HomeMy WebLinkAboutCitizens' Advsry Cmte PA4 - 05/17/10PALM DESERT REDEVELOPMENT AGENCY
CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
MINUTES
MAY 17, 2010
I. CALL TO ORDER
Chairman Benford convened the eetin_g at 3:00 p.m.
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II. ROLL CALLiltq , (kt ���
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Present. ON
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Fred Benford, Chairman VERIFIED BY ll) I T
Roberta Grubb, Vice Chair
Terry Archer, Member Original on file with City C le, WL' Officc-
Russell Campbell, Member
Ron Crisp, Member
Jane Daugherty, Member
Robert Duncan, Member at 3:05 p.m.
Phyllis Harkins, Member
Kelly Litecky, Member
Douglas Luhring, Member
Staff Present:
Martin Alvarez, Redevelopment Manager
Lauri Aylaian, Director of Community Development
Mark Greenwood, Director of Public Works
Justin McCarthy, ACM for Redevelopment
Hart Ponder, Code Compliance Manager
Veronica Tapia, Redevelopment Accountant
Catherine Walker, Senior Management Analyst
John Wohlmuth, City Manager
Guests:
Richard Kelly, Councilmember
Robert Spiegel, Councilmember
Mari Schmidt, Planning Commissioner
Lt. Andrew Shouse, Palm Desert Police
K. Kaufmann, The Desert Sun
CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
MINUTES
MAY 17, 2010
III. ORAL COMMUNICATIONS
Mrs. Carol Benford, 42-880 Tennessee Avenue, communicated that Palm
Desert Country Club is a private concern, and they are under no obligation
to report to the Project Area No. 4 Committee or the City. At the same time
the liability of the club is a major concern to thousands of residents. Mrs.
Benford asked if a representative of the club would attend one of the
Project Area No. 4 Committee meetings if they were assured it is only for
them to provide a status update, and that no interrogation would take
place. She asked if Mr. McCarthy or another representative from the City
could schedule a meeting at their facility for the purpose of discussion or
obtain an update.
Councilman Spiegel inquired if there is a continuing problem with Palm
Desert Country Club Golf course.
Mr. Ash, 77-130 New York, interjected that they owe a lot of money and
are not paying their bills.
Mr. McCarthy stated that the ownership of the club made it pretty explicit
that they were not going to attend anymore meetings, which they
communicated to him. He mentioned that he made an inquiry as to the
status, and that there has been no change that he could communicate to
the Committee. Staff is making an inquiry through the City's legal counsel
and their bankruptcy counsel to see if they could receive some definitive
status of what their intentions are. That is where it stands at the moment.
Chairman Benford asked Mr. Ash if he had any other facts. He responded
that what he has heard is hearsay.
IV. CONSENT CALENDAR
A. APPROVAL OF THE MINUTES OF THE CITIZENS' ADVISORY
COMMITTEE FOR PROJECT AREA NO. 4 MEETING OF APRIL
19, 2010.
Minutes of the meeting from April 19, 2010, were unanimously
approved as submitted and carried by a 9-0 vote with Member
Duncan ABSENT.
V. UNFINISHED BUSINESS
None
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
MINUTES
MAY 17, 2010
VI. NEW BUSINESS
A. PALM DESERT COUNTRY CLUB UNDERGROUNDING
(Presentation by Willdan Financial Services and Catherine Walker,
Senior Management Analyst)
Ms. Walker stated that as part of the undergrounding formation district, an
engineer's report has to be completed. An engineer's report outlines
potentially what each individual parcel assessment will be, and there is an
overall evaluation in the process. She introduced Mr. Habib Isaac and Mr.
Ken Taylor with Willdan Financial Services.
Mr. Isaac informed that Committee that his background is in applied
mathematics and has been working with public finance for the past seven
and a half years. He introduced Mr. Taylor. He is one of their civil
engineers with Willdan. He explained that they are going to present a very
preliminary assessment of the utility undergrounding for Palm Desert
Country Club. Also give some insight on the provisions that must be
abided by and be in compliance with, as well as some of the estimates of
the cost for the undergrounding and how it is going to be calculated.
He continued with the presentation. Mr. Isaac stated that assessment
districts were formed through the 1913 Act Streets and Highways Code.
Proposition 218 was adopted in 1996 to the state constitution, which
required additional provisions for approving and forming an assessment
district. With Proposition 218, every single property owner would receive a
notice and a ballot whether they support or oppose the assessment.
Willdan, the assessment engineer was hired to determine the method of
assessment based on Proposition 218, in particular, the special benefits to
the properties within the proposed boundaries of improvements received.
