HomeMy WebLinkAboutAlessandro Alley PBID FY 09-10 CITY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
REQUEST: Approval of the Annual Budget for the Alessandro Alley Property
and Business Improvement District for Fiscal Year 2009/2010
SUBMITTED BY: Ryan Stendell, Senior Management Analyst
DATE: June 11, 2009
ATTACHMENTS: Resolution No. 09-45
Resolution No. 09-46
Alessandro Alley Property and Business Improvement District
Management Plan Fiscal Year 2009/2010
District Map
Recommendation:
Waive further reading and adopt:
1. Resolution No. 09-45 , approving the Alessandro Alley Business
Improvement District Annual Budget for Fiscal Year 2009/2010, and;
2. Resolution No. 09-46, ordering the levy and collection of assessments for
Fiscal Year 2009/2010.
Executive Summary:
The Alessandro Alley Property and Business Improvement District was approved in July
1, 2006. The District was established to fund the maintenance of the proposed
Alessandro Alley improvements. The City's Redevelopment Agency is currently in the
process of completing the design and engineering for the improvements. Since the
improvements have not been completed, there will be no expenses incurred by the
District for Fiscal Year 2009/2010. The attached resolution allows the City Council to
approve the annual budget (no expenses), and postpones the collection of the annual
levy for Fiscal Year 2009/2010. Once the improvements are complete, the District will
continue to be assessed for the maintenance of the improvements.
Discussion:
The Alessandro Alley Business Improvement District was established in 2006 for a five-
year term and budget. The District is entering its third year of the five-year term. The
District includes properties located on the north side of Highway 111 between Las
Palmas and 300 feet east of Monterey Avenue. The alley improvements include the
addition of parking spaces, landscaping, lighting, and block walls along alley.
Staff Report
Alessandro Alley Budget FY 2009/2010
June 11, 2009
Page 2 of 2
Staff recommends approval of the attached resolution, approving the annual budget (no
expenses) for the Alessandro Alley Property and Business Improvement District for
Fiscal Year 2009/2010.
Submitted By: Department Head:
� ��
Ryan Stendell Homer Croy
Senior Management Analyst ACM for Dev I pment Services
Approval:
CITY COUNCIL�C"TION
o APPROVED �' DF.NiED
R CEIVED OTHER ��'�
J W�hlmuth .�s.�os. - anc 09'
City Manager MEETING DATE.. �`J�'�9
AYES: � F� llSQ�1 -l�in�� lCQ/lc a�x�:S� i�� i
NOES: � � -
AB5ENT: /U��'
Paul Gibson ABSTAIN: ��
Director of Finance VERIFIED BY:_��1)K lm�fn
Original on Fite w[th City Clerk's Office
Bureau of Labor Statistics Data
Page 1 of 2
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Data extracted on: May 20,2009(12:28:01 PM)
Consumer Price Index-All Urban Consumers
3eries Id: CWRA421SA0
Not Seasonally Adjusted
Areai Los Angeles-Riverside-Orange County, CA
=tem= All items
Base Period: 1982-84=100
Year ]an Feb Mar Apr May 7un 7ul Aug Sep Oct Nov Dec Annual HALF1 HALF2
1999 164.2 164.6 16 5.0 166.6 166.2 16 5.4 165.8 166.3 16 7.2 16 7.2 167.1 16 7.3 16 6.1 16 5.3 166.8
2000 167.9 169.3 170.7 170.6 171.1 171.0 171.7 172.2 173.3 173,8 173.5 173.5 171.6 170.1 173.0
2001 174.2 175.4 176.2 176.6 177.5 178.9 178.3 178.4 178.8 178.3 178.1 177.1 177.3 176.5 178.2
2002 178.9 180.1 181.1 182.2 182.6 181.9 182.2 18 3.0 18 3.4 183.7 184.0 18 3.7 182.2 181.1 183.3
2003 185.2 186.5 188,2 187.6 186.4 186.3 186.3 186.9 188,2 187,8 187.1 187.0 187.0 186.7 187.2
2004 188.5 19 0.1 191.5 191.9 193.3 19 3.7 193.4 19 3.1 194.5 196.3 19 6.9 19 5.2 19 3.2 191.5 194.9
2005 195.4 197.4 199.2 201.1 201.5 200.7 201.4 203.1 205.8 206.9 205.6 203.9 201.8 199.2 204.5
2006 206.0 207.5 208.5 210.5 212.4 211.1 211.4 211.9 212.9 211.4 211.1 210.6 210.4 209.3 211.6
2007 212.584 214.760 216.500 217.845 218.596 217.273 217.454 217.330 217.697 218.696 219.943 219.373 217.338 216.260 218.416
2008 220.918 221.431 223.606 224.625 226.651 229.033 229.886 228.484 227,449 226.159 222.229 219.620 225.008 224.377 225.638
2009 220.719 221.439 221.376 221.693
12 Months Percent Change
Series Id: CWRA421SA0
Not Seasonally Adjusted
Area� Los Angeles-Riverside-Orange County, CA
=t�� All items
Baae Period, 1962-84=100
Year Jan Feb Mar Apr May 7un Jul Aug Sep Oct Nov Dec Annual HALFl HALF2
1999 2.0 2.2 2,2 3.0 2.4 2.0 2.3 2.3 2.8 2,5 2.3 2.3 2.3 2.3 2.4
2000 2.3 2.9 3.5 2.4 2.9 3.4 3.6 3.5 3.6 3.9 3.8 3.7 3.3 2.9 3,7
2001 3.8 3.6 3.2 3.5 3.7 4.6 3.8 3.6 3.2 2.6 2.7 2.1 3.3 3.8 3.0
2002 2.7 2.7 2.8 3.2 2.9 1.7 2.2 2.6 2.6 3.0 3.3 3.7 2.8 2.6 2.9
2003 3,5 3.6 3.9 3.0 2.1 2.4 2.3 2.1 2.6 2.2 1.7 1.8 2.6 3.1 2.1
2004 1.8 1.9 1.8 2.3 3.7 4.0 3.8 3.3 3.3 4.5 5.2 4.4 3.3 2.6 4.1
