HomeMy WebLinkAboutResolution 2011-42 through 2011-44 Initiate Proceedings President's Plaza III Property and Business Improvments DistrictCITY OF PALM DESERT
PUBLIC WORKS DEPARTMENT
CITY COUNCIL STAFF REPORT
REQUEST: CONSIDERATION OF APPROVAL TO INITIATE PROCEEDINGS
FOR THE FORMATION OF THE PRESIDENT'S PLAZA III
PROPERTY AND BUSINESS IMPROVEMENTS DISTRICT
SUBMITTED BY: Mark Greenwood, P.E., Director of Public Works
DATE: May 26, 2011
CONDITIONS: Resolution No. 2011- 42
Resolution No. 2011- 43
Resolution No. 2011- 44
Preliminary Management District Plan
Preliminary Engineers Report
Recommendation
Waive further reading and adopt:
Resolution No. 2011- 42 initiating proceedings for the formation of the
President's Plaza III Property and Business Improvement District, and the
levy and collection of assessments for Fiscal Year 2011/2012 pursuant to
the provisions of Part 7 of Division 18 of the California Streets and
Highways code;
2. Resolution No. 2011-43 describing proposed improvements and
services and approving the management district plan and preliminarily
approving the engineer's report for fiscal year 2011/2012 regarding the
proposed formation/renewal of the President's Plaza III Business
Improvement District, pursuant to the provisions of Part 7 of Division 18 of
the California Streets and Highways Code; and
3. Resolution No. 2011- 44 declaring the City's intention to form the
President's Plaza III Business Improvement District and to levy and collect
assessments therein, and calling for an assessment ballot proceeding to
submit to the qualified property owners within such district the question of
levying assessments for such district, commencing Fiscal Year
2011/2012.
Staff Report
Presidents Plaza III PBID
May 26, 2011
Page 2 of 2
Background
The President's Plaza III Business Improvement District was re-established in 2006 for
a 5-year term and budget. The District includes properties located on the south side of
Highway 111 and on the north side of El Paseo, between Highway 74 and Sage Lane.
The City collects annual assessments to pay for services such as landscape
maintenance, street sweeping, and parking lot lighting within the common parking lot
areas. Each fiscal year the City Council reviews and approves a budget that is set at
the first year of the district. The District is concluding its final year of the 5-year term and
proceedings to re-form the district must take place in order to levy the assessment. Staff
has surveyed the property owners to see if interest in the district still exists and believes
there to be ample support for the district to be re-formed.
Staff recommends that the City Council approve the attached resolutions to initiate the
re-formation process. If the resolutions are approved, a public hearing will be scheduled
for June 23, 2011, to open and count the ballots received.
Fiscal Analysis
The assessment and collection of the levy amount funds the on -going maintenance of
the President's Plaza III Business Improvement District costs.
Prepared By:
-145,
yan Stendell
Senior Management Analyst
Paul S. Gibson, Director of Finance
roval:
n M. Wohlmuth, City Manager
Depa
Mark Greenw�od, P.E.,
Director of Public Works
CITY COUNCIL'),46TION
APPROVED DENIED
RECEIVED OTHER
MEET ' D TE
AYES:
NOES:
ABSENT:
ABSTAIN:
VERIFIED BY:
Original on File with City WrWs Office
RESOLUTION 2011- 42
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,
CALIFORNIA, INITIATING PROCEEDINGS FOR THE FORMATION OF THE
PRESIDENT'S PLAZA III PROPERTY AND BUSINESS IMPROVEMENT DISTRICT,
AND THE LEVY AND COLLECTION OF ASSESSMENTS, PURSUANT TO THE
PROVISIONS OF PART 7 OF DIVISION 18 OF THE CALIFORNIA STREETS AND
HIGHWAYS CODE, FOR FISCAL YEAR 2011/2012
RECITALS
WHEREAS, The City Council desires to initiate proceedings for the
formation/renewal of President's Plaza III Property and Business Improvement District
(hereafter referred to as the "District") pursuant to the provisions of the Property and
Business Improvement District Law of 1994, Part 7 of Division 18 of the Streets and
Highways Code of California (hereafter referred to as the "Act") and the levy and
collection of assessments by the County of Riverside for the City of Palm Desert to pay
for the Improvements and Activities as described in the Engineer's Report and the
Management District Plan; and
WHEREAS, Pursuant to the Act, a written petition of the property owners within
the District, representing more than 50 percent of the proposed assessment to be levied,
has been presented to the City Council; and
WHEREAS, The City Council has retained Willdan Financial Services for the
purpose of assisting with the formation/renewal of the District and establishment of the
assessments, and to prepare and file a Management District Plan with the City Clerk in
accordance with the Act; and in accordance with the requirements of the California
Constitution, Article XIIID to prepare and file an Engineer's Report with the City Clerk;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY OF PALM DESERT, CALIFORNIA, AS FOLLOWS:
1. The above recitals are true and correct.
2.. The City Council hereby orders Willdan Financial Services to prepare and file with the
City Clerk the Engineer's Report and the Management District Plan concerning the
formation/renewal and establishment of assessments for the District in accordance
with the Act.
3. Proposed improvements: The improvements and activities within the District include:
maintenance of parking lot landscaped areas, maintenance and operation of parking
lot lighting facilities, and debris removal; and are more specifically described in the
Engineer's Report and the Management Plan attached hereto and incorporated herein
by reference.
RESOLUTION 2011- 42
4. Boundaries and Designation: The District consists of all parcels located in a
commercial business area within the City of Palm Desert located South of Palm
Desert Drive at Highway 111; North of El Paseo; West of Sage Lane; and East of
Highway 74 Pines to Palms Highway. The territory is within the City of Palm Desert,
within the County of Riverside, State of California. The proposed district is
designated as: "President's Plaza III Property and Business Improvement District."
PASSED, APPROVED, AND ADOPTED THIS DAY OF
2011.
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN M. BENSON, MAYOR
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
RESOLUTION 2011- 43
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, DESCRIBING PROPOSED IMPROVEMENTS
AND SERVICES AND APPROVING THE MANAGEMENT DISTRICT
PLAN AND PRELIMINARILY APPROVING THE ENGINEER'S REPORT,
REGARDING THE PROPOSED FORMATION/RENEWAL OF THE
PRESIDENT'S PLAZA III BUSINESS IMPROVEMENT DISTRICT,
PURSUANT TO THE PROVISIONS OF PART 7 OF DIVISION 18 OF
THE CALIFORNIA STREETS AND HIGHWAYS CODE, FOR FISCAL
YEAR 2011 /2012
RECITALS
WHEREAS, The City Council pursuant to the provisions of the Property and
Business Improvement District Law of 1994, Part 7 of Division 18 of the Streets and
Highways Code of California (hereafter referred to as the "Act"), did by previous
Resolution, initiate proceedings for the formation/renewal of the President's Plaza III
Property and Business Improvement District (hereafter referred to as the "District"),
pursuant to the provisions of the Act, and did order the preparation of a Management
District Plan and an Engineer's Report for said District, and
WHEREAS, The City Council has retained Willdan Financial Services, for the
purpose of assisting with the formation/renewal of the District and establishment of the
assessments, and to prepare and file a Management District Plan with the City Clerk in
accordance with the Act; and an Engineer's Report in accordance with the requirements
of the California Constitution, Articles XIIIC and XIIID, and
WHEREAS, Willdan Financial Services has presented to the City Council the
Management District Plan, which is incorporated herein by reference, and
WHEREAS, The City Council has carefully examined and reviewed the
Management District Plan and Engineer's Report as presented, and is satisfied with the
District, each and all of the budget items and documents as set forth therein, and is
satisfied that the assessments have been spread in accordance with the special
benefits received from the improvements, operation, maintenance and services to be
performed within the District, as set forth;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY OF PALM DESERT, CALIFORNIA, AS FOLLOWS:
1. The above recitals are true and correct.
2. That the Management District Plan as presented, consists of the following:
RESOLUTION 2011- 43
A. A Description of Improvements and services to be provided by the District
B. The Annual Budget (Estimates of Costs and Expenses of Services, Operations
and Maintenance);
C. The District Roll containing the Levy of Assessments for each Assessor Parcel
within the District; and,
D. A Boundary Map for the boundaries of the District.
3. That the "Engineer's Report" as presented, consists of the following:
A. A Description of Improvements.
B. The Annual Budget (Costs and Expenses of Services, Operations and
Maintenance).
C. The Method of Apportionment.
D. A Boundary Map for the boundaries of the District.
PASSED, APPROVED, AND ADOPTED THIS DAY OF ,
2011.
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN M. BENSON, MAYOR
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
RESOLUTION 2011- 44
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, DECLARING THE CITY'S INTENTION TO
FORM THE PRESIDENT'S PLAZA III BUSINESS IMPROVEMENT
DISTRICT AND TO LEVY AND COLLECT ASSESSMENTS THEREIN,
AND CALLING FOR AN ASSESSMENT BALLOT PROCEEDING TO
SUBMIT TO THE QUALIFIED PROPERTY OWNERS WITHIN SUCH
DISTRICT THE QUESTION OF LEVYING ASSESSMENTS FOR SUCH
DISTRICT, COMMENCING FISCAL YEAR 2011/2012
RECITALS
WHEREAS, The City Council pursuant to the provisions of the Property and
Business Improvement District Law of 1994, Part 7 of Division 18 of the Streets and
Highways Code of California (hereafter referred to as the "Act"), did by previous
Resolution, initiate proceedings for the formation of the President's Plaza I I I Property and
Business Improvement District (hereafter referred to as the "District"), pursuant to the
provisions of the Act, and did order the preparation of a Engineer's Report and
Management District Plan for said District,
WHEREAS, The City Council has retained Willdan Financial Services for the
purpose of assisting with the formation/renewal of the District and establishment of the
assessments, and to prepare and file an Engineer's Report and Management District
Plan with the City Clerk in accordance with the Act; and in accordance with the
requirements of the California Constitution, Article XIIID, and
WHEREAS, Willdan Financial Services has presented to the City Council the
Engineer's Report and the Management District Plan, which are incorporated herein by
reference, and
WHEREAS, The City Council has, by previous resolution, approved the
Engineer's Report and the Management District Plan, which contain a full and detailed
description of the improvements and services, the boundaries of the District, the
estimated costs of improvements and services, and the proposed assessments upon
assessable lots and parcels within the District;
NOW, THEREFORE, BE IT RESOLVED, DETERMINED, AND ORDERED BY
THE CITY OF PALM DESERT, CALIFORNIA, AS FOLLOWS:
1. The above recitals are true and correct.
2. The City Council hereby declares its intention to form/renew the District for a period of
five years and to levy and collect assessments within the District, pursuant to the Act,
to pay the annual costs of the services and improvements, as described in the
RESOLUTION 2011- 44
Engineer's Report and the Management District Plan. The City Council has
determined at this time to call for an assessment ballot proceeding.