Mr. Isaac went through the following special benefits: Improved Safety,
improved reliability, and improved neighborhood aesthetics. He explained
Equivalent Benefit Units (EBU). A single-family residence is considered
one benefit unit. He also provided EBU information for other types of
properties such as multi -family (R20, commercial apartments,
condominiums, non-residential, and vacant property). In regards to costs,
the public improvement budget is the following:
Hard Costs (constructions costs along public right-of-ways) $15,391,752
-Cost of Issuance (bond expenses) $ 208,200
-Financing Costs (underwriters, reserve funds, interest) $ 672,988
City Contribution-$12.000.000
Total (cost for public improvement) $ 4,272,940
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
MINUTES
MAY 17, 2010
Mr. McCarthy requested that Mr. Habib elaborate on the disposition of
reserve funds at the end of the project.
Mr. Habib explained that once you are at the end of the bond term, the
reserve fund goes back to the property owners as a credit. The most
streamlined way to do that is using the reserve fund to pay the last year or
the last two years of the assessment payments.
Mr. Habib stated that the City contribution could only be made for public
improvement costs. He communicated the public improvement
assessment, which is the following:
-Public Improvement Budget $4,272,940.00
-Budget/Total EBUs = Assessment Rate per EBU
$4,272,940 / 1,393.78 = $ 3,065.72
Single -Family Residence = $ 3,065.72
Chairman Benford inquired if an area is undergrounded, would they be
assessed the same amount. Mr. Habib responded yes, but they would
have a different on -site cost since the improvements are already
undergrounded. The savings would be in the on -site costs, which would
be zero.
Mr. Habib summarized the private on -site assessments. The on -site
improvement cost is the following:
-Category 1 ($2,500): Not undergrounded or only partially undergrounded.
-Category 2 ($0.00): Already undergrounded to the right-of-way.
-Meter Upgrade ($1,500): Not included within categories above.
Member Crisp asked if it is a meter or panel upgrade. Mr. Habib replied
that it is a panel upgrade.
Mr. Ash inquired who determines if you need a panel upgrade. Mr. Habib
answered that field work would be needed to find out which panels need
to be upgraded.
Mr. Ash clarified that most people would need an upgrade. Mr. Habib said
that was correct.
It was noted that a panel upgrade is required by Southern California
Edison not the City.
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
MINUTES
MAY 17, 2010
Mr. Habib explained that the engineer's report will have the assessment
broken down for each property owner so they know each component of
their assessment.
Chairman Benford inquired if someone were to ask him what the cost is
going to be, what should he tell them. Mr. McCarthy suggested not saying
anything until they come out with the actual assessment.
Member Archer asked if it would be possible for property owners to do
their own on -site work or have a license contractor do the work. Mr. Habib
replied yes.
Mr. Habib provided the following information on the on -site improvement
budget:
-Private On -site Cost
-Financing Cost (8.5%)
Total Budget
$4,910,100
$ 917,911
$5,828,011
The on -site improvement with financing. is the following:
-Category 1 (no meter/panel) $ 3,671
-Category 1 (w/meter/panel upgrade) $ 5,874
-Category 2 (meter only) $ 2,203
Mr. Ash suggested specifying the cost without the financing in case they
want to pay cash. Mr. Habib responded that a notice will be sent to the
property owners with the pre -payment amount that does not include
financing. It is part of the proceedings.
It was asked for how many years. Mr. Habib responded that it is currently
proposed for a 30-year bond term.
Following was the total budget:
Public Improvements
Private Improvements
Cost of Issuance
Financing Costs (8.5%)
Subtotal
-City Contribution
Total
$15,391, 752
$ 4,910,100
$ 208,200
$ 1,590,899
$22,100,951
$12,000,000
$10,100,951
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
MINUTES
MAY 17, 2010
Following is an example of the public assessment and private assessment
for a single-family residence:
Category 1 (if panel is needed) $8,939
-Category 1 (do not need panel upgrade) $6,737
-Category 2 (meter/panel only) $5,268
Mr. Ash asked how many units. Mr. Habib responded roughly 1,200
parcels in the undergrounding district. He noted that apartments are
considered one parcel, and condominiums have individual parcel
numbers.
Members Archer and Crisp inquired what Category 2 (meter/panel only)
for $5,268 means. Mr. Habib responded that it is for the $1,500 panel, plus
the public improvements.
Member Crisp commented that people are not going to know the
breakdown.
Mr. Habib indicated that the information could be provided in a notice.
Member Harkins inquired if it is only going to be 1,200 homes in the
assessment district. Mr. Habib replied yes.
Vice Chair Grubb asked how the assessment would appear on the tax bill.
Mr. Habib responded it would be identified as Palm Desert Country Club
Assessment District.
Vice Chair Grubb inquired if you can pay it off in two or three years. Mr.
Habib answered that you would always have the option to pre -pay, but
there is typically a penalty after bonds have been issued. He noted that
you would still receive credit from the reserve fund.
