HomeMy WebLinkAboutResolution 2011-59, 2011-60, 586, HA-44, 2011-61 Financial Plan Fiscal Year 2011 / 2012 BUDGET - Joint ConsiderationREQUEST
FI_
CONTENTS
Recommendation
CITY OF PALM DESERT
FINANCE DEPARTMENT
STAFF REPORT
CONSIDERATION OF THE ADOPTION OF THE CITY MANAGER'S
AND EXECUTIVE DIRECTOR'S PROPOSED FINANCIAL PLAN FOR
FISCAL YEAR 2011-2012
JUNE 23, 2011
1. Resolution No. 2011 - 59 (See item No. 2, City Budget)
2. Resolution No. 2011 - 60 (See item No. 3, Appropriations Limit)
3. Resolution No. 586 (See item No. 4, Redevelopment Agency)
4. Resolution No. HA— 44 (See item No. 5, Housing Authority)
5. Resolution No. 2011 - 61 (See item No. 6, Salary Resolution)
6. Out -of -State Travel Memo (See item No. 7)
7. Methodology for reimbursement of City staff for 2011/12. (See item No 8)
8. Redevelopment Agency work program including Agency Goals and
Accomplishments for 2011/12.
By Minute Motion:
Convene the Redevelopment Agency and Housing Authority meeting to conduct a
joint public hearing on the proposed City, Agency and Housing Authority budgets;
2. Waive further reading and adopt Resolution No. 2011- 59 , adopting a City
program and financial plan for the Fiscal Year July 1, 2011, through June 30, 2012;
3. Adopt Resolution No. 2011-60, establishing the Appropriations Limit for the
2011-2012 Fiscal Year;
4. Waive further reading and adopt Resolution N0.586 , adopting a Redevelopment
Agency program and financial plan for the Fiscal Year July 1, 2011, through June
30, 2012;
5. Waive further reading and adopt Resolution No. HA -fit , adopting a Housing
Authority program and financial plan for the Fiscal Year July 1, 2011, through June
30, 2012;
6. Waive further reading and adopt Resolution No. 2011-61, setting the salary
schedule, salary ranges and allocated classifications;
7. Approve Out -of -State Travel as listed in attached memo;
8. Authorize methodology for reimbursement of City staff for 2011/12;
Staff Report
Approve Financial
June 23, 2011
Page 2 of 2
Plan for FY 2011/2012
9. Receive and File Redevelopment Agency work program including Agency Goals
and Accomplishments for 2011/12; and
10. Recess the Redevelopment Agency and Housing Authority meetings to the close
of the City Council meeting.
Background/Fiscal Impact
Presented for your consideration are the proposed Fiscal Year 2011-2012 operational budget
expenditures for the City of Palm Desert. This proposal meets all requirements of maintaining an
enhanced level of public services while still being fiscally conservative. The economic downturn
being experienced nationally impacts our budget, and as the City of Palm Desert prepares for the
next fiscal year, we do so under the realization of the current economic condition.
Total General Fund revenues are anticipated to be $43,856,000, which is a two percent (2%)
increase from the $42,910,000 in revenues collected during FY 2010-2011. Total General Fund
expenses are anticipated to be $43,832,235, a two percent (2%) increase from the $42,906,239 in
expenses during FY 2010-2011.
Staff is cognizant that the budget process is dynamic and anticipates ongoing economic issues
that will require monitoring as we progress through next fiscal year. Nonetheless, the City is
committed to fiscal responsibility coupled with effective resource management to provide the
highest level of service to the community.
Attached are the necessary documents to approve the City, Redevelopment Agency and Housing
Authority 2011-2012 Budget. The requested changes discussed at the 2011 Budget study
sessions have been incorporated into these documents.
Submitted By:
ai,,�
Paul S. Gibson, Director of Finance
CITY COUNCIL AC 10N
APPROVED L// DENIED
RECEIVED OTHER
MEETING DATE - 3 011
AYES:
NOES: N Wef
ABSENT:.N�-
ABSTAIN:
VERIFIED BY:
Original on File with City Clerk's Of ice
M. Wohlmuth, City Manager / Exec. Dir.
nw, V_,e_j BY FDA (5 _C'�
Orio,iT)el On file with tasty Clerk`;-, O fi{:e
C- 0J BY HOUSG AUTH
SR - Budget approval 11-12 0613111
Original on file with City Clerk's Office
CITY OF PALM DESERT
FINANCIAL PLAN
FISCAL YEAR 2011-2012
Item 2
RESOLUTION NO. 2011- 59
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, ADOPTING A PROGRAM AND FINANCIAL PLAN FOR THE
FISCAL YEAR JULY 1, 2011 THROUGH JUNE 30, 2012
WHEREAS, the City Council has received and considered the proposed Program
and Financial Plan submitted by the City Manager on June 23, 2011; and
WHEREAS, after due notice, the City Council held a public hearing on the
proposed plan.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm
Desert, California, that:
1. The amounts shown on Exhibit 1, "Estimated Revenues", are hereby
accepted as the Estimated Revenues for the 2011-12 Fiscal Year for each fund and revenue
source.
2. The amounts shown on Exhibit 2, "Appropriations" are hereby
appropriated, to the departments and activities indicated. The City Manager, or his duly
appointed representative, will have the authority to approve intra-departmental budgeted line item
variations; additional appropriations or inter -departmental budget transfers will be specifically
approved by further City Council action during the 2011-12 fiscal year as the need arises.
3. The amounts shown on Exhibit 3, "Continuing Appropriations, Existing
Capital Projects", are hereby accepted as continuing appropriations from the 2010-11 Fiscal
Year. The amounts included in this exhibit include all unexpended amounts from purchase orders
and contracts encumbered by June 30, 2011.
PASSED, APPROVED AND ADOPTED at the regular meeting of the Palm
Desert City Council held on this 23th day of June, 2011, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN BENSON, MAYOR
ATTEST:
RACHELLE KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
RESOLUTION NO. 2011-59
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Budget Projected Budget
CATEGORY / FUND FY 09-10 FY 10-11 FY 10-11 FY 11-12
General Fund:
1. Sales tax
13,273,793
13,200,000
14,300,000
15,000,000
2. Transient occupancy tax
6,848,132
6,700,000
6,900,000
7,200,000
3. Property tax
4,969,407
5,200,000
4,770,000
4,770,000
4. Interest & Rental (Energy, Co. Lease)
1,766,868
1,575,000
780,000
942,000
5. Transfers in (Gas, Starwood, Office, Int.)
4,747,672
2,700,000
2,800,000
2,800,000
6. Franchises
2,705,902
2,800,000
2,800,000
2,800,000
7. State subventions(VLF)
3,738,160
3,725,000
3,725,000
3,725,000
8. Building/Subdivision/Zoning
993,307
670,000
680,000
662,500
9. Fees for Services/Reimbursements
3,526,660
2,993,000
2,676,500
2,269,500
10. Business license tax
1,071,997
1,200,000
1,200,000
1,200,000
11. Timeshare mitigation fee
1,483,220
1,000,000
1,485,000
1,485,000
12. Plan check fees
224,325
200,000
250,000
250,000
13. Property transfer tax
445,580
350,000
450,000
450,000
14. Other revenues
273,403
597,000
197,000
302,000
Totals General Fund
46,068,426
42,910,000
43,013,500
43,856,000
Fire Tax Fund:
1. Structural Fire Tax
5,381,363
5,100,000
5,270,000
5,171,872
2. Prop. A. Fire Tax
1,628,841
2,039,000
2,039,000
2,329,908
3. Reimbursements
755,975
756,000
796,000
879,307
4. Interest Income
82,677
50,000
35,000
25,000
5. Fire Tax Reserves
-
-
-
48,000
Totals Fire Tax Fund
7,848,856
7,945,000
8,140,000
8,454,087
TOTAL FIRE AND GENERAL FD
53,917,282
50,855,000
51,153,500
52,310,087
Page 1-9
RESOLUTION NO. 2011-59
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Budget Projected Budget
CATEGORY / FUND FY 09-10 FY 10-11 FY 10-11 FY 11-12
Gas Tax Fund:
1. Gas Tax
1,295,210
837,500
1,356,250
1,395,700
2.Interest
30,055
12,500
5,000
11,200
Total Gas Tax
1,325,266
850,000
1,361,250
1,406,900
Traffic Safety Fund:
1. Vehicle Fines
184,793
149,000
165,000
174,000
2.Interest
1,710
1,000
1,000
1,000
Total Traffic Safety Fund
186,503
150,000
166,000
175,000
Measure A Fund:
1. Sales Tax 1,958,640 1,800,000 1,800,000 1,913,000
2. Reimbursements/Intergovernmental - 11,841,390 934,000 12,170,500
3.Interest 380,488 250,000 150,000 200,000
Total Measure A Fund 2,339,129 13,891,390 2,884,000 14,283,500
Housing Mitigation Fund:
1. Development Fee
2. Other Revenue
69,203 5,500 15,759 6,000
60,000 120,000 120,000 120,000
2.Interest 43,480 40,000 49,000 12,000
Total Housing Mitigation Fund: 172,683 165,500 184,759 138,000
CDBG Block Grant Fund:
1. CDBG Block Grant 297,882 417,000 400,000 396,000
2. Reim bursements(Program Income) - 10,000 2,000 4,000
3.Interest 315 500 300 400
Total CDBG Fund 298,197 427,500 402,300 400,400
Child Care Program
1. Child Care Fee
180,214
5,000
20,000
5,300
2.Interest
35,339
20,000
15,000
10,000
Total Child Care Fund
215,553
25,000
35,000
15,300
Page 1-10
RESOLUTION NO. 2011-59
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual
Budget
Projected
Budget
CATEGORY / FUND
FY 09-10
FY 10-11
FY 10-11
FY 11-12
Public Safety Grant Fund:
1. Federal Grants
91,815
341,300
80,000
27,000
2. State Grants
193,145
106,300
93,000
61,000
3.Interest
1,063
500
100
-
Total Public Safety Fund
286,023
448,100
173,100
88,000
New Construction Tax Fund:
1. Development Fee
87,430
75,000
82,500
90,000
2. Interest
25,443
17,000
1,000
11,000
Total New Construction Fund
112,873
92,000
83,500
101,000
Drainage Facility Fund:
1. Development Fee
2. Reimbursements
30,140
13,435
7,000
3.1nterest 98,122 80,000 40,000 40,000
Total Drainage Facility Fund 141,697 80,000 40,000 47,000
Park & Recreation Fund:
1. Reimbursements/Fee - 1,000,000
2. Interest 42,756 50,000 7,000 7,000
Total Park & Recreation Fund 42,756 1,050,000 7,000 7,000
Signalization Fund:
1. Development Fee 24,444 - - 5,000
2. Reimbursements - 430,450 - 234,950
3.1nterest 13,897 10,000 5,000 5,000
Total Signalization Fund 38,341 440,450 5,000 244,950
Fire Facilities Fund:
1. Development Fee 18,574 42,000 37,000 37,000
2. Interest 11,381 10,000 5,000 5,000
Total Fire Facilities Fund 29,955 52,000 42,000 42,000
Waste Recycling Fund:
1. Waste Recycling Fee 521,856 460,000 380,000 310,000
2. Reimbursements 60,713 100,000 - -
3.Interest 278 90,000 60,000 60,000
Total Waste Recycling Fund 582,847 650,000 440,000 370,000
Page 1-11
RESOLUTION NO. 2011-59
PALM DESERT ESTIMATED REVENUES, Exhibit 1
CATEGORY / FUND
Actual
FY 09-10
Budget
FY 10-11
Projected
FY 10-11
Budget
FY 11-12
Energy Independence Program:
1. Loans Proceeds
-
-
-
-
2. Reimbursements
255,594
410,000
410,000
621,410
3.Interest
6,453,249
70,000
30,000
30,000
Total Waste Recycling Fund
6,708,843
480,000
440,000
651,410
Air Quality Management Fund:
1. Air Quality Fee
58,322
60,000
60,000
60,000
2.1nterest
4,611
3,000
2,000
2,000
Total Air Quality Fund
62,933
63,000
62,000
62,000
City Wide Business Prom. Fund:
1. Business License -$1 Day Use Fee(COD) 41,987 50,000 45,000 -
Total Business Prom. Fund 41,987 50,000 45,000 -
Art in Public Places Fund:
1. Development Fee
80,330
67,000
67,000
73,000
2.1nterest
42,110
35,000
20,000
20,000
Total AIPP Fund
122,440
102,000
87,000
93,000
AIPP Maintenace Fund:
1. AIPP Transfers In 12,243 - - -
Total AIPP Maint. Fund 12,243 - - -
Golf Course Maint/Improv Fund:
1. Time Share Mitigation & Amenity Fees 880,427 864,000 864,000 991,222
2.1nterest 952 40,000 10,000 10,000
Total Golf Course Maint. Fund 881,379 904,000 874,000 1,001,222
Aquatic Center Fund:
1. Other Revenue - - - 540,735
2. Transfer In (General Fund) - - 101,871 778,529
Total oCourse Maint. Fund 101,871 1,319,264
Page 1-12
RESOLUTION NO.2011-59
PALM DESERT ESTIMATED REVENUES, Exhibit 1
CATEGORY / FUND
Actual Budget Projected Budget
FY 09-10 FY 10-11 FY 10-11 FY 11-12
Retiree Health Fund:
1. General Fund Contribution - 107,200 107,200 107,200
2.Interest 62,173 46,000 20,000 20,000
Total Retiree Health Fund 62,173 153,200 127,200 127,200
El Paseo Merchant Fund:
