HomeMy WebLinkAboutRes 08-33 and 08-34 FY 2008-09 PD Landscape and Lighting DistrictCITY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
REQUEST: 1. Approval to Initiate the Proceedings to Levy and Collect
Annual Assessments for the Palm Desert Consolidated
Landscape and Lighting District for Fiscal Year 2008/2009.
2. Grant Preliminary approval of the Engineer's Report for the
Consolidated Palm Desert Landscape and Lighting District
for Fiscal Year 2008/2009.
SUBMITTED BY: Ryan Stendell, Senior Management Analyst
Stephen Aryan, Assistant to the City Manager
DATE: May 22, 2008
CONTENTS: Resolution No. 08-33
Resolution No. 08-34
Table 1 - Summary of Annual Levies
Preliminary Engineer's Report
Recommendation:
Waive further reading and adopt:
1. Resolution No. 08-33 initiating the proceedings for the levy and collection
of annual assessments for the Palm Desert Consolidated Landscape and
Lighting District for Fiscal Year 2008/2009.
2. Resolution No. 08-34 declaring the intent to levy and collect annual
assessments for the Palm Desert Consolidated Landscape and Lighting
District, and granting preliminary approval of the Engineer's Report for
Fiscal Year 2008/2009.
Executive Summary:
The attached resolutions initiate the process to levy and collect annual assessments for
35 existing landscape and lighting districts, and grants preliminary approval of the
Engineer's Report. The Engineer's Report establishes the annual budgets and method
of appropriation for each district for Fiscal Year 2008/2009. The maximum allowed
three percent cost of living adjustment has been applied to each district's budget.
If the attached resolutions are approved, a public hearing will be scheduled for June 12,
2008, to allow public testimony, approve the Final Engineer's Report, and order the levy
and collection of assessments for Fiscal Year 2008/2009.
Staff Report
Consolidated Landscape and Lighting District FY 2008/2009
Page 2
May 22, 2008
Discussion:
The City of Palm Desert administers 35 individual landscape and lighting districts,
referred to as the Palm Desert Consolidated Landscape and Lighting District. These
districts were established to pay for the maintenance of perimeter landscaping and
streetlighting benefiting individual residential subdivisions.
Each year the City must initiate proceedings to levy and collect annual assessments
from each district and schedule a public hearing to receive public input. An Engineer's
Report must be prepared detailing the proposed budget for each district and the method
of appropriation. The attached Engineer's Report includes a budget for each district,
and Table 1 summarizes each district's levy. This year's maximum allowed cost of
living adjustment of three percent was applied to each district. Staff has identified
several districts which are consistently over budget. Through this fiscal year staff will
survey the residents to see if the residents would support an increase in levy.
Staff recommends that the City Council approve the attached resolutions to initiate the
levy and collection of annual assessment for all districts. If the resolutions are approved,
a public hearing will be scheduled for June 12, 2008, to take public testimony, approve
the Final Engineer's Report, and order the levy and collection of assessments for FY
2008/2009.
Submitted By:
Ryan Stendell
Senior Management Analyst
Approval.
Homer Croy
ACM for Dev
Carlos L Orlet
City Manager
ment Services
Paul Gibson
Director of Finance
CITY COUNCIL
APPROVED / DENIED
RECEIVED OTHER
MEETING DATE 5- -,Aa.,��s
AYES: / /uj (.S,%' '/ Ciizi Lk/kW
NOES: A/(,;%?{5
ABSENT: _t)1 diZ997r70/4/
ABSTAIN: LY2
VERIFIED BY: 0/1n/(214?
Original on File with/City C],erk's Office
* Adopted Res. Nos. 08-33 and 08-34, with staff
directed to begin working towards developing homeowner
association districts for the following year.
3-0 (Ferguson, Finerty ABSENT)
RESOLUTION NO.08-33
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, INITIATING PROCEEDINGS FOR THE LEVY AND COLLECTION
OF ASSESSMENTS FOR THE CONSOLIDATED PALM DESERT LANDSCAPING
AND LIGHTING DISTRICT FOR FISCAL YEAR 2008/09
The City Council of the Cite of Palm Desert (hereafter referred to as the "Cinv Council") does resolve as follows:
WHEREAS, The City Council through previous resolutions has formed and levied annual assessments
for the Consolidated Palm Desert Landscaping and Lighting District (hereafter referred to as the "District"),
pursuant to the provisions of the 1ltdi. aping and hght* Act o/ 1972, Part 2, Dir'i.cion 15 of the (;ali%rnia Streets and
110waps (,ode (commencing with section 22500) (hereafter referred to as the "Act") that provides for the collection of
assessments by the County of Riverside on behalf of the City of Palm Desert to pay the maintenance and
services of improvements related thereto; and,
WHEREAS, The City Council desires to initiate proceedings for the levy and collection of annual
assessments for the fiscal year 2008/09 for the landscape and lighting improvements and services that provide
benefit to the properties within the District pursuant to the provisions of the Act; and,
WHEREAS, The City has retained I\funilinancial for the purpose of assisting \vlth the Annual levy of
the District, including the preparation and filing of an Engineer's Report with the City Clerk in accordance with
the Act.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE
CITY COUNCIL FOR THE DISTRICT, PURSUANT TO CHAPTER 3, SECTION 22624
OF THE ACT, AS FOLLOWS:
Section 1 The above recitals are true and correct.
Section 2 The City Council hereby orders NIunih•inancial to prepare and file with the City Clerk the
Engineer's Report concerning the levy of assessments for the District for the fiscal year commencing July 1,
2008 and ending June 30, 2009 in accordance with Chapter 3, Section 22622 of the Act.
Section 3 The improvements within the District include but are not limited to: turf, ground cover, shrubs
and trees, irrigation systems, street lighting, water features, entry monuments, drainage systems and all
appurtenant facilities and operations related thereto. The Engineer's Report shall provide a more detailed
description of the improvements and services provided by the District and describes any new improvements or
substantial changes of the improvements for which properties are assessed.
Section 4 The Ciry Council hereby determines that to provide the improvements generally described in
Section 3 of this resolution and to be detailed in the Engineer's Report, it is necessary to levy and collect
assessments within the District for fiscal year 2008/09 and said assessments shall be outlined and described in
the Engineer's Reports and imposed pursuant to the provisions of the Act and the California Constitution
:Article XII1D.
1
RESOLUTION NO. 08-33
PASSED, APPROVED, AND ADOPTED THIS
SC.\"1'1: O1' (::\I,IFOIZNI.\)
(:Oi N'l'Y OI' RI\'I:RSII)1?) ss.
1':\1.`i F)I .SI':R1)
DAY OF , 2008.
Jim Ferguson, Flavor
City" Council
1 , City Clerk of the City of Palm Desert,
County of Riverside, State of California do hereby certify that the foregoing Resolution No.
was regularly adopted by the City Council of said City of Palm Desert at a regular meeting of said Council
held on the day of , 2008, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
Rachelle D. Klassen, City Clerk
City of Palm Desert
2
RI:SOLU'TION NO. 08-34
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, DECLARING ITS INTENTION FOR THE LEVY AND COLLECTION
OF ASSESSMEN'TS FOR THE CONSOLIDATED PALM DESERT LANDSCAPING
AND LIGHTING DISTRICT FOR FISCAL YEAR 2008/09 AND PRELIMINARY
APPROVAL OF THE ENGINEER'S REPORT
'I'he(;in-(:��uncil c�f�he(:it� c>f I'alm I�esrrt (l�ereafter referred tc� as the"(;it��(;e>uncil") dc�es resc>l�•e as f<�ll<>���s:
WHEREAS,'1'hc(;it�'C<>tincil�tu•suant to ��rc>�•isic>iis c�f thc Llr��r/.r�u�in�u�td 1�{hli�t�. 9�?0� I���, PuiY 2,
I�it�i.�ion 1� n/ the Culi/o�i�iu .S'treet.r u�7d t�i{Gwu�,r C,�de (�nmme���z��� lvith .�e�•tinn 22500) (hercaftcr referrccl t<> as thc
";1ct") dicl b�� }�re�•ious resc>lutic�n, <>rder thc preparltic�n c>f an I:ngineer's Ke�x�rt (l�ereafCer referred r<> as the
"Re�x�rt") fe�r the l�istrict l:nc��vn and desi�;nated as the Cc�nsolidlted P11►n De�ert I,andsca}�in� and ],i�?htiii�;
llistrict (l�erraftcr rcfcrrc:d tc�as thc"T�istrict");and,
WHEREAS, "I'hc Cit�� Council ��ursuant tc� �rc>�•isions of thc .1ct �rc��oscs to lc��• and collect
asscssmcnts against lots and parcels of land «nthin thc�•arious lones of thc I�istrict for thc fiscal �•c1r 200A/09,
to�a�• the maintenanee, sen•icin�1nd e>I�erari<�n of the im��r<>��ements related theretcr and,
WHEREAS, 1lunil�inancial has ��re�ared and filed a Keport ���ith the (;iri• Clerk pursuant tc� .S�eilioil
22G23 c�f che :1cc, anel said Re�ort has becn �resented tc� (:in� Cc�uncil anci is hereb�� incorporated b�• reference;
and, .
WHEREAS, Z�he Cit�• (;ouncil has esamined and re�•ie�ved tlie Report as presented, and is
�reliminaril�• satisfied �vith the clescription of the I�istrict, the "l.c>nes and im�ro�•ements identiGed thereiti,
each of the bud�et items and documents as set fc�rth therein, and is satisfied thlt the �rc��c�sed assessments
contained therein, ha��e been s�read in accordlnce�virh the s�ecial benefits recei�•ed from the imrrc��-ements,
c>peratic>n, maintenance and ser�•ices m be }�erformed �vithin the District, as set forth in said Iteport c�r 1s
mc�dificd b�•Cin• C<�uncil action and inc��rl>orated hcrcin.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE
CITY COUNCIL FOR THE DISTRICT, PURSUANT TO CHAP'I'ER 3, SECTION 22624
OF THE ACT,AS FOLLOWS:
Section 1 '1'he abo��e recitals are true and correct.
Section 2 Intenrion: 11�e(:it-�� Council hereb��declares its intention to order the annual le���� and collection
of asscssmcnts �vithin dic l�istrict �ursuant to thc :1ct, o��cr and incluciin�; the land «�ithin thc
District boundar�•,a�id to lc�-�� �nd collect assessments on such land ro ra}•thc annual c<>sts and
es��ense, c>f rhe im�ro�•ements �nd ser�•ices elrscribed in Sectic�n � c�f this res<>lution, for fiscal
�•car 2008/09.
Page 1
RESOLUTION NO. 08-34
Section 3 '1'he RrEx�rt lias I�cc��� �,rc��ar�•�l ancl t�ccl «-irh �h�• c:ii� Cl�•rk. 'I'I�c c:i�� Clcrk ha� ��resentecl tr>
the (;it�' (;cnincil, a ltc��cn•t in ccmnccricm ��ith il�c ��r��x�scd i�nE�rc>�•c�nents, a;scssmcnis, ihc
Ic�-�� an�i c<>llccti�m ��f.isscssmcnts fc>r fiscal ��car?UUH/O9 in accc�rdancc�vith (.l,�rf�Jr�r 1. .�9�/i�1r�-1
c�f thc :1cr, ancl is hrrch� a}�j�rcn ccl, as rcyuirrci b� .Se�tiort 2?G�3 c�f thc .�et, c�n s� ��rclimiiiai7
hasis. . . .
Section 4 13c>uncllries and llcsi�latic>n: '1'hr ciescri��ti�>n ot the I�istrict bouncl.ul• and the 'l.c>ties therein
are c�utlined in the Rel�ort and b�• reCerence is m�de t��rt of this resoluticm. 'l7ie l�istrict
inclucles thut}'-three (33) 13eneGc lones ancl Sub-zc�nes: Cam�c�n Cc��•e ("l,cme 2); �'inet•ards
("l.one 3); I'ark��ie�v liseates (%one �4); (;ook ancl Counu�� Club�("7.�>nr �) Sub-zones are I�eserr
�tira�;e,Sandcastles, and I'rimrose 2; f lo��le�� I,anc ("l.one G) Sub-zones are i�fc>ntere�• I�feadc��vs,
"1'hc C;lc►i, I lo��lc�� I?statcs, S�>nata I, Sonatl II, I lo�•lc�� Collcction, I,a 1'aloma I, La Palc�tna II,
l,a P11oma III,Sand�iper Court,Sand�i�cr\�'esr, f Iovlc�•Court\t'cst,Diamc>ndback and 1'alm
(�c>urt;\�'arin�Court ("/..onc 7); I'alm Gatc: ("/.�nc 8);'1'he C7ro��c ("L.onc 9); Pc�rtc�la P11cc (lc�nc
11); I�alm l�cscrt Countr�• Club (lonc 13�; I� & 13 at Palm I)cscrt ("./_one 1-�); Cam•c�n Crest
(lone 1�); and, She(�ard Latie (Ic�ne 1G) Sub-lc>nes are College �'ie��• ]?states I, Collegc �'ie�v
}�;states Il, Sundance f:ast, Sunciance �\'est, Petunia l and t3otilclrxs. "1'he District is designated
as "Cc>nsolidated Palm Desert I,andsca�ing�nd],i�;htin�;I�istrict."
Section 5 llescri�uon of Impro�•emcnts: Rcfercncc is hercb�� madc to the Re�ort for a detailed
descn}��ion of the imprc���ements. The impro�•ements �i7thin the District include but are not
limited to: turf, grotind cc��•er, shnibs 1I]Cj rrees, irri�;ation sti stems, street li�htin�;, �vater
feattires, cntr�� monuments, draina�e s�•stems anci all a�purtenant facilities �nd c>�eratic>cis
related thcrctc�.
Section 6 Pro�oscd :lssessment :�mounts: �l�he pr<>posed assessments are outlincd in thc Rcport.
l�istrict .1s�essments are calculated in accordance ��7th the method of a�(�ortionment
est�blished for the llistrict and dc> not e�ceed rhe assessment rates and annual inflationar��
adjustment pre�•iousl�• authe�rired bt- Cit�• Council 1nd a��rc>�•ed b�• the [�roperh� o�vners in
accc>rdatice witli the �ro��isi��ns c>f the California State Constitution, ,�rticle XIIIll.
Section 7 Notice Of 1'ublic Hearin�: '1'he Cit�� Council hereb�• declares its II1CCtlC10❑ tc> conduct a
Public IIearing ccmcerning the l.�istrict, imrrrn•ements, and the le���- c�f assessments, in
accordance �vith C,1��rj�ter 3 of the :1ct. Nouce is herebti• gi�•en that a I'ublic 1 Iearin�; on these
matters will be helcl bt• the (;ih- Council on June 12, 2O08 at -4:UO I'.�1., or as s<>c�n thereafter
as feasible in the (.:it�� I Iall (C<>uncil Cliambers), located at 73-51O I�reci ��'ariiig I�ri�•e, I'alm
I�esert, California. At die Public f Iearing, all interested �ersons ;;hall be affc�rcled thr
�E��ortunin• to hcar anci bc hcard.
Page 2
RESOLUTION NO. 08-34
Section 8 \c��icc: "I'hc (:it� shall �i�•c� nc�ticc� c�{thc timc� xncl ��lacc c>C thc Public I Icacin� t�> all j>rc>��crt�
c����ncrs within nc� l�istrict I��� causing thc }�uhlishin� c>f this rc°sc�luticm cmcc in nc� ]c�cal
nc���spaper nc�t ]css thxn tc:n (1O) cla��s l�cf��rc thc clatc c�f thc ��ublic I1C11"lll�, ancl h�� ��c�;tin�; a
cc>��� c�C this resc�luticm cm thc <�fGcial l�ullctin l��,ard custc»naril�' usc�l b�' thc (:it� (;c>uncil
f��r tlic �o;tin� �>f n�>tices ��ursuant to tl�c :1cr. h�or fiscal �•car 20U8/Q9, n�, nc�ti� ��r incrcascd
assesstnciits arc �r��p��scci and a mailiti� ��f a n�>ticc and ball<.�t t�� ��c��E�crt�� c��vncrs is n<>t
rcyuircd.
Section 9 'I'hc C;it� Clcrk is hcrcb�� authc>rizcd and dircctcd tc� �;i��c n<�ticc c�f sucl� hearin�;as ��rc��-iciccl I��•
la��•. . , .
PASSED,APPROVED,AND ADOPTED THIS DAY OF , 2008.
S"1':1"1'I? OI�(::�I.II��ORNI:\)
C:Oi�N"11'OI� RI�'F?RSII�F.) ss.
CI'1"Y OI� P:1LI�I llI;SI�.R"1)
Jim f�ergus�,n, 1ia��or
(:ih•(;ouncil
I, , Cit�� Clerk of the Cit�• of Palm llesert,
Counn• c>f Ri�•crsidc, State of California do hcrcb�- ccrtif�• that thc forcgc�ing Rcsolution No.
���as regularl�- adc�pted b}• the Cit�• Council of said Cit�� of 1'alm llesert at a regular meeting c>f slid Cc�uncil
hcld on thc da�'c�f , 30(18, bt• thc follo«•ing�•otr.
AYES:
NOES:
ABSENT:
ABSTAINED:
Rachcllc D. Klasscn, Ciri•(:lcrk
(:in•c>f I'alrn I�cscrt
Page 3
Palm Desert Consolidated Landscape and Lighting District
Annual Levy
Fiscal Year 2008/2009
Table 1
FY 07/08 Annual FY 08/09 Annual
District Units Le Le
Can on Cove 225 $94.20 $97.04
Vine ards 132 $67.76 $69.80
Parkview Estates 172 $23.54 $24.27
Desert Mira e 29 $404.79 $416.93
Sandcastles 41 $55.32 $57.06
Primrose II 37 $186.38 $191.97
Mont. Meadows 40 $94.20 $97.04
The Glen 16 $302.06 $311.18
Hovle Estates 16 $425.18 $438.30
Sonata I 16 $350.66 $361.49
Sonata II g4 $132.70 $136.82
Hovle Collection 38 $137.00 $141.27
La Paloma I 16 $402.66 $414.84
La Paloma II 16 $414.60 $427.05
La Paloma III 15 $302.20 $311.33
Sand i er Court 16 $413.54 $426.07
Sand i er West 16 $410.49 $416.21
Hovle West 16 $319.12 $328.90
Diamondback 20 $221.42 $228.27
Palm Court 20 $280.70 $290.52
Warin Court 16 $346.22 $356.92
Palm Gate 37 $76.48 $79.23
The Grove 105 $227.34 $234.16
Portola Place 23 $2�9•�2 $216.05
PD Count Club 1730 $30.94 $31.86
Kaufman and Broad 163 $128.06 $131.91
Can on Crest 67 $167.35 $172.37
Colle e View Estate II 32 $326.25 $336.33
Sundance West 32 ' $268.06 $276.06
Colle e View Estate I 32 $341.78 $352.02
Petunia l 32 $225.56 $232.33
Sundance East 14 $376.28 $387.57
The Boulders 16 $346.62 $316.46
CITY OF PALM DESERT
ENGINEER'S ANNUAL LEVY
Consolidated Palm Desert
Landscaping And Lighting District
Fiscal Year 2008/09
.
�
INTENT MEETING: May 22, 2008
PUBLIC HEARING: June 12, 2008
MuniFinancial
Corporate Office Office Locations
27368 Via lndustria Anaheim, CA Orlando, FL
Suite 110 Lancaster, CA Phoenix, AZ
Temecula, CA 92590 Oakland, CA Bellevue, WA
Tel: (951) 587-3500 Sacramento, CA Seattle, WA
Tel: (800) 755-MUNI (6864)
Fax: (951) 587-3510
www.muni.com
ENGINEER'S REPORT AFFIDAVIT
Establishment of Annual Assessments for the:
Consolidated Palm Desert Landscaping and Lighting District
Cit}� c�f Palm Dcscrt
Ri�•crsidc C<�unt��, �ratc of California
Z'his Report identifies the parcels �vithin the l�istrict and the rele�-ant zones therein, as ihe�-
e�:istcd at the dme of the passage c�f the Resolution of Intention. Rcferencc is hcreb}� madc: to
the Ri�-crsidc C:ount�� .-�sscssor's ma�s for a dctailcd dcscription of thc lincs and dimen�iuns of
parcels �vithin the llistrict. '1'he undersigned res�ectfull�• sub�ruts thc enclosec� Re}��rt as directed
b�� thc Cit�� Council.
llatcd chis da`� of ,2008.
�IuniPinancial
Assessment Cnginccr
(_)n 13chalf of thc (;it�•of Palm llcscrt
B��:
,ldina�'azyucz, I'roject I�1ana�cr
I�istrict .ldministracion Ser��iccs
I3`�:
Richard Itiopeck}�
R. C. F:. #167�2
TABLE OF CONTENTS
I. OVERVIEW ............................................................................................................... 1
A. Introduction........................................................................................................ 1
B. Compliance with the Current Legislation.......................................................... 1
C. General Description of the District and Scrviccs...............................................2
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES.................5
III. METHOD OF APPORTIONMENT..................................................................16
A. General...............................................................................................................16
B. Benefit Analysis.................................................................................................1G
C. Assessment Methodology..................................................................................18
D. Assessment Range Formula..............................................................................19
IV. DISTRICT BUDGETS.........................................................................................21
A. Description of Budget Items.............................................................................21
B. District Budgets ...............................................................................................24
APPENDIX A—DISTRICT BOUNDARY MAPS.......................................................57
APPENDIX B—2008/09 ASSESSMENT ROLL.........................................................58
(;un,c�lulAtccl P:ilrr�I�c,crt I.aiulsc:���in�;an�l l.i�htin�
\(ainten�ncc .\sscssmcnt I�istria
Iiuf�inccr's ]Zc�u�rt, I��iscal 1'c.�r 3(IO8jU9
I. Overview
A. Introduction
'I�he (:it�� c�f Palin I�esert (hereafter referrec� to as "(:it`�") annu�ll�� le��ies ancl collecis s��ecial
assessments in c>rc�er to pro�-ide and maintain im�rc��•ements �vithin che C�nsc�liciated Palm
I�esert I,andsca�in�; and Lighting ;�Iaintenance :lssessment District (hereafter referred to as
thc "District"). Thc llistrict was formed in 1993, through thc consolidation c�f sc�•cral
incii�•idual landscapin� �nd lighting maintenance districts thlt �re��iousl�• eaisted «7thin the
Citti�. '1'he ori�inal districts and subsequent annexatic�ns of various territories and
de�•elopments tc� the (:onsolidated llistrict are identified as seplrate 7.unes ancl/or Sub-
z<�nes (hereafter referred to jointl�� as "lones"). 'I'he llistrict and the 'I_ones thercin ha��e
been established and are levied annual assessments pursuant to the Lu�rc�rcc�iirg airrl 11�hti�r,�
.�l ct of 1972, Purt 2 oJ 1)ir�i.rion 1� oJ tbe (.a/rl�riliu,S�tieele aitd 1 ll,�htvu}�.r Code (hereafter referred tc�
as thc"1972:1ct").
