HomeMy WebLinkAboutConsolidated PD L&L Dist FY 09-10 C�TY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
REQUEST: 1. Approval of the Final Engineer's Report for the Consolidated
Palm Desert Landscape and Lighting District for Fiscal Year
2009/2010.
2. Approval to Order the Levy and Collection of Annual
Assessments within the Consolidated Palm Desert Landscape
and Lighting District for Fiscal Year 2009/2010.
SUBMITTED BY: Ryan Stendell, Senior Management Analyst
DATE: June 11, 2009
CONDITIONS: Resolution No. (S) 09-43 , 09-44
Final Engineer's Report FY 2009/2010
Table 1 (Annual Levies)
Recommendation:
Waive further reading and adopt:
1. Resolution No.09-43 , approving the final Engineer's Report for the Consolidated
Palm Desert Landscaping and Lighting District for Fiscal Year 2009/2010.
2. Resolution No.Q9-44 , ordering the levy and collection of assessments within the
Consolidated Palm Desert Lighting and Landscape District for Fiscal Year
2009/2010.
Executive Summary:
The Palm Desert Consolidated Landscape and Lighting District consists of 35 individual
landscape and lighting districts. Each year the City is required to hold a public hearing
to review and approve the districYs budgets and annual levies (i.e. Engineer's Report).
On May 7, 2009, the City Council initiated the process to levy and collect annual
assessments, granted preliminary approval of the Engineer's Report, and set a public
hearing for June 11, 2009, to take public testimony. The City's stock of LLD's allows a
maximum 3% increase or a 12-month average of the January CPI, whichever is the
lesser. This year we have a negative CPI (-.01%) from January 2008-2009, which does
not allow the City to increase any of the levies over last year's approved amounts.
Staff Report
Palm Desert Consolidated LLD FY 09/10
Page 2 of 2
June 11, 2009
Discussion:
At its May 7, 2009, meeting the City Council approved the preliminary Engineer's
Report, and set the public hearing date of June 11, 2009, for the Palm Desert
Consolidated Landscape and Lighting District. This district is made up of 35 individual
landscape and lighting districts within the City. Many of these individual districts have
frontage on major City arterials leaving staff responsible for maintenance in these areas.
Staff has continually maintained the majority of these districts in a manner consistent
with City landscape standards. Staff has identified approximately three of the 35
districts, which are underfunded and receive significantly reduced levels of service.
During the past year, staff has presented a series of proposals before the Landscape
Beautification Committee that would minimize the landscaping, and close the gap
between budget and level of service for the three underFunded districts. The Landscape
Beautification Committee did approve these proposals, and staff will be bringing them to
the City Council in the coming months.
Staff recommends that the City Council open the public hearing, take public testimony,
and at the conclusion of the public hearing approve the attached resolutions.
Submitted By: Depa ent H .
Ryan Stendell Homer Croy
Senior Management Analyst ACM for De pment Services
Approv I: CITYCOiJNCILAC�'ION
APPROVED � DFNiED
R�CEIVED_,_. OTHER
�.�5��t(c�. 49'-���l�x p�'-StS�
Joh . Wohlmuth MEETING DATE �� '�
City ana AYES: �sc�n, �er�Tsc!n.K�!c� ar�c�° �Sp��'�P/
NOES: �an�
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ABSENT: �r" ,_,,,_..���_
ABSTAIN:
Paul Gibson VERIFIED BY: Q� m
Director of Finance Original on File with City lerk's Oftice
Bureau of Labor Statistics Data Page 1 of 2
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Data extrected on: May 20,2009(12:28:01 PM)
Consumer Price Index-All Urban Consumers
Sflries Id: CUURA421SA0
Not Seasonally Adjusted
area: i.os Angeles-Riverside-Orange County, CA
items All items
8aee Period: 1982-84=100
Year ]an Feb Mar Apr May 7un )ul Aug Sep Oct Nov Dec Annual HALFi HALF2
1999 164.2 164.6 165.0 166.6 166.2 165.4 165.8 166.3 167.2 167.2 167.1 167.3 166.1 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
200 2 178.9 180.1 181.1 182.2 182.6 181.9 182.2 183.0 183,4 183.7 184.0 183.7 182.2 181.1 183.3
2003 18 5.2 186.5 188.2 187.6 18 6.4 18 6.3 186.3 186.9 188.2 18 7.8 187.1 187.0 187.0 186.7 18 7.2
2004 188.5 19 0.1 191.5 191.9 19 3.3 19 3.7 193.4 19 3.1 194.5 19 6.3 196.9 19 5.2 193.2 191.5 194.9
2005195.4 197.4 199.2 201.1 201,5 200.7 201.4 203.1 205.8 206.9 205.6 203.9 201.8 199.2 204.5
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 220J19 221.439 221.376 221.693
12 Months Percent Change
Series Id: CWRA421SA0
Not Seasonally Adjusted
Area, Los Angeles-Riverside-Orange County, CA
Item: All items
Sase Period: 1982-84=100
Year 7an Feb Mar Apr May]un]ul Aug Sep Oct Nov DeC Annual HALFi HALF2
199 9 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
200 1 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
Martinez, Gloria
From: Moeller, Charlene [CMOELLER@palmspri.gannett.com]
Sent: Tuesday, May 12, 2009 1:40 PM �
To: Martinez, Gloria
Subject: RE: Legal Notice- Res No. 09-28-Consolidated PD L&L Dist. FY 09/10- PH 06/11/09
Ad received and will publish on date(s) requested.
Charlene Moeller
Public Notice Customer Service Rep.
The Desert Sun Newspaper
750 N. Gene Autry Trail, Palm 3prings, CA 92262
(760)778-4578, Fax(760) 778-4731
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From: gmartinez@ci.palm-desert.ca.us [mailto:gmartinez@ci.palm-desert.ca.us]
Sent: Tuesday, May 12, 2009 12:47 PM
To: tds-legals
Subject: Legal Notice - Res No. 09-28 - Consolidated PD L&L Dist. FY 09/10 - PH 06/11/09
PLEASE PUBLISH THE FOLLOWING:
NOTICE OF PUBLIC HEARING
Resolution No. 09-28—Declaring Its Intention for the Levy and Collection of Assessments for the Consolidated
Palm Desert Landscaping and Lighting District for Fiscal Year 2009/10 and Preliminary Approval of the
Engineer's Report.
ONCE IN THE DESERT SUN
Sunday, May 31, 2009
If you have any questions or require additional.information, please call me.
�'�?.C�.fl?.i-a ?'�??a�"'�.,,.r,�
Records Technician
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, California 92260
(760) 346-0611 Ext. 354
�martinez@ci.palm-desert.ca.us
�
RESOLUTION NO. 09-28
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, DECLARING ITS INTENTION FOR THE LEVY AND COLLECTION OF
ASSESSMENTS FOR THE CONSOLIDATED PALM DESERT LANDSCAPING AND
LIGHTING DISTRICT FOR FISCAL YEAR 2009/10 AND PRELIMINARY APPROVAL
OF THE ENGINEER'S REPORT
The City Council of the City of Palm Desert (hereafter referred to as the "City Council")
does resolve as follows:
WHEREAS, The City Council pursuant to provisions of the Landscaping and
Lighting Act of 1972, Part 2, Division 15 of the California Streets and Highways Code
(commencing with section 22500) (hereafter referred to as the "Act") did by previous
resolution, order the preparation of an Engineer's Report (hereafter referred to as the
Report ) for the District known and designated as the Consolidated Palm Desert
« „
Landscaping and Lighting District (hereafter referred to as the "DistricY'); and,
WHEREAS, The City Council pursuant to provisions of the Act proposes to levy
and collect assessments against lots and parcels of land within the various Zones of the
District for the fiscal year 2009/10, to pay the maintenance, servicing and operation of the
improvements related thereto; and,
WHEREAS, Willdan Financial Services has prepared and filed a Report with the
City Clerk pursuant to Section 22623 of the Act, and said Report has been presented to
City Council and is hereby incorporated by reference; and,
WHEREAS, The City Council has examined and reviewed the Report as
presented, and is preliminarily satisfied with the description of the District, the Zones
and improvements identified therein, each of the budget items and documents as set
forth therein, and is satisfied that the proposed assessments contained therein, have
been spread in accordance with the special benefits received from the improvements,
operation, maintenance and services to be performed within the District, as set forth in
said Report or as modified by City Council action and incorporated herein.
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 Intention: The City Council hereby declares its intention to order the annual
levy and collection of assessments within the District pursuant to the Act,
over and including the land within the District boundary, and to levy and
collect assessments on such land to pay the annual costs and expenses of
the improvements and services described in Section 5 of this resolution, for
fiscal year 2009/10.
RESOLUTION NO. 09-28
Section 3 The Report has been prepared and filed with the City Clerk. The City Clerk
has presented to the City Council, a Report in connection with the proposed
improvements, assessments, the levy and collection of assessments for
fiscal year 2009/10 in accordance with Chapter 9, Artic% 4 of the Act, and is
hereby approved, as required by Section 22623 of the Act, on a preliminary
basis.
Section 4 Boundaries and Desianation• The description of the District boundary and
the Zones therein are outlined in the Report and by reference is made part
of this resolution. The District includes thirty-three (33) Benefit Zones and
Sub-zones: Canyon Cove (Zone 2); Vineyards (Zone 3); Parkview Estates
(Zone 4); Cook and Country Club (Zone 5) Sub-zones are Desert Mirage,
Sandcastles, and Primrose 2; Hovley Lane (Zone 6) Sub-zones are
Monterey Meadows, The Glen, Hovley Estates, Sonata I, Sonata II, Hovley
Collection, La Paloma I, La Paloma II, La Paloma III, Sandpiper Court,
Sandpiper West, Hovley Court West, Diamondback and Palm Court;
Waring Court (Zone 7); Palm Gate (Zone 8); The Grove (Zone 9); Portola
Place (Zone 11); Palm Desert Country Club (Zone 13); K & B at Palm
Desert (Zone 14); Canyon Crest (Zone 15); and, Shepard Lane (Zone 16)
Sub-Zones are College View Estates I, College View Estates II, Sundance
East, Sundance West, Petunia l and Boulders. The District is designated as
"Consolidated Palm Desert Landscaping and Lighting District."
Section 5 Description of Improvements� Reference is hereby made to the Report for a
detailed description of the improvements. The improvements within the
District include but are not limited to: turf, ground cover, shrubs and trees,
irrigation systems, street lighting, water features,
drainage systems and all appurtenant facilities and operat ons u elated
thereto.
