HomeMy WebLinkAboutPresidents' Plaza III BID FY 09-10 CITY OF PALM DESERT
DEVELOPMENT SERVICES
STAFF REPORT
REQUEST: Approval of the Presidents' Plaza III Business Improvement District
Annual Budget for Fiscal Year 2009/2010.
SUBMITTED BY: Ryan Stendell, Senior Management Analyst
DATE: June 11, 2009
ATTACHMENTS: Resolution No. 09-49
Resolution No. 09-50
Presidents' Plaza III Property and Business Improvement District
Management Plan Fiscal Year 2009/2010
District Map
Recommendation:
Waive further reading and adopt:
1. Resolution No. Oq_4q , approving the Presidents' Plaza III Business
Improvement District Annuat Budget for Fiscal Year 2009/2010.
2. Resolution No.�9-50 , ordering the levy and collection of assessments for
Fiscal Year 2009/2010.
Executive Summary:
The attached resolutions will allow the City Council to approve the annual budget for the
Presidents' Plaza III Property and Business Improvement District. Approval of the
attached resolutions will also allow the City of Palm Desert to levy and collect the
annual assessments for Fiscal Year 2009/2010.
Discussion:
The Presidents' Plaza III Business Improvement District was re-established in 2006 for
a 5-year term and budget. The District is entering its fourth year of the five-year term.
The District includes properties located on the south side of Highway 111 and on the
north side of EI Paseo, between Highway 74 and Sage Lane.
The City collects annual assessments to pay for services such as landscape
maintenance, street sweeping, and parking lot lighting within the common parking lot
areas. Each fiscal year the City Council reviews and approves a budget based on the
Advisory Board's recommendation.
Staff Report
President's Plaza III Budget FY 2009/2010
June 11, 2009
Page 2 of 2
The Presidents' Plaza III Advisory Board was sent the preliminary budget in May for
their review. The Board indicated their acceptance of the budget as noted in the
attached correspondence. The only modification to the budget is the allowed three
percent cost of living adjustment, which is built into the budget at the beginning of the
five-year cycle. The attached resolutions will approve next fiscal year's budget and allow
the City to levy and collect the annual assessments for Fiscal Year 2009/2010. Staff
recommends approval of the attached resolutions.
Submitted By: Department ead:
l
�
Ryan Stendell Homer Croy
Senior Management Analyst ACM for De e pment Services
Approval•
CITY COUNCILA�ION
APPROVED DFNIED
Jo M. Wohlmuth RECEIVED OTHER �r
Ci y Manager �s. �/QS. 0 - a,� -50 ""
MEETING DATE l�'���1% ""'—"'
AYES: �t'.i�5c7J, F��. -/"ir�fzi k�//v �y�n'�,n„��_
NOES:�1/on�
Paul Gibson ABSENT: � '
Director of Finance ABSTAIN: �'►�-
VERIFIED BY; � � /n �
Original on Fite with City C erk's Office
Bureau of Labor Statistics Data
Page 1 of 2
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Data extracted on: May 20,2009(12:2g;01 PM) �ore Farmz+rr� n • �
Consumer Price Index-All Urban Consumers
Series Id: CWRA421SA0
Not Seasonally Adjuated
Area, Los Angeles-Riverside-Orange County, CA
It�' All items
Basfl Periods 1982-84=100
Year ]an Feb Mar AP� May Jun 7ul Aug Se
1999 164.2 164.6 165.0 166.6 166.2 165.4 165,8 166.3 167.2 1607.� 167/V 167.3 66.1 aI 65 3F1 66 8�Z
2000 167.9 169.3 170.7 170.6 171.1 171.0 171.7 172,2 173.3 173.8 173.5 173.5 171.6 170.1 173.0
2001 174.2 175.4 176.2 176.6 177.5 178.9 178.3 178,4 178.8 178.3 178,1 177.1 177.3 176.5 178.2
2002 178.9 180.1 181.1 182.2 182.6 181.9 182.2 183.0 183.4 183.7 184.0 183.7 182,2 181.1 183.3
2003185.2 186.5 188.2 187.6 186.4 186.3 186.3 186.9 188,2 187.g 187.1 187.0 187,0 186.7 187.2
2004 188.5 19 0.1 191.5 191.9 193.3 193.7 193.4 19 3.1 194.5 196.3 19 6.9 195.2 19 3.2 191.5 194.9
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 220.719 221.439 221.376 221.693
12 Months Percent Change
3eries Id: CUURpq21SA0
Not Seasonally Adjusted
Area: Los Angeles-Riverside-Orange County, �p
=t�' All items
Saae Period: 1982-84=100
Year 7an Feb Mar Apr May 7un]ul Auy Sep Oct Nov Dec A�nual HALFl HALF2
1999 2.0 2.2 2.2 3,0 2.4 2.0 2.3 2.3 2.8 2.5 2.3 2.3 2.3 2.3 2.4
2000 2.3 2.9 3.5 2.4 2.9 3.4 3.6 3.5 3.6 3.9 3.8 3.7 3.3 2.9 3.7
2001 3.8 3.6 3.2 3.5 3.7 4.6 3,8 3.6 3.2 2.6 2,7 2,1 3.3 3.8 3.0
2002 2.7 2.7 2.8 3.2 2.9 1.7 2.2 2.6 2.6 3.0 3.3 3.7 2.8 2.6 2.9
2003 3.5 3.6 3.9 3.0 2.1 2.4 2.3 2.1 2.6 2.2 1,7 1.8 2.6 3.1 z,l
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,p 4 y
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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5/20/2009
CITY OF PALM DESERT
PUBLIC NOTICE
NOTICE IS HEREBY GIVEN that a public hearing will be held before the Palm Desert
City Council to review the annual Management District Plan and declare its intent to levy
for the Presidents Plaza III Property and Business Improvement District pursuant to State
Law.
