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HomeMy WebLinkAbout01 - FINAL BUDGET BOOKF I N A N C I A LPLAN City of Palm Desert F I S C A L Y E A R2025 - 2 0 2 6 CITY OF PALM DESERT, CALIFORNIA OPERATING BUDGET Fiscal Year 2025-26 City Council Jan Harnik, Mayor Evan Trubee, Mayor ProTem Gina Nestande, Councilmember Karina Quintanilla, Councilmember Joe Pradetto, Councilmember City Manager Chris Escobedo This Financial Plan includes the Palm Desert Housing Authority’s Operational Budget PALM DESERT CITY COUNCIL DISTRICTS District 1 C ouncil M em ber Karina Quintanilla C urrent Ter m: Dece m ber 202 8 District 2* Mayor Pro Tem Evan Trubee C urrent Ter m: Decem ber 2026 District 2* Mayor Jan Harnik C urrent Ter m: Decem ber 2026 District 2 C ouncil Mem ber Joe Pradetto C urrent Ter m: Decem ber 2028 *In early 2024, the City Council adopted a new map to transition from two districts to five single- member districts. This transition will occur over the next two election cycles. In the November 2024 election, representatives were elected to serve Districts 1, 2, and 3. The transition will be completed with November 2026 election, when representatives will be elected to serve Districts 4 and 5. Until the transition is complete, Mayor Jan Harnik and Mayor Pro Tem Evan Trubee, elected under the prior two-district system, continue to serve the rema inder of their terms. District 3 C ouncil M em ber Gina Nestande Current Term: December 2028 i ii City Council Residents City Manager Executive Assistant Records Coordinator Senior Admin Assistant Assistant City Clerk City Clerk Senior Deputy Clerk (3) Receptionist Director of Human Resources Human Resources Analyst I/II (2) HR Specialist Director of Economic Development Visitor Services Specialist Community Relations Supervisor Management Aide I/II Admin Assistant I/II Deputy Director of Economic Development Communications and Marketing Coordinator Visitor Services Assistant (2) Assistant City Manager Management Analyst I/II Mangement Aide I/II Accounting Supervisor Director of Finance Deputy Director of Finance Deputy Director of Finance Finance Supervisor Senior Management Analyst (2) Senior Biz Systems Enterprise Information Systems Manager Senior GIS Admin Senior Information Systems Admin Management Analyst I/II (2) Accountant (3) Senior Management Analyst Housing Manager Public Affairs Manager Senior Admin Assistant (2) Admin Assistant I/II Special Programs Management Analyst I/II (2) Management Analyst I/II (Art) Management Analyst I/II (Environmental) Special Events Coordinator City Attorney Cyber Security Officer Biz Systems Enterprise Payroll Coordinator Accounting Technician I/II (2) Management Aide I/II CITY OF PALM DESERT ORGANIZATION CHART iii City Council Residents Director of Public Works Deputy Director of Public Works Director of Development Services Deputy Director of Development Services Office Assistant II Management Aide I/II Executive Assistant Code Compliance Officer I/II (6) Senior Permit Tech Principal Planner Chief Building Official Code Compliance & Support Services Supervisor Senior Building Inspector Administrative Assistant I/IIBuilding Inspector II (3) Administrative Assistant I/II Senior Planner Associate Planner I/II (2) Assistant Planner Planning Tech Project Manager Business Operations Manager Senior Project Manager Senior Managment Analyst Senior Admin Assistant (2) Senior Traffic Signal Specialist Traffic Signal Tech I/II (3) Public Works Superintendent Community Services Manager Maintenance Worker I/II/III (12) Admin Assistant I/II Streets Maintenance Supervisor Senior Maintenance Worker Management Analyst I/II Landscape Inspector I/II (3) Public Works Superintendent Facilities Specialist Managment Analyst I/II (2) Project Manager Senior Facilities Specialist Management Analyst I/II Permit Tech I/II (3) Assistant City Manager Director of Library Services Assistant Director of Library Services Library Manager (2) Library Assistant (11) Librarian I/II (4) *Fire*Police Director of Capital Projects PW Inspector I/ II (2) Capital Projects Manager Senior PW Inspector Senior Project Manager (2) Project Manager (2) Assistant Building Official City Manager * Contracted with the County of Riverside Homeless and Support Services Manager Office Assistant I/II GIS Analyst Dev. Services Coordinator Managment Analyst I/II Associate Engineer CITY OF PALM DESERT ORGANIZATION CHART iv PRESENTED TO City of Palm Desert California For the Fiscal Year Beginning July 01, 2024 Executive Director GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award v California Society of Municipal  Finance Officers  Certificate of Award Operating Budget Excellence Award Fiscal Year 2024-2025 Presented to the City of Palm Desert For meeting the criteria established to achieve a CSMFO Award in Budgeting. February 7, 2025 Ernie Reyna James Russell-Field, Chair 2024 CSMFO President Recognition Committee Dedicated to Excellence in Municipal Financial Reporting vi THIS PAGE INTENTIONALLY LEFT BLANK vii TABLE OF CONTENTS READER’S GUIDE TO BUDGET This document is organized by sections in a manner that is consistent with the information readers may seek. The information includes a message from the City Manager with a summary of the overall budget and more specifically a summary of general fund, information about Palm Desert, detailed departmental budgets, special revenue funds, special assessment funds, debt service funds, the City’s five-year Capital Improvement Program (CIP), operational budgets for the Palm Desert Housing Authority, staff allocations/salaries, and finally an informational section that includes historical information about revenues and expenditures. This information is organized into the following sections: SECTION 1: CITY OVERVIEW 1 City Manager’s Transmittal Letter ............................................................................................... 2 About Palm Desert ................................................................................................................... 15 Palm Desert Demographics ...................................................................................................... 16 Nearby City Comparisons ........................................................................................................ 17 SECTION 2: BUDGET SUMMARIES 19 (Provides an overview of the City’s revenues and expenses) The Budget Process and Preparation Calendar ...................................................................... 20 Accounting System and Budgetary Control .............................................................................. 21 Citywide Fund Balances ........................................................................................................... 23 Citywide Budgeted Revenues and Expenditures by Category .................................................. 25 Fund Department Matrix ........................................................................................................... 34 GANN Appropriations Limit Calculation .................................................................................... 35 SECTION 3: GENERAL FUND OPERATING BUDGET 37 (Detailed information on budgets by fund and category) General Fund Revenue Summary ............................................................................................ 38 Estimated Revenues ................................................................................................................ 41 General Fund Expenditure Summary by Department ............................................................... 42 General Fund Financial Forecast ............................................................................................. 43 City Manager’s Office ............................................................................................................... 46 City Council (1104110) ............................................................................................................. 49 City Clerk (1104111) ................................................................................................................ 53 City Manager (1104130) ........................................................................................................... 57 Human Resources (1104154) ................................................................................................. 61 Legislative Advocacy (1104112) ............................................................................................... 65 Elections (1104114) ................................................................................................................. 67 Legal (1104120-4121) .............................................................................................................. 69 Police Services (1104210) ....................................................................................................... 71 Community Safety (1104211) ................................................................................................... 74 Animal Regulation (1104230) ................................................................................................... 77 Finance ................................................................................................................................... 79 Finance (1104150) .................................................................................................................. 82 Information Technology (1104190) .......................................................................................... 86 Audit (1104151) ...................................................................................................................... 90 General Services (1104159) .................................................................................................... 92 viii TABLE OF CONTENTS Insurance (1104191-4192) ...................................................................................................... 95 Interfund Transfers (1104199) ................................................................................................ 97 Contributions (1104800) ......................................................................................................... 99 Public Works ........................................................................................................................ 102 Public Works Admin (1104300) ............................................................................................. 105 Traffic (1104310) .................................................................................................................. 109 Streets (1104250) ................................................................................................................. 113 Building Maint. (1104340) ..................................................................................................... 117 Landscape Services (1104614) ............................................................................................ 121 Street Repair & Maint. (1104311-4315) ................................................................................ 125 Corp Yard (1104330) ............................................................................................................ 127 Fleet (1104331) .................................................................................................................... 129 Portola Community Ctr (1104344)......................................................................................... 131 NPDES (1104396) ................................................................................................................ 133 Parks and Recreation (1104610) .......................................................................................... 135 Park Maintenance (1104611) ................................................................................................ 138 Development Services .......................................................................................................... 140 Community Development (1104470) ..................................................................................... 143 Building and Safety (1104420) .............................................................................................. 147 Permit Center (1104421) ...................................................................................................... 151 Code Enforcement (1104422) ............................................................................................... 155 Engineering & Land Develop. (1104423) .............................................................................. 159 Homelessness Service (1104212) ........................................................................................ 163 Economic Development ........................................................................................................ 165 Economic Development (1104430) ....................................................................................... 168 Marketing (1104417) ............................................................................................................. 172 Community Promotions (1104416)........................................................................................ 176 Visitor Services (1104419) .................................................................................................... 178 Capital Projects..................................................................................................................... 180 Capital Projects (1104134) ................................................................................................... 183 SECTION 4: SPECIAL REVENUE, CAPITAL, ENTERPRISE, AND INTERNAL FUNDS 187 (Includes transportation funds, development impact fee funds, infrastructure funds, internal service funds and capital improvement funds) Special Revenue, Capital, Enterprise, and Internal Service Funds Overview ........................ 188 Special Revenue, Capital, Enterprise, and Internal Service Funds Budgets .......................... 196 SECTION 5: SPECIAL ASSESSMENT FUNDS 223 (Assessment districts including landscape & lighting districts) Special Assessment Fund Overview ..................................................................................... 224 Special Assessment Fund Budgets ...................................................................................... 226 SECTION 6: DEBT SERVICE ASSESSMENT DISTRICT FUNDS 245 (Assessment district debt funds) Debt Service Assessment District Fund Overview ................................................................. 246 Debt Service Assessment Districts Fund Budgets ................................................................. 248 Debt Services Schedules ...................................................................................................... 257 ix TABLE OF CONTENTS SECTION 7: CAPITAL IMPROVEMENT PROGRAM 265 (Includes proposed and current projects on five-year plan) Proposed Capital Improvement Programs and Existing Programs Overview ......................... 266 Five-Year Schedule ............................................................................................................... 267 SECTION 8: PALM DESERT HOUSING AUTHORITY 271 (Includes administration and operating budgets for Housing Authority-owned affordable rental units) Housing Authority ................................................................................................................... 272 Housing Authority Overview ................................................................................................... 274 Housing Authority Administration (Fund 870) ......................................................................... 275 Housing Authority Administration (Fund 871) ......................................................................... 276 Housing Authority – Laguna Palms (8718610) ....................................................................... 277 Housing Authority – Catalina Gardens (8718620) .................................................................. 278 Housing Authority – Desert Pointe (8718630) ........................................................................ 279 Housing Authority – Las Serenas (8718640) .......................................................................... 280 Housing Authority – Neighbors Garden (8718650) ................................................................. 281 Housing Authority – One Quail Place (8718660) .................................................................... 282 Housing Authority – Pueblos (8718670) ................................................................................. 283 Housing Authority – California Villas (8718680) ...................................................................... 284 Housing Authority – Taos Palms (8718690) ........................................................................... 285 Housing Authority – Carlos Ortega Villas (8718691) .............................................................. 286 Housing Authority – Palm Village (8718692) .......................................................................... 287 Housing Authority – Candlewood (8718693) .......................................................................... 288 Housing Authority – La Rocca Villas (8718694) ...................................................................... 289 Housing Authority – Sagecrest (8718695) .............................................................................. 290 Housing Authority – Santa Rosa (8718696) ........................................................................... 291 Housing Authority Housing Asset Fund Administration (Fund 873) ......................................... 292 SECTION 9: CLASSIFICATIONS AND SALARY SCHEDULE 293 (Resolution authorizing staff positions and salaries) Resolution 2024-047 Authorized Classifications, Allocated Positions, and Salary Schedule ........ 294 Personnel Summary..................................................................................................................... 306 SECTION 10: STATISTICS 311 (Various statistics and demographics relative to Palm Desert) Fund Balances of Governmental Funds ................................................................................. 312 Historical General Fund Revenues ......................................................................................... 315 Historical General Fund Expenditures .................................................................................... 317 Historical General Fund Revenue and Expenditures Per Capita............................................. 319 Assessed Value and Estimated Actual Value of Taxable Property ......................................... 320 Historical Net Assessed Taxable Values Citywide – Graph .................................................... 321 Principal Property Taxpayers ................................................................................................. 324 Top 25 Sales Tax Generators ................................................................................................ 326 x TABLE OF CONTENTS SECTION 11: ADOPTED FINANCIAL PLAN 330 (Includes actions by the City Council and its related entities for adoption of the Financial Plan) Financial Plan as Adopted on June 26, 2025 ......................................................................... 331 SECTION 12: APPENDIX 376 Glossary ................................................................................................................................ 377 Acronyms .............................................................................................................................. 384 Financial Polices ................................................................................................................... 386 xi SECTION 1: CITY OVERVIEW 1 CITY MANAGER’S TRANSMITTAL LETTER Chris Escobedo City Manager Honorable Mayor, City Council members, and residents of Palm Desert, In accordance with the City’s ordinance, it is my pleasure to present the Fiscal Year 2025-26 Operating Budget for the City of Palm Desert. This balanced budget represents the City’s annual Financial Plan and five-year Capital Improvement Program (CIP) for delivering programs, projects, and services in a fiscally responsible manner, consistent with the priorities, goals, and objectives adopted by the City Council. This budget has been prepared following the community’s approval of the much needed one- cent sales tax, Measure G, to augment operational needs that had recently relied on reserves due to increased public safety costs and deferred maintenance on City-owned facilities during lean years. The approval of Measure G provides a resource that ensures the well- being and safety of residents, visitors, and businesses will remain the highest priority. On November 5, 2024, Palm Desert residents approved Measure G with 65% voter support. The City Council approved a five-year spending plan for Measure G funds, prioritizing public safety, storm-related infrastructure, park and library development, and staffing to support the growth in North Palm Desert. All Measure G revenues anticipated in FY 2025-26 have been allocated pursuant to the five-year spending plan. The costs associated with the new library have been accelerated into FY 2025-26 to meet the City Council’s request to expedite the move to the Civic Center Campus. 24,000,000 FY 2025-26 Measure G Allocation 7,750,000 2,400,000 2,732,200 270,318 1,000,000 3,847,482 6,000,000 - Balance Available 2 CITY MANAGER’S TRANSMITTAL LETTER The City has established strong reserves over many years to ensure the delivery of services during emergencies. If reserves are used, they are to be replenished pursuant to the reserve policy. As of the close of FY 2023-24, the City had a little over $120 million in the General Fund balance, $80 million of which has been assigned or committed to the City’s identified needs, such as emergencies, operating cash, fund stability, capital improvements, facility maintenance, and other prioritized reserves pursuant to the established policy. Much of the balance of the unassigned reserve (approximately $40 million) may be used to sustain General Fund operations and service delivery throughout the budget year during seasonal peaks and valleys. Overall City Budget Summary (Budget-in-Brief) The General Fund is the City’s primary fund for operations. Staff projects total revenues of $109,743,818 and estimated expenditures of $109,424,003, resulting in an estimated surplus of $319,813 in FY 2025-26. 3 CITY MANAGER’S TRANSMITTAL LETTER In terms of General Fund revenues, the growth experienced in recent years has normalized compared to the increases seen immediately following the pandemic. FY 2024-25 revenue will more than likely match the prior year. Increased interest earnings provided a buffer to offset some areas of declining growth. The City’s expenditures are projected to continue increasing at a slightly faster rate than revenue growth in the coming years. The rising cost of services related to minimum wage increases, inflation, and, most recently, tariffs continue to impact general buying power. Projections show the separation between revenue and expenditure growth continuing to increase as new projects come online adding new operational costs, need for additional facility reserves, and long-term capital improvement costs. Staff continues to find ways to save, identify new revenue sources, and create economies of scale by bundling wherever possible. The City’s overall budget includes the General Fund as well as many other funds. Most of these funds are restricted for specific purposes. For example, monies collected and placed in the Fire Fund must be used for fire protection services, facilities, or equipment. Special Assessment Funds depend on monies collected from property owners within a specified area to maintain that area and must be used for that purpose. Detailed budgets for these funds are included in the corresponding sections of this budget. The expenditure budget for all funds for FY 2025-26 is $225,988,793 not including transfers between funds. This amount represents an increase of 6% from the FY 2024-25 all-funds budget. The increase is due primarily to the construction of the new North Palm Desert Fire Station and other planned capital projects. General Fund – Revenues The General Fund’s estimated revenues of $109,743,818 represent an increase of approximately $26.5 million (31.9%) over the current fiscal year’s original revenue estimate of $83,222,877. The increase is based on current-year projections reflecting higher sales tax revenue related to the Measure G one-cent tax, a slight increase in property tax, and anticipated permits and fees. Elevated interest earnings continue to offset modest declines in tax revenues. FY 2025-26 is expected to remain the same, but staff will be monitoring economic changes and return to the City Council if rate adjustments have a major impact on anticipated earnings. 4 CITY MANAGER’S TRANSMITTAL LETTER Revenue Type FY 2024-25 FY 2024-25 FY 2024-25 FY 2025-26 Original Budget Adj Budget Projected Proposed Sales Tax 25,000,000 23,000,000 24,916,701 24,916,701 Measure G 1% Sales Tax - 4,000,000 4,000,000 24,300,000 Transient Occupancy Tax & Short-Term Rentals 22,905,000 22,798,500 22,774,332 22,755,000 Property Tax Secured and Unsecured** 12,624,088 12,623,089 12,558,552 12,809,723 Franchises (Cable/Gas/Electric/Waste) 3,400,000 3,400,000 3,400,000 3,731,710 Timeshare Mitigation Fee* 1,754,107 3,465,702 3,465,702 1,903,014 Business License Tax 1,100,000 1,163,000 1,122,955 1,160,000 Transfers-In (Traffic Safety, Parkview, Housing, Cannabis, 1,167,700 2,680,140 2,680,140 1,902,700 Permits/Fees State Payments (VLF, Parking Bail, MV lieu) 5,593,780 5,739,780 6,091,261 5,891,000 Interest and Rents 4,862,329 5,362,329 5,149,193 5,256,000 Reimbursements and Other Revenue 1,592,275 1,968,682 1,318,655 1,421,531 TOTAL GENERAL FUND $ 83,222,879 $ 89,194,220 $ 90,610,504 $ 109,743,818 5 CITY MANAGER’S TRANSMITTAL LETTER The revenue stabilization is strongly tied to recovery indices and year-over-year comparisons to pre-pandemic sales. Sales tax recovery has slowed following a rapid increase post- pandemic, and forecasts remain rather conservative, taking inflation, recession risks, and historical trends into consideration. 6 CITY MANAGER’S TRANSMITTAL LETTER General Fund - Expenditures As shown in the next graph, the proposed General Fund operating expenditure budget of $109,424,005 represents an approximate increase of $26.3 million (31.8%) compared to the current fiscal year’s approved Original Budget of $83,063,012. The projected expenditures include increases in the cost of operations related to public safety, including higher police service contract costs, the addition of six new police officers, and three new Public Works staff members. They also include transfers out for Fire Services and improvements, new library construction, infrastructure costs, facility maintenance, and the renovation or reconstruction of Fire Stations 33 and 71. 7 CITY MANAGER’S TRANSMITTAL LETTER FY 2025-26 estimated expenditures related to salaries increased by 7%, and benefits increased by 8% compared to FY 2024-25. These changes reflect our ongoing commitment to meeting community needs and ensuring efficient service delivery. Departmental and division staffing may be adjusted annually to meet those needs. Growth in salary costs this year includes the addition of five total Full-Time Equivalent employees (FTE’s), three of which are related to the five-year spending plan for Measure G to support growth in North Palm Desert, and an increase of $0.5 million in the annual payment due to CalPERS for FY 2025-26. Additionally, Palm Desert employees are eligible for a 3% cost-of-living adjustment (COLA) as we enter Year 3 of a three-year MOU with the employees’ organization. That COLA impacts the other benefits tied to salary costs, such as retirement payments to PERS. Finally, healthcare costs increased by 13% over FY 2024-25. 8 CITY MANAGER’S TRANSMITTAL LETTER Strategic City Goals The City’s inaugural Annual Report was published in January 2022, documenting each department’s top accomplishments and improvements made to serve the community better in the 2021 calendar year. The report also included department initiatives that they would be working on in the upcoming year. A copy of the report can be found at the City’s website: https://www.palmdesert.gov/our- city/departments/city-goals. On Thursday, February 13, 2025, the Palm Desert City Council approved the City's goals for the 2025 calendar year. The adoption of these goals followed months of discussions among City staff and Council members about ways to enhance the services provided to Palm Desert residents, businesses, and visitors, as well as steps to advance the 20-year vision for the City outlined in the Envision Palm Desert Strategic Plan. Below are the adopted City Council Priorities and Goals for 2025: Cal State University Palm Desert Campus •Description: Continue advocacy and strategic planning for a Cal State University Palm Desert Campus, fostering opportunities in AI, business innovation, and entrepreneurship to drive workforce development and regional growth. •Lead Teams: Economic Development •Subcommittee Involved: Economic Development Subcommittee •Action Plan/Next Steps: Continue partnerships with CSUSB-PDC and the Entrepreneur Resource Center to develop educational programs, training, and investment opportunities to grow new AI-based businesses. North Sphere Development, Infrastructure Planning, and Electrification •Description: Ensure the North Sphere has the infrastructure needed to support its growth, including essential services, public amenities, and enhanced public spaces. Address energy transmission challenges to remove barriers to development and support long-term housing and economic expansion. •Lead Teams: Economic Development and City Manager’s Office •Subcommittee Involved: Economic Development Subcommittee 9 CITY MANAGER’S TRANSMITTAL LETTER •Action Plan/Next Steps: Continue to work with existing utility agencies serving North Palm Desert to secure updates on available infrastructure to support future commercial and residential developments. Investigate opportunities to form Community Facilities Districts to advance utility infrastructure required for future growth. Westfield Mall Redevelopment (Experience-Based and Family-Focused Activities) •Description: Support the redevelopment of the mall properties into a vibrant destination that enhances economic vitality and community engagement. Encourage a mix of experience-driven and family-friendly uses. •Lead Teams: Economic Development and City Manager’s Office •Action Plan/Next Steps: Continue to work with mall ownership to develop a comprehensive specific plan for the mall site. Partner with the mall owners to entitle and design a new specific plan, including the former Sears site owned by the City. Update to the Development Code/Fire Prevention by Design •Description: Ensure a comprehensive update of the Development Code that enhances clarity, efficiency, and flexibility for residents and businesses. Modernize regulations to support economic growth, streamline permitting, and improve public safety, while integrating best practices in fire prevention by design. •Lead Team: Development Services •Subcommittee Involved: Unified Development Code Subcommittee •Action Plan/Next Steps: Continue to work with consultant and stakeholders on development of Unified Development Code (UDC) beginning with an analysis of procedures and drafts of updated code. For fire prevention, City will adopt updated California Building Code to include best practices in fire prevention and integrate the Riverside County Fire Department into the City's Development Services Department for in-house Fire Marshal services. Crime Prevention Technology •Description: Expand the use of technology-driven public safety solutions to enhance crime prevention and law enforcement effectiveness. Implement tools such as real- time data analysis, automated license plate recognition, and security cameras. •Lead Team: City Manager’s Office •Subcommittee Involved: Public Safety Committee •Action Plan/Next Steps: The City is enhancing its current Automated License Plate Recognition (ALPR) system by upgrading to advanced cameras, adding additional units, and optimizing placement. In addition, staff is exploring the use of Safety Stick technology as part of the City’s Very Important Pedestrian (VIP) safety campaign to improve visibility and safety at key crosswalks. 