HomeMy WebLinkAboutAlessandro Alley Prop & BID - Mgmt Dist. Pln CITY OF PALM DESERT
MANAGEMENT DISTRICT PLAN
ALESSANDRO ALLEY PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT
FISCAL YEAR 2007/08
�
PALM DESERT
Public Hearing: June 28,2007
MuniFinancial
Corporate Office Office Locations
27368 Via lndustria Anaheim, CA
Suite 110 Lancaster, CA Phoenix, AZ
Temecula, CA 92590 Los Anqeles Bellevue, WA
Tel:(951) 587-3500 Oakland, CA Seattle, WA
Tel: (800) 755-MUNI (6864) Sacramento, CA
Fax: (951) 587-3510
Office Locations
www.muni.com
TABLE OF CONTENTS
OVERVIEW............................................................................................ 1
Introduction 1
District Formation Process 2
DESCRIPTION OF THE DISTRICT .............................................................. 3
Description of the District Boundary 3
Description of the Improvements and Activities 3
Special Benefits of the Improvements and Activities 4
METHOD OF APPORTIONMENT................................................................ 6
Method of Apportionment Rationale 6
Parking Areas Improvements and Services 6
Method of Apportionment Calculations 6
Apportionment of Direct Costs 6
Apportionment of Indirect (Administration / Reserve) Costs 7
Total Annual Assessment 8
Annual Budget Adjustments 9
DESCRIPTION OF BUDGET ITEMS .......................................................... 1 O
Direct Benefit Costs 10
Indirect Benefit Costs (Administration / Reserves) 10
Levy Breakdown 11
District Statistics 11
District Budget 12
APPENDIX A: DISTRICT BOUNDARY MAP ..............................................A-1
APPENDIX B: DISTRICT ASSESSMENT ROLL..........................................B-2
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OVERVIEW
I NTRODUCTION
'I'he Cit}� of Palm Descrt ("(:it�'') has cstaUlished thc.�lessandr� �111c�� Propern' and I3usiness
Impr���ement T�istrict ("llistrict"). 'I'he purpose of the llistrict is to pro��ide funding for the
annual operation and maintenance of certain improvements that confer s�ecial benefits
u�on real propert�� wzthin the boundaries of the District. "1'he I�istrict is proposed to have a
maxitnum term of five ti�ears be�inning in riscal Year 200G/07 and enciing in l�iscal Year
2010/11. Once the term of the I�istrict has expired, the propert�� owners �vithin the llistrict
have the abiliri• to rene�v the llistrict for up ro another ten-�•ear term as provided b�� current
California la�v.
'1'he Cin� of Palm I)esert Redevelopment rlgenc�� (".�lgenc}•") currentl�� is in the process of
installing and constructing �-arious improvements to the parkin� areas included within the
boundaries of the proposed l�istrict. "I'he installation and construction of the improvements
will be fullj- funded by the ,lgenc5�. '1'he annual operation and maintenance of these
improvements are proposed to be funded through District assessments. '1'he assessments arc
�ro�osed to be le��ied on the I�istrict parcels that beneft from the annual operation and
maintenancc of these impro�-ements.
'I'he I�istrict has Ucen establishcd and levied pursuant to the Propertti� and I3usiness
Impr<�vcmcnt District Law of 199�, Part 7 of Di��ision 18 of the California Streets and
IIi�h�va}'s Code ("�1ct"). Pursuant to the .1ct, a majorin� of propert�� o�mers, weighted b�•
assessmcnt dollars �vithin the I�istrict, submitted a signed petiti�n rcyuesting formation of
the I�istrict. The llistrict has been formed, and a maxunum assessment appro��ed, bt� the
propern• o�vners through an assessment ballot proceeding, conducted accordin� to
�rovisions of the California Constitution �lydcle XIIID ("I'roposition 2l8"). Pursuant to thc
.�ct, the Council ma}� propose to annuall�� levt� and collect assessments to pro��ide funciing
for improvements and acti��ities authorized within the llistrict for a peri�d of fi��c ��cars
(Piscal Ycars 2006/U7 through 2010/2011).
"1'his I�fanagement District Plan ("Plan") describes the �ro}�osed I�istrict, impro�•ements and
acti�•ities, method of apportionment, special benefit anal}�sis, boundaries of the District, the
�roposed budgets, and thc maaimum assessment to be approved for the fi��c-ti�car duration
of the I�istrict. 1"he proposed assessments are based on the estimated cost to pro�•ide the
improvements, acti��ities, and o}�eratic�n that provide a ciirect and special benefit to properues
�vithin the I�istrict. '1'he costs of im}�rc>�•ements, acti��ities, and operation include all
espenditures, defici�s, surpluses, revenues, and reserves.