2005 3.7 3.8 4.0 4.8 4.2 3.6 4,1 5.2 5.8 5.4 4.4 4.5 4.5 4.0 4.9
2006 5.4 5.1 4.7 4.7 5.4 5.2 5.0 4.3 3.4 2.2 2.7 3.3 4.3 5.1 3.5
2007 3.2 3.5 3.8 3.5 2.9 2.9 2,9 2,6 2.3 3.5 4.2 4.2 3.3 3.3 3.2
2008 3.9 3.1 3.3 3.1 3.7 5.4 5.7 5,1 4.5 3.4 1.0 0.1 3.5 3.8 3.3
2009-0.1 0.0 -1.0 -1.3
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http://data.bls.gov/PDQ/servlet/Survey0utputServlet 5/20/2009
CITY OF PALM DESERT
PUBLIC NOTICE
NOTICE IS HEREBY GIVEN that a public hearing will be held before the Palm Desert
City Council to review the annual Management District Plan and declare its intent to levy
for the Afessandro Alley Property and Business Improvement District pursuant to State
Law.
SAID public hearing will be held on Thursday, June 11, 2009, at 4:00 p.m. in the Council
Chambers at the Palm Desert Civic Center, 73-510 Fred Waring Drive, Palm Desert,
California, at which time and place all interested persons are invited to attend and be
heard. Written comments concerning all items covered by this public hearing notice shall
be accepted up to the date of the hearing.
PUBLISH: Desert Sun Rachelle Klassen, City Clerk
May 29, 2009 Palm Desert City Council
68-2564
RESOLUTION N0. 09-45
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, APPROVING
THE MANAGEMENT DISTRICT PLAN FOR THE ALESSANDRO ALLEY PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT FOR FISCAL YEAR 2009/10
The City Council of the City of Palm Desert(hereafter referred to as the"City Council")does resolve as follows:
WHEREAS, pursuant to the provisions of Proper(y and Business Improvement District Law of 1994,
Part 7 of Division 18 of the Streets and Highways Code of California(hereafter referred to as the "code"), and
accordance with the provisions of the Califomia Constitution Article XIIID conducted proceedings for the
formation of the Alessandro Alley Property and Business Improvement District (hereafter referred to as the
"District"), and the levy of annual assessment connected therewith;and,
WHEREAS,on April 13,2006 the City Council held a full and fair public hearing regarding the formation
of the District and the establishment of annual assessments and the maximum assessments required to pay the
maintenance and services of landscaping, lighting, refuse collection and all appurtenant facilities and operations
related thereto for a five year period beginning July 1, 2006 and ending June 30, 2011 pursuant to the Code;
and,
WHEREAS upon conclusion of the public hearing of April 13, 2006 the City Council tabulated the
property owner assessment protest ballots returned and by resolution confirmed that majority protest did not
exist and by resolution approved the Engineer's Report and Management District Plan, appointed an Advisory
Board for the District, ordered the formation of the District, and ordered the levy and collection of the first annual
assessments;and,
WHEREAS, pursuant to the Code, the City Council appointed the Alessandro Alley Committee as the
Advisory Board for the District and this Advisory Board shall cause to be prepared an annual Management
District Plan (hereafter referred to as the "Report")each fiscal year for which assessments are to be levied and
collected, said Report shall be filed with the City Clerk and shall contain; any proposed changes to the District
boundary; the improvements and activities to be provided; the estimated costs and method of assessment; the
amount of any surplus or deficit;and contributions from other sources; and,
1
WHEREAS, pursuant to the Code, the Advisory Board has caused to be prepared a Report in
connection with the District describing the proposed improvements, services, expenditures and assessments to
be levied for Fiscal Year 2009/10, and filed with the City Clerk of the City of Palm Desert and the City Clerk has
presented to the City Council such Report entitled "Management District Plan for the Alessandro Alley Property
and Business Improvement Assessment Distnct, Fiscal Year 2009/10"; and,
WHEREAS, The City Council has carefully examined and reviewed the Report as presented, and is
satisfied with each and all of the items and documents as set forth therein, and finds that the �evy of
assessments has been spread in accordance with the special benefits received from the improvements,
operation, maintenance and services to be performed, as set forth in said Report;and,
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL
FOR THE DISTRICT,AS FOLLOWS:
Section 1 The above recitals are true and correct.
Section 2 The Management District Plan as presented, consists of the following:
A. A Description of the District boundaries and all properties benefiting from the
improvements and services.