10 CITY MANAGER’S TRANSMITTAL LETTER Assessment of City Medians and Rights-of-Way •Description: Conduct a comprehensive review of City medians and rights-of-way to improve maintenance efficiency, aesthetics, and functionality. Focus on enhancing landscaping, addressing aging infrastructure, and ensuring cost-effective, long-term upkeep. •Lead Team: Public Works •Subcommittee Involved: N/A •Action Plan/Next Steps: A Median Master Plan will be presented at a City Council meeting for review and input during a study session, followed by a formal plan for adoption at a City Council meeting in Q2 of the FY2025-26fiscal year. Economic Development This year, the Invest Palm Desert campaign will continue to offer a variety of programs designed to attract new high-wage businesses and retain existing Palm Desert businesses. The Invest Palm Desert program is intended to assist local businesses with capital expansion needs, as well as provide a competitive edge for Palm Desert by offering incentives to businesses considering relocation in the Coachella Valley. Special focus of the funding will be on key geographic regions, including El Paseo, San Pablo, and the University District. Public Safety and Emergency Services As depicted in the next table, the City’s public safety budget is approximately $64.16 million. The portion charged to the General Fund represents about 36% of overall General Fund expenditures. This reflects an increase of 30% over the FY 2024-25 public safety budget of $46.91 million. Public Safety Total Request General Fund Special Funds Police Service 28,713,628 28,373,878 339,750 Community Safety and County EMS 220,084 220,084 - Homelessness Services* 445,000 445,000 Fire Services** 34,783,794 10,425,000 24,358,794 $64,162,506 $39,018,962 $25,143,544 * Paid by PLHA grant and opioid settlement funds **Paid by Fire and General Fund (includes Capital Costs) Police Services – The City contracts for police services with Riverside County and operates with a total of 95 sworn law enforcement staff and non-sworn Community Service Officers. The proposed budget for Police Services is approximately $28.7 million, which includes a $6 million increase over the FY 2024-25 budget of $22.3 million. The increase is due to changes to rates negotiated between the Riverside County Sheriff’s office and its various represented bargaining units. Additionally, the budget incorporates six new dedicated police officers. 11 CITY MANAGER’S TRANSMITTAL LETTER Fire Services – The City’s contract for fire protection and emergency medical services (EMS) includes the operation of three fire stations with 74 paid professional firefighters upon completion of Fire Station 102. The FY 2025-26 budget for fire protection services and EMS is approximately $34.7 million, a 42% increase over the FY 2024-25 budget of $24 million, with the General Fund covering just under one-third of the total costs. The increase is attributable to capital improvement costs at three stations and to changes in rates and benefits agreed to by Cal Fire and its bargaining units. Additionally, the budget anticipates operations for Station 102 to begin in May 2026. Annual operational costs for Station 102 are projected to start at about $6.5 million, including operating costs for Truck 102. The increased costs are expected to continue to require support from the General Fund to offset any shortfall from the Fire Fund revenues. The portion of fire services paid from the Fire Fund is derived from structural fire tax credits from the County, fire taxes assessed by the City, reimbursements from other Cove Community cities for the City’s ladder truck, and emergency medical services cost recovery fees. The General Fund is expected to cover $10.4 million for fire services in FY 2025-26. Transfers from the General Fund to support public safety are projected to grow significantly and are estimated as follows: Est. Fire Ops Budget 2025-26* 2026-27 2027-28 2028-29 2029-30 Fire Fund Revenues Fire Fund Expenditures Necessary transfer from GF (13,864,866) (12,329,505) (13,595,380) (15,169,850) (16,367,529) *2025-26 anticipates a balance carryover from 2024-25 – only $10.4M will be needed from GF Current Economic Climate Palm Desert, like any other local government, must consider a variety of factors related to the local, state, and national economy when budgeting. These considerations are essential for making informed decisions that promote economic growth, fiscal stability, and the overall well-being of the community. National Economy: National monetary policy continues to play a significant role in shaping local government finances. Changes in interest rates directly impact borrowing costs, affecting the ability of many cities to fund capital projects and manage debt service. Likewise, the overall health of the national economy influences consumer behavior, business activity, and, ultimately, local sales tax and other revenue streams. 12 CITY MANAGER’S TRANSMITTAL LETTER The U.S. economy experienced a slowdown in 2024, with real GDP growth decelerating to 1.4 percent (annualized) in Q1 2024, down from 3.4 percent in Q4 2023. Modest growth continued through the remainder of 2024, as high prices and elevated interest rates dampened domestic demand. While the economy avoided a formal recession, consumer spending cooled, and economic growth remained sluggish through the end of the year. Looking ahead, the economic outlook for 2025 includes cautious optimism. Inflation has gradually subsided toward the Federal Reserve’s 2 percent target, creating conditions for potential interest rate cuts. These anticipated adjustments in monetary policy are expected to support a modest rebound in economic activity. Forecasts for 2025 suggest real GDP growth may return to around two percent—closer to its long-run potential. However, uncertainty remains. The exact timing and magnitude of rate cuts are still unclear, and interest rates may ultimately stabilize at levels higher than those seen before the pandemic. Cities must remain vigilant in monitoring economic trends and maintain flexibility in fiscal planning and capital investment strategies in response to evolving national conditions. Local Economy Local Government depends heavily on tax revenue to fund public services. Economic downturns can lead to reduced tax collections, impacting the ability to maintain infrastructure, provide services, and invest in community development. Palm Desert’s top two revenue sources are sales tax and transient occupancy tax (TOT), both of which are highly dependent on local tourism. Fluctuations in tourism due to factors like travel trends, weather, and events can impact local businesses and tax revenue. Nearly 70% of Palm Desert’s sales tax is provided by consumers living outside of the city. Post-pandemic, both revenue sources grew at a dramatic pace as businesses reopened, and people grew tired of staying home. Both revenue streams have since returned to more historical patterns. Staff continues to monitor and analyze the data closely as conditions evolve. Conversely, small businesses are the backbone of the community. Local government policies that support small businesses, such as streamlined permitting processes and economic development support, can foster entrepreneurship and economic growth. The City continues to invest in its local businesses through various programs and projects with this in mind. The approval of Measure G provides a much-needed resource to alleviate some of the anticipated expenditures related to public safety, community services in our growing community, and the essential mission to preserve financial stability. It allows us to deliberately manage priorities and remain flexible during uncertain times, all while safeguarding the expected quality of life for our residents and visitors alike. To ensure that funds are directed toward the priorities identified through community outreach, the five-year spending plan will continue to serve as a framework for future budget requests. 13 CITY MANAGER’S TRANSMITTAL LETTER Conclusion In closing this budget message, I would like to express my appreciation to the City Council for providing positive leadership and direction on behalf of the community. The City’s commissions and committees have also provided invaluable assistance in developing the City’s priorities that led to the proposed budget. I also want to thank City staff for their dedication and effort in providing excellent services to the community and for their commitment to accomplishing the goals set out in the budget. I would like to thank the Finance Department for their work on developing the budget. They have assembled an award-worthy budget document that is comprehensive, accurate, and easy to read. Finally, I thank the Executive Team for their thoughtful contributions to the budget and for their consistent hard work and commitment to the City and the community. I want to confirm my commitment to continue carrying on the great work of the Palm Desert City Council with City staff, to embark on this opportunity hand in hand with the community, and to maintain the high standards and fiscally pragmatic decisions of past and present City officials. Respectfully, Chris Escobedo Chris Escobedo City Manager 14 ABOUT PALM DESERT The City of Palm Desert is the geographic center of the Coachella Valley, a fast-growing region of Southern California that is comprised of nine cities. Palm Desert prides itself on being a community supported city that serves as the educational, retail, and cultural hub of the Coachella Valley. Palm Desert was incorporated on November 26, 1973 as a General Law City. In 1997, the voters approved changing Palm Desert's designation to a Charter City in order to preserve the historic principles of self-governance and derive the resulting social, economic, and fiscal benefits from local control. 15 PALM DESERT DEMOGRAPHICS Palm Desert employs the Council-Manager form of government. The City Council consists of five citizens elected to serve for staggered four-year terms. The Mayor serves a one-year term, appointed from within the City Council on a rotation basis. In addition, the Palm Desert City Council serves as each the Board of the Successor Agency to the Palm Desert Redevelopment Agency, the Financing Authority, and the Housing Authority. Citizen- commissions and committees also support the City Council by providing input on many community affairs including public safety, planning, parks and recreation, art in public places, housing, and finance. The City Manager appoints staff and supervises the daily administration of municipal affairs. Palm Desert contracts out many of its services such as police and fire services, recreational services, animal control services, trash collection, street sweeping, etc. The goal of contracting out services is to minimize costs as much as possible to the extent possible by using other governmental agencies or districts that already provide these services to other cities and counties. For real-time information about Palm Desert including news and upcoming events please check our website frequently: https://www.palmdesert.gov/ 16 Comparision Charts 17 Comparision Charts 18 SECTION 2: BUDGET SUMMARIES 19 THE BUDGET PROCESS BUDGET PREPARATION CALENDAR February 2, 2025 Issue Budget Priorities, Detail Budget Instructions and Forms to Departments STRATEGIZE Study Session with City Council to develop goals and direction for the upcoming year. PREPARE Budgets are submitted to Finance through our OpenGov system. Finance compiles request and submits to City Manager for review. DEVELOP ENGAGE Public Study Sessions are held with City Council. Community engagement is encouraged through EngagePD & Brightside Newsletter. Staff provides details to support final proposals. ADOPT, IMPLEMENT, AMEND & EVALUATE City Council adopts final budget New budget year begins, and monitoring is ongoing. Amendments approved by City Council throughout FY, midyear, or year end. & February 27, 2025 Council Priorities and Goals Setting Workshop February 11, 2025 CIP Worksheet shared for updating February 13, 2025 FY 2024-25 Mid-Year Review and Adoption February 11 to March 11, 2025 Budgets are entered for submission to Finance through OpenGov March 17 to April 17, 2025 Begin Compilation of FY 2025-26 Budget and CIP April 17, 2024 Budget Meetings with City Manager and Departments April 24, 2025 Final Budget Presentation Updated and Staff Report updated and delivered to Clerk for posting May 8 & May 22, 2025 City Council Study Sessions Held for Public Input June 26, 2025 Public Hearing - City Council and Housing Authority Board Adopt FY 2025-26 Budget July 1, 2025 to June 30, 2026 Budget Implementation and Monitoring 20 ACCOUNTING SYSTEM AND BUDGETARY CONTROL FUND ACCOUNTING The accounts of the City are organized on the basis of funds and account groups, each of which is considered a separate accounting entity. The operations of each fund are accounted for with a separate set of self-balancing accounts that comprise its assets, liabilities, fund equity, revenues, and expenditures or expenses, as appropriate. Government resources are allocated to and accounted for in individual funds based upon the purposes for which they are to be spent and the means by which spending activities are controlled. The various funds utilized by the City are grouped into generic fund types and broad fund categories: Governmental Funds General Fund - The General Fund is the general operating fund of the City. It is used to account for all financial resources except those required to be accounted in another fund. Special Revenue Funds - Special Revenue Funds are used to account for the proceeds of specific revenue resources that are legally restricted to expenditures for specified purposes. The landscaping and lighting funds are adopted by the City Council by resolution as a consolidated district budget. However, the City reflects the individual zones in separate departments and funds. This allows the residents of the zones to see the exact detail of their district’s improvements and maintenance. Debt Service Funds - Debt Service Funds are used to account for the accumulation of resources for and the payment of general long-term debt principal, interest, and related costs other than capitalized leases and compensated absences that are paid from other governmental funds. The City currently has nine assessment districts (94-2 Sunterrace; 94-3 Merano; 01-1 Silver Spur; 98-1 Bighorn; 05-1 University Park; 04-2 Section 29; 91-1 Indian Ridge; EIP; and Highlands Undergrounding). Capital Project Funds - Capital Project Funds are used to account for financial resources to be used for the acquisition or construction of major capital facilities (other than those financed through proprietary funds). Capital Project Funds for the City include Art in Public Places, Capital Project Reserve fund, Streets fund, Ordinance 416, Drainage Facilities, Park and Recreation Facilities, Signalization, Buildings, Museum, Library, Corporation Yard, YMCA Building Fund, Interstate 10, Sports Complex Fund, and various assessment district funds. Proprietary Funds Enterprise Funds - Enterprise Funds account for operations that are financed and operated in a manner similar to private business enterprises. The intent of the City Council is for costs of these funds (including depreciation, if applicable) to be recovered primarily through user charges. Palm Desert’s Enterprise Funds include the Parkview Office Complex and the Desert Willow Golf Course. Internal Service Funds - Internal Service Funds(ISF) account for financial transactions related to internal operations including replacement of City-owned vehicles and equipment as well as to fund compensated absences. Currently, there are no cost allocations of internal service funds to any other department or divisions. ISF’s are funded with transfers directly from the General Fund. Fiduciary Funds Trust and Agency Funds - Trust and Agency Funds are used to account for assets held by the City in a trustee capacity or as an agent for individual’s private organizations, and other governments. Since activities recorded within these funds are outside the control of the City Council, these funds are not included within this budget document. BASIS OF ACCOUNTING The Basis of Accounting refers to the point at which revenues and expenditures are recognized in the accounts and reported in the financial statements. All governmental funds, agency funds, and expendable trust funds are accounted for using the modified accrual basis of accounting. Their revenues are recognized when they become measurable and available as net current assets. All proprietary funds and nonexpendable trust funds are accounted for using the accrual basis of 21 ACCOUNTING SYSTEM AND BUDGETARY CONTROL accounting. Their revenues are recognized when they are earned, and their expenses are recognized when they are incurred. BUDGETARY BASIS OF ACCOUNTING Budgets for the governmental fund types are adopted on a basis consistent with generally accepted accounting principles, utilizing the modified accrual basis of accounting. The proprietary funds are budgeted as is accepted for the type of operation: The Golf Course Fund is budgeted utilizing available cash balance (cash basis). As a result, this fund does not maintain a depreciation reserve fund, and no depreciation expenses (non-cash entry) are budgeted. The other proprietary fund is the Office Complex which is budgeted on an accrual basis of accounting and maintains a depreciation reserve. Budgeted amounts are as originally adopted and as further amended by City Council action. BUDGETARY CONTROL Budgetary controls are maintained to ensure compliance with legal provisions embodied in the annual appropriated budget approved by the City Council. Activities of the governmental and proprietary funds are included in the annual appropriated budget. The budgetary level of control, the level at which expenditures cannot legally exceed the appropriated amount, is exercised at the fund level. APPROPRIATIONS LIMIT Article XIIIB of the California State Constitution, more commonly referred to as the Gann Initiative or Gann Limit, was adopted by California voters in 1980 and placed limits on the amount of proceeds of taxes that state and local governmental agencies can receive and appropriate (authorize to spend) each year. The limit is different for each agency and the limit changes each year. Each year’s limit is based on the amount of tax proceeds that were authorized to be spent in fiscal year 1978-79 in each agency, modified for changes in inflation, population and voter approved modifications in each subsequent year. Proposition 111 was passed by the State’s voters in June 1990. This legislation made changes to the method by which the Appropriations Limit is calculated: The annual adjustment factors for inflation and population have been changed. Instead of using the lesser of California per capita income, or U.S. CPI, each city may choose either the growth in the California per capita income, or the growth in non-residential assessed valuation due to new construction within the City. For population, instead of using only the population growth of a city, each city may choose to use the population growth within its county. These are both annual elections. The revised annual adjustment factors will be applied to the 1986-87 limit for most cities and each year in between in order to calculate the 1990-91 limit. The actual limits for the intervening years, however, are not affected. Expenditures for “qualified capital outlay”, which are fixed assets with a value of more than $100,000 and an expected life of 10 years or more, will be excluded from the limit. A city which exceeds the limit in any one year may choose to not give a tax refund if they fall below the limit in the next fiscal year. They then have two more years to refund any remaining excess or to obtain a successful override vote. In certain situations, proceeds of taxes may be spent on emergencies without having to reduce the limit in future years. Each city must now conduct a review of its Appropriations Limit during its annual financial audit. The law now requires a governing body to annually adopt, by resolution, an appropriations limit for the following year, along with a recorded vote regarding which of the annual adjustment factors have been selected. The City’s budget appropriations limit and annual adjustment factors are adopted annually by Resolution by the City Council. 22 City of Palm Desert Citywide Fund Balances FY 2025-26 Fund #Fund Name 110 General Fund 99,435,127 107,841,118 1,902,700 27,704,573 81,719,432 99,754,940 Total General Fund 99,435,127 107,841,118 1,902,700 27,704,573 81,719,432 99,754,940 Special Revenue Funds 210 Traffic Safety 5,278 2,018 - 2,700 - 4,596 211 Gas Tax 5,439,800 2,960,640 - - 2,745,164 5,655,276 213 Measure A 12,893,060 4,068,512 - - 8,964,825 7,996,747 214 Housing Mitigation Fee 2,868,207 126,909 - - 959,135 2,035,981 220 CDBG Block Grant 138,600 1,265,808 - - 592,041 812,367 225 Permanent Local Housing Alloc.123,999 112,562 - - 170,000 66,561 226 Opioid Settlement Funds 160,415 148,168 - - 275,000 33,583 228 Child Care Program 1,003,201 34,006 - - - 1,037,207 229 Public Safety 170,309 199,548 - - 339,750 30,107 230 Prop A. Fire Tax 5,824,039 20,643,929 10,150,000 - 34,233,794 2,384,174 231 New Construction Tax 1,653,131 349,875 - - 1,000,000 1,003,006 232 Drainage Facility 978,289 106,895 - - 675,000 410,184 233 Park and Recreation 1,470,770 194,388 - - 1,650,000 15,158 234 Signalization 185,442 30,472 - - 50,000 165,914 235 Fire Facility Fund 250,188 156,039 - - - 406,227 236 Waste Recyling Fees 3,449,230 588,576 - - 741,500 3,296,306 237 Energy Independence 310,570 182,795 - - 177,900 315,465 238 Air Quality Management 8,082 66,555 - - 74,500 137 242 Aquatic Center 1,144,083 1,030,457 2,152,543 - 3,483,000 844,083 243 Cannabis Compliance 1,886,418 821,784 - 1,500,000 - 1,208,202 252 Library Operations 196,793 13,195 2,468,469 - 2,468,469 209,988 271 El Paseo Assessment District 77,644 279,383 - - 276,500 80,526 276 LLD Zone #2 3,589 30,887 141,000 - 175,000 476 278 LLD Zone #3 35,702 11,718 - - 11,900 35,520 272 LLD Zone #4 767 5,985 - - 6,050 702 273 LLD Zone #5 53,284 23,574 - - 35,790 41,068 275 LLD Zone #6 158,442 100,131 - - 153,515 105,058 279 LLD Zone #7 35,285 5,942 - - 7,350 33,877 280 LLD Zone #8 51,710 10,848 - - 7,600 54,958 281 LLD Zone #9 64,892 22,252 - - 30,875 56,269 283 LLD Zone #11 26,413 4,448 - - 6,800 24,061 285 LLD Zone #14 90,845 16,601 - - 25,300 82,146 286 LLD Zone #15 43,938 8,202 - - 11,870 40,270 287 LLD Zone #16 53,559 36,853 - - 88,100 2,312 299 LLD Zone #13 152,155 73,618 - - 92,600 133,173 277 President's Plaza I 419,152 448,481 - - 389,200 478,433 282 President's Plaza III 53,443 53,067 - - 106,510 (0) 289 BAD No. 1 848,785 387,374 - - 118,599 1,117,560 870 Housing Set-Aside 1,465,119 - 406,774 - 406,774 1,465,119 871 Housing Authority 10,365,310 11,356,926 - 406,774 9,362,425 11,953,037 873 Housing Asset Fund 38,654,156 1,952,000 - - 787,900 39,818,256 Total Special Revenue Funds 92,814,094 47,931,421 15,318,786 1,909,474 70,700,736 83,454,090 Expenditures Fund Balance Fund Balance Revenues Transfers In Transfers Out 23 City of Palm Desert Citywide Fund Balances FY 2025-26 Fund #Fund Name Capital Project Funds 400 Capital Project Reserve Fund 4,094,692 555,958 5,397,482 - 9,536,126 512,006 420 Capital Project Drainage Facilities 1,102,183 70,860 - - 200,000 973,043 425 Economic Development Capital Projects 397,272 118,714 325,000 - 638,581 202,405 430 Parks & Recreation Facilities Capital Projects 11,004 427 - - - 11,431 436 Art in Public Places 1,201,319 318,811 - - 639,120 881,010 440 Signalization Capital Projects 121,878 4,738 - - - 126,616 441 Golf Course Capital Projects 3,785,003 3,019,516 - - 1,360,000 5,444,519 450 Building Maintenance Reserve 1,742,348 42,673 - - 1,700,000 85,021 451 Capital Bond Projects 55,111,840 2,550,000 - - 24,300,000 33,361,840 452 Library Capital Projects 132,065 77,788 6,000,000 - 6,000,000 209,853 464 AD94-3 Merano 197,523 - - - - 197,523 466 Silver Spur Ranch 618 - - - - 618 467 Highlands Assessment District 21 - - - - 21 468 University Park CFD (0) - - - - (0) 469 Section 29 Assessment 2004-2 670 - - - - 670 Total Capital Project Funds 67,898,435 6,759,485 11,722,482 - 44,373,827 42,006,575 Debt Service Funds 314 AD Highlands 144,756 124,324 - - 119,346 149,734 Total Debt Service Funds 144,756 124,324 - - 119,346 149,734 Total Governmental Funds 260,292,412 162,656,348 28,943,968 29,614,047 196,913,341 225,365,339 Proprietary Funds Internal Service Funds 530 Equipment Replacement Fund 2,445,880 267,503 - - 2,167,787 545,596 577 Compensation Benefits Fund 208,083 98,611 - - 250,000 56,694 Total Internal Service Funds 2,653,963 366,114 - - 2,417,787 602,290 Enterprise Funds - 510 Parkview Office Complex 6,113,885 1,548,612 - 400,000 1,142,500 6,119,997 520 Desert Willow Golf Course 67,267,855 13,063,192 - - 13,436,316 66,894,731 521 Palm Desert Recreational Facilities (PDRFC)(1,402,986) 4,878,909 - - 5,089,025 (1,613,102) Total Enterprise Funds 71,978,755 19,490,713 400,000 19,667,841 71,401,627 Total Proprietary Funds 74,632,718 19,856,827 - 400,000 22,085,628 72,003,917 Total Citywide 334,925,129 182,513,175 28,943,968 30,014,047 218,998,969 297,369,256 Fiduciary Funds Custodial Funds 303 AD 84-1 - - - - - - 304 AD 87-1 188,669 - - - - 188,669 306 AD 92-1 121,231 - - - - 121,231 307 AD 91-4 Bighorn 324,833 - - - - 324,833 308 AD 94-2 Sunterrace/Varner 109,535 - - - - 109,535 309 AD 94-3 Merano 62,082 2,409 - - - 64,491 311 AD 98-1 Canyons of Bighorn 93,035 3,616 - - - 96,651 312 AD 01-1 Silver Spur 314,757 177,076 - 150,656 15,000 326,177 315 AD Section 29 2,469,293 1,499,643 - - 1,307,000 2,661,936 351 AD 91-1 Indian Ridge 1,282,520 50,795 - - - 1,333,315 353 AD CFD University Park 78,368 510,380 - - 508,800 79,948 354 AD CFD University Park 2021 847,500 927,474 - - 918,675 856,299 355 AD CFD University Park 2024 735,465 611,552 - - 610,825 736,192 391 Palm Desert Finance Authority 3,035 - 150,656 - 150,666 3,025 576 Retiree Health Benefits 2,699,103 106,601 1,080,000 - 1,092,200 2,793,504 Total Custodial Funds 9,329,424 3,889,546 1,230,656 150,656 4,603,166 9,695,804 Total Fiduciary Funds 9,329,424 3,889,546 1,230,656 150,656 4,603,166 9,695,804 Total All Funds 344,254,554 186,402,721 30,174,624 30,164,703 223,602,135 307,065,060 Note: Changes in fund balance exceeding 10% are primarily due to the implementation of a Capital Projects department, which has been tasked with an aggressive capital projects plan to catch up on deferred projects over the next several years. Accumulated funds are being spent down as part of this effort. Fund Balance Revenues Transfers In Transfers Out Expenditures Balance 24 City of Palm Desert Citywide Budgeted Revenues by Category FY 2025-26 Fund #Taxes Permits & Fees Transfers In Other Revenues Governmental Funds General Fund 91,466,648 3,604,439 5,891,000 - 5,256,000 1,902,700 1,623,031 109,743,818 Special Revenue Funds 24,359,415 3,839,188 1,893,370 299,473 15,551,288 15,318,786 1,988,687 63,250,207 Capital Project Funds - - - - 6,500,485 11,722,482 259,000 18,481,967 Debt Service Funds 120,391 - - - 3,933 - - 124,324 Total Governmental Funds 115,946,454 7,443,627 7,784,370 299,473 27,311,706 28,943,968 3,870,718 191,600,316 Proprietary Funds Internal Service Funds - - - - 366,114 - - 366,114 Enterprise Funds - - - 12,213,139 1,879,895 - 5,397,679 19,490,713 Total Proprietary Funds - - - 12,213,139 2,246,009 - 5,397,679 19,856,827 Total Citywide Revenues 115,946,454 7,443,627 7,784,370 12,512,612 29,557,715 28,943,968 9,268,397 211,457,143 Fiduciary Funds Custodial Funds 3,634,813 - - - 254,733 1,230,656 - 5,120,202 Total Fiduciary Funds 3,634,813 - - - 254,733 1,230,656 - 5,120,202 Total All Funds 119,581,267 7,443,627 7,784,370 12,512,612 29,812,448 30,174,624 9,268,397 216,577,345 City of Palm Desert Citywide Budgeted Expenditures by Category FY 2025-26 Fund #Personnel Operating Capital Transfers Out Total Governmental Funds General Fund 27,113,251 53,112,681 1,493,500 27,704,573 109,424,005 Special Revenue Funds 2,267,610 47,203,355 21,434,325 1,909,474 72,814,764 Capital Project Funds - 3,655,374 40,718,453 - 44,373,827 Debt Service Funds - 119,346 - - 119,346 Proprietary Funds Internal Service Funds - 1,210,000 1,207,787 - 2,417,787 Enterprise Funds - 17,550,496 2,117,345 400,000 20,067,841 Total Citywide Appropriations 29,380,861 122,851,252 66,971,410 30,014,047 249,217,570 Fiduciary Funds Custodial Funds - 4,603,166 - 150,656 4,753,822 Total All Funds 29,380,861 127,454,418 66,971,410 30,164,703 253,971,392 25 City of Palm Desert Citywide Revenues by Fund and Category FY 2025-26 Fund #Description 110 General Fund 91,466,648 3,604,439 5,891,000 - 5,256,000 1,902,700 1,623,031 109,743,818 210 Traffic Safety - - - - 218 - 1,800 2,018 211 Gas Tax 2,778,663 - - - 181,977 - - 2,960,640 213 Measure A 3,129,000 - - - 939,512 - - 4,068,512 214 Housing Mitigation Fee - - - - 126,909 - - 126,909 220 CDBG Block Grant - - 1,265,808 - - - - 1,265,808 225 Permanent Local Housing Alloc.- - 112,562 - - - - 112,562 226 Opioid Settlement Funds - - - - 4,648 - 143,520 148,168 228 Child Care Program - - - - 34,006 - - 34,006 229 Public Safety - - - - 5,548 - 194,000 199,548 230 Prop. A Fire Tax 15,593,929 3,300,000 - - 250,000 10,150,000 1,500,000 30,793,929 231 New Construction Tax 276,000 - - - 73,875 - - 349,875 232 Drainage Facility 70,000 - - - 36,895 - - 106,895 233 Park and Recreation 125,000 - - - 69,388 - - 194,388 234 Signalization 7,000 - - - 23,472 - - 30,472 235 Fire Facility Fund 89,000 - - - 67,039 - - 156,039 236 Waste Recyling Fees - - 450,000 - 138,576 - - 588,576 237 Energy Independence 115,000 - - - 67,795 - - 182,795 238 Air Quality Management - - 65,000 - 1,555 - - 66,555 242 Aquatic Center - 539,188 - 299,473 42,429 2,152,543 149,367 3,183,000 243 Cannabis Compliance 787,000 - - - 34,784 - - 821,784 252 Library Operations - - - - 13,195 2,468,469 - 2,481,664 271 El Paseo Assessment District 275,000 - - - 4,383 - - 279,383 276 LLD Zone #2 30,887 - - - - 141,000 - 171,887 278 LLD Zone #3 11,718 - - - - - - 11,718 272 LLD Zone #4 5,985 - - - - - - 5,985 273 LLD Zone #5 23,574 - - - - - - 23,574 275 LLD Zone #6 100,131 - - - - - - 100,131 279 LLD Zone #7 5,942 - - - - - - 5,942 280 LLD Zone #8 10,848 - - - - - - 10,848 281 LLD Zone #9 22,252 - - - - - - 22,252 283 LLD Zone #11 4,448 - - - - - - 4,448 285 LLD Zone #14 16,601 - - - - - - 16,601 286 LLD Zone #15 8,202 - - - - - - 8,202 287 LLD Zone #16 36,853 - - - - - - 36,853 299 LLD Zone #13 66,925 - - - 6,693 - - 73,618 277 President's Plaza I 448,481 - - - - - - 448,481 282 President's Plaza III 53,067 - - - - - - 53,067 289 BAD No. 1 267,909 - - - 119,465 - - 387,374 870 Housing Set-Aside - - - - - 406,774 - 406,774 871 Housing Authority - - - - 11,356,926 - - 11,356,926 873 Housing Asset Fund - - - - 1,952,000 - - 1,952,000 Other Revenues Total Revenues Taxes Permits & Fees Intergovernmental for & Property Transfers In 26 City of Palm Desert Citywide Revenues by Fund and Category FY 2025-26 Fund #Description 400 Capital Project Reserve Fund - - - - 555,958 5,397,482 - 5,953,440 420 Capital Proj. Drainage Facilities - - - - 70,860 - - 70,860 425 Economic Development CP - - - - 118,714 325,000 - 443,714 430 Parks & Rec Facilities CP - - - - 427 - - 427 436 Art in Public Places - - - - 59,811 - 259,000 318,811 440 Signalization Capital Projects - - - - 4,738 - - 4,738 441 Golf Course Capital Projects - - - - 3,019,516 - - 3,019,516 450 Building Maintenance Reserve - - - - 42,673 - - 42,673 451 Capital Bond Projects - - - - 2,550,000 - - 2,550,000 452 Library Capital Projects - - - - 77,788 6,000,000 - 6,077,788 461 UP Capital Projects 2021-1 - - - - - - - - 464 AD94-3 Merano - - - - - - - 466 Silver Spur Ranch - - - - - - - - 467 Highlands Assessment District - - - - - - - - 468 University Park CFD - - - - - - - - 469 Section 29 Assessment 2004-2 - - - - - - - - 314 AD Highlands 120,391 - - - 3,933 - - 124,324 530 Equipment Replacement Fund - - - - 267,503 - - 267,503 577 Compensation Benefits Fund - - - - 98,611 - - 98,611 510 Parkview Office Complex - - - - 1,548,612 - - 1,548,612 520 Desert Willow Golf Course - - - 12,213,139 331,283 - 518,770 13,063,192 521 Palm Desert Recreational Facilities (- - - - - - 4,878,909 4,878,909 303 AD 84-1 - - - - - - - - 304 AD 87-1 - - - - - - - - 306 AD 92-1 - - - - - - - - 307 AD 91-4 Bighorn - - - - - - - - 308 AD 94-2 Sunterrace/Varner - - - - - - - - 309 AD 94-3 Merano - - - - 2,409 - - 2,409 311 AD 98-1 Canyons of Bighorn - - - - 3,616 - - 3,616 312 AD 01-1 Silver Spur 167,563 - - - 9,513 - - 177,076 315 AD Section 29 1,447,900 - - - 51,743 - - 1,499,643 351 AD 91-1 Indian Ridge - - - - 50,795 - - 50,795 353 AD CFD University Park 494,850 - - - 15,530 - - 510,380 354 AD CFD University Park 2021 913,675 - - - 13,799 - - 927,474 355 AD CFD University Park 2024 610,825 - - - 727 - - 611,552 391 Palm Desert Finance Authority - - - - - 150,656 - 150,656 576 Retiree Health Benefits - - - - 106,601 1,080,000 - 1,186,601 Transfers In Other Revenues Total Revenues Taxes Permits & Fees Intergovernmental Charges for Services & Property 27 City of Palm Desert Citywide Budgeted Expenditures by Fund and Category FY 2025-26 Fund #Fund Name 110 General Fund 27,113,251 53,112,681 1,493,500 27,704,573 109,424,005 210 Traffic Safety - - - 2,700 2,700 211 Gas Tax - 1,335,164 1,410,000 - 2,745,164 213 Measure A - 1,000,000 7,964,825 - 8,964,825 214 Housing Mitigation Fee - 959,135 - - 959,135 220 CDBG Block Grant - 592,041 - - 592,041 225 Permanent Local Housing Alloc.