HomeMy WebLinkAboutRes 08-52 and 08-53 FY 2008-09 PD Landscape and Lighting DistrictREQUEST:
SUBMITTED BY:
DATE:
CONDITIONS:
Recommendation:
CITY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
1. Approval of the Final Engineer's Report for the Consolidated
Palm Desert Landscape and Lighting District for Fiscal Year
2008/2009.
2. Approval to Order the Levy and Collection of Annual
Assessments within the Consolidated Palm Desert Landscape
and Lighting District for Fiscal Year 2008/2009.
Ryan Stendell, Senior Management Analyst
Stephen Aryan, Assistant to the City Manager
June 26, 2008
Resolution No. (s) nR-s7 , nR-51
Final Engineer's Report FY 2008/2009
Table 1 (Annual Levies)
Waive further reading and adopt:
1. Resolution No. 08-52, approving the final Engineer's Report for the Consolidated
Palm Desert Landscaping and Lighting District for Fiscal Year 2008/2009.
2. Resolution No. 08-53, ordering the levy and collection of assessments within the
Consolidated Palm Desert Lighting and Landscape District for Fiscal Year
2008/2009.
Executive Summary:
The Palm Desert Consolidated Landscape and Lighting District consists of 35 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 22, 2008, 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 12, 2008, 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 08/09
Page 2 of 2
June 12, 2008
Discussion:
At its May 22, 2008 meeting the City Council approved the preliminary engineers report
and set the public hearing date of June 12, 2008 for the Palm Desert Consolidated
Landscape and Lighting District. This district is made up of 35 individual landscape and
lighting districts within the City. Many of these individual districts have frontage on
major City arterials leaving staff responsible for maintenance in these areas. Staff has
continually maintained the majority of these districts in a manner consistent with City
landscape standards. Staff has identified approximately five of the 35 districts which
are underfunded and staff cannot give the appropriate level of service. Staff has begun
the process of informing the neighborhoods and attempting to increase the levy.
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:
Ryan Stendell
Senior Management Analyst
Department a
Homer troy
ACM for Developme ram: ervices
Approval:
Carlos L. Ortega
City Manager
Paul Gibson
Director of Finance
COUNCIL
APPROVED
RECEIVED,
4 .A/os..
t€ETIF DATE
ABSENT:
ABSTAIN
VERIFIEDlr�inal on �1.e �i?� h City
..
wt _C �� rk' .s 0f fire
TION:
DENIED.
OTHER ,4dr,p(ad
RESOLUTION NO. 08-52
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 2008/09
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, 2008 and ending June 30, 2009; 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 2008/09" (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 2008/09.
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 , 2008.
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert, California
JEAN M. BENSON, Mayor
2
RESOLUTION NO. 08-53
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 2008/09
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, 2008 and ending June 30,
2009; 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, 2008 and ending
June 30, 2009, to pay the costs and expenses of operating, maintaining and servicing
landscaping and street lighting improvements and appurtenant facilities located within the
District, and for which assessed properties receive special benefit.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY COUNCIL FOR THE DISTRICT, AS FOLLOWS:
Section 1 Following notice duly given, the City Council has held a full and fair
Public Hearing regarding the District, the levy and collection of assessments, the
Engineer's Annual Levy Report prepared in connection therewith, and considered
any oral and written statements, protests and communications made or filed by
interested persons regarding these matters.
Section 2 Based upon its review (and amendments, as applicable) of the
Report, a copy of which has been presented to the City Council and which has
been filed with the City Clerk, the City Council hereby finds and determines that:
a) The land within the District will receive special benefit by the
operation, maintenance and servicing of landscaping, lighting, and
appurtenant facilities within the boundaries of District.
b) District includes all of the lands receiving such special benefit.
c) The net amount to be assessed upon the lands within the District is
in accordance and apportioned by a formula and method which
fairly distributes the net amount among eligible parcels in
proportion to the special benefit to be received by each parcel from
the improvements and services for the fiscal year commencing July
1, 2008 and ending June 30, 2009.
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, 2008 and ending June 30, 2009.
Section 8 The City Clerk, or their designate, is hereby authorized and directed
to file the levy with the County Auditor upon adoption of this Resolution.
2
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City
Council, held on this day of , 2008.
AYES:
NOES:
ABSENT:
ABSTAINED:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert, California
JEAN M. BENSON, Mayor
3
CITY OF PALM DESERT
ENGINEER'S ANNUAL LEVY
Consolidated Palm Desert
Landscaping And Lighting District
Fiscal Year 2008/09
INTENT MEETING: May 22, 2008
PUBLIC HEARING: June 12, 2008
MuniFinancial
Corporate Office Office Locations
27368 Via lndustria Anaheim, CA Orlando, FL
Suite 110 Lancaster, CA Phoenix, AZ
Temecula, CA 92590 Oakland, CA Bellevue, WA
Tel: (951) 587-3500 Sacramento, CA Seattle, WA
Tel: (800) 755-MUNI (6864)
Fax: (951) 587-3510
www.muni.com
ENGINEER'S REPORT AFFIDAVIT
Establishment of Annual Assessments for the:
Consolidated Palm Desert Landscaping and Lighting District
Cit�� of Palm Desert,
Count�� of Riverside, State of California
'1'his Rcport ic3entifics thc �arccls ���ithin thc llistrict and thc rcic�-ant zc>ncs thcrcin, as thc�•
e�isred ar nc� rimc of�assa�;e of the Resc�lution c>f Intention. Refercnce is hereb�• made to
the Ri��er,icie (;c>tuih� :�sscssor's ma�s fc�r a detailed descriptic�n c>f the lines 1riC� (I1TT1CriS1()175
e>f parcels �t.ithin the llistrict. "I�he C�ndersi�neci respectfull�� submits the enclosed Re�<�r.t as
a�r��t�a t�,� t��� c;in� Council.
sfi
l�ared this 2 � da�• of �� , 2008.
��Iuni{�inancial
:\sscssment l;nginccr
On lichalf c�f thc Cii� c>f Palm I�cscrt
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l�istricr :�dministratic�n Scr�-iccs
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TABLE OF CONTENTS
I. OVERVIEW ............................................................................................................... 1
A. Introduction........................................................................................................ 1
B. Compliance vvith the Current Legislation..........................................................l
C. General Description of the District and Services...............................................2
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES.................5
III. METHOD OF APPORTIONMENT..................................................................16
A. General...............................................................................................................16
B. Benefit Analysis.................................................................................................16
C. Assessment Methodology..................................................................................18
D. Assessment Range Formula..............................................................................19
IV. DISTRICT BUDGETS.........................................................................................21
A. Description of Budget Items.............................................................................21
B. Disttict Budgets ...............................................................................................24
APPENDIX A—DISTRICT BOUNDARY MAPS.......................................................57
APPENDIX B—2008/09 ASSESSMENT ROLL.........................................................58
(:c�nsc�liclatecl Paltn 1)csrrt I,:�nclsca�ing and I.i};hting
\[:iintcnancc.lsscssment I)istricr
I:n�inccr': Repr�rt,I�iscal l'car?UUS/119
I. Overview
A. Introduction
'I�he Citt' c>f P:ilrn l�esert (hereafter referreel to as "Cit��") annuallti Ie�•ies and cc�llects s�ecial
asse�sments in c>rcier to prc>�-iele and maintain imprc>vements �vithin the (:�ms�>lidated Palm
l�e�ert l.anc��caping and l.ightin� :�[aintenance :1��estiment Di�trict (hereafter referreci to as
thc "District"). '1'hc I7istrict «�as fc>rmed in 1993, thrc�u�h thc a�nsc>liciatic�n of sc�•cral
in�1i�•icival laiid�capin� ancl lightins� maintenancc �ji�trict, that prc�-ic�uslti cxistcd �vithin thc
Cit�-. 'I'hc <�ri�;inal districts ancl �ubscyucnt anncxations ��f ��ari�>us territorics and
de�-cle�pmenis t<� the (:c>nsc>liciated llistrict are icfentitied as se��arate '/.ones and/or �ub-
zcmes (hereafter referrecl to jointl�- a. "'l.cmes"). 'I�he I�istrict anci the 'l.ones thercin ha�•e
bcen esrablishcd <l[1C� arc le��ied �iriIlU11 asse.�ments E�ursuant to chc I�nrd.c�����i�r� UI1lI I1�htrim,
�1�7 0/�197�. Nu>>2 of 1)iri.cio�t l� o/�tl�e C.ali%r�uc�.S�t�����t.c c�nr!F1i�b1��u��s (,orlr (hereafter referred to
a� thc "197? ;\ct"). .
'1'hi� I�;ti�ineer'� :lnnual l,c���� Rep<�rt (hercatter rcferreci tc> as the "Re}�c>rt") cie�cribes tlie
I�istrict and imE�rc��-cmcnts, am• pr<�pc�scd changcs t�> thc l�istrict ��r iml�ro�-cments and thc
pr��p�>scci bud�cts and assc,smcnts tor l�iscal Ycar ?I108/U9. '1'hc prc>��oscd asscssments arc
haaecl c>n the (;it��'s estimatecl cc>st tc> maintai�i the iinl�ro��ements that prcn•ic3e sJ�ecial benetlt
tc> ��r<��erties ��'1(Ill[1 [IlE I�isirict. �l'he �•aric>us im�rc»�ements �vi�hin the l�istrict ancl the costs
��E thc>se im}�ro�-ement. are iclentiEied anci bucigeted separatel�� f��r e:�ch "/.c�ne, includin� the
cs�cnclicurc�, c�cticits, sur��luscs, rc��ctiucs, anci rc�crc�c�.
"I�he �vord "parcel," fc>r the �urpc�,es c>t this Re�x�rt, refers tc> an incli�•idual �rc�pert�� a��i�nec�
its cnvn :\��cs.mcnt Vumbcr b�• thc Ri�•crsidc Cc>unh- :1�sc,sor's C)fficc. '1'hc Ri�•crside
Counn- .luditor/(;ontrollcr uscs :ls�cssmcnt I�umber� anc� �pccific I�und [�umbcrs, to
ieientif�� c>n thc tax r��ll, }�r<�perties assessed f<�r special district benefit asses�ments. I?ach
rarcel �vithin a "/.c>nc is �issesscd ��rc��c�rtic>natcl�� f<�r <ml�� thc�sc imPrU��cmcnts pro�-i�led in
that '/,onc frcnn �lhich thc ��arccl rccci�•es ;�ecial bcncfit.
.1t a n�>ticc�l Pul�lic {Icarin�, the (:ir`� Cc>unci] «•ill cc�nsiclrr all tc�timc>ii� and ��-rittcn
c��mir�cnt� presentcd an�i mat- �lircct am- neccssar�� moclificati�ms ic> thc Rc��ort and a��pro�•c
the RrEx�rt as subnuuca c>r amencieci. I�c>lle����ing ��ppre���al c>f the Rerc>rt, the Cit�� (:c�uncil b��
re�oluti<m, �hall order the impr�n•ement� u> be ina�le, and c<�ntlrm the le�-�� an�l c<�llecti<�n of
;i•se,�ments �ursuant t<� thc 197? .Act. '1'he as�essment rates and methrxl of a��porti�mment
cie�cribecl in this Re��c>rt as aP��rc>�-ec3 bt� the (:in- (:<�uncil �iefines the asses�ments ro be
ap}�liec] to each �arcel «�tithin the I.�istrict f�r l�iscal I'ear ?U(l8/U9. "1'he assess►netits as
a��ro�•rd «-zll be submitteci t�> tlic Ri�-ersicie Count�' :luditor/(:ontr�>ller to be includec� <>n
the Pr<��crri- ta� rc>ll f�>r cach }�arccl ti>r thc ti�cal ��car.
B. Compliance with the Currcnt Legislation
'I'hc (;it�� C��uncil annuall�� conduct� a �ublic hcarin� u> acccpr j�ublic c<�mmcnt� and
tc�t.iincm�-, ro rc�•ic�v thc Rc�x�rt anci acic�pt thc annual a��c.�tncnts tc� be Ic�•icc� c�n thc
1(m�i1•iu��i��i�i/ P��,�� I
(;onsc�li�arrd 1'alm l�rscrr I.:indscaping;inci I.is;htin};
\I:�inicn:tncc.\sscssment I)istnct
I�n,inecr's Rrpc>rt,f�iscal 1'c.tr 2U08/119
(:ounr}• ta� r��ll t��r ihc tiscal ��rar. 'l�'h� as�cssmenrs dcscribcd in rhi� Rcport ancl
subseyuentl�- apprcn•ed b�- the (:in- Council ha�-e bcen j�repared in acec�rdance �47th the 1972
.�ct and in cottipliance �vith tllc J�ro��isions ��f thc C.�u/ifoi��ricr (.�o�t.+�titrrtioii, ��Irti��le .k7�11)
(hercaftcr referrcc� t�> a, rhe ".lrticle 1IIIIY'}, �ti�hich �ti•as enactcci b�• the pa.sa�c of
Pro}�osition "_'18 in Ncn•cmbcr 199G.
In a�in�liaricc ��•ith thc �r���-isions <�f .�rticic �1I11�), in }�iscal Ycar 199?/98, thc (;it��
cc>nducted pro��ern� �n��ner ball��t prc�ceeclin�s for the s�ecial benefit aase�sments applicable
to each c>t rhe esisting 'l,c�nes «�ithin the Di�trict. :1t that time, the assessments �resentec3 to
E�ro}��rn� c����ner` inclucled the aa;es.ment ran�e fc�rrnula pre�•i<�usl�• e,tablished for the
l�i,trict ancl clescribecl in this Repc>rt. l'�c�n tabulatic>n c>f the ballc�ts returned, it ��-as
cieterininecl th�t majorin� }�rc�tcst ciici tic>t etist and �he (;it�- C�uncil aE�E�ro�•c�i atici acl<��tccl
thc as,cs�mcnts aric3 asscssmcnt rati�c fc�rinula balloteci �nd a��pr<n�cd b�� thc �rc��crn�
c�u�ner�. Similar proceec�in�a ha��e been cc>nc�ucted fc>r all ne��• or increaseci aasessments
inchidin�an��annelatic�ns to thc l�istrict.
C. Generat Description of the District and Services
'I'he Cit�� annuall�� Icvic� anci cc>llccts asscssmcnt, in c>rcicr i<� maintain anc� scn�ic< <•aric�us
imj�r���•ementa ��-ithin thc District. I�or I�iscal �'ear ?l)l)8/(19, the l�istrict is cr>m�ri.ec� �>t
tliirt��-threc (3.ij se�arate benefit 'l..c�nes, each fuiiclins; specitic impren-ements aricl ser��ices.
'1'hc I�istrict pro�•idcs f��r thc maintcnancc and o�cration oE l��cal landsca��in� ancl li�htin�
im��ro�-cmcnts and ass<�ciated a���urtcnances locatcc3 ��,-ithin thc p��blic ri�ht-of-�va��. and
cle�licated lan�iscape ea�ements. 'I'he im�rc��-eincnts anc3 the annual cc�sts <�} tho�e
im��rcn•ements are iclentificd :it1C� l�u�lgetcd separateh fe>r each "l,c>ne, inclueiin�; the
e��enciiture�, �leticit�, sur}-�lu�e,, re�•enuea, and reaer�-es.
'I�he itn��rcn•ernents rr��-ideei an�l tc>r ��.hich I�arcels are le��ieci ��ecial bcnefit asse�sments
��•ithin thc llistrict can be catc�<�rizc�l as thrcc (3) itn}�rc���cmcnt n-I�cs.
1. L��cal street li�htin� (residential �treet li�litin� as�<>ciate�l �ti�ith the j�ro��erties �ti�ithin the
'/.�mc ancl �pccitic subcii��isic��is).
?. I,c>cal lanciscapin� imprc>�•cmcnts inclu�iin�; �ark«-a�s, perimctcrs, cntr���t•a�•s, lc�cal
m�•ciian�, an�l intcrnal lanciaca�ccl amcnitics.
3. ��ecial 'l,<�ne ser��ic�s inclticlin� iree trimmin�, �raftiti :ind «�eecl abatement ancl
latic]scaE�c inaintcnancc c�f ticu>d ccmtrc�l areas (rctcntic�n anci�icienci<>n basins).
�I he cc�sts a�sc�ciateci ���ith the imE�r<���ements authc�ri-r.ec] b�- the pre���i�icros c�f the l9?? :1ct
:ire cyuitabl�� �pread am<�n� the bcnetitin� ��arccls in }�r�pc>rti<�n to the �pecial beiietit the��
recei��e Ot�lt ��arcels that recei��e s��ecial benetits from the impro�-ements are assessec{, anci
each "./.cme con.i:ts <�f parcels that benetlt from thc>�e s��ecitic imj�ro�-ements.
l,an�i�carc imrrc��•ement� tnaintainecl b�� thr I�isirict an�j si��c>ciated �ti�itll e:icli "l.c>cle ��•ere
cithcr in,tallcd ;is a cc>nciirion <>f cir��cl�>pment <�r ��•crc in�talled f<�r thc bcnctlt ��i tl�c
l l unil•7ii�in�r��/ /�,��r?
(:cnis��lid.itcd Palm llcscrt L.inclsca��ins;;�n�1 l.i�hnng
'�I:iiiitcnancc.\s>cssment llistrict
I:n�inecr's Rr�c�rt,H�i;cal 1�ear'_11118/09
}�rc>��crtics as;eascd. "1'hc• landscaj�c iinj�rc>��crncnts a,sc�c:iatcc] �vith cach '/.unc ma�• inclucic,
but are not limitcd to: opcn ���acc arcas; mcdians; park�va��s; sl<>pcs; rctcntion c�r dctenti<�n
ba;in arcas; and public ri�ht-of-���a�s or cascmc:ilts that prc>�•icic �}�ccial benctlts to thc
E�arccl,. 'I'hcsc imJ�rcn-cmcnts ma�� inclucic�, but arc n<�t limitcc3 to: nirf, �rc�und ccn-cr, �hn�bs
ancl trccs, irri�;ation s��stctn�, ciccorati��c li�;htin�, �vatcr fcatures, cntrt• m�mumcnts, draina�;c
s�stems, har�lticapes anci as�c>ciated a�purtenances. 5imilar to lanci,ca(�e itnprc���ements, street
li�htin� iin�r<��-ements funcled thr<�u�h I�istrict asses.ments �vere i�istallec] f��r the benetlt c�f
J�re���ertie, «-ithin each of the lones anc� the as,essmrtits pr���icie tc>r the maintenance,
operatic>n and cncrs;}� costs relatec] to th��sc �trcct li�ht impro��cmcnts.
Ilnni�'ii<<naral 1'��{r 3
Cc>n,�,liciarccl Palm[)cscrr Lanclscaping an�i I.i�hting
\fainrcnancc.\�scssment llisrrict
I{n};inccr's Rcport,k�iscal 1'ear?uU8!U9
"I'hc t<�llcn��in� table lists thc "l..oncs anci Sub-zoncs ���ithin thc llistrict and a summar�� of thc
�.�rccls fc�r I�i:cal Y'car?(111H/U9.
l�l�:�i I:I�I'1''l.()NI,:S
Assessable
"l,one Number "l.one Name Total Parcels Parcels Total EBU
/.unc."_+? (.:ltic�m(.�i�•c ��� �'7� ���.11ll
/,�»ic::3 \'inccar�ls 1�7 13? 133.'_ll
%�mc#-1 P.irk�ic�c I.:rttcs 17� I?? 1�'.UI)
/.c,uc#:i (:u��k 8c(:rnintn ( lub:
�uh-%c>nc=i U\( I)c�ct� \lir:i�c '9 ") ?9.IIU
�ub✓,�mckfi S(: S;�nilc:utlrs �I 41 -1L(I�1
tiiil�-/.c>nc#i I�IZ Pnmru:i '_ 37 3% 3?.1111
%nnc�G I I�nlcc I..ulc:
tii�b✓.�mc:`b AI\1 \1�>n�crc�� ,AIc:ulci�re �I�) -�II .��I.U�I
tiul�.%�mci�G11G I�hc(�Icn 1G 1G IG.�IU
�ul>-/.�m��6 I II: I lu�lcc I.:t:vcs 17 IG 1G.UU
�ul>��%„ncufi til ���n�ta I IG IG 1G.i)(i
�ul>-/.unc?%G ti? ti��nata II 9-1 9� 9�1.�1(�
tiub✓.�mcft(�I I(: I I���Ic� (:��Ilccu��n 38 38 38.�iU
Sub-/.�mcttG I.I I a P.�I��m.� I I i 1G I6.U11
�ul�-%�>nc:?b I.� l..i I':il�,ma II 17 IG I6.�)(1
tiub✓�,ncitb 1.3 I.a P:il�mia lI1 I' I� I�.�IU
�ub %�mc%tG til' �.in�l(�i��cr(:nurt 19 IG 1G.ni1
�ub-/.c�nc�6ti�\ ti.�n�l��i��cr\\c.t 1G Ib IG.IIU
�ub✓.nnc:t6l1\C Il��clr� (.�wrt\\cst IG IG I6.(lll
�ul>✓�mc�G llli Uiamnnil6.�ck �' �ll ?it.nu
titll�-/,uncr6 I�(. I'elnl(.��w't _'3 _'ll ?U.UU
%�mi r,? \C';u-in�(:�wrt 16 IG IG.UII
/�m� 1:8 Pal�n Uatc 37 3� 3,.lil)
/�mc;��� �Il,c<�n,.�c 1i�� In� lu�.nn
/.��n� :=11 I'cirt��la Pl:�cc _'3 ?3 '3.111�
/nn� #13 P:ilm I)c�crt(;��untr� (7ub I,8?I 1,'3u �,33u.i8
/.�m� %I l h�C li.it I':ilm t)c�crt 16i IG3 IG�.in�
/.unc;-�I� (..�ncun( rest %1 67 6'.I111
/.��nc r 1 G �hc�+anl I.:�nc:
�u�� /�mc#I6(.\� (.����c},c\�icw�i:t:llc> II 3� i? j'_.I111
Sul�-/.unc F:16 tiU tiunilancc\t'cst 3G i3 3�.UI1
�uh %�mc%?I6(.\ I (.��Il.;�c\ic�v I.:tatc< I 3� i? 3?.IIU
�ub./�,nc i:IG I'I Pctunc�I 3_' 3? 3?�H�
�ub %nnc�16 til. tiun�l:mcc I::t:t 1�1 I I I l.Ul�
�ub %��nc k lb Rl) lhc Ii�>ul�lcr. 16 Ib Ib.uu
Total I)istrict 3;1'� 3,'_8H 3,HH8�4
11uui!'�n�u��i��l 1'���r-1
(:�>ns<�Gclarcd Pxlm Descrt l.andscaPin�.lf7C�I,1�I1�lil�
\Iaiiitcnance.\ssessment Uistricr
L:n};incer's Repc>rt.I�iscal l'ear?I)O8jU9
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT zONES
'1'llc: bc>uri�iaries c�f cach lone, rlic lc�catie�n c�t im[�ro�-emcnts atic3 special benetit recei��eei b�•
the prc��erties and �rc��ern- c��uners �ti�ithin rach '.l_one are c3escribed in this secticm of the
Re�x>rt. In an� };i�-en tiscal ��car, (:it�- staff���ill det�rtnine the sco�e of�vork fc�r each "1_c>ne as
a,.essment re�-enue. allc>u-. ,1n}� nc:cessar�� reclucti�tis in the scc>�e of�ti-c>rk �i•ill lik�l�• include,
but arc n��t littiiteci tc�; thc frec�ucnct� c�E tnc��vin� and cdging turf arcas; thc: application c�f
fcrtilizcr� anci acratic�n of ttirf; triminin�; SlI1Cj E)1"Ulllll� c>t ,hrubs, trccs and grc�und co�-cr;
tra�h ��ick-up in land�ca�in�; areas; and ��-ced ancl litter contrc�l. "1'he allocatie�n of ��ecial
benetit and general benetlt c�f the itYiE�rcn•ements ]�rc>�-icied �vithin the llistrict are
sumtnarizeci in the '�fethoc� oF:1�}�ortic>nrnent .ection �>f rhis Rer�rt and are ic3entitied in thc
bucl�ct fc�r cach 'l.c�nr. :� cjcscri��tic>n c>f thc l�istrict im�ro�•cments and thc lc��el c>f annual
scr��icc cach "/.c�nc�vill rccei��c arc }�ro�•idccj in the t�>llc���rins;:
Zone #2 (Canyon Cove):
'l.c�nc #? incluc3es "I'racts 11G3G-1, ?, 3, & � and "1'ract ?3-�8�, �;cncrall�� 1<�carcd Sounc �>t
l�cc'� �,�lri�'O1] I C:ilillti (;lub, Nc>rth c>f I Iat�stack R<�aci, �\'est ot�Iarrakcsli Cc�untr� Club, ancl
}�:ast <,f f Ii�}����a�� 7-�. �I'he sireets «�ithin the Ic>ne induc�e .�mbrc��ia Street, Sweetbrush Lane,
I�eer(;ras, 1)ri�•e, l,c�tus Ccnirt, Callia�ulra Street, :Aber Street ane3 .�lam�> llri�-e.