Section 6 Proposed Assessment Amounts� The proposed assessments are outlined
in the Report. District Assessments are calculated in accordance with the
method of apportionment established for the District and do not exceed
the assessment rates and annual inflationary adjustment previously
authorized by City Council and approved by the property owners in
accordance with the provisions of the California State Constitution, Article
XIIID.
Section 7 Notice Of Public Hearina� The City Council hereby declares its intention to
conduct a Public Hearing concerning the District, improvements, and the
levy of assessments, in accordance with Chapter 3 of the Act. Notice is
hereby given that a Public Hearing on these matters will be held by the
City Council on June 11, 2009 at 4:00 P.M., or as soon thereafter as
feasible in the City Hall (Council Chambers), located at 73-510 Fred
Waring Drive, Palm Desert, California. At the Public Hearing, all interested
persons shall be afforded the opportunity to hear and be heard.
2
RESOLUTION NO. 09-28
Sec_ Notice: The City shall give notice of the time and piace of the Public
Hearing to all property owners within the District by causing the publishing
of this resolution once in the local newspaper not less than ten (10) days
before the date of the public hearing, and by posting a copy of this
resolution on the official bulletin board customarily used by the City
Council for the posting of notices pursuant to the Act. For fiscal year
2009/10, no new or increased assessments are proposed and a mailing of
a notice and ballot to property owners is not required.
Section 9 The City Clerk is hereby authorized and directed to give notice of such
hearing as provided by law.
PASSED, APPROVED, AND ADOPTED THIS 7T" DAY OF MAY, 2009.
STATE OF CALIFORNIA)
COUNTY OF RIVERSIDE) ss.
CITY OF PALM DESERT)
ROBERT A. SPIEGEL, MAYOR
CITY OF PALM DESERT, CALIFORNIA
I, Rachelle D. Klassen, City Clerk of the City of Palm Desert, County of Riverside, State
of California do hereby certify that the foregoing Resolution No. 09-28 was regularly
adopted by the City Council of said City of Palm Desert at a special meeting of said
Council held on the 7th day of May, 2009, by the following vote:
AYES: BENSON, FERGUSON, KELLY, and SPIEGEL
NOES: NONE
ABSENT: FINERTY
ABSTAINED: NONE
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
3
RESOLUTION NO. 09-43
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, AMENDING ANDIOR APPROVING THE FINAL ENGINEER'S ANNUAL
LEVY REPORT FOR THE CONSOLIDATED PALM DESERT LANDSCAPING AND
LIGHTING DISTRICT, FISCAL YEAR 2009110
The City Council of the City of Palm Desert (hereafter referred to as the "City Council") does resolve as
follows:
WHEREAS, The City Council, pursuant to the provisions of Part 2 of Division 15 of the California
Streets and Highways Code, did by previous Resolution order the Engineer, Willdan Financial Services, to
prepare and file a report in accordance with Article 4 of Chapter 1 of Part 2 of Division 15 of the California
Streets and Highways Code, commencing with Section 22565, in connection with the proposed levy and
collection of assessments for the Consolidated Palm Desert Landscaping and Lighting District (hereafter
referred to as the"District")for the fiscal year commencing July 1, 2009 and ending June 30, 2010; and,
WHEREAS, The Engineer has prepared and filed with the City Clerk of the City of Palm Desert and
the City Clerk has presented to the City Council such report entitled "Engineer's Annual Levy Report,
Consolidated Palm Desert Landscaping and Lighting District, Fiscal Year 2009/10" (hereafter referred to as
the"ReporY'); and,
WHEREAS, The City Council has carefully examined and reviewed the Report as presented, and is
satisfied with each of the items and documents as set forth therein, and finds that the levy of assessments
have been spread in accordance with the special benefits received from the improvements, operation,
maintenance and services to be performed, as set forth in said Report.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL
FOR THE DISTRICT,AS FOLLOWS:
Section 1 The above recitals are true and correct.
Section 2 The Report as presented, consists of the following:
a) A Description of the District and Improvements.
b) The Annual Budget (Costs and Expenses of Services, Operations and
Maintenance).
c) A Description of the Method of Apportionment resulting in an Assessment
Rate per Levy Unit for each Zone within said District for Fiscal Year
2009/10.
Section 3 The Report as presented, is hereby approved (as presented or amended as
applicable), and is ordered to be filed in the Office of the City Clerk as a permanent record and to
remain open to public inspection.
Section 4 The City Clerk shall certify to the passage and adoption of this Resolution and the
minutes of this meeting shall so reflect the presentation and final approvai of the Report.
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City Council, held on this
day of , 2009.
AYES:
NOES:
ABSENT:
ABSTAINED:
Robert A. Speigel, Mayor
City of Palm Desert, California
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert, California
2
RESOLUTION NO. 09-44
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT ORDERING
THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN THE CONSOLIDATED
PALM DESERT LANDSCAPING AND LIGHTING DISTRICT, FISCAL YEAR 2009110
The City Council of the City of Palm Desert (hereafter referred to as the "City Council") does resolve as
follows:
WHEREAS, The City Council has by previous Resolutions initiated proceedings and declared its
intention to levy special benefit assessments against parcels of land within the Consolidated Palm Desert
Landscaping and Lighting District(hereafter referred to as the"DistricY')for the fiscal year commencing July 1,
2009 and ending June 30, 2010; pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part
2 of Division 15 of the California Streets and Highways Code, commencing with Secfion 22500 (hereafter
referred to as the "Act") to pay the costs and expenses of operating, maintaining and servicing landscaping,
lighting and appurtenant facilities located within the District; and,
WHEREAS, The Engineer selected by the City Council has prepared and filed with the City Clerk,
and the City Clerk has presented to the City Council an Engineer's Annual Levy Report(hereafter referred to
as the "Report") in connection with the proposed levy and collection of special benefit assessments upon
eligible parcels of land within the District, and the City Council did by previous Resolution approve such
Report; and,
WHEREAS, The City Council desires to levy and collect assessments against parcels of land within
the District for the fiscal year commencing July 1, 2009 and ending June 30, 2010, to pay the costs and
expenses of operating, maintaining and servicing landscaping and street lighting improvements and
appurtenant facilities located within the Distnct, and for which assessed properties receive special benefit.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE CITY COUNCIL
FOR THE DISTRICT,AS FOLLOWS:
Section 1 Following notice duly given, the City Council has held a full and fair Public Hearing
regarding the District, the levy and collection of assessments, the Engineer's Annual Levy Report
prepared in connection therewith, and considered any oral and written statements, protests and
communications made or filed by interested persons regarding these matters.
Section 2 Based upon its review (and amendments, as applicable) of the Report, a copy of
which has been presented to the City Council and which has been filed with the City Clerk, the City
Council hereby finds and determines that:
a) The land within the District will receive special benefit by the operation,
maintenance and servicing of landscaping, lighting, and appurtenant facilities
within the boundaries of District.
b) District includes all of the lands receiving such special benefit.
c) The net amount to be assessed upon the lands within the District is in accordance
and apportioned by a formula and method which fairly distributes the net amount
among eligible parcels in proportion to the special benefit to be received by each
parcel from the improvements and services for the fiscal year commencing July 1,
2009 and ending June 30, 2010.
Section 3 The Report and assessment as presented to the City Council and on file in the office
of the City Clerk comply with the applicable provisions of the California State Constitution Article
XIIID and are hereby confirmed as filed.
Section 4 The maintenance, operation and servicing of the improvements and appurtenant
facilities shall be performed pursuant to the Act. The City Council hereby orders the proposed
improvements to be made, which improvements are briefly described as the installation,
maintenance, operation, administration and servicing of the landscaping and lighting improvements
including turf, ground cover, shrubs and trees, irrigation systems, street lighting, water features,
ornamental lighting, entry monuments,drainage systems and all appurtenant facilities related thereto.
Section 5 The County Auditor of Riverside County shall enter on the County Assessment Roll
opposite each eligible parcel of land the amount of levy, and such levies shall be collected at the
same time and in the same manner as the County taxes are collected, pursuant to Chapfer 4, Article
2, Section 22646 of the Act.After collection by the County,the net amount of the levy shall be paid to
the City Treasurer.
Section 6 The City Treasurer shall deposit all money representing assessments collected by
the County for the District to the credit of a fund for the Consolidated Palm Desert Landscaping and
Lighting District, and such money shall be expended only for the maintenance, operation and
servicing of the landscaping, lighting and appurtenant facilities as described in Section 4.
Section 7 The adoption of this Resolution constitutes the District levy for the fiscal year
commencing July 1, 2009 and ending June 30, 2010.
Section 8 The City Clerk, or their designate, is hereby authorized and directed to file the levy
with the County Auditor upon adoption of this Resolution.
2
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Palm Desert City Council, heid on this
day of , 2009.
AYES:
NOES:
ABSENT:
ABSTAINED:
Robert A. Speigel, Mayor
City of Palm Desert, California
ATTEST:
RACHELLE D. KLASSEN, City Clerk
City of Palm Desert, California
3
CITY OF PALM DESERT
ENGINEER'S ANNUAL LEVY REPORT
Consolidated Palm Desert
Landscaping And Lighting District
Fiscal Year 200912010
INTENT MEETING: May 7, 2009
PUBLIC HEARING: June 11,2009
���W I L L DA N extending
your
Financial Services reach
. �. , - • • . , .
27368 Via lndustria Lancaster,CA Phoenix,AZ
Suite 110 Oakland, CA Orlando, FL
Temecula, CA 92590 Sacramento, CA Memphis, TN
TeL•(951)587-3500
TeL• (800)755-6864
Fax:(951)587-3510
www.willdan.com
ENGINEER'S REPORT AFFIDAVIT
Establishment of Annual Assessments for the:
Consolidated Palm Desert Landscaping and Lighting District
City of Palm Desert
Riverside County, State of California
This Report identifies the parcels within the District and the relevant zones therein, as they existed at
the time of the passage of the Resolution of Intention. Reference is hereby made to the Riverside
County Assessor's maps for a detailed description of the lines and dimensions of parce�s within the
District.The undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this day of , 2009.