- 170,000 - - 170,000 226 Opioid Settlement Funds - 275,000 - - 275,000 228 Child Care Program - - - - - 229 Public Safety - 339,750 - - 339,750 230 Prop A. Fire Tax - 26,508,794 7,725,000 - 34,233,794 231 New Construction Tax - - 1,000,000 - 1,000,000 232 Drainage Facility - - 675,000 - 675,000 233 Park and Recreation - - 1,650,000 - 1,650,000 234 Signalization - - 50,000 - 50,000 235 Fire Facility Fund - - - - - 236 Waste Recyling Fees - 741,500 - - 741,500 237 Energy Independence - 177,900 - - 177,900 238 Air Quality Management - 74,500 - - 74,500 242 Aquatic Center - 3,183,000 300,000 - 3,483,000 243 Cannabis Compliance - - - 1,500,000 1,500,000 252 Library Operations 1,708,367 751,102 9,000 - 2,468,469 271 El Paseo Assessment District - 276,500 - - 276,500 276 LLD Zone #2 - 175,000 - - 175,000 278 LLD Zone #3 - 11,900 - - 11,900 272 LLD Zone #4 - 6,050 - - 6,050 273 LLD Zone #5 - 35,790 - - 35,790 275 LLD Zone #6 - 153,515 - - 153,515 279 LLD Zone #7 - 7,350 - - 7,350 280 LLD Zone #8 - 7,600 - - 7,600 281 LLD Zone #9 - 30,875 - - 30,875 283 LLD Zone #11 - 6,800 - - 6,800 285 LLD Zone #14 - 25,300 - - 25,300 286 LLD Zone #15 - 11,870 - - 11,870 287 LLD Zone #16 - 88,100 - - 88,100 299 LLD Zone #13 - 92,600 - - 92,600 277 President's Plaza I - 389,200 - - 389,200 282 President's Plaza III - 106,510 - - 106,510 289 BAD No. 1 - 118,599 - - 118,599 870 Housing Set-Aside 402,474 3,800 500 - 406,774 871 Housing Authority 156,769 9,205,656 - 406,774 9,769,199 873 Housing Asset Fund - 137,900 650,000 - 787,900 Personnel Operating Capital Transfers Out Total 28 City of Palm Desert Citywide Budgeted Expenditures by Fund and Category FY 2025-26 Fund #Fund Name 400 Capital Project Reserve Fund - 2,407,673 7,128,453 - 9,536,126 420 Capital Project Drainage Facilities - - 200,000 - 200,000 425 Economic Development Capital Projects - 638,581 - - 638,581 430 Parks & Recreation Facilities Capital Projects - - - - - 436 Art in Public Places - 274,120 365,000 - 639,120 440 Signalization Capital Projects - - - - - 441 Golf Course Capital Projects - 260,000 1,100,000 - 1,360,000 450 Building Maintenance Reserve - 75,000 1,625,000 - 1,700,000 451 Capital Bond Projects - - 24,300,000 - 24,300,000 452 Library Capital Projects - - 6,000,000 - 6,000,000 461 UP Capital Projects 2021-1 - - - - - 464 AD94-3 Merano - - - - - 466 Silver Spur Ranch - - - - - 467 Highlands Assessment District - - - - - 468 University Park CFD - - - - - 469 Section 29 Assessment 2004-2 - - - - - 314 AD Highlands - 119,346 - - 119,346 530 Equipment Replacement Fund - 960,000 1,207,787 - 2,167,787 577 Compensation Benefits Fund - 250,000 - - 250,000 510 Parkview Office Complex - 1,142,500 - 400,000 1,542,500 520 Desert Willow Golf Course - 11,318,971 2,117,345 - 13,436,316 521 Palm Desert Recreational Facilities (PDRFC)- 5,089,025 - - 5,089,025 Fund #Fund Name 303 AD 84-1 - - - - - 304 AD 87-1 - - - - - 306 AD 92-1 - - - - - 307 AD 91-4 Bighorn - - - - - 308 AD 94-2 Sunterrace/Varner - - - - - 309 AD 94-3 Merano - - - - - 311 AD 98-1 Canyons of Bighorn - - - - - 312 AD 01-1 Silver Spur - 15,000 - 150,656 165,656 315 AD Section 29 - 1,307,000 - - 1,307,000 351 AD 91-1 Indian Ridge - - - - - 353 AD CFD University Park - 508,800 - - 508,800 354 AD CFD University Park 2024 - 918,675 - - 918,675 355 AD CFD University Park 2022 - 610,825 - - 610,825 391 Palm Desert Finance Authority - 150,666 - - 150,666 576 Retiree Health Benefits - 1,092,200 - - 1,092,200 Personnel Operating Capital Transfers Out Total Personnel Operating Capital Transfers Out Total Total All Funds 29,380,861 127,249,864 66,971,410 30,164,703 253,766,838 Total All Funds 29,380,861 127,249,864 66,971,410 30,164,703 253,766,838 29 City of Palm Desert Historical Citywide Revenues FY 2025-26 Fund #Fund Name 110 General Fund 85,400,986 84,187,579 83,222,879 109,743,818 Total General Fund 85,400,986 84,187,579 83,222,879 109,743,818 Special Revenue Funds 210 Traffic Safety 7,472 1,968 3,000 2,018 211 Gas Tax 2,507,737 2,917,694 2,894,234 2,960,640 213 Measure A 4,398,556 4,816,963 4,203,600 4,068,512 214 Housing Mitigation Fee 211,597 231,771 181,418 126,909 220 CDBG Block Grant 352,646 737,446 1,351,359 1,265,808 225 Permanent Local Housing Alloc.271,398 2,715 439,883 112,562 226 Opioid Settlement Funds 2,488 83,834 403,826 148,168 228 Child Care Program 95,204 97,854 136,279 34,006 229 Public Safety 387,337 95,174 177,000 199,548 230 Prop A. Fire Tax 20,687,723 24,621,340 23,726,540 30,793,929 231 New Construction Tax 570,927 360,694 214,002 349,875 232 Drainage Facility 159,211 102,442 253,500 106,895 233 Park and Recreation 130,392 519,594 320,908 194,388 234 Signalization 86,785 80,682 39,300 30,472 235 Fire Facility Fund 346,837 253,785 175,800 156,039 236 Waste Recyling Fees 516,037 791,089 811,900 588,576 237 Energy Independence 100,263 24,530 176,500 182,795 238 Air Quality Management 86,204 53,022 66,180 66,555 242 Aquatic Center 2,632,570 3,993,480 3,891,367 3,183,000 243 Cannabis Compliance 2,017,146 1,043,249 889,000 821,784 252 Library Operations - 1,335,885 2,185,290 2,468,469 271 El Paseo Assessment District 272,891 302,571 300,000 279,383 Landscape & Lighting Districts: 276 LLD Zone #2 141,185 117,712 202,142 171,887 278 LLD Zone #3 11,444 11,377 10,988 11,718 272 LLD Zone #4 5,794 5,927 5,491 5,985 273 LLD Zone #5 25,864 24,781 22,197 23,574 275 LLD Zone #6 102,721 101,878 91,653 100,131 279 LLD Zone #7 6,285 5,683 5,776 5,942 280 LLD Zone #8 12,129 10,699 11,655 10,848 281 LLD Zone #9 22,228 21,104 21,000 22,252 283 LLD Zone #11 4,752 4,228 4,324 4,448 285 LLD Zone #14 23,301 21,436 16,137 16,601 286 LLD Zone #15 8,726 7,683 7,973 8,202 287 LLD Zone #16 51,364 38,454 35,923 36,853 299 LLD Zone #13 63,100 74,194 72,325 73,618 Business Improvement Districts: 277 President's Plaza I 459,679 428,982 398,935 448,481 282 President's Plaza III 49,471 46,711 218,448 53,067 Business Assessment Districts: 289 BAD No. 1 316,070 417,421 315,910 387,374 Housing: 870 Housing Set-Aside 415,990 498,836 497,102 406,774 871 Housing Authority 9,422,891 10,161,512 9,733,631 11,356,926 873 Housing Asset Fund 1,887,546 1,948,914 1,987,328 1,952,000 Total Special Revenue Funds 48,871,961 56,415,315 56,499,824 63,237,012 Governmental Funds FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Adopted FY 2025-26 Adopted 30 City of Palm Desert Historical Citywide Revenues FY 2025-26 Fund #Fund Name 400 Capital Project Reserve Fund 14,540,891 2,995,003 10,782,674 5,953,440 420 Capital Project Drainage Facilities 66,253 3,294,298 73,700 70,860 425 Economic Development Capital Projects 171,621 187,490 141,243 443,714 430 Parks & Recreation Facilities Capital Projects 351 557 400 427 436 Art in Public Places 785,175 480,894 546,065 318,811 440 Signalization Capital Projects 3,721 6,173 4,300 4,738 441 Golf Course Capital Projects 3,004,838 4,270,599 3,009,265 3,019,516 450 Building Maintenance Reserve 1,257,377 70,345 5,755,790 42,673 451 Capital Bond Projects 4,003,739 3,456,401 250,000 2,550,000 452 Library Capital Projects 22,964 4,090,927 180,000 6,077,788 461 Univ. Park Capital Projects 2021-1 - - - - 464 AD94-3 Merano - 8,729 - - 466 Silver Spur Ranch - (0) - - 467 Highlands Assessment District - (0) - - 469 Section 29 Assessment 2004-2 - (0) - - 470 University Park 2024 - - 10,000,000 - Total Capital Project Funds 23,856,930 18,861,414 30,743,437 18,481,967 Debt Service Funds 314 AD Highlands 131,485 136,321 122,991 124,324 Total Debt Service Funds 131,485 136,321 122,991 124,324 Total Governmental Funds 158,261,362 159,600,629 170,589,131 191,587,121 Proprietary FundsInternal Service Funds 530 Equipment Replacement Fund 1,155,472 467,274 242,000 267,503 577 Compensation Benefits Fund 178,024 400,282 613,300 98,611 Total Internal Service Funds 1,333,496 867,556 855,300 366,114 Enterprise Funds 510 Parkview Office Complex 1,804,824 1,814,174 1,298,000 1,548,612 520 Desert Willow Golf Course 12,635,153 12,560,072 12,595,470 13,063,192 521 Palm Desert Recreational Facilities (PDRFC)4,875,792 4,570,976 4,780,039 4,878,909 Total Enterprise Funds 19,315,769 18,945,222 18,673,509 19,490,713 Total Proprietary Funds 20,649,265 19,812,778 19,528,809 19,856,827 Total Citywide 178,910,627 179,413,407 190,117,940 211,443,948 Fiduciary FundsCustodial Funds 303 AD 84-1 8,698 - - - 304 AD 87-1 3,086 - - - 306 AD 92-1 1,983 - - - 307 AD 91-4 Bighorn 5,313 - - - 308 AD 94-2 Sunterrace/Varner 3,467 5,750 - - 309 AD 94-3 Merano 2,705 3,132 2,200 2,409 311 AD 98-1 Canyons of Bighorn 2,840 4,711 3,300 3,616 312 AD 01-1 Silver Spur 184,161 187,295 176,263 177,076 315 AD Section 29 1,473,779 2,679,362 1,464,700 1,499,643 351 AD 91-1 Indian Ridge 39,889 66,168 22,100 50,795 353 AD CFD University Park 511,870 534,029 507,400 510,380 354 AD CFD University Park 2021 939,177 1,041,213 925,675 927,474 355 AD CFD University Park 2024 - 1,287,792 360,952 611,552 391 Palm Desert Finance Authority 144,900 166,975 143,762 150,656 576 Retiree Health Benefits 907,364 1,027,913 1,073,324 1,186,601 Total Custodial Funds 4,229,231 7,004,339 4,679,676 5,120,202 Total Fiduciary Funds 4,229,231 7,004,339 4,679,676 5,120,202 Total All Funds 183,139,858 186,417,746 194,797,616 216,564,150 Actuals FY 2023-24 Actuals FY 2024-25 Adopted FY 2025-26 AdoptedCapital Project Funds 31 City of Palm Desert Historical Citywide Expenditures FY 2025-26 Fund #Fund Name 110 General Fund 84,544,744 78,867,212 106,652,665 109,424,005 210 Traffic Safety 4,700 2,700 2,700 2,700 211 Gas Tax 2,853,402 3,638,431 1,557,199 2,745,164 213 Measure A 4,618,621 3,029,345 14,696,543 8,964,825 214 Housing Mitigation Fee 602,802 277,592 423,335 959,135 220 CDBG Block Grant 186,869 737,446 1,251,921 592,041 225 Permanent Local Housing Alloc.266,263 178,734 145,000 170,000 226 Opioid Settlement Funds - 78,734 251,000 275,000 228 Child Care Program - - - - 229 Public Safety 382,311 86,487 35,000 339,750 230 Prop A. Fire Tax 17,631,403 18,006,244 40,256,230 34,233,794 231 New Construction Tax 444,430 5,911 494,500 1,000,000 232 Drainage Facility 2,400 - 275,000 675,000 233 Park and Recreation 208,754 360,272 639,729 1,650,000 234 Signalization - - 460,075 50,000 235 Fire Facility Fund 134,222 648,181 1,111,915 - 236 Waste Recyling Fees 289,792 475,940 832,011 741,500 237 Energy Independence 166,645 88,451 192,145 177,900 238 Air Quality Management 68,751 53,581 89,830 74,500 242 Aquatic Center 2,727,888 3,070,319 4,561,621 3,483,000 243 Cannabis Compliance 2,136,981 - 500,000 1,500,000 252 Library Operations - 696,650 2,627,732 2,468,469 271 El Paseo Assessment District 282,161 262,143 325,000 276,500 276 LLD Zone #2 142,303 146,351 173,084 175,000 278 LLD Zone #3 10,244 7,661 13,931 11,900 272 LLD Zone #4 3,104 5,972 5,780 6,050 273 LLD Zone #5 19,894 21,334 39,900 35,790 275 LLD Zone #6 89,196 86,747 150,912 153,515 279 LLD Zone #7 4,858 4,624 7,810 7,350 280 LLD Zone #8 3,452 3,510 6,987 7,600 281 LLD Zone #9 19,845 22,073 29,846 30,875 283 LLD Zone #11 4,967 5,137 7,613 6,800 285 LLD Zone #14 31,555 21,516 28,423 25,300 286 LLD Zone #15 8,463 6,895 12,031 11,870 287 LLD Zone #16 51,036 44,809 93,365 88,100 299 LLD Zone #13 39,808 63,200 88,406 92,600 277 President's Plaza I 292,442 309,641 404,830 389,200 282 President's Plaza III 29,593 43,196 213,259 106,510 289 BAD No. 1 165,424 3,003,039 118,599 118,599 870 Housing Set-Aside 415,990 438,477 441,993 406,774 871 Housing Authority 9,290,515 12,571,338 16,215,924 9,769,199 873 Housing Asset Fund 6,505,944 262,558 3,794,080 787,900 32 City of Palm Desert Historical Citywide Expenditures FY 2025-26 Fund #Fund NameCapital Project Funds400Capital Project Reserve Fund 11,043,518 6,118,458 16,387,880 9,536,126 420 Capital Project Drainage Facilities 306,143 312,745 3,717,240 200,000 425 Economic Development Capital Projects 487,069 659,460 744,592 638,581 430 Parks & Recreation Facilities Capital Projects - - - - 436 Art in Public Places 727,477 273,284 854,995 639,120 440 Signalization Capital Projects - - - - 441 Golf Course Capital Projects 889,835 10,026,646 6,307,203 1,360,000 450 Building Maintenance Reserve 1,896,389 2,256,219 3,738,821 1,700,000 451 Capital Bond Projects 985,240 7,156,389 10,023,633 24,300,000 452 Library Capital Projects - 1,025,579 3,800,801 6,000,000 461 Univ. Park Capital Projects 2021-1 - - - - 464 AD94-3 Merano - - - - 466 Silver Spur Ranch - - - - 467 Highlands Assessment District - - - - 468 University Park CFD - - - - 469 Section 29 Assessment 2004-2 - - - - Total Capital Project Funds 16,335,672 27,828,781 45,575,165 44,373,827 Debt Service Funds 314 AD Highlands 106,124 118,958 120,665 119,346 Total Debt Service Funds 106,124 118,958 120,665 119,346 Total Governmental Funds 151,123,569 155,580,191 244,923,754 226,527,388 Proprietary FundsInternal Service Funds 530 Equipment Replacement Fund 1,153,328 1,114,552 5,068,179 2,167,787 577 Compensation Benefits Fund 425,084 283,100 250,000 250,000 Total Internal Service Funds 1,578,413 1,397,651 5,318,179 2,417,787 Enterprise Funds 510 Parkview Office Complex 1,409,322 1,656,420 8,663,447 1,542,500 520 Desert Willow Golf Course 11,073,129 11,668,303 12,678,707 13,436,316 521 Palm Desert Recreational Facilities (PDRFC)4,939,880 4,695,142 5,034,020 5,089,025 Total Enterprise Funds 17,422,331 18,019,865 26,376,174 20,067,841 Total Proprietary Funds 19,000,744 19,417,517 31,694,353 22,485,628 Total Citywide 170,124,313 174,997,708 276,618,107 249,013,016 Fiduciary FundsCustodial Funds303AD 84-1 534,000 - - - 304 AD 87-1 - - - - 306 AD 92-1 - - - - 307 AD 91-4 Bighorn - - - - 308 AD 94-2 Sunterrace/Varner - - - - 309 AD 94-3 Merano - - - - 311 AD 98-1 Canyons of Bighorn - - - - 312 AD 01-1 Silver Spur 153,904 180,366 176,359 165,656 315 AD Section 29 1,349,508 1,433,197 1,435,900 1,307,000 351 AD 91-1 Indian Ridge - - - - 353 AD CFD University Park 456,647 486,681 965,850 508,800 354 AD CFD University Park 2021 825,344 905,184 879,072 918,675 355 AD CFD University Park 2024 - 380,052 533,225 610,825 391 Palm Desert Finance Authority 154,669 158,628 162,559 150,666 576 Retiree Health Benefits 834,654 890,129 1,468,064 1,092,200 Total Custodial Funds 4,308,725 4,434,238 5,621,030 4,753,822 Total Fiduciary Funds 4,308,725 4,434,238 5,621,030 4,753,822 Total All Funds 174,433,038 179,431,945 282,239,137 253,766,838 FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Adopted FY 2025-26 Adopted 33 Fund Type Fund #Description City Manager Community Development Economic Development Finance/ IT/Housing PW/ Capital Projects Public Safety 110 General Fund x x x x x x Special Revenue Funds 210 Traffic Safety x 211 Gas Tax x 213 Measure A x 214 Housing Mitigation x 220 Community Development Block Grant x 225 Permanent Local Housing Allocation x 226 Opioid Settlement x 228 Child Care Mitigatoin x 229 SLESF Grant x 230 Fire Services Fund x 231 New Construction Tax x 232 Drainage Facility x 233 Park and Rec Facilities x 234 Traffic Signals x 235 Fire Facilities x 236 Recycling Fund x 237 Energy Independence Loan x 238 Air Quality Management x 242 Aquatic Facility x 243 Cannabis Compliance x x 252 Library Services x 271 El Paseo Assessment District x 272 Parkview Estates Assessment District x x x 273 Cook & Country Club Assessment District x 275 Lighting and Landscaping Districts x 276 Haystack Assessment District x 278 Vineyard Assessment District x 279 Waring Court Assessment District x 280 Palm Gate Assessment District x 281 Grove Assessment District x 283 Portola Place Assessment District x 285 K & B Assessment District x 286 Crest Assessment District x 287 Shepherd Lane Assessment District x 299 PDCC Assessment District x 277 President's Plaza I District x 282 President's Plaza III District x 289 Section 29 Benefit Assessment District x 870 Housing Administration Fund x 871 Palm Desert Housing Authority x 873 Housing Asset Fund x Capital Project Funds Debt Service Funds Enterprise Funds 510 Parkview Office Complex x x Internal Service Funds Custodial Funds 303 84-1 Debt Service x City of Palm Desert Fund- Department Matrix PR O P R I E T A R Y FU N D S GO V E R N M E N T A L F U N D S 34 GANN APPROPRIATIONS Article XIII B of the California Constitution requires adoption of an annual appropriation limit. The original base year limit was adopted in FY 1978-79 and has been adjusted annually for increase by a factor comprised of the percentage change in population combined with either the percentage change in California per capita personal income or the percentage change in local assessment roll due to the addition of local nonresidential new construction. The changes in the local assessment roll due to additional local nonresidential new construction for current and prior periods have not been available from the County Assessor's office. On November 1988, voters approved Proposition R which increased the limit to $25,000,000. It expired in November 1992. The FY 1993-94 limit was calculated with prior years re-calculated to reflect the expiration of the $25,000,000 limit. The Article XII(B) limitation is not a restricting factor for the City of Palm Desert, but will be monitored annually, and budget adjustments will be recommended if they are require in future years. APPROPRIATION LIMIT CALCULATION FY 2024-25 35 THIS PAGE INTENTIONALLY LEFT BLANK 36 SECTION 3: GENERAL FUND OPERATING BUDGET 37 GENERAL FUND REVENUE SUMMARY Revenue Assumptions for the General Fund (Fiscal Year 2025-26) The revenue assumptions used for the Fiscal Year 2025-26 budget are based on current state and local economic conditions, recovery indices and forecasts, and historical trends on the City’s revenue including Sales Tax (including the 1% district tax), Transient Occupancy Tax, and Property Taxes. Sales Tax The estimated revenue from sales tax this year is $49,216,701. Implementation of the newly approved 1% district tax (Measure G) nearly doubles prior year’s budget at $25 Million. The California Department of Tax and Fee Administration (CDTFA) distinguishes between two types of taxes that make up the total sales and use tax rate permitted in the state: the statewide sales tax and voter- approved district taxes. Sales and use tax applies to retail sales of merchandise (tangible personal property) within and sold to the state. Riverside County’s sales tax rate is 7.75%. The City receives 1% of the rate, Riverside County receives 0.75% and the State receives 6.00%. An additional 1% district tax is now applied to purchases made in Palm Desert. That revenue (estimated at $24,300,000) will go directly to the City, bringing the City’s total sales tax rate to 8.75%. District tax estimates are based on historical data. The absence of car dealerships in Palm Desert introduces potential for higher than anticipated district tax revenue from new car purchases, due to the lack of comparable local data. 13,000,000 23,000,000 33,000,000 43,000,000 53,000,000 2021-22 2022-23 2023-24 2024-25 2025-26 5 Year Sales Tax Comparison 38 GENERAL FUND REVENUE SUMMARY Transient Occupancy Tax (TOT) The estimated revenue from TOT this year is $22,755,000. TOT is charged to travelers staying in Palm Desert when they rent accommodations (a room, rooms, entire home, or other living space) in a hotel, inn, tourist home or house, motel, or other lodging for any period of less than 28 days. TOT is remitted to the city each month following the month of rental. Property Tax The estimated revenue from property tax collections this year is $12,809,723. Assessment and collections of real property taxes are administered by Riverside County. Palm Desert is a No-Low Property Tax city and receives property taxes based on an allocation from the County in 1978 and adjusted for areas annexed to the City after 1978. The fluctuation from year to year is primarily due to new construction and/or the change in property transfer taxes based on home sales within the City. Additionally, the City Council elected to take over operations of the Palm Desert Library in FY 2024- 25. As a result, the City’s share of property tax dollars that were previously shifted to the Riverside County Library for operations, are now being deposited into the General Fund and budgeted for municipal operations of the library. - 10,000,000 20,000,000 30,000,000 5 Year Transient Occupancy Tax Comparison - 5,000,000 10,000,000 15,000,000 2021-22 2022-23 2023-24 2024-25 2025-26 5 Year Property Tax Comparison 39 GENERAL FUND REVENUE SUMMARY Other Revenue The balance of the City’s overall revenue includes franchise fees estimated at $3,731,710; motor vehicle license fees estimated at $5,891,000; permits and license fees estimated at $4,856,439; interest and rents at $5,256,000, and transfers in, timeshare mitigation and reimbursements/other revenues estimated at $5,227,245. Below is a simple description of the other revenues that may or may not be familiar to the general community: A franchise fee is a payment made by an entity to a local government for the use of public rights-of- way. These rights-of-way can include underground pipes, above-ground cables, wireless antennas, and more. Franchise fees are often negotiated with the local agency and are authorized by state law. The Vehicle License Fee (VLF), also known as the Motor Vehicle In-Lieu Tax, is an annual fee paid to the California Department of Motor Vehicles (DMV) when registering a vehicle. The California Constitution requires that 25% of the proceeds from the VLF go to cities and counties and is levied for the privilege of operating a vehicle on the public highway and streets. The tax is imposed in lieu of a local personal property tax on autos. A business license tax is an annual non- regulatory licensing fee levied by cities for the privilege of conducting business within a particular jurisdiction. Business license fees are due and payable prior to commencing business within a particular city or county. Building permits are a one-time fee assessed to review building permits and ensure that a project complies with all the regulations and safety standards set by the local authority. The amount charged by the City excludes impact fees and other development costs, which typically fall under special funds. Transfers-In generally represent areas where Other Funds reimburse the General Fund for their share of costs (ie, staff time, overhead, public safety, etc). Timeshare mitigation fees are collected in accordance with Ordinance 888, and the related Development Agreement(s) for weekly facilities fees associated with the timeshare interests. 40 City of Palm Desert Estimated Revenue FY 2025-26 General Fund Revenue Source FY 2023-24 FY 2024-25 FY 2024-25 FY 2025-26 Sales Tax 25,391,092 23,000,000 24,916,701 24,916,701 1% District Tax - 4,000,000 4,000,000 24,300,000 Transient Occupancy Tax and Short Term Rentals 23,006,598 22,798,500 22,774,332 22,755,000 Property Tax Secured and Unsecured**9,685,707 12,623,089 12,558,552 12,809,723 Franchises (Cable/Gas/Electric/Waste)3,727,659 3,400,000 3,400,000 3,731,710 Timeshare Mitigation Fee*1,789,418 3,465,702 3,465,702 1,903,014 Business License Tax 1,272,190 1,163,000 1,122,955 1,160,000 Transfers-In (Traffic Safety, Parkview, Housing, Cannabis, AD's)737,531 2,680,140 2,680,140 1,902,700 Permits/Fees 3,045,399 2,992,998 3,133,013 3,696,439 State Payments (VLF, Parking Bail, MV lieu)5,487,064 5,739,780 6,091,261 5,891,000 Interest and Rents 6,903,203 5,362,329 5,149,193 5,256,000 Reimbursements and Other Revenue 3,141,718 1,968,682 1,318,655 1,421,531 Totals General Fund 84,187,579$ 89,194,220$ 90,610,504$ 109,743,818$ Prop. A Fire Tax FY 2023-24 FY 2024-25 FY 2024-25 FY 2025-26 Structural Fire Tax 11,402,490 11,402,490 13,045,657 13,045,657 Prop. A. Fire Tax (Special Assessment)2,154,150 2,474,050 2,474,050 2,523,531 6,376,239 4,350,000 5,843,101 4,500,000 Interest Income 869,368 500,000 500,000 250,000 Transfers In from General Fund 4,600,000 5,000,000 4,600,000 10,150,000 Fire Reserves - - - - Totals Fire Tax Fund 25,402,247$ 23,726,540$ 26,462,808$ 30,469,188$ Total Revenue Fire and General Fund 109,589,826$ 112,920,760$ 117,073,312$ 140,213,006$ * Includes gross TOT received from operations. TOT rebates are reported as expenditures. Eye of the Wind, by Nico Meyer 41 GENERAL FUND EXPENDITURE SUMMARY BY DEPARTMENT FY 2025-26 Proposed Budget 109,424,005 Department Grand Total 42 GENERAL FUND FINANCIAL FORECAST During the City’s Budget Study Session, the General Fund Financial Forecast is presented which projects the revenues, expenditures, and fund balance over a specified period. This helps support the long-term planning of non-recurring capital projects with the idea that goals and objectives are subject to change in the future. Projections reflect current expenditures outpacing the growth in revenue in the next five years. The impact to Fund Balance over time may be dramatic, if new revenue resources are not identified to meet the community’s growing needs. During the FY 2025-26 Budget Study Session, staff presented a Ten-Year Cash Flow scenario to City Council to provide decision points and possible options given all the intended projects and anticipated operations. $0 $50,000,000 $100,000,000 $150,000,000 FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 General Fund Five Year Forecast Estimated Revenue Estimated Expenditures Est. General Fund Bal Linear (Estimated Revenue)Linear (Estimated Expenditures) FY 2025-26 TEN-YEAR FORECAST FY 2025-26 FY 2026-27 FY 2027-28 FY 2028-29 FY 2029-30 FY 2030-31 FY 2031-32 FY 2032-33 FY 2033-34 FY 2034-35 Estimated Revenue 85,443,818 88,007,133 90,647,347 93,366,767 96,167,770 100,976,158 106,024,966 111,326,215 116,892,525 122,737,152 Measure G 24,000,000 24,336,000 24,822,720 25,567,402 26,334,424 27,124,456 27,938,190 28,776,336 29,639,626 30,528,815 Combined GF Revenue 109,443,818 112,343,133 115,470,067 118,934,169 122,502,194 128,100,615 133,963,156 140,102,550 146,532,151 153,265,966 Estimated Expenditures 88,133,546 92,540,223 97,167,234 101,053,924 105,096,081 109,299,924 113,671,921 118,218,798 122,947,550 127,865,452 Tfer out for Measure G Projects (detailed below)13,247,482 7,302,909 4,802,832 3,130,245 106,113 808,691 1,579,555 2,423,605 2,474,673 2,474,673 Tfer out for Measure G Fire Ops 7,750,000 12,500,000 13,500,000 14,750,000 16,500,000 17,160,000 17,846,400 18,560,256 19,302,666 20,074,773 Combined GF Expenditures 109,131,028 112,343,132 115,470,066 118,934,168 121,702,194 127,268,615 133,097,876 139,202,659 144,724,889 150,414,898 Revenue over (under) expenditures 312,790 0 0 0 800,000 832,000 865,280 899,892 1,807,262 2,851,069 Est. General Fund Balance 99,435,127 99,747,917 80,050,826 52,853,658 50,378,985 48,810,425 47,976,443 47,946,605 48,795,429 50,602,691 Unfunded Requests (from Reserve)(13,247,482) (27,000,000) (32,000,000) (2,474,673) (2,474,673) (2,474,673) (2,474,673) (2,474,673) (2,474,673) (2,474,673) New Library ($30M) $20M RDA BOND PROCEEDS (6,000,000) Station 33/71 Rehab/Rebuild $23.6M RDA BONDS (2,400,000) North Sphere Community Park ($19M) (15,500,000) North Sphere Regional Park ($30M) (3,000,000) (27,000,000) North Sphere Stormwater - Channel Projects (1,000,000) (8,500,000) (5,000,000) Deferred Facility Maint (from Reserve)(3,847,482) Additional One-Time Appropriations (2,474,673) (2,474,673) (2,474,673) (2,474,673) (2,474,673) (2,474,673) (2,474,673) Est. General Fund Balance 99,747,917$ 80,050,826$ 52,853,658$ 50,378,985$ 48,810,425 47,976,443 47,946,605 48,795,429 50,602,691 53,453,760 Reserve Requirement - Per Current Policy Est. General Fund Bal 99,747,917$ 80,050,826$ 52,853,658$ 50,378,985$ 48,810,425$ 47,976,443$ 47,946,605$ 48,795,429$ 50,602,691$ 53,453,760$ Annual Percentage Funded 131%107%65%63%58%58%57%54%57%58% Non-Spendable (Leave Balances and Trust Accounts)2,888,428 2,888,428 2,888,428 2,888,428 2,888,428 2,888,428 2,888,428 2,888,428 2,888,428 2,888,428 ASSIGNED GF Operating Reserve (25% of Ops)20,477,890 21,092,227 21,724,994 22,376,743 23,048,046 23,739,487 24,451,672 25,185,222 25,940,778 26,719,002 COMMITTED GF Emergency Reserve (20% of GF Revenue)21,888,764 22,468,627 23,094,013 23,786,834 24,500,439 25,620,123 26,792,631 28,020,510 29,306,430 30,653,193 Liability Reserve ($4M)4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 4,000,000 Emplymnt Bene Reserve (50% for PERS chg in Disc Rate)11,070,207 11,180,909 11,292,718 11,405,645 11,519,701 11,634,898 11,751,247 11,868,760 11,987,448 12,107,322 Other Fund Stability Reserve (equal to 25% T-fer Out)6,804,867 7,009,013 7,219,283 7,435,862 7,658,938 7,888,706 8,125,367 8,369,128 8,620,202 8,878,808 Facility Reserve 3,068,763 606,172 3,991,291 1,638,365 3,547,008 CIP Reserve 2,983,399 2,339,620 3,859,591 2,779,441 3,444,624 3,570,674 3,013,846 6,072,596 3,021,450 3,536,723 Equip Replacement Reserve (100% of hist cost of assets)2,967,611 3,056,639 3,148,338 3,242,789 3,340,072 3,440,274 3,543,483 3,649,787 3,759,281 3,872,059 Total Required Reserve 76,149,929 74,641,634 81,218,656 79,554,106 83,947,256 82,782,590 84,566,675 90,054,433 89,524,019 92,655,539 Est. Unassigned/Overassigned Fund Balance 23,597,988 5,409,192 (28,364,998) (29,175,121) (35,136,831) (34,806,148) (36,620,069) (41,259,004) (38,921,328) (39,201,779) *Last 7 years Ops Actual Expenditures YOY average 7% growth annually…Actual Revenues YOY average 5% growth annually **FY 2025-26 PW Deferred Maint projects included $10.135M in appropriations that are not included in the budget and will be requested throughout the FY from Fund Balance. 43 GENERAL FUND FINANCIAL FORECAST The approval of the 1% district tax by voters in November 2024 (Measure G) provides additional revenue reflected above to manage current and future anticipated costs in order maintain expected service levels and provide additional amenities desired by the community. To ensure funds are allocated to the priorities identified by the community during outreach efforts, a five-year spending plan was developed and is being used to guide budget requests for use of the funds. The spending plan is reviewed by the Finance Committee for adherence on a quarterly basis. 44 DEPARTMENT BUDGET SUMMARIES 45 CITY MANAGER’S OFFICE 46 Presented energy infrastructure options for the north sphere in partnership with Imperial Irrigation District, with the City Council directing staff to proceed with the partnership solution. Secured City Council authorization to implement Measure G’s spending priorities following its passage, which included hiring additional police officers, expanding Public Works staff, and advancing the construction of Fire Station 102. Facilitated the transition to a five-district electoral system and successfully eliminated ranked choice voting for future municipal elections. Facilitated the elections for Districts 1, 2, and 3 and the Measure G Sales Tax Initiative Launched the Employee Wellness Program with the October Walking Challenge, encouraging employees across departments to connect, establish healthy habits, and foster a fun and engaging work environment. The challenge resulted in City employees collectively walking over 15 million steps in October. Promoted 29 employees, completed 28 recruitments, and onboarded 41 new employees, including new library staff. 1. Citywide operations and implementation of City Council goals and priorities. 2. Evaluate services and projects to increase efficiency, effectiveness, and community satisfaction. 3. Continue to modernize internal systems to support service delivery 4. Continue to identify grant opportunities. 5. Records management improvement project to improve online access to City Council official records 6. Software enhancements to improve Board and Commission member and agenda management 7. Records management policy updates and citywide training on records retention and destruction 8. Assist in the implementation of a modern and efficient HRIS, increasing efficiency, integrating information, automating processes, and reducing redundant tasks Department Accomplishments Department Goals & Objectives 47 CITY MANAGER DEPARTMENT Performance Measures *Performance measures are for Divisions under the City Manager Department Performance Measures Dept Goal Division FY 2023-24 Actuals FY 2024-25 Actual FY 2025-26 Target FY 2026-27 Target 48 City Council Personnel Count - 5 Total Budget - $444,086 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Danseur, by Jean-Louis Corby 49 CITY COUNCIL DIVISION 1104110 Mayor City Councilmember City Councilmember City Councilmember Organization Chart Mayor Pro Tem Palm Desert Residents City Staff 50 CITY COUNCIL DIVISION 1104110 Narrative The City Council is the elected legislative body of the City of Palm Desert and is comprised of five members elected by-district to four-year terms with the Mayor selected from amongst the members to serve a one-year term on a rotation basis. The City Council represents the residents of Palm Desert, analyzes, and approves all laws and policies, authorizes all expenditures through the budget, and directs the administration of the City Government through the City Manager. Regular City Council meetings are typically held on the 2nd and 4th Thursday of each month. In addition, the City Council also serves as the Board of the Successor Agency to the Palm Desert Redevelopment Agency, Financing Authority, Housing Authority, and Library Board of Trustees. 51 CITY COUNCIL DIVISION 1104110 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4110 City Council 4101000 Meeting Compensation 158,043 148,293 187,803 4111500 Retirement Contribution 20,288 19,383 22,994 4111600 Medicare Contrb - Employer 2,714 2,150 2,723 4111700 Retiree Health 1,226 1,186 1,499 4112000 Ins Prem - Long Term Disab.124 733 928 4112100 Ins Prem - Health 79,910 106,267 140,436 4112200 Ins Prem - Dental/Vision 4,150 5,972 7,111 4112400 Ins Prem - Life 378 252 318 4112500 Workers' Compensation 2,109 1,415 1,774 4309000 Prof - Other 8,077 11,000 11,000 4311500 Mileage Reimbursement 3,000 4,500 4,500 4312000 Conf- Seminars - Workshops 16,620 24,500 22,000 4312500 Local Meetings 3,468 9,500 11,500 4211000 Office Supplies 1,180 1,500 1,500 4219000 Supplies - Other 951 4,500 4,500 4306000 Volntr Rec/Special Events - - 2,000 4306300 Committee/Commission - - 12,000 4362000 Subscriptions/Publication -750 750 4363000 Dues 100 1,000 1,000 4365000 Telephones 3,425 4,000 4,250 4366000 Postage & Freight 205 500 500 4388000 Cntrb - Various Agencies -2,000 2,000 4404000 Cap - Office Equipment -1,000 1,000 4110 Total 305,968 350,401 444,086 52 City Clerk Personnel Count - 8 Total Budget - $1,339,972 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Balance, By William Disbro 53 CITY CLERK DIVISION 1104111 Organization Chart City Manager Executive Assistant Director of Human Resources Records Coordinator Senior Deputy Clerk (3) Assistant City Clerk Senior Admin Assistant City Clerk Receptionist Human Resources Analyst I/II (2) HR Specialist Assistant City Manager Management Analyst I/II Management Aide I/II 54 CITY CLERK DIVISION 1104111 Narrative The City Clerk’s Office serves the public and all City departments through the administration of legislative processes, boards and commission program, election services, and records management. The City Clerk’s Office is responsible for maintaining the City’s Municipal Code, contract processing, legal noticing, administering municipal elections, and serving as the filing officer for campaign finance statements, statements of economic interest, and other Fair Political Practices Commission (FPPC) required documents. 