1. El Paseo Merchant Fee(Business License) 193,426 200,000 200,000 220,000
2010 Capital Project Reserve:
1. State, Federal, CVAG Reimb.,Other Rev.
972,620
3,057,300
-
2,477,700
2.Interest
932,708
456,000
130,000
140,000
Total Capital Project Fund
1,905,328
3,513,300
130,000
2,617,700
Parks Fund:
1. Reimbursements
-
2. Interest
139,047
100,000
100,000
100,000
Total Parks Fund
139,047
100,000
100,000
100,000
Drainage Fund:
1.Interest
57,863
50,000
25,000
25,000
Total Drainage Fund
57,863
50,000
25,000
25,000
Signal Fund:
1. Reimbursements
-
752,500
-
849,500
2.Interest
6,153
5,000
2,000
2,000
Total Signal Fund
6,153
757,500
2,000
851,500
Library Fund:
1. General Fund Transfers In
301,729
340,000
340,000
375,000
Total Library Fund
301,729
340,000
340,000
375,000
Building Maintenance Fund:
1. General Fund Transfers In 67,005 30,000 30,000 30,000
Total Building Maintenance Fund 67,005 30,000 30,000 30,000
Page 1-13
RESOLUTION NO. 2011-59
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Budget Projected Budget
CATEGORY / FUND FY 09-10 FY 10-11 FY 10-11 FY 11-12
Property Maintenance City/RDA Fund:
1. General Fund Transfers In - - 19,000 147,000
Total Property Maint. City/RDA Fund - - 19,000 147,000
Debt Service Funds
1. Transfer In 10,733,453 9,876,371 9,876,371 9,895,023
Total Debt Service Funds 10,733,453 9,876,371 9,876,371 9,895,023
Parkview Office Complex Fund:
1. Rent/Leases of Buildings
1,048,100
975,000
975,000
975,000
2.Interest
29,904
35,000
35,000
35,000
Total Parkview Office Fund
1,078,004
1,010,000
1,010,000
1,010,000
Equipment Replacement Funds:
1. General & Fire Fund Transfer In
124,352
136,000
136,000
136,000
2.Interest
527,433
70,000
50,000
50,000
Total Equip. Replacement Fund
651,785
206,000
186,000
186,000
Landscape & Lightinq Districts:
1. Transfer In
2. Taxes
40,704 70,000 50,000 77,000
302,771 296,769 296,769 308,106
3. Interest 4,911 - - -
Total Landscape & Lighting 348,386 366,769 346,769 385,106
Business Improvement Districts:
1. Taxes 400,965 429,381 429,379 456,795
2.Interest - - - -
Total Business Improvement 400,965 429,381 429,379 456,795
Desert Willow Golf Fund:
1. Golf Course
2 Resturant Revenue
7,055,275
2,005,700
7,130,990
1,419,102
7,130,990
1,419,102
7,496,426
2,388,515
3. Interest - - - -
Total Desert Willow Fund 9,060,975 8,550,092 8,550,092 9,884,941
Page 1-14
DEPARTMENT TITLE
APPROPRIATIONS
FY 2011-2012
GENERAL FUND
City Council
407,770
City Clerk
989,300
Elections
0
Legislative Advocacy
38,000
City Attorney
237,000
Legal Special Services
335,000
City Manager
853,002
Community Services
386,226
Finance
1,827,203
Independent Audit
52,000
Human Resources
466,664
General Services
558,000
Information Technology
829,556
Unemployment Insurance
180,000
Insurance
541,700
Interfund Transfers
1,278,529
Police Services
16,647,638
Animal Regulation
254,904
P.W-St Light/Traffic Sfty
248,000
Development Services
0
Public Works- Admin
2,411,570
Public Works -Street Maint
2,687,200
PW-Street Resurfacing/Striping/Storm Drain/Parking/Curb & Gutter
2,180,000
PW-Corp. Yard
75,500
PW-Equipment
460,000
PW-Public Bldg-Opr/Maint.
570,698
PW-Portola Community Center
75,912
NPDES-Storm Water Permit
54,000
Community Promotions
564,875
Marketing
866,450
Visitors Information Center
475,386
Building & Safety
1,521,365
Planning & Community Dev
1,589,520
Office of Energy Management
0
PW- Civic Center Park
778,050
PW- Park Maintenance
711,500
PW-Landscape Services
2,024,717
Outside Agency Funding
655,000
TOTAL GENERAL FUND
43,832,235
TRAFFIC SAFETY
175,000
GAS TAX
1,271,344
MEASURE A
1,000,000
HOUSING MITIGATION FEE
500,000
COMMUNITY DEVELOPMENT
400,500
CHILD CARE PROGRAMS
-
PUBLIC SAFETY GRANTS
3,000
DRAINAGE
-
PROP A FIRE TAX
9,946,973
NEW CONSTRUCTION TAX
420,000
PARK AND REC
-
SIGNALIZATION
-
FIRE FACILITY FUND
-
WASTE RECYLCING FEES
1,142,695
ENERGY INDEPENDENCE PROGRAM ***
686,782
AIR QUALITY MGMT
62,500
AQUATIC CENTER
1,319,264
PARK & RECREATION
226,000
PROPERTY CITY/RDA
50,000
BUILDING MAINTENANCE
30,000
2010 PLAN RESERVES
876,000
DRAINAGE
150,000
SIGNALIZATION
75,000
LIBRARY
358,500
ART IN PUBLIC PLACES 442,207
MAINTENANCE OF ART -
Enterprise Fund - Parkview Office Complx *** 1,334,000
Enterprise Fund - Desert Willow 10,849,062
Equipment Replacement Fund 430,000
GOLF COURSE IMPROVEMENTS 1,505,500
Retiree Health 820,000
FUND NAME APPROPRIATIONS
FY 2011-2012
DEBT SERVICE FUNDS
Debt Service - 94-2 Sunterrace
92,210
Debt Service - 94-3 Merano
113,445
Debt Service - CFD98-1 Canyons of Bighorn
113,435
Debt Service - 01-1 Silver Spur Undergrounding
188,340
Debt Service - Highlands Undergrounding
149,264
Debt Service - 04-02 SECTION 29
1,957,760
Debt Service - CFD91-1 A Indian Ridge
1,176,100
Debt Service - CFD Univ. Park
4,604,818
P.D. Financing Auth-RDA
33,729,849
P.D. Financing Auth-City1,504,595
TOTAL
43,629,816
SPECIAL ASSESSMENT FUNDS
EL PASEO MERCHANTS 220,000
LANDSCAPE & LIGHTING ZONES 388,905
BUSINESS IMPROVEMENT DISTRICT 404,589
TOTAL SPECIAL ASSESSMENT 1,013,494
*** The Energy Independence Program Fund has appropriated $500,000 for debt payment, and th,
Parkview Office Complex has appropriated $531,000 for FRV cushion.
CITY OF PALM DESERT Exhibit 3
CAPITAL IMPROVEMENT PROGRAM NO. 2011- 59
EXISTING PROJECTS IN
FISCAL YEAR 2010-11 CONTINUED
TO FY 2011-2012
PROJECT TITLE
ESTIMATED
ACCOUNT
FUNDING
FY 2010-11
PROJECT
NUMBERS
SOURCES
to FY11-12
TOTAL FOR
SEE NOTE
LIFE OF
PROJECT
General Fund 110
Street Resurfacing
1,900,000
110-4311-433.33-20
General Fund
1,109,203
Parking Lot Maintenance
80,000
110-4313-433.33-20
General Fund
33,690
Street Striping
218,000
110-4315-433.33-20
General Fund
99,942
McCallum Theatre Parking Lot Improvements
225,000
110-4800-454.38-79
General Fund
225,000
Gas Tax Fund 211
Street Resurfacing
656,656
211-4311-433.33-20
Gas Tax Fund 211
656,656
Measure A Fund 213
Portola/1-10 Interchange ROW / Design
74,500,000
213-4351-433.40-01
Measure A Fund 213
3,995,742
Hwy 111 Improvement -Sidewalk, Plaza Way
1,000,000
213-4362-433.40-01
Measure A Fund 213
1,463,846
Monterey Improvement - FW to CC
6,500,000
213-4368-433.40-01
Measure A Fund 213
2,500,000
Fred Waring & Monetery Ave. Turn Pockets
3,122,710
213-4383-433.40-01
Measure A Fund 213
2,847,934
Fred Waring Turn Pocket Hwy 111
775,000
213-4384-433.40-01
Measure A Fund 213
710,048
Monterey Ave Ramp Modification
12,000,000
213-4389-433.40-01
Measure A Fund 213
8,152,242
Portola & Frank Sinatra Improvements
1,300,000
213-4548-433.40-01
Measure A Fund 213
130,000
Housing Mitigation Fund 214
None
0
Childcare Fund 228
City Childcare Facility
1,500,000
228-4800-454.40-01
Childcare Fund 228
1,339,649
Public Safety Police Grants Fund 229
Local Law Enforcement
100,000
229-4210-422.3914
Public Safety Police FD 229
60,910
Justice Assistance Grants
91,798
229-4210-422.3916
Public Safety Police FD 229
5,300
Click It or Ticket
Continuing
229-4210-422.3919
Public Safety Police FD 229
900
DUI Mini Grant
26,640
229-4210-422.3919
Public Safety Police FD 229
20,800
New Construction Tax Fund 231
ADA Retrofit Curb & Gutter
Continuing
231-4312-433-4001
New Construction Tax FD 231
100,000
City -Wide Parking Lots Development
100,000
231-4313-433.33-20
New Construction Tax FD 231
42,000
Drainage Fund 232
Hwy 111 Drainage Improvements
100,000
232-4362-433.40-01
Drainage Fund 232
100,000
Cook Street Drainage
2,000,000
232-4375-433.40-01
Drainage Fund 232
1,741,605
Portola & Frank Sinatra
3,300,600
232-4548-433.40-01
Drainage Fund 232
3,095,206
Park & Rec Facilities Fund 233
Aquatic Facility
1,275,000
233-4549-454.40-01
Park & Rec Fac. FD 233
904,146
ADA Upgrades to Playgrounds
Continuing
233-4601-454.40-01
Park & Rec Fac. FD 233
45,522
Citywide Park Improvements
Continuing
233-4618-454.40-01
Park & Rec Fac. FD 233
56,000
Civic Center Park Improvements
Continuing
233-4674-454.40-01
Park & Rec Fac. FD 233
84,192
Traffic Signals Fund 234
Traffic Signal Coordination
210,000
234-4594-422.40-01
Signalization FD 234
93,719
Traffic Signal -Accessible Program-ADA
Continuing
234-4565-422.40-01
Signalization FD 234
100,000
Fred Waring @ San Pascual
300,000
234-4276-422.40-01
Signalization FD 234
289,707
Fire Facilities Fund 235
New North Sphere Fire Station
3,504,271
235-4270-422.40-01
Fire Facilities Fund 235
614,606
Recvclina Fund 236
None
0
Enerav Independence Loan Fund 237
Loans
I Continuing
237-4511-411.36-97
jEnergy Independence FD237
1 3,034,000
CITY OF PALM DESERT Exhibit 3
CAPITAL IMPROVEMENT PROGRAM NO. 2011-59
EXISTING PROJECTS IN FISCAL YEAR
2010-11 CONTINUED
TO FY 2011-2012
PROJECT TITLE
ESTIMATED
ACCOUNT
FUNDING
FY 2010-11
PROJECT
NUMBERS
SOURCES
to FY11-12
TOTAL FOR
SEE NOTE
LIFE OF
PROJECT
Air Ouality Mamt Fund 238
Bus Stops
250,000
238-4354-433.40-01
Air Qualiyt Mgmt Fund 238
248,000
Golf Course Maintenance
None
0
Capital Pro! Reserve Fund 400
Hwy 111 Improvement -Sidewalk, Plaza Way
814,000
400-4362-433.40-01
Year 2010 Fund 400
788,056
Alessandro Improvements
5,681,708
400-4341-433.40-01
Year 2010 Fund 400
396,337
Mid Valley Bike Path
5,800,000
400-4544-433.40-01
Year 2010 Fund 400
400,000
Portola Ave Improvements & sidewalk
2,158,890
400-4438-433.40-01
Year 2010 Fund 400
1,911,386
PM 10 Soil Stabilization
355,000
400-4515-433.40-01
Year 2010 Fund 400
76,000
Portola & Frank Sinatra Improvements
500,000
400-4548-433-40-01
Year 2010 Fund 400
259,100
Council Chamber
174,091
400-4563-433.40-01
Year 2010 Fund 400
127,409
Sewer Laterals Installations
Continuing
400-4598-433.40-01
Year 2010 Fund 400
23,723
Major Landscaping Projects
Continuing
400-4614-433.40-01
Year 2010 Fund 400
137,546
1-10 / Monterey Ave Landscaping
820,350
400-4646-433.40-01
Year 2010 Fund 400
801,849
Drainage Facilities Fund 420
Various Drainage Improvements
2,094,795
420-4370-433.40-01
Drainage Facilities FD 420
1,852,188
CP Parks & Rec Facilities Fund 430
Legends Fields Columns
15,000
430-4638-454.40-01
Park & Rec Fac. FD 430
15,000
Art In Public Places Fund 436
None
0
CP Sianalization Fund 440
Traffic Signal -Accessible Program-ADA
Continuing
440-4565-422.40-01
Signalization FD 440
100,000
Traffic Signal Coordination
875,500
440-4594-422.40-01
Signalization FD 440
860,768
Building Maintenance Fund 450
Solar Panel Installation - Corp Yard & Parkview
240,000
450-4164-415.40-01
Building Maintenance FD 450
145,000
Civic Center Restrooms - ADA
250,000
450-4161-415.40-01
Building Maintenance FD 450
250,000
Civic Center Roof
1,000,000
450-4161-415.40-01
Building Maintenance FD 450
6,425
Remodeling CC Chamber Bathrooms - ADA
150,000
450-4161-415.40-01
Building Maintenance FD 450
150,000
Parkview Office Complex Fund 510
Solar Panel Installation - Corp Yard & Parkview
350,000
510-4195-495.40-20
Parkview Office FD 510
253,917
TOTAL EXISTING PROJECTS 1 1 $42,455,269
* NOTE: APPROPRIATIONS AND/OR ENCUMBRANCES FOR REBUDGET/CARRYOVER
FROM FISCAL YEAR 2010-11 TO 2011-12
** NOTE: DUE TO TIMING OF EVENTS, NO CONTRACT HAS BEEN OBTAINED, HOWEVER, FUNDS NEED TO BE CARRIED OVER TO
PREVENT SHORTING IN COMING FISCAL YEAR.
Continuing appropriations are amounts which have been appropriated in FY 2010-11 and are not expected to be expended by
June 30, 2011. These funds are primarily for capital budgets and specific programs that overlap fiscal years. When authorized,
continuing appropriation amounts are added to the new fiscal year budget amounts in order to track all approved spending.
The exact amount of appropriations for carryover in each fund indicated will be determined at the end of the fiscal year during the
preparation of financial statements. This amount will include: 1) purchase orders and contracts encumbered totals and
2) unencumbered balances as of June 30, 2011 for appropriations approved by the City Council through the last meeting in
June, 2011.
