit Units 32.00
Levy per EBU $225.56
RESERVE INFORMATION
Beginning Reserve Balance 3,631
Reseroe<�ccount.�ctivity �
Anticipated Reserve Balance 3,631
ASSESSMENT INFORMATION
1�laxitnum l�ssessment Rate Prior�'ear 2006/07 $303.5235
Maximum Assessment Rate FY 2007/08 $312.6292
CPI.�pplied: 3.00%
MunzFinancial Pnge 55
TABLE IV ZONE 1G SUNDANCE EAST
ZONE 1G SUNDANCE EAST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,574 $386 $2,188
Landscape Utilities 1,058 159 899
Landscape Extras (Repairs/l�laterials/Equipment) 816 122 694
Tree Pruning 476 72 404
Street Lighting 212 32 180
Special District Services 0 0 0
1�laintenance Repairs 0 0 0
Total Direct Costs $5,136 $771 $4,365
ADMINISTRATION COSTS
Distxict Administxation $1,035 $155 $880
County Administxation Fee 25 4 21
County Per Parcel Fee 2 � 2
Administration Costs(Subtotal) $1,0G2 $159 $903
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,198 $930 $5,268
Reserve Collection/(Transfers) 0 0 0
Other Revenues/General Fund Contxibution (930) (930) 0
Balanceto Levy $5,268 $0 $5,268
DISTRICT STATISTICS
Total Parcels 14
Total Paxcels Levied 14
Total Equivalent Benefit Units 14.00
Levy per EBU $376.28
RESERVE INFORMATION
Beginning Reserve Balance 2,263
Reserve.�ccount Activity 0
��nticipated Reserve Balance 2,263
ASSESSMENT INFORMATION
1�laxixrium�-�ssessment Rate Priox Yeax 2006/07 $484.5415
Maximum Assessment Rate FI'2007/08 $499.0777
CPI.�pplied: 3.00°/a
MuniFinancial Page 56
TABLE IV ZONE 1G THE BOULDERS
ZONE 16 THE BOULDERS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
illaintenance Costs $1,832 $0 $1,832
Landscape Utilities 572 0 572
Landscape Extras (Repairs/1�4aterials/Equipment) 816 0 816
Txee Pruning 476 0 476
Street Lighting 158 0 158
Special District Services 0 0 0
�laintenance Repair 0 0 0
Total Direct Costs $3,854 $0 $3,854
ADMINISTRATION COSTS
District 1�dmuustrauon $1,035 $0 $1,035
County.�dministration Fee 25 0 25
County Per Parcel Fee 3 0 3
Administration Costs(Subtotal) $1,OG3 $0 $1,063
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,917 $0 $4,917
Reseroe Collection/(Transfers) 629 0 629
Othex Revenues/General Fund Contxibution 0 0 0
Balance to Levy $5,546 $0 $5,546
DISTRICT STATISTICS
Total Paxcels 16
Total Paxcels Levied 1�
Total Equivalent Benefit Units 16.00
Levy per EBU $346.62
RESERVE INFORMATION
Beginning Reserve Balance 1,646
Reserve��ccount,�ctiviry 629
��nticipated Reserve Balance 2�2�5
ASSESSMENT INFORMATION
1�laxitnum l�ssessment Rate Prior Year 2006/07 $336.5387
Maximum Assessment Rate FI'2007/08 $346.6349
CPI.�pplied: 3.00%
Munz�'inancial Page 57
Appendix A— District Boundary Maps
The Boundary Maps for the District and/or Zones are on file in the office of Public Works and are
by reference made part of this Report. The Boundary Maps are also available for inspection at the
Office of Public Works.
Munz�'inanczal Page 58
Appendix B — 2007/08 Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the
Riverside County Assessor's map for the year in which this Report is prepared.