'1'he wc�rd "�ro�ern-," for the purposes of this I'lan, refers to real propert}' situated within
the l�istrict, and identificd as an incii��idual properh' or �arcel assigned its o�vn ,lssessment
Parcel Number b�� the Count�� of Ri�•erside :lssessor's Office. '1'he Countti- of Kiverside
,-luditor/Controller uses rlssessment Numbcrs to idenuf�•, on the ta� roll, J�arcels and
properties assessed for special ciistrict benefit as�essments.
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DISTRICT FORMATION PROCESS
,1 �vrittcn ��etition of the propern� o�vners �vithin the I�istrict, represenun� mc>re than �0
percent of the proposed District �►ssessment to bc: lc:��ied, �vas sul�tnitted to the (:it�• Council
tc� initiate fc>rination proceedings. "1'he Cit}� Council initiatcci prc�ceedin�s for the formaticm
of thc llistrict b�� ado�tin� � resolution es��rc:ssin�; its int�ntion to form thc Disirict. 'I'he
resolution of intention containecl the <�ri�inal �lanagement llistrict Plan and the time and
��lace of a public hearing on the establishment of tlie District and le�•}� c�f assessmetits.
��l�lt}71t1 IlOt ICSS than fc>rty-fi��c (4�) day�s and not morc than ninct�� (90) da�'s of adopting thc
resolution of intenti�n, the Cih- Council held a public hearing on the matter of formauon,
and causeci notice to the propern• o�vners pursuant to Section �495�4.G of the CTo��ernment
Code. I'ublic notices and assessment ballots (propert}• owner protest ballots) �vere mailed to
each propertti� owner at least -�5 da}•s prior to the �ublic hearin�pursuant to rlrt.icle XIIII� of
thc California Constitution.
�1t the public hearing, the Cit�' Council provided the public and propert�� owners an
opportunit}• to provide oral protests and written protests prior to the adoption of thc
I�ianagement llistrict Plan and the final F:n�incer's Rcport. I'ursuant to the California
Constitution �lrticle XIII1�, the Cih' Clerk or its dcsignatcd alternate tabulated �ropert}�
o�vner assessment ballots recei��ed from �ro(�ern� owners and determined that maj�rir�-
protcst did not eaist.
Pursuant to thc .�ct, thc CitS� (:ouncil shall appoint an Own�r's rlssociation (":lssocia[ion")
for the llistrict. This :lssociation shall make recommendations to the Cin- Council on the
exj�enditures of revenue derived from the le��}• oE assessments and on the classification of
properties as aj��licable. This :lssociati�n shall cause to be prepared a re�ort each fiscal }�ear
f�r which assessments are to be levied and collected. Said annual report shall be filed �vich
the Cih• Clerk and shall contain: an}• proposed changes to the district boundar��; the
improvemcnts and activitics to be proaided that ��ear; the cstimated costs f�r that }•car; the
method of assessment; the amount of am� surplus or deficit; and contributions from other
sources. "17�e Cit��Council ma��ap�ro��e the report as submitted or as modified.
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DESCRIPTION OF THE DISTRICT
DESCRIPTIDN �F THE DISTRICT BDUNDARY
'I'he I�istrict consists of all parcels located in the commcrcial business area known as the
.�lessandro :111e�� �vithin the t.;it�� of Palm I)esert, Counh• of Ri��erside. '1'he llistrict iiiclucles
t�vent5•-t�vo (22) assessable commercial parcels.
The boundaries of the llistrict are in the southwest area of the Cih� and the parcels therein
are �;enerall}- located North of I Iigh�va�� 111 and Palm l�esert llrive North; �;enerally South
of San Gorgonic> ��'a}•; adjaccnt to and South of�1lcssandro 11llc�; adjacent to and �\'cst of
i,as Palmas :lvenue; and gener111�• i?ast of�iontere�' .�venue.