AMOUNTS ARE SUBJECT TO CHANGE DUE TO PROJECTS APPROVED BY COUNCIL PRIOR TO JUNE 30, 2011
Note:Above amounts are as of March, 2011
CITY OF PALM DESERT
APPROPRIATIONS LIMIT
FISCAL YEAR 2011-2012
Item 3
RESOLUTION NO. 2011- 60
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE
2011-2012 FISCAL YEAR
WHEREAS, the voters approved the Gann Spending Limitation Initiative (Proposition 4) on
November 6, 1979, adding Article XIII B to the Constitution of the State of California to establish and
define annual appropriation limits on state and local government entities; and
WHEREAS, Chapter 120-5 of the Revenue and Taxation Code Section 7910 (which incorporates
California Senate Bill 1352) provides for the implementation of Article XIII B by defining various terms
used in this Article and prescribing procedures to be used in implementing specific provisions of the
Article, jurisdiction of its appropriations limit; and
WHEREAS, the required calculation to determine the Appropriations Limit for Fiscal Year
2011-2012, has been performed by the Finance Department based on available information and is on file
with the Finance Department and available for public review;
WHEREAS, finance staff will recalculate the Appropriations Limit for respective fiscal periods
including Fiscal Year 2011-2012, as soon as information regarding the percentage changes in the local
assessment roll due to additional local nonresidential new construction is made available by the
Riverside County Assessor's office;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, that
the City of Palm Desert Appropriations Limit is hereby established as $94,381,345
for 2011-2012 Fiscal Year.
PASSED, APPROVED AND ADOPTED at the regular meeting of the Palm Desert City Council
held on this 23 day of June 2011, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN BENSON, MAYOR
ATTEST:
RACHELLE KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
CITY OF PALM DESERT
FISCAL YEAR 2011-2012
APPROPRIATIONS LIMIT CALCULATION
Article XIII B of the California Constitution requires adoption of an annual appropriation limit. The original base
year limit was adopted in FY 1978-79 and has been adjusted annually for increase by a factor comprised of the
percentage change in population combined with either the percentage change in California per capita personal
income or the percentage change in local assessment roll due to the addition of local nonresidential new
construction. The changes in the local assessment roll due to additional local nonresidential new construction for
current and prior periods have not been available from the County Assessor's office.
The November, 1988 voters approved Proposition R which increased the limit to $25,000,000. It expired in
November, 1992. The FY 1993-94 limit was calculated with prior years re -calculated to reflect the expiration of the
$25,000,000 limit.
AMOUNT
A. 2010-11 APPROPRIATION LIMIT 90,238,536
B. ADJUSTMENT FACTORS
1. POPULATION %
POPULATION % CHANGE 2.03
POPULATION CONVERTED TO RATIO (2.03+100)/100 1.0203
2. INFLATION %
USING % CHANGES IN CALIF PER CAPITA PERSONAL INCOME
PER CAPITA % CHANGE 2.51
PER CAPITA CONVERTED TO RATIO (2.51+100)/100 1.0251
3. CALCULATION OF FACTOR FOR FY 11-12
C. 2011-12 APPROPRIATIONS LIMIT BEFORE ADJUSTMENTS
D. OTHER ADJUSTMENTS
E. 2011-2012 APPROPRIATIONS LIMIT
F. JAPPROPRIATIONS SUBJECT TO LIMIT
G. [OVER/(UNDER LIMIT
1.0459
94,381,345
0
94,381,345
32,874,748
61, 506, 597
PRIOR YEAR'S CALCULATION
STATE DEPT OF FINANCE
CALCULATED
STATE DEPT OF FINANCE
CALCULATED
B1'B2
B3'A
CALCULATED
C+D
CALCULATED
F-E
REDEVELOPMENT AGENCY
FINANCIAL PLAN
FISCAL YEAR 2011-2012
Item 4
RESOLUTION NO. 586
A RESOLUTION OF THE BOARD OF THE
PALM DESERT REDEVELOPMENT AGENCY, PALM DESERT, CALIFORNIA,
ADOPTING A PROGRAM AND FINANCIAL PLAN
FOR THE FISCAL YEAR JULY 1, 2011 THROUGH JUNE 30, 2012
WHEREAS, the Board has received and considered the proposed Program and Financial Plan
submitted by the Executive Director on June 23, 2011; and
WHEREAS, after due notice, the Board held a public hearing on the proposed plan.
NOW, THEREFORE, BE IT RESOLVED by the Board of the Palm Desert Redevelopment
Agency, Palm Desert, California, that:
1. The amounts shown on Exhibit 1, "Estimated Revenues," are hereby accepted as the
Estimated Revenues for the 2011-2012 Fiscal Year for each fund and revenue source.
2. The amounts shown on Exhibit 2, "Appropriations," are hereby appropriated to the
departments and activities indicated. The Executive Director, or his duly appointed
representative, will have the authority to approve intra-departmental budgeted line -item
variations; additional appropriations or inter -departmental budget transfers will be specifically
approved by further Redevelopment Board action during the 2011-2012 Fiscal Year as the need
arises.
3. The amounts shown on Exhibit 3, "Continuing Appropriations, Existing Capital
Projects," are hereby accepted as continuing appropriations from the 2010-2011 Fiscal Year.
The amounts included in this exhibit include all unexpended amounts from purchase orders and
contracts encumbered by June 30, 2011.
PASSED, APPROVED AND ADOPTED at the regular meeting of the Palm Desert
Redevelopment Agency held on this 23 day of June, 2011, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN BENSON, MAYOR
ATTEST:
RACHELLE KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
res-rdafinplan10-11.docx2 w
RESOLUTION NO. 586
PALM DESERT ESTIMATED REVENUES, Exhibit 1
Actual Budget Projected Budget
CATEGORY / FUND FY 09-10 FY 10-11 FY 10-11 FY 11-12
Project Area 1 Fund:
2. Transfers In 1,257,659 - - -
Total Project Area 1 Fund 1,257,659 - - -
Financing Authority RDA:
1. Transfer In
3. Interest
Total Debt Service 1 Fund
Debt Service 1 Fund:
1. Tax Increment
2. Transfer In & Interest
Total Debt Service 1 Fund
Debt Service 2 Fund:
1. Tax Increment
2. Transfer In & Interest
Total Debt Service 2 Fund
Debt Service 3 Fund:
1. Tax Increment
2. Transfer In & Interest
Total Debt Service 3 Fund
33,369,740 33,862,994 33,862,994 33,729,849
33,369,740 33,862,994 33,862,994 33,729,849
52,155,348 48,169,714 48,573,710 48,206,350
122,178 131,884 - -
52,277,526 48,301,598 48,573,710 48,206,350
18,562,862 17,170,756 15,199,011 15,038,543
76,388 47,093 - -
18,639,250 17,217,849 15,199,011 15,038,543
4,796,609 4,424,678 4,272,422 4,227,287
31,902 12,339 - -
4,828,511 4,437,017 4,272,422 4,227,287
Debt Service 4 Fund:
1. Tax Increment 13,129,446 12,353,193 12,353,193 11,794,224
2. Transfer In & Interest 66,128 33,685 - -
Total Debt Service 4 Fund 13,195,574 12,386,878 12,353,193 11,794,224
Housing Fund:
1. Transfers In & Interest
Total Housing Fund
19,053,112 16,423,669 16,423,669 15,853,281
19,053,112 16,423,669 16,423,669 15,853,281
Page 1-15
FUND NAME APPROPRIATIONS
FY 2011-2012
REDEVELOPMENT AGENCY FUNDS
Project Area #1
Project Area #2
Project Area #3
Project Area #4
Debt Service PJ Area #1
Debt Service PJ Area #2
Debt Service PJ Area #3
Debt Service PJ Area #4
Housing Set Aside
Total Redevelopment Agency Funds
2,974,389
572,500
146,500
350,500
44,110, 995
15,117,384
3,528,840
11,443,560
16,252,529
94,497,197
REDEVELOPMENT AGENCY Exhibit 3
CAPITAL IMPROVEMENT PROGRAM NO. 586
EXISTING PROJECTS IN FISCAL YEAR 2010-11 CONTINUED TO FY 2011-2012
PROJECT TITLE
ESTIMATED
PROJECT
TOTAL FOR
LIFE OF
PROJECT
ACCOUNT
NUMBERS
FUNDING
SOURCES
FY 2010-11
to FY11-12
SEE NOTE
RDA Project Area #1 Fund 850
Fire Station #33 Renovation
900,000
850-4220-464.40-01
RDA PJ Area#1
384,479
Portola Ave Improvements & sidewalk
974,135
850-4438-433.40-01
RDA PJ Area#1
927,463
Fred Waring & Monetery Ave. Turn Pockets
572,710
850-4383-433.40-01
RDA PJ Area#1
466,666
Alessandro Alleyway
5,681,708
850-4341-433.40-01
RDA PJ Area#1
4,689,188
Monterey Widening (CC to Ford)
1,000,000
850-4363-433.40-01
RDA PJ Area#1
985,720
Property Acquisition
Continuing
850-4495-464.40-01
RDA PJ Area#1
737,157
Portola Properties/Adobe Villas
220,000
850-4627-466.40-01
RDA PJ Area#1
32,279
El Paseo Revitalization
5,000,000
850-4679-464.40-01
RDA PJ Area#1
4,412,889
RDA Project Area #2 Fund 851
Fire Station #71 Renovation
900,000
851-4220-464.40-01
RDA PJ Area#2
377,528
NS Fire Station
7,174,924
851-4270-422.40-01
RDA PJ Area#2
7,174,924
Portola @ 1-10
4,300,000
851-4351-433.40-01
RDA PJ Area#2
4,122,034
Monterey/Country Club to G. Ford
500,000
851-4363-433.40-01
RDA PJ Area#2
500,000
Monterey @ 1-10
2,000,000
851-4389-433.40-01
RDA PJ Area#2
734,096
Berger Circle
1,339,000
851-4432-464.40-01
RDA PJ Area#2
172,715
Aquatic Facility
6,000,000
851-4549-454.40-01
RDA PJ Area#2
647,824
NS Infrastructure (DW Well Sites)
2,097,364
851-4619-433.40-01
RDA PJ Area#2
1,323,189
Police Academy (COD)
500,000
851-4800-454.39-04
RDA PJ Area#2
200,000
RDA Project Area #3 Fund 853
Portola @ I-10
8,200,000
853-4351-433.40-01
RDA PJ Area#3
8,200,000
Cook Street Improvements
3,000,000
853-4385-433.40-01
RDA PJ Area#3
2,639,182
Police Academy (COD)
500,000
853-4800-454.39-04
RDA PJ Area#3
500,000
RDA Proiect Area #4 Fund 854
Underground Neighborhood
13,380,000
854-4256-464.40-01
RDA PJ Area#4
13,151,155
Casey's Restaurant
Continuing
854-4495-499.40-10
RDA PJ Area#4
89,171
Kansas Street Pocket Park
250,000
854-4625-454.40-01
RDA PJ Area#4
62,507
Police Academy (COD)
500,000
854-4800-454.39-04
RDA PJ Area#4
500,000
TOTAL EXISTING PROJECTS
NOTE: APPROPRIATIONS AND/OR ENCUMBRANCES FOR REBUDGET/CARRYOVER
FROM FISCAL YEAR 2010-11 TO 2011-12
Continuing appropriations are amounts which have been appropriated in FY 2010-11 and are not expected to be expended by
June 30, 2011. These funds are primarily for capital budgets and specific programs that overlap fiscal years. When authorized,
continuing appropriation amounts are added to the new fiscal year budget amounts in order to track all approved spending.
The exact amount of appropriations for carryover in each fund indicated will be determined at the end of the fiscal year during the
preparation of financial statements. This amount will include: 1) purchase orders and contracts encumbered totals and
2) unencumbered balances as of June 30, 2011 for appropriations approved by the Agency through the last meeting in
June, 2011.
AMOUNTS ARE SUBJECT TO CHANGE DUE TO PROJECTS APPROVED BY COUNCIL PRIOR TO JUNE 30, 2011
Note:Above amounts are as of March, 2011
$53, 030,166
PALM DESERT HOUSING AUTHORITY
FINANCIAL PLAN
FISCAL YEAR 2011-2012
Item 5
RESOLUTION HA - 44
A RESOLUTION OF THE CITY COUNCIL OF THE HOUSING AUTHORITY OF PALM
DESERT, CALIFORNIA, ADOPTING A PROGRAM AND FINANCIAL PLAN FOR THE FISCAL
YEAR JULY 1, 2011 THROUGH JUNE 30, 2012
WHEREAS, the Housing Authority has received and considered the proposed Program
and Financial Plan submitted by the Executive Director on June 23, 2011; and
WHEREAS, after due notice, the Housing Authority held a public hearing on the proposed
plan.
NOW, THEREFORE, BE IT RESOLVED by the Palm Desert Housing Authority Board of
the City of Palm Desert, California, that:
1. The amounts shown on Exhibit 1, "Estimated Revenues," are hereby accepted as
the Estimated Revenues for the 2011 /2012 Fiscal Year for each fund and revenue source.
2. The amounts shown on Exhibit 2, "Appropriations," are hereby appropriated to the
departments and activities indicated. The Executive Director, or his duly appointed
representative, will have the authority to approve intra-departmental budgeted line item
variations; additional appropriations or inter -departmental budget transfers will be
specifically approved by further Housing Authority action during the 2011/2012 Fiscal
Year as the need arises.
3. The amounts shown on Exhibit 3, "Continuing Appropriations, Existing Capital
Projects," are hereby accepted as continuing appropriations from the 2010-11 Fiscal Year.
The amounts included in this exhibit include all unexpended amounts from purchase
orders and contracts encumbered by June 30, 2011.