Non-assessable lots or parcels may include areas of public streets and other roadways (typically not
assigned an APN by the County); dedicated public easements, open space areas and rights-of-ways
including public greenbelts and parkways; utility rights-of-ways; common areas; landlocked paxcels,
small parcels vacated by the County, bifurcated lots, and any other property that can not be
developed. These types of parcels are considered to receive little or no benefit from the
improvements and are therefore exempted from assessment. Properties outside the District boundary
receive no direct or special benefits from the improvements provided by the District and are not
assessed.
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the
Riverside Counry Assessor's map for the year in which this Report is prepared. The land use
classificauon for each parcel is based on the Riverside County Assessor's Roll. A lisring of parcels
assessed within this District, along with the proposed assessment amounts, shall be submitted to the
City Clerk, under a separate cover, and by reference is made part of this Report.
Approval of this Report (as submitted or as modified) confirms the method of apportionment and
the maximum assessment rate to be levied against each eligible parcel and thereby constitutes the
approved levy and collection of assessments for the fiscal year. The parcels and the amount of
assessment to be levied shall be submitted to the County r�uditor/Controller and included on the
property tax roll for the fiscal year.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid
parcel number for the current fiscal year, a corrected parcel number and/or new parcel numbers will
be identified and resubmitted to the Counry Auditor/Controller. The assessment amount to be levied
and collected for the resubmitted parcel or parcels shall be based on the method of apportionment
and assessment rate approved in this Report. Therefore, if a single parcel has changed to multiple
parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied
according to the approved method of apportionment and assessment rate rather than a proportionate
share of the original assessment.
Munz�'inancial Page 59
Palm Desert Consolidated Landscape and Lighting District
Annual Levy
Fiscal Year 2007/2008
Table 1
FY 06/07 Annual FY 07/08 Annual
District Units Lev Lev
Can on Cove 225 $91.46 $94.20
Vine ards 132 $65.78 $67.76
Parkview Estates 172 $22.86 $23.54
Desert Mira e 29 $348.24 $360.26
Sandcastles 41 $47.72 $55.32
Primrose II 37 $138.42 $146.42
Mont. Meadows 40 $91.44 $94.20
The Glen 16 �293.26 $302.06
Hovle Estates 16 $413.12 $425.18
Sonata I 16 $340.68 $350.66
Sonata II 94 $128.94 $132.70
Hovle Collection 38 $133.12 $137.00
La Paloma I 16 $391.00 � $402.66
La Paloma II 16 $402.50 $414.60
La Paloma III 15 $293.40 $302.20
Sand i er Court 16 $401.56 $413.54
Sand i er West 16 $398.50 $404.12
Hovle West 16 $310.00 $319.12
Diamondback 20 $215.44 $221.64
Palm Court 20 $273.80 $280.70
Warin Court 16 $336.68 $346.62
Palm Gate 37 $74.28 $76.48
The Grove 105 $215.36 $221.76
Portola Place 23 $203.60 $209.72
PD Count Club 1730 $20.98 $21.22
Kaufman and Broad 163 $124.28 $117.34
Can on Crest 67 $121.14 $124.74
Colle e View Estate II 32 $317.24 $326.56
Sundance West 32 $260.38 $268.06
Colle e View Estate I 32 $339.40 $341.78
Petunia l 32 $298.74 $225.56
Sundance East 14 $484.06 $376.28
The Boulders 16 $336.30 $346.62
Legal Notice {Zes 07-3� - 1'i� O(,/14/07 L,�L Llistr-ict 1�V 07/OS Paf��� 1 �i� 1
fUlartinez, �Irsri�
Fram: Moeller, CPiarlene [CM(UELLER@palmspri.ganr�ett.com]
Sent: Tuesday, May 15, 2007 3:4'L PM
"ro: Martinez, Gloria
�ubject: RE: Legal Notice - Res 07-32 - PH 06/14/07 L&L District FY 07/08
O
Ad recieved and will publish on date(s) r�quested.
Charlene Moeller
Public Notice Customer Service Rep.