55 CITY CLERK DIVISION 1104111 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4111 City Clerk 4100100 Salaries - Full Time 719,800 756,298 845,390 4100200 Salaries - Overtime 4,899 5,000 - 4111500 Retirement Contribution 92,915 98,327 102,976 4111600 Medicare Contrb - Employer 10,458 10,957 12,238 4111700 Retiree Health 11,341 12,129 18,009 4111800 Employer 457 Contribution 1,200 1,200 6,400 4112000 Ins Prem - Long Term Disab.2,582 3,736 4,173 4112100 Ins Prem - Health 155,676 163,437 172,488 4112200 Ins Prem - Dental/Vision 11,126 11,805 11,347 4112400 Ins Prem - Life 1,403 1,277 1,426 4112500 Workers' Compensation 7,807 7,219 7,845 4301150 Prof - Engineering Svcs - - 4300300 Prof -Temporary Part -Time - - 7,500 4300400 Prof -Temporary Full -Time 14,853 - 4309000 Prof - Other 11,866 20,000 20,000 4321000 Req Legal Advertising 36,857 50,000 50,000 4333000 R/M - Office Equipment -1,000 - 4311500 Mileage Reimbursement 1,156 1,000 500 4312000 Conf - Seminars - Workshops 14,812 12,000 8,500 4312500 Local Meetings 400 600 600 4211000 Office Supplies 2,592 4,000 4,000 4306000 Volntr Rec/Special Events -2,000 - 4306300 Committee/Commission 12,240 12,000 - 4361000 Printing/Duplicating 12,743 4,000 54,000 4362000 Subscriptions/Publication 1,234 2,000 2,000 4363000 Dues 2,215 5,800 3,500 4364000 Filing Fees -100 100 4365000 Telephones 1,400 2,980 2,980 4366000 Postage & Freight 761 4,000 4,000 4369500 Misc Expenses - - 4404000 Cap - Office Equipment 2,108 - - 4111 Total 1,134,445 1,192,865 1,339,972 56 City Manager Personnel Count - 5 Total Budget - $1,098,095 Funding Source - General Fund F Y 2 0 2 5 / 2 6 “C’ is for Cat, By Anna LaRose 57 City Manager Executive Assistant Director of Human Resources Records Coordinator Senior Deputy Clerk (3) Assistant City Clerk Senior Admin Assistant City Clerk Receptionist Human Resources Analyst I/II (2) HR Specialist Assistant City Manager Management Analyst I/II CITY MANAGER DEPARTMENT 1104130 Organization Chart * Other Division Management Aide I/II 58 CITY MANAGER DEPARTMENT 1104130 Narrative Under the direction of the City Council, the City Manager serves as the City’s chief executive officer and oversees the coordination and implementation of Council-established policies and programs, while providing information to assist the Council with its decision-making process. The City Manager is responsible for enforcing Palm Desert’s Municipal Code, advancing City Council Goals, and verifying the faithful observance of City franchises, contracts, and permits. The City Manager is also responsible for the organization of municipal offices and positions, to ensure the effective and efficient conduct of municipal business. In addition to providing leadership and direction to City departments, the City Manager oversees the preparation of Palm Desert’s annual budget, serves as the executive director of the Successor Agency to the Palm Desert Redevelopment Agency and Palm Desert Housing Authority, and responds promptly to inquiries and requests from residents and business owners. The City Manager’s Department is responsible for a variety of municipal priorities and programs including social services, emergency management, grants, and legislative affairs. 59 CITY MANAGER DEPARTMENT 1104130 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4130 City Manager 4100100 Salaries - Full Time 1,188,934 990,258 776,210 4100200 Salaries - Overtime 603 -1,000 4111500 Retirement Contribution 141,588 127,759 94,159 4111600 Medicare Contrb - Employer 17,334 14,245 11,239 4111700 Retiree Health 47,140 25,001 19,640 4111800 Employer 457 Contribution 5,150 4,800 6,000 4112000 Ins Prem - Long Term Disab.2,831 4,857 3,817 4112100 Ins Prem - Health 113,363 110,442 95,634 4112200 Ins Prem - Dental/Vision 9,915 10,440 8,397 4112400 Ins Prem - Life 1,772 1,656 1,302 4112500 Workers' Compensation 8,274 11,787 7,547 4301150 Prof - Engineering Svcs 1,000,963 700,000 - 4309000 Prof - Other 29,610 30,000 30,000 4311500 Mileage Reimbursement 137 500 500 4312000 Conf - Seminars - Workshops 10,120 18,000 18,000 4312500 Local Meetings 1,356 4,000 4,000 4312600 Local Mtg-Monthly Cm Mtg - - - 4211000 Office Supplies 246 400 400 4219100 Disaster/Emerg - - - 4363000 Dues 4,650 19,000 10,000 4365000 Telephones 3,775 3,000 4,000 4366000 Postage & Freight 61 200 200 4369500 Misc Expenses 494 700 1,050 4403000 Cap - Autos/Vehicles - - - 4404000 Cap - Office Equipment 6,752 -5,000 4130 Total 2,595,067 2,077,045 1,098,095 60 Human Resources Personnel Count - 4 Total Budget - $1,145,871 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Finder’s Keepers, By Rosalind Cook 61 HUMAN RESOURCES DIVISION 1104154 Organization Chart * Other Division City Manager Executive Assistant Director of Human Resources Records Coordinator Senior Deputy Clerk (3) Assistant City Clerk Senior Admin Assistant City Clerk Receptionist Human Resources Analyst I/II (2) HR Specialist Assistant City Manager Management Analyst I/II Management Aide I/II 62 HUMAN RESOURCES DIVISION 1104154 Narrative Human Resources Division strives to develop and implement effective human resource management strategies and programs to attract, develop, and retain employees who are empowered to deliver quality municipal services to the community. The Division serves as a strategic partner throughout all City departments to ensure they have the tools and resources necessary to successfully achieve the City’s goals and priorities through providing policy guidance and acting as an internal consultant on human resources-related issues; implementing the recruitment and development of City employees; maintaining an equitable and competitive salary and benefits structure; organizing and leading professional development opportunities; and striving to promote and maintain a positive labor relations climate between the Palm Desert Employees Organization and the City. The Human Resources Division also oversees risk management, which helps to ensure a safe working environment for all employees. 63 HUMAN RESOURCES DIVISION 1104154 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4154 Human Resources 4100100 Salaries - Full Time 451,528 495,093 535,456 4100200 Salaries - Overtime 327 1,000 1,000 4119100 Tuition Reimbursement -15,000 15,000 4111500 Retirement Contribution 59,606 64,324 65,235 4111600 Medicare Contrb - Employer 6,512 7,169 7,755 4111700 Retiree Health 9,481 10,952 11,844 4111800 Employer 457 Contribution 2,900 3,600 3,600 4112000 Ins Prem - Long Term Disab.1,578 2,445 2,644 4112100 Ins Prem - Health 95,286 102,409 111,716 4112200 Ins Prem - Dental/Vision 6,594 6,816 7,493 4112400 Ins Prem - Life 838 835 900 4112500 Workers' Compensation 5,851 4,725 5,058 4303600 Prof-Temp Help City-Wide -45,000 - 4305600 Medical Annual/New Employ 4,226 6,000 6,000 4309000 Prof - Other 50,648 112,000 118,000 4321500 Other Advertising 949 1,000 1,000 4311500 Mileage Reimbursement 470 3,500 3,500 4312000 Conf - Seminars - Workshops 1,391 6,000 6,000 4312101 City Wide Training 150,111 156,000 145,000 4312500 Local Meetings 3,206 - - 4211000 Office Supplies 807 5,000 5,000 4219000 Supplies-Other 8,446 12,300 12,300 4309501 Prof-Emp Recog Program 33,263 37,000 60,600 4362000 Subscriptions/Publication 468 500 500 4363000 Dues 5,310 7,500 8,000 4365000 Telephones 1,510 960 1,920 4366000 Postage & Freight 173 350 350 4391500 Employee Safety 3,316 10,000 10,000 4154 Total 904,796 1,117,478 1,145,871 64 Legislative Advocacy Personnel Count - 0 Total Budget - $36,000 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Desert Bloom, By Greg Reiche 65 LEGISLATIVE ADVOCACY DIVISION 1104112 Narrative The City of Palm Desert contracts with lobbyist firms for legislative advocacy efforts, including guidance and support on legislative matters, and representation before the State legislature and federal government. As a member of the League of California Cities (LOCC), the City of Palm Desert also receives state legislative and ballot measure advocacy support. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4112 Legislative Advocacy 4309000 Prof - Other 33,000 40,845 36,000 4112 Total 33,000 40,845 36,000 66 Elections F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $14,500 Funding Source - General Fund Ascension, By Brian Carlson 67 ELECTIONS DIVISION1104114 Narrative The City of Palm Desert conducts their General Municipal Election in November of even- numbered years, consolidated with the Statewide General Election held on the same date. The next election is scheduled for November 2026, to fill two seats on the City Council. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4114 Elections 4309000 Prof - Other 122,634 157,500 5,000 4321000 Req Legal Advertising 628 5,000 5,000 4312000 Conf - Seminars - Workshops - - 4,000 4312500 Local Meetings -2,000 - 4211000 Office Supplies 769 500 500 4114 Total 124,031 165,000 14,500 68 Legal F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $968,962 Funding Source - General Fund Messenger of the Puul, By Curt Mattson 69 LEGAL DIVISION 1104120-4121 Narrative The City of Palm Desert has a designated City Attorney selected from within a selected firm that represents the City in general matters of municipal law. The City Attorney is not an employee of the City and serves as legal advisor on all types of matters pertaining to the City’s business, including laws relating to the City’s operations. Many of the City Attorney’s routine duties are provided under an annual retainer. These include, attending city council and planning commission meetings, responding to staff and elected officials on general matters of the City as well as drafting basic resolutions, ordinances, and routine contracts. Other services are provided on contracted hourly rates including litigation services, employment practices and services, development agreement reviews, etc. The City also contracts with various independent law firms to provide legal services for matters where a specific area of expertise is necessary. These include litigation, employment practices and services, land development agreements, subdivision reviews, bond financing and compliance, and compliance requirements for redevelopment related wind-down. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4120-4121 Legal 4301500 Prof - Legal 746,517 639,610 936,962 4301600 Prof - Employee Law Service 32,610 31,500 32,000 4120-4121 Total 779,127 671,110 968,962 70 Police Services F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $28,373,878 Funding Source - General Fund Lily Pad, By Michael Todd 71 POLICE SERVICES DIVISION 1104210 Narrative The City of Palm Desert contracts with the Riverside County Sheriff’s Department for police services. The Palm Desert Police Department is dedicated to providing citizens, businesses, and visitors in Palm Desert with a safe and pleasant environment in which to live, work, and enjoy city amenities. The Department carries out this mission with professionalism, dependability, and integrity. The Police Department employs a pro-active approach to policing that utilizes a multitude of Community Oriented Policing approaches including an emphasis on prevention, focused enforcement efforts, technology systems serving as force multipliers and the setting of specific goals. Within its five designated “beat” areas, the Police Department’s basic patrol function is supported by a variety of special teams including the Special Enforcement Team, Business District Team, Burglary Suppression Unit, Traffic Enforcement Team, and by participation in regional task forces. 72 POLICE SERVICES DIVISION1104210 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4210 Police Services 4309203 ContSvcs Dedicated Team -8,712,473 10,999,409 4309204 ContSvcs Police OT -768,750 200,000 4309205 ContSvcs Police Prof Other -371,424 - 4309206 ContSvcs Police ALPR -335,000 291,500 4304000 Prof - Police Service Cntr 20,715,801 11,786,055 15,404,178 4304200 Police Service Contingency 68,153 140,000 - 4334000 R/M - Motor Vehicles - Fleet 42,725 77,000 32,000 4217000 Supply - Automotive - Gas 24,459 19,200 19,200 4390400 Police Reoccurring Operational 57,888 75,000 1,427,591 4210 Total 20,909,026 22,284,902 28,373,878 73 Community Safety F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $220,084 Funding Source - General Fund Reminiscing, By John Kennedy 74 COMMUNITY SAFETY DIVISION 1104211 Narrative The Community Safety budget addresses three key quality of life issues in the City. Under this budget is the Citizens on Patrol (COPS) program and funding for school crossing guards. Citizens on Patrol provide a critical service as the eyes and ears of the Palm Desert Police Department. The City also provides financial assistance to the Desert Sands Unified School District to manage a School Crossing Guard Program and ensure this essential community service continues at the City’s elementary and middle school locations, where students regularly cross the roadway. 75 COMMUNITY SAFETY DIVISION 1104211 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4211 Community Safety 4309000 Prof - Other -5,000 4,304 4309201 School Crossing Guards 69,078 60,000 80,000 4311500 Mileage Reimbursement 217 3,000 2,780 4312000 Conf - Seminars - Workshops -15,000 4,800 4312500 Local Meetings -3,000 3,000 4219000 Supplies - Other -10,000 10,000 4219100 Disaster/Emerg 1,796 -75,000 4306001 Citizens on Patrol 31,390 35,000 40,000 4363000 Dues -100 200 4211 Total 102,481 131,100 220,084 76 Animal Regulation F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $620,000 Funding Source - General Fund Recycle, By John Branstetter 77 ANIMAL REGULATION DIVISON 1104230 Narrative The City of Palm Desert contracts with the Riverside County Department of Animal Services (County) to provide animal control and shelter services for the purpose of safeguarding the health and safety of the pet population of the City. The contract with the County provides for the control of dogs, cats and other domestic animals. Services that are provided include sheltering of lost or abandoned pets at various shelters throughout the Valley, and other issues such as animal dog licensing, vicious and barking dog problems, and dogs loose in public places. Palm Desert residents with proof of residency are eligible to receive reimbursements for vaccinating, adopting, and spaying or neutering their pets. Reimbursements are available for up to four animals per household per year. Pets must be adopted from the Coachella Valley Animal Campus or any other approved nonprofit organization within the City. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4230 Animal Regulation 4309000 Prof - Other 365,846 400,000 600,000 4388400 Animal Resourse Adopt (1,758) 10,000 20,000 4230 Total 364,088 410,000 620,000 78 FINANCE 79 Department Goals & Objectives Department Accomplishments Received the Government Finance Officers Association (GFOA) Distinguished Budget Presentation Award for the FY 2024-25 Annual Comprehensive Financial Report. Received the GFOA award for the 2022-23 Annual Comprehensive Financial Report (ACFR). Received the California Society of Municipal Finance Officers (CSMFO) award for the FY 2024-25 Annual Comprehensive Financial Report. Led community outreach, education efforts, and secured approval of Measure G, a one-cent sales tax initiative. Assisted partners in implementing the new Library POS system and restructuring operations at the Aquatic Facility. Initiated the transition to Workday, the City’s new Enterprise Resource Planning (ERP) system for finance and payroll management. Facilitated bond issuance for the next phase of infrastructure development at University Park. 1.Implement Enterprise Resources Planning (ERP) System. 2. Investment Policy Update for CMTA Cert. 3.KPI Development, Measurement, and continued Process Improvement. 4.Continued facilitation of training for all city staff. 5. Continued risk assessment as it pertains to purchasing and contracts. 6. Clariti Go Live in 2026 7. Business License Implementation 8. Continue to demonstrate strong integrity and stewardship of City resources. 9. Continue to assist departments with satisfactory IT requests. 80 FINANCE DEPARTMENT Performance Measures *Performance measures are for Divisions under the Finance Department Performance Measures Dept Goal Division FY 2023-24 Actuals FY 2024-25 Actual FY 2025-26 Target FY 2026-27 Target 81 Finance Personnel Count - 17 Total Budget - $2,972,640 Funding Source - General Fund F Y 2 0 2 5 / 2 6 F Y 2 0 2 5 / 2 6 Sunburst, By Donald Gialanella 82 Director of Finance Deputy Director of Finance Deputy Director of Finance Finance Supervisor Senior Biz Systems EnterpriseAccounting Supervisor Information Systems Manager Senior GIS Admin Senior Information Systems Admin Cyber Security Officer Senior Management Analyst (2) Accountant (3) Organization Chart FINANCE Housing Manager Analyst Biz Systems Enterprise Senior Admin Assistant (2) Management Analyst I/II (2) Management Aide I/II Payroll Coordinator Accounting Technician I/II (2) DEPARTMENT 1104150 83 FINANCE DEPARTMENT 1104150 Narrative The Finance Department is responsible for the financial management, purchasing, and accounting functions of the City and its related entities. This includes the budget, investments, cash management, payroll, cash receipts, accounts payable, debt management, general ledger, financial statements, and audits. The City uses the modified accrual and accrual basis for government accounting and oversees, in excess of, 50 different funds. These include the General Fund, Capital Project Funds, Special Revenue Funds (assessment districts and landscape lighting districts), Debt Service Funds, Internal Service Funds and Enterprise Funds. Finance prepares an annual operations budget, as well as a five-year capital improvement program, with the input from the City Council, City Manager and City Departments. Finance oversees the daily cash management, including managing the availability of cash to pay obligations, recording revenue, and managing short- and long- term investments. The department is also responsible for overseeing the financing for operations and/or capital projects including issuance of debt, refunding debt and the management of debt obligations. Finance processes the weekly accounts payable, bi-weekly payroll, monthly bank reconciliations and journal entries, monthly and annual financial statements and oversees the annual audit. 84 FINANCE DEPARTMENT 1104150 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4150 Finance 4100100 Salaries - Full Time 1,586,969 1,669,677 1,984,490 4100200 Salaries - Overtime 3,706 1,000 4,000 4111500 Retirement Contribution 206,399 216,829 241,299 4111600 Medicare Contrb - Employer 23,128 24,163 28,721 4111700 Retirement Contribution 32,391 35,745 42,610 4111800 Medicare Contrb - Employer 11,644 10,800 15,182 4112000 Retiree Health 5,603 8,239 9,778 4112100 Employer 457 Contribution 258,515 281,327 392,187 4112200 Ins Prem - Long Term Disab.20,993 19,280 28,149 4112400 Ins Prem - Health 3,110 2,812 3,336 4112500 Ins Prem-Dental/Vision 13,594 15,936 18,733 4300300 Ins Prem - Life -1,000 35,000 4309000 Workers' Compensation -100,400 117,000 4311500 Mileage Reimbursement 775 1,500 1,500 4312000 Conf - Seminars - Workshops 16,514 20,000 25,000 4312500 Local Meetings 3,139 2,500 2,000 4211000 Office Supplies 2,209 2,750 2,750 4361000 Printing/Duplicating 6,681 7,500 7,500 4362000 Subscriptions/Publication 1,368 1,300 1,000 4363000 Dues 4,081 6,850 6,500 4365000 Telephones 2,949 3,480 2,905 4366000 Postage & Freight 2,332 2,200 2,000 4404000 Cap - Office Equipment -1,000 1,000 4150 Total 2,206,101 2,436,288 2,972,640 85 Information Technology Personnel Count - 7 Total Budget - $3,928,968 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Urban Tree, By Carlos Basanta 86 Director of Finance Deputy Director of Finance Deputy Director of Finance Finance Supervisor Senior Biz Systems Enterprise Accounting Supervisor Information Systems Manager Senior GIS Admin Senior Information Systems Admin Cyber Security Officer Senior Management Analyst I/II (2) Management Analyst I/II (2) Accountant (3) Organization Chart INFORMATION TECHNOLOGY DIVISION 1104190 * Other Division Biz Systems Enterprise Senior Admin Assistant (2) Payroll Coordinator Accounting Tehnician I/II (2)Management Aide I/II 87 INFORMATION TECHNOLOGY DIVISION 1104190 Narrative The Information Technology (IT) Division is committed to ensuring that IT investments and strategic business technologies deliver the highest possible value to the City of Palm Desert and its constituents. The Division seeks to accomplish this goal by delivering reliable, secure, and transformative technology services. In an ever-changing world of technological advancements, the IT Division is committed to utilizing opportunities to improve services to citizens and employees and providing innovative and cost-effective services. With a focus on increased transparency, eliminating redundancies, and increasing efficiency, the IT Master Plan includes the following key components: •Improvement of online public engagement and communication; •Enhanced constituent services support; •Modernization of information technology infrastructure; •Disaster recovery and business continuity; •Long-range technology planning, including equipment replacement; •Support for numerous critical applications such as permitting & licensing, public safety, and city budgeting; •Evaluation and implementation of key programs that best suit the needs of the city and its constituents. 88 INFORMATION TECHNOLOGY DIVISION 1104190 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4190 Information Technology 4100100 Salaries - Full Time 738,577 888,183 930,123 4100200 Salaries - Overtime 14,235 10,000 - 4111500 Retirement Contribution 94,122 115,543 112,982 4111600 Medicare Contrb - Employer 11,113 12,879 13,452 4111700 Retiree Health 2,206 4,638 6,381 4111800 Employer 457 Contribution 5,050 4,800 6,000 4112000 Ins Prem - Long Term Disab.2,516 4,391 4,579 4112100 Ins Prem - Health 122,690 166,070 167,716 4112200 Ins Prem - Dental/Vision 9,423 12,944 11,805 4112400 Ins Prem - Life 1,417 1,497 1,562 4112500 Workers' Compensation 4,846 8,477 8,785 4309000 Prof - Other 139,518 173,500 212,500 4336000 R&M - Computer 24,954 40,000 40,000 4311500 Mileage Reimbursement 509 400 400 4312000 Conf - Seminars - Workshops 5,522 16,050 15,000 4211000 Office Supplies 362 1,000 1,000 4212000 Supplies-Computer 13,702 25,000 25,000 4342000 Rental - Office Equipment 63,734 69,000 72,000 4362001 Software License 1,651,359 1,693,154 1,852,183 4362000 Subscriptions/Publication 16,093 41,400 1,000 4363000 Dues 585 1,000 1,000 4365000 Telephones 86,161 158,000 150,000 4366000 Postage & Freight -500 500 4390000 Special Programs 741,320 -250,000 4363501 Lease Interest Exp 7,008 -- 4404000 Cap - Office Equipment 25,235 50,000 45,000 4190 Total 3,782,259 3,498,426 3,928,968 89 Audit F Y 2 0 2 5 / 2 6 F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $102,926 Funding Source - General Fund Timepiece, By Mitch Levin 90 AUDIT DIVISION 1104151 Narrative An annual audit is conducted by the City’s’ independent auditors on the City’s financial statements. They review the internal controls, confirm the cash and investments of the City and review the City’s Annual Comprehensive Financial Report. In addition, the auditors perform special audits on required State and Federal single audit compliance, franchise audits and any other audit as directed by either City Council or staff. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4151 Audit 4302000 Prof-Accounting/Auditing 73,473 100,000 102,926 4151 Total 73,473 100,000 102,926 91 General Services F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $5,860,866 Funding Source - General Fund Untitled, By Ross Kellogg 92 GENERAL SERVICES DIVISION 1104159 Narrative The General Services budget includes citywide expenses not attributable to a specific department. These include supplies such as office supplies, copy supplies, computer supplies, letterhead, etc. Generalized services are also included such as telephone system services, copying services, banking service fees, specialized citywide audits (sales tax audits), etc. This budget includes the portion of the annual contribution for the unfunded retirement costs paid as a lump sum and not paid as a percentage of payroll. Other amounts included are participation dues in local, regional and state-wide organizations (League of California Cities, Southern California Association of Governments, Local Agency Formation Commission, Riverside County Economic Development Agency, and Coachella Valley Association of Governments, etc.). 93 GENERAL SERVICES DIVISON 1104159 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4159 General Services 4101500 Retirement Contribution 2,680,167 3,625,375 4,133,262 4111500 Retirement Contribution 77,802 - 4112500 Workers' Compensation 3,192 - - 4302200 Prof-Banking - - 83,800 4309000 Prof - Other 680,706 597,500 955,802 4309300 Prof - Other Admn Expenses 142,567 500,000 500,002 4311500 Mileage Reimbursement 832 - - 4312500 Local Meetings 450 - - 4211000 Office Supplies 10,402 12,000 6,000 4219100 Disaster/Emerg 4,443,586 -1,000 4342000 Rental-Office Equipment 6,698 10,000 8,000 4361000 Printing/Duplicating 2,062 4,000 3,000 4363000 Dues 159,173 158,000 116,000 4364800 Sb2557/County Admin Fees 34,591 60,000 43,000 4365000 Telephones 955 1,000 1,000 4404000 Cap - Office Equipment 382 50,000 10,000 4159 Total 8,243,563 5,017,875 5,860,866 94 Insurance F Y 2 0 2 5 / 2 6 F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $1,350,634 Funding Source - General Fund Giraffe, By William Allen 95 INSURANCE 1104191-4192 Narrative The City of Palm Desert pays the actual cost of unemployment to the State of California for terminated employees. Risk Management is an internal service for City Departments that protects the City's assets and ability to provide services by reducing its exposure to the financial impact of claims, lawsuits, and employee injuries. The City of Palm Desert belongs to the California Joint Powers Insurance Authority (JPIA), one of the largest municipal self-insurance pools in the State. The California JPIA works with its members to reduce the frequency and severity of claims by providing liability protection from losses and lawsuits and ongoing staff educational opportunities. Identifying and managing risk is a citywide responsibility and is one component of governance. Identifying and proactively addressing risks and opportunities for improvement, the City of Palm Desert endeavors to protect the interests of the public and create value for all stakeholders. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4191-4192 Insurance 4112600 Unemployment Insurance-State 13,253 10,000 10,000 4309000 Prof - Other -5,000 5,000 4371000 Liab & Property Damage 991,648 1,249,623 1,335,634 4191-4192 Total 1,004,901 1,264,623 1,350,634 96 Interfund Transfers F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $27,704,573 Funding Source - General Fund Palm Desert City Entry, By Michael Watling 97 INTERFUND TRANSFERS DIVISION 1104199 Narrative Included in this budget are transfers from the General Fund to other funds for both specific expenses and shortfalls in other funds. These include expenses such as reimbursement for city costs to manage a restricted fund such as landscape and lighting district administration as well as the difference between the amount collected in a special fund and services provided (e.g. fire services, aquatic center operations, etc. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4199 Interfund Transfers 4501000 Inter-Fund Transfers Out 10,372,495 11,990,324 27,704,573 4199 Total 10,372,495 11,990,324 27,704,573 98 Contributions F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $1,780,135 Funding Source - General Fund Swirly Girl (Female Superhero), By Karen Barone 99 CONTRIBUTIONS DIVISION 1104800 Narrative The contributions budget covers a few different ways the City provides support to non-profit agencies or groups that provide services to the community. Outside Agency funding provides assistance to non-profit agencies or groups that provide public benefit, public welfare or educational services, prioritizing those directly benefitting the residents of Palm Desert. Each year, the application process begins in January and is open through April. The Outside Agency Funding committee reviews all applications and makes recommendations to the City Council for funding consideration for the upcoming fiscal year. The Committee’s goal is to provide unmet needs and improved services that enhance the quality of life for Palm Desert residents. The contributions budget also covers community event sponsorships including Fashion Week and Food and Wine, 7th Regiment Marine Corp., Student Art and Essay Contest, and various others approved by the City's review committee. 100 CONTRIBUTIONS DIVISION 1104800 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4800 Contributions 4322000 PSDR CVB Funding 510,150 469,000 500,000 4306201 City Sponsored Events 538,483 539,500 540,000 4388000 Cntrb - Various Agencies 60,145 162,445 169,080 4388100 Cntrb - Schools 51,739 52,555 52,555 4388500 Cntrb - Museum 39,235 40,000 40,000 4388600 Cntrb -4,020 12,500 12,500 4389100 Cntrb -Ymca/Youth 56,000 56,000 56,000 4389201 After School Program 150,000 150,000 150,000 4389300 Joslyn Senior Center 246,341 247,025 260,000 4389800 Living Desert Contribution -250,000 - 4800 Total 1,656,113 1,979,025 1,780,135 101 PUBLIC WORKS 102 1. NPDES Program Integration in Cartegraph. 2. Streamline & Standardize Processes 3. Update Ride Share/ Fleet Policy 4. Park Playground Replacement 5. Historical Society ADA Improvements 6. Purchase a Vector Truck 7. New Traffic Management System 8. Wayfinding/Monument Signage. 9. State Building Improvements Completed re-roofing projects at Desert Willow, Fire Station 67, and the State Building. completed Phase II of Traffic Signal Modifications and Upgrades to nine intersections. Completed improvements at Civic Center Dog Park. Initiated Phase III of perimeter landscape improvements at Desert Willow. Completed ADA upgrades at the State Building. Completed improvements at the Palm Desert Aquatic Center including new concrete and seat walls, starting blocks, shade structure lighting, and other upgrades. Initiated development of a five-year Landscape Master Plan Completed grand-funded upgrades to Palma Village Park. Department Accomplishments Department Goals & Objectives 103 PUBLIC WORKS DEPARTMENT Performance Measures *Performance measures are for Divisions under the Public Works Department Performance Measures Dept Goal Division FY 2023-24 Actuals FY 2024-25 Actual FY 2025-26 Target FY 2026-27 Target 104 Public Works Admin Personnel Count - 10 Total Budget - $2,060,447 Funding Source - General Fund F Y 2 0 2 5 / 2 6 F Y 2 0 2 5 / 2 6 Puffed Up Prince, By Gary Lee Price 105 Director of Public Works Deputy Director of Public Works Project Manager Business Operations Manager Senior Project Manager Senior Management Analyst Senior Facilities Specialist PUBLIC WORKS ADMIN DEPARTMENT 1104300 Organization Chart * Other Division Streets Maintenance Supervisor Senior Maintenance Worker Maintenance Worker I/II/III (12) Community Services Manager Public Works Superintendent Management Analyst I/II Landscape Inspector I/II (3) Facilities Specialist Public Works Superintendent Management Analyst I/II (2) Senior Admin Asisstant (2) Admin Assistant I/II Project Manager Traffic Signal Tech I/II (3) Senior Traffic Signal Specialist Office Assistant I/ II 106 PUBLIC WORKS ADMIN DEPARTMENT 1104300 Narrative The Public Works Department oversees the Traffic, Facilities, Streets, and Landscape Divisions. It provides the cost associated with the operation, and maintenance of the City’s streets, sidewalks, storm drains, traffic signals, buildings, parks, and landscaping. Staff also oversee Public Works administration and grants, NPDES Program, vehicle electrification, charging stations, community gardens, and asset management. 107 PUBLIC WORKS ADMIN DEPARTMENT 1104300 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4300 Public Works - Admin 4100100 Salaries - Full Time 1,220,807 1,037,569 1,259,270 4100200 Salaries - Overtime -2,500 2,500 4111500 Retirement Contribution 155,351 134,888 152,841 4111600 Medicare Contrb - Employer 18,114 15,035 18,210 4111700 Retiree Health 9,779 10,611 18,369 4111800 Employer 457 Contribution 11,950 9,600 12,000 4112000 Ins Prem - Long Term Disab.4,129 5,127 6,194 4112100 Ins Prem - Health 212,406 180,299 244,307 4112200 Ins Prem - Dental/Vision 19,200 15,202 18,610 4112400 Ins Prem - Life 2,289 1,751 2,115 4112500 Workers' Compensation 38,121 11,008 11,781 4300300 Prof - Temporary Part-Time 28,091 25,000 20,000 4301000 Prof - Architectural/Eng 33,689 175,000 - 4309000 Prof - Other 92,193 85,000 180,000 4311500 Mileage Reimbursement 1,280 2,500 2,500 4312000 Conf - Seminars - Workshops 13,777 41,000 31,000 4312500 Local Meetings 6,379 11,250 13,750 4211000 Office Supplies 3,680 7,500 7,500 4219000 Supplies - Other -2,500 5,000 4361000 Printing/Duplicating -1,000 1,000 4362000 Subscriptions/Publication 3,142 5,000 8,500 4363000 Dues 7,445 10,000 10,500 4365000 Telephones 9,154 20,000 16,000 4366000 Postage & Freight 774 1,000 1,000 4391500 Employee Safety 5,001 10,000 10,000 4404000 Cap - Office Equipment 537 7,500 7,500 4300 Total 1,897,288 1,827,840 2,060,447 108 Traffic Personnel Count - 5 Total Budget - $1,558,800 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Radiance, By Patricia Vader 109 TRAFFIC DIVISION 1104310 Organization Chart * Other Division Director of Public Works Deputy Director of Public Works Project Manager Business Operations Manager Senior Project Manager Senior Management Analyst Senior Facilities Specialist Facilities Specialist Streets Maintenance Supervisor Senior Maintenance Worker Maintenance Worker I/II/III (12) Community Services Manager Public Works Superintendent Management Analyst I/II Landscape Inspector I/II (3) Public Works Superintendent Management Analyst I/II (2) Senior Admin Asisstant (2) Admin Assistant I/II Project Manager Traffic Signal Tech I/II (3) Senior Traffic Signal Specialist Office Assistant I/ II 110 TRAFFIC DIVISION 1104250 Narrative The Street Light and Traffic Safety Division provides for the repair, maintenance, and utility cost of traffic signals and highway lighting. This Division is also responsible for the maintenance and repair of traffic signals, street signs, safety cones, barricades, and pavement markers. 