PASSED, APPROVED AND ADOPTED at the regular meeting of the Palm
Desert and Housing Authority held on this 23th day of June, 2011, by the following vote, to
wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN BENSON, MAYOR
ATTEST:
RACHELLE KLASSEN, DEPUTY CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
X1
RESOLUTION NO. HA-44
PALM DESERT ESTIMATED REVENUES, Exhibit 1
CATEGORY/FUND
Housing Authority Fund:
1. Rent fm Apartments/interest
Actual Budget Projected Budget
FY 09-10 FY 10-11 FY 10-11 FY 11-12
4,874,904 4,823,612 4,810,545 4,823,612
2. Reim bursement/Transfers 111,162 - - 2,341,600
Total Housing Authority Fund 4,986,066 4,823,612 4,810,545 7,165,212
Page 1-16
Housing Authority 4,807,962
HOUSING AUTHORITY Exhibit 3
CAPITAL IMPROVEMENT PROGRAM HA 44
EXISTING PROJECTS IN FISCAL YEAR 2010-11 CONTINUED TO FY 2011-2012
PROJECT TITLE
ESTIMATED
PROJECT
TOTAL FOR
LIFE OF
PROJECT
ACCOUNT
NUMBERS
FUNDING
SOURCES
FY 2010-11
to FY11-12
' SEE NOTE
RDA SR Housing Fund 870
Self Help Housing
350,000
870-4474-464.40-01
Housing Fund 870
350,000
Acquisition, Rehabilitation & Resale
Continuing
870-4492-464.40-01
Housing Fund 870
806,721
Home Improvement Program
Continuing
870-4493-464.40-01
Housing Fund 870
488,878
Property Acquisition
Continuing
870-4495-464.40-01
Housing Fund 870
3,837,189
Rental Assistance
Continuing
870-4688-464.40-01
Housing Fund 870
350,419
Home Buyer Subsidies
5,000,000
870-4494-464.39-01
Housing Fund 870
5,000,000
Home Buyer Assistance
Continuing
870-4699-464.40-01
Housing Fund 870
762,692
RDA Palm Desert Housing Auth Fund 871
Laguna Palms Capital
864,765
871-8610-466.40-01
Housing Authority FD 871
364,764
One Quail Place Replacement
Continuing
871-8660-466.33-11
Housing Authority FD 871
11,252
One Quail Place Capital Improvements
78,677
871-8660-466.40-50
Housing Authority FD 871
78,677
California Villas Rehabilitation
1,431,444
871-8680-466.40-01
Housing Authority FD 871
441,234
Carlos Ortega Villas
20,000,000
871-8691-466.40-01
Housing Authority FD 871
19,146,811
Sagecrest Replacement
5,500
871-8695-466.33-11
Housing Authority FD 871
3,676
Sagecrest Capital
700,000
871-8695-466.40-01
Housing Authority FD 871
603,039
Sagecrest Capital Improvement
114,447
871-8695-466.40-50
Housing Authority FD 871
114,447
TOTAL EXISTING PROJECTS
* NOTE: APPROPRIATIONS AND/OR ENCUMBRANCES FOR REBUDGET/CARRYOVER
FROM FISCAL YEAR 2010-11 TO 2011-12
Continuing appropriations are amounts which have been appropriated in FY 2010-11 and are not expected to be expended by
June 30, 2011. These funds are primarily for capital budgets and specific programs that overlap fiscal years. When authorized,
continuing appropriation amounts are added to the new fiscal year budget amounts in order to track all approved spending.
The exact amount of appropriations for carryover in each fund indicated will be determined at the end of the fiscal year during the
preparation of financial statements. This amount will include: 1) purchase orders and contracts encumbered totals and
2) unencumbered balances as of June 30, 2011 for appropriations approved by the Housing Authority through the last meeting in
June, 2011.
AMOUNTS ARE SUBJECT TO CHANGE DUE TO PROJECTS APPROVED BY COUNCIL PRIOR TO JUNE 30, 2011
Note:Above amounts are as of March, 2011
$32,359,799
CITY OF PALM DESERT
SALARY RESOLUTION & SALARY SCHEDULE
FISCAL YEAR 2011-2012
Item 6
RESOLUTION NO. 9n i > _h 1
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, RESCINDS RESOLUTION NO. 2010-47AND
ESTABLISHES ALLOCATED CLASSIFICATIONS, SALARY
SCHEDULE, AND SALARY RANGES, "EXHIBIT A", FOR THE PERIOD
OF July 1, 2011 THROUGH JUNE 30, 2012.
WHEREAS, the City of Palm Desert has met and conferred in good faith with the
Palm Desert Employees Organization (PDEO) in accordance with the Meyers-Milias-
Brown Act and the City employer - employee relations Ordinance No. 1042; and
WHEREAS, the City of Palm Desert has reached agreement and entered into a
Memorandum of Understanding with the employees represented by the Palm Desert
Employees Organization, for the period June 23, 2011, through June 30, 2014; and
WHEREAS, the City of Palm Desert has reached agreement with the employees
represented by the Palm Desert Employees Organization, to adopt "Addendum 1" to the
Memorandum of Understanding for the period February 21, 2008, through February 20,
2011, deferring any cost of living adjustment to July 1, 2011; and
WHEREAS, "EXHIBIT A" is consistent with the MOU/Agreement between the
Palm Desert Employees Organization and the City of Palm Desert.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF PALM DESERT AS FOLLOWS:
SECTION I - SALARY SCHEDULE. RANGES & ALLOCATED CLASSIFICATIONS
All employees shall be classified and shall receive compensation for services
performed. This compensation shall be in accordance with the established salary
schedule and salary ranges for their respective classification as shown below.
The City of Palm Desert's Personnel System, Section 2.52 of the Palm Desert Municipal
Code prescribes specific terms for appointment and tenure of all City employees.
SALARY RESOLUTION NO. 2011_61
SECTION I
AUTHORIZED POSITIONS FY 2010/2011
Department / Division
FTE Classification
Salary
Range
Authorized
CITY MANAGER
(5)
City Manager / Executive Director of Redevelopment Agency
1
1
Assistant to the City Manager
135
1
Risk Manager
129
1
Secretary to the City Manager
116
1
Sr. Office Assistant
107
1 A
Special Programs
(4)
Director of Special Programs
137
1
Recycling Technician
113
1
Administrative Secretary
113
1
Office Assistant II - OR -
104
1
Office Assistant 1
100
City Clerk
(7)
City Clerk
139
1
Deputy City Clerk
118
1
Secretary to the City Council
116
1
Administrative Secretary
113
1
Records Technician
113
1
Main Lobby Receptionist
106
1
Office Assistant 11 - OR -
104
1
Office Assistant 1
100
Human Resources
(3)
Human Resources Director- OR -
139
Human Resources Manager
131
1
Human Resources Technician
113
2
Director of Finance/City Treasurer
145
1
Accounting/Investments
Assistant Finance Director
135
1
Deputy City Treasurer
127
1
Senior Financial Analyst
127
1
Management Analyst 11 - OR -
123
1
Management Analyst 1
120
Administrative Secretary
113
1
Payroll
(1)
Accounting Technician 11
118
1
Accounts Payable
(1)
Accounting Technician 11
118
1
Accounts Receivable
(1)
Accounting Technician II
118
1
Purchasing/Fixed Assets
(1)
Accounting Technician 11
118
1
Business License
(2)
Business License Technician II - OR -
116
1
Business License Technician I
113
Sr. Office Assistant - Business License
107
1
Information Technology
(5)
Information Systems Manager
135
1
G.I.S. Technician
114
1
Information Systems Technician
114
2
Office Assistant 11 - OR -
104
1 B
Office Assistant 1
100
role]9 ••
Community Development /
Planning
(6)
Director of Community Development
144
1
Principal Planner
135
1
Associate Planner - OR -
127
2
Assistant Planner
123
Administrative Secretary
113
1
SALARY RESOLUTION NO. 2011-61
SECTION I
Department / Division
Art in Public Places
FTE Classification
Senior Office Assistant
(2) Public Arts Coordinator
Public Arts Technician
AUTHORIZED POSITIONS FY 2010/2011
Salary Authorized
Range
107 1
118 1
113 1
Code Inspection (6) Code Compliance Manager 127 1 A
Senior Code Compliance Officer 121 1
Code Compliance Officer II - OR - 118 3
Code Compliance Officer 1 114
Code Compliance Technician 113 1
Public Works Administration
(17) Director of Public Works
145 1
City Engineer
139 1
Transportation Engineer
130 1
Senior Engineer/City Surveyor
130 1
Senior Engineer - OR -
129 1
Associate Engineer
127
Sr. Management Analyst
127 2
Project Administrator
127 1
Assistant Engineer
125 1
Management Analyst II - OR -
123 1
Management Analyst 1
120
Public Works Inspector II - OR -
120 3
Public Works Inspector 1
118
Capital Improvement Projects Technician
113 1
Administrative Secretary
113 1
Senior Office Assistant
107 1
Office Assistant II - OR -
104 1
Office Assistant 1
100
Public Works
Streets Maintenance
(21) Maintenance Services Manager
130 1
Engineering Technician II - OR -
118 1
Engineering Technician 1
113
Traffic Signal Specialist
121 1
Traffic Signal Technician II
118
Traffic Signal Technician II
118 1
Mechanic II
113 1
Senior Maintenance Worker
ill 2
Equipment Operator 1
109 3
Maintenance Worker 11 - OR -
106 8
Maintenance Worker 1
101
Maintenance Worker l
101 2
Senior Office Assistant
107 1
Building Operations/
Maintenance
(4) Building Maintenance Supervisor
114 1
Maintenance Worker II - OR -
106 2
Maintenance Worker I - OR -
101
Custodian II - OR -
104 1
Custodian 1
100
Landscape Services
(9) Landscape Manager
129 1
Landscape Specialist
121 1
Senior Landscape Inspector
121 1
Landscape Inspector 11 - OR -
118 4
A
A
SALARY RESOLUTION N0.2011-61
SECTION I
Department / Division
Redevelopment
Visitor Information Center
Housing
FTE Classification
Landscape Inspector I
Parks Facilities Manager
Park Inspector
AUTHORIZED POSITIONS FY 2010/2011
Salary Authorized
Range
114
127 1
113 1
Director of Building & Safety
140
1
Plan Check Manager
127
1
Building Permit Specialist II - OR -
118
2
Building Permit Specialist
ill
Building Inspector II - OR -
118
4
Building Inspector 1
114
Building Inspector I
114
1 A
Administrative Secretary
113
1
Building & Safety Technician
ill
1
Office Assistant II - OR -
104
1
Office Assistant 1
100
(16) ACM/RDA/Housing
151
1
Redevelopment Manager
131
1
Economic Development Manager
134
1
Marketing Manager
131
1
Senior Management Analyst
127
1
Project Administrator
127
1
Accountant II - OR -
121
1
Accountant 1
118
Project Coordinator
121
1
Management Analyst 1
120
1
Economic Development Technician II - OR -
118
1
Economic Development Technician 1
114
Energy Project Technician
114
1
Redevelopment Finance Technician
113
1
Administrative Secretary
113
2
Office Assistant II - OR -
104
1
Office Assistant 1
100
Office Assistant I
100
1
(4) Visitor Information Center Manager
131
1
Senior Office Assistant
107
1
Office Assistant II - OR -
104
1
Office Assistant 1
100
Office Assistant I
100
1
(5) Director of Housing
138
1
Management Analyst II - OR -
123
1
Management Analyst 1
120
Project Coordinator
121
1
Housing Programs Technician
113
2
TOTAL ALLOCATED POSITIONS
138
Footnotes:
A: Allocated but not budgeted. Represents positions unfilled during FY 10/11 due to the Hiring Freeze, which would
require an appropriation prior to filling.
B: Allocated and budgeted, but vacant effective July 1, 2011 due to Hiring Freeze.
A
A
A
Resolution 2011 - 61 - Salary Resolution
SECTION II - EXEMPT PERSONNEL
The following positions are exempt from overtime provisions as defined by the Fair
Labor Standards Act and set forth in the Personnel Rules and Regulations, Section
2.52.305.
The positions designated as Group A have a higher level of responsibility and authority
and among other things, these positions require spending numerous extra hours at
meetings, conferences and work.
Group A:
City Manager
Assistant City Manager Redevelopment/Housing Authority/Economic Dev.
City Clerk
City Engineer
Director of Building & Safety
Director of Community Development
Director of Finance/City Treasurer
Director of Housing
Director of Public Works
Director of Special Programs
The following positions are exempt from overtime provisions as defined by the Fair
Labor Standards Act and set forth in the Personnel Rules and Regulations, Section
2.52.305.
The positions designated as Group B are professional in nature and among other
things, these positions require spending occasional extra hours at meetings,
conferences and work.
Group B:
Assistant to the City Manager
Assistant Finance Director
Assistant Engineer
Assistant Planner
Associate Engineer
Associate Planner
Building Maintenance Supervisor
Code Compliance Manager
Deputy City Treasurer
Economic Development Manager
Human Resources Manager
Marketing Manager
Landscape Manager
Management Analyst 1/11
Maintenance Services Manager
Park Facilities Manager
Plan Check Manager
Principal Planner
Project Administrator
Public Arts Coordinator
Redevelopment Manager
Risk Manager
Secretary to the City Council
Secretary to the City Manager
Resolution 2011 - 61 - Salary Resolution
Senior Engineer Transportation Engineer
Senior Engineer/City Surveyor Visitor Information Center Manager
Senior Financial Analyst
Senior Management Analyst
SECTION III - MILEAGE REIMBURSEMENT
The mileage reimbursement rate to employees required to use their personal car on
City business shall be set by Council and conform to current Internal Revenue Service
guidelines.
SECTION IV - OTHER COMPENSATION
While this resolution establishes the ranges and gross salary for certain positions in the
classified service for the City of Palm Desert, there are other benefits both tangible and
intangible that are not addressed in this document. Unless referenced otherwise, all
benefits in place on June 30, 2011, will continue as constituted.
SECTION V
This resolution is effective upon adoption. The provisions relating to salary and other
compensation shall be effective and where applicable, accrue on, and from
July 1, 2011.