(760)778-4578,Fa�c(760) 778-4731
Mon-Fri 8:00-5:00 pm.
D@SBI't SU11 legals@thedescrtsun.com
8� Desert Post Weekly dpwle�alsC�thedesertsun.c�m,
The Valley's#1 Source in News & Advertisingl
-----Original Message-----
From: gmartinez@ci.palm-desert.ca.us [mailto:gmartinez@ci.palm-desert.ca.us]
Sent: Tuesday, May 15, 2007 3:41 PM
To: charlene.moeller@desertsun.com
Cc: saryan@ci.palm-desert.ca.us; mloredo@ci.palm-desert.ca.us; achavez@ci.palm-desert.ca.us
Subject: Legal Notice - Res 07-32 - PH 06/14/07 L&L District FY 07/08
PLEASE PUBLISH THE FOLLOWING:
NOTICE OF PUBLIC HEARING
_ _ _ --_
Resolution No. 07-32 -Declaring Its Intention for the Levy and Collection of Assessments for the
Consolidated Palm Desert Landscaping and Lighting District for Fiscal Year 2007108 and
Preliminary Approval of the Engineer's Report
ONE TIME IN THE DESERT SUN
_ .
Monday, June 4, 2007
«Res 07-32 -PH 061407 - LL Dist.doc»
Thank you, Charlene!!
�l. G�oria�Ylartinez
73-510 Fred Waring Drive
Palm Deserf, California 92260
(760) 346-061 1 Ext. 354
gmarti nez@ci.pal m-clesert.ca.us
5/15/2007
RESOLUTIQN NO. 07-32
A RESOLUTION OF TH� �ITY CQUNCIL OF THE CITY OF PALM
DESERT, CALIFOf�h1iA, D�CLARING ITS INTENTfON FOR THE LEVY
AIV� C�LLEC�'IU�! O� ASSESSMENTS FOR THE CONSOI�IdATED
PALM DESERT LAN�SCA�ING AND LIGHTING DISTRICT FdR
FISCAL YEAR 2007/0� A►1�d PRELIMINARY APPROVAL QF THE
ENGINEER'S REPORT
The City Council of the City of Palm Desert (hereafter referred to as the "City Council")
does resolve as follows:
WHEREAS, The City Council pursuant to provisions of the Landscaping and
Lighting Act of 1972, Part 2, Givision 15 of the California Streets and Highways Code
(commencing with section 22500) (hereafter referred to as the "Act") did by previous
resolution, order the preparation of an Engineer's Report (hereafter referred to as the
"Report") for the District known and designated as the Consolidated Palm Desert
Landscaping and Lighting District (hereafter referred to as the "DistricY');
WHEREAS, The City Council pursuant to provisions of the Act proposes to levy
and collect assessments against lots and parcels of land within the various Zones of the
District for the fiscal year 2007/08, to pay the maintenance, servicing and operation of the
improvements related thereto;
WHEREAS, MuniFinancial has prepared and filed a Report with the City Clerk
pursuant to Section 22623 of the Act, and said Report has been presented to City Council
and is hereby incorporated by reference; and
WHEREAS, The City Council has examined and reviewed the Report as
presented, and is preliminarily satisfied with the description of the District, the Zones
and improvements identified therein, each of the budget items and documents as set
forth therein, and is satisfied that the proposed assessments contained therein, have
been spread in accordance with the special benefits received from the improvements,
operation, maintenance and services to be performed within the District, as set forth in
said Report or as modified by City Council action and incorporated herein.
NOW, THEREFORE BE IT RESOLVED, by the City Council for the district,
pursuant to Chapter 3, Section 22624 of the act, as follows:
Section 1 The above recitals are true and correct.
Section 2 Intention: Trie City Council hereby declares its intention to order the
annual levy and collection of assessments within the District
pursuant to the Act, over and including the land within the District
boundary, a�d to levy and collect assessments on such land to pay
R�S(�LUTIC)I� Nf�. 07-32
the annual costs and expenses of the improvements and services
described in Section 5 of this resolution, for fiscal year ?(��7/08.