DESCRIPTION OF THE IMPROVEMENTS AND
ACTIVITIES
In an effort to enhancc and improve business opportunitics and the appearance of the area
known as thc rllessandro ,�lle��, the ,�1�cnc�• currentl}• is pro��iciing funds for thc reno��ation
and capital impro�-ement of the parl:ing areas and landscaped areas related to this
commercial business center. In conjunction w�ith this renovauon, ,�lessandro .�lle�• Propern�
and 13usiness Impro��ement I�istrict has been formed to provide and ensure the continued
o�eration and maintenance of the improvements after the reno��ations ha�•e been cc�mpleted.
.111 the �roperdes within the I�istrict receive special and distinct benefits from the
im�rovements and activities t� be funded through the assessments. "1'he improvcments
include all necessar�• acti�•ities, sen-ices, operauon, administrauon, and maintenance reyuired
to keep the improvements in satisfactor�' condition including all necessar�� labor, inaterial,
and cyuipmcnt. Z'hc scrviccs mati� include, but are not limitcd to, rcgular maintcnancc, rcpair,
removal or re�lacement of all or an�• part of the imj�ro�•ements including remrn�al of
trimmin�;s, rubbish, dcbris and other solid waste; and, pro��iciin�; for thc �;rowth, hcalth and
bcaut�� of landsca�ing and lighting including cultivauon, trimming, s�ra��ing, fcrtilizing or
treatin� for disease or dama�;e as well as suppl��ing necessan� irri�ation and electrical ener�,�}•.
'1'hc specific impro��ements and acuvities include:
• 1'cu;�:iir� arru /nnd.rru�er!urear includin� but n�t limited tc� groutid covc:e, slinibs,
trees, �lants,irrigation and draina�;e s}•stems and associated ap�urtenant facilities.
• Purk.in� ureu li�btiu� ruri/ities:• incluciin� but n�t limited to bulbs, fixtures, poles,
�viring, and cicctrical cncr�.
• 1)eb�z., remoe�ul.� including but not limited ro regular mechaciical sweeping c�f the
parking areas.
The costs associated �vith the im}�rovements arc eyuitabl�- spreld among all benefiting
parcels �ti-ithin the llistrict ucilizing che method c�f apportionment described in the Section,
";�iethod of:lpportionment", �f this Plan. "1'he total funds collected shall be dispersed and
uscd for onl}• thc scn•iccs and operations pro��idcd to thc District.
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SPECIAL BENEFITS OF THE IMPROVEMENTS AND
ACTIVITI ES
.-�11 assessecl properties within the llistrict recei�-e s�ecial benefits from one or more of the
im�rc>vements and acti��ities funded thr�ugh the l�istrict assessments. In s��ecific, the
li�hting ck landsca�ing amcnities within thc parking arcas, als�, the regular s�veeping of thc
}�arking areas.
"1'he s}�ecial benefits of lighung (�arking area li�;hts) arc: the convenience, safeh�, aiici securin�
of�ro�erh-, impro��ements, and g�ods. Specificall��:
1. Lnhanced deterrence of crime and the aid to police protection;
2. Incrcased ni�httime safcn� for�atr�ns and emplo�•ecs;
3. Impro��ed��isiUilitt• for pcdcstrians and motorists;
-�. Improved ingress and e�ress to propert��;
5. Rcduccd ��andalism and othcr criminal acts and c3ama�;c to impro��cmcnts or
propert��;
G. �nhanced aesthetic appeal of the parking area and the pro�erties that are
associated�vith the parking arca;
7. Increased promotion of business activities and opportunities during nighttimc
hours.
The benefits associated�vith the impro�-ements within the parking areas are specificall�•:
8. Improved aesthetic appeal �f the parl:ing area ancl nearb}• parcels;
9. Improvcd dust control;
10. E?nhanccd adartation of the urUan envir�nment�vithin thc natural environment;
11. Impro��ed traffic circulation;
12. :� positivc representation of thc businesses �vithin thc llistrict;
13. Centralized locations for refuse collection facilities.
Parking area s�veepin� is an essetitial and necessar}• activin� for all �roperties, particularl}•
commercial pro�erties. 1'his imprcn•ement is funded through the assessments s�lel�� for the
special benefit of properties �vithin the llistrict 1�he benefits associated�vith this service is:
1. F,nhanced aesthetic appeal of the parking area and the properties that are
associated with thc parking area;
2. Impro��cd dust control.
The on-�;�ing operauon and maintenance of the landscaping, lightin� and swcepin�
improvcmentti �rovide no measurable general benefit to other propertics outside the District
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or tc� the public at lar�;e. '1'herefore, these im}�m��cments and the corresponciin�; assessments
hare been identified 1s 100% s�ecial benefit to parcels �vithin the I�istrict.