PASSED, APPROVED AND ADOPTED by the Palm Desert City Council this
day of June 2011 by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
JEAN M. BENSON, MAYOR
APPROVED:
RACHELLE KLASSEN, CITY CLERK
CITY OF PALM DESERT
CITY OF PALM DESERT Resolution 2011- 61
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS Attachment "A"
Effective 7/1/2011 - 6/30/12
POSITION CLASSIFICATION
new
GRADE
Step 1
5%
Step 2
5%
Step 3
5% 5%
Step 4 Step 5
5% 7.5%
Ste _6 Step 7
10001
City Manager/ Executive Director of RDA
1
110.60
1
City Council Member
999
3,868.51
Monthly stipend
1
Redevelopment Board Member
50 per meeting attended (Maximum 4 meetings per month)
1
Housing Board Member
30 per meeting attended (Maximum 4 meetings per month)
10002
ACM for RDA/Housing
151
71.76
75.36
79.12
83.07
87.22
91.58
98.46
150
70.01
73.49
77.17
81.02
85.08
89.34
96.05
149
68.30
71.72
75.31
79.07
83.03
87.18 1
93.72
148
66.64
69.97
73.45
77.12
80.98
85.04
91.42
147
65.01
68.26
71.66
75.24
79.01
82.95
89.17
146
63.42
66.59
69.93
73.41
77.08
80.94
1 87.01
10006
10011
Dir. of Finance/City Treasurer
Director of Public Works
145
61.88
61.88
64.96
68.23
71.63
71.63
75.21
75.21
78.98
78.98
84.89
84.89
145
1 64.96
68.23
10009
1 Director of Community Development
144
60.37
63.38
66.55
69.88
73.38
77.05
1 82.83
142
57.45
60.33
63.34
66.51
69.83
73.33
78.81
141
56.06
58.86
61.82
1 64.89
68.13
71.55
76.92
10010
Director of Building & Safety
140
54.68
57.41
60.30
63.31
66.46
69.79
1 75.04
10015
City Clerk
139
53.36
56.04
58.84
61.77
64.86
68.10
73.21
10018
City Engineer
139
53.36
56.04
1 58.84
61.77
1 64.86
68.10
73.21
10014
Director of Housing
138
52.04
54.65
57.38
60.27
63.28
66.43
71.43
10016
Director of Special Programs
137
50.79
53.33
55.99
58.80
61.71
64.82
69.67
136
49.55
52.02
54.63
57.36
60.24
63.24
1 67.99
20003
Engineering Manager
135
48.33
50.76
53.30
55.95
58.75
61.68
66.32
20028
Information System Manager
135
48.33
50.76
53.30
55.95
58.75
61.68
66.32
20060
Assistant to the City Manager
135
48.33
50.76
53.30
55.95
58.75
61.68
66.32
20066
Assistant Finance Director
135
48.33
50.76
53.30
55.95
58.75
61.68
66.32
20075
lPrincipal Planner
135
48.33
50.76
53.30
55.95
1 58.75
61.68
1 66.32
20071
Parks and Recreation Services Manager
134
47.16
49.53
52.00
54.61
57.34
60.21
64.72
20074
Economic Development Manager
134
47.16
49.53
52.00
54.61
57.34
60.21
64.72
CITY OF PALM DESERT Resolution 2011- 61
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS Attachment "A"
Effective 7/1 /2011 - 6/30/12
POSITION CLASSIFICATION
new
GRADE
Step 1
6%
Step 2
6%
Step 3
5%
`Step 4
5% "
Step 5
5%
Step 6
7.6%
Step 7
133
46.00
48.31
50.73
53.27
55.93
58.73
63.14
132
44.90
47.14
49.50
51.97
54.58
57.31
61.61
20030
Redevelopment Manager
131
43.80
45.98
48.28
50.69
53.22
55.88
60.07
20034
Human Resources Manager
131
43.80
45.98
48.28
50.69
53.22
55.88
60.07
20051
Visitors Information Center Manager
131
43.80
45.98
48.28
50.69
53.22
55.88
60.07
20061
Marketing Manager
131
43.80 1
45.98
48.28 1
50.69
53.22
55.88
60.07
20006
Transportation Engineer
130
42.74
44.87
47.11
49.46
51.94
54.54
58.62
20009
Maintenance Services Manager
130
42.74
44.87
47.11
49.46
51.94
54.54
58.62
20056
Senior Engineer/City Surveyor
130
42.74
44.87
47.11 1
49.46
51.94
54.54
58.62
20008
Senior Engineer
129
41.68
43.77
45.96
48.25
50.67
53.19
57.19
20017
Risk Manager
129
41.68
43.77
45.96
48.25
50.67
53.19
57.19
20048
ILandscape Manager
129
41.68
43.77
45.96
48.25
50.67
53.19
57.19
128
40.66
42.68
44.82
47.07
49.42
51.88
55.78
20013
Senior Management Analyst
127
39.66
41.66
43.75
43.75
45.94
45.94
48.23
50.65
54.44
54.44
20015
Associate Planner
127
39.66
41.66
48.23
50.65
20019
Code Compliance Manager
127
39.66
41.66
43.75
45.94
48.23
50.65
54.44
20036
Project Administrator
127
39.66
41.66
43.75
45.94
48.23
50.65
54.44
20038
Plan Check Manager
127
39.66
41.66
43.75
45.94
48.23
50.65
54.44
20064
Deputy City Treasurer
127
39.66
41.66
43.75
45.94
48.23
50.65
54.44
20067
Senior Financial Analyst
127
39.66
41.66
43.75
45.94
48.23
50.65
54.44
20076
1 Parks Facilities Manager
127
39.66
1 41.66
43.75
45.94
1 48.23
50.65
1 54.44
20018
Assistant Engineer
125
37.77
39.65
41.65
43.74
45.93
48.22
51.84
124
36.84
38.69
40.63
42.65
44.79
47.03
50.54
20020
Management Analyst II
123
35.94
37.75
39.63
41.62
43.70
45.88
49.31
20021
Assistant Planner
123
35.94
1 37.75
39.63
41.62
1 43.70
45.88
49.31
122
35.07
36.82
38.65
40.58
42.61
1 44.75
1 48.11
20022
Parks Maintenance Supervisor
121
34.21
35.92
37.73
39.60
41.59
43.67
46.93
CITY OF PALM DESERT Resolution 2011- 61
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS Attachment "A"
Effective 7/1/2011 - 6/30112
POSITION CLASSIFICATION
new
GRADE
Step 1
5%
Step 2
5%
Stop 3
5%
Step 4
5%
Step 5
5%
Step 6
7.5%
Stop 7
30002
Accountant II
121
34.21
35.92
37.73
39.60
41.59
43.67
46.93
30046
Senior Public Works Inspector
121
34.21
35.92
37.73
39.60
41.59
43.67
46.93
30061
Landscape Specialist
121
34.21
35.92
37.73
39.60
41.59
43.67
46.93
30063
Senior Code Compliance Officer
121
34.21
35.92
37.73
39.60
41.59
43.67
46.93
30082
Traffic Signal Specialist
121
34.21
35.92
37.73
39.60
41.59
43.67
46.93
30088
Project Coordinator
121
34.21
35.92
37.73
39.60
41.59
43.67
46.93
30090 1
Senior Landscape Inspector
121
34.21
1 35.92
37.73
39.60 1
41.59
43.67
1 46.93
20058
Management Analyst 1
120
33.38
35.05
36.80
38.62
40.55
42.59
45.79
30013
Sr. Engineering Technician
120
33.38
35.05
36.80
38.62
40.55
42.59
45.79
30076
1 Public Works Inspector 11
120
33.38
35.05
36.80
38.62 1
40.55
42.59
45.79
119
32.56
34.19
35.90
37.69
39.57
41.55
44.66
30006
Public Works Inspector
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30008
Building Inspector 11
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30009
30011
Building Permit Specialist II
118
31.76
33.35
35.02
35.02
36.78
36.78
38.60
40.53
43.57
43.57
Accountant 1
118
31.76
33.35
38.60
40.53
30012
Code Compliance Officer II
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30016
Engineering Technician II
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30041
GIS Technician
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30071
Public Arts Coordinator
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30073
Information Systems Analyst
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30075
Landscape Inspector II
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30080
Accounting Technician II
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30081
Traffic Signal Technician II
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30084
Deputy City Clerk
118
31.76
33.35
35.02
36.78
38.60
40.53
43.57
30087
1 Economic Development Technician II
118
31.76
33.35
35.02
36.78
1 38.60
40.53
1 43.57
117
31.00
32.54
34.17
35.88
37.66
39.55
42.52
20024
Secretary to the City Manager
116
30.23
31.74
33.33
34.98
36.76
38.58
41.48
CITY OF PALM DESERT Resolution 2011- 61
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS Attachment "A"
Effective 7/1/2011 - 6/30112
POSITION CLASSIFICATION
new
GRADE
Step 1
5% '
Step 2
S%
Step 3
5%
cStep 4
5%
Step 5
5%
Step 6
7.5%'
Step 7
20044
Secretary to the City Council
116
30.23
31.74
33.33
34.98
36.76
38.58
41.48
30068
Buisness License Tech II
116
30.23
31.74
33.33
34.98
36.76
38.58
41.48
115
29.50 1
30.99
32.53
34.16 1
35.87
37.65 1
40.48
20072
Building Maintenance Supervisor
114
28.78
30.21
31.73
33.31
34.97
36.74
39.48
30014
Code Compliance Officer 1
114
28.78
30.21
31.73
33.31
34.97
36.74
39.48
30015
Building Inspector 1
114
28.78
30.21
31.73
33.31
34.97
36.74
39.48
30045
Landscape Inspector
114
28.78
30.21
31.73
33.31
34.97
36.74
39.48
30047
Economic Development Technician 1
114
28.78
30.21
31.73
33.31
34.97
36.74
39.48
30056
Information Systems Technician
114
28.78
30.21
31.73
33.31
34.97
36.74
39.48
30085
GIS Technician - Entry Level
114
28.78
30.21
31.73
33.31
34.97
36.74
39.48
30091
1 Energy Project Technician
114
28.78
30.21
31.73
33.31
1 34.97
36.74
1 39.48
30005
Engineering Technician 1
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30018
Human Resources Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30019
Accounting Technician 1
Administrative Secretary
113
113
28.07
29.48
30.94
30.94
32.50
32.50
34.12
34.12
35.83
35.83
38.52
38.52
30020
28.07
29.48
30025
Mechanic II
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30048
Records Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30059
RDA Finance Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30064
Code Compliance Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30072
Business License Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30074
Housing Programs Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30077
Public Arts Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30083
Capital Improvement Projects Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30089
Recycling Technician
113
28.07
29.48
30.94
32.50
34.12
35.83
38.52
30093
1 Parks Inspector
113
28.07
1 29.48
30.94
32.50
34.12
35.83
38.52
112
27.39
28.75
30.18
31.70
33.27
34.94
37.55
30086
Building and Safety Technician
111
26.74
28.07
29.48
30.94
32.50
34.12
36.67
CITY OF PALM DESERT Resolution 2011- 61
SCHEDULE OF SALARY RANGES AND CLASSIFICATIONS Attachment "A"
Effective 7/1/2011 - 6/30/12
POSITION CLASSIFICATION
new
GRADE
Step 1
5%
'Step 2'
5%
`Step 3
5%
Step 4
5% `
Step'5
5%
Step 6
7.5%
Step 7
30021
Senior Maintenance Worker
111
26.74
28.07
29.48
30.94
32.50
34.12
36.67
30023
Building Permit Specialist
111
26.74
28.07
29.48
30.94
32.50
34.12
36.67
30053
lEquipment Operator II
111
26.74
28.07
29.48
1 30.94
32.50
34.12
1 36.67
110
26.08
27.39
28.75
30.18
31.70
33.27
35.79
30052
Equipment Operator I
109
25.45
26.73
28.05
29.46
30.91
32.48
34.90
108
24.81
26.06
27.37
28.73
1 30.16
31.67
1 34.05
30026
Senior Office Assistant
107
24.21
25.44
26.71
28.04
29.45
30.90
33.22
30027
Accounting Assistant II
106
23.60
24.79
26.04
27.34
28.70
30.13
32.39
30029
Maintenance Worker II
106
23.60
24.79
26.04
27.34
28.70
30.13
32.39
30051
1 Receptionist
106
23.60
24.79
26.04
1 27.34
28.70
30.13
1 32.39
30028
Mechanic 1
105
23.04
24.19
25.40
26.68
28.01
29.40
31.61
30030
Office Assistant II
104
22.48
23.60
24.79
26.04
27.34
28.70
30.85
30031
iCustodian II
104
22.48
23.60
24.79
1 26.04
27.34
28.70
1 30.85
103
21.95
23.04
24.18
25.39
26.67
28.00
30.10
102
21.40
22.46
23.58
24.77
26.02
27.31
29.36
30036
Maintenance Worker 1
101
20.88
21.92
23.03
24.17
1 25.38
26.66
28.66
30034
Custodian 1
100
20.37
21.40
22.46
23.58
24.77
26.02
27.96
30035
Office Assistant 1
100
20.37
21.40
22.46
23.58
24.77
26.02
27.96
CITY OF PALM DESERT
FISCAL YEAR 2011-2012
OUT OF STATE TRAVEL
Item 7
CITY OF PALM DESERT
FINANCE DEPARTMENT
STAFF REPORT
To: Honorable Mayor and Members of the City Council
From: Paul S. Gibson, Director of Finance/City Treasurer
Date: June 23, 2011
Subject: Out Of State Travel In FY 2011/2012 Budget
The FY 2011/2012 budget includes out-of-state travel for the departments listed below.
The trips are for attendance at national conferences of professional organizations of which
the City or department head is a member.
City Clerk
.........
IIMC
_.._ ......... .................. .........
Building & Safety
ICC Annual Business Meeting
City Manager
ICMA Annual Conference
American Industrial Hygiene Assn.
RIMS Western Regional Meeting
... .........
NACOSH (Nat'l Advisory Committee)*
.;....... .........
Redevelopment
ICSC
ULI
Marketing Strategy Meeting
......... ......... ..................
Destination Attendee
Milwaukee, WI Landscape Manager
Las Vegas, NV Transportation Engineer
Reno, NV City Engineer & City Surveyor
San Antonio, TX Public Art Coordinator
Portland, OR City Clerk or Deputy City Clk
Phoenix, AZ Director
Milwaukee, WI
City Manager
Indianapolis, IN
I Risk Manager
Philadelphia, PA
Risk Manager
Washington, DC
Risk Manager
Las Vegas, NV ACM, Econ. Dev. Mgr
Washington, DC ACM, 2 staff members
Phoenix, AZ Econ. Dev. Mgr, Visitor Cntr
Mgr, Public Info. Officer
City Council ICSC Las Vegas, NV Council Member
Special National Community Development Assn. TBD Director of Special Programs
Programs
....... ... ......... ......... ......... ......... ......... ._......... ......... ......... .........
* Travel cost to be paid by host organization.
Staff Report
Out of State Travel in Fiscal Year 2011-2012 Budget
June 28, 2011
Page 2 of 2
Staff requests approval of the above -listed out-of-state travel as presented.