B. A Description of Improvements and services to be provided by the District.
C. The Annual Budget (Estimates of Costs and Expenses of Services, Operations
and Maintenance),
D. The District Roll containing the Levy of Assessments for each Assessor Parcel
within the District,
Section 3 The Report as presented, is hereby approved and is ordered to be filed in the Office of the City Clerk
as a permanent record and to remain open to public inspection.
Section 4: That the City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of
this meeting shall so reflect the presentation of and final approval of the Report and appointment of the District
Advisory Board,
2
PASSED,APPROVED,AND ADOPTED this day of 2009.
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE ss.
CITY OF PALM DESERT
�� , City Clerk of the City of Palm Desert, County of Riverside,
State of California do hereby certify that the foregoing Resolution No. was regutarly adopted by
the City Council of said City of Palm Desert at a regular meeting of said Council held on the day of
, 2009 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
,
ROBERT A. SPEIGEL, Mayor
City of Palm Desert
�
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert
2
68-2564
RESOLUTION N0. 09-46
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA ORDERING
THE LEVY AND COLLECTION OF ASSESSMENT FOR THE ALESSANDRO ALLEY PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT, FISCAL YEAR 2009/10
The City Council of the City of Palm Desert, California (hereafter referred to as the "City Council") hereby
finds, determines, resolves and orders as foilows:
WHEREAS, on April 13, 2006 the City Counci� called and duly held a public hearing and property
owner protest ballot proceedings for the President's Plaza III Property and Business Improvement Assessment
District(hereafter referred to as the"District") pursuant to the provisions of Property and Business Improvement
District Law of 1994, Part 7 of Division 18 of the Streets and Highways Code of Cal'►fomia(hereafter referred to
as the "Code") and the California Consfitution Article XIIID, for the purpose of presenting to the qualified
property owners within the District the annual levy of assessments and a maximum annual assessment over a
five year period beginning July 1, 2006 and ending June 30, 2011, for the costs and expenses associated with
the maintenance and operation of landscaping, lighting, refuse collection and all appurtenant facilities related
thereto;and;
WHEREAS, the landowners of record within the District as of the close of the Public Hearing held on
April 13, 2006 did cast their ballots resulting in the approval of the Distnct formation and annual levy of
assessments related thereto;and,
WHEREAS, the City Council, pursuant to the Code did by previous Resolutions form the District and
approve a Management District Plan in connection with the formation of the Distnct and appointed an Advisory
Board that shall cause to be prepared an annual report regarding the Distnct for the City Council's approval;
and,
WHEREAS, the Advisory Board has held a meeting for reviewing and approving the proposed budget
for Fiscal Year 2009/10 and has prepared a Report in connection with the Distnct for Fiscal Year 2009/10, and
filed with the City Clerk of the City of Palm Desert and the City Clerk has presented to the City Council such
Report entitled "Management District Plan for the Alessandro Alley Property and Business Improvement
Assessment District, Fiscal Year 2009/10;"and,
WHEREAS, The City Council has carefully examined and reviewed the Report as presented, and by
previous resolution has approved said Report,
1
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL FOR
THE DISTRICT,AS FOLLOWS:
Section 1 The above recitais are true and correct.
Section 2 The City Council desires to levy annuai assessments for FY 09/10 pursuant to the provisions
of the Code.
Section 3 Based upon its review of the Management District Plan, a copy of which has been presented
to the City Council and which as been filed with the City Clerk, the City Council hereby finds and determines
that:
A. The territory of land within the District will receive special benefits from the operation,
maintenance and senricing of the improvements and appurtenant facilities located within
the boundaries of the District.
B. The District includes all of the lands so benefited;and
C. The net amount to be assessed upon the lands within the District in accordance with the
proposed budget for the fiscal year commencing July 1, 2009 and ending June 30, 2010
is apportioned by a formula and method which fairly distnbutes the net amount among all
eligible parcels in proportion to the special benefits to be received by each parcel from
the improvements and services.
D. The Assessments so described in the Management District Plan are consistent with the
assessments so approved by the property owners within the District.
Section 4 The Report and assessments as presented to the City Council and on file in the office of the
City Clerk are hereby confirmed as filed.
Section 5 The City Council hereby orders the proposed improvements to be made, and the levy and
collection of annual assessments to pay for those improvements to be presented to the County
Auditor/Controller of Riverside for Fiscal Year 2009/10. The County Auditor/Controller shall enter on the County
Tax Roll opposite each parcel of land the amount of levy, and such levies shall be collected at the same time
and in the same manner as the County taxes are collected.After collection by the County,the net amount of the
levy shall be paid to the City Treasurer.
Section 6 The City Treasurer shal�deposit all money representing assessments collected by the County
for the District to the credit of a fund for the Alessandro Alley Property and Business Improvement Distnct, and
such money shall be expended only for the improvements described in the Management Distnct Plan.
Section 9 The adoption of this Resolution constitutes the District levy for the Fiscal Year commencing
July 1,2009 and ending June 30,2010.
Section 10 The City Clerk is hereby authorized and directed to file the levy with the County Auditor upon
adoption of this Resolution,
PASSED,APPROVED,AND ADOPTED this day of 2009.
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE ss.