'I'hese ��arerl. benetit trc�m the mairitenance anci c��eratic>n oF street li�;htin� enccnn�assin�;
t}ic �treets �vithiti the lone, the latic3scaped ��ark«.a�� alc�ri�; the f�.a�t �icie c>f I Ii�;h�va�� 7-� an�1
tlic lanclsca�c�1 area� c>n t►ic Nc�rth sic�c c�f I Ia�stack Rc>aci, acljacc:nt tc.� thr abo�•e mcntic>nf:c�
tracts and in�tall�d as }�art of the,e resiciential de��elc>pments.
'I'he intcri��r local sircct lightin� has bcen identitic:d anci allocated as 1Ol)°�5� s�ccial benefit
��-ith no �;cneral bcnctit all<�cacion. "I'hc park��•a� lanclscaping alon� f Ii�;h�va�� 7-4 has bccn
iclentillecl as 1(1(1°�, s��ecial bcnetlt to the ��arcels �vithin the lone. {I<>�ve�•er, it has been
�lctrxtninc�c� rhac nc� landsca}�cci mc�iian c�n I Ia��,tack R�>ad (althc�u�h installcd as �art of thc
cjc�•cic>pmcnt) nc>t cml�� �rc���idcs a s}�ccial bcnc:ht to �ro��crtics ��•ithin Cant•cm (:<��•e, but also
j�r<��•icics a s�eneral benetit. '1'he �rc�j�c>rtic>nate �;eneral benetit c�f this im�rr>�•ement has been
icicntiticcl ancl clit7iin.�tcc1 frc�m thc "/.c�nc a�sc.,mcnt�. .�ithc�ugh therc i, a gcncral bcnctit
am��oncn�, thc majorit�� (H3°���) c�t thc mcclian lanc�sca��in�; <m Ila��stack Roacl is a tlood
e<mtrol cha►inel anei �vas rec�uireci f�>r cle��ele�pment �>f the homes �ti�ithin (;am�on (;c>��e.
�I�heretc�rr, �ur�uant to .lrticle t1111� Secticm �a (as�essinents useel tc> funcl tloc�cl contrc>l and
c�rainagc ���stcros) thc nlajorin� �>t thc cc»ts f<�r thi� lanclscapcd arca coulci bc c<m;iciercci
e�em�t. I-I<���•e�•er, in reco�;niti<�n <>f the s;eneral benetit this im}�r<>��ement area }�ro�-ieies ancl
the �ret•icws as,e�stnents a�pliecl tc> pre���ertics �cithin the "l.<�ne, it �vas detertninecl that the
(:it� �vc>ulc] funci a lar�c pc>rtic�n c�f ihc cc>sts as�c�ciatcd ��ith this land�ca��ccl median arca.
Refer to the buc�get �ectic�n c>f this Repc>rt t<�r cietails on the alle�catiun c�C benetlt ancl relateci
assc�:mcnts.
.Ilnnit iu��nrhi/ P�i�r S
(:��t�sc>lidatc�l I'alm I�cscrr Lan�lsca�,in�;and I.ighiin�
�[ainrcnancc :\s,cssmcnr I�istricr
F:nginccr's Rcport,I'iscal 1'car 3U1)8/119
Zone #3 (Vine}•ards):
'/,onc #3 cc>nsi;ts <�f thc parcels in 'I'racts 1?181-1 anci 12181-? c�n thc �Y��cs[ side oE Portola
:1�•cnuc. '17ic �rreets «-ithin rlle "l.e�nc induc3c �tartini Court, I Icitz C<�urt, `locic3a�•i (:ourt,
(;alla���a� (;c>urt, Sicm�- I Iill (:�urt, \[asson Street, I�rus; .1�-enue, �ebastian �t'��-, and San
1'a,clual :1�•cnuc/Rutlrci�;e��"a�•.
'I'he�e ��arcels recei��e �J�ecial benetits frc�m the c��eraticm and mainrenance of street li�;hring
imprc>��cmcnts �ti�ithin tlic "l_.c>ne bou�lclarics and thc lanci�capcd arca al�ns; thc �t'cst sicic <�f
Pc>rte>la :���enue, frc�m the northern bc>unclar�� tc> the �c>uthern bcxmclar� of the nvo tracts.
l�<�th the street lightiil� and land,cape impro�•ements iclerititiecl for this '/.orie �vere installecl
as part c�f the re�idential de�•elopment and the cm�;oing mairitenanee and operati��n c�f these
itnprcn�c:�nerits rrc���ide special benefits tc� �rc�perties ��•ithin the "l.c�ne. It fias fiirther beeii
cletermined that tliese im��ro�-ements ��•ere installee� and are mainraineci sc>lel�• fc>r the benefit
of ��rc>�erties \�1tI11T1 t}ie "l.c>ne and the im��rcn-ement� ��rc��-icle no measurable benetlt tc>
��r<>perties outsi�le ihe %��ne. :�m� benetit c<m��e�-ed to cxher pr��perties or to the public at
lar�e (�eneral benetlt) is inci�lental. '1'heret<>re, bc�th the interic�r tract strect li�;kiting f111C� [}1C
�ark«�at' (perimc[cr) landscapin� costs ha�-c bccn idcntiticd anci apportioncc] lUO°��> as a
s}�«ial bcrictlt tc> t}ic ��arccls �ti�ithin chc I<,nE:.
Zone #4 (Parkview Estates):
'/,c3nc #-{ cc�nsi�ts c�f thr E�arcels in '1'ract H?37, Sc�uth c�t ilta�nc�ia l�sills l�ri�-c, '�ic�rih <>f[�rccl
�\`aring I�ri��c;�\'cst c>f llc:er Camc>n Rc�aci, anci I�.ast <�f Porrola .\��cnue.
�1'llese parccls recei�-e s��ecial benefits fr<�m the o�eration and m�intenance <>f street li�htitig
alcm� I'rimrc�se l�ri�•e, lle,ert Star lic�ule�-arci,�'anc�a (:ircle, Palmilla (:irde, '�I�•rsine .1�•enue,
Gazania Placc, Ruticclgc .��-cnuc, 13utt�>muoc�d I�ri�•c, �ilktrcc l,atie, Saiitolina llri�-c, l�als:im
I.ane, at�d l:rin titrcct. '1'hc strcct lighting im��r<n•cment� u�cre in�tall�ci a, �art c�f th�
resiciential cle�-el<�pmc:nt and are con;icierc�l a �pecial bent�tit to the �rc>perties �vithin thc
tle��cle>pmetlr (i.e., %e�ne). '1'l�e ��n�e>in�; �>E�crati��n s�ncl maintenance ��F inicric>r residenti;�l
�treet li4;hting ��ro�-ides ne� measurable gerieral benetit to �roE�crtics <�t�t>icte tkle "/.��ne �>r tc>
the �ublic at lar�e. 'I'o tkle ette�it that �<>me streetlights associatec3 ���ith tkie "1.�>ne are locateei
on the E�eriilieter of the resic�eittial ��e�•el��ptt�ent aiicl �r<��•ides �iirect illuminatic>ri t�> �arcels
c�ut�icle the �one, a }�c>rtic>n c�t the mainten�nce cc>�ts ha, been identifiecl a, a�;eneral benetir.
�I'his '/.c>ne has t��•enri� intcric>r srrcetli�hts and ti�-c ��erimcter �treetlights rr.ultin� in an
tlllOC�ll1<)ri Ot l}1C �Otle COS[ti �ti �)�)°�u ��CCl:ll ��CIICtIf RL1Cj l�)°o �C[1Ct1� I�CI1Ct11.
Zone #5 (Cook and Country Club):
%one #5 ec�ti�ists c�f three (3) aeE�arate resiciential .ubdi��isi<ms icleiitiEieei as 5uh-z<mes. 'I'he,e
three �ub-z��nes are known and identit7ed as the I�esert \IiraKe (1'ract ?�G39), Sandca�tles
(I'ract ?133K-1), anc] 1'rirnrc�sc ? (I'ract ?�-43G). I:ach c>f thc�c Sub-zc�ncs has s�ecitic Ic>cal
im��rcn•e►nents tnairt��inr�i b�� rhe I)istrict that «�ere installec� as �art c>f these resic�ential
�ic�-cic>�ments.
.1 L�iuf•�n�nr�i�d I'��5�>6
Cc,nsr�lidatc�l ['alm t)esert Lanclsc����ins;ancl I.i�;hting
\laintenancc.\ssessment l�istrict
[:n�inccr', IZcrc�rt,I�iscxl 1�car ZUfI£i/(i�)
'I'hese three �ubeii�•isi�>ns were ��ri�inalh- part c>f a lar�er 'Lone kno�vn as C�>ok anci Countr��
(;lub ancl ��cre prc�portic>natel�� assrs.ed tor meciian landscapin� in the area as ��>ell a� tl�cir
]c>cal (tract s�ecitic) impro��etnent�. In tiscal �-ear 1997/9H it �vas clererinineci that the media�i
lanc��capin� in the (:c>ok and (;c�unrn- (;lub area ���a� lar�el�• a�;eneral l�enctit ��nd chis Porcion
c>t the asse.sment ���a� elimiiiated. I Io�ve�-er, it �ras cleter�nined rhat the ��arcels �vithin these
three (3) Sub-xcmes recei��e special benetlt from tract specific imPrcn-ements maintainec� by
the I�istrict, aricl rach �arcel �ti•ithin the respecti�-e Sub-zc>nes shoulci conti�lue tc� be assesseci
prc>�ortic>natel�� f�r thc cc>st c�f ser�-ices associatec��ti-ith those Ic�cal im�rcn�ements.
l'pc�n re��i«v <�f the s��ecitic street li�;ht.in� itnprcn-ements assc>ciatec] �vith each of thesc: Sub-
rc>nes, the street lighticig facilities ha�•e been iclecicified as interic>r tract strecilights. '1'hese
�trectli�h�� ��r<���ide littl� �r no c3irect illumina[ivn to parcels c�ursicle rhe Sub-zones anci
therc:fore the costs of maintainin� these imprcn-emerits are allocated as lfl(1°4� special benrtit
�vith n���cneral bcncfit.
l'pem re�-ie���, it has l�een cleter►lunecl that 1�°�� c�E the im�rc���emenrs \Vl[�lltl the I�esert
'�lira�e �ub-"/.c�ne are of a �;enrral benetlt t�� tlio�e pro�erries ��utside ��f the Sub-zc�t�e.
'I�heref<�re, this percenta�e c>f the ce�sts c>f maintainin�; the Sub-rc>ne has been remcn�eci from
rhe assessment an<1 must be funcled fc<�m other s��urees.
'1'he �rc�jx:rt�� <.��vners in Sub-i�me kn<��ti•n a, I�esert '�lira�c ���ere balloted in }�iscal Ycar
?(1O-�/O5 fc>r an increa�� in thcir masiinum assessment rates. '1'he }�rc��c>sed le���� increase
�voulci funci ne�� maintenance costs reyuired atter the Cit�- e>f P�ilm Desert reno��atecl thc
imprc���cincnts �ti-ith watcr efticicnt land�cal�in�; anc] irris;atic>n s���tcros. �1lajorit�• prc�tc�t ciic�
nc>t ezist, tl�eret��re the (:it�• �vill mo�•e fc�rward �ti7th thc plans to reno�-ate the impro�•ements
in the I�esert �lira�;e �ub-zcme. Refrr tc> thr buel�et ti>r "/_,<�ne � in Section IV c�t this Repc�rt
t�>r s��ecitic� rc�ar�iin�; the pro�c�sed a�se�,tnent t�>r the current tiscal ��ear ancl the maxi�nu►n
as�e��mcnt.
Zone #6 (Hovley Lane):
Pareels �vithin this 'l.cme are Ic>catcci gener.illt• I�.ast c>f 1fc�ntere�• :\�-cnue and \�'est of Portola
���cnue an�l incluc3es ��arcels and tracts alc�n� }lo��le�� Lane \t'est. "./,c>ne �i include. the
f�>llc>��Zn� subdi�•isi�ms and Sub-zoncs:
• \lc>ntcrc�� \Icacic��vs ('1'racts �'1%91 • I,a I'alc>cna ? (Iract ?�7?3)
ancl ??7�1) • La Pal�>ma 3 ("I�ract ?9U�:i)
• 'I'hc (;Icn (�I'ract ?�?1i) • ti,icicl��iper Cc�urt (I'ract ??37O)
• I[c>rlci 1•:s[a[cs ("I�ract?-F�91) • I Icn•le� Cc�ur�\�'cst ('l'ract_'95H�)
• Sc�nata 1 (1'ract ?3�)H�) • �ancl�i���r�V�cst (�I'ract ?9�79)
• Scmata II (�I'racts ?-1��-� -1, ?, 3) • l�iamc>nciback R��aci ('I'ract ?9H93)
• I I<���le�• (;��llcctic�n (I�ract �-4(i113) • I'alm (:��t�rt (�1'ract �'�373)
• I.a Pal�>ma 1 (1'ract ?��73-1j
.1I�mi1•iu��nd�d P�i,r"
(;��nsolidated P.ilm[�cscrt I.an�lsc�i(�ing and].i,htins�
\Ixintcnancc.\�srssmenr llistrict
I�.�iginrcr's Rcpc>rr,E�iscal 1'car?O(18i U')
'1'he ��areels ��•ithin each ��f the f�>urteen (1-�) Sub-z��ties c>f "l.��ne G (1 Iovlet� I.ane) recei��e
benetit trc�m �•aric�us im�r���rmenis ihat �vere installeci a� E�art c�f ihe ,e�arate re�ic�ential
�Ic�-cic�}�mcnts an�l are ,��ccitic tc> cach tract and �ubdi�-ision. "I'hc asscssmcnt for cach �ub-
zone funds and prc���icies fc�r the �ark�vati- landscaping impro�•ements adjacent to each tract
alcros; I lo�•le�� l,ane as ���ell as sj�ecific in-tract imprc>vements. "l�he in-tract imprc>�•ements ma��
inclu�le strcct li�;hting; clr�• ���cll and retrritic>n basin lancl,ca��c �naintctiancc; and lanclscapin�
c>f ad�litic>tial �ark�ti•a�- areas. 'I'}le itnpro��ements �vithin "l.c>nc �i indu�ic street lightin� c>i�
(;1���•er I.ane, AIeaclow I,anc, I lo�•le�• l.ane ���est, Cent�nnial Circle, I'o�ada (;ourt, �'ia l�oncia,
�onata (:ourt, .1��cnicia :�rcaciia, .A�-enida Solana, �andpi��er (;ourt, .1�•cnida R<�sario,
�ancipircr (;ourt �\'c�t IIc>�-lc�� C<�urr, llilm<>ndback Rc>acl, anci Palm Cc>urt; lanc3scapcd
}�arkwa��s alcm�; Ilc��-le�� ].ane �`�'c,t, 1lontere�' :lvrnue, Pc>rtc>la .1�•enue and lanclscaped
rctcntic>n basins 1<�catccl u--ithin !(ui-1c�- 1�'statcs, I Icn-1c�• C<>llcctic>ns, La Paloma 1, La Paloma
?, Sandpiper Court, and Sandpi��cr(;ourt\�'cst.
l:�x�n re��ie�v c>f the s}�ecific street li�;htin� iinprc>�-ements associateci ���ith each c�f these Sub-
zc�nes, the street lightin�; facilities ha�•e been identitlecl as tract �pecitic streetlights. 'L'� tlie
estent that sc>me streetli�hts associated w7rh the (llen, Sonara I and I Io�-le�� \��est �ub-z�>nes
are lc�carecl c�n the j�erimeter c>f the cle��elopment anci }�r<n•icie direct illuminaticm to parcels
c�ut�icle ihc �ub�li��ision, a portic>n c�f thc maintcnancc costs 1�°�� ha��c bccn icientiticd as a
�eneral benetlr cc>m�x�nent. '1'herefc�rc, the c<�st �f maintainin� the street li�ht imprcn•ements
is allc>cated as 8�°�� ���ecial benetit t<� }�rc>perties �vithin these Sub-zc�nes.
tii�nilarl��, it has bccn detcrrninc�i that a pc�rtion c>f the j�ark���a�� land�ca��c impr<>�-cmcnt,
ass�>riated �vith the (�len, S<�nata I and I�I�n•le�� \�'est Sub-zones pr<>�-icle a �;eneral berictlt tc�
�r��periics �>utsicie c�f these Sub-z��nes. 1�heref<�re, 1�°��� ��f the costs of i��aintaiiiing thesc
lanci5ca�cd area� has been remc>��c�l from the asses�ment, and ���ill be funcieci frc�m other
sc>urccs. '1'hc lan�lscaE�c im��rc>��cmcnts associatcd ���ith cach of thc rctnainins� Sub-zoncs
}�r�n�ide no ►ticasurablc gc:ncr�il bencfit tc> �ropertics c>utsidc thc %onc or to thc public at
lar�;e, and theref�re, their ��ecitic l�cal lanclsca��in�; imprc>�-ements and the ec>rre�j�on�iins;
asse�s►nc:nt� ha��e been iclentitlecl lUU°�, as a s��ecial benetlt t<��arcels �tiithin the Sub-zc>ne,.
'I�hc ��r<�pertt• ��wncrs in thc nine (9) Sub-'r,oncs kt�o���n a. '1'hc (;lcn, 1 Ic��•lc�• L�:.tatcs, Sonata
I, ti<>nata Ii, ].i Palc�ma l, tiarulri�cr Cc�urt, Satld��iper \��e,t, I Io�•Ic:�- ��'est anci I Icn•le�•
(;c>Ileeticm, ��•ere balloted in I�ival Year ?U(i���UO� fi�r an increase in rheir masimum
st>sc�stncnt ratcs. In ccmjuncticm «-ith thc asscssrricnt incrcasc, thc (:it�• �r�}�c�.cci to rcnc.>�-ate
thc cxistin� impr<��-c�ticnts �cith i7�c>rc ���atcr cfticicnt lancisca�int; �inci ITlO1j1f1C1Uc>Il� tc� thc
irri�;flClc)Il ti\'�ICIll.
l�c�r sr�•cn (7) of thc iiinc (9j 5ub-zoncs ball<>te�l, «�aj��ritt� pr��tcst clid n��t esist ancl thc Cit�•
���ill �ncn-e f<�r�ti�ard �virh the pla�is tc� reno�-are tlle imprc���etnetits in thc>�e tiub-�one�.
1 Icni•e�-er, majc�rin' prote>t existeci in f i�>�-le�� \C'c,r anci I Io��le� C��llec�i<�n, ancj the prc>pc>secl
as.c.�mcnt incrra�c fc�r thc�c t�vc> tiub-zoncs ���ill not bc itnpc�scd. ���ith<�uc the ��ia�«�►��i
tt111[i[C'tlance funciin�, �he (:itt� ���ill nc>t be able t<� renc>��ate the impro��emenrs fc>r these n��o
Sub-zc>ncs, l�ut �vill cc>ntinuc t<> maintain thc c�istin� imprc���cmcnts at a lc�-cl <�f scr�•icc
ccnn�cn�atc>r�- ��-ith the a�•ailablr a�•esstncnt re��enue� at the existin�; aa�es�ment rates. Ketcr
to thc bucigcts t�>r �r>nc G in Scction I�' ��f thi� Rcport for spccitic� rc�arciin�; the prop<>scd
a�scssmcnt ti>r thc currcnt ti�cal ��car ancl thc masimum a�scssi��cnt.
.11»��rl'7u�ut<i�d P���r 8
(;c�nsuliclat�ci Palm I)�s�rt l.ancls�a�i�i�ancl I.i�hri�ig
\Iaintenaince.\„essment I�i,rrict
1{n�;ineer's Re�crrt,I�iscall�car?(lUt�iU9
In I�iscal 1'ear ?O0-}/?UU� the P.ilm C<�urt Sub-z<�ne ���as annexed to "/.one G thrc�u�;h
}�ropern' c�«.ncr }�re>test hearin� �rc�cee�lings. i'pon conclusi��n of a n��cicecl Public I-Iearin�,
it ���as cictcrmin�d that a majc>rin- ��rc>tc�t ciici not crist. l'pon rc��icw c�f thc s�ccitic
iini�rcn-cmcnts associatccl �vithin this Stib-zonc, bcnctit com�ct�ccl tc> c�thcr }�rc�rcrtics c>r tc>
the puhlic at lar�;e (general benefit) has been cietc:rmined bt� cc>tnParison ro be inciciental.