SAID public hearing will be held on Thursday, June 11, 2009, at 4:00 p.m. in the Council
Chambers at the Palm Desert Civic Center, 73-510 Fred Waring Drive, Palm Desert,
California, at which time and place all interested persons are invited to attend and be
heard. Written comments concerning all items covered by this public hearing notice shall
be accepted up to the date of the hearing.
PUBLISH: Desert Sun Rachelle Klassen, City Clerk
May 29, 2008 Palm Desert City Council
Martinez, Gloria
From: Stendell, Ryan
Sent: Tuesday, May 26, 2009 2:37 PM
To: 'Charlene (Charlene.moeller@thedesertsun.com)'
Cc: Martinez, Gloria
Subject: Publishings for Friday 5/29/09
Charlene,
Please publi5h these notices on Friday May 29, 2009. Let me know if you have any issues with my files.
Ryan Stendell
Senior Management Analyst
City of P�Im Desert
(7G0� 34G-OG11 ext.38G
rstendell@ci.palm-desert.c�.us
� �
AA_09-10_Legal_N PPI_09-10_Legal_NPPIII_09-10_Legal_
otice.doc otice.doc Notice.doc
1
68-2571
RESOLUTION N0. 09-49
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, APPROVING
THE MANAGEMENT DISTRICT PLAN FOR THE PRESIDENT'S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT ASSESSMENT DISTRICT, FISCAL YEAR 2009/10
The City Council of the City of Palm Desert(hereafter referred to as the"City Council")does resolve as follows:
WHEREAS, in Fiscal Year 2009/10 the City Council pursuant to the provisions of Properly and
Business Improvement District Law of 1994, Part 7 of Division 18 of the Streets and Highways Code of
California (hereafter referred to as the "Code"), and in accordance with the provisions of the California
Const�tution Article XIIID conducted proceedings for the formation of the President's Plaza III Business
Improvement District (hereafter referred to as the "District"), and the levy of annual assessments connected
therewith; and,
WHEREAS,on June 8, 2006 the City Council held a full and fair public hearing regarding the formation
of the District and the establishment of annual assessments and the maximum assessments required to pay the
maintenance and services of landscaping, lighting, refuse cotlection and all appurtenant facilities and operations
related thereto for a five year penod beginning July 1, 2006 and ending June 30, 2011 pursuant to the Code;
and,
WHEREAS, upon conclusion of the public hearing of June 8, 2006 the City Council tabulated the
property owner assessment protest ballots returned and by resolution confirmed that majonty protest did not
exist and by resolution approved the Management District Plan, appointed an Advisory Board for the District,
ordered the formation of the District,and ordered the levy and collection of the first annual assessments;and,
WHEREAS, pursuant to the Code, the City Council appointed the PresidenYs Plaza III Committee as
the Advisory Board for the District and this Advisory Board shall cause to be prepared an annual Management
District Plan (hereafter referred to as the"Report")each fiscal year for which assessments are to be levied and
collected, said Report shall be filed with the City Clerk and shall contain: any proposed changes to the Distnct
boundary; the improvements and activities to be provided; the estimated costs and method of assessment; the
amount of any surplus or deficit;and contributions from other sources;and,
1
68-2571
RESOLUTION N0. 09-49
WHEREAS, pursuant to the Code, the Advisory Board has caused to be prepared a Report in
connection with the District describing the proposed improvements, services, expenditures and assessments to
be levied for Fiscal Year 2009/10, and filed with the City Clerk of the City of Palm Desert and the City Clerk has
presented to the City Council such Report entitled "Management District Plan for the President's Plaza III
Property and Business Improvement Assessment District, Fiscal Year 2009/10";and,
WHEREAS, The City Council has carefully examined and reviewed the Report as presented, and is
satisfied with each and all of the items and documents as set forth therein, and finds that the levy of
assessments has been spread in accordance with the special benefits received from the improvements,
operation, maintenance and services to be performed, as set forth in said Report;and,
NOW,THEREFORE BE IT RESOLVED, DETERMINED,AND ORDERED BY THE CITY COUNCIL FOR THE
DISTRICT,AS FOLLOWS:
Section 1 The above recitals are true and correct.
Section 2 The Management District Plan as presented, consists of the following:
A. A Description of the District boundaries and all properties benefiting from the
improvements and services.
B. A Description of Improvements and services to be provided by the District.
C. The Annual Budget (Estimates of Costs and Expenses of Services, Operations
and Maintenance),
D. The District Roll containing the Levy of Assessments for each Assessor Parcel
within the District,
Section 3 The Report as presented, is hereby approved and is ordered to be filed in the OfFce of the City Clerk
as a permanent record and to remain open to public inspection.