CITY OF PALM DESERT
�� , 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
, 2009 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ROBERT A. SPEIGEL, Mayor
City of Palm Desert
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert
CITY OF PALM DESERT
MANAGEMENT DISTRICT PLA�V
ALESSANDRO ALLEY PROPERTY AND BUSI�IESS IMPROVEMENT
DISTRICT
FISCAL YEAR 2009/10
� ,
��,� ����
Public Hearing: June 11,2009
�WI LLDAN y uending
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www.willdan.com
TABLE OF CONTENTS
OVERVIEW .....................................................................................................................'I
Introduction �
District Formation Process 2
DESCRIPTION OF THE DISTRICT........................................................................................3
Description of the District Boundary g
Description of the Improvements and Activities 3
Special Benefits of the Improvements and Activities 4
METHOD OF APPORTIONMENT .........................................................................................5
Method of Apportionment Rationale 5
Parking Areas Improvements and Services 5
Method of Apportionment Calculations 5
Apportionment of Direct Costs 5
Apportionment of Indirect(Administration/Reserve)Costs g
Total Annual Assessment �
Annual Budget Adjustments g
DESCRIPTION OF BUDGET ITEMS......................................................................................9
Direct Benefit Costs g
Indirect Benefit Costs(Administration/Reserves) g
Levy Breakdown 10
District Statistics 10
District Budget 11
APPENDIX A: DISTRICT BOUNDARY MAP.......................................................................A-1
APPENDIX B: DISTRICT ASSESSMENT ROLL .................................................................. g-1
Cify of Palm Desert Alessandro Alley Property and Business Improvement District
Final Management District Plan
Fiscal Year 2009/10
Overview
Introduction
The City of Palm Desert ("City") has established the Alessandro Alley Property and Business
Improvement District ("District"). The purpose of the District is to provide funding for the annual
operation and maintenance of certain improvements that confer special benefits upon reaf property
within the boundaries of the District. The District is proposed to have a maximum term of five years
beginning in Fiscal Year 2006/07 and ending in Fiscal Year 2010/11. Once the term of the District
has expired, the property owners within the District have the ability to renew the District for up to
another ten-year term as provided by current California law.
The City of Palm Desert Redevelopment Agency ("Agency") currently is in the process of installing
and constructing various improvements to the parking areas included within the boundaries of the
proposed District. The installation and construction of the improvements will be fully funded by the
Agency. The annual operation and maintenance of these improvements are proposed to be funded
through District assessments. The assessments are proposed to be levied on the District parcels
that benefit from the annual operation and maintenance of these improvements.
The District has been established and levied pursuant to the Property and Business Improvement
District Law of 1994, Part 7 of Division 18 of the California Streets and Highways Code ("Act").
Pursuant to the Act, a majority of property owners, weighted by assessment dollars within the
District, submitted a signed petition requesting formation of the District. The District has been
formed, and a maximum assessment approved, by the property owners through an assessment
ballot proceeding, conducted according to provisions of the California Constitution Article XIIID
("Proposition 218"). Pursuant to the Act, the Council may propose to annually levy and collect
assessments to provide funding for improvements and activities authorized within the District for a
period of five years(Fiscal Years 2006/07 through 2010/2011).
This Management District Plan ("Plan") describes the proposed District, improvements and
activities, method of apportionment, special benefit analysis, boundaries of the District, the
proposed budgets, and the maximum assessment to be approved for the five-year duration of the
District. The proposed assessments are based on the estimated cost to provide the improvements,
activities, and operation that provide a direct and special benefit to properties within the District.
The costs of improvements, activities, and operation include all expenditures, deficits, surpluses,
revenues, and reserves.
The word "property,"for the purposes of this Plan, refers to real property situated within the District,
and identified as an individual property or parcel assigned its own Assessment Parcel Number by
the County of Riverside Assessor's Office. The County of Riverside Auditor/Controller uses
Assessment Numbers to identify, on the tax roll, parcels and properties assessed for specia�district
benefit assessments.
Willdan Financial Services Page 1
City of Palm Desert Alessandro Alley Property and Business Improvement District
Fina/Management District Plan
Fiscal Year 2009/10
District Formation Process
A written petition of the property owners within the District, representing more than 50 percent of
the proposed District assessment to be levied, was submitted to the City Council to initiate
formation proceedings. The City Council initiated proceedings for the formation of the District by
adopting a resolution expressing its intention to form the District. The resofution of intention
contained the original Management District Plan antl the time and p�ace of a public hearing on the
establishment of the District and levy of assessments.
Within not less than forty-five (45) days and not more than ninety (90) days of adopting the
resolution of intention, the City Council held a public hearing on the matter of formation, and
caused notice to the property owners pursuant to Section 54954.6 of the Government Code. Public
notices and assessment ballots (property owner protest ballots) were mailed to each property
owner at least 45 days prior to the public hearing pursuant to Article XIIID of the California
Constitution.
At the public hearing, the City Council provided the public and property owners an opportunity to
provide oral protests and written protests prior to the adoption of the Management District Plan and
the final Engineer's Report. Pursuant to the California Constitution Article XIIID, the City Clerk or its
designated alternate tabulated property owner assessment ballots received from property owners
and determined that majority protest did not exist.
Pursuant to the Act, the City Council shall appoint an Owner's Association ("Association") for the
District. This Association sha�l make recommendations to the City Council on the expenditures of
revenue derived from the levy of assessments and on the classification of properties as applicable.