3. Calling an assessment ballot proceeding_ Pursuant to California Constitution Article
XIIID, an assessment ballot proceeding is hereby called on behalf of the District on the
matter of establishing assessments for a five-year term on the properties within the
District.
4. The assessment ballot proceeding for the District on the matter of authorizing the levy
of the assessments, pursuant to California Constitution, Article XIIID, Section 4
consists of a ballot, included with the mailed notice required by Government Code
Section 54954.6, distributed by mail, to the property owners of record within the
District as of the close of the Intent Meeting. Each property owner may return the
ballot by mail or in person to the City Clerk not later than the conclusion of the Public
Hearing on July 14, 2011. The Public Hearing is scheduled to begin on July 14, 2011
at 4:00 p.m., at the City Council Chambers, 73-510 Fred Waring Drive, Palm Desert.
At the close of the Public Hearing, the City shall open and tabulate the ballots to
determine if a majority protest exits. The ballots shall be weighted according to the
proportional financial obligation of the affected property. A majority protest exists if,
upon the conclusion of the hearing, ballots submitted in opposition to the assessment
exceed the ballots submitted in favor of the assessment.
5. District Boundaries: The territory of the District is located South of Palm Desert Drive
at Highway 111; North of El Paseo; West of Sage Lane; and East of Highway 74
Pines to Palms Highway as described in the Engineer's Report and the Management
District Plan, which are incorporated herein by reference. The District is designated as
"President's Plaza III Property and Business Improvement District."
6. Description of Services and Improvements: The improvements and activities within the
District include: maintenance of parking lot landscaped areas, maintenance and
operation of parking lot lighting facilities, and debris removal; and are more specifically
described in the Engineer's Report and the Management Plan attached hereto and
incorporated herein by reference.
7. Proposed Assessment Amounts: The proposed assessments are detailed in the
Engineer's Report and the Management District Plan, which also detail the
assessment range formula.
8. Notice of Public Hearing(s): The City Council hereby declares its intention to
conduct a Public Hearing concerning the levy of assessments for the District in
accordance with Government Code, Section 54954.6 and California Constitution,
Article XIIID, Section 4(e). Notice is hereby given that a Public Hearing on these
matters will be held by the City Council on July 14, 2011 at 4:00 P.M., in the City
Council Chambers, located at 73-510 Fred Waring Drive, Palm Desert.
RESOLUTION 2011- 44
9. Notice. Property owners will be provided an assessment ballot and notice of the
public hearing at least 45 days prior to the public hearing. Completed ballots must be
received by the City Clerk prior to the conclusion of the Public Hearing, after which
they will be opened and tabulated. In addition to the ballots, District property owners
may file a written protest regarding the District formation with the City Clerk prior to the
conclusion of the hearing, or, having previously filed a protest, may file a written
withdrawal of that protest. A written protest shall state all grounds of objection and a
protest by a property owner shall contain a description sufficient to identify the
property owned by such property owner. At the public hearing, all interested persons
shall be afforded the opportunity to hear and be heard.
10. The City Clerk is hereby authorized and directed to give notice of such hearing as
provided by law.
PASSED, APPROVED, AND ADOPTED THIS DAY OF
2011.
AYES:
NOES:
ABSENT:
ABSTAIN:
JEAN M. BENSON, MAYOR
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
PRESIDENT'S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT RENEWAL
MANAGEMENT DISTRICT PLAN
FISCAL YEARS 2011 /2012 To 2015/2016
Intent Meeting:
Public Hearing:
Corporate Office
27368 Via Industria
Suite 110
Temecula, CA 92590
Tel: (951) 587-3500
Tel: (800) 755-6864
Fax: (951) 587-3510
May 26, 2011
July 14, 52011
WILLDAN
Financial Services
Ofce Locations
Oakland, CA
Sacramento, CA
wwwwilldan. corn/financial
Phoenix, AZ
Orlando, FL
Table of Contents
OVERVIEW............................................................................................ 2
Introduction
District Renewal Process
2
2
DESCRIPTION OF THE DISTRICT.............................................................. 4
District Boundary 4
Improvements and Activities 4
Special Benefits of the Improvements and Activities 5
METHOD OF APPORTIONMENT................................................................ 7
Method of Apportionment Rationale 7
Parking Lot Improvements and Services 7
Method of Apportionment Calculations 7
Apportionment of Direct Costs 7
Apportionment of Indirect (Administration/Reserve) Costs 8
Total Annual Assessment 8
Annual Budget Adjustments g
DESCRIPTION OF BUDGET ITEMS IN TABLE 4.......................................... 10
Direct Benefit Costs
10
Indirect Benefit Costs (Administration/Reserves)
11
Levy Breakdown
12
District Statistics
12
District Budget
12
APPENDIX A — ASSESSMENT DIAGRAM ............................................... A-1
APPENDIX B — ASSESSMENT ROLL ..................................................... B-1
Overview
Introduction
The City of Palm Desert ("Cit, f') formed and established the President's Plaza III Property
and Business Improvement Assessment District ("District") beginning in Fiscal Year
2001/2002, and renewed in Fiscal year 2006/2007, to provide improvements and activities
that confer special benefits upon real property within the boundaries of the District. The
District was established and levied pursuant to Property and Business Improvement District Law of
1994, Part 7 of Division 18 of the California Streets and Highways Code (the "Act'). Pursuant to the
Act, property owners within the District submitted a signed petition requesting formation of
the District. The District was successfully renewed for a term of five years and a maximum
assessment was approved by the property owners through an assessment ballot proceeding,
conducted according to provisions of the California Constitution Article XIIID ("Proposition
218"). Fiscal Year 2010/2011 is the last year of the term of the District. Under the
provisions of the Act, the property owners within the District may renew the District for a
maximum term of ten (10) years. The renewal process is the same as that of the original
formation. Therefore, the preparation of this updated Management District Plan is the first
step in satisfying these requirements. Pursuant to the Act, the City proposes to annually levy
and collect assessments to provide funding for improvements and activities authorized
within the District for a period of five years (Fiscal Years 2011 /2012 through 201512016).
This Management District Plan ("Plan") describes the District, improvements and activities,
method of apportionment, the proposed assessments for the current fiscal year, and the
maximum assessment proposed for the five-year duration of the renewed District. The
proposed assessments are based on the estimated cost to provide the improvements,
activities, and operations that provide a direct and special benefit to properties within the
District. The costs of improvements, activities, and operations include all expenditures,
deficits, surpluses, revenues, and reserves.
The word "property," for the purposes of this Plan, refers to real property situated within
the District, and identified as an individual property or parcel assigned its own Assessor's
Parcel Number (APN) by the County of Riverside Assessor's Office. The County of
Riverside Auditor/Controller uses APNs to identify on the tax roll parcels and properties
assessed for taxes, special assessments, and fees and charges.
District Renewal Process
A written petition of the property owners within the District, representing more than 50
percent of the proposed assessment to be levied was submitted to the Palm Desert City
Council to initiate renewal proceedings. The City Council initiated proceedings for the
renewal of the District by adopting a resolution expressing its intention to renew the
District. The resolution of intention referenced the Engineer's Report and the Management
District Plan, and noticed the time and place of a public hearing on the formation of the
District and levy of assessments.
Not less than forty-five (45) days and not more than ninety (90) days of adopting the
resolution of intention, the City Council held a public hearing on the matter of renewal, and
caused notice to the property owners pursuant to Section 54954.6 of the Government Code.
Public notices and assessment ballots (pro
pery oxner protest ballots) were mailed to each
property owner at least 45 days prior to the public hearing pursuant to Article XIIID of the
California Constitution.
At the public hearing the City Council provided the public and property owners an
opportunity to provide oral protests and written protests prior to the adoption of the
Engineer's Report and the Management District Plan. Pursuant to the California Constitution
Article XIIID, the City Clerk or its designated alternate tabulated property owner assessment
ballots received from property owners and determined that majority protest did not exist.
Pursuant to the Act, the City Council shall appoint an Owner's Association ("Association")
for the District. This Association shall make recommendations to the City Council on the
expenditures of revenue derived from the levy of assessments and on the classification of
properties as applicable. This Association shall cause to be prepared a report each fiscal year
for which assessments are to be levied and collected. Said annual report shall be filed with
the City Clerk and shall contain: any proposed changes to the district boundary; the
improvements and activities to be provided that year; the estimated costs for that year; the
method of assessment; the amount of any surplus or deficit; and contributions from other
sources. The City Council may approve the report as submitted or as modified.
IV i/X/a/i I /u,rn./a/.Serr/l, �,;
Description of the District
District Boundary
The District consists of all parcels located in the commercial business area known as the
President's Plaza III within the City of Palm Desert, County of Riverside. The District
includes sixteen (16) assessed commercial parcels.
The boundary of the District and the parcels therein are generally located South of Palm
Desert Drive at Highway 111; North of El Paseo; West of Sage Lane; and East of Old
Highway 74, and includes the Palm Desert Parking Lot — lease parcel to the City of Palm
Desert located South of Highway 111; East of New Highway 74; and West of Old Highway
74.