Submitted by:
Approval:
(;X_� 01 �
P I S. Gibson, Finance Director J n M. Wohlmuth, City Manager
PSG:nmo
G:TinanceWiamh Ortega\Staff Reports\Budget & White papers\out of state travel 11-12.docx
CITY OF PALM DESERT
FISCAL YEAR 2011-2012
Item 8
CITY OF PALM DESERT
FISCAL YEAR 2011-2012
Item 9
PALM DESERT REDEVELOPMENT AGENCY
MEMORANDUM
TO: HONORABLE CHAIR AND MEMBERS OF THE AGENCY BOARD
FROM: JUSTIN MCCARTHY, ACM FOR REDEVELOPMENT
DATE: JUNE 23, 2011
SUBJECT: REIMBURSEMENT OF CITY STAFF ESTIMATED FOR 2011/12
On November 10, 1994, the City of Palm Desert (City) and the Palm Desert
Redevelopment Agency (Agency) entered into an agreement relative to administrative and
overhead expenses. As an attachment to the Comprehensive Financial Plan ("Plan"), this
memo serves to identify the three types of personnel reimbursements and their
methodology in accordance with the agreement:
1) City employees directly assigned to the Redevelopment, Economic
Development, and Housing Divisions (collectively the "Agency");
2) City employees that function in an administrative capacity to the Agency that
is measurable; and
3) City employees that work on projects for the Agency.
DIRECTLY ASSIGNED EMPLOYEES:
The agreement states that certain employees of the City will be assigned to
the various functions of the Redevelopment, Economic Development, and
Housing Divisions and shall provide full-time staff services to the Agency. The
cost of such positions is an obligation of the Agency and is to be paid and/or
reimbursed by the Agency based on the staff allocation identified in the
annual "Salary Resolution" adopted as part of the Plan. The positions and
their cost allocation for 2011/12 are as follows:
Memorandum
Reimbursement of City Staff Estimated for 2011/12
June 23, 2011
Page 2 of 5
# of
Cost Allocation
REDEVELOPMENT:
Positions
Allocated
RDA
Housing
City
City Manager/Executive Director
1
50%
50%
ACM/RDA/Housing
1
50%
50%
Redevelopment Manager
1
100%
Economic Development Manager
1
100%
Marketing Manager
1
Senior Management Analyst
1
100%
Project Administrator
1
100%
Accountant 1/11
1
50%
50%
Project Coordinator
1
100%
Management Analyst 1
1
100%
Economic Development Technician 1/11
1
100%
Energy Project Technician
1
100%
Redevelopment Finance Technician
1
50%
50%
Administrative Secretary
1
50%
50%
Administrative Secretary
1
100%
Office Assistant 1/II
1
100%
Office Assistant 1/II (Counter Assistance)
1
50%
50%
Visitor Information Center Manager
1
50%
50%
HOUSING:
Director of Housing 1 100%
Management Analyst 1/II 1 100%
Project Coordinator 1 100%
Housing Programs Technician 2 100%
Adjustments may be made to the above allocated percentages at year-end to
properly charge actual work completed on a project or program related to
another division. For example, an assigned employee to RDA may be asked to
manage an affordable housing construction project during the year. The actual
time spent would be reimbursed by the appropriate Housing funding source for
the project.
G:lydalPatty LeonWustinlMemos12011-12 Staff Reimbursement Budget Memo.doc
Memorandum
Reimbursement of City Staff Estimated for 2011/12
June 23, 2011
Page 3 of 5
2. ADMINISTRATIVE EMPLOYEES REIMBURSEMENT
The agreement further notes that the Agency will be provided with access to the
services and facilities of the other city commissions, personnel, and
departments. The cost or associated value of the services and facilities shall be
considered a loan by the City for the administrative and overhead of the Agency
and will be repaid by the Agency. Administrative costs for personnel who
perform routine functions related to Agency administration, governmental
activities, and administrative support (agendas, minutes, copying, risk
management, finance functions, human resources, information systems, fleet
mechanics, etc.) will be reimbursed at year-end based on measurable criteria.
The method of measurement that will be used for those specific positions for
2011-12 are as follows (the estimated 2010-11 percentage reimbursement is provided
here for informational purposes only):
Estimated Allocation of
Total Personnel Cost for
2010-2011
Position: Method of Measurement RDA HSG
Based on Agency to City ratio of insurance costs/claims
Risk Manager exposure from the previous fiscal year. 1 % 30%
City Clerk/City Council's
Office
Method of Measurement
RDA
HSG
Administrative Secretary
(to Clerk)
Based on Agency to City ratio of Agenda Items
24%
7%
City Clerk
Based on Agency to City ratio of Agenda Items
24%
7%
Deputy City Clerk
Based on Agency to City ratio of Agenda Items
24%
7%
Executive Secretary to
City Council
Based on Agency to City ratio of Agenda Items
24%
7%
Office Assistant
Based on Agency to City ratio of Agenda Items/ Based
(Mail/Agenda Copies)
on Agency to City ratio of Mail Received/Processed
20%
5%
Based on Agency to City ratio of Agenda Items / Based
Receptionist
on Agency to City ratio of Mail Received/Processed
20%
5%
Records Technician
Based on Agency to City ratio of Agenda Items
24%
7%
Finance Department
Method of Measurement
RDA
HSG
G:lydalPatty Leonl lustinlMemos12011-12 Staff Reimbursement Budget Memo.doc
Memorandum
Reimbursement of City Staff Estimated for 2011/12
June 23, 2011
Page 4 of 5
Accounting Technician
(Accounts Payable)
Accounting Technician
(Cash Receipts)
Accounting Technician
(Payroll)
Accounting Technician
(Purchasing and Inventory)
Senior Financial Analyst
Management Analyst
Assistant City Treasurer
Assistant Director of
Finance
Director of Finance/City
Treasurer
Human Resources
(129 Total)
Human Resource
Manager
Human Resource
Technician (2)
Information Systems
GIS Technician
Information Systems
Manager
Information Systems
Technician (2)
Based on Agency to City ratio of Checks/Wires Issued 11 % 8%
Based on Agency to City ratio of Receipts Processed 4% 3%
Based on Agency to City ratio of Assigned Employees 12% 4%
Based on Agency to City ratio of Checks/Wires Issued
11 %
8%
Based on Agency to City ratio of Investments @ 50%
22%
6%
Based on Agency to City ratio of Reconciled Accounts
26%
3%
Based on Agency to City ratio of Checks/Wires Issued
44%
12%
Based on Agency to City ratio of Checks/Wires Issued
11 %
8%
Based on Agency to City ratio of Investments
11 %
8%
Method of Measurement
RDA HSG
Based on Agency to City ratio of Assigned Employees 12% 4%
Based on Agency to City ratio of Assigned Employees 12%
Method of Measurement RDA
Based on Agency to City ratio of Assigned Employees
Computers 12%
Based on Agency to City ratio of Assigned Employees
Computers 12%
Based on Agency to City ratio of Assigned Employees
Computers 12%
Public Works Method of Measurement RDA
Mechanic Based on Agency to City ratio of Assigned Vehicles 1.4%
3. EMPLOYEES ASSIGNED TO AGENCY PROJECTS
4%
HSG
4%
4%
4%
HSG
1.4%
In addition, any employees or staff resources that are dedicated to manage or
work directly on an Agency project will require a detailed time card in order to
provide proof of the time spent on each job and therefore, reimbursable by the
Agency. Employee costs related to work done which is in connection with fees
paid by the Agency or work that is done through the normal course of business
such as plan review, permits, inspections, etc will not be reimbursed. A cost
G: rdalPatty LeonWustinlMemos12011-12 Staff Reimbursement Budget Memo.doc
Memorandum
Reimbursement of City Staff Estimated for 2011/12
June 23, 2011
Page 5 of 5
projection for projects commencing after July 1, 2011, will be provided to the
Agency prior to the employees commencing work and the reimbursement may
be made at any time during the year after work has been performed.
Any other adjustments to the above reimbursement methods will be properly documented
and approved by the Executive Director.
JM:JMM:VT:pl
Paul Gibson
Director of Finance
John M. Wohlmuth
Executive Director
G:IrdalPatty LeonUustinWemosI2011.12 Staff Reimbursement Budget Memo.doc
PALM DESERT REDEVELOPMENT AGENCY
MEMORANDUM
TO: HONORABLE CHAIR AND MEMBERS OF AGENCY B
FROM: JUSTIN McCARTHY, ACM/REDEVELOPMENT AGEN
DATE: JUNE 23, 2011
SUBJECT: REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Project Area No. 1
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Alessandro Alleyway
The purpose of this project is to improve
The preliminary engineering design of the
Improvements
traffic flow and parking needs on the north
project was completed in May 2006. The
side of Highway 111 from Las Palmas Avenue
actual construction drawings were
to Monterey Avenue, which is behind a
completed in November 2009.
section of the core commercial corridor
Authorization for property acquisition was
(current alleyway). The plan will provide 169
granted by the Agency Board in June
parking spaces along the north side of the
2007. Agency staff continues to work
alley and a barrier wall protecting the
toward completion of the acquisition
adjoining residential properties. Property
phase. In addition, staff completed
acquisition, through the extension of fair
removal of those blighted properties
market letters, is necessary for full completion
acquired by the City for this purpose.
of the project as currently conceptualized.
Aquatic/Community
The Aquatic/Community Facility, will provide a
The project broke ground in the summer of
Facility
public pool/aquatic recreational facility, which
2010 and is expected to be completed in
will directly benefit residents of the City of
Summer 2011.
Palm Desert and facilitates the COD aquatics
program.
El Paseo Revitalization
The El Paseo Revitalization Project formerly
The conceptual design is currently in
referred to as El Paseo Landscape
process with signage phase expected to
Revitalization Project will provide energy
commence in summer, 2011.
efficient lighting and water conservation in
the City of Palm Desert's central business
district and commercial corridor. Located off
of Highway 111, El Paseo is a pedestrian
friendly densely populated commercial
district that includes both retail and business
services for residents and visitors. The
revitalization will also provide continuity in
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 2 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Project Area No. 1
NAME OF PROJECT
GOALS
ACHEIVEMENTS
the signage within the district which will
assist with both pedestrian and vehicle
traffic circulation.
Fire Station No. 33
Request for Proposals are currently being
Contract for the improvements was
Renovation
developed for the capital improvements and
approved on February 24, 2011. The
renovations at Fire Station 33, which serves
project is expected to be complete by Fall,
the downtown area. Improvements are to
2011.
include ADA compatibility upgrades for both
public and office areas as well as
rehabilitation of interior locations including:
ceilings, walls, kitchen, pantry, dormitory
rooms, dressing areas and restrooms.
Exterior and/or facility improvements will
include apparatus bay replacement, stucco
upgrades, and landscape improvements.
Repair/replacement of rear drive approach
is complete.
Fred Waring Drive Turn-
In order to improve traffic flow on Fred Waring
The project is currently in the design phase.
Pockets
Drive and alleviate traffic congestion on
City staff is working with College of the
Monterey Avenue, it is proposed to increase
Desert to procure the necessary right- of —
the number of lanes along Monterey Avenue
way.
and add various dedicated turn pockets along
Fred Waring Drive including a right turn
pocket at the westbound entrance to the Civic
Center; a right turn pocket at northbound San
Pablo Drive to eastbound Fred Waring Drive;
and a free right turn from westbound Fred
Waring Drive to northbound Monterey
Avenue. The central section of Monterey
Avenue will be widened to four northbound
lanes from Fred Waring to Park View Drive,
three northbound lanes from Park View Drive
to Magnesia Falls and three southbound
lanes from the City limits to Park View Drive.
Additionally, storm drain improvements will be
made on Monterey Avenue from Fred Waring
Drive to the Whitewater Channel and sliver
widening of westbound Fred Waring just west
of San Pablo to eliminate a slight skew
through the intersection will be constructed.
To accommodate these improvements and
GArda%Patty LeonWust1mMemos%2011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 3 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Project Area No. 1
NAME OF PROJECT
GOALS
ACHEIVEMENTS
traffic patterns within the project limit, two
existing bus stops will become bus turnouts,
and the landscaping within the project limit will
be modified as required.
Larkspur Lane
Completed perimeter landscape
Project completed March, 2011.
Improvements
improvements and pad stabilization on
Larkspur Way.
Monterey Ave Widening-
This project is widening a major
This project is currently 50% complete.
Fred Waring to Gerald
north/south arterial street to facilitate the
Ford
ease of movement throughout the City,
improve traffic flow, and access to business
and future residential developments. Also
due to the growth in the northern section of
the City, Monterey will benefit from medians
and turn pockets being constructed as a
means of increasing safety and controlling
left turns. Sidewalks are also being built to
provide a safe pedestrian environment.
Minor storm drain improvements will also be
added to provide for City flood control.
These improvements will encourage
commercial and residential growth.
Portola Wall and
The Portola Avenue Wall and Sidewalk
The design is complete with the exception
Sidewalk Improvements
Relocation project will relocate an existing
of any changes necessary to
curb adjacent sidewalk along the east side
accommodate the utility undergrounding.
of Portola Avenue between Fred Waring
SCE is working on an undergrounding
Drive and Rutledge Way, installing, where
design and is expected to be under
possible within the current right-of-way line,
construction in the near future.
a landscape buffer between the street and
Construction of the wall and the sidewalk
the sidewalk. A new uniform wall will be
relocation will begin upon completion of
constructed and the project will underground
the utility undergrounding.
utility services currently fed from overhead
lines on poles at the same location.
Pueblos East Apartments
The four -unit complex was acquired in
A conceptual design presented by the
January 2008. The complex consists of one
Joslyn Senior Center has received a
three -bedroom home and three one-
consensus of the Council to allow the
bedroom apartment units. The rear of the
Senior Center to consider the use of the
property is vacant and is adjacent to the
vacant portions as part of an expansion of
Joslyn Senior Center, and an Agency-
their facility.
owned vacant property that fronts on San
Pasqual.
GArda%Patty LeonWustin%Memos%2011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 4 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Project Area No. 2
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Cal State University
Began design, development, and
Contract for the improvements was
Ring Road
construction on the Ring Road at the Palm
approved February 24, 2011. The project
Desert Cal State Campus.
is expected to be complete by Fall, 2011.
DW Kitchen
The improvements to the Desert Willow
This project was completed in January,
Renovation/Building
Clubhouse include a 5,264 square foot
2011.