This Association shall cause to be prepared a report each fiscal year for which assessments are to
be levied and collected. Said annual report shall be filed with the City Clerk and shall contain: any
proposed changes to the district boundary; the improvements and activities to be provided that
year; the estimated costs for that year; the method of assessment; the amount of any surplus or
deficit; and contributions from other sources. The City Council may approve the report as submitted
or as modified.
Willdan Financial Services Page 2
City of Palm Deserf Alessandro Alley Property and Business Improvement Disfricf
Final Management District Plan
Fiscal Year 2009/10
Description of the District
Description of the District Boundary
The District consists of all parcefs located in the commercial business area known as the
Alessandro Alley within the City of Palm Desert, County of Riverside. The District includes twenty-
two (22)assessable commercial parcels.
The boundaries of the District are in the southwest area of the City and the parcels therein are
generally located North of Highway 111 and Palm Desert Drive North; generally South of San
Gorgonio Way; adjacent to and South of Alessandro Alley; adjacent to and West of Las Palmas
Avenue; and generally East of Monterey Avenue.
Description of the Improvements and Activities
In an effort to enhance and improve business opportunities and the appearance of the area known
as the Alessandro Alley, the Agency currently is providing funds for the renovation and capital
improvement of the parking areas and landscaped areas related to this commercial business
center. In conjunction with this renovation, Alessandro Alley Property and Business Improvement
District has been formed to provide and ensure the continued operation and maintenance of the
improvements after the renovations have been completed.
All the properties within the District receive special and distinct benefits from the improvements and
activities to be funded through the assessments. The improvements include all necessary
activities, services, operation, administration, and maintenance required to keep the improvements
in satisfactory condition including all necessary labor, material, and equipment. The services may
include, but are not limited to, regular maintenance, repair, removal or replacement of all or any
part of the improvements inctuding removal of trimmings, rubbish, debris and other solid waste;
and, providing for the growth, health and beauty of landscaping and lighting including cultivation,
trimming, spraying, fertilizing or treating for disease or damage as well as supplying necessary
irrigation and electrical energy. The specific improvements and activities include:
• Parking area landscaped areas: including but not limited to ground cover, shrubs,
trees, plants, irrigation and drainage systems and associated appurtenant facilities.
• Parking area lighting facilities: including but not limited to bulbs, fixtures, poles, wiring,
and electrical energy.
• Debris removal: including but not limited to regular mechanical sweeping of the
parking areas.
The costs associated with the improvements are equitably spread among all benefiting parcels
within the District utilizing the method of apportionment described in the Section, "Method of
ApportionmenY', of this Plan. The total funds collected shall be dispersed and used for only the
services and operations provided to the District.
Willdan Financial Services Page 3
City of Palm Dese rf Alessandro Alley Property and Business lmprovement District
Final Management District Plan
Fiscal Year 2009/10
Special Benefits of the Improvements and Activities
All assessed properties within the District receive special benefits from one or more of the
improvements and activities funded through the District assessments. In specific, the lighting &
landscaping amenities within the parking areas, also, the regular sweeping of the parking areas.
The special benefits of lighting (parking area lights) are the convenience, safety, and security of
property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection;
2. Increased nighttime safety for patrons and employees;
3. Improved visibility for pedestrians and motorists;
4. Improved ingress and egress to property;
5. Reduced vandalism and other criminal acts and damage to improvements or property;
6. Enhanced aesthetic appeal of the parking area and the properties that are associated
with the parking area;
7. Increased promotion of business activities and opportunities during nighttime hours.
The benefits associated with the improvements within the parking areas are specifically:
8. Improved aesthetic appeal of the parking area and nearby parcels;
9. Improved dust control;
10. Enhanced adaptation of the urban environment within the natural environment;
11. Improved traffic circulation;
12. A positive representation of the businesses within the District;
13. Centralized locations for refuse collection facilities.
Parking area sweeping is an essential and necessary activity for all properties, particularly
commercial properties. This improvement is funded through the assessments solely for the special
benefit of properties within the District. The benefits associated with this service are:
1. Enhanced aesthetic appeal of the parking area and the properties that are associated
with the parking area;
2. Improved dust control.
The on-going operation and maintenance of the landscaping, lighting and sweeping improvements
provide no measurable general benefit to other properties outside the District or to the public at
large. Therefore, these improvements and the corresponding assessments have been identified as
100%special benefit to parcels within the District.
Willdan Financial Services Page 4
City of Palm Desert Alessandro Alley Property and Business Improvement Districf
Final Management District Plan
Fiscal Year 2009/10
Method of Apportionment
Method of Apportionment Rationale
The costs of the District improvements have each been apportioned by a formula and method that
fairly distributes the net amount to be assessed among all assessed parceis in proportion to the
estimated special benefits to be received by each parcel from the improvements.
Parking Areas Improvements and Services
All assessed parcels within the Alessandro Alley PBID have use of, and access to, parking facilities
(parking spaces) that provides access, parking, and delivery areas for the businesses and parcels
within the District.
The parking spaces are located alongside the assessed parce�s within the PBID and are adjacent
to Alessandro Alley. Although the parking spaces are not in a centralized facility, they can be used
and accessed by all properties within the District. However, it can be reasonably expected that
parking facilities closest to each assessed parcel will be used for access to each such parcel.