'L'herefc�re, the cc�sis of thc cm-��in�; c>}�eraticm ancl tnainienance c>f the imprcn•ements ha�•e
been iclentitleci and a��p��rti<�neci 1(111°�, as a special be�iefit to the parcels ���itl�in the �ub-
zrnic.
Zone #7 (Warin�Court):
%<me 7 cc�nsists ��f'1'ract ?53U�, �i��rth �fi F�rcd �F�aring 1)ri�•e and I:ast oE 1'h�•llis (ackscm
I.�nc.
'I'liese ��areel, recei�-e special benetit frc�m the c>n�;oing �naintcnatice e�E laticlsca]�ed ��ark��•a���
�1<�n� I,rcc� ��'arin� I�ri��c ancl I'h�•llis)lcksc�n I,anc acijaccnt ro thc tract. �llic im��ro�•cmcnt�
��•ere installed as part c>f the resic�ential cle�-elopment 1I1CJ it has beeu determined that the
c��cration and rnaintcnance �E thc laridscaj�c iinpro��crlicnts �ro�•ieic no measurablc s;encr:il
bcncfit to �>thcr ��ro�crtics c>ut�idc thc '1_onc or to the public at lars;c. 'I'hcrcti�rc, thc l��cal
lanci�capin� imE�r<���cincnts assc�ciatcd �vith thia '/.c�ne 1I1C� thc cc�at� c�f pr<��-iclin�; thc:sc
iil�prcn�ements hare been iclentitleci as IUU°„ �pecial benetit to �arcel� «•ithin "I,cme 7.
Zone #8 (Palm Gate):
"l.<�ne H ecm�ists c>f thc: parcrls in "1'ract �-�?H7 Ic�cated I�:ast c>f llee�� (;am-cm Rc�aci, anci �l<�rth
c>(T�rec��\'ariiis; Uri�-�, c>n Cc�ral 13ells (:ircle, I�a��lil�• (:ircle, anc� �f�ss Rose l�ri�•e.
'1'hese �arcels recei��e bE:nefit fr��m the maintcnance an�� uperatic>n of local ,treet li�htin� at
ihe ecitrances tc� the c�e��el<�1�ment at t}le ec>rners of Dee•p Cam•r>n Road and (;c>ral 13ells
(:ircle, I�a�-lil�� (;ircle, and �1e�ss Rose l�ri�•e. '1'hese ��arcels also recci��e s��ecial benefit trcnn
the maintenance c�f the lanclscaped park��•a}�s aclj�cent to the cle�-elc>��ment on I�e�p (:ant�c>n
Rc�acl.
I���th rhe strret li�hting anci landscapc im�ro�•cinents i�lerititled for this l�>tie �vere inst�lleci
as ��art c>t the residen�.ial �le��elc���ment and thc c�ng��in� maintenance and operation of these
irnprc.n-ements �r<n•icie spe�cial benet7t tc� E�rc�I�crtie� wiihin che '/.c>nc. It has heen cleterminc:ci
th�it iliese imrrcn-ements ��erc installecl ancl are t�iaintainec� sc>lel�• fc�r the benetit c>f
��r��pertics ��•ithin the %one anci }�r�n-ide no measurable bcnct7t t<� E�r���erties �>ut�idc the
'l.c�ne c�r to the public at lar�e "I'heret<>re, be�th the interior tract street Il��lilil� .�nd the
�ark«�a�� (�eritncirr) landsca��in� c<�sts ha��c bccri icicntiticd and �ip��>rtic�ncd 11)U°�'�� a, a
s�ecial benetit ro the ��arccls «•ithin the l�ne.
In c�>njunction «-ith a l�r<�p<�sed renoc�ati�>n and upgrade of the evisting land.cape
impro�•ements the pr��j�crn• ���vners in lone K ���ere i�all<�tcc� in l�iscal 1'ear ?UU-F/f15 tor a�i
incrc:isc in thcir masimum a..essmcnt ratcs. �Iajorit�- �r<�tcst c�istcd and thc tnaximum
a��easment rate �ti-ill ne�t he increasecj e��•er the ame�unt �re��i<�usl� aJ�}�rc���ecl t�>r the "/.emr.
Ilm�il7m�n<iul 1'n�r`)
Gms<�li�lated Pxlm I�cscrt I,;indsrarin�xnd l.is�hting
\Iaintenance.\ssessment Di,tricr
1{ns;inccr's Rr�x�rt,I'ixal l�car'_'I111HiU9
�incc tl�c as�rsstncnt incrcasc ���as not aj��ro�•e�i thc (;it�� �vill nc�t mo�•c torn�ar�l «ith thc
pr<>p<>sed renc��•ations, but «-ill cimtinuc t<> maintain the esi�ting irnpr�n-emcnta at a le��el of
,crvice ce�inl�ensatc�r�� ���iili the a�-ailable assessment re�•enues. Reter tc> the bucl�et ti�r 'l.c�nc: 8
in Secti<>n IV' of this Report fc�r specitics re�arc3ins; tlie }�ro�c�accl assess�nent ti�r the current
tiscal ��car and thc inasimum assc��mcnt.
Zone #9 (The Grove):
'l.<>nc 9 cotisists ot nc� E�arcc:ls iii '1'ract �-�98-1 S<�uth of Golcta :A��cnuc ancl �t'cst ��t l�ccp
(:am-�m Road.
'I'hcsc parccls rccci�-c spccial bc«ctits from thc imprcn-cmcnts and maintcnancc c>f strcct
li�;htin� at thc cntrancc to thc cic�-elc�E�tncnr at thc cc�rncr c>f I�ccp Cam�c>n Itc�ad anc� R<�}�al
Cam on I..ane as ���ell as ititerior street li�hting on I�ings Can�c>n Lane, Inciian Cam•c>ti Lane,
Il�rel (;�lll\'O�l I.1I]C, and iZcnal Cam•on Lane. 'I'►iese �arcels also recei�•e s��ecial benetlis
frc�m thr impro�•cmcnt, and maintcnancc of �ark��•a�� lanclsca}�in� adjaccnt tc> thc tract c>n
I�ecp (;ant-cm Roacl, and intcric�r landsca�ins;, includin� an cntr�l�-�l\` t7ll'(�11t1, park�va��
lanclscfl�lTlf� 1I1Cj �alm fC�e IT1Tt1I711ri� \�'1[Illil the public ri�ht-<>f-��•a�s c�n Rot�al (:am�c>n ].ane
that��-ere installecl as part of the resiclential tract c3e�e1<�pment.
13oth the sireet lightin�; anci lanc3scape im�rcn•ements ic�entified fc�r this "l.c�ne �vere installed
as part of thc residential tract de�-elc�pment and the �m��>in�; mai�ittnance ancl ope:rarion c>E
these im}�rc��-ements prc>�-icle special henetlt tc> pre�perties «�ithin the %c>ne. It has further
becn cletermineci that these imi�ro��ctnent� �vere installed 1I1Cj are maititained s�lel�� ti�r the
becictlt <>f�rc>}�ertics �vitliin thc "./..c>nc and the im�rr��•ement� ��ro�-ide no mcasurable bcrictit
to pr���ertica <�utsid� the 'l.c>ne ��r to the �ublic at largc 'I'heretore, both the tract strcet
li�htin� �1I1Cj thr lancl,capin� cc�.ts (��ark���a��s ancl interi��r lanciscarin�) ha��� bcen identitied
anci aE���c�rtionrd lUU°�� as a ,j�ecial benetit te> the�arcels ���ithin the 'l.one.
.�� �art ��t the �>�-erall landsca��ing cc>sts f<�r tl�is "l.cme, s�ecializeci maintenance (E�alm tree
trimmin�) i� budgctcci �c�aratel� a� rhis scn-icc is not ccn•crcd unc3cr thc rcgular maintcnancc
amtract the (;ih� has �vith its ]and,cape contraet<�r. Efc>���e�-er, like c>ther l.inclscape
Iil:illlrCttancc ��•ithin the %c�ne this ser�-icr benefits <>i11�- the �rc>�erties «-ithin the "l.cme an�i
has bccn idcntihcd a; 1(1(1°�� s�ccial bcnrtlt.
Zonc #11 (Portola Placc):
'l.�>nc 1 I is gcncrall�� locatcd ��>uth �,f Santa Rosa ��'a�� anc� 1?ast ��f Port<�la .1�-cnue and
amsists ��t thc parccls in '1'rart?7G9?.
'I'hese E�arcrls recei��e ���ecial brnetlt� frc�m the sen�icin� anel mainren�ince c�f the lancisca�eel
�:irk��a�•� acijacent tc> the tract �>n P<�rtc�la :��•enue anci Santa lte>aa \�i'a��, ancl interic>r tract
lanclscaj�in��n Oli�•e (;<�urt in�talle�l a� ��art <�f the resic�ential cie�-el�>��ment.
'1'he cie�•el��per (I) & I� lle�-elo�metlt) ��•as c�>t�c�itioned tc� fc>rm the neeessar�� l�i�trict "l.one
fc�r thc public imprc���cmcnts that «�c>ul�l bc installecl as E�art c>f sub�li�-isic>n tract ?7G9?. In a
lcttcr tc> the (:it�� elatecl .\�ril �, 1')9-�, tlic de��elc>per (sc�le o�vnrr of tllc ��ro��ert�� at rhar time)
Ilnnif•iii�in�i�i/ I'u�c� lU
(�cros<�Gc{:uc�1 Palm[�cscrt I.indscarinG and I.i�htins;
�Ixintrnance .lsscssmcnt llisrricr
I�:n�ineer's Rcpurt,I�iscal 1 ear'_'UUR%U9
rcyucstccl inclusic>n �>f thc ��arccls ���ithin thc tract inr� thc l�istrict aiid t<� bc asse.scci
annuall�� for the a>st <�f itiaintainins; the it�i��r<>��cments. �1'his Ictter a>n�titutes a 1(ll)°�,
l�lt1CIU\VI1C1' I)C11I1OIl E�ursuant tc> :�rtide �IIIU anci �u���x>rts a pc>sition that the assessments
im��c��ecl pric>r tc> �ul�� 1, 1997�vere esem��t trc>m the myuirements of:�rticlr tlIl�.
.�lch<�u�h chc asse��ment, fc>r these itn�rcn-ement� were icientiticci as exempt in ti�cal �'ear
199?/9H and not suhjcct t�� thc }�r��ccciural rc�luircments oEa protcst ball�>tin���roccdtirc, thc
i�npro��cments and thc rclated asscs�mcnts tor rhi� lone ��.-cre identitled as 1111W.��� special
bcnctit. It has bccn �jc:tcrminccl thar thc cm�;c>ins; ����cratic�n and iT111ri[l'111I1CC <�f thc
itnE�ro�•ements pr<���icle tio me.isurable general benefit to e�tller properties c�utside ihe 'I.c�nc:
c>r tc> thc ��ublic at lar�e. 'I'hcrctorc, thcsc impro��cmcnts, thc: corres��onding assc:,smcnts and
thc annual intlati<�nan� adji�stmcnt E�rc�-iouslt� a[�j�r<�vcd b�� lancicn��ncr j�criticm are in
compliancc ��7th thc substanti��e rccluircmcnts c>f thc ��rc>pc�sition. Ilo«�c��cr, ati� funirc
increases tc> the asses,ment� ��•ill rec�uire J�rc>perri� o�vner ballot ��rc�ceec3in�;s.
Zone #13 (Palm Desert Countty Club):
'l.c�ne 13 is 1�>catecl generall�• �<n�th of I lo��le�� l,ane I,:a�t, �iorth of I�rcd \V'aring l�ri��e, ��'est
c>f\t�arncr �I�rail, anc� ��'cst c>f�C'asllltl�[Otl 1t1C� is a�mmcml� rctcrrcci tc> as the Palm l�cscrt
Cc>untr�� Club arca.
'!'he ��arcels ��-itllin thi, lc>ne recei�-c s�ecial be�iefits frc�m ttie �er��icing :inci �naintrnance c�f
cntn�wa�• landscapin� cm titate titrcct anc] �t'a��lltl�[()ri :1�'('tlllt, parl;«�at� lancisca�in�; alc�n�
I�rr�l \�'arin�I�ri�•e :inci lc>cal resiciential strect lightin���•ithin the `l.c�iie.
1'arccls ��•ithin 'l.cmc 13 ���crc annczcd intc> th� Cit�• in l�iscal Ycar 199-�/9�. 1'ric>r tc> (;in�
annezati��n the lc>cal impr<���ements w•itliin this "l.c>ne ��•ere assessed atid a�llected b�� thr
(;c>unn� dirou�h a Count�� Sen•ice :�rea (CS.A). At'hc:n the prc�perties �vrre antiesed to the
(;it�, the Cit�- establisheil this territc>r�� as lc>ne 13 «�ithin ihe llistrict ancl the CS.\ funci
l�alance ��-as transferrecl tc� the %onc 13 accc�unt. }�c>r the Eirst t�ti-o ��ears, the (:in' usrcl t}lc:
fund ualance tc> fullt• cc>��cr thc annual cc�st c�f E�rc>�-iding thc imE�rcn�c�ncnts. In I�iscal �'car
19�)G/97 the remainins; fun�i balance «�as cieait;natecl as resec-�•es anc� the i�istrict le��iec� its
tir.t annual a�se.sment fe>r rhe '/.c�ne. I�ecausc: the resen�e funcl halance �vas �*reater than the
arnc�unt t��picall�� hcicl in rescr�•cs, nc� Cit�� Cc>uncil c1�:tcrmincci that a }�orticm�c�f thc rescr�•cs
�r��ulcl hc u�cd cach �-car tc> c�ffset thc annual cs�cnc�itures nc�rcb�• allo���in� thc annual
as.cs;tncnts t�� rcmain fairl�• con,taut and als�� graduall�• rcclucc nc� resct-�•c funcl to n<�rmal
lc�•cls. In }�iscal �'rar 1997/9H, in c<>m}�li:incc «�itli .lrtidc �IIII�, a rrc�pert�• cnti•ncr ballc>t
prc�cccding ��•as a�ncluctcd tc> :ipE�ro�•c thc esisting annual as;cssmcnt. .1t that timc, tl�c
j�r��pern• ���vnrrs a��ro�•cd thc pr<.�p��sccl a��cssmcnt am�>unt }�1us an annual intlaticm
acjjustcncnt. 'I'hc a�sc:�smcnt amc�unt ,ir�rc>�•cd b�• thc �rc>��crn' c���-ncrs was bascd c>n thc
ccmtinuecl }��>lic� c�t utilizing resen-e furic� ccmtributic�ns to c�tf.et the actual ezpenses t��r the
"l.��nc.
In I�isc11 1'car 1999/I1(1, ��r�>�crt�� <���-ners �vithin "/,onc 13 ���crc rc-ball��tcc� tor an incrcasec3
as.essme�it tc� cc>��er the m:iintenance cc>s�s a�sociatec� �iith the ne�v lane�sc:��ing
im��r���-cmcnis tc� hc installcci c>n l�rccl \�'ari»� I�ri��c. I'rc>��crt� c>�vnc:rs �vcrc ballc>iccl ti�r an
ain��u>>i .utCicient t�> c���-er the actual "/.<me es}�enses, al�hc�u�;h a jxrrtie>n c�t the rxi�ting
.Ilm�rt'rim�trial 1'u;r 1 I
(:c�nsc>li�lxt�cl I'xlm[)escrt Lxnclscaj�ins;and I.ightin};
\lainicnance.\ssessment lli,irict
I{ns;inccr';R�pc�rt,l�iscal l'car?IlU8/l)9
rescrc�cs cc��itinucci rc� be usccl tc� rrclucc thc annual a.scssmcnts. Rcfcr tc� th�: buc3�ct fc>r
"/.c>ne 13 in Secu<m I�' c�f this Kepc>rt for��ecifics re�arding the pr����c>sed as�es.ment f<�r the
current ti�cal �-car anci thc maximum a�srs�incnt.
'I'hc ;trcct lightin� ancl lancisca�c impro�•cmcnts asscssccl \L71�11I1 this "/.c�nc clearl�� }�r<n�idc
sE�ecia] benetlts to ��rc>�erties ���irhin the "l_one. It has been cleterminecl that the
impre���emc:nts ���ere in�tallecl anci are maintained s<�leh f<�r the benetit c>f pr<��erues �vithin
tlie 'l.c>ne :irid thc imprc>�-ements E�ro�-ide no me�surable beneflt t<� rrc��erties c>utsi�ie the
Ic>nc c�r to thc �ublic at largc "1'hercfc>rc, bc�rh i.hc �trcct li�htin� and thc lanciscaPin�; cc�sts
(��ark���a�, anc� interior lancl�caping) ha�•e been identideci and aE���c>rtioned 111()°"�, as a ,��eci11
bcncfir tc>I�arccls �ti�ithin the "/.c>nc.
Zone #14 (K& B at Palm Desert):
"l.one l-4 is lc>cate�l �enrrall�� ticn-th c>f I�rank Sinat.ra llrive, \\'est c>f Pc�rtc�la :1�•enue, F?ast of
�Iontere�' :��'CI]UC :l�1Cj �OLlt}1 Ot C;eralci }�or�l Dri�-e. �l'he "/.c>ne incluc�es the parc�ls in "Cracrs
���J� :ltl(� ���J�-1.
'I'hc ��rc��crti�s ���ithin the l�c>unc�arica c�f "l.c�nc 1-� bcnctit frc>rn strcet lighun� ��ithin thc
cie��elc��rnent lc>catecl c>n I�resell l�ri�-e, I Ieather��•oc>d I�ri�•e, 1�mer�on Dri�-e and f amers<�ti
Rc>a�l, anci (;c>lebrid�e Strect, a, �vell as lanclsca}�ing a��c�ciated «�ith the retention baain arca
ic>cate�i c>n f Icathcn��cx�d llri�•c anci cic-�- tti�cll arcas ��-ithin thr subcii�•isicros installccl b�• thc
devclo��cr as �art <�f the resicicntial eie��clol�ment.
In cc>njuncticm �ti�ith a �r<��oscci rcno�•ari<m �ind up�;ra�1e c�f thc czistin� lan�iscapc
irn�rcn-emenrs, ihe (�ro��erri' c��vners in '/.one 1-4 were balle>tec� in I�iscal �'ear ?I1O-1/(l� fc�r an
incrcase in their masimum assessment r<ttes. �`lajc>rit�• �rc>test clic� nc>t exist, anci basect c>n thc
a����ro�-al c>f t11c nc�v asaes.ment ratc, thc (:in- «�ill mcn•e fc�r�vard «�i�h tllc pla�ls to rcn�>�-ate
thc im�rc��-cmcnts �t�itli inc>rc �vater ctticicnt lan�iscapiiig atici mc>cliticatic>ns to tilc irrigatic�n
;��stem. Refer t<� the bucl�et ti>r '/.c�ne ]-4 in �ecti<�n I�' e�f this Re�<�rt ti>r ��ecitics regarding
thc prc>rc�scd as�cssmcnt fc�r the currcnt tiscal ��car and thc ma�imum as�cssmcnt.
It ha. beeti c�e�ertninec� th;�t tifteen �ereent (1�°'��) c�f thr itnproe•emcnts �ti•ithin the 1� & 13
Sub-'l.��ne are of a �eneral l�ctirtit to thc>se prc���erties �>t�t�ieie <�f r►ie Sub-zone. "1'heref�>rc,
this �ercenta�e c>f rhe cc�.is c�f maintaining the �ub-z<mc ha� been remc>��eci Crc�m the
assc„tncnt RIl(I ITllltir j)C tiincicd frc�m c�thcr(;it� funclici� sc�urcc�.
Zone #15 (Canyon Crest):
%c�nc 1� cc,nsi;ts c�t'I'ract 2�111?-1 .'111C� ?711.1? �;cncrall�- lc�cated ca�t of l�cc� Cam-on Rc�ac1,
;c�urh <�f ihc A�"hitcwatcr Ri�-cr Channel, nc�rth <�t \I��.s Rc>,c I�ri�•e, and �vc�t c�f thc Palm
l�e,ert I Iit;}i �chcx�l. "I'his 'l.c�ne �vas establishec� ailci anne�ed tc> ttie l�i�trict e�n \larch 1 i,
1999 ��ur�uant tc� thc .�ct anc� a prc���crr�- c�«�ner ballc>t [�rocccclin�;.
'l�hese ��arcels recei��e s�ecial benetlt frc�m the c>J�erat.ic�n aii�� tT111(7[Cilance c>t lanclsca��ecl
�arkwa�•� al�>n�; thc cast �icic of l�ccp (;ati��on Koaci from 1f:�gnesia l�alls (��'hitc«•atcr 12i�-cr
.Ilni�il ri��iu<rri/ I'���r 1?
Consolid:uc�i I';iltn Dcscrt I.anclsca�ins�and I.ightici�
\Iaintenance.\ssrssment District
I�.nginerr', Iteport,I�iscx]1�car 31)U8�O9
(:hannrl), se>uth t�� tl�e erui of the c1e�•elopn�ient (aj�prc>siinatel�' LU('1 feet north ��f
l�utt<>mti�oc��l Dri�•e); }>erimeter lanclsca�ing al<�n�; the �\'hite�vater Iti�-er Channel (the
northcrn bc>unclart� c>f nc� dc�-cic�pmcnt an�i I�istrict) from l�ccp Cant�c�n R�>ad eashvard to
t►ie u•c�tcrn bc�unclar�- c�f tllc �ic��cic>pmcnt (a��rr�sitnatcl}- �i7:i liticar fcct c�f ihc tc�tal ]?7�
fect is landsca��cd).
"I'he im}�r<n•ements fc>r tliis l�ne ��•ere inscalled as �art c�f the resicieiitial e3e�-elo�»nents. It
has been deternunecl thar the ongoin�; o�eratic>n an�i maintenaiic� c�f the lanc��ca�e
impro�-ements ��ro��icic n��> �ncasurable gencral bcnctit 1� otl�cr proj�crtics outside the l�>nc
<�r tc� the rublic at large. '1'herefore, the lc�cal landsca�in� im}�re>�-ement., associated ��ith this
'.l.<�ne and the a�s��ciateci annual costs ha��e been identitied as 1OO°��, special benefit to parc�ls
tt-itliin "/.orie 1�. Rcfcr to thc bucigct f<>r lc>nc 1� in �cctic>n I\' c>f this Rc�ort for spccific�
regarclin� the }�rc��c�secl as,essment fc�r the current tl�cal ��ear and the maximum asses,ment.