Section 4: That the City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of
this meeting shall so reflect the presentation of and final approval of the Report and appointment of the District
Advisory Board.
2
68-2571
RESOLUTION NO.�_�_
PASSED,APPROVED,AND ADOPTED this day of 2009.
STATE OF CALIFORNfA
COUNTY OF RIVERSIDE ss.
CITY OF PALM DESERT
�� , City Clerk of the City of Palm Desert, County of Riverside,
State of California do hereby certify that the foregoing Resolution No, was regularly adopted by
the City Council of said City of Palm Desert at a regular meeting of said Council held on the day of
, 2009 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ROBERT A, SPEtGEL, Mayor
City of Palm Desert
RACHELLE D, KLASSEN, City Clerk
City of Palm Desert
3
68-2571
RESOLUTION N0.09-50
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA ORDERING
THE LEVY AND COLLECTION OF ASSESSMENTS FOR THE PRESIDENT'S PLAZA III PROPERTY
AND BUSINESS IMPROVEMENT ASSESSMENT DISTRICT, FISCAL YEAR 2009/10
The City Council of the City of Palm Desert, California (hereafter referred to as the "City Council") hereby
finds, determines, resolves and orders as follows:
WHEREAS, on June 8, 2006 the City Council called and duly held a public hearing and property owner
protest ballot proceedings for the PresidenYs Plaza III Properry and Business Improvement Assessment District
(hereafter referred to as the"DistricY')pursuant to the provisions of Property and Business Improvement District
Law of 1994, Part 7 of Division 98 of the Streets and Highways Code of Califomia(hereafter referred to as the
"Code") and the California Constitution Article XIIID, for the purpose of presenting to the qualified property
owners within the Distnct the annual levy of assessments and a maximum annual assessment over a five year
period beginning July 1, 2006 and ending June 30, 2011, for the costs and expenses associated with the
maintenance and operation of landscaping, lighting, refuse collection and all appurtenant facilities related
thereto; and,
WHEREAS, the landowners of record within the District as of the close of the Public Hearing held on
June 8, 2006 did cast their ballots resulting in the approval of the District formation and annual levy of
assessments related thereto;and,
WHEREAS,the City Council, pursuant to the Code did by previous Resolutions formed the District, and
approved a Management District Plan in connection with the formation of the District and appointed an Advisory
Board that shall cause to be prepared an annual report regarding the District for the City Council's approval;
and,
WHEREAS,the Advisory Board has held a meeting for reviewing and approving the proposed budget
for Fiscal Year 2009/10 and has prepared a Report in connection with the District for Fiscal Year 2009/10, and
filed with the City Clerk of the City of Palm Desert and the City Clerk has presented to the City Council such
Report entitled "Management Distnct Plan for the PresidenYs Plaza III Property and Business Improvement
Assessment District, Fiscal Year 2009/10;"and,
WHEREAS, The City Council has carefully examined and reviewed the Report as presented, and by
previous resolution has approved said Report.
1
68-2571
RESOLUTION N0. o9-so
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 City Council desires to levy and collect the annual assessment for President's Plaza III
Property and Business Improvement Assessment District for Fiscal Year 2009/10 pursuant to the provisions of
the Code.
Section 3 Based upon its review of the Management District Plan, a copy of which has been presented
to the City Council and filed with the City Clerk,the City Council hereby finds and determines that:
A. The territory of land within the District will receive special benefits from the operation,
maintenance and servicing of the improvements and appurtenant facilities located within
the boundaries of the District.
B. Distnct includes all of the lands so benefited;and
C. The net amount to be assessed upon the lands within the District in accordance with the
proposed budget for the fiscal year commencing July 1,2009 and ending June 30, 2010
is apportioned by a formula and method which fairly distributes the net amount among
all eligible parcels in proportion to the special benefits to be received by each parcel
from the improvements and services.
D. The Assessments so described in the Management District Plan are consistent with the
assessments so approved by the property owners within the District.
Section 4 The Report and assessments as presented to the City Council and on file in the office of the
City Clerk are hereby confirmed as filed.
Section 5 The City Council hereby orders the improvements to be made, and the lery and collection of
annual assessments to pay for those improvements to be presented to the County Auditor/Control�er of
Riverside for Fiscal Year 2009/10. The County Auditor/Controller shall enter on the County Tax Roll opposite
each parcel of land the amount of levy, and such levies shall be collected at the same time and in the same
manner as the County taxes are collected. After collection by the County, the net amount of the levy shall be
paid to the City Treasurer.
Section 6 The City Treasurer shall deposit all money representing assessments collected by the County
for the District to the credit of a fund for the President's Plaza III Property and Business Improvement
2
68-2571
RESOLUTION N0. o9—so
Assessment District, and such money shalt be expended only for the improvements described in the
Management District Plan.
Section 7 The adoption of this Resofution constitutes the District levy for the Fiscal Year commencing
July 1,2009 and ending June 30,2010.
Section 8 The City Clerk is hereby authorized and directed to flle the levy with the County Auditor upon
adoption of this Resolution.