�ecti�n 3 The Report has been prepared and filed with the City Glei-k. The
� City Clerk has presented to the City Council, a Report in cannectior�
with the proposed improvements, assessments, the levy and
collection of assessments far fiscal year 2007/08 in accordance with
Chapter 1, Article 4 of the Act, and is hereby approved, as required
by Section 22623 of the Act, on a preliminary basis.
Section 4 Boundaries and Desiqnation: The description of the District boundary
and the Zones therein are outlined in the Report and by referencP is
made part of this resolution. The District includes thirty-three (33)
Benefit Zones and Sub-zones: Canyon Cove (Zone 2); Vineyards
(Zone 3); Parkview Estates (Zone 4); Cook and Country Club (Zone
5) Sub-zones are Desert Mirage, Sandcastles, and Primrose 2;
Hovley Lane (Zone 6) Sub-zones are Monterey Meadows, The Glen,
Hovley Estates, Sonata I, Sonata II, Hovley Collection, La Paloma I,
La Paloma II, La Paloma III, Sandpiper Court, Sandpiper West,
Hovley Court West, Diamondback and Palm Court; Waring Court
(Zone 7); Palm Gate (Zone 8); The Grove (Zone 9); Portola Place
(Zone 11); Palm Desert Country Club (Zone 13); K & B at Palm
Desert (Zone 14); Canyon Crest (Zone 15); and, Shepard Lane
(Zone 16) Sub-Zones are College View Estates I, College View
Estates II, Sundance East, Sundance West, Petunia l and Boulders.
The District is designated as "Consolidated Palm Desert
Landscaping and Lighting District."
Section 5 Description of Improvements: Reference is hereby made to the
Report for a detailed description of the improvements. The
improvements within the District include but are not limited to: turf,
ground cover, shrubs and trees, irrigation systems, street lighting,
water features, entry monuments, drainage systems and all
appurtenant facilities and operations related thereto.
Section 6 Proposed Assessment Amounts: The proposed assessments are
outlined in the Report. District Assessments are calculated in
accordance with the method of apportionment established for the
District and do not exceed the assessment rates and annual
inflationary adjustment previously authorized by City Council and
approved by the property owners in accordance with the provisions
of the California State Constitution, Article XIIID.
Section 7 Notice Of Public Hearinq: The City Council hereby declares its
intention to conduct a Public Hearing concerning the District,
improvements, and the levy of assessments, in accordance with
Chapter 3 of the Act. Notice is hereby given that a Public Hearing
2
R��OLUTION N�. 07�3�
on these rnatters will be held by the City Council on June 14, 2007
at 4:00 P.M., or as soon thereafter as feasible in the City Hall
(Cr�uncil Ghambers), located at 7�-510 Fred Waring Drive, Palm
C�esert, California. At the Public Hearing, all interested persons
shall be affarded the opportunity to hear and be he�rd.
Section 8 Notice: The City shall give natice of the time and place of the Public
Hearing to all property owners within the District by causing the
publishing of this resolution once in the local newspaper not less
than ten (10) days before the date of the public hearing, and by
posting a copy of this resolution on the official bulletin board
customarily used by the City Council for the posting of notices
pursuant to the Act. For fiscal year 2007/08, no new or increased
assessments are proposed and a mailing of a notice and ballot to
property owners is not required.
Section 9 The City Clerk is hereby authorized and directed to give notice of
such hearing as provided by law.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert
City Council, held on this 10th day of Mav, 2007, by the following vote, to wit:
AYES: BENSON, FERGUSON, FINERTY, SPIEGEL, and KELLY
NOES: NONE
ABSENT: NONE
ABSTAINED: NONE
RICHARD S. KELLY, MAYOR
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
3