This L'ngincer's .lnnual ],ev�� Rej�c.>rt (hereafter referred to as the "Report") describcs the
District and im�ro��ements, aii}• proposed chan�;es ro the I�istrict or improvements atid the
proposed bud�ets ancl assessments for }�iscal �'ear 20U8/09. 'I�he proposcd asscssments are
based on the Cit��'s cstimated cost to maititain the itnpr���ements that provide special benefit
ro properties �vitliin the District. 1'he ��arious itnpro�•ements�vithin the llistrict and the c�sts
�f thc�s� itnpro�-emerits are identificd and budgeted separatel�� for each "7,�ne, induding the
expenditures, dcficits, surpluses, rc��enues, and resen•es.
The word "parcel," for the �urposes �f this Report, refers ro an indi�•idual propert}� assi�ned
its o�vn :lssessmcnt l�umber b�• the Ri�•erside C;ounn' :lssessor's ()fficc. 'I'he Ri��crsidc
Counn' :luditor/Controller uses :lssessment Numbers and specific I�und Numbers, tc.>
identif�� on the tax roll, properties assessed for special ciistrict benefit assessments. Lach
parcel within a lone is assessed proE�oruonatel�� for onl�• thc�se impr��•emenrs pro�•ided in
that 7.c�ne from �vhich the parcel recei�•es special Uenefit.
At a noticed ]'ublic Hearin�, the Cit�� Council �vill cc�nsid�r all testimon�• ancl �vritten
comments presented and ma�� ciirect ati�• necessar�� modifications to the Rcport and appro��e
the Rep�rt as subtnitted or atnended. r'ollov�-ing appro�•al of the Report, the (:it�� Council b�•
resolution, shall order the impro��ements tc� be made, and confirm the le«• and collection of
assessments pursuant to the 1972 11ct. '1'hc assessment rates and method of a��ortionment
describcd in this Report as appro�•ed b�� the Cin' Council defines thc assessmcnts to bc
applied to each parcel �vithin the District f�r Fiscal Year 2008/09. '1'he assessments as
appro��ed «nll be submittec3 to the Ri�•erside Counn' .luditor/Ccmtroller to be induded on
the propert�� ta� roll for each parcel for the fiscal ��ear.
B. Compliance with the Current Legislation
'1'hc Cit�� Council annu111�- conducts a �ublic hcaring ro acccpt public commcnts and
tes[imon�•, t<� re��icw the Re}�ort and adc��t thc annual asscssments to bc le�•icd on thc
.11rnril-�r�ru�frru/ Pn{e 1
Ccni�c�li�la�cci Palm 1)cxrt Lancl,ca��in�:�ncl].i�htin�
\laintcnancc.1s,e,snxnt I)isirict
I•:n�;inccr', Rcp��rt,f�iscal 1'car 301)tSjU9
C��unn' tas r��ll for thc t]scal ��ear. 'I'hr asscssmcnis dcscribccl i�i this Rc�<�r� aiid
subscquenil�� ap��ro��ed b�� the (;it�� Council ha�-e been �reparec� in aca�rdance �ti7th the 1972
.�cr and in cc�m�liancc �vith thc ��ro�•isic>ns of thc (..a/i/�o»i1u C.��tctitr�tion, .�r!!r/e �t'llll)
(hereafter refcrreci to as the ";�rticle XIIII)"), �vhich was enacted b�� the ��assa�;e of
Pro��ositic�n 218 in Nc���cmbcr 199G.
In ccnnpliance �vith the ��ro�•isions of ilrtide Xllll�, in H'iscal �'ear 1997/9H, the C:ir��
cc�nclucted prc�i�ert}� o�vner ballr�t pr�ceeciin�;s for the s��ecial bc:neflt assessments al���licable
to cach of the cxistin�; lones w�ithin the I�istrict. ,-1t that time, the assessments presentcd tc�
��rorcrh- cnvncrs includcd thc asscssmcnt ran�;c form�ila pccriousl�• cstablishcd fc�r thc
l�istrict and described in chis Re[�c>rt. l;pon tabulation �f the ballots returned, it �vas
dctcrmincd that majorit`� protcst did not cYist and thc (:it� (;ouncil a��pro��cd and ado�tcd
the assessments ancl as�essment range formula balloteci a�icl appro�•ed bt� the pr<�perh•
cnvncrs. Similar prc�cccdin�s ha�-c bccn cc�nductcci for all nc�v or incrcascd asscssmcnts
including an�• anncYations to thc District.
C. General Description of the District and Setvices
'I�he C:in' annualh� le�•ies and collects assessments in c>rcler to tnaintain anci service varic�us
impro��ements within the District. I�or I�iscal Year 2008/09, the llistrict is comprised of
thirn'-three (33) separate benefit Gones, each funding specific impr���ements anci ser�•ices.
"1'he District �rcn�ides for the mlintenance and operation of local landscapin�; and lighting
im�ro��ements and associated appurtenances located �ti7thin the public right-�f-��-at's and
dedicated landscape easements. The impro��ements and the annual costs of tllose
imrro��ements are idenufied and budgeted separatel�• for each %one, incluciin� the
expenditures,deficits, surpluses, revctwes, and rescr�•es.
'1'he impro��ements pro��ided and for ��-hich �arcels are le��ied special benetit assessments
v��ithin tlic District can bc catcgorizcd as thrce (3) impro�-ctncnt n��cs.
l. I,ocal scrccr lighcing (residcnual strcct li�;hdng assc>ciated ��7th thc propertics �vithin thc
%onc and spccific subcii��isic�ns).
2. ].,ocal landsca�ing im�ro��ements includin� �ark�va�•s, perimctcrs, cntr�lva��s, local
meciians, and internal landsca�eci amenities.
3. Special %one services includin�; tree trimmin�, graffiti and weed abatement and
landscape maintenance c�f flood control areas (retentic>n 1nd detentic.m basins).
'I'he costs ass�ciated �vith the impro�•ements authc>rized Ln� the prc>visi�ns e>f the 1972 :\ct
are eyuitablti� s��read among the benefiting parcels in �ro(�oruon to the s�ecial benefit the�•
recei��e. C)nl�• �arcels that receive special benefits from the itnpro��einents are assessed, and
each lone consists of parcels that benefit from those specific imprc���ements.
l.andscape im�ro��ements maintained b�� the I�istrict ancl assc�ciated ��7th each '/..c>ne �vere
either installed as a conciitic>n of de�•elo�tnent or were installed for the benefit of the
.11�nuFri��rairnl Pn�e 3
(:c>n.r�lulatccl Pal�n llrscr� Lanclsr;y�inL;anil I.�,�hnnt�
\lainrcnancc .\sscssmcnt ll�strict
f•.ngincer�s Itc)u�rl,l��sc:i�l�car?I108/09
��re�E�eeties assessed. 'l�he lancisca��e iinE�r<,�-einent; associatecl �vith each %c�ne ma�- indude,
l�tit arc IlOt ILIIll[CCI tc>: c��cti sracc arcas; mccliatis; park���a�-s; slc��cs; rctcntir�n c�r cieteilti<>n
L11S111 arcas; 111Cj �UL�L1C ri�;ht-of-�va��s or casemcnts that pro�•idc s�ccial bcnctits tc� thc
J�arcels. "I'hese i�npro��ements mat• include, but are n�t liinitrd to: turf, �r�und co��er, shrubs
and trc:cs, irri�ation st�stcros, dccorati�•c lis;htins;, «�atcr fcaturc:s, cntr�� mc�numcnts, clraina�e
s�•stema, hardscapes and assc�ciateci ap��urtetlances. Similar t<> land�cape impro��einents, �treet
li�;htin�; impro��ements funded through I�istrict assessments �vere installccl for the benefic of
propertics ���thin each of the 7.ones 1nd the assessments rro��ide for the maintenance,
opcxation and cncrg�• costs rclatcd to thc�sc strcct li�ht impro�•cmcnts.
,tir„�,tr�,r��„�r�,r Pn�r 3
('.unsc�licLitccl 1'alm 1)cscrt l,ancltir;y�in„:incl l.i�litinf;
\lainccn;ini:c.lssrssmcnt I)i,trict
I�:n�inccr's Rcpurt,I�isc:il 1'u�r?(IUR/ll9
"1'he f��llr>�vin� table lists the %ones atid Sub-z��nes �uithin ihe Uisirict ancl a summar�• c�i the
parccls for I�iscal �'car 2(lOH/09.
F31�.�iI�1�I'1' IONI�:S
Assessable
Zone Number 7,one Name Total Parcels Parcels Total EBU
%onc#'' (,an�'��n(,nve 7�� �2� �'�.00
/.onc#3 \'inccard> 1-17 132 133?O
'/.onr#� Park�icw 1•:statcs 17� 172 172.U(1
'/,nnc#ti Cc�ok R Countn CLib:
Sub-'/.onc#S U\1 1)cscrt\[ira};c 29 29 29.(lll
Sub-'/.�,nc#5 ti(; Sandcasdcs -11 �ll �1.11U
1ub-%�,nc#�PR 1'nmrosc 2 37 37 37.UU
/.�mc#G I Icn�lc�'l,anc:
tiub-'/.cinc#G\[\1 \lunicrc� \Ica�u�rs 10 -1O -1(I.UU
Sub%unrtfG I IG 'llic(�lcn 1G 1G 1G.fIU
Sub-%une#G I II•: I lo��lcc I?stares 17 1G IG.Op
Sub-%onc#G Sl tionata I 1G 1G IG.UU
tiub-'/.��nc#G S2 tionaCi 11 9-1 9� 9�1.1IU
tiub-'/.onc#G I IC I Io�lcc(;ollccticm 38 38 38.U0
Sub"/.��nc#G],l I61 P.11otil�I 17 1G 1G.(lll
tiub-'/.onc#G 1.2 I.a 1'al��ma II 19 1G IG.00
�ub-'/.onc#G I.3 I,a Pal��ma I I I 17 1 i 1 S.UU
tiub"✓.�mc#G SP tianilpi�cr(;uurt 19 iG IG.UU
tiub✓,��ncftG ti�C' Sandpiper\Ccst 1G IG 1G.011
tiub-'/.��nc#G I I\C' I lu�lc� Cuurt\1'cst IG 1G IG.UU
tiub-"/.unc#G l)B I)iamunJback 2? 21) ?U.O0
Sub-"/.onc#G I'C Palm C��urt ?4 20 �0.00
%�mc#7 \C'arin�Court IG 1G IG.(10
/.onc#8 Palm(;atc 37 37 37.11f)
'/.onc#9 �17�c(iro�•c 10� 10� lU�.110
%onc#11 Portula 1'lacc 23 23 ?3.0(1
/.onc#13 Palm Ucscrt Countr�'(;lub 1,821 1,730 3,33O.�8
%��nc#1-1 1�&li at Palm I)cscrt 7G� 1G3 IG3.11(1
/,onc#li (:ancon(:rest 71 G7 G7.11f1
"/.cmr#1G tihc��anl I.anc:
tiub-'/.onc#1G(:\' <:ollc}�c\'ic�c I{statc>II 33 32 3?0(1
Sub-%onc#1G SI) Sundancc��'cst 3G 33 3'_.OU
Sub-"/.nnc#1G(:\ I (.cdlc},c l'ic•�c listatcs 1 3� 3� 33.O11
Sub "/.cmc#1G Pl Pctunia l 32 3'_' 32.IH)
tiub-'/.cinc#IG SI•: Sunilancc I•:a,t 14 1-1 I-1.00
tiuU %cmc#1G Bl) '11ic Botddcrs 1G 1G 1G.0(1
"1'otal District 3.�125 3,?88 3.888.78
.11unrFr�ru�rrrnl Pnqe�4
(:�mscilicl:urcl]'aliu l�cscri Lan�l<r:y,in��and l.is;hnu�
\Iainlcnancc .�sscssmcnt I)isrrict
lin�inec�'s Rc��urt. I'iscall�car?lll1�{/f)')
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES
'1'he bcxindarie:s r>f each "/.one, the ]e�caticm c�C im��r<���ements anci sE�ecial benetit recei��ed b�
the ��ro�erties and I�rc���ern• c��vners �t�ithin each "/.cme are described in this secticm c>f the
Ke�x�rt. ln am• t;i�•en tiscal t�ear, Cit�� staff�vill determine ihc sec�re c�C�vc�rk fc>r each lcme as
assessmc:nt re�•enues allc��v. ;1m• neccs�ar�� recluctic.ms in the scc��e c>f�vork �vill likel�� inclucle,
but arc tiot linutcd to; tllc frcqucnc}• c>f mc>�vin�; anci ccl�in� turf areas; thc al��licatic�n c�f
fertiliier� and acr�tion of turf; trimming anci �runing of shrubs, trees and �;round co�•er;
trash �ick-u�� in landsca�in�; arcas; and ��•ccd and littcr contrc�l. '1'hc lllocation of s��ccial
beticfit 1nd generll benefit of the im�ro��ements pro��idcd �vithin thc llistrict 1rc
summarized in the I�fcthod of.1�p<�ruonment section ot this Re�ort and �rc identitled in thc
budget for each "/.one. :1 descriJ�uc�n of the I)istrict im�ro�•ements anci the le�-el of annuai
service each Ione��711 recei�-e are pr��•ideci in the f<�llc���.7n�:
Zone #2 (Canyon Cove):
"I.one #2 includes 'I'racts 11G3G-1, 2, 3, & -4 and �l�ract 23-�8�, generall�• located South of
Dccp Can�•on �l�cnnis Club, North of f Ia�•stick Road, �\'est of�farrakcsh Cc>untr}• (;lub, and
I�:ast of I li�hw�a�� 7-�. "1'hc strects within the 'Lone include :lmbrosia Street, S�veetbrush ],anc,
llccr Grass llri��c, Lotus Court, Calliandra Strcct, :�bcr�trcct and :�latno llri�-c.
These �arcels benefit from the tnaintenance anci �peration ot street lighung encompassin�
thc streets �vithin the 'l.one, the land�caped park�va�� along thc I�:ast side of��i�hwa�� 7-� and
the landscaped areas on the North side of I Ia�•stack Road, adjacent t<� the abo��e menuonec]
tracts and installed as �art of thcsc residcntial dc��clopmcnts.
The interior local street lighting has been identified and allocated as 100"o special Uenefit
�vith no general benetlt allocation. "I'he parkwa�- landscaPing along E�i�;h�va�� 7-� has been
identificd as 10(1�4, special benefit t� the }�arccls �vithin the %one. f Iowe�•er, it has becn
determined that the latidscaped median on Ha}�stack Ro1d (although installed as part �f the
de�-elopment) not onit• prrn�ides a special benefit to �rc>rerties ��rithin Cam•on Co�•e, but alsc�
pro�•ides a �cneral bcnetit. "1'he pro�ortionate general Ucnefit of this improvement has bcen
identifiec] and elirrunated from the '/.one asscssmenrs. :\l�hough therc is a �encral benefit
coinponent, the majorit�� (83"4,) of the median landsca�ing c�n IIa��stack Road is a flcx�d
c<�ntrol channcl and �vas rcc�uircd for dcaclopmcnt of the hc�mcs within Cam�c>n Cc���c.
'1'herefc�re,pursuant to.�rticle �i11Ill Section �a (assessments used tc> fund flood control and
drainage s��stems) the majorin� of the costs for this lanclscaped area could be consiciered
esempt. I Iowe��er, in reco�,miuon of thc �cneral benefit this impro��ement arca pro�-icics and
thc prc��ious assessments 1pplicd to properties �vithin thc "/_one, it �vas determined that thc
Cit�- �v�uld fund a lar�e �ortion of the costs �ssocilted ��nth rhis landsca�ed median area.
Refer m the bud�et �ecti�m of this Iteport for details on the allocation of benefit and related
assessment�.
:Ilunrl riumun/ Pu�e 5
(.<ms�,liclatc�l 1'alm I>cscrt l,ancls�:a��i�t�ancl l.itihtin�
\[afn�rnaucc-lssrssmcni l�i;lrtc:i
I•.n�inrci', 12c�x�rt,l�i,c.il l�cxr?OU£i%ll1)
Zonc #3 (Vineyards):
'l..c>nc #3 cc�nsists c�f thc E��trccls i�i 'I'racts 12181-1 anci 12181-2 c>ti thc \�'cst sicle c>} Pc>rtc�la
:��•cnuc. �I�hc strcct� �ti7thin thc l�nc inclucic �fartini Cc>urc, Hcitz Court, I��(�tl(�1\'1 (;c>urt,
Calla�va�• Cour�, Ston�• I�ill C��urt, :�lasson Strcct, Itru�; ;���enuc, Scbastian ��'a�-, and San
Pasyufll :��'CIIUC/Ruticcl�c \�'a�•.
'I'hcsc parccls rccci��c spccill bcncfits from thc c�peratic�n and maintcciancc of strcct li�;hti�i�;
itn�ro��ements �vithin the "l,one boundaries ancl the landscaped area alon�; the ��'est side of
Portola .���enue, from the northern boundar}� to the southern b�unclan� of the t���o trlcts.
E3oth thc street lighting a�1d landscape impro�-ements identified f<�r this lonc ���cre installecl
�is part �f the residential de�-elo}�ment and the ongoing maintenance and operatic�n c>f these
im�ro��ements provide specill benefits to properties �vithin the %one. It has furthec been
detertnined that these impro��ements �ucre itistalled and are maintaiiicd solch� for the benefit
of rroperties �vithin the '/.one and the impro��ements pro�-ide no measurable bcncfit ic>
properties outside the lone. �1m- benefit com�e��ed to other properties �r tc.> the public at
l�r�e (�;�neral benetlt) is incidental. "1'herefore, bc>th the interior tr�ct street lightitig and the
park�va}� (periinctcr) landscaping costs havc bccn idcntificd and apportioncd 100"'�, as a
s}�ccial bcnctlt to thc parccls within thc Ionc.
Zone #4 (Parkview Estates):
"Lone #-� consists of the parcels in 'I'ract 8237, S�uth of 1�1a�nesia F�'alls l�ri��e, N�rth �f I�red
��'arin� l�ri��e,��'est of I�eep Can}•on Rc�ad, and Last of Portola :1��enue.
'I'hese }�1rcels recei�•e sj�ecial benefits from the operation and maintenance of street li�htin�
along Primrose Dri�•e, Desert Star 13oulevard, �'lnda Circle, Palmilla Circle, I�S��rsine ,1�•enue,
Gazania l'lace, Itutledge .-1��enue, Buttomvc>oc] llri��e, Silktree l,ane, Santolina Dri�•e, 13alsam
Lane, and I:rin Street. 'I'he street li�hting impro��ements wcre installed as part of thc:
residenual de��clo�ment and are considered a special benefit to the properties �vithin the
cic��clopcncnt (i.c., "l.onc). Thc �n�oiti� o��cration anci maintcnancc c>f intcric>r resic3cntial
street lighting pro��ides n<� measurable general benefit to propertics outside th� "l.onc or to
the public at lar�;c:. To the eYtent that some streetlights associated �vith the "l.one �re lc�cated
c>ti the �erimeter �f the residential de��elopmerit and pro��ides ciircct illutninatioti to ��arcels
outsidc thc lonc, a portion of thc maintcnancc costs has bcen identificd as a�cncral bcnctit.
'I'his "l.one has t�ventti� interic�r streetli�;hts anci fi��e perimeter streetli�;hts resultin�; in an
allocati�n �E the %one costs as 90°�4� special benefit and 10"0�eneral benefit.
Zone #5 (Cook and Country Club):
%one #5 cc�nsists of thrcc (3) separatc residential subdi�•isions identified as Sub-i�ncs. 'I'hese
three Sub-zones are kno�vn anci icientified as the llesert :�fira�;e ('I'ract 25G39), Sandcastles
('I'ract 21338-1), ancl I'rimrose 2 ("1'ract 2�-�3G). I�;ach c>f thcsc Sub-zoncs ha� spccific local
im��ro��ements maintained ln� the I�istrict that �vere installcd as �art of these: residential
cic��cic>pmcnts.
,IlrutiI'7noa�ru/ Pc{qe G
Cc>ns�,lularc�l I'alm I)c>cr� Laiul>ca�»n�ancl].t};htin�
\Iaintcn:incc.1s;rsmicnt lli�trict
I•:n�incc�'s Rr�x�rt, I�isc:�l 1'c:ir 2UU8!(l�)
'1'hese three sul�di�-isi<�tis «•ece originall�� j�art �>f a larc�er "/,�>ne Icnr��vn as C:�:x�k and C�>un�r��
(;lub and were prc>J�c�rtionatc:l�� assessecl fc>r meclian landsca��ing in the area as �v�ll as thcir
local (rract s�ecitic) im��rc��-cmcnts. In tiscal ��car 1997/98 it �vas dctcrmincd that thc mcdi.in
land�ca�ing in nc� (:c�ok and C:ountn� �;lub arca ��'as lar�el}� a gcncral bcnctir ancl thi� ��c>rtic�n
�f the assessment �vas elirrunate�i. !io�ve��er, it wa� determined that the parcels �vithin thc�e
three (3) Sub-zc�nes recei��e s��ecial benetit from tract s}�ecific im��rc��•ements maintainecl b��
the I�istrict, and each ��areel «7thin the rc:sl�ecti��e Sub-zcmes shc�ulcl cc>ntinue to be asse�sed
proportic>natel�� for the cc�st c�f ser��ices assc�ciated��•ith those 1oc11 im�ro��ements.
L'��on re��ie�v of the specific street lightin� iml�rc>��ements associateci �vith each of these Sub-
zones, thc street lighting facilities ha�•e been icientifteci as interior tract streetlights. "1'hese
strcetlights pro�•idc little c�r nc> direct 11�UI771I1�1UO1] to parcels <�utsidc the Sub-zones and
therefore the costs of maintaining these impro�•ements are allocated as l0U°'o s�ecial benefit
�vith no�encral bcncfit.
l'poii re�•ic�v, it has bcen determined that 1�°'o of the impr�vcmcnts �vithin the Descrt
;�fira�e Sub-Lonc are of a general bcnef t to those j�roperties outside of thc Sub-zone.
