HomeMy WebLinkAboutRes 08-39 thru 08-41 Formation of Presidents' Plaza I PBIDCITY OF PALM DESERT
DEVELOPMENT SERVICES
CITY COUNCIL STAFF REPORT
REQUEST: Consideration of approval to initiate proceedings for the formation of the
"Presidents Plaza I" Property and Business Improvements District.
SUBMITTED BY: Ryan Stendell, Senior Management Analyst
Stephen Aryan, Assistant to the City Manager
DATE: May 22, 2008
CONDITIONS: Resolution No. 08-39
Resolution No. 08-40
Resolution No. 08-41
Preliminary Engineers Report
RECOMMENDATION:
Waive further reading and adopt:
1. Resolution No08-39 initiating proceedings for the formation of the President's
Plaza I Property and Business Improvement District, and the levy and collection
of assessments, pursuant to the provisions of part 7 of division 18 of the
California streets and highways code, for fiscal year 2008/2009
2. Resolution No. 08-40 describing proposed improvements and services and
approving the management district plan and preliminarily approving the
engineer's report, regarding the proposed formation/renewal of the President's
Plaza I Business Improvement District, pursuant to the provisions of part 7 of
division 18 of the California streets and highways code, for fiscal year 2008/2009
3. Resolution No.08-41 declaring the city's intention to form the President's Plaza I
Business Improvement District and to levy and collect assessments therein, and
calling for an assessment ballot proceeding to submit to the qualified property
owners within such district the question of levying assessments for such district,
commencing fiscal year 2008/2009
BACKGROUND:
The Presidents' Plaza I Business Improvement District was re-established in 2003 for a
5-year term. The District includes properties generally located on the south side of
Highway 111 and on the north side of El Paseo, between Portola Avenue and Larkspur
Lane. The City administers the District and collects annual assessments to pay for
parking lot landscape maintenance, parking lot lighting, street sweeping, and waste
collection within the common parking lot areas.
Submitted By:
Ryan Stendell
Senior Management Analyst
Reviewed And Concur:
/.-e-Momer Croy
ACM, Development Services
Carlos L. Ortega
City Manager
Paul Gibson
Director of Finance
Staff Report
May 22, 2008
Page 2 of 2
DISCUSSION:
The District is in the final year of the 5-year term and proceedings to re-form the district
must take place in order to levy the assessment. The Public Works department has
indicated that the previous budget did not have any money for ongoing maintenance for
the parking lot area (i.e. striping and sealing). Staff has added a line item to this
proposed 5-year term for an additional $10,000 per year to allow for improvements to the
parking area.
The Presidents' Plaza I Advisory Board (El Paseo Merchants Association) met on May
15, 2008, to review the annual budget for Fiscal Year 2008/2009. An oral report will be
provided to the City Council regarding their recommendation.
STY COUNCIL ACTION:
APPROVED ✓ DENIED
RECEIVED OTHER /add d
kls .Nos_ a39 (it la 017d
MEETING DATE , - i1E"
AYES: Fe 611"SO/, /7aPfit/, ke//y,Api-esel vz/e>xm
NOES: 11�W_
ABSENT: A/Q,
ABSTAIN: Al w_e
VERIFIED BY:` ?//)l1
-Iriginal on File with,City Clerk's Office
RESOLUTION NO. 08-39
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
(I.IFORNIA, INITIATING PROCEEDINGS FOR THE FORMATION OF THE
P-RESIDENT'S PLAZA I PROPERTY AND BUSINESS IMPROVEMENT
ISTRICT, AND THE LEVY AND COLLECTION OF ASSESSMENTS,
IRSUANT TO THE PROVISIONS OF PART 7 OF DIVISION 18 OF THE
CALIFORNIA STREETS AND HIGHWAYS CODE, FOR FISCAL YEAR 2008/2009
cry
T e City Council of the City of Palm Desert, California (hereafter referred to as the "City
C' uncil") does resolve as follows:
WHEREAS, The City Council desires to initiate proceedings for the formation/renewal
of President's Plaza I Property and Business Improvement District (hereafter referred to as the
"District") pursuant to the provisions of the Properly and Business Improvement District Law of 1994,
Part 7 of Division 18 of the Streets and Highways Code of Cal forma (hereafter referred to as the "Act") and
the levy and collection of assessments by the County of Riverside for the City of Palm Desert to
pay for the Improvements and Activities as described in the Engineer's Report and the
Management District Plan; and,
WHEREAS, Pursuant to the Act, a written petition of the property owners within the
District, representing more than 50 percent of the proposed assessment to be levied, has been
presented to the City Council; and,
WHEREAS, The City Council has retained MuniFinancial for the purpose of assisting
with the formation/renewal of the District and establishment of the assessments, and to prepare
and file a Management District Plan with the City Clerk in accordance with the Act; and in
accordance with the requirements of the California Constitution, Article XIIID to prepare and file
an Engineer's Report with the City Clerk;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM
DESERT DOES HEREBY RESOLVE AS FOLLOWS:
1. The above recitals are true and correct.
2. The City Council hereby orders MuniFinancial to prepare and file with the City Clerk the
Engineer's Report and the Management District Plan concerning the formation/renewal and
establishment of assessments for the District in accordance with the Act.
3. Proposed improvements: The improvements and activities within the District include:
maintenance of parking lot landscaped areas, maintenance and operation of parking lot lighting
facilities, debris removal, and maintenance of parking lot surface areas; and are more
specifically described in the Engineer's Report and the Management Plan attached hereto and
incorporated herein by reference.
4. Boundaries and Designation: The District consists of all parcels located in the commercial
business area known as the President's Plaza East and President's Plaza West within the City
of Palm Desert. The territory of the proposed District is located South of Palm Desert Drive
at Highway 111; North of El Paseo; West of Portola Avenue; and East of Larkspur Lane.
The territory is within the City of Palm Desert, within the County of Riverside, State of
1
RESOLUTION NO. 08-39
California. The proposed district is designated as: "President's Plaza I Property and Business
Improvement District."
The foregoing Resolution was passed and adopted by the City Council of the City of Palm
Desert on the day of . 2008, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert
JEAN M. BENSON, Mayor
City of Palm Desert
2
RESOLUTION NO. 08-39
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, INITIATING PROCEEDINGS FOR THE FORMATION OF THE
PRESIDENT'S PLAZA I PROPERTY AND BUSINESS IMPROVEMENT
DISTRICT, AND THE LEVY AND COLLECTION OF ASSESSMENTS,
PURSUANT TO THE PROVISIONS OF PART 7 OF DIVISION 18 OF THE
CALIFORNIA STREETS AND HIGHWAYS CODE, FOR FISCAL YEAR 2008/2009
The City Council of the City of Palm Desert, California (hereafter referred to as the "City
Council") does resolve as follows:
WHEREAS, The City Council desires to initiate proceedings for the formation/renewal
of President's Plaza I Property and Business Improvement District (hereafter referred to as the
"District") pursuant to the provisions of the Property and Business Improvement District Law of 1994,
Part 7 of Division 18 of the Streets and f lighways Code of California (hereafter referred to as the "Act") and
the levy and collection of assessments by the County of Riverside for the City of Palm Desert to
pay for the Improvements and Activities as described in the Engineer's Report and the
Management District Plan; and,
WHEREAS, Pursuant to the Act, a written petition of the property owners within the
District, representing more than 50 percent of the proposed assessment to be levied, has been
presented to the City Council; and,
WHEREAS, The City Council has retained MuniFinancial for the purpose of assisting
with the formation/renewal of the District and establishment of the assessments, and to prepare
and file a Management District Plan with the City Clerk in accordance with the Act; and in
accordance with the requirements of the California Constitution, Article XIIID to prepare and file
an Engineer's Report with the City Clerk;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM
DESERT DOES HEREBY RESOLVE AS FOLLOWS:
1. The above recitals are true and correct.
2. The City Council hereby orders MuniFinancial to prepare and file with the City Clerk the
Engineer's Report and the Management District Plan concerning the formation/renewal and
establishment of assessments for the District in accordance with the Act.
3. Proposed improvements: The improvements and activities within the District include:
maintenance of parking lot landscaped areas and parking lot lighting facilities, and debris
removal; and are more specifically described in the Engineer's Report and the Management
Plan attached hereto and incorporated herein by reference.
4. Boundaries and Designation: The District consists of all parcels located in the commercial
business area known as the President's Plaza East and President's Plaza West within the City
of Palm Desert. The territory of the proposed District is located South of Palm Desert Drive
at Highway 111; North of El Paseo; West of Portola Avenue; and East of Larkspur Lane.
The territory is within the City of Palm Desert, within the County of Riverside, State of
1
RESOLUTION NO. 08-39
California. The proposed district is designated as: "President's Plaza I Property and Business
Improvement District."
The foregoing Resolution was passed and adopted by the City Council of the City of Palm
Desert on the day of , 2008, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert
JEAN M. BENSON, Mayor
City of Palm Desert
2
RESOLUTION NO. 08-40
7n'P
KISPJ.LITIpilt9F THE CITY COUNCIL OF THE CITY OF PALM DESERT,
AtIFORNIA, DESCRIBING PROPOSED IMPROVEMENTS AND SERVICES
AND APPROVING THE MANAGEMENT DISTRICT PLAN AND
PRELIMINARILY APPROVING THE ENGINEER'S REPORT, REGARDING THE
PROPOSED FORMATION/RENEWAL OF THE PRESIDENT'S PLAZA I
BUSINESS IMPROVEMENT DISTRICT, PURSUANT TO THE PROVISIONS OF
PART 7 OF DIVISION 18 OF THE CALIFORNIA STREETS AND HIGHWAYS
CODE, FOR FISCAL YEAR 2008/2009
The City Council of the City of Palm Desert, California (hereafter referred to as the "City
Council") does resolve as follows:
WHEREAS, The City Council pursuant to the provisions of the Property and Business
Improvement District Law of 1994, Part 7 of Division 18 of the Streets and Highways Code of Cal forma
(hereafter referred to as the "Act"), did by previous Resolution, initiate proceedings for the
formation/renewal of the President's Plaza I Property and Business Improvement District
(hereafter referred to as the "District"), pursuant to the provisions of the Act, and did order the
preparation of a Management District Plan and an Engineer's Report for said District, and
WHEREAS, The City Council has retained MuniFinancial, for the purpose of assisting
with the formation/renewal of the District and establishment of the assessments, and to prepare
and file a Management District Plan with the City Clerk in accordance with the Act; and an
Engineer's Report in accordance with the requirements of the California Constitution, Articles
XIIIC and XIIID, and
WHEREAS, MuniFinancial has presented to the City Council the Management
District Plan, which is incorporated herein by reference, and
WHEREAS, The City Council has carefully examined and reviewed the Management
District Plan and Engineer's Report as presented, and is satisfied with the District, each and all
of the budget items and documents as set forth therein, and is satisfied that the assessments have
been spread in accordance with the special benefits received from the improvements, operation,
maintenance and services to be performed within the District, as set forth;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM
DESERT DOES HEREBY RESOLVE AS FOLLOWS:
1. The above recitals are true and correct.
2. That the Management District Plan as presented, consists of the following:
A. A Description of Improvements and services to be provided by the District
B. The Annual Budget (Estimates of Costs and Expenses of Services, Operations and
Maintenance);
C. The District Roll containing the Levy of Assessments for each Assessor Parcel within
the District; and,
1
1
RESOLUTION NO. 08-40
D. A Boundary Map for the boundaries of the District.
3. That the "Engineer's Report" as presented, consists of the following:
A. A Description of Improvements.
B. The Annual Budget (Costs and Expenses of Services, Operations and Maintenance).
C. The Method of Apportionment.
D. A Boundary Map for the boundaries of the District.
The foregoing Resolution was passed and adopted by the City Council of the City of Palm
Desert on the day of . 2008, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
A II EST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert
JEAN M. BENSON, Mayor
City of Palm Desert
2
RESOLUTION NO. 08-40
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, DESCRIBING PROPOSED IMPROVEMENTS AND SERVICES
AND APPROVING THE MANAGEMENT DISTRICT PLAN AND
PRELIMINARILY APPROVING THE ENGINEER'S REPORT, REGARDING THE
PROPOSED FORMATION/RENEWAL OF THE PRESIDENT'S PLAZA I
BUSINESS IMPROVEMENT DISTRICT, PURSUANT TO THE PROVISIONS OF
PART 7 OF DIVISION 18 OF THE CALIFORNIA STREETS AND HIGHWAYS
CODE, FOR FISCAL YEAR 2008/2009
The City Council of the City of Palm Desert, California (hereafter referred to as the "City
Council") does resolve as follows:
WHEREAS, The City Council pursuant to the provisions of the Property and Business
Improvement District Law of 1994, Part 7 of Division 18 of the Streets and Highways Code of California
(hereafter referred to as the "Act"), did by previous Resolution, initiate proceedings for the
formation/renewal of the President's Plaza I Property and Business Improvement District
(hereafter referred to as the "District"), pursuant to the provisions of the Act, and did order the
preparation of a Management District Plan and an Engineer's Report for said District, and
WHEREAS, The City Council has retained MuniFinancial, for the purpose of assisting
with the formation/renewal of the I)istrict and establishment of the assessments, and to prepare
and file a Management District Plan with the City Clerk in accordance with the Act; and an
Engineer's Report in accordance with the requirements of the California Constitution, Articles
XIIIC and XIIID, and
WHEREAS, MuniFinancial has presented to the City Council the Management
Iistrict Plan, which is incorporated herein by reference, and
WHEREAS, The City Council has carefully examined and reviewed the Management
District Plan and Engineer's Report as presented, and is satisfied with the District, each and all
of the budget items and documents as set forth therein, and is satisfied that the assessments have
been spread in accordance with the special benefits received from the improvements, operation,
maintenance and services to be performed within the District, as set forth;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM
DESERT DOES HEREBY RESOLVE AS FOLLOWS:
1. The above recitals are true and correct.
2. That the Management District Plan as presented, consists of the following:
A. A Description of Improvements and services to be provided by the District
B. The Annual Budget (Estimates of Costs and Expenses of Services, Operations and
Maintenance);
C. The District Roll containing the Levy of Assessments for each Assessor Parcel within
the District; and,
1
RESOLUTION NO. 08-40
D. A Boundary Map for the boundaries of the District.
3. 'That the "Engineer's Report" as presented, consists of the following:
A. A Description of Improvements.
B. The Annual Budget (Costs and Expenses of Services, Operations and Maintenance).
C. The Method of Apportionment.
D. A Boundary Map for the boundaries of the District.
The foregoing Resolution was passed and adopted by the City Council of the City of Palm
Desert on the day of , 2008, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert
JEAN M. BENSON, Mayor
City of Palm Desert
2
RESOLUTION NO. 08-41
r1,1911fY 9 A, 8:4+3
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, DECLARING THE CITY'S INTENTION TO FORM THE PRESIDENT'S
PLAZA I BUSINESS IMPROVEMENT DISTRICT AND TO LEVY AND COLLECT
ASSESSMENTS THEREIN, AND CALLING FOR AN ASSESSMENT BALLOT
PROCEEDING TO SUBMIT TO THE QUALIFIED PROPERTY OWNERS WITHIN
SUCH DISTRICT THE QUESTION OF LEVYING ASSESSMENTS FOR SUCH
DISTRICT, COMMENCING FISCAL YEAR 2008/2009
WHEREAS, The City Council pursuant to the provisions of the Propery and Business Improvement
District T j w of 199-1, Part 7 of Division 18 of the Streets and Highways Code of California (hereafter referred to as the
"Act"), did by previous Resolution, initiate proceedings for the formation of the President's Plaza I
Property and Business Improvement District (hereafter referred to as the "District"), pursuant to the
provisions of the Act, and did order the preparation of a Engineer's Report and Management District Plan
for said District,
WHEREAS, The City Council has retained MuniFinancial for the purpose of assisting with the
formation/renewal of the District and establishment of the assessments, and to prepare and file an
Engineer's Report and Management District Plan with the City Clerk in accordance with the Act; and in
accordance with the requirements of the California Constitution, Article XIIID, and
WHEREAS, MuniFinancial has presented to the City Council the Engineer's Report and the
Management District Plan, which are incorporated herein by reference, and
WHEREAS, The City Council has, by previous resolution, approved the Engineer's Report and
the Management District Plan, which contain a full and detailed description of the improvements and
services, the boundaries of the District, the estimated costs of improvements and services, and the proposed
assessments upon assessable lots and parcels within the District;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM DESERT
DOES HEREBY RESOLVE AS FOLLOWS:
1. The above recitals are true and correct.
2. The City Council hereby declares its intention to form/renew the District for a period of five years and
to levy and collect assessments within the District, pursuant to the Act, to pay the annual costs of the
services and improvements, as described in the Engineer's Report and the Management District Plan.
The City Council has determined at this time to call for an assessment ballot proceeding.
3. Calling an assessment ballot proceeding: Pursuant to California Constitution Article XIIID, an
assessment ballot proceeding is hereby called on behalf of the District on the matter of establishing
assessments for a five-year term on the properties within the District.
4. The assessment ballot proceeding for the District on the rnatter of authorizing the levy of the
assessments, pursuant to California Constitution, Article XIIID, Section 4 consists of a ballot, included
with the mailed notice required by Government Code Section 54954.6, distributed by mail, to the
1
RESOLUTION NO. 08-41
property owners of record within the District as of the close of the Intent Meeting. Each property
owner may return the ballot by mail or in person to the City Clerk not later than the conclusion of the
Public Hearing on , 2008. The Public Hearing is scheduled to begin on
Thursday, . 2008, at 4:00 p.m., at the City Council Chambers, 73-
510 Fred Waring Drive, Palm Desert. At the close of the Public Hearing, the City shall open and
tabulate the ballots to determine if a majority protest exits. The ballots shall be weighted according to
the proportional financial obligation of the affected property. A majority protest exists if, upon the
conclusion of the hearing, ballots submitted in opposition to the assessment exceed the ballots
submitted in favor of the assessment.
5. District Boundaries: The territory of the District is located South of Palm Desert Drive at Highway 111;
North of El Paseo; West of Portola Avenue; and East of Larkspur Lane as described in the Engineer's
Report and the Management District Plan, which are incorporated herein by reference. The District is
designated as "President's Plaza I Property and Business Improvement District."
6. Description of Services and Improvements: The improvements and activities within the District
include: maintenance of parking lot landscaped areas, maintenance and operation of parking lot lighting
facilities, debris removal, and maintenance of parking lot surface areas; and are more specifically
described in the Engineer's Report and the Management Plan attached hereto and incorporated herein
by reference.
7. Proposed Assessment Amounts: The proposed assessments are detailed in the Engineer's Report and
the Management District Plan, which also detail the assessment range formula.
8. Notice of Public Hearing(s): The City Council hereby declares its intention to conduct a Public
Hearing concerning the levy of assessments for the District in accordance with Government Code,
Section 54954.6 and California Constitution, Article XIIID, Section 4(e). Notice is hereby given that
a Public Hearing on these matters will be held by the City Council on Thursday,
. 2008 at 4:00 P.M., in the City Council Chambers, located at 73-510
Fred Waring Drive, Palm Desert.
9. Notice. Property owners will be provided an assessment ballot and notice of the public hearing at least
45 days prior to the public hearing. Completed ballots must be received by the City Clerk prior to the
conclusion of the Public Hearing, after which they will be opened and tabulated. In addition to the
ballots, District property owners may file a written protest regarding the District formation with the City
Clerk prior to the conclusion of the hearing, or, having previously filed a protest, may file a written
withdrawal of that protest. A written protest shall state all grounds of objection and a protest by a
property owner shall contain a description sufficient to identify the property owned by such property
owner. At the public hearing, all interested persons shall be afforded the opportunity to hear and be
heard.
10. The City Clerk is hereby authorized and directed to give notice of such hearing as provided by law.
2
1
RESOLUTION NO. 08-41
The foregoing Resolution was passed and adopted by the City Council of the City of Palm Desert on the
day of , 2008, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
A II EST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert
JEAN M. BENSON, Mayor
City of Palm Desert
3
RESOLUTION NO. 08-41
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, DECLARING THE CITY'S INTENTION TO FORM THE PRESIDENT'S
PLAZA I BUSINESS IMPROVEMENT DISTRICT AND TO LEVY AND COLLECT
ASSESSMENTS THEREIN, AND CALLING FOR AN ASSESSMENT BALLOT
PROCEEDING TO SUBMIT TO THE QUALIFIED PROPERTY OWNERS WITHIN
SUCH DISTRICT THE QUESTION OF LEVYING ASSESSMENTS FOR SUCH
DISTRICT, COMMENCING FISCAL YEAR 2008/2009
WHEREAS, The City Council pursuant to the provisions of the Property and Business Improvement
District Law of 1994, Part 7 of Division 18 of the Streets and Highways Code of California (hereafter referred to as the
"Act"), did by previous Resolution, initiate proceedings for the formation of the President's Plaza I
Property and Business Improvement District (hereafter referred to as the "District"), pursuant to the
provisions of the Act, and did order the preparation of a Engineer's Report and Management District Plan
for said District,
WHEREAS, The City Council has retained MuniFinancial for the purpose of assisting with the
formation/renewal of the District and establishment of the assessments, and to prepare and file an
Engineer's Report and Management District Plan with the City Clerk in accordance with the Act; and in
accordance with the requirements of the California Constitution, Article ZIIID, and
WHEREAS, MuniFinancial has presented to the City Council the Engineer's Report and the
Management District Plan, which are incorporated herein by reference, and
WHEREAS, The City Council has, by previous resolution, approved the Engineer's Report and
the 'Management District Plan, which contain a full and detailed description of the improvements and
services, the boundaries of the District, the estimated costs of improvements and services, and the proposed
assessments upon assessable lots and parcels within the District;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PALM DESERT
DOES HEREBY RESOLVE AS FOLLOWS:
1. The above recitals are true and correct.
2. The City Council hereby declares its intention to form/renew the District for a period of five years and
to levy and collect assessments within the District, pursuant to the Act, to pay the annual costs of the
services and improvements, as described in the Engineer's Report and the Management District Plan.
The City Council has determined at this time to call for an assessment ballot proceeding.
3. Calling an assessment ballot proceeding: Pursuant to California Constitution Article XIIID, an
assessment ballot proceeding is hereby called on behalf of the District on the matter of establishing
assessments for a five-year term on the properties within the District.
4. The assessment ballot proceeding for the District on the matter of authorizing the levy of the
assessments, pursuant to California Constitution, Article XIIID, Section 4 consists of a ballot, included
with the mailed notice required by Government Code Section 54954.6, distributed by mail, to the
1
RESOLUTION NO.08-41
property owners of record within the District as of the close of the Intent Meeting. Each property
owner may return the ballot by mail or in person to the City Clerk not later than the conclusion of the
Public Hearing on , 2008. The Public Hearing is scheduled to begin on
Thursday, , 2008, at 4:00 p.m., at the City Council Chambers, 73-
510 Fred Waring Drive, Palm Desert. At the close of the Public Hearing, the City shall open and
tabulate the ballots to determine if a majority protest exits. The ballots shall be weighted according to
the proportional financial obligation of the affected property. A majority protest exists if, upon the
conclusion of the hearing, ballots submitted in opposition to the assessment exceed the ballots
submitted in favor of the assessment.
5. District Boundaries: The territory of the District is located South of Palm Desert Drive at Highway 111;
North of El Paseo; West of Portola Avenue; and East of Larkspur Lane as described in the Engineer's
Report and the Management District Plan, which are incorporated herein by reference. The District is
designated as "President's Plaza I Property and Business Improvement District."
6. Description of Services and Improvements: The improvements and activities within the District
include: maintenance of parking lot landscaped areas and parking lot lighting facilities, and debris
removal; and arc more specifically described in the Engineer's Report and the Management Plan
attached hereto and incorporated herein by reference.
7. Proposed Assessment Amounts: The proposed assessments are detailed in the Engineer's Report and
the Management District Plan, which also detail the assessment range formula.
8. Notice of Public Hearing(s): The City Council hereby declares its intention to conduct a Public
I-Iearing concerning the levy of assessments for the District in accordance with Government Code,
Section 54954.6 and California Constitution, Article XIIID, Section 4(e). Notice is hereby given that
a Public Hearing on these matters will be held by the City Council on Thursday,
, 2008 at 4:00 P.M., in the City Council Chambers, located at 73-510
Fred Waring Drive, Palm Desert.
9. Notice. Property owners will be provided an assessment ballot and notice of the public hearing at least
45 days prior to the public hearing. Completed ballots must be received by the City Clerk prior to the
conclusion of the Public Hearing, after which they will be opened and tabulated. In addition to the
ballots, District property owners may file a written protest regarding the District formation with the City
Clerk prior to the conclusion of the hearing, or, having previously filed a protest, may file a written
withdrawal of that protest. A written protest shall state all grounds of objection and a protest by a
property owner shall contain a description sufficient to identify the property owned by such property
owner. At the public hearing, all interested persons shall be afforded the opportunity to hear and be
heard.
10. The City Clerk is hereby authorized and directed to give notice of such hearing as provided by law.
2
RESOLUTION NO. 08-41
The foregoing Resolution was passed and adopted by the City Council of the City of Palm Desert on the
day of , 2008, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATr ST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert
JEAN M. BENSON, Mayor
City of Palm Desert
3
CITY OF PALM DESERT
PRESIDENT'S PLAZA I PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT
RENEWAL
ENGINEER'S REPORT
FISCAL YEARS 2008/2009 TO 2012/2013
Intcnt Mccting: May 22, 2008
Public Hearin�;: f uly 10, 2008
�MuniFinancial
Corporate O�ce O�ce Locations
2?3GR�'ia lndustria _lnahcim,(:.� <�akland,C.�
Suitc l 10 I,ancaster,(:_1 Phoenie,_1L
Tcmecula,C.\ 92�9O ].os:\ngcics Rcy,iunal C)ffice tiacramento,C.\
'1'el: (951) :58?-3500 Scattle,��'.1 San I�ie�o,C_�
'I'el: (8l)0) �77-\IL'\I (G8G4)
I�ax: (9�1) 587-3�10
�vw�v.muni.com
City of P�rint Ueserl 1'reside�ut'.�Plazrr I PBID XeneLL�al
F.'ngineer'.<Repurt
f'r��c�xi�cev
ENGINEER'S REPORT AFFIDAVIT
City of Palm Desert
President' Plaza I
Property and Business Improvement District ,
(�in' c�f 1'alm Dcscrt
Ri��crsidc Counn�, Statc c�f California
'I'his Repc�rt describes the I�istrict and ciefines impro��ements, bud�et and method of
lssessment ap�ortionment, and the parcc:ls pro}�osed to be levied for Piscal Year 20O8/2009
as thc�� eaisted at the time of the �assage of the Resolution of Intetition. Keference is hereb}•
made to the Ri��erside Count�� :lssessor's maps for a detailed descri�tion of the lines and
ciimensions of parcels �vithin the District. 'I'he undersi�,med res�ectfull�� submits the encic>secl
Rc�ort as ciircctcd b�� the (:it�� Council.
llatccl this da��of , 2008.
I�Iunil�inancial
.�ssessment L;n�ineer
On I�chalf of the Cit� of Palm llcscrt
I3��:
Richard Ko�cck��
R. C. I�;. # 1 G742
TABLE OF CONTENTS
OVERVIEW............................................................................................ 'I
Introduction 1
Formation 1
DESCRiPTION OF THE DISTRICT .............................................................. 3
District Boundary 3
Improvements and Activities 3
Special Benefits of the Improvements and Activities 4
METHOD OF APPORTIONMENT................................................................ Ei
Method of Apportionment Rationale 6
Parking Lot Improvements and Services 6
Solid Waste (Refuse)Collection Services 6
Method of Apportionment Calculations 8
Apportionment of Direct Costs 9
Apportionment of Indirect Costs 11
Total Annual Assessment 12
Annual Budget Adjustments 12
DESCRIPTION OF BUDGET ITEMS .......................................................... 13
Direct Benefit Costs 13
Indirect Benefit Costs 13
Levy Breakdown 14
District Statistics 15
District Budget 15
APPENDIX A —BOUNDARY MAP..........................................................A-1
APPENDIX B — PARCEL LEVY INFORMATION..........................................B-1
APPENDIX C —ASSESSMENT ROLL .....................................................C-1
�MuniFin�cial P�x�i
City nf P�rlm Descrt 1're�ide�lt'c PIazR I PBID Re�re��rr(
Engineer's Repurt
FY 20�8/2C09
OVERVIEW
I NTRODUCTION
'1'he Cit�� �f ]'altn Descrt ("Cit�") fc>rmed and establishcd the President's l�laza I 1'ro�ern�
anci Rusincss Im�rc>�•cmcnt :1ssc:ssment I�istrict ("Uistrict") bcginnin�; in I�iscal Ycar
199H/1999 t� ��rovide im��rc>��eme�its and acu��ities that cc>tifer special benefits u�c�n real
pr�pert�� ��7thin thc boundaric:s <�f thc I�istrict. "l�hc District �vas cstablished and lcviccl
��ursuant to 1'ro�crh• and ]3usiness Im}�rrn�crncnt llistrict J.a��• c>f 1994, I'art 7 of l�ivision l R
c�f the California Streets and I Ii�;h�va��s Code (the .�et). Pursuant to the :1ct, �ropert�� �wners
�i�ithin thc District submitred a signcd �ctition rcyuesting f�rmation of thc l�istrict. 'I'hc
I�istrict was successfull�- formed for a term of fi�-e �'ears ending in I�iscal Year 2002/20O3
and successfullti� rene�ved in I�iscal ti'ear 2003/20�-3 for a term of fi��e �•ears ending in f�iscal
Year 2007/2O�8. f�or each term, a maximum assessment �vas a��ro�•ed b�• the propert��
o�vncrs thrc>ugh an a�scssmcnt ball�t pr�cccding, coiiductcd acc�rciing t�� pro�•isiotis of the
Califoriiia Constitution :lrticic: XIIII� ("I'ro�ositioti 21H"). fiscal �'ear 2007/2008 is thc last
}•ear of the term of the currentlt• existing I�istrict. l�nder the pro��isions of the .1ct, the
propern' ���'ners within the llistrict ma}� rene��• the District for a maaimum texm �f ten (10)
��cars. '1'hc rcncwal process is thc samc as that <�f thc original f�rmation. "1'hc prcparati�n of
this updatccl I�;nginecr's Rcpc�rt is the first ste� in satisf��ing the reyuirements f�r
rene�vll/fc�rmation of the I�istrict. Pursuant tc� the :\ct, the Cit�� �ro�oses to annuall�• le�•��
and collect assessments tc� pro��ide funciing for impr���ements and activities authorized
within the I�istrict for a period of fi��e��ears (I�iscal Years 2(108/2009 thr�ugh 2012/2013).