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Palm Desert
By:
Adina Vazquez, Senior Project Manager
District Atlministration Services
By:
Richard Kopecky
R. C. E.#16742
TABLE OF CONTENTS
I. OVE RVI EW.....................................................................................................................................1
A. Introduction..........................................................................................................................1
B. Compiiance with the Current Legislation..........................................................................2
C. General Description of the District and Services..............................................................2
II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES...................................................5
III. METHOD OF APPORTIONMENT................................................................................................16
A. General...............................................................................................................................16
B. Bene�t Analysis.................................................................................................................16
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.................................................................................26
APPENDIX B—2009110 ASSESSMENT ROLL..................................................................................30
Consolidated Palm Desert Lantlscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
I. Overview
A. Introduction
The City of Palm Desert (hereafter referred to as "City") annually levies and collects special
assessments in order to provide and maintain improvements within the Consolidated Palm Desert
Landscaping and Lighting Maintenance Assessment District(hereafter referred to as the "DistricY').
The District was formed in 1993, through the consolidation of several individual landscaping and
lighting maintenance districts that previously existed within the City. The original districts and
subsequent annexations of various territories and developments to the Consolidated District are
identified as separate Zones and/or Sub-zones (hereafter referred to jointly as "Zones"). The
District and the Zones therein have been established and are levied annual assessments pursuant
to the Landscaping and Lighting Act of 1972, Pa�t 2 of Division �5 of the Califomia Streefs and
Hiqhways Code(hereafter referred to as the"1972 Act").
This Engineer's Annual Levy Report (hereafter referred to as the "Report") describes the District
and improvements, any proposed changes to the District or improvements and the proposed
budgets and assessments for Fiscal Year 2009/10. The proposed assessments are based on the
City's estimated cost to maintain the improvements that provide special benefit to properties within
the District. The various improvements within the District and the costs of those improvements are
identified and budgeted separately for each Zone, including the expenditures, deficits, surpluses,
revenues, and reserves.
The word "parcel,"for the purposes of this Report, refers to an individual property assigned its own
Assessment Number by the Riverside County Assessor's Office. The Riverside County
Auditor/Controller uses Assessment Numbers and specific Fund Numbers, to identify on the tax
roll, properties assessed for special district benefit assessments. Each parcel within a Zone is
assessed proportionately for only those improvements provided in that Zone from which the parcel
receives special benefit.
At a noticed Public Hearing, the City Council will consider all testimony and written comments
presented and may direct any necessary modifications to the Report and approve the Report as
submitted or amended. Following approval of the Report, the City Council by resolution, shall order
the improvements to be made, and confirm the levy and collection of assessments pursuant to the
1972 Act. The assessment rates and method of apportionment described in this Report as
approved by the City Council defines the assessments to be applied to each parcel within the
District for Fiscal Year 2009/10. The assessments as approved will be submitted to the Riverside
County Auditor/Controller to be included on the property tax roll for each parcel for the fiscal year.
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B. Compliance with the Current Legislation
The City Council annually conducts a public hearing to accept public comments and testimony, to
review the Report and adopt the annual assessments to be levied on the County tax roll for the
fiscal year. The assessments described in this Report and subsequently approved by the City
Council have been prepared in accordance with the 1972 Act and in compliance with the provisions
of the California Constitution, Artic%XlllD(hereafter referred to as the "Article XIIID"), which was
enacted by the passage of Proposition 218 in November 1996.
In compliance with the provisions of Article XIIID, in Fiscal Year 1997/98, the City conducted
property owner ballot proceedings for the special benefit assessments applicable to each of the
existing Zones within the District. At that time, the assessments presented to property owners
included the assessment range formula previously established for the District and described in this
Report. Upon tabulation of the ballots returned, it was determined that majority protest did not exist
and the City Council approved and adopted the assessments and assessment range formula
balloted and approved by the property owners. Similar proceedings have been conducted for all
new or increased assessments including any annexations to the District.
C. General Description of the District and Services
The City annually levies and collects assessments in order to maintain and service various
improvements within the District. For Fiscal Year 2009/10, the District is comprised of thirty-three
(33)separate benefit Zones, each funding specific improvements and services.
The District provides for the maintenance and operation of local landscaping and lighting
improvements and associated appurtenances located within the public right-of-ways and dedicated
landscape easements. The improvements and the annual costs of those improvements are
identified and budgeted separately for each Zone, including the expenditures, deficits, surpluses,
revenues, and reserves.
The improvements provided and for which parcels are levied special benefit assessments within
the District can be categorized as three(3) improvement types.
1. Local street lighting (residential street lighting associated with the properties within the Zone
and specific subdivisions).
2. Local landscaping improvements including parkways, perimeters, entryways, local medians,
and internal landscaped amenities.
3. Special Zone services including tree trimming, graffiti and weed abatement and landscape
maintenance of flood control areas (retention and detention basins).
The costs associated with the improvements authorized by the provisions of the 1972 Act are
equitably spread among the benefiting parcels in proportion to the special benefit they receive.
Only parcels that receive special benefits from the improvements are assessed, and each Zone
consists of parcels that benefit from those specific improvements.
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Landscape improvements maintained by the District and associated with each Zone were either
installed as a condition of development or were installed for the benefit of the properties assessed.
The landscape improvements associated with each Zone may include, but are not limited to: open
space areas; medians; parkways; slopes; retention or detention basin areas; and public right-of-
ways or easements that provide special benefits to the parcels. These improvements may include,
but are not limited to: turf, ground cover, shrubs antl trees, irrigation systems, decorative lighting,
water features, entry monuments, drainage systems, hardscapes and associated appurtenances.
Similar to landscape improvements, street lighting improvements funded through District
assessments were installed for the benefit of properties within each of the Zones and the
assessments provide for the maintenance, operation and energy costs related to those street light
improvements.
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The following table lists the Zones and Sub-zones within the District and a summary of the parcels
for Fiscal Year 2009/10.
BENEFIT ZONES
Assessable
Zone Number Zone Name Total Parcels Parcels Total EBU
Zone#2 Can on Cove 225 222 222.00
Zone#3 Vine ards 147 132 133.20
Zone#4 Parkview Estates 175 172 172.00
Zone#5 Cook&Country Club:
Sub-Zone#5 DM Desert Mirage 29 29 29.00
Sub-Zone#5 SC Sandcastles 41 41 41.00
Sub-Zone#5 PR Primrose 2 37 37 37.00
Zone#6 Hovley Lane:
Sub-Zone#6 MM Monterey Meadows 40 40 40.00
Sub-Zone#6 HG The Glen 16 16 16.00
Sub-Zone#6 HE Hovley Estates 17 16 16.00
Sub-Zone#6 S1 Sonata I 16 16 16.00
Sub-Zone#6 S2 Sonata II 94 94 94.00
Sub-Zone#6 HC Hovley Collection 38 38 38.00
Sub-Zone#6 L1 La Paloma I 17 16 16.00
Sub-Zone#6 L2 La Paloma II 19 16 16.00
Sub-Zone#6 L3 La Paloma III 17 15 15.00
Sub-Zone#6 SP Sandpiper Court 19 16 16.00
Sub-Zone#6 SW Sandpiper West 16 16 16.00
Sub-Zone#6 HW Hovley Court West 16 16 16.00
Sub-Zone#6 DB Diamondback 22 20 20.00
Sub-Zone#6 PC Palm Court 24 20 20.00
Zone#7 Warin Court 16 16 16.00
Zone#8 Palm Gate 37 37 37.00
Zone#9 The Grove 105 105 105.00
Zone#11 Portola Place 23 23 23.00
Zone#13 Palm Desert Count Club 1,864 1,818 2,326.63
Zone#14 K&B at Palm Desert 165 163 163.00
Zone#15 Can on Crest 71 67 67.00
Zone#16 Shepard Lane:
Sub-Zone#16 CV College View Estates I� 32 32 32.00
Sub-Zone#16 SD Sundance West 32 32 32.00
Sub-Zone#16 CV1 College View Estates I 32 32 32.00
Sub-Zone#16 P1 Petunia l 32 32 32.00
Sub-Zone#16 SE Sundance East 14 14 14.00
Sub-Zone#16 BD The Boulders 16 16 16.00
Total District 3,464 3,375 3,884.83
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II. SPECIFIC IMPROVEMENTS AND SPECIAL BENEFIT ZONES
The boundaries of each Zone, the location of improvements and special benefit received by the
properties and property owners within each Zone are described in this section of the Report. In any
given fiscal year, City staff will determine the scope of work for each Zone as assessment
revenues allow. Any necessary reductions in the scope of work will likely include, but are not
limited to; the frequency of mowing and edging turf areas; the application of fertilizers and aeration
of turf; trimming and pruning of shrubs, trees and ground cover;trash pick-up in landscaping areas;
and weed and litter control. The allocation of special benefit and general benefit of the
improvements provided within the District are summarized in the Method of Apportionment section
of this Report and are identified in the budget for each Zone. A description of the District
improvements and the level of annual service each Zone will receive are provided in the following:
Zone#2(Canyon Cove):
Zone #2 includes Tracts 11636-1, 2, 3, & 4 and Tract 23485, generally located South of Deep
Canyon Tennis Club, North of Haystack Road, West of Marrakesh Country Club, and East of
Highway 74. The streets within the Zone include Ambrosia Street, Sweetbrush Lane, Deer Grass
Drive, Lotus Court, Calliandra Street, Aber Street and Alamo Drive.
These parcels benefit from the maintenance and operation of street �ighting encompassing the
streets within the Zone, the landscaped parkway along the East side of Highway 74 and the
landscaped areas on the North side of Haystack Road, adjacent to the above mentioned tracts and
installed as part of these residential developments.
The interior local street lighting has been identified and allocated as 100% special benefit with no
general benefit allocation. The parkway landscaping along Highway 74 has been identified as
100% special benefit to the parcels within the Zone. However, it has been determined that the
landscaped median on Haystack Road (although installed as part of the development) not only
provides a special benefit to properties within Canyon Cove, but also provides a general benefit.
The proportionate general benefit of this improvement has been identified and eliminated from the
Zone assessments. Although there is a general benefit component, the majority (83%) of the
median landscaping on Haystack Road is a flood control channel and was required for
development of the homes within Canyon Cove. Therefore, pursuant to Article XII�D Section 5a
(assessments used to fund flood control and drainage systems) the majority of the costs for this
landscaped area could be considered exempt. However, in recognition of the general benefit this
improvement area provides and the previous assessments applied to properties within the Zone, it
was determined that the City would fund a large portion of the costs associated with this
landscaped median area. Refer to the budget section of this Report for details on the allocation of
benefit and related assessments.