'1'herefore, this percentage of thc costs c>f maintainin� the Sub-zonc has bcen remo��cd from
the assessment and must be funded from c�ther sources.
"1'he pro(�erri' o�vners in 5ub-ione known as I�escrt �fira�e �vere balloted in I�'iscal �'ear
200-�/05 for' an increase in their maximutn assessment rates. 'I'he proposed le��}- increase
would fund ne�u maintenance costs reyuired after the Cit�� of Palm De�ert reno�•ated the
impro�•ements �vith ��•ater efticient landsclping and irrigadon s��stems. �lajoritt� protest did
not esist, therefore the Cit�� �vill mo��c fonvard «7th the plans to rcno��atc thc impro��emcnts
in thc llesert 1�lirage Sub-zonc. Refer to thc budget for 7.one � in Section I�' of this Rej�ort
for speciftcs regarciing the j�ro�osed assessment for the current fiscal t•ear and the maximum
assc�smcnt.
Zone #6 (Hovley Lane):
I'arcels �vithin this Ione are located�enerall}• L�;ast of:�fontere�� .-���enue anci \�'est �f P�rtola
:1��c�we and indudes �arcels and tracts alon� f-Io��le�� Lane ��'est. lone G includcs the
follo�vin�subdi�•isions and Sub-ioncs:
• i�fontere�- 1�ieadows (Tracts 21791 • I.a Paloma 2 (Tract 2-�773)
and 227-�1) • I,a I'aloma 3 ('I'ract 29U-45)
� "1'he (;len ("I'ract 25217) • Sand�iper Court (1'ract 27370)
• Ho�•le�• I;states ("1'ract 2-}�91) • E Iovle}� Court \C'est (1'ract 2958�)
• S<�nata 1 (Tr1ct 23982) • Sandpiper\�'cst ('1'ract 29�79)
• Sonata II ("1'racts 2-425-4 -1, 2, 3) • lliamondback Road (�1'ract 29893)
• I[o�•le}� (:ollcction (Tract 2-�GO3) • 1'alm Court ('l�ract 2�373)
• La Palotna 1 (Tract 2-4773-1)
.IluiriE'rnniruu/ 1'uqe�
(;crosc,li�latc�l P;ilm llcscri l.anclscx��iny ancl l.is;htin�
\[atnicnancc.\sscssmcnt Uisiric�t
l�:ng�ncci's Rc�urr,l�i,ral l�csu�3U(1�{j119
'I'hc Parccls within cach ��C thc fc>urtecn (1-1) Suh-z�>ncs c>1 "/.�>nc G (11�>��lc�� ].anc) rccci�•c
hcnctit from ���ric>us iml�rorcments that �v�rc lI1Sf1IIl'(� as �art of thc sc��aratc resicicntial
de��elopment5 and are s�ecihc tc, each rract and subdi��ision. "1'he assessment fc>r each �ub-
z<.me funds and prc>��idc:s fe�r rhe park�var� Ianclscal�in�; impro�'ements adj�cent ic� each tract
�long I�o��le�� I.ane as �vell as specific in-tract i�n��ro�-ements. 'l�he iii-tract iin�rc�eements �na��
include street lightin�; dn� wcll anci retentic�n l�asin landscape tnainten�nce; and landscapiii�;
c�f additional park�va�� �re1s. '1'he im�rovements �vithin 'I.one G include street lightin�; cm
Clo�•cr I,�nc, ;�Icadc��v 1,1nc, I I<�vlcti• I,anc�\'cst, Centc►�nial Circic; Posada Cc�urt,\'ia l�c�ncla,
Sonata C�urt, �1��cnida :lrcadia, ,��•ctiida Solana, Sandpiper Court, .-���cnida Rosari<�,
Sand��i��cr Court \t'cst II<�vlc�• C�urt, Diamonciback Road, and I'alm C<nirt; landscal�cd
�arkwa��s al�ng f Io�-le�� ],ane ��'est, I�lontere5� ;1��enuc, Portola ;lvenuc and landsca��cd
retention basins lc�cated within I Iovle� I?states, f lovle�� Cc>llectic�ns, I.a Paloma l, I.a Paloma
2, SandPi�er Court, and Sandpiper Court�t'cst.
l'}�on re��ie�v c�f the specific street lighting impro�•ements associated �vith each c�f these Sub-
zones, the street lightin� facilities ha��e been identifiecl as tract specific streetlights. 'I'o the
extent that some streetlights associated �vith the C;len, Sonata I ancl Hcn•le�� �t'est Sub-zones
are located on the perimeter c>E the de�-el�pment and pro�-ide direct illuminatic>n to ��areels
outside the subdi�-ision, a portion of the maintcnancc costs 1�°% have Uccn ident.ificd as a
�eneral benefit comJ�onent. "1'herefore, the cost of maintainin� the street light impro��ements
is allocated as £�:i% special benefit to pr�>perties�vithin these Sub-zones.
Similarl�•, it has been determined that a �c�rt.ion of the parkwa�� landscape im�r<>��ements
associated �vith the CTleti, Sonata I and Ho��lc�• �t'est Sub-•r.ones �ro��ide a general benefir tc�
}�roperties outside of these SuU-zones. 'I'herefore, ]5°��� of the cc�sts of maintainin� these
landsca�ed arcas has bec;n removed from the assessments and �i�ill be Funded from other
sources. '1'he landscape impro�•ements associated �vith each of the remaining Sub-zc>nes
provide no measurable gcneral bencfit t� properties outside the 'Lonc or to the I�ublic at
lar�e, and therefore, their specific local landscapin� imj�ro�•emc:nts and the corresponding
assessments ha�-c been identificd 100°4� as a special bcnefit to �arccls �vithin thc Sub-zones.
'.l'he pro�ert�• o�vners i�1 the nine (9) SuU-zones kno�vn as �l�he C�len, I Io�•le`� I?states, Sc>nata
I, Sonata f1, La Paloma 1, Sandpiper C;c>urt, Sanclpi�er ��'est, Ho�•le�� \t'est and llovle}•
Collection, �vere balloted in E�iscal Year 200-�/200� for an increase in their maximum
assessment rates. In conjunction with the assessment increase, the Cit}• pro�o�ed to rc:no��ate
the e�isting impro�•ements �vith more �vater efficient landscapin� and modificauons to the
irri�aticro s��stc:m.
[�or seven (7) of the nine (9) Sub-zones balloted, majorih• pr�test ciid n�t exist and ehe Cit��
�vill move forward �vith the }�lans to renc>��ate t.he impro�•ements in those Sub-zones.
I I��ti•e��er, majorih� protest existed in I Io�•le}� \�'est and Eio��le}� Cc>llection, and the prc�pc��ed
assessment increase for these nvc.� Sub-rones will not be imposecl. �\'ithout the additional
inaintenance Euneiing, the Cit�� ��711 nc�t be able to renc��•ate the im�ro��ements Eor ihese r�vc�
Sub-zones, but �vill cc�titinue tc� maintain the existin� im(�ro�•ements at a le�•el c�f ser��ice
compensatc�r�' �vith the a�-ailable assessment re��enues at the eaistin�; assessment rates. Refer
t� the bud�*ets for "l_one G in Section l�' of this Report for specitics re�arding the �roposed
assessment for the current fiscal ��e1r and the matimum assessment.
:�1tr�til'//10/I�70I Pnqe R
(:��nsuliclatcd I'alm llcsrrt l.:inclsca��in�an�l l.t�htin�
\Lunlcn,inic .\„cssmcnt I�istnct
I�:nt;inrcr's Rcport,I�isral l�car 2Ol)R/f)0
In I�iscal �'ear 20O-}/20Qj the Paltn Cc�urt Su1>-zc>ne tiva� anne�ec] to '/.c�ne G thrc�ut;l�
��rc�pert�• cm�ncr �rc�tcst hcarin�; ��rocccdin�s. l�pc>n cc�nclusion c�f a nc�ticcd Public I Icarin�,
it �vas dctcrnuncd that a majoritt• protcst c3id nc>t c.r-ist. l'pon rc:��ic�v �f ihc s��ccific
itn�rc>��eme�its associated �vithin tliis Sub-zone, benefit com•e}�ecl to other prc�p�rt.ies c>r tc�
thc public at lar�;c (�;cncral bcncfit) has bcen dctcr�nincd b}• com��arisc�n t� be incidcntal.
"I'hcrcforc, thc cc>,is of the on-�c>in� o��cratic�n and inaintcnancc of thc impro�•�rncnrs ha��c
been icientiCieci and ap}�c>rti�nec� lf)(1°';, as a ���ecial beneftt to the ��arcels �rithin the Sub-
zonc.
Zone #7 (Waring Court):
%onc 7 cc>nsists c�f"1'ract 2�3U-�, N�rth of I�red il'arin� llri��c and I-:ast of I'ht-llis )ackson
I,anc.
"I'hese parcels recei�•e special benefit fr�m the ongoing maintetiance of landsca�ed park�va��s
alon� Tred �t'aring l�ri��e and 1'h}'llis Jackson Lane adjacent lo the tract. "1'he im�r���ements
were installed as �art c�f the residen[ial de��elopment and it has becn determined that the
o}�eration and maintenance of the landscape impro��ements prc��•ide no measurable general
bencfit to othcr propertics c�utsidc thc %one or to the public at largc. '1'herefore, thc lc�cal
landsca}�in� impro�•ements associated u�ith this "1_onc: and the cc�sts c�f pro��iding these
impro�•ements ha��e been identified as 100°-4, special benefit to parcels �vithin lc�ne 7.
Zone #8 (Palm Gate):
�one 8 consists of the parcels in"1'ract 2-�287 located f?ast of Deep Can�-on Roaci, and North
of}�red�t'aring I�rive, on Coral Bells Circle, Da�•lil�•Circle,and I�1oss Rose Dri��e.
'1'hese parcels recei�-e benefit from the maintenance and operation of local street li�hting at
thc entranccs to thc de�-elopmcnt at the corncrs of lleep Can}•on Koad and Coral liclls
Circle, l�at•lil�� Cirde, and �foss Rose I�ri�•e. '1'hese parcels also recei��e special benefit fr�m
the maintenance of thc landsca�eci park�va�•s adjacent to the de�•el���ment on I�cep Can�•on
Road.
13oth the strect li�hting and landsca�e im�ro�•cments identificd for this Ionc �vere installed
as part of the residential de�•elo�ment and the ongoing maintenance and c�reration of these
improvements provide special bcnefit w propertics �vithin the Gonc. It has becn cletermined
that these impro�-ements were installcd ancl are maintainecl solclt• for thc bcnefit <�f
properucs �vithin the 7.one and pro��ide no mcasurable bcnefit t� prc�perties outside the
"I_one or to the public at large. 1'herefore, both the interior tract street lightitiK and thc
}�ark�va�� (rerimeter) 1lndscaping costs ha��e been idenutled and apporuc�ned 100°'� as a
special benefit to the �arcels�vithin the Lone.
In conjunct.i�n with a pro��sed renovati�n and u��;rade c>f the existing landscape
impro��ements the pr�pert�• o�vners in Ione 8 were ballotcd in hiscal Ycar 2U0-4/0� for an
increase in their ma�imum assessment rares. I�fajorit�• �rotest cxistcd and thc maximum
assessment rate �vill not be incrc:ased o�•er the amount pre�-iousl�� appro�•ed for the "/.�ne.
.IIn�uF7nn�ranl Pqqe 9
(:onsulid.itcil P�lm I)csert l.ancl;r;���in�ancl I,i�hiinf�
\l;iinrcnancc-lsscssmcnt I)istricr
I�.ngince�'s Rc(�urt,l�iscil 1�c:u•�(Il1R�U9
Sincc ihc asscssmcnt incrcasc ���as nc>t al���rcn�cci thc Cit� �vill nc�t nxn�c fc�r�v�rcl ��•irh thr
}�ro��oscd ren�n-ati��ns, biir �vill c<>ntinuc to maintain ihc caisting impr<>��c�nc�vs at a Ic��cl ��t�
sei��ice com��ensator� ���ith the a�-ailable assessment re��enues. Refcr tc� the bud�;et for '/.<me H
in Sectic.m IV c�E this Re��c�rt for s�ecifics regarding the prc��osecl assess�t�ent fc>r the current
fiscal �•ear�incl the masimum asse�smcnt.
Zone #9 (The Grove):
'l.c�ne 9 consists of the ��arcels in "1'ract 2-�98-4 Sowh of(.;oleta :��•enue and \t'est of l�ee�
Can�•cm Roac3.
'1'hcsc ��arccls rccci��c s�ccial bcncfits from thc im}�rc��•cmcnts and maintcnancc of strcct
lighting at the entrance to ihe de��elopment at the corner of l�eep Can��on Road and Ro}�al
C�m•�n ].ane as well as interior street lightin� c�n I<in�;s Can�•on I,anc, indian C:ant•<�n I,ane,
I iazel Cam•�n I,ane, and Ro�•al Can��on I.ane. "I'hese parcels also recei��e special benefits
from the im}�ro��ements and maintenance of park«�a�� landscaping adjacent to the tract c>ti
llccp (;an�-on Rc�ad, and intcric�r landscaping, incluciing an cntr���va�• mcdian, E�ark�va��
landsca�ing and palm trcc trimming within thc �ublic ri�ht-of-�va��s on Rrn�al Can�•�n ],anc
that wcrc installcd as part of thc residcntial tract dc��cloE�mcnt.
]ic>th thc strcct lighting and landscapc impro�•cmcnts idcntificd for this %onc �vcrc installc:d
as �art of thc: residential tract clevelopment and the ong�ing mlintenance and �peration �f
these impro�•cments provide s�ecial benefit to properues �vithin the lone. It has Curthcr
been cletermined thlt these impr���ements �vere installed and are maintained solcl}• for thc
benefit of pr�perties ��nthin thc lone and the impro�•ements �ro��ide no mcasurablc bcncfit
to properties outside the I.OriC or to the public at lar�e. 'I'herefore, b<�th the trlct street
lighting and thc landscaping costs (plrkwati�s and intcrior landsca�ing) ha��c bccn icicntificd
and a��orti�ncd 1O0!o as a s�ecial benefit t� the parccls within the "1_one.
.-�s part c�f the c��•erall landscapin� costs for this 'l.�ne, specialized maintenance (ralm tree
tritnming) is bud�;eted sel�aratel�- as this sen-ice is �lot co�•ered under the regular maintenance
contract thc Cih� has ��nth ics lands�ape contractor. Howcvcr, likc othcr landscapc
maintenance �tnthin the %one this ser��ice benefits c>nl}� the �ro�erties wnthin the 'l.�ne and
has been identified as 100°'o special benefit.
Zone #11 (Portola Place):
"l.onc ll is gc:ncrall}' locatcd South of Santa Rosa \�'a�• and I?ast of Porrola :1��cnuc and
c�nsists of thc parccls in Tract 27G92.
'I'hese parcels recei��e special benefits frotn the sen�icing and maintenance of the landsca�ed
park�va��s adjaccnt to thc tract on Portola 11�-cnue and Santa Rosa �t'a}•, anc3 intcrior tract
landscapin�;on Oli��c Court in�tallcd a� }�art of the residcntial dc��clo�mcnt.
"I'he de�•eloper (1� & 1-' I�e�-elopment) �vas conciitioned to Eorm the necessar�� Uistrict %one
for thc public impr<�vcmcnts that �vould be inst�llcd as part of subciivision tract 27G92. In a
letter to the C:in� dated :1pri1 -�, 199-�, the de�•cloper (sole o�vner of the propert}� at that time)
.11iu�i1'iiina�inl Pn�e 10
(:��n���Lclaiccl P:iln�I�rscr� I,anclx'arin�;ancl I.is�hung
\I,iinicnanrc.1s>cssnunt 1)i�irici
1:n};incrr'� Itc��urt, f�i.�al 1'c�r 3(1(I�/119
rcyucstccl inclusion c,f ihc �arccls ���irhin thc tract intc> thc l�istrict ancl tc� l�c asscsscd
1nnu�11�� for ehc cc�st of maintainiii�; thc imprcn•cincnts. 'I'his lettcr c�nstitutcs a 1OO°��
lancic��vnex ]�etitic�n j�ur�uant to ;\rticle \IIIU ancl su}�j�<>rts a ��osit.ion that the assessments
im�x�scd �ricn- tc� �ul�� 1, 1997 wcrc:cxctnpt frc�m thc reyuircmcnts of_lrticic:ZIIll.
:Although the assessmcnts for these impr�>��cments �verc id�ntified as c�cmpt in fiscal �'car
1997/98 and not subject to ihe procec3ural reyuirc:ments of a protest ballotin���rocedure, the
itn��ro��einents anci the related assessments ior this lone �vere identiGed as 100°�� special
benefit. It has been determined that thc c�ngoin� opc:ration and maintenancc �f thc
im��m��ements pro�•ide no measurable generll bc:netlt to other ��ro}�ertics �utside the %c�ne
c>r tc.� the puUlic at lar�e. '1'herefc�re, these irnpro�•emenis, the corresp�ndin� assessments and
thc annual intlationan• adjustmcnt �rc�•iousl�• apE�ro��cd b�• lando�vncr peutian are in
cotn�liance �vith the substanti��e reyuirements of the pr<�p<>sitic�n. Hc��ve��er, an�• future
increases to the assessments �vill require prc�pern'o�vner ballot pr�ceedin�s.
Zone #13 (Palm Desert Country Club):
lone 13 is locatcd generall�• South of Ho�•le� Lane }�.ast, N�rth of I�red \t'aring Dri�•c, \�'est
of\t'arncr "1'rail, and �\'est of�t'ashington and is c�mmonl�� rcferrcd to as the Palm Desert
Ccwntr��Club arca.
'1'he parcels �vithin this "Lone recei�•e special benefits from the ser�•icin� and maintenance of
entn�va�• landscapin� on State Street and \t'ashington :���enue, park�va�� landscaping along
Pred\�'aring l�rive and local residential strcet lighung�vithin the lone.
I'arcels �vithin lone 13 wcre annexeci ititc> the C:in' in f�iscal Year 199-1/95. I'rior to (:it��
annexation the local impro�-ements �vithin this "Lone �ti�ere assessed and collected b�� the
Counn� through a Count}� Scrvice .1rca (CS.1). \�"hen the properties were annexed ro the
(:it��, thc Cin' cstablishcd this territort� as lonc 13 ��7thin thc District and thc CS:1 fund
balance �vas transfcrred t�� thc lc�nc 13 account. f��r thc first tw�o }�cars, thc Cit}� used thc
fund balance to full�� co��er the annual cost �f prcn•icling the impro�•ements. In I�iscal Year
1996/97 the retnaining fund balance �vas designated as reser�•es and the I�istrict le��ied its
first annual assessment for the "l.c�ne. liecause the resen�e fund balance �vas greater than the
amount h�picall�� held in reser�•es, the Cit�• Council determined that a port.ion of the resen�es
�vould be used each �•ear to offset the annual expenditures therebt� allo�vin� the annual
asscssmcnts to rcmain Eairlti• con,tant and also �;raduall�- rcducc thc rescr��c fund to normal
Ic��cls. In I�iscal Ycar 1997/98, in compliancc with :lrticle XIII1�, a �rc��crt�• o�vncr ballc�t
proceeciing �vas conducted to appro�•e the �sisting annual assessment. :1t that time, the
�ro�erh• o�vners appr�vcd the proposed assessment amount plus an annual inflation
adjustment. �I'he asscssment amount approvcd b�� the propern' �wners was based on the
cc�ntinued polic�• of utilizin� reser��e fund contributions co offse� che actual expenses for the
"/.�ne.
in I-�iscal Year 1999/00, propertt� o�vners �vithin Ic>ne 13 �vere re-balloted for an increased
assessment to co��er the maintenance costs associated urith the ne��� landscaping
impro��ements to be installed on Pred ��i'arin� llri��e. Prc�pern' c�wncrs were ball�rcd for an
am<�unt sufficient to co��er the actual "I.�ne expenses, although a portion �f the existin�
.11ruril-'�r��n�n•rn/ Pnge 11
C<m,c�liclatcd I'alm I)cscr� lanclscst�)It1�:Il1CI I.I�II[I17�
\(aintcn:incc lsscssnunr[)i,irtc'1
l•.n�inrcr', Rcrc�n,I��scal l�c.0 ?(IUR!(1')
re;er��es cc�ntinued re� be usecl ic� reduce the a�inual asse•;cneiits. Refer ic� the buds;et fc�r
�OIl(7 �,� 1I1 �CCtlOil I�' c>f this Rcjx>rt fc>r s��cci(lcs rc�arclin� thc �rc��c�sccl a;scssmcnt fcn• ihc
currcnt tiscal �•car ancl thc �7]�l\1I11UtI7 �1titiCti5I11C[ll.
"1'hc strcct li�htin� and lan�lscapc im��rc>��cincnts asscsscd ���ithin this "/.one cicarl�• pr<��•idc
��ccial bcncfits to prc>}��rtics �vithin thc 7.onc. it has bccn dctcrcruncd that ihc
imprc��•ements �vere' li7ti[1��C(j and are maintained sc�lel�� for the bencfit of prc�J�erties �vithin
the 'l.one and the impro��ements provide nc� mc:asurable beneGt to �rc>perties cnitsicle the
7.�ne c�r t� the public at lar�;e. 'I'herefore, both the street lightin� and the lanclscapin�; c<�sts
(parkwa}•s and intcri��r landscaping) ha��c bccn idctitificd and app<�rtioned l00°�4� as a s�ccial
bcncfit to �arccls�virhin nc� "l.onc.
Zone #14 (K& B at Palm Desert):
'/.one 1-� is located �enerall�� Nc�rth c�f I�rank Sinatra Drive, \t'est of Porrola .-1��enue, F�:ast of
1�1�ntere�• .-laenue and South of Gerald Pord Dri��e. 'I'he %one includes the parcels in "I'racts
282�8 ancl 28258-1.
The properties �vithin the boundaries of lone ]-4 benefit from street li�;hting �vithin the
dc��cloj�ment located on l�rexell l�rive, 1lcather���ood Dri�•c, I;mcrson Dri��e and �amers�n
Road, and Colebridge Street, as well as landsca�ing associated �vith the retentic�n basin area
located on }Icather�vood l�ri��e 1nd drti- wcll arcas �vithin the subdi�•isi�ns installed bt� the
de��cloper as part of thc residential de�•elopment.