Improvements and. Activities
In an effort to enhance and improve business opportunities and the appearance of the area
known as the President's Plaza III, the Agency provided funds for the renovation and capital
improvement of the parking lot and landscaped areas related to this commercial business
center. In conjunction with this renovation, President's Plaza III Property and Business
Improvement District was formed in 2001, and renewed in 2006, to provide and ensure the
continued operation and maintenance of the improvements after the renovations had been
completed. Should the District be renewed by the property owners for another five (5) year
term, the assessments generated will continue this maintenance. In December 2005, the
District paid for the slurry sealing, re -striping and repair of the parking lot through reserve
funds that had been accumulated during the first five years of the term of the District.
It has been determined that all the properties within the District receive special and distinct
benefits from the improvements and activities to be funded through the assessments. The
improvements include all necessary activities, services, operation, administration, and
maintenance required to keep the improvements in satisfactory condition including all
necessary labor, material, and equipment. The services may include, but are not limited to,
regular maintenance, repair, removal or replacement of all or any part of the improvements
including removal of trimmings, rubbish, debris and other solid waste; and, providing for the
growth, health and beauty of landscaping and lighting including cultivation, trimming,
spraying, fertilizing or treating for disease or damage as well as supplying necessary irrigation
and electrical energy. The specific improvements and activities include:
Parking lot landscaped areas: including, but not limited to, ground cover,
shrubs, trees, plants, irrigation and drainage systems and associated appurtenant
facilities;
• Parking lot lighting facilities: including, but not limited to, bulbs, fixtures,
poles, wiring, and electrical energy; and,
• Debris removal: including, but not limited to, regular mechanical sweeping of
the parking lot.
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The costs associated with the improvements are equitably spread among all benefiting
parcels within the District utilizing the method of apportionment described in the Method of
Apportionment section of this Plan. The total funds collected shall be dispersed and used
for only the services and operations provided to the District.
Special Benefits of the Improvements and
Activities
All assessed properties within the District receive special benefits from one or more of the
improvements and activities funded through the District assessments. Specifically, lighting
and landscaping amenities within the parking lot, and regular sweeping of the parking lot.
The special benefits of lighting (parking lot lights) are the convenience, safety, and security of
property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection;
2. Increased nighttime safety for patrons and employees;
3. Improved visibility for pedestrians and motorists;
4. Improved ingress and egress to property;
5. Reduced vandalism and other criminal acts and damage to improvements or
property;
6. Enhanced aesthetic appeal of the parking area and the properties that are
associated with the parking area;
7. Increased promotion of business activities and opportunities during nighttime
hours; and,
8. The special enhancement to the value of property which results from the above
benefits.
The benefits associated with landscaped islands and medians within the parking lot are
specifically:
1. Improved aesthetic appeal of the parking area and nearby parcels;
2. Improved dust control;
3. Enhanced adaptation of the urban environment within the natural environment;
4. Improved traffic circulation;
5. A positive representation of the businesses within the District;
6. Centralized locations for refuse collection facilities; and,
7. The special enhancement to the value of property which results from the above
benefits.
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Parking lot sweeping is an essential and necessary activity for all properties —particularly
commercial properties. This improvement is funded through the assessments solely for the
special benefit of properties within the District. The benefits associated with this service are:
1. Enhanced aesthetic appeal of the parking area and the properties that are
associated with the parking area;
2. Improved dust control;
3. The special enhancement to the value of property which results from the above
benefits.
The on -going operation and maintenance of the landscaping, lighting and sweeping
improvements provide no measurable general benefit to other properties outside the District
or to the public at large. Therefore, these improvements and the corresponding assessments
have been identified as 100% special benefit to parcels within the District.
Y.VP
Method of Apportionment
Method of Apportionment Rationale
The costs of the District improvements have each been apportioned by a formula and
method which fairly distributes the net amount to be assessed among all assessed parcels in
proportion to the estimated special benefits to be received by each parcel from the
improvements.
Parking Lot Improvements and Services
All assessed parcels within the President's Plaza III PBID have use of, and access to, a
centralized parking facility (lob that provides access, parking, and delivery areas for the
businesses and parcels within the District. Because the parking area is a centralized facility
used and accessed by all properties within the District, each parcel's benefit is based on the
size of such parcel. Therefore, it has been determined that a fair and reasonable reflection of
each parcel's benefit for the parking lot improvements shall be based on the approximate
size, in square feet, of each parcel.
Method. of Apportionment t'Ja.lc;ulations
The Total Direct Costs of the parking lot improvements and services are apportioned to
each parcel within the District based on each parcel's lot size in square feet. In addition to a
parcel's Total Direct Cost, each parcel is assessed for District administration expenses and a
reserve fund collection (Indirect Costs). The Indirect Costs for each parcel have been
apportioned in the same manner as Total Direct Costs. Therefore, each parcel's Total
Annual Assessment is the sum of its proportionate share of the Total Direct Costs and Total
Indirect Costs.
Apportionment of Direct Costs
The Total Direct Costs estimated for parking lot improvements and services (maintenance) are
based on the estimated annual costs to maintain the landscaping, lighting, and mechanical
sweeping of the parking lot within President's Plaza III. These Total Direct Costs, divided by
the sum of the square footage of all parcels within the District, establishes a rate per parcel
square foot. This rate multiplied by each parcel's square footage equals the parcel's
proportionate share of the parking lot maintenance costs (rounded to the nearest even penny). The
rate provided in Table 1 is for Fiscal Year 2011 /2012 only. Please refer to the District
Budget able 4) for future assessment rates.
Total Direct Cost / Total Square Footage = Rate per Square Foot
Rate x Parcel Square Footage = Direct CostAssessment Component
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Table 1: Direct Cost Proposed Assessment and Rate
Proposed Proposed Rate
Direct Costs (per Square Foot) for
for FY 2011-12 FY 2011-12
First Fiscal Year Maximum S 23 619 S 00520
Apportionment of Indirect (Administration/Reserve) Costs
To ensure the improvements, activities, and services provided and funded through the
District are continued, each parcel will be assessed for administrative and reserve costs
(Indirect Costs). These Indirect Costs include all expenses related to the administration of the
District as well as the collection of money towards a Reserve Fund.
Similar to the method of apportionment for Total Direct Costs, the District's indirect costs
are apportioned to each parcel based on each parcel's lot size in square feet. The rate
trovided inT_ able 2 is for Fiscal Year 2011/2012 onlv. Please refer to the District Budget
able 4) for future assessment rates.
Total Indirect Cost / Total Square Footage = Rate per Square Foot
Rate x Parcel Square Footage = Indirect Cost Assessment Component
Table 2: Indirect Cost Proposed Assessment and Rate
Proposed Proposed Rate
Indirect Costs (per Square Foot) for
for FY 2011-12 FY 2011-12
First Fiscal Year Maximum S 13 126 S 0 0296
Total Annual Assessment
Each parcel's Total Annual Assessment is the sum of their proportionate share of the Direct
Costs and Indirect Costs. The preceding description of the method of apportionment
outlines the estimated cost and rates applied for the District in the first fiscal year of this
renewal (FY 2011/2012). The rate provided in Table 3 is for Fiscal Year 2011/2012 only.
Please refer to the District Budget (Table 4) for future assessment rates.
Direct Cost Rate + Indirect Cost Rate = Total Rate per Square Foot
Total Rate x Parcel Square Footage = Total Parcel Assessment
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Table 3: Total Cost Proposed Assessment and Rate
Proposed Proposed Rate
Direct Costs (per Square Foot) for
First Fiscal Year for FY 2011-12 FY 2011-12
Direct Costs Maximum S 23 649 S 0 0620
Indirect Costs S 13 425 S 0 0296
Total Costs Maximum S 37 074 S 0 0816
Annual Budget Adjustments
For the five year term of this PBID renewal, annual assessments may be adjusted by the
President's Plaza III PBID owners' association up to three percent (3%) per year. Actual
annual adjustments may range from zero percent (0%) to three percent (39/6). Adjustments
may differ from year to year depending on the service needs identified by the owners'
association. In any event, assessments will not exceed the levels illustrated by the District
Budget (Table 4).
Any annual budget surplus or deficit will be accrued into the following year's PBID budget.
Assessments will be set accordingly, within the constraints of the annual adjustment, to
adjust for surpluses or deficits that are carried forward.
Description of Budget Items in Table 4
Direct Benefit Costs
Weekly cleaning of the parking lot and gutters using a contracted, mechanized service.
Includes all regularly scheduled labor, material (e.g. pipe, fertik!tier, insecticides), and
equipment required to properly maintain and ensure the satisfactory condition of all
landscaping, irrigation and drainage systems, and appurtenant facilities. All landscaping
improvements within the District are contracted for maintenance and service on a
regular basis. The frequency and specific maintenance and operations required within the
District will be determined by City staff.
This item includes repairs that are not normally included in the yearly maintenance
contract costs. This may include repair of damaged amenities due to vandalism and
storms, as well as planned upgrades which could include replacing lighting materials or
renovation of lighting systems.
This item includes repairs that are not normally included in the yearly maintenance
contract costs. This may include repair of damaged amenities due to vandalism and
storms, as well as planned upgrades, which could include replacing plant materials or
renovation of irrigation systems.
Utility cost to furnish water for required landscape irrigation.
"�'I' "d f ','a d 111C 1 a _ F'E'�Aa"=c'-
The furnishing of electricity required for the operation and maintenance of the lighting
facilities. The City contracts for the furnishing of its electricity for street lighting, which
includes normal maintenance and bulb replacement. This cost does not include repairs
or replacement of damaged facilities due to vandalism, accidents or storms.
Utility cost for furnishing of electricity required for the operation of the irrigation
systems and landscape maintenance.
11 11" 'atl I i11a1', i i rl 1( 0'A (':' /' , I r i
Indirect Benefit Costs (Administration/Reserves)
The cost to all departments and staff of the City, for providing the coordination of
District services, operations and maintenance of the District, response to public
concerns and education, and procedures associated with the levy and collection of
assessments. This cost also includes contracting with professionals to provide additional
administrative, legal, or engineering services specific to the District.
This is the actual cost to the District for the County to collect District assessments on
the property tax bills. This charge is based on a flat rate per fund number.