111 TRAFFIC DIVISION 1104250 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4250 Traffic 4100100 Salaries - Full Time 574,787 567,710 584,660 4100200 Salaries - Overtime 11,485 9,000 15,000 4111500 Retirement Contribution 70,282 73,781 70,966 4111600 Medicare Contrb - Employer 8,704 8,222 8,478 4111700 Retiree Health 3,499 4,055 2,932 4111800 Employer 457 Contribution 4,725 3,600 6,000 4112000 Ins Prem - Long Term Disab.2,138 2,804 2,876 4112100 Ins Prem - Health 106,326 109,938 116,922 4112200 Ins Prem - Dental/Vision 9,872 10,213 10,213 4112400 Ins Prem - Life 1,044 958 981 4112500 Workers' Compensation -5,418 5,522 4309000 Prof - Other 25,000 100,000 75,000 4332500 R/M - Signals 303,763 315,000 380,000 4311500 Mileage Reimbursement -750 500 4312000 Conf - Seminars - Workshops 3,040 18,000 10,750 4219000 Supplies - Other 9,053 5,000 5,000 4351400 Utilities - Electric 232,411 230,000 250,000 4365000 Telephones 4,778 5,500 5,500 4404500 Machinery & Equipment -15,000 7,500 4250 Total 1,370,909 1,484,949 1,558,800 112 Streets Personnel Count - 16 Total Budget - $3,034,199 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Proceed with Caution, By Gary Alsum 113 STREETS DIVISION 1104250 Organization Chart * Other Funds Director of Public Works Deputy Director of Public Works Project Manager Business Operations Manager Senior Project Manager Senior Management Analyst Senior Facilities Specialist Facilities Specialist Streets Maintenance Supervisor Senior Maintenance Worker Maintenance Worker I/II/III (12) Community Services Manager Public Works Superintendent Management Analyst I/II Landscape Inspector I/II (3) Public Works Superintendent Management Analyst I/II (2) Senior Admin Asisstant (2) Admin Assistant I/II Project Manager Traffic Signal Tech I/II (3) Senior Traffic Signal Specialist Office Assistant I/ II 114 STREETS DIVISION 1104310 Narrative The Street Maintenance Division is responsible for all maintenance work along public streets including street and parking lot sweeping, pothole repairs, catch basin and drywell maintenance, concrete sidewalk and curb ramp repairs, right-of-way maintenance, parking lot maintenance, street and bike lane striping, and curb painting. This Division is also responsible for the Citywide Graffiti Removal and Sign Replacement Programs. 115 STREETS DIVISION 1104310 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4310 Streets Maintenance 4100100 Salaries - Full Time 1,090,832 1,199,194 1,429,231 4100200 Salaries - Overtime 59,690 20,000 40,000 4111500 Retirement Contribution 136,099 155,496 173,831 4111600 Medicare Contrb - Employer 16,935 17,322 20,648 4111700 Retiree Health 3,336 3,239 11,138 4111800 Employer 457 Contribution 5,100 7,200 10,800 4112000 Ins Prem - Long Term Disab.4,129 5,906 7,040 4112100 Ins Prem - Health 269,019 327,846 402,585 4112200 Ins Prem - Dental/Vision 22,580 24,061 28,588 4112400 Ins Prem - Life 2,108 2,021 2,409 4112500 Workers' Compensation 32,506 11,445 12,929 4332000 Repair & Maintenance Streets 428,974 592,500 615,000 4391502 Graffiti Program 12,968 15,000 15,000 4311500 Mileage Reimbursement 997 1,000 1,000 4312000 Conf - Seminars - Workshops 16,365 30,000 16,500 4214000 Uniforms 23,977 25,000 25,000 4218000 Small Tools/Equipment - - - 4219000 Supplies - Other 147,384 140,000 145,000 4343000 Construction Equipment 40,111 35,000 35,000 4351000 Utilities - Water 15,080 15,000 15,000 4365000 Telephones 14,094 10,500 17,500 4391001 Holiday Decorations - - - 4404500 Machinery & Equipment 4,978 5,000 10,000 4310 Total 2,347,262 2,642,730 3,034,199 116 Building Maint Personnel Count - 3 Total Budget - $1,211,773 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Extended Expanse, By Jennifer Kapnek 117 BUILDING MAINTENANCE DIVISION 1104340 Organization Chart * Other Division Director of Public Works Deputy Director of Public Works Project Manager Business Operations Manager Senior Project Manager Senior Management Analyst Senior Facilities Specialist Facilities Specialist Streets Maintenance Supervisor Senior Maintenance Worker Maintenance Worker I/II/III (12) Community Services Manager Public Works Superintendent Management Analyst I/II Landscape Inspector I/II (3) Public Works Superintendent Management Analyst I/II (2) Senior Admin Asisstant (2) Admin Assistant I/II Project Manager Traffic Signal Tech I/II (3) Senior Traffic Signal Specialist Office Assistant I/ II 118 BUILDING MAINTENANCE DIVISION 1104340 Narrative The Public Building Operation and Maintenance Division is responsible for the general operation, maintenance, and utilities for 13 City-owned buildings including City Hall, Palm Desert Historical Society Building, and the Joslyn Center. Repairs and maintenance are completed by staff or contract services. Staff under this division also maintain the iHub, Sheriff Training Center, Parkview Office Complex, Henderson Building, Artist Center, Portola Community Center, and Fire Stations. 119 BUILDING MAINTENANCE DIVISION 1104340 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4340 Building Maintenance 4100100 Salaries - Full Time 282,813 426,320 330,075 4100200 Salaries - Overtime 24,359 10,000 30,000 4111500 Retirement Contribution 30,949 55,475 39,910 4111600 Medicare Contrb - Employer 4,804 6,182 4,786 4111700 Retiree Health 820 2,413 4111800 Employer 457 Contribution 2,700 3,600 3,600 4112000 Ins Prem - Long Term Disab.979 2,108 1,617 4112100 Ins Prem - Health 62,356 83,527 67,687 4112200 Ins Prem - Dental/Vision 4,729 8,171 6,128 4112400 Ins Prem - Life 666 719 553 4112500 Workers' Compensation 3,664 3,286 4,004 4309000 Prof - Other 31,130 28,000 33,000 4331000 R/M - Buildings 177,778 262,500 255,000 4332600 Janitorial Services 104,104 115,000 125,000 4311500 Mileage Reimbursement 160 500 500 4312000 Conf - Seminars - Workshops 3,325 13,750 11,000 4213000 Supplies - Janitorial - 4219000 Supplies - Other 55,168 52,000 65,000 4351000 Utilities - Water 6,201 10,000 10,000 4351200 Utilities - Gas 2,954 2,500 3,000 4351400 Utilities - Electric 187,975 200,000 210,000 4365000 Telephones 1,392 3,500 3,500 4404000 Cap - Office Equipment 5,000 5,000 4340 Total 988,206 1,292,958 1,211,773 120 Landscape Services Personnel Count - 6 Total Budget - $3,738,052 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Infinity, By Ray Katz 121 LANDSCAPE SERVICES DIVISION 1104614 Organization Chart * Other Division Director of Public Works Deputy Director of Public Works Project Manager Business Operations Manager Senior Project Manager Senior Management Analyst Senior Facilities Specialist Facilities Specialist Streets Maintenance Supervisor Senior Maintenance Worker Maintenance Worker I/II/III (12) Community Services Manager Public Works Superintendent Management Analyst I/II Landscape Inspector I/II (3) Public Works Superintendent Management Analyst I/II (2) Senior Admin Asisstant (2) Admin Assistant I/II Project Manager Traffic Signal Tech I/II (3) Senior Traffic Signal Specialist Office Assistant I/ II 122 LANDSCAPE SERVICES DIVISION 1104614 Narrative Landscape Services maintains six Landscape Maintenance Areas (LMAs) throughout the City. The LMAs include Parks, landscaped and irrigated areas, trailheads, El Paseo, street medians, Landscape and Lighting Districts, Desert Willow Golf Resort, and Community Gardens. Landscape staff play a key role with the planning of new parks, turf renovations, electrical/lighting, pump stations, the Civic Center lagoon, pest control, fence repairs, playground construction, inspections, and various equipment installations. They also are responsible for managing the City’s urban forest and providing on-going technical and horticultural support to the Palm Desert Housing Authority. Capital Improvement Projects are accomplished by staff and/or contract services. 123 LANDSCAPE SERVICES DIVISION 1104614 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4614 Landscape Services 4100100 Salaries - Full Time 606,572 603,758 639,876 4100200 Salaries - Overtime 10,717 10,000 12,500 4111500 Retirement Contribution 73,564 78,488 78,081 4111600 Medicare Contrb - Employer 10,280 8,745 9,278 4111700 Retiree Health 5,276 6,819 10,203 4111800 Employer 457 Contribution 5,340 5,760 5,760 4112000 Ins Prem - Long Term Disab.2,294 2,982 3,164 4112100 Ins Prem - Health 116,002 128,297 141,277 4112200 Ins Prem - Dental/Vision 9,633 9,978 9,040 4112400 Ins Prem - Life 1,310 1,016 1,079 4112500 Workers' Compensation 8,629 6,051 6,044 4332501 R/M - Others 32,607 35,000 45,000 4337001 R/M - Medians 1,457,125 1,651,500 1,915,000 4392101 Entrada del Paseo 159,333 242,500 295,000 4311500 Mileage Reimbursement 17 1,000 750 4312000 Conf - Seminars - Workshops 735 30,500 22,500 4219000 Supplies - Other 3,302 14,500 13,500 4351000 Utilities - Water 168,189 210,000 215,000 4351400 Utilities - Electric 113,980 75,000 150,000 4365000 Telephones 7,431 10,000 10,000 4390500 Arbor Day 2,536 3,000 5,000 4391001 Holiday Decorations 73,000 96,400 150,000 4614 Total 2,867,872 3,231,294 3,738,052 124 Street Repair & Maint F Y 2 0 2 5 / 2 6 F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $50,000 Funding Source - General Fund Peace Memorial, By Ross Andrews and Marton Varo 125 STREET REPAIR & MAINTENANCE DIVISION 1104311- 4315 Narrative The Street Repair and Maintenance Division provides for the work required to improve street safety, condition, and appearance. Improvements consist of overlays, slurry, seal coats, annual curb and gutter repair, annual cross gutter and sidewalk repair, street paving, and traffic lane striping and markings on all public streets, including Capital Improvement Projects Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4311-4315 Street Repair & Maintenance 4332000 Repair & Maintenance Streets 37,955 250,000 50,000 4311-4315 Total 37,955 250,000 50,000 126 Corp Yard F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $265,000 Funding Source - General Fund Mother and Child Sculpture Garden, By Lisa Reinerston 127 CORP YARD DIVISION 1104330 Narrative The Corporation Yard (Corpyard) provides the cost associated with maintenance, utilities, and permits of the building. The Corpyard houses the City fleet, heavy equipment, fuel tanks, and the offices of the Street and Traffic Maintenance crews. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4330 Corp Yard 4309000 Prof - Other 10,767 12,450 16,750 4331000 R/M - Buildings 98,495 122,500 147,500 4219000 Supplies - Other 13,365 17,000 22,500 4351000 Utilities - Water 7,872 10,000 10,000 4351200 Utilities - Gas 630 1,000 1,000 4351400 Utilities - Electric 31,472 45,000 45,000 4364000 Filing Fees 8,001 6,750 7,250 4404000 Cap - Office Equipment 26,125 41,500 15,000 4330 Total 196,727 256,200 265,000 128 Fleet F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $457,500 Funding Source - General Fund Marfa, Michael Bigger 129 FLEET DIVISION 1104331 Narrative The Auto Fleet/Equipment provides the cost associated for the operation, maintenance, and replacement of the City's fleet of vehicles and heavy equipment. General services and repairs to the fleet are accomplished through contract services and services to the new fleet are covered under manufacturer's warranty. It also provides the cost for the hazardous waste disposal program and fuel usage. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4331 Fleet 4305400 Prof - Hazardous Materials 4,865 12,500 15,000 4334000 R/M-Motor Vehicles - Fleet 233,188 225,000 277,500 4217000 Supply - Automotive - Gas 152,029 150,000 157,500 4404000 Cap - Office Equipment 27,446 25,000 7,500 4331 Total 417,527 412,500 457,500 130 Portola Community Ctr F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $220,500 Funding Source - General Fund Flora, By Ray Katz 131 PORTOLA COMMUNITY CENTER DIVISION 1104344 Narrative The City’s contract partner, Desert Recreation District, oversees the daily operation of the Portola Community Center building, which is leased to various non-profit entities. Public Works staff is responsible for coordinating building maintenance, repairs, landscaping, and payment of all utility services. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4344 Portola Community Center 4309000 Prof - Other 118,963 130,500 132,500 4331000 R/M - Buildings 22,655 48,500 49,000 4219000 Supplies - Other 3 2,500 1,500 4351000 Utilities - Water 5,324 7,500 6,500 4351200 Utilities - Gas 853 1,000 1,000 4351400 Utilities - Electric 19,636 27,500 27,500 4365000 Telephones 2,206 2,250 2,500 4344 Total 169,640 219,750 220,500 132 NPDES F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $260,000 Funding Source - General Fund Champion, By Russell Whiting 133 NPDES – STORM WATER PERMIT DIVISION 1104396 Narrative This Division manages the mandated NPDES/MS4 permit and associated fees for program costs related to storm water run-off. The Municipal Storm Water Program regulates storm water discharges from municipal separate storm sewer systems (MS4s) throughout California. U.S. EPA defines an MS4 as a conveyance or system of conveyances (including roads with drainage systems, municipal streets, catch basins, curbs, gutters, ditches, man-made channels, or storm drains) owned or operated by a State (40 CFR 122.26(b)(8)). Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4396 NPDES 4400100 Capital Project 76,125 350,000 260,000 4396 Total 76,125 350,000 260,000 134 Parks and Recreation Personnel Count - 0 Total Budget - $2,178,000 Funding Source - General Fund Nine Ancestral Feathers, By Adrian Litman 135 PARK AND RECREATION DIVISION 1104610 Narrative Civic Center Park is a 70-acre park located at 43-900 San Pablo Avenue. The largest of Palm Desert's parks. Civic Center Park is the City's recreational showpiece that serves as a popular gathering place for a wide array of public activities and events including summer and fall concerts, and the City's annual Veteran’s Day and Independence Day celebrations. The park is also home to the Palm Desert Aquatic Center, which offers lap swim, recreational swim, water exercise, swim lessons and other programs throughout the year. Park amenities include four baseball fields, three tennis courts, 12 pickleball courts, four volleyball courts, three basketball courts, five picnic pavilions, and more. Desert Recreation District is the City’s contract partner in providing on-call Park Attendants, pavilion and amphitheater reservations, restroom maintenance and park patrol. Maintenance of this park includes landscaping, irrigation, and horticultural activities, electrical/lighting, pump stations, lagoon, pest control, fence repairs, playground inspections, and various equipment upkeep. 136 PARKS AND RECREATION DIVISION 1104610 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4610 Parks and Recreation 4309200 Prof - Contracting 572,496 660,000 630,000 4331000 R/M - Buildings 62,312 77,500 75,000 4332001 RM - Landscaping Services 549,209 743,500 768,500 4332100 Repair Maintenance 142,534 151,500 151,500 4337100 Tri-Cities Sport Facility 92,962 222,000 185,000 4219000 Supplies - Other 12,415 25,000 33,000 4351000 Utilities - Water 98,263 120,000 120,000 4351400 Utilities - Electric 184,003 200,000 200,000 4404500 Machinery & Equipment -15,000 15,000 4610 Total 1,714,192 2,214,500 2,178,000 137 Park Maintenance F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $1,578,500 Funding Source - General Fund Spiral Dance, By Harold Linke 138 PARK MAINTENANCE DIVISION 1104611 Narrative There are 11 parks within the City of Palm Desert, excluding Civic Center Park. They include two regional sports parks – Freedom Park and Hovley Soccer Park, two trailhead parks – Homme Adams and Cahuilla Hills parks, and seven neighborhood parks – Ironwood, Joe Mann, Magnesia Falls, Palma Village, University Park East, University Dog Park, and Washington Charter School Park. These parks host various activities and provide numerous sports facilities. Desert Recreation District is the City’s contract partner in providing on-call Park Attendants, pavilion reservations, restroom maintenance and park patrol. Maintenance of these parks include landscaping, irrigation, and horticultural activities, electrical/lighting, pest control, fence repairs, playground construction, inspections, and various equipment upkeep. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4611 Park Maintenance 4331000 R/M - Buildings 51,083 94,500 73,000 4332001 RM - Landscaping Services 670,240 831,000 885,000 4332501 R/M - Others 103,093 139,000 149,000 4219000 Supplies - Other 30,319 36,500 36,500 4351000 Utilities - Water 180,458 275,000 300,000 4351400 Utilities - Electric 67,875 70,000 75,000 4391000 Community Garden 26,235 41,000 55,000 4404500 Machinery & Equipment -10,000 5,000 4611 Total 1,129,304 1,497,000 1,578,500 139 DEVELOPMENT SERVICES 140 1. Code Updates (Unified Development Code, Hillside Regulations, Downtown Objective Design Standards) 2. Update General Plan Mobility/Circulation Element 3. Virtual Inspection Software Implementation 4. Commercial Business License Inspections 5. Land Management Software Implementation & Training 6.Build in-house Business License Program 7. Implement an Engineering Manual and Design for consistency 8. Updating Building & Safety Division Manual 9.Continuing the “One Stop Shop” Mission Enhanced Short-Term Rental Oversight - updated regulations and implemented new software, significantly reducing complaints by proactively addressing unlicensed rentals. Established Design Standards & Secured Grant Funding - Developed the Multifamily Residential and Mixed-Use Objective Design Standards and successfully obtained grant funding to cover implementation costs. Streamlined Permitting Process- Expanded express permitting for walls, pools, and interior remodels after Q2, cutting staff processing time by an average of 25 hours per month. Improved Customer Experience with E-Trakit - Launched the e-Trakit portal, allowing users to track permits, monitor project status, and make electronic payments. Rebranded the Development Services Center- Transformed the department’s lobby into the “Development Services Center” Optimized Planning Inspections - Developed a standardized planning inspection template for landscaping and architectural reviews, ensuring projects align with approved plans and improving documentation and tracking. Department Goals & Objectives Department Accomplishments 141 COMMUNITY DEVELOPMENT DEPARTMENT Performance Measures *Performance measures are for Divisions under the Community Development Department Total Outreach Contacts (Duplicated)10 Homelessness Services 661 1,355 1,200 1,000 Number of People Housed 10 Homelessness Services 2 23 10 10 Number of People Linked to Shelter 10 Homelessness Services 7 14 7 7 Average number of engagements with un-housed individuals per day 10 Homelessness Services N/A 5 6 6 Avg. Days First Review is Completed - New Construction 9 Building and Safety 6 2 2 2 Number of Available Inspections 9 Building and Safety 15 12 15 13 Avg. Days 1st Review is Completed - Precise Grading 9 Engineering and Land Development 15 19 15 13 Avg. Days to respond to a Complaint 9 Code Enforcement 1 1 1 1 Avg. Days Application is Deemed Complete - Precise Grading 9 Community Development 18 22 15 15 142 Community Development Personnel Count - 12 Total Budget - $2,703,041 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Vortex of Creation, By Ivan Butorac 143 Director of Development Services Deputy Director of Development Services Executive Assistant Management Analyst I/II Code Compliance Officer I/II (6) Management Aide I/II Principal Planner Chief Building Official Code Compliance & Support Services Supervisor Senior Building Inspector Homeless and Support Services Manager Building Inspector II (3) Administrative Assistant I/II Senior Planner Associate Planner I/II (2) Assistant Building Official Permit Technician I/II (3) COMMUNITY DEVELOPMENT DEPARTMENT 1104470 Organization Chart * Other Division Senior Permit Technician Office Assistant II Assistant Planner Planning Technician GIS Analyst Dev. Services Coordinator Management Analyst I/II Administrative Assistant I/II Associate Engineer144 COMMUNITY DEVELOPMENT DEPARTMENT 1104470 Narrative The Development Services Department implements the objectives which are set forth in the City of Palm Desert's Strategic Plan, General Plan, Palm Desert Municipal Code, and Specific Plans to ensure development aligns with the needs and goals of the community. Development Services is comprised of multiple divisions including, Permit Center, Planning, Building and Safety, and Code Compliance. Development Services reviews development proposals to ensure the City's design and development standards, goals, and policies are incorporated into development within the City. Development Services also monitors and inspects new and existing structures and properties to verify they are constructed and maintained at a level acceptable to the community. To deliver these services, the newly renovated lobby has been named the “Development Services Center,” implementing streamlined operations and services to the community. 145 COMMUNITY DEVELOPMENT DEPARTMENT 1104470 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4470 Community Development 4100100 Salaries - Full Time 1,236,550 1,157,481 1,315,383 4100200 Salaries - Overtime 624 5,000 2,500 4111500 Retirement Contribution 158,053 150,597 159,686 4111600 Medicare Contrb - Employer 18,596 16,783 19,019 4111700 Retiree Health 23,710 28,798 26,458 4111800 Employer 457 Contribution 9,300 8,400 11,041 4112000 Ins Prem - Long Term Disab.4,482 5,723 6,470 4112100 Ins Prem - Health 171,061 156,677 186,097 4112200 Ins Prem - Dental/Vision 14,430 12,915 14,734 4112400 Ins Prem - Life 2,766 1,952 2,211 4112500 Workers' Compensation 23,641 11,276 13,992 4300300 Prof -Temporary Part-Time -10,000 - 4300500 Prof - Planners 89,522 650,000 850,000 4309000 Prof - Other 136,555 - - 4311500 Mileage Reimbursement 1,108 2,500 2,500 4312000 Conf - Seminars - Workshops 19,151 27,150 30,000 4312500 Local Meetings 5,897 2,500 1,500 4211000 Office Supplies 2,521 3,000 2,500 4214000 Uniforms 250 - - 4218000 Small Tools/Equipment 213 - - 4306200 Community Recognition 1,173 1,000 1,000 4306300 Committee/Commission -13,500 25,200 4361000 Printing/Duplicating 14,025 5,000 2,500 4362000 Subscriptions/Publication 221 1,000 500 4363000 Dues 2,463 6,000 7,000 4364000 Filing Fees -1,000 - 4365000 Telephones 3,548 15,000 10,250 4366000 Postage & Freight 15,811 5,000 7,500 4404000 Cap - Office Equipment 3,571 15,000 5,000 4470 Total 1,959,242 2,313,252 2,703,041 146 Building and Safety Personnel Count - 7 Total Budget - $1,419,170 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Over the Falls, By Alex Gall 147 BUILDING AND SAFETY DIVISION 1104420 Organization Chart * Other Division Director of Development Services Deputy Director of Development Services Executive Assistant Management Analyst I/II Code Compliance Officer I/II (6) Management Aide I/II Principal Planner Chief Building Official Code Compliance & Support Services Supervisor Senior Building Inspector Homeless and Support Services Manager Building Inspector II (3) Administrative Assistant I/II Senior Planner Associate Planner I/II (2) Assistant Building Official Permit Technician I/II (3) Senior Permit Technician Office Assistant II Assistant Planner Planning Technician Administrative Assistant I/II GIS Analyst Dev. Services Coordinator Management Analyst I/II Associate Engineer148 BUILDING AND SAFETY DIVISION 1104420 Narrative The Building and Safety Division is responsible for building permits, plan review, and inspections. Plan reviewers, building inspectors, and code compliance officers are dedicated to ensuring compliance with applicable state statutes or ordinances and managing programs that will maintain and improve property values and the quality of life within Palm Desert. 149 BUILDING AND SAFETY DIVISION 1104420 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4420 Building and Safety 4100100 Salaries - Full Time 779,367 702,528 860,038 4100200 Salaries - Overtime 5,634 5,000 5,000 4111500 Retirement Contribution 98,694 91,318 104,052 4111600 Medicare Contrb - Employer 11,596 10,177 12,454 4111700 Retiree Health 9,199 6,957 8,566 4111800 Employer 457 Contribution 4,800 4,800 7,200 4112000 Ins Prem - Long Term Disab.2,827 3,470 4,217 4112100 Ins Prem - Health 122,566 118,841 125,701 4112200 Ins Prem - Dental/Vision 10,626 9,762 10,144 4112400 Ins Prem - Life 1,469 1,183 1,438 4112500 Workers' Compensation 21,277 6,705 8,014 4301000 Prof-Architectural/Eng 176,095 300,000 - 4309000 Prof - Other - - 300,000 4311500 Mileage Reimbursement 1,168 2,000 2,000 4312000 Conf - Seminars - Workshops 20,523 22,000 20,000 4312500 Local Meetings 1,075 1,000 1,000 4211000 Office Supplies 288 2,500 2,500 4214000 Uniforms 353 1,200 1,200 4218000 Small Tools/Equipment - 1,000 1,000 4361000 Printing/Duplicating 1,587 8,000 3,000 4362000 Subscriptions/Publication 4,508 5,000 13,500 4363000 Dues 992 1,500 1,000 4365000 Telephones 6,569 10,000 10,250 4366000 Postage & Freight 39 1,000 1,000 4391500 Employee Safety 750 3,000 2,500 4404500 Machinery & Equipment - 2,500 2,500 4420 Total 1,282,003 1,321,441 1,508,274 150 Permit Center Personnel Count - 7 Total Budget - $1,399,650 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Artemis, By Lyle London 151 PERMIT CENTER DIVISION 1104421 Organization Chart * Other Division Director of Development Services Deputy Director of Development Services Executive Assistant Management Analyst I/II Code Compliance Officer I/II (6) Management Aide I/II Principal Planner Chief Building Official Code Compliance & Support Services Supervisor Senior Building Inspector Homeless and Support Services Manager Building Inspector II (3) Administrative Assistant I/II Senior Planner Associate Planner I/II (2) Assistant Building Official Permit Technician I/II (3) Senior Permit Technician Office Assistant II Assistant Planner Planning Technician Administrative Assistant I/II GIS Analyst Dev. Services Coordinator Management Analyst I/II Associate Engineer152 PERMIT CENTER DIVISION 1104421 Narrative The Development Services Center is a one-stop-shop approach for information and city services and dedicated to providing the highest level of customer service both externally and internally. Oversees the routing of plans and coordination of approvals with other divisions and City departments and calculates and collects permit and development related fees. All development service permit applications start in the Development Services Center, are routed appropriately, and issued as quickly as possible. 153 PERMIT CENTER DIVISION 1104421 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4421 Permit Center 4100100 Salaries - Full Time 299,834 581,071 622,356 4100200 Salaries - Overtime 463 500 10,000 4101500 Retirement Contribution - - - 4101600 Medicare Contrb-Employer - - - 4111500 Retirement Contribution 39,365 75,372 75,654 4111600 Medicare Contrb - Employer 4,513 8,397 8,986 4111700 Retiree Health 3,911 1,833 3,335 4111800 Employer 457 Contribution 3,750 6,000 6,600 4112000 Ins Prem - Long Term Disab.1,229 2,863 3,064 4112100 Ins Prem - Health 55,728 112,957 162,254 4112200 Ins Prem - Dental/Vision 5,985 9,300 11,128 4112400 Ins Prem - Life 594 978 1,048 4112500 Workers' Compensation -1,950 5,878 4300300 Prof-Temporary Part-Time --- 4309000 Prof - Other 104,000 135,000 470,000 4309300 Prof-Other Admn Expenses - - - 4311500 Mileage Reimbursement 131 800 800 4312000 Conf - Seminars - Workshops 4,025 8,500 13,497 4312500 Local Meetings - - 500 4211000 Office Supplies 1,858 3,000 2,500 4214000 Uniforms -500 - 4218000 Small Tools/Equipment --- 4363000 Dues 71 600 600 4365000 Telephones 1,653 1,500 1,250 4366000 Postage & Freight -200 200 4421 Total 527,111 951,321 1,399,650 154 Code Enforcement Personnel Count - 9 Total Budget - $1,508,274 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Ode to Calder II, By CJ Rench 155 CODE ENFORCEMENT DIVISION 1104422 Organization Chart * Other Division Director of Development Services Deputy Director of Development Services Executive Assistant Management Analyst I/II Code Compliance Officer I/II (6) Management Aide I/II Principal Planner Chief Building Official Code Compliance & Support Services Supervisor Senior Building Inspector Homeless Support Services Manager Building Inspector II (3) Administrative Assistant I/II Senior Planner Associate Planner I/II (2) Assistant Building Official Permit Technician I/II (3) Senior Permit Technician Office Assistant II Assistant Planner Planning Technician Administrative Assistant I/II GIS Analyst Dev. Services Coordinator Management Analyst I/II Associate Engineer156 CODE ENFORCEMENT DIVISION 1104422 Narrative The Code Compliance Division ensures that all the City's neighborhoods are consistent with City ordinances and regulations by conducting both proactive and reactive inspections of residential and commercial areas. Our goal is to work cooperatively with property owners, businesses, and residents to meet these community standards and create a quality living environment for our residents. Blight and nuisances can devalue, detract, and degrade the quality of any neighborhood. Recognizing the importance of protecting Palm Desert's wonderful quality of life, the City Council has adopted ordinances that regulate the use and maintenance of private property. The Division is also responsible for enforcement of business licensing, short- term rental enforcement, and oversees the City’s contracted Animal Control Services. 157 CODE ENFORCEMENT DIVISION 1104422 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4422 Code Enforcement 4100100 Salaries - Full Time 560,504 543,578 851,785 4100200 Salaries - Overtime 6,195 5,000 5,000 4101500 Retirement Contribution - - - 4101600 Medicare Contrb - Employer - - - 4111500 Retiree Health 72,495 70,501 103,805 4111600 Employer 457 Contribution 8,328 7,854 12,332 4111700 Ins Prem - Long Term Disab.6,694 8,724 15,740 4111800 Ins Prem - Health 4,250 3,600 7,200 4112000 Ins Prem - Dental/Vision 1,876 2,678 4,205 4112100 Ins Prem - Life 130,218 128,837 229,284 4112200 Workers' Compensation 10,869 9,978 14,751 4112400 Ins Prem - Life 920 914 1,438 4112500 Workers' Compensation - 2,430 6,130 4305500 Prof - Lot Cleaning Svc 8,234 15,000 15,000 4309000 Prof - Other 62,639 98,900 106,000 4311500 Mileage Reimbursement - 1,500 1,500 4312000 Conf - Seminars - Workshops 7,636 15,000 15,000 4312500 Local Meetings - 1,500 1,000 4211000 Office Supplies 735 2,500 2,000 4214000 Uniforms 1,799 2,000 3,500 4218000 Small Tools/Equipment 1,060 2,000 1,000 4361000 Printing/Duplicating 20,361 7,000 7,000 4363000 Dues 800 2,000 2,000 4364000 Filing Fees 140 1,500 1,500 4365000 Telephones 6,399 6,000 7,250 4366000 Postage & Freight 3,491 5,000 3,000 4391500 Employee Safety - 2,500 1,750 4422 Total 915,643 946,494 1,419,170 158 Engineering & Land Develop. Personnel Count - 1 Total Budget - $1,280,593 Funding Source - General Fund F Y 2 0 2 5 / 2 6 In My Element, By Lovemore Bonjisi 159 Director of Development Services Deputy Director of Development Services Executive Assistant Management Analyst I/II Code Compliance Officer I/II (6) Management Aide I/II Principal Planner Senior Building Inspector Homeless and Support Services Manager Building Inspector II (3) Administrative Assistant I/II Senior Planner Associate Planner I/II (2) Assistant Building Official Permit Technician I/II (3) ENGINEERING & LAND DEVELOPMENT DIVISION 1104423 Organization Chart * Other Division Senior Permit Technician Office Assistant II Assistant Planner Planning Technician GIS Analyst Dev. Services Coordinator Management Analyst I/II Administrative Assistant I/II Associate Engineer Code Compliance & Support Services Supervisor Chief Building Official 160 ENGINEERING & LAND DEVELOPMENT DIVISION 1104423 Narrative The Engineering Services Department is responsible for servicing all Departments in the City, from initial project evaluation to final plan review, and processing of land development plans. These reviews involve compliance to City and state statutes as they relate to grading, utilities, final maps, streets, parking lots, storm drain lines, and their facilities. This is accomplished with a combination of outside consultants and on-staff personnel. 161 ENGINEERING & LAND DEVELOPMENT DIVISION 1104423 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4423 Engineering & Land Development 4100100 Salaries - Full Time -602,802 122,315 4101500 Retirement Contribution -86,484 - 4101600 Medicare Contrb - Employer -8,706 - 4111500 Retiree Health --14,556 4111600 Employer 457 Contribution --1,774 4111700 Ins Prem - Long Term Disab.