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M ETHDD OF APPORTIONMENT
METHOD OF APPORTIONMENT RATIONALE
"I'hc costs of thc llistrict impro�•cmcnts havc cach bccn appc�rtioned b}� a formula and
methocl that fairl�- distributes the net amount to be lssessed among all assessed parcels in
pro�ortion to the estimated special benefits to be recei�•ed b�� each parcel from the
1m�rovcmcnts.
PARKING AREAS IMPROVEMENTS AND SERVICES
:�ll asscsscd parccls �vithin thc 111cssandro :111c}� PBTI� ha�•c usc of, and access to, �arking
facilities (parking spacc s) that pro��ides access, parkin�, and deli�•er�' areas for the businesses
and parccls �vithin thc District.
"1'he parking spaces are locat�d alongside the assessed parcels �;rithin the I'BI1� and are
adjacent to .�lessandr� ,-�lleti•. rllthough the parking spaces are not in a centralized facilin•,
the}' can be used and accessed b}' all properties within the llistrict. f Io�ve��er, it can be
reasonabl�• expected that �arkin�; facilities closest to each assessed parcel �vill be used for
access to each such parcel.
In detcrminin� the mcthod of apportionmcnt for thcsc impro��ements, cach parccl's benefit
is based <m access to the parkin� areas adjacent to, and associated ��-ith, each parcel.
"1'herefore, it has been determined that a fair and reasonable reflection of each parcel's
benefit for the parking arcas impro�•ements shall be bascd on thc approximate front footagc
adjacent to the parl:in� areas. The parcels �ti�ithin the District front .1lessandro �111e}� and the
parking areas are on onl�• one side (north side of the prc�perh-)• "1'o ensure a reasonable and
equitable apporaonment �f special benefit, parcels are onl}' assessed for their front f�otage
along the north side of their propert�• adjaccnt to thc parking arcas.
METHOD DF APPORTIONMENT CALCULATIONS
'I'he 'I'otal Direct Costs of the �arking areas improvements and ser�•ices are apportioned to
each parcel �vithin the District based on each �arcel's front footage adjacent to the parking
areas in linear feet. In addition to a parcel's Total I�irect Cost, each parcel is assessed for
District administration ex�enses, a reser��e fund collection, and a parking areas maintenance
fund. 'I'he Indirect Costs for each �arcel have been apportioned in the same manner as 'I'otal
1)irect Costs. "17ierefore, each parcel's "1'otal .�nnual rlssessment is the sum of its
proportionate share of the Total Direct Costs and'1'otal Indirect Costs.
APPDRTIONMENT OF DIRECT COSTS
"I'he Total I�irect Costs estimated for parking areas improvements and sen�ices
(maintenance) are based on the estimated annual costs to maintain the landscaping, ligh�ing,
and mechanical sweeping of the parkin�; areas �vithin 111essandr� r111e��. "11�is 'I'otal T�irect
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(:ost, di��icled b�• ihe sum c�f the linear frc>tit foc>ta�e c�f all parcels �vithitl the llistrict,
establishes a rate �er �arcel linear fcx>t. This rate multil�licd b�• each parcel's front Ccx�ta�e
eyuals the pareel's ��ro��or�i�iiate share c�f the �arkin�; areas maintenance costs (rouncied to
the nearest e�-en �enn��).
'I'he plans ��rc��c�sed for construction of imE�ro�•ements are for a beginning date in f�all 20(17
and cc�tnpletion b�� e1rl�� 2008. Currcntlti� thc improvements ha�-c nc�t ��ct bcen complcted arid
assessments �vill not be collected until I�iscal �'ear 2008/09 or ���hen im��rovements are
cc�mpletc.
"1'hc rates pr�vided bclo�v are the maximum all<��vablc and actual proposed assessment rates
for l�iscal Year 2007/08 onl�•. Please refer to the l�istrict l�ud�et ('1'able 4) for future
asscs,mcnt rates.
O/RECT COST RATE CALCULAT/ON
Total Direct Cost / Total Front Footage = Rate per Linear Foot
Rate x Parcel Front Footage = Direct Cost Assessment Component
Table 1 lists the proposed }�Y 2007/08 direct costs and costs per linear foot.