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Zone#3(Vineyards):
Zone #3 consists of the parcels in Tracts 12181-1 and 12181-2 on the West side of Portola
Avenue. The streets within the Zone include Martini Court, Heitz Court, Mondavi Court, Callaway
Court, Stony Hill Court, Masson Street, Krug Avenue, Sebastian Way, and San Pasqual
Avenue/Rutledge Way.
These parcels receive special benefits from the operation and maintenance of street lighting
improvements within the Zone boundaries and the landscaped area along the West side of Portola
Avenue,from the northern boundary to the southern boundary of the two tracts.
Both the street lighting and landscape improvements identified for this Zone were installed as part
of the residential development and the ongoing maintenance and operation of these improvements
provide special benefits to properties within the Zone. It has further been determined that these
improvements were instalied and are maintained solely for the benefit of properties within the Zone
and the improvements provide no measurabie benefit to properties outside the Zone. Any benefit
conveyed to other properties or to the public at large (general benefit) is incidental. Therefore, both
the interior tract street lighting and the parkway (perimeter) landscaping costs have been identified
and apportioned 100%as a special benefit to the parcels within the Zone.
Zone#4(Parkview Estates):
Zone#4 consists of the parcels in Tract 8237, South of Magnesia Falls Drive, North of Fred Waring
Drive, West of Deep Canyon Road, and East of Portola Avenue.
These parcels receive special benefits from the operation and maintenance of street lighting along
Primrose Drive, Desert Star Boulevard, Vanda Circle, Palmilla Circle, Myrsine Avenue, Gazania
Place, Rutledge Avenue, Buttonwood Drive, Silktree Lane, Santolina Drive, Balsam Lane, and Erin
Street. The street lighting improvements were installed as part of the residential development and
are considered a special benefit to the properties within the development(i.e., Zone). The ongoing
operation and maintenance of interior residential street lighting provides no measurable general
benefit to properties outside the Zone or to the public at large. To the extent that some streetlights
associated with the Zone are located on the perimeter of the residential development and provides
direct illumination to parcels outside the Zone, a portion of the maintenance costs has been
identified as a general benefit. This Zone has twenty interior streetlights and five perimeter
streetlights resulting in an allocation of the Zone costs as 90% special benefit and 10% general
benefit.
Zone#5(Cook and Country Club):
Zone #5 consists of three (3) separate residential subdivisions identified as Sub-zones. These
three Sub-zones are known and identified as the Desert Mirage (Tract 25639), Sandcastles (Tract
21338-1), and Primrose 2 (Tract 25436). Each of these Sub-zones has specific focal improvements
maintained by the District that were installed as part of these residential developments.
These three subdivisions were originally part of a larger Zone known as Cook and Country Club
and were proportionately assessed for median landscaping in the area as well as their local (tract
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specific) improvements. In fiscal year 1997/98 it was determined that the median landscaping in
the Cook and Country Club area was largely a general benefit and this portion of the assessment
was eliminated. However, it was determined that the parcefs within these three (3) Sub-zones
receive special benefit from tract specific improvements maintained by the District, and each parcel
within the respective Sub-zones should continue to be assessed proportionately for the cost of
services associated with those local improvements.
Upon review of the specific street lighting improvements associated with each of these Sub-zones,
the street lighting facilities have been identified as interior tract streetlights. These streetlights
provide little or no direct illumination to parcels outside the Sub-zones and therefore the costs of
maintaining these improvements are allocated as 100%special benefit with no general benefit.
Upon review, it has been determined that 15% of the improvements within the Desert Mirage Sub-
Zone are of a general benefit to those properties outside of the Sub-zone. Therefore, this
percentage of the costs of maintaining the Sub-zone has been removed from the assessment and
must be funded from other sources.
The property owners in Sub-zone known as Desert Mirage were balloted in Fiscal Year 2004I05 for
an increase in their maximum assessment rates. The proposed levy increase would funtl new
maintenance costs required after the City of Palm Desert renovated the improvements with water
efficient landscaping and irrigation systems. Majority protest did not exist, therefore the City will
move forward with the plans to renovate the improvements in the Desert Mirage Sub-zone. Refer
to the budget for Zone 5 in Section IV of this Report for specifics regarding the proposed
assessment for the current fiscal year and the maximum assessment.
Zone#6(Hovley Lane):
Parcels within this Zone are located generalfy East of Monterey Avenue and West of Portola
Avenue and includes parcels and tracts along Hovley Lane West. Zone 6 includes the following
subdivisions and Sub-zones;
• Monterey Meadows (Tracts 21791 and • La Paloma 2(Tract 24773)
22741) • La Paloma 3(Tract 29045)
• The Glen(Tract 25217) • Sandpiper Court(Tract 27370)
• Hovley Estates(Tract 24591) • Hovley Court West(Tract 29585)
• Sonata 1 (Tract 23982) • Sandpiper West(Tract 29579)
• Sonata II (Tracts 24254-1,2,3) • Diamondback Road(Tract 29893)
• Hovley Collection(Tract 24603) • Palm Court(Tract 25373)
• La Paloma 1 (Tract 24773-1)
The parcels within each of the fourteen (14) Sub-zones of Zone 6 (Hovley Lane) receive benefit
from various improvements that were installed as part of the separate residential developments
and are specific to each tract and subdivision. The assessment for each Sub-zone funds and
provides for the parkway landscaping improvements adjacent to each tract along Hovley Lane as
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well as specific in-tract improvements. The in-tract improvements may include street lighting; dry
well and retention basin landscape maintenance; and landscaping of additional parkway areas. The
improvements within Zone 6 include street lighting on Clover Lane, Meadow Lane, Hovley Lane
West, Centennial Circle, Posada Court, Via Fonda, Sonata Court, Avenida Arcadia, Avenida
Solana, Sandpiper Court, Avenida Rosario, Sandpiper Court West Hovley Court, Diamondback
Road, and Palm Court; landscaped parkways along Hovley Lane West, Monterey Avenue, Portola
Avenue and landscaped retention basins located within Hovley Estates, Hovley Collections, La
Paloma 1, La Paloma 2, Sandpiper Court, and Sandpiper Court West,
Upon review of the specific street lighting improvements associated with each of these Sub-zones,
the street lighting facilities have been identified as tract specific streetlights. To the extent that
some streetlights associated with the Glen, Sonata I and Hovley West Sub-zones are locatetl on
the perimeter of the development and provide direct illumination to parceis outside the subdivision,
a portion of the maintenance costs 15% have been identified as a general benefit component.
Therefore, the cost of maintaining the street light improvements is allocated as 85% special benefit
to properties within these Sub-zones.
Similarly, it has been determined that a portion of the parkway landscape improvements associated
with the Glen, Sonata I and Hovley West Sub-zones provide a general benefit to properties outside
of these Sub-zones. Therefore, 15% of the costs of maintaining these landscaped areas has been
removed from the assessments and will be funded from other sources. The landscape
improvements associated with each of the remaining Sub-zones provide no measurable general
benefit to properties outside the Zone or to the public at large, and therefore, their specific local
landscaping improvements and the corresponding assessments have been identified 100°/a as a
special benefit to parcels within the Sub-zones.
The property owners in the nine (9) Sub-zones known as The Glen, Hovley Estates, Sonata I,
Sonata II, La Paloma I, Sandpiper Court, Sandpiper West, Hovley West and Hovley Collection,
were balloted in Fiscal Year 2004/2005 for an increase in their maximum assessment rates. In
conjunction with the assessment increase, the City proposed to renovate the existing
improvements with more water efficient landscaping and modifications to the irrigation system.
For seven (7) of the nine (9) Sub-zones balloted, majority protest did not exist and the City will
move forward with the plans to renovate the improvements in those Sub-zones. However, majority
protest existed in Hovley West and Hovley Collection, and the proposed assessment increase for
these two Sub-zones will not be imposed. Without the additional maintenance funding, the City will
not be able to renovate the improvements for these two Sub-zones, but will continue to maintain
the existing improvements at a level of service compensatory with the available assessment
revenues at the existing assessment rates. Refer to the budgets for Zone 6 in Section IV of this
Report for specifics regarding the proposed assessment for the current fiscal year and the
maximum assessment.
In Fiscal Year 2004/2005 the Palm Court Sub-zone was annexed to Zone 6 through property
owner protest hearing proceedings. Upon conclusion of a noticed Public Hearing, it was
determined that a majority protest did not exist. Upon review of the specific improvements
associated within this Sub-zone, benefit conveyed to other properties or to the public at large
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(general benefit) has been determined by comparison to be incidental. Therefore, the costs of the
on-going operation and maintenance of the improvements have been identified and apportioned
100%as a special benefit to the parcels within the Sub-zone.
Zone#7 (Vllaring Court):
Zone 7 consists of Tract 25304, North of Fred Waring Drive and East of Phyllis Jackson Lane.
These parcels receive special benefit from the ongoing maintenance of landscaped parkways
along Fred Waring Drive and Phyllis Jackson Lane adjacent to the tract. The improvements were
installed as part of the residential development and it has been determined that the operation and
maintenance of the landscape improvements provide no measurable general benefit to other
properties outside the Zone or to the public at large. Therefore, the local landscaping
improvements associated with this Zone and the costs of providing these improvements have been
identified as 100%special benefit to parcels within Zone 7.
Zone#8(Paim Gate�:
Zone 8 consists of the parcels in Tract 24287 located East of Deep Canyon Road, and North of
Fred Waring Drive, on Coral Bells Circle, Daylily Circle, and Moss Rose Drive.
These parcels receive benefit from the maintenance and operation of local street lighting at the
entrances to the development at the corners of Deep Canyon Road and Coral Bells Circle, Daylily
Circle, and Moss Rose Drive. These parcels also receive special benefit from the maintenance of
the landscaped parkways adjacent to the development on Deep Canyon Road.
Both the street lighting and landscape improvements identified for this Zone were installed as part
of the residential development and the ongoing maintenance and operation of these improvements
provide special benefit to properties within the Zone. It has been determined that these
improvements were installed and are maintained solely for the benefit of properties within the Zone
and provide no measurable benefit to properties outsitle the Zone or to the public at large.
Therefore, both the interior tract street lighting and the parkway(perimeter) landscaping costs have
been identified and apportioned 100%as a special benefit to the parcels within the Zone.