Member Archer stated that the poles and power lines are owned by the
utilities. He asked if the utilities are sharing in any of the costs to
underground. Mr. Habib replied no.
It was mentioned that the utility company does not care if you
underground or not.
Following is the Annual Assessment (30 yrs @ 8.5%) Single -Family
Residence:
-Category 1 (no meter/panel)
-Category 1 (w/meter/panel)
$882
$677
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
MINUTES
MAY 17, 2010
-Category 2 (w/meter/panel) $540
Member Harkins inquired if the $882 reflects the 20 percent contingency.
Mr. Habib answered yes.
Member Harkins asked if it could potentially be lower. Mr. Habib answered
yes. He noted that when they do estimates, they lean on the high end. If
you come up short, you would have to go back to the property owners.
Chairman Benford inquired about the date for the assessment district. Mr.
McCarthy explained that after reviewing the agenda, staff realized that the
motion or action that was taken was not actionable at that time. Therefore,
it was added as a recommended motion at this meeting to refer it to the
City Council, if recommended by the Committee. The recommendation
would be to direct staff submit the information to the community and solicit
a petition whereby if they got to the 70 percent that they would then
proceed to balloting. He noted that balloting would most likely occur in
January.
Mr. Habib briefly explained the balloting process.
Mr. Ash voiced people need to know more information to sell the idea.
Councilmember Kelly interjected that the City cannot do that. Mr. Ash
responded that the City can't, but that the homeowners can.
Mr. Habib stated that as the assessment engineer and based on
provisions of Proposition 318, it is illegal to do an analysis of how your
property value increases to show the benefit or why the assessment is
what it is.
Ms. Schmidt inquired about the percentage of disapproval. Mr. Habib
responded that it is 50 percent of when you tabulate the ballots based on
the assessment amount. If 50 percent of ballots returned vote no, then
there is a majority protest.
Member Archer asked about the petition to create the assessment district,
does it have to be signed by the residents, and is it limited to the 1,200
residents. Mr. McCarthy replied that it only could be the potential
assessees.
Member Grubb asked if Palm Desert Country Club is in favor of the
undergrounding. Ms. Walker responded that as they mentioned before
they would need to do some outreach, but the City is limited to what they
can and cannot do. It would have to come from the residents in the
assessment district.
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO. 4
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MAY 17, 2010
Mr. McCarthy interjected that after having a town meeting and knowing
that they would not be able to get everyone to the meeting, they could get
a sense of what the receptivity is from the participants who are there.
The timing of balloting was briefly discussed.
Chairman Benford asked how the City would get word out to 1,200 people.
Mr. McCarthy answered that they would either do a mailing or ask the
association to assist.
Member Harkins commented that the association Board would have to
direct her to seek legal counsel to find out what legal position the
association can take in this. According to Mr. Habib, there are 1,200
homes, and there are only 1,051 homes in the association. She noted that
the HOA would have to be careful on how it spends money on non -
homeowner issues.
Mr. McCarthy stated that if the Committee would like staff to proceed, the
Committee would then have a motion that covers it. Staff would then take
that recommendation to the City Council and see if the Council concurs.
Member Crisp motioned to recommend to the City Council for the
balloting to be differed until a petition representing 70 percent in
favor is tender to the City by properties in the undergrounding
district. Member Duncan seconded the motion and carried by a 9-1
vote with Member Archer voting NO.
VII.
CONTINUED BUSINESS
None
Vlll.
OLD BUSINESS
None
IX.
INFORMATIONAL ITEMS
None
X.
REPORTS AND REMARKS
A. COMMITTEE CHAIRPERSON/MEMBERS
Member Duncan communicated that he has been ill for some time, and it
is not getting better very rapidly. As a result, he feels he not making a
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CITIZENS' ADVISORY COMMITTEE FOR PROJECT AREA NO.4
MINUTES
MAY 17, 2010
commitment and contribution to the Committee that he promised to do
when he first came on. Consequently, he is delivering a letter of
resignation. He has appreciated being part of the Committee and knowing
all of the members, and thanked the group for the opportunity.
The Committee thanked Member Duncan.
Member Crisp mentioned that he was walking on the sidewalk, and
noticed that there was no sidewalk by California Villas. He inquired why
there was no sidewalk. Mr. McCarthy responded that he would check on it.
Member Crisp also noted that it seems that the Palm Desert Golf Course
is going to close again. He hopes that staff would have some idea on how
to deal with it.
B. AGENCY BOARD LIAISONS
C. PLANNING COMMISSION LIAISON
D. STAFF
XI. ADJOURNMENT
Upon a unanimous motion by the Project Area No. 4 Committee, the
meeting was adjourned at 4:04 p.m.
Monica Loredo, Recording Secretary
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