� Table 1: Direct Cost Proposed Assessment and Rate
Proposed Proposed Rate
Direct Costs (per Front Footage)
for FY 2007-08 for FY 2007-08
First Fiscal Year Maximum $ 13,900 $ 7.920
First Fiscal Year Actual* $ - $ -
"District will not be levied for FY 2007-08
APPORTIONMENT OF INDIRECT (ADMINISTRATION /
RESERVE) C�STS
To ensure the improvemcnts, acti��ities, ancl services provided and funded through the
District are continued, each parcel �vill be assessed for aciministrati��e and resen�e costs.
These include all expenses related to the administration of the District as �vell as the
collection of mone}� to�vards a Parking �-lreas �faintenance Fund and an Operating Reserves
Fund. t�or I�iscal �'ear 2006/07, the Reser��e f�und Collections were slightl�� under thirn•-eight
percent (37.G9%) of the annual 1'otal llistrict Costs. Fiscal Year 2007/08 w711 not be le��ied
due to the im�ro�•ements not being complete. I�or I�iscal Years 2008/09 through 2010/11,
the Resen�e r'und Collections are pro�osed tc> be under t�venn•-se��en percent (2G.5(l"'�) of
the annual Total llistrict Costs.
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Similar tc� the method of a��portionrnent for "1'otal I�irect Cc>sts, the l�istrict's inciirect cc�sts
are a}�}�ortic>►�ed ro each parcel based on each l�arcel's fr<>nt footage. "1'he rate provided belcnv
is thc inaximum allc����ablc ratc Cor ]�iscal �'ear 2007J08 onl��. Plcasc rcfcr to thc I�istrict
I3ud�et ('1'able -4) f<�r future assessment ratcs.
/NO/!?ECT COST RATE CALCULATION
Total Indirect Cost / Total Front Footage = Rate per Linear Foot
Rate x Parcel Front Footage = Indirect Cost Assessment Component
Table 2 lists the �roposed I�Y 2007/08 inciirect costs and costs per linear f�ot.
Table 2: Indirect Cost Proposed Assessment and Rate
Proposed Proposed Rate
Indirect Costs (per Front Footage)
for FY 2007-08 for FY 2007-08
Second Fiscal Year Maximum $ 6,386 $ 3.640
Second Fiscal Year Actual $ - $ -
'DisUid will not be levied for FY 2007-08
TOTAL ANNUAL ASSESSMENT
I?ach parcel's Total rinnual ,�ssessment is the sum of its proportionate share of the District's
l�irect Costs and Indirect Costs. The preceding description of the method of apportionment
outlines the estimated cost and rates applied for the llistrict in fiscal ��ear 2007/U8. 'I'he rates
providcd below arc thc maximum allowable and actual proposed assessment ratcs for I�iscal
Ycar 2007/08 onl}'• Please rcfer ro the I�istrict Budget (Table�) for future assessment rates.
TOTAL COST RATE CALCLJLAT/ON
Direct Cost Rate + Indirect Cost Rate = Total Rate per Linear Foot
Total Rate x Parcel Front Footage = Total Parcel Assessment
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Table 3 lists the rro}�c�secj I�Y 2O07/�K total c<�sts and cc�sis }�er linear foot.
Table 3: Total Cost Proposed Assessment and Rate
Proposed Proposed Rate
Direct Costs (per Front Footage)
First Fiscal Year for FY 2007-08 for FY 2007-08
Direct Costs Maximum $ 13,900 $ 7.920
Direct Costs Actual* $ - $ -
Indirect Costs $ - $ -
Total Costs Maximum $ 23,400 $ 13.320
Total Costs Actual* $ - $ -
'District witl not be levied for FY 2007-08
ANNUAL BUDGET ADJUSTMENTS
For the initial five}'cars of the Pl�ID, annual assessments ma�� bc adjusted b�• the ;1lessandro
1111e�� Pl-3II� �lssociauon up to three percent (3�'0) per ��ear. ,�ctual annual adjustments ma��
ran�e from �ero percent (0°%�) to three percent (3'%). ��cljustments ma}� differ from �•ear to
}�ear depenciing on the sen�ice needs identified b�� the .�ssociatic>n. In am� event, assessments
�vill not eaceed the levels illustrated b�• the l�istrict L3udget (1'able -�).
r1n�• annual buci�et surplus or deficit �vill be accrued into the followin� �-ear's PBID budget.
.lssessments will Ue set accorciingl�•, within the constraints of the annual adjustment, to
adjust for surpluscs or deficits that 1rc carricd for«�ard.