Zone #16 (Shepard Lane):
'l.one #1G e<�n,ists c>f six (G) separate resic�ential subclivi�ic>ns ieientitied as Sub-zones. 'I�}lc:se
�is tiub-rc>nes are kncn��n ancl icicnritied as Colle�e Vie�v L?state� I (I'ract ?9-4-t-�), (:ollege
�'ic�v I�.statcs II (1'ract 31)1187), Sundancc AV'cst (I'ract 3fl?1G), Sundancc l?a�t ('1'ract 3l)�O3),
Pc:ttmia l ("l�ract 3OO?�), aud 13ouldcrs ('I'ract 301)3ll). �_,ach of thcsc �ub-zoncs has s�ccitic
lc>cal imE�r<���ements inaintaineci U} che District thai �vcre installed as E�art c�f thc�e re,idential
cic�•clormcnts.
'1'here are se�-eral re,iclential subcii�-i;i<ms ��-ithin the area kncn�-n as She��hercj t.,ane. 'I'he
rarcels ���it►iin each <�f the six (6) �ub-zc>nes of Ione 1G (She}�ard I,a►ie) recei��e benetlt frc>m
��aric�u. imprc��-cments that �ti�crc installcc� as �art c>f thc sc��aratc re�idcriti�l cic�-cloj�mcnts
aiid arc �E�ccitic tc� cach tract and st�bcii��i�ic>n. I'crimeter lanci�caping t��r thc �hc�hcr�i ].anc
r�si�letitial cle�-elc���mcnt� inclucle. }���rk�a�ati/Jx:rimeter laiiclscapin� c�n the �vest sicie c>f
Pe�rtc>la .��enue ben��een I�rank tiinatra I�ri�-e anei (;rralej I�orcl l�ri��e, aa �t•ell aa lanelscaping
c�n thc nc>rth �icic <�f l�rank tiinatra Uri��c and thc sc>uth .icic of Gcrald I��rd Dri��c �>n cither
side c�E Slie�hercl l.ane. 'I'hese itn�rc��-ements benetit the �r<���ern� c�e�•c:lc>pment «7thin the
�hcj�hcrcl I.anc area ancl cach residcntial subc�i�•isic�n is asse„cd a prc�rc>rtic>n.il �harc c>f thc
c��:r� a.sc�ciated «�ith the�e land,ca�ed area� as ���ell .is .pecitic in-tracr imPrc���ements.
Specific in-tract improvements include:
Sub-Zone College View Estates I:
• �I'his �ub-zc>ric's pro�x>rtic�nal bcncht c�f park�va�•/�crimctcr lan�iscst}�ing �lc>n�
thc �vest �icic <>f P�>rt�>la :���enue acijacent t�� rhe residential stibdi�-isi<�n (�;enerall�•
bct���c�•n l�rank �inatra I�ri��c ancl (;cral�i I�c�rci llri��c);
• Park«-at laiidsca�in� al<�u� bc>th ;icics c>t �hcphrrcl I,anc a�ljaccnt t<� tlic
resiclential �ub��i�•isic>n (generall�� bet�veen I�rank Sinatra Dri�•e .incl (Terald I�c�rci
l�ri�•c);
lliu�r!'ri��nrrl�d 1'�i;r 13
(:r�nsoG�latc�l Palm I)cscrt 1,inclscaj�ing ancl I.is;l,ring
\[.iintenancc.\sscssmcnt I�istrict
1•:ns�incrt'; Rc�c�rt,l�iscal 1�r:ir 3UIlH;'U')
• Streetli�hrs u•ithin rhe resieiential s�ibcii�-i�ion anci/c�r adjacent te� the suL�ciit�isie>n
on both the caat and �vest sides c�f She��herti I.ane and the ��•est side of P��rtola
:1�•cnuc installcd as �art c�f thc resi�lential subdi�•isic�n.
Sub-Zone Collcge View Estates II:
� 'I'llis �ub-ic�ne's pr<��c�rtional betletit of j�ark�u�}�/��erimecer lanc3scai�in�; c>n bc>th
�ides c>f Shepherd l,ane atid the �vest .ide c>f ]'ortc�la ,�\�-enue acjjacent ro the
re�idcntial >ubcii��isiun, installccl as ��art c>f thc dc�-cl�pcncnt c>f�rc>�crtics thcrcin;
• �trcct li�hts ���ithin anc�adjaccnt tc� the resicicntial ,ubdi�-i.i<m.
Sub-Zone Sundance West:
• �1'��•c� laticlscape easement� 1<�cateci c�ti the �vest sic�e c>f Shrj�herc� I.ane at
Itic�k<��clli Cirdc.
• 'I'�ti�o lancisca�e ca,ements located oti the �vest �ide ��f�1ie}�herd I,aile at Chinoc>k
(;ircic.
• P:�rk«�a� lancisca�in� alc�n� tihc��hcrci I,anc acljaccnt to thc resiciential subcii��isic>n.
�j�cciticalh ihc �ark��a� arca cm thc �vcst si�ic c�f tihephcrd f,anc �ti-hich cstc:ncis
thc l�n�th c�t �l�ract 3(1?1G;
• Sircctli�;hts �virhin thc residcntial subcii��ision ancl/c>r acijaccnt tc� thc suhcii��i;ic>n
c>n b<�th the east an�l Uest side� e�f Shel�herd l,ane ancl the ���est �icle �,f P�>rcc,la
:��"CriUC ltlti[111CCj :15 }�art c�f tkic rc�iclential �ubcii��iaic�ci.
Sub-Zonc Sundancc East:
� "1'his ��il�-z<�ne's }�r<>�c�rti<>nal be��etir <>f peri►neter/�arktii�at landscaj�in� <>n the
«•est �icie c�f Pe>rtola .1��enue Uet��•eeti 1�rank Si�latra l�ri�•e anci C�eralcl C�orci l�ri�•e
ass��ciated �t•ith the de��el�>pment;
� I'ark�ti�a�• lancisc�i�in� cm She�herci l.,ar�e acijacent te� the resi�fenttal cievele>pment
installed as ��:irt c>f the �ie�-elc�pmcnt c�f��re>pertie� ihereiti.
• �trcct li�fit� ���itliin ancl acijaccnt tc� t}ic [f'SII�Ctl[1:1I subcli�-isic�ti.
Sub-Zone Pctunia l:
• 'L'hrcc lanci.ca��c ca,cmcnts iclentificci as tfle park���a�� lanclsca}�in�; c>n thc cast .i�lc
c>f ti����{��rcl I..:tnc acljaccrit tc> thc tract north and .c�uch c>t I�:a�t Pctunia Placc ancl
the �ark���a�� landscapui� easement on the �vest side of P<�rtola .��-enue adjacent
tc� thc tract.
• 'I'���c> lan�iscaj�c ra.cmciit� icicntiticci as tlic �ark���a�� laciciscapi�i� c�n ihc ��•cst �i�3e
<>f�herherd I.ane acijacent tc> the tract north anei �<�uth of��'est Petunia Place.
llmii(•ia�imr�d I'n��� 1-1
(:crosc>liclxtc� 1'alm Ucscrt I.xncisca�ing and I.ighiing
\Lunlcnanrc.\;s�ssmcnt District
I�:n�inccr's Rcpurt,I�iscal 1'car?Ill)8iU9
Sub-Zonc The Boulders:
• Park�ti-a�� laneisca��ins; cm She�hcrd 1,ane a�ijacent t�� t.he re�idential cie�-ele��ment
in�talled as part �>t the de�-el����ment of pro�crtics thercin;
• 'I'his �ub-z��nc's �roportional benet7t of parkw•a�-/perimeter landscaping on thc
��•c�t �icic c�f Pc>rtola .\��cnuc het�vccti l�ra�ik Sinatra I)rit•c and C7crald I�c>rd
[�ri��c, as �t�cll a� lanclsca��ins� c>n thc nc�rth sicic c>f hrank �inatra llri�•c anc� thc
�c�uth si�lc c>f C;cral�l f�c�rcl l�ri�-c c�n cith�r sidc <�f Shcphcrd l.anc.
• Sireet li�hts «-itllin ancl a�ijacetlt tc� the resic�ential subcii��i,i<�n.
1 t has been cleternune�l u�c�n re�-ie�ti� c�f the sJ�ecitic imrro��ements, that a J�c�rtic�n c>f the
street li�htiti�; 111C� �)�P�ilL'�ll' I�fl(�scaj�e imj�ro�•emenrs aasc>ciatcd ti�-ith the C<�lle�;e �'ie��-
I�;statcs I, Cc>llc�;c �'ic:�v I-:�tatcs II, Sunciacicc F�:ast, ancl Pctu�lia [ Sub-zc�ncs pro�•idc �c>me
�cileral bcnctlt to �ro�crtic. <�utsicic c>t thc�c Sub-zc�iic�. '1'hcse iin�rcn�cmcnts indudc th�
��ark«�a�-/perimeter maintenance ale�n� Pc>rtc.>la :���enue. :\ porticm c>f the rnaintenance costs
u� tc> 1�°�� ha�•e been icicnt.iticcl b}� thc (.;it�' as a �cncral benetu ccnn�onent ancl has bcen
rcm�>��cd fr�>m thc as�essments and ��-ill bc fundccl trom �>thcr s��urccs. 'I1ic im�ro��cmcnt�
as�<�ciatccl ��-ith tlic rcmainins;�ub-zonc, �rcn-idc nc> mcasurablc�cner:il bcilctit tc� ��r<��crtic�
e>ursi�le the '/,<�ne e�r ic� the public at lar�e, and therefc>re, their �pecitic lc>cal lane�sca�in�
iinpr��e�etnc:nis are all<�catecl 1l')O°'�, as ;j�ecial beneht to �arcels �vitlliii the tiub-zones.
Uauil•in��mi��/ 1'���r l i
(;<�nsc�lidatcd Palm llcscrr Landscapin�;an�1 Li�htin�
\Iainrcnancc.lssessmcnt [)istrict
1•:ngincer's Rcport,I�isr.il 1'c�r?l)IlR/l)9
III. Method of Apportionment
A. General
"I'he 197? :\ct Prrmits the establishment c>f:��ses.ment ciistricts b�� agencies fc>r the �urpc�se c>f
��rcn-iciing ccrtfllil �ublic impro��c�icnts ���hich inclucic thc cc�nstruction, maintcnance and
�er��icin� c>f�ublic li�hc�, lan�lsca��in� ancl ap[�urtenant facilitie�. '1'he 1')72 :\ct further reyuires
that tlie cc>st of these ienpro�-ements be le��iecl accc�rciiri� to benetit rather than assessec]��alue:
"Il�e uet��nronnt to be u.+:,��.c.;rd�r�on/und.c u�ithiit ait u.c.;�.�:�nren!rli.ct�r�7 n�n}�(�e uj>f�n�7inned(�p
uir}� /iii7nnlu or n�rthad 1��hi��b /uir/}' di.ihrGutr.r lhr �ret urnorurt umo�r; u!/u.,:ce.,:suble lot.+ oi-
/�uic��/.r iu f�rnf�orlron to t/re �stin�uter/b��n fits to be� reieired by ru�/� .�in�b !nt or�uriel fionr tlre
rm�iot•em��rrt.c."
'I'he tc>rmula u;eC� tc)P C�IiCUl�itltl� �iSSI'�SII1CI1t5 ]Il �:1C�7 Ic�ne c>f the I�istrict therefc>re rc:tlect� the
cc�in}�<>�itic>n c�f tlic �arcels, and the itn�r<��•ements ancl ser��ices pro��icleci, tc� fairl�� apportic>n the
costs ba�cd c>n c�timatcd bcncht to each parccl.
In acl�litic�n, ��ursuant tc> _lrtidc 1IiI1� �ccti<�n -4 a �arccl'. a�scssment ma�� n��t cscccd thc:
reasc>nable cc�st �>C the pre�p��rti��nal �pecial benefit c<mferrecl �m th.�t ��arcel ancl j�ro�•ides that
c>nl�� ��ecial benetits are asse�sable an�i the l�istrict muat separate ihe �eneral benefits fr<nn the
special benetlts. �1'heref�re, iti ce�itiJ�liance ���ith rhe ne�v as�c�stYient reyuirements c�nl��
assrssmc:nts tha� are icientifie� as either "I?sempt .lssessments" or "tiE�ecial 13enetit
:1sse�sments" are a,sessed. 'llle c��sts c>f am im��ro�•ements consiclere�i rc� be "(;enerfll I3(17Cf1["
ha�•e been eliminatec3 from the Di,trict a�se„ment�.
B. Benefit Analysis
I�.ad� c�t thc �r<>pc>�cd impro��cmcnts, thc assc�ciatc�i c<>sts :�nd asscs�rncnts has bcc�i carcfull��
re�-ie«•ecl b� the �.lt\' A[ili {las been iclentitleci fl�1Ci all<�ca�e� basecl on benet7t E�ursus�nt tc> the
rrc>�-i�ic�n• c>f ihc 19%? .1ct and .lrticic VII1� �f thc Califc�rnia Cc�nstituti<�n. t?ach imprcn•cmcnt
and rhe a,sociated c<�sts ha��e becn identified as either "�enera] beneGts" or "�pecial benetits".
.�lthc>u�;h sc�me c�i,ting as�rssments ���ithin the l�istrict yualiEiecl as rz�mpt a.sessments
�ursuant to .�rticic AIIII�, �ccdon � �>f thc (;�n��;titution an�1 ciic] nor rcyuirc a ballot procccciin�
uncicr the �r<��•i�icros �>f tiecricm �, the itnpr<��•ements asse�ciated ���ith these assrs;ments arc
cc�nsicjencl a �E�ecial benetit t<� the assessed j�r��perties ancl are in c<nn�liance�ti�ith the �ub�tanti�•e
rcyuircrnciits <�f .lrticic �Illi� �cccic>n -1. �I�h� ma�imum as,cssmcnt ratc> shc>�vn in this rcpc>rt
.11'C COI15ISfE'I7C \1'1I}1 tl]C prc>��isic�ns c�f.lrticic \llli� ancl :li]\" t1C\V OI' li]CI'l'asccl asscs,ment� shall
bc sul�ject t<> thc ��r<��•isic>ns <�f�cction � thcrc•iii.
Special Beaefrts
'1'he meihod ��f a�Ex�rtic�nrtierit (��r meth�>cl �>f assesstnent) is based ��n the preir�ise that each <�f
tlle a�sessed �arcels «�ithiri the l�istrict anci "/.onrs recei�-es benrtit frc�m the im�rc>��ements
Tt1Z1Ilt:llil('C� 1I1C� t111anced b�• I�istrict as�e,�menr�. �peciticallt�, the as�e�sment� a�sc>ciated ��ith
cach 'l.<mr are fc�r the maintenancc <�f Ic�cal �treet li�;hting �nd lanc3sca�ed im��ro�•ements
.11 iu�il•i���im i��l I'd;r I G
(:��nsc�li�latr�l Palm llcsert Lxndscaring ancl l.is;hting
\lainrenancc.�sscssmcnt C�isrrict
k�,n�anccr's IZe��c�rt,}�isrxl 1'cxr 3(lU$/'l19
in�tallecl as ��art �>f the c>ri�;inal cle�•el�>ptnent ��f the parcel, «�ithin the 'l.<�nes or �vere later
installecl fe>r the benetit c�f �hose �re�perties. '1'he desirabilit�• and �ecuriri' c>f j�rc>�erties ��nthin
cach "l.c�nc is rnharicc�l b�- thc prescncc c>f strcct lightitit; and �vcll-maintainc�j lanc�scapin� iti
closc �rozimit�� to thc�sc pro��ertics.
"1'he laneiscape im�rc��-ement� prc>�-icied bt� thc: 1)istrict ma�� inclucie lanc3scapeci mec�ians,
park�ti�a��s, cnml�-a��s, slr���cs and a�purtenant facilitic�. Strect lighting iinpro�-cmcnt� ma�� indudc
ener��� cc>st, ancl necessan' maintenance to the facilities relatec� thereto. The annual assess�nents
c>utlinecl in this Repc>rt are pro�oseci to co��er the estitnated costs tc> �ro�-ide necessan� sen•icc:,
operation, aciministrati�m ancl maintenance recluire�� each �-ear to keep these itnprc��-ements in a
hcalth�-,�•i�;orous and satisfacton� ccniclition.
"1"he sE�ecial beiictits ass<�ciated�ti•ith the local lanclsca(�in� im�r�>�•ements are speciticall��:
• I�.nhancec� desirabilin� of pro��erries thr<ni�h as�ociatic>n with the impren-ements.
• im�rc��-ecl aesthetic ap�eal c>f�roperties �ti•ichin �he "/.c�nes E�rc>�-iciing a ���siti�•e representation
�>f thc area.
• I�:c�hanccci acia}�tati<�n <�f thc urban cn�•irc�nmcnt R'1[Illil tllc naturll c�i��ir<�nincnt frc>m
a�leyuate green s�ace and l�nclsca�ing.
• F•:m•irc�nmental enhancement threnz�h imprc>�•eci ere��ic>n re�i�tance, anel eiu.t ancl clebris
a>ntr<�l.
• Increaseci ;eiise c>f E�ricje in c>�viiershi�� c�f prc�pern- ��-ithiii tlir I�istrict restiltin� frocn ���ell-
maintaineel imprcn�ements associateci�vith the prc>perties.
• Reciuce�i criiliinal acti�-it�� an�l �r�>�ern�-relatcci critne, (rsl�eciall�� ��andali�ili) a�;ainat
E�rc>l�erties in the District through ���ell-main�aineci surrc>unciings ancl am�nities incluciins;
abatcmcnt c�f�raftlti.
• [:nhancr�l cci��irc>nmcntal yualit}� c�f thc �arcels «�ithiri t}ic "l..oncs ln• modcratin�
tctnp�ratures, E�ro�•idin�c�����cnatic�n anci attcnuating n<�ise.
"l'he �}�ecial benetits c>C strret lis�htin�; are the cc>n�•reiience, safet�• an�l �ecurit� �f ��rc�pert�,
it1���rcn•rmcnts anc� �;<>c��ls. SE�cciticall�•:
• 1:nhanced cictcrrcncc �>f crimc and thc aid to ��<>licc ��r��tcction.
• [ncrca�eci nis;httimc �atct�� <�n rc�aci� :�n�1 hi�k�.��.i��s.
• Iml�rcn•ec� abilin• c>t peciesrriana an�i mc>te>ri.ts tc� see.
• Itnpro�-eil iiigre�� arid c,�re�s t�� propert��.
• Rcclucc�l�-an�lalis�n an�l c>thcr criminal act� :�ncl ciamas;c tc� im}�rc��crncnt� c�r��rc�E�crn'.
• lin}�rcn•cc1 trattic circulatic�n and recluccci ni�httitnc accicicnts ancl �er.cmal ��r�p�rt�� I<�ss.
• Incrca�c�cl }�rc>mc>ti<m c�f husincss �lurin�; ni�httimc hc�ur� in thc casc c>f ccnnmrrcial
��rc�E�ertics.
.11�u�it•rn��mi�i/ 1'd�e 1-
Consolidatecl Ps�lm llescrt I.anc�scaPing 8I1L�I.l�I1f111S�
\lainrcnancc.\ssessmcnt I�istrict
L�.n};inecr's RcEx�rt,I�iscal l�car 21)118/U9
'I'he �recedin� special benetits contribute to a s�ecific enkiancemenr ancl �Iesirabilih� c>f each c�f
thc as;e��cci I�arccls.
General Bene6ts
I'ric�r tc> the ��assa�e c�f Prc�J�c>sitic>n ?1H, some c�f the District assessments incluciecl maintenance
c>f lancisca��eci meclians <�n �-ari�us arterial streets within the (:itt. I[ow�ever, since the
m.11[ltl'I]1IICe c�f ine�st arierial meclians �vithin the Citt� were func3eei b� the (;it�'s (�eneral f�und, it
�ti�as cleterminec� that the esisting aasessments f<�r these itnprcn�ements �vere not a special benetir
ancl in I�i�cal 1'ear 1997/98 the l�isirict assessments related to arterial cnedians �verc: eliminaree3.
In a�lclition, am� imprc��•ement anc] the ass�>ciated costs that are amsiclered a general benetit to
properties outside the respecti��e 'l.ones c�r tr,� the public at large have been ic�entified and
elitninated from the annual assessments. In in,l�illl�? [I11S detertninaticm it �hc�ulci be nc>tecl that
��ark���a�, �erimeter lan�l�ca��in� and interic�r lan�iscaping ���ithin the (;iri� is either funcleci anci
IT111►ltsiineci b�� incli�-i�lual }�rc>��ert�� cnvners �r ihrc�ugh sc>me t�}�� c�f assc>ciation, exce�t thc�sc:
maintaincd and Eundcd thr�>ugh a ���ccial l��i.trict. �I'hc Cin� d�xs not usuallt� maintain ihcsc t��}'�es
c�f icii��rcn�emrnts frc>m (�enc:ral f�und Ite�-enues and, like c>tlier siinilar im}�ro�•ements «nthin the
(:it�-, the e�ri�c�ing maintenanee c>f these imJ�rcn�einents are a special benetlt rc> the prc>��erties
assc�ciatcd ��-ith thc itn�rc��-cmcnts.
C. Assessment Methodolo�,ry
Pursuant t�> thc 197? .�ct, thc cc>st� c�t thc I�istrict ma�� uc app<�rtic�ncd b�� ari�- t��rmula or
mrthc�d that fairl�- c�istributcs thc nct amc�unt tc� bc assc:sscci, amc>ng ass�ssablc �arccls in
�rc�}�c>rti�n to thc cstimatccl benctlts t<� bc rccci�-c�l 1��� rach �uch �arccl frcnn tfic imrro��crlicnis.
'1'hc a�}�ortionmcnt ��f co�ts u�cd Eor cach '/.<me should reticct thc a�mpo.itiori of thc }�arccls,
:�nc� thc im�rc���cmcnta anc� scr�-icc� ��r<n�i�lcci bascc� c>n each parccl', csti►n;�tcd ���ccial bcnctit.
Equivalent Benefit Units: 'I'<� assess benefits eciuitabl��, it is necessar�� to relate the ciifterent
t�-pc c�f��areel imprc��•ement� t<� cach c>ther. 'I'hc F'.C�UI�'11l'tlt 1�enetlt Lnit methocl c�f assess�nrnr
a���c>rric>nment uses nc�: sin�le-Eanul� he>me as the basic unit uf as,e:srnent. _\ sin�;le f:imil�• hc>me
eyuals c�n� I:yui�•alcnt I�enetit l'nit (I:131.'). I:��ert' cxher lanei usc is ce�m•ertecl tc> Fl�l's ba:ecl e�n
an as:es�mc�it formula that cyuatcs thc propert�'s s�cciElc dc��cl��E�mcnt stattis, n'pc c,f
cle�-el<�E�ment (lancl usc), anci size of the ��r<�pc:rh-, as compared to a sin�;le-famil�� home (SI�R).