[n conjunction ���th a propc�scd reno��ation ancl up�radc of thc cxistin�; landsca�c
im�ro�•ements, thc �ropertt• o�vners in "l.one 14 were balloted in Piscal Ycar 2OO-1/OS for an
increase in their mahimum asscssment ratcs. �Iajorit�� protest did not caist, and based on thc
appro�-al of the new assessmcnt rate, the Cit�� w711 mo��c for�vard with the pllns to reno�•ate
the imprcn�ements �tzth more �vater efficient landscaping and mociifications to the irrigation
s�'stem. Refer to the budget for lone 1-4 in Section IV of this Re�ort for specifics regarciin�
the�r�p�sed assessment for the current fiscal �•ear and the masimum assessment.
It has been detcrmined that fiftec:n percent (15°-�) of the im�ro��cments �vithin the K 8c B
Sub-lone are of a gcneral bcnefit tc� th<�se properties outside of the Sub-zone. '1'hereE�re,
this percentage c�f the costs of maintaining the Sub-zc�ne has been remo��ed from the
assessmcnt and mu�t be funded fro►n other(:it�� funciin�; sc>urces.
Zone #15 (Canyon Crest):
"/.one 1� consists c�f Tract 25102-1 and 25102 generall�• Ic>cated east of l�eep Can�•cm Road,
south of rhe �\'hite�vater Ri��er Channel, nc�rth of I�Ioss It<�se llrive, anci ���est c>f the I'alm
I�esert I Iigh School. "I'his '/.�ne �vas established and annexed t.o the l�istrict �n ;�[arcli 11,
1999 ��ursuant to the .1ct and a (�ropert�� owner ballot prc>ceeciitl�;.
These I�arcels recei��e special benefit from the operauon 1nd maintenance of landscaped
plrk�t•1��s along thc cast sicic c�f I�ccJ� (;an}•on Road from I�fa��csia Talls (��'hite�vatcr Ri�•cr
.I Ir�itll��umidn/ P���e 1 Z
(.un,nlul:iir�i 1'xlm 1)c;cri l.anclsc;y�in�ancl l.�s�htins;
\laintcnancc.1,scs�tncnt 1)iti!riu
I.n,�incri's Kc�x�rt, l�i;c>il l�car 2(I(1;�"U9
Chaniicl), s�uth tc> iht� cnd ��f thc dc��el��>mcnt (a���rc�ximatcl�' ]UO fcct n��rth ��f
I�uttc�mv<x�cl l�ri�-c); (�critnctcr lanclscaj�in� alc�n�; thc �l'hitc»atcr Ri��cr <:hanncl (thc
norther�l boundar�- of the cie�•eloptnetit ancl I�istrict) from l�eep Ca�i����n Roael easr��•arcl t�>
thc ���cstcrn bound���� of thc cic��elopmcnt (a}��rc��imatcl�� �i75 llncar fcct <�f thc total 1?%�
fcct is landsca��cd).
"I'he impr<���ements f�r this "/.c�ne �vc:re installed as ��art of thc residential develc>�ments. It
has bccn dctcrnuncd that thc ongoin�; o��cration and maintenancc c>f thc landscapc
im��rcn�cments �rc.���ide no measurable general benetit tc� c�ther prc�perties <�utsicie the l<>ne
�r ro thc �ublic at lar�c. "1'hcrcforc, thc ]c�cal landscaping impro�•cmcnts associacc:d w�ch chis
lone and the associated annual costs ha�•e been idenutied as 1(1O"o s�ecial benetlt to �arcels
�vithin "/.�nc l:i. Refer t� the bud�et for "l.one 1� in Section T�' of this Repc>rt for specifics
rcgardin� the }�roposecl assessment t��r thc currctit fiscal t�car and the masirnum assessment.
Zone #16 (Shepard Lane):
lone #1G consists of sia (G) separate residential subcii�-isions identified as Sub-•r.c�nes. These
si�: Sub-zvncs arc kno�vn and idcntificd as (;ollcgc \'ic��• I-;states I ('1'ract 29-�-�-4), Collcgc
�'ic�v I:statcs II (Tract 30087), Sundancc \�'cst (I�ract 30216), Sundancc I�:ast (I'ract 30503),
Petunia l ('1'ract 3OO2:i), and Boulders (I'ract 30030). I=.ach of these Sub-zones has s�ecific
local impro��ements maintained b� the l�istrict thar were installed as �art of these residential
dc��clo�mcnts.
'1'hcrc are sc�•cral residcntial subcii��isions �vithin thc arca kno�vn as Shc�hcrd Lanc. "I1ic
�arcels ���ithin each of the si� (G) Sub-zones of'l.one 1G (Shepard I,ane) recei��e benefit from
�-arious impro��ements that �vere installed as part of the separate residential de�-clo�ments
and are srecific to each tract and subdi�•ision. I'erimeter landscaping for the She�herd Lane
residential de�-elopments includes }�ark�va��/�erimeter landscaping on the �vest side of
Porrola :lacnuc bct�uccn I�rank Sinatra I�ri��c and Gcrald �ord T�ri��c, as �vell as landsca�ing
c�n the north side of I�rank Sinatra llri��e and the sc>uth side c�f(7erald I�<�rci llri��e on either
side of Shcpherd I.ane. 'I'hese impro�•ements benefit the propert}� de�-clopment «7thin thc
She�herd Lane area and each residential subcii�-isic�n is assessed a �ropc�rtional share of the
costs associated �vith these landscaped areas as �vell as specific in-tract irnpro�•ement�.
Specific in-tract improvements include:
Sub-Zone College View Estates I:
• 'I'his Sub-zone's propc�rti�nal benefit of park�va}�/perimeter landscaping alon�;
thc wcst side of Portola r1�•enuc adjaccnt to thc residential subdi�-isi�n (generalh�
bct�vccn rrank Sinatra Dri��c and (Tcrald I�ord l�ri��e);
• Park�va�• Iandscal�in�; along both sides of Shepherd Lane acljaceiit to the
residential subdivision (�enerall�• bchveen I�rank Sinatra llri�-e and Gerald l;ord
I�ri��c);
.11�mi1•rirnn�ru/ Pn�e 13
( �msc>liclaiccl I'alm l)r�rri I.nnclscx��in,�:inci l.i�;liiin,�
\lainraianrr-\ssc,snunt l�i,iricl
1•,n�inccr's Rc����r�,I`i,cal l�car 211pS�(19
• �tr�•cili�;ht, �vithin thc resicicntial subcli��isic>n �t�d/c�r acljlccnt tc� tlic sulx.li�•isic>�i
��n b��th thc cast aud �vcst sidcs ��f Shc��hcrd I,anc and thc �vcst sicle c>f Pc�rtc�la
:1�-cnuc installcd as f�art c>f ihc resic�cntial subcli��i,ic�n.
Sub-Zone Collcge Vie«� Estates II:
• '1'his tiuh-rone'� prc�portic�nal benefit of l�ark�va��/�eximeter landsca�in�; <�ei bc�th
sides of 5hc�hcrd ],anc and thc: �vcst sicie of Pc�rt<�la .��•cnuc ac�jaccnt to thc
residetitial subdi��isir�n, installed as part c�f the devel�pment c�f�r<�}��rties therci�i;
• Strcct lights ���i�hin anci ac�jaccnt to ihe residcntial subdi�•isi�n.
Sub-Zone Sundance West:
• "1'��•0 landscape e�►sements lc7cated on the west side of Shepherd J,anc: at
Kokopelli (:ircle.
• 'I'wo landscape easements located on the �vest side of She�herd I,an� at (;hinook
Circic.
• I'arkwa}- landscapin�;along Shepherd Lane adjacent to the residential subcii�•ision.
Specificall�� the park�va�• area on the ���est side of Shepherd I,ane �vhich estends
thc lcngth of"1"ract 3021 G;
� Streetlights «7thin the residential subciivisi�n ancl/or adjacent to the subcli�•ision
c.m both the east ancl �vest sidcs of Shepherd Lane and the �;�est side c�f I'ortola
:1��c:nuc installed as part of thc residential subdi��ision.
Sub-Zone Sundance East:
• "1'his Sub-zone's �ropc>rtional bcnefit �f perimcter/park�va}• landsca�ing on thc
�a�est side of Portoll ,-���cnuc bet�veen E�rank Sinatra I�rive and (�crald f�ord 1)ri��c:
associatcd with the dcvclo��mcnt;
• P�rk�vat� lanclscl�iug on Shephercl I.ane adjacent to the residential cle�•elc��ment
installed as part of the dc��elopmcnt of}�rc�pertics thercin.
• Strcct lights ���ithin and adjacent to thc residcntial subcii��ision.
Sub-Zone Petunia l:
• "Chree landsca�e casemcnts identified as the parkwa�• landscapin� on the east side
of Shepherd l,ane adjacent to the tract north and south of I:ast Petunia l'lace and
the �ark�va�� landsca�ing easement <m the �vest side of P�rtola :1��enue ldjacent
ro thc tract.
� �l��vo landsca(�e casements identificd as the park�va�- landscaping c�n the �vc:st sidc
of She��herd I.ane acljacent tc� ihe tract nc�rth and s<�uth c�f��i'est Petunia Place.
.11tutlFinuii�iu! P���� 14
(:c�nsc�liclatc�l Palrn l)cscrt l.anclsca��ins�xn�i I,�,�l,iin�
\lainicu:incr .\„cssmcnt 1)isinci
I•:n�inc�•r's Kc�x�rl,1'ucsil l�car 3(IUB�(19
Sub-Zone The Boulders:
• Park�va�' landsca��ing c�n She}�herd I,ane adjacent to the resiclential cle��elc�}�ment
installcd as part �f thc dc�•cic�pmcnt c�f prc:>��ertics thcrcit�;
• "1'his Sub-zone's proportional benetit of park�ti•a}�/perimeter landscaj�in�; on the
west sidc ��f P<>rtola :1�•enuc bet���een I�rank Sinatra llrive ancl (;crald Ford
l�ri�-c, as wcll as landscapin� on thc nc�rth sidc of I�rank Sinatra I�ri�•c and thc
sc>uth side c�f Gcrald Pord llrirc on cither sicie of Shc�hcrd Lane.
� Street li�hts ��7thin and adjacccn tc� thc residcntial suUdi�-isicm.
It has been determiiied upc>n re�•ie��• of the specific im�ro�•ements, that a pc�rtion �f the
street lightin� anci park�va�� landscape impro�•ements associated �vith the Colle�e �'ie�v
f:statcs I, (;ollcgc Vicw [�:states II, Sundancc I�ast, and Pctunia l Sub-ionc� pro��idc: somc
gencral benefit to properties ourside of chcsc Sub-zones. 'I'hese impro��emcnts include the
park�va��/j�crimctcr maintcnancc along Port�la .1�•cnuc. .1 portion of the maintcnancc costs
up to ]�°4� have becn identificd b}� thc Cin� as a �eneral bcncfit componcnt and has bccn
rem��•ed frc>m the assessments and ��nll be futided from other sources. 'I'he imprc���ements
associateci��7th the remainin�; Sub-zones �ro�•ide no measurable�;c:neral benefit to properties
outside the 7.one or to the public at large, and iherefore, their s�ecific l�cal landsca�in�;
itnpro�•ements are allocated 100°,o as sE�ecial benetit to �arcels �vithin the Sub-zones.
.11rudl'runn�•ra! Pn�e l:i
(:r,nsc�licl.uccl Palni I�cscrt l.ancl�caI�ing ancl l.i�;hiin�
\I;iintcn;incc .\sscs;tncnt I)istricl
I?n�;inrer's IZeP��rt,f iscsil l�ear 2UI1H;11�)
III. Method of Apportionment
A. General
"1'hc 1972 ;1ct pernuts thc cstablislirncnt of a�scssinent clistricts b�- a�;cncics fc�r thc }�ur��c�sc c>f
pro�-iciiiig ccrtain I�ublic iml�rc�vcmcnts �vhicli includc the construccion, maintcnancc ancl
scn�icing �C��ublic lights, landscapin�; and appurtenant faciliucs. 'I'hc 1972 .1ct furt}icr rcquirc�
that the cost of these impro��ements be levied accc�rciin� to benefit rather t.han assessed��aluc:
`7 be nel Unrou�t!lo Ge a.rse.i:red ri�nn/u�rdi wit/�i»u�r u.r.re.c.cmenl di.rtri�t mu��be uppo,-tion�d G��
a�t�� farmtrla or metl�od wbrch fuirly di.rlrrGirt�.r tl�e nel unlornrt umonx all u.c.re.ccubl�� lnt.r or
�un�els in f�ro�o�Yion lo tGe eslimUled Gene/it.r to (�r receire�!by euch .a�rb !ot ar�ar�e//i-nm t/���
im�ror.�emrnf.c" . .
'I'he formula used for calculating assessments in each %one �f the I�istrict therefore reflects the
c�m�ositi�ti of the �arcels, and the impro��etnents anci ser�•ices pro��ided, to fairl�� apportion the
costs based on cstimated benefit to each ��arcel.
In addition, pursuant to .�lrticle XIIII� Secti<m -1 a parcel's assessment ma�• nc.�t exceed the
reasc�nable cost <�f the proporaonal s�ecial benefit conferred on that parcel and pro��ides thlt
onh� spccial Ucncfits arc asscssablc and thc lliscrict must separatc thc �cncral Ucncfits from thc
s�ecial benefits. Therefc�re, in compliance �vith the new assessment reyuirements onit'
�ssessments that arc identificd as cither "I�;xempt ,-�ssessments" �r "Spccial 13encfit
:lssessments" are assessed. "I'he costs of anti• impro��ements considered to be "C7eneral I3enefit"
have becn climinated from the District assessments.
B. Benefit Analysis
I;ach of the proposed impro��ements, the associated costs and assessments has been carefull}-
reviewed bt� the Cin� and has becn idc:ntified and alloclted based on benefit pursuant to the
pro�-isions of the 1972 .-1ct and �lrtide XiIID of the Califc�rnia Constitution. F.ach impro�•ement
and the associated cos�s ha�•e Ueen ieientified as either "�;eneral benefits" or "special �enefits".
:1lthou�h somc e�isting �ssessments ���thin the I�istrict qualified as exem�t assessments
pursuant to .-�rt.icle XIIiI�, Sc:ction � of thc Constiruti�n and did not rcyuirc a ballc>t procccdin�;
undcr the pro��isions c>f Section 4, the improrements associated �vith tliese assessments arc
considered a special benefit to the assessed �roper�ies and are in c�mpliance�vith the substanti��e
reyuirements of :lrticle X1IIll Secuon -�. '1'he maximum assessment rates shown in this re�ort
are cc.msistcnt �vith thc pro�•isions of rlrtidc �iIIIll and an�• nc«� or incrcascd asscssmcnts shall
be subject to the �ro��isions of tiection -4 therein.
Special Benefrts
The method of apportionment (or method of assessment) is bascd on thc �retnisc that cach of
the assessed parcels «7thin the District and '/.ones recei��es benefit from the impro�•ements
maintained and financed b�� llistrict assessments. Specificall��, the assessments associated �vith
each lone are for the maintenance of local street li�;hting and landsca�ed im�ro��emcnts
.LJn�ut'7irn�urnl 1'n�e 1G
Ccrosr,lidatccl I'alm 1)csrrt l,ancl,ca��in�ancl].i�htin�
\f:tintenance.\„esstnent I)istrict
1•:n};incr�'s Rc���>r�.I�iscal 1�r:u'2l1ORjU9
in�iall�d ati ]�art c�f thc c>ri�;inal cic�•cic���mcnt c�f thc �arccls �t•ithin thr "l.c�ncs <>r ��•crc latcr
installed fc�r the benefit of thc.>se pro��erties. '1'he desirabilit} anei securit�' c>f ��rc���ertie� ��zthin
cach "/,one is enhanc��d b�� thc }�rescncc of strcct li�;htin�; 1nd ���cll-maintainccl lancisca�ing in
cic>sc ��rc>ximit�• tc� thc�ac rrc��crtics.
'1'hc Iandscal�c im��ro��cmcnts ��ro�-idc:cl b�• thc I�istrict ma� includc landscapccl mcclians,
park�ca��s, entr�'�va}'s, slopes and appurtenant facilities. Street lightin� impro�•ements ma� includc
energ�� costs and necessan� maintenance t� thc f�cilit.ies related thereto. The annual assessmenn
c>utlincd in this Rc��c�rt arc �roposcd to cc>�-cr thc cstimatcd cc�sts to �ro��idc: nccessan- scn-icc,
operatic�n, administrati�n and maintcnancc rcquircd cach ��car t� kcc� ihcsc imrro�-cmcnts in a
health��,�•i�;orous and satisfact�n' condiuon.
"I'he special benefits assc�ciaced���ith che l�cal landscaping impr��•ements are s�ecificall��:
• f?nhanced dcsirabilit��of proj�crtics through association�vith thc imprcn�cmcnts.
• Impr�<<ed aesthetic appeal of pr�perties ���ithin the %ones prc���iciin� 1 �ositi��e representation
of the area.
• }-:nhanced ada�tati�n of thc urban em�ironment within thc nattiral em-ironment fr�m
adcquatc grccn spacc and landscaping.
• f-:m�ironmental enhancement through impro�•ed erosion resistance, and dust and debris
cc�ntrc�l.
• Increased sense �f }�ride in o�vnershi� of pro�ertt� within the District resultin� from well-
maintained impr�vemcnts associated �vith the }�ro�erues.
• Reduced criminal acti�•it�• and propert}•-related crimes (especiall}� ��andalism) a�ainst
prorerties in the I�istrict through well-maintainc:d surroundings and amenities incluciing
abatemetit c�f graffiti.
• I;.nhanced en��irc>nm�ntal yuali�} <�f the parcels �vithin thc lones L��� rnoderat.in�
temperatures, pro��iciing o:��•genation and attcnuating n�isc.
'1'hc spccial bcncfits of strcct lightin� arc thc com�cnicncc, safet�' and sccurit�• of propert}�,
improvcmcnts and�oods. Spccificall}•:
• }:nhanccd dctcrrcncc of crimc and thc aid to policc protcction.
• Incrcascd nighttimc safch• c>n roads atid hi�;h�va�-s.
• Imprcrved abilit�� of pedestrians and motorists to see.
� Impro�-ed in�ress and cgress to �ro}�crn•.
• Rcduccd vanclalism 1nd othcr criminal acts and damagc to im�ro�•cmcnts or propert}�.
• Impro��ed traffic circulatic�n and reduccd nighttimc accidcnts and personal pro�crn' loss.
• Increased promc�[ion of business ciurin� nighttime hours in the case of ec>mmercial
prc>perties.
.�I�ntil'rnmruu/ 1'nqe 1�
(:cros��licl:itccl P:ilm l)c,cri I;.tncls�a��inf�and I.it;htin�;
\Iainlcnancc.\;sessmcnt l)i,irict
I?n��nccr's Kclx>r�, I'iscal l�c»r?(lll;t/U9
"Il�e ��receciin�; s��ecial �enefits cc>iitribute tc> a s��ecitic enh�ncement and dcsirabilit�� c>f cach c�f
the assessed parccls.
General Benefits
Pric�r tc� thc �assa�;c c>f]'rc���osition 218, sc�mc of thc l�istrict asscssmcnts inclucicd maintcnancc
c�f landscaped meciians on various ar�erial srreets ��hthin the Citti�. f3cnve�•er, since the
maintenance of most arierial medians w�ithin the Cit�� �vere funded b�• the (;it�'s C;cnerll I�und, it
�v1s determined that the e.r-istin�; assessments fc>r these impro��ements �vere nc�t a s�ecial benefit
and in I�iscal Year 1997/98 the l�istrict assessments related to arierial medians �vere eliminatecl.
In �clditi�n, an}- impro�•ement and the associated costs that are consiclerecl a �etieral benefit t�
��ro�erties outside the respecti��e 7.ones �r to the �ublic at large hare been identified 1nd
eliminated from the annual assessments. In m�king this determination it shoulcl b� notecl that
�ark�va�•, �erimeter landscaping and interior landscaping �vithin the (;ih� is either funded and
maintained b�� incii��idual �m�ert�� o�vners or throu�h some n�c: of association, e.r-ce�t thc�se
inaintaincd and fundcd thrc�ugh a special llistrict. 'I'hc (;in- docs not usuall5� maintain thcsc t���cs
�f impro��ements from Gencral I�und Revenucs and, likc other similar impm��ements «nthin the
Cih�, the on�;c>ing maintenance of these improvements are a srecial bencfit tc> thc �ropertics
associat�cl «7th thc impro��cmcnts.
C. Assessment Methodology
Pursuant to the 1972 :1ct, thc costs of thc I�istrict ma}' bc a�portioncd U�� an�� fc>rmula c>r
meth�d that fairl}• ciistributes the net amount to be assessed, amon�; assessable parcels in
propc>rtion to the estimated benefits ro be recei��ed b�� each such parcel from the impro�•ements.
'I'he apportionment of costs used for each %one should reflect the composiuon �f the parcels,
and the impro��ements and ser��ices pro�-ided blsed on each parcel's estimated special benefit.
Equivalent BeneCt Units: 'I'o assess bcncfits equitabl��, it is necessan� to rclate thc diffcrent
t��j�e <�f rarcel itnpro�•emen�s to each c>ther. '1'lie T?yui��alent Iienefit l'nit method of assessment
a��c�rtionment uses thc sin�le-famil�• hc>me as the basic unit of assessment. ,� single famil�• he�me
eyuals one Lqui��alent Benetit l;nit (I;13L�). Il��er�� other land use is com-erted tc� I:13L's based on
an assessment forJnula that equates the pr�pert�'s specific de�-elopment status, h-�-�e c�f
de��eloE�ment (lanci use), and sire of che propert��, as c�mpared to a single-famil�•home (SFR).
"I'hc f?Iit' method of a}���ortioning benefit is n-picall�� seen as the most appropriate and cyuitablc
asscssmcnt mcthodolog}� for districts formcd undcr the 1972 ��1ct, as thc bcncfit t<� cach parccl
from thc im�rc�vements 1re apportioned as a function of 11nd use n�pe, si•r.c and dc�•cloptnent.