-9,802 3,579 4111800 Ins Prem - Health -1,200 1,200 4112000 Ins Prem - Dental/Vision -2,968 590 4112100 Ins Prem - Life -75,506 918 4112200 Workers' Compensation -5,892 904 4112400 Ins Prem - Life -1,011 202 4112500 Workers' Compensation -6,663 1,155 4543010 Prof - Ach/Eng/Design --275,000 4301150 Prof - Engineering Svcs --850,000 4311500 Mileage Reimbursement -500 500 4312000 Conf - Seminars - Workshops -9,000 5,000 4312500 Local Meetings -900 300 4211000 Office Supplies -1,500 500 4363000 Dues -3,000 1,000 4365000 Telephones -2,000 600 4404000 Cap - Office Equipment -5,000 500 4423 Total -822,934 1,280,593 162 Homelessness Service F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $3,000 Funding Source - General Fund Reaching Glory & Pathways Through Life, By Jim Richardson 163 HOMELESSNESS SERVICES DIVISION 1104212 Narrative The Homeless Services Department is responsible for the development and management of the City’s System of Care to respond to the needs of those experiencing homelessness in Palm Desert. This includes contract and city-based outreach, engagement, basic needs and supportive services that assist the unhoused population in linking to shelter, housing and health focused programs that end their episode of homelessness as quickly as possible. Services and Providers can include contracted shelter beds and street outreach, as well as the City’s Social Services Coordinator. The coordinator position oversees street outreach, collaboration with the County and other providers, overall city response to those in need, and contracted homeless programs. Funding for these services comes from a variety of sources including Public Local Housing Allocation (PLHA), Opioid Settlement Funds, and General Funds as needed. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4212 Homelessness Services 4309200 Prof - Contracting 41,875 - - 4363000 Dues 3,000 3,000 3,000 4392100 Homeless Outreach Team 108,372 100,000 - 4212 Total 153,247 103,000 3,000 164 ECONOMIC DEVELOPMENT 165 Completed the Surplus Land Act (SLA) process for Desert Willow Lots C, D, and E. Transitioned operations at the Palm Desert iHUB and expanded strategic partnerships. Expanded Business Incentive programs to include the Autism Certificate Reimbursement Program (ACRP) and the Business Emergency Assistance Program (BEAP). Completed the acquisition of Desert Willow Lot A from SARDA to the City. 1. Redevelopment of Mall Site. 2. Property Disposition 3. Business Attraction 4. San Pablo Roundabout Sculpture 5. SB 1383 Enforcement 6. Update Art in Public Places Municpal Code 7. Tourism Marketing Campaign 8. City Hall Communications 9. Event Promotion. 10. Cross-Train Department Staff Department Accomplishments Department Goals & Objectives 166 ECONOMIC DEVELOPMENT DEPARTMENT Performance Measures *Performance measures are for Divisions under the Economic Department Performance Measures Dept Goal Division FY 2023-24 Actuals FY 2024-25 Actual FY 2025-26 Target FY 2026-27 Target 167 Economic Development Personnel Count - 10 Total Budget - $2,231,767 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Water Totem, By Anne Faith Nicholls 168 Public Affairs Manager Director of Economic Development Community Relations Supervisor Management Aide I/II Special Events Coordinator Communications and Marketing Coordinator Admin Assistant I/II Deputy Director of Economic Development ECONOMIC DEVELOPMENT DEPARTMENT 1104430 Organization Chart * Other Division Visitor Services Specialist Visitor Services Assistant (2) Management Analyst I/II (Environmental) Management Analyst I/II (Art) Admin Asisstant I/II Special Programs Management Analyst I/II (2) 169 ECONOMIC DEVELOPMENT DEPARTMENT 1104430 Narrative The Economic Development Department promotes the City’s long-range goal of establishing a diversified, sustainable, and expanded economic base. The Department works hand in hand with both new and existing businesses providing support services such as commercial space availability, zoning and entitlement information, recruits developers for the redevelopment of key areas, and provides a broad range of economic development incentives to promote, retain, and expand, and recruit businesses in the City. With a progressive and proactive business friendly approach, the City aims to protect its businesses nucleus, while attracting new retail, entertainment, hospitality, technology and clean industries. The Economic Development team acts as the City liaison for various businesses, retail, trade groups, and regional economic development organizations, and provides annual reports on various economic sectors in the City. The Department is focused on disposition of City and SARDA properties for compliance with the Surplus Land Act and works on City Council specific annual goals and special projects. The Department is also focused on the management of day-to-day responsibilities for waste and recycling compliance, public art, special events and community promotions, city facility leases, the Palm Desert iHUB, and city-wide communications. 170 ECONOMIC DEVELOPMENT DEPARTMENT 1104430 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4430 Economic Development 4100100 Salaries - Full Time 1,009,641 922,983 1,257,024 4100200 Salaries - Overtime 432 500 - 4111500 Retirement Contribution 128,530 119,919 152,953 4111600 Medicare Contrb - Employer 15,522 13,364 18,180 4111700 Retiree Health 12,215 11,267 19,958 4111800 Employer 457 Contribution 9,200 7,200 10,800 4112000 Ins Prem - Long Term Disab.3,493 4,557 6,199 4112100 Ins Prem - Health 196,022 180,892 220,098 4112200 Ins Prem - Dental/Vision 14,918 13,386 16,116 4112400 Ins Prem - Life 1,988 1,557 2,113 4112500 Workers' Compensation 18,085 8,809 11,826 4300300 Prof -Temporary Part-Time - - 7,000 4309000 Prof - Other 618,407 300,000 285,000 4309102 Prof-Economic Development 60,698 75,000 75,000 4322100 Advertising Media Buys -7,000 8,000 4311500 Mileage Reimbursement 1,069 3,000 2,000 4312000 Conf - Seminars - Workshops 21,815 26,000 35,000 4312100 Committee Conferences 3,000 5,000 5,000 4312500 Local Meetings 2,138 3,500 4,000 4663920 Community Engagement - - 28,000 4211000 Office Supplies 1,901 5,000 3,000 4219000 Supplies - Other - - 2,000 4361000 Printing/Duplicating -2,500 2,500 4362000 Subscriptions/Publication 194 500 500 4363000 Dues 59,266 60,000 50,000 4365000 Telephones 4,724 3,000 8,000 4366000 Postage & Freight 977 2,000 1,500 4430 Total 2,184,237 1,776,934 2,231,767 171 Marketing Personnel Count - 4 FT/2 PT Total Budget - $1,897,750 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Growing Wings, By Hilde DeBruyne 172 MARKETING DIVISION 1104417 Organization Chart * Other Division Public Affairs Manager Director of Economic Development Community Relations Supervisor Management Aide I/II Special Events Coordinator Communications and Marketing Coordinator Admin Assistant I/II Deputy Director of Economic Development Visitor Services Specialist Visitor Services Assistant (2) Management Analyst I/II (Environmental) Management Analyst I/II (Art) Admin Asisstant I/II Special Programs Management Analyst I/II (2) 173 MARKETING DIVISION 1104417 Narrative The Public Affairs Division encompasses the City’s marketing and communication efforts, including Tourism Marketing, Visitor Services, Community Engagement, and Media Relations. The Public Affairs team is responsible for managing the City’s external websites, social media, and other digital communication channels. They also manage content for all citywide print and digital publications, including e-newsletters and the BrightSide. The City’s tourism ad campaign is also handled by this division, marketing the City both in-valley and in the Southern California drive market. Day-to-day operations include producing marketing, educational and informational pieces for departments and City services. 174 MARKETING DIVISION 1104417 Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4417 Marketing 4100100 Salaries - Full Time 516,994 627,038 434,716 4100200 Salaries - Overtime 441 500 - 4100300 Salaries - Part Time - - 51,524 4111500 Retirement Contribution 68,282 81,512 52,965 4111600 Medicare Contrb - Employer 7,714 9,083 7,041 4111700 Retiree Health 12,565 17,445 11,490 4111800 Employer 457 Contribution 4,450 6,000 3,600 4112000 Ins Prem - Long Term Disab.1,942 3,097 2,146 4112100 Ins Prem - Health 77,376 112,410 61,161 4112200 Ins Prem - Dental/Vision 5,629 7,484 4,076 4112400 Ins Prem - Life 1,039 1,058 734 4112500 Workers' Compensation 1,950 5,984 4,593 4302600 Bright Side Newsletter 94,433 105,000 105,000 4309000 Prof - Other 377,563 375,000 364,545 4321700 Photography & Videography -5,000 5,000 4321900 Advertising Production 17,525 10,000 - 4322100 Advertising Media Buys 543,854 573,765 541,555 4322200 Advertising Special Event 37,354 40,000 46,500 4322201 Advertising Special CO-OP 93,358 150,000 150,000 4322300 Advertising Promotional 11,534 1,000 3,000 4322301 Collateral Design 4,930 10,000 5,000 4311500 Mileage Reimbursement 707 200 1,000 4312000 Conf - Seminars - Workshops 12,494 15,800 16,300 4312500 Local Meetings 3,599 10,500 500 4211000 Office Supplies 193 200 200 4306100 Special Events 31,027 - - 4309101 Community Calendar 14,171 20,000 15,000 4361000 Printing/Duplicating 13,278 13,500 5,000 4362000 Subscriptions/Publication 749 750 930 4363000 Dues 2,519 3,000 2,774 4365000 Telephones 760 1,000 1,400 4417 Total 1,958,433 2,206,326 1,897,750 175 Community Promotions F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $602,000 Funding Source - General Fund Tower of Color and Light, By Charles Sherman 176 COMMUNITY PROMOTIONS DIVISION 1104416 Narrative Community Promotions, a component of the Economic Development Department, maintains budgets for City-produced events such as the Spring and Fall Concerts in the Park, Independence Day Celebration, Veteran’s Day Ceremony, etc. It also maintains the budget for the El Paseo Courtesy Carts. Overview Operating Budget Account Number Description 2023-24 Actuals 2024-25 Adopted Budget 2025-26 Adopted Budget 4416 Community Promotions 4306101 City Produced Events 547,677 324,000 327,000 4368100 Courtesy Carts 199,187 233,720 275,000 4416 Total 746,864 557,720 602,000 177 Visitor Services F Y 2 0 2 5 / 2 6 Personnel Count - 0 Total Budget - $9,500 Funding Source - General Fund Living Steel, By Diego Harris 178 VISITOR SERVICES DIVISION 1104419 Narrative Visitor Services is a component of the City administered under the Public Affairs Division. Visitor Services promotes Palm Desert’s hotels, restaurants, businesses, attractions, and activities. Information is provided in person, over the phone, via email, social media, and through direct messaging. Overview Operating Budget 4419 Visitor Services 4311500 Mileage Reimbursement -500 - 4312500 Local Meetings -250 - 4211000 Office Supplies -1,000 1,000 4219000 Supplies - Other -4,000 7,500 4361000 Printing/Duplicating -1,000 - 4362000 Subscriptions/Publication 510 700 - 4365000 Telephones -480 - 4366000 Postage & Freight 478 5,000 1,000 4801000 Cogs - Soft Merchandise - - - 4419 Total 988 12,930 9,500 179 CAPITAL PROJECTS 180 Completed design and bidding for Fire Station 102. Completed construction of the Desert Willow Overflow Parking Lot. Completed the El Paseo Curb Ramp Modification project. Completed the Section 29 Retention Basin Expansion project. Completed the One Quail Place Parking Lot and Carport Rehabilitation project. Completed the Civic Center Parking Lot Rehabilitation project. Completed the Civic Center Parking Lot Rehabilitation project Completed the City Hall ADA Parking Lot Improvements project Completed the multi-phase office space improvements for FY 2023/24 Awarded contract for the installation of the Vitalia Way & Gerald Ford Traffic Signal. Awarded contract for Conceptual Design Services for the new Library Facility. Awarded contract for the design of the Eldorado Drive Rehabilitation project. Awarded contract for the design of the Mountain View Retention Basin project. 1. Advancing Priority Capital Projects 2. Certified Project management staff training 3. Strategic use of contract services 4. Public Engagement Department Goals & Objectives Department Accomplishments 181 CAPITAL PROJECTS DEPARTMENT Performance Measures % Capital Projects encumbrances and expenditures reconciled with fiscal year budget 1 CIP 100.00% 100.00% 95.00% 95.00% % Capital Project inspections completed as scheduled 1 CIP 100.00% 100.00% 95.00% 95.00% % Capital Projects milestones completed as scheduled 1 CIP 100.00% 100.00% 95.00% 95.00% 182 Capital Projects Personnel Count - 9 Total Budget - $1,794,299 Funding Source - General Fund F Y 2 0 2 5 / 2 6 Chandelier, By Dale Chihuly 183 Director of Capital Projects Public Works Inspector I/ II (2) Capital Projects Manager Senior PW Inspector Senior Project Manager (2) Project Manager (2) CAPITAL PROJECTS DEPARTMENT 1104134 Organization Chart 184 CAPITAL PROJECTS DEPARTMENT 1104134 Narrative The Capital Projects Department is responsible for the delivery of some of the City’s most complex, diverse and large-scale Capital Improvement Projects (CIP). Many aspects included in the delivery of these CIPs include feasibility studies, site design, document preparation, construction management and inspection of various capital projects. Projects can include improvements to infrastructure such as roadways (rehabilitation, overlay, or slurry seal), traffic control devices, bridges, flood control facilities, street lighting, development projects, Active Transportation Plan (ATP) related improvements, recreation facilities and other such major city public infrastructure improvements. Some CIPs may be less complex and may only take just a few months or even just weeks to complete. However, some major capital improvements can require multiple years to strategically plan, design, fund and eventually construct. 185 CAPITAL PROJECTS DEPARTMENT 1104134 Overview Operating Budget 4100100 Salaries - Full Time 979,510 1,061,539 1,226,077 4100200 Salaries - Overtime 3,517 5,000 - 4111500 Retirement Contribution 126,986 137,917 149,218 4111600 Medicare Contrb - Employer 14,169 15,373 17,738 4111700 Retiree Health 18,328 23,754 28,415 4111800 Employer 457 Contribution 6,600 7,200 8,400 4112000 Ins Prem - Long Term Disab.3,459 5,242 6,048 4112100 Ins Prem - Health 172,810 218,747 249,151 4112200 Ins Prem-Dental/Vision 14,798 16,341 16,152 4112400 Ins Prem - Life 1,858 1,788 2,063 4112500 Workers' Compensation - 10,131 11,662 4309000 Prof - Other - 50,000 44,000 4311500 Mileage Reimbursement - - 125 4312000 Conf - Seminars - Workshops 645 15,100 15,500 4312500 Local Meetings 142 2,500 500 4211000 Office Supplies 2,146 5,500 3,500 4361000 Printing/Duplicating - 1,500 1,000 4362000 Subscriptions/Publication 417 1,000 250 4363000 Dues - 2,000 2,000 4365000 Telephones 5,161 3,000 7,500 4404000 Cap - Office Equipment - 10,000 5,000 4134 Total 1,350,545 1,593,632 1,794,299 186 SECTION 4: SPECIAL REVENUE, CAPITAL, ENTERPRISE, AND INTERNAL FUNDS 187 SPECIAL REVENUE, CAPITAL, ENTERPRISE, AND INTERNAL SERVICE FUNDS Special Revenue Funds are used to account for proceeds of specific revenue sources other than expendable trusts that are legally restricted to expenditures for specific purposes. Traffic Safety Fund – Traffic and court fines are collected in these funds. A transfer from this Fund to the General Fund is made at the end of the fiscal year by council action to be applied toward the eligible expenditures permitted by law. Gas Tax Fund – Portions of the tax rate per gallon levied by the State of California on all gasoline purchases are allocated to cities throughout the state. These funds are restricted to expenditures for transit and street-related purposes only. Measure A Fund – In 1988, Riverside County voters approved a half cent sales tax, known as Measure A, to fund a variety of highway improvement, local street and road maintenance, commuter assistance and specialized transit projects. This fund is used to collect this tax and pursuant to the provision of Measure A (Ordinance No. 88-1 of the County of Riverside) it is restricted for local street and road expenditures only. Housing Mitigation Fee Fund – This fund is used to account for fees collected from construction of commercial and office buildings for low & moderate income mitigation purposes. Funds are used strictly for projects and programs that benefit the low and moderate income households. Community Development Block Grant Fund (CDBG) Fund – This fund is used to account for the receipts and expenditures of CDBG funds received from the U. S. Department of Housing and Urban Development (HUD). Permanent Local Housing Allocation Fund - This fund is used to account for the receipts and expenditures of PLHA funds received from the State of California for housing-related projects and programs that assist in addressing the unmet housing needs of the local community. Opioid Settlement Funds - This fund is used to account for the receipts and expenditures related to the Nationwide Class Action Opioid Settlement intended to be used to address the nation's continuing opioid crisis. Child Care Program Fund – This fund is use to collect funds from developers for the purpose of providing child care programs. Public Safety Police Grants Fund – This fund is used to account for state and federal grants given to the City for public safety purposes. Its use is restricted for expenditures related to public safety capital equipment and personnel. Prop. A Fire Tax Fund– This fund is used to account for revenues derived from tax collected within the city for upgrading fire protection and prevention. Its use is restricted for obtaining, furnishing, operating and maintaining fire protection and prevention services (currently under contract with Riverside County Fire Department) equipment or apparatus. 188 SPECIAL REVENUE, CAPITAL, ENTERPRISE, AND INTERNAL SERVICE FUNDS New Construction Tax Fund – This fund is used to account for tax collected upon application to the city for a building permit from every person/entity for the construction of any new building or addition or trailer space in the city according to a fee schedule. Its use is restricted for the acquisition and development of public facilities such as parks, playgrounds and public structures. Drainage Facility Fund– This fund is used to account for off-site drainage fees based on an established fee schedule collected prior to approval of the final map in the case of land being subdivided or prior to the issuance of a building permit in the case of construction or improvement of subdivided land. Park & Recreation Facilities Fund – This fund is used to account for fees collected for residential and sub-division developments collected either at the time grading permits are paid or prior to the approval of the final map. Its use is restricted for expenditures related to park development, maintenance and equipment. Traffic Signals Fund – This fund is used to account for fees collected for residential, commercial and industrial developments collected either at the time grading permits are paid or prior to the approval of the final map. Its use is restricted for expenditures related to the acquisition and maintenance of traffic signals. Fire Facilities Fund – This fund is used to collect funds from developers for the purpose of construction, restoration and purchase of equipment for fire stations within the City. Recycling Fund – This fund is used to account for waste recycling fees collected by waste management. Its use is restricted for expenditures for education and other expenditures related to recycling. Energy Independence Loan Program Fund– This fund is used to account for loans to residents and commercial property owners for energy savings equipment. Air Quality Management AB2766 Fund – This fund accounts for receipts from South Coast Air Quality Management District, one-third of which is disbursed to the Coachella Valley Association of Governments. The remaining two-thirds are spent for programs that promote the goal of attaining Federal and State air quality standards. Aquatic Center Fund – This fund is used to account for the fees collected and expenses incurred in connection with operating the municipal aquatic center in the City of Palm Desert. Cannabis Compliance Fund– This fund is used to account for compliance and administrative expenditures for any activities related to the regulation of production, distribution and sales of cannabis. El Paseo Assessment District - This fund is used to collect assessments on all business establishments located within the boundaries set for the El Paseo parking and business improvement area based on a fee schedule established for the various types of businesses. Collections are made in the same manner and at the same time as the city business license fees. Proceeds from all charges are used for the promotion of business activities in the area. 189 SPECIAL REVENUE, CAPITAL, ENTERPRISE, AND INTERNAL SERVICE FUNDS Library Fund – This fund is used to track expenditures related to the City’s public library. Capital Project Reserve Fund – This fund is used to account for resources and expenditures for capital improvement projects that are related to the acquisition and development of public facilities, infrastructure and equipment. Capital Project Drainage Facilities Fund – This fund is used to account for resources and expenditures for planned capital improvement projects that are under the Master Drainage Plan. Economic Development Capital Projects Fund – This fund is used to account for façade enhancement projects for Palm Desert businesses utilizing funds from the sales of certain City- owned properties. Parks & Recreation Facilities Capital Projects Fund – This fund is used to account for resources and expenditures for capital improvement projects that are related to park development, maintenance and equipment. Art in Public Places Fund – This fund accounts for fees collected from residential, commercial and public facilities development except for street and drainage projects. Its use is restricted for the acquisition, installation, improvement and maintenance of artwork to be displayed in the city, the administration of the program and community public art education programs. Golf Course Capital Projects Fund – This fund accounts for fees collected from our Golf Course Timeshare project. Funds are used for golf course capital improvements, and equipment. Buildings Maintenance Reserve Fund – This fund is used to account for resources and expenditures for capital improvement projects that are related to the improvement and maintenance of public facilities and structures. SARDA Capital Projects & Properties Fund – is used to account for the cost of City owned properties that will either be sold or for the construction of public facilities, and the proceeds of bond funds for capital related properties. Signalization Capital Projects Fund – This fund is used to account for resources and expenditures for capital improvement projects that are related to traffic signal replacement, maintenance, and equipment. AD No. 94-3 Merano- The bonds were issued to provide funds for public improvements, and was partially refunded through AD No. 01-01, Silver Spur. AD No. 01-01 (Silver Spur Public Improvements)-The bonds were issued to provide funds for public improvements and refunding of AD No. 94-2 Sunterrace and AD No. 94-3 Merano. The bonds are not general obligations of the City, the debt is payable from the assessments collected from the owners of properties located within the district. AD No. 04-01, Highlands Underground - The bonds were issued to finance the construction of utilities undergrounding and pay the cost of issuance. 190 SPECIAL REVENUE, CAPITAL, ENTERPRISE, AND INTERNAL SERVICE FUNDS CFD No. 2005-1 (University Park)- The bonds were issued to finance the construction and acquisition of public facilities that benefit the District. The bonds are not general obligations of the City, the debt is payable from the assessments collected from the owners of properties located within the district. AD No. 2004-02 Section 29- The bonds were issued to defense and redeem the $19,830,000 principal amount and to levy reassessments within the Section 29 Assessment District to secure the bonds. CFD No. 2021-1/Series 2004 (University Park) - The bonds were issued to provide funds: (i) to refund a portion of the District’s outstanding Special Tax Bonds; (ii) fund a reserve account for the bonds; (iii) pay costs incurred with the issuance of the bonds. Parkview Office Complex Fund– This fund is used to account for rent received from the City owned office complex. Desert Willow Golf Course Fund – This fund is used to account for the fees collected and expenses incurred in connection with operating the municipal golf course in the City of Palm Desert. Palm Desert Recreational Facilities Corp (PDRFC) Fund – This fund is used to account for Food and Beverage Operations at Desert Willow Golf Resort. Equipment Replacement Fund – This fund is used as an internal service fund to accumulative funds to replace city vehicles and equipment. Compensation Benefits Fund – This fund is used to account for funding of compensated absences. 191 FUND DESCRIPTION TYPE OF REVENUE DETAIL 210 TRAFFIC SAFETY Vehicle Code Fines Fines collected from Superior Court Fund, Riverside County, related to vehicle violation, and interest income. 211 GAS TAX Gas Tax 213 MEASURE A Sales Tax/Meas A Sales Tax In 1988, Riverside County voters approved a half-cent sales tax, known as Measure A, to fund a variety of highway improvements, local street and road maintenance, commuter assistance and specialized transit projects. This fund is used to collect this tax, and pursuant to the provision of Measure A (Ordinance No. 88-1 and Ordinance No. 02-001 of the County of Riverside) it is restricted for local street and road expenditures only. 214 HOUSING MITIGATION FEES Developer Fees Revenue from developer fees and interest income. This fee is based on: $1/sq. ft. for Commercial; $0.33/sq. ft. for Industrial properties; $0.40/sq. ft. for Professional properties; $1,000/room for Resort Hotel; $620/Room for Non-Resort properties. Intended for Palm Desert employee housing. 220 COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) CDBG Grant CDBG Grant approved by HUD to fund City's various Charity organizations and interest income. City is an Entitlement City so receives a direct allocation. 228 CHILD CARE PROGRAM Developer Fees Revenue from developer fees and interest income. A nexus study was prepared and approved by the City Council in August 2005 to charge developer a Child Care Facility fees through permits. 229 PUBLIC SAFETY POLICE GRANTS COPS Funding Ab3229 State Grants State COPS funding is allocated by the State Controller to Counties for deposit by the County Auditor in a Supplemental Law Enforcement Services Account (SLESA). City of Palm Desert receives $100,000 annually from the Riverside County and interest income. Fire Taxes/ Special Assessment Fire Protection and Prevention tax at $5 per month per each dwelling unit and $2.50 for each vacant lot. ($60/yr residential) Structure Fire Protection Tax Credit City receives a fire Protection tax credit against the invoice of the Riverside County Fire Department annually. EMS Fees Recovery for ambulance service's costs from residents' medical insurance or Medicare insurance. Ladder Truck Reimbursement and City of Indian Wells for Station 33 Truck Transfer In Transfer in from General Fund. 231 NEW CONSTRUCTION TAX FEES Developer Fees and Interest Income Revenue from developer fees and interest income. Includes: Developer Fees: this fee is based on: $0.05/sq. ft for Industrial Building; Residential units $0.40/sq. ft.; all other development $0.40/sq. ft., Reimbursement from other Governments such as CVLINK related project cost, and interest income. 232 DRAINAGE FACILITY FEE Developer Fees and Interest Income Revenue from developer fees and interest income. Drainage Fees are based on which drainage map zone the development resides within: Zone 1 fee is $4,000; Zone 2 is $1,000; Zone 3 is $1,000; Zone 4 is $1,000. The map is available in the Public Works Department upon request. 233 PARK & RECREATION FACILITY FEE Developer Fees and Interest Income Revenue from developer fees and interest income. The fee is charged to residential properties based on the following formula: Number of units x 2.292 (people per household) x 5 acres divided by 1,000 population x land market value per acre. 234 FEES Developer Fees and Interest Income Revenue from developer fees and interest income. This fee is charged Commercial $500 per 1,000 sq. ft.; Industrial $500 per acre, and interest income. 235 FIRE FACILITIES Developer Fees and Interest Income Revenue from developer fees and interest income. A Nexus study was prepared and approved by City Council in June 2006. The fee is calculated as follows: Commercial development rate is $0.22 per square foot, industrial/office rate is $0.20 per square foot, and residential development would be based on a $2,262 per acre depending on density of units built or $709 per single residence. 236 RECYCLING FUND Recycling fee and Interest Income Revenue from Recycling fee and interest income. Burrtec Waste management charges a recycling fee on top of the waste disposal fees for residential, commercial, and industrial properties. These fees are levied through property tax CITY OF PALM DESERT OTHER FUNDS PROP A FIRE TAX230 192 FUND DESCRIPTION TYPE OF REVENUE DETAIL 237 PROGRAM Special Assessment Levied and Interest Income In 2007 Palm Desert spearheaded the effort to craft and ultimately assist in the passage of Assembly Bill 811 (AB 811). The bill enables cities and efficiency and renewable energy improvements and re-pay the cost of the improvements through assessments on their property taxes. With the passage of this AB 811 in July, 2008, Palm Desert’s Energy Independence Program was born. Energy loan is based on 7% interest and 20-year amortization. The loan payments are levied through property tax. 238 AIR QUALITY MGMT. AB2766 Air Quality Mgmt-AB2766 and Interest Income Assembly Bill 2766 was adopted in 1990 to provide a revenue stream for programs to reduce air pollution from motor vehicles and for related planning, monitoring, enforcement, and technical studies. AB 2766 revenue is distributed by the South Coast Air Quality Management District on a quarterly basis to the 162 participating cities and counties in the South Coast Air Basin based on the prorated share of their population. And interest income. 242 AQUATIC CENTER Aquatic Center Fees Revenue from Aquatic Center Fees, programs, food and retail, and interest income. 243 CANNABIS PROGRAM Cannabis Taxes Revenue includes: Cannabis 10% sales tax, cannabis manufacturing tax is 2% of the taxable gross receipts, cannabis cultivation tax is $13 per sq.ft. of the facility, and interest income. As of 2.16.23 may be reduced to 5% retail and $10/sf. 252 LIBRARY Library Expenditures This fund is used to track expenditures related to the City’s public library. 271 EL PASEO MERCHANTS ASSMT. DISTRICT Special Assessment Levied and Interest Income collect assessments on all business establishments located within the boundaries set for the El Paseo Parking and business improvement area based on a fee schedule established for the various types of businesses. Proceeds from all charges are used for the promotion of business activities in the area. The City of Palm Desert annually levies special assessments to provide and 272 273 275 276 277 278 279 280 281 282 283 285 286 287 289 299 Special Assessment Levied and Transfer In The City of Palm Desert annually levies special assessments to provide and maintain improvements such as landscaping and lighting to all these zoning districts. An annually budgets were based on the projected maintenance costs, ultilities,admin costs, and operating costs, plus a CPI increase to calculate the levies. These funds are used to account for expenditures and receipts of property taxes and service fees levied to the property owners in the various landscaping and lighting districts, which were formed to provide landscaping and street lighting maintenance. Individual landscaping and lighting funds are set up for Districts No 1 through 16. Also a transfer in from General Fund to pay for City's cost. 193 FUND DESCRIPTION TYPE OF REVENUE DETAIL 301 AD 83-1 DEBT SRV.Levy Stopped 1999-2000 Matured 9/2/2001 303 AD 84-1R DEBT SRV.Levys stopped in FY 2004-2005 - Matured 9/28/2005 304 AD 87-1 DEBT SRV.Levy's Stopped 2008-2009 - Last Levied 2007-2008 306 307 AD 94-1A BIGHORN Levy's Stopped in 2004-2005- Matured March 2, 2006 308 Levy Stopped 2014-15- Last Levied 2013-14 309 AD 94-3 MERANO Levy Stopped 2019-20- Last Levied 2018-2019 310 Never Levied 311 Levy Stopped 2018-19-- Last Levied 2017-18 Matured 9/2/20218 312 2001-01 Assessment levy through property tax. Each year staff calculates the administrative costs, staff cost, and consulting services. This amount will be divided by the number of active parcels to derive the levy amount. 314 HIGHLANDS UNDERGROUNDING Assessment levy through property tax. Each year staff calculates the administrative costs, staff cost, and consulting services. This amount will be divided by the number of active parcels to derive the levy amount. 315 AD SECTION 29-2004-2 and 2021-1 Assessment levy through property tax. Each year staff calculates the administrative costs, staff cost, and consulting services. This amount will be divided by the number of active parcels to derive the levy amount. 351 Levy's Stopped 2017-2018- Last Levy was 2016-2017 353 UNIVERSITY CFD 2005-1 and 2021-1- 2021-1 Series 2024 Assessment levy through property tax. Each year staff calculates the administrative costs, staff cost, and consulting services. This amount will be divided by the number of active parcels to derive the levy amount. CFD 2005-1 was set up as a Teeter plan District, and all Special Tax Levy Revenues will be collected regardless of delinquencies. 