Expansion
expansion to the kitchen/building at the
east end of clubhouse, remodel of the
existing lobby and bar area to
accommodate an expanded bar area with
the relocation of two offices, expansion of
the lobby/ballroom hallway to eliminate a
pinch point, enclosure of the existing
ballroom to reduce noise, and modification
to the ballroom audio visual, window
shading, and lighting.
DW Lake View Terrace
The improvements to the Lake View
This project was completed in December,
Expansion
Terrace provide a variety of amenities to
2010.
enhance the outdoor dining and seating
venue at Desert Willow. The proposed
expansion increases the outdoor terrace
seating capacity by 100 seats and banquet
capacity by 250. In addition, the expansion
adds flexibility to host multiple events
simultaneously while preserving the ability
to service residents.
DW Overflow Parking
The improvements to the overflow parking
The Public Works Department completed
Lot Improvements
area at Desert Willow address current and
constructing the overflow parking lot in
future parking needs.
October, 2010.
Fire Station No. 71
Request for Proposals are currently being
Contract for the improvements was
Renovations
developed for the capital improvements
approved February 24, 2011. The project
and renovations at Fire Station No. 71,
is expected to be complete by Fall, 2011.
which serves the northeast area of the
City. Improvements will include front/rear
cement apron renovations; stucco and wall
upgrades; landscape improvements;
interior rehabilitation including walls and
ceiling surfaces as well as restroom
renovations.
Monterey Avenue
This project is widening a major
The Project is approximately 50 percent
Widening (North)
north/south arterial street to facilitate the
complete.
ease of movement throughout the City,
GArdall'atty LeonWustinlMemos=11-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 5 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Project Area No. 2
NAME OF PROJECT
GOALS
ACHEIVEMENTS
improve traffic flow, and access to
business and future residential
developments in the northern section of
the City. Monterey will also benefit from
medians and turn pockets being
constructed by increasing safety and
controlling left turns. Sidewalks will provide
a safe pedestrian environment. Minor
storm drain improvements will also be
added to provide flood control. These
improvements will encourage commercial
and residential growth.
Monterey & 1-10
Consultants began providing for a
The project is currently in the Design
Interchange
comprehensive revision plan for the
Phase.
Monterey Interchange at 1-10. The plan will
work to improve arterial access inbound
and outbound from Interstate 10. The
project is currently in the Project Approval
and Environmental Documentation Phase.
A Modified Access report was prepared
that is being reviewed and approved by
Caltrans and FHWA.
North Sphere Fire
Preparation of a Request for Proposals
The project is currently on hold due to
Station
(RFP) for a design -build of a fire station to
delayed growth in the area. Project will be
serve the North area of the City is in
considered at such time as development
process.
continues,
Portola and 1-10
The project will extend and align Portola
Interchange design and development for
Interchange
Avenue to connect with the proposed new
Portola and 1-10 has been temporarily
interchange on 1-10. A contract is in place
delayed in order to reevaluate traffic
with Dokken Engineering, in the amount of
patterns in the area. New connection
$833,839 to complete the project approval
report was approved by the FHWA.
phase and the environmental
documentation phase, which is now
approximately 90% complete.
Public Safety Academy
Provided schedule installment payment
Installment payment 2 of 5 through fiscal
reimbursing College of the Desert for the
year ending 2014,
construction of the Public Safety Academy.
G:%rda%Patty LeonX lustinlMemOs12011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 6 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Project Area No. 3
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Cook Street
Infrastructure improvements will allow for
Contract was approved on February 24,
Improvements
better traffic flow on Cook Street. Cook
2011. The Pre -Construction Meeting was
Street is a north/south arterial that
held on June 7, 2011 with the Notice to
provides the only access to the City of
Proceed anticipated for the end of June,
Palm Desert's industrial business district. It
2011. Construction should be complete
is also a major arterial in the City, which
by the end of 2011.
provides access from Interstate 10 to
several east and west arterials.
Portola and 1-10
The project will extend and align Portola
Interchange design and development for
Interchange
Avenue to connect with the proposed new
Portola and 1-10 has been temporarily
interchange on 1-10. A contract is in place
delayed in order to reevaluate traffic
with Dokken Engineering, in the amount of
patterns in the area. New connection
$833,839 to complete the project approval
report was approved by the FHWA.
phase and the environmental
documentation phase, which is now
approximately 90% complete,
Project Area No. 4
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Infrastructure
The project site located at the corner of
This project is currently in the preliminary
Improvements at Ave of
Avenue of the States and Washington
stages of the design phase.
the States
bordered by both residential and
commercial developments. Currently the
parcel is set up in a non -conforming
manner and the existing commercial area
needs to be separated from the affordable
housing component in order to maintain its
viability. The site improvements are to
include development and construction of
public facilities for emergency services,
affordable housing, facade improvements
to existing structures, and infrastructure
improvements. The Agency will also
reconfigure the parking and access, ADA
improvements, provide site lighting,
drainage and landscape reconfiguration.
GArdalPatty LeonWustin%Memos%2011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 7 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Project Area No. 4
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Palm Desert Country
The Agency is considering the feasibility of
The proposed assessment was
Club Undergrounding
a project for the future undergrounding of
considered by the Agency Board on
utilities in Project Area No. 4. The Agency
March 24, 2011 and it was determined
Board authorized engineering deposits to
that the project would be put on a 24-
all impacted utilities (Time Warner,
month deferral until the community is
Verizon, and SCE), in order to provide a
prepared to support the project.
cost estimate for the proposed project, and
calculate the potential assessment to the
residents. Staff is the processing of
conducting a series of outreach forums, in
order to educate and inform the potentially
impacted residents.
Kansas Street Retention
The Agency acquired the property located
Deconstruction was completed December,
Basin
at 42135 Kansas Street (southwest corner
2010 and improvements should be
of Kansas Street and Hovley Lane East)
completed by June, 2011.
as it has been the site of numerous traffic
collisions over the years and has become
a health and safety issue. Due to the
number of incidences, it was determined
that the best use of the property would be
to deconstruct the single-family dwelling
and replace it with a xeriscaped open
space and retention basin to capture water
runoff during heavy rain events.
Housing Set -Aside
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Acquisition and
The Agency continues to assist current
During 2010-11 the Agency acquired two
Rehabilitation Program
owners in Desert Rose and Falcon Crest
Desert Rose properties (Lots 110 & 42)
communities when they desire to sell their
and five Falcon Crest properties (Lots 6,
home. A waiting list has been established
31, 36, 49 & 88) in order to rehabilitate
with households that desire to purchase
and preserve the property as affordable
homes within Desert Rose and Falcon
with the intent to resell to very low, low
Crest. When a home becomes available,
and moderate -income households. During
the appropriate size income qualified
the same time, the Agency re -sold one of
household is selected from the list to pre-
the Desert Rose properties (Lot 110) that
qualify for a mortgage loan. In the event
were previously acquired to qualified
there is no eligible buyer on the waiting list
buyers. In total, the Agency currently
or when a home is identified in need of
owns eleven properties.
substantial repairs, the Agency will
exercise its option to acquire the property
in order to preserve affordable housing.
GArdaTatty LeonWustinlMemos%2011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 8 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Housing Set -Aside
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Capital Reserve Study
A replacement reserve study for the
The Reserve Study was approved by the
purpose of planning and budgeting for
Agency Board in February, 2011.
upcoming capital replacement needs.
Implementation of the first five years of
the plan has been implemented with a
review set in year three.
Carlos Ortega Villas
An existing 66 unit complex was acquired
The conceptual design for a new energy
on September 30, 2005. After evaluating
efficient 72 unit affordable complex is
the condition of the 50 year old property,
currently in the entitlement review
the existing condition of the property
process.
demonstrated multiple deficiencies that
could not be mitigated effectively with
rehabilitation. The Agency deconstructed
the existing units with the intent of
developing affordable rental units.
Home Buyer Assistance
The Agency provides financial assistance
During 2010, the Agency provided
for eligible very low, low, and moderate-
financial assistance to two eligible
income households to acquire homes
households to purchase homes at Desert
throughout Palm Desert. Subsidies to
Rose and Palma Village in the form of 2nd
each buyer are available in varying
Trust Deeds as well as a recorded
amounts depending on need, and are in
restricted agreement (DR Lot 110 and El
the form of silent subordinate trust deeds.
Cortez).
Home Improvement
The Home Improvement Program (HIP)
During 2010-11 six residents were
Program
has been successful and continues to offer
assisted through HIP. The most recent
a variety of grants and loans to very low,
program changes were approved by the
low, and moderate income households.
City Council and Agency Board in July
The program participation has grown
2007. The addition of manufactured
dramatically, improving homes and
homes and energy efficiency upgrades
neighborhoods throughout Palm Desert.
now included in the program will benefit
The program has helped 239 households
a large number of Palm Desert residents
that would otherwise not be able to
who otherwise would not have been able
maintain or improve the current condition
to participate or be included for
or remove code violations.
improvement of deteriorated and
outdated equipment.
G:lydaWatty LeonWustinlMemos=11-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 9 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Housing Set -Aside
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Indian Springs
The Agency has submitted draft loan
According to the DRE the Owner has not
Mobilehome Park
documents to the owner for the purpose of
yet submitted a request for conversion,
Conversion — Financing
submission of the condominium conversion
which is necessary in order to proceed
Program
request to the State's Department of Real
with this project.
Estate (DRE). Upon approval by the DRE,
and at such time as the Owner offers the
lots for sale, staff will hold informational
meetings regarding the purchase
application process. The actual acquisition
is expected to be lengthier than a 'normal'
escrow based on the Owner's expectations
in his proposed plan,
Neighborhood
As part of a joint application with the cities
The Agency has acquired two single
Stabilization Program —
of Palm Springs, Coachella and the
family homes and is in the process of
One-time Federal
County of Riverside, Palm Desert has
rehabilitation prior to the sale to a lower
Funding Grant
submitted the required paperwork for the
income household.
NSP monies for the purpose of assisting
qualified buyers to purchase properties
that have been foreclosed on.
PDHA Properties
The Agency -owned affordable rental
The Agency has renovated, constructed,
Renovations
properties currently has a number of
or acquired approximately 30% of the total
interior renovations taking place. When
inventory of units.
opportunity permits and as units become
available, the Agency is assessing units at
existing older properties such as Desert
Pointe and Neighbors to implement several
renovations that include plumbing,
electrical, structural integrity, accessibility,
efficiencies, and any other features that
will provide long term sustainability and
annual saving to the Tenants and the
Agency.
GArdaTatty LeonWustinlMemosU011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 10 of 16
REVIEW OF 2010-2011 GOALS AND ACHIEVEMENTS
Housing Set -Aside
NAME OF PROJECT
GOALS
ACHEIVEMENTS
Sagecrest Apartments
Property Acquisition of Sagecrest
During the 2009/10 fiscal year the
(Relocation)
Apartments (multi -family complex) and
relocation plan was approved and
Sagecrest Single -Family Dwelling was
implemented. Tenants were relocated as
accomplished in the Agency's interest to
provided in the relocation plan. The
uphold its primary goal to provide decent,
deconstruction of these properties was
safe, sanitary, and affordable housing as
completed June 2011.
well as to preserve and improve the
existing older neighborhoods in the City of
Palm Desert.
In keeping with this goal, the Agency is in
the preliminary stages of working with an
architect to develop a yield study and site
utilization plan.
San Benito Lots
The Agency is in the process of donating
Staff is currently working with Habitat to
(Donation)
two vacant lots to Habitat for Humanity of
convey the property.
the Coachella Valley, Inc. to build single-
family dwelling units in connection with a
vocational program with College of the
Desert for the development of a new
energy efficient and sustainable
construction single-family dwelling to be
purchased by very low-income families in
consideration for a forty-five (45) year
affordability restriction that will be recorded
against the property to maintain its
affordability.
Self -Help Housing 14
The Agency went out to RFP for the Merle
Staff will be requesting authorization to go
Unit For -Sale Project
Street Self -Help Project in July 2009. The
out to RFP when funding options are
Agency offered the 14 lots to developers
sufficient to complete the project,
and non -profits with experience in self-help
programs to stick -build homes utili?ing
'sweat equity' of qualified low income
homebuyers. The Agency's upfront
investment was to be the value of the lots.
There were no responses to the RFP.
Although staff believes that this is more
related to the lack of affordable housing
funding options available because of the
economy (i.e., federal and state tax
credits), staff is looking at revisions that
could make the project more feasible.
G:%rdalPatty LeonUust1n%Memos12011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 11 of 18
2011-2012 FISCAL YEAR WORK PROGRAM - GOALS
Project Area No. 1
NAME OF PROJECT
GOALS
Alessandro Alleyway Improvements
This project will continue as its ultimate goal is to improve traffic flow and
parking needs on the north side of Highway 111 from Las Palmas
Avenue to Monterey Avenue, which is behind a section of the core
commercial corridor (current alleyway). The plan will provide 169 parking
spaces along the north side of the alley and a barrier wall protecting the
adjoining residential properties. Necessary acquisition should be
complete by Summer, 2011. Phase 1 should go out to bid soon with
construction set to begin in Fall, 2011.
Core Commercial Area Improvements
Staff will be looking at improvements related to much needed parking
facilities on El Paseo near Highway 74. Deconstruction of structures
should begin Summer, 2011 with completion in November, 2011.
El Paseo Revitalization
The El Paseo Revitalization Project formerly referred to as El Paseo
Landscape Revitalization Project will provide energy efficient lighting
and water conservation in the City of Palm Desert's central business
district and commercial corridor. The revitalization will also provide
continuity in the signage within the district which will assist with both
pedestrian and vehicle traffic circulation. Phase 1 should be complete
by Fall, 2011 with Phase 2 construction drawings to follow thereafter.
Fire Station No. 33 Renovation
The capital improvements and renovations at Fire Station 33, which
serves the downtown area. Improvements are to include ADA
compatibility upgrades for both public and office areas as well as
rehabilitation of interior locations including: ceilings, walls, kitchen,
pantry, dormitory rooms, dressing areas and restrooms. Exterior
and/or facility improvements will include apparatus bay replacement,
stucco upgrades, and landscape improvements. The contract for
these improvements was approved on February 24, 2011 with
construction anticipated to be completed by Fall, 2011.