'1'his I.:n�;ineer's Rep�rt ("Report") describes the llistrict, improvements acid acti��ities,
method of a��c.�rtic>nment, the proposed a�sessments for the current fiscal ��ear, and the
maximum assessment prop<�sed f�r thc fi��c-�•car duration of the renew�ed llistrict. '1'he
�ro�oscd asscssments are based c>�i thc estimated cost to pr���ide the im�ro��ement�,
acti�-ities, and operations that J�rc>�•icle a clirect and special benefit to �rc�}�erues �vithin the
District. 'I'hc costs of imprc>vcmcnts, acti�-itics, and operations includc all crpcnditures,
dcficits, sur��luses, rc��cnucs, and rescn-cs.
1'he w�ord "propert�•," for the purposes of this Report, refers to rcal propertti� situated ��•ithin
the I�istrict, <inc] identified as an inciividual propern' or j�arcel assigneci its o�vn ;lssessc�r's
1'arcel Number (:�I'N) b�- rhe (:�unt�� of Ri�•erside :lssess�r's Offtce. The Counn� of
Ri�-erside ,-�uditc�r/Controller uses :11'Ns to identif�• �n the tax roll parcels and prc�perties
assessed for taaes, special assessments, ancl fees and chargcs.
FORMATION
,� �uritren Petition of the }�ropern� o�vners ��,nthin the Uistrict, representing more than 50
perccnt of the proposed assessmcnt tc� Uc levicd must be submitted ro the I'alm Descrt Cin�
C�uncil in order to �roceed �vith the District fc�rmation. ,�fter the required signatures ha�•e
been gathered, the Cin' Council ma�- initiate }�roceedin�s for the rene�val <�f the l�istrict b�•
aclopting a resolution eapressin� its intention to form/ren«v the I�istrict. '1'he resolution <�f
intention �vill reference the Ln�ineer's Report and the I�1ana�;ement District Plan, and �vill
�MuniFinanaal r���`� 1
CitJ�o`P�rhn Desert 1'reside�u'.:Plaz�r 1 PBID Renrz��al
F,ngincer'.:Keport
FY 2008/2C09
��rc��•icle nc>ticc c�f thc timc ancl ��lacc c�f a ��ublic hcarin�* c�n thc rc-cstal�lishmcni c�f ihc
I�istrict ancl lc���� c�f assrss�ncnt�.
\�'ithin 9O da��s ��f ad����ting the res<>luti<>n of intcnti�m, thc Cin� (;c>uncil ma}� h<>ld a ��ublic
hcarins; ��n thc inaticr, and causc noticc t�� bc ��ro��idcd tc> ihc }�ro��crn' c>�vncrs E�ursuant to
Scctic�n 5a9�-1.6 c�f thc Gc��•crnmcnt Cc>dc. ,�s�cssmcnt ballc�ts (��ro��crt}' c��vncr prc,tc��
ballot.$) wcxilcl bc mailcc� t� cach ��rc>��c:rt�' c��vncr at lcast -I:i da��s pric�r ic� ihc: E�ublic hcarin�;
�ursuant tc�AYticle XIIID of the California Constitr�tion.
:�t the �ublic hearing the (.:itti� (:�uncil ma�� �ro�-ide the public and ��ro�ert�� o�vners an
c>���c>rtunitt' to prc�vidc oral protests 1nd writtcn �rotcsts pric�r tc� the ado���ic�n oE thc
I�:n�inccr's Rcpc�rt ancl thc i�Ianagcincnt l�istrict I'lan. Pursuant to thc California
Constitution Article XIIID, the Cit�� Cc�uncil «nll t�bulate ��ro��ert�� owner assessmeiv ballc�ts
recei��ed fmm �roperri• ��vners in �rder tc� determine whether majorin• protest exists. "I'his
tabulatic�n �vill occur aEter the close c�f ihe PubGc Hearin�.
If the rrol�crn• cnuncrs a�}�ro��c thc rcnc��•al of thc District and imp�sit.i�n of nc���
assessments, the Cit�• (:�uncil �vill a���oint an cnvners association for the l�istrict. This
o�vners ass�ciation shall make recc>mmendati�ns to the (:it�� Council regarding the
cYpenditures of rcvenuc dcri�•ed from thc ]c�•�• of assessmcnts and on thc clas�ification of
��rc�perties as a���licable. :�t least �ne member �f the owners association shall be a business
licensee �vithin the District �vh� is not a propert}� holder «•ithin the I�istrict. '1'his o�vners
association sh�ll cluse to be prepareci a report each fiscll t�ear for which assessments are to
Ue le�•ied ancl c<�Ilecred. Said annual report shall be filed��nth the Cit�• Clerk and shall c<.�ntain:
an�- }�rc�J���sed changes to the district boundar�•; the imj�ro��ements and acti��ities to be
pr�>�-icied that ��car; the estimated rnsts for that }•car; the meth�d �f a�sessmcnt; the 1m�unt
�f an�• surPlus or deficit; ancl contributions from other sources. '1'he Cit�� Council ma��
appro��c the re}�c>rt as submitteci or as m�dificd.
�MuniFinanaal P`'�e 2
City of Pnlnr De�ert I�)'t�1CIPlJI'<1'lazrr 1 PBID Renrzr�al
E�rKinrcr's Rc�purt
I�Y 2��5/2009
DESCRIPTION OF THE DISTRICT
D15TRICT BOUNDARY
'1'hc 1)istrict cc�nsists r>f all ��arccls locatcd in the c��mmcrcial busincss arca knc>�vn as thc
1'resicicnt's Plaza I �vithin thc �,Il�' Ot I��IIIII llcscrt, Cc�unh� c�f Ri��er�idc. 'I'hc llistrict
incltidcs fort}�-t�vo (-42) asscsscd commcrcial }�arccls arid thrcc (3) n�m-assesscd ��arkin� l�>t
}�arccls and onc (1) non-asscsscd cascmcnt/�valkwa�� ��arcd.
'l�hc b<n�ndan� af thc �roj�oscd l�istrict and thc j�arccls thcrcin arc ]c�cated South of Palm
llcscrt llri�•c at f ii�h«•a� 111; :�Iorth of I�;1 I'ascc>; �t'cst c�f Portc>la ,�venuc; and I�ast c�f
I.arkspur ],anc. I'residcnt's Plaza I is commonl�- rcferrc�i tc.> 1s I'residcnt's Plaza l�.ast (thc
area cast c�f San Luis Re�- :���enue); and President's Plaza �Y'esr (the arca �vcst of San I,uis Rc��
;1�•cnue) lc�cl�cd wichin nc� bc.ninciarics of thc I�istric�.
( MPROVEMENTS AND ACTIVITIES
In an effort t� enhance and impr�ve business oppc�rtunities 1nd the appearance �f the area
kno�vn as the President's Plaza I, the (:in• provided funds for thc reno�•ati�n and capital
im��ro�•ement of the �arking lot and landsca�ed are as related to this commercial busine�s
centcr. In conjuncti�n �vith this rcn���ation, Presidcnt's Plaza I Pro}�crt}• and �3usincss
lmpro�•ement llistrict was formeci in 1998 to pro�•ide and ensure the continued maintenance
of the impro��cments after the reno��ations had been completed. In 2003, thc propern•
o�vners renewed thc: I�istrict f�r a fi��c (5) �•car term and thc assessmcnts that �vcre ]c��ied
continued to pro�•ide fundin�; for this maintenance. Should the llistrict be rene�vec3 for
another fi�•e (5) }-ear term, the assessments generated �vill continue to pro�-ide the necessar��
re��enue for the mainten�nce.
it has been determined that the pm�erties within the I�istrict and the Uusinesses associatecl
��7th those properties recei��e sJ�ecial and distinct benefits from the imprc��•ements and
actie�ities to be funcleci thr�ugh the assessments. "I'he im�ro��ements include ihe necessan'
acti�-ities, services, o�eration, administration, and maint�nance reyuired to keep the
im�ro��rments in satisf�ctc�r�� cc>ndition including labc�r, material, and eyuiptnent. '1'he
ser��ices ma�� include Uut are n�t licnited to re�;ular maintenance, repair, removal <�r
replacement of all or an�• part of the improrements incluciin� removal c>f trimrrungs, rubbish,
dcbris and othcr solicl wastc; thc cicanin�, �andblastin�, and repaintin� of w111s and othcr
imprc>�•ements to remo��e or co��er graffiti; pr���iding for tlie grc��vth, health and beaut}• c>f
1lndscaping and li�htin� includin� culti�•ation, trimrnin�, spra}�in�;, fcrulirin�; or trcatin�; f<�r
discasc or dama�c as �vell a� suppl}'in�;neccssar�- irri�;ation and electrical ener��. "1'he �pccific
impro��cmcnts and acti��itics include:
• Parking lot landscaped areas: includin�;, bur not limired ro, �round cover,
shrubs, trccs, plants, irri�;ation and draina�e s�stems and associatcd appurtenant
faciliti�s;
• Parking lot lighting facilities: induding, but nc�t limitcd to, bulbs, fixtures,
�c>lcs,�viriri�, and cicctrical c:ner��•; and,
_._ �MuniFir�ancial r�`�Ke;
(�ity of Pnlm De��ert 1'recide�rt'<Plrrzn I PBlD Rc��rc����rl
Engineer's Report
FY 2008/2C09
• Debris removal: incluclin�;, but ii<�t litnitecj t<>: sc�licl «•aste c<mtainers, ecCusc
cc�llcctic�n scn•ic�s, ancl rcgular mcch8�1(CR� s�vccping of the j�arkin�Ic>t.
"I'hc cc�st� assc�ciatccl ��.-ich thc im��rc,��cmcnts arc cyuital�l�� s��rcac.i anu�n� all bcncfiting
E�arccls �vithin thc I�istrict utilizin� ihc mcthoci of�ppc.>rtic�nmeiit clescribccl in thc 1�icthc�cl c�f
:1��}x>rticmi��ent sectic�n �f this Ke��ort. '1'he tc�tal funcls cc�llecrecl shall bc dis��ersecj anc� useel
Ec>r c�nl�� ihc scrc�iccs ancl ��eratic�ns E�ro��idcd tc� thc I�istrict.
SPECIAL BENEFITS OF THE ( MPROVEMENTS AND
ACTIVITIES
:111 assessed prc>perties �vithin the llistrict recei��e s��ecial benefits frc�m c�ne or mc>re of the
imrro��ements and acti��ities funded �hrough the l�istrict assessments. Specificall�-, lighting
and landscapin� amenities �vithin the parking lot, re�,n�lar s�veepin� of the �aricing lc>t, ancl
rcfusc collcction scn�ices and facilitics.
"1'he s�ecial benefits c>f li�hting (�arking lot li�hts) are ihe com�enic:nce, slfeh•, and securitt•
c>f pr<�pert��, im�ro��cmcnts, ancl�oods. Spccificall�-:
1. I_.nhanced cleterrence of crime anci the aid to police pr�tecti�n;
2. Increased nighttime safeh• for patrons and cmplc���ees;
3. Itn�ro��cd��isibilin' f�r�edcstriatis and m�tc�risr�;
-}. Im�rrn•ed in�ress and e�res� to �ro��crn';
5. Reduced �•andalism and other criminal acts and dama�;e t� imprc��-ements or
�ro(�cxn•;
G. I?nhanced aesthetic appeal c>f the �arkin�; area and the pr��erties that are
associatcd�vith the parking arca;
7. Incrcascci promotion of busincss acti��ities and opportunitics durin� nighttimc
hours; and,
H. '1'he sj�ecial economic enha►uement to the �roperties and their abilir�� t� attract
and sustain business and c�mmercial acti�•ih� as a result of the benefits identified
1bo��c.
'I�he benefits associated with landsca�ed islancls and medians �vithin the parkin�; lot are
spccificall�•:
l. Im�roved aesthetic appeal of the j�arl:in�;area and nearb�•parcels;
2. Im�ro�-ed dust control;
3. I?nhanced adaptauon of thc urb�n environmcnt within thc natural cm�irc�nment;
-�. Im��ro�•ed traffic circulation;
�. .�1 positi�•e representatic�n of the businesses �vithin the llistrict;
G. Centralized locau�ns fc>r rc:fuse cc>llection facilities; and,
�MuniFnancial Pagr 4
City of Palnt De:ert I'rc�sirle�rt's Plazn I PBID Renr�;rr!
F.�iginecr'.Report
FY 2008/2C09
7. '1'hc ,I�ccial ccc�nc.�mic cnl�anccn�cnt tc� thc �rc���crtics ancl thcir al�ilit� tc� �tu•act
ancl sustain business stticl ccm�mcrcial 1cti�•ir�• as a result ��f�h�� l�cr�cfi�s idciitificcl
ab<���e..
l�el�ris removal (j�arking l��t sweepin�;) and refuse collection arc essential aiid necessar��
acti��ities for all ��ro��erties—}�articularh� cc�mmercial pro��erties. "I'hese acri��ities ancl sei-��ices
arc j�roj�oscd tc� l�c fundcd through thc asscssmcnts solcl�� for thc spccial bcncfir oC
rr�}�crt.ics �vithin thc llistrict. 'I'hc bcnctlts assc>ciated �vith thcsc scn�iccs arc:
1. I:nhanced aesthetic ap��eal of the parking area anej the properties that are
assc�ciated���ith the j�arking 1rea;
2. Im�ro��cd dust control;
3. ;1 �c.�siti�•c rc�rescntatic�n c�f thc busincsses ���thin thc llistrict; and
-�. :� ccntralizcd Ic�cation of rcfusc collection facilitics and 1�•ailabilit�� of thc scr�•icc
that �voulci other�vise reyuire indi��idtial facilities that muld be cost prohibiti�-e
and ph��sicall�• restrictirc.
"I'he c�n-��in� o(�eration and maintenance of the 1lndsca�in�;, lighting, s«�eepin� and refuse
collection ser��ices pr���ide no measurable general benefit t� �ther �r��er[ies outsicle the
, bounclaries of the District, or to the �ublic at large. Therefore, these impro��ements and the
c<�rresponding assessments hare been identified as �roviciing 100°% special benetit to parcels
�vithin ihc llistrict.
�MuniFnancial r�tg� s
(.;ity nf P�tLu Desert Presitleut'>Plaza 1 PBID Re�re�al
E,egineer'., Repurt
F}'2008/2CC9
METHOD OF APPORTIDNMENT
METHOD OF APPORTIONMENT RATIONALE
'I'hc cc>sts c�f thc llistrict iinJ�rc>��emcnts ha�•c cacfi bccn a}�pc�rtic>�ied b� a fc�rinula ancj
tncth<>d which fairlt� clistributcs thc nct amc>unt t<> bc asscsscd amon� all assessccl j�arccls in
��rc>]�c�rtic�n rc> thc c�tiinatcci s��ecial bcnctits tc� bc rcccirccl h�- cach �arccl from thc
11T1f)PO\'CIT1C17Cti.
PARK/NG LOT /MPl70VEMENTS ANO SERV/CES
:1�scsscd ��arccl� ��rithin I'residctit's I'laia l arc acljaccnt tc� ccntraliieci �arking facilitics (]c>ts)
that �rc�t-icle access, parkiei�, and delirer�- areas fc�r the businesses and pareels tvithin rhe
District. f�ach parcel deri�•es special benefir froin the �arking lot im�ro��ements and the
sen�ices and acti�-itie� necessar�� to maintain the }�arkin� lot. "I'he im��ro��ements include
sc:�•eral landsca(�ed islands and medians and li�;htin� facilities; and the sen•ices and acti��ities
include s�vee�ing sen-ices. I?ach assessc:cl parcel ���ithin the District recei��es a ciirect and
s}�ecial benefit from rhese impro��ements 1I1(� �vill shlre I�roportionatel�� in the cost of
maintainin� ihe ��arl:ing lot. '1'he rarking lreas consists of the three plrcels that are entirelti�
�arkin�; lot arca and ��rtic>ns c�f man�� �f thc asscssccl parcels ���ithin thc l�istrict.. '1'hc thrcc
parcels that are entirel�• parkin�; lot area �arcels (G27-212-016; 627-?21-011; and G?7-222-
O-13), anc� c�ne easement/�valk��•a�� �arcel (G27-222-0-�2) recei�•e no special benefit fr<�m the
imj�rc���ements and �vill not be assessed.
In determiniti� the methc�d of apportic�nment for thc:sc: impr��•etneiits, each ��arcel's beiiefit
is based on the parl:in�; area adjacent to, and associated with, each parcel. '1'herefore, it has
been determined that a fair and reasonable reElection of each parcel's betiefit for the parkin�;
lot itnpro�•ements shall be based c�n the a��rc�xirnatc front f��tage adjaccnt to thc parkin�
areas. I�Ic>st parcels «7thin the Uistrict front the parkin� l�ts on onl�• one side. �1'o ensure a
reasc>tiable and eyuitable app�rti�>timent of s�ecial bc:neft, parcels that front the plrking lc>t
c�ti m�re than c�ne side (cc�rner�ro(�erties), are onl�� zssessecl fc�r their front footage alc>��g �he
sidc of thcir properri- adjaccnt tc� thc parkin�lot.
SOL/O WASTE (REFUSEI COLLECT/ON SERV/CES
l:,tabli,hin�; separate refuse rece�tacles ti�r each �arcel c�r busines� �vithin 1'resicient's I'laia
I, and thereb�� allo�vin� for se��arate char�;es and agreements for this sc:n-ice, is not practical
due t<� limited s�ace and aceessibilin'• "1'hereEore, ser-eral comm<>n refuse containers have
been �l�ccd within the parking lot arca for use b�� all the prc>�ertics and busincsses, and
ratrons c�f these businesses, �vithin the I�istrict. 1 Iistoricall}�, all de��eloped properties ��rithin
President's Plaza 1 ha�-e sharec] �rc��ortionatel�� in the c�sts ass�ciared �vith refuse collect.i�n
bls�ci c�n the buildin�syulre foota�e c�f thc structures on each plrcel.
In c3eternuning the method c>f appc>rtionment for refuse collection ser��ices, the possibilit�� of
factoriii� in business h�pes as �vell as buildi�lg syuare foota�;e �vas c<�nsiciered. I Io�ve��er, the
inclusion of business t��pes in the calculation of an annual assessment poses �e�•eral
problems. l�irst, man�� of the rarcels assessed include multiple business t��1�es, �vhich c�uld
rcc�uirc a cc�mplex calculation to idcntif�• �otcntial usc of thc scn•icc. Sccond, busincsscs
c�Eten change from ��ear to }•ear or e�•en month to month, mal:ing specific busines� related
�NluniFinancial Prrge G
Cit��of Palm De�ert Preside�tt'>Plaz�!1'BID Renezz�a!
Engineer'.,Re�pu�t
F'Y 2008/2009
asscssmcnts clifticult tc� track ancl ti�nc cc�nsiimin�; ancl cxE�cnsi��c tc> �c�minisrcr. 'l hirc�,
eseabli;hing a meth�xi ��f aj��oru�mment that is business-a��ecitic rather ihan }�arcel-�E�ecific
wcn�lcj likcl�� restilt in annual chan�;cs Cc�r cach ��arccl's asscssmcnt c�cn it thc c<�st c�t thc
se�l�ice was unchan�e�l. F�inall�', thc le�-el <>f sen�ice (nutnl�er c�f rick-u��s ane.l r�c�(�tacles) ha�
chan�ed �•er�� litde c>�•cr the last se��eral �•ears. :11thc>u�h mam• c>f che businesses ancl husiness
t��pes ha��e cha�i�;cd �vithin thc l�istrict, tlic total cc�st c>f J�rc���iciin� thi� scr��icc has rcmainccj
f iirlti� ccrostant.
In cc�ntrast tc� the total c�st, it is not reascmable tc� assume that all cie�•elo�ed ��areel� utilize
or re9uire the same levcl c�f refuse sen•ice—t}�picall�� the larger the builciin�;, the greater
amount c>f refuse that is �enerated. 'I'herefore, it has been determinec3 that a fair and
rcasonable estimate of each parcel's benefit for refuse collection is the builciin�; syulre
footage dctcrmincd for cach E�arccl.
.1s notcd prcvic>uslt�, due ro limitcc] s�acc ancl acccssibilit��, it is not practical for cach parcc:l
or business wzthin President's I'laza I to ha�•c separate containcrs or agreemc:nts ��7th the
�vaste hauler. I Io�ue�•er, it is recognized that the baseline le��el �f ser��ice (i.c., nutnber c.>f bins,
�ize of the bins ancl frec�uenc�� of ser��ice) established for the l�istrict mat� not be ac3eyuate �r
a��ro�riatelt• reflect the n�eds of changing business �vithin the I�istrict. "1'herefc�re, the
f�ll��vin� considerations and criteria shall be followed �vhen the le�-el of ser��ice I�ro��idec]
rcyuires modifications:
1. If the le��el of ser��ice is reduced, the incrc:mental cost sa��ings (if an�•) ��-i11 be re�•ie�ved
and applied as follo�vs:
a. Rescn�c: I�und ,�ccount — '1'he Cit�• staff and the ��vners' associauc�n will evaluate
the exisung a��ailable Rese►-��e I�unds m ensure an acce�table amount of mone�� is being
retained for normal annual operation of the District. 13ased on this C�'fllU1t10�1, thc
o�vners' assc�ciation ��711 modif�� the annual report (recc�mmendation to the Cit�• Council)
to appl�� all or a portioci of the cost sa��in�;s to thc RCSCri'C :�CCOUIIL ;1 full�� futided
Rcsen•e is an amount eyual to a�}�r<�ximately one half of all annual o��eratin�; e�penses.
I�lo�ve��er, most operatin� reser�•es are t�-�icall}• less than 50°�,, but�;reatcr than 2�°�� ��f all
annual oE�crating cxpcnscs.
b. Reduced .lssessments — ,-1ft�r re��iewing the Reser��e :lccount, an�� cc�st sa��ings not
applied t<� the Resen�e ,�cc�unt (Resen�e I�und Collection) �vill be }��ssecl cm to each
�arcel �vithin the llistrict b�� reducin� their annual assessment for thr ne�t fiscal ��ear, in
proportion to thc:ir estimated benefit (frc>m t.he method of aE��ortionment).
2. If the ]e��el of service ts increased, the incremental cc>st increase (if an}�) will bc: re��ie�ved
anci applied as follo�vs:
a. Increased seil•ice District-wide — ��'hen the current I�istrict �vas rene�ved/formed,
an asscssmcnt rangc formula �vas appro��ed. This formula pro��idcd for anticipatcd cost
of li�•ing increases, but alsc� allcnved some tleaibilit}• Eor increased costs duc to increasc:d
le��els of sen�ice. If an increas�d le�•el of ser��ice is reyuired for the entire I�istrict, the
increase is refIected in the annual bud�;et. '1'his budget increase wnll t��picall�� causc a
proportional incrcase of the annual assessment. If the increased cost re,ults in an
�MuniFir��aal '�"�" �
City nf Pnlnr De�crt 1'reciderrt'.�I'lazrr 1 PBID Reneu,��rl
Engineer'>Rc�purt
F'}'2008/2CC9
asscssincnt ratc that c•xccec.ls thc inasimutn a�scssmcnt .illc>��.crl, thcci rescr�•c funcls �vill
be usec� tc� recluce the .1I1IlU�lI assessnient tc� the Il1aXIlIlUt17 assessment all<��veci. It� the
rescil•c funci is n�t suCficicnt to cc��-cr thc cc�st incrca�c, tlic Cit� Council mat� (�rc>��icic a
tcm�orarti- lc>an t� thc I�istrict <>r conduct a ��rc>��crn� c����ncr ballc>t pr��cceclin�; fc�r an
asscssmcnt incrcase.
b. incrc�scci scil�icc for c�nc parccl — \t'hen thc currcnt llistrict �ti•as rcnc�vcd/fc�rmcd,
a bascline asscssment ratc 1nd le��el of sen�ice �vas established for all ��ropertica ��7thin
thc llistrict. ,-�s l�usiricsscs �vithin thc I�istrict chan�;c or COI]C1t1UC tc� �;ro�v, thc�c
businesses ma�� getierate a need for an iticrc:asecl le��el of ser��ice, but it is not tair c�r
ec�uitable to s��reaci the cost of ihis increased ser��ice tc� other proE�erues ��7thin the
Uistrict. "1'hereforc; if a business reyuires an increlsed le��el c�f ser�•ice, that part.icular
business rnvner or the c>�vner of the �rc���ern� on �vhich the business is located, tnust pati�
the resultin� cc�st increase as a surchar�e. I�:ither the Cin- or the propert�• owncr ma��
initiate the need for an Increased sen�ice le�•el. ?he Cih� C�uticil shall make the final
determination as ta the a���ropriate mechanism b�• �vhich the increased level of sen-ice
�4�i11 be pro��ided. "I'he increased le�•el <�f sen�ice ma�� be accomplished b}�:
• Increasin� thc numbcr �f pick-u�s on thc spccific bin(s) uscd b�� thc: prop�rt�� �>r
busincss.
• increasing thc size of the specific bin(s) used b}' the pr��ert�� c�r business if space
permits.
• 1'ro��iciing separate bin(s) for the pro}�ert�� or business if sp�ce and accessibilih'
j�crmi ts.
• :1m�combination c�f thc abo��c.
'I'he cc>sts associated �vith the increased le��el <�f ser��ice shall be the obligation of the business
and/or �ropert�� o�vner 1�•hich is pro��ided with the additional service. Pa��ment for the
increased Ie�-el of sen�ice shall be re��iew�eci b�� the o�vners associati�n, which �vill make a
recommendation to the (:it�� Council For appro�•al. 'I�he adciitional rnst of pro��idin� the
increased le�•el oC sen•ice ma}� be acided to the annual assessment fc�r the properh• as a
surcharge (in addiuon to thcir annual assessment), upon written petiti�n of the propern'
o�vner and appro��al b�• the Cit�� Council (I'his ma�� require a si�,mecl agreement bet�veen the
��ro�ern� owner and the (:it� �f Palm Desert). However, bef�re an�� action is taken to acld a
surcharge to the propert}� ta� roll as part c>f the propert��'s annual assessment, the propert��
c��viier/busincss shall work �vith (:it�� staff and thc owncrs associati<�n t<� cstablish thc
neces�ar�� le�•el of additi�nal tien•ice. and arran�e for direct pa��ment for the ser��ice tr> the
�vastc hauler c�r the Cih' if at all possible.
METHOD OF APPORTIONMENT CALCULATIONS
'1'he ap�orticmment of benefit �vithin the llistrict uulizes a weighting factc�r kno�vn as an
F�:c�ui��alent I3enefit L'nit (LBL'). I-:ach parcePs L13L' represents a percentage of the total L:Iit�
a�plic:d for the entire l�istrict. Depenciing on the itnpr�vement or activin� pr��•ided, the
IiBI� assigr►ed to each parcel is based on either the parcel's de�•clopment (approximate
building syuare fc>otagc) or the parcel's area of impro�•ement (front footage to the �arl:in�
�MuniFfr�ancial P"g�s
Citt�oji��r1�„nr,�,-� I're<iderrt'>1'laza 11'BID Renrzr;al
Engi�tecr'.<Kepu�7
FY 2008/2009
I��t). '1'hc a>�t ��f rcfusc collcction sci-�•iccs is a���x�rti<>uccl bascci <ni cach ��arccl's a����r�>�imatc
builclin�; syuar� fcx�ta�;c. :1ll c�thcr im��rc��-cm�nts ancl �ci�•iccs fun�lccl thrc>u�h thc I)i�U•ict
arc assc>ciatccl ��tith tl,c rackin�; lot. '1'hc tc�tal cc�st c�f thc parkin� lc�t im�n•rn•cnicnts anci
sci-��icc. is a����ortioncc� to cach ��arcel basccl on thcir frcnit footat;c t�> thc ��arking l��t.