391 DS PD FINANCING AUTHORITY-CITY Transfer In Transfer in from Fund 309, 312 to manage the Desert Services payments. 400 CAPITAL PROJECTS RESERVE Interest Income from Advance, Interest Income, and Transfer In investment and transfer in. This fund is used to account for resources and expenditures for capital improvement projects that are related to the acquisition and development of public facilities, infrastructure and equipment. 420 CIP-DRAINAGE Interest Income This fund is used to account for resources and expenditures for capital improvement projects that are related to the acquisition and maintenance of Drainage area around City. 425 ECONOMIC DEVELOPMENT PROJECT Real Property and Transfer In Revenue generated from SARDA property sales to assist with ED. 430 CIP-PARKS & REC.Interest Income This fund is used to account for resources and expenditures for capital improvement projects that are related to the acquisition and maintenance of Parks & Recreation. 436 ART IN PUBLIC PLACES Developer Fees and Interest Income Revenue from Developer fees and interest income. The fee is used to acquire, develop, install and maintain artwork to be displayed in the City, the Developers may choose to place and develop art within their project site without paying a fee to the City. Yearly the City Council adopts a five-year Capital Improvement Plan and administration plan detailing the current and future projects necessary for use of the fee. 440 CIP-SIGNALIZATION Developer Fees This fund is used to account for resources and expenditures for capital improvement projects that are related to the acquisition and maintenance of traffic signals. Bond Proceeds Bond Proceeds 194 FUND DESCRIPTION TYPE OF REVENUE DETAIL 441 GOLF COURSE CAPITAL Project Amenity Fees, T.O.T, One- Time Access Fee, Annual Access Fee, and Impact Mitigation Fees. This fund is used to offset the cost of capital improvements, equipment purchases, perimeter maintenance, pay off assessments and other nonrecurring costs that will arise as a result of Desert Willow Golf Course Resort. Funding sources for the Golf Course Maintenance Fund are collections from the IROC and Standard Vacation Ownership, Inc. time- share project. 450 CIP-BUILDINGS Transfer from GF Transfer In from General Fund to pay for capital projects related to City Buildings and interest income. 451 CIP PROPERTIES RDA/CITY Remaining RDA Bond Proceeds This fund is used to Bond Proceeds and expenditures for capital projects. 464 AD 94-3 MERANO Interest income from bond proceeds 466 CP SILVER SPUR RANCH No income due to the remaining bond proceed is very minimum. 467 No income due to the remaining bond proceed is very minimum. 468 UNIVERSITY Interest income from bond proceeds. 469 No income due to the remaining bond proceed is very minimum. 510 Rent/Leases-Real Property Revenue from Park View offices' rental income and interest. 520 DESERT WILLOW GOLF COURSE ENT Amenity Fees, Course and Ground Fees, Cart Rental Fees, Golf Shop Revenue, Range Fees, Interest Income, etc. Revenue primarily through user charges, such as golf fees, cart rental, golf shop operation, etc.… The Desert Willow Golf Course Fund is used to account for the fees collected and expenses incurred in connection with operating the municipal golf course in the City of Palm Desert 521 PALM DESERT REC FAC.CORP.Food & Beverage Revenues The Palm Desert Recreational Facilities Corporation (Corporation) was incorporated on February 25, 1997. The purpose of the Corporation is to lease, operate and manage a restaurant and bar in the Desert Willow Golf Course. Revenue from food and beverage sales. 530 EQUIPMENT REPLACEMENT Interest Income, Insurance Proceeds, and Transfer In. Revenue from interest income, insurance payments for restitution damages, transfer in from General Fund and Fire Fund. This fund is used to account for financial transactions related to replacement of City-owned vehicles and equipment. 575 LIABILITY SELF INSURANCE Interest Income Revenue from interest income. This fund is used to account for sick and vacation times liability. 576 RETIREE HEALTH SINK FUND Interest Income and Transfer In.is used to account for assets held to pay for the retiree service stipend. 577 ISF COMP PAYABLE / CASH Interest Income and Transfer In.Revenue is from interest income and transfer in from General Fund. This fund is used to account for funding of compensated absences 610 TRUST-DEPOSITS Deposit from Developers for Projects Developer project deposits. This fund is used to account for deposits placed with the City by developers, individuals and groups to obtain future depositors when the cost of services is determined. 620 TRUST-AD 81-1 TREASURERS 1911 BOND ACT This fund is used to account for the assets held on behalf of the assessment district's property owners until they are remitted to the bondholders. 703 RDA SUCCESSOR AGENCY RPTTF RPTTF funds as approved by DOF and distributed by County of Riverside 870 HOUSING Transfer In and Interest Income. Revenue is from transfer in from Housing Authority fund to account for expenditures related to operational costs. If HA has insufficient balance to cover ops, then will require transfer in from GF. 871 PALM DESERT HOUSING AUTHORITY Rental Income from Housing Rental incomes from 15 affordable housing complexes owned and operated by the Housing Authority (pre-dissolution). 873 HOUSING ASSEST FUND Interest Income, Loan Payoffs, etc. Supports assets of the former Redevelopment Agency to be used for projects that benefit low and moderate income families pursuant to dissolution law. These funds are technically finite and there is no direct revenue source other than loan payoff's. Bond Proceeds for AD Expenses 195 Special Revenue Funds Detail Schedules Traffic Safety 210 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 2,938 5,710 4,978 5,278 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 87 239 - 218 Transfers In - - - - Other Revenues 7,385 1,729 3,000 1,800 Total Revenues 7,472 1,968 3,000 2,018 Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out 4,700 2,700 2,700 2,700 Total Expenditures 4,700 2,700 2,700 2,700 Ending Fund Balance 5,710 4,978 5,278 4,596 Gas Tax 211 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 5,169,168 4,823,503 4,102,765 5,439,800 Revenues Taxes 2,421,661 2,674,547 2,700,834 2,778,663 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 86,076 199,602 193,400 181,977 Transfers In - - - - Other Revenues - 43,545 - - Total Revenues 2,507,737 2,917,694 2,894,234 2,960,640 Expenditures Personnel - - - - Operating 2,853,402 3,638,431 349,703 1,335,164 Capital - - 1,207,496 1,410,000 Transfers Out - - - - Total Expenditures 2,853,402 3,638,431 1,557,199 2,745,164 Ending Fund Balance 4,823,503 4,102,765 5,439,800 5,655,276 196 Special Revenue Funds Detail Schedules Measure A 213 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 21,818,450 21,598,386 23,386,003 12,893,060 Revenues Taxes 3,562,513 3,469,376 3,328,000 3,129,000 Permits & Fees - - - - Intergovernmental 97,960 - - - Charges for Services - - - - Use of Money & Property 738,083 1,226,499 875,600 939,512 Transfers In - - - - Other Revenues - 121,088 - - Total Revenues 4,398,556 4,816,963 4,203,600 4,068,512 Expenditures Personnel - - - - Operating 3,171,819 153,447 5,392,347 1,000,000 Capital 1,446,802 2,875,899 9,304,196 7,964,825 Transfers Out - - - - Total Expenditures 4,618,621 3,029,345 14,696,543 8,964,825 Ending Fund Balance 21,598,386 23,386,003 12,893,060 7,996,747 Housing Mitigation Fee 214 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 3,547,149 3,155,945 3,110,124 2,868,207 Revenues Taxes 55,521 31,800 49,118 - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 126,076 169,972 132,300 126,909 Transfers In - 30,000 - - Other Revenues 30,000 - - - Total Revenues 211,597 231,771 181,418 126,909 Expenditures Personnel - - - - Operating 602,802 277,592 423,335 959,135 Capital - - - - Transfers Out - - - - Total Expenditures 602,802 277,592 423,335 959,135 Ending Fund Balance 3,155,945 3,110,124 2,868,207 2,035,981 197 Special Revenue Funds Detail Schedules Community Development Block Grant (CDBG)220 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance (126,615) 39,162 39,162 138,600 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental 352,646 737,446 1,351,359 1,265,808 Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 352,646 737,446 1,351,359 1,265,808 Expenditures Personnel - - - - Operating 186,869 574,921 728,686 592,041 Capital - 162,526 523,235 - Transfers Out - -- - Total Expenditures 186,869 737,446 1,251,921 592,041 Ending Fund Balance 39,162 39,162 138,600 812,367 Permanent Local Housing Allocation Grant (PLHA)225 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance - 5,135 (170,884) 123,999 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental 266,263 - 439,883 112,562 Charges for Services - - - - Use of Money & Property 5,135 2,715 - - Transfers In - - - - Other Revenues - - - - Total Revenues 271,398 2,715 439,883 112,562 Expenditures Personnel - - - - Operating - 78,734 45,000 170,000 Capital - -- - Transfers Out 266,263 100,000 100,000 - Total Expenditures 266,263 178,734 145,000 170,000 Ending Fund Balance 5,135 (170,884) 123,999 66,561 198 Special Revenue Funds Detail Schedules Opioid Settlement Funds 226 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance - 2,488 7,589 160,415 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 2,488 5,101 - 4,648 Transfers In - - - - Other Revenues - 78,734 403,826 143,520 Total Revenues 2,488 83,834 403,826 148,168 Expenditures Personnel - - - - Operating - 78,734 251,000 275,000 Capital - -- - Transfers Out - -- - Total Expenditures - 78,734 251,000 275,000 Ending Fund Balance 2,488 7,589 160,415 33,583 Child Care Program 228 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 673,864 769,068 866,922 1,003,201 Revenues Taxes 71,412 54,200 107,779 - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 23,792 43,654 28,500 34,006 Transfers In - - - - Other Revenues - - - - Total Revenues 95,204 97,854 136,279 34,006 Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - Ending Fund Balance 769,068 866,922 1,003,201 1,037,207 199 Special Revenue Funds Detail Schedules Public Safety Police Grants 229 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 14,596 19,622 28,309 170,309 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental 382,311 - - - Charges for Services - - - - Use of Money & Property 5,026 6,090 12,000 5,548 Transfers In - - - - Other Revenues - 89,084 165,000 194,000 Total Revenues 387,337 95,174 177,000 199,548 Expenditures Personnel - - - - Operating 382,311 86,487 35,000 339,750 Capital - - - - Transfers Out - - - - Total Expenditures 382,311 86,487 35,000 339,750 Ending Fund Balance 19,622 28,309 170,309 30,107 Professionals Who Care, by Patrick Jewett 200 Special Revenue Funds Detail Schedules Prop. A Fire Tax 230 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 12,682,313 15,738,632 22,353,729 5,824,039 Revenues Taxes 11,307,829 13,556,640 13,876,540 15,593,929 Permits & Fees 3,100,323 4,158,057 2,900,000 3,300,000 Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 222,045 869,368 500,000 250,000 Transfers In 4,600,000 4,600,000 5,000,000 10,150,000 Other Revenues 1,457,526 1,437,276 1,450,000 1,500,000 Total Revenues 20,687,723 24,621,340 23,726,540 30,793,929 Expenditures Personnel - - - - Operating 16,970,961 17,377,792 22,254,715 26,508,794 Capital 660,442 628,451 18,001,515 7,725,000 Transfers Out - - - - Total Expenditures 17,631,403 18,006,244 40,256,230 34,233,794 Ending Fund Balance 15,738,632 22,353,729 5,824,039 2,384,174 New Beginnings, by Bill Ware 201 Special Revenue Funds Detail Schedules New Construction Tax 231 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 1,452,349 1,578,846 1,933,629 1,653,131 Revenues Taxes 518,442 265,447 150,302 276,000 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 52,485 95,247 63,700 73,875 Transfers In - - - - Other Revenues - - - - Total Revenues 570,927 360,694 214,002 349,875 Expenditures Personnel - - - - Operating - - - - Capital 444,430 5,911 494,500 1,000,000 Transfers Out - - - - Total Expenditures 444,430 5,911 494,500 1,000,000 Ending Fund Balance 1,578,846 1,933,629 1,653,131 1,003,006 Drainage Facility 232 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 740,536 897,347 999,789 978,289 Revenues Taxes 132,022 54,470 220,000 70,000 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 27,189 47,972 33,500 36,895 Transfers In - - - - Other Revenues - - - - Total Revenues 159,211 102,442 253,500 106,895 Expenditures Personnel - - - - Operating - - - - Capital 2,400 - 275,000 675,000 Transfers Out - - - - Total Expenditures 2,400 - 275,000 675,000 Ending Fund Balance 897,347 999,789 978,289 410,184 202 Special Revenue Funds Detail Schedules Park & Recreation Facilities 233 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 1,708,631 1,630,269 1,789,591 1,470,770 Revenues Taxes 70,597 427,547 250,108 125,000 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 59,795 92,047 70,800 69,388 Transfers In - - - - Other Revenues - - - - Total Revenues 130,392 519,594 320,908 194,388 Expenditures Personnel - - - - Operating - - - - Capital 208,754 360,272 639,729 1,650,000 Transfers Out - - - - Total Expenditures 208,754 360,272 639,729 1,650,000 Ending Fund Balance 1,630,269 1,789,591 1,470,770 15,158 Signalization 234 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 438,750 525,535 606,217 185,442 Revenues Taxes 70,931 50,640 20,000 7,000 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 15,854 30,042 19,300 23,472 Transfers In - - - - Other Revenues - - - - Total Revenues 86,785 80,682 39,300 30,472 Expenditures Personnel - - - - Operating - - - - Capital - - 460,075 50,000 Transfers Out - - - - Total Expenditures - - 460,075 50,000 Ending Fund Balance 525,535 606,217 185,442 165,914 203 Special Revenue Funds Detail Schedules Fire Facilities 235 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 1,368,085 1,580,700 1,186,303 250,188 Revenues Taxes 297,648 166,938 116,100 89,000 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 49,189 86,847 59,700 67,039 Transfers In - - - - Other Revenues - - - - Total Revenues 346,837 253,785 175,800 156,039 Expenditures Personnel - - - - Operating - - - - Capital 134,222 622,933 1,111,915 - Transfers Out - 25,248 - - Total Expenditures 134,222 648,181 1,111,915 - Ending Fund Balance 1,580,700 1,186,303 250,188 406,227 The Dreamer, by David Phelps 204 Special Revenue Funds Detail Schedules Recycling Fund 236 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 2,927,948 3,154,193 3,469,341 3,449,230 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental 412,066 611,888 690,000 450,000 Charges for Services - - - - Use of Money & Property 103,944 179,201 121,900 138,576 Transfers In - - - - Other Revenues 27 - - - Total Revenues 516,037 791,089 811,900 588,576 Expenditures Personnel - - - - Operating 289,792 475,940 832,011 741,500 Capital - - - - Transfers Out - - - - Total Expenditures 289,792 475,940 832,011 741,500 Ending Fund Balance 3,154,193 3,469,341 3,449,230 3,296,306 Recycle, by John Branstetter 205 Special Revenue Funds Detail Schedules Energy Independence Loan Program 237 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 456,518 390,136 326,215 310,570 Revenues Taxes 71,522 (65,490) 115,000 115,000 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 28,741 90,020 61,500 67,795 Transfers In - - - - Other Revenues - - - - Total Revenues 100,263 24,530 176,500 182,795 Expenditures Personnel - - - - Operating 166,645 88,451 192,145 177,900 Capital - - - - Transfers Out - - - - Total Expenditures 166,645 88,451 192,145 177,900 Ending Fund Balance 390,136 326,215 310,570 315,465 Air Quality Management AB2766 238 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 14,837 32,291 31,732 8,082 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental 84,901 51,055 65,000 65,000 Charges for Services - - - - Use of Money & Property 1,303 1,968 1,180 1,555 Transfers In - - - - Other Revenues - - - - Total Revenues 86,204 53,022 66,180 66,555 Expenditures Personnel - - - - Operating 64,689 52,501 74,000 74,500 Capital 4,061 1,080 15,830 - Transfers Out - - - - Total Expenditures 68,751 53,581 89,830 74,500 Ending Fund Balance 32,291 31,732 8,082 137 206 Special Revenue Funds Detail Schedules Aquatic Center 242 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 986,495 891,177 1,814,337 1,144,083 Revenues Taxes - - - - Permits & Fees 410,344 506,911 451,256 539,188 Intergovernmental - - - - Charges for Services 240,030 295,227 333,731 299,473 Use of Money & Property 17,601 46,548 39,500 42,429 Transfers In 1,890,294 2,976,250 2,937,500 2,152,543 Other Revenues 74,301 168,544 129,380 149,367 Total Revenues 2,632,570 3,993,480 3,891,367 3,183,000 Expenditures Personnel - - - - Operating 2,221,231 2,743,848 3,181,989 3,183,000 Capital 506,656 326,471 1,379,632 300,000 Transfers Out - - - - Total Expenditures 2,727,888 3,070,319 4,561,621 3,483,000 Ending Fund Balance 891,177 1,814,337 1,144,083 844,083 Cannabis Compliance 243 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 574,004 454,169 1,497,418 1,886,418 Revenues Taxes 2,017,146 1,005,447 889,000 787,000 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - 37,802 - 34,784 Transfers In - -- - Other Revenues - -- - Total Revenues 2,017,146 1,043,249 889,000 821,784 Expenditures Personnel - - - - Operating 19 - - - Capital - - - - Transfers Out 2,136,962 - 500,000 1,500,000 Total Expenditures 2,136,981 - 500,000 1,500,000 Ending Fund Balance 454,169 1,497,418 1,886,418 1,208,202 207 Special Revenue Funds Detail Schedules Library Services 252 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance - - 639,235 196,793 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - 14,358 - 13,195 Transfers In - 1,321,527 2,185,290 2,523,443 Other Revenues - -- - Total Revenues - 1,335,885 2,185,290 2,536,638 Expenditures Personnel - 373,368 1,665,479 1,708,367 Operating - 207,790 943,270 751,102 Capital - 20,952 18,983 9,000 Transfers Out - 94,540 - - Total Expenditures - 696,650 2,627,732 2,468,469 Ending Fund Balance - 639,235 196,793 264,962 Perpetual Motion, by Bruce Stillman 208 Special Revenue Funds Detail Schedules El Paseo Assessment District 271 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 71,484 62,215 102,644 77,644 Revenues Taxes 271,431 297,039 300,000 275,000 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,460 4,808 - 4,383 Transfers In - - - - Other Revenues - 724 - - Total Revenues 272,891 302,571 300,000 279,383 Expenditures Personnel - - - - Operating 282,161 262,143 325,000 276,500 Capital - - - - Transfers Out - - - - Total Expenditures 282,161 262,143 325,000 276,500 Ending Fund Balance 62,215 102,644 77,644 80,526 209 Capital Project Fund Detail Schedules Capital Project Reserve Fund 400 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 9,325,980 12,823,353 9,699,898 4,094,692 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 306,874 682,682 335,000 555,958 Transfers In 14,184,017 2,000,000 10,447,674 5,397,482 Other Revenues 50,000 312,321 - - Total Revenues 14,540,891 2,995,003 10,782,674 5,953,440 Expenditures Personnel - - - - Operating 400,000 719,027 4,264,984 2,407,673 Capital 10,643,518 2,199,431 10,610,456 7,128,453 Transfers Out - 3,200,000 1,512,440 - Total Expenditures 11,043,518 6,118,458 16,387,880 9,536,126 Ending Fund Balance 12,823,353 9,699,898 4,094,692 512,006 Capital Project Drainage Facilities 420 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 2,004,060 1,764,170 4,745,723 1,102,183 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 66,253 94,298 73,700 70,860 Transfers In - 3,200,000 - - Other Revenues - -- - Total Revenues 66,253 3,294,298 73,700 70,860 Expenditures Personnel - - - - Operating 155,350 171,136 293,535 - Capital 150,793 141,609 3,423,705 200,000 Transfers Out - - - - Total Expenditures 306,143 312,745 3,717,240 200,000 Ending Fund Balance 1,764,170 4,745,723 1,102,183 973,043 210 Capital Project Fund Detail Schedules Economic Development Capital Projects 425 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 1,788,039 1,472,591 1,000,621 397,272 Revenues Taxes 361 - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 139,046 187,490 126,243 118,714 Transfers In - - - 325,000 Other Revenues 32,214 - 15,000 - Total Revenues 171,621 187,490 141,243 443,714 Expenditures Personnel - - - - Operating 487,069 659,460 744,592 638,581 Capital - - - - Transfers Out - - - - Total Expenditures 487,069 659,460 744,592 638,581 Ending Fund Balance 1,472,591 1,000,621 397,272 202,405 Parks & Recreation Facilities Capital Projects 430 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 9,696 10,047 10,604 11,004 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 351 557 400 427 Transfers In - - - - Other Revenues - - - - Total Revenues 351 557 400 427 Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 10,047 10,604 11,004 11,431 211 Capital Project Fund Detail Schedules Art in Public Places 436 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 1,244,942 1,302,640 1,510,249 1,201,319 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 48,669 77,436 53,000 59,811 Transfers In - - - - Other Revenues 736,506 403,458 493,065 259,000 Total Revenues 785,175 480,894 546,065 318,811 Expenditures Personnel - - - - Operating 123,717 113,749 254,995 274,120 Capital 532,954 159,535 600,000 365,000 Transfers Out 70,806 - - - Total Expenditures 727,477 273,284 854,995 639,120 Ending Fund Balance 1,302,640 1,510,249 1,201,319 881,010 Midstream, by J. Seward Johnson, Jr. 212 Capital Project Fund Detail Schedules Signalization Capital Projects 440 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 107,684 111,405 117,578 121,878 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 3,721 6,173 4,300 4,738 Transfers In - - - - Other Revenues - - - - Total Revenues 3,721 6,173 4,300 4,738 Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 111,405 117,578 121,878 126,616 Community Heroes, by Trinity Rivard 213 Capital Project Fund Detail Schedules Golf Course Capital Projects 441 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 10,723,986 12,838,988 7,082,941 3,785,003 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 3,004,838 3,370,477 3,009,265 3,019,516 Transfers In - - - - Other Revenues - 900,122 - - Total Revenues 3,004,838 4,270,599 3,009,265 3,019,516 Expenditures Personnel - - - - Operating 202,608 180,256 260,000 260,000 Capital 687,227 9,846,390 6,047,203 1,100,000 Transfers Out - - - - Total Expenditures 889,835 10,026,646 6,307,203 1,360,000 Ending Fund Balance 12,838,988 7,082,941 3,785,003 5,444,519 Building Maintenance Reserve 450 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 2,550,266 1,911,254 (274,621) 1,742,348 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 89,036 70,345 102,150 42,673 Transfers In 1,168,341 - 5,653,640 - Other Revenues - - - - Total Revenues 1,257,377 70,345 5,755,790 42,673 Expenditures Personnel - - - - Operating 296,969 394,222 350,000 75,000 Capital 1,599,420 1,861,998 3,388,821 1,625,000 Transfers Out - - - - Total Expenditures 1,896,389 2,256,219 3,738,821 1,700,000 Ending Fund Balance 1,911,254 (274,621) 1,742,348 85,021 214 Capital Project Fund Detail Schedules Capital Bond Projects 451 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 65,566,962 68,585,461 64,885,473 55,111,840 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 2,203,739 3,456,401 250,000 2,550,000 Transfers In 1,800,000 - - - Other Revenues - - - - Total Revenues 4,003,739 3,456,401 250,000 2,550,000 Expenditures Personnel - - - - Operating 7,934 1,540 500,000 - Capital 977,306 5,354,849 9,523,633 24,300,000 Transfers Out - 1,800,000 - - Total Expenditures 985,240 7,156,389 10,023,633 24,300,000 Ending Fund Balance 68,585,461 64,885,473 55,111,840 33,361,840 Library Capital Projects 452 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 664,555 687,519 3,752,866 132,065 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 22,964 85,448 180,000 77,788 Transfers In - - - 6,000,000 Other Revenues - 4,005,479 - - Total Revenues 22,964 4,090,927 180,000 6,077,788 Expenditures Personnel - - - - Operating - - - - Capital - 1,025,579 3,800,801 6,000,000 Transfers Out - - - - Total Expenditures - 1,025,579 3,800,801 6,000,000 Ending Fund Balance 687,519 3,752,866 132,065 209,853 215 Capital Project Fund Detail Schedules University Park Capital Projects 2021-1 461 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 2 2 2 2 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues - - - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 2 2 2 2 AD94-3 Merano 464 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 188,794 188,794 197,523 197,523 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - 8,729 - - Transfers In - - - - Other Revenues - - - - Total Revenues - 8,729 - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 188,794 197,523 197,523 197,523 216 Capital Project Fund Detail Schedules Silver Spur Ranch 466 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 618 618 618 618 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - (0) - - Transfers In - - - - Other Revenues - - - - Total Revenues - (0) - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 618 618 618 618 Highlands Assessment District 467 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 21 21 21 21 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - (0) - - Transfers In - - - - Other Revenues - - - - Total Revenues - (0) - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 21 21 21 21 217 Capital Project Fund Detail Schedules University Park CFD 468 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance (0)$ (0)(0)(0) Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues - - - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance (0)(0)(0)(0) Section 29 Assessment 2004-2 469 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 670 670 670 670 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - (0) - - Transfers In - - - - Other Revenues - - - - Total Revenues - (0) - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 670 670 670 670 218 Capital Project Fund Detail Schedules University Park 2024 470 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance - - - 10,000,000 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - 10,000,000 - Total Revenues - - 10,000,000 - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance - - 10,000,000 10,000,000 219 Enterprise Funds Detail Schedules Parkview Office Complex 510 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 12,926,076 13,321,578 13,479,332 6,113,885 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,804,824 1,799,574 1,298,000 1,548,612 Transfers In - - - - Other Revenues - 14,600 - - Total Revenues 1,804,824 1,814,174 1,298,000 1,548,612 Expenditures Personnel - - - - Operating 1,086,019 1,046,580 1,565,420 1,142,500 Capital 323,303 315,735 6,698,027 - Transfers Out - 294,105 400,000 400,000 Total Expenditures 1,409,322 1,656,420 8,663,447 1,542,500 Ending Fund Balance 13,321,578 13,479,332 6,113,885 6,119,997 Desert Willow Golf Course 520 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 64,897,299 66,459,323 67,351,092 67,267,855 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services 12,278,252 11,428,287 11,884,448 12,213,139 Use of Money & Property 213,517 439,783 231,060 331,283 Transfers In - - - - Other Revenues 143,384 692,003 479,962 518,770 Total Revenues 12,635,153 12,560,072 12,595,470 13,063,192 Expenditures Personnel - - - - Operating 9,730,897 9,930,266 10,573,476 11,318,971 Capital 1,342,232 1,738,038 2,105,231 2,117,345 Transfers Out - - - - Total Expenditures 11,073,129 11,668,303 12,678,707 13,436,316 Ending Fund Balance 66,459,323 67,351,092 67,267,855 66,894,731 *Fund Balance includes assets 220 Enterprise Funds Detail Schedules Palm Desert Recreational Facilities Corp (PDRFC)521 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance (960,750) (1,024,839) (1,149,005) (1,402,986) Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues 4,875,792 4,570,976 4,780,039 4,878,909 Total Revenues 4,875,792 4,570,976 4,780,039 4,878,909 Expenditures Personnel - - - - Operating 4,939,880 4,695,142 5,034,020 5,089,025 Capital - - - - Transfers Out - - - - Total Expenditures 4,939,880 4,695,142 5,034,020 5,089,025 Ending Fund Balance (1,024,839) (1,149,005) (1,402,986) (1,613,102) *The FY 2023-24 actuals for PDRFC do not reflect a transfer-in from Desert Willow. This transfer is made at fiscal year- end for presentation purposes in the annual financial reports to bring the net position for PDRFC to zero. 221 Internal Service Funds Detail Schedules Equipment Replacement Fund 530 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 7,925,396 7,919,336 7,272,059 2,445,880 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 295,472 347,486 242,000 267,503 Transfers In 860,000 119,788 - - Other Revenues - - - - Total Revenues 1,155,472 467,274 242,000 267,503 Expenditures Personnel - - - - Operating 984,038 895,329 970,000 960,000 Capital 169,290 219,223 4,098,179 1,207,787 Transfers Out - - - - Total Expenditures 1,153,328 1,114,552 5,068,179 2,167,787 Ending Fund Balance 7,927,539 7,272,059 2,445,880 545,596 Compensation Benefits 577 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance (25,339) (272,399) (155,217) 208,083 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 76,735 108,176 98,300 98,611 Transfers In 101,289 272,399 515,000 - Other Revenues - 19,707 - - Total Revenues 178,024 400,282 613,300 98,611 Expenditures Personnel - - - - Operating 425,084 283,100 250,000 250,000 Capital - - - - Transfers Out - - - - Total Expenditures 425,084 283,100 250,000 250,000 Ending Fund Balance (272,399) (155,217) 208,083 56,694 222 SECTION 5: SPECIAL ASSESSMENT FUNDS 223 SPECIAL ASSESSMENT FUNDS Special Assessment Funds are used to account for proceeds of assessments collected from property owners within the respective assessment districts established that are legally restricted to expenditures for the specific purposes of the district formation. Various Landscaping and Lighting District Funds - These funds are used to account for expenditures and receipts of property taxes and service fees levied to the property owners in the various landscaping and lighting districts which were formed to provide landscaping and street lighting maintenance. Individual landscaping and lighting funds are set up for each district. Starting in 2003-2004 the service levels for each of the districts were reduced down based on the funding level agreed to by the property owners. Each level of service is described in the expenditure sheets. Zone 2 - Canyon Cove - These parcels receive benefit from the improvements and the maintenance of street lighting encompassing all streets within the Zone and the landscaped area north of Haystack Road. Zone 3 - Vineyards - These parcels receive benefit from the improvements and maintenance of street lighting within the Zone and maintenance of the landscaped area along the West side of Portola Avenue. Zone 4 - Parkview Estates - These parcels receive benefit from the improvements and maintenance of street lighting. Zone 5 - Cook & Country Club Area - These parcels receive benefit from the Tract Street lighting, Parkway landscaping and entrance landscaping improvements. This includes Desert Mirage, Sandcastles, Primrose. Zone 6 - Hovley Lane West - These parcels lie generally East of Monterey Avenue and West of Portola Avenue and include parcels and tracts along Hovley Lane West. These parcels receive benefit from the improvements and maintenance of street lighting, parkway landscaping and some parcels with dry wells. This includes Monterey Meadows, Hovley Glen, Hovley Estates, Sonata I, Sonata II, Hovley Collection, La Paloma, La Paloma II, La Paloma III, Sandpiper Court, Sandpiper West, Hovley Court West, Diamondback, Palm Court. Zone 7 - Waring Court - These parcels receive benefit from the improvements and maintenance of landscaped parkways along Fred Waring Drive adjacent to the tract. Zone 8 - Palm Gate - These parcels receive benefit from the improvements and maintenance of local street lighting and the landscaped parkways fronting the tract. Zone 9 - The Grove - These parcels receive benefit from the improvements and maintenance of street lighting, landscaping and palm tree trimming within the public right-of ways. Zone 11 - Portola Place - These parcels receive benefits from the improvements and maintenance of the landscaped parkways extending along Portola Avenue adjacent to the tract. Zone 13 - Palm Desert Country Club - These parcels receive benefit from the improvements and maintenance of entryway landscaping and street lighting. This would include landscaping along Fred Waring Drive and along Hovley Lane East from Oasis to Washington. 224 SPECIAL ASSESSMENT FUNDS Zone 14 - K & B at Palm Desert - All properties within the Zone benefit from street lighting, landscaping of the retention basin, and dry well maintenance. Zone 15 - Canyon Crest - These parcels benefit from Tract Street lighting and Parkway landscaping improvements. Zone 16 - College View Estates II - These parcels benefit from Tract Street lighting and Parkway landscaping improvements. This would include Sundance West, College View Estates I, Petunia I, Sundance East and The Boulders. President’s Plaza I - Business Improvement District - Established beginning in 1998/99 after proposition 218 to provide improvements and services within the boundaries of the district. The services include regular maintenance, repair, removal or replacement of all or any part of the improvements including removal of trimmings, rubbish, debris and other solid waste, the cleaning. President’s Plaza III Business Improvement District - The district is located south of Highway 111 and north of El Paseo, east of Highway 74. The services include regular maintenance, repair, removal or replacement of all or any part of the improvements including removal of trimmings, rubbish, debris and other solid waste, the cleaning. Benefit Assessment District No. 1 (Section 29) - These parcels benefit from drainage basin improvements. 