'1'hc I�:BI; inethoci �>t appc�rtioning benetit is n�picalh� scen as the nu,�t a��propriate anc] ec�uitablc
a��r��ment methcxle�le��;� fc�r eli�tricts fc�rmecl uncler thc 197? .1ct, as the benetit tc� each }�arcel
trc�m the im}�rc��einenta are arp�rtic�necl a, .1 t11I1(:[1()I] ()f Ianc1 u�e r�pe, si�e and cie�-elc�pment.
.\�sc�,ccj �arccls �t•ithin Ic�ncs ?, 3, �, �, G, 7, H, 9, Ll, 1�, l:i �ncl 1G arc �in�lc-fainil�� re.icicntial
E�arcel� :lI1Cj CI1C arplicatic�n c>f the I?13C' menc�.>cl ��C�prea�l re�ults 1C1 :l[i C'C,UaI a�ses�ment.
.II�an1•in�u�ri�i/ P��Kc� I fi
C��ns<>lidxted Pxlm Urscrt Lan�lscxping and I,i�hrin�
\Liintenanre.\sse>s�nent llistricr
1{n�inccr's Rep��rt,I'iscal l�ear?(IOR/l)9
'1'he fc>llc�«-in� table ret7ect. the �-ariot�s prc>��err�� t��l�es and a����licable I:l�l's that ma� be ap�lie�l
�c� j�r��pertics within 'l.onc 13.
],.1'�I� � S}: /I�:Ol�l�'.�I.}�:N'I' l�I�,NI:1�I'1' l'Nt'I'S (l�iie 13)
Land EBU
Use Type Multiplier to
Property Type Code Factor Calculate EBU
Cummcrcial C()\I G.O0 .Acrca�c
Rrsi�3cnrial an�(;u�luncrcial�',icant V�.AC t).30 .Acrea}�r
tiin�ir I�amil��Rcsi�lcn[ial tiFR 1.OU l'nin
Gm�l��miniums (.()�i l).80 l�nin
tiin�lr I�.inul�� V'acant Lnr 51��' 1.00 L��r
E•:sc�n�t �i()\ ll.(10 Varccls
}?se�n��t parcel� indude easement� and land�capecl areas or cornmc>n areas.
�I'he benetit t<�rmula apE�lieci t� }�arccls in rach lc>ne is blsed c�n the j�recedin� f?c�ui�•aletit
l3enetlt l`nit (I�:B[:) rable�. I:ach ��arcel's 1�.1-3C` cc>rrelates the parcel's special benetit recei��ed as
com��arc�l tc> th< <�thcr��arcels in ihc "l.c�nc.
Parcel Type EBUx Actes or Units=Parcel EBU
Total Balance to Levy in Zone/Total EBU in Zone=Levy per EBU
Parcel EBUx Levy per EBU=Patcel LevyAmount
D. Assessment Range Formula
.1m� ne��� c>r increase in asse�smenis, reyuire certain nc>ticin� ai�cl cnertin�; rc:yuirements b� l.i«�.
'1'he lirc���•n .\ct cic�tines the terms "ne��• c>r increa�eel asses,ment" t<� e�clude certain c<mcliticma.
�I�h�•sc ccrtain cc�ncliticros incluciccl "an�• asscsstncnt that cic�c� nc�t ctccccl <tn asse�smcnt t<�rmula
��r raiige ot asse�sment� ��re�•i�>u.l�� acic���ted b�� rhe as�enc�� or ap��ren•ee� b�� the ��c>ter� in the area
«•hcrc thc a,sc••mcnt is imE���,«l." l�l,is �lct7niticm ��-as latcr contirmcc� l>�� �cnatc 13i11 919 (thc
L'rop<»iti<m ?18 itril�lcinrntin�lcgislati�>�ij.
.1n a.ses;ment range fc�rmula t��r the I�i;tricr as,essments has heen conf7rrned thr�>ugh pr<�pertt•
c>«•ner ballc�t j�rocee�lin�s in cc>mplianee «-ith .lrticle tIIII�, escej�t thc>se esi�tin� asse,�menta
���ithin the I�isirict «•hich yualitleci as esem��t as`e�stnents pursuant tc� _lrticle XIIII�, tiecticm �
c>f thc Cun�titutiun and cii�l nc�t rcyuirc a ball��t procecding unc�cr the ��rr>��i�i�ma <�t Scctic�n �.
"1'h� as;cssmcnt ran�c f<�rmula shall br a��liccl tc> the tiiturc aasc�smcnts �ti�ithin thc l�i�trict. 'I'hc
ti>U<��ti�in� �lc�cribc� thia assc•amcnt ran�;c fc>rinula:
11 aurl�iii��n�r�d l'���r 1�l
(:�msc�licl;�icc3 Palm I)�ticrt I,cindscapin�anci I.is�htin�
\fainrcnancc .lsscssmcnt Uisrrict
I�:ns;incer's Rep<�rt,I�iscal l'ear 3OU8j119
�V'hcrcin, if ihc E�rc�p�>scd assc�smcnt (lc�•�� per unit or ratc) is lcss than c>r cc�ual u>, thc
]�ric�r �•rar'� tnaximutn a�,esstnetit }�lu� the aciju,tmetit� �ie�cribeci in the fe�llc���•iti�, th��i
the �rc�Ex�,ed asscs�metit is n<�t cc>nsidered an increa�ed assessment. '1'he pur�c>se c�f
establi;hing an a,sessment ratige for�nula is to pro�-icle fc>r reas�>ilable inerea�es ancl
iiit1Fl110t111"�" adju�tmcnts t<� the as�css�nciit amc>unts ��-itllc�ut rcyuiring cc>stl�� nc>ticin�ancl
mailing��r�>ceciures, �vhich v�•�>uld be aclded to thc I�istrict a�sts anci as�essinents.
If the prc>Posed a�sessment is le�� than the tnasimum asse�sment al��rc���ec1 in the
��rc�•ious tiscal ��car adjusted b�� a perccntage no�rcater than thrce �erccnt (3.0°�,), <�r the
stnnual E�ercetitage increa�e c>f the(:onsiimer Pricc Inc�e� ((;PI),«�hiclie�•er is tlle ]e.ser c�f
thc nvc>, thc a��c��mcnt shall nc�t bc con�icicrcc3 as an incrcasc.
f�:ach �•ear the Cit�� shall compute the pereenta�e eiifferenee bet�veen the CI'I cm f anuar�•
1, of cach ��car ancl thc Cl'I ti>r thc prc��ious Januar�� 1, <�r a similar time peric>d, as
cietercnined b�- the I3ureau of 1.�l�c�r �tacistics f�r all urbaci cc>nsumer� fc�r the ],c>s
�ngeles, .lnaheim and Ki�•ersicje :\rea. "1'his �ercenta�e ciifference shall then establish ihe
ran�e c>f iticreased a��es,meeits allc����ed based on (;PI. �hc�ulcl the 13ureau c�f I.abc>r
Statistics re��ise �uch lllCje� c>r discc�ntinue the preparaticm c>f such inclex, thr Cit�� �hall
usc thc rc�•i�c:d indcz or cc�mj�arablc s��stem a, apprc���cci 1��� the (;in' (:c�tincil fc>r
cic:tcrrninin� tluctuati<>ns in tlle c�>st c>f li�-i�i�.
If(:PI is less than three percent (3.O°�,), then the allo��•able acljustmcnt tc> the masimum
a�sessment t��r each 'l.c>ne ma�- be bt• (;I'[, c>r a lesser ��rcentas�r. [f l:I'I is greater than
three percent (3.U°'��), then the allo«�able acijustment to the prc�p��secl asses,inent fc>r earh
"/.one ►na�� be tkiree percent (3.O"'��) or a lesser percentage '1'he Eict that an assessrrierit
ran�e ti�rtnula is acic>pteci tc�r I�istrict ass�ssments cjc�es nc�t reyuire that the acljustment
be applied cach �-ear, nor does it restrict the assessments t�> the adjustment amounr. If
the bu�l�;et an�i asse,sment� f<�r a�i�•en Ic�ne dc� nc>t reyuire an inerease c>r the increase is
Ir., than the allc>�vable aclju�tment then the reyuirecl buci�;et anc� as�esa�nent ,hall be
:���J�liccl. If nc� bud�;cc ancl a�sc��mcnts for a gi�•cn �c�nc rcc�uirc an incrca�c �rc:atcr than
rhe allc���•able ac�justment then the �rc�rc>.ed a,ses,ment is c<�n,idered an incrcased
a�ses�ment anci mailecl nc>tices, a; ��•cll as �rc>�ert� c>�vner prc�test ballc�ts arc: recluire�l bt•
.\rticic \IIIU tc> im�x�sc thc a�sc:ssment incrca�c.
I���r I�i�cal 1'car ?(1(1H/O9, thc liurcau ��f L.ibor Stati�tic� has cstablishc�l CI'I at 3.9?°�o tirr the
Januar�� ?IlU7 tc� Januar�� 2Uf1$ peri�>cl. �l�hercti>rc, thc prc�•i�>us masitnum asscs�mc[it ti�r cac}i
'l.cme ���ithin the l�istrict has been ac�ju�red b�� 3.U°�, tc> e�tablish the current masimum
fltitiCti�tI1Ct1[ .1��U\�'C�i.
Vin�ii•ii<<iiiri�il hu�r�U
(:rmsc�licl.ircd Pxlm I�cscrt I„inclxaj�ing an�l I.ightin�
\I:iintenancc.\ssessmcnt llistricr
(�:ngineer'; Kcport,►�i,cal 1�car?(iO$/U9
IV. DISTRICT BUDGETS
A. Dcscription of Budget Items
'1'he f�>lle��vin};c�e�cribes the sen�ices ancl costs that ar� funcle�i throii�h the I�istrict, sho�vn in
thc I�istrict I�ucl�cts.
DIRECT COSTS:
Maintenance Costs — [ndudes cc>citracted labc>r, matc:rial and eyuipment reyuired tc>
�rc��erl�� maintain the lanc�,capin�, irri�ation .���tems, clraina�e s�-,tems, fencing, and entr��
mc>numcnts «�ithin thc lc�ne.
Landseape Utilitie� Indudes utilih- cc>�t� fc�r �vater reyuirecl t� irri�;ate laticlscapecl aresas
anci the urilit�� cc>sts ti>r cicctricit�� reyuircci to run irri�aticro s�,tcros an�l ornamcntal li�hting
for landscapccl areas.
Landscape Ext�as— Incliic3es the replacement c�f am� tnaterials acicl cyuij�me�lt nee�iecl tc�
makc rc}�airs tc� irri�ati�n s��stcros.
Ttee Pruning — Induc3es the ce�st c�f [rimtnin�; ancl (�runin� trees le�cated �t�ithin the
landsca�c�i area.
Street Lighting— l:tilin� cc�sis fc>r electricit� reyuire�l t� c>��erate streetli�hts, as �vell as the
maintcnancc of the srrectG�hts.
SpecialDistriet Setviees—'T'hese are :er��ice� �ro��idecl t<� a �pecitic "/.c>tie that are c�titsicle
the ric�rmal maiiitenance sen•ice� ��rc��•iclecl bt• the I�istrict. "I'hese cc�sts and ser�•ices ma��
inclu�ic, but s�rr nc�t limirrd tc� thc: fc>llcm�ins�:
• �pecializecl mairvenance anci equi}�ment necessar�� fc�r lancisca��c�l area� ancl appurtenant
tacilitics assc�ciatc�l ���ith cin-«'clls, rctcntic>n l�a;ins and ci�ccn�icm basins «�ichin nc� "l.c>nc.
• 'I'he �dciiti��nal c<�st ��f e<�ntracted lab<�r, material and ecluipment reyuirecl tor trimtning
trccs in thc��ublic right of«��t' ancl lan�lscai�c�i arcas.
Maintenance Repaits— �1'lli� itcm iilcludcs rc�airs that arc �cricrall�- unfc�rrsecn :in�l nc�t
n��rcnallt• includcd in tllc �-c:irlt• maintcnance cc>ntract cc>sts. '1'1ii� rnat• inclucic rcpair c�f
clam:igeci arnenities ciue tc> �•an�iali�m, �tc�rms, tre�st, etc. .\lsc> incluclec3 ma�� be }�lanneci
uE��rac�es that ��ro�-icle a direct benetit to the "I.c�ne. 'I'he:e u}��rac�e, cc>ulci iticlude re}�lacin�
�lant matcrials and/or rcn����ati<>n �>f irrigati�m c>r li�hting st�stcros.
l liuiil•�n�u�ri��/ p,����?(
(:emsc>lidared Palin[)e,ert Larnlsc,ipin�an�l Li�hrin};
\Iaititcn:incr.\,scssment l�i,iricr
I�:n�inccr's Rcpc�rt.I�iscall'cxr?UO8/O9
ADMINISTRATION COSTS:
Disttict Administtadon — '1'hc a>�t tc� particular cicE�artmcnts and staff <>f thc Cih�, fc�r
prc>��i�ling thc ccx�r�iination c�f L�i.trict scn-icc� a��cl c>peratic�ns, resJ�c�nsc tc� �ublic conccrns
aiiei eeiucation, as «�ell as prc>cedures assc>ciated �vith ifie le���� and ce�ilectic�n e�E assesaments.
"i'liis itein also includes tlie cc�sts oFcc>tltractin�; �ti�itfi �rc>fessic�nals tc> pre�vi�ic acitninistrati�-e,
le�al c>r engineerin�; sen•ices s��ecit7c to the Uisrrict indu�liti�; recluired notices, tllflllltlS�ti c�r
��ro�crt�� c��vncr��rc�tcst ballot ��rc>cceciin�s.
County Administration Fee — 'I'his i� rhe cc>st tc> the lc�ne ti>r the Cc>unh� tc� cc>llect
Ui�trict assc�.incrits c�n the r�ro�crt�� tax l�ill�.
County Pet Pateel Fee — �1'his is the c<>st t� each "/_,c>ne tc�r the Count�' tc> ec>llect
a;se��inents c�n rhe ��re���crn� tax bills. "1'lii� char�e i� c>n a �c:r assessment basis .111CI is in
acidition t�> thc Ccn�nt�� :�drninistrati<�n F�ce.
Note: - �17�r ar/nrini.ctiulrt�e rost.c o/�tbr I�r.�tii�Y crre bor�t� by e���•h 7.oit�� in/�ropn�Yro�r /a //�r ��;,n�,��le �as/s
n/�the ��ntii�� I)i.rhi�t. C.o.ct,� �e�/�rted to di�e�Y udn�inistiatio�t �rir id��ntr�e�r! c�s ��.t��nr�t, ;'��n�-irr/ uitd s���irul
G��ite/il.+lu tLre.ecu»e�iof�a7lnit r�.r the brne/i//i�rdiir;./or t/�e 1�iire7 S��it�r���n.�t.;. .�I//��nsLc relr�te��/!o!/���/ei��o/.
��.r.rr.�:�nieiri.r.arnc �er�nnnt}�f-es�utd�nntru��t udnlinistr��lioir ru�e��pf�lie�rl!o ��nL� "/.nitr rc����idl�.cc oJ un}' b��nt/it
./iirrliu�.r(i�o,�eneiul(����re/it).
LEVY BREAKDOWN:
Resetve Collection/(7"tansfetr— "I'he Reser�-c :�ccc�unt item i� }�rc>��iclecl tc>r c<�llecuc>n b�•
t}ie I�istrict c>f funels to operate the "l.<�ne fr<�m the time ��eriod c�f �ul�� 1 (be�;innin�; c�f the
Elscal ��car) thrc�ugh ap}�r���imatcl�- �anuar�� u•hcn thc (;ount�� �r�>�-icics thc Cit�� �vith thc Eirst
installmcnt ��t assc.sincilt� collcctcd froin thc properR� tat bills. Nc�;ari�•e am��unrs shcnti�n
ti>r rhesc bud�;et itcros arc transfers frr�m thc resen•c fund that. arc used to reducc thc
li;il<incc to Lc�-�•. 'I'he Itesci-��c I�und climinates thc necd fc�r the Cin� to tra�i�fcr funds fr<�in
non-I)istrict acc<�uut;.
Other Revenues /General Fund Contributron — 'I'his irem incl�.��{es a�l�iiric�nal fund,
ele�i�nateci t�>r the './.one rhat are nc>t frc�m l�istrict a�sessments. '1'he.e fun�ls are acicleci te� the
"/.c�nc ;iccuiint t<� rc�lucc as�caa�ncnts, an�l iYia� be frc>m citlicr nc�n-Uistrict c�r I�i.trict
�ourccs inclu�iin� (:it�� Gcncral I�unci Cc>ntributions ancl intcrc�t carnin�s.
Balanee to Levy — 'l his is tlie tc>tal ame�unt tc> be cc�llecteci fc�r the ctirreiit t1�ca1 �ear
il�rcni�h assessments (ti�r special l�enetlts) or tr<>�n other re��enue sc>urces (for �;eneral
brnetits). 'I lie Iialatice to I,e�-�- represeiits the sum <>t'I�c>tal I�irect aiicl .1e1i7unistratic�n (;e�sts,
the Ke�cr�•e :Acc<>unt/Other Re�•enue tiource, the 13eginning lialance, and the Contribution
Re��leni�hment. Onit� thc�se costs related to thr impro��ements icientitiecl �is special benefits
arc lc�•icd anci cc�llccted <�n the ta� r��ll.
.11 iuiif�i�n�ir<i<il 1'�i�r''�
(:crosolidaic�f I'alm Ucscrt I.;inclscsiping xnd I.i�htin�
\Ixinrenance .lsscssinrnt I)isirici
I-:nginccr's Rch<�rr,I�iscal l�ear�'UUA/l)9
DISTRICT STATISTICS:
TotalParcels—'I'hc tc>tal numbcr c�f��arcclti \Vll�llt] t}1C f(�IIC 1)OUt1C�ar��.
Total Patcels Levied— �1'hc tutal nurnbrr r�f Parccls ���irhin the %onc: that are a�ac.sccl.
1�oti-a��cs;ablc Ic�ts c�r ��arccl� ina�� inclucic �arcels <�t lan�l ��rinciJ�all� �ncutnbcrcci b�� pul�lic
ri�ht-c�f-�ti•at•�, cascmcnts, cammc>n arcas, aiici/c�r parcel` �;•ithin thc buunclarics c>f thc l<�iic
ihat currend�• �ic� not benetlt tr<:nn thc iml�r�n-ements due p�>ssil�l�- u> c�e�•el<��ment
restricticm..
Total Equivalent Benefit Units (EBU) — l:clui��alent l�enetit �'nit (I:131') is a numeric
�aluc calculatcc� t<�r cach j�arccl ba;ed c>n thc �arccl's land u�c ancl sizc "I'hc f�:I3L' shc�«•n in
ihc I��ne bud�et, (�ecti��n Il' 13), rcpres�nt, tllc suin t��tal c�f ihe �arccl I?I3�'a that recci��e
spcci.11 I�CriCtlfti trc�m thc im��r<n•cmcnt.s.
Levy per EBU— 'I'hi, amc>unt rePresents thr rate bein� ap�liec� tc� each �arcel'ti incli��idual
1�:13L'. 'I'lle Le�•�• �er l�:yui�•alent l�enetit l.'tlit is the result c�f �li�•idin� tlle total 13alance tc�
l,c����, b�� thc �um ��f thc "l.onc I:lil's, t�>r thc tiscal �rar.
.11i�ni�•�ir�uai�il (',����3
B. District Bud�ets
TABLE IV"LONE 2 CANYON COVE
ZONE 02 CANYON COVE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintcnance Costs 527,318 $2,049 $25,269
1.andscape L;tilities 349GG 2G22 32344
Landscapc Fxtras (Repairs/I�fatcrials/Fquipment) 2023 1�2 1871
'1'ree Pr�uiuig 9647 724 8923
Strcct I.ighting 272 20 252
tipecial District ticrviccs 0 0 0
Annual Direct Costs(Subtotal) 574,226 $5,567 $68,659
Renovation/Capital Improvement I-:xpcnditures $0 30 $0
Total Direct Costs 574,226 a5,567 568,659
ADMINISTRATION COSTS
District Aciministration $7,G17 $�71 57,04G
County Admiiustration h'ec 25 2 23
Counry Per Parcel Fce 36 3 33
Administration Costs(Subtotal) a7,b78 a576 $7,102
LEVY BREAKDOWN
Total Direct and Admin. Costs $81,904 56,143 $75,761
Reserve Collection/(Transfers) 0 0 0
Othcr Rcvenues/General Fund Contribudon (G0,3G2) (6,143) (�4,219)
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy 521,542 $0 $21,542
DISTRICT STATISTICS
Total Pazcels 225
'Total Parccls I,c�-ied 222
"1'otal Fquivalent Benefit L;nits 222.00
Levy per EBU $97.03
RESERVE INFORMATION
Begir►nin�Reserve Balance 0
Reserve:lccount Activity 0
Anticipated Reserve Balance 0
ASSESSMENT INFORMATION
I�faximum Assessment Rate Prior Year 2007/08 94.21
Maximum Assessment Rate FY 2008/09 $97.0383
CPI Applied: 3.00%
Jliuiit•�ir��nrl�i! P���r?�
TABLE IV ZONE 3 VINEYARDS
ZONE 03 VINEYARDS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs �3,277 �0 $3,277
Landscape L'tilities 1,201 0 1201
Landscape F.xtras (Repairs/Materials/Equipmcnt) 1,092 0 1092
"I'ree Pnuung 437 0 437
Strect Lighting 7G4 0 764
Special District Sen�iccs 0 0 0
tlnnual Direct Costs(SubtotaJ) $6,771 $0 $6,771
Renovarion/Capital Improvement Expenditures �0 $0 $0
TotalDirect Costs $6,771 $0 $6,771
ADMINISTRATION COSTS
District Administrauon �1,718 $0 $1,718
County�dministrauon Fee 25 0 25
(:ounty I'er Parccl Nee 21 0 21
Administration Costs(Subtotal) $1�764 $p $1,764
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,535 $0 $8,535
Rcscrve(:ollection/(Transfers) 0 0 0
Other Revcnues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy $8,536 0 $8,535
DISTRICT STATISTICS
"rotal Parccls 147
Total Parccls I.c�•ied 132
"I'otal Equivalent I3enefit [_�nits 133.2
Lery per EBU $64,08
RESERVE INFORMATION
Beginning Reserve Balance 11,361
Reserve rlccount Activity p
,qnticipated Reserve Balance 11,361
ASSESSMENT INFORMATION
Maxunum Assessment Rate Prior Year 2007/08 67.77
Maximum Assessment Rate FY 2008/09 $69.8034
CPI Applied: 3.00%
1I imil'7n�im id( ������.��
TABLE IV"LONE 4 PARKVIEW ESTATES
"I.ONE 04 PARKVIEW ESTATES
Total General Special
Budget Benefit Benefii
DIRECT COSTS
�faintcnance (:osts �O SO �0
l.andscapc l rilitics 0 0 0
I.andsca��r Iixtras (}ZepairsjAfatcrials/1•:yuipincnt) Il 0 O
'1'rec Pruning 0 O Q
ticrect I.ightin�; �,-3? -1111 �,3??