'1'hc �um c�f cach parccl'� prorrn�tic>natc sharc of rctiuc cc>sts ancl �arkins; lc>t rnst� rcl�rescnt.
thc ��ai•cel's 'I'c�tal I�ircct Cc>st. In �tciclitic>n tc> a ��arccPs '1'otal Dirc:ct Cost, cach ��arccl is
a,scsscd for acliluni�tration c��ctiscs and a rescn�c funcl c�llcction (Indircct (;c�sts). '1'hc
Inciirect (�osts tor each ��arcel ha�•e been apportic>ned b�� a percenta�;e of the }�arcel's l�irect
Costs, n��t to esceeci fiiteen ��ercent (1�%). "1'herefore, each ��areePs '1'otal :Annual
.lsscssmcnt is the sum c>f its ��ro�c�rtionatc share �f thc 1'<>tal Dircct Cc�st anci"I'otal Indircct
Cc�sts. .\lthough each parcel's �ro��ortional bc:nefit anc� assessment for each iml�ro�•ement is
c�lculatcd indi��iduall��, cach parcel'� maximum asscssmcnt is based on thc parccl'� cc>tnbincd
assessment f�r all c<�sts and ser�•ices. 'I'he rare a����lied t<� an�� one im�ro�-ement or ser��ice
ma}� exceed the maximum rate ori�inallt� established, �ro��ided the parcel's cc>mbinecl
assessment dc>es not e�ceed the combined ma�imum as�es�ment c:stablishecl fc�r the E�ro}�ert�
(excluding chan�;es in land use or dc�•e1oE�ment).
"I'he (;ount�� reyuires thlt all annual assessments le��ied �nd �ubrnic�ed for c�llecci�n on tar
bills be rounded to the ne:arest e��en penn��, thus allo«7n� the total assessment to be split into
hvc> installments. In �rder to compl�•w-ith the Counn•'s reyuir�ments, the calculation c>f elch
assessment compoiient (i.e., refuse cc>sts, plrkin�; lot costs ancl indirect cosrs) is rounclecl to
the nearest e��en }�enn�� and theci ad�iecl together for the �arcel's 1'�tal .-lnnual .1s,essment.
"1'he fc�llo�vin�; describes the general methc�d used to arrive at each ��arcePs propc�sed
asscssmcnt.
APPORT/ONMENT OF O/RECT COSTS
REFUSE COLLEGTIDN ASSESSMENT
'1'he 'I'otal Refuse Cost esumatecl for refuse sen�ices is based on the (;in's contract with a
�vaste hauler fc�r ser��ice t� President's Plaza i. 'I'his "I'otal Refuse C�st cii��ided b�� che
cstimatcd 'I'otal Buildin� Syuarc I�ootagc cstablishcs a Ratc per building syuarc foot. "1'his
Rate is multi}�lied b�• each �arcel's estimated buildin�; syuare fc�ota�;e to calculate the parcel's
pr�pc>rtionate share of the refuse ser�•ice cost.
Total Refuse Cost/Total Building Square Footage = Rate per Building Square Foot
Rate x Parcel Building Square Footage = Refuse Assessment
\ore: I�or purhoses of calcularing rhe refuse assessment,d,e building syuare fc�otage for each parcel has been
rounded to the ncarest hundred squarc fect. Refer ro_lppcndix"I�" for building square fr�rnagc arplicd.
�MuniFinancial P���9
CitV nf P�rlm !)esert Pre:iderrt's 1'laz�r 1 P13lD Re�rc�zrrrl
�'rtgi�teer's Xeno�7
f'y���osizoo�
Table 1 ��ro�-ides the Refuse assessment rates for I�iscal 1'e�u- ?0118/?OU9 il�rc�u�;h ]�iscal
Ycar 2U1?/2O]3.
Table 1: Building Size Proposed Rates
Proposed Building
Maximum Rate
(per Square Foot)
Fiscal Year 2008/2009 $ 0.4140
Fiscal Year 2009/2010 $ 0.4260
Fiscal Year 2010/2011 $ 0.4380
Fiscal Year 2011/2012 $ 0.4500
Fiscal Year 2012/2013 $ 0.4620
'I'here are currentl�� fc>rt��-two (-42) de��eloped commercial �ro�erties �vithin the llistrict that
are assessed for refuse collection services based �n a��roximate builciing square fo�ta�;e.
(Refer to the .lssesstnent Roll for individual parccl Refuse assessmcnts).
PARKING LOT ASSESSMENT
'I'he "I'�tal ],c�t Cost estimated fc�r �arkiii� lot im�ro�-ements and ser��ices (tnaintenance) is
basecl on thc cstimatc:ci annual costs to maintain thc landscaping, lighting, and mcchanical
s�vec��ing c>f the parking lot �vithin President's I'la•r,a I. "l�his 'I'ocal L�t Cost di��ided b�• the
applied parkin� lot "1'otal Front }�'ootage, establishes a Rate �er front foc.�t. '1'his Rate is
multi�lied b�� each J>arcel's applied fr�nt footage to calculate the parcel's proportic�nate share
of thc parkin�lc�t mlintcnancc costs.
Total Lot Cost/Total Front Footage = Rate per Front Foot
Rate per front foot x Parcel Front Footage = Parking Lot Assessment
\otr. I�or purposes of calculatin�;the parking lot assessment,cach parcePs fre�nt footage is based c>n thc
parcel's foota�e rounded to rhe nearest G�•e Eeet. Refer rc�.\ppendir"I�" for front footage applied.
�MuniFinar�cial r����P lo
City of I'alnt De�ert Pre�sident'c 1'lazn I PBID Re�rezY�al
Eugi�teer'>Rc port
FY 2008/2C09
Table 2 j�ro��idcs the 1'arkin�;i,c>t assessmcnt rates fc�r I�isca! 1'ear?UGH/2009 tlirou�;h I�iscal
Ycar 2l)12/2013.
Table 2: Parking Lot Proposed Rates
Proposed Parking
Maximum Rate
(per Linear Foot)
Fiscal Year 2008/2009 $ 10.9340
Fiscal Year 2009/2010 $ 11.2620
Fiscal Year 2010/2011 $ 11.6000
Fiscal Year 2011/2012 $ 11.9480
Fiscal Year 2012/2013 $ 12.3060
:�11 parcels �vithin the l�ist.rict receive direct and s�ecial benefits from the rarlcing lot
imPro��ements and sen�ic�s. }�.ach �f these parcels is assessed �ro}�ortionatel�• Uasecl on their
frc�nt fcx�tage adjacent to the parkin�;lot.
APPORT/ONMENT OF /NO/RECT COSTS
'1'o ensure che impro��emcnts, activities, and serti�ices pro��ided and funded throus;h the
llistrict are continued, elch �arcel �vill be assessed for its }�roportional share of
administrati��e 1nd reserve costs (Indirect C�sts). "1'hese Indirect Costs include 111 expenses
relateci tc� the administration of the l�istrict as well as the collection of mone�• tcnvard a
Reser��e I�und. The annual assessment for Inciirect Costs has been establi�hed at fifteen
percent (15°��) of the T'otal Direct Costs assessed to each j�arcel.
'1'hc sum of cach parccl's propc>rtic>nate sharc of rcfusc costs and parkin�lot costs rcprescnts
the parcePs Direct Cost. 'I'his l�irect Cost multiplied b}� tifteeii percent (1�°��) represents
each parcel's �ro�ortionate share of the Indirect Costs.
Parcel's Total I3irect Cost X 1 S% = Indirect Assessment
�MuniFnancial r�`'Kt� 1�
City of 1'alm 1)e:c°rt Pre�.ideut'c Plrn�/PBID Reneuvtl
Engincer'.�Report
FY 2008/2CC9
Table 3 ��rc>�•idcs th� Uistrict's Indircct C:c�st am�>unt� f��r I�iscal Ycar 2008/ZUU9 thrc�u�h
I�iscal Ycar 2012/?013.
Table 3: Total Proposed Indirect Costs
Indirect Costs
(total dollars)
Fiscal Year 2008/2009 $ 24,036.00
Fiscal Year 2009/2010 $ 24,757.00
Fiscal Year 2010/2011 $ 25,500.00
Fiscal Year 2011/2012 $ 26,237.00
Fiscal Year 2012I2013 $ 26,957.00
TOTA[. ANNUAL ASSESSMENT
I•:ach ��arcel's 'I'otal .�nnual :lssessment is the sum of their ��roportionate share c�f the I�irect
Costs and Indirect Cc.�sts. The prececiing description �f the mexhod of 1��ortionment
outlines the esdinated cost and rates applied f�r the llistrict and the maximum am�unt
projected. '1'he maxitnum }�rc>jcctcd amounts �vere detcrmined b�� a���l��ing an annual
inflationar�- fictor �f three percent (3°'0) over the five-�•ear durauon of thc l�istrict based on
the first ��car asscssmcnts.
ANNUAL BLJDGET AOJUSTMENTS
}�or the fi�•c �•cars of the term of the PIiII� rene�val, annual assessments ma�• be adjusted U��
the President's I'laza I PBlll o�vners' associati�n up to three pexcent (3°%) �er �•ear. .�crual
annual acljustments mat• ran�;� frc�m •r.ero �ercent (0°%) tc> three j�ercent (3°%,). ;ldjustments
ma�� differ from }-car to �•ear de�ending on the sen�ice needs identificd b�• the o�vners'
association. In any e�-ent, assessments will not e.r-ceec3 the le��els illustrated b�- the I�istrict
l�udgcc (I'able 4).
,1nt• annual budget surplus or deficit «�ill be accrued into the following t'ear's 1'I3Ill buciget.
,�sscssmcnts will bc sct accordingl}•, �vithin thc constraints of thc lnnual adjustmcnt, to
adjust for surpluses c>r cieficits that are carricc3 for�vard.
�MuniFin�cial Page 12
Cit��of 1'alnr Dr�ert Pre�ide�t!'.1'lazrr I PBID Re�ne�z�al
F:��tgi�trer'.�Repor-t
F}'2008/2�C9
DESCRIPTION OF BUDGET ITEMS
DIRECT BENEFIT COSTS
Landscape Maintenance Contract — Inclu�i« all rcgularl�� schcdulcd labc>r, ma�crial (c.s;.
J�i�e, fertilizer, insc:cticides), and CC�UIt)t71Ci11 rec�uired tc> }�le�j�erl�� maintain and ensure the
satisiactor�� amditic>n of all IanciscaE�ing, irri�;ation and draina�c s�•stcros, and a����urtcnant
ficilities. ,-�ll landscl��in�; iml�rc��-etnents �vithin the l�istrict ace c<�ntracted for maiivenance
and sc:r�-ice an a regular ba�is. '1'he freyuenc�- anci specific maintenance operauons reyuired
�vithin thc I)istrict is cictcrminccl 1��� (;it�� staft, but is �ericr�ll�� schcdulcd�vcckl��.
Landseape Water— 1'ulitt•c<>st tc> furnish �varer required fc>r landsca}�e irrigation.
Landseape Eleetrie — l'cilin- cosr fc�r furnishin�; of electricit}� required for the �perat.ic>n of
thc irri�atic>n s�-srems �nd �rnamcntal lightins;.
Landscape Repairs — '1'hi, item includes rc�airs that arc not n<>rmall�• includ�d in thc
�•earl�• rnaintet�ance coiitract costs. '1'his ma�• inclucle repair of damaged amenities eiue tc�
��andalism and stc�r�ns. Planned upgrades ma}� alsc� be includeci. '1'hese u�grades ina�• inclucie,
but arc not limitc:d tc>, replacing rlant tnatcrials or rcn��•ati�ti of irri�ation s��stcins.
Lighting — "I'he furnishin�; <�f electricit� reyuired fc�r the operltion and maintenance of the
li�;},tin� f;�cilities (�arking lot lightin�;, incluciin� but not limitcd tc>, bulbs, tixtures, }�c�lcs,
�virin�, anci elecrrical ener�t�). 'l�he Cit�• cc>nrracts for the furnishing oF its ciccrricih� for
li�;htin�;, �vhich inclucie� normal maintenance ancl bulb re�lacement. This cost does n�t
includc rcl�airs or rc�laccmcnt of dama�;ed f�ciliucs duc to�-�lll(jalism, accidents OP SIOI'TI1S.
Sweeping Services — �t'eekl�� cleaning of the parkin� lot ancl �utters using a contractc:d,
mcchanizcd scrvicc.
Parking Lot Maintenance — Includcs all re�ularl}� schcdulcd labor, matcrial, ancl
cqui�mcnt fc�r }�atchin�; of as�halt, slurr�� scalin�, and parking lot striping reyuircd to
properl�• tnaintain anci ensure the satisfactorS- conditi<.m �f the �arkin�; lot and a�purtenanr
facilities. '17-ie frequenc�� and specific mainrenance o�erations reyuired within the l�istrict is
determined U�• (;in' staff, but slurr�' sealin� and parkin� lot striping are �enerall�• scheduled
annuall��, �vhile �atching of as��halt is J�erfc�rmed �n an as-needed basis. I'arl:ing lot
maintenance for slurr�� sealing and parkin�; l�t striping �vithin the llistrict is cc�titracted f�r
sen�ice on a re�ular basis, �uhile �atching c�f as�halt ma}� be perf�rmed b�� Cih• staff or
contractcd for scr��icc as nccdcd.
Solid Waste Removal Services — '1'he furnishing of bins and bi-�veekl�• colleccion of s�lia
u�aste The Cin- contracts �vith a �vaste hauler for this ser�•ice. Onl�• de��elc�pec] �roperties
(�vith a structure) recei��e special benefit frc>m tliis ser�•ice and are assessed for this ser�•ice.
( NDIRECT BENEFIT COSTS
D15trict Aclmintstratzon — Thc cost to all dcpartmcnts and staff of the Cit��, for }�rcn�iciin�;
the coordination of I�istrict scr��ices, c��erauons and maintenance of the I�istrict, response to
�MuniFinancial P�rge 13
City nf I'nlm De�ert Precirle�rt'>P/rrzrr 1 PBID Renez�vrl
Euginc�er';Report
FY 2008/?OC9
��ublic a>riccriis and cc�ucatioii, ancl pr���ccclur�s ass��ciat.cd �vith il�c lc���� and c��llcction ��C
asscssmcnts. ']'his cc�st �tlsc> inc:ludcs cc�niractin� with ��rc>fcssicmals tc� ��rc�vicjc aciclitic�nal
aclministrati�•c, lc�;al, c>r en�inccrin�; sci�•ices s��ccitic tc� thc l�istrict.
Corsnty Administration Fee — '1'his ls tEle aCCll�t� Cc�st tc> t��e I�IstrlCt �c�r tl�c' (.,c�Ul�t�' ic>
cc>llcc� I�istrict asscss�ncnts c>n thc �ropert�� ta� bills. '1'his char�;c is basccl on a flat ratc �cr
fund nwnbcr.
County Per Parcel Fee — 'i'his is che cc�sc tc> �h� Uisu•ic� f�r ihc C<�un��� u� collc:cc
a�scsamcnts �n thc propert�� tax bills. '1'his chars;c is on 1 }�cr asscssmcnt basis, 1t S(1.3�i ��cr
asscssmcnt, and is in aclditicm t� thc Count�•.ldministration I�cc.
Miscellaneous Expenses — This is 1 EllIl(j f<�r aclditional costs related to District
administraticm including required formation, dc�cumentation, recordat.i�n, and legal fec�.
Reserve Fund Colleetion "I'he Reser��e I�unci }�r�>��ides for collection of funds t� c�perate
the District from th� time �eriod of Jul�• 1 (be�inning of the I�iscal �'ear) through �anuar��
��hen the Cc�unn� (�ro�•ides the (;it�• u�th the first installment of assessments cc>llected frc�tn
thc prc�pert�� t1� bills. Thc Rcscn�c I�und eliminatcs thc nccd for thc Cit�� to trinsfcr funds
from non-Uistrict accounts tc> pa�� for I�istrict chargcs durin�; the first half c�f nc� tlscal �•c:ar.
'I'he Reser��e I�und ma�� alsc� be used t� <�ff�et ati}� unfc�reseen costs such as repairs, le�;al fees,
rc:�-enue deticits, or increased cc�sts due to inflation or contractual agreements ihat are �;relter
than ori�;in�ll�� �lanncd.
LEVY BREAKDDWN
Total D2strlct Costs —"l�his is thc sum tc�tal of all budgetcd Dircct and Indircct costs.
Anticipated Deftett/Surplus — 'I'his item ma�� include anticipatecl c�sts of the l�istrict that
exceed the amount to Ue collecteci. '1'his item also reflects be�innin� balance deficits. �t'hen
the actual c�st and expenditures for the I�istrict are greater than the amount budgeted anci
collected in the E�rior fiscal }•ear, the I�ist.rict has a I�eginnin� F3alance Deficit. This dc:ficit
ma�• be the result of unforeseen and extrac�rciinar� costs incurred, or assessments actuall�•
cc>llected being less than anticipated. �\'hen a deficit c>ccurs, the deficit amount ma�• be acicied
to the amount to be cc>llected through the le�-�� for the current fiscal �•ear or recovered
rhr<>ugh u�c c�f nc� Rescr��c I�und.
�t'hen the actual costs and espenditures for the llistrict are less than the amc>unt budgetc:d
and collected in the rri��r fiscal ��car, the I�istrict has 1 lieginning Balance Sur�lus. ��'hen a
surplus occurs, the amounr m��• bc used to reduce assessments for the fc>llc>�viii�;��ear or ma��
bc addcd to thc Rcscn�c f uncl.
Other Revenue Sources — '1'his item ma�• indude additional fuiids ciesi�;nated for use b��
the District that are not fr<�m llis�rict assessments. These funds are added to the llistrict
account 1nd ma}� be added to the Resen-e }��und or used to reduce asse5sments, and m��• be
from either non-llistrict or l�istrict sources includin�; Cit}• General I��und Contributions or
interest clrnings on the Rescr�•c I�unci.
��U�11Fin�cia! Page 1=l
City of Pnl»t Desert 1're�ide�rt'�Plrtzct/1'BID Ke�eezr;rrl
Engine��r's Report
f'Y 20C3/�OC9
Contribution Replenishment — 'Ch�� c,'��„rril�uii�n IZ���Icnishm�n� re��r��sents repa��n�cnis
of ain�>unt� that had ]�ccn icmEx�raril�' ad��sinccd b�� ihc (:ih� ro crn�er c��sts ass��ciat�d �vith
thc imE�rc���ci�icnt;. , ,
Balance to Levy-7'his is the toral amount tc> Ue le�-iecl ancl collected thr<>ugh assessmcnts
ti>r thc currcnt fiscal ��car. '1'hc 13alancc tc� ].c���� represcnts thc sum c�f"I'c�tal L)ircct (;c>s�s,
Iiidirect Cc>sts, IZe��enue I�eficits, Other Re��enue S<�urces, Re�•enuc tiur}�luses, ancl
Cc�ntributic�n Rc}�1c��ishmcnts,
D15TRICT STATISTICS
Total Number of Parcels —'1'he t�tal number of�arcels �vithin t.he District.
Total Parcels Levied — "1'he tc�tal numbcr of parccls �vithin the I)istrict ihat �vill bc
assessed. Nc>n-assessed lots or �arcels include easements, cc�tnmon areas, and �arcels �vithin
the boundaries <�f the I�istrict that currenth do not benefit from the im�ro�-ements.
Total Br�ilding Square Footage — "I'his is thc sum total of thc I�UII(�lil� syuarc footagc
ap�licd [o parcels within thc I�istrict.
Total Parking Lot Front Footage (parking lot) — This is che sum total of thc parking lor
frc�nt footage ap�lied to�arcels ��7thin the District.
Levy Rate per Sguare Foot — '1'his amount represents the IZate bein� applieci tc.� each
�arccl's indi��idual buildin� sc�uarc f�otagc (calculation of each �arccl's proporuonatc shar�
of rcfusc collection costs). "1'he ].c�-�- Rate per S9uarc f�oot is the result of di��idin� the
�stimated total rcfusc c�st f�r that ��car b�� thc sum of thc I�istrict's Total I�uildin� Syuarc
I�oota�e. "1'he rate is calcul�ted t� three decimal places.
Levy Rate per Front Foot — 'l�his lmount rcprescnts the Ratc bcing applied to cach
j�arccl's inciividual parkin�; lot front Foota�c (calculation of nc� parccl's prc>portionatc sharc
of parking lot maintenance costs). The I.e«• Rate �er Front I�oot is the result of di��idin� the
csumatcd rotal �arkin� lot costs for that ��ear b�� thc sum of thc llistrict's 'I'c�tal Parl:ing I,ot
I�'ront Fc�ota�;c. '1'he rate is calculated tc� three decimal places.
Levy Rute for Indirect Costs — 'I'his amount represents thc percentage applicd to cach
parcePs I�irect Costs to deterrnine the �areel's proportiotiate share of the 1IT70UIIt t� be
assessed for administrative expenscs and Reser��e I�und Collection. :1 maximum rare of
fiftcen percetit (l�`o) has becn establishcd. It is anticipated that the maximum amount «711
be cc>llected each ��ear in order t�� establish and maintain a reasonable Reser��e I�und.
DISTRICT BUDGET
'1'he Uistrict I3udget shown on the follo�ving page (Table 4) lists the est.imared costs of
pro��iding the ��arious impro��ements and ser��ices. The costs and the resulting rate for each
F�isc�l Year is basecl on the estimated costs to provide the impro��ements and ser��ices that
�•ear. 'I'he }�rojected annual costs anticij�ated ���er the five-}'ear duration of the District
assessments ha�-e been calculated based on an annual inElationan• factor of three }�erccnt
(3°%,) Erom thc first fiscal }�car. f Io�ve��er, this intlation factor does n�t mcan the assessmcnts
�MuniFinanCia! ��gt 1S
Citl•of P�rLu 1)��:c>rt I'rE�sfde�tt'.�Plrrzrr 1 PBID Rt�ue�z�al
Engl�teer'.�Repor7
F�'2C08/2CC9
��ill incrcasc sUIIIU<<ll� b� tl,rcc ��crccnt (3°��). 'I'hc c�wncr;' as�c�ciaticm a���x>intcd l�� ihc Cit�-
C�>uncil, «�ill atittuall�� i•c�•icw thc: I�istrict a�sts and n��akc rcco�nmenc�ati<.>ns fi�r au�� chan��c�
<�r ,icljustmcnt� tc� the buclgct. Cha�igcs t�o thc huci�ct, a>ulcj result in ch�n�;cs t�> thc annual
asscssnic�it, but thc re�ultin�; tc�tal assesstnent ina�� nc�t esceed the mfla1171Ui11 rates
cstablishcci in diis Rcjx�rt «�ithc�u� flrst <>l�tainiii� ��rc>��crt�- o�vner a����rc>�•al thr��u�h
asscssmcnt ballots.
Table 4: Five Year Budget
Maximum Proposed Assessment for Fiscal Years
Budget Item FY 2008-09 FY 2009-10 FY 2010-11 FY 2011-12 FY 2012-13
Direct Benefit Costs
Landscape Maintenance Costs $ 5,912 $ 6,090 5 6,272 S 6.461 $ 6.654
Landscape Water 4,637 4.776 4,919 5,067 5,219
Landscape Electric - - - - -
Landscape Repairs 4.057 4,179 4,305 4,434 4,567
Miscellaneous - - - - -
Lighting 11.593 11,941 12,299 12,668 13,046
Sweeping Services 4,637 4,776 4,919 5,067 5,219
Parking Lot Maintenance 10.000 10,300 10.609 10.927 11,255
Subtotal of Senrices based on parking lot front footage $ 40,837 $ 42,062 5 43,324 $ 44,623 $ 45,961
Solid Waste Removal Services 119.405 122,987 126.677 130.287 133.753
Subtotal of Services based on building square tootage $ 119,405 $ 122,987 5 126,677 $ 130,287 $ 133.753
Direct Benefit Subtotal $ 160,242 $ 165,049 $ 170,001 $ 174.911 $ 179.714
Indirect Costs
District Administration 11,012 11,252 11,500 11,746 11,986
County Administration Fee 139 143 148 152 157
County Per Parcel Fee 15 15 15 15 15
Miscellaneous Expenses 4,858 5,094 5,337 5.578 5,814
Administrative Subtotal $ 16,024 $ 16.505 $ 17,000 5 17,491 $ 17,971
Reserve Fund Collection(5%) 8.012 8.252 8,500 8.746 8.986
Indirect Cost Subtotal $ 24.036 $ 24,757 S 25,500 S 26,237 $ 26,957
Lew Breakdown
Total Direct and Indired Costs 184,278 189.807 195,501 201,147 206,671
Anticipated Deficit or Surplus - - - - -
Other Revenue Sources - - -
BalancetoLevy 5 184,278 $ 189,807 $ 195,501 5 201,147 $ 206,671
%increase 11 25% 3 00% 3 00% 2 89% 275%
Amount Balloted
DisMct Statistics
Total Parcels 46 46 46 46 46
Total Parcels 7o Levy 42 42 42 42 42
Total Builtling Square Footage 288,900 288,900 288,900 288,900 288.900
Total Front Footage(Parking Lot) 3,735 3,735 3,735 3.735 3,735
Levy Rate per Building Square Foot $ 0 4140 $ 0.4260 3 0.4380 S 0 4500 3 0.4620
%increase 3 24% 2 90% 2.82% 2J4% 2 67%
Levy Rate per Front Foot $ 10.9340 $ 112620 $ 11 6000 $ 11.9480 $ 12.3060
%increase 36 40% 3.00% 3.00% 3.00% 3 00%
Levy Rate for Admin/Reserves 15.00% 15 00% 15.00% 15 00% 15.00%
Reserve Fund Balance
Previous Balance 59,721 67,733 75,986 84,486 93,231
Ending Balance 67.733 75.986 84.486 93.231 102 217
Maumum annuai assessments la Grtect cosis antl Gistnct anG county atlminist2hon br FY 2008-09 are increasetl by 3%hom t�e previous Fiswi Vear for each year except for
FV 20112012 antl FV 20ty20t3.where tne Cvect msts are mcreaseG iess t�an 3%p
'�'InOneq cosis are calculatea as 15%oltluect casts
"'Fv 2008i2009 distnct adminisiroUon costs are calculateC as 5%of tived costs plus 53 OOO for Gistnct atlmimstrauon consutting serv�ces
Sources C�y of Palm Desert.MuniFinanual
�MuniFinancial Pagr 16
Cit}�nf 1'alm De�ert 1'recide�nt'.Plaz�r 1 PBID Ke�:��u�nl
Enginec�r's Repurt
f��'20�h/2C09
APPENDIX A -BOUNDARY MAP
'I'he 13c,undar�� �lal� ic�r the 1)istrict is c>n the follo�vin� pas;e ane� is inclusi�-e c�f all J�arce•ls
identified e>n the C:c>uiit� c�f IZi�•erside :lssessc�r's Parcel I�faps as I�c>c>k (i27, Pa�es 212, ?21
anci 222. '1'hc Roundar�� 11a�� ���ill bc kc��t c�n tllc �vith thc Ciri� Clcrk <>f d�c (;it�� <>f Palm
I)cscrt. I�or the Public I Icarin�; cm this l�istrict, thc I�inal I�;ngincc�'s Rcpc�rt «till ccmtain an
_lsscs�mcnt llia�;ratn.
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E'ngineer-'s Re�port
F'Y 20�8/2009
APPENDIX B - PARCEL LEVY INFORMATION
'I'hc fc�llo�ving�arccl information includin�builclin�; syuarc foc�tagc lncl front f<�ota�c is uscd
in cakulacit��; cach E�arcel's ��r<>�x�rtic�natc sharc ��f�11 I)isirict (.;c�sts.
Parcel Information
Parking Front Building
Asmt Assessor Footage for FY Square Feet or
No. Parcel Number Situs No. Situs Street 2008-09 FY 2008-09
1 627-212-002 73669 NIGHWAY 111 50 3,900
2 627-212-003 73677 HIGHWAY 111 200 8,700
3 627-212-004 73640 EL PASEO 170 12,100
4 627-212-005 73690 EL PASEO 50 8,200
5 627-212-006 73660 EL PASEO 50 5,800
6 627-212-009 73731 HIGHWAY 111 100 8,500
7 627-212-010 73625 HIGHWAY 111 220 21,000
8 627-212-011 73759 HIGHWAY 111 50 4,800
9 627-212-012 73670 EL PASEO 100 10,200
10 627-212-014 73700 EL PASEO 50 3,200
11 627-212-015 73730 EL PASEO 50 5,000
12 627-212-017 73722 EL PASEO 50 2,400
13 627-221-001 73710 EL PASEO 50 5,000
14 627-221-002 73741 HIGHWAY 111 50 4,800
15 627-221-004 73851 HIGHWAY 111 50 3.300
16 627-221-008 73801 HIGHWAY 111 225 1,600
17 627-221-009 45145 SAN LUIS REY 215 18,200
18 627-221-010 73740 EL PASEO 50 5,300
19 627-222-002 73861 HIGHWAY 111 50 3,300
20 627-222-003 73965 HIGHWAY 111 50 4,700
21 627-222-004 73891 HIGHWAY 111 100 6,700
22 627-222-005 73900 EL PASEO 50 5,100
23 627-222-008 73920 EL PASEO 50 5,000
24 627-222-014 73750 EL PASEO 50 4,600
25 627-222-015 73930 EL PASEO 50 5,200
26 627-222-021 73873 HIGHWAY 111 50 3.000
27 627-222-024 73845 HIGHWAY 111 50 4,400
28 627-222-025 50 3,800
29 627-222-026 73910 EL PASEO 50 5,000
30 627-222-027 73981 HIGHWAY 111 50 3,900
31 627-222-028 73890 EL PASEO 100 9,900
32 627-222-029 73940 EL PASEO 50 5,000
33 627-222-030 73833 HIGHWAY 111 150 8,200
34 627-222-034 73925 HIGHWAY 111 100 6,300
35 627-222-038 50 5,000
36 627-222-041 73950 EL PASEO 50 4,800
37 627-222-044 73941 HIGHWAY 111 100 7,800
38 627-222-048 73990 EL PASEO 140 13,300
39 627-222-052 73885 NIGHWAY 111 75 5,900
40 627-222-053 73970 EL PASEO 100 15,000
41 627-222-055 73820 EL PASEO 250 11,700
42 627-222-058 73993 HIGHWAY 111 140 9,300
Total 3,735 288,900
-- ._ .__. _.. . -- --.. . _.-
---- Page B-1
�MuniFin�cial
City nf P�rint Uecert Pre�irl�°►it's Plrrzrr I PBID Xe�rc��z�al
f_'ugineer'.�Re�purl
F}'2C08/Z009
APPENDIX C -ASSESSMENT ROLL
1'�rccl icjcntificatic�n, ti�r cach lc�t c>r parcel �vithin thc I�istrict, sh111 hc ilic ��arccl as shc>�vii
c>n dic (:<>unt�� ;\sscssc>r's \Iar fc�r the }�car in �vhich thi� Rc��c�rt is ��rc}�arcd.