3
68-2571
RESOLUTION N0. 09-50
PASSED,APPROVED,AND ADOPTED this da of
Y 2009.
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE ss.
CITY OF PALM DESERT
�� , City Clerk of the City of Palm Desert, County of Riverside,
State of California do hereby certify that the foregoing Resolution No. was regularfy adopted by
the City Council of said City of Palm Desert at a regular meeting of said Council held on the day of
, 2009 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAINED:
ROBERT A. SPEIGEL, Mayor
City of Palm Desert
RACHELLE D. KLASSEN, City Cterk
City of Palm Desert
4
CITY OF PALM DESERT
MANAGEMENT DISTRICT PLAN
PRESIDENT'S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT
�
FISCAL YEAR 200911 O
Pubiic Hearing: June 11, 2009
V V � L�D/�l I V ouending
Y
Financial Services reach
Corporate Office Office Locations
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Tel:(951)587-3500
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www.willdan.com
City of Patm Desert PresidenYs Plaza ifl PBJD
Management Disfrict Plan
�1'2049/2014
TABLE OF CONTENTS
OVERVIEW ..............................
................................................................ 2
Introduction 2
Formation 2
DESCRIPTION OF THE DISTRICT ......................................................................
4
District Boundary 4
Improvements and Activities 4
Special Benefits of the Improvements and Activities 5
METHOD OF APPORTIONMENT........................................................................
7
Method of Apportionment Rationale �
Parking Lot Improvements and Services �
Method of Apportionment Calculations �
Apportionment of Direct Costs �
Apportionment of Indirect(Administration/Reserve)Costs g
Total Annual Assessment 8
Annual Budget Adjustments 9
DESCRIPTION OF BUDGET ITEMS IN TABLE 4..................................................... 1 O
Direct Benefit Costs 10
Indirect Benefit Costs(Administration/Reserves) 10
Levy Breakdown 11
District Statistics 11
District Budget �2
APPENDIX A—ASSESSMENT DIAGRAM ........................................................... 14
APPENDIX B—ASSESSMENT ROLL................................................................ 15
�WILLDAN I ea4ending Page 1
your
Financial Services rea�n
Criy of Paim Desert PresidenYs Plaza ili P8/D
Management District Plan
FY 2009120i0
Overview
Introduction
The City of Palm Desert ("City") formetl and established the President's Plaza III Property and
Business Improvement Assessment District ("District") beginning in Fiscal Year 2001/2002 to
provide improvements and activities that confer special benefits upon real property within the
boundaries of the District. The District was establishetl and levied pursuant to Property and
Business Improvement District Law of 1994, Part 7 of Division 18 of the California Streets and
Highways Code ("Act"). Pursuant to the Act, property owners within the District submitted a signed
petition requesting formation of the District. The District was successfully formed for a term of five
years and a maximum assessment was approved by the property owners through an assessment
ballot proceeding, conducted according to provisions of the California Constitution Article XIIID
("Proposition 218"). Fiscal Year 2005/2006 was the fifth year of the term of the District. Under the
provisions of the Act, the property owners within the District may renew the District for a maximum
term of ten (10) years. Pursuant to the Code, and the provision of the California Constitution, the
property owners within the District approved the continuation of the District and assessment for an
additional five years and on June 8th, 2006 the City authorized the funtling for improvements and
activities authorized within the District for a period of five years (Fiscal Years 2006/2007 through
2010/2011).
This Management District Plan ("Plan")describes the District, improvements and activities, method
of apportionment, the proposed assessments for the current fiscal year, and the maximum
assessment proposed for the five-year duration of the renewed District. The proposed
assessments are based on the estimated cost to provide the improvements, activities, and
operations that provide a direct and special benefit to properties within the District. The costs of
improvements, activities, and operations include all expenditures, deficits, surpluses, revenues,
and reserves.
The word "property,"for the purposes of this Plan, refers to real property situated within the District,
and identified as an individual property or parcel assigned its own Assessor's Parcel Number
(APN) by the County of Riverside Assessor's Office. The County of Riverside Auditor/Controller
uses APNs to identify on the tax roll parcels and properties assessed for taxes, special
assessments, and fees and charges.
Formation
A written petition of the property owners within the District, representing more than 50 percent of
the proposed assessment to be levied was submitted to the Palm Desert City Council to initiate
formation proceedings. The City Council initiated proceedings for the formation of the District by
adopting a resolution expressing its intention to form the District. The resolution of intention
referenced the Engineer's Report and the Management District Plan, and noticed the time and
place of a public hearing on the formation of the District and levy of assessments.
Within not less than forty-five (45) days and not more than ninety (90) days of adopting the
resolution of intention,the City Council held a public hearing on the matter of formation, and
�WILLDAN I you�dl�g Page2
Financial Services .�cn
City of Palm Desert PresidenYs Plaza ll!PBID
Management District Plan
�Y 2009/2090
caused notice to the property owners pursuant to Section 54954.6 of the Government Code. Public
notices and assessment ballots (property owner protest bailots) were mailed to each property
owner at least 45 days prior to the pubfic hearing pursuant to Article XIIID of the California
Constitution.