This is the cost to the District for the County to collect assessments on the property tax
bills. This charge is on a per assessment basis, at $0.50 per assessment, and is in addition
to the County Administration Fee.
The Operating Reserve Fund provides for collection of funds to operate the District, for
each fiscal year, from the time period of July 1 through January when the County
provides the City with the first installment of assessments collected from the property
tax bills. The Operating Reserve Fund eliminates the need for the City to transfer funds
from non -District accounts to pay for District charges during the first half of FY
2011/2012 through FY 2015/2016. The Operating Reserve Fund may also be used to
offset any unforeseen costs such as repairs, legal fees, revenue deficits, or increased costs
due to inflation or contractual agreements that are greater than originally planned.
The Parking Lot Maintenance Fund provides funds for the sealing and re -striping of the
parking lot after the fourth year of this renewal term of the District. The parking lot's
total surface area is approximately 184,000 square feet. During December 2005, the
District's cost of sealing and re -striping the parking lot was $27,200 (15.5 cents per square
foot multiplied by 175,520 square feet of surface area) and its cost of repairs within the parking
lot was $24,300 (for 8,500 square feet of surface area); for a total cost of $51,500. The cost of
sealing and re -striping the parking lot's total surface area of 184,000 square feet would
have been approximately $28,520 (15.5 cents per square foot multiplied by 184,000 square feet of
surface area).
This line item supports insurance costs for the operation of the District.
UIj:'O
Levy Breakdown
t
This is the sum total of all budgeted Direct and Indirect costs.
District Statistics
The total number of parcels within the District.
The total number of parcels within the District that will be assessed. Non -assessed lots
or parcels include easements, common areas, and parcels within the boundaries of the
District that currently do not benefit from the improvements and which are not included
in the Total Parcels to Levy.
This is the sum total of the assessed parcels' square footage applied to each assessed
parcel within the District.
This amount represents the Rate for Direct Costs being applied to each assessed parcel's
individual lot square footage. The Levy Rate per Direct Costs is the result of dividing the
estimated Total Direct Costs for that year by the sum of the District's Total Parcels
Square Footage. The rate is calculated to four decimal places.
This amount represents the Rate for Indirect Costs being applied to each assessed
parcel's individual lot square footage. The Levy Rate per Indirect Costs is the result of
dividing the estimated Total Indirect Costs for that year by the sum of the District's
Total Parcels Square Footage. The rate is calculated to four decimal places.
This amount represents the Rate being applied to each assessed parcel's individual lot
square footage. The Levy Rate per Square Foot is the result of dividing the estimated
Total District Costs for that year by the sum of the District's Total Parcel Square
Footage. The rate is calculated to four decimal places.
District Budget
The District Budget shown on the following table (Table 4), lists the estimated costs of
providing the various improvements and services within the District. The costs and the
resulting rates for Fiscal Year 2011/2012 through Fiscal Year 2015/2016 are based on the
11 /i71/if 1111/:ru,hI/i ,'17/, ,,, 1'., r Ll
estimated costs to provide the improvements and services for each year. Direct Costs,
District and County Administration Costs, and Insurance Costs are adjusted for the three
percent (3%) inflation factor.
The owners' association, appointed by the City Council, will annually review the District
costs and make recommendations for any changes or adjustments to the budget. Changes to
the budget could result in changes to the annual assessment but, the resulting total
assessment may not exceed the maximum rates established in this Plan without first
obtaining property owner approval through assessment ballots.
Table 4: Five Year Budget
Actual
Proposed Maximum Proposed Assessment for Fiscal Years
Assessment
Budget Item FY 2011-2012 1'' 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016
D•rect Costs
Sweeping Services
Landscape Contract Maintenance
Lighting Repair & Maintenance
Landscape Repair & Maintenance
Landscape Utilities - V./ater
Street Lighting Utilities - Electric
Landscape Utilities - Electric
Subtotal Direct Costs
irdrrect Costs
District Administration
County Administration Fee
County Per Parcel Fee
Operating Reserve Fund Collection
Parking Lot Maintenance Fund Collection
Insurance
Subtotal Indirect Costs
Le>, Breakdocr
Total District Costs
Balance to Leiy
D-Strct Statstcs
Total Parcels
Total Parcels To Lecy
Total Parcels Square Footage
Levy Rate per Direct Costs per So Ft
Levy Rate per Indirect Costs per So Ft
Total Le ,; Rate per Square Foot
Ooeratng Reser„e Fund Balance
Precious Balance
Ending Balance
Park.nq Lot Ala,^te.,arce F,,nd Ba:'ar,ce
Precious Balance
Ending Balance
S 4 637 S
4 637 S
4 776 S
4 919 S
5 067 S
5 219
5 217
5 217
5 373
5 534
5 700
5 871
1 391
1 391
1 433
1 476
1 520
1 566
4 057
4 057
4 179
4 305
4 434
4 567
2 319
2 319
2 388
2 460
2 534
2 610
5 449
5 449
5 612
5 780
5 954
6 132
580
580
597
615
633
652
S 23 649 S
23 649 S
24 359 S
25 089 $
25 342 S
26 617
4 057
4 057
4 179
4 305
4 434
4 567
203
203
209
215
222
228
8
9
10
10
10
10
1 030
1 030
1 000
1 000
1 000
1 000
6 386
6 386
6200
6200
6200
6 200
1 739
1 739
1 791
1 845
1 900
1 95 T
S 13 423
S 13 425
S 13 389
S 13 674
S 13 76fi
S 13 963
37 072
37 074
37 747
38 664
39 608
40 680
S 37072
S 37074
S 37 747
S 38 664
S 39 608
S 40 560
16
16
16
16
16
16
16
16
16
16
16
16
453 956
453 956
453.956
453 956
453 956
453 956
S 0 0620
S 00520
S 0 0536
S 0 0554
5 00570
S 00588
S 0 0296
S 0 0296
S 0 0296
S 0 0300
S 0 0304
S 0 0308
S 0 0816
S 0 0016
S 00832
S 0 0852
$ 0 0874
S 00394
-
-
1 030
2030
3 030
4 030
1 030
1 030
2030
3 030
4 030
5 030
-
-
6 386
12 586
18 786
24 986
6 386
6 386
12 566
18.786
24 986
31 186
I laximum arrual assessments for direct cc sts. district and county administratid n, and msurar ce are adjusted i;y _'": from the pre. icus Fiscal rear far Fiscal
`ears 2C12-t' tnrou9h 22 tE-2(:18. —he PBIC Advisory Board erin determire the amount cf any actual ircrease forthose %,bict, may not exceed 2% per
year.
F ' 2C 11-12 .Actual and I.'aximum Prop csed .Assessments are the same.
Sources: "1% cf Palm Cesert- 51dAdar Financial Ser, ices
il'11,-Ji1�7 i`Ih�flh`Lr7�.5 17Y�'t',i 1'1:' J
11 a
Appendix A Assessment Diagram
The Assessment Diagram for the District is on the following page and is inclusive of all
parcels identified on the County of Riverside Assessor's Parcel Maps as Book 627, Page 192.
The Assessment Diagram will be kept on file with the City Clerk of the City of Palm Desert.
Willdan Fin�,mcial Serticvs A{4,cA-1
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Appendix B Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown
on the County Assessor's Map for the year in which the Engineer's Report is prepared.
The Assessment Roll, which includes a listing of assessor parcels assessed within this
District, along with their assessment amounts, is shown in Table 5 on the following page.
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Cit$ of Padn Dcscrt President's Plaza 111 PB1D Renciw-a1
Prchiniiian_ En;; ineer's Report
F3 20111/20I2
Apportionment section of this Report. The total funds collected shall be dispersed and used
for only the services and operations provided to the District.
Special Benefits of the Improvements and
Activities
All assessed properties within the District receive special benefits from one or more of the
improvements and activities funded through the District assessments. Specifically, lighting
and landscaping amenities within the parking lot, and regular sweeping of the parking lot.
The special benefits of lighting (Parking IN lights) are the convenience, safety, and security of
property, improvements, and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection;
2. Increased nighttime safety for patrons and employees;
3. Improved visibility for pedestrians and motorists;
4. Improved ingress and egress to property;
5. Reduced vandalism and other criminal acts and damage to improvements or
property;
6. Enhanced aesthetic appeal of the parking area and the properties that are
associated with the parking area;
7. Increased promotion of business activities and opportunities during nighttime
hours; and,
8. The special enhancement to the value of property which results from the above
benefits.
The benefits associated with landscaped islands and medians within the parking lot are
specifically:
1. Improved aesthetic appeal of the parking area and nearby parcels;
2. Improved dust control;
3. Enhanced adaptation of the urban environment within the natural environment;
4. Improved traffic circulation;
5. A positive representation of the businesses within the District;
6. Centralized locations for refuse collection facilities; and,
7. The special enhancement to the value of property which results from the above
benefits.
Parking lot sweeping is an essential and necessary activity for all properties —particularly
commercial properties. This improvement is funded through the assessments solely for the
special benefit of properties within the District. The benefits associated with this service are:
Cin of'P.-Ihn DCSert
Pre side•nt%; Plazir III PBID Rerrria;d
Prelirninarl-Bn{>incer'.ti Rcporr
FY 2011,/2w
1. Enhanced aesthetic appeal of the parking area and the properties that are
associated with the parking area;
2. Improved dust control;
3. The special enhancement to the value of property which results from the above
benefits.
The on -going operation and maintenance of the landscaping, lighting and sweeping
improvements provide no measurable general benefit to other properties outside the District
or to the public at large. Therefore, these improvements and the corresponding assessments
have been identified as 100% special benefit to parcels within the District.
I',lrl,ui 1'IG':112(/di.Sci'Pic Pi 0
Cin oi'Palm Desert
Method of Apportionment
President's Plaza Ill 11BID Renewal
Preliminary Eit,-ince r s Report
hY 2011/2012
Method of apportionment Rationale
The costs of the District improvements have each been apportioned by a formula and
method which fairly distributes the net amount to be assessed among all assessed parcels in
proportion to the estimated special benefits to be received by each parcel from the
improvements.