'l hc :lsscsamcnt Rc�ll, which inclucic� a li�ting c�f assc��c>r ��arccl� assc�sccl ��•ithin thi�
l�istrict, along�vith thcir asscssrncnt amc>unts,is shcn�-n in Table 5 on ihc Collowin�;pagc.
-- -_ _..-- _ _ ---
--...--- 1'�rgc�C-1
�MuniFinancial
City of Prtlrir Decert Preside�tt's Plaza 11'BII�Ke�reu���l
Euginecr'..Repor7
F2'20v^8/2009
Table 5: Assessment Roll
Parking Front Building Total
Footage Square Feet Indirect Costs Assessment
Asmt Assessor Assessment for FY Assessment Assessment for FY 2008-
No. Parcel Number Situs No. Situs Street 2008-09 for FY 2008-09 for FY 2008-09 09
1 627-212-002 73669 HIGHWAY 11� 5 546.70 $ 1,614.60 $ 324 20 $ 2,485.50
2 627-212-003 73677 HIGHWAY 111 2,186 80 3,601.80 868.30 6,656 90
3 627-212-004 73640 EL PASEO 1,85878 5,009 40 1,030.22 7,898 40
4 627-212-005 73690 EL PASEO 54670 3,394 80 591.22 4,532 72
5 627-212-006 73660 EL PASEO 546 70 2,401 20 442.18 3,390 08
6 627-212-009 73731 HIGHWAY 1�1 1,093.40 3,519 00 691 86 5,304 26
7 627-212-010 73625 HIGHWAYI�1 2,405.48 8,69400 �,664.92 12,764.40
8 627-212-011 73759 HIGHWAY 111 546.70 1,987 20 380.08 2,913 98
9 627-212-012 73670 EL PASEO 1,093.40 4,222 80 797.44 6,113 64
10 627-212-014 73700 EL PASEO 54670 1,324.80 280J2 2,152 22
11 627-212-015 73730 EL PASEO 54670 2,070 00 392.50 3,009 20
627-212-016
12 627-212-017 73722 EL PASEO 546.70 993 60 231.04 1,771.34
�3 627-221-001 73710 EL PASEO 546.70 2,070 00 392.50 3,009.20
14 627-221-002 73741 HIGHWAY 111 546.70 1,987.20 380 08 2,913.98
15 627-221-004 73851 HIGHWAY 111 546.70 1,366 20 286 94 2,199 84
16 627-221-008 73801 HIGHWAY 111 2,460.15 662 40 468.38 3,590.93
17 627-221-009 45145 SAN LUIS REY 2,350.81 7,534 80 1,462.84 11,368.45
18 627-221-010 73740 EL PASEO 546 70 2,194 20 411 14 3,152 04
627-221-011
19 627-222-002 73861 HIGHWAY 111 546 70 1,366.20 286.94 2.199.84
20 627-222-003 73965 HIGHWAY 111 546.70 1.945 80 373.88 2,866.38
21 627-222-004 73891 HIGHWAY 111 1,093.40 2.773.80 580 08 4,447.28
22 627-222-005 73900 EL PASEO 54670 2,111.40 39872 3.056 82
23 627-222-008 73920 EL PASEO 54670 2,070.00 392 50 3,00920
24 627-222-014 73750 EL PASEO 546.70 1,904.40 367 66 2,818 76
25 627-222-015 73930 EL PASEO 546J0 2,152 80 404 92 3,104.42
26 627-222-021 73873 HIGHWAY 11� 546 70 1,242.00 268.30 2,057.00
27 627-222-024 73845 HIGHWAY 111 54670 1.821 60 355.24 2.723 54
28 627-222-025 546.70 1,573.20 31798 2.437.88
29 627-222-026 73910 EL PASEO 54670 2,070.00 392 50 3,009.20
30 627-222-027 73961 HIGHWAY 111 546.70 1,614.60 324 20 2.485 50
31 627-222-028 73890 EL PASEO 1,093.40 4,098.60 778 80 5,970 80
32 627-222-029 73940 EL PASEO 546.70 2,070 00 392 50 3,009.20
33 627-222-030 73833 HIGHWAY111 1,640.10 3,394.80 75524 5,790.14
34 627-222-034 73925 HIGHWAY 111 1,093 40 2,608 20 555.24 4,256 84
35 627-222-038 546.70 2,070 00 392.50 3,00920
36 627-222-041 73950 EL PASEO 546 70 1.987.20 380.06 2,913.98
627-222-042
627-222-043
37 627-222-044 73941 HIGHWAY 111 1,093.40 3,229.20 648.40 4,971.00
38 627-222-048 73990 EL PASEO 1,53076 5,506 20 1,055.54 8,092 50
39 627-222-052 73885 HIGHWAY 1'11 820.05 2,442.60 489.40 3,752.05
40 627-222-053 73970 EL PASEO 1,093.40 6,210 00 1,095 52 8,398.92
41 627-222-055 73820 ELPASEO 2,733.50 4,84380 1,13660 8,7�3.90
42 627-222-058 73993 HIGHWAY111 1,530.76 3,85020 80714 6,18810
Total S 40,838.49 s 119,604.60 E 24,066.44 S 184,509.53
"'Due to rountling.totals may not add up ro 5184.27821.
Sources Rrvers�de Courny Secured Rdl.MuniFlnanGal
�MuniFn�aal �"xe c-2
CITY OF PALM DESERT
,i
PRESIDENT'S PLAZA I PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT
RENEWAL
MANAGEMENT DISTRICT PLAN
FISCAL YEARS 2008/2009 TO 2012/2013
Tntent Mccting: Ma� 22, 2008
I'ublic Hcaring: July 10, 2008
�MuniFinancial
Corporate O�ce Office Locations
273G�i�'ia lndustria .lnaheun,C.1 Oakland,C.\
Suitc 11O I.ancaster,C.\ I'hocni�c,_1"Z.
"1'etnecula,C.� 92590 Los_ingeles Regional<)ffice Sacramento,(:.\
'I'el: (9�1) �8%-3:i0O Scattle,\�'.1 San Uicgo,(:_�
�i��i: �s��o� ���-�i���i ��s�,��
I�ax: (9�1) �8�-351O
ww�v.muni.com
TABLE OF CONTENTS
OVERVIEW............................................................................................ 1
Introduction �
Formation �
DESCRIPTION OF THE DISTRICT .............................................................. 3
District Boundary 3
Improvements and Activities 3
Special Benefits of the Improvements and Activities 4
METHOD OF APPORTIONMENT ................................................................ 6
Method of Apportionment Rationale 6
Parking Lot Improvements and Services 6
Solid Waste(Refuse)Collection Services 6
Method of Apportionment Calculations 8
Apportionment of Direct Costs 9
Apportionment of Indirect Costs 11
Total Annual Assessment �2
Annual BudgetAdjustments 12
DESCRIPTION OF BUDGET ITEMS ..........................................................
Direct Benefit Costs 13
Indirect Benefit Costs 13
Levy Breakdown 14
District Statistics 15
District Budget 15
APPENDIX A —BOUNDARY MAP..........................................................A-1
APPENDIX B — PARCEL LEVY INFORMATION..........................................B-1
APPENDIX C —ASSESSMENT ROLL .....................................................C-'I
�MuniFinancial P`r��i
City of P�rint I�e�ert Pre�<idext'.c Plarrr 1 PBID Re�rrzt,�crl
.Mrr�ragc�naent District Plrru
F'Y 2008/2C09
❑VERVlEW
( NTRODUCTION
"I'he (:it�� of I'alin Dcsere ("Cin'') fc�rmed and established the President's Plaz� I 1'rc>��crt�
anc� 13usiness Imprc>vement ,lssessment l�istrict ("District") be�;inning in I�iscal Year
1998/1999 to �re���idc im�rcrvements and acu��ities that confer s�xcial benefits upon real
��rc�rern� �vithin the boundaries of the I�istrict. 'I'he 1)istrict �vas established and le�•ied
(�ursuant t� Pro(�ert}� and I3usincss lmpr<�vcmcnt District La�v of 199�, Part 7 of lli�•ision 18
c�f the California Streets and I Iighway's C�de (the .1ct). I'ursuant to the ;1ct, propert�� c>�vners
�vithin thc llistrict submittcd a signcd I�ctition rcyucsting formatic>n of the Disirict. Thc
llistrict �vas successfulh� formcd for a tc:rm of fi�•c ��cars enclin� in Fiscal Ycar 2002/20O3
and successfull}- rene�ved in I�'iscal �'ear 2003/200-� for a term �f fi��e }•ears ending in Piscal
�'ear 2007/2008. F�c�r each term, a maximum assessment �vas 1ppro��ed b}� the �ropexn'
owner� thrc>ugh an asscssmcnt ballot procccdin�;, conductcd accorciing to pro��isions <�f thc
California Constitution ,lrticic XIIID ("Pro�osition 218"). I��iscal Ycar 2007/2008 is the last
�•ear of the term c>f the currend}' existin�; I�istrict. l?nder the E�ro�•isions of the ,\ct, the
propern� <��vners �vithin che llistrict ma}• ren�w rhe District for a masitnum term of ten (1O)
}�ears. '1'he rene�val process is the same �s that �t the original formation. 1'ursuant t� the �1ct,
the Cih� �rc�poses tc� annuall�� lev�� and collect assessments to pr��•ide fundin�; for
im�rcn•em�nts and acti��iues authorized v�-ithin the llistrict for a period of fi��e �•ears (I�iscal
Ycars 2008/2009 through 2012/2O13).
'1'his I�Ianagemc:nt llistrict Vlan ("Plan") describes the llistrict, im�ro�-c:ments and acti�•ities,
method of apportic�nment, the proposed assessments for the current fiscal ��ear, and the
maximum assessment �rc>posed for the five-�•car duration of the rencwcd District. "1'hc
pr<�J�c�seci asscssmcnts arc based on the estimatcd cost to pro��ide thc impro�-ements,
acti��ities, and o�erations that pro��ide a ciirect and special benefit to �ro�erues �vithin the
l�istrict. 'I�he costs of impro��ements, acti�•ities, and �peratic�ns include all expendittires,
cieficits, surpluses,m�•enues, and resen�es.
"('he �vord "pr�pert}�," for the purp�ses of this Plan, refcrs to rcal propertS• situated �vithin
the llistrict, and identified as an incii��idual propertt• or parcel assi�ned its o�un ,lssessc>r's
I'�rcel Number (:1PN) b}' the County� c>f Riversicle _3ssessor's Office. "1'he Counh• of
Ri�•erside .�uciitor/Controller uses �1PNs to identif�- on the tax roll parcels and properties
assessed for taxes, special assessmetits, and fees and char�es.
FORMATION
;1 �vritten petition of the pro�crn� o�vners within thc llistrict, representing more than :i0
�crcent of the proroscd assessment t<� be le��ied must be submitted to the Palm Descrt (;ih'
Council in order to proceed �vith the l�istrict formation. �lfter the reyuired signatures have
been gathered, the (;in' Council ma�� initiate proceeciings fe>r the rene�val of the llistrict b��
adopting a resolution cxpressing its intention to form/renc�v thc llistrict. 'I'he resolution of
intention �vill refcrcncc thc �1ana�cmcnt District Plan and the f.;n�;ineer's Report, and �vill
�MuniFi�anaal P`�gY �
City nf Pal»t De�ert Pre��ide�nt'.�P/aza 11'BID Kc>>re���rl
1Nmtrrg�rnte�nt District Plrrn
1�}'�OOS/2C09
��r���•ide n<�tice ��f the ti�tie ancl place �>t a hublic hearin� c>n ihe re-establishmenr <�f nc�
1)Itill'ICl SU1C� �C\'\" Of 1titiCtititllCtllti.
\\�ithin 9(1 da�•s c�C adc�l�tin�; thc resc�lutian of intcnti<�n, thc (;in� Cc�uncil nia�� hc�l�i a }��iblic
hcarin� on the mattcr, and cause� n<�t.icc to bc ��ro��ided to the proj�ert}� <>�vncrs ��ursuant to
Scctic�n :i-195-4.G <�f thc C�c��-crnmenc Cc.�cic. :�s�csstnctit ballots (��rc�pert�� o«-ncr ��rc>tcst
ballots) �voulci bc mailed to cach E�ropert}� ���vncr at lcsist �� da��s j�rior tc> thc pul�lic hearin�
��ursuanr tc>Article XIIID of the California Constitution.
.1t rhe J�ul�lic hearin� the Cit�- Cc�uncil ma�• pro��idr ihe ��ublic ancl prc�}?erri� ��vizers an
c�pportunit� ic� ��rc>�•ide c�ral }�rotests and �vritten j�rc�tests prior to the adoE�tion of the
�tana�;cment llistrict I'lan ancl thc I�:nginccr's Rcport. Pursu�nt tc� thc CaltfoYnta
Constttution Article XIIID, thc: City Council �vill tabulate �ro��crn' �wner assessment ball<�ts
recei�-eci frc�m propert�� o�vners in <�rder to determine tivhether majc�rit}- pratest e�:ists. "1'his
tabulation �vill occur aftcr the closc�f thc Public Hcarin�.
If ihc ��ro�crri• <nvners a��ro�•c thc rcne��,�11 of the District 1nd im�osition of ne�u
asscssmcnts, thc Cit�� Council ���ill app�int an rnvncrs associati�n for thc District. 'I'his
o«mcrs association shall makc rca>mmendltions tc> thc Citti� Council rc:garding thc
espcnditures of re�-enuc dcrived from the Ic���• of asscssments and on the classification <�f
propertics as arrlicablc. :\t lcast one member of the owners �1SS(�C11[lOtl shall be a busincss
licensee �vithin ehe llistrict whc� is not a prc��ert�• holder «-ithin the District. 'I'his owners
associatic�n shall cause to be prepared � re�ort each fiscal }�ear for �vhich assessments are tc.�
be le��ied and collected. Said annual rep<�rt shall be filed with the Cih' Clerk and shall cc�ntain:
ati�� }�ro��osed changes to the di�trict boundar�; the impro��emecits and acti��ities to be
pr<n�ided that ti•car; the cstimated msts for that ��car; thc meth�d of assessmenr, the am�unt
of 1m� surplus or dcficir, and c�ntributions from other sourccs. Thc: Cih- Council mati�
appro�•c thc rcp�rt as subinittcd or as modificd.
��Ul1lFinancial Prrge 2
Cfty oj���1»�n�;��rt !'re�ide�rt'c Pl�rza 1 PBID Rene°z��nl
.Mmta���nte�,tr nt<r,����r P1�,1
F}'2005/2C09
DESCRIPTION OF THE DISTRICT
DISTRICT BOUNDARY
'1'hc l�istrict con�is�s �f all I�arccls locatcd in thc cc�mmexcial busincss arca kno�vn as thc
I'resicient's 1'laza I �vithin the (:it�� c>f I'alm I�esert, C�unt} of Ri�•erside. '1'he l�istrict
indudes forn'-nvc> (-42) assessed commercial �arcels anci three (3) non-assessecl parking lot
��arcels ancl c�ne (1) nc>n-assessed easement/�valk���a�� parcel.
The bc�undan' of thc: Pro�osec] l�istrict and the parcels therein are located South c�f I'altn
I�esert llri�-c at Hi�;hwa�� 1]1; North of I�:l Pas��; ��'cst c>f P�rtola rlvcnuc; and I�;ast oC
I,arkspur I.,ane. I'resident's 1'lara I is commonh� referred to 1s I'residcnt's Plaza Fast (thc
arca cast �f San I.uis Ite�� :lvenuc); and President's Plaza �\'est (the arca�vest c>f Sa�i ],uis Re��
,���enue) located tvithin the Uoundaries of the I�istrict.
IMPROVEMENTS AND ACTIVITIES
[n an effort tc> enhance and impro�•e business opportunities and the appearance of the lrea
kno�vn as the President's Plaza J, the Citti• pro�-ideci funcis for the reno�•ation and ca�ital
impro��ement of the parkin�; lot and landsca(�ed areas relared to this commercial business
center. In conjunction �vith this reno�•ation, I�resident's Plaza I Propert�� and 13usiness
Im�rovement I�istrict was formecl in 1998 to �ro��ide and ensure the continued maintenance
of the impro�•ements aftcr thc rcnovations had becn c�mpleted. In 2003, thc rropern•
o�yners renc�vcd thc l�istrict for a fi��e (5) ��ear term and the assessments that «•crc le�•icd
continued to }�rrn-ide fundin� f�r ihis maintenance. Sh�uld the District be renewecl for
another fi�-e (�) }�ear term, the assessments generated will continue to �rovide the necessan•
re��enue for the maintenance.
It has becn dctcrmincd that thc �ro�crdcs ��•ithin thc llistrict and thc busincsscs associatcci
���th those �r�perties recei��e s}�ecial and distinct benefits from the impro�-ements and
acti�•ities t� be funded throuph the assessments. "1'he impro��ements include the necessar��
acti��ities, ser��ices, ��eration, �dministration, and maintenance requirc:d tc� keep the
im�rovements in satisfactor�� conciition includin� labor, material, and equirment. "I�he
services ma� include but �re not limited to regular maintenance, replir, removal or
rcplaccmcnt of all or an�� part of thc impro��cmcnts incluciing rcrno�•al of trimmin�;s, rubbish,
debris and other solid �vaste; the cleaning, sandblasting, and rej�ainting of �valls and othcr
im�ro�•cmcnts to rcmo��c or covcr �raffiti; pro��iciing for thc gro�vth, hcalth and l�cautt� �f
laiidscapin� �nd li�hting incluciing culti��ation, trimmin�, spra}�ing, fertiliiing or treating f�r
disease �r damage as well as suppl}�ing necessar}� irri�ation and electrical ener���. T�he specific
impro��cmcnts and acti��itics includr.
• Parking lot landscaped areas: incluciing, bu� n�t limited �o, ground co�•cr,
shrubs, trecs, plants, irrigation 1nd draina�c s�•stcros and associated appurtenant
facilities;
• Parking lot lighting facilities: including, f�ut not limitcd to, bulbs, fixtures,
polcs,�virin�;, and cicctrical cncr�,n-; �nci,
�Mu�iF�ancial P`��`.3
(;ity u`Palm Desert I're�side�nt'.�Plaz�r I PBID Kenr��al
Ma,ragente�t!District 1'lan
F'Y?OOS/2009
• Debris removal: incluclint;, but nc�t limirecl rc�: sc,licl �vaste cc>nrainers, rcfu�c
a�llccticro scr�•icc•, anci re�;ular n�cch�inical swcc��in�; c�f thc ��arkin� lc�t.
'1'hc a�sts assc�ciatccl with thc impro��c►ncnts arc cyuitabh� s��rcad ain��n� all bcnchtin�;
parccls �vithin thc l�istrict utilizin�; ihc mcthcxi c>f apportionincnt �lcscribccl in th� I�Iethc�d c�f
:\���x�rtic�nm�nt scctic�n c�f this Rcport. 'I'hc ic�tal funds collcctccl shall be dis��crsccl aiici tisccl
Cc�r onl�- thc scr�-iccs and ol�cratic�ns pro��idcd to thc I�istrict.
SPECIAL BENEFITS OF THE IMPROVEMENTS AND
ACTIVITI ES
:�ll assessed proE�erties �vithin the District receive s}�ecial benefits frotn one or more of the
im��ro�-etnents and activities fu�lded through the l�istrict assessments. Specificall}�, lightin�;
and landsca�ing amenities �vithin the parkin� lot, re�ular s�veepin� �f the parl:in�; lc�t, and
rcfusc c�llecti�n scn•iccs and facilitics.
"1'he s}�ecial benefits �f lighting (parking lot lights) are the com•enience, safett-, and securih�
of propert��,improvements, and goods. Specificall��:
1. I;nhanced deterrence of crime and the aid to police protection;
2. Tncreased nighttime safet�� f�r patrons and em�lc�t'ees;
3. ImE�rovccl�•isibilit�� for pcdcstrians and motorists;
-4. Imprcn•ed ingress and egress to pr<�pert�;
�. Reduced vandalistri and �ther crinunal acts and damage to imE�rovetnents ��r
prorertti�;
6. I�:nhanced aesthetic a�j�eal of the parkin� area and the properties that are
associareci�vith the parking area;
7. Incrcascd pr�m�tic�n �f busincss acti�-itics and o�}��rtunitics during nighttimc
hours; and,
8. '1'he special ec�nomic enhancement to die pr�perties and their abilit�� t� attrlct
and sustain business and commercial acti�•in� as a result of the benefits identifiecl
abo��c.
'1'hc benefits associ�ted �vith landscaped islands and meclians within the parkin� lot are
s��ccificall�•:
1. Impro�•ed aesthetic appeal of the parking area and nearb}'parcels;
2. imj�ro�•ed dust c�ntrol;
3. L;nhanced adaptauc>n of the urban environment v�rithin the nawral em•irontnenr,
-1. Improvcd traffic circulation;
�. �1 positi�•e representation of the businesses within the District;
6. Centralized locations for refuse collection facilities;and,
�MuniFinancial P"�e�
City of�Palm Dc�ert President'.�Plazrr I PBID Re�rc°u�nl
Alrrnagenrrxt District Plarr
I�}'200ti/2009
7. "I'hc sj�ccial c�cc>nc»nic cnhanccrnent to ihc E�rc���crtics and �hcir abilitti� ic� atiract
anci sustain busincss ancl c�>tntnci•cial acti�•it�• as a result c>f thc: bencfits icjc�ititiccl
��b�>�•c..
l�chris rcmc>�•al (��arkiti� 1<�t swcc��in�;) atici rcfu�c cc�llcctic�n arc cs�cnt.ial anci r�ccc�sar�
acti�-ities fc�r all J�r��erties—rarticularl�• cc.>eninei•cial properties. '1'hese activit.ies an�1 ser��ic�s
arc l�rc>I�c>sccj tc� bc fundcd thr�u�;h' thc asscssincnts solcl�- f�r thc spccial l�encfit c�f
��rc�i�crtics �vithin thc I�istrict. '1'hc bc:nctlts associatcd�vith thcsc scr�•iccs arc:
l. I?nhanced ae��hetic a����eal of the �arkin� area atid the ��ro��erties that are
associatcd�vith thc parkin�arca;
2. Imprc���cc3 ciust c�ntrol;
3. :1 pc�siti�•e representation of the businesses �vithin the Uistrict; and
-4. :� centralized locatic>n of refuse c<�llec[ion faciliues and a��ailabilih� of the sen•ice
that �vould othcrwisc rcyuirc indi��idual facilitics that could bc cost prohibiti��c
aild ph��sicall�� restrictivc.
'1'hc c�n-going c>�crauon and maintcnancc of thc landsca}�in�, lighting, swccping and refusc
collection sen�ices pro��ide n� measurable general benefit to other pr��erues outside the
boutidaries c>f the l�istrict, or to the �ublic at large. "I'herefc�re, these im}�rrn•ements and the
correspondiii� assessments h1�•e been identified as rr���•iciiiig 1()0°% s}�ecial benefit to parcel�
within thc l�istrict.
�Mu�iFinan�ial P"x� s
(:fty n/�Pal�u Desert 1'resrtle�rt'c Plrrzrr I PBID Rc°nc.t�al
.�lrturtgc°ntc�rrt Di�trict Pla�r
F}'?C�8/Zv^✓9
METHOD OF APPORTIONMENT
METHOD OF APPORTIONMENT RATIONALE
7'hc cc�sts oi thc 1)istrict im��rc��•cmciits ha�•c cach bccn a�pc�i•ti�nccl l�ti� a t�>rn�ul� ancl
mcthc�d which fairlti� disiributc� CF1C t]C'C �1171()11T11 1() L�C a�sc�sccl amon�; all asscsscd j�arccls in
��rc�portic�n tc� the estimated s�ecial benefits tc� be recei��ecl bt' each parcel from che
im��rc���cmcnts.
PARK/NG LOT /MPROVEMENTS ANO SERV/CES
:lsscsscd parcels ��,�thin I'residctit's I'laza I arc adjaccnt to cctitralizccl parkin� facilitics (Ic�is)
that pro�•ide access, �arkin�;, and deli�-er�- areas for the businesses and parcels �vithin the
I�istrict. F:ach ��arcel deri��es special benefir from the parkin�; lot imPro��ements and the
se►-�•ices and acti��ities necessar`� to maintain the parkin� lot. 'I'he im�ro��ement. include
se��eral landscaped islands and medians and lighting facilities; and the sen�ices ancl acti��it.ies
include s�veeping services. I�ach assessed parcel ���ithin the I�istrict recei��es a ciirect ancl
s�c:cial benefit from these im}�rc���ements and �vill share prc��ortionatel�- in the cost <�f
maintaining the ��arking lot. '1'he parking areas consists of the three ��arcels that are c:ntirelt�
j�arking lot arca and ��ortions of man}• of thc asscsscd parcels �ti7thin thc llistrict. "I'hc thrcc
rarccls that arc cntircl�• parkin� lc>t arca parcels (G27-212-01Ci; G27-221-011; and G27-222-
0-�3), and one elsement/walkwa�� �arcel (G27-222-(1-}2) recei�•e nc> s�ecial benefit from the
impro��emcnts and will not bc asscsscd.
In cieterinining the method of apportiontnc:nt for these impro�•ements, each parcePs benefit
is based on the parking area adjlcent to, and ass<�ciated �vith, each parcel. ThereForc; it has
been determined that a fair and reas�nable reflection of each parcel's benefit for the �arking
lc�t imrrovements shall be based on the approximate front footage adjacent to the parking
areas. I�fost parcels �vithin the llistrict front the parking lots on onl�• one side. To ensure a
rcasonablc and cyuitablc apportionmcnt of spccial bcncfit, parcels that. front thc parl:ing lot
on more than one side (cc�rner pr�perues), are �niti- assessed for their front footage alon� the
side �f thcir proj�crit• adjaccnt to thc �arking lot.
SOL/O WASTE (REF[JSEI COLLECT/ON SERV/CES
1?stablishing sc�aratc rcfusc rccc}�tacics tor cach �arc�l or busincss �vithiri Presidciit's i'la�a
I, and thereb�• allo�vin�; fc�r separate char�;es and a�;reements for this sen�ice, is not Practical
due to limited space and accessibilih�. '1'herefore, several cc�mmon refuse containers ha��e
been ��laced within the parkin� lc>t area fc>r use b�� all the �r�>�erties and Uusinesses, and
�atrons of thesc: businesses, «nthin the I�istrict. I Iistoricall�-, all develc>peci properties within
President's Plaza I ha��c shared proportic>natel�� in the costs associateci �vith rrfuse cc>llection
based on the buildin� syuare footage c�E the st.ructures �n each �arcel.
In determitiing the method of apportionment for rcfuse collection sen�ices, the possibilic�� of
facroring in business tt•pes as �vell as buildin�; sc�uare fo<�ta�;e was consiclereci. f lo�ue��er, the
inclusic�n of business tt�pes in the cllculation of an annual assessment posc:s several
problcros. I�irst, mam� of thc parccls asscsscd includc multiplc busincss t}�pes, �vhich could
reyuire a com�lex calculatic>n t<� iclentift• potential use c�f the service. Second, businesses
c�ftcn changc frc�m �car ic� �car <�r c��cn 1710I11}1 fO IT]OIlf�l, makin� specific busincss rclatcd
�MuniFnanciai �"g` 6
City of Pnlm De�ert I'resideut'.�Plazrr 1 PBlD Xe�rr��rrl
Man�tgement District Plrni
I'}'2008/2009
asscssmcnts ciifGcult rc� track ancl timc-ccrosu�ning ancl cxE�cnsi�-c tc> aciminisicr. '1'l�ird,
rstal�lishin�; a tncthc��l ot a���x>rtic�ntncnt that is l�usincss-s��ccific rathcr than �arcc•1-s��ccitic
�v<�ulc-1 likel�� restilt in annual chan�;cs fc�r cach p,�rccl's asscssmcnt c�•cr� if ihc cc�st c>i ihc
�er��ice was unchan�;eci. I�inall��, the ]e�•�l of sei��ice (numl�cr �f�icl:-u��s and rece�tacles) has
chail�cd ��cr�- littic ��vcr thc last sc�-cral ��ears. ,�Ithougll man�� c>f thc busincsscs and busincss
n•l�es ha�•e chan�ed within the District, the tvtal cost of pro�•idin�; this seil•ice has remained
fairl�� con�tant.