At the public hearing the City Council provided the public and property owners with an opportunity
to provide oral protests and written protests prior to the adoption of the Engineer's Report and the
Management District Plan. Pursuant to the California Constitution Article XIIID, the City Clerk or its
designated alternate tabulated property owner assessment ballots received from property owners
and determined that majority protest did not exist.
Pursuant to the Act, the City Council appointed an Owner's Association ("Association") for the
District. This Association shall make yearly recommendations to the City Council on the
expenditures of revenue derived from the levy of assessments and on the cfassification of
properties as applicable. This Association shall cause to be prepared a report each fiscal year for
which assessments are to be levied and collected. Said annual report shall be filed with the City
Clerk and shall contain: any proposed changes to the district boundary; the improvements and
activities to be provided that year; the estimated costs for that year; the method of assessment; the
amount of any surplus or deficit; and contributions from other sources. The City Council may
approve the report as submitted or as modified.
�WI LLDAN I y���ng Page 3
Financial Services rea�n
City of Palm Desert President's Plaza Hl PBlD
Management District Plan
FY 2009/20i0
Description of the District
District Boundary
The District consists of all parcels located in the commercial business area known as the
PresidenYs Plaza III within the City of Palm Desert, County of Riverside. The District includes
sixteen (16)assessed commercial parcels.
The boundary of the District and the parcels therein are generally located South of Palm Desert
Drive at Highway 111; North of EI Paseo; West of Sage Lane; and East of Old Highway 74, and
includes the Palm Desert Parking Lot—a lease parcel to the City of Palm Desert located South of
Highway 111; East of New Highway 74; and West of Old Highway 74.
Improvements and Activities
In an effort to enhance and improve business opportunities and the appearance of the area known
as the President's Plaza III, the Agency provided funds for the renovation and capital improvement
of the parking lot and landscaped areas related to this commercial business center. In conjunction
with this renovation, President's Plaza Ilt Property and Business Improvement District was formed
in 2001 to provide and ensure the continued operation and maintenance of the improvements after
the renovations had been completed. In 2006, the property owners renewed the District for another
five (5) year term; therefore, the assessments generated will continue this maintenance. In
December 2005, the District paid for the slurry sealing, re-striping and repair of the parking lot
through reserve funds that had been accumulated during the first five years of the term of the
District.
It has been determined that all the properties within the District receive special and distinct benefits
from the improvements and activities to be funded through the assessments. The improvements
include the necessary activities, services, operations, administration, and maintenance required to
keep the improvements in satisfactory condition including all necessary labor, material, and
equipment. The services may include, but are not limited to, regular maintenance, repair, removal
or replacement of all or any part of the improvements including removal of trimmings, rubbish,
debris and other solid waste; and, providing for the growth, health and beauty of landscaping and
lighting including cultivation, trimming, spraying, fertilizing or treating for disease or damage as well
as supplying necessary irrigation and electrical energy. The specific improvements and activities
include:
• Parking lot landscaped areas: including, but not limited to, ground cover, shrubs,
trees, plants, irrigation and drainage systems and associated appurtenant facilities;
• Parking tot lighting facilities: including, but not limited to, bulbs, fixtures, poles,
wiring, and electrical energy; and,
• Debris removal: including, but not limited to, regular mechanical sweeping of the
parking lot.
�WILLDAN I ex1�"'`�g Page4
your
Financial Services reacn
City of Palm Desert President's Plaza IIJ PB�D
Management District Plan
FY 2009/?010
The costs associated with the improvements are equitably spread among the benefiting parcels
within the District utilizing the method of apportionment described in the Method of Apportionment
section of this Report. The total funds collected shall be dispersed and used for the services and
operations provided to the District.
Special Benefits of the Improvements and Activities
Assessed properties within the District receive special benefits from one or more of the
improvements and activities funded through the District assessments. Specifically, lighting and
landscaping amenities within the parking lot, and regular sweeping of the parking lot.
The special benefits of lighting (parking lot lights) are the convenience, safety, and security of
property, improvements, and goods, Specifically:
1. Enhanced deterrence of crime and the aid to police protection;
2. Increased nighttime safety for patrons and employees;
3. Improved visibility for pedestrians and motorists;
4. Improved ingress and egress to property;
5. Reduced vandalism and other criminal acts and damage to improvements or property;
6. Enhanced aesthetic appeal of the parking area and the properties that are associated
with the parking area;
7. Increased promotion of business activities and opportunities during nighttime hours;
and,
8. The special enhancement to the value of property, which results from the above
benefits.
The benefits associated with landscaped islands and medians within the parking lot are
specifically:
1. Improved aesthetic appeal of the parking area and nearby parcels;
2. Improved dust control;
3. Enhanced adaptation of the urban environment within the natural environment;
4. Improved traffic circulation;
5. A positive representation of the businesses within the District;
6. Centralized locations for refuse collection facilities; and,
7. The special enhancement to the value of property, which results from the above
benefits.
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Management District Plan
FY 2009/2010
Parking lot sweeping is an essential and necessary activity for all properties—particularly
commercial properties. This improvement is funded through the assessments solely for the special
benefit of properties within the District. The benefits associated with this service are:
1. Enhanced aesthetic appeal of the parking area and the properties that are associated
with the parking area;
2. Improved dust control;
3. The special enhancement to the value of property, which results from the above
benefits.