;Asscssed parcels within "I.ones 2, 3, 4, �, G, 7, K, 9, ]1, 1-4, l:i and 1G are single-famil�• residcntial
��arcels and the a���licatic�n c�f the 1•:F3U methc�d c�f sl�read results in an ec�ual assessment.
,L1uniFiirnn�in/ Pn�e IH
(.c�nsuLcl.i�rcl P;tltn I)cscr� L.inclsc.iP�nt��nd I.�s;hnn;�
\laintenancr .1s,c,s�nent 1)istriet
1{nt>inrri's Rc�x>ri,I�isr�l 1'car 2UI18/l19
'I'hc fc�llo��•ins; tablc rct7ccts thc ��aric>us ��rc>��crt�' t����cs ancl a��E�licablc I�.lil's that ma�' bc aE�E�liccl
to propertics �vithin "I.onc 13.
L:1NU l.'SI; /I:Ol�I\'.11.I�:I�"1' 131�.N1�:1�1'1 l'tiI'I'� (%c>nc 13)
Land EBU
Use Typc Multiplier to
Property Type Code Factor Calculate EBU
Cnmmercial C()\I 6.00 .Acrra};e
Residential an�l Ce�mmercial\'acant \'.\C 0.30 �creake
Sin�;lr I�amilt•Rrsidrntial tif R l.l)0 l'nits
C<mdc�miniums CO\ (1.80 l.nits
Single f�amilt•\'acant L��t tif�\' I.OU J.c�t
Fxempt '�O'� 0.00 Parccls
I�:xempt parcels indude easements and landscaped areas or comm�n areas.
"1'he benefit fc�rmula ap�lied t� parcels in each 'l.one is Uased on the preceding i?yui�•alent
13enefit l:nit (I-:Bl') tables. I-:ach parcel's I�.BL correlates the parcel's s�ecial benefit recei�•ed as
cc�m�arcd to thc othcr�arccls in thc Ionc.
Parcel Tfpe EBUa Acres ot Units =Parcel EBU
TotaJ Balance to Levy in 7.one/Total EBU in 7.one =Levy per EBU
Parcel EBUx Levy per EBU=Parcel Levy Amount
D. Assessment Range Formula
.1n} new or increase in assessments, require certain noticing and meevng reyuirements b�� la�v.
"1'he 13rc>wn :�ct clefines the terms "new or iticreased assessment" to exclude certain conditions.
"1'hese certain conditions included "an�• assessment that does nc�t esceed an assessment formula
or rangc of assessmcnts previousl}' adopted b�� thc agenc�• or appro�-cd b}� the voters in the area
where the assessment is imposed." This definition was later confirmed b}• Senate Bill 919 (the
I'roposition 218 implemenring legislation).
:1n assessment range formula for the District assessments has been confirmed through propert��
o�vner ballot proceedings in compliance with .lrticle XIIIL�, escept those esisring assessments
«nthin the llistrict �vhich yualified as exempt assessments pursuant to .-�rticle XIIID, Section �
c�f the Constitution and did not require a ballot proceeding under the pro�•isions of Section -�.
'1'he assessment ran�c fortnula shall be applied to the future assessments within the llistrict. 1�hc
follo�vin�describes this lssessment ran�e formula:
Jl�mrl=rirnn�ru/ I'n�r 19
l:unsc�hcl:uccl I'alnt I�cscrt ],aticl;ca��tn�:in�l I.i�hiut�
\Iainirnancr .ls�c>sn�cut I)isirict
I:nginccr', ltrport,I�i,cal l�r.tr?IlU5j1�9
\�'hcrcin, if� thc J�rc�Ex�scci asscsscncnt (lc��� I�cr unit cn• ratc) is less than c>r cyual tc>, thc
��ri<.>r tcai's maximurn asscs�mcnt ��lus thc ac.ijustments dcscribcd in thc f��ll�>�t�inf•, thcn
the ��rc�l�osed assessmcnt is n�>t considered an iiicreased assesstnent. 'I'kle }�ur����se ��t
cstablishin� an asscs,mcnt rangc formula is tc> }�rc>�•icic f�r reasc�nal�le incrcascs and
inflati�nar�� acljustments t� the asscssmcnt amount� �vithout rcyuirin�; costl�� nc>ticin}; and
mailing}�rc�ccdures,�vhich would be addcd to thc I)istrict cc>sts and asscssmcnt�.
If thc proposcd ��scsamcnt is lcss than thc inaximuin assc�smcnt ar��rr���ccl in ihc
prc�•ious fiscal }'car adjustcd b�• a perccnta�;c no �;rcatcr than thrcc perccnt (3.U°%), or ihc
annual percentage icicrease of the Consumer 1'rice Incle� (CPI),�vhiche��er is the lesser c�E
the t�uc�, the assessment shall not be considered as an increase.
I�:ach ��ear the Cit�� shall c�mPute the �ercentage clifference benueen the CPI on Januar��
l, of each t�e1r and the (:PI for the (�re��ious �anuarti' 1, or a similar time �erioci, as
dctcrmincd b�• thc 13urcau of I.abor Stat.istics for all urban consumers for thc I,os
;\n�cics, ,\naheim and Ri��crsidc 11rca. 'I�his perccntagc ciiffcrcncc shall thcn cstablish thc
ran�c c�f incrcased asscssmcnts allo�vcd bascd on CPl. Should thc 13urcau of Labc>r
Statistics re�•ise such indea or discontinue the preparation c>f such index, the Cin� shall
use the re��ised indes or comparable s�•stetn as appro��ed b}� the Cih� Council for
determinin� fluctuations in the cost of li��in�.
lf C1'I is lcss than thrcc percent (3.0�4,), then thc allo�vablc adjustmcnt ro thc maximum
assessment for each 'Lonc ma�• be U�� CI'I, or a lesser percentage. if CPI is greater than
thrcc perccnt (3.0°%), thcn thc allowable acljusttncnt to thc proposcd asscssmcnt for cach
%�ne ma}� be three percent (3.0%) or a lesser �ercentage. '1'he fact that an assessment
ran�c formula is adopted for District assessments does not r�yuire that the adjustment
be appliecl each �-ear, nor does it restrict the assessments to the adjustment am�unt. If
the budget and assessments for a given lone do not require an increase or the increlse is
less than the allo�vable adjustment then thc reyuired budget and assessment shall be
ap�licd. If the budgct and assessments for a gi�-en 'I.onc rcyuire an incrcase grcater than
the allc��vable adjustment then the �roposed assessment is considexed an increased
asscssmcnt and tnailed noticcs, as �vell �s pr�perh� ��uncr prc�test ball�ts arc rcyuired b}�
;lrticle XIiII� to impose the assessment increase.
I��or I��iscal Year 2008/09, the liureau of I,abor Statistics has establisheci Cl'I at 3.92",4, f��r the
Janu�r�' 20U7 to ianuar�� 2008 pexiod. "1'herefore, the �re�•ious maa:imum assessment for cach
"Lone within the District has been adjusted U�• 3.(l°�o to establish the current maxitnum
asscssmcnt allowcd.
.11ruul•iuuu�ro! Pn{e ZU
(:uns�ilicl:,�ccl I':�lm I)rs��r� I.ai��jsr:t�iirn�;incl I.i�;hUn�
\lainicnancc .\s,cssmcnt [)i,n'irt
1{ns��nrrr's Rc���,ri, f'�sc:i]1�c::r 2U(Iti;(I�)
IV. DISTRICT BUDGETS
A. Dcscription of Budgel Items
"I'he follo���in�;cie�cribes the sen•ices and cc>;ts that are funclecl throu�h thc I�isrrict, sho��n in
the I�istrict 13ud�;cts.
DIRECT COSTS:
Maintenanee Costs — Iticludes contrlcted labor, material and equipment reyuirecl tc>
�ro�erl�� maintain th� landscaping, irri�au�n s��stems, drainage .��stems, fencin�, ane� ent►-�-
mc�numcnts���thin thc "I.onc.
Landscape Utilitie� lncludcs utilih� c�sts for �vater required to irrigate landscaped areas
and the utilih� costs for electricit}� required to ruci irrigation s}•stems and ornamental li�;htin�;
for landscaped areas.
Landscape Extras— Inclucics thc rcplaccmcnt of am� matcrials and cyuipmcnt nccdcd to
makc rcpairs to irrigation st•stems.
Tree Pruning — Includes the cost c�f trimmin�; and prunin� trees lc>catec] «.-ithin rhe
landscaj�ed area.
Street Lighting— l�tilin• costs for clectricit�• required to operate streetlights, as �vc:ll as thc
maintenancc of thc strcctlights.
SpecialDisttict Setvices—"I'hese are ser�•ices pro�•ided to a specific %one that are outside
thc normal maintcnancc scn•iccs pro�•idcd b�� the l�istrict. 'l�hcsc costs and scr��iccs ma�•
includc, but 1rc nc>t limitccl tc� thc follo�vin�:
• Specialized maintenance anc] eyui�ment necessan� for landscaped areas ancl a�purtenant
facilities assc>ciated�vith dr}•�vells, retention basins and c�etention basitis �vithin the "l.�ne.
• 'I'hc adciitional cost of contracted lab�r, matcrial and cyui�mcnt rcquircd for trimming
trees in the puUlic right of wa�• and landscaped areas.
Maintenance Repairs— 'I'his itcm includes repairs that are �;ener111�• unforescen and not
norm111�• includcd in thc ��carl�• maintcnance contract costs. 'I'his tna�• includc rcpair of
damaged amenities due to ��anc3alism, storms, frc�st, etc. :\lso included ma�� be �lanned
upgrades that �ro��ide a direct benefit to the "I.one. "I'hese u��rades could include replacin�
plant matcrials and/or rcncn�ation of irri�ation or li�;htin�st�stcros.
JLurrl'ii�nmrnl Pqqe 21
Ccm>�>li�latccl I'xlm I)csert l.:inclsrri��ins�ancl l.i�;htiut;
\Iaintcn:incc.\sscssmcnt I)isirict
I?n�inccr's Kep�n�r,I�isc.il l�c.ir?(IU�;O9
ADMINISTRA'1'ION COS'1'S:
District Admmisttation — 1'he cast to particular cic}�1rtcncnts and stafi c�f the (:it�, fc>r
��ro�'1(�1I7�? [�1C COOICj1I7�lIlOI7 c>f I�i�trict scr�-iccs and c>perations, res��<>nsc tc� J�uhlic c<>nccrns
ancl e�iucatic>n, as �i-ell as prc�cedures assc�ciated ��•ith the le���� and collecticm c>f assessmc:nts.
'l�his itc�n also indudcs thc cc,sts c>f contracting �vith �rc�fessic.>tials ro pr<���icic acl�ninistrati�•c:,
Ic�;al or cnginccriii�; scr��iccs sJ�ccific «� the l�isrrict incluciin�; rcyuircd noticc:s, mailicigs c�r
propert�� o�vner rrcrtest ball<�t prc�ceeciin�;s.
County Administration Fee — 'I'his is the cost tc� the "/.one for the Countt• tc� cc�llect
llistrict assessmcnts c�n thc prc>pern- tax bills.
Count}� Per Patcel Fee — 'I'his is thc cost to cach lone f�r thc C�unn' t� collcct
asscssments �n th� }�ropert}� tax bills. '1'his char�c is on a E�cr asscssmcnt basis and is in
acldition t� thc Counri• :ldministration I�cc.
Note: - �I%e udmiirisl�ulir.�e coeYs ort/�e Ui.+hirt ure Gorne by eae•!� %o�re i�r�irof�oitrnn to the u�nXute cn.rt.c
o/�the eirlire Di.rtric•t. C.o.rt.c �e/ated tn rlirect urlmiiri,rtrutio�r a�e id��rtifred us e.t•rmpt, �qe�rr�ul unrl s�erial
be��fl.r i�r tl�e same�rof�ortion u.c the be�re/il finrli�r�for tbe Direct.S�en�iez�co.rt.c. .�Ilco.rl.+ reluted tn t/�e lez��nf
u.r.ce.c.rme�rts.c��cL�u.r r•ol�irtj�/ee�.r can/ro�rtruct udmini.ctration are U��/ierl to eucb %o�r�� ir�urr!/e.c.,o/�a�r�� be�a�/il
.��lrlr�r�.c(no �e�rerul be�re/it). - .
LEVY BREAKDOWN:
Reserve Collection/(Ttansfer� '1'he Resen-c ��ccount item is pro��ided for collection b��
thc: District of funcis to operate the l�ne from the time �eriod of Jul�• 1 (beginnin� �f chc
fiscal }�ear) through approximatcl}� )anuarti• when the Count}• provides the Cin� �vith the first
installment of assessments collected from the �ropert�• tax bills. Ne�ati��e amounts sho�vn
for thcse budget items are transfers from thc rescr�-e fund that arc used to reduce thc
l�allnce to I,e����. 'I'he Resen�e I~�und elimin�tes the need for the (:ih- tc� transfcr funds from
non-District accounts.
Other Revcnu�s /Genera! Fund Contribution — This itcm IIICIUC�Cti additic�nal funds
desi�iatcd ti�r the 7.one that are not from District assessments. "I'hese funds are addcd tc� thc
%onc acc�unt tc� rc�lucc asscssmcnts, and ma�� bc from cither n<m-Uistrict or I�istrict
sources incluciing Cih� Gcncral I�und Contributions and intcrest carnin�s.
Balance to Levy — '1'his is the t�tal amount to be collectecl for the current fiscal �•ear
through asse ssments (for s�ecial benefits) or fr�m other re��enue sources (fc�r general
benefits). '1'he Balance to I.e�-�- represents the sum of'1'otal I�irect and :ldministration Costs,
t}ie Keserre :lccount/Other Ite��enue Source, the I3e�inning F311ance, and the Contributic>n
Re�lenishment. Onh• th<�se costs relateci tc� the itnrro��ements identified as s�ecial benefits
are le�-ied 1nd collected c>ti ihe tax r�ll.
.1 LrnrPrnnn�rnl p,�Q�??
(:r�n;c>licl:u�•cl I'alm I)csrrr L:ii�dsc:tPing and I.i;;hun��
\laintenanrc .\sscssmcnt l)i,rrirt
I(n�;incr�'s 12cj���rt, I'isc::�l1�c;�r?IIUS/U�)
DISTRICT STATISTICS:
Tntal Parcels—Thc tcxal numbcr c�C parccls �vithin thc "./.,c�nc boundar��.
Total Pareels Levied— The total number of ��arccls ��7thin the 'l.c>ne that are assessed.
Non-asscssablc lots or parccls ma}� includc parccls c>f land principall�• encuml�crcd b�� ��ublic
right-of-�t•a}•s, cascmcnts, common arcas, and/c�r parcels �vi�hin thc boundarics of thc lonc
th�►t currcntl�• dc> not bcnc:fit frcm� thc im(�rc��•rmcnts duc ��ossibl�- tc> cle�•elc��ment
restrictic�tis.
Total Equivalent Benefi� Units (EBU) — ryui��alcnt Henefit l'nit (r.Fil') is a num�ric
��alue calculateci for each parcel based on the parcel's land use and size. 'I'he i?I3t' sho�vn in
the %one budget, (Sect.ion I�' 13), represents the sum total �f the parcel }-:BL's that recei�•e
special bcncfits from thc improvcmcnts.
Levy per EBU—'I'his amount reprc:sents the rate being aj�plied to each �arcel's indi��idual
T;13t�. The I_e���� per I•;qui��alent Benefit [�nit is the result of cii�•iciing the total 13alance to
Le�-�•, b�� the sum of the 7.one I-:F31's, f�r the fiscal ��car.
.11rmil•�irn�nrn/ 1'n�e 23
B. District Budgets
'I'ABLE IV ZONE 2 CANYON COVE
ZONE 02 CANYON COVE
Total Gencral Special
Budget Benefit Bene�t
DIRECT COSTS
;�Iaintenancc (:osts S3 ,31 H 52,049 S25,3G9
I.andsca�c L'nlitics 349GG 2G22 323�}�l
I.andscapc liztxas (Rcpairs/Materials/I�.quipmcnt) 2U23 1�2 18-]
'1'ree Prunin� 9G4�' �2�F H923
�trcct LiKhting 272 20 2�2
tipecial I�istrict �er�•lces 0 U U
Annual Direct Costs(Subtotal) $74,226 $5,5G7 $68,G59
Kcno�•ation%Capital Icnprovcmcnt l�xpenditures $0 �U Sl)
Total Direct Costs $74,226 $5,567 $68,G59
ADMINISTRATION COSTS
Uistrict :\dmutistration S�,G1� $i''1 S�,O�G
(:otint�� .ldministration I�cc 2� 2 23
Count�•Pcr Parccl F�cc 3G 3 33
Administration Costs(Subtotal) $7,678 $576 $7,102
LEVY BREAKDOWN
Total Direct and Admin. Costs $81,904 $G,143 $75,7G1
Iteser�•e Cc>llecrion/('1'ransfers) 0 0 �
()thrr Re�•enues/General Fund Contribution (G0,3G2) (G,1-13) (�-F,2.19)
Capital Impro�•ement I'roject Collection/(I'ransfers) O 0 U
Balance to Levy $21,542 $0 $21,542
DISTRICT STATISTICS
'1'otal Parcels ?25
'I'otal I'arccls Lc��icd 222
Total Lyui��alent Benefit l'nit� 22?00
Levy per EBU $97.03
RESERVE INFORMATION
Begvining Keserve Balance 0
12cscrvc .-�ccoiuit Acti�•iri• ()
:\ntici��atccl Krscr�•c f3alaacr 0
ASSESSMENT INFORMATION
tilaximum.�sscssmcnt Kate Prior Ycar 200�/08 9�.21
Maximum Assessment Rate F1'2008/09 $97.0383
C:PI r\Pplicd: i.00°'<�
.1 LuirF�rnnnc•in/ Pu�r 24
'fABLE IV"LONE 3 VIN�:YARDS
ZONE 03 VINEYARDS
Total Genetal Special
Budget Benefit Benefit
DIRECT COSTS
:�laintenancc C:osts �3,277 �U �3,277
I,andscape L'tilitics 1,201 0 120]
Iandscapc F�,scras (Rcpairs/�iaterials/1-:yuipmcnt) 1,092 0 109?
"1'rce Pruning -137 U �37
Strcet Li�hting 7G� 0 7G�
Sl�ecial l�istrict ticr��iccs 0 0 0
Annual Direct Costs (Subtotal) $6,771 $0 $6,771
Reno�•ation/Capital Iinpro�•ement l:xpenditures ;�0 g0 SO
Total Dircct Costs $6,771 $0 $6,771
ADMINISTRATION COSTS
District :ldministration �51,718 SU 51,718
Count}�.ldtninistration E�ee 25 U 2�
Count}� Per Parcel f�ee 21 U 21
Adrninistration Cosrs(Subtotal) $1,764 $0 $1���
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,535 $0 $8,535
Reserve Collection/('I'ransfers) O U 0
C)ther Ke�•enues/(Jeneral I�und Contribution 0 0 0
Ca�ital Im�ro�•en�ent I'roject Collection/('I'ransfers) 0 0 0
Balance to Levy $8,536 0 $8,535
DISTRICT STATISTICS
'I'otal Parccls 147
"1'otal Parccls Lc�•ied 132
'I'otal I:yui��alcnt Bcncfi� Units 1332
Levy per EBU $64.08
RESERVE INFORMATION
t3c};inning Reser�•e I3alance 11,3G1
Rescr�-c rlccount ;\cti��it�- ��
.�nticipated Reser�•e Ralance 11,3G1
ASSESSMENT INFORMATION
I�1lximum.-�ssessment Rate Prior 1'ear 2007/08 G7.77
Maximum Assessment Rate F1'2008/09 $69.8034
CPI �lpplied: 3.00°%�
.1lrnrrl��nmirin/ Pnge 25
TABI,E IV ZONL' 4 PARKVI�W ESTATES
ZONE 04 PARKVIEW ES1'ATES
Total Gencral Special
Budget Benefit Benefit
DIRECT COSTS
1�laintenance Costs $0 $0 SO
I..andscapc L'tilities 0 0 0
l.andscapc I:xtras (Repairs/�Iatcrials/I�.quirmcnt) 0 0 0
'1'rcc Pruning p 0 O
Strect Lighting 2,�32 -31U ',322
tipecial I�istrict Serr•ices 0 0 0
Annual Direct Costs(Subtotal) $2,732 $410 $2,322
Kcuo��ation/Capital Im�ro��cmcnt I;,s�enditures $0 $0 SO
Total Dircct Costs $2,732 $410 $2,322
ADMINISTRATION COSTS
I�istrict.1dmi�iistration S1,�-4% $232 �1,315
(:ouiin•.�dministration Fcc 2� 4 21.2�
Counn•Pcr Parccl I�ce 28 -3 23.$
Administration Costs(Subtotal) $1,600 $240 $1,360
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,332 $650 $3,682
Keser�•e Collection/(1'ransfers) 412 G2 3�0
Other Re�•enues/General Pund Contribution (i12) (?12) 0
Capital lmpro�•ement Project Collecuon/('I'ransfers) 0 0 O
Balance to Levy $4,032 (0) $4,032
DISTRICT STATISTICS
'1'otal 1'arccls I?�
'I'otal I'arccls Le�•ied 1"2
Total I;qw��alcnt Rcncfit t'nits ]�?O0
Lery per EBU $23.44
RESERVE INFORMATION
13egu�iung Resen�c I�alauce ],�0'
Rcscr��e.�ccount :1cti�•it�� :}1?