In cc>ntrast to the total c<�st, it is not reasonable tc� assume that all clevelo�ed parcels utilize
or rec�uirc the samc lc��cl r>f mfuse ser��ice—n'��icall�• thc lar�cr thc buildin�, the grcater
amount c�f refuse that is �;enerated. Thc:rcforc, it has been determined that a fair and
reas�nable estimate of e�ch rareel's benefit for refuse collecrion is the buildin�; sc�uare
fo<�ta�e cletermined for each �arcel.
.1� notcd prcri�uslt�, due t� limitccl sracc and acccssibilin�, it is not j�ractical for cach parccl
�r busincss tvithin I'resident's Plaza I to ha�•c scparate containers or agrecmcnts �vith thc
�vaste hauler. I Ic�we�•er, it is reco�;nized that the baseline le��el of service (i.e.,number of bins,
size of the bins and freyuenc}' of service) establishecl for the llistrict mat' nc�t be adeyuate or
appropriatel�� reflect the needs of chan�ing business ��-ithin the District. "I'herefore, the
followin�; considerations 1nd criteria shall be followed �vhen the le��el of service pro��idc:d
reyuires moditications:
l. If thc le�•cl of scn�icc is reduced, thc incremental cost sa��ins;s (if an��) «711 bc rc��ic�ti•ed
anci aP�lied as Follo�vs:
a. Rcscn•c I�und �-�ccc�unt — Thc (:it�� staff and thc owncrs' association �vill c��aluatc
the exisung a��ailable Rcscrvc I�unds to ensure an acceptable amount of monc:�- is bein�
retained for normal annual operation of the l�istrict. Rased on this evaluation, the
c�wners' associatic�n �vill modif�� the annual report (recommendatic�n to the C;ih� Council)
to appl�• all or a portion of the c�st s1��in�s ro the Reser��e ,-�ccount. ,1 full�• funded
Resen•� is an amount equal to a�proxunatcl}• onc half of all annual �perating expenses.
I lo�vevcr, most o�crating resen�es arc h-picall�-less than 50%�, but�;reater than 25% of all
annual operating ex�enses.
b. Reduced Assessments — :�fter reviewin�; the Reser��e :lccount, an�� cost savings not
aj�plied to the Reserve .lccount (Resen�e Nune� C�llecu�n) will be passed on t� elch
parcel within the District b�• reducing their annual assessment for the next fiscal ��ear, in
Z�ro�ortion to thcir estimatcd bcncfit (frc�m thc mcthocl c>f apportionment).
2. lf the level of service is increased, the incremcntal cost increase (if an��) �vill be re�•iewed
and applieci as follows:
a. Incrcascd scrvicc District-widc — �\'hcn the currcnt llistrict �vas rcncwcd/formcd,
an assessment range formula was appro�-ed. "I'his formula provided for anucipated cost
of li��ing increases, but also allowed s�me flexibilit}� for increased costs due to increasc:d
lc��cls oC scrvice. If an incrcascd lc�-c1 c�f sen•ice is rcyuircd for the entire I�istrict, the
increase is reflecred in the annual budget. Z'his budget increase �vill t�•picallt• cause a
prc�portional increase of the annual assessment. If the increased cost results in an
�MuniFnancial ���� �
Clty of Pnlni Dc�ert 1'r��sidr�rt's Plazn I PBID Re��rezz�rrl
.�imtage»rc�ut District Pla�r
FY 20os�Zcov
asscssm�nt ratr tha� cxccccl; thc maximum asscssniciv allc�wccl, ihcn rescr��c tuncls �vill
l>c usc�l to rcclucc thc annual asscssmcnt tc� thc maximum asscssmrnt allc>���ccl. If ihc
rescr��c func� is not sufEicicnt tr> cc>��cr ihc cc�st incrcasc, thc Cin� (:c�uncil ma� r�rc���ide a
tcm����ran- 1<>an to th� I�isirict or conduct a pro��crt�• ���vncr l�allot pr<�cccdinfr for an
as,c�,incnt incrcase.
b. Incrcascd sei-��icc fc�r c�nc I�a��ccl — \\'hcn thc currcnt I)isirict ��•as rcnc�vccl/fc>rmcd,
a l�aseline assessment rate anci ]e��el oC ser�-ice �vas established for all E�ro��erues within
thc llistrict. ,�s busincsscs \V1tllli7 thc I�istrict chan�;c <�r cc�ntinuc to �row, thesc
busincsses rnati� gcncratc a nccc� for an incrcascd lc��cl c�f scrvicc, but it is nc>t fair or
equitable to spread th� cost of this increaseci ser��ice to other I�ro��erties ��7thin the
I�isirict. '1'herefore, if a business reyuires an increased le�•el of ser��ice, that particular
business <nvner c�r the c>�vner �f the pre�perh' c�n �vhich the business is located, must ��t�
thc resulti�i� mst incrcasc as a surchargc. Lithcr thc (:it�- or the pr��crt�� owncr ma}-
initiate the need for an increased sen�ice Ie��el. '1'he Cit�- Cc�uncil shall make the Einal
deterininatic>n as t� the a��rc��riate cnechanism b} w�hich the increased le�-el of ser��ice
�vill be�ro��idecl. 'I'he increased le��el of sen•ice ma�� be accc�m�lished b}•:
• Increasing the number of pick-u��s on the specific bin(s) used b�- the pr�pertt� or
business.
• increasing the size of the specific bin(s) used b}• the propern� or business if space
permits.
• Pro��iciin� separate bin(s) for the pro�ertt• or business if space and accessibilih�
j�crrru ts.
• .-�n�� combination of the abo��e.
'1'he costs associated w7th the iiicreased le��el of ser��ice shall be the obli�ation of the business
and/or propert�• owner which is pro�•ided �vith the additional sen�ice. Pa}�ment for the
increased le��el of ser��ice shall be re�•ie�a�ed b�� the o�vners associati�n, ��.�hich will make a
rrcommendatic�n tc> the Cit�• Cc>uncil for ap�r<��•al. '1'he addiuotlal cost of pro�•idin�; the
increased le�•el of service ma�• be added t� the annual assessment for the pr�perh• as a
surcharge (in addition to their aiinual assessment), upon written petition of the F�ro[�crn�
rnvner and a��roval b}• the (;it�� (;ouncil (1'his ma�� rcyuirc a si�icd a};reement betwcen thc
�ro�ert�� o�uner and the (;it�• of Palm llesert). However, before an�� action is taken to add a
surchar�;e to the �ropert}� tax roll as �art of the �ropertt•'s annual assessment, the prr>pert}�
owner/business shall work �tiith Cit�• staff and the o�vners association ro establish thc:
necessar`� le�•el of additional sen•ice. and arrange for clirect pa}�ment fc�r the ser�-ice to the.
«-aste haulcr or thc Cin� if at all �ossiblc.
METHOD OF APPORTIONMENT CALCULATIONS
The apportic�nment of benefit ���ithin the llistrict ualizes a �veighting factor known as an
I�.yui�•alent lienefit Unit (N:Iili). Iiach parcel's NF3L repr�sents a percentage of the tc>tal I;Rt'
applied for the entire District. I�ependin� on thc im�ro��cment or acti�-ih� pro��ided, thc
}�:Rt' assigned tc� each ��arcel is based on either the }�areel's de��elopment (approsimate
builditi� syuare: fc>c�ta�;e) c>r ihe �arcel's area of im��rc��•ement (frcmt foe�tage tc� tlie ��arkin�;
�MuniFnancial P"b'�8
Cfty nf P�rlm De�er! !'�e>ldertt'>P/aza 1 I'BID Keneu�n/
:tlrnragemc��tt Distrlct Plrrn
f�}'2COS/2v^C9
I��t). "1'hc cost oi rcfusc collccti��n scil•iccs is a���x�rticmccl basccl c>n cach ��arccl's a��J�rc>ximatc
buildin� syuarc fcx�ta�c. _111 <>tl�cr im��rc>�ci7iciits anci scn•iccs fu�idccl thrc�ut�h thc I�i�trict
arc: a;s�>ciatccl �vith nc� E�arl;int; lc�t. 'I'hc tc�tal cost c>t thc ��arkin� ]c�t im��rc���cmcnis ancl
scn-iccs is a�����rti�mccl t�� cach ��arccl bascc3 on thcir ii-ont i��ota�;e t<� thc j�arkin�; lot.
'1'hc sum of cach l�arccl's ��ro�x�rtic�natc sharc c�C rcCu�c a�sts ancl parkin�lvt a�sts rc��rescnts
the parcel's "1'c�tal I)irect Cost. ln aclditi�m to a l�arcel's "1'<�tal Direcr Cost, each }��icel is
a;scssccl for adnvniseration cx��cnscs and a rescr��c Cunci cc�llccticni (Inciircct C;c�sts). "1'he
Indirect Costs Cor each parcel ha�-e been aJ�}�ortionecl b�� a ��erce�va�;e ��f the parcel's Uirect
(:c�sts, n<�t to esceed fif�een percent (1�"�o). "1'heref��re, each parcel's "1'��tal :Aiiiival
;lsscssmcnt is thc sum of its l�ro��orticmatc sharc of thc Tc�tal l�irect (:c�st and '1'�tal Indircct
Cc�scs. .11thc�u�h ('1C�1 parcel's i�rc�}x�rtic�nal benefit and assessment for each itn�ro�•ement is
calcularcd incli��icivall�•, cach �arccl's masimum asscssmcnt is bascci on thc parccl�ti COII7I�(riCC�
asscssmcnt for all cc�sts and scr�•iccs. "1'hc ratc ap�licd tc> am• c�nc im��rc��•cmcnt or scr��icc
ma}• c:acccd thc masimum ratc c>riginall�- cstablishcd, �rcn�idc:d thc �arccl's c<�tnbincd
asscssmcnt docs not cacccd thc combincd it�aYimum asscssmcnt cstablishcd for ihc l�roi�crt��
(excludin�chan�es in lancl use c�r cle�•el�pment).
"I'he Count�� requires that all annual asscssmcnts le��icd and submittcd for collecuon on ta�
bills bc roundcd to the near�st e�•en penn��, thus allo�vin� the total assessment to be s�lit into
t�vo installmcnts. In ordcr to com�l�•���ith tlic Cotmn's rcyuircmcnts, thc calculation <�{«�}�
assessment compc�nent (i.e., refuse c�sts, parkin� lot costs and indirect costs) is rounded t�
the nearest e��en penn}�and then addeei tc��;ether for the parcel's 'I'otal :lnnual ,lssessment.
"1'lle f��llc>�viti�; describes rhe �;eneral method u�ed tc� arri��e at each �arcel's ��ro��sed
a�scssmcnt.
APPORT/ONMENT OF O/RECT COSTS
REFUSE COLLECTION ASSESSMENT
'I'he 'I'otal Refusc: Cost estimated for refuse ser��ices is based �n the Cit�'s contract with a
w�astc hauler for sen•icc tc� President's Plaza I. '1'his "1'otal Refuse Cost di��ided b�� the
estimated "Cc�tal Builciin� Syuare I�ootage establishes a R1re per building square foot. 'I'his
Rate is multiplied b�� each �arcePs estimated builclin� syuare f��tage to calculate the }�arcel's
}�roportic>nate share of the refu,e sen�ice co�t.
Total Refuse Cost/Total Building Square Footage = Rate per Building Square Foot
Rate x Parcel Building Square Footage = Refuse Assessment
\ote: For purposes of calculating the refuse assessment,rhe building square faotage for each parcel has I�ecn
roundcd to rhe ncaresr hundred syuare feet. Refer t�.\�penclix"B" for huilding syuarc foorage applicd.
�MuniFi�ancial P"Ke 9
(:ity of�Pnlne I)e>ert I're�ide�tt'.�Plaza I PBlD Rene�u�al
,�41m:�tgrment Dictrict Plrrn
FY 200f/2009
Table 1 pr����icics the Rcfu�c assc��nicnt ratcs t�>r t�iscal 1'e.0 ?l)(lH/2U09 thrc�u�;l� l�iscal
Ycar 2012/2013.
Table 1: Building Size Proposed Rates
Proposed Building
Maximum Rate
(per Square Foot)
Fiscal Year 2008I2009 $ 0.4140
Fiscal Year 200912010 $ 0.4260
Fiscal Year 201012011 $ 0.4380
Fiscal Year 2011I2012 $ 0.4500
Fiscal Year 2012/2013 $ 0.4620
'I'here are currentl�� fort��-two (-�2) developed commercial �ro�erues within the I�istrict that
are assessecl for refuse collection ser�-ices based on approximate buildin� syuare footage.
(Rcfcr to thc rlsscssmcnt Itoll for indi�-idual �arccl Rcfusc asscssmcnts).
PARKING LOT ASSESSMENT
'1'he 'I'otal I.ot Cost estimated fc�r �arking lot impro��ements and ser��ices (maintenance) is
based on the estimated annual c�sts to maintain the landscaping, Gghtin�, and mechanical
s�vecping of the parking 1<.�t ��.nthin I'resident's Plaza I. '1'his '1'otal Lot Cost di��ided b}• the
applied �arking lot '1'otal I�ront I�ootagc, cstablishcs a Katc per front foot. '1'hi� Ratc is
multiplied bti� each �arcel's a���lied front footage to calculate the parcel's pro�orti�nate share
c>f thc parl:ing lot maintcnance costs.
Total Lot Cost/Total Front Footage = Rate per Front Foot
Rate per front foot x Parcel Front Footage = Parking Lot Assessment
Note: I�or purposes of calculating the parking lot assessment,each parcel's front Eoorage is based on the
parcel's foorage roundcd to rhe nearest t7��e feet. Refer to,�ppendix"R" for fronr footaKe applied.
�MuniFnancial P"K� �o
C,'ity nf Pabu De�ert I'rrsident'�Plaza 1 PBID Keneu,�n!
Ma�ragenrc��rt District Pla�r
I'}'20�8/2009
Table 2 �r����i�le� thc Parl:in� 1.,c>t assc;smcnt ratcs ti>r f�iscal Ycar 2UUR/2UO9 thrc�u�h I�iscal
Ycar 2012/2013.
Table 2: Parking Lot Proposed Rates
Proposed Parking
Maximum Rate
(per Linear Foot)
Fiscal Year 2008/2009 $ 10.9340
Fiscal Year 2009/2010 $ 11.2620
Fiscal Year 2010/2011 $ 11.6000
Fiscal Year 2011/2012 $ 11.9480
Fiscal Year 2012/2013 $ 12.3060
:111 parcels �vithin the District recei��e direct and s�ecial benefits from the �arl:in�; lot
im�rovements and ser�•ices. I-:ach of these parcels is assessed pr�portionatel�� based on their
fr�nt foota�;c adjaccnt to the parking l�t.
APPORT/ONMENT OF/NO/RECT COSTS
'1 o ensure the impro��ements, acuviues, and sen-ices pro��ided and funded through the
I�istrict are continued, each �arcel �vill be assessed f�r its prop�rtional share of
administrati�•e and reser��e c�sts (Inciirect Costs). These Inciirect Costs include all ex�enses
related to the administration of the Uistrict as �vell as thc collection of mone�- to�vard a
Rescr�•c I�und. "I'he annual assessmcnt for Indirect Costs has bccn established �t fiftccn
percent (1�°��} of the 'I'c>tal llirecr Costs assessed to each parcel.
'f he sum of each parce l's pro�c�rtionate share of refuse costs and �arking lot costs represents
the parcePs Direct Cc>st. 'I'his I�irect Cost multiplied b�� fifteen percent (15"4,) represents
each parccl's �ro�ortionatc sharc of thc Indircct Costs.
Parcel's Total Direct Cost X 1 S% = Indirect Assessment
�MuniF�ancia! ���`' 1�
City nJPnlm Dese�rt 1'rc°cldeut'.�Pl�rrn 1 PBID Rene.��rrl
Alaxagenrc��tt Di:trict 1'lan
I'}"2005/2009
Table 3 ��rc>��icics tlic Uistrict's ]nclircct C�>st am�.>unis t<>r I�iscal Yc�ar 2UGH/?UU9 rhr��u��
I�iscal 1'car 2U12/2013.
Table 3: Total Proposed Indirect Costs
Indirect Costs
(total dollars)
Fiscal Year 2008/2009 $ 24,036.00
Fiscal Year 2009/2010 $ 24,757.00
Fiscal Year 2010/2011 $ 25,500.00
Fiscal Year 2011/2012 $ 26,237.00
Fiscal Year 2012/2013 $ 26,957.00
TOTAL ANNUAL A55E5SMENT
I-;ach parcel's 'I'c�tal �lnnual .lssessmenr is the sum of their pr��e>rtionate share c>f the l�irect
Costs and Indirect Costs. 'I'he �receciin�; descripti�n of the method of a��ortionment
c�utlines the est.imated cc>st and rates ap�lied fc>r the llistrict and the maximum amotmt
projcctcd. Thc maximum projcctccl amounts wcrc dctcrmincd b�� appl��ing an lnnual
inflationart� factor of threc �ercent (3"4�) o��er the fi��c-�•ear duration of the I�istrict based on
the fir�r��car asscssmcnts.
ANNUAL BLJOGET ADJ[JSTMENTS
I�or the fivc }�ears of the term of the I'BI1� rene�v�l, annual assessments ma�• bc adjusted b��
the President's Plaza I PI3ID c>wners' association up to three �ercent (3"%�� per �•ear. .�ctual
annual adjustments ma}� range from zcro percent (0°io) to three percent (3°%). .�djustmcnts
ma�� diffcr from �•car tc� �•car dcpcndin� on thc scn•icc nccds identified b�� thc owncrs'
assc>ciation. In an}• e��ent, assessments �vill n�t exceed the le��els illustrated b�� the L�istrict
13uclgcc (Table 4).
,1m� annual Uud�;ct surplus or deficit will Uc accrucd into the follrnvin�; ��car's PRiI� budget.
.-lssessments ��nll be set acc�rdingl}, within the constraints of the annual adjustcnent, tc>
adjust For surpluses or deficits that are carried fonvarcl.
�MuniFinan�ial P`tgr 12
(:ity nf PnGit Dr:er� Pre�i�lent'.c Plaza I I'BID K�nezr,�al
Alanagrnrrnt District Plrr�r
FY 2005/2009
DESCRIPTION OF BUDGET ITEMS
DIRECT BENEFIT C�STS
Landscape Maintenance Contract — Includes all re�ularl� schedulcd labc>r, maccrial (c.g.
�i�e, fertilizer, insecticides), and cyui}�Inent reyuirecl to ��rc���erl�� maintain and ensure the
s�tisfactc>r�� ccmditi<�n c>f all landscapin�;, irri�aticm and ciraina�;c s��stcros, ancl appurtenant
facilities. :111 landscapin�; itnprc>��ements �vithin the l�isirict are c�ntrlcted Ec�r maintenance
and ser��ice on a re�;ular basis. '1'he frc:yuenc�• anci specific maintenance oE�erations rec�uired
�vithin the llistrict is detertnined bt• Cit�� staff, uut is�;enerall�� schedulec3 weekl��.
Landscape �ater— L'tilit}� c�st to furnish �t�atcr rcyuircci for landsca�c irri�ation.
Landscape Electric — Utilit�� cost for furnishing of cicctricit}� rcyuircd f�r the o�eration of
thc irri�ation s�-stems and ornamcntal lightin�;.
Landscape Repairs — "I�his itcm includcs rc:E�airs that arc not normall�� includcd in thc
vearl�� maintenance contrlct costs. "1'his ma�• include re�air of damagecl amenities due to
��andalism and storms. Planned urgrades ma�• also be included. These up�rldes ma�� include,
but are not limitecl to, re}�lacing�lant matcrials or reno��ation of irri�;ation st�stems.
Lighttng — 'I'he furnishing of electricin' reyuired for the operation ancl maintenance of thc
li�hting facilities (parkinp lot lighting, induding but not limitcd to, bulbs, fi�tures, poles,
�virin�, and electrical ener���). "1'he Cit�� coniracts for the furnishin� of its electricin' f�r
li�htin�, �vhich includes nc�rmal maintcnancc and bulb rcplaccmcnt. '1'his cost docs nc�t
inclucle repairs c�r re�lacement of dama�;ed facilities due to��andalism, accidents or storms.
Sweeping Serviees — ��'eekl}• cleaning of the parkin�; lot and �,nitters using a contracted,
mechanized sen•ice.
Parktng Lot Maintenance — Includcs all rc�,nilarl�• schcdulcd labor, material, and
equi�ment for �atching of asj�halt, slurrt• scaling, and �arl:ing lot striping rcyuired t�
properlti� mlintain and ensure the satisf�ctor�� condition �f the parkin� lot and appurtenant
facilitics. "I1ic frcqucnc}- and s�ccific maintcnancc operations rcquircd within thc I�istrict is
dctermined b�� Cih� staff, but slurr�� sealing and parl:ing lot striping are generall}� scheduled
annuall��, while (�atchin�; c�f as�halt is performed on an as-needed basis. Parl:ing lot
maintcnancc for slurr�� scaling and parkin�; lot stripin�; �vichin chc District is contractecl fc>r
sen�ice on a regular basis, �uhile �atching �f asphalt mat� be perf�rmed b�� C;itti� staff or
contractcd for scr��icc as nccdcd.
Solid Waste Removal Serviees — The furnishing of bins and bi-weekl}- collecrion of s�licl
�vaste. '1'he Cit}' c�ntracts �vith a waste hauler for this sen�ice. Onl�� develo�ed �ro�erties
(�vith a structure) recei�•e specill benefit from this ser�•ice and are assessed fc.�r this ser�•ice.
INDIRECT BENEFIT COSTS
I}zstrict Adminfstratton — 'i'he cost to all departments and stlff of the (:it}�, for pro��idin�;
the coordination of llistrict sen�ices,operations and maintenlnce of the Uistrict, response to
�MuniFn�cial ���K`> t3
City nf P�rinr Dc�cert 1're<idcuY.c Plaza I PBID Kenr��al
.ti1Rn�rgrnreut District Plrnr
FY"20��5/2�09
}�ul�lic cc�nccrtis and cclucatic>n, ancl �rc.�cc�lures assc�ciatccl �vith thc lc�•�� ancl cc�llccri�n c�f
asscssmcnts. '1'his co,t also inclu�lcs coniractin�;� with ��roicssionals t�> ��r<���idc adcliti�mal
administrati�-c, ]c�al, or cn�;inccring sc�l�iccs s}�ecific t<� th� Uistrict.
County Administration Fee — 'I'his is ihc actu�l cc�si ic� tl�c llisrricc fc��• the (.:c�unc}� �c�
collect l�istrict a�sessinenis �>n the prc>��ert�� ta� l�ills. 'I'his charg�e is based <>n a tlat ratc• per
fund nutnbcr.
County Per Parcel Fee — "1'his is thc cc�st tc� the I�istrict for ihe Cc�unn' t<> collect
assessments cm the ��ropert�� tax bills. "l�his char�;e is on a per assessment basis, at SU.36 rer
assessment,and is in addition to ihe (:c�unh-:ldministratic�n I�ee.
Miscellaneous Expenses — '1'hi� is a funci for additic�nal costs rclated to I�istrict
administration including rcyuired formatic>n, documcntaticm, rcc�rdation, and lcgal fc:cs.
Reserve Fund Colleetion 'I'l,e Resen�e I�und ��rovides fc.>r cc>llection of fu►,ds to <��eratc
the I�istrict fmm the time peri�d of Jul�� 1 (beginnin�; of the I�iscal �'car) throu�h Januar��
when the Counh- j�r��•ides the <;it}� �tnth the first installment of assessments collected from
the �ropert�� tax bills. '1'he Reserve f unci elitninates the need for the (;it}• tc� transfer funcis
from non-l�istrict acc<nints to pa�� for District char�es durin�; thc first half of thc fiscal ��car.
'I'he IZeserve ►�und inay- als<� be used ic> offset am� unf�reseen costs such as repairs, legal fees,
re��enue deficits, or increased costs clue t� inElation or contractual agreement� that are greater
than �riginall�• �lanncd.
LEVY BREAKDDWN
Total District Costs —'I'his is thc sum total of all budgctcd llircct and Indirect costs.
Antieipated Deflelt/SurpZus — This item mat� include anticipated costs of the llistrict that
esceed the amount to be collected. '1'his item also reflects beginning balance deficits. \�'hen
the actual cost and expenciitures for the I�istrict are greater than the amount budgeted and
collected in the prior fiscal ti�ear, the I�istrict has a F3eginning Balance Deficit. 'I'his deficit
ma�� bc the result of unforeseen and e�traordinarti� costs incurred, or assessments actuall�•
collected being]ess than anuci�ated. \�'hen a deficit occurs, the deficit amount ma}' be added
to the amount to be cc�llected through the le«- for the current fiscal }ear or rec���erecl
through use of the Rescr�•c I�und.
�X"hen the actual costs and espcnditures for the l�istrict are less than the amount budgetecl
and collected in the prior fiscal ��ear, the District has a Beginnin� Balance Sur�lus. �\%hen a
sur��lus occurs, the amoutit ina�� be used to reduce assessments for the follo�vin�;}�ear or ma}�
be added to the Resen�e I�und.
Other Revenue Sources — 'I'his itcm ma�• include additional funds designatcd for use b��
the I�istrict that are not from I�istrict assessments. '1'hese funds are ldded t� the llistrict
account and ma�� be acidecl ro the Reser��e f�und or used to reduce assessments, and ma�� be
frc>m cithcx non-I�istrict or District sources induding Cit�• CTcncral I�tmd Contribul.ions or
intcrest earnin�s on thc Rcscn�c I�und.
�M�niFi�anaal Page 14
(;ity n��P�rlm De��ert I're<ide��rl'.c Plrrzrr 1 PRID K��nez.;al
;tlmtagc»rent Di�trict I'!an
I'}'2008/2009
Contribution Replenishment — "1'he C<miril�utic>n Rc��lcnishmcnt rc��rc>ents rc��a�inciits
c�f a�nc�unts ihar l,aci bccn icm�x>raril�� a�l��ancecl b�- nc� (;it�� t�� cc��•cr cc�sts assc>ciatccl ��•itl�
th�• im}�rc.>�•ctncnis. . .
Balance to Levy—"I'his is ihc tc�tal amc�unt rc> bc Ic��icd and collcctccl thrcn��;h asscssmcnts
t��r thc currcnt fiscal ��car. "I'hc I3alancc ic� l.c���� rc��resenis ihc sum ��i '1'otal Dirc:ct (;osts,
Inclirect Costs, Re�•enue l�eficits, C)ther Re��enue ���urces, Rc��enue SurE�luses, and
(:c�ntributicm Re�lenishments.
DISTRICT STATISTICS
Total Number of Pareels —'1'he total number c�f parcels within the l�istricr.
Total Pareels Levzec� — '1'he total number �f plrce ls ��7thin the l�istrict that �vill be
assessed. Nc�n-asses�ed lots or parcels include easements, common areas, and �arcels �vithin
the bc.�undaries �f the l�isuict that currentl�•do not benefit frc�m the im�rorcments.
Total Building Square Footage — '1'l�is is thc sum total of the builciing square footage
ap��licd to parccls �tirithin the llistrict.
Total Parking Lot Front Footage (parking lot� — 'I'his is the sum total of thc parkin�; lot
front fo�ta�c applicd to parccls�vithin the l�istrict.
Levy Rate per Square Foot — This amount rc�rescnts thc Rate being a�plicd to cach
�arccl's incii�•idual builciing squarc foota�c (calculation of cach parccl's proportionatc sharc
of refuse c�llection costs). "1'he ].ev�� Rate E�er Syuare Poot is the result of di�•idin�; the
cstitnat�c� tc�t�l refusc c<�st for that ��car b�- thc sum of thc T�istrict's 'I'otal Buildin� Syuarc
I�oc>ta�e. 'I'he rate is calculated to three decimal E�laces.
Levy Rate per Front Foot — "I'his amount re�rescnts the Ratc bcin� appliecl to each
��arccl's indi�•idual parkin�; lc>t front footagc (calculation of thc E�arccl's prc�p�rtic�nate sharc
c�E�arking lot maintcnancc costs). "I'he I.e��• Rate per Front root is the result of di�•iding the
esti�nated �otal �arl:ing lot costs for that }•ear l��• the sum c�f the I�istrict's "1'otal I'arkin�; I,ot
}�'rc�nt I��otagc. 'I'hc ratc is cakulatcd to thrcc dccimal placcs.
Levy Rute for Indtrect Costs — This amount represents the percentagc applicd ro cach
parcel's L�irect C<>sts tc> cieterinine the parcel's proportionate share of the amount to be
asscsscd fc�r adtninistrati�•c cxpcnscs and Rcscn•c i�und Cc>llccri��n. .-� maximum ratc �f
fiftccn �crccnt (1�"0) has bccn cstablishcd. It is anticipatcd that the maaimum amount �vill
be collected each ��ear in c�rcier tr> establish and maintain a reasonable Reserve I�und.