In determining the method of apportionment for these improvements, each parcel's benefit is based
on access to the parking areas adjacent to, and associated with, each parcel. Therefore, it has
been determined that a fair and reasonable reflection of each parcel's benefit for the parking areas
improvements shall be based on the approximate front footage adjacent to the parking areas. The
parcels within the District front Alessandro Alley and the parking areas are on only one side (north
side of the property). To ensure a reasonable and equitable apportionment of special benefit,
parcels are only assessed for their front footage along the north side of their property adjacent to
the parking areas.
Method of Apportionment Calculations
The Total Direct Costs of the parking areas improvements and services are apportioned to each
parcel within the District based on each parcel's front footage adjacent to the parking areas in
linear feet. In addition to a parcel's Total Direct Cost, each parcel is assessed for District
administration expenses, a reserve fund collection, and a parking areas maintenance fund. The
Indirect Costs for each parcel have been apportioned in the same manner as Total Direct Costs.
Therefore, each parcel's Total Annual Assessment is the sum of its proportionate share of the Total
Direct Costs and Total Indirect Costs.
Apportionment of Direct Costs
The Total Direct Costs estimated for parking areas improvements and services (maintenance)are
based on the estimated annual costs to maintain the landscaping, lighting, and mechanical
sweeping of the parking areas within Alessandro Alley. This Total Direct Cost, divided by the sum
Willdan Financial Services Page 5
City of Palm Dese rt Alessandro Alley Properfy and Business Improvement District
Final Management District Plan
Fiscal Year 2009/10
of the linear front footage of all parcels within the District, establishes a rate per parcei linear foot.
This rate multiplied by each parcel's front footage equals the parcel's proportionate share of the
parking areas maintenance costs(rounded to the nearest even penny).
Originally, the plans proposed for construction of improvements were for a beginning date of fall
2007 and completion by early 2008. Currently the improvements have not yet been completed and
assessments will not be collected until Fiscal Year 2010/11 or when improvements are complete.
The rates provided below are the maximum allowable and actual proposed assessment rates for
Fiscal Year 2009/10 only. Please refer to the District Budget(Table 4)for future assessment rates.
Direct Cost Rate Calculation
Total Direct Cost/Total Front Footage=Rate per Linear Foot
Rate x Parcel Front Footage= Direct Cost Assessment Component
Table 1 lists the proposed FY 2009/10 direct costs and costs per linear foot.
Table 1: Direct Cost Proposed Assessment and Rate
Proposed Direct Proposed Rate
Costs (per Front Foot)
for FY 2009-10 for FY 2009-10
Fourth Fiscal Year Maximum $ 15,189 $ 8.64
Fourth Fiscal Year Actual* $ _ $ _
'District will not be levied for FY 2009-10
Apportionment of Indirect (Administration 1 Reserve) Costs
To ensure the improvements, activities, and services provided and funded through the District are
continued, each parcel will be assessed for administrative and reserve costs. These include all
expenses refated to the administration of the District as well as the collection of money towards a
Parking Areas Maintenance Fund and an Operating Reserves Fund. Fiscal Year 2009/10 will not
be levied due to the improvements not being complete. For Fiscal Year 2010/11, the Reserve Fund
Collections are proposed to be under twenty-seven percent (26.50%) of the annual Total District
Costs.
Similar to the method of apportionment for Total Direct Costs, the DistricYs indirect costs are
apportioned to each parcel based on each parcel's front footage. The rate provided below is the
maximum allowable rate for Fiscal Year 2009/10 only. Please refer to the District Budget(Table 4)
for future assessment rates.
Willdan Financial Services Page 6
Crty of Palm Deserf Alessandro Alley Property and Business Improvement Drstrict
Final Management District Plan
Fiscal Year 2009/10
Indirect Cost Rate Calculation
Total Indirect Cost 1 Total Front Footage= Rate per Linear Foot
Rate x Parcel Front Footage= Indirect Cost Assessment Component
Table 2 lists the proposed FY 2009/10 indirect costs and costs per linear foot.
Table 2: Indirect Cost Proposed Assessment and Rate
Proposed Indirect Proposed Rate
Costs (per Front Foot)
for FY 2009-10 for FY 2009-10
Fourth Fiscal Year Maximum $ 10,381 $ 5.91
Fourth Fiscal Year Actual $ _ $ _
"District will not be levied for FY 2009-10
Total Annual Assessment
Each parcel's Total Annual Assessment is the sum of its proportionate share of the District's Direct
Costs and Indirect Costs. The preceding description of the method of apportionment outlines the
estimated cost and rates applied for the District in fiscal year 2009/10. The rates provided below
are the maximum allowable and actual proposed assessment rates for Fiscal Year 2009/10 only.
Please refer to the District Budget(Table 4) for future assessment rates.
Total Cosf Rate Calculafion
Direct Cost Rate+ Indirect Cost Rate=Total Rate per Linear Foot
Totai Rate x Parcel Front Footage=Total Parcel Assessment
Willdan Financial Services Page 7
City of Palm Desert Alessandro Alley Property and Business Improvement Districf
Final Management Districf Plan
Fiscal Year 2009/10
Table 3 lists the proposed FY 2009I10 total costs and costs per linear foot.