In conjunction with a proposed renovation and upgrade of the existing landscape improvements the
property owners in Zone 8 were balloted in Fiscal Year 2004/05 for an increase in their maximum
assessment rates. Majority protest existed and the maximum assessment rate will not be increasetl
over the amount previously approved for the Zone, Since the assessment increase was not
approved the City will not move forward with the proposed renovations, but will continue to
maintain the existing improvements at a level of service compensatory with the available
assessment revenues. Refer to the budget for Zone 8 in Section IV of this Report for specifics
regarding the proposed assessment for the current fiscal year and the maximum assessment.
Zone#9 (The Grove):
Zone 9 consists of the parcels in Tract 24984 South of Goleta Avenue and West of Deep Canyon
Road.
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These parcels receive special benefits from the improvements and maintenance of street lighting at
the entrance to the development at the corner of Deep Canyon Road and Royal Canyon Lane as
well as interior street lighting on Kings Canyon Lane, Indian Canyon Lane, Hazel Canyon Lane,
and Royal Canyon Lane. These parcels also receive special benefits from the improvements and
maintenance of parkway landscaping adjacent to the tract on Deep Canyon Road, and interior
landscaping, including an entryway median, parkway landscaping and palm tree trimming within
the public right-of-ways on Royal Canyon Lane that were installed as part of the residential tract
development.
Both the street lighting and landscape improvements identified for this Zone were installed as part
of the residential tract development and the ongoing maintenance and operation of these
improvements provide special benefit to properties within the Zone. It has further been determined
that these improvements were installed and are maintained solely for the benefit of properties
within the Zone and the improvements provide no measurable benefit to properties outside the
Zone or to the public at large. Therefore, both the tract street lighting and the landscaping costs
(parkways and interior landscaping) have been identified and apportioned 100% as a special
benefit to the parcels within the Zone.
As part of the overall landscaping costs for this Zone, specialized maintenance (palm tree
trimming) is budgeted separately as this seNice is not covered under the regular maintenance
contract the City has with its landscape contractor. However, like other landscape maintenance
within the Zone this service benefits only the properties within the Zone and has been identified as
100%special benefit.
Zone#11 (Portola Place):
Zone 11 is generally located South of Santa Rosa Way antl East of Portola Avenue and consists of
the parcels in Tract 27692.
These parcels receive special benefits from the servicing and maintenance of the landscaped
parkways adjacent to the tract on Portola Avenue and Santa Rosa Way, and interior tract
landscaping on Olive Court installed as part of the residential development.
The developer (D & F Development) was conditioned to form the necessary District Zone for the
public improvements that would be installed as part of subdivision tract 27692. In a letter to the City
dated April 4, 1994, the developer (sole owner of the property at that time) requested inclusion of
the parcels within the tract into the District and to be assessed annually for the cost of maintaining
the improvements. This letter constitutes a 100% landowner petition pursuant to Article XIIID and
supports a position that the assessments imposed prior to July 1, 1997 were exempt from the
requirements of Article XIID.
Although the assessments for these improvements were identified as exempt in fiscal Year
1997/98 and not subject to the procedural requirements of a protest balloting procedure, the
improvements and the related assessments for this Zone were identified as 100%special benefit. It
has been determined that the ongoing operation and maintenance of the improvements provide no
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Engineer's Report, Fiscal Year 2009110
measurable general benefit to other properties outside the Zone or to the public at large. Therefore,
these improvements, the corresponding assessments and the annual inflationary adjustment
previously approved by landowner petition are in compliance with the substantive requirements of
the proposition. However, any future increases to the assessments wiil require property owner
ballot proceedings.
Zone#13(Palm Desert Country Club):
Zone 13 is located generally South of Hovley Lane East, North of Fred Waring Drive, West of
Warner Trail, and West of Washington and is commonly referred to as the Palm Desert Country
Club area.
The parcels within this Zone receive special benefits from the servicing and maintenance of
entryway landscaping on State Street and Washington Avenue, parkway landscaping along Fred
Waring Drive and local residential street lighting within the Zone.
Parcels within Zone 13 were annexed into the City in Fiscal Year 1994/95. Prior to City annexation
the local improvements within this Zone were assessed and collected by the County through a
County Service Area (CSA). When the properties were annexed to the City, the City established
this territory as Zone 13 within the District and the CSA fund balance was transferred to the Zone
13 account. For the first two years, the City used the fund balance to fully cover the annual cost of
providing the improvements. In Fiscal Year 1996/97 the remaining fund balance was designated as
reserves and the District levied its first annual assessment for the Zone. Because the reserve fund
balance was greater than the amount typically held in reserves, the City Councit determined that a
portion of the reserves would be used each year to offset the annual expenditures thereby allowing
the annual assessments to remain fairly constant and also gradually reduce the reserve fund to
normal levels. In Fiscal Year 1997/98, in compliance with Article XIIID, a property owner ballot
proceeding was conducted to approve the existing annual assessment. At that time, the property
owners approved the proposed assessment amount plus an annual inflation adjustment. The
assessment amount approved by the property owners was based on the continued policy of
utilizing reserve fund contributions to offset the actual expenses for the Zone.
In Fiscal Year 1999/00, property owners within Zone 13 were re-balloted for an increased
assessment to cover the maintenance costs associated with the new landscaping improvements to
be installed on Fred Waring Drive. Property owners were balloted for an amount sufficient to cover
the actual Zone expenses, although a portion of the existing reserves continued to be used to
reduce the annual assessments. Refer to the budget for Zone 13 in Section IV of this Report for
specifics regarding the proposed assessment for the current fiscal year and the maximum
assessment.
The street lighting and landscape improvements assessed within this Zone clearly provide special
benefits to properties within the Zone. It has been determined that the improvements were installed
and are maintained solely for the benefit of properties within the Zone and the improvements
provide no measurable benefit to properties outside the Zone or to the public at large. Therefore,
both the street lighting and the landscaping costs (parkways and interior landscaping) have been
identified and apportioned 100%as a special benefit to parcels within the Zone.
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Zone#14(K 8 B at Palm Desert):
Zone 14 is located generally North of Frank Sinatra Drive, West of Portola Avenue, East of
Monterey Avenue and South of Gerald Ford Drive. The Zone includes the parcels in Tracts 28258
and 28258-1.
The properties within the boundaries of Zone 14 benefit from street lighting within the deve�opment
located on Drexell Drive, Heatherwood Drive, Emerson Drive and Jamerson Road, and Colebridge
Street, as well as landscaping associated with the retention basin area located on Heatherwood
Drive and dry well areas within the subdivisions installed by the developer as part of the residential
development.
In conjunction with a proposed renovation and upgrade of the existing landscape improvements,
the property owners in Zone 14 were balloted in Fiscal Year 2004/05 for an increase in their
maximum assessment rates. Majority protest did not exist, and based on the approval of the new
assessment rate, the City will move forward with the plans to renovate the improvements with more
water efficient landscaping and modifications to the irrigation system. Refer to the budget for Zone
14 in Section IV of this Report for specifics regarding the proposed assessment for the current
fiscal year and the maximum assessment.
It has been determined that fifteen percent (15%) of the improvements within the K & B Sub-Zone
are of a general benefit to those properties outside of the Sub-zone. Therefore, this percentage of
the costs of maintaining the Sub-zone has been removed from the assessment and must be
funded from other City funding sources.
Zone#15(Canyon Crest):
Zone 15 consists of Tract 25102-1 and 25102 generally located east of Deep Canyon Road, south
of the Whitewater River Channel, north of Moss Rose Drive, and west of the Palm Desert High
School. This Zone was established and annexed to the District on March 11, 1999 pursuant to the
Act and a property owner ballot proceeding.
These parcels receive special benefit from the operation and maintenance of landscaped parkways
along the east side of Deep Canyon Road from Magnesia Falls (Whitewater River Channel), south
to the end of the development (approximately 100 feet north of Buttonwood Drive); perimeter
landscaping along the Whitewater River Channel (the northern boundary of the development and
District) from Deep Canyon Road eastward to the western boundary of the development
(approximately 675 linear feet of the total 1275 feet is landscaped).
The improvements for this Zone were installed as part of the residential developments. It has been
tletermined that the ongoing operation and maintenance of the landscape improvements provide
no measurable general benefit to other properties outside the Zone or to the public at large.
Therefore, the local landscaping improvements associated with this Zone and the associated
annual costs have been identified as 100% special benefit to parcels within Zone 15. Refer to the
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budget for Zone 15 in Section IV of this Report for specifics regarding the proposed assessment for
the current fiscal year and the maximum assessment.
Zone#16(Shepard Lane):
Zone #16 consists of six (6) separate residential subdivisions identified as Sub-zones. These six
Sub-zones are known and identified as College View Estates I (Tract 29444), College View Estates
II (Tract 30087), Sundance West (Tract 30216), Sundance East (Tract 30503), Petunia l (Tract
30025), and Boulders (Tract 30030). Each of these Sub-zones has specific local improvements
maintained by the District that were installed as part of these residential developments.
There are several residential subdivisions within the area known as Shepherd Lane. The parcels
within each of the six (6) Sub-zones of Zone 16 (Shepard Lane) receive benefit from various
improvements that were installed as part of the separate residential developments and are specific
to each tract and subdivision. Perimeter landscaping for the Shepherd Lane residential
developments incfudes parkway/perimeter landscaping on the west side of Portola Avenue
between Frank Sinatra Drive and Gerald Ford Drive, as well as landscaping on the north side of
Frank Sinatra Drive and the south side of Gerald Ford Drive on either side of Shepherd Lane.
These improvements benefit the property development within the Shepherd Lane area and each
residential subdivision is assessed a proportional share of the costs associated with these
landscaped areas as well as specific in-tract improvements.
Specific in-tract improvements include:
Sub-Zone College View Estates I:
• This Sub-zone's proportional benefit of parkway/perimeter landscaping along the west
side of Portola Avenue adjacent to the residential subdivision (generally between
Frank Sinatra Drive and Gerald Ford Drive);
• Parkway landscaping along both sides of Shepherd Lane adjacent to the residential
subdivision (generally between Frank Sinatra Drive and Gerald Ford Drive);
• Streetlights within the residential subdivision and/or adjacent to the subdivision on both
the east and west sides of Shepherd Lane and the west side of Portola Avenue
installed as part of the residential subdivision.