DISTRICT BUDGET
'I'he I�istrict Budget shrnvn c�n the followin�; ��age (Table 4) liscs the estitnated costs �f
�ro��iding the ��arious imE�ro�•ements and sc:r�•ices. "1'he costs and the resultin�; rate for each
l�iscal Year is based on the estimated costs to �ro��ide the impro�-ements and ser��ices that
ti�ear. '1'he projected annual costs anticij�ated o�•er the five-�•ear duration of the llistrict
assessments have Ueen calculated basecl on an annual inflatic�nar�• factor of three }�ercent
(3"'0) frc�m the first fiscal ��ear. I Io�ve�•er, this inflation factor does not mcan the assessments
�MuniFinancial Page 1 S
City nf P�rinr Dc��ert Preside�rt':Pl�rzrr I PBII�Kenewrrl
:ilrntrtgc�nrc�ut District Plmr
F'}'?�03/2009
��•ill incres�sc annuall�- h�� thrcc E�crccnt (3°���). '1'lic <>�vncrs' associatic�n a��x�intcd b�- thc (:it�•
Council, �vill antivall�' rc��ic��• t�hc I�istrict a>sts aiici makc rca�mn�cndati<>iis t��r an�� chan�;c�
c>r acljustmc�nts t<� thc buclgct. Changcs tc� thc buclgct, coulcl result in chan�cs ic> ihc annual
assessment, but the re�ultin�; total assessment ma�� not exceecl the masimum ratr.s
established in this Re��ort �vithout first O1�111171t1�? ��rc��x:rt�� c����ner a����rc>�-al thrc�us;h
as�cssmcnt l�allc>ts.
Table 4: Five Year Budget
Maximum Proposed Assessment for Fiscal Years
Budget Item FY 2008-09 FY 2009-10 FY 2010-11 FY 2011-12 FY 2012-13
Direct Benefrt Costs
Landscape Maintenance Costs $ 5,912 5 6.090 $ 6,272 $ 6,461 5 6,654
Landscape Water 4.637 4.776 4,979 5,067 5,219
Landscape Electric - - - - -
Landscape Repairs 4,057 4,179 4,305 4,434 4,567
Miscellaneous - - - - -
L ighting 11,593 11,941 12,299 12,668 13,046
Sweeping Services 4,637 4,776 4,919 5,067 5,219
Parking Lot Maintenance 10,000 10,300 10,609 10.927 11.255
Subtotal of Services based on parking lol fronl footage $ 40,837 $ 42,062 $ 43,324 S 44,623 $ 45,961
Solid Waste Removal Services 119.405 122,987 126.677 130.287 133,753
Subtotal of Services based on building square footage $ 119,405 5 122.987 $ 126,677 $ 130,287 $ 133,753
Direct Benefit Subtotal $ 160,242 3 165,049 $ 170,001 $ 174,911 $ 179,714
Indirect Costs
Disirict Administration 11,012 11,252 11,500 11,746 11,986
County Adminisiration Fee 139 143 148 152 157
County Per Parcel Fee 15 15 15 15 15
M�scellaneous Expenses 4,858 5,094 5,337 5.578 5,814
Admin�strative Subtotal $ 16,024 $ 16,505 � 17,000 S 17,491 $ 17,971
Resene Fund Collection(5%) 8,012 8.252 8,500 8.746 8,986
Indirect Cost Subtolal $ 24,036 $ 24,757 5 25,500 S 26,237 $ 26,957
Lew B2akdown
Total Direct and Ind�rect Costs 184,278 189,807 195,501 201,147 206,671
Anticipated Defiat or Surylus - - - - -
Other Revenue Sources
BalancetoLevy $ 184,278 $ 189,807 $ 195,501 $ 201,147 5 206,671
%increase 11.25% 3 00% 3.00% 2 89% 2J5%
Amount Balloted
Distnct Statistics
Total Parcels 46 46 46 46 46
Total Parcels To Levy 42 42 42 42 42
Total Building Square Footage 288,900 288,900 288,900 288.900 288,900
Total Front Footage(Parking Lot) 3,735 3,735 3,735 3,735 3,735
Levy Rate per Building Square Foot $ 0 4140 $ 0.4260 $ 0.4380 $ 0 4500 $ 0 4620
%increase 3 Y4% 2 90% 2.82% 2.74% 2.67%
Levy Rate per Front Foot $ 10 9340 $ 11.2620 $ 11.6000 $ 11.9480 S 12 3060
%increase 36.40% 3.00% 3.00% 3.00% 3.00%
Levy Rate for Admin/Reserves 15.00% 15.00% 15.00% 15.00% 15.00%
Reserve Fund Balance
Previous Balance 59,721 67,733 75,986 84,486 93,231
Ending Balance 67.733 75,986 84,486 93.231 102.217
Mawmum annuai assessments la tlrtect cosis ana Oistnet anG county aUministrahon fo�FY 2008-09 a�e�ncieasetl by 3%hom the prev�ous Fiscal Vear lor each year except for
FV 20112012 anG FV 201 y2013,where ihe tl�rect costs are increased less than 3%p
'"Indirect costs are ca�cWatetl as 75%of Cvect wsts
"'Fv 2008/2009 damct atlm�n�strauon costs a�e calculatetl as 5%ol tlired costs plus 53.000 for disincl adminisiration consuhing 5ervices
Sources Cny of Palm Desert MuniFinanual
�MuniFinancia! P`rK`� 1�
City nf Pa/m De>ert Presirle��rt'.c Plazrr 1 PBlD Xe�neu�al
:�ta�ragrnrcut Uistrict Plrrn
FY 200�i/2009
APPENDIX A -BOUNDARY MAP
'1'hc 13oundar�� �tap fc>r thc I�istrict is on thc follo��ring pagc: ancl is inclusi��e of all ��arccls
ic�entiEied c�n the Cc>uri�� c�C Ri�•erside ,�ssessor's Parcel �laps as 13cx�k G27, I'a�;e� 212, ?21
and 2?2. The 13<n�ndar�• �1ap will be kej>t on Cile �vith thc Ciri� Clcrk ��f the Cit�� of Palm
I�esert. 1�<�r the Public I Iearin�; on this Uistrict, the ]:n�;ineei's Repc�rt and i�lana�emc:nt
llistrict I'lan ��711 contain an _lsscssmcnt I�iagcam.
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Afanagemeut Dis[rict Plau
F'Y'200f/?0�9
APPENDlX B - PARCEL LEVY I NFORMATION
'I'hc ii>llc����ing��arccl infc�rmatic>n indudin�; buildint; syuarc footagc and frcmt fcx�tagc is used
in calculating cach ��arccl's E�r<>pc>rtic�natc sliarc of all 1:)istrict (;c>sts.
Parcel Information
Parking Front Building
Asmt Assessor Footage for FY Square Feet or
No. Parcel Number Situs No. Situs Street 2008-09 FY 2008-09
1 627-212-002 73669 HIGHWAY 111 50 3,900
2 627-212-003 73677 HIGHWAY 111 200 8,700
3 627-212-004 73640 EL PASEO 170 12,100
4 627-212-005 73690 EL PASEO 50 8.200
5 627-212-006 73660 EL PASEO 50 5,800
6 627-212-009 73731 HIGHWAY 111 100 8.500
7 627-212-010 73625 HIGHWAY 111 220 21,000
8 627-212-011 73759 HIGHWAY 111 50 4,800
9 627-212-012 73670 EL PASEO 100 10,200
10 627-212-014 73700 EL PASEO 50 3,200
11 627-212-015 73730 EL PASEO 50 5,000
12 627-212-017 73722 EL PASEO 50 2,400
13 627-221-001 73710 EL PASEO 50 5,000
14 627-221-002 73741 HIGHWAY 111 50 4,800
15 627-221-004 73851 HIGHWAY 111 50 3,300
16 627-221-008 73801 HIGHWAY 111 225 1,600
17 627-221-009 45145 SAN LUIS REY 215 18,200
18 627-221-010 73740 EL PASEO 50 5,300
19 627-222-002 73861 HIGHWAY 111 50 3,300
20 627-222-003 73965 HIGHWAY 111 50 4,700
21 627-222-004 73891 HIGHWAY 111 100 6.700
22 627-222-005 73900 EL PASEO 50 5,100
23 627-222-008 73920 EL PASEO 50 5,000
24 627-222-014 73750 EL PASEO 50 4,600
25 627-222-015 73930 EL PASEO 50 5,200
26 627-222-021 73873 HIGHWAY 111 50 3,000
27 627-222-024 73845 HIGHWAY 111 50 4,400
28 627-222-025 50 3,800
29 627-222-026 73910 EL PASEO 50 5,000
30 627-222-027 73981 HIGHWAY 111 50 3,900
31 627-222-028 73890 EL PASEO 100 9,900
32 627-222-029 73940 EL PASEO 50 5,000
33 627-222-030 73833 HIGHWAY 111 150 8,200
34 627-222-034 73925 HIGHWAY 111 100 6,300
35 627-222-038 50 5,000
36 627-222-041 73950 EL PASEO 50 4,800
37 627-222-044 73941 HIGHWAY 111 100 7,800
38 627-222-048 73990 EL PASEO 140 13,300
39 627-222-052 73885 HIGHWAY 111 75 5,900
40 627-222-053 73970 EL PASEO 100 15,000
41 627-222-055 73820 EL PASEO 250 11,700
42 627-222-058 73993 HIGHWAY 111 140 9,300
Total 3,735 288,900
---...------ ----- Pnyc�B-i
�MuniF�anaal
City oJ�P�rinr I)e�ert President'.c Plrrza I PBIU Rene���l
.tilrrurrgente�t[District Plrr�r
F'Y"20C�i/?009
APPENDIX C —ASSESSMENT ROLL
]'�rcel idcn�ificatic�n, for cach lot or }�arccl �t�ithin thc I�istrict, shall bc thc rarccl as shc��vn
on the Count�� ;lsscssor's '�fap fc�r thc �•c�r in which thi� Rcport is �rc�arcd.
"I'hc :1�scssmcnt R�ll, which includcs a li�ting ot asscssor �arccls asscssccl �vithin thi�
I)istrict, alc�n��vitll their assessment amc�u��ts,is shc��un in Table 5 oii the follcn�•in���a�;e.
-- — --- --- Pagf�C-t
�MuniFinancial
City��f P�rinr De�ert !'re.id�°nt'.<Plara 1 PBID Keneze•al
.�Llanagem��xt Dictrlct Plrt�r
F'Y 2003/2C09
Table 5: Assessment Roll
Parking Front Building Total
Footage Square Feet Indirect Costs Assessment
Asmt Assessor Assessment for FY Assessment Assessment for FY 2008-
No. Parcel Number Situs No. Situs Street 2008-09 for FY 2008-09 for FY 2008-09 09
1 627-212-002 73669 HIGHWAY 111 $ 54670 3 1,614.60 $ 324.20 5 2,485 50
2 627-212-003 73677 HIGHWAY 111 2,186.80 3,601 80 868.30 6,656 90
3 627-212-004 73640 EL PASEO 1,85878 5,009 40 1,030.22 7,898 40
4 627-212-005 73690 EL PASEO 54670 3,394.80 591.22 4,53272
5 627-212-006 73660 EL PASEO 546 70 2,40120 442 18 3,390.08
6 627-212-009 73731 HIGHWAY11'I 1,09340 3,519.00 69166 5,304.26
7 627-212-010 73625 HIGHWAY 111 2,405 48 8,694.00 1.664.92 12,764 40
8 627-212-011 73759 HIGHWAY 111 546.70 1,987 20 380.08 2,913.98
9 627-212-012 73670 EL PASEO 1,093.40 4,222.80 797 44 6.113.64
10 627-212-014 73700 EL PASEO 54670 1,324 80 28072 2,152.22
11 627-212-015 73730 EL PASEO 54670 2,070 00 392 50 3,009.20
627-212-016
12 627-212-0'17 73722 EL PASEO 54670 993 60 231 04 1,771.34
13 627-221-001 73710 EL PASEO 546.70 2,070.00 392.50 3,009 20
14 627-221-002 73741 HIGHWAY 111 54670 1,987.20 380.08 2,913 98
15 627-221-004 73851 HIGHWAY 111 546 70 1,366.20 286.94 2,199 84
16 627-221-008 73801 HIGHWAY 111 2,460.�5 662.40 468.38 3,590 93
17 627-221-009 45145 SAN LUIS REY 2,350 81 7,534 80 1,482.84 �1,368.45
18 627-221-010 73740 EL PASEO 546.70 2,194.20 411.14 3,'152 04
627-221-011
19 627-222-002 73861 HIGHWAY111 54670 1,366.20 286.94 2,19984
20 627-222-003 73965 HIGHWAY 1�1 546 70 1,945.80 373 88 2,866.38
21 627-222-004 73891 HIGHWAY 111 1,093 40 2,773.80 580 08 4,447.28
22 627-222-005 73900 EL PASEO 54670 2,111 40 39872 3,056.82
23 627-222-008 73920 EL PASEO 546.70 2,070 00 392.50 3,009 20
24 627-222-014 73750 EL PASEO 546.70 1,904.40 367.66 2,818.76
25 627-222-015 73930 EL PASEO 546.70 2,152 60 404.92 3.104 42
26 627-222-021 73873 HIGHWAY111 546J0 1,242.00 268.30 2,05700
27 627-222-024 73845 HIGHWAY 111 546.70 1,821.60 355.24 2,723.54
28 627-222-025 546.70 1,57320 317 98 2,437.88
29 627-222-026 73910 EL PASEO 54670 2,070.00 392 50 3,009 20
30 627-222-027 73981 HIGHWAY 111 546 70 1,614.60 324.20 2,485.50
31 627-222-028 73890 EL PASEO 1,093.40 4,098 60 778 80 5,970.80
32 627-222-029 73940 EL PASEO 54670 2,070 00 392 50 3,009.20
33 627-222-030 73833 HIGHWAY 111 1,640.10 3,394 80 755.24 5,790.14
34 627-222-034 73925 HIGHWAY 111 1,093.40 2,608 20 55524 4,256.84
35 627-222-038 546.70 2,070.00 392.50 3,009 20
36 627-222-041 73950 EL PASEO 546.70 1,987 20 380.08 2,913 98
627-222-042
627-222-043
37 627-222-044 73941 HIGHWAY 111 1,093.40 3,229.20 648.40 4,971 00
38 627-222-048 73990 EL PASEO 1,530.76 5,506.20 1,055.54 8,092 50
39 627-222-052 73885 HIGHWAY 111 820.05 2,442 60 489.40 3,752.05
40 627-222-053 73970 EL PASEO 1,093 40 6,210.00 1,095.52 8,398 92
41 627-222-055 73820 EL PASEO 2,733 50 4,843.80 1,136 60 8,713 90
42 627-222-056 73993 HIGHWAY111 1,530J6 3,85020 807.14 6,18810
Total S 40,838.49 5 119,604.60 S 24,066.44 S 184,509.53
"'Due to rountling.totals may not add up to 5184.278 21
Sources Rivers�tle County Secured Roll.MuniFinanaal
._. .- ----...... - ----- - -� ._..
_ Page C-2
�MuniFnancial
CITY OF PALM DESERT
ENGINEER'S REP4RT
SILVER SPUR RANCH LANDSCAPING AND
LIGHTING DISTRICT
FORMATION AND CONCURRENT ANNEXATION
TO THE
CONSOLIDATED PALM DESERT LANDSCAPING
AND LIGHTING DISTRICT
COMMENCING FISCAL YEAR 2008/2009
INTENT MEETING: MARCH 22,2008
PUBLIC HEARING: Ju�v 10,2008
�MuniFinancial
C.orrorute O(�ce O�ice I�ivtiojtr
2 i 3G8\'ia lndustria _lnaheun, (:.1 Oakland, C.1
tiuite 110 l,ancaster,(:.\ I'hoenix, .�"/.
1'emecula,C.\ 92�90 J,os :�n�;eles Re�,nonal Office Sacramento,C_�
"1'cl: (971) 587-3500 S�atde,\l''.1 San llicgo,(:_1
'1'el: (8U0) %55-�[l1'�I (GS6�)
I�ax: (951) 587-3510
�v��lv.muni.com
�MuniFn�cial
TABLE OF CONTENTS
ENGINEER'S REPORT AFFIDAVIT ................................................................1
INTRODUCTION ......................................................................................... 2
PART I-PLANS AND SPECIFICATIONS ...................................................... 5
O��er��ie�v of the Cc�nsolidated I�istrict 5
I�cscriptic�n <�f thc 1'ro�c�scd llistrict 5
Impro�•ements anci Ser�•ices G
PART II-METHOD OF APPORTIONMENT ................................................ 9
I3cnefit ,1nal��sis 9
,lssessmcnt �lcthodolo�,�}� 1 U
�lnnual Inflatic.>nar�• ��djustment 12
PART III-PROPOSED BUDGET ...............................................................13
PART IV-BOUNDARY DIAGRAM..............................................................14
PART V-ASSESSMENT ROLL....................................................................16
�MuniFnancial
(:it� c>t I'alm I)cscrt tiil�cr���ur 12:�nrh I,inclsca��in�ancl 1.i�l�unF;l)i,ini t
I•:ntiinccr'ti Rc�x>ri
1•c�rmatu�n
I'lsi:al 1'c.ir?1111�i�2Ull9
Engineer's Report Affidavit
CIT'Y OF PALM DESERT
Formation of the
SILVER SPUR RANCH LANDSCAPING AND LIGHTING DISTRICT
Establishment of the Annual Assessments; and
Concurrent Annexation and Consolidation to
THE CONSOLIDATED PALM DESERT LANDSCAPING AND LIGHTING DISTRICT
Commencing fiscal year 2008/2009
'1'his Re�ort and the enclosed buci�;et, assessments, diagram and descri��tions outline the proposed
formaticm of Silvcr Spur Ranch I,andsca�ing and Li�;hting llistrict, thlt includes cach lc>t and parcc:l
of land within said I�istrict, as the same e�cisted at thc: time this Report �vas �re�ared. Reference is
herebti� made to the Ri��erside (:ount>> .lssessor's Parcel 1�faps for a detailed description of�hc: lines
and dimensions c�f each lot and parcel �vithin the I�isirict. t.`}�on successful formati�n, the l�istrict
and the parcels therein shall be c�ncurrenth� annexed and cc>nsolidatecl into the C�nsolidated Palrn
Desert I,andscaping and Lightin� District as 7.one 17. '1'he undersigned respectfull�� submits ihe
endosed Report as direcred b�• the (;it}• Council c�f the (:ih- c.�f Palm l�esert.
Datcd this dat' of , 2008.
;�funil�inancial
.lsscssmcnt 1_.n�;inccr
On I3ehalf�f the (;it�� of 1'alin I�esert
13�•:
Jiin �I�cJuir�
Scnior]'roject i�fanager
l��•:
Richard Kopeck}�
R. (;. I:. # 1 G7-�2
— --- --
Y:r�c•/
�MuniFnancial
(:tic uf I'aln�l)cscrt tiil�cr ti�nu Kanch I,tnclxa��inf;,inil I.i�;htin�I)isrrict
I•:n:�inrc�'s Rc���uri
I�ormatiun
Fisr:il 1�c:�r 2(IUR�2UI19
Introduction
Pursuant tc� t�hc j�ro��isio�is of thc l�rirr/.��raf�e �anr! I l�J�li��� .�l rt af 1�7�, beiir� Purl 2 0/�1)ir.�i.rion 1 i o%Ih�•
C,�r/iJoiniu .S�h•eets a�td f�-li�bavul�.r C.ad��, co�n�nenri��; tvitb Sei7ron 22�00 (hereafter referrecl to as the "1972
:�ct"), and in rnm��liance �vith rhe �ubsia��ci�-e atid ��rc�cedural reyuiremeeits c>f .�1�licle XIIII) r�/tGe�
C,�a/i%r�tiu.S�tnt�� C,o�ulitr�tion (hcrcafter rcfcxrcd to as thc "California C<�nstitution"), thc (:it�� (:<�uncil ��f
the (:it�• of Palm Desert, Cc�unn- ��f Ri�•crside, State of California (hereafter referred t�� as "Cit�•"),
}�roposc to form a s�ccial bcncfit a��essmcnt district dc�ignatcd as:
City of Palm Desert
Silver Spur Ranch Landscaping and Lighting District
(hcrcaftcr refcrrcd tc� 1s "District"), �vhich indudcs thc lots and parccls of land�vithin thc resicicntial
de�•elopment kno�vn as Sil�•er Spur Ranch linit I\'o.'s l, 2, 3 and � (hereaf�er referred to collecti�•el�•
as "Sil��cr Srur Ranch"); and ccrtain �•arious lots and parccls that utilizc Sil�-cr Spur "I'rail (thc
location of the im�roeements) to access such pr�pert�. L'pon successful formation of said I�istrict,
the de��elol�ment and properties described herein shall cc�ncurrentl}- be annexed and consolidated as
"/.c�ne Nc�. 17 (hereafter referred to as "lone 17") �vithin the Consolidated Palm Desert
Landscaping and Lighting District (hereafter referred to as "(;�nsolidated l�istrict"). "1'his
I�;n�;inccr's Re}�ort (hcreaftcr rcfcrred tc� as "Rerort") has been prel�arcd in conncction �vith thc
f��rmation c>f said I�istrict and the le���� and collectic�n of annual assessments related thereto as
rcquircd pursuant to C_Gafil��r 1, .�l�tic% -� of the 1972 :1ct, and in connccti�n �vith thc c�ncurrcnt
annexation anci ec�nsolidation of said I�istrict to the Consolidated l�istrict �ursuant to (,I�a�ter 2,
.�lrtic%2 of thc 1972 .-�ct.
'1'he Citt' Council �roposes to form the I�istrict; concurrentl�� annex said llistrict to the Consolidared
llistrict; and to ]c«• and collcct aiinual asscssments on thc Count}• tax rolls tc> �ro��idc oiigoing
fundi�ig for the costs and espenses reyuired to ser��ice and maintain the l�cal landscape
impro��ements f�r which the �ro�erties within the I�istrict recei��e s�ccial benefits. "1'he
impro��ements tc� be maintaineci were ori�inall�� installed ancl c�nstructed as �art of the Sil��er Spur
Ranch de�•elc�rments and have been maintained and funded throu�;h the existin�; Sih�er Spur Ranch
I Ic>mcowncrs ;�ssociation (IIO.�). :1lthou�h thcsc improvcmcnts ha��c historicall�- bccn maintaineci
and funded throu�h the I IC):1, o�•er the ��ears this has become the onl�� remaining functic}n oF the
association. "I'herefore, the associadon has reyuested that the Cin- form this l�istrict tc� take o�•er
thosc res��c>nsibilitics which �vould all��v thc HO�� to bc disbandcd. E Icnvcvcr, becausc tlicsc
impro�•ements are also directl�� associated with some adjacent residential parcels that �vere de��elo�ed
subsequent to the Sih�er Spur Ranch de��elopment, the �ro�osed l�istrict includes sc�me parcels that
�vcre not part of the original Sil�•er S�ur Ranch de��elopmcnt.
'I'his ReJ�ort describes the District, the im�rovements, and the �ropc>sed assessments to be le�•ied
against prc>perties in connection �vith the special benefits the pro}�erties ��nll recei��e from the
maintenance ancl servicing of the I�istrict impro�-ements. The formation �f this llistrict and the
annual asscssmciits to bc lc��icd on pro��crtics �vithin thc District and subscqucntl�� as "l.onc 17 c>f thc
Consoliciated llistrict, �vill pro��ide a funciing source fc�r the condnued operation ancl maintenance of
local landscape impro��ements for the special benefit of properues to be �ssessed.
-- - - --- _ _..— — - -
P�t{�c 2
�MuniFinanciai
Cn� ��CPsilm l)rsi•ri �il��rr ti��ur Ranch I;.inclscx��m�.incl l.i�h�in};I)is�rirt
({n�inccr'. Kc�iun
F<n�nati�>n
I�i.cal 1'car�(lUft/�f1119
'l�hc �vc>rcl "��lrccl,'> for thc ��ur�x>scs c�t this Rcport, rcfcrs t<> an incji�•i�ival �rc>E�crt�• assi�ncc3 it; c����n
:�sscsscn's 1'arccl Numbcr (,-�PI�) b�' thc Ri��ersidc Cc�unt� :1ssc�scu's Ofticc. "1'hc Ri�crsidc (:<>un���
.\uclitc>r/(;�nir<�llcr u�cs :1ssc�sc�r's 1'su�ccl I�umbcrs ancl sl�ccific I�uncl I�!umbcrs tc� icicntif�
��roE�crtics to l�e assessccl on thc taa r��ll for the special benefit asscs�mcnts.
Pursuant t� ihc ��ro�-isic�ns c�f ,��Yirlr Xllll.), ,5����tron �F of �hc California Cc�nstitutic>n thc Cit�� shall
ccmciuct a pro}��in' <���'ncr pr<ncst ballot procccdin�; (rcfcxrccl tc� as "Iiallot Procccdin�;") fc�r thc
��rol�osed le�•}� �f �he ne«� assc:ssments as descriUed in this Rer�rt. In c<�njunctic>n �vith ihis 13allot
Procccding, thc Ciri- (:ouncil �vill cc�nduct a rioticcc3 public hcarin�; to cc>nsidcr ��ublic testimcmics,
c<�mmenis and written �rotests rc:�;ardin� the formation c>f thc: l�istrict, the establishment of the
Uistrict as lonc l7, and thc lc��- c>f chc propc�scd nc�v asscssments. L'pon conclusic>n oC thc ��ublic
hearin�, prc:>�ert�� c��vner pr<�test ballot� recei�•eci «�ill be o}�encd and tabulated w cietcrmine �vhether
majorin'prc�test cxists:
".1 rt�ujorrty J�rot��sl et•i.ct.c if, t�f�on tl�e r�one/�r.rion of t/�e heurin�, bu//at� .�n(�mille�l in o��o.citron ln lG��
cr.rsr.r.rnle�rt e.tiierd tl�e ba/lot.r.rrrbmitterl i�r/u��or of tbe u.r�essn�r�rt. I�t tuGr�latin�tl�e/irr!lot.r, tbr ba/lnt.r.rbaU
be weixhterl arro�zlin�to the�roJ�o�lrona/�naa�iUl oGli�atinn rf the u�ected�ro�e�l�-."
�lfter completion �f the ballot tabulation, the Cin- C�uncil ��7ll confirm the results of the balloting.
lf majorit}� protest e�ists, �roceedin�s fc>r the formation of the l�istrict and lev}� <�f asse�smencs shall
be abandoned. If tabulation of the ball�ts inciicates that majorit�� protest does IlUt exist fc�r the
assessments and the assessment rans;c formula presented and described herein, the Cit�� Council
ma��: a��rovc this Iteport, as submittcd or amcndcd; ordcr tlic: f<�rmation of thc District 1nd thc
concurrent annexatic>n �f the District t� the Consc�lidated District as l�ne 17; ap�rc>��e the
assessment diagratn contained herein; �rder the impro�-emcnts to be made; and confirm and order
thc lc��• and collectic�n �f asscssmcnts. In such casc, thc asscssmcnts for fiscal �•car 2008/200�) as
a}�}�ro�•cd or 1�n��,a�a b�� thc Cin' Cc�uncil shall bc submittcd t� the 'Ri��crsidc Coucit��
:ludit�r/Contr�llcr for inclusion on thc E�ro�crri• tax roll for elch affcctcd parccl.
I?ach subsequent fiscal �•ear, 1n engineer's report for the Cons�lidated District shall be prepared and
presented t� the Cit�- Council to address an�� pro�osed changes to am- of the '/.ones �vithin the
C;c�nsc>lidated llistrict, including �cuie 17, as well as an�- �rc.��c�sed changes to the im�ro��ements,
budgets and assessments fc>r that fiscal ��ear. 1'he Cit}� C:ouncil shall hold a noticed public hearing
re�;lyding thesc mattcrs pri<�r to ar��ro�•ing and <�rderin� the lc��t� c�f assessmcnts. :1t the discrcuon of
the Cit�• C�uncil, a separate engineer's report for this T�istrict m1�• be prepared and presented, but
such a re}�ort is not reyuired if the im�ro�•ements, budgecs and assessments f<�r this 1�istrict are
included in thc cn�;inccr's rc�c�rt f�r thc Ccrosc�lidated l�isirict.
1�his Rc�ort consists of ft��c (5) parts:
Part I
Plans and Speeifications: .� descri}�tion of the llistrict boundaries ancl the proposed
impro�•ements associated �vith the l�istrict. 'I'he llistrict is being formed and concurrentlt'
established in the Cons�lidated I�istrict as a sin�;le benefit rone encomJ�assing prc>perties within ihe
territc>r�� identified as Sil�-er S�ur Ranch and certain adjacent �arcels that must access thcir pro�ert�•
frotn Sil�•er Spur "1'rail (the locauon of the improvements), induciing the residential parcels of 1�ract
229H and '1'ract 2�21 that are located on I-e�ther .1rro��� 1'rail; the parcels �vithin Tract ���3 that
P��r.f
�MuniFnancial
Cit� uf I'alm I�cscrr ��I��cr�I�ur Kanrh I a+n�ls�:al�in_�ancl I.is;hnn�I)i,irict
I'.tt�inccr's Rcrc>rt
I���rinxii�m
1'isc.il 1'e:ir 2(lUHi2O(l�)
ti•cmt �ih•cr ti��ur "1'rail; and thc ��arccls that frc�nt Sil��cr SE�ur '1'rail at thc cnrrancc tc� �h�� tiil�-��r S�,ur
IZancl� subdi��isions at 1'<>ric�la .���•c•nu��.