;�nticipated Resen•e 13alance �,119
ASSESSMENT INFORMATION
Alasimuin��ssessmerit Rate Pri<�r Year 2007/08 23.��
Maximum Assessment Rate F1'2008/09 $24.2726
CI'I :lpplied: 3.00��,�
.11�urif�7�����rcrn/ P�����3G
TABLE IV 7,ONE 5 DESER'T MIRAGE
"I.ONE 05 DESERT MIRAGE
Total Gencral Special
Budget Benefit Benefit
DIRECT COSTS
�fainte�iance(�osts S(i,032 S90� S:i,12�'
Landscapc �'cilitics 1,�-1� 232 1,313
I,andscape 1-:xtras (Repairs/I�Iaterials/1•;yuipment) 602 90 512
Tree Prunin}; 1,-321 213 1,20H
titrcet Lighung 490 �'-} 41 G
Special District Services 0 0 0
Annual Direct Costs(Suhtotal) $10,090 $1,514 $8,576
Reno�•ation/Capital Impro�-ement F.xpenditures SO $0 �0
TotalDirect Costs $10,090 $1,514 $8,576
ADMINISTRATION COSTS
I�istrict ,-ldministration S1,�22 S228 S1,294
Counri• ;�dministration I�ec ]0 2 H
Count��I'er I'arcel I�ec G 1 �.1
Administration Costs (Subtotal) $1,538 $231 $1,307
LEVY BREAKDOWN
Total Direct and Admin. Costs $11,628 $1,744 $9,884
Rcser�•c Collcctioii/(1'ransfers) 0 O 0
Other Re��enues/C;eneral hund Contribuuon (1,,-1-3) (1,�4-�) 0
Capital Impro��emcnt Project Collection/(Transfers) 0 0 0
Balance to Lew $9,884 $0 $9,884
DISTRICT STATISTICS
'1'otal Parcels 29
'I�otal I'arccls Lc�•icd 29
'1'ocal liy�u�-alcn�Iicncfic t'►uts 29.00
Levy per EBU $340.82
RESERVE INFORMATION
I3e�innin�12esen•e 13alance 11,8=44
Rcscr��c�lccount,1cur-it�� 0
.�nticipated Itesen•e Balance 11,8-1-1
ASSESSMENT INFORMATION
I�laximum.lssessment Rate Prior Year 200�/08 $40-�.�9
Maximum Assessment Rate FY 2008/09 $41G.9335
CPl :lpplicd: 3.00°�
.11rmrl�rn�ui�rnl �'qqP?�
TABLE IV ZONE 5 SANDCASTLES
ZONE 05 SANDCASTLES
Total General Spccial
Budget Bcnefit Bencfit
DIRECT COSTS
i\4ain�enance Costs SO 5U Sp
I.andscape l'tilities Q 0 p
Lanclscape t?xtras (Rcpairs/�Iaterials/L;yuipinent) () 0 ()
'1'rce I'runin}; p O p
Strcct Lightuig 1201 0 120]
�pecial I�istrict Sen•ices O 0 0
Annua/Dir�ct Costs(Subtotal) $1,201 $0 $1,201
Keno�•ation/Capital Impro�•ement lixpenditures �0 $0 SO
Total Direct Costs $1,201 $0 $1,201
ADMINISTRATION COSTS
Dis�rict .-ldminiscration S8�10 SO $8�40
(;ounh• .-1dm�nis�ralt�n I�ec �� 0 25
Count�� Per I'arcel Fee � Q
Administration Costs(Srrbtotal) $872 $0 $872
LEVY BREAKDOWN
Total Direct and Admin. Costs $2,073 $0 $2,073
Reser�•e Collection/(I'ransfcrs) 0 0 O
<)thcr Revenues/General Pund Contributic�n U 0 U
Capital Impro��ement Prc�ject Collecti�n/(1'ransfers) 0 0 0
Balance to Le�y $2,073 $0 $2,073
DISTRICT STATISTICS
7'c�tal I'arcels q�
Tc�tal Parcels Lc��icd 4�
�1'otal I�:cju�vale�it Iicnefit l'nits -}I,QQ
Levy per EBU $50.55
RESERVE INFORMATION
Reginnin�; Reser��c Balancc �,OQO
Reser�-e :lccount .�lctivin• U
:liiticiPatcd Rcsen�c I3alancc �,ppO
ASSESSMENT INFORMATION
Maximum :lssessmcnt Ratc Prior Ycar 200�/08 ».40
Maximum Assessment Rate FY 2008/09 $57.0602
CPI .�pplicd: 3.00°�
11i�iriFii�m�tin/ 1'nqe 38
TABLE IV 7_ONE 5 PRIMROSE 2
'LON�;05 PRIMROSG 2
Total Gencral Special
Budgct Bene�t Bencfit
DIRECT COSTS
�\Iaititetiancc Costs S2,3-18 SO S2,3-IS
l,andsca��c l"tiliucs H20 0 $20
I.anclscapc I�xtra� (Rc�airs/�farerial�/I�:yuirmcnt) -108 0 -IOH
'1'rec PrutLng -190 0 -190
Street I.i�hting 1G2 0 1G2
Special llistrict Sen•ices 0 0 0
Annual Direct Costs(Subtotal) $4,228 $0 $4,228
Reno��ation/Capital Impro�•emcnt I�xpenditures SO SO $0
Tota/Direct Costs $4,228 $0 $4,228
ADMINISTRATION COSTS
llistrict�ldrru�ustration S1,1G� SO S1,1G�
Counn•.ldmiiustration I�cc 25 0 25
Counn•1'cr Parccl I�cc G 0 G
Adminis�tation Costs(Subtotal) $1,196 $0 $1,196
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,425 $0 $5,425
Rescr��c Collection/('1'ransfers) 0 0 0
C)ther Rc��enues/General }�und Contribution 0 0 0
Capital Impro�•ement I'roject Collection/('i'ransfers) 0 0 0
Balance to Levy $5,425 $0 $5,425
DISTRICT STATISTICS
"1'otal I'arccls 3,
'I'otal I'arccls I,c��icd 3�
Total �:q�ur•alcnt Rcncfit i'iurs 3�.00
Levy per EBU $146.62
RESERVE INFORMATION
Begu�ning Resen�e Balance �,�00
Reser�•e:lccount rlcti�•it�� 0
,lnticipated Resen•e Balance ,,�00
ASSESSMENT INFORMATION
:�fasunum ,-lssessment Rate I'nor Year 200�/08 S]8G.38
Maximum Assessment Rate FY 2008/09 $191.9711
CPI :lppliecl: 3.00°�,
.VJnriFiit�u�rlr�l Pu�e 29
'TABLL' IV'LONL G HOVLLY LANE MONTEREY MEADOWS
7.ONE O6 MONTEREY MEADOWS
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Maintcnancc Costs $8G9 SO S8G9
l,andscapc Ctilitics 3-1-1 0 $3-�'�
l,andscape F�,stras (Repairs/�iaterials/I�.yuipment) 3K1 0 $��1
"1'ree Pruning -l?U 0 $-��'��
titrcet Lightitig 43� 0 S�3,
Spccial l�istrict 5en�ices 0 0 ��>
Annual Direct Costs(Subtotal) $2,501 $0 S2,:�01
Reno�•auon/Capital Impro�•ement }?xpenditures 0 0 0
Tota/Direct Costs $2,501 $0 $2,501
ADMINISTRATION COSTS
l�istrict .'�(�I711I11tiICTIlOt1 921 0 921
Ccwntt•:ldinuustration Fcc 27 0 25
Count�•Pcr Parccl P'ce G 0 G
Administtation Costs(Subtotal) $952 $0 $�52
LEVY BREAKDOWN
Total Direct and Admin. Costs $3,453 $0 $3,453
Reser�•e Collection/('I'ransfers) 0 0 0
Other Re�•cnues/C7eneral I�und Contribuuon 0 0 0
Capital Impro��ement Project Collection/('I'ransfers) 0 0 0
Balance to Lew $3,453 $0 $3,453
DISTRICT STATISTICS
"1'c>tal Parcels �}b
7'otal P�rccls I.c��icd -10
'1'otal�;yui�•alent Benefit C:nits -10.00
Levy per EBU $86.32
RESERVE INFORMATION
I�eguicu►��;Iteser��c 13alance 2,2'�
Resen•e ;lccount.1cti�•itt• 0
.lnticipated Resen•e l�alance 2,2,�3
ASSESSMENT INFORMATION
�faximum :lssessment Ratc I'rior�'car 200?/08 9-1?1
Maximum Assessment Rate FY 2008/09 $97.0387
CPI ,lpplied: 3.f)0°�o
.Llinul•�itrnnin/ 1'r��r 30
TABLE IV'LONE G HOVLEY I.ANE THE GLL'N
lONE OG THE GLEN
Total Gencral Special
Budget Benefit Benefit
DIRECT COSTS
�faintcnance Costs S2,1G3 S32-1 St,$39
Landsca�c l'tilities 9l)0 135 ?G:i
Landscape I?xtras (Repairs/�laterials/Lyuipment) -�3� GG 3-1
"1'rec Pruiun�;� -:iG 1 13 G43
Strect Lighung 0 0 0
Special l�istrict Ser��ices 0 0 0
Annual Direct Costs(Subtotal) $4,256 $638 $3,618
Rcnc>�-adon/Capital Impro�•ement I?xpenditures SO SO �0
Total Direct Costs $4,256 $638 $3,618
ADMINISTRATION COSTS
Uistnct.ldministration $932 S]-30 S�92
Count��;�dmuvstr�tion I�cc 2 O 2
Counn•Per Parcel rec 3 0 3
Administration Costs(Subtota/) $937 $140 $797
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,193 $778 $4,415
Keser�•e Cc�llection/(l�ransfers) GG-3 ]00 :iG-�
Othcr Rc�-enucs/Gcncral I�und Contribudon (8�8) (8�8) 0
Capital Im�ro�•ement 1'roject Collection/('I'ransfers) 0 0
Balance to Levy $4,978 $0 $4,978
DISTRICT STATISTICS
Total Parcels 1 G
'1'otal Parcels I.e��iec] 1 fi
'1'otal }�:yui�•alent Benefit C'nits 1G.00
Levy per EBU $311.11
RESERVE INFORMATION
Beguiiung Iteser�•e Balance 9£�:i
Kesen•e.�lccount.1cti�•ih• GG-�
Anticipated Rcscr�•c I3alancc 1,6-19
ASSESSMENT INFORMATION
hfasimum :lssessment Ratc Prior Ycar 200�'/OH $302.12
Maximum Assessment Rate F1'2008/09 $311.1806
CPI:lpplied: 3.00°'0
.�IJ//III"(/1lJIlG'![JI Pn�r 31
TABLL IV"I,ONF G HOVLEY I.ANL I30VLLY ESTATES
7.ONE 6 HOVLEYESTATES
Total Gcneral Special
Budget Benefit BeneCit
DIRECT COSTS
hlauitenancc Costs S2,?8� SO ��,'�i�
Landscape l'tilitics 11:iH 0 11�H
Laiidscape l:xtras (Kcpairs/�fatcrials/l�yuipmcnt) -190 0 �190
'1'rec Prunin� G26 0 G2G
Street I,ighting 1G3 0 1G3
Special I�istrict Sen�ices 0 U 0
Annual Direct Costs(Subtota/) $5,222 $0 $5,222
Reno�•ation/Capital Impro�•ement I?xpenditures SO SO $0
Total Direct Costs $5,222 $0 $5,222
ADMINISTRATION COSTS
llistrict :lclmuustraticm S982 �0 S981
(;c>untt• ,•ldmuustraaon }�'ec 2 0 2
(;ountt• Per Parcel I�ee 3 0 3
Administration Costs(Subtotal) $987 $0 $986
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,209 $0 $G,208
Resen•e Collection/(I�ransfers) ,98 0 �98
Other Rc�•enues/General I�und Contribution 0 0 0
Capital Imprc�vement I'roject Cc�llection/(Transfers) 0 0 0
Balance to Lew $7,006 $0 $7,00G
DISTRICT STATISTICS
'1'otal Parcels 1-
"1'otal Parccls I.c�•icd 1G
'I'otal F:qui��alent Benefit linits 1G.OU
Levy per EBU $437.89
RESERVE INFORMATION
13egit�iung Resen•c Balance 3,2�G
Resen�e :lccount ;1cti�-in- '9�
;lnticipated Reserve Balance -1,0�4
ASSESSMENT INFORMATION
\taximum:lssessment Rate Prior Ycar 200?/08 -12j.:i29�
Maximum Assessment Rate FY 2008/09 $438.2956
C:PI .�pplied: 3.00`���
.11�uu1•�nuurrn/ Pn�e 33
TABI,E IV 7.ONE G HOVLFY LANE SONATA I
ZONE OG SONATA I
Total General Special
Budget Benefit Benefit
DIRECT COSTS
Alaintcnancc Cc�st� S2,G33 �395 $2,?38
I,andscapc C'tilitics 1,09-3 1G-1 930
I,andscapc I:stras (Rcpairs/I�tatcrials/I,:yui��tnent) -190 �-1 -�1�
"1'rcc Pruniiig G49 9� 5�2
Strect Lighting 1 G3 2-i 139
Special l�istrict Ser�•ices 0 0 0
Annual Direct Costs(Subtotal) $5,029 $754 $4,275
Rcno��auon/Capital Impro��emcnt l�:�penditures SO SO �0
Total Direct Costs $5,029 $754 $4,275
ADMINISTRATION COSTS
District.ldmirustration S992 S1-39 �8-13
Count�• ,�dministration f�ee 2 0 2
Count�• Pcr I'arccl I�cc 3 0 3
Administration Costs(Subtotal) $997 $150 $847
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,026 $904 $5,122
12eser�•c C<>llection/('1'ransfers) ��-1 11G Gi8
Other Re��enues/C.�eneral Fund Contributicm (1,020) (1,020) 0
Capital Impro�•ement I'roject Collcction/('1'ransfers) 0 0 0
Balance to Levy $5,779 $0 $5,779
DISTRICT STATISTICS
'I'otal I'arccls 1 G
'1'otal Parccis I.c��icd 16
Total I�:yui�•alent I3enefit L'nits 1G.00
Levy per EBU $361.16
RESERVE INFORMATION
Be�,rincung Rescr�-c I�alance 1,251
Rcsen•c.lccount ,-1cti�•in• ��-1
:lnticipated Resen•e Balance 2,02�
ASSESSMENT INFORMATION
i�fasunum.lssessment Rate Prior Ycar 200�/08 �3�0.9G21
Maximum Assessment Rate F1'2008/09 $361.4910
CPI .�pplied: 3.00°'0
.11ruirl'i�����tiin! Pnge 33
TABLE IV 7.ONE 6 HOVLEY I,ANE SONATA II
"LONE OG SONATA II
Total Gencral Special
Bud�et Benefit Benefit
DIRECT COSTS
�faintcnance Costs S:i,l)G6 �0 S�,f)GG
I.andscape l'tilitics 2]U9 0 2109
I,andscapc I?xtras (Rcpairs/i�fatcrials/T:qtu�ment) i99 O i99
'1'rcc I'runing 1:i92 0 1�9?
Strcet Lighung 2�2 0 27?
Special I�istrict Ser�•ices 0 0 0
Annual Direct Costs(Subtotal) $9,638 $0 $9,638
Renc>�•at.ion/Capital Impro��cment I:xpenditures SO SO SO
Total Direct Costs $9,638 $0 $9,G38
ADMINISTRATION COSTS
I�istrict:ldinitustrauon S1,?36 SO 51,�3G
Count� ,�dmiiiistration I�ec 2 0 2
C:ount�- 1'ex 1'aicel l��ee 1�) 0 19
Administration Costs(Subtotal) $1,757 $0 $1,757
LEVY BREAKDOWN
Total Direct and Admin. Costs $11,395 $0 $11,395
Iteser��c Collcction/('1'ransfcrs) 1,452 0 1,�52
C)ther Re�•enues/General I�und Contribution 0 U 0
Capital Im�rc���ement Project Collcction/(i'ransfers) 0 0 0
Balance to Levy $12,848 $0 $12,848
DISTRICT STATISTICS
'1'otal Parccls 9-�
"1'otal Parccls l.c�•icd 9-1
"1'otal Fyiu�-alcnt BcneFit L'�uts 9-1.00
Levy per EBU $136.67
RESERVE INFORMATION
Be��iung Resen�c Balance 5,210
Rescn•c :1cc<>unt:1c[i�•it�• 1,-1:i2
.lntici��ated Resen�e Balance G,GG2
ASSESSMENT INFORMATION
�iasimum;lssessment Rate Prior Year 200�/08 S132.H319
Maximum Assessment Rate F1'2008/09 $136.81G9
CPI:lpplicd: 3A0°�
JliuiiFinnn�r�d Pnqe 3�
1'ABL� IV%ONE( HOVLL;Y LANE HOVLEY COLLECTION
7_ONE 06 HOVLEY COLLEC'TION
"I'otal Gencral Spccial
Budget Benefit Benefit
DIRECT COSTS
�tilaititcnaticc Costs �1,$23 SO $1,823
I.andscapc L'tilitics 13111 0 1310
I.andscape I�.xtra� (Re�airs/I�taterials/H:yui�ment) ]09 0 ]09
'I'ree 1'runin� 328 0 328
Strcct I,ighung 2�2 0 2�2
Special llistrict Ser�•ices 0 0 0
Annual Direct Costs(Subtotal) $3,842 $0 $3,842
Reno�•ation/Capital Impro�•ement Lxpcnditures $0 $U �0
Tota/Direct Costs $3,842 $0 $3,842
ADMINISTRATION COSTS
Discricc.ldminiscrauon S1,�10 SO S1,710
Counn .-�dministration I�ce 2 0 2
Counn� Per I'arcel }��ee 8 0 8
Administ�ation Costs(Subtotal) $1,520 $0 $1,520
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,362 $0 $5,362
Reser�•e Collection/('1'ransfers) 0 0 0
C)ther Re��enues/Gencral I�und(;ontribution 0 0 0
Capital Tmpro�•ement Project Collection/('I'ransfers) 0 0 0
Balance to Levy $5,362 $0 $5,362
DISTRICT STATISTICS
'1'otal I'arcels 38
'1'otal Parccls I,c��icd 38
"I'otal T:qui�•alent Benefit L'nits 38.00
Levy per EBU $141.09
RESERVE INFORMATION
Iic�uuiu��Rescr�•c Balancc 1,000
Rescr�•c :\ccount�\cu�•in• 0
,�lnticipated Reser�•e Balance 1,000
ASSESSMENT INFORMATION
1�1a�imum.�ssessment Itate Prior Ycar 200'/08 S13?.1�91
Maximum Assessment Rate FY 2008/09 $141.2739
CPI :lpplicd: 3.00"'0
Jlunrl•rnuiuru/ Pq{e 35
TABLE IV"LONE G HOVLEY LANF LA PAL0114A I
7.ONE OG LA PALOMA I
Total General Spccial
Budget Benefit Bene�t
DIRECT COSTS
�iaintcnancc (:osts �2,G�4� SO S2,G-4�
Landscape l;tilitics 1,102 0 1,102
Landscape I�:xtras (Re�airs/?�fatcrials/Ii.c�uipment) -490 0 -190
Tree Pruning 490 0 -49U
5trect l,i};htin� 1G3 U 1G3
��ecial District Services 0 0 U
Annual Ditect Costs(Subtotal) $4,892 $0 $4,892
Keno�•ation/(:apital Itnpro��ement I:xpenditures SO $0 $0
Total Direct Costs $4,892 $0 $4,892
ADMINISTRATION COSTS
I�istrict,�dtninistration $981 SU S9K1
Count}�:ldministration f�ee 2 0 2
C:ounn•Per I'arcel I�cc 3 U 3
Administration Costs(Si�btotal) $986 $0 $986
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,878 $0 $5,878
Reserve Collectic�n/(1'ransEcrs) 'j� 0 '��
Other Re��enues/General Fund Contribution 0 0 0
(�apital Impro�•emcnt Projcct Collcction/(I'ransEcrs) 0 0 0
Balance to Levy $6,635 $0 $6,635
DISTRICT STATISTICS
"1'otal 1'arccls 1�
7'otal 1'arcels Le��ied 1 G
'1'otal I�:qui��alcnt 13cncfit llnits 16.0O
Levy per EBU $414.71
RESERVE INFORMATION
I3c�,�nnin�;Rcscn•e Balanc� 3,23G
Keserve.1cce�unt :1cti��in' 7�7
.�nticipatcd Rcscn•c Ralance 2,993
ASSESSMENT INFORMATION
\faximwn;�sscssmcnt Rate Prior Ycar 20U�/08 $402.�573
Maximum Assessment Rate F1'2008/09 $414.8400
CPI .Ap�licd: 3.00�!��
.11ru�iFinm��inl 1'q���3G
TABI,E IV"I.,ONE G tiOVLEY LANE LA PALOMA II
7,ONE 06 LA PALOMA II
Total Grncral Special
Budget Benefit Benefit
DIRECT COSTS
Alaintenancc Costs $2,H51 SO �2,8�1
l,andscaj�c C;tilitics 1,0,3 0 1,0�3
I.anclsca�c l�.xtras (Rcpairs;I�iatcrials/Fcluipment) 49l) p 49p
'1'rcc PruninK -1-11 () -1-11
Street Lightin� IG3 0 1G3
Special District Services p �� ��
Annual Direct Costs(Subtotal) $5,018 $0 $5,018
Reno�•ation;Capital Im}�rc>�•cmcnt I?��cnditures SO S(l SO
Tota/Ditect Costs $5,018 $0 $5,018
ADMINISTRATION COSTS
l�istrict:lclmirustration $] O?p S(� �j �����
Countti•;ldministration I�cc ?� p ��
Count}• I'er I'arccl I�cc ; �� ;
Administration Costs(Subtota!) $1,048 $0 $1,048
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,066 $0 $6,066
Iteserve Collection/(1'ransfcrs) %(�(� p -����
Other Re�•enuesjGeneral Fund (:ontriUution O (J 0
(;apital Inipro�•ement Project(:ollection/(1'ransfers) 0 0 0
Balance to Levy $6,832 $0 $6,832
DISTRICT STATISTICS
1'otal Parccls j�
"I�otal Parcels Levied 1��
'I'otal Equivalent Benefit L'�uts 1��.��p
Levy per EBU $426.97
RESERVE INFORMATION
Beginnin�Kescn•c 13alance ;?q.{
Rescr�•c ;lccount :�cti��it�� ����
?�nticipated Resen•e I3alance .}(��p
ASSESSMENT INFORMATION
i�laximum ;lsscssmcnt Ratc I'rior 1'car 200�/08 S414.G092
Maximum Assessment Rate FY 2008/09 $427.0475
CPI .-1p�licd: 3.00°��
.�1�uiiFinuir�iul Pu�r 3'
1'ABLE IV"LONE G LA I'AI.OMA lll
ZONE(> LA PALOMA III
Total General Spccial
Budget Bene�t BencCt
DIRECT COSTS
1�fatntenancc(:cists S1,�H(i �l) S1,SRG
I.andsca�c l'tilitics ��-3 U -54
Landscarc }�.xtras (Rcpairs/I�latcrials/Fyui��mcnf) 3£�1 () 3H1
�l�rec I'run�n� 3H1 0 381
�rrcct I,ighting 1 G3 0 I G3
tipecial llistrict ticr��iccs 0 p 0
Annual Direct Costs(Subtotal) $3,2G5 $0 $3,2G5
Kenovation/Capital ImPro�•ement F.xpenditures $0 $0 SO
TotaJDirect Costs $3,265 $0 $3,265
ADMINISTRATION COSTS
l��sti•ict :ldministration $85:i $0 58�5
Count�-Administration T�ee 2� 0 _'�
(:ount�•Pcr Parccl Fee 2 p 2
Adminfstration Costs(Subtotal) $882 $0 $882
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,148 $0 $4,148
Reser�•e Collection/(I'ransfers) 0 p 0
O�her Revenues/(.;eneral [�und Contribution 0 p 0
Capital Impro�-ement Projcct Collection/('1'ransfers) 0 0 0
Balancc to Levy $4,148 $0 $4,148
DISTRiCT STATISTICS
'I'otal Parccls 1%
'1'c>tal I'arcels I.c�•icd 1�
"I'otal Equi�-alent Benefit Unirs I�.00
Levy per EBU $276.50
RESERVE INFORMATION
I3eginiiin�Rcserve E�alance 2,�()�
Rcscn�e :lccount :�cci�•it�• 0
Anticipatrd Kcscr��c Balancr 2,�OG
ASSESSMENT INFORMATION
hlaximum ;lsscssment Ratc Prior Ycar 2007/O8 $302.2G3]
Maximum Assessment Rate FY 2008/09 $311.3310
CPI ,\rplied: 3.00°��
.Ilnnrl�innu�in/ Po�e 38
TABLG IV 7,ONE G SANDPIPER COURT
7.ONE 6 SANDPIPER COURT
Total General Spccial
Budget Benefit Bcncfit
DIRECT COSTS
I�laintenance Costs S2,32U $0 52,320
I,andsca�e Utilities 143O U 14i1)
I.andscapc i?xtras (RePairs/I�faterials/I�:quipment) -49O l) =19O
'I'rcc i'runin�; G39 0 G39
Strcct Lighting 1 G3 0 1 G3
Special I�istrict Ser��ices 0 f) O
Annual Direct Costs(Subtota/) $5,042 $0 $5,042
Itenc>�•ation/Capital Imprc>�•ement I:x�enditures SO SO SO
Total Direct Costs $5,042 $0 $5,042
ADMINISTRATION COSTS
District :ldministration E992 SO S992
Count` �ldministration h�cc 2 0 2
Count�• Pcr I'arccl Fcc 3 0 3
Adminisuation Costs(Sribtotal) $997 $0 $997
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,039 $0 $6,039
Rcscr�-c (:ollcction/(7�ransfcrs) 778 0 778
C)ther Rcvcnucs/Gcncral l�und Contribution 0 0 0
Capital Impror•ement Project (:ollection/(Z'ransfer�) U 0 l)
Balance to I.evy $6,815 $0 $6,815
DISTRICT STATISTICS
'1'otal I'arccls 19
�l�otal I'arcels Le�•ied 1G
Total H:yui�-alcnt Bcncfit C'nits 1G.00
Levy per EBU $425.93
RESERVE INFORMATION
Be},niinitig Reserve 13alance 2,7»
Rcscrve ,lccount ;\ctivin• 778
.lnticipatcd Rcscr��c Balance 3,533
ASSESSMENT INFORMATION
I�taximum ;lssessment Kate Prior Ycar 2007/0$ �413.GG27
Maximum Assessment Rate FY 2008/09 $426.0726
C1'1 :�pplicci: 3.UU°��
.lirurrt�r�rrnnin/ Pnge 39
'I'ABI.F IV ZONE G SANDPII'ER WEST
7.ONE G SANDPIPER WEST
1'otal General Special
Budget Benefit Benefit
DIRECT COSTS
�faiiitenancc Costs 52,320 Sp S2,32U
l,andscape l'ulitics 1-F3O 0 1430
I,andscape I�.ztras (Repairs/�faterials/L�clui�mciit) -19(1 p -►9(1
'I�rcc Prunin�; �9l 0 591
Strect Lighung 1 G3 0 1 G3
Special llistrict Ser�•ices 0 0 0
Annual Direct Costs(Subtota/) $4,994 $0 $4,994
Reno��ation/Ca�ital Impro�•ement I:xpenditures �0 $0 SO
Tota/Direct Costs $4,994 $0 $4,994
ADMINISTRATION COSTS
I�istrict .ldiniiustrarion S992 SO S992
(�ounri�.ldministration I�ec 2 U ?