Parking Lot Improvements and Services
All assessed parcels within the President's Plaza III PBID have use of, and access to, a
centralized parking facility (lot) that provides access, parking, and delivery areas for the
businesses and parcels within the District. Because the parking area is a centralized facility
used and accessed by all properties within the District, each parcel's benefit is based on the
size of such parcel. Therefore, it has been determined that a fair and reasonable reflection of
each parcel's benefit for the parking lot improvements shall be based on the approximate
size, in square feet, of each parcel.
Method of apportionment Calculations
The Total Direct Costs of the parking lot improvements and services are apportioned to
each parcel within the District based on each parcel's lot size in square feet. In addition to a
parcel's Total Direct Cost, each parcel is assessed for District administration expenses and a
reserve fund collection (Indirect Costs). The Indirect Costs for each parcel have been
apportioned in the same manner as Total Direct Costs. Therefore, each parcel's Total
Annual Assessment is the sum of its proportionate share of the Total Direct Costs and Total
Indirect Costs.
Apportionment of Direct Costs
The Total Direct Costs estimated for parking lot improvements and services (maintenance)
are based on the estimated annual costs to maintain the landscaping, lighting, and mechanical
sweeping of the parking lot within President's Plaza I11. These Total Direct Costs, divided by
the sum of the square footage of all parcels within the District, establishes a rate per parcel
square foot. This rate multiplied by each parcel's square footage equals the parcel's
proportionate share of the parking lot maintenance costs (rounded to the nearest even
penny). The rate provided in Table 1 is for Fiscal Year 2011 /2012 only Please refer to the
District Budget (Table 4) for future assessment rates
Total Direct Cost/ Total Square Footage = Rate per Square Foot
Rate x Parcel Square Footage = Direct CostAssessment Component
t',,-
City o1'Pabn Desert
President's Plain III PBID Reacu'al
Prc6minan- End; hwcr'.s Report
F1 2011/201
Table 1: Direct Cost Proposed Assessment and Rate
Proposed Proposed Rate
Direct Costs (per Square Foot) for
for FY 2011-12 FY 2011-12
First Fiscal Year Maximum S 23 549 S 0 0520
Apportionment of Indirect (Administration/Reserve) Costs
To ensure the improvements, activities, and services provided and funded through the
District are continued, each parcel will be assessed for administrative and reserve costs
(Indirect Costs). These Indirect Costs include all expenses related to the administration of
the District as well as the collection of money towards a Reserve Fund.
Similar to the method of apportionment for Total Direct Costs, the District's indirect costs
are apportioned to each parcel based on each parcel's lot size in square feet. The rate
provided in Table 2 is for Fiscal Year 2011/2012 only. Please refer to the District Budget
(Table 4) for future assessment rates.
Totallndirect Cost/ Total Square Footage = Rate pet Square Foot
Rate x Parcel Square Footage = Indirect Cost Assessment Component
Table 2: Indirect Cost Proposed Assessment and Rate
Proposed Proposed Rate
Indirect Costs (per Square Foot) for
for FY 2011-12 FY 2011-12
First Fiscal Year Maximum S 13.425 S 00296
Total Annual Assessment
Each parcel's Total Annual Assessment is the sum of their proportionate share of the Direct
Costs and Indirect Costs. The preceding description of the method of apportionment
outlines the estimated cost and rates applied for the District in the first fiscal of this renewal
(FY 2011/2012). The rate provided in Table 3 is for Fiscal Year 2011/2012 only. Please
refer to the District Budget (Table 4) for future assessment rates
Direct Cost Rate + Indirect Cost Rate = Total Rate per Square Foot
Total Rate x Parcel Square Footage = Total Parcel Assessment
II `/'1�r IN i'J'7/;W,hItI �1 ; ,, S
Cin o111abn De,,wrt
President's Pkiza Ill PBID Renewal
Prelir"Man-Gnaineeis Rcport
FY 2011,/2012
Table 3: Total Cost Proposed Assessment and Rate
Proposed Proposed Rate
Direct Costs (per Square Foot) for
First Fiscal Year for FY 2011-12 FY 2011-12
Direct Costs Maximum S 23 649 S 0 0620
Indirect Costs S 13 426 S 0 0296
Total Costs Maximum S 37 074 S 0 0816
Annual Budget Adjustments
For the five years of the term of the PBID renewal, annual assessments may be adjusted by
the President's Plaza III PBID owners' association up to three percent (39/o) per year. Actual
annual adjustments may range from zero percent (0%) to three percent (3%). Adjustments
may differ from year to year depending on the service needs identified by the owners'
association. In any event, assessments will not exceed the levels illustrated by the District
Budget (Table 4).
Any annual budget surplus or deficit will be accrued into the following year's PBID budget.
Assessments will be set accordingly, within the constraints of the annual adjustment, to
adjust for surpluses or deficits that are carried forward.
Cin cat Pa6tt Desert Presrilcrnt's Plain 111 PBID Renewal
Preliminan- End; incer's Repurr
FY"2011/2012
Description of Budget Items In Table 4
Direct Benefit- Costs
r
Weekly cleaning of the parking lot and gutters using a contracted, mechanized service.
t's'fw
Includes all regularly scheduled labor, material (e.g. pipe, fertili,Zer, insecticides), and
equipment required to properly maintain and ensure the satisfactory condition of all
landscaping, irrigation and drainage systems, and appurtenant facilities. All landscaping
improvements within the District are contracted for maintenance and service on a
regular basis. The frequency and specific maintenance and operations required within the
District will be determined by City staff.
This item includes repairs that are not normally included in the yearly maintenance
contract costs. This may include repair of damaged amenities due to vandalism and
storms, as well as planned upgrades which could include replacing lighting materials or
renovation of lighting systems.
This item includes repairs that are not normally included in the yearly maintenance
contract costs. This may include repair of damaged amenities due to vandalism and
storms, as well as planned upgrades, which could include replacing plant materials or
renovation of irrigation systems.
If Z !1, t' 1, ,I ) ,"I',I , ..'114 tt,,'P",
Utility cost to furnish water for required landscape irrigation.
The furnishing of electricity required for the operation and maintenance of the lighting
facilities. The City contracts for the furnishing of its electricity for street lighting, which
includes normal maintenance and bulb replacement. This cost does not include repairs
or replacement of damaged facilities due to vandalism, accidents or storms.
Utility cost for furnishing of electricity required for the operation of the irrigation
systems and landscape maintenance.
Cin oflW111 Desert
Pr('Siclent's Plaza III PBID Renewal
Preliminai.ti Eg4,incer :s Report
FY 2011/2012
Indirect Bene.fit Costs (Administration/Reserves)
The cost to all departments and staff of the City, for providing the coordination of
District services, operations and maintenance of the District, response to public
concerns and education, and procedures associated with the levy and collection of
assessments. This cost also includes contracting with professionals to provide additional
administrative, legal, or engineering services specific to the District.
(_ I,T;I;, .ifl I:t!?idt "11;f,f, Jf'.'f.':
This is the actual cost to the District for the County to collect District assessments on
the property tax bills. This charge is based on a flat rate per fund number.
This is the cost to the District for the County to collect assessments on the property tax
bills. This charge is on a per assessment basis, at $0.50 per assessment, and is in addition
to the County Administration Fee.
The Operating Reserve Fund provides for collection of funds to operate the District, for
each fiscal year, from the time period of July 1 through January when the County
provides the City with the first installment of assessments collected from the property
tax bills. The Operating Reserve Fund eliminates the need for the City to transfer funds
from non -District accounts to pay for District charges during the first half of FY
2011 /2012 through FY 2015/2016. The Operating Reserve Fund may also be used to
offset any unforeseen costs such as repairs, legal fees, revenue deficits, or increased costs
due to inflation or contractual agreements that are greater than originally planned.
The Parking Lot Maintenance Fund provides funds for the sealing and re -striping of the
parking lot after the fourth year of this renewal term of the District. The parking lot's
total surface area is approximately 184,000 square feet. During December 2005, the
District's cost of sealing and re -striping the parking lot was $27,200 (15.5 cents per square
foot multiplied by 175,520 square feet of surface area) and its cost of repairs within the parking
lot was $24,300 (for 8,500 square feet of surface area); for a total cost of $51,500. The cost of
sealing and re -striping the parking lot's total surface area of 184,000 square feet would
have been approximately $28,520 (15.5 cents per square foot multiplied by 184,000 square feet of
surface area) .
This line item supports insurance costs for the operation of the District.
II, I/144W I sr,,1u rr l 5c'�T/rf,, I�,,,;,- l
City ot'Pahn Desen 11resiclent's Plaza HI PBID Renra:ll
I'rcliminarz Enlrincer'.s RtPort
FJ 2011 /2012
estimated costs to provide the improvements and services for each year. Direct Costs,
District and County Administration Costs, and Insurance Costs are adjusted for the three
percent (3%) inflation factor.
The owners' association, appointed by the City Council, will annually review the District
costs and make recommendations for any changes or adjustments to the budget. Changes to
the budget could result in changes to the annual assessment but, the resulting total
assessment may not exceed the maximum rates established in this Report without first
obtaining property owner approval through assessment ballots.