Part II
The Method of Ap�ortionment: :1 discussi<>n oi beneCits the ii»prc>��ements and sen�ices ��r���-ide
tc� ��roperties �vit.hin the I�istrict ancj the metllod c>f calculsitin�; each I�rc��x:rt�'s pro�x>rtic�nal special
l�encfit and annual assessmcnt. '1'his secti�m als<� idenufies and outlines an ;lssessment Ran�c
I�c�r�nula that �vill prc���icle fc>r aii annual acljustinent tc> the initi�l inaximutn asses�mcnt rate ideeitifiecl
in this Rcpc>rt, thcrcb�� cstablishin�; sct limits c�i1 futurc asscssmcnts, but alsc> prc��•iciin�; Cor
rels<�nablc cost adjustmcnts cluc tc� inflltion.
Part III
The Proposed Budget: ,�n estimate of thc lnnual costs to �perate, maintain, ancl ser�•ice the
landsca��e impro�-ements and appurtenant facilities pre��iousl3� installeci and constructed in
cc�nnecrion with the develo�ment of pro�erties �vithin the llistrict. 'I'his bud�et includes an estimate
of antici}�ated annual direct maintenance costs and icicidental expenses incluciing, but n�t limited tc�
lab�r, materials, eyuipment and administration exE�enses as �vell as the collection �f ap�rc>�riate fund
balances necessar}� to support the impro��emenis and the I�istrict. 'l�he pro�osed ma�imum
assessment (Rate per }�,qui��alent I�enefi� L:nit) identified in the bud�;et c>f this Re�ort, establishcs thr
initial maaimum asscssmcnt for this District and subscyucntl�� "l:.onc 17 of thc Consolidated llistrict
for fiscal t�ear 2()08/2009 and shall bc: acijusted annuall�• b�• the ,-�ssessment Rant;� I���rmula
de�cribed in the method of a�portionment.
Part IV
Boundary Diagram: r1 I�iagram sho�ving the eatcrior boundarics of the I�istrict ("Lonc l7 of thc
Consolidated District) is pr��-ided in this Iteport and includes all parcels tha� �vill recei��e special
benefits from the impro�-ements. Parcel identification, the lines and dimensions of each lot, }�arcel
and subdi��ision of land «�thin thc l�istrict are sho�vn on the Ri��ersidc: C�unt�� :�ssessor's I'arcel
;�Iaps, anc] shall include subseyuent subcii��isions, lc>t line adjustments or }�arcel chan�es therein.
Reference is hereb�� made to the Ri��crside Counh• :�s�essor's Parcel �faps for a detailed de�cription
<�f the lines and dimensions c�f each lot and }��rcel of land within the llistrict.
Part V
:�ssessment Roll: :1 listin� of the parcels and calculated assessment amount to be �resented to the
properh• o�vners of record wnthin the llistrict as part of the protest ballot proceedin�s required
pursuant t� the �ro��isions c�f the California Constituti�n. "1'he �ro�osed assessment amount for
each �arcel is based on the ��arcePs �roportional special benefit as outlined in the method c�f
a���orticmment and the prc>�c>sed initial ma�+imum assessment rate.
------ - - - --- ----.. . --- --
Pa�c'�l
�MuniFnanciai
( i�� �,C Paln�1)c�ert S�l��r ti�n�r lt:�nch].anclsca��in�,ancl l.i�li�ing I)isrrict
I':n�inccr'> Kc�wrt
I�cnm:inun
I�isr:ill�csu 211U�i/�UU�)
Part I Plans and Specifications
Overview of the Consolidated District
In �cncral, thc (:onsc�lidatcd I�istrict �ro�-i��cs fc�r thc c�ntiiiuccl ►naintcnancc•, scc-��icint�,
aclmini�tration and oE�cration of ��ccifc landscapin�; and li�;hting itnpro��emcnt� ancl assc>ciatcd
a��urtenanccs for cach of thc thirtccn (13) lc�ncs ("Loncs 02 thr��ugh 09; 11; and 13 through 1G) c>f
�uhich '/.ones U�, f)G anci 1Ci arc fw-ther �1i�-ided into Subzc�nes ((;urreiitl�� a total c�f 33 "/.�ncs and
Subz�ncs).
�Ic�st of thc 'I,oncs and Subzoncs �ti�ithin thc Consc�lidatcd l�istrict �vcrc originall�• establishcd in
connecti<�n with the de�•elopment <�f �roperties �vithin those Lones �r Subzones tc> fund ihe
im��ro�•etncnts installed in connection ��-ith those de��elopments. The Cih• providcs for the annual
maintenance, ser�•icing, and administration of the Cc>nsolidated l�istrict and impro�•ements through
thc annual le��� of special benefit assc:ssments for each of the �•ari�us l�nes and SuUzc�nes. '1'he
assessment re�-enue c�llected in each res�ecu��e "Lone 1nd/or Subr�ne fiinds c>nl�� the im�rovements
and a�sts �f that Ionc and/or Subzonc.
Description of the Proposed District
"1'he territor}� within this I�istrict and subseyuenrlt• "/.one 17 of the Consoliciated llistrict is locared in
the south�vestern portion of the (;in-, west and north of Portola :1��enue and generall�� south of
I Iati�stack Road, and east of,�lamo Dri��e, (:hia l�ri��e and .1rro�v Trail. 'I'he l�istrict includes the lots
and parccls of land id�ntifted as:
• Sil�-er Spur Kanch l'nits No. 1, 2, 3 and � consi�ting of t�vc� hundred seventeen (217) residential
lots and thrce (3) exempt utilit�•/casement parccls; and,
• "1'ract 2298 consisting of fiftccn (]5) residential lots on Pcathcr'I'rail; and,
• 'I'�vo residential lots at the end of I�cather "1'rail that are desi�,mated as a portion c>f'1'ract 2521;
and,
• rour residenual lots located at the southwest end �f Sil��er S�ur "1'rail that are designated as a
portion of"1'ract 5�53; and,
• }�'i��e residential lots and hvo exempt utilih'/easement parcels locatec3 �n the north side of Sil�-er
Spur '1'rail between Sun Corral "1'rail and Portola :-�venue (1'hese parcels are �enerattt- considercd
to be ��art of Sil�•er Spur Ranch l'nit N<�. ], but �vere not induded as part of tlie ori�inal tcact
ma�� for that dc�•clopment).
__--- -- - -- - —..__. _._..
P;r��c 5
�MuniFnancial
(,itc of I':ilm 1)cscri tiil�cr S��ur K:inch l..�ndsca��irn�anil I,iglvin�I)istrict
1(n�inrcr's Kc��c�rt
1'��rnrltic,n
f�i,cal l�car?UI1R/�llU9
:\� thc timc this ltc}�c>rt ��•as I�rc}��rccj thc �arccls c�f lancl that cc��n�risc this I)isrrict arc idcntificcl cm
ihc Ri�•crsidc (:c�unt� :lsscssc�r's Parccl I�Ta��s as:
• 13oc�k G30, a j�<n•tion oCl'a�c� 22 ancl 25 (-17 �arccls); a�id,
• li�x>k G3O, all ��arccls of Pa�es 23 and 2-1 (95 ��arccls); an�1
• ]i��ok G55, a jx�rtion of Pages O� and O8 (17 parccl,); and,
• 13o<.�k G5�, all parccls ��f Pa�cs O-4, OG and 07 (89 parcels); and
Improvements and Services
Improvements and Services Authorized by the 1972 Act
.-1s �;cncrall�� dcfincd bt� thc 1972 ;�ct �nd inat• bc applicablc to this District �s �vell as thc
Cons�liclated District, the imprrn�emc:nts and ass�ciated assessments ma�- include c�ne �r more of
thc following:
1) 'I'hc ins�allation or plantin�of landscaping;
2) "I'hc installatic�n or c<mstruction of statuar�-, fountains, and othcr <�rnamental structures and
facilitics;
3) Thc installation or constructi�n �f �ublic lightin� facilities 1IlCIU(�lIl€?, but nc�t limitcd to strcct
li�;hts and trafftc si�nals;
-4) '1'he installation or construction of am� facilities which are a��urtenant to an�� of the fc�regoin� or
which arc ncccssar�� or com-cnicnt f�r the maintcnancc or scn-icing thcrcof;
5) "1'he installatic�n of park or recreational itnpro��ements, including, but not limited to, all c�f the
follo�t�in�:
a) l,and �rc�aration, such as graciing, lc�•clin�, cutting and filling, sod, landscaping, irrigation
st•stems, side�valks, and drainage.
b) ],i�hts, �la���round eyuipment, pla�� courts, and public restrooms.
G) "1'he acyuisit.ion of land for park, recreational, or open-space purposes or am• existin�
improvement othenvise authorized pursuant tc> this section.
7) "1'he maintenance or ser��icin�;, of an}� of the foregoing includin� the furnishing of sen�ices and
materials for the ordinarl' and usual maintenance, o}�eration, and ser��icing �f am• im�rcn�etnent
induding but not limited to:
a) Rc�air, rcm��-al, �r rc�laccmcnt of all or am� �art of am�impro�•ements;
b) C7radin�, clearin�;, rerno��al of debris, the installatic�n or construction of curbs, gutters, walls,
�ide�valks, or ra�•ing, c>r�vater,irriga�ion, drainlge, or electrical facilities;
-- - ----- -- - -- --..--------
P�t{�c<
�MuniFnancial
(:ii� ��� I',ilm 1)csc�ri S�I�rr ti�n�r It.inrh l.anclua��in[�.�u�1l.i�hiin��,1)istrict
1•:n„inccr', Ilc�i�,rt
l�c�rmanun
I'tsca�l�c�r�'l)(1Hi?II(19
c) Pr<���iciin� t��r thc lifc, gr�����ih, hcalih, and bcaut�- ��f lanclsca��ing, includinf� culti�•ati�m,
irri�aticm, trinin�in�;, s��ra�-in�, fcrtilizin�;, or trcati�i� tc�r discasc c�r injtu•�•;
C�� I�1C CC1T70\'al c>i tritnmint;s, rubl�ish, cicbris, ancl c�thcr sc�licl ��•�tstc;
c) '1'klc cicanin�;, �an�ll�las�in�;, ancl ��aintin� c�t �valls and c�thcr ini��ro��cmcnts tc> r�mc��c c>r
a>�-cx graftiti;
E) I�;Icctric currc:nt c>r cncr�;t', �as, or othcr illuininatiiig a};ctit fc�r an�• Eniblic li�htin�; facilitic� c>r
fc�r thc lightin�; or o��cration of am• c�ihcr im��ro�•cmcnts;
�;) ��'arcr fc>r thc irrigatic.>n c�f anti� landscapin�, thc �rcrati<m c>f an� fcx�ntains, c�r ehc
maintcnancc of am� c.>thcr im��ro��cmcnts.
K) Incidcntal cs�cnscs associatcci�vith thc itnprc>t�cments indudin�, but not litnitcd to:
a) '1'he costs of the rer�rt ��re��aration, includin� �l�n�, ti�CC1f1C�111()Ilti, estimates, diagram, and
asscssmcnr,
b) "I'hc c�sts of�rintin�;and ad��ertising, and �ublishing,j�osting and mailin� of noticcs;
c) Cc�mpensation }�a�•ablc to thc (:ow�t�� for collcction of asscssmcnts;
d) Com�ensation <�f an�- engineer or attorne��c:mp1<>t'eci ro render ser�•ices;
e) .1n�� c>ther etipenses incidental t<� the cc�nstruction, installati�n, or maintetiance and ser��icin�;
c�f nc�im�ro�•cmcnts;
� (:osts associateci euirh ant�elections held fc�r the appro��a] c�f a ne�v�r increased asse�smenr.
Description of the District Improvements
The purpose of this l�istrict is to ensure the on�c�in�; maintenance, operation and sen�icin� c>f lc>cal
landsclpe impro�•ements that benefit I�roperties ���thin the llistrict that were established or installed
in connection ���ich de��elopment of residential �ro�erties �vithin Sil�-er Spur Ranch. Thc
impro�•cments installed as parr <>f this de��clopment shall be maintained and fundecl entirel}• throu�;h
thc District asscssmcnts.
'1'he imprcn�ements to be maintained are located ��7thin the median islands that estend the: len�th of
Sil��er S�ur�1'rail (Portola :1��enue tc� the end �f Sil��er S�ur 'l�rail), a distance of apPmsimatel�• 2,-�7�
linear feet. Z'hese itnpro��ements ma�• include but is not limited to �round co��er, shrubs, trees,
plants, irris;ation and clraitia�;c s��stcros, ornamcntal li�;ht.ing, �valls or othcr fcncing, cntn��va}•
m�numents and facilities, and associated a��urtenant facilities. "1'he maintenance of the I�istrict
irnpro�•ements �;enerall�• incluc3es, but is not limited to, all rnaterials, eyui��ment, utilities, labc�r and
incidental e���enses includin� administrative es�en�e� for annual ol�eration of the I�istrict as �vell a�
the �erfc>rinance of I�ericxlic re�airs, replacement and rehabilitation acti�-ities (a�•ailable funciin�;
pertnitting) that arc assc�ciateci �vith th<�sc im�rovcmcnts. llc>cumcntation and maps of thc locatic�ti
ancl eatent of the imprc���ements tc> be maintaineci b}� the l�istrict are on file at the Cit�• c�f Palm
tiprin�;s Public\t'orks Ue}�artment and Uti�refer�nce are tnacle part of this Report.
---. .... _..— A,i��c 7
�MuniFnancial
(:itc ul Palm I)c:ert �il��cr�}�ur Ranch l;.uiclsca��ini;;incl I.ight�n�I)istrici
I�.n�inccr'= Rc�x�rl
I�<,rniaticm
1'tsC:tl l�car 3f)ll�;/?Illl')
Excluded Improvements
.�l�hc�ugh tlic l�istrict m�n� maintain thc c>rnamcntal lanclscapc li�;htiiig �vithin thc incciian islancls
(lcnv ��c�lca�;c li�htin�), it is not ��rc���c>scd that this I�isirict �vill fund c�r ��rc���idcd f<�r thc mainicnancc
anci o}�cra�io�� <>f chc strcct li�;hts �vithin thc boundarics c�f this I)istcict. E Ic����cvcr, thc ►naintcnance
and ���cration c>f thc strcct li�;hts cc�uld bc incc>rJ�oratcd int� thc l�istrict im��rc���cmcnts ar a lattcr
ciate �ro��icic thc ��ro}��in� ��«'ticrs a��rrrn•c a ncw or incrcascci asscsstncnt tc> suJ�}�ort thc cc>st c�f
thosc imE�rc���ctncnts.
�imilarl�•, alihou�;h thc llistrict will fund and maintain thc lancisca�cd areas �vithin ihc mcdian
islancls on Silver Spur 'I'rail includin�; the entr�•�va�� area at Portola :lvenue and the turnabc>ut
(�nedian circle) at the intersection �f Sil�•er S�ur "1'rail, I3uckbc>arcl "1'rail and Litde l�end '1'rail, the
District does not fund or mainrain an�• c�f the landsca�ed }�ark�va��s along Silver Spur 'I'rail. 'I'hese
areas are pri��atel�� o��med and to be maintained b�� each res��ectire �roperri• o�vner includin� the nvc>
�ri��atcl}• owncd landscapc circles �n ihc sc�uthwcst sidc of Sih�cr Spur"I'rail just south of Riata"I'rail.
"I'he estimated annual cost to provid� and maintain the iml�ro��ements ���ithin the Uistrict shall be
allocated to elch propert�� in ��ro�or[ion to the special benefits recei��ed. 'I'he ;�Ieth<xi c�f
.lpportionment described in this Report utilizes commcml�• acce�ted assessment engineerin�
practices anci has been established pursuant to the 1972 :1ct 1nd the �rrn�isions of the California
Cc�tistitution.
---- ---.._._._..... . . _—
P t,�e h'
�MuniFnancial
(.iic nl I'alm 1)cscrt ��hcr S��ur Ranch I;,inclsca��inf;;ind I,�s�hiin�l�isiricl
({n�incci's IZc��c�rt
l�nrm.tlic��i
1`i,atl 1'c:ir 2UU5;2UU9
Part II — Method of Apportionment
"I'hc 1972 :�ct perinits thc cstablishincnt of asscssmcnt clistricts l.n• agcncies fc�r thc �ur�x�sc c>f
��rc>��iciing cert�in �ul�lic im��r��-ements, «-1,ich includes the c<�nstructic�n, main�euance, anc� ser��icin�;
c�f��uhlic li�;hts, l�ndsca��ing, parks and apE�urtcnant facilitics. '1'hc 197? ;1ct further rcc�uires chat thc
cost c>f these imprn�•emetirs be]c:�-ied accc}rdin� tc� benefit rather than assessed ��alue:
"1!�e ire/unlorr�tt to (�e u.�:m.,:rell If�O/1 IUIICL4'EUIILIIII CJJI cLCSPJ:�777E'JII CII.1'//YfI 177U)'�JC af��o�tioner/6}�uiry�f»>nn/u
or nretho�!u�br�l�fui�l��di.rtii(�nte.c/he net umor�nt umoir�a//as���:,uble/ot.r or�arrel.r in�roj�o�Yion tn tbe
P.clinrater!�eneft.� tn be iereit.�ed by�earG.rm/�/ot or parcel fir�m t/�e rmproz�enle�rt.c."
"I�he methc�d of app�rtionment described in this Repc�rt for allc�catic>n c�f specill benefit assessments
utiliLes commonl�- acce�ted engineerin� �ractices and ha�•e l�een e���blisheci pursuant to the 1972
,1ct and thc prc>�-isions of thc Calif�rnia Constitution. "I�hc fc�rmula uscd for calculatin�; asscssmcnts
in this llistrict and each "./.one of the (:�nsolidated I�istrict reflect the compositic�n of thc �arcels,
ancl the im�ro�•ements 1nd ser�•ices prc��•ic3ed, to fairl�� a��orticm the costs based on ben�fit tc> each
parccl.
Bene�t Analysis
I�;ach of the proposed im�rovements, the a�sociated cc�sts, and assessmerits have been carefull�•
re�•ie�vecl, idenufied and allocated based on special benefit �ursuant to the pro�-isions of the 1972
;,et 1nd rhe California Constituticm. "1'he im(�rc���cmen�s rc� be �ro��ided bt� this llistrict and for
�vhich �ro}�erties will be assessed ha��e been idenafied as necessar��, de�irecl �r required for the
orderl�� de��elc>pment �f�roE�c:rties �uithin the llistrict to their fullest �c�tential, consistent with the
de��elopment �lans and applicable �ortic�ns of the Cin''s (7eneral I'lan. :�s such, the ongoin�;
c>perltion, ser�-icing and tnaintenance of these impro�•ements ha�•e historicall�� been funded b�• most
c.>f thc �ropert�� o�vncrs �vithin thc �roposcd l�istrict (namcl�• Sil��cr Spur Ranch) throu�h their
E Iome��vners .lssociati�n dues. '1'herefore, it is reasonable to conclude that the annual costs of
ensurin� the maintenance and �perauon of the impro��ements �re considered a distinct and s�ecial
benefit to the resident.ial �m�erties �vithin �il�•er S�ur Ranch, but also tc� the subseyuent residential
de��elorments that are directl� related to thc�se im�r��-ements.
'1'he tnethod oC a����ortionment (als� rcferred to as thc "methc�ci �f assessmcnt") establishecl herein is
based c�n the premise that each assessed �arcel within the l�istricc recei�•es special benefits from the
itn�ro��ements, and the desirabilih� and securih' of thosc properties is cnhanced b}� said
impr�vements, incluciin�; the presence c�f street li�;htin� ancl well-maintained landscapin� in close
�roximit}� to the properties within the l�istrict. r1s defined b� :�rcicle XIIIll, Section -� of the
C:alifornia C�>nsutution:
`;S���e�iu/Genefit n�eun.c u�iarlrc��/m•und rli.rttn�t(�en ft oz�er and uGot�e�eiteru/�eireJil.r conferred on reu/
prore�Y��locuted i�7!!re l�istrirt or to the prrblic ut lm�e."
—------ - _...— -- -
Pa��e>
�MuniFnancial
(:ir� �,1 P:�Im I)c,cn tiil�•cr ti��ur Kanc:h I.ancl�r.i�iinti;incl l.i�liiin�1)i�inci
, [�:rn�ineci's Kc�u�ri
I•c�rmau�m
I'isc,il 1'c.ir 3U(1R/?I10')
Special Benefit
'lhc s��ccial l�cnetit� assc�ciatccl «7lh lanclsca��c i�n��rr>�•cments arc ti�)CCIE`IC1II�':
• I�:nhancccl cicsiral�ili��� of��rc>��crtics thrc�u�;h associatic�n t��ith thc im��rc>�•cmcnts;
• Im��ro��cd acsd�ctic a����cal c�f��ro��crties ��rc���idin�a �x�siti�•c rcprescntat.ic�n of thc arca;
• l�:nhancccj adaptation c>t thc urban c:m•ircmmcnt «7thin thc natural cn�•irc�nmcnt ti�om
acleyuatc�;rccn s�acc ancl lancl�caE�ing;
• I�;m-ironmc:ntal enhaticement thrc�ugh im�rc�r-ed c:rosicm resistance, dust ancl debris cc�ntre�l;
• Increased sense of pride in o�vnershi� of pro[�ert�� ��nthin the Consc�liclateci Uisirict ancl
l�istrict resultin� from �vcll-maintaincci impco��cmcnts associatcd ��7th the��ro�crtics;
• Reciuced criminal activit}� and ��ropern'-related crimes (es�eciall�- �•andalism) a�;ainst
propert.ics thrc�u�h �vcil-maintaincd surrc�undin�s and amcnitics including abatcmcnt of
�;raffiti; and
• I:nhanccd em�ir�nmcntal yualit�� of thc �arccls b�• m<>ci�rating tcm�cratures, pro�•idin�;
oY�•gcnati<�n and att.cnuaung noisc.
'I'he preceding benetlts collecti��el�� contribute ro the c>��erall aestheric �•alue and desirabilit�� of each
of the assessecl parcels and thereb�- prc�vide a special enhancement to tho�e properties. I�urthermore,
it has becn dctermined that thc lack c>f fundin� to properl�• sen-icc and m�intain thc impro��ements
��•�uld likel�� ha�-e a direct ne�ati�•e im�act on those prc�perties.
General Benefit
In re��ic�vin�; the impro�•emcnts and the prosimit�� �f those im�ro��cments to [�roperdes «�thin the
prc�posed llistrict as well as adjacent �mperties outside of the boundarics of the l�istrict, and the
reas�ns for installing and constructing such improvements;it is apparent that the nec:d t<�tnlintain the�e
particular imprc��•ements are eaclusi��el�- a Ic�cal issue and are associated�vith onl� the parcels �ti7thin this
l�istrict, and thc c�nciition �f thcsc impro�•cmcnts �nd the lc��cl of scr��icc prc���ided �vill dircctl�� affcct
onh thosc J�ropertics.
.-11th�>ugh the impro�•ements are vti�ithin public areas or easements that ma�• be available or visible tc�
the public at large, these impro�-ements are not neccssaril`• reyuired n�r desired ln� an�• propert.ies c>r
cle���l�rments outside the }�r�Posed llistrict. ;1s such, it has Ueen determined that these
irnpro�•cments �ro�•ide no mclsurlble benefit (s�ecial or �en�ral) to �ropertics outside the llistrict
c>r t<> the public at lar�e, but are clearl�� a distinct and special benefit to onl�• properties �vithin the
llistrict.
Assessment Methodology
lipon re��iew c>f the propc�sed imrm�•ements, it has been determined that each of the residenrial
parcels within the llistrict�vill recei��e substantiall}� similar and proporuonal specill benefits from the
o��erall imj�rc���ements tc� be �rc�t�ided. .�s such, a single zone of benefit utilizing the I�:yui��alent
I3enefit l'nit (hereafter referreci to as ihe "I?I31�") methcxl �f a��c>rti�n�nent, �vliich �vas pre��i<�usl��
----.. --
--- ----
Pa�,e 10
�MuniFnancial
(;ih c>CI':�Ln l)cscrt �il��cr ti��ur Kanch l,anclx:a��in,y:incl l.�i;hnns�;Ui,irict
I:n;�inccr', Kc����ri
1�<,nnau�>n
1'i,r.il 1�cur?Illl�/�ll(1')
cstahlishccl fi>r thc Cc�iisc�(i�latc�l I�isirict, is an a��E�rc>]�riatc ralculati�>n ��f s]�ccial bcncfit fc>r cac-1� Ic�t
c�r }�arccl �vithiu this I�istrict ancl subscyi.icnil�� as "I.c>nc 17 c>f thc Cc�nsc>lidatcci Uistrict. "I�his I�:li['
�nethod of a}�]�ortic�nmeiu uses the single-famih� home site as the basic unit ��f assessmenr �vith cach
incli�-icival singlc-famil}- rrsidcntial prc�pert� bcin� assi�;ncci c.�nc (l.OU) 1i131'. ;�11 c�thcr lancl uscs arc
assi�;nccj a ��ro��ortionatcl�� �vci�;htcci Iilil� ulsed c>n an �sscssmcnt f<>rtnula that cyuatcs thc
��rc�pert�'s s�ecific cle�•elo(�ment status, t���e c�f c�e��elc>pment (cc>llecti�•el� referred tc> as "lancj use"),
and F�rc��ern� siie as comparecl �c� a �in�le-Camil�� hvme tii�e.
"I'he I�:131..' methc�d of a���ortionin� benefie is n-picall�� ��iewed as cme of the mc�st a����rc>�riate ancl
eyuitable assessment methodc>lo�;ies fcrr clistcict� formed uncler the 1972 �1ct, as the beneGt tc� each
j�arccl Erom the im�ro�•cmcnts are a}���c�rtic�nccl as a func�icm c>f�-arious com}�oncnts, includin�; land
use h�pe, size and de��elc>�ment. I�:ach parcel �vithin the C�nsc>lidated District and this I�istrict is
assi�;ned a land-use classification based c>n a��ailable parcel inf<�rination obtained frc>m the Countt�
.\ssessor's ()ffice 1nc3 (;it�� recorcls and is assi�neci a calculated I;13L based cm that J�arcel
infc�rmati�n.
"1'he 1�;13i; a[�plic�ition bt• land use for the (;onsolidated l�istcict and applicable in ���lic>le or in plrt ic�
this l�istrict is summarizcd b�• thc fc>llo���ing tablc.
L:1'�I1� t'SI-; /]:Lt'I�':U.l-;N'1' 131;NI;I�I'1' L'NI"1'S
EBU Multiplier to
Property Type Factor Calculate EBU
Sin�;lc l�amilti• Reside►itial l.OU Per Unit/Parcel
Sin�le Famil�•�'acant I,ot l.OU Per I'arcel/I,ot
C��ndominiums 0.80 Pcr Unit
Commercial G.00 Pcr:1crc
Residential and Commercial Vacant 0.3O P�r .-�cre
l:tcmpt 0.00 1'er I'arccl
f�:xem�t �arcels include easements and landscaped areas c>r common areas.
"l liis I�i,trict c�nsists c>C onl�� three propertt� t�•pes: Siti�le I�amil�� Resideiitial (develc>�ed) and �in�le
I�amil�• �'acant ]�ot, both �f���hich arc asscsscd l.O0 I?I3l? per Parccl; and }-:aempt propertics that arc
not asscsscd.
1'hc fc�llo�ving formulas arc used to calculatc cach �ro�crt�'s asscssmcnt amount �vithin this llistrict
and thc Consolidated llistrict:
EBU Factor x Acres/Units/Parcel = Parccl EBU
Total Balance to Levy / Total EBU = Levy per EBU (Rate)
Parcel EBU x Levy per EBU = Parcel Levy Amount
------ --- -- _ __ _.... - -.. .
Pv�r II
�Mu�iFinancial
Cit� nf P.ilm llcxrt �ih•cr S�nu�Itanch ].,�ncl,ra��in�an�l l,t�htin�llisirict
f•:n�inccr'� iZc��urt
I�<>rmatiun
I�isral l�c;�r 311(18;�?llll9
Annual Inflationary Adjustment
It i� rccc>�nizccl that m�st cc>sts associatcd with thc roslliltcnance and c�E�craticm c�f J�ublic
itn��ro��cmctits �vill ulti�natcl� bc imJ�actccl b�� intlatior� in subscyucnr �•cars. In an cffc�rt rc> tninitnizc�
this imract, a t<n-mula ic>r an inflat.ic�u adjusttncnt has l�ecn incorl�c�ratc�i and inclucicd as E�art c�f thc
a����re��•eei assessments fc�r the �•arir�us 'l.ories ancl Subzc�nes c�f ihe Cc�nsolidatecl ]'alm Uesert
l,andsca��ing and I,i�;htiil�; llistrict. 'I'his j�reti�i<�ush� aclvl�tcej irlfla[ionln� Fc�rmula is describec.l hele>u•
anc� �vill bc ap��licd and cc.mtinucd as part c�f the rrc���osccl a��c:ssmcnt 117(I annual ltl{��lflOI71C�'
adjusttnent fc>r the Sil��er Spur Itanch ],aiidsca�in� and ].i�;htiti�; I�istrict ihat �vill be pre�entec� tc>
pro��ern• o�vners of recc�rd for appro��al C017]lI1CI1Cli1� in fiscal ��ear 20U8/20O9 pri�r tc> ihe
imp��sit.ion �f such an asscssment and inflatic�nan' fc>r�nula.