Table 3:Total Cost Proposed Assessment and Rate
Proposed Direct Proposed Rate
Costs (per Front Foot)
First Fiscal Year for FY 2009-10 for FY 2009-10
Direct Costs Maximum $ 15,189 $ 8.64
Direct Costs Actual* $ - $ -
Indirect Costs Maximum $ 10,381 $ 5.91
Indirect Costs Actual* $ - $ -
Total Costs Maximum $ 25,570 $ 14.56
Total Costs Actual* $ - $ -
"District will not be levied for FY 2009-10
Annual Budget Adjustments
For the initial five years of the PBID, annual assessments may be adjusted by the Alessandro Alley
PBID Association up to three percent (3%) per year. Actual annual adjustments may range from
zero percent (0%) to three percent (3%). Adjustments may differ from year to year depentling on
the service needs identified by the Association. In any event, assessments will not exceed the
levels illustrated by the District Budget(Table 4).
Any annual budget surplus or deficit will be accrued into the following year's PBID budget.
Assessments will be set accordingly, within the constraints of the annual adjustment, to adjust for
surpluses or deficits that are carried forward.
Willdan Financial Services Page 8
City of Palm Desert Alessandro Alley Property and Business Improvement District
Final Managemenf District Plan
Fiscal Year 2009/10
Description of Budget Items In Table 4
Direct Benefit Costs
• Landscape Maintenance: Includes all regularly scheduled labor, material (e.g. pipe,
fertilizer, insecticides), and equipment required to properly maintain and ensure the
satisfactory condition of all landscaping, irrigation and drainage systems, and
appurtenant facilities. All landscaping improvements within the District are contracted
for maintenance and service on a regular basis. The frequency and specific
maintenance and operations required within the District will be determined by City
staff. The landscape maintenance area is approximately 10,000 square feet.
• Landscape Pruning: Includes all regularly scheduled labor, material, and equipment
required to properly maintain and ensure the satisfactory condition of all trees
including palm trees, and appurtenant facilities. All landscaping improvements within
the District are contracted for maintenance and service on a regular basis. The
frequency and specific maintenance and operations required within the District will be
determined by City staff. There will be approximately 45 trees to be maintained.
• Landscape Water.� Utility cost to furnish water for required landscape irrigation. The
landscape maintenance area is approximately 10,000 square feet.
• Lighting:The furnishing of electricity required for the operation antl maintenance of the
lighting facilities. The City contracts for the furnishing of its electricity for street lighting,
which includes normal maintenance and bulb replacement. This cost does not include
repairs or replacement of damagetl facilities due to vandalism, accidents or storms.
There will be approximately 30 street lights to be serviced.
• Sweeping Services: Weekly cleaning of the parking areas and gutters using a
contracted, mechanized service.
• Landscape Repairs/Lighting: This item includes repairs that are not normally included
in the yearly maintenance contract costs. This may include repair of damaged
amenities due to vandalism and storms, as well as planned upgrades which could
include replacing plant and lighting materials or renovation of irrigation and lighting
systems.
Indirect Benefit Costs (Administration I Reserves)
• Districf Administration: The cost to all departments and staff of the City, for providing
the coordination of District services, operations and maintenance of the District,
response to public concerns and education, and procedures associated with the levy
and collection of assessments. This cost also includes contracting with professionals
to provide additional administrative, legal, or engineering services specific to the
District.
Willdan Financial Services Page 9
City of Palm Desert Alessandro Alley Property and Business Improvement District
Final Management District Plan
Fiscal Year 2009/10
• Operating Reserve Fund:The Operating Reserve Fund provides for collection of funds
to operate the District, for each fiscal year, from the time period of July 1 through
January when the County provides the City with the first installment of assessments
collected from the property tax bills. The Operating Reserve Fund eliminates the need
for the City to transfer funds from non-District accounts to pay for District charges
during the first half of FY 2009/10 through FY 2010111.
• Parking Areas Maintenance Fund: The Parking Areas Maintenance Fund provides
funds for the sealing and re-striping of the parking areas after the fourth year of the
term of the District. These funds are proposed to be held in reserve until such time as
the sealing antl re-striping are required and there are sufficient funds to pay for their
costs.
• Insurance:This line item supports insurance costs for the operation of the District.
Levy Breakdown
• Tofal Disfrict Costs:This is the sum total of all budgeted Direct and Indirect costs.
District Statistics
• Total Parcels:The total number of parcels within the District.
• Total Parcels to Levy: The total number of parcels within the District that will be
assessed. There are currently no exempt parcels within the District; however, non-
assessed lots or parcels may include easements, common areas, and parcels within
the boundaries of the District that do not benefit from the improvements.
• Total Front Footage (Parking Areas): This is the sum total of the parcel front footage
applied to each parcel within the District.
• Levy Rate per Direct Costs: This amount represents the Rate being applied to each
parcel's intlividual front footage for Direct Costs. The Levy Rate per Direct Costs is the
result of dividing the estimated Total Direct Costs for that year by the sum of the
DistricYs Total Front Footage.The rate is calculated to three decima� places.