Table 4: Five Year Budget
Actual
Proposed Maximum Proposed Assessment for Fiscal Years
Assessment
Budget Item FY 2011-2012 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016
D-recf Cos:
Sweeping Services
Landscape Contract Maintenance
Lighting Repair & Maintenance
Landscape Repair & Maintenance
Landscape Utilities - Water
Street Lighting Utilities - Electric
Landscape Utilities - Electric
Subtotal Direct Costs
;ncr sect Costs
District Administration
County Administration Fee
County Per Parcel Fee
Operating Reserve Fund Collection
Parking Lot Maintenance Fund Collection
Insurance
Subtotal Indirect Costs
Le:°r Breakdoerr
Total District Costs
Balance to Le y
D-suct Statstcs
Total Parcels
Total Parcels To Levy
Total Parcels Square Footage
Levy Rate per Direct Costs per Sq Ft
Ley Rate per Indirect Costs per Sq Ft
Total Le,,,; Rate per Square Foot
Clperatng Reser; a F,;rd Ba'ance
Pre.ious Balance
Ending Balance
Farkxg to: Alanfecarce Ford Ba'arce
Previous Balance
Ending Balance
S 4 637
S 637
S 4 776
5 4 919
5 5 067
S 6 219
5 217
5 217
5 373
5 534
5 700
5 371
1 391
1 391
1 433
1 476
1 520
1 566
4 057
4 057
4 1?9
4 305
4 434
4 667
2 319
2 319
2 388
2 460
2 534
2 610
5 449
5 449
5 612
5 780
5 954
6 132
580
580
597
615
633
652
S 23 649
S 23 649
S 24 369
5 25 089
S 25 842
5 26 617
4 05'
4 057
4 179
4 305
4 434
4 567
203
203
209
215
222
228
8
9
10
10
10
10
1 030
1 030
1 000
1 000
1 000
1 000
6 386
6 386
6200
6200.
6200
6200
1 739
1 739
1 791
1 845
1 900
1 957
S 13 423
S 13 425
S 13 389
S 13 574
S 13 766
S 13 963
37 072
37 074
37 747
38 664
39 608
40 580
5 37 072
$ 37 074
5 37 747
S 38 664
5 39608
5 40 580
16
16
16
16
16
16
16
16
16
16
16
16
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453 956
453 956
463 956
453 956
453 956
s 00520
S 00620
5 0 0638
S 0 0554
S 0 0570
S 00688
S 00296
S 0 0296
5 00296
5 00300
S 0 0304
S 0 0308
S 0 0816
5 00816
5 0 0832
5 0 0852
5 0 0874
5 0 0894
-
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1 030
2030
3 030
4 030
1 030
1 030
2 030
3 030
4 030
5 030
-
-
6 386
12 686
18 786
24 986
6 386
6 386
12 586
18 786
24 986
31 186
I'axnum arnuai assessments fdr direct costs. district and ccun4 admimstration. and insurance are adjusted ty ?% from the pre: ious Fiscal ear fcr Fiscal
ears 2C12-t3 thrcuoh 2115-Ul; —he PS C —�d:!scry Beard ;: iil deternre the amount cf ary actual increase forthese years 'r, NO play not exceed ?*� per
near
- 2C 11.12 -ctual arc taaxanum Prcpcsed-ssessmrents are v e same.
Sources. Cm of Palm Cesert; iohdar Financial Ser:tces
la ur I rr /YI, IfI/ it 07
Cin o1 Pabn Desert
President's Plaza 111 PRID Rcncival
Prcliminan- En,;rincer'.s RcPor-t
Ff`2011/2012
Appendix —AssessmentDiagram
The Assessment Diagram for the District is on the following page and is inclusive of all
parcels identified on the County of Riverside Assessor's Parcel Maps as Book 627, Page 192.
The Assessment Diagram will be kept on file with the City Clerk of the City of Palm Desert.
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Cin ofgdni Desert
Presitknt''.s P/t x III PBID Renei+;t1
Prelimimin-Eu{>mcer'.s Report
Fi 2011/2012
Appendix B Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown
on the County Assessor's Map for the year in which this Report is prepared.
The Assessment Roll, which includes a listing of assessor parcels assessed within this
District, along with their assessment amounts, is shown in Table 5 on the following page.
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Z F-
CITY OF PALM DESERT
PRESIDENT'S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT RENEWAL
ENGINEER'S REPORT
FISCAL YEARS 2011/2012 TO 2015/2016
I/I 41' ' '''''"\\,„\;:**;
0
Intent Meeting: May 26, 2011
Public Hearing: July 14, 2011
WI LLDAN
Financial Services
Corporate Office Office Locations
27368 Via Industria Oakland, CA Phoenix,AZ
Suite 110 Sacramento,CA Orlando,FL
Temecula,CA 92590
Tel: (951) 587-3500
Tel: (800) 755-6864
Fax: (951) 587-3510
n'wu'.wi//dan.corn/financial
ENGINEER'S REPORT AFFIDAVIT
City of Palm Desert
President's Plaza III
Property and Business Improvement District
City of Palm Desert
Riverside County, State of California
This Report describes the District and defines improvements, budget and method of
assessment apportionment, and the parcels proposed to be levied for Fiscal Year 2011/12 as
they existed at the time of the passage of the Resolution of Intention. Reference is hereby
made to the Riverside County Assessor's maps for a detailed description of the lines and
dimensions of parcels within the District. The undersigned respectfully submits the enclosed
Report as directed by the City Council.
Dated this day of ,2011.
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Palm Desert
By:
Richard Kopecky
R. C. E. # 16742
•
itp n/7',rli;r llerw7 1'��ezdrt/'. !;%es,z Ill 1'Rl/) Kennte%e/
1_`rrorneer'.,Rdif,r1
Table of Contents
OVERVIEW 2
Introduction 2
District Formation / Renewal Process 2
DESCRIPTION OF THE DISTRICT 4
District Boundary 4
Improvements and Activities 4
Special Benefits of the Improvements and Activities 5
METHOD OF APPORTIONMENT 7
Method of Apportionment Rationale 7
Parking Lot Improvements and Services 7
Method of Apportionment Calculations 7
Apportionment of Direct Costs 7
Apportionment of Indirect(Administration/Reserve)Costs 8
Total Annual Assessment 8
Annual Budget Adjustments 9
DESCRIPTION OF BUDGET ITEMS IN TABLE 4 10
Direct Benefit Costs 10
Indirect Benefit Costs (Administration/Reserves) 11
Levy Breakdown 12
District Statistics 12
District Budget 12
APPENDIX A-ASSESSMENT DIAGRAM A-1
APPENDIX B -ASSESSMENT ROLL B-1
I!i/7I in I'/Nan(ial S trrr i,($ I
City of Palm Desert ('resident's Plaza III PBID Renewal
Prelimmary Enwineer's Report
FY2011/2012
Overview
Introduction
The City of Palm Desert ("Cif') formed and established the President's Plaza III Property
and Business Improvement Assessment District ("District") beginning in Fiscal Year
2001/2002 to provide improvements and activities that confer special benefits upon real
property within the boundaries of the District. The District was established and levied
pursuant to Property and Business Improvement District Law of 1994, Part 7 of Division 18 of the
California Streets and Highways Code (the "Act"). Pursuant to the Act, property owners within
the District submitted a signed petition requesting formation of the District. The District
was successfully formed for a term of five years commencing with Fiscal Year 2001/2002,
and renewed for another five year period commencing with Fiscal Year 2006/2007. A
maximum assessment was approved by the property owners through an assessment ballot
proceeding, conducted according to provisions of the California Constitution Article XIIID
("Proposition 218"). Fiscal Year 2010/2011 is the last year of the term of the District. Under
the provisions of the Act,the property owners within the District may renew the District for
a maximum term of ten (10) years. The renewal process is the same as that of the original
formation. Therefore, the preparation of this updated Engineer's Report is the first step in
satisfying these requirements. Pursuant to the Act, the City proposes to annually levy and
collect assessments to provide funding for improvements and activities authorized within the
District for a period of five years (Fiscal Years 2011/2012 through 2015/2016).
This Engineer's Report ("Report') describes the District, improvements and activities,
method of apportionment, the proposed assessments for the current fiscal year, and the
maximum assessment proposed for the five-year duration of the renewed District. The
proposed assessments are based on the estimated cost to provide the improvements,
activities, and operations that provide a direct and special benefit to properties within the
District. The costs of improvements, activities, and operations include all expenditures,
deficits,surpluses,revenues,and reserves.
The word "property," for the purposes of this Report,refers to real property situated within
the District, and identified as an individual property or parcel assigned its own Assessor's
Parcel Number (APN) by the County of Riverside Assessor's Office. The County of
Riverside Auditor/Controller uses APNs to identify on the tax roll parcels and properties
assessed for taxes, special assessments,and fees and charges.
District Formation / Renewal Process
A written petition of the property owners within the District, representing more than 50
percent of the proposed assessment to be levied was submitted to the Palm Desert City
Council to initiate formation proceedings. The City Council initiated proceedings for the
formation of the District by adopting a resolution expressing its intention to form the
District. The resolution of intention referenced the Engineer's Report and the Management
District Plan, and noticed the time and place of a public hearing on the formation of the
District and levy of assessments.
Iriarn I inamial.SerrAt, 2
City ofPalm Desert President's Plaza 111 PBID Renewal
Preliminary Engineer's Report
FY20II/2012
Not less than forty-five (45) days and not more than ninety (90) days of adopting the
resolution of intention, the City Council held a public hearing on the matter of formation,
and caused notice to the property owners pursuant to Section 54954.6 of the Government Code.
Public notices and assessment ballots (properly owner protest ballots) were mailed to each
property owner at least 45 days prior to the public hearing pursuant to Article XIIID of the
California Constitution.
At the public hearing the City Council provided the public and property owners an
opportunity to provide oral protests and written protests prior to the adoption of the
Engineer's Report and the Management District Plan. Pursuant to the California Constitution
Article XIIID, the City Clerk or its designated alternate tabulated property owner assessment
ballots received from property owners and determined that majority protest did not exist.
Pursuant to the Act, the City Council shall appoint an Owner's Association ("Association")
for the District. This Association shall make recommendations to the City Council on the
expenditures of revenue derived from the levy of assessments and on the classification of
properties as applicable. This Association shall cause to be prepared a report each fiscal year
for which assessments are to be levied and collected. Said annual report shall be filed with
the City Clerk and shall contain: any proposed changes to the district boundary; the
improvements and activities to be provided that year; the estimated costs for that year; the
method of assessment; the amount of any surplus or deficit; and contributions from other
sources. The City Council may approve the report as submitted or as modified.
11'7//tlaii ( whimhal.Sercire, 3
Gil of Palm Desert President's Plaza III PBID Renewal
Preliminary Engineer's Report
FY-201I/2012
Description of the District
District Boundary
The District consists of all parcels located in the commercial business area known as the
President's Plaza III within the City of Palm Desert, County of Riverside. The District
includes sixteen (16) assessed commercial parcels.