Counn�Per Parccl I�ee 3 0 3
Administration Costs(Subtotal) $997 $0 $997
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,991 $0 $5,991
Rcscr�•e (;ollcctic�ii/('I'ransfcrs) (i?0 0 G�O
Other Re�•ciwes/(�eneral Fund Coutribution 0 0 0
Capital Impro�•emecit I'roject Collection/(I'ransfers) 0 0 0
Balance to Levy $6,659 $0 $6,659
DISTRICT STATISTICS
'1'otal Parccls 1 G
'I'<>tal Parccls l,c�•ied 1G
Tc�tal T:yui�•alent Bcncfit L.`tuts 1G.OU
Levy per EBU $416.21
RESERVE INFORMATION
Beguiiuug Reser��e 13alance 2,G�0
Rcscn-e ;lccount:lcuvit�• G70
:lnticipated Rcsen•c I3alancc 3,320
ASSESSMENT INFORMATION
:�faximum;1ssc�smcnt Ratc Prior Ycar 200?/08 $-11U.-4938
Maximum Assessment Rate FY 2008/09 $422.8086
CPI .�pplicd: 3.(1(1°�„
.Il�atil�i��r��trin/ /'nQc�-30
TABLE IV 7.ONE G HOVLEY WEST
ZONI�.G HOVi.IiY WF.ST
Total G�ncral Special
Bud�,rct Benefit Bencfit
DIRE:CT COS7'S
�laintcnancc (:u.n S_',�13 S3�7 S2,13G
I,andscal�c l'til�tics H�3 131 --12
l.anclscajir 1•:xtras (Itcj�airs/n4atc•ri:il,/I�.yui��mcnt) ��0 11G Gi�
�l�rcc Pruniii� G02 90 �13
ltrcct l.i};htin}; ;2g -}9 2�q
ti��ccial I�i,trict�crvicrs 0 0 O
Annual Direct Costs(Subtotal) $5,086 $7G3 $4,323
Kcn���•atic>n/CaPital ImPr���•cnicnt I{x��cnclitures �0 $0 SO
'I'ora/Dirccr Co.srs $5,086 $763 $4,323
ADMINISTRATION COS'I'S
I)istrict ;�dininistrati�m S1,09G S1G1 $932
(;c�unt� :\clmini�tratic�n I�cc 2 (l 2
(:uunt�' Pcr 1'arccl l�cc 3 U 3
Admini.stration Co.st.s(Suhtota/) $1,101 $164 $937
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,187 $928 $5,259
lle.crvc(.c>llccti�m/(l�ran,Ecrs) 0 0 U
Otlicr ltc�•cnucs/<�cncral I�un�l (.c�ntributic>n (928) (92H) O
(:aPital Im��r�ncmcnt Prujcct(:c�llcctinn/(l�ran.fcrs) 0 O U
Balancc to I.evy $5,259 $0 $5,259
DISTFtIC1'S1'A'I'ISTICS
l�,tal Parccl. ���
'l�c�t:il 1'arccls I.cvircl 1G
'I'<�tal i�.yu�valcnt iicncfit Units 1G.UO
Lcvy per L;BiJ $328.GG
RESERVE INFORMATION
}3c};inttin}; IZcsc�1•c kialancc �OO
IZcscr�'c .'\cc��unt :�ctivit� O
,�ntici��atcd Rcscn•c Italancc �00
ASSESSMENT INFORMA'I'ION
�I:IXIiTlllill :lsscssmcnt Itatc 1'ricn Yr.�r 200�/08 $319.32=4G
Maximum Assessment Rate FY 2008/09 $328.9043
(:I'1 ,\����Gcc3: 3.00°o
.11rrni1'inmicrnl Pn�e�11
TABLL IV"I,ONE G DIAMONDBACK
ZONE G DIAMONDBACK
Total General Special
Budget Benefit Benefit
DIRECT COSTS
\Iaintenancc Costs $�,1£�-1 SI1 S2,1H-1
l,andscape l'tilities -13� 0 -}3,
I,andscape 1?xtras (Rc]�airs/`iaterials/}?yuip►nent) 328 O 32$
Tree Pruning 2l8 0 218
Street I.,ighung 1 G3 0 1 G3
Special l�istrict Ser�•ices 0 0 0
Annual Direct Costs(Subtotal) $3,330 $0 $3,330
Reno�•ation/Capital Impro�•ement E�.xpenditures SO $0 SO
Total Direct Costs $3,330 $0 $3,330
ADMINISTRATION COSTS
I�istrict rldministratic�n $1,208 SO $1,208
Count�•:ldministra[ion I�cc 2'i 0 25
Count�•Per Parcel I�ee 3 0 3
Administration Costs(Subtotal) $1,236 $0 $1,236
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,566 $0 $4,56G
Resen•e Collection/(1'ransfers) 0 0 0
<)thcr Re�•enucs/General I�und Contribution 0 0 0
Capital Impro�•ement Project C<>llection/(Transfers) 0 0 0
Balance to Lew $4,5GG $0 $4,566
DISTRICT STATISTICS
"I'otal Parccls �?
'I'otal I'arcels].evied ?0
Total I�qui�•alcnt BeneFit l'nits 20.00
Levy per EBU $22g,2'7
RESERVE INFORMATION
13eguituug Rescr��e l�alance 5,OOU
Rescr�•c.�ccount ;1cti�•it�- U
,�lnticipated Iteserve Balance �,ppp
ASSESSMENT INFORMATION
atifaximum rlsscssment Rate I'rior Ycar 2UU�/08 g-1pG.p720
Maximum Assessment Rate FY 2008/09 $418.2542
CPI .lpplied: 3.00°����
.l1 unrl�r�rnnrinl I'r��r-33
TABLE IV"LONE G PALM COURT
ZONE G PALM COURT
Total General Special
Bud�et Benc�t Benefit
DIRECT COSTS
1laintcnancr(;c�sis S?,1£�4 Sll S?,18-1
Landscape [:tilitics �-}(� p �.}G
Landscapc I�xtras (Rcpairs,/i�laterialsiFyuipment) �13� 0 43-
"1'rec Prunin� 2�H () ?]g
Strcet I,ighting ](�; p �G3
5pccial I�istrict Scrviccs 0 U p
Annual Direct Costs(Subtotal) $3,548 $0 $3,548
Rcnrn•atic�nj('aPital Imrro�•ement Expendirures SO $0 SU
Total Direct Costs $3,548 $0 $3,548
ADMINISTRATION COSTS
I�istric� ,-ldnunistration S1,1» SO �1,15�
Counn•:�dm�nistratic�n f�cc 2� 0 25
Co�mt} Pcr Parcel I�ee 3 0 3
Administration Costs(Subtotal) $1,183 $0 $1,183
LEVY BREAKDOWN
Total Direct and Admin. Costs $4,731 $0 $4,731
Resere�e (:ollection/(1'ransfers) Q 0 p
<:)nc�r Rc�•cnucs/Gcncral Fund Contribution 0 O 0
Capital Imprc��•ement Pr<>ject Collection/(1'ransfers) 0 0 0
Balance to L,evy $4,731 $0 $4,731
DISTRICT STATISTICS
"l�otal Parccls 2.}
'i'otal I'arccls Le��icd �p
1�ota1 f:yui�•alent Benefit L�nits ?0.00
Levy per EBU $236.54
RESERVE INFORMATION
I3e�;innin�Resen�e Balance 3,p20
Rcscr�•c .�ccount :1cri�•tr�• p
.�nt�ci�atcd Rcscn�c I3alance 3,Q2p
ASSESSMENT INFORMATION
1laximum,lsscssment Ratc I'rior Ycar 2U(I�/08 $282.054�
Maximum Assessment Rate FY 2008/09 $290.5163
(:Pi .�lpplicd: 3.00°a
J1�uliFiir���ni��! p��Qe 4;
TABL� IV"/,ONE 7 WARING COURT
"LONE7 WARING COURT
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�laintenance(:c�sts S3,OG9 SO S.i3OG9
Landscapc l�tilitics G:iS U G��
Landscape I:xiras (Kcpairs j]�iatcrials;Lc�tupment) 43� 0 -13-
�l�ree Pruning 43� U �}3-
Strcct I,i�hti�i� 0 0 p
Special District Services (1 0 0
Annual Dircct Costs(Subtota!) $4,598 $0 $4,598
Rcno�•ation/Capital Imprc>�-cmcnt F:xpcnditures SO SO SO
Total Direct Costs $4,598 $0 $4,598
ADMINISTRATION COSTS
I�istrict .ldirunistration S1,OH5 SO S1,OH�
Count�•:ldininistration }�ce 3� 0 25
(:outitt•Pcr I'arcel I�cc 3 0 3
Administration Costs(Subtotul) $1,113 $0 $1,113
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,711 $0 $5,711
Rescn-c Collection/(l�ransfcrs) 0 0 0
Other Re�•enues/General I�und(�ontribution 0 0 0
Capital Im�ro�•emcnt 1'roject Collection%(1'ransfers) 0 0 0
Balance to Lery $5,711 $0 $5,711
DISTRICT STATISTICS
'I'otal Parccls 1 G
1'c�tal Parcels Lr�•icd 1 G
Total I�.yui�'�iCt1C BCIICEI( L'nits 1G.00
Levy per EBU $356.92
RESERVE INFORMATION
F3eKinning Resen•e 13alance 13,<)<).�
Kescr�•c Account.lctivit�� O
.�lnticipated Reserve Balance 13,<)<).�
ASSESSMENT INFORMATION
�Iasimum.lssessment Rate Prior Ycar 200-/O8 S-�G3.R22-
Maximi�m Assessment Rate FY 2008/09 $477.7374
CPI :lrplied: 3.f)O°�'�,
JltntlFiirrnr�in/ Po�v-F�
TABLE IV%ONG 8 PALM GATE
LONE 8 PAI.M GATE
Total Gcncral Special
Budget Benefit Benefit
DIRECT COSTS
Maintcnancc C:osts ��?0 S() SH2O
Landsca��c l.'tilitics 32H U 32H
I,andscapc k?xtras (Re�airti�faterials/��.qui�mcnt) i28 0 32�
Trcc 1'runing O p p
�rrecr Li�;iirin�; 32g 0 32g
tipecial l)is�rict ticn•iccs 0 0 0
Annual Direct Costs(Subtotal) $1,804 $0 $1,804
Renc���anon/Capital Im�rcn•ement i:x}�endinires $0 $0 $0
Total Direct Costs $1,804 $0 $1,804
ADMINISTRATION COSTS
L�isirict.�dtnimstration S1,U 9 SO �1,0,9
Cc�untt-.-�dnu�iistration l�ee 2� (1 2�
Counr�'Pcr Parccl I�cc - 0 '
Administtation Costs(Subtota!) $1,111 $0 $1,111
LEVY BREAKDOWN
Total Direct and Admin. Costs $2,913 $0 $2,913
Reser�•r Collection/("I'ruisfers� 0 0 0
Othrr Rcvcnucs/C�cncral E�und Contrtbution U U U
C:apital Impro�•ement Projecr Collection/(I'ransfers) U 0 0
Balance to Levy $2,913 $0 $2,913
DISTRICT STATISTICS
"I'otal I'arccls ;,
"I'otal Parcels I.e��ied 3;
"I'otal [-:yui��alent Bcncfit linits 3-.00
Lery per EBU $78.74
RESERVE INFORMATION
Bcginrung Rcscr��c 13alancc 0
Kcscrvc :lccount:\cti�-itt' 0
;\ntici�ated Keser�-e Balance ()
ASSESSMENT INFORMATION
I�laximum.-lssessment Rate Prior�'car 200'/08 $'G.92G9
Maximum Assessment Rate F1'2008/09 g�9,2347
CPI ;lpplicd: 3.UU°o
.11nitrl'��tnn�i��/ Puqe-l:i
'I'ABLE IV'LONE 91'HL GROVE
ZON�9 THE GROVF,
'I'otal General Special
Bud�ct BeneCt Benefit
DIRECT COSTS
?�Iaintcnancc Cost� S8,�41 $0 S8,��41
1,andsca��c L�tilitics 3,0�9 (1 3,U:i9
l,andscapc Lxtra� (Rc�airs/\Iaterials/I�:yuipment) 1,�4� 0 1,�-1�
'I'rcc Prurun� j,5�2 0 7,�'2
Street l,i�;hting 2,18�1 0 2,18-1
S}�ccial I�istrict Sen•ices 0 0 O
Annual Direct Costs(Subtota/) $21,303 $0 $21,303
Reno�•ation/Capital Imrro��ement }�:xpenditures SO SO SO
Total Direct Costs $21,303 $0 $21,303
ADMINISTRATION COSTS
I�istrict rldnunistration• $2,G38 �0 S2,(i3H
Count�•:lclinuustration }�ee 27 O 35
Counn•Pcr Parccl I�cc 1�' 0 1�
Administration Costs(Subtotal) $2,680 $0 $2,680
LEVY BREAKDOWN
Total Direct and Admin. Costs $23,983 $0 $23,983
Reser�•e(.:ollection/('1'ransfers) 0 0 0
Other Ke�•enues/General Fund Contribuuon 0 0 0
Capital Impro�•ement Project Collecdon/(Transfers) 0 0 0
Balance to Levy $23,983 $0 $23,983
DISTRICT STATISTICS
"1'c�ral Parccls 1U5
'I'otal I'arcels ],c�-icd 1O5
'1'otal I?c3ui�•alent Eienefit l.�ruts lOSAO
I.evy per EBU $228.40
RESERVE INFORMATION
13cginning Rcscn•c l�alancc -}3,.}��
Kcscr�•e .-�ccount :1cti�-itt� 0
.lnticihated Resen�e Bala�ice .}3,-{H�
ASSESSMENT INFORMATION
I�tasimum;lssessment Rate Prior Year 2007/08 $22?.3�1�5
Maximum Assessment Rate FY 2008/09 $234.1648
(:PI :lpplicd: 3.00"o
.11r�nrJ�7nun�inl Pq�r�3G
'I'ABLG IV"LONE 11 POR'TOLA PI_ACE
'LONE 11 PORTOLA PLACE
Total General Special
. Budgct Benefit BeneCit
DIRECT COSTS
1lainrcnance Cost, 52,�05 SO 52,�0�
I,andscapc C'tilitics 1 I�0 0 1 1�U
I.,andscape f�xiras (Rrpairs/I�fatcrials/Tc�uipmcnt) 3R1 0 3H1
'1'rre I'ruiw�K l09 0 109
�treer I.i�hring 0 0 0
tipecial Uistnct ticr��ices 0 0 0
Annual Direct Costs(Subtotal) $4,165 $0 $4,165
Reno�•arion/Capital Impro�-ement 1?xpenditures $0 �0 �0
Total Direct Costs $4,165 $0 $4,165
ADMINISTRATION COSTS •
District .ldministration S9-4G SO S9-IG
Count��.ldirunistration f�cc 2� 0 3�
Counn-I'er I'arcel h�ee -1 U 4
Administration Costs(Subtotal) $975 $0 $975
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,140 $0 $5,140
Reserve Collection/(T'ransfers) (1'3) b (1'3)
Other Re�•enucs/Gcncral I�und Contribution U 0 U
Capital Impro�•emrnt Project Collection/('1'ransfers) U 0
Balance to Levy $4,967 $0 $4,967
DISTRICT STATISTICS
'I�otal Parcels 23
Total Parccls I.c:�•icd 23
Total Equivalent Benefit l:�uts 23.00
Levy per EBU $215.96
RESERVE INFORMATION
Beginning Resetz•e Balance 12,3�8
Reser�•e.-�ccount .lctivit�• (1?3)
,lnticipatcd Rcscr�•c Balance 12,20�
ASSESSMENT INFORMATION
Alaxuniun.lssessmcnt Rate Prior 1'car 200?%U8 S209.��39
Maximum Assessment Rate FY 2008/09 $216.0465
CI'1 .�pplicd: 3.(JO°��
.I l iutil��n�u�unl Puqe 4�
TABLE IV 7,ONE 13 PALM DES�RT COUNTRY CLUB
"/.ONE 13 PALM DESEKT COUNTRY CLUB
Total General Special
Budget Benefit Benefit
DIRECT COSTS
?�faint�nancc C<�st; $l3,"31 SO S12,�31
I.andsca(�r L�tilinrs 2,GSl (1 2,Gtil
Lanclsca�e F.xtras (Rc�airs/�Zatrrials/F.qu��ment) 1,�9U 0 I,:S9U
T�rre Prunin�, 1,�90 0 1,590
�treet I.i�;htin� 23,2�9 U 22,2^9
tipecial lli.trict �crvices 0 0 0
AnniralDirect Costs(Subtotal) $40,841 $0 $40,841
Rene���ati��n/Ca�ital Imrr�n•ement�xlxnclitures SO SO �0
Total Direct Costs $40,841 $0 $40,841
ADMINISTRATION COSTS
I�istrict :lclministrati<�n �1:i,Gi8 50 $��,G�B
C:ciunt}� :\dministrati<�n f�ee 3:i 0 2�
Cuunt� I'er Parcel I�ec 2�? (1 2��
Administration Costs(Subtotal) $15,960 SO $15,9G0
LEVY BREAKDOWN
Total Direct and Admin. Costs $5G,802 $0 $56,802
Resen�e G�llecti��n/('I�ransfers) (G,000) U (G,000)
Othrr Re�•enues/C;enrral I�uncl Gmtributic�n (1 U U
Capital Im�ren•ement Pr�,ject (;��llecticm/(l�ransfers) 0 0 0
Balance to Levy $50,802 $0 $50,802
DISTRICT STATISTICS
"1'c�tal Parcrls I�G8
T��ral Parccls I,e��ied 1'30
"1��>tal f:ytiivalent RcneFit L'nits 231a.85
Levy per EBU $21.94
RESERVE INFORMATION
Br�;inn�n}; Rrscr�•r Balancr 1�4,4�6
Rcscn•c .\ccc>unt :lctivin• (G,000)
.lnrici�atecl Re.erv�Balance 1 G8,-�SG
ASSESSMENT INFORMATION
�fa�vnum.\ssessment Rate I'ric�r Year 20U"/O8 $3O.9;,58
Maximum Assessment Rate FY 2008/09 $31.8G39
CPI .�1F,�,li�ci: 3.00°,��
'The Im�,rinning Reserve Bsilance is largel��the resulr of Reservc F'unds transferred ro the(:in�from the Counn•«•hen this
%one became part of the Cin'of I'alm Uesert.Per prior Council action,a portion of this Resen•e I�unc��vill he used
annuallt�tc�reduce the assessments o��er se��eral t•ears.