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.Llunll•7imirrirr! Pnqe 9
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DESCRIPTION OF BUDGET ITEMS IN TABLE 4
DIRECT BENEFIT COSTS
• I�ndsruj�e ,11ui�rte�ra�rce: Includes all re�;ularl�� scheduled labor, material (e.g. pipe,
fcrtilirer, lnsecticides), and eyuipment rcquircd to I�roperl�� tnaintain and cnsurc
thc satisfactor}� cociciition of all landscapin�, irrigati�n and drainagc sti•stcros, and
a�purtenant facilities. ;111 landscapin� itn(�r��vements w7thin the I�istrict are
contracted for maintenance and ser�•ice c�n a re�ular basis. '1'he freyuenc}' and
specific maintenance and opera[ions reyuired ��,nthin the District �vill Ue
determined bt� Cit}• staff. "1'he landsca�e maintenance area is approximatel}�
10,000 square feet.
• I_crnd.rcu�e Pirnring: Includes all regularl}- schedulecl labor, material, and equipment
required to properl� maintain and ensure the satisfactor}' conciition of all trees
including palm trees, and appurtenant faciliaes. r1ll landscaping improvements
w7thin the llistrict are contracted for maintenance and ser��ice on a regular basis.
"1'hc frcqucnc�- and spccific maintcnancc and operations rcyuired within thc
District �vill Uc deterrruned b�� Cit�' staff. There «rill be appr�ximatel�� �� trces to
bc tnaintaincd.
• I_cr�rrlscu�ie lt'utei: l'tilit�� cost to furnish �vater for reyuired landscape irri�ation.
'1'he landscape maintenance area is approa:imatel}• 10,000 syuare feet.
• I1�hting: The furnishing of electricit�• rcyuired for the operation and maintenance
of the lighung faciliues. "17�e Cih� contracts for the furnishing of its clectricit}� for
street lighting, which includes normal maintenance and bulb replacement. This
cost does not include repairs or replacement of damaged facilities due to
��andalism, accidents or smrms. '1'here will be a�proximatel�� 30 street li�hts to be
serviced.
• Su�eepi�r� Se�ices: \�'eekl�� cicaning of the parkin� areas and gutters using a
contractcd, mcchanizcd scr�-icc.
• I�ads��e Rcpairr/I1�/�ti,r�: '1'his itcm includcs rcpairs that arc not normall��
included in the �'early maintenance contract costs. 'I'his mat� include repair of
dama�cd amcnitics duc to ��andalism and storms, as �vcll as planncd up�radcs
which could include replacin� plant and light.ing materials or reno�-ation of
irri�atic>n and lightin�s�•stcros.
INDIRECT BENEFIT COSTS (ADMINISTRATION /
RESERVES)
� DI.fl17G'� :�ICIIYl1/II.fI/'CJl10Ii: I'he cosr to all departments and staff of the Cih�, for
pro��idin� the coordination of District scrviccs, c��cratic�ns and maintcnancc <�f
.11uirit•riraniiu! ------ ------ Pnqe 10
(:it� oJ 1'nGii 1)e.re�7 il/e.crundro.�10e� ProrriY� uurf Rraineer linpinuement 1)�:�I�ri!
f'rirnl.11nitn�enirnt 1)rrhi�'!P/ui�
f•r.r�r�l��ear_007/OX
thc I�istrict, respc>nsc tc� public conccrns anci cclucacion, anci proccdures
assc�ciated �trith the lev�• �nci cc>llecticm c>f assessments. "1'his cc�st alsc� includes
contractin�; ���irh ��rofcssionals to �ro��idc 1CICj1[1OI11I administrativc, lc�;al, or
cnginccrin�; scn�iccs s�ccific �o thc llistrict.
• Uf�er�rti�r; ►�esen.��� Ft�irrl.• '1'lie OE�eratin�; Resen�e I�und �ro��ides for collection c>f
funds to operlte the I)istrict, for each fiscal }'�ar, from the time period of Jul�� 1
thmu�h �anuar�� «�hcn nc� C�un�ti� provides the Citti� with thc first installmcnt c�f
assessments c�llectecl from the pr�pern- tas bills. '1'he Operatin� Reserve I�'und
climinatcs thc nccd fc>r thc (:in• to transfcr funds from non-District accounts to
pa�� for l�istrict charges during the first half of r�Y 2008/09 through f�Y
20]0/ll.