The boundary of the District and the parcels therein are generally located South of Palm
Desert Drive at Highway 111; North of El Paseo; West of Sage Lane; and East of Old
Highway 74, and includes the Palm Desert Parking Lot — lease parcel to the City of Palm
Desert located South of Highway 111; East of New Highway 74; and West of Old Highway
74.
Improvements and Activities
In an effort to enhance and improve business opportunities and the appearance of the area
known as the President's Plaza III, the Agency provided funds for the renovation and capital
improvement of the parking lot and landscaped areas related to this commercial business
center. In conjunction with this renovation, President's Plaza III Property and Business
Improvement District was formed in 2001, and renewed in 2006, to provide and ensure the
continued operation and maintenance of the improvements after the renovations had been
completed. Should the District be renewed by the property owners for another five (5) year
term,the assessments generated will continue this maintenance.
It has been determined that all the properties within the District receive special and distinct
benefits from the improvements and activities to be funded through the assessments. The
improvements include all necessary activities, services, operation, administration, and
maintenance required to keep the improvements in satisfactory condition including all
necessary labor, material, and equipment. The services may include, but are not limited to,
regular maintenance, repair, removal or replacement of all or any part of the improvements
including removal of trimmings,rubbish,debris and other solid waste;and,providing for the
growth, health and beauty of landscaping and lighting including cultivation, trimming,
spraying, fertilizing or treating for disease or damage as well as supplying necessary irrigation
and electrical energy.The specific improvements and activities include:
• Parking lot landscaped areas: including, but not limited to, ground cover,
shrubs, trees, plants, irrigation and drainage systems and associated appurtenant
facilities;
• Parking lot lighting facilities: including, but not limited to, bulbs, fixtures,
poles,wiring,and electrical energy;and,
• Debris removal: including, but not limited to, regular mechanical sweeping of
the parking lot.
The costs associated with the improvements are equitably spread among all benefiting
parcels within the District utilizing the method of apportionment described in the Method of
It"illd m I'inrinrzal.Verrire; l':IT,4
City of Palm Desert President's Plaza 111 PBID Renewal
Preliminary Engineer's Report
FY-2011/2012
Apportionment section of this Report. The total funds collected shall be dispersed and used
for only the services and operations provided to the District.
Special Benefits of the Improvements and
Activities
All assessed properties within the District receive special benefits from one or more of the
improvements and activities funded through the District assessments. Specifically, lighting
and landscaping amenities within the parking lot,and regular sweeping of the parking lot.
The special benefits of lighting (parking lot lights) are the convenience, safety, and security of
property,improvements,and goods. Specifically:
1. Enhanced deterrence of crime and the aid to police protection;
2. Increased nighttime safety for patrons and employees;
3. Improved visibility for pedestrians and motorists;
4. Improved ingress and egress to property;
5. Reduced vandalism and other criminal acts and damage to improvements or
property;
6. Enhanced aesthetic appeal of the parking area and the properties that are
associated with the parking area;
7. Increased promotion of business activities and opportunities during nighttime
hours;and,
8. The special enhancement to the value of property which results from the above
benefits.
The benefits associated with landscaped islands and medians within the parking lot are
specifically:
1. Improved aesthetic appeal of the parking area and nearby parcels;
2. Improved dust control;
3. Enhanced adaptation of the urban environment within the natural environment;
4. Improved traffic circulation;
5. A positive representation of the businesses within the District;
6. Centralized locations for refuse collection facilities;and,
7. The special enhancement to the value of property which results from the above
benefits.
Parking lot sweeping is an essential and necessary activity for all properties—particularly
commercial properties. This improvement is funded through the assessments solely for the
special benefit of properties within the District. The benefits associated with this service are:
ll%illlan I'lnn wadi.Senrite., 5
City of Palm Desert President's Plaza III PB17)Renewal
PreInninary Engineer's Report
FY2011/2012
1. Enhanced aesthetic appeal of the parking area and the properties that are
associated with the parking area;
2. Improved dust control;
3. The special enhancement to the value of property which results from the above
benefits.
The on-going operation and maintenance of the landscaping, lighting and sweeping
improvements provide no measurable general benefit to other properties outside the District
or to the public at large. Therefore, these improvements and the corresponding assessments
have been identified as 100% special benefit to parcels within the District. •
•
it""Vidan f'inanciral h
City-of Palm Desert President's Plaza III PBID Renewal
Preliminary Enr;ineer'.s Report
FY 2011/20I2
Method of Apportionment
Method of Apportionment Rationale
The costs of the District improvements have each been apportioned by a formula and
method which fairly distributes the net amount to be assessed among all assessed parcels in
proportion to the estimated special benefits to be received by each parcel from the
improvements.
Parking Lot Improvements and Services
All assessed parcels within the President's Plaza III PBID have use of, and access to, a
centralized parking facility (lot) that provides access, parking, and delivery areas for the
businesses and parcels within the District. Because the parking area is a centralized facility
used and accessed by all properties within the District, each parcel's benefit is based on the
size of such parcel. Therefore,it has been determined that a fair and reasonable reflection of
each parcel's benefit for the parking lot improvements shall be based on the approximate
size,in square feet,of each parcel.
Method of Apportionment Calculations
The Total Direct Costs of the parking lot improvements and services are apportioned to
each parcel within the District based on each parcel's lot size in square feet. In addition to a
parcel's Total Direct Cost, each parcel is assessed for District administration expenses and a
reserve fund collection (Indirect Costs). The Indirect Costs for each parcel have been
apportioned in the same manner as Total Direct Costs. Therefore, each parcel's Total
Annual Assessment is the sum of its proportionate share of the Total Direct Costs and Total
Indirect Costs.
Apportionment of Direct Costs
The Total Direct Costs estimated for parking lot improvements and services (maintenance)
are based on the estimated annual costs to maintain the landscaping,lighting,and mechanical
sweeping of the parking lot within President's Plaza III.These Total Direct Costs,divided by
the sum of the square footage of all parcels within the District, establishes a rate per parcel
square foot. This rate multiplied by each parcel's square footage equals the parcel's
proportionate share of the parking lot maintenance costs (rounded to the nearest even
penny). The rate provided in Table 1 is for Fiscal Year 2011/2012 only. Please refer to the
District Budget(Table 4) for future assessment rates.
Total Direct Cost/Total Square Footage=Rate per Square Foot
Rate x Parcel Square Footage =Direct Cost Assessment Component
Cit_i ofPa/m Desert President's Plaza III PBID Renewal
Preliminary Engineer's Report
FY 2011/2012
Table 1: Direct Cost Proposed Assessment and Rate
Proposed Proposed Rate
Direct Costs (per Square Foot)for
for FY 2011-12 FY 2011-12
First Fiscal Year Maximum S 23.649 $ 0 0520
Apportionment of Indirect (Administration/Reserve) Costs
To ensure the improvements, activities, and services provided and funded through the
District are continued, each parcel will be assessed for administrative and reserve costs
(Indirect Costs). These Indirect Costs include all expenses related to the administration of
the District as well as the collection of money towards a Reserve Fund.
Similar to the method of apportionment for Total Direct Costs, the District's indirect costs
are apportioned to each parcel based on each parcel's lot size in square feet. The rate
provided in Table 2 is for Fiscal Year 2011/2012 only. Please refer to the District Budget
(Table 4) for future assessment rates.
Total Indirect Cost/Total Square Footage =Rate pet Square Foot
Rate x Parcel Square Footage =Indirect Cost Assessment Component
Table 2: Indirect Cost Proposed Assessment and Rate
Proposed Proposed Rate
Indirect Costs (per Square Foot)for
for FY 2011-12 FY 2011-12
First Fiscal Year Maximum S 13.425 $ 0 0296
Total Annual Assessment
Each parcel's Total Annual Assessment is the sum of their proportionate share of the Direct
Costs and Indirect Costs. The preceding description of the method of apportionment
outlines the estimated cost and rates applied for the District in the first fiscal of this renewal
(FY 2011/2012). The rate provided in Table 3 is for Fiscal Year 2011/2012 only. Please
refer to the District Budget (Table 4) for future assessment rates.
Direct Cost Rate +Indirect Cost Rate = Total Rate per Square Foot
Total Rate x Parcel Square Footage = Total Parcel Assessment
Ili///a,i I whottrzu/.Bemire.; P S
City ofPa/n Desert President's Plaza III PBID Renewal
Preliminary Engineer's Report
FY2011/2012
Table 3: Total Cost Proposed Assessment and Rate
Proposed Proposed Rate
Direct Costs (per Square Foot)for
First Fiscal Year for FY 2011-12 FY 2011-12
Direct Costs Maximum S 23 649 $ 0 0520
Indirect Costs S 13.425 $ 0 0296
Total Costs Maximum $ 37.074 $ 0 0816
Annual Budget Adjustments
For the five years of the term of the PBID renewal, annual assessments may be adjusted by
the President's Plaza III PBID owners' association up to three percent (3%) per year. Actual
annual adjustments may range from zero percent (0%) to three percent (3%). Adjustments
may differ from year to year depending on the service needs identified by the owners'
association. In any event, assessments will not exceed the levels illustrated by the District
Budget(Table 4).
Any annual budget surplus or deficit will be accrued into the following year's PBID budget.
Assessments will be set accordingly, within the constraints of the annual adjustment, to
adjust for surpluses or deficits that are carried forward.
If''///data /',rr" 9
Cin,of Palm Desert President's Plaza 1I1 PBID Renewal
Preliininary-Engineer's Report
FY2011/2012
Description of Budget Items In Table 4
Direct Benefit Costs
�tre'epin r tic°tt-ti.es:
Weekly cleaning of the parking lot and gutters using a contracted,mechanized service.
Landscape Contract Maintenance:
Includes all regularly scheduled labor, material (e.g. pipe, fertilizer, insecticides), and
equipment required to properly maintain and ensure the satisfactory condition of all
landscaping, irrigation and drainage systems, and appurtenant facilities. All landscaping
improvements within the District are contracted for maintenance and service on a
regular basis.The frequency and specific maintenance and operations required within the
District will be determined by City staff.