The on-going operation and maintenance of the landscaping, lighting and sweeping improvements
provide no measurable general benefit to other properties outside the District or to the public at
large. Therefore, these improvements and the corresponding assessments have been identified as
100%special benefit to parceis within the District.
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City of Palm Desert PresidenYs Plaza 111 PBID
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FY 2009/2U10
Method of Apportionment
Method of Apportionment Rationale
The costs of the District improvements have each been apportioned by a formula and method,
which fairly distributes the net amount to be assessed among all assessed parcels in proportion to
the estimated special benefits to be received by each parcel from the improvements.
Parking Lot Improvements and Services
All assessed parcels within the PresidenYs Plaza III PBID have use of, and access to, a centralized
parking facility (lot) that provides access, parking, and delivery areas for the businesses and
parcels within the District. Because the parking area is a centralized facility used and accessed by
all properties within the District, each parcel's benefit is based on the size of such parcel.
Therefore, it has been determined that a fair and reasonable reflection of each parcel's benefit for
the parking lot improvements shall be based on the approximate size, in square feet, of each
parcel.
Method of Apportionment Calculations
The Total Direct Costs of the parking lot improvements and services are apportioned to each
parcel within the District based on each parcel's lot size in square feet. In addition to a parcel's
Total Direct Cost, each parcel is assessed for District administration expenses and a reserve fund
collection (Indirect Costs). The Indirect Costs for each parcel have been apportioned in the same
manner as Total Direct Costs. Therefore, each parcel's Total Annual Assessment is the sum of its
proportionate share of the Total Direct Costs and Total Indirect Costs.
Apportionment of Direct Costs
The Total Direct Costs estimated for parking lot improvements and services (maintenance) are
based on the estimated annual costs to maintain the landscaping, lighting, and mechanical
sweeping of the parking lot within President's Plaza III. The Total Direct Costs are divided by the
sum of the square footage of all parcels within the District in order to establish a rate per parcel
square foot. This rate multiplied by each parcel's square footage equals the parcel's proportionate
share of the parking lot maintenance costs (rounded to the nearest even penny). The rate qrovided
in Table 1 is for Fiscal Year 200912010 onlv. Please refer to the District Budpet(Table 41 for future
assessment rates.
Total Direct Cost/Total Square Footage=Rate per Square Foot
Rate x Parcel Square Footage=Direct Cost Assessment Component
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Cify of Palm Deserf PresidenYs Plaza N!PBID
Management District Plan
FY 2009/2010
Table 1: Direct Cost Proposed Assessment and Rate
Proposed Direct Costs Proposed Rate(per Square
__ for FY 2009-10 Foot)for FY 2009-10
Fourth Fiscal Year Maximum $ 22,2g2 $ .0492
Apportionment of Indirect(Administration/Reserve) Costs
To ensure the improvements, activities, and services provided and funded through the District are
continued, each parcel will be assessed for administrative and reserve costs (Indirect Costs).
These Indirect Costs include all expenses related to the administration of the District as well as the
collection of money towards a Reserve Fund. The Reserve Fund Collection is proposed to be
slightly over thirty-two percent(32.30%)of the annual Total Direct Costs of the District.
Similar to the method of apportionment for Total Direct Costs, the DistricYs indirect costs are
apportioned to each parcel based on each parcel's lot size in square feet. The rate provided in
Table 2 is for Fiscal Year 2009/2010 onlv Please refer to the District Bud ecLt (Table 41 for future
assessment rates.
Total lndirect Cost/Total Square Footage=Rate per Square Foot
Rate x Parcel Square Footage=lndirect Cost Assessment Component
Tabie 2: Indirect Cost Proposed Assessment and Rate
Proposed Rate (per
Proposed Indirect Costs for Square Foot)for FY
FY 2009•10 2009-10
Fourth Fiscal Year Maximum $ 12,684 $ 0.0284
Tofal Annual Assessment
Each parcel's Total Annual Assessment is the sum of their proportionate share of the Direct Costs
and Indirect Costs. The preceding description of the method of apportionment outlines the
estimated cost and rates applied for the District in Fiscal Year 2009/10. The rate provided in Table
3 is for Fiscal Year 2009/10 onl . Please refer to the District Bud et Table 4 for future
assessment rates.
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�Y 20a9120f 0
Direct Cost Rate+Indirect Cost Rate= Total Rate per Square Foot
Total Rate x Parcel Square Footage= Total Parcel Assessment
Table 3: Total Cost Proposed Assessment and Rate
Proposed Rate (per
Proposed Direct Costs for Square Foot)for FY
FouRh Fiscal Year FY 2009-10 2009-10
Direct Costs Maximum $ 22,292 $ 0.0492
Indirect Costs $ 12,864 $ 0.0284
Total Costs Maximum $ 35,155 $ 0.0776
Annual Budget Adjustments
For the five years of the term of the PBID renewal, annual assessments may be adjusted by the
President's Plaza III PBID owners' association up to three percent (3%) per year. Actual annual
adjustments may range from zero percent(0%)to three percent(3%). Adjustments may differ from
year to year depending on the service needs identified by the owners' association. In any event,
assessments will not exceed the levels illustrated by the District Budget(Table 4).