Sub-Zone College View Estates II:
• This Sub-zone's proportional benefit of parkway/perimeter landscaping on both sides
of Shepherd Lane and the west side of Portola Avenue adjacent to the residential
subdivision, installed as part of the development of properties therein;
• Street lights within and adjacent to the residential subdivision.
Sub-Zone Sundance West:
• Two landscape easements located on the west side of Shepherd Lane at Kokopelli
Circle,
Willdan Financia/Services Page 13
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009I10
• Two landscape easements located on the west side of Shepherd Lane at Chinook
Circle.
• Parkway landscaping along Shepherd Lane adjacent to the residential subdivision.
Specifically the parkway area on the west side of Shepherd Lane which extends the
length of Tract 30216;
• Streetlights within the residential subdivision and/or adjacent to the subdivision on both
the east and west sides of Shepherd Lane and the west side of Portola Avenue
installed as part of the residential subdivision.
Sub-Zone Sundance East:
• This Sub-zone's proportional benefit of perimeter/parkway landscaping on the west
side of Portola Avenue between Frank Sinatra Drive and Gerald Ford Drive associated
with the development;
� Parkway landscaping on Shepherd Lane adjacent to the residential development
installed as part of the development of properties therein.
• Street lights within and adjacent to the residential subdivision.
Sub-Zone Petunia l:
• Three landscape easements identified as the parkway landscaping on the east side of
Shepherd Lane adjacent to the tract north and south of East Petunia Place and the
parkway landscaping easement on the west side of Portola Avenue adjacent to the
tract.
• Two landscape easements identified as the parkway landscaping on the west side of
Shepherd Lane adjacent to the tract north and south of West Petunia Place.
Willdan Financia/Seivices Page 14
Consolitlated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009I10
Sub-Zone The Boulders:
• Parkway landscaping on Shepherd Lane adjacent to the residential development
installed as part of the development of properties therein;
• This Sub-zone's proportional benefit of parkway/perimeter landscaping on the west
side of Portola Avenue between Frank Sinatra Drive and Gerald Ford Drive, as well as
landscaping on the north side of Frank Sinatra Drive and the south side of Gerald Ford
Drive on either side of Shepherd Lane.
• Street fights within and adjacent to the residential subdivision.
It has been determined upon review of the specific improvements, that a portion of the street
lighting and parkway landscape improvements associated with the College View Estates I, College
View Estates II, Sundance East, and Petunia l Sub-zones provide some general benefit to
properties outside of these Sub-zones. These improvements include the parkway/perimeter
maintenance along Portola Avenue. A portion of the maintenance costs up to 15°/a have been
identified by the City as a general benefit component and has been removed from the assessments
and will be funded from other sources. The improvements associated with the remaining Sub-
zones provide no measurab�e general benefit to properties outside the Zone or to the public at
large, and therefore, their specific local landscaping improvements are allocated 100°/a as special
benefit to parcels within the Sub-zones.
Willdan Financia/Sen�ices Page 15
Consolidated Palm Desert Landscaping antl Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
III. Method of Apportionment
A. General
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of
providing certain public improvements which include the construction, maintenance and servicing of
public lights, landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these
improvements be levied according to benefit rather than assessed value:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any fo�mula o�method which fai�ly dist�ibutes the nef amount among
all assessable lots or parcels in proportion to fhe estimated benefits to be received by
each such lot or parcel from the impro vements."
The formula used for calculating assessments in each Zone of the District therefore reflects the
composition of the parcels, and the improvements antl services provided, to fairly apportion the costs
based on estimated benefit to each parcel.
In addition, pursuant to Article XIIID Section 4 a parcel's assessment may not exceed the reasonable
cost of the proportional special benefit conferred on that parcel and provides that only special benefits
are assessable and the District must separate the general benefits from the special benefits. Therefore,
in compliance with the new assessment requirements only assessments that are identified as either
"Exempt Assessments" or "Special Benefit Assessments" are assessed. The costs of any
improvements considered to be"General BenefiY' have been eliminated from the District assessments.
B. Benefit Analysis
Each of the proposed improvements, the associated costs and assessments has been carefully
reviewed by the City and has been identified and allocated based on benefit pursuant to the provisions
of the 1972 Act and Article XIIID of the California Constitution. Each improvement and the associated
costs have been identified as either "general benefits" or "special benefits". Although some existing
assessments within the District qualified as exempt assessments pursuant to Article XIIID, Section 5 of
the Constitution and did not require a ballot proceeding under the provisions of Section 4, the
improvements associated with these assessments are considered a special benefit to the assessed
properties and are in compliance with the substantive requirements of Article XIIID Section 4. The
maximum assessment rates shown in this report are consistent with the provisions of Article XIIID and
any new or increased assessments shall be subject to the provisions of Section 4 therein.
Special Bene�ts
The methotl of apportionment (or method of assessment) is based on the premise that each of the
assessed parcels within the District and Zones receives benefit from the improvements maintained and
financed by District assessments. Specifically, the assessments associated with each Zone are for the
maintenance of local street lighting and landscaped improvements installed as part of the original
development of the parcels within the Zones or were later installed for the benefit of those properties.
Willdan Financia/Seruices Page 16
Consolitlated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009I10
The desirability and security of properties within each Zone is enhanced by the presence of street
lighting and well-maintained landscaping in close proximity to those properties.
The landscape improvements provided by the District may include landscaped medians, parkways,
entryways, slopes and appurtenant facilities. Street lighting improvements may include energy costs
and necessary maintenance to the facilities related thereto. The annual assessments outlined in this
Report are proposed to cover the estimated costs to provide necessary service, operation,
administration and maintenance required each year to keep these improvements in a healthy, vigorous
and satisfactory condition.
The special benefits associated with the local landscaping improvements are specifically:
� Enhanced desirabitity of properties through association with the improvements.
• Improved aesthetic appeal of properties within the Zones providing a positive representation of the
area.
• Enhanced adaptation of the urban environment within the natural environment from adequate
green space and landscaping.
• Environmental enhancement through improved erosion resistance, and dust and debris control.
� Increased sense of pride in ownership of property within the District resulting from well-maintained
improvements associated with the properties.
• Reduced criminal activity and property-related crimes (especially vandalism) against properties in
the District through well-maintained surroundings and amenities including abatement of graffiti.
� Enhanced environmental quality of the parcels within the Zones by moderating temperatures,
providing oxygenation and attenuating noise.
The special benefits of street lighting are the convenience, safety and security of property,
improvements and goods. Specifically:
• Enhanced deterrence of crime and the aid to police protection.
� Increased nighttime safety on roads and highways.
� Improved ability of pedestrians and motorists to see.
• Improved ingress and egress to property.
• Reduced vandalism and other criminal acts and damage to improvements or property.
• Improved traffic circulation and reduced nighttime accidents and personal property loss.
• Increased promotion of business during nighttime hours in the case of commercial properties.
The preceding special benefits contribute to a specific enhancement and desirability of each of the
assessed parcels.
Willdan Financia/Seruices Page 17
Consolidated Palm Desert Landscaping antl Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009I10
General 8enefits
Prior to the passage of Proposition 218, some of the District assessments included maintenance of
landscaped medians on various arterial streets within the City. However, since the maintenance of
most arteriai medians within the City were funded by the City's General Fund, it was determined that
the existing assessments for these improvements were not a speciat benefit and in Fiscal Year 1997/98
the District assessments related to arterial medians were eliminated.
In addition, any improvement and the associated costs that are considered a general benefit to
properties outside the respective Zones or to the public at large have been identified and eliminated
from the annual assessments. In making this determination it should be noted that parkway, perimeter
landscaping and interior landscaping within the City is either funded and maintained by individual
property owners or through some type of association, except those maintained and funded through a
special District. The City does not usually maintain these types of improvements from General Fund
Revenues and, like other similar improvements within the City, the ongoing maintenance of these
improvements are a special benefit to the properties associated with the improvements.
C. Assessment Methodology
Pursuant to the 1972 Act, the costs of the District may be apportioned by any formula or method that
fairly distributes the net amount to be assessetl, among assessable parcels in proportion to the
estimated benefits to be received by each such parcel from the improvements. The apportionment of
costs used for each Zone should reflect the composition of the parcels, and the improvements and
services provided based on each parcel's estimated special benefit.
Equivalent Benefit Units: To assess benefits equitably, it is necessary to relate the different type of
parcel improvements to each other. The Equivalent Benefit Unit method of assessment apportionment
uses the single-family home as the basic unit of assessment. A single family home equals one
Equivalent Benefit Unit (EBU). Every other land use is converted to EBUs based on an assessment
formula that equates the property's specific development status, type of development (land use), and
size of the property, as compared to a single-family home (SFR).
The EBU method of apportioning benefit is typically seen as the most appropriate and equitable
assessment methodology for districts formed under the 1972 Act, as the benefit to each parcel from the
improvements are apportioned as a function of land use type, size and development.
Assessed parcels within Zones 2, 3, 4, 5, 6, 7, 8, 9, 11, 14, 15 and 16 are single-family residential
parcels and the application of the EBU method of spread results in an equal assessment.
The following table reflects the various property types and applicable EBUs that may be app�ied to
properties within Zone 13.
LAND USE/EQUIVALENT BENEFIT UNITS(Zone 13)
Willdan Financia/Sen�ices Page 18
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
Land EBU
Use Type Multiplier to
Property Type Code Factor Calculate EBU
Commexcial C01�1 6.00 �3cxeage
Residential and Commercial�'acant �'AC 0.30 ��crea�e
Single Family Residential 5FR 1.00 Units
Condominiuxns CON 0.80 Units
Single Family Vacant Lot SFti' 1.00 Lot
Exempt NON 0.00 Parcels
Exempt parcels include easements and landscaped areas or common areas.
The benefit formula applied to parceis in each Zone is based on the preceding Equivalent Benefit Unit
(EBU) tables. Each parcel's EBU correlates the parcel's special benefit received as compared to the
other parcels in the Zone.
Parcel Type EBU x A cres or Units=Parcel EBU
Total Balance to Levy in Zone/Total EBU in Zone=Levy per EBU
Parcel EBU x Levy per EBU=Parcel Levy Amount
D. Assessment Range Formula
Any new or increase in assessments, require certain noticing and meeting requirements by law. The
Brown Act defines the terms "new or increased assessmenY' to exclude certain conditions. These
certain conditions inciuded "any assessment that does not exceed an assessment formula or range of
assessments previously adopted by the agency or approved by the voters in the area where the
assessment is imposed." This definition was later confirmed by Senate Bill 919 (the Proposition 218
implementing legislation).