L;,;'htin,+; Repair dnd!'faintctranc e:
This item includes repairs that are not normally included in the yearly maintenance
contract costs. This may include repair of damaged amenities due to vandalism and
storms, as well as planned upgrades which could include replacing lighting materials or
renovation of lighting systems.
Landscape Repair and Maintenance:
This item includes repairs that are not normally included in the yearly maintenance
contract costs. This may include repair of damaged amenities due to vandalism and
storms, as well as planned upgrades, which could include replacing plant materials or
renovation of irrigation systems.
L.rrrdscape 1:.tditie+ -Water:
ater:
Utility cost to furnish water for required landscape irrigation.
Sheet Lightin I 'ti/h ie , - Electric:
The furnishing of electricity required for the operation and maintenance of the lighting
facilities. The City contracts for the furnishing of its electricity for street lighting,which
includes normal maintenance and bulb replacement. This cost does not include repairs
or replacement of damaged facilities due to vandalism, accidents or storms.
Landscape 1`tilities -Lleett-ic:
Utility cost for furnishing of electricity required for the operation of the irrigation
systems and landscape maintenance.
IV Vida,/ I ii i,ictu/.Se rvic e,k 1'tuV 10
City of Palm Desert President's Plaza III PBID Renewal
Preliminary Engineer's Report
FY'2O1l/2012
Indirect Benefit Costs (Administration/Reserves)
�Lytrle't :1drlrtr)tStratum:
The cost to all departments and staff of the City, for providing the coordination of
District services, operations and maintenance of the District, response to public
concerns and education, and procedures associated with the levy and collection of
assessments. This cost also includes contracting with professionals to provide additional
administrative,legal, or engineering services specific to the District.
(:otrntl. sttlnunistration Fee:
This is the actual cost to the District for the County to collect District assessments on
the property tax bills.This charge is based on a flat rate per fund number.
Comm 's Pet 1'.arc•e1 Tee:
This is the cost to the District for the County to collect assessments on the property tax
bills. This charge is on a per assessment basis, at$0.50 per assessment, and is in addition
to the County Administration Fee.
Operating. Rest ri e Fund(.°r,lleetiun:
The Operating Reserve Fund provides for collection of funds to operate the District, for
each fiscal year, from the time period of July 1 through January when the County
provides the City with the first installment of assessments collected from the property
tax bills. The Operating Reserve Fund eliminates the need for the City to transfer funds
from non-District accounts to pay for District charges during the first half of FY
2011/2012 through FY 2015/2016. The Operating Reserve Fund may also be used to
offset any unforeseen costs such as repairs,legal fees,revenue deficits,or increased costs
due to inflation or contractual agreements that are greater than originally planned.
Parking Lot liainteri.uiec fund Collection;
The Parking Lot Maintenance Fund provides funds for the sealing and re-striping of the
parking lot after the fourth year of this renewal term of the District. The parking lot's
total surface area is approximately 184,000 square feet. During December 2005, the
District's cost of sealing and re-striping the parking lot was $27,200 (15.5 cents per square
foot multiplied by 175,520 square feet of surface area) and its cost of repairs within the parking
lot was $24,300 (for 8,500 square feet of surface area); for a total cost of$51,500. The cost of
sealing and re-striping the parking lot's total surface area of 184,000 square feet would
have been approximately$28,520 (15.5 cents per square foot multiplied by 184,000 square feet of
surface area).
Irr4 urarMCC:
This line item supports insurance costs for the operation of the District.
Li7//r/an I'inarn(id/.Sert'iCe.c I'tl(e II
City of Palm Desert President's Plaza 1I1 PBID Renewal
Prelirninar Engineer's Report
PT 201I/2012
Levy Breakdown
Twat District
This is the sum total of all budgeted Direct and Indirect costs.
District Statistics
l irta/Parcel,:
The total number of parcels within the District.
I of al Parcel, to Ler v:
The total number of parcels within the District that will be assessed. Non-assessed lots
or parcels include easements, common areas, and parcels within the boundaries of the
District that currently do not benefit from the improvements and which are not included
in the Total Parcels to Levy.
Mid/Parcel, Square InntaLre:
This is the sum total of the assessed parcels' square footage applied to each assessed
parcel within the District.
Lcr y Rate per Direct ('n,,is per Square fot:
This amount represents the Rate for Direct Costs being applied to each assessed parcel's
individual lot square footage.The Levy Rate per Direct Costs is the result of dividing the
estimated Total Direct Costs for that year by the sum of the District's Total Parcels
Square Footage. The rate is calculated to four decimal places.
Let:)-Rate per Indirect Costs per Square Fnnt.:
This amount represents the Rate for Indirect Costs being applied to each assessed
parcel's individual lot square footage. The Levy Rate per Indirect Costs is the result of
dividing the estimated Total Indirect Costs for that year by the sum of the District's
Total Parcels Square Footage.The rate is calculated to four decimal places.
Total Lc r) Rate per Square knot:
This amount represents the Rate being applied to each assessed parcel's individual lot
square footage. The Levy Rate per Square Foot is the result of dividing the estimated
Total District Costs for that year by the sum of the District's Total Parcel Square
Footage. The rate is calculated to four decimal places.
District Budget
The District Budget shown on the following table (Table 4), lists the estimated costs of
providing the various improvements and services within the District. The costs and the
resulting rates for Fiscal Year 2011/2012 through Fiscal Year 2015/2016 are based on the
ll"i///aar .Se rri e. 12
City of Palm Desert President's Plaza III PBID Renewal
Prelitninary Engineer's Report
FY 2011/2012
estimated costs to provide the improvements and services for each year. Direct Costs,
District and County Administration Costs, and Insurance Costs are adjusted for the three
percent (3%) inflation factor.
The owners' association, appointed by the City Council, will annually review the District
costs and make recommendations for any changes or adjustments to the budget. Changes to
the budget could result in changes to the annual assessment but, the resulting total
assessment may not exceed the maximum rates established in this Report without first
obtaining property owner approval through assessment ballots.
Table 4: Five Year Budget
Actual
Proposed Maximum Proposed Assessment for Fiscal Years
Assessment
Budget Item FY 2011-2012 11' 2011-2012 2012-2013 2013-2014 2014-2015 2015-2016
Direct Costs
Sweeping Services $ 4 637 $ 4 637 $ 4 776 $ 4 919 5 5.067 $ 5 219
Landscape Contract Maintenance 5 217 5 217 5 373 5 534 6 700 5 871
Lighting Repair&Maintenance 1.391 1.391 1 433 1 476 1 520 1 566
Landscape Repair&Maintenance 4 057 4 057 4.179 4.305 4 434 4 567
Landscape Utilities-Water 2.319 2 319 2 388 2 460 2 534 2 610
Street Lighting Utilities-Electric 5 449 5 449 5 612 5 780 5 954 6 132
Landscape Utilities-Electric 580 580 597 615 633 652
Subtotal Direct Costs $ 23 649 $ 23.649 $ 24 359 $ 25-089 5 25 842 $ 26.617
ndirect Costs
District Administration 4.057 4 057 4 179 4 305 4 434 4 567
County Administration Fee 203 203 209 215 222 228
County Per Parcel Fee 8 9 10 10 10 10
Operating Reserve Fund Collection 1 030 1.030 1 000 1 000 1 000 1 000
Parking Lot Maintenance Fund Collection 6 386 6 386 6 200 6.200 6 200 6 200
Insurance 1 739 1 739 1 791 1 845 1.900 1.957
Subtotal Indirect Costs $ 13.423 $ 13 425 $ 13 389 $ 13 574 $ 13 766 $ 13 963
Levi Breakdown
Total District Costs 37.072 37.074 37.747 38,664 39 608 40.580
Balance to Levy 5 37.072 $ 37 074 $ 37 747 $ 38 664 $ 39 608 $ 40 580
District Statistics
Total Parcels 16 16 16 16 16 16
Total Parcels To Levy 16 16 16 16 16 16
Total Parcels Square Footage 453.956 453 956 453 956 453 956 453 956 453 956
Levy Rate per Direct Costs per Sq Ft $ 0 0520 5 0 0520 $ 0 0538 $ 0 0554 5 0 0570 $ 0 0588
Levy Rate per Indirect Costs per Sq Ft $ 0 0296 $ 0.0296 S 0 0296 $ 0 0300 $ 0 0304 $ 0 0308
Total Levy Rate per Square Foot 5 0 0816 $ 0 0816 $ 0 0832 5 0 0852 $ 0 0874 $ 0 0894
Operating Reserve Fund Balance
Previous Balance - 1 030 2 030 3 030 4 030
Ending Balance 1 030 1.030 2 030 3 030 4,030 5.030
Parking Lot Maintenance Fund Balance
Previous Balance - - 6.386 12.586 18 786 24 986
Ending Balance 6.386 6.386 12.586 18 786 24 986 31,186
Maximum annual assessments for direct costs.district and county administration,and insurance are adjusted by 3%from the previous Fiscal Year for Fiscal
'''ears 2012-13 through 2C 1-201E The PBID Advisory Board will determine the amount of any actual increase for those years which may not exceed?%per
year.
F"2011-12 Actual and Maximum Proposed Assessments are the same.
Sources:City of Palm Desert:sviadan Financil Services
I i//vlira I'inancivi/.Shiite, l',N,, /3
City of Palm Desert President's Plaza 111 PBID Renewal
Preliminary Engineer'.s Report
FY 2011/2012
Appendix A Assessment Diagram
The Assessment Diagram for the District is on the following page and is inclusive of all
parcels identified on the County of Riverside Assessor's Parcel Maps as Book 627,Page 192.
The Assessment Diagram will be kept on file with the City Clerk of the City of Palm Desert.
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City of Palm Desert President's Plaza III PBID Renewal
Preliminary Engineer's Report
F1'2011/2012
Appendix B Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown
on the County Assessor's Map for the year in which this Report is prepared.
The Assessment Roll, which includes a listing of assessor parcels assessed within this
District,along with their assessment amounts,is shown in Table 5 on the following page.
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