Any annual budget surplus or deficit will be accrued into the following year's PBID budget.
Assessments will be set accordingly, within the constraints of the annual adjustment, to adjust for
surpluses or deficits that are carried forward.
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City of Palm Desert President's Pfaza!!I PBID
Management District Plan
FY 2009J2014
Description of Budget Items In Table 4
Direct Benefit Costs
Sweeping Services: Weekly cleaning of the parking lot and gutters using a contracted,
mechanized service.
Landscape Contract Maintenance: Includes all regularly scheduled labor, material (e.g. pipe,
fertilizer, insecticides), and equipment required to properly maintain and ensure the satisfactory
condition of all landscaping, irrigation and drainage systems, and appurtenant facilities. All
landscaping improvements within the District are contracted for maintenance and service on a
regular basis. The frequency and specific maintenance and operations required within the District
will be determined by City staff.
Lighting Repair and Maintenance:This item includes repairs that are not normally included in the
yearly maintenance contract costs. This may include repair of damaged amenities due to
vandalism and storms, as well as planned upgrades, which could include replacing lighting
materials or renovation of lighting systems.
Landscape Repair and Maintenance:This item includes repairs that are not normally included in
the yearly maintenance contract costs. This may include repair of damaged amenities due to
vandalism and storms, as well as planned upgrades, which could include replacing plant materials
or renovation of irrigation systems.
Landscape Utilities-Water: Utility cost to furnish water for required landscape irrigation.
Street Lighting Utilities - Electric: The furnishing of electricity required for the operation and
maintenance of the lighting facilities. The City contracts for the furnishing of its electricity for street
lighting, which includes normal maintenance and bulb replacement. This cost does not include
repairs or replacement of damaged facilities due to vandalism, accidents or storms.
Landscape Utilities -Electric: Utility cost for furnishing of electricity required for the operation of
the irrigation systems and landscape maintenance.
Indirect Benefit Costs (AdministrationlReserves)
District Administration: The cost to all departments and staff of the City, for providing the
coordination of District services, operations and maintenance of the District, response to public
concerns and education, and procedures associated with the levy and collection of assessments.
This cost also includes contracting with professionals to provide additional administrative, legal, or
engineering services specific to the District.
County Administration Fee:This is the actual cost to the District for the County to collect District
assessments on the property tax bills. This charge is based on a flat rate per fund number.
County Per Parcel Fee: This is the cost to the District for the County to collect assessments on
the property tax bills. This charge is on a per assessment basis, at$0.39 per assessment, and is in
addition to the County Administration Fee.
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Management District Plan
FY 2009/201 D
Operating Reserve Fund Collection: The Operating Reserve Fund provides for collection of
funds to operate the District, for each fiscal year, from the time period of July 1 through January
when the County provides the City with the first installment of assessments collected from the
property tax bills. The Operating Reserve Fund eliminates the need for the City to transfer funds
from non-District accounts to pay for District charges during the first haif of FY 2006/07 through FY
2010/2011. The Operating Reserve Fund may also be used to offset any unforeseen costs such as
repairs, legal fees, revenue deficits, or increased costs due to inflation or contractual agreements
that are greater than originally planned. The Operating Reserve Fund Collection amount is slightly
less than five percent (4.48%) of the annual Total Direct Costs of the District in Fiscal Year
2009/2010.
Parking Lot Maintenance Fund Collection: The Parking Lot Maintenance Fund provides funds
for the sealing and re-striping of the parking lot after the fourth year of the renewal term of the
District. The parking lot's total surface area is approximately 184,000 square feet. During
December 2005, the District's cost of sealing and re-striping the parking lot was $27,200 (15.5
cents per square foot multiplied by 175,520 square feet of surface area) and its cost of repairs
within the parking lot was $24,300 (for 8,500 square feet of surface area); for a total cost of
$51,500. The cost of sealing and re-striping the parking lot's total surface area of 184,000 square
feet would have been approximately $28,520 (15.5 cents per square foot multiplied by 184,000
square feet of surface area).
Insurance:This line item supports insurance costs for the operation of the District.
Levy Breakdown
Total District Costs:This is the sum total of all budgeted Direct and Indirect costs.
District Statistics
Total Parcels:The total number of parcels within the District.
Total Parcels to Levy: The total number of parcels within the District that will be assessed. Non-
assessed lots or parcels include easements, common areas, and parcels within the boundaries of
the District that currently do not benefit from the improvements and which are not included in the
Total Parcels to Levy.
Total Parcels Square Footage: This is the sum total of the assessed parcels' square footage
applied to each assessed parcel within the District.
Levy Rate per Direct Costs per Square Foot: This amount represents the Rate for Direct Costs
being applied to each assessed parcel's individual lot square footage. The Levy Rate per Direct
Costs is the result of dividing the estimated Total Direct Costs for that year by the sum of the
District's Total Parcels Square Footage.The rate is calculated to four decimal places.
Lery Rate per Indirect Costs per Square Foot: This amount represents the Rate for Indirect
Costs being applied to each assessed parcel's individual lot square footage. The Levy Rate per
Indirect Costs is the result of dividing the estimated Total Indirect Costs for that year by the sum of
the District's Total Parcels Square Footage.The rate is calculated to four decimal places.