�pccial District tien•iccs 1) U (1
Annual Direct Costs(Subtotal) $2,732 $410 $2,322
Keno��ationi(:.�pital Itnpr<n•cment 1•:xpcnditures SO SO �(1
Tota/Ditect Costs $2,732 $410 $2,322
ADMINISTRATION COSTS
L)isirict .�dministratic�ii Sl,i-}� S23? .�.�1,31�
(:c�unn- :�clministration I�ee ?� -1 21.?i
Count� Pcr Parccl (�cc 28 -1 33.t�
Adminrsttatron Costs(Subtotal) $1,600 $240 $1,360
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,332 $650 $3,G82
Resen•e Cc�llectiunj(1'ransCers) -}12 62 3�U
Othcr [Zc��cnuc�iGcneral I�un�l Cc�ntributic�n (-1?) (,(Z) (i
(:apital imprcn•cmcnt I'r�>jcct (;c�llection/�l�ranstcrs) Il U U
Balance to L,cv}� $4,032 (0) $4,032
DISTRICT STATISTICS
'1'c�tal I'arccls 1�5
�I�c�tal 1'arccls I.c�-iccl 1?�
'1'<�t.il I�:y�u��alcnt licnclit l �iirs l-?.f)ll
L,e��•per EBU $23.44
RESERVE INFORMATION
13cginning Itcsril•c I�alancc l,-O�
Rcscn�c .\ccc�unr .\cti�-it�• -►]?
.\ntici�atcci Rcser��c li:ilancc ?,119
ASSESSMENT [NFORMATION
\Iasimuin .1.sessinent Rate Pri��r 1'ear�UO-%OH ?3.5�
Maximum Asscssmcnt Rate FY 2008/09 $24.2726
(:PI .Ap��licd: i.UU°��
Ilnnit�iu��u�t�il Pr�{r 3G
TABLE IV"LONE 5 DESERT MIRAGE
ZONE 05 DESERT MIRAGE
Total General Special
Budget Benetit Benefit
DIRECT COSTS
\faintcnaiicc Cc�sts SG,I)32 �S91�5 S�,1?-
l.andsca�c L'tilitics i,�-1� 23? 1,3i3
I.andsc�pe I�:xtras (Repairs;�Iaterials/I:quipment) G(1? 9ll �12
'1'rcc Prutuns� 1,�21 ?1 i 1,?0�
�trcet I,ightins; -�90 ,-1 -I1G
Sj�ecial I�istrict 5er��ices 0 (1 f)
Annual Direct Costs(Subtota/) $10,090 $1,514 $8,576
Kcncn�aticm/Capital Im�rcnemcnt I:spcnditures SO SO �0
Total Direct Costs $10,090 $1,514 $8,576
ADMINISTRAT[ON COSTS
I)i.trict :�dci�inisrratic>n SI,�32 S??8 �i,_'�J-1
(:<>unn• .\dnuni�tratic>n f�cc 1O � 8
Cc>unt� 1'er I'arcel I�ce G 1 :i.l
Adminrstraaion Costs(Subtotal) $1,538 $231 $1,307
LEVY BREAKDOWN
Total Dircct and Admin. Costs $11,628 $1,744 $9,884
Rcscn•e (:ollection/(l�ransfer�) O O 11
Other Re�•enuesjGeneral I�und Ccmrribution (l,�-1-�) (1,,�-F) 1)
Ca�ital Impro�-cment I'rojcct (:�>llcction/(I�r.�nslcrs) (1 U 0
Balance to Lcv}� $9,884 $0 $9,884
DISTRICT STATISTICS
'1'�>ral Parcels 29
7'��tal P�rccls Lc��icd ��)
'l�otal F?c�ui�-alent llcncfit l�nits �9.UU
Lev}'per EBU $340.82
RESERVE: INFORMATION
13c�rinnin� Rc�cn�c I�alance �►,H-}.}
Kesen-e .1ccc�unt :\ctiti�it� (>
.lnticirateci Re�er�•e I�alance 1 I,�-l-1
ASSESSMENT INFORMATION
�Iaxitnum .\sscsstnrnt Ratc Pri��r l�'ear?UU-;I)8 �j�(l.}.��)
Maximum Assessment Ratc FY 2008/09 $416.9335
(:l'I .A��plicd: 3.011°��
Jlmiih7i�nn�i�il /'����•_''
TABLE IV 7,ONE 5 SANDCASTLES
ZONE OS SANDCASTLES
Total Genetal Special
Budget Bene6t Benefit
DIRECT COSTS
Maintenance Costs SO $0 $0
i,andscape L'tilirics 0 0 0
Landscapc Extras (Repairs/l�faterials/Equipment) 0 0 0
Tree Pruning 0 0 0
Street Lighting 1201 0 1201
Special District Sen-ices 0 0 0
Annual Ditect Costs(Subtotal) $1,201 $0 $1,201
Rcnovation/(:apit:il Improvcment Expenditures �0 SO SO
Total Direct Costs s1,2o� ao a1,2o�
ADMINISTRATION COSTS
District.ldministration �840 �0 $840
C:ounty Aciministration Fee 2� 0 25
County Per Pazcel I�ee 7 0 7
Administratroa Costs(Subtotal) 5872 $0 $872
LEVY BREAKDOWN
Total Direct and Admin. Costs $2,073 $0 $2,073
Resene Collecrion/('l�ransfers) 0 0 0
Other Revenucs/C�eneral Fund Contribution 0 0 0
<:apital Improvement Project Collecrion/(Transfers) 0 0 0
Balance to L.evy $2,073 SO 52,073
DISTRICT STATISTICS
Total Parcels 41
Total Parcels Levied 41
Total liquivalent Benefit Units 41 AO
Levy per EBU $50.55
RESERVE INFORMATION
Beginning Reser�-e Balancc 7,000
Rcscr�•c�lccount Activity 0
Anricipated Reserve Balance �,000
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2007/08 �5.40
Maximum Assessment Rate FY 2008/09 $57.0602
(:PI Applied: 3.00°�0
.I l ui�iFin�iu�i�i/ Pri�e?h
TABLE IV ZOl�'E 5 PRIh1ROSE 2
7..ONE 05 PRIMROSE 2
Total General Special
Budget Bcnefit Benefit
DIRECT COSTS
\Iaintciiancc Cc>sts �?,3-18 SO S2,3-�H
l,andscapc C`tilitics ti�0 0 ti30
I.and�capc 1:stras (Repairs/\faterials/1-:c�iupmcut) -IO8 0 -�Ut3
�I�rce Pruning �9O 0 -}90
Strcct ],i�htui�; 1G? O 1G?
Spccial I)istrict Sen-iccs 0 0 ll
Annua/Direct Costs(Subtotal) $4,228 $0 $4,228
Ren<��•ation/Capital Im�ro�-etnent I�:spcnditures SO SO SI)
Tota/Direct Costs $4,228 $0 $4,228
ADMINISTRATION COSTS
I�istrict :lcinucustrati�>n �1,1G� �0 S1,1G�
(:c�unn� .lciministrati�n I�ee Z� (1 �5
C<>unt�� Per I'arcrl f�cc G 0 G
Adminrsttatron Costs(Subtota/) $1,196 $0 $1,196
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,425 $0 $5,425
Rescr�•c(;ollccti�>n/("I'ransfcrs) 0 U Il
Othcr Rc�-cnucs!C.;c�icral I�uiid Cr>ntriburion 0 0 Il
(:apital Irripro�•ement Projcct Collection;('I'raii�fers) 0 0 (1
Balance to l.ev}' $5,425 $0 $5,425
DISTRICT STATISTICS
'1'c�tal 1'arccls 3—
"I'c�tal P:�rcc•ls l.c�•iccl ;�
'1'otal }�:c�ui��;�lent tictictit l�nirs i�.Ul)
Levy per EBU $146.62
RESERVE INFORMATION
li�,�,=uiniii� Retien�c I�alance -,�I)0
Rcscn•c .\ccc�u�it ;\cu��it� �)
\n[ici(��tcd Rcscn e I3alancc -,�f)Il
ASSESSMENT INFORMATION
�fasunum .lsces�rnent Rare Prior 1'car?IIU��I)H S1<�G.38
Maximum Assessment Rate F1'2008/09 $191.9711
(:1'1 .i�plicci: 3.O(i°„
.11niril�rirrnr,rnl ��,���,,?��
TABLE IV"LONE 6 HOVLEY LANE MONTEREY MEADOWS
"I.ONE 06 MONTEREY MEADOWS
Total General Special
$udget Benefit Benefit
DIRECT COSTS
\faintenancc C���ts S869 SO S8G9
I.aciclsca�>c l�tilitie� 3-�-1 () `���`�'�
I.ancl�cape I:stra� (Rcpairs;"�Iatcrials!l�:quipmcnt) 381 0 ����1
'1'ree 1'n�iu�l� -}�U O S-1�1)
�trcct l.i�litin� -43� Il �-�j�
ti�ecial l�istrict tier��iccs O 0 ���
Annua/Direct Costs(Subtotal) $2,501 $0 `a''.��»
Rcnc��•ation;Ca�ital ImPro�-emrnt 1?zpcnditures U U U
Total Di�ect Costs $2,501 $0 $2,501
ADMINISTRATION COSTS
I�istrict :ldmiiustration 921 (1 921
Cc>unt�� .1cl�ninistration l�cc �� U 25
G>unn• Pcr ['arcel I��cc G O G
Administradon Costs(Subtotal) $952 $0 $�52
LEVY BREAKDOWN
Total Direct and Admin. Costs $3,453 $0 $3,453
Rcscrce Collccti<>n/(I'ransfcrs) 0 O O
Other Ke�-enues;General I�und ContribuUcm U 0 0
Capital Impr<>�•ement 1'rciject(:ollection/(I'ransfexc) 0 O 0
Balance to l.ew $3,453 $0 $3,453
DISTRICT STATISTICS
'I c�tal Parccls -}O
'I'c�tal P:trccls l.c��iccl -}O
'1'c�tal [�:yui�•alcnt I�cnetit l'nits �l).O0
Levy per EBU $86.32
RESERVE INFORMATION
13e��nnin�Rc�cr�-c I3a1:lI1CC ?,�,-}
Rcscr�•c.lccount .1cti��i�1 (1
.\nticip:�tcci Rescn-c l�alaticc ?,?�-}
ASSESSMENT INFORMATION
�fasimum,1s;cssment Ratc Pri�>r Ycar?(1(1-;I1� �).�?1
Maximum Assessment Rate FY 2008/09 $97.0387
(:1'1 .1 E�p lic c1: 3.1)()°„
.11nnrl•rii�uirrd/ 1'�i���i(I
TABLE IV 7.ONE 6 HOVLEY LANE THE GLEN
ZONE 06 THE GLEN
Total General Special
Bi►dget Benefit Bencfit
DIRECT COSTS
;�taintenancc Cc�sts 33,163 S3?-} S1,t339
l.andsca�e l.'tilitics 900 13� -G�
Landsc;i}�c I.:ztras (I�epairs;'�Taterials%I�:yiiipment) �3- 4G 3,1
'1'rce I'runin� ��G 113 G-43
Strcct l.i�;htin�; l) (1 U
tipecial I�istrict tirr��iccs I) 0 0
Annual Direct Costs(Subtotal) $4,256 $638 $3,618
Rcno��ationj(:apital [m�ro�•emcnt 1?�pcnditures �0 tiO �0
Total Direct Costs $4,256 $G38 $3,618
ADMINISTRATION COSTS
Distnct .Adininistration S`)32 SI�IU ��9?
(:ount�� :Administration Fce ? 11 ?
(;ount�• Pcr Parccl Fcc 3 ll 3
Administration Costs(Subtotal) $937 $140 $797
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,193 $778 $4,415
Rcscr�-c Collection/(l�ranstcrs) GG-1 lUl) �G-1
Othcr Ke�-enucs/General I�und Contributic�ti (t��R) (H�H) O
C:a�ir:�l Impro�•ement 1'r�>ject Collection/(I'raiisfers) 0 Il
Balance to Levy $4,978 $0 $4,978
DISTRICT STATISTICS
�1'otal Parccls 1G
�l c�tal I'arccls I.c�•ie� 1 G
Ic�[1� I'.C�Lll\'alcnt 13enctit l'nit� IG.UII
Levy per EBU $311.11
RESERVE INFORMATION
lie�rintut�� Rcscr�-c I�SlI:it1CC �)H:i
Rescr�-c .�ccount .Acti��in� G6-4
\ntici�atccl Resrn-c 1�.1�1110E 1,G�9
ASSESSMEN'T INFORMATION
�lasimum.�sscs,►ncnt Katc I'ri�>r Ycar?l)0�%O8 �3U?.1?
Maximum Assessment Rate F1'2008/09 $311.1806
(:I'I .1�,plic�cl: 3.UU°�,
.11iniif•7u�imi��/ 1'��,r i l
TABLE IV'I.,ONE G HOVLEY LANE HOVLEY ESTATES
ZONE G HOVLEYESTATES
Total Gcncral Special
Budget Benefit Bene6t
DIRECT COSTS
\Iaintenancc Co�ts S3,��5 SO $?,�RS
Lancl�cape l'tilitics 1 15�3 I) 11�H
(.andscape I:�tras (Rcpairs/�fatcrials%I�.yuipment) -19f1 f) -19O
"I'rcc Prunin� G?6 (i G2G
�trcet I.i�htin� 1G3 U 1G3
�pecial District tier��ices (1 0 0
Annual Direct Costs(Subtotal) $5,222 $0 $5,222
Reno�•atic>ti;C:ipital Iu�I�rcneme�it I�:xpcnditures SI) 5(1 $O
TotaJDirect Costs $5,222 $0 $5,222
ADMINISTRATION COSTS
I�istnct .�di�uni�tratiun �9H? 5l1 39�1
Counn• ,�dmitustration {�cc ? Il ?
Cc,unt�� Per Plrcel I�e:e 3 O 3
Administtation Costs(SubtotaJ) $987 $0 $986
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,209 $0 $6,208
Rcscn�c(:c�llection%('1'ransfcrs) -98 O -9�3
Othcr Rc�•cnue�/General l�und Cc�nu•ibution O 0 U
(:apital Impro�•cmcnt Project (:��llccti<>ii/(1'rarisfers) 1) Il Il
Balance to Lev}� $7,006 $0 $7,006
DISTRICT STATISTICS
'1'<>tal Parccls ]�'
'L'c>ral I'arcels I.r��icd 1G
'lotal l�:yui��alcnt 13ctietlt l tuth IG.U(I
Lev��per EBU $437.89
RESERVE INFORMATION
lic�,ruinin�Rescn�e I��la�icc 3,?-(�
Rcscn•e .lccvunt.\ctirit�� -9H
.�nticiratccl Rcscn�c l�alaiice �,(l�-}
ASSESSMENT INFORMATION
�lasimum :lsscssnicnt Ratc I'ric>r��car?lll),/ll� �?�.�?9'
Maximum Assessment Rate F1'2008/09 $438.2956
(:I'I .ApE�lird: 3.111)°��
.11 nnit•rn��nri��/ P���r.i?
TABLE IV"l,ONE G HOVLEY LANE SONATA I
'LONE 06 SONATA I
Total General Special
Budget Benefit Benefit
DIRECT COSTS
\Iaintcnancc(;��srs �?,633 S39� 5?,238
I,anclscahc l'tilitics 1,()9-1 1G-1 93()
I.andticapc ('stra� (Rcp.�irs!\tatcrial�/'I�.c7ui�>ment) -F9U �'-1 -F1�
'1'rcc Pru�iiti� G-49 9� »2
titrcct I.i};luing 1G3 ?-� 139
S�ecial Uistrict ticr��iccs U 0 0
Annual Direct Costs(Subtotal) $5,029 $754 $4,275
Rcno��aticm/C:ipital I�npr�n•c►nrnt 1?xpcndittires Sf) SO S(1
Total Direct Costs $5,029 $754 $4,275
ADMINISTRATION COSTS
I�istrict .\dmini�tratic�n �99? 51�9 SH-43
Cc�unt� .lcimuvstraticm I�ee ? Il ?
(:ouiit�� Pcr Parccl I�cc 3 I1 3
Administration Costs(Subtotal) $997 $150 $847
LEVY BREAKDOWN
Total Direct and Admin. Costs $G,026 $904 $5,122
Rescr�•e (:��1lectioil/('1't•ansfers) �,-4 11G (>i$
Othcr Rc�•enucs/Gcncral f�und Contributic�n (1,113(1) (1,02Oj U
(::�rital imPr���-cmcnt I'rc,jcct (:ollecric>n/(I'ransfcrs) 0 (1 (1
Balance to Lew $5,779 $0 $5,779
DISTRICT STATISTICS
'1'otal 1'arccls 16
7�ota1 Parcrls l.c�icd 1 G
'I'c�tal 1•:yui�-:ilcnt Hcnct]t l'�iits IG.(1(1
Lew•per EBU $361.16
RESERVE INFORMATION
licgin�tiri�Rcsen�e I�alancc 1,?:i 1
Rc.er��c .�ca�utit .\cti�-ii�� �"�.}
.liitici��atccl Rc.cn-c l�alance �,U?�
ASSESSMENT INFORMATION
�I:�siinum .�.scssmctit R:itc Prior Ycar?Ull,/f)H ;y3�U.9G21
Maximum Assessment Rate FY 2008/09 $361.4910
(;1'I .\P�liccl: 3.UO"��
.Ilniti!•7nuir,i�i! 1',���•33
TABLE IV"I_ONE G HOVLEY LANE SONATA II
'LONE OG SONATA II
Total General Special
Budgct Benc6t Bene6t
DIRECT COSTS
;Afaintcnance (.osts $�,OGG �il S7,Q66
l,anclscapc C�tilitics 21f)9 I) 21U9
I,andscape f�:stras (12epair�/\larerials/I:yuipn�ent) �99 O �99
l'rce I'rutun� 1593 1) 1;i9?
�treet I,is;hting ��' 1) ���
�prcial I�istrict�cn�iccs U U U
Annual Direct Costs(Subtotal) $9,638 $0 $9,638
Rcno��ati��n/Capital Imprc��-cmcnt Iispenditures SI1 3(1 50
Total Direct Costs $9,638 $0 $9,638
ADMINISTRATION COSTS
Uistrict:lclministratiou S1,-3G SU yl,-3G
C<�unt�� :\dmu�istration I�cc 2 0 �
(:ount�� I'cr I'arccf I�ce [9 fl 1<)
Administration Costs(Subtotal) $1,757 $0 $1,757
LEVY BREAKDOWN
Total Direcr and Admin. Costs $11,395 $0 $11,395
Rescn•c Cc�llectic�n;'(l�ransfcrs) 1,-��? 0 I,-1�?
Othcr Re�-cnues/Gcncral f�und C:ontribution 0 Il 0
(.a�>ital Imprc��-emcnt Projcct (:c�llcctic'�n/(l�ransfcrs) O Il Il
Balance to Lew $12,848 $0 $12,848
DISTRICT STATISTICS
'1'�>tal P:�rcels 9-I
'l�c�tal Parccls l,c�•iccl 9�
'lc�tal l•:yiu�-,ilcnt Rcnctlt l�tiirs 9-}.I)I)
Lev��per EBU $136.67
RESERVE INFORMATION
l�cs,�nnin� Rcscn•c 13alancc �,?1(1
Rc�er�•c .1ccc�unt .�cti��ih- 1,-F�?
.\ntici��atcd Rcscn-c R:ilancc 6,GG?