Fred Waring Drive Turn -Pockets
The Fred Waring Drive project will alleviate traffic congestion on
Monterey Avenue, by increasing the number of lanes along Monterey
Avenue and adding various dedicated turn pockets along Fred Waring
Drive including a right turn pocket at the westbound entrance to the
Civic Center; a right turn pocket at northbound San Pablo Drive to
eastbound Fred Waring Drive; and a free right turn from westbound
Fred Waring Drive to northbound Monterey Avenue. The City is
currently working on Right -of -Way Acquisition and anticipates
beginning construction within the 2011/12 fiscal year.
Monterey Ave Widening-
This project is widening a major north/south arterial street to facilitate
Fred Waring to Gerald Ford
the ease of movement throughout the City, improve traffic flow, and
access to business and future residential developments. Sidewalks
are also being built to provide a safe pedestrian environment. Minor
storm drain improvements will also be added to provide for City flood
control. Staff will continue to implement this project throughout the
2011/12 fiscal year. These improvements will facilitate commercial
and residential growth.
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 12 of 16
2011-2012 FISCAL YEAR WORK PROGRAM - GOALS
Project Area No. 1
NAME OF PROJECT
GOALS
Portola Wall and Sidewalk Improvements
The Portola Avenue Wall and Sidewalk Relocation project will relocate
an existing curb adjacent sidewalk along the east side of Portola
Avenue between Fred Waring Drive and Rutledge Way, installing,
where possible within the current right-of-way line, a landscape buffer
between the street and the sidewalk. A new uniform wall will be
constructed and the project will underground utility services currently
fed from overhead lines on poles at the same location. Progress on
this project is contingent on SCE's advancement on the utility
under roundin .
Pueblos East Apartments
The four -unit complex was acquired in January 2008. The complex
consists of one three -bedroom home and three one -bedroom
apartment units. The rear of the property is vacant and is adjacent to
the Joslyn Senior Center, and an Agency -owned vacant property that
fronts on San Pas ual.
Property Acquisition
The Agency anticipates the need to acquire and assimilate properties
in blighted areas for the purpose of redevelopment in order to improve
the viability of the various project areas.
Project Area No. 2
NAME OF PROJECT
GOALS
Fire Station No. 71 Renovations
The capital improvements and renovations at Fire Station No. 71,
which serves the northeast area of the City, will include front/rear
cement apron renovations; stucco and wall upgrades; landscape
improvements; interior rehabilitation including walls and ceiling
surfaces as well as restroom renovations. The contract for these
improvements was approved on February 24, 2011 with construction
anticipated to be completed by Fall, 2011.
Monterey Avenue Widening (North)
This project is widening a major north/south arterial street to
facilitate the ease of movement throughout the City, improve traffic
flow, and access to business and future residential developments in
the northern section of the City. Also due to the growth in the
northern section of the City, Monterey will benefit from medians and
turn pockets being constructed as a means of increasing safety and
controlling left turns. Sidewalks are also being built to provide a safe
pedestrian environment. Minor storm drain improvements will also
be added to provide for City flood control. Staff will continue to
implement this project throughout the 2011/12 fiscal year. These
improve ents will facilitate commercial and residential growth.
G:lyda%Patty LeonWustinlMemos12011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 13 of 16
2011-2012 FISCAL YEAR WORK PROGRAM - GOALS
Project Area No. 2
NAME OF PROJECT
GOALS
Monterey & 1-10 Interchange
The improvements at the Monterey Interchange at 1-10 will work to
improve arterial access inbound and outbound from Interstate 10.
The project is currently in the Project Approval and Environmental
Documentation Phase. A Modified Access report was prepared that
is being reviewed and approved by Caltrans and FHWA. It is
anticipated that plans will be 100% complete in 2011/12 with
construction slated to begin by Summer, 2012,
North Sphere Fire Station
Preparation of a Request for Proposals (RFP) for a design -build of a
fire station to serve the North area of the City is in process. The
project is currently on hold due to delayed growth in the area. Project
will be considered at such time as development continues.
Portola and 1-10 Interchange
The project will extend and align Portola Avenue to connect with the
proposed new interchange on 1-10. A contract is in place with
Dokken Engineering, in the amount of $833,839 to complete the
project approval phase and the environmental documentation
phase, which is now approximately 90% complete. A critical step
in this process is the approval of a New Connection Report by
Caltrans and the FHWA in Washington, D.C.
Project Area No. 3
NAME OF PROJECT
GOALS
Cook Street Improvements
Infrastructure improvements will allow for better traffic flow on Cook
Street. Cook Street is a north/south arterial that provides the only
access to the City of Palm Desert's industrial business district. It is
also a major arterial in the City, which provides access from
Interstate 10 to several east and west arterials. Construction should
be complete by January, 2012.
Portola and 1-10 Interchange
The project will extend and align Portola Avenue to connect with the
proposed new interchange on 1-10. A contract is in place with
Dokken Engineering, in the amount of $833,839. to complete the
project approval phase and the environmental documentation
phase, which is now approximately 90% complete. A critical step
in this process is the approval of a New Connection Report by
Caltrans and the FHWA in Washington, D.C.
GArdaTatty LsonWustin%Memos12011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT
JUNE 23, 2011
PAGE 14 of 16
AGENCY GOALS AND ACHIEVEMENTS
2011-2012 FISCAL YEAR WORK PROGRAM - GOALS
Project Area No. 4
NAME OF PROJECT
GOALS
Casey's Restaurant
Facilitate the redevelopment of the Casey's Restaurant Site,
currently owned by the Agency as a result of the acquisition of
Country Village Apartments, an affordable housing multi -unit
complex.
Infrastructure Improvements at Ave of the
The project site located at the corner of Avenue of the States and
States
Washington bordered by both residential and commercial
developments. The corner provides an entrance to Project Area 4
which is at the easterly boundary of the city. The site improvements
are to include development and construction of public facilities for
emergency services, affordable housing, facade improvements to
existing structures, and infrastructure improvements. The Agency
will also reconfigure the parking and access, ADA improvements,
provide site lighting, drainage and landscape reconfiguration. It is
anticipated that the Agency will begin design of Paramedic/Fire
Station on Avenue of the States.
Palm Desert Country Club Undergrounding
The Agency is considering the feasibility of a project for the future
undergrounding of utilities in Project Area No. 4. The Agency Board
authorized engineering deposits to all impacted utilities (Time
Warner, Verizon, and Southern California Edison), in order to
provide a cost estimate for the proposed project, and calculate the
potential assessment to the residents. On March 24, 2011 the
Agency Board approved a 24-month deferral of this project to
provide an opportunity for homeowners to reconsider an
assessment for the project after the economy improves,
Housing Set -Aside
NAME OF PROJECT GOALS
Acquisition and Rehabilitation Program The Agency will continue to assist current owners in Desert Rose
and Falcon Crest communities when they desire to sell their home.
A waiting list has been established with households that desire to
purchase homes within Desert Rose and Falcon Crest. When a
home becomes available, the appropriate size income qualified
household is selected from the list to pre -qualify for a mortgage
loan. In the event there is no eligible buyer on the waiting list or
when a home is identified in need of substantial repairs, the Agency
will exercise its option to acquire the property in order to preserve
affordable housing.
G:%rda%Patty LeonWustinlMemos%2011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 15 of 16
2011-2012 FISCAL YEAR WORK PROGRAM - GOALS
Housing Set -Aside
NAME OF PROJECT
GOALS
Capital Reserve Study
The Agency completed a replacement reserve study for the purpose
of planning and budgeting for upcoming capital replacement needs.
In 2011-12, the Agency will implement year 2 improvements based
on the study and current need at the complexes.
Carlos Ortega Villas
The Agency will complete design through construction documents
on a 72 unit affordable senior community that will incorporate
energy efficiencies, as well as design features to ensure that this is
not only affordable, but also a sustainable development.
Home Buyer Assistance
The Agency will provide financial assistance for eligible very low,
low, and moderate -income households to purchase homes at both
of these developments. Subsidies to each buyer are available in
varying amounts depending on need, and are in the form of silent
subordinate trust deeds.
In order to maintain the continued affordability in the development,
every buyer is required to sign an agreement maintaining
affordability for a period of up to 45 years. The agreement includes,
but is not limited to, resale price restrictions, occupancy restrictions,
and limitations on encumbrances and transfers, among other
limitations and restrictions.
Home Improvement Program
The Home Improvement Program (HIP) has been successful and
continues to offer a variety of grants and loans to very low, low, and
moderate income households. The program participation has grown
dramatically, improving homes and neighborhoods throughout Palm
Desert. The program has helped 239 households that would
otherwise not be able to maintain or improve the current condition or
remove code violations.
The addition of manufactured homes and energy efficiency
upgrades now included in the program will benefit a large number of
Palm Desert residents who otherwise would not have been able to
participate or include for improvement of deteriorated and outdated
equipment.
Indian Springs Mobilehome Park Conversion
The Agency has submitted draft loan documents to the owner for
Financing Program
the purpose of submission of the condominium conversion request
to the State's Department of Real Estate (DRE). Upon approval by
the DRE, and at such time as the Owner offers the lots for sale,
staff will hold informational meetings regarding the purchase
application process. The actual acquisition is expected to be
lengthier than a 'normal' escrow based on the Owner's expectations
in his proposed plan. Agency progress during the 2011/12 fiscal
ear will be dependent upOn the owners submission to the DRE.
G:lyda%Patty LeonWustinlMemos12011-12 Goals and Acheivements Budget Memo (3).doc
MEMORANDUM
REDEVELOPMENT AGENCY GOALS AND ACHIEVEMENTS
JUNE 23, 2011
PAGE 16 of 16
2011-2012 FISCAL YEAR WORK PROGRAM - GOALS
Housing Set -Aside
NAME OF PROJECT
GOALS
Neighborhood Stabilization Program —
The Agency is in the process of rehabilitation of two homes and will
One-time Federal Funding Grant
be assisting qualified buyers to purchase the acquired properties.
PDHA Properties Renovations
The Agency -owned affordable rental properties currently have a
number of interior renovations taking place. The Agency will
continue to assess units at existing older properties such as Desert
Pointe and Neighbors to implement renovations that include
plumbing, electrical, structural integrity, accessibility, efficiencies,
and any other features that will provide long term sustainability and
annual saving to the Tenants and the Agency.
Property Acquisition
The Agency anticipates the need to acquire and assimilate properties
in blighted areas for the purpose of affordable housing in order to
improve the opportunities for residents with qualified incomes.
Sagecrest Apartments (Relocation)
The Agency is in the preliminary stages of working with an architect
to develop a yield study and site utilization plan.
San Benito Lots (Donation)
The Agency is in the process of donating two vacant lots to Habitat
for Humanity of the Coachella Valley, Inc. to build single-family
dwelling units in connection with a vocational program with College
of the Desert for the development of a new energy efficient and
sustainable construction single-family dwelling to be purchased by
very low-income families in consideration for a forty-five (45) year
affordability restriction that will be recorded against the property to
maintain its affordability.
Self -Help Housing 14 Unit For -Sale Project
The Agency went out to RFP for the Merle Street Self -Help Project
in July 2009. The Agency offered the 14 lots to developers and
non -profits with experience in self-help programs to stick -build
homes utilizing 'sweat equity' of qualified low income homebuyers.
The Agency's upfront investment was to be the value of the lots.
There were no responses to the RFP. Although staff believes that
this is more related to the lack of affordable housing funding options
available because of the economy (i.e., federal and state tax
credits), staff is looking at revisions that could make the project
more feasible.
JM:JMM:VT:pl
G:%rda%Patty LeonUustinlMemos12011-12 Goals and Acheivements Budget Memo (3).doc
LEGAL NOTICE
CITY OF PALM DESERT
PUBLIC HEARING RELATIVE TO CITY MANAGER'S
PROPOSED BUDGET
NOTICE IS HEREBY GIVEN that a Public Hearing will be held before the Palm
Desert City Council to consider the adoption of the City Budget for the Fiscal Year 2011-
2012, commencing July 1, 2011.
SAID PUBLIC HEARING will be held on Thursday, June 23, 2011, at 4:00 p.m. in
the Council Chamber of the Palm Desert Civic Center, 73-510 Fred Waring Drive, Palm
Desert. All citizens are invited to present oral or written comments relative to the
proposed budget. Any citizen unable to attend may submit written comments to the City
Clerk prior to the Public Hearing.
Copies of the budget may be reviewed at the Civic Center, Monday through
Friday between the hours of 8:00 a.m. and 5:00 p.m.
The proposed budget expenditures are as follows:
All FUNDS BUDGET - APPROPRIATIONS
Fiscal Year 2011-2012
SERVICES
General Government
Public Safety
Public Works
Housing, Economic & Comm. Dev
Parks & Recreation
Debt Service
AMOUNT PERCENT
9,903, 591
4.5%
27,101,515
12.2%
9,918,374
4.5%
55,358,014
25.0%
15, 755,118
7.1 %
42,125,221
19.0%
Capital Improvement Projects 4,099,344 1.8%
Transfers To Other Funds 57,593,854 26.0%
Total All Funds 221,855,031 100.0%
Date: June 8, 2011
RA ELLED , LASSEN, ITY CLERK
CITY OF PALM DESERT, CALIFORNIA
Martinez, Gloria
From: Moeller, Charlene [CMOELLER@palmspri.gannett.coml
Sent: Wednesday, June 08, 2011 3:40 PM
To: Martinez, Gloria
Subject: RE: Legal Notice - Proposed Budget FY 2011/2012
Ad received and will publish on date(s) requested.
Charlene Moeller I Media Sales Legal Notice Coordinator
The Desert Sun Media Group
750 N. Gene Autry Trail, Palm Springs, CA 92262
t 760.778.4578 1 f 760.778.4731
leaals(tx-)thedesertsun.com I dpwlegal�c)thedesertsun.com
The Coachella Valley's #1 Source in News & Advertising!
\v,anydcseri comi I theitter tacebook -
From: gmartinezlglcityofpalmdesert.org [mailto niaitinez�d,cityofpalmdeset�t.org]
Sent: Wednesday, June 08, 2011 3:28 PM
To: tds-legals
Subject: Legal Notice - Proposed Budget FY 2011/2012
PLEASE PUBLISH THE FOLLOWING:
NOTICE OF PUBLIC HEARING
Public Hearing Relative to City Manager's Proposed Budget
TWICE IN THE DESERTSUN
Friday, June 10, 2011
Thursday, June 16, 2011
If you have any questions or require additional information, please give me a call.
Thank you, Charlene!
Records Technician
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, California 92260
(760) 346-0611 Ext. 354