An assessment range formula for the District assessments has been confirmed through property owner
ballot proceedings in compliance with Article XIIID, except those existing assessments within the
District which qualified as exempt assessments pursuant to Articie XIIID, Section 5 of the Constitution
and did not require a ballot proceeding under the provisions of Section 4. The assessment range
formula shall be applied to the future assessments within the District. The following describes this
assessment range formula:
Wherein, if the proposed assessment (levy per unit or rate) is less than or equal to, the prior year's
maximum assessment plus the adjustments described in the following, then the proposed assessment
is not considered an increased assessment. The purpose of establishing an assessment range formula
is to provide for reasonable increases and inflationary adjustments to the assessment amounts without
requiring costly noticing and mailing procedures, which would be added to the District costs and
assessments.
Willdan Financia/Seivices Page 19
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
If the proposed assessment is less than the maximum assessment approved in the previous fiscal year
adjusted by a percentage no greater than three percent (3.0%), or the annual percentage increase of
the Consumer Price Index (CPI), whichever is the lesser of the two, the assessment shall not be
considered as an increase.
Each year the City shall compute the percentage difference between the CPI on January 1, of each
year and the CPI for the previous January 1, or a similar time period, as determined by the Bureau of
Labor Statistics for all urban consumers for the Los Angeles, Anaheim and Riverside Area. This
percentage difference shall then establish the range of increased assessments allowed based on CPI.
Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index,
the City shall use the revised index or comparable system as approved by the City Council for
determining fluctuations in the cost of living.
If CPI is less than three percent(3.0%), then the allowable adjustment to the maximum assessment for
each Zone may be by CPI, or a lesser percentage. If CPI is greater than three percent(3.0°/a), then the
allowable adjustment to the proposed assessment for each Zone may be three percent (3.0%) or a
lesser percentage. The fact that an assessment range formula is adopted for District assessments
does not require that the adjustment be applied each year, nor does it restrict the assessments to the
adjustment amount. If the budget and assessments for a given Zone do not require an increase or the
increase is less than the allowable adjustment then the required budget and assessment shall be
applied. If the budget and assessments for a given Zone require an increase greater than the allowable
adjustment then the proposed assessment is considered an increased assessment and mailed notices,
as well as property owner protest ballots are required by Article XIIID to impose the assessment
increase.
For Fiscal Year 2009/10, there is no increase in the CPI, therefore the previous maximum assessment
for each Zone within the District will not change from Fiscal Year 2008/09.
Willdan Financia/Ser�ices Page 20
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
IV. DISTRICT BUDGETS
A. Description of Budget Items
The following describes the services and costs that are funded through the District, shown in the
District Budgets.
DIRECT COSTS:
Maintenance Costs — Includes contracted labor, materiai and equipment required to properly
maintain the landscaping, irrigation systems, drainage systems, fencing, and entry monuments
within the Zone.
Landscape Utilities— Includes utility costs for water required to irrigate landscaped areas and the
utility costs for electricity required to run irrigation systems and ornamental lighting for landscaped
areas.
Landscape Extras— Inciudes the replacement of any materials and equipment needed to make
repairs to irrigation systems.
Tree Pruning — Includes the cost of trimming and pruning trees located within the landscaped
area.
Street Lighting — Utility costs for electricity required to operate streetlights, as well as the
maintenance of the streetlights.
Special District Services— These are services provided to a specific Zone that are outside the
normal maintenance services provided by the District. These costs and services may include, but
are not limited to the following:
• Specialized maintenance and equipment necessary for landscaped areas and appurtenant
facilities associated with dry wells, retention basins and detention basins within the Zone.
� The additional cost of contracted labor, material and equipment required for trimming trees in
the public right of way and landscaped areas.
Maintenance Repairs—This item includes repairs that are generally unforeseen and not normally
included in the yearly maintenance contract costs. This may include repair of damaged amenities
due to vandalism, storms, frost, etc. Also included may be planned upgrades that provide a direct
benefit to the Zone. These upgrades could include replacing plant materials and/or renovation of
irrigation or lighting systems.
Willdan Financia/Services Page 21
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009110
ADMINISTRATION COSTS:
District Administration— The cost to particular departments and staff of the City, for providing
the coordination of District services and operations, response to public concerns and education, as
well as procedures associated with the levy and collection of assessments. This item also includes
the costs of contracting with professionals to provide administrative, legal or engineering services
specific to the District including required notices, mailings or property owner protest ballot
proceedings.
County Administration Fee — This is the cost to the Zone for the County to collect District
assessments on the property tax bilis.
County Per Parcel Fee—This is the cost to each Zone for the County to collect assessments on
the property tax bills. This charge is on a per assessment basis and is in addition to the County
Administration Fee.
Note: - The administ�ative costs of the Dist�ict are borne by each Zone in proportion to the
agg�egate costs of the enti�e Dist�ict. Costs �elated to direct administration a�e identified as
exempt, general and special benefits in the same proportion as the bene�t finding for the Direct
Ser�ice costs. All costs related to the levy of assessments such as county fees and confract
administration are applied to each Zone regardless of any benefit�ndings(no general bene�f).
LEVY BREAKDOWN:
Reserve Collection/(Transfer)— The Reserve Account item is provided for collection by the
District of funds to operate the Zone from the time period of July 1 (beginning of the fiscal year)
through approximately January when the County provides the City with the first installment of
assessments collected from the property tax bills. Negative amounts shown for these budget items
are transfers from the reserve fund that are used to reduce the Balance to Levy. The Reserve Fund
eliminates the need for the City to transfer funds from non-District accounts.
Other Revenues/General Fund Contribution —This item includes additional funds designated
for the Zone that are not from District assessments. These funds are added to the Zone account to
reduce assessments, and may be from either non-District or District sources including City General
Fund Contributions and interest earnings.
Balance to Levy — This is the total amount to be collected for the current fiscal year through
assessments (for special benefits) or from other revenue sources (for general benefits). The
Balance to Levy represents the sum of Total Direct and Administration Costs, the Reserve
Account/Other Revenue Source, the Beginning Balance, and the Contribution Replenishment. Only
those costs related to the improvements identified as special benefits are levied antl collected on
the tax roll.
Wi1ldan Financia/Seruices Page 22
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
DISTRICT STATISTICS:
Total Parcels—The total number of parcels within the Zone boundary.
Total Parcels Levied — The total number of parcels within the Zone that are assessed. Non-
assessable lots or parcels may include parcels of land principally encumberetl by public right-of-
ways, easements, common areas, and/or parcels within the boundaries of the Zone that currently
do not benefit from the improvements due possibly to development restrictions.
Total Equivalent Bene�t Units (EBU) — Equivalent Benefit Unit (EBU) is a numeric value
calculated for each parcel based on the parcel's land use and size. The EBU shown in the Zone
budget, (Section IV B), represents the sum total of the parcel EBUs that receive special benefits
from the improvements.
Levy per EBU— This amount represents the rate being applied to each parcel's individual EBU.
The Levy per Equivalent Benefit Unit is the result of dividing the total Balance to Levy, by the sum
of the Zone EBUs, for the fiscal year.
Willdan Financia/SeNices Page 23
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
B. District Budgets
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Zone 02 Zone 03 Zone 04 Zone 05 DM Zone 05 SC Zone 05 PR Zone O6 MM
Maintenance Costs 27,318 3,277 0 6,032 0 2,348 869
Landscape Utilities(WaterlElectrical) 34,966 1,201 0 1,545 0 820 344
Landscape Extras(Materials/Special Maintenance) 2,023 1,092 0 602 0 408 381
Tree Pruning 9,647 437 0 1,421 0 490 470
Street Lighting 272 764 2,732 490 1,201 163 437
Special District Services 0 0 0 0 0 0 0
Solid Waste Removal Service 0 0 0 0 0 0 0
Annual Direct Costs(Subtotal) 74,226 6,771 2,732 10,090 1,201 4,229 2,501
DistrictAdministration 7,617 1,719 1,547 1,522 840 1,165 921
County Fees 61 46 53 16 32 31 31
Administration Costs(Subtotal) 7,678 1,765 1,600 1,538 872 1,196 952
Tota!Operating Costs 81,904 6,536 4,332 11,628 2,073 5,425 3,453
Misc Expenses 0 0 0 0 0 0 0
Reserve Fund Collection 0 0 305 0 0 0 0
General Benefit Contribution(General Fund) (60,362) 0.00 (464) (1,744) 0 0 0
LevyAdjustments(Subtotal) 6(0,3621 0.00 j1591 1(,7�1 0 0 0
Balance To Levy 21,542 8,536 4,173 9,884 2,073 5,425 3,453
District Statistics
Parcels Levied 222 132 172 29 41 37 40