ASSESSMENT INFORMATION
\lazimum.lsscssment Rate I'riur 1'ear?IIU,,'UH S13?.�319
Maximum Assessment Rate FY 2008/09 $136.81G9
(;PI :�rrlircl: 3.OU°��
.1 Liui1•�noiri�i! P�����i�l
TABLE IV ZONE G I-IOVLEY LANE HOVLEY COLLECTION
"I.ONE 06 HOVLEY COLLECTION
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�faintcnance (:c��ts S1,2�?3 SO �1,K?3
I,andsca�c C'tilitics 1310 l) 131Q
Landscapc I:strls (Kcpairs/\latcrialsj}-:yiupmcnt) 1(l�) U 1(19
'1'rce 1'ruiun�* 3?t� U 328
�trcet Ll�;htin� ��? O ��?
tipccial I�i�trict�cn•ices fl 1) 0
Annual Direct Costs(Subtotal) $3,842 $0 $3,842
Iteno�•ation%(:al�ital Irn�rr�l•ement 1?sPenditures SO SU $0
Total Direct Costs $3,842 $0 $3,842
ADMINISTRATION COSTS
L)isuict.�clnv�ustration 51,51O Sl) 51,�10
(:ounn-.idministratic�n I�rc � O �
Cc>unn• I'er 1'arccl l�cc � I) �3
Administratron Costs(Subtotal) $1,520 $0 $1,520
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,362 $0 $5,362
Resen-c Collecti��ni(�l�ran.fers) 0 1) Il
Other Re�-enues;'(.;eneral I�uncl(;c>�irributic�n O O O
(�aj�ital ImJ�ro�cmcnt Projcct (:ullcctic�n%(I�ransfers) U U O
Balancc to Lev�� $5,362 $0 $5,362
DISTRICT STATISTICS
"I'otal Parccls .i�
1'cxal Parcels l.e�iccl 3�
Ic>tal I•:yui��alcnt 13cncdt l'nits 3h.U0
Lew per EBU $141.09
RESERVE INFORMATION
}3r�in�iin� Rc�cn-c l3alaiicc 1,U11O
Rcscn c .\ccc�unt .\cti��it� ��
.lnticit�atcd Rcscnc I311111CC � ���)��
ASSESSMENT [NFORMATION
\[asitnum.lsscsstncnt Ratc Prior l'ear?UU-/023 j]3-,��9]
Maximum Assessment Rate FY 2008/09 $141.2739
(:P I .1 pplicd: 3.1)0°��
.11miil•nn�n,i�i/ ������.��
TABLE IV lONE 6 HOVLEY LANE LA PALOMA I
ZONE 06 LA PALOMA I
Total Genetal Special
Budget Benefit Benefit
DIRECT COSTS
Maintenancc Costs $2,647 50 $2,647
I,andscape Utilities 1,102 0 1,102
Landscape Extras (Repairs/Matcrials/Equipment) 490 0 -390
"I'ree Pruning 490 0 490
Sueet I.ighting 163 0 163
Special District Services 0 0 0
Annual Direct Costs(Subtotal) $4,892 SO $4,892
Renovation/Capital Improvement F.xpenditures $0 $0 $0
Total Ditect Costs $4,892 SO $4,892
ADMINISTRATION COSTS
District Adtrunistration 5981 $0 �981
County.lclministration I�cc 2 0 2
County�Per Parcel Fee 3 0 3
Adminisuation Costs(Subtotal) a986 $0 $986
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,878 SO $5,878
Reserve Coliec[ion/(I'ransfers) 7�7 0 7�7
Othcr Revenues/General Fund Contnbution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy $6,635 SO $6,635
DISTRICT STATISTICS
'l�otal Parcels 17
'1'otal Parcels Levied 1 G
Total Fyuivalcnt Benefit [�nits 16.00
Levy per EBU 5414.71
RESERVE INFORMATION
Beginning Reserve Balance 2,�3G
Reserve Account�lctivity 757
Anticipated Reserve Balance 2,993
ASSESSMENT INFORMATION
;�taximum Assessment Rate 1'rior Year 2007/08 $402.7573
Maximum Assessment Rate FY 2008/09 $414.8400
CPI .lpplied: 3.00°o
1/imif in��mi��! P�i�r 3G
TABLE IV%ONE 6 HOVLEY LANE LA PALOMA II
ZONE 06 LA PALOMA II
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,851 $0 52,851
Landscape litilitics 1,073 0 1,073
Landscapc Extras (Rcpairs/Materials/Equipment) 490 0 490
"I'ree Prunuig 4-�1 0 441
Street Lighring 163 0 163
Special District Serviccs 0 0 0
Annual Direct Costs(SubtotaJ) a5,018 $0 $5,018
Renovation/Capital Improvement Expenditures $0 $0 $0
Total Direct Costs $5,018 $0 $5,018
ADMINISTRATION COSTS
District Aciministration $1,020 $0 $1,020
County.�ldministrat.ion Fee 25 0 2�
County�Pcr Parcel Fee 3 0 3
Administration Costs(Subtotal) $1,048 �0 $1,048
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,066 $0 $6,066
Reserve Collection/(I'ransfers) 76G 0 7G6
Other Revcnues/General Fund Contribution 0 0 0
(:apital Tmprovement Project Collection/(I'ransfers) 0 0 0
Balance to Levy $6,832 $0 $6,832
DISTRICT STATISTICS
"I�otal Parcels 19
'1'otal 1'arccls I,cvied 1 G
Total Lquivalent Benefit Units 16.00
Levy per EBU $426.97
RESERVE INFORMATION
Beginning Reser��e Balance 3,244
Reser�-e,�ccount rlctivity 7G(�
��nricipated Reserve Balance 4 O]p
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year?O07/08 $414.G092
Maximum Assessment Rate FY 2008/09 $427.0475
CPI Applied: 3.00%
Viniit in,in�i�d Py�r 3�
TABLE IV"I.ONE G LA PALOMA III
ZONE 6 LA PALOMA III
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenancc Costs $1,58G �0 $1,58G
Landscape Utilities 754 0 754
I_andscapc F,xtras (Repairs/Materials/Equipment) 381 0 381
'1"ree Pruning 381 0 381
Strcct I.ig,hting 1G3 0 163
�pecial District�ervices 0 0 0
Annual Direct Costs(Subtotal) $3,265 $0 53,265
Renovation/Capital Improvemcnt Expenditures $0 $0 $0
Total Direct Costs 53,265 SO $3,265
ADMINISTRATION COSTS
District Administration 585� �0 $8�5
County Administration Fee 25 0 25
(:ountv Per Parcel Fee 2 0 2
Adminlstration Costs(Subtotal) $882 $0 $882
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,148 $0 $4,148
Reserve Collection/('I�ransfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy $4,148 $0 $4,148
DISTRICT STATISTICS
'I'otal Parcels 17
'I'otal I'azcels L.e�•ied 1 S
'I'otal F.yuivalent Bencfit L"nits 15.00
Levy per EBU $276.50
RESERVE INFORMATION
Bcginning Iteserve Balancc 2,5()G
1Zcscrve.iccount Activity 0
:�nacipated Reserve Balance 2,SOG
ASSESSMENT INFORMATION
Maximum Asscssment Rate Prior Year 2007/08 �3022631
Maximum Assessment Rate FY 2008/09 $311.3310
CPI Applied: 3.00°�0
.11niiiFvn�iu�i��/ P��,e iH
TABLE IV"L01�1E G SANDPIPER COURT
ZONE 6 SANDPIPER COURT
Total General Special
Budget BeneSt Benefit
DIRECT COSTS
Maintenance Costs 52,320 $0 $2,320
Landscape Utilities 1430 0 1430
Landscape�xtras (Repairs/Materials/Fquipment) 49U 0 490
'1'rec Pruning 639 0 G39
Street Lighring 163 0 1 G3
Special District Services 0 0 0
Annual Ditect Costs(Subtotal) $5,042 �0 a5,042
Renovation/Capital Improvement Expenditures $0 �0 $0
Total Direct Costs $5,042 $0 �5,042
ADMINISTRATION COSTS
llistrict Adminis[ration �992 �p $99�
(:ounty Admuustration N�ee 2 0 2
County Per Parcel I-�ee 3 0 3
Administratiori Costs(SubtotaJ) $997 $0 $997
LEVY B�tF.AKnOWN
Total Direct and Admin. Costs $6,039 $0 $6,039
Reserve Collection/(I'ransfcrs) 778 p 77g
Other Revenues/CJencral Fund Contribution 0 0 0
(:apital Improvement Project Collection/(1'ransfers) 0 0 0
Balance to I.evy $6,815 $0 �6,815
DISTRICT STATISTICS
Total I'arcels 19
'I'otal Pazccls Le��ied 16
Total l�.quivalent Benefit C;nits 1G.00
Levy per EBU $425.93
RESERVE INFORMATION
I3eginning Reserve Balance 2�75�
Reserve Account�crivit}� ��g
�lnucipated Reserve Balance 3,533
ASSESSMENT INFORMATION
Maximum:lssessment Rate Prior Year 2007/08 $413.GG27
Maximum Assessment Rate FY 2008/09 a426.0726
(:PI �lpplied: 3.00%
.11mii(•riirnninl 1'n;r•i�)
TABLE IV'LONE G SANDPIPER WEST
"LONE 6 SANDPIPER WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
\[aintcnancc(:o�t� ,�s2.3?0 SO S�,3�0
l.andscapc l�tilities 1-130 0 1�30
Landscapc I�.xtras (Rc�airs/�fatcrials/f?cluipment) -�9Q 0 �9Q
Trcc I'ni�ung ;i91 0 :i91
Strect I,i�htin�; 1G3 U 1G3
Spccial District ticn-ices O 0 0
AnnuaJDirect Costs(Subtota/) $4,994 $0 $4,994
Reno�-ationj(;apital Impro��ement 1=.spenditures �O SU SO
Total Direct Costs $4,994 $0 $4,994
ADMINISTRATION COSTS
l�istrict.Adnu�u�trati�m �992 30 S9�)2
Cc>unt�� .Adnu�iistration I�cc 3 O ?
(:c�utit�• Pcr I'arccl I�cc 3 1) 3
Administration Costs(SubtotaJ) $997 $0 $997
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,991 $0 $5,991
Rcscr�-c Collcction/(I'raizsfcrs) (��O O G,0
Other Re�•enuea/Grneral E�und(:ontribution U 0 0
CaPital [mprc���cment 1'rc>jcct Collcction%CI'ransfcrs) O O U
Balance to Lew $6,659 $0 $6,659
DISTRICT STATISTICS
"1'c�ta] I'arccls 1G
�1'��tal Parccl, I.ct-iccl 1G
'I'c�tal 1•:yui�-.ilcnt 13cncht l iuts 1G.(1(1
Lev�� per EBU $416.21
RESERVE INFORMATION
[ic�,�nnin�Rc.cr�-c l�alancc ?,GiO
12cscn-c .\ccc,ucit .lcririn• G�II
.�titicipatcd Rcscn•c 13alatice 3,3?I1
ASSESSMENT INFORMATION
�Iavnwm .\�scssmcnt Rarc I'rior 1'car?IIU�/OH S-�1O.�}93�
Maximum Assessment Rate F1'2008/09 $422.8086
(:Pi .��plicd: 3.O0°„
J 1 null'iunurral P��,�-�1 I
TABLE IV ZONE G HOVLEY WEST
ZONE 6 HOVLEY WEST
Total General Special
Budget Benefit Beneft
DIRECT COSTS
Maintenancc Costs $2,513 �377 $2,136
I,andscapc C:tilirics 873 13l 742
I.andscape L.xtras (Repairs/Materials/I;yuipment) 77U 11G G�5
"1'rcc Prutiing G02 90 512
5trcct I�i�htinK 328 49 279
Spccial I�istrict Scrvices 0 0 0
Annual Direct Costs(Subtotal) $5,086 $763 $4,32i
Renovation/Capital Imprc�vement 1?xpenditures $0 $0 50
Tora/Direcc Costs 35,086 $763 54,32i
ADMINISTRATION COSTS
District Administration 51,09G S164 $932
County Adminisuation I�cc 2 0 2
Cc�unty Ycr Parccl I�ec 3 0 3
Admintstration Costs(Subtot:tl) $1,101 a164 a937
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,187 S928 $5,259
Rescrve Collection/(I'ransfcrs) 0 0 0
Othcr Revenues/(.;eneral Fund Contriburion (928) (928) 0
(.:apital [mprovcmrnt I'rojcct Collection/(I�ransfcrs) 0 0 0
Balanee to Levy 55,259 $0 55,259
DISTRICT STATISTICS
'I�<�tal Varecls 1G
7 otal Parccls l.evicc3 16
'1'otal I syuivalent Bcncfit LJnits 1 G.00
L.evy per EBU $328.66
RESERVE INFORMATION
f3c},rinnin}; Rcscrvc Balancc 700
Rescrcc Accuunt.\ctiviri� 0
Anticipatcd Rcscrvc Balancc 700
ASSESSMENT INFORMATION
A4aximum,lsscssment Ratc 1'riur Ycar 2007/U8 $319.324G
Maximum Assessment Rate FY 2008/09 $328.9043
C1'I Applicd: 3.00%
.11iuirl��ir�unia/ I'�i�e�1
TABLE IV"LONE 6 DIAMONDBACK
7.ONE 6 DIAMONDBACK
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�faintena�ice (:c>sts $?,1�-� qll S2,1�-1
],and�capc [.`tilitics -13� U -13-
I.ancl�capc I�.�tras (Re(�airs/\Iaterials;'I�:yuiPmcnt) 3?� 0 3?H
�Crcc 1'rtuiin�; ?1 H fl 21�
�treet I.i�hrin� 1G3 () 1G3
�pccial I�istrict�cr�-ices Il 0 U
Annual Ditect Costs(Subtotal) $3,330 $0 $3,330
Rcno�-:�tion/(:apital Impro�•ement T�:spendicures �O 50 SO
Tota/Direct Costs $3,330 $0 $3,330
ADMINISTRATION COSTS
l�i�trict :�dministration 51,�'08 "�0 $1,?08
(;c�u�in• .�dnu�iistratic�n f�cc ?� 0 ��
Count� Pc:r Parccl I�ce 3 U 3
Adminisuaeion Costs(Subtotal) $1,236 $0 $1,236
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,566 $0 $4,566
Rcscn-c(:ollcction�(I'ransfers) U ll U
Other Kc��enucs/General I�und Conrributic�n O f) 0
Cal�iral [m}�r<>�•cmcnt 1'rc>jcct (:c�llcctic�nj(1'ransfcrs) I) l) 0
Balance to L.cvy $4,566 $0 $4,SG6
D[STRICT STATISTICS
'I'c�tal I'arccls ��
"I'��tal Parcel� l.e��ied �(i
'I'��tal I�.y�u���lcnt licnctit l�iuts 3U.1)1)
Levy per EBU $228.27
RESERVE INFORMATION
I�c�nii�iins� Rcscr��c 13:ilaiice j,l)UI)
f2c�cr��c .1ccc�unt ,\c�i�it�� O
.\ntici�atccl RcscL-�-c lialancc �,UI)1)
ASSESSMENT INFORMATION
\I:ivmum.lssessment Rate I'n�>r��ear?OU-j OH $-}UG,U-?0
Maximum Assessment Rate F1'2008/09 $418.2542
CPI :1��licd: 3.O0"��
.11uniF�in�u�ri�d �����,�{?
TABLE IV 'LONE 6 PALM COURT
ZONE 6 PALM COURT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
1�laintenancc Costs $2,184 $0 $2,184
l,andscape [;tiliries ;i4G 0 54G
I,andscapc F,xtras (Repairs/I1�laterials/Equipment) 437 0 437
'Cree Prunuig 218 0 218
Street L.ighting 163 0 163
Special District Services 0 0 0
Annual Direct Cos[s(Subtotal) $3,548 $0 $3,548
Renovation/Capital Imptoaement Expenditures $0 �0 $0
Total Dinect Costs $3,548 $0 S3,548
ADMINISTRATION COSTS
llistrict Acimir►istration $1,15� $0 $1,1>j
Count}•�ldmuustra[ion N�ee 25 0 25
County Per Parcel Fee 3 0 3
Admfnrstratron Costs(Subtotal) $1,183 SO $1,183
LEVY BREAKDOWN
Total Direct and Admin. Costs �4,731 $0 a4,731
Reserve Collection/(I'ransfers) 0 0 0
Other Revenues/Czeneral Fund Contriburion 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy $4,731 $0 $4,731
DISTRICT STATISTICS
Total Parcels 24
Total Parcels Levied 20
Total Equivalent Benefit L'�tuts 20.00
Levy per EBU $236.54
RESERVE INFORMATION
Beginning Reserve Balance 3,020
Reserve,lccount�lctivity 0
�lnticipated Reserve Balance 3,020
ASSESSMENT INFORMATION
�faximum tlssessment Rate Prior Year 2007/08 S282.0�47
Maximum Assessment Rate FY 2008/09 $290.5163
CPI.lpplied: 3.00%
.11niiil•iu�ui�i�d f'�mr-13
TABLE IV 7.ONE 7 WARING COURT
ZONE7 WARING COURT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Mainunance Costs �3,069 �0 �3,069
I,andscape litilities 655 0 655
I,andscape�xtras (Repairs/Materials/�quipment) 437 0 437
"1'ree Pruning 437 0 437
Strect Lighting 0 0 0
Special District Services 0 0 0
Annua/Direct Costs(Subtotal) $4,598 $0 a4,598
Renovation/Capital improvement F:xpenditures �0 $0 $0
Total Direct Costs $4,598 $0 a4,598
ADMINISTRATION COSTS
District Administration �1,085 $0 $1,08�
Count}�Aciminisuation Fee 25 0 25
Count��Per Parccl I�ce 3 0 3
Administratron Costs(Subtotal) a1,113 a0 $1,113
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,711 $0 $5,711
Reserve Collection/(1'ransfers) 0 0 0
Other Revenues/General Fund Contribution 0 0 0
(:apital Improvement Ptoject Collection/('1'ransfers) 0 0 0
Balance to Levy 55,711 $0 a5,711
DISTRICT STATISTICS
Total Parcels 16
Total 1'arcels Lcvicd 1G
'I'otal Equivalent Bcnefit L'nits 16.00
Levy per EBU $356.92
RESERVE INFORMATION
Beginning Reserae$alance 13,994
Rcscrve Accouni.�cuvity p
rinticipated Reserve Balance 13,994
ASSESSMENT INFORMATION
l�faxirnum Assessment Rate I'rior Year 2007/08 $4G3.8227
Maximum Assessment Rate F1'2008/09 5477.7374
(:i'I Applicd: 3.00%
l l mu1•in��m t�i/ I',{�e-1�
TABLE IV'LONE 8 PALM GATE
ZONE 8 PALM GATE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintcnance Costs �820 $0 $820
Landscape Utilities 328 0 328
Landscape �,xtras (Repairs/Materials/F.quipment) 328 0 328
Tree Pruning 0 0 0
Strcet Lighcing 328 0 328
Special District Services 0 0 0
Annual Direct Costs(Subtotal) $1,804 SO a1,804
Rcnovation/Capital improvemcnt Expenditures $0 �0 $0
Tota/Ditect Costs $1,804 $0 51,804
ADMINISTRATION COSTS
District Administration $1,079 �0 �1,079
County�dministration Fce 25 0 25
Counry Pcr Parcel Fee 7 0 7
Administtation Costs(Subtotal) �1,111 SO $1,111
LEVY BREAKDOWN
Total Direct and Admin. Costs $2,913 $0 �2,913
Reserve Collection/('1'ransfcrs) 0 0 0
()ther Revenucs/General Fund Contribution 0 0 0
Capital Improvement Project Collection/(Transfers) 0 0 0
Balance to Levy $2,913 SO $2,913
DISTRICT STATISTICS
Total Parcels 37
Total Parcels Leviec3 37
Total Equivalent Benefit C�'ruts 37.00
Levy per EBU $78•74
RESERVE INFORMATION
Bcguuung Rescrvc Balance 0
Reserve�lccount�lcrivity 0
�lnricipated Keserve$alance 0
ASSESSMENT INFORMATION
Maximum Assessment Rate Prior Year 2007/08 $7G.92G9
Maximum Assessment Rate FY 2008/09 $'79.23q�
CPI Applied: 3.00°io
Jliuiil'rnnn<ia/ I'���r��
TABLE IV ZONE 9 THE GROVE
ZONE 9 THE GROVE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
\laintenance G�sts �8,��1 SO �R,--Il
l.andscape C'tilirics 3,(1:i9 0 3,0�9
l.ancisca�c fisrras (Rc��airsj�larcrials,'I�:yiii�ment) 1,�-1� 0 1,--1�
'1'rcc Pruni►�� ;i,��? 0 �,5�?
titrect l.i};htin� �,1H� 0 �,1H-�
tipccial I�istrict tien•iccs O 0 0
Annual Direct Costs(Subtotal) $21,303 $0 $21,303
Itcncn•atic>tij(:a�ital Im�ro�•cmcnt I�.spcnclitures S() �() S()
Total Drrect Costs $21,303 $0 $21,303
ADMINISTRATION COSTS
1)istrict .\cliniciistratic�n S3,G3H $O S2,G3R
�,UU1][\' .��CiITllllititl':i[IUIl I�cc 2;i O 25
Cc�unt� Per Parcel I�ee 1� (I 1-
Administration Costs(Subtotal) $2,G80 $0 $2,680
LEVY BREAKDOVGN
Total Direct and Admin. Costs $23,983 $0 $23,983
Rcscn c Cc�llecti<>n%(1'ransfcrs) I1 O O
Other Re��enucs%Geiieral C�und Contributi��n Il p O
(;apital [mprr>�-ement 1'roject (:ollection/(1'ransfer�) 0 0 U
Balance to Lev}• $23,983 $0 $23,983
DISTRICT STATISTICS
I'c>tal Parcels lll�
7'��tal I�arccl. I.cti iccl 11)�
"l�c�tal }•:yiu�-alrnt 13cncfit l'nits 1(l�.Op
Lew per EBU $22g,qp
RESERVE INFORMATION
13eginnin�; Rcticr�-�• l3alancc -13,-1t��
Itc�cn�c .�ccc�unt .1cti��it�� ��
,�nticipare�l Kc,cr��c 13alancc �}3,.��5
ASSESSMENT INFORMATION
�fazimutn:1sse�smcnt R:itc 1'rior 1'car?UO�;112� �?��.3�}.}�
Maximum Assessment Rate FY 2008/09 $234.1648
(:I'I .lpplied: 3.Oi)°,�
.11iiuil'ru�niri�d 1'�i�r-16
TABLE IV ZONE 11 PORTOLA PLACE
ZONE 11 PORTOLA PLACE
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Costs $2,505 �0 52,505
Landscape Ltilities 1170 0 1170
Landscape Extras (Repairs/Materials/F.quipmcnt} 381 0 381
'1'ree Pnuung 109 0 109
titrect I.ighting 0 0 0
tipecial I�istrict tiervices 0 0 0
Annua/Direct Costs(Subtotal) $4,165 SO $4,165
Renovation/Capital Improvcmcnt Expenditures SO $0 $0
Total Ditect Costs $4,165 $0 34,165
ADMINISTRATION COSTS
Dist=ict Admirustration $94G $0 $946
County Aclministration N�ee 25 0 2�
County Per I'arcel Fee 4 O 4
Administtation Costs(Subtotal) a975 $0 $975
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,140 $0 $5,140
Reservc Collection/(1'ransfers) (173) 0 (173)
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project(:ollection/(Transfers) 0 0
Balance to L.evy a4,967 a0 $4,967
DISTRICT STATISTICS
'1'otal Parcels 23
Total I'arcels L.e��ied 23
"I'otal Fquivalent BeneFit Units 23.00
L.evy per EBU $215.96
RESERVE INFORMATION
Beginning Keserve Balance 12,378
Rcscrve Account�lcavity (1?3)
�lnticipated Reserve Balance 12,20�
ASSESSMENT INFORMATION
I�faxirnum Assessment Rate Prior Ycar 2007/08 5209.7539
Maximum Assessment Rate FY 2008/09 a216.0465
CPI Applied: 3.(30%
llnnil�rn�ui�l�d P�!�r�
TABLE IV"LONE 13 PALM DESERT COUNTRY CLUB
ZONE 13 PALM DESERT COUN'TRY CLUB
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintenance Cc�sts S12,i31 $0 $12,731
Landscape li tilities 2,651 0 2,651
Landsca�e Exuas (Repairs/Materials/EquiPment) 1,590 0 1,590
"I'ree PnininK 1,�90 0 1,590
Stseec I.i�htin� 22,2'9 0 22,279
tipecial District�ervices U 0 0
Annual Direct Costs(Subtota/) $40,841 $0 $40,841
Renovarion/Capital improvemrnt Expenciitures $0 SO �0
Total Direct Costs 540,841 SO $40,841
ADMINISTRATION COSTS
Disfrict Aclministrafic�n $15,G�8 $0 $15,G�8
County Aciministrati<�n f�ce 2� 0 2�
County Per I'arcel Fee 277 0 277
Administration Costs(Subtotal) $15,960 SO $15,960
LEVY BREAKDOWN
Total Direct and Admin. Costs $56,802 SO $56,802
Reserve Collection/('1'ransfers) (G,000) 0 (G,000)
Other Revenues/C�eneral f�und C��ntributi<in 0 0 0
Capital Improvement Pr<>ject Collection/('I'ransfers) 0 0 0
Balance to Levy $50,802 SO $50,802
DISTRICT STATISTICS
'1'c�tal Parcels 17G8
T�tal Parcrls I.evicd 1730
Total L;yuivalent Benefit Uruts 231�.85
I.evy per EBU $21.94
RESERVE INFORMATION
Beginnin�;Keserve Balancc 174,45G
Reserve Account.-lctivity (6,000)
clnticipatecl Reserve Balance 1 G8,45G
ASSESSMENT INFORMATION
Maximum�lssessment Rate Prior Year 2007/08 �30.9358
Maximum Assessment Rate FY 2008/09 $31.8639
CI'I:lpplied: 3.00%
' l he I�c�inning Resen�c [�silsuice is lar�;el�� rhe result c�f Rcscn�e [�uncls iransferrcel to the(:in from the Cuunn ���hen thi�
%e>ne herame�:irt<�f the(,ir�'c>E I�;�Im L�esert. l�er Prie�r(:uun�il acti��n,s��c>rtir>n e�f this Itesert•e l�un�i��•ill I�e usecl
annu.�ll� i��reclucc thc as,rs,mrnis c,�cr sc�cral��cars.