• Parki�r� ,�reus �1laiirtenunce Nu�rd� 1'he Parking Areas i�Iaintenance l�und �ro��ides
funds for the sealing and re-striping of the �arking areas after the fourth ��ear of
thc tcrm of thc District. Thcsc funds arc proposcd to Uc hcld in rescn�e until
such umc as thc scaling and re-striping arc rcquircd and thcrc are sufficient fiinds
to pati� for thcir costs.
• In.curcur��e:"I'his line item sup�orts insuranee costs for the operation of the I�istrict.
LEVY BREAKDOWN
• "I ntal I�i.ct�rct C,o.rt.,:This is thc sum total of all budgctcd Dircct and Indirect costs.
DISTRICT STATISTICS
• Total Parie%r'I�e total number of parcels�vithin the llistrict.
• 7 alul PurieLr to I�z�c "I'hc total numbcr of parccls �vithin the llistrict that will bc
assessed. '1'here are currcntlti� no eaem�t parcels �vithin the I�istrict; ho�vever,
non-assessed lots �r parcels ma�• include easements, common areas, and parcels
�vithin the boundaries of the llistrict that do not benefit from the impro�-ements.
• '1'otn/1�roni I�ootcr�e (1'u�;�inX f]�eu.�):This is the sum total of the parcel front footage
applicd to cach parccl within thc I�istrict.
• I.er.�y� IZate j�er l�irect C,ost.r This amount represents the Rate being applicd to each
parcel's incii��idual front foota�e for I�irect Costs. "I'he Lev�� Rate per llirect
Costs is the result of di��iding the estimated "1'otal I�irect Costs for that ��ear b}�
thc sum of the District's "I'otal I�ront I�ootage. 'I'he rate is calculatcd to threc
dccimal places.
• I.ecry Rute�er I�tdirect C,osts:This am�unt represents the Rate bcing applicd to cach
parcel for ,�dministratic�c Costs, the Operating Kescr�-e N�und and thc Parking
.�reas I�iaintenance Pund. '1'he Le«� Rate per Indirect Costs is the result <�f
di�•idin�; lhe es[imated �1'otal [ndirect Costs for that }•ear b�� the sum c>f tlie
District's 'I'otal Front roota�;e. '1'he rate is calculated to three decimal places.
-- -— - _- _....- ------
J1�rnrFrnrut�rr�/ Pnqe l 1
C.rt� o�Pn/m Ue.rril �lle.r.ruiirbn/1/le} P�r�hei9� n�rrl Bir.ri��rrr Imf�rouement I)r.rlir<(
Frn��/J 1 nnqgemeitl 1)i.rhi�7 P/rm
1•i�r'nl}'ern'200'/Ob'
• 7'ot��ll��t�� �Zuir/or Ui.rl�rrl �.o.rl.r: 'lhis is the sum total c�f the I,ev�• Rate E�er l�irect
Costs and the l.e�-�� Rate }��i Inciirect Cos�s. "I'he rate is calculate�i to three
dccimal �laccs.
DISTRICT BUDGET
Thc llistrict Budget shown on the foll��ving taUle ("I'ablc 4) lists the estimatcd costs of
pro��iciing the vari�us improvements and services w7thin the l�istrict. '1'he costs and the
resulung ratcs for Fiscal Year 2007/08 through I�iscal Year 2010/11 arc bascd on thc
estimated costs to pro�-ide the impro��ements and services for each }�ear, adjusted for the
three percent (3°/�) inflauon factor.
'I'he ,�ssociation, a}�pointed b�� the Cih' Council, �tinll annuall}' review the I�istrict costs and
make recommendations for an�• changes or adjustments to the budget. Changes to the
budget could result in chan�es to the annual assessment but thc resulting total assessment
mati� not cxceed thc maximum rates established in thc I'lan u�ithout first obtaining propert��
owncr approval through assessmcnt ballots.