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Management District Plan
FY 2009/2010
Total Levy Rate per Square Foot: This amount represents the Rate being applied to each
assessetl parcel's individual lot square footage. The Levy Rate per Square Foot is the result of
dividing the estimated Total District Costs for that year by the sum of the District's Total Parcel
Square Footage. The rate is calculated to four decimal places.
District Budget
The District Budget shown on the following table (Table 4), lists the estimated costs of providing
the various improvements and services within the District. The costs and the resulting rates for
Fiscal Year 2006/07 through Fiscal Year 2010/11 are based on the estimated costs to provide the
improvements and services for each year. Direct Costs, District and County Administration Costs,
and Insurance Costs are adjusted for the three percent(3%) inflation factor.
The owners' association, appointed by the City Council, will annually review the District costs and
make recommendations for any changes or adjustments to the budget. Changes to the budget
could result in changes to the annual assessment, but the resulting total assessment may not
exceed the maximum rates established in this Report without first obtaining property owner
approval through assessment ballots.
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City of Palm Desert President's Plaza H!PBID
Management District Plan
FY 2009JY010
Table 4: Five Year Budget
Actual Proposed Maximum Pronosed Assessment for Fiscal Years
Assessment
Budgetitem FY 2009-10��� 2006-07 2007•08 2008•09 2009-10 2010•11
Direct Costs
Sweeping Services $ 4,371 $ 4,000 $ 4,120 $ 4,244 $ 4,371 $ 4,502
Landscape Contract Maintenance 4,917 4,500 4,635 4,774 4,917 5,065
Lighting Repair&Maintenance 1,311 1,200 1,236 1,273 1,311 1,351
Landscape Repair&Maintenance 3,825 3,500 3,605 3,713 3,825 3,939
LandscapeUtilities-Water 2,185 2,000 2,060 2,122 2,185 2,251
Street Lighting Utilities-Electric 5,136 4,700 4,841 4,986 5,136 5,290
Landscape Utilities-Electric 546 500 515 530 546 563
Subtotal Direct Costs $ 22,292 $ 20,400 $ 21,012 $ 21,642 $ 22,292 $ 22,960
Indirect Costs
District Administration 3,825 3,500 3,605 3,713 3,825 3,939
County Administration Fee 191 175 180 186 191 197
County Per Parcel Fee 9 8 8 8 9 9
Operating Reserve Fund Collection 1,000 1,000 1,000 1,000 1,000 1,000
Parking Lot Maintenance Fund Collection 6,200 6,200 6,200 6,200 6,200 6,200
I nsurance 1,639 1.500 1.545 1,591 1,639 1,688
Subtotal Indirect Costs $ 12,864 $ 12,383 $ 12,538 $ 12,699 $ 12,864 $ 13,034
Levv Breakdown
Total District Costs 35,155 32,783 33,550 34,341 35,155 35,994
Balance to Levy $ 35,155 $ 32,783 $ 33,550 $ 34,341 $ 35,155 $ 35,994
District Statistics
Total Parcels 16 16 16 16 16 16
Total Parcels To Levy 16 16 16 16 16 16
Total Parcels Square Footage 453,956 453,956 453,956 453,956 453,956 453,956
Levy Rate per Direct Costs per Sq Ft $ 0.0492 $ 0.0450 $ 0.0464 $ 0.0478 $ 0.0492 $ 0.0506
Levy Rate per Indirect Costs per Sq Ft $ 0.0284 $ 0.0272 $ 0.0278 $ 0.0280 $ 0.0284 $ 0.0288
Total Levy Rate per Square Foot $ 0.0776 $ 0.0722 $ 0.0740 $ 0.0758 $ 0.0776 $ 0.0794
Operatinp Reseroe Fund Balance
Previous Balance 3,000 - 1,000 2,000 3,000 4,000
Ending Balance 4,000 1,000 2,000 3,000 4,000 5,000
Parkrnp Lot Maintenance Fund Balance
Previous Balance 18,600 - 6,200 12,400 18,600 24,800
Ending Balance 24,800 6,200 12,400 18,600 24,800 31.000
Maximum annual assessments for direct costs,district and county administration,and insurance are adjusted by 3%ftom the previous Fiscal Year for Fiscal Years 2007-OS
through 2010-2011.The PBID Owner's Association will determine the amount of any actual increase for those years,which may not exceed 3%per year.
���FY 2009-10 Actual and Maximum Proposed Assessments are the same.
Sources:City of Palm Desert;Willdan Financial Services
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City of Palm Desert PresidenYs Plaza Ill P8lD
Management Disfrict Plan
FY 2009/2010
Appendix A —Assessment Diagram
The Assessment Diagram for the District is on the following page and is inclusive of all parcels
identified on the County of Riverside Assessor's Parcel Maps as Book 627, Page 192. The
Assessment Diagram will be kept on file with the City Clerk of the City of Palm Desert.
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City of Pa►m Desert President's P1aza 111 P81D
Management District Plan
FY 2009/2010
Appendix B —Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the
County Assessor's Map for the year in which this Report is prepared.
The Assessment Roll, which includes a listing of parcels assessed within this District, along with
their assessment amounts, is shown in Table 5 on the following page.
e�ending Page 15
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