• Levy Rate per Indirect Costs: This amount represents the Rate being applied to each
parcel for Administrative Costs, the Operating Reserve Fund and the Parking Areas
Maintenance Fund. The Levy Rate per Indirect Costs is the result of dividing the
estimated Total Indirect Costs for that year by the sum of the District's Total Front
Footage. The rate is calculated to three decimal places.
• Total Levy Rate for Disfrict Cosfs: This is the sum total of the Levy Rate per Direct
Costs and the Levy Rate per Indirect Costs. The rate is calculated to three decimal
places.
Willdan Financial Services Page 10
City of Palm Dese rt Alessandro Alley Property and Business Improvement District
Final Management District Plan
Fiscal Year 2009/10
District Budget
The District Budget shown on the following table (Table 4) lists the estimated costs of providing the
various improvements and services within the District. The costs and the resulting rates for Fiscal
Year 2006/07 through Fiscal Year 2010/11 are based on the estimated costs to provide the
improvements and services for each year, adjusted for the three percent(3%) inflation factor.
The Association, appointed by the City Council, will annually review the District costs and make
recommendations for any changes or adjustments to the budget. Changes to the budget could
result in changes to the annual assessment but the resulting total assessment may not exceed the
maximum rates established in the Plan without first obtaining property owner approval through
assessment ballots.
Willdan Financial Services Page 11
City of Palm Desert Alessandro Alley Properfy and Business Improvemenf District
Final Management District Plan
Fiscal Year 2009/10
Table 4: Five Year Budget
Actual Proposed Maximum Proposed Assessment for Fiscal Years
Assessment
Budget Item FY 2009•10�'� 2006•07 2007•08 2008-09 2009-10 2010-11
Direct Bene�t Costs
Lantlscape Maintenance Costs $ - $ 4,500 $ 4,635 $ 4,774 $ 4,917 $ 5,065
Landscape Pruning $ - 2,250 2,318 2,387 2,459 2,532
Landscape Water $ - 1,700 1,751 1,804 1,858 1,913
Lighting $ - 2,250 2,318 2,387 2,459 2,532
Sweeping Services $ - 1,500 1,545 1,591 1,639 1,688
Landscape RepairslLighting $ - 1,700 1,751 1,804 1,858 1,913
SubtotalDirectCosts $ - $ 13,900 $ 14,317 $ 14,747 $ 15,189 $ 15,645
Administration/Insurance
DistrictAtlministration - 3,000 3,090 3,183 3,278 3,377
Insurance - 300 309 318 328 338
Subtotal Atlministrative Costs $ - $ 3,300 $ 3,399 $ 3,501 $ 3,606 $ 3,714
Reseroe Funds
Parking Areas Maintenance Fund - 3,500 3,605 3,713 3,825 3,939
Operating Reserve Fund - 2,700 2,781 2,864 2,950 3,039
Subtotal Reserve Fund Costs $ - $ 6,200 $ 6,386 $ 6,578 $ 6,775 $ 6,978
Levv Breakdown
Total District Costs - 23,400 24,102 24,825 25,570 26,337
Balance to Levy $ - $ 23,400 $ 24,102 $ 24,825 $ 25,570 $ 26,337
Districf Statistics
Total Parcels 22 22 22 22 22 22
Total Parcels To Levy 22 22 22 22 22 22
Total Front Footage(Parking Areas) 1,756,68 1,756.68 1,756.68 1,756.68 1,756.68 1,756.68
Levy Rate per Direct Costs $ - $ 7,920 $ 8.160 $ 8.400 $ 8.640 $ 8.900
Levy Rate per Indirect Costs $ - $ 3,520 $ 3.640 $ 3.740 $ 3.860 $ 3.980
Total Levy Rate for District Costs $ - $ 13.320 $ 13.720 $ 14.140 $ 14.560 $ 15.000
Operatinq Reseroe Fund Balance
Previous Balance 2,700 - 2,700 5,481 8,345 11,296
Ending Balance 2,700 2,700 5,481 8,345 11,296 14,335
Parkinq Lot Maintenance Fund Balance
Previous Balance 3,500 - 3,500 7,105 10,818 14,643
Ending Balance 3,500 3,500 7,105 10,818 14,643 18,582
Maximum annual assessments for direct benefit costs,adminisUaGve costs and reserve fund collection are adjusted by 3%Gom the previous Fiscal Year for Fiscal Years 2007-08
through 2010-2011.The PBID Advisory Board will determine the amount of any actual increase(or those years which may not exceed 3%per year.
�'�FY 2009-10 Improvements have not yet been completed there(ore district will not be levied
Sources:City of Palm Desert;Willdan Financial Services
Willdan Financial Services Page 12
City of Palm Desert Alessandro Alley Property and Business Improvement Districf
Final Management District Plan
Fiscal Year 2009/10
Appendix A: District Assessment Diagram
The Alessandro Alley Property and Business Improvement District consists of the parcels shown
on the following District Assessment Diagram. The Assessment Diagram is based on the County of
Riverside's Assessor's Maps and identifies all the parcels of land within the proposed District.
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Willdan Financial Services A-9
City of Palm Desert Alessandro Alley Property and Business Improvement District
Final Management District Plan
Fiscal Year 2009/10
Appendix B: District Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the
County Assessor's Map for the year in which the Engineer's Report is prepared.
A listing of parcels assessed within this District, along with the assessment amounts, is included on
the following page.
Willdan Financial Services B-1
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