.Iluniri�u�niin! ----- ---- - - Paqe 12
C.71� oJ Pnbu 1�P,rer7 il/e.r.rnndin fl//r� 1'�nrr�)7)'O/!(I RlIJ!/!PJ'J III/�ibPP/lltYit Ui.rlii�t
. 1�rirnl.Ilnnnqei»e�rt 1)Lrh-rrt P/rm
I'�u'al�rnr200�/OS
Table 4: Five Year Budget
Actual
Proposed Maximum Proaosed Assessment for Fiscal Years
Assessment
Budget Item FY 2007-08�'� 2006-07 2007-08 2008-09 2009-10 2010-11
Direct Benefit Costs
Landscape Maintenance Costs $ - $ 4,500 $ 4,635 $ 4,774 $ 4,917 $ 5,065
Landscape Pruning $ - 2,250 2,318 2,387 2,459 2,532
Landscape Water $ - 1,700 1,751 1,804 1,858 1,913
Lighting $ - 2,250 2,318 2,387 2,459 2,532
Sweeping Services $ - 1,500 1,545 1,591 1,639 1,688
Landscape Repairs/Lighting - 1,700 1,751 1,804 1,858 1,913
Subtotal Direct Costs $ - $ 13,900 $ 14,317 $ 14,747 $ 15,189 $ 15,645
Administration/Insurance
DistrictAdministration - 3,000 3,090 3,183 3,278 3,377
Insurance 300 309 318 328 338
Subtotal Administrative Costs $ - $ 3,300 $ 3,399 $ 3,501 $ 3,606 $ 3,714
Reserve Funds
Paricing Areas Maintenance Fund - 3,500 3,605 3,713 3,825 3,939
Operating Reserve Fund - 2,700 2,781 2,864 2,950 3,039
Subtotal Reserve Fund Costs $ - $ 6,200 $ 6,386 $ 6,578 $ 6,775 $ 6,978
Lew Breakdown
Total District Costs - 23,400 24,102 24,825 25,570 26,337
Balance to Levy $ - $ 23,400 $ 24,102 $ 24,825 $ 25,570 $ 26,337
District Statistics
Total Parcels 22 22 22 22 22 22
Total Parcels To Levy 22 22 22 22 22 22
Total Front Footage(Parking Areas) 1,756.68 1,756.68 1,756.68 1,756.68 1,756.68 1,756.68
Levy Rate per Direct Costs $ - $ 7.920 $ 8.160 $ 8.400 $ 8.640 $ 8.900
Levy Rate per Indirect Costs $ - $ 3.520 $ 3.640 $ 3.740 $ 3.860 $ 3.980
Total Levy Rate for District Costs $ - $ 13.320 $ 13.720 $ 14.140 $ 14.560 $ 15.000
Operatinq Reserve Fund Ba/ance
Previous Balance 2,700 - 2,700 5,481 8,345 11,296
Ending Balance - 2,700 5,481 8,345 11,296 14,335
Parkinq Lot Maintenanae Fund Ba/ance
Previous Balance 3,500 - 3,500 7,105 10,818 14,643
Ending Balance 3,500 3,500 7,105 10.818 14,643 18.582
Ma�dmum annual assessments for direct benefrt costs,adminisVatn,e casts and resene fund collec6rn are adjusted by 3%from the previous Fiscal Year
for Fiscal Years 2007-OS through 201 a201 t The PBID Advisory Boerd will determine the amount of any actual increase fa those years which may nd
ewCeed 3%per ye�ar.
"'FY 2007-OS Improeements have not yet been completed ttiierefae district will not be le�,ied
Sources:City d Palm Desert;MuniF�nancial
.'LltuiiFr�rnniln/ Pnqe 13
(.7t��o/Pa/m 1)e.rei7 �]le.ciznrrl�n:1/!t�) P�nf�ei't� nndBu.rnre.r,r lmj��nveme�rt 1)r.rlii�J
l�nrul.Ilnun�rnreirt 1)i.rhi<I Plmr
Pi.au/l���ar200'/08
APPENDIX A: DISTRICT ASSESSMENT DIAGRAM
'1'he _11ess1ndr� ,\lle}' Propert�• and I3usiness Im��ro��ement I�istrict consists of the �arcels
sho�un �n thc follo�ving District ��scssmcnt Dia�ram. "I'hc .lsscssmcnt Dia�;ram is based c>n
the (;oun�ti� �f Ri�-erside's �lssessor'� i�faps anci icientifies all the parcels of land �vithin the
�ropc>scd District.
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APPENDIX B : DISTRICT ASSESSMENT ROLL
I'lrcel identification, for each lc�t c�r j�arcel within the District, shall be the parcel as sh��vn
on the Count�- ,�ssessor's 1�1ap for the year in which the I�.ngineer's Re}�ort is }�re�ared.
,-� listing of parccls asscsscd ���ithin this District, alon�; �vith thc asscssmcnt amounts, is
includecl c>n the follo�ving page.
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