1�;e�v c�r increased assessmenis reyuire certfilil not.icing, meeting, and b�llotin� reyuirements.
I Ic>�ve��er, C;overnment Code Section 5-�9�-�.G(a) �ro��icles that a "�teiv ni•i�rcreased u.rsee�e�me�tP' dc�es not
inclucle "u�r u.+:re.c.rment u�birh doe.c not e.x•ceer!u�r a.r.re.r.cme�r�fa•rrrrr/u ar run�e of u.r.ce.r.cme�rt.c...�ier�iorul}� udn�ted b}�
the u�enry oi�up�rnced(�}�tl�e r�oterr in the ureu wln�re the a.rse.rsnre»I i.r in>f�arec%" '1'his definition of 1n incrcaseci
assessment «�as later confirmed b}- Senite l�ill 919 (the im�lementing Legislation for Pr<��ositic�n
218).
'1'he Consc>lidated llistrict and its %one and/or Subzone assessments include a f�rmtila for
incrcasin� assessments for each future fiscal ��ear to offset increases in costs due to inflation. "I'his
assessment adjustment f�rmula complies ��nth the abo��e referenced Cio��ernment (;ode Section aiici
�vas appro�-cd b�• the Cit�� Council and the �roE�crn' o�vncrs ��7thin the �•arious ".l.ones and Subzones
of thc Consc�lidated I�istrict. This samc formull is �ro�oscd to bc applicci to thc Sil��cr Spur Kanch
],andsca�in�and I,iphtin�; I�istrict and is describcd bclo�t�:
"I'he maximum assessment amount allowed for each fiscal �-ear shall be increased in an amount ec�ual
to the lesser of: (1) three percent (3.0"'0), or (2) the antlual percentlge increase c>f the l.c�cal
Consumer Pricc lndex (CPI) for ",\Il l:rban Consumers" f�r the ],os .ingcles-Ki�•c:rside-Oran�e
(:<�unt�• .-�rea.
F.1ch tiscal ��ear the (;in� shall identif�� the percenta�e difference bet�veen the CPI on Januan• 1 c>f
each �-ear and CPI for the pre��ious )anuar�� 1 (c�r similar time peric�d). "1'his �ercentage ciifference
shall thcn establish the ran�c of incrcascd assessments allowed bascd on CPT. Shc>uld thc Burcau of
Labor Statistics re��ise such index or discontinue the �reparation �f such index, che Cir�� shall use che
rcvisccl indc� or cotnplral�lc s�•stcm as a}���rc>�-eci b�• thc Cit�• Cc�uncil f�r dctcrminin�; tluctuati<�ns in
ihc cc>st of li�•in�;.
"1'he fact that an assessment range formula is adopted f�r the Consolidated District anci this
I�istrict's asscssments docs nc�t rec�uire that the adjustment bc a��licd cach �•car, nor d�es it restrict
thc assessmcnts to the acljustment amount. In the c��ent that the Citt• Council detertnines that an
intlatic>n adjustmcnt is not rcyuired f�r a gi��cn fiscal �•car, thc Cih' Cc�uncil ma�� authorizc thc
asscssment without a��l�•in� the adjustment f�rmula to the amount lc�•icd. If thc budget and
ass�ssments recluire an increase greater than the adjustment set forth in the formula, then the
prc>poscci iticrelse �vould bc subjcct to appro��al b�� thc E�ro�crn- o�vncrs. F:ach fiscal �•car, thc
maximum assessment ratc shall increase at the maximum amount allo�vable re�;ardless of whether or
not th� increase is le��ied tc> the �arcels �vithin the I�istrict.
----
--.._. --
P,r��c•IZ
�MuniFnancia!
(;it� ut I'alm l)cscrt `il�cr ti}iur]Zsinch L,inckc;i�iin,�ancl I.�gl��in�I)i;iricr
I?nginccr's ltc�wrt
l���rru:�ti�,>>
I�iscal l�c;ir?Il(l�i/?OO9
Part III Proposed Budget
'1'he iollc����in�; bucl�et outline� the (;it�'s estimate c�f �ntici}�atecl e�:E�ene3itures, deficit�, �ur��luses,
re��enues, and re�cr��e fund balances associated �vith �ro�-idin� a���rc��riate and adeyuate annual
cnaintenance and c�peratic>n of ihc im}>>'��'��nents. 'I'he resulting maximum assessment ratc
establislied for the I�istrict is ba�ed c�n the buclget information presenteci hercin atid shall be u�ecl tc�
calctilate each J�arcel's prc�l�ortic»ial assessment c>bli�atic�n in accordance �vith the meih<xl c�f
a��c�rtionmcnt c�utlincd in this Iteport, �vhich shall bc prescntcd tc> thc propertti� cnvncrs c�f rccc�rcl as
part �f a I�rotcst ballot prc�cceciin� f<�r thc formaticm c>f thc I�istrict.
ESTIMATED EXPENSES
BUDGET ITEM MAXIMUM 1ST YEAR
ANNUAL MAINTENANCE(DIRECT COSTS) �
Landscape Maintenance 10,993 10,993
Tree Maintenance 2,224 2,224
Landscape Utilities(Water/Electricity) 2,848 2,848
Miscellenaous Materials 8 Equipment 331 331
Total Annual Maintenance 16,396 16,396
REPLACEMENTIREHABILITATION(CIP)
Median Rehabilitation/Replacement 946 946
Tree Rehabilitation/Replacement 1,750 1,750
Total ReplacemenURehabilitation 2,696 2,696
ADMINISTRATION
Annual Administration 2,677 2,677
County Administration Fee 99 99
Miscellaneous Administration Expenses 28 28
Total Administration 2,804 2,804
LEVY ADJUSTMENTS
Reserve Fund Collection(Transfer) 1,095 � 1,095
Revenues from Other Sources(Contribution) - -
General Benefit(Contribution) - -
Total Levy Adjustments 1,095 1,095
Balance to Levy $ 22,991 $ 22,991
Amount Balloted $ 23,085.00
DISTRICT STATISTICS
Total Parcels 248 248
Parcels Levied 243 243
Total EBU 243.00 243.00
Levy per EBU $ 94.62 $ 94.62
Maximum Levy per EBU S 95.00 $ 95.00
. P.{�,c•J.f
�MuniFinancial
(.�ic<>C1'al�ii l)cscrt �il�cr�I�ur Ilancli I;.inclsca��iii�:i��cl l.i�;hunc;I)isrrict
1•:n��ncrr's Itc�x,rt
I�urm:ui<>n
I`isc:i�l�car?II(18�3U(IV
Part IV —Boundary Diagram
:A I3oundaiti• lliagram sh<��vin� thc ���•crall b<>und��rics of thc I)istrict is pm��idcd <�n ihc f��ll���viti�;
��a�;c. Spccific parccl idc��tificati<�n, thc lincs ancl diinc�lsic�iis of cach 1�>t, }�arccl and subcji�•ision c>f
lancl ��ithin the bc�unciaries e�f the I�istrict shall be inclusi�-e c�t the cc>rresE�c�nelin�; I�areels she>�vn c�n
the Ri�•erside C;��unt}� .�ssesse>r's I'arccl i�faps as the�� ��istcd at ehe time oC the }�assa�;e c>f thc
Res<�lutic>n of Intentic�n, and shall include �ill subseyuent subdi�•isic�n�, 1<�t line adjustments <�r parcel
chan�;cs ihcrcin. RcCcrcncc is hcrcb�- macie t� 1'art \' c>f this rc��c�rt for a listin� of thc: ��arcels ��-ithin
tlie llistrict that corres}�oncl tc� the Itivecside Cc�unt�• .1ssc:ssc�r's ma��s.
Pa;;e 1-1
�MuniFnancial
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0 �
@: i� � $ ��� � �� � `i
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o� �� $ �: � � I� I�`
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(,i�c c�C P:ilin llcscrt titl��cr`�nu'R:inrh I;.{n�l�ca��in4�ancl l,it;hting llis�rict
, (•:ngincrr's Kc�x�ri
I�urmation
I�isc:il l�car�'llOfi/�(Ifl9
Part V Assessment Roll
Parccl idcntiCicaticm, fc>r cach lc>t c�r I�arccl �vithin thc District anci subscc�ucntl�� '/.c�nc 17 <>f thc
(:c�nsc>lidatecl I�istrict, sliall be the I�arcel as sho�vn c�n the Iti��ersicle Count�• :�ssessor I'arcel �I���s
ancl thc Ri��crsicic Cc�unt} Sccurccl 'l'ax Rc>ll fc�r that fiscal �•car. 'l�hc �ropc>scd asscssment fc>r cach
�arcel has been filed with the Cit}- Clerk and have l�ee�i calculated in accorclarice�vith nc� assessinent
rate ��resented in the buci�et and the methc�d of a���x>rtic>nment described in this Re��<>rt.
Nc>n-lsscssablc lots or parccls ma�� inclucic govcrnmcnt c��vncc3 land; public utilitt' o�uncd E�ro�crh�,
11nd��rincij�all}� encumbereci�vith public ri�ht-of-�va��s or easements 1nd dedicateci�commcm areas.
"1'he assessment infortnation fc�r each parcel as <n�tlined in this ReE�ort and c�nfirmed b�� the Cin'
C:c.�uncil, shall be incor�x�rated intc� rlie annull l�n�;ineer's Report for the (;onsolidated llistrict ancl
submitred tc� thc Cc�unt�� :�uditor/Cc�ntrollcr along «�th all otlicr Consolidatcd District asscssmctits
after the Consolidateci l�istrict's annual I'ublic I iearin� to be included c�n the �ro}�ern� tax roll fc�r
I�iscal Year 2008/2009. If the parcels c�r assessment numbers referenced bt� this Report are re-
numbered, re-app�rtioned or chan�;ed bti� the Count}� .lssessc�r's ()ffice after apprc>�•al of this
Report, che ne�v parcel or assessment numbers w-ith the aj�j�rc}�riate assessment amount will bc
submitted to the Counh� :�uditc>r/Controller.
Assessor Maximum Proposed
Parcel Assessment Assessment
Number Situs Address EBU Balloted FY 2008/09
630-221-005 73464 Siesta Trail 1.00 $95.00 $94.62
630-221-006 73476 Siesta Trail 1.00 $95.00 $94.62
630-221-007 73490 Siesta Trail 1.00 $95.00 $94.62
630-221-008 73506 Siesta Trail 1.00 $95.00 $94.62
630-221-009 73516 Siesta Trail 1.00 $95.00 $94.62
630-221-010 73530 Siesta Trail 1.00 $95.00 $94.62
630-221-011 73546 Siesta Trail 1.00 $95.00 $94.62
630-221-012 73465 Siesta Trail 1.00 $95.00 $94.62
630-221-013 73477 Siesta Trail 1.00 $95.00 $94.62
630-221-014 73491 Siesta Trail 1.00 $95.00 $94.62
630-221-015 73505 Siesta Trail 1.00 $95.00 $94.62
630-221-016 73517 Siesta Trail 1.00 $95.00 $94.62
630-221-017 73531 Siesta Trail 1.00 $95.00 $94.62
630-221-018 47861 Moon Lane 1.00 $95.00 $94.62
630-221-019 73464 Sun Lane 1.00 $95.00 $94.62
630-221-020 73476 Sun Lane 1.00 $95.00 $94.62
630-221-021 73490 Sun Lane 1.00 $95.00 $94.62
630-221-022 73502 Sun Lane 1.00 $95.00 $94.62
630-221-023 73512 Sun Lane 1.00 $95.00 $94.62
630-221-024 73520 Sun Lane 1.00 $95.00 $94.62
630-221-025 Sun Lane 1.00 $95.00 $94.62
--- - --- ---. _ . P.r�r I<
�MuniFnancial
(:in �,f P:ilm I)c>cri �il�cr ti�nu� Ranrh L,�ndsca(�in�an�l I.i�htin„l)i�tnct
1'.�it,�nrcr's Itc��uri
I�c�rman��n
I��s<'a�l�c;u�2(II1;{j?U(19
Assessor Maximum Proposed
Parcel Assessment Assessment
Number Situs Address EBU Balloted FY 2008/09
630-221-026 73546 Sun Lane 1.00 $95.00 $94.62
630-221-027 73408 Silver Moon Trail 1.00 $95.00 $94.62
630-221-028 73416 Silver Moon Trail 1.00 $95.00 $94.62
630-221-029 73424 Silver Moon Trail 1.00 $95.00 $94.62
630-222-001 73465 Sun Lane 1.00 $95.00 $94.62
630-222-002 73477 Sun Lane 1.00 $95.00 $94.62
630-222-003 73491 Sun Lane 1.00 $95.00 $94.62
630-222-004 73505 Sun Lane 1.00 $95.00 $94.62
630-222-005 73517 Sun Lane 1.00 $95.00 $94.62
630-222-006 73531 Sun Lane 1.00 $95.00 $94.62
630-222-007 Sun Lane 1.00 $95.00 $94.62
630-222-008 73464 Silver Moon Trail 1.00 $95.00 $94.62
630-222-009 Silver Moon Trail 1.00 $95.00 $94.62
630-222-010 73488 Silver Moon Trail 1.00 $95.00 $94.62
630-222-011 73500 Silver Moon Trail 1.00 $95.00 $94.62
630-222-012 73512 Silver Moon Trail 1.00 $95.00 $94.62
630-222-013 73526 Silver Moon Trail 1.00 $95.00 $94.62
630-222-014 73534 Silver Moon Trail 1.00 $95.00 $94.62
630-222-015 73552 Silver Moon Trail 1.00 $95.00 $94.62
630-231-001 73409 Silver Moon Trail 1.00 $95.00 $94.62
630-231-002 73417 Silver Moon Trail 1.00 $95.00 $94.62
630-231-003 73429 Silver Moon Trail 1.00 $95.00 $94.62
630-231-004 73441 Silver Moon Trail 1.00 $95.00 $94.62
630-231-005 73453 Silver Moon Trail 1.00 $95.00 $94.62
630-231-006 73465 Silver Moon Trail 1.00 $95.00 $94.62
630-231-007 73477 Silver Moon Trail 1.00 $95.00 $94.62
630-231-008 73489 Silver Moon Trail 1.00 $95.00 $94.62
630-231-009 73501 Silver Moon Trail 1.00 $95.00 $94.62
630-231-010 73513 Silver Moon Trail 1.00 $95.00 $94.62
630-231-011 73527 Silver Moon Trail 1.00 $95.00 $94.62
630-231-012 73535 Silver Moon Trail 1.00 $95.00 $94.62
630-231-013 Silver Moon Trail 1.00 $95.00 $94.62
630-231-014 73565 Silver Moon Trail 1.00 $95.00 $94.62
630-231-015 73408 Little Bend Trail 1.00 $95.00 $94.62
630-231-016 73416 Little Bend Trail 1.00 $95.00 $94.62
630-231-017 73428 Little Bend Trail 1.00 $95.00 $94.62
630-231-018 73440 Little Bend Trail 1.00 $95.00 $94.62
630-231-019 73452 Little Bend Trail 1.00 $95.00 $94.62
630-231-020 73464 Little Bend Trail 1.00 $95.00 $94.62
630-231-021 73476 Little Bend Trail 1.00 $95.00 $94.62
630-231-022 73488 Little Bend Trail 1.00 $95.00 $94.62
---. . _. _ . ---- -.._. . - --
Pa,�,�r 17
�MuniFinancial
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Assessor Maximum Proposed
Parcel Assessment Assessment
Number Situs Address EBU Balloted FY 2008/09
630-231-023 73500 Little Bend Trail 1.00 $95.00 $94.62
630-231-024 73512 Little Bend Trail 1.00 $95.00 $94.62
630-231-025 73526 Little Bend Trail 1.00 $95.00 $94.62
630-231-026 47986 Sun Corral Trail 1.00 $95.00 $94.62
630-231-027 47967 Sun Corral Trail 1.00 $95.00 $94.62
630-232-001 73409 Little Bend Trail 1.00 $95.00 $94.62
630-232-002 73417 Little Bend Trail 1.00 $95.00 $94.62
630-232-003 73429 Little Bend Trail 1.00 $95.00 $94.62
630-232-004 73441 Little Bend Trail 1.00 $95.00 $94.62
630-232-005 73465 Little Bend Trail 1.00 $95.00 $94.62
630-232-006 73477 Little Bend Trail 1.00 $95.00 $94.62
630-232-007 73489 Little Bend Trail 1.00 $95.00 $94.62
630-232-008 73501 Little Bend Trail 1.00 $95.00 $94.62
630-232-009 73525 Little Bend Trail 1.00 $95.00 $94.62
630-233-001 47989 Sun Corral Trail 1.00 $95.00 $94.62
630-233-002 Silver Spur Trail 0.00 $0.00 $0.00
630-233-003 47977 Sun Corral Trail 1.00 $95.00 $94.62
630-233-004 47978 Silver Spur Trail 1.00 $95.00 $94.62
630-233-005 47963 Sun Corral Trail 1.00 $95.00 $94.62
630-233-006 47964 Silver Spur Trail 1.00 $95.00 $94.62
630-233-007 47955 Sun Corral Trail 1.00 $95.00 $94.62
630-233-008 47945 Sun Corral Trail 1.00 $95.00 $94.62
630-233-009 47956 Silver Spur Trail 1.00 $95.00 $94.62
630-233-010 47937 Sun Corral Trail 1.00 $95.00 $94.62
630-233-011 47946 Silver Spur Trail 1.00 $95.00 $94.62
630-241-001 73570 Siesta Trail 1.00 $95.00 $94.62
630-241-002 73586 Siesta Trail 1.00 $95.00 $94.62
630-241-003 73600 Siesta Trail 1.00 $95.00 $94.62
630-241-004 47860 Moon Lane 1.00 $95.00 $94.62
630-241-005 73570 Sun Lane 1.00 $95.00 $94.62
630-241-006 73596 Sun Lane 1.00 $95.00 $94.62
630-241-007 73622 Sun Lane 1.00 $95.00 $94.62
630-241-008 73648 Sun Lane 1.00 $95.00 $94.62
630-241-009 73674 Sun Lane 1.00 $95.00 $94.62
630-241-010 73700 Sun Lane 1.00 $95.00 $94.62
630-241-011 73726 Sun Lane 1.00 $95.00 $94.62
630-241-012 47839 Sun Corral Trail 1.00 $95.00 $94.62
630-241-013 47831 Sun Corral Trail 1.00 $95.00 $94.62
630-241-014 47825 Sun Corral Trail 1.00 $95.00 $94.62
630-241-015 47821 Sun Corral Trail 1.00 $95.00 $94.62
630-241-016 47817 Sun Corral Trail 1.00 $95.00 $94.62
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Assessor Maximum Proposed
Parcel Assessment Assessment
Number Situs Address EBU Balloted FY 2008/09
630-242-001 73571 Sun Lane 1.00 $95.00 $94.62
630-242-002 73570 Silver Moon Trail 1.00 $95.00 $94.62
630-242-003 73583 Sun Lane 1.00 $95.00 $94.62
630-242-004 73586 Silver Moon Trail 1.00 $95.00 $94.62
630-242-005 73595 Sun Lane 1.00 $95.00 $94.62
630-242-006 47911 Sun Corral Trail 1.00 $95.00 $94.62
630-242-007 73621 Sun Lane 1.00 $95.00 $94.62
630-242-008 47897 Sun Corral Trail 1.00 $95.00 $94.62
630-242-009 73647 Sun Lane 1.00 $95.00 $94.62
630-242-010 47887 Sun Corral Trail 1.00 $95.00 $94.62
630-242-011 73673 Sun Lane 1.00 $95.00 $94.62
630-242-012 47873 Sun Corral Trail 1.00 $95.00 $94.62
630-242-013 47867 Sun Corral Trail 1.00 $95.00 $94.62
630-243-001 47925 Sun Corral Trail 1.00 $95.00 $94.62
630-243-002 47916 Silver Spur Trail 1.00 $95.00 $94.62
630-243-003 47913 Sun Corral Trail 1.00 $95.00 $94.62
630-243-004 47890 Silver Spur Trail 1.00 $95.00 $94.62
630-243-005 47905 Sun Corral Trail 1.00 $95.00 $94.62
630-243-006 47870 Silver Spur Trail 1.00 $95.00 $94.62
630-243-007 47891 Sun Corral Trail 1.00 $95.00 $94.62
630-243-008 47852 Silver Spur Trail 1.00 $95.00 $94.62
630-243-009 47879 Sun Corral Trail 1.00 $95.00 $94.62
630-243-010 47820 Silver Spur Trail 1.00 $95.00 $94.62
630-243-011 47869 Sun Corral Trail 1.00 $95.00 $94.62
630-243-012 47800 Silver Spur Trail 1.00 $95.00 $94.62
630-243-013 47857 Sun Corral Trail 1.00 $95.00 $94.62
630-243-014 47784 Silver Spur Trail 1.00 $95.00 $94.62
630-243-015 47845 Sun Corral Trail 1.00 $95.00 $94.62
630-243-016 47762 Silver Spur Trail 1.00 $95.00 $94.62
630-243-017 47833 Sun Corral Trail 1.00 $95.00 $94.62
630-243-018 47740 Silver Spur Trail 1.00 $95.00 $94.62
630-243-019 47700 Silver Spur Trail 1.00 $95.00 $94.62
630-250-003 Silver Spur Trail 1.00 $95.00 $94.62
630-250-011 Silver Spur Trail 0.00 $0.00 $0.00
630-250-044 Silver Spur Trail 0.00 $0.00 $0.00
630-250-046 47550 Silver Spur Trail 1.00 $95.00 $94.62
630-250-047 Silver Spur Trail 1.00 $95.00 $94.62
630-250-048 Silver Spur Trail 1.00 $95.00 $94.62
630-250-049 Silver Spur Trail 1.00 $95.00 $94.62
655-041-001 73440 Buckboard Trail 1.00 $95.00 $94.62
655-041-002 73430 Buckboard Trail 1.00 $95.00 $94.62
- -- --------- P.t{c•Il
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Assessor Maximum Proposed
Parcel Assessment Assessment
Number Situs Address EBU Balloted FY 2008109
655-041-003 73418 Buckboard Trail 1.00 $95.00 $94.62
655-041-004 73408 Buckboard Trail 1.00 $95.00 $94.62
655-041-005 73366 Buckboard Trail 1.00 $95.00 $94.62
655-041-006 73352 Buckboard Trail 1.00 $95.00 $94.62
655-041-007 73336 Buckboard Trail 1.00 $95.00 $94.62
655-041-008 73320 Buckboard Trail 1.00 $95.00 $94.62
655-041-009 73298 Buckboard Trail 1.00 $95.00 $94.62
655-041-010 73280 Buckboard Trail 1.00 $95.00 $94.62
655-041-011 Buckboard Trail 0.00 $0.00 $0.00
655-042-001 73271 Buckboard Trail 1.00 $95.00 $94.62
655-042-002 73291 Buckboard Trail 1.00 $95.00 $94.62
655-042-003 73309 Buckboard Trail 1.00 $95.00 $94.62
655-042-004 73329 Buckboard Trail 1.00 $95.00 $94.62
655-042-005 73343 Buckboard Trail 1.00 $95.00 $94.62
655-042-006 73351 Buckboard Trail 1.00 $95.00 $94.62
655-042-007 73381 Buckboard Trail 1.00 $95.00 $94.62
655-042-008 73413 Buckboard Trail 1.00 $95.00 $94.62
655-042-009 73425 Buckboard Trail 1.00 $95.00 $94.62
655-042-010 73435 Buckboard Trail 1.00 $95.00 $94.62
655-042-011 73445 Buckboard Trail 1.00 $95.00 $94.62
655-042-012 73440 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-013 73426 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-014 73414 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-015 73390 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-016 73360 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-017 73342 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-018 73330 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-019 73304 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-020 73280 Broken Arrow Trail 1.00 $95.00 $94.62
655-042-021 73264 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-001 73269 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-002 73277 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-003 73297 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-004 73319 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-005 73341 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-006 73351 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-007 73401 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-008 73413 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-009 73425 Broken Arrow Trail 1.00 $95.00 $94.62
655-043-010 73441 Broken Arrow Trail 1.00 $95.00 $94.62
655-051-001 48149 Silver Spur Trail 1.00 $95.00 $94.62
---------- -- Pxy>c.��J
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Assessor Maximum Proposed
Parcel Assessment Assessment
Number Situs Address EBU Balloted FY 2008/09
655-051-002 48169 Silver Spur Trail 1.00 $95.00 $94.62
655-051-003 73350 Riata Trail 1.00 $95.00 $94.62
655-051-004 73330 Riata Trail 1.00 $95.00 $94.62
655-051-005 73290 Riata Trail 1.00 $95.00 $94.62
655-051-006 73270 Riata Trail 1.00 $95.00 $94.62
655-051-009 48253 Silver Spur Trail 1.00 $95.00 $94.62
655-051-011 73285 Riata Trail 1.00 $95.00 $94.62
655-051-012 48271 SilverSpurTrail 1.00 $95.00 $94.62
655-051-014 48237 SilverSpurTrail 1.00 $95.00 $94.62
655-051-016 73271 Riata Trail 1.00 $95.00 $94.62
655-053-001 48270 Silver Spur Trail 1.00 $95.00 $94.62
655-053-002 48254 Silver Spur Trail 1.00 $95.00 $94.62
655-053-003 48244 Silver Spur Trail 1.00 $95.00 $94.62
655-053-005 Silver Spur Trail 1.00 $95.00 $94.62
655-060-001 73471 Buckboard Trail 1.00 $95.00 $94.62
655-060-002 73485 Buckboard Trail 1.00 $95.00 $94.62
655-060-003 73499 Buckboard Trail 1.00 $95.00 $94.62
655-060-004 73466 Broken Arrow Trail 1.00 $95.00 $94.62
655-060-005 48101 Silver Spur Trail 1.00 $95.00 $94.62
655-060-006 73520 Buckboard Trail 1.00 $95.00 $94.62
655-060-007 73522 Buckboard Trail 1.00 $95.00 $94.62
655-060-008 73508 Buckboard Trail 1.00 $95.00 $94.62
655-060-009 73490 Buckboard Trail 1.00 $95.00 $94.62
655-060-010 73480 Buckboard Trail 1.00 $95.00 $94.62
655-060-011 73466 Buckboard Trail 1.00 $95.00 $94.62
655-060-012 73610 Broken Arrow Trail 1.00 $95.00 $94.62
655-060-013 73600 Broken Anow Trail 1.00 $95.00 $94.62
655-060-014 73580 Broken Arrow Trail 1.00 $95.00 $94.62
655-060-015 73560 Broken Arrow Trail 1.00 $95.00 $94.62
655-060-016 73540 Broken Arrow Trail 1.00 $95.00 $94.62
655-060-017 48065 Silver Spur Trail 1.00 $95.00 $94.62
655-060-018 73555 Silver Spur Trail 1.00 $95.00 $94.62
655-060-019 73581 Silver Spur Trail 1.00 $95.00 $94.62
655-060-Q22 73610 Buckboard Trai! 1.00 $95.00 $94.62
655-060-023 Silver Spur Trail 0.00 $0.00 $0.00
655-060-025 73591 Buckboard Trail 1.00 $95.00 $94.62
655-060-026 73605 Buckboard Trail 1.00 $95.00 $94.62
655-071-001 73460 FeatherTrail 1.00 $95.00 $94.62
655-071-002 73480 Feather Trail 1.00 $95.00 $94.62
655-071-003 73500 Feather Trail 1.00 $95.00 $94.62
655-071-004 73530 Feather Trail 1.00 $95.00 $94.62
- --._ _. __.. - . __.
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Assessor Maximum Proposed
Parcel Assessment Assessment
Number Situs Address EBU Balloted FY 2008/09
655-071-005 73552 Feather Trail 1.00 $95.00 $94.62
655-071-006 73569 Feather Trail 1.00 $95.00 $94.62
655-071-007 73586 Feather Trail 1.00 $95.00 $94.62
655-071-008 48114 SilverSpurTrail 1.00 $95.00 $94.62
655-071-009 73501 Broken Arrow Trail 1.00 $95.00 $94.62
655-071-010 73519 Broken Arrow Trail 1.00 $95.00 $94.62
655-071-011 73535 Broken Arrow Trail 1.00 $95.00 $94.62
655-071-012 73553 Broken Arrow Trail 1.00 $95.00 $94.62
655-071-013 73567 Broken Arrow Trail 1.00 $95.00 $94.62
655-071-014 73589 Broken Arrow Trail 1.00 $95.00 $94.62
655-071-015 73605 Broken Arrow Trail 1.00 $95.00 $94.62
655-071-016 73625 Broken Arrow Trail 1.00 $95.00 $94.62
655-072-001 73589 Feather Trail 1.00 $95.00 $94.62
655-072-002 73561 Feather Trail 1.00 $95.00 $94.62
655-072-003 73549 Feather Trail 1.00 $95.00 $94.62
655-072-004 73519 Feather Trail 1.00 $95.00 $94.62
655-072-005 73491 Feather Trail 1.00 $95.00 $94.62
655-072-006 73477 Feather Trail 1.00 $95.00 $94.62
655-072-007 73465 FeatherTrail 1.00 $95.00 $94.62
655-072-008 73453 FeatherTrail 1.00 $95.00 $94.62
655-082-002 73630 Broken Arrow Trail 1.00 $95.00 $94.62
655-082-003 73637 Broken Arrow Trail 1.00 $95.00 $94.62
243.00 �23,085.00 522,992.66
- - -- ---- P�r�c 22
�MuniFnancial