.11uiul'u��iit<ia/ P�{qr 4R
TABLE IV ZONF. 14 K& B AT PALM DESERT
"LONE 14 K& B AT PALM DESER'I'
Total General Special
Budget Benefit Benefit
DIRECT COSTS
i�faititenancc Costs S11,lOH �1,GGG S9,-1-12
I.andscapc l tilities �,g�} $.}33 �,}y]
Landscape Extras (Rcpairs/Riatcrials/I�;yuipmcnt) G3� S9G :i-{1
Tree Vrunin� 2,2�33 $33G 1,90�
Strcet I.ightin�; 31, 5-�� 2G9
Special District�er��ices U $Q p
I�faintenance Repairs () Sp p
Total Direct Costs 1-,189 �,S�H 1�},G 11
ADMINISTRATION COSTS
llistrict.3dnunistrauon 2,8-F1 S42G �,-11:5
(�ounn• .�dministratic�n f�ce �5 .� �],?�
Count��Pcr Parccl F�ec 33 � ?�,O�
Administration Costs(Subrotal) $ 2,899 $ 435 $ 2,464
LEVY BREAKDOWN $0
Total Direct and Admin. Costs $20,088 $3,013 S1�,0�5
12eser�•e Collection/('1'ransfcrs) $2,575 S381 $2,188
Other Re��enues/C�eneral H�und Contribution (3,�00) (3,4U0) 0
Carital Impro�-ement I'roject Cc>llecdon/('1'ransfers) 0 0 U
Balance to Levy $ 19,263 $ 0 $ 19,263
DISTRICT STATISTICS
'1'otal I'arccls ](>j
"l�otal l'arccls I.c�•icd ](i3
'I'otal T?qui�•alent Bencfit l.'nits ](>3.pp
Levy per EBU $118.17
RESERVE INFORMATION
Be�,�innin�;Reser�•e 13alance 31,GG9
Rcscn•c.lccount.1cti�-ih� �,�%�
.lnticipated Resen�e Balance 3}?.}.}
ASSESSMENT INFORMATION
�taximum :�sscssmcnt Rate Prior Ycar 200�/08 �128.OG'G
Maximum Assessment Rate FY 2008/09 $131.9096
CPI:1 lied 3A0°'o
.1lrnuFrinurdnl 1�,��e 49
1'ABLL IV'I.ONE ]5 CANYON CREST
7.ONE 15 CANYON CREST
Total General Special
Budget Benefit Benefit
DIRECT COSTS
�faintenancc Cc�sts �:i,-lG3 SO S5,4G3
l.andscape l'tilirics 820 0 820
I,andscapc I:xtras (Repairs/!�fatcrials/L:yuipincnt) �43' 0 43?
'1'ree Pruning 32$ U 328
Strcet Lighung U 0 0
Spccial llistrict Ser�•ices 0 0 U
Annt�al Direct Costs(Subtotal) $7,048 $0 $7,048
Rcno�-ation/Ca�ital Impro��ement rxpcndia�res SO SO SO
Total Direct Costs $7,048 $0 $7,048
ADMINISTRATION COSTS
l�istrict:ldmirustradon S1,�24 SO S1,52-4
Counn•:ldministra�ion f ee 2:i 0 25
C<>unn•Per Parccl l�cc 11 0 11
Administration Costs(Subtotal) $1,560 $0 $1,560
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,607 $0 $8,G07
Reser��e Collection/(1'ransfers) 0 0 0
Other Re�•cnues�Gencral F�und(;ontribudon 0 0 0
Capital Impro�•ement Prc�ject Collection/('1'ransCers) 0 0 0
Balance to Levy $8,607 $0 $8,607
DISTRICT STATISTICS
'1'otal Parccls '1
1'otal Parccls l,e�•ied G�
'1'otal I?yui�•alent Iicncfit l!Illfti G�.00
Levy per EBU $128.47
RESERVE INFORMATION
l�egu�nin�Rescr��c l�alancc 1-1,139
Rescr�•c:1ccc>uru ,1cti�-it�• 0
:�ntici(�ated Reser�-c Iialance 1-�,139
ASSESSMENT INFORMATION
nla�imum:lsscssmcnt Itate I'rior Ycar 2007/08 S1G�.3511
Maximum Assessment Rate FY 2008/09 $172.3716
CPi ;lpplicd: 3.00°,��
.I Lutl1���u�ucrnl PnQe'il)
TABLE IV ZONE iG COLLEGE VIEW ESTATES II
7.ONE 1C COLI,EGE VI�;W}'STATBS II
Total Gencral Spccial
Bud€;et Renefit I3enefit
DIRE(:'I'COS'I'S
�lainfcn:�ncc (.c�.t; 5G,55� S9H3 S�,5-2
I.anclscaF�c l�tilitics ',1H•I 32R 1,$�G
l.ancl.caj�c I•:xtra, (Itctiairs/�4:itcrials/1•:yui�»ncnt) 8�3 131 i.{2
�l�rcc 1'runing 9,U 1-16 82�
�trcct I.i�;htin#; 3H1 �' 32.4
ti��ccial I)istrict �crviccs 0 0 0
Annual Direct Cost.s(Subtotal) $10,963 $1,644 $9,319
licn�n•atiun/(:aj�ital Imtir�n•cmcnt I�x��cnclitures $0 $0 �0
'!'otal Direcr Costs $10,963 $1,644 $9,319
ADMINISTRATION COSTS
I)i,trict :\clintnistrati�m Sl,GG9 S25(1 �1,419
(:c�t�nt�' ;\dtninistr:�ti��n I�cc 2� �4 21.2�
(:c�unri' I'cr I'arccl I�cc � 1 4.2�
Administrarinn Costs(Subrnral) $1,699 $255 $1,444
LEVY BR�AKDOWN
Total Direct and Admin. Costs $12,662 $1,899 $10,7G3
llcscrvc (:��Ilcct���ni(l�ran,fcrs) U O 0
()thcr lZcrcnuc./(;rncral I�unci (:c�ntributi��n (1,899) (1,899) U
(:a�ital ImE�rcn�cmcnt I'rc�jcct(:��Ilccti�m/(�l�ransfcrs) 0 0 0
Balance to Levy $10,763 $0 $10,763
DISTRIC'1'STATISTICS
"l��tal Parccls ;?
'I�c,tal 1'arccls l.c���cc1 33
'I c>tal f�.yuivalcnt I�cncfit Units 32.00
I�cvy per EBU $33G.33
Rr:SERVE INFORMATION
F�c};innin� Kescr�c Fialancc 18,15G
Rcscr��c .\cccnmt :�ctivit�' p
\nricij�atcci l�cscr��c }3alancc I 8,I�G
ASSESSM�NT INFORMA'1'ION
ntaxitnutn,lsscsscticnt Katc I'nur Ycar 2OO-/U8 $�89.�134
Maximum Assessment Rate F1'2008/09 $504.1988
(;PI ;���Gcci: 3A0°o
.11m�il��nn�r�i��l Pnqe�]
TABLE IV ZONE 1G SUNDANCL WEST
"LONE 1G Si.INDANCE WEST
Total General Special
Budgct Benefit Benefit
DIRECT COSTS
\Iaintrnxncr C<�sts Si,183 $ll $3,1H3
],ancl.cal�r l:tilitic�� 1G34 l) 1G3fi
Landsca��c 1•;xtras (Rclr.tirs/\Iatcrials/I?yui��uient) 8%3 U 8-3
'1'rec Prunin}; 972 Il 9-2
titr��ct I,i};litin}; iHl ll 381
ti��ecial I)tstnct ticr��iccs O (1 U
Annua!Direct Cos�s(Subtota/) $7,047 $0 $7,047
Itcn��van��n/C:a}�iral I�ni�c<,�•c�ncnc lixj�enditiire> SO �f) S(1
Total Direct Costs $7,047 $0 $7,047
ADMINISTRATION COSTS
District :1ci�ninistratiun S1,75? SO S1,���
Cc�u�it��.�cimini,trati�m Fcr 2� fl 25
Cc�iinrt•Pcr Parcrl l�cc• � �) 5
Administration Costs(Subtotal) $1,787 $0 $1,787
LEVY BREAKDO�}UN
Total Direct and Admin. Costs $8,834 $0 $8,834
Rrscr��r(���llecti<�n/(I'ransEers) U U 0
Othcr Rrvcnurs;C:i•ncral I�ttnd C:c�ntrihutic�n U Il l)
Caj�ital Imrrc>��etncnt Pr�ijrct C�<�llrcti��n/(I�ransErrs) 0 0 0
Balance to Levy $8,834 $0 $8,834
DISTRICT STATISTICS
'I'��tal Parccls 3?
T�>ral Parcrls I,c�•ir�i 32
"1'utxl I:yuivalcnt l�rnrfit [:uit. 32.1)�l
Levy per EBU $27G.OG
RESERVE INFORMATION
Rc};iutii�ig Rc•�cr�•c� Bala�icc• G,511(l
Rcsri��r .�ccc�unt _1cti��it�� 0
\�uicil�arrci Rrsrrvr F3alancr G,SI)0
ASSESSMENT INFORMATION
'�Iaxiirium :\sscssctient Katr Pri��r Ycar 2(1(1,/(18 $-4',j.25j7
Maximum Assessment Rate FI'2008/09 $489.5134
CPI .A�i��licd: 3.01)°%>
Jlrnril'�i�ni�iral Puye i2
TABLE IV GONE 1G CULLEGE VIEW ESTATES I
ZONE 16 COLLEGE VIEW ESTA1'ES I
Total General Spccial
Budget Bencfit Benefit
DIRECT COSTS
�Iainicnancc (;osis S-1,��i S�1G 5�},117�
Landscapc l.'tilities 1,9�3 293 1,6611
I.andsca��c I�x�ras (Repairs/'�I:iteri:�l�/liyuipmenr) �i�3 l31 �-12
'I'ree Pruning 9,2 1�}G H2G
Strcet Lightin� 3,9 �� 322
Spccial I�istrict Scrvices fl 0 O
Annual Direct Costs(Subtota!) $8,950 $1,343 $7,607
Rcno�•ation/(;ap�tal Improvcment ]:x�endinires SU S() 80
Total Direct Costs $8,950 $1,343 $7,607
ADMINISTRATION COSTS
Distnct.�dministraticat SI,�'2� �2i�) 51,-1GH
CounT}• :\dministration I�cc 2i 3.-� 21.2�
(:c�unn- I'rr I'arcel I-�cc 5 O.-� -1.2i
Administration Costs(Subtotal) $1,757 $264 $1,493
LEVY BREAI�OWN
Total Direct and Admin. Costs $10,708 $1,605 $9,103
Rcscr�•c Collcctic�n/(1'ransfcrs) 3,74-3 382 2,IG3
(.)ther Ke�•enues/Gener:tl I�und Coniribunon (1,98�) (1,9H�) (1
(:apital Impro�•ement I'rc��ec�Collection/(T�ransfers) U O 0
Balance to Levy $11,2G5 $0 $11,265
DISTRICT STATISTICS
Total I�arccls �2
1�otal Parcels i,e�•ied 32
1�otal I•:quic•alent Bcncfit l'nits 32.Uf1
Levy per EBU $352.02
RESERVE INFORMATION
Iieginn�ng Reserve I�alance :i,H4(1
Rcscn-c _\ccount _lctivin• 2,�4-3
.\nticipatcd Rescrvc lialancc G,38-1
ASSESSMENT INFORMATION
\laximum :lssessment Ratc 1'rior 1'ear 2U(1-/08 $3:i3.18S�
Maximum Assessment Rate FY 2008/09 $362.7513
CPI :Applicd: 3.l)0"�
.Ilrutil��it�����ial Pqqr�3
TABLE IV ZONL; 1G PETtJNIA I
LONE 1G PETUNIA I
Total Gcncral Special
Bud�et Benefit Benefit
DIRECT COSTS
�9aintenancc Cc>srs 53,1 R3 S-F%% 52,70G
Lanciscarc i ril�ries I,iK2 23- 1,345
I,andscarc I:xiras (Rc�a�rs/Matrrials/I;c�ui��ment) 8,3 131 ��1?
'I'rcc Pruning 9�2 14G 82G
tiircct l.ighut,g 3�9 �- 322
tipecial Disirict tier��ices 0 (1 U
Annua/Direct Costs(Subtotal) $6,989 $1,048 $5,941
Rcno��atic�n/C;apital Impro�•cmcnt I;xpcnditures SO SO SO
Total Direct Costs $6,989 $1,048 $5,941
ADMINISTRATION COSTS
District :1dmi�tistration �1,�2� $279 S1,-IG8
C<�unri•.\dirunistrat�onl~ee 2� 3.�� '_]25
Cc�unt�• Pcr I'xrcrl I�cc � U.�7 -1.2�
Administtation Costs(Subtotal) $1,757 $264 $1,493
LEVY BREAKDOWN
Total Direct and Admin. Costs $8,746 $1,312 $7,434
Reserve Collc�tion/(1'ransfers) 0 0 0
Other Revenucs%General I�und C<�ntribution (1,312) (1,312) 0
Capital Impro��ement Project Collection/(1"ransfrrs) 0 O U
Balance to Lev�• $7,435 $0 $7,435
DISTRICT STATISTICS
'l oral Parccls 32
1'otal I'arcels I,c:�•icd 32
1�ota1 I:c�uivalcnt Benefic [�nits 32.00
Levy per EBU $232.33
RESERVE INFORMATION
Bcginnin�;Rcscr�•c E3alance ?,�2G
Rcscn�e .lccount :�cti�•in• 0
.lnricipated Reser�•e Balance 2,?2G
ASSESSMENT INFORMATION
I�Iaxunum.-lssrssmenr Rate Prior Yrar 200;/08 �313.G292
Maximum Assessment Rate FY 2008/09 $322.0081
(:I'I �lpplied: 3.00°�,
.11ruuE~rnon�in! Pu�e 5-1
'1'ABLE IV 70NE 1G SUNDANCL �:AST
ZONE 16 SUNDANCE EAST
Total Gencral Special
Budget Bene(it Bcncfit
DIRECT COSTS
\Iaintcnancc C��sis S2,6�1 S39$ �2,2�3
I.andscaPe l't�lities l,O9U 1G4 92�
I,ancisca�c }:xiras (Repairs;�latcrials;%�yuipmcnt) R-1U 12G -14
T�rcc Pruniti�; 49U -4 -I1'
Str«t I.i�htin� 21 H 33 1 f��
S�ecial I�istricr Scr�•iccs U U l)
AnnualDirect Costs(Subtotal) $5,289 $793 $4,496
Keno�•ation/Capiral Impro�•ement I�.xpcndirures SU SU �O
TotalDirect Costs $5,289 $793 $4,496
ADMINISTRATION COSTS
District_ldministration S 1,OG, S 1 GO 59O-
Counn� .�dministration I�ec 2� -1 21
(:ounn•I'er Parcel Fee 2 U 2
Administration Costs(Subtota!) $1,094 $164 $930
LEVY BREAKDOWN
Total Direct and Admin. Costs $6,383 $957 $5,426
Rcscn•c Collcction/(Transfcrs) U I) U
<)thcr Kc��cnucs/Gcncral Fund Contribution (9��) (97'•) U
Capital Improeement Project Collection/(I'ransfers) U 0 0
Balance to Levy $5,426 $0 $5,426
DISTRICT STATISTICS
'1'otal Parccls 1-4
Total Parccls Lcvied 14
'I'otal liyui��alent I3enefit Units 14.00
Levy per EBU $387.57
RESERVE INFORMATION
Be�inning Resen•e R;�lance 1,7�0
Kcscrvc .�ccount .�cti�•it�• 0
\ntici�xrcd Rcscn•c I3alancc 1,S'.0
ASSESSMENT INFORMATION
\(aximum .�sscssmcnt Kate Prior I'car 2l)l)�'/O8 �499.0921
Maximum Assessment Rate F1'2008/09 $514.0649
CPI .��plicd: 3.00°�
JLmrf'7nnniiu! PnQe:i:i
TABLE IV ZONE 1G THL' BOULI)ERS
7_ONE 16 THE BOULDERS
Total Gencral Special
Budget Benefit Bcnefit
DIRECT COSTS
\faintcnancc Cc�sts S1,88, SO S1,HH�'
I.audscapc [�tilitics �H9 0 589
Land�care I�:stras (Repairs/\faterial�/Lyuipment) 8�40 0 �-}U
'I�ree I'runin� .}9p p .�9p
titrcct Li};htin�; 1 G3 0 1 G3
Spccial l�istrict Scn•ices 0 0 (1
Annual Direct Costs(Subtotal) $3,969 $0 $3,9G9
Reno�•ation/Capital Impr<>�-ement };.�penditures SO 50 SO
Total Direct Costs $3,969 $0 $3,969
ADMINISTRATION COSTS
llistnct .�ldministration $1,0GG �0 $1,OGG
Countt� ,�dministratic�ti I�cc 2:5 0 2S
Couun' Per I'arcel Pec 3 0 3
Administtation Costs(Subtotal) $1,094 $0 $1,094
LEVY BREAKDOWN
Total Direct and Admin. Costs $5,063 $0 $5,063
Resen•e(:ollectie>n/('1'ransfers) 0 0 0
Other Rc�-enucs/General I��und Contribuu<>n 0 0 0
Capital Imhro�-emcnt Projcct Collccdon/('I'ransfers) 0 0 0
Balance to Levy $5,063 $0 $5,063
DISTRICT STATISTICS
'I'otal 1'arccls �(,
'1'otal Parcels i,eaied ](�
T�>tal E:yiu��alcnt Bcnefit t'nits 1G.00
Lery per EBU $316.46
RESERVE INFORMATION
I�c�;uicun�;Rcscn•c I3alance �,g?9
Resrn�e ,lccouut.1cti�•it� p
.lnticipated Reser�-e f3alaiice �g?9
ASSESSMENT INFORMATION
I�faximum.�sscssmcnt Ratc I'rior Year 200�/08 �34G.G3=49
Maximum Assessment Rate FY 2008/09 $357.0339
CI'1 .�lpplicd: 3.00°'0
.11�urrFinnniinl p,���5(,
Appendix A — District Boundary Maps
"1'hc 13<�undar�• I�la��� Cc>r t}ic District atid/or 'Lc>�ic:s arc c>n filc in thc c�fficc <�f Public \�'�rks and arc
b�� rcfcrcnce mlde ��art of thi� Rc��ort. "1'hc I;c�undar�• :�1a�s arc also a�•ailablc For inspc:ction at thc
Office of Public\�'c�rks.
.I Luu1'rnnir�in/ Pu�e i�
Appendix B — 2008/09 Assessmcnt Roll
1'arccl icicntificatic�n, f��r cach lot ��r parccl �vithiu nc� I�i�trict, shsill bc tlic j�arccl as sh���vn �m nc�
Ri��crsicic Cc�unt�� .lsscssc>r's ma�� fc�r thc t car in �vhich this Rc}��>rt is ��rc�arcci.
Non-asscssablc lc>t� or }�arccls ina� inducle arcas c�f}�ublic strccts and c>thcr road«�a�s (t���icall�• nc.�t
assi��cci an ;1PN b�� tllc (.:ount��); cicdicatcd public cascmcnts, opcti spacc arcas and ri�hts-��f-�va��s
indudiii� public �;reenbelts and }�ark��a�•�; utilit�� ri�ht�-c�f-�va��s; common areas; landl<�cked p;�rcela,
tiII1111 !)�ifCCls �•acated b�- thc Cc�unt}-, bifurcatcd ]c�ts, and am� othcr prc>pc:rn� that c1n not bc
cle��elo��ed. "I'hese t��pes c�f �arcels are cc>nsidered t� recei��e little or n� benefit fre�m the
impro��emcnts and are iherefc.>re exein��ted frotn assessment. Prc>perties out�idc: the I�istrict bound�r��
recei��e ne> ciirect c�r special benefi�, from the im}->rc���ements �rrn�icled b� the l�istrict and are not
assc�secl.
I'arcel idenuficatic�n, for each l�t c�r parcel ��ithiti the llistrict, shall be tlie rarcel as shc>�vn on the
Ri�•erside Countt� ,lssessor's ma� for the �•ear in �vhich this Report is prepared. 'I�he lancl use
classiticatioti f�r each parcel is based on the IZi�•er,ide (:�unt}• .lssess<>r's Ro1L .1 list.in� of parcels
asscsscd within this llistrict, alon�; with thc proposcd asscssmcnt amounts, shall bc submittecl to thc
Cit}- Clcrk, undcr a scE�arltc co�•cr, and l��• rcfcrcncc is madc ��art �f this RcI��rt.
:1r��ro��al c>f this Repc�rt (as submitteci or as modified) contirtns the methc�d of apportic>nment and
the maaimUm assessment rate tc> be le��ied a�ainst each eli�ible parcel and thereb�� constitutes the
appro��ed Ie��� and c�llection c�f assessments fc>r the fiscal }�ear. '1'he parcels and the amourit c�f
asscssment to be ]e��ied shall be submitted to the Counh- ;luciitor/Contrc�ller SIICj included c�n the
pr<>pern' tax r<>ll for the ftscal �•car.
If an�� parcel submitted f�r collection is identified b}• the C�unh� :ludit�r/Controller tc� be an in�•�lici
j�arcel number fc�r the current fiscal ti�ear, a correcteci parcel number and/or ne�v parcel numbers will
be identiticd and resubmitted to the C:ount�• :ludit�r/Cotitmller. "1'hc assessment ainount to bc le��ied
and cc,llecced f�r the resubmitted E�arcel or parcels �hall be based on the method of a�}��rtic�nment
anci assc:ssment rate appro�-ed in this Report. '1'herefore, if a sin�le parcel has chan�ecl t� multi�le
�arcels, the assessment amount a��lied to each of the new �arcels shall be recalculatcd and applied
accorciin� to the appro��ed method of a�rc>rtic�nment and assessmcnt rate rathex than a prc>p<>rd<mare
share of the <>ri�inal assessment.
.11�nrrhinni�rinl Pu�e 58