.ILnril vn��nria/ Pn;r-4fi
TABLE IV ZONE 14 K& B AT PALM DESERT
ZONE 14 K& B AT PALM DESERT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�Iaintcnancc C:c>sts S11,11)�i S1,GGG �9,-1-{2
I.a�id�capc i`tilitic� ?,�8-4 S-433 2,-l:i 1
i.andsca�c I�:stras (Rerairs%i�fatcrials/I�.ytupmcnt) G3� S9G �-41
'I'rec Prunin� ',?-13 S33G 1,9U�
titrcct l.i�hting 31� S-F�3 ?G9
�pccial District tic�-�-iccs ll SO U
�laintcnancc Itepairs 0 51) fl
ToralD;recrCosrs 1-,1H9 ?,S�t3 t-I,G11
ADMINISTRATION COSTS
I�i�irict .\diru�ustratic�n 2,l�-I1 5-3?G 3,-11�
(:�>untt• .ldnuiiistrati<>n I�ec �� -} 21.25
(:ountt•Per Parcel I�re 33 S ?H.U�
Administration Costs(Subtota/) $ 2,899 $ 435 $ 2,464
LEVY BREAKDOWN $0
Total Direct and Admin. Costs S?0,l)88 S3,013 �1�,0��
Resen�e (:ollectic�ii;(1'ranslers) $2,575 �38- $2,188
<)thcr Rc��cnucs/General l�uncl Conrriburion (3,-FflO) (3,-31)0) U
(:apital Im�ro�-cmcnt Prc�ject Collcctio�i;(1'ransfcrs) fl (1 Il
Balance to Lew $ 19,263 $ 0 $ 19,263
DISTRICT STATISTICS
"I'c�tal Parccl� 1G�
�I�otal I'arccls I,c�-icd 1G3
�l�otal 1.•:c�ui�-alcnt 13rnetit l'nits 1G3.UU
L.cvy per EBU $118.17
RESERVE INFORMATION
l3c�nniii�i� Rc�cn•c l3alancc 3I,GG�)
Rcsct�•c .�ccc>unt .�cti��it� ?,5�5
leiticipated Kesen�c I�:�lancc 3-1,?-►-}
ASSESSMENT INFORMATION
�l:l.l'1IIlUl71 ,1>scs�mcnt Ratc Pric>r 1'car�U(l�;'11H �l�H.(IG�6
Maximum Assessment Rate FY 2008/09 $131.9096
(:PI .� licd 3.1�0"��
Ilnurl•inuii�i��l Pq�e-19
TABLE IV'LONE 15 CANYON CREST
"LONE 15 CANYON CREST
Total General Special
Budget BcneCt Benefit
DIRECT COSTS
i�laintcnancc C:�>st� S�,-4G3 SO ��,-IG3
L�Il(�tiC1�C l:tilitics 8?U O K?0
I.ancisca�r }istras (Rcj�airs/�fatcrials/I�:y�upmcnt) -43� 0 -l3-
�1'ree 1'runing 3?8 1) 328
titrcct l,i�htin� 0 0 O
tirccial District ticr�•iccs 1) I) O
Annual Direct Costs(Subtotal) $7,048 $0 $7,048
Reno��ation/Capital Impro�-emcnt ►�:spenciitures SO SO �0
Total Direct Costs $7,048 $0 $7,048
ADMINISTRATION COSTS
l�istrict .�dministr:itic>n �1,�2� $U `,sl,�?-1
Countt� .�\dministration l�ec ?� 0 ?�
(;c�unn� I'er Parccl I�ee 11 0 i l
Administratron Costs(Subtotal) $1,560 $0 $1,560
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,607 $0 $8,G07
Reser��e G>llection/([�ransfers} O U 0
Othrr Rc�-enucs/(;eneral I�unel(:c�ntribution 0 U O
(;apiral Impr�n•ement Prc>ject(:ollcctic>n;"('1'ratisfcrs) I) I) 1)
Balance to Levy $8,607 $0 $8,607
DISTRICT STATISTICS
'1'c,c:�l Parccl. '�
�I�<�tal Parcrls I.c�'icd (>�
"l�c>tal l�.yui��alr�it licuctlt �'nits 6�.O(1
Lew per EBU $128.47
RESERVE INFORMATION
I�C�TII11llIl�RCSCI"\'C I31I:lI1CC I-I,139
Rcscr�-c .\ccc�unr.\cti�-it�� U
.\ntici�at�d Re�cr�•e 13alance l{,13<)
ASSESSMENT INFORMATION
�Iazimum .1�sessmctit Ratc I'rior 1'car?O(l�j l)8 S 16�.3�1 1
Maaimum Assessment Rate FY 2008/09 $172.3716
(:['[ :lp�licd: 3.11(J°��
.Ilmul in�in�iul 1'a�r iU
TABLE IV ZONE 16 COLLEGE VIEW ESTATES II
ZONE 16 COLLEGE VIEW ESTATES II
Total General Special
Budgct Benefit Benefit
DIRECT COSTS
Maintenancc Costs $G,555 �983 5�,5 i 2
I,andscape Utilities 2,184 328 1,85G
I.anc3scape I?xtras (Repairs/Materials/I:qui�ment) 873 131 742
"Crcc Prunin� 9?0 146 825
titrcct I.i£;htin� 381 57 324
Special l�istrict Services 0 0 0
Annual Direct Costs(Suhtota!) $10,963 S1,644 $9,319
Rcnovation/(:apital Improvemcnt F.xpcnditures $0 SO $0
Total Dircct Costs 510,963 51,644 $9,319
ADMINISTRATION COSTS
I�istrict;ldministradon $1,GG9 $25Q $1,419
Cc�unty:�dmifiistratic>n I�cc 25 4 21.25
Count}•Pcr]'arcel f�cc 7 1 4.2�
Adminrstration Costs(Subtotal) 51,699 $255 b1,444
LEVY BREAKDOWN
Total Direct and Admin. Costs $12,662 51,899 510,763
Rcscrvc Collcction/(I'ransfers) 0 0 0
Other Revenucs/Gcneral Fund Contcibution (1,899) (1,899) 0
(.:apital Impruvement Pr�ject CoIlecrion/('1'ransfers) 0 0 0
Balancc to Levy 510,763 $0 $10,763
DISTRICT STATISTICS
'1'c�tal Parccls 32
'!'�>tal I'arcels I.cvicd 32
"L'c�tal �?quivalent Renefit L:nits 32.00
Lcvy per EBU $336.33
RESERVE INFORMATION
lic�,rinnin�Rescrcc Balancc 18,15G
Rescrvc Account Activity 0
:�nticipated Reserve 13alance 18,15G
ASSESSMENT INFORMATION
Maximum;1ssessment Rate Prior Year 2007/08 $�3895134
Maximum Assesament Rate FY 2008/09 $504.1988
CPI Applicd: 3.00°�0
.11irnif•ii�un,i;i/ l�dkr il
TABLE IV 7..ONE 1G SUNDANCE WEST
ZONE 16 SUNDANCE WEST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
I�faintenance Costs �3,183 $0 53,183
Landscape lirilities 1G38 0 1G38
Landscape i?xtras (Re�airs/�faterials/I�,yuipment) 873 0 8i3
'1'ree Prunin�; 972 p 972
Strect Lightin�; 381 0 381
5Pecial District tiervices 0 0 0
Annual Direct Costs(Subtota!) $7,047 $0 $7,047
Rcnc�varion/Capital Improvement Lxpenditures $0 $0 �0
Total Direct Costs $7,047 $0 $7,047
ADMINISTRATION COSTS
District:lciministrarion $1,757 $0 $1,75�
County.�ldmuustration Fee 25 0 25
County Per Pazcel Fee � 0 5
Adminisaaaion Costs(Subtotal) $1,787 $0 $1,787
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,834 $0 $8,834
Reserve Collecrion/(Transfers) 0 p p
Other Revenues/General Fund Contribution 0 0 0
Capital Improvement Project C��llectioii/(Transfers) 0 0 0
Balance to I.evy $8,834 $0 $8,834
DISTRICT STATISTICS
Total Parcels 32
Total Parcels Lcvicd 32
T��tal F:c�uivalcnt F3enrfit L'nits ;2,pp
Levy per EBU $276.06
RESERVE INFORMATION
Be�,�nninK Reserve Balance G,500
Reserve.-lccount:lctivity Q
.-lncici�ated Reserve Balance G,500
ASSESSMENT INFORMATION
�faximum �lssessment Rate Prii�z Ycat 2007/08 $475.25j7
Maximum Assessment Rate FY 2008/09 $489.5134
CPI.�pPlied: 3.00%
.11nnil7u,uiri��l P��,r:i?
TABLE IV"/.ONE 16 COLLEGE VIEW ESTATES I
ZONE 16 COLLEGE VIEW ESTATES I
Total General Special
Budget Benefit Benetit
DIRECT COSTS
�faintenance Costs $4,773 �71G $4,057
Landscapc Utilities 1,953 293 1,660
Landscape Extras (Repairs/�faterials/Fquipment) 873 131 742
Tree Pruning 972 14G 82G
Srreet L.ighting 379 �7 322
Special District Services 0 0 0
Annual Direct Costs(Subtota!) $8,950 $1,343 $7,607
Renovation/Capital Improvement Expenciitures $0 $0 $0
Total Direct Costs $8,950 $1,343 $7,607
ADMINISTRATION COSTS
District.�dministrarion $1,727 $2�9 $1,4G8
Counry ;ldministration Fee 25 3.i 5 21.25
County Per Parcel f�ee 5 0.75 4.25
Administtatlon Costs(Subtotal) $1,757 $264 $1,493
LEVY BREAKDOWN
Total Direct and Admin. Costs $10,708 $1,605 $9,103
Reserve Collection/(Transfers) 2,544 382 2,1G2
Other Revenues/C;eneral l�und Contribution (1,98?) (1,987) 0
Capital Improvement Project Collection/�I'ransfers) 0 0 0
Balance to L.evy $11,265 $0 $11,265
DISTRICT STATISTICS
Total Pazcels 3?
Total Parcels Levied 32
Total�qui�•alent Benefit L:nits 32.00
Levy per EBU $352.02
RESERVE INFORMATION
Beginrung Reserve Balance 3,840
Reserve.�lccount:�ctivity 2�544
1lnticipated Reserve Balance G,384
ASSESSMENT INFORMATION
:lfaximum.�ssessmcnt Rate Prior Year 2007/08 $3�2.1857
Maximum Assessment Rate FY 2008/09 $362.7513
(:PI.-lpplied: 3.00°%
llinril vnrin�i:d 1'�i�r i3
TABLE IV ZONE 16 PETUNIA I
ZONE 16 PETUNIA I
Total General Special
Budget Bene6t Benefit
DIRECT COSTS
Maintenance Costs $3,183 �477 32,706
Landscape CJtilitics 1,�82 237 1,345
Landscape �:xtras (Repairs/Materials/T:quipment) 8?3 131 742
Trec Pnuung 972 14G 82G
Street Li�hting 379 5' 322
Special District�erviccs 0 0 0
Annual Direct Costs(SubtotaJ) 56,989 51,048 55,941
Rcnovation/Capital Improvement Fxpenditures $0 �0 $0
Total Dit�ect Costs $6,989 S1,048 55,941
ADMINISTRATION COSTS
District.�ldministration �1,727 $2�9 51,4G8
County Administration Fec 25 3.75 21.25
County Pcr Parcel Fee 5 0.75 4.25
Administration Costs(Subtotal) a1,757 5264 51,493
LEVY BREAI�OWN
Total Direct and Admin. Costs $8,746 51,312 $7,434
Reserve Collcction/(TransEers) 0 0 0
()ther Kevenues/C�eneral Fund Contribution (1,312) (1,312) 0
Capital Improvement Project Collection/(Transfecs) 0 0 0
Balance to Levy 57,435 $0 $7,435
DISTRICT STATISTICS
Total Parcels 32
Total Parccls I,evied 32
Total Fyuivalent Benefit C;nits 32.00
Levy per EBU $232.33
RESERVE INFORMATION
Begiruiuig Reserve Balance 2,72G
Rcscrve�lccount Acti��it}� 0
Anticipated Reserve Balance 2,72G
ASSESSMENT INFORMATION
Maxunum�lssessment Rate Prior Ycaz 2007/08 $312.G292
Maximum Assessment Rate FY 2008/09 $322.0081
CPI Applied: 3.00°i�
.Vnnrl•tii��n�i,�/ 1'���r�-1
TABLE IV 7.ONE 1G SUNDANCE EAST
ZONE 16 SUNDANCE EAST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�faintenancc Costs $2,G�1 �398 �2,2�3
Landscape Ltilitics 1,090 164 927
Landscape Extras (Repairs/�faterials/Equipment) 840 126 714
"I'ree Pruning 490 74 417
Street I,ighring 218 33 l8�
Special District Services 0 0 0
Annual Direct Costs(Subtotal) $5,289 $793 $4,496
Renovation/Capital Improvement Lxpenditures $0 $0 $0
Total Direct Costs $5,289 $793 $4,496
ADMINISTRATION COSTS
District:ldmuustration �1,067 $160 $907
County Administration Fce 2j 4 21
County Per Parcel Fee 2 p 2
Adminisuation Costs(Subtotal) $1,094 $164 $930
LEVY BREAKDOWN
Total Direct and Admin. Costs 56,383 $957 $5,426
Rescrve(:ollcction/(Transfers) 0 0 0
Other Revenues/CTeneral Fund(:ontribution (9�7) (957) �
Capiral Tmprovement Project Collection/(I'ransfers) 0 0 0
Balaace to Levy $5,426 $0 $5,426
DISTRICT STATISTICS
'Total Parccls ��
Total Parcels l.evied 14
'1'otal Equivalent Benefit Linits 14.00
Levy per EBU $387.57
RESERVE INFORMATION
Beginning Reser�•e Balance 1,570
Reserve:lccount:icuvity Q
:\nticipated Keserve Balance 1 j70
ASSESSMENT INFORMATION
�faximum_�ssessmcnt Ratc Prior Y"car 2007/08 �499.0921
Maximum Assessment Rate FY 2008/09 $514.0649
C:1'1 :lpplicd: 3.00%
.11inrll•iir�in,i�il P�i,���i
TABLE IV"LONE 1G THE BOULDERS
"LONE 1G THE $OULDERS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�faintcnancc(:�>sts g1,�38� SU 3],88�
l.anclsc:�rc l�tilitics �H9 O �H9
Landscapc l�:ztras (Kepairs/�Iaterials/I��.y�uj�ment) R-10 ll �-}U
'1'rce I'runiti� -19O O �}9O
tirrcct l.i�hting 1G3 0 1G3
Spccial llistrict�cr�-iccs O 0 O
Annua/Ditect Costs(Subtota!) $3,969 $0 $3,969
Rcn�n-atic�n;(:apital Imrro�•cmcnt }�:srenditures $0 51) SO
Total Direct Costs $3,969 $0 $3,9G9
ADMINISTRATION COSTS
Uisrncc :ldminiscratic�n $I,UGG SI1 SI,OGG
Couut�� .�dmirustrati<>n I�ec ?� p ?�
Couiit�� Per I'arccl I-�ee 3 0 3
Administration Costs(SubtotaJ) $1,094 $0 $1,094
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,063 $0 $5,0G3
Rcsen�c(:<�llcctic�n/(1�r:�tisfcrs) U Q 1)
(�rher Re��enues%Getier:�l I�unc] (;ontributic.�n I) I) Il
(;:tpital linprcn�ement I'roject(:ullecti�>�i/(1'ransfcr�) U (1 O
Balance to Lev�� $5,063 $0 $5,063
DISTRICT STATISTICS
'1'��cal Parccls ��,
�I�c�t:il I':ircrl� 1.c�•iccl 1(�
1'��tal 1?yuil•alent 13cnctit l'nits 1G.1)p
Lew per EBU $316.46
RESERVE INFORMATIOI�I
13c�,*in�iiti� Rcscr��c Balaticc �,����
IZeser�-e .1ccc�unt .1ct1�•it�' ll
.\ntici�ared Re�cr�-c I3al:ince �,�?�)
ASSESSMENT INFORMATION
\[asimum.�sscssmcnt Ratc Pri�>r Year?I10�'jOH S3�G,G3-19
Maximum Assessment Rate F1'2008/09 $357.0339
(:l'I .�pj�lic�l: 3.UU"��
llimi���n�iun�i/ Puyr�G
Appendix A— District Boundary Maps
'1'hc 13<�undar�• �fap� f<>r thc l�istrict anci/c�r ��mcs arc c>n tilc in the ofticc of 1'ublic �����rk, and arc
ln� reference macle rart of this Repc�rt. 'I'he lioun�lar�• \Ia�s are al�c> a�•ailable fc�r inspection at the
Officc c>f Public\�'c>rks.
ll;n�il'iuuiri��! P�i�e i�
Appendi�c B — 2008/09 Assessment Roll
Parcel ICICI][It1C1IlOi1, fc�r esich 1<�t c>r }�arcel �ti�ithin the; Uistrict, shall be the parcel as ,hcn��n c�n the
Ri�crsi�lc (:c�unt�� :\s�cssc�r', map fc�r thc ��car in �vhich this Rc�<�rt is prcparcci.
:�ion-asses�able l��ts c�r }?arcels ma�• iilcluc�c area, c�f}�ublic streets anc� ��thcr re>a�1���a�s �t\�1C1I1�' tl()[
a�.i��1e�1 an :\]'ti b�� the (:ount�); c�ec�icated �ublic ea,ement�, c>��en space areas an�3 ri�;hts-c�t=�va�s
including �ublic grcenbclts .111(j ��1C}�'1L'1\'ti; utilit�� ri�ht.-c�f-�a�a���; cc>mmon arcas; landlc>ckcd j�arccls,
small ��arcel� �-acate�i b�� the Ccn�nt�, bifurca�eci lc>ts, and am• c>iher pro�ert�� that can nc�t be
c1e�-eloped. "I'hese t�-�es c�f parcels are cc>nsidexed t<� recei��c little or nc� benetlt from the
im�rc>��eenetlrs an�� are therefocc: exem�ted tr<�m assessment. Prc>pc:rties outside the I�istrict boundar��
rccci��c nc> dircct c�r spccial bccicflts from thc imprcn•cmcnts pro��icle�i l��- thc District and arc n<>t
assesscd.
I'arcel ic�entiticatic>n, for each Ic�t or �arcel �vithin t.he Uistrict, shall be the }�arcel as shc>�vn c>n the
Ri�•crsidc (:��unt}• .��sess�>r's map for the ��ear in �vhich this Iteport is [�rcparcc�. "I�he land usc
cla�siticatic>n tc>r each p�rcel is basec3 c>n the Ki�•er,icle (:�untt' _\aaessc>r's Roll. .1 listin� c>f �arcels
AS�CSSCCj \l'1[{llil Clllti Uistrict, alon� «-ith thc rrc�p<�scc� assc.timent amc�unts, �hall bc submittcd tc> thc
(;it�- (:lerk, un�ler a sc�arate cc>�-er, aiici b�� refererice is macle �art c�f thi� Itep<�rt.
:Ap�rc��•al c>f ihis Re���rt (as �ubmittcd or as m<�clificclj contlrms the mcth<>c� of ap�x�rti<�nmcnt ai�d
thc ma�imum assc�smcnt ratc to bc lc�•icd against cadi cli�iblc parccl ancl thcrcb�� cc>nstitutcs thc
aj�prc>��ed le�•�� and collection of asse�sinents fc�r t}ie tiscal ��ear. "I'he }�arcel: :ind the amount ��f
assessment tc� bc le��icd shall be �ubmittecl to the C:<ninn� .\u�jitc�r/(;c>ntrc�ller an�i inducicci on the
�rc�J�crr�• �a� r��ll f��r thc tlscal ��car.
If ant (�arccl submittcc� t��r cc>llccric>n is i�icnciticcl b� chc (:ount�' :\uditc>r/Cc�nirc>llcr tc� bc an in�•alici
�arcel number fc�r the current tlscal �-ear, a cc�rrecte�i �arcel number and/or n��v rarcel nutnbers ��ill
be identitiecl and resubmittecl t<� the Cc>u�it�� .1u�lite�r/(;c>titrc�ller. "1'he assessmetit amc�unt tc> be le�•iecl
anci a>llecred for the resub�nitted }�arcel c�r parcels �hall be basecj ��n the method c>f app�>rti<mment
a�iej a�se�srnent rate a���ro�-ed in this 12ep<�rt. 'l�herefc>re, if a siiigle �arcel has changed to multiplc
I�arcrls, the <tssessment acne�unt .i��lie�1 tc� e�ch c�f tlie ne�� parcels shall be recakulated and ap��liecl
acc��r�lin� t�� the apPr<>�•cci mcthc��1 of a}-�}-><�rt.i��nment and as�cs�mcnt ratc rathcr than a �r<���ortionatc
share <�f the c>riginal a�,e,sment.
Ilniiif•7a�uirr�d 1'�r�r�H