Total Equivalent Benefit Units(EBU) 222 133.20 172 29 41 37 40
Maximum Rate per EBU 97.0383 69.8034 24.2725 416.9335 57.0603 191.9711 97.0387
Applied Rate EBU 97.0360 64.0841 24.2634 340.8207 50.5610 146.6216 86.3315
Estimated Be innin Reserve Balance-June 30,2009 6,075 13,395 211 23,548 4,682 7,015 3,585
Reserve Funtl Collec6onlContribution 0 0 305 0 0 0 0
Estimated Endin Reserve Balance-June 30,2010 6,075 13,395 94 23,548 4,682 7,015 3,585
(t)Designates a 15%General Benefit for Direct and Administative Fees
Willdan Financia/Ser�ices Page 24
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
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Zone 06 HG Zone O6 HE Zone O6 S1 Zone O6 S2 Zone O6 HC Zone O6 L1 Zone O6 L2
Maintenance Costs 2,163 2,785 2,633 5,066 1,823 2,647 2,851
Landscape Utilities(WaterlElectrical) 900 1,158 1,094 2,109 1,310 1,102 1,073
Landscape Extras(MaterialslSpecial Maintenance) 437 490 490 599 109 490 490
Tree Pruning 756 626 649 1,592 328 490 441
Street Lighting 0 163 163 272 272 163 163
Special District Services 0 0 0 0 0 0 0
Solid Waste Removal Seroice 0 0 0 0 0 0 0
Annual Direct Costs(Subtotal) 4,256 5,222 5,029 9,638 3,842 4,892 5,018
DistrictAdministration 931 981 992 1,736 1,510 981 1,019
County Fees 5 5 5 21 10 5 28
Administration Costs(Subtotal) 936 986 997 1,757 1,520 986 1,047
TotalOperating Costs 5,192 6,208 6,026 11,395 5,362 5,878 6,065
Misc Expenses 0 0 0 0 0 0 0
Reserve Fund Collection 0 0 0 0 0 0 0
General Benefit Contribution(General Fund) (779) 0 (904) 0 0 0 0
LeryAdjustments(Subtotal) � 0 j� 0 0 0 0
Balance To Levy 4,413 6,208 5,122 11,395 5,362 5,878 6,065
District Statistics
Parcels Levied 16 16 16 94 38 16 16
Total Equivalent Benefit Units(EBU) 16 16 16 94 38 16 16
Ma�cimum Rate per EBU 311.1807 4382956 361.4909 136.8169 1412739 414.&400 427.0474
Applied Rate EBU 275.8250 388.0000 320.1313 121.2234 141.1053 367.3750 379.0625
Estimated Be innin Reserve Balance-June 30,2009 7,698 9,028 5,681 11,376 5,714 8,935 11,111
Reserve Fund CollectionlContribution 0 0 0 0 0 0 0
Estimated Endin Reserve Balance-June 30,2010 7,698 9,028 5,681 11,376 5,714 8,935 11,111
(1)Designates a 15%General Benefit for Direct and Administative Fees
Willdan Financia/Seruices Page 25
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009110
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Zone O6 L3 Zone O6 SP Zone O6 SW Zone O6 HW Zone O6 DB Zone O6 PC Zone 07
Maintenance Costs 1,586 2,320 2,320 2,513 2,184 2,184 3,069
Landscape Utilities(WaterlElectrical) 754 1,430 1,430 873 437 546 655
Landscape Extras(MaterialslSpecial Maintenance) 381 490 490 770 328 437 437
Tree Pruning 381 638 591 602 218 218 437
Street Lighting 163 163 163 328 163 163 0
Special District Services 0 0 0 0 0 0 0
Solitl Waste Removal Service 0 0 0 0 0 0 0
Annual Direct Costs(Subtotal) 3,265 5,041 4,994 5,086 3,330 3,548 4,598
DistrictAdministration 855 992 992 1,096 1,208 1,155 1,085
County Fees 27 5 5 5 28 28 28
Administration Costs(Subtotal) 882 997 997 1,101 1,236 1,183 1,113
TotalOperating Costs 4,147 6,038 5,991 6,187 4,566 4,731 5,711
Misc Expenses 0 0 0 0 0 0 0
Reserve fund Collection 0 0 0 0 0 0 0
General Benefit Contribution(General Fund) 0 0 0 (928) 0 0 0
LevyAdjustments(Subtotal) 0 778 0 j928j 0 0 0
Balance To Levy 4,147 6,816 5,991 5,259 4,566 4,731 5,711
District Statistics
Parcels Levied 15 16 16 16 20 20 16
Total Equivalent Benefit Units(EBU) 15 16 16 16 20 20 16
Maximum Rate per EBU 311.3309 426.0726 422.8086 328.9044 418.2542 290.5163 477.7374
Applied Rate EBU 276.4667 426.0000 374.4100 328.68 228.2933 236.5600 356.9288
Estimated Be innin Reserve Balance-June 30,2009 6,336 10,368 10,739 5,648 9,408 5,899 15,859
Reserve Fund CollectionlContribution 0 0 0 0 0 0 0
Estimated Endin Reserve Balance-June 30,2010 6,336 10,368 10,739 5,648 9,408 5,899 15,859
(1)Designates a 15%General Benefit for Direct and Administative Fees
Willdan Financia/Ser�ices Page 26
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009110
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Zone OB Zone 09 Zone 11 Zone 13 Zone 14 Zone 15 Zone 16 CV
MaintenanceCosts 819 8,741 2,505 12,731 11,108 5,463 6,555
Landscape Utilities(WatedElectrical) 328 3,059 1,170 2,651 2,884 820 2,184
Lantlscape Eztras(MaterialslSpecial Maintenance) 328 1,747 381 1,590 637 437 873
Tree Pruning 0 5,572 109 1,590 2,243 327 970
StreetLighting 327 2,184 0 22,279 317 0 381
Special District Services 0 0 0 0 0 0 0
Solitl Waste Removal Service 0 0 0 0 0 0 0
Annual Direct Costs(Subtotal) 1,802 21,303 4,165 40,841 17,189 1,047 10,963
DistrictAdministration 1,079 2,638 946 15,658 2,841 1,524 1,669
Caunty Fees 32 42 29 302 58 36 30
Administration Costs(Subtotal) 1,111 2,680 975 15,960 2,899 1,560 1,699
Total Operating Costs 2,913 23,983 5,140 56,801 20,088 8,607 12,662
Misc Expenses 0 0 0 0 0 0 0
Reserve Fund Collection 0 0 (173) (5,790) 0 0 0
General Benefit Contribution(General Fund) 0 0 0 0 (3,013) 0 (1,899)
LevyAdjustments(Subtotal) 0 0 � 5f� 3j_,013� 0 1j 89�
Balance To Levy 2,913 23,983 4,967 51,011 17,075 8,607 10,763
District Statistics
Parcels Levied 37 105 23 1,818.0000 163 67 32
Total Equivalent Benefit Units(EBU) 37 105 23 2,326.6300 163 67 32
Maximum Rate per EBU 79.2347 234.1648 216.0466 31.8639 131.9096 112.3717 504.1988
Applied Rate EBU 78.7297 228.4076 215.9549 21.9248 118.1600 128.4585 336.0000
Estimated B innin Reserve Balance-June 30,2009 1,153 45,889 14,803 170,973 46,884 16,656 51,802
Reserve Funtl CollectionlContribution 0 0 173 5,790 - 0 0
EsUmated Endin Reserve Balance-June 30,2010 1,153 45,889 14,630 165,183 46,884 16,656 51,802
(1)Designates a 15%General Benefit for Direct and Administative Fees
Willdan Financia/Services Page 27
Consolidated Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009I10
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Zone 16 SD Zone 16 CV1 Zone 16 P1 Zone 16 SE Zone 16 BD District
Maintenance Costs 3,183 4,773 3,183 2,651 1,887 139,587
Landscape Utilities(WatedElectrical) 1,638 1,953 1,582 1,090 589 73,695
Landscape Extras(MaterialslSpecial Maintenance) 873 873 873 840 840 21,236
Tree Pruning 972 972 972 490 490 35,139
Street Lighting 381 379 379 218 163 35,406
Special District Services 0 0 0 0 0 0
Solitl Waste Removal Service 0 0 0 0 0 0
Annual Direct Costs(Subtotal) 7,047 8,950 6,989 5,289 3,969 305,063
DistrictAtlministration 1,757 1,727 1,727 1,067 1,066 64,563
County Fees 30 30 30 27 28 1,148
Administration Costs(Subtota� 1,787 1,757 1,757 1,094 1,094 65,711
Total Operating Costs 8,834 10,707 8,746 6,383 5,063 370,774
Misc Expenses 0 0 0 0 0 0
Reserve Fund Collection 0 0 0 0 0 (5,658)
General Benefit Contribution(General Fund) 0 (1,606) (1,312) (957) 0 (73,969)
LeryAdjustments(Subtotal) 0 1f_,6� 1L,3� j957j 0 �78,849)
Balance To Lery 8,834 9,101 7,434 5,426 5,063 291,926
0
District Statistics 0
Parcels Levietl 32 32 32 14 16 3,375
Total Equivalent Benefit Units(EBU) 32 32 32 14 16 3,885
Maximum Rate per EBU 489.5134 362.7513 322.0081 514.0649 357.0339
Applied Rate EBU 276.0538 284.4047 232.3188 387.5714 316.4403
Estimated Be innin Reserve Balance-June 30,2009 11,392 29,631 16,321 12,365 10,220
Reseroe Fund Collection/Contribution 0 - 0 0 0
Estimated Endin Reserve Balance-June 30,2010 11,392 29,631 16,321 12,365 10,220 -
(1)Designates a 15%General Benefit for Direct and Administative Fees
Willdan Financia/Seruices Page 28
Consolidatetl Palm Desert Landscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009I10
Appendix A — District Boundary Maps
The Bountlary Maps for the District and/or Zones are on file in the office of Public Works and are by
reference made part of this Report. The Boundary Maps are also availabie for inspection at the Office of
Public Works.
Willdan Financia/Seivices Page 29
Consolidated Palm Desert Lantlscaping and Lighting
Maintenance Assessment District
Engineer's Report, Fiscal Year 2009/10
Appendix B — 2009/10 Assessment Roll
Parcel identification, for each fot or parcel within the District, shall be the parcel as shown on the Riverside
County Assessor's map for the year in which this Report is prepared.
Non-assessable lots or parcels may include areas of public streets and other roadways (typically not
assigned an APN by the County); dedicated public easements, open space areas and rights-of-ways
including public greenbelts and parkways; utility rights-of-ways; common areas; landlocked parcels, small
parcels vacated by the County, bifurcated lots, and any other property that can not be developed. These
types of parcels are considered to receive little or no benefit from the improvements and are therefore
exempted from assessment, Properties outside the District boundary receive no direct or special benefits
from the improvements provided by the District and are not assessed.
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the Riverside
County Assessor's map for the year in which this Report is prepared. The land use classification for each
parcel is based on the Riverside County Assessor's Roll. A listing of parcels assessed within this District,
along with the proposed assessment amounts, shall be submitted to the City Clerk, under a separate cover,
and by reference is made part of this Report.
Approval of this Report (as submitted or as modified) confirms the method of apportionment and the
maximum assessment rate to be levied against each eligible parcel and thereby constitutes the approved
levy and collection of assessments for the fiscal year. The parcels and the amount of assessment to be
levied shall be submitted to the County Auditor/Controller and included on the property tax roll for the fiscal
year.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel
number for the current fiscal year, a corrected parcel number and/or new parcel numbers will be identified
and resubmitted to the County Auditor/Controller. The assessment amount to be fevied and collected for the
resubmitted parcel or parcels shall be based on the method of apportionment and assessment rate
approved in this Report. Therefore, if a single parcel has changed to multiple parcels, the assessment
amount applied to each of the new parcels shall be recalculated and applied according to the approved
method of apportionment and assessment rate rather than a proportionate share of the original assessment.
Willdan Financia/Seruices Page 30