225 Landscape Lighting Districts Detail Schedules Parkview Estates - Zone 4 (4374)2724374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance (1,589) 1,101 1,056 767 Revenues Taxes 5,355 5,488 5,491 5,985 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In 439 439 - - Other Revenues - - - - Total Revenues 5,794 5,927 5,491 5,985 Expenditures Personnel - - - - Operating 3,104 5,972 5,780 6,050 Capital - - - - Transfers Out - - - - Total Expenditures 3,104 5,972 5,780 6,050 Ending Fund Balance 1,101 1,056 767 702 Desert Mirage - Zone 5 DM (4680)2734680 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 20,523 24,349 26,354 13,131 Revenues Taxes 12,322 11,824 12,209 12,948 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,034 - - - Transfers In 2,750 2,750 - - Other Revenues - - - - Total Revenues 16,106 14,574 12,209 12,948 Expenditures Personnel - - - - Operating 12,281 12,569 25,432 22,450 Capital - - - - Transfers Out - - - - Total Expenditures 12,281 12,569 25,432 22,450 Ending Fund Balance 24,349 26,354 13,131 3,629 226 Landscape Lighting Districts Detail Schedules Sandcastles - Zone 5 SC (4681)2734681 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 20,523 20,985 20,783 19,722 Revenues Taxes 2,126 2,233 2,255 2,404 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 2,126 2,233 2,255 2,404 Expenditures Personnel - - - - Operating 1,664 2,436 3,316 3,050 Capital - - - - Transfers Out - - - - Total Expenditures 1,664 2,436 3,316 3,050 Ending Fund Balance 20,985 20,783 19,722 19,076 Primrose II - Zone 5 PR (4682)2734682 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 20,523 22,206 23,850 20,431 Revenues Taxes 7,632 7,973 7,733 8,222 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 7,632 7,973 7,733 8,222 Expenditures Personnel - - - - Operating 5,950 6,329 11,152 10,290 Capital - - - - Transfers Out - - - - Total Expenditures 5,950 6,329 11,152 10,290 Ending Fund Balance 22,206 23,850 20,431 18,363 227 Landscape Lighting Districts Detail Schedules Monterey Meadows - Zone 6 MM (4680)2754680 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,504 18,721 18,156 14,605 Revenues Taxes 5,003 4,894 5,105 5,409 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 3,016 - - - Transfers In 9,651 - - - Other Revenues - - - - Total Revenues 17,670 4,894 5,105 5,409 Expenditures Personnel - - - - Operating 12,452 5,459 8,656 8,500 Capital - - - - Transfers Out - - - - Total Expenditures 12,452 5,459 8,656 8,500 Ending Fund Balance 18,721 18,156 14,605 11,514 Hovley Glen - Zone 6 HG (4681)2754681 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,504 11,101 8,688 836 Revenues Taxes 6,455 6,230 6,549 7,138 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 6,455 6,230 6,549 7,138 Expenditures Personnel - - - - Operating 8,858 8,643 14,401 17,895 Capital - - - - Transfers Out - - - - Total Expenditures 8,858 8,643 14,401 17,895 Ending Fund Balance 11,101 8,688 836 (9,921) 228 Landscape Lighting Districts Detail Schedules Hovley Estates - Zone 6 HE (4682)2754682 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,504 15,325 17,362 15,836 Revenues Taxes 6,995 7,219 7,088 7,522 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 6,995 7,219 7,088 7,522 Expenditures Personnel - - - - Operating 5,174 5,182 8,614 13,850 Capital - - - - Transfers Out - - - - Total Expenditures 5,174 5,182 8,614 13,850 Ending Fund Balance 15,325 17,362 15,836 9,508 Sonata I - Zone 6 S1 (4683)2754683 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,504 12,931 10,804 5,541 Revenues Taxes 7,514 7,743 7,607 8,293 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 7,514 7,743 7,607 8,293 Expenditures Personnel - - - - Operating 8,087 9,869 12,870 13,110 Capital - - - - Transfers Out - - - - Total Expenditures 8,087 9,869 12,870 13,110 Ending Fund Balance 12,931 10,804 5,541 724 229 Landscape Lighting Districts Detail Schedules Sonata II - Zone 6 S2 (4684)2754684 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 17,368 20,240 13,581 Revenues Taxes 14,387 16,031 14,664 18,440 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 14,387 16,031 14,664 18,440 Expenditures Personnel - - - - Operating 10,522 13,159 21,323 19,460 Capital - - - - Transfers Out - - - - Total Expenditures 10,522 13,159 21,323 19,460 Ending Fund Balance 17,368 20,240 13,581 12,561 Hovley Collection - Zone 6 HC (4685)2754685 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 13,507 13,521 4,341 Revenues Taxes 6,867 7,264 7,061 7,696 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 6,867 7,264 7,061 7,696 Expenditures Personnel - - - - Operating 6,864 7,250 16,241 16,200 Capital - - - - Transfers Out - - - - Total Expenditures 6,864 7,250 16,241 16,200 Ending Fund Balance 13,507 13,521 4,341 (4,163) 230 Landscape Lighting Districts Detail Schedules La Paloma I - Zone 6 L1 (4686)2754686 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 12,415 13,192 10,448 Revenues Taxes 5,027 5,187 5,120 5,432 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 5,027 5,187 5,120 5,432 Expenditures Personnel - - - - Operating 6,115 4,410 7,864 7,300 Capital - - - - Transfers Out - - - - Total Expenditures 6,115 4,410 7,864 7,300 Ending Fund Balance 12,415 13,192 10,448 8,580 La Paloma II - Zone 6 L2 (4687)2754687 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 14,108 14,559 11,831 Revenues Taxes 4,643 4,495 4,736 4,872 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 4,643 4,495 4,736 4,872 Expenditures Personnel - - - - Operating 4,038 4,045 7,464 7,100 Capital - - - - Transfers Out - - - - Total Expenditures 4,038 4,045 7,464 7,100 Ending Fund Balance 14,108 14,559 11,831 9,603 231 Landscape Lighting Districts Detail Schedules La Paloma III - Zone 6 L3 (4693)2754693 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 13,041 12,710 9,332 Revenues Taxes 4,482 4,323 4,575 4,705 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 4,482 4,323 4,575 4,705 Expenditures Personnel - - - - Operating 4,944 4,654 7,953 7,750 Capital - - - - Transfers Out - - - - Total Expenditures 4,944 4,654 7,953 7,750 Ending Fund Balance 13,041 12,710 9,332 6,287 Sandpiper Court - Zone 6 SP (4694)2754694 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 15,056 15,997 13,439 Revenues Taxes 7,091 6,852 7,184 7,621 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 7,091 6,852 7,184 7,621 Expenditures Personnel - - - - Operating 5,538 5,911 9,742 8,700 Capital - - - - Transfers Out - - - - Total Expenditures 5,538 5,911 9,742 8,700 Ending Fund Balance 15,056 15,997 13,439 12,360 232 Landscape Lighting Districts Detail Schedules Sandpiper West - Zone 6 SW (4695)2754695 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 14,506 15,299 11,784 Revenues Taxes 6,899 7,123 6,992 7,423 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 6,899 7,123 6,992 7,423 Expenditures Personnel - - - - Operating 5,896 6,330 10,507 9,400 Capital - - - - Transfers Out - - - - Total Expenditures 5,896 6,330 10,507 9,400 Ending Fund Balance 14,506 15,299 11,784 9,807 Hovley Court West - Zone 6 HW (4696)2754696 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 14,464 14,649 7,634 Revenues Taxes 5,299 5,475 5,392 5,726 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 5,299 5,475 5,392 5,726 Expenditures Personnel - - - - Operating 4,338 5,291 12,407 10,550 Capital - - - - Transfers Out - - - - Total Expenditures 4,338 5,291 12,407 10,550 Ending Fund Balance 14,464 14,649 7,634 2,810 233 Landscape Lighting Districts Detail Schedules Diamondback - Zone 6 DB (4643)2754643 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 15,571 26,848 24,808 Revenues Taxes 4,886 4,886 4,980 5,122 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - 9,651 - - Other Revenues - - - - Total Revenues 4,886 14,537 4,980 5,122 Expenditures Personnel - - - - Operating 2,818 3,260 7,020 7,350 Capital - - - - Transfers Out - - - - Total Expenditures 2,818 3,260 7,020 7,350 Ending Fund Balance 15,571 26,848 24,808 22,580 Palm Court - Zone 6 PC (4697)2754697 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 13,503 14,456 15,677 14,427 Revenues Taxes 4,506 4,506 4,600 4,732 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 4,506 4,506 4,600 4,732 Expenditures Personnel - - - - Operating 3,553 3,285 5,850 6,350 Capital - - - - Transfers Out - - - - Total Expenditures 3,553 3,285 5,850 6,350 Ending Fund Balance 14,456 15,677 14,427 12,809 234 Landscape Lighting Districts Detail Schedules Canyon Cove - Zone 2 (4374)2764374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 4,289 3,171 (25,469) 3,589 Revenues Taxes 27,878 29,405 28,335 30,887 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In 113,307 88,307 173,807 141,000 Other Revenues - - - - Total Revenues 141,185 117,712 202,142 171,887 Expenditures Personnel - - - - Operating 142,303 146,351 173,084 175,000 Capital - - - - Transfers Out - - - - Total Expenditures 142,303 146,351 173,084 175,000 Ending Fund Balance 3,171 (25,469) 3,589 476 Vineyards - Zone 3 (4374)2784374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 33,729 34,929 38,645 35,702 Revenues Taxes 10,894 11,377 10,988 11,718 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 550 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 11,444 11,377 10,988 11,718 Expenditures Personnel - - - - Operating 10,244 7,661 13,931 11,900 Capital - - - - Transfers Out - - - - Total Expenditures 10,244 7,661 13,931 11,900 Ending Fund Balance 34,929 38,645 35,702 35,520 235 Landscape Lighting Districts Detail Schedules Waring Court - Zone 7 (4374)2794374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 34,834 36,261 37,319 35,285 Revenues Taxes 5,683 5,683 5,776 5,942 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 602 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 6,285 5,683 5,776 5,942 Expenditures Personnel - - - - Operating 4,858 4,624 7,810 7,350 Capital - - - - Transfers Out - - - - Total Expenditures 4,858 4,624 7,810 7,350 Ending Fund Balance 36,261 37,319 35,285 33,877 Palm Gate - Zone 8 (4374)2804374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 31,175 39,852 47,042 51,710 Revenues Taxes 11,554 10,699 11,655 10,848 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 575 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 12,129 10,699 11,655 10,848 Expenditures Personnel - - - - Operating 3,452 3,510 6,987 7,600 Capital - - - - Transfers Out - - - - Total Expenditures 3,452 3,510 6,987 7,600 Ending Fund Balance 39,852 47,042 51,710 54,958 236 Landscape Lighting Districts Detail Schedules The Grove - Zone 9 (4374)2814374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 72,324 74,707 73,738 64,892 Revenues Taxes 20,964 21,104 21,000 22,252 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,264 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 22,228 21,104 21,000 22,252 Expenditures Personnel - - - - Operating 19,845 22,073 29,846 30,875 Capital - - - - Transfers Out - - - - Total Expenditures 19,845 22,073 29,846 30,875 Ending Fund Balance 74,707 73,738 64,892 56,269 Portola Place - Zone 11 (4374)2834374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 30,826 30,611 29,702 26,413 Revenues Taxes 4,228 4,228 4,324 4,448 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 524 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 4,752 4,228 4,324 4,448 Expenditures Personnel - - - - Operating 4,967 5,137 7,613 6,800 Capital - - - - Transfers Out - - - - Total Expenditures 4,967 5,137 7,613 6,800 Ending Fund Balance 30,611 29,702 26,413 24,061 237 Landscape Lighting Districts Detail Schedules Palm Desert Country Club - Zone 13 (4374)2994374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 133,951 157,243 168,236 152,155 Revenues Taxes 60,718 65,664 66,925 66,925 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 2,382 8,529 5,400 6,693 Transfers In - - - - Other Revenues - - - - Total Revenues 63,100 74,194 72,325 73,618 Expenditures Personnel - - - - Operating 39,808 63,200 88,406 92,600 Capital - - - - Transfers Out - - - - Total Expenditures 39,808 63,200 88,406 92,600 Ending Fund Balance 157,243 168,236 152,155 133,173 K&B at Palm Desert - Zone 14 (4374)2854374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 111,465 103,211 103,131 90,845 Revenues Taxes 15,994 15,991 16,137 16,601 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,862 - - - Transfers In 5,445 5,445 - - Other Revenues - - - - Total Revenues 23,301 21,436 16,137 16,601 Expenditures Personnel - - - - Operating 31,555 21,516 28,423 25,300 Capital - - - - Transfers Out - - - - Total Expenditures 31,555 21,516 28,423 25,300 Ending Fund Balance 103,211 103,131 90,845 82,146 238 Landscape Lighting Districts Detail Schedules Canyon Crest - Zone 15 (4374)2864374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 46,945 47,208 47,996 43,938 Revenues Taxes 7,932 7,683 7,973 8,202 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 794 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 8,726 7,683 7,973 8,202 Expenditures Personnel - - - - Operating 8,463 6,895 12,031 11,870 Capital - - - - Transfers Out - - - - Total Expenditures 8,463 6,895 12,031 11,870 Ending Fund Balance 47,208 47,996 43,938 40,270 College View Estates II - Zone 16 CV2 (4374)2874374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 61,572 63,396 63,715 53,559 Revenues Taxes 6,642 6,642 6,847 6,942 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 6,310 - - - Transfers In 3,408 3,408 - - Other Revenues - - - - Total Revenues 16,360 10,050 6,847 6,942 Expenditures Personnel - - - - Operating 14,536 9,731 17,003 14,650 Capital - - - - Transfers Out - - - - Total Expenditures 14,536 9,731 17,003 14,650 Ending Fund Balance 63,396 63,715 53,559 45,851 239 Landscape Lighting Districts Detail Schedules Sundance West - Zone 16 SD (4681)2874681 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 61,572 62,777 62,440 53,806 Revenues Taxes 6,877 6,877 6,976 7,175 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 6,877 6,877 6,976 7,175 Expenditures Personnel - - - - Operating 5,672 7,214 15,610 14,050 Capital - - - - Transfers Out - - - - Total Expenditures 5,672 7,214 15,610 14,050 Ending Fund Balance 62,777 62,440 53,806 46,931 College View Estates I - Zone 16 CV1 (4684)2874684 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 61,572 60,328 60,541 51,195 Revenues Taxes 7,357 7,357 7,455 7,670 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 7,357 7,357 7,455 7,670 Expenditures Personnel - - - - Operating 8,601 7,145 16,801 16,050 Capital - - - - Transfers Out - - - - Total Expenditures 8,601 7,145 16,801 16,050 Ending Fund Balance 60,328 60,541 51,195 42,815 240 Landscape Lighting Districts Detail Schedules Petunia I - Zone 16 P1 (4682)2874682 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 61,572 67,900 66,496 58,996 Revenues Taxes 6,077 5,884 6,175 6,353 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In 6,408 - - - Other Revenues - - - - Total Revenues 12,485 5,884 6,175 6,353 Expenditures Personnel - - - - Operating 6,157 7,289 13,675 12,400 Capital - - - - Transfers Out - - - - Total Expenditures 6,157 7,289 13,675 12,400 Ending Fund Balance 67,900 66,496 58,996 52,949 Sundance East - Zone 16 SE (4683)2874683 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 61,572 57,180 56,233 46,729 Revenues Taxes 4,346 4,346 4,438 4,565 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 4,346 4,346 4,438 4,565 Expenditures Personnel - - - - Operating 8,738 5,292 13,942 15,850 Capital - - - - Transfers Out - - - - Total Expenditures 8,738 5,292 13,942 15,850 Ending Fund Balance 57,180 56,233 46,729 35,444 241 Landscape Lighting Districts Detail Schedules The Boulders - Zone 16 BD (4680)2874680 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 61,572 58,179 53,981 41,679 Revenues Taxes 3,939 3,939 4,032 4,148 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In - - - - Other Revenues - - - - Total Revenues 3,939 3,939 4,032 4,148 Expenditures Personnel - - - - Operating 7,332 8,137 16,334 15,100 Capital - - - - Transfers Out - - - - Total Expenditures 7,332 8,137 16,334 15,100 Ending Fund Balance 58,179 53,981 41,679 30,727 President's Plaza I 2774373 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 138,468 305,705 425,047 419,152 Revenues Taxes 381,905 428,982 398,935 448,481 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 3,674 - - - Transfers In 74,100 - - - Other Revenues - - - - Total Revenues 459,679 428,982 398,935 448,481 Expenditures Personnel - - - - Operating 292,442 309,641 404,830 389,200 Capital - - - - Transfers Out - - - - Total Expenditures 292,442 309,641 404,830 389,200 Ending Fund Balance 305,705 425,047 419,152 478,433 242 Landscape Lighting Districts Detail Schedules President's Plaza III 2824373 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 83,860 44,739 48,254 53,443 Revenues Taxes 47,963 46,711 48,062 53,067 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,508 - - - Transfers In - - 170,386 Other Revenues - - - - Total Revenues 49,471 46,711 218,448 53,067 Expenditures Personnel - - - - Operating 29,593 43,196 213,259 106,510 Capital - - - - Transfers Out - - - - Total Expenditures 29,593 43,196 213,259 106,510 Ending Fund Balance 103,739 48,254 53,443 (0) BAD No. 1 2894374 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 3,086,446 3,237,093 651,474 848,785 Revenues Taxes 260,232 258,207 260,410 267,909 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 55,838 159,213 55,500 119,465 Transfers In - - - - Other Revenues - - - - Total Revenues 316,070 417,421 315,910 387,374 Expenditures Personnel - - - - Operating 3,506 3,039 118,599 118,599 Capital 161,917 3,000,000 - - Transfers Out - - - - Total Expenditures 165,424 3,003,039 118,599 118,599 Ending Fund Balance 3,237,093 651,474 848,785 1,117,560 243 THIS PAGE INTENTIONALLY LEFT BLANK 244 SECTION 6: DEBT SERVICE ASSESSMENT DISTRICT FUNDS 245 DEBT SERVICES ASSESMENT DISTRICT FUNDS Debt Service Funds are used to account for the accumulation of resources and payment of bond principal and interests from special assessment levies. AD 87-1 Improvement Bond Act of 1915: The Bonds were issued to fund public facilities to include Construction of sanitary sewer system and street improvements. The Bonds are not general obligations of the City. This district was refunded by the Palm Desert Financing Authority 1995 Revenue Bonds (AD 83-1, 84-1R, and 87-1) AD 92-1 Tierravista Improvement Bond Act of 1915: The Bonds were issued to fund public facilities to include Construction of sanitary sewer system and street improvements. The Bonds are not general obligations of the City. This district was refunded by the Palm Desert Financing Authority 1997 Revenue Bonds (AD 92-1, 94-1 and CFD 91-1). AD 94-1 Bighorn Improvement Bond Act of 1915: The Bonds were issued to fund public facilities to include water system improvements, roadway widening improvements to State Highway 74. The Bonds are not general obligations of the City. This district was refunded by the Palm Desert Financing Authority 1997 Revenue Bonds. AD No. 94-2 Improvement Act Bond of 1915: The Bonds were issued to fund Street, water system, and sanitary sewer system improvements. The Palm Desert Financing Authority 2003 Assessment Revenue Bonds refunded this district. AD No. 94-3 Merano. The bonds were issued to provide funds for public improvements, and was partially refunded through AD No. 01-01, Silver Spur. $2,955,000 1915 Act Improvement Bonds AD No. 98-1 (Canyons at Bighorn). The bonds were issued to finance the acquisition of certain roadway improvements and water and sewer facilities associated with the Canyons at Bighorn development. The bonds are not general obligations of the City, the debt is payable from the assessments collected from the owners of properties located within the district. $4,423,000 1915 Act Improvement Bonds AD No. 01-01 (Silver Spur Public Improvements). The bonds were issued to provide funds for public improvements and refunding of AD No. 94-2 Sunterrace and AD No. 94-3 Merano. The bonds are not general obligations of the City, the debt is payable from the assessments collected from the owners of properties located within the district. $3,165,000 Highlands Underground AD No. 04-01, Limited Obligation Improvement Bonds. The bonds were issued to finance the construction of utilities undergrounding and pay the cost of issuance. 246 DEBT SERVICES ASSESMENT DISTRICT FUNDS $16,400,00 Section 29 AD No. 2004-02 Limited Obligation Refunding Improvement Bonds. The bonds were issued to defense and redeem the $19,830,000 principal amount and to levy reassessments within the Section 29 Assessment District to secure the bonds. The bonds are not general obligations of the City, the debt is payable from the assessments collected from the owners of properties located within the district. $10,935,000 2008 Special Tax Refunding Bonds Community Facilities District (CFD) No. 91- 1 (Indian Ridge). The bonds were issued to refund and defense all the outstanding $16,260,000 principal of the Palm Desert Financing Authority 1997 Revenue Bonds. The bonds are not general obligations of the City, the debt is payable from the assessments collected from the owners of properties located within the district. $67,915,000 CFD No. 2005-1 (University Park). The bonds were issued to finance the construction and acquisition of public facilities that benefit the District. The bonds are not general obligations of the City, the debt is payable from the assessments collected from the owners of properties located within the district. $26,800,000 CFD No. 2021-1/ 2021-1 Series 2024 (University Park) Special Tax Refunding Bonds. The bonds were issued to provide funds: (i) to refund a portion of the District’s outstanding Special Tax Bonds; (ii) fund a reserve account for the bonds; (iii) pay costs incurred with the issuance of the bonds. Palm Desert Finance Authority- Fund is used to account for the resources and payment of the debt issued by the Palm Desert Financing Authority. Retiree Health Benefits- This fund is used to account for funds contributed toward future and current retiree health expenses. 247 Fiduciary Funds Detail Schedules Assessment Dist 84-1 303 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 503,724 - - - Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 8,698 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 8,698 - - - Expenditures Personnel - - - - Operating 534,000 - - - Capital - - - - Transfers Out - - - - Total Expenditures 534,000 - - - Ending Fund Balance (21,578) - - - Assessment Dist 87-1 304 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 185,583 188,669 188,669 188,669 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 3,086 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 3,086 - - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 188,669 188,669 188,669 188,669 248 Fiduciary Funds Detail Schedules Assessment Dist 92-1 306 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 119,247 121,231 121,231 121,231 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,983 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 1,983 - - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 121,230 121,231 121,231 121,231 Assessment Dist 91-4 Bighorn 307 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 319,520 324,833 324,833 324,833 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 5,313 - - - Transfers In - - - - Other Revenues - - - - Total Revenues 5,313 - - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 324,833 324,833 324,833 324,833 249 Fiduciary Funds Detail Schedules Assessment Dist 94-2 Sunterrace/Varner 308 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 100,318 103,785 109,535 109,535 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 3,467 5,750 - - Transfers In - - - - Other Revenues - - - - Total Revenues 3,467 5,750 - - Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 103,785 109,535 109,535 109,535 Assessment Dist 94-3 Merano 309 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 54,045 56,749 59,882 62,082 Revenues Taxes 837 - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,868 3,132 2,200 2,409 Transfers In - - - - Other Revenues - - - - Total Revenues 2,705 3,132 2,200 2,409 Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 56,749 59,882 62,082 64,491 250 Fiduciary Funds Detail Schedules Assessment Dist 98-1 Canyons of Bighorn 311 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 82,184 85,024 89,735 93,035 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 2,840 4,711 3,300 3,616 Transfers In - - - - Other Revenues - - - - Total Revenues 2,840 4,711 3,300 3,616 Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 85,024 89,735 93,035 96,651 Assessment Dist 01-1 Silver Spur 312 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 277,667 307,924 314,853 314,757 Revenues Taxes 175,979 174,914 167,563 167,563 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 8,182 12,381 8,700 9,513 Transfers In - - - - Other Revenues - - - - Total Revenues 184,161 187,295 176,263 177,076 Expenditures Personnel - - - - Operating 15,255 21,738 13,800 15,000 Capital - - - - Transfers Out 138,649 158,628 162,559 150,656 Total Expenditures 153,904 180,366 176,359 165,656 Ending Fund Balance 307,924 314,853 314,757 326,177 251 Debt Service Funds Detail Schedules Assessment Dist Highlands 314 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 99,706 125,067 142,430 144,756 Revenues Taxes 128,760 131,442 120,391 120,391 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 2,725 4,879 2,600 3,933 Transfers In - - - - Other Revenues - - - - Total Revenues 131,485 136,321 122,991 124,324 Expenditures Personnel - - - - Operating 106,124 118,958 120,665 119,346 Capital - - - - Transfers Out - - - - Total Expenditures 106,124 118,958 120,665 119,346 Ending Fund Balance 125,067 142,430 144,756 149,734 252 Fiduciary Funds Detail Schedules Assessment Dist Section 29 315 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 1,070,057 1,194,329 2,440,493 2,469,293 Revenues Taxes 1,449,225 2,619,241 1,447,900 1,447,900 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 24,554 60,121 16,800 51,743 Transfers In - - - - Other Revenues - - - - Total Revenues 1,473,779 2,679,362 1,464,700 1,499,643 Expenditures Personnel - - - - Operating 1,349,508 1,433,197 1,435,900 1,307,000 Capital - - - - Transfers Out - - - - Total Expenditures 1,349,508 1,433,197 1,435,900 1,307,000 Ending Fund Balance 1,194,329 2,440,493 2,469,293 2,661,936 Assessment Dist 91-1 Indian Ridge 351 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 1,154,363 1,194,252 1,260,420 1,282,520 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 39,889 66,168 22,100 50,795 Transfers In - - - - Other Revenues - - - - Total Revenues 39,889 66,168 22,100 50,795 Expenditures Personnel - - - - Operating - - - - Capital - - - - Transfers Out - - - - Total Expenditures - - - - Ending Fund Balance 1,194,252 1,260,420 1,282,520 1,333,315 253 Fiduciary Funds Detail Schedules Assessment Dist CFD University Park 353 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 434,246 489,469 536,818 78,368 Revenues Taxes 501,300 519,522 494,850 494,850 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 10,570 14,508 12,550 15,530 Transfers In - - - - Other Revenues - - - - Total Revenues 511,870 534,029 507,400 510,380 Expenditures Personnel - - - - Operating 456,647 486,681 965,850 508,800 Capital - - - - Transfers Out - - - - Total Expenditures 456,647 486,681 965,850 508,800 Ending Fund Balance 489,469 536,818 78,368 79,948 Assessment Dist CFD University Park 2021 354 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 551,035 664,868 800,897 847,500 Revenues Taxes 926,901 1,026,021 917,575 913,675 Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 12,276 15,191 8,100 13,799 Transfers In - - - - Other Revenues - - - - Total Revenues 939,177 1,041,213 925,675 927,474 Expenditures Personnel - - - - Operating 825,344 905,184 879,072 918,675 Capital - - - - Transfers Out - - - - Total Expenditures 825,344 905,184 879,072 918,675 Ending Fund Balance 664,868 800,897 847,500 856,299 254 Assessment Dist CFD University Park 2024 355 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance - - 907,739 735,465 Revenues Taxes - 1,286,989 360,914 610,825 Permits & Fees --- - Intergovernmental --- - Charges for Services --- - Use of Money & Property -803 38 727 Transfers In - - - - Other Revenues - - - - Total Revenues - 1,287,792 360,952 611,552 Expenditures Personnel - - - - Operating - 380,052 533,225 610,825 Capital - - - - Transfers Out - - - - Total Expenditures - 380,052 533,225 610,825 Ending Fund Balance - 907,739 735,465 736,192 Palm Desert Finance Authority 391 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 23,253 13,484 21,831 3,035 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 6,251 8,347 6,025 - Transfers In 138,649 158,628 137,738 150,656 Other Revenues - - - - Total Revenues 144,900 166,975 143,762 150,656 Expenditures Personnel - - - - Operating 154,669 158,628 162,559 150,666 Capital - - - - Transfers Out - - - - Total Expenditures 154,669 158,628 162,559 150,666 Ending Fund Balance 13,484 21,831 3,035 3,025 Fiduciary Funds Detail Schedules 255 Fiduciary Funds Detail Schedules Retiree Health Benefits 576 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 2,883,350 2,956,060 3,093,843 2,699,103 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 72,710 137,783 93,500 106,601 Transfers In 834,654 744,824 979,824 1,080,000 Other Revenues - 145,305 - - Total Revenues 907,364 1,027,913 1,073,324 1,186,601 Expenditures Personnel - - - - Operating 834,654 890,129 1,468,064 1,092,200 Capital - - - - Transfers Out - - - - Total Expenditures 834,654 890,129 1,468,064 1,092,200 Ending Fund Balance 2,956,060 3,093,843 2,699,103 2,793,504 256 DEBT SERVICE SCHEDULES 257 Dated Date:3/26/2024 First Coupon:9/1/2024 First Maturity:9/1/2025 09/01/24 4.25000%$0.00 $246,137.85 $246,137.85 $246,137.85 03/01/25 $285,837.50 $285,837.50 09/01/25 4.25000%$40,000.00 $285,837.50 $325,837.50 $611,675.00 03/01/26 $284,987.50 $284,987.50 09/01/26 4.25000%$50,000.00 $284,987.50 $334,987.50 $619,975.00 03/01/27 $283,925.00 $283,925.00 09/01/27 4.25000%$65,000.00 $283,925.00 $348,925.00 $632,850.00 03/01/28 $282,543.75 $282,543.75 09/01/28 4.25000%$80,000.00 $282,543.75 $362,543.75 $645,087.50 03/01/29 $280,843.75 $280,843.75 09/01/29 4.25000%$95,000.00 $280,843.75 $375,843.75 $656,687.50 03/01/30 $278,825.00 $278,825.00 09/01/30 4.25000%$120,000.00 $278,825.00 $398,825.00 $677,650.00 03/01/31 $276,275.00 $276,275.00 09/01/31 4.25000%$135,000.00 $276,275.00 $411,275.00 $687,550.00 03/01/32 $273,406.25 $273,406.25 09/01/32 4.25000%$155,000.00 $273,406.25 $428,406.25 $701,812.50 03/01/33 $270,112.50 $270,112.50 09/01/33 4.25000%$175,000.00 $270,112.50 $445,112.50 $715,225.00 03/01/34 $266,393.75 $266,393.75 09/01/34 4.25000%$195,000.00 $266,393.75 $461,393.75 $727,787.50 03/01/35 $262,250.00 $262,250.00 09/01/35 5.00000%$215,000.00 $262,250.00 $477,250.00 $739,500.00 03/01/36 $256,875.00 $256,875.00 09/01/36 5.00000%$245,000.00 $256,875.00 $501,875.00 $758,750.00 03/01/37 $250,750.00 $250,750.00 09/01/37 5.00000%$270,000.00 $250,750.00 $520,750.00 $771,500.00 03/01/38 $244,000.00 $244,000.00 09/01/38 5.00000%$300,000.00 $244,000.00 $544,000.00 $788,000.00 03/01/39 $236,500.00 $236,500.00 09/01/39 5.00000%$335,000.00 $236,500.00 $571,500.00 $808,000.00 03/01/40 $228,125.00 $228,125.00 09/01/40 5.00000%$360,000.00 $228,125.00 $588,125.00 $816,250.00 03/01/41 $219,125.00 $219,125.00 09/01/41 5.00000%$400,000.00 $219,125.00 $619,125.00 $838,250.00 03/01/42 $209,125.00 $209,125.00 09/01/42 5.00000%$435,000.00 $209,125.00 $644,125.00 $853,250.00 03/01/43 $198,250.00 $198,250.00 09/01/43 5.00000%$475,000.00 $198,250.00 $673,250.00 $871,500.00 03/01/44 $186,375.00 $186,375.00 09/01/44 5.00000%$520,000.00 $186,375.00 $706,375.00 $892,750.00 03/01/45 $173,375.00 $173,375.00 09/01/45 5.00000%$560,000.00 $173,375.00 $733,375.00 $906,750.00 03/01/46 $159,375.00 $159,375.00 09/01/46 5.00000%$605,000.00 $159,375.00 $764,375.00 $923,750.00 03/01/47 $144,250.00 $144,250.00 09/01/47 5.00000%$655,000.00 $144,250.00 $799,250.00 $943,500.00 03/01/48 $127,875.00 $127,875.00 09/01/48 5.00000%$705,000.00 $127,875.00 $832,875.00 $960,750.00 03/01/49 $110,250.00 $110,250.00 09/01/49 5.00000%$760,000.00 $110,250.00 $870,250.00 $980,500.00 03/01/50 $91,250.00 $91,250.00 09/01/50 5.00000%$815,000.00 $91,250.00 $906,250.00 $997,500.00 03/01/51 $70,875.00 $70,875.00 09/01/51 5.00000%$880,000.00 $70,875.00 $950,875.00 $1,021,750.00 03/01/52 $48,875.00 $48,875.00 09/01/52 5.00000%$940,000.00 $48,875.00 $988,875.00 $1,037,750.00 03/01/53 $25,375.00 $25,375.00 09/01/53 5.00000%$1,015,000.00 $25,375.00 $1,040,375.00 $1,065,750.00 Totals:$11,600,000.00 $12,298,187.85 $23,898,187.85 $23,898,187.85 Outstanding Principal $11,510,000.00 Total Bond Issue $11,600,000.00 City of Palm Desert City of Palm Desert CFD No. 2021-1 - Series 2024 ORIGINAL DEBT SERVICE SCHEDULE Payment Due Interest Rate Principal Due Interest Due Total Annual 258 Dated Date:7/28/2021 First Coupon:3/1/2022 First Maturity:9/1/2022 3/1/2022 $117,505.00 $117,505.00 9/1/2022 3.00000%250,000.00 99,300.00 349,300.00 466,805.00 3/1/2023 95,550.00 95,550.00 9/1/2023 3.00000%270,000.00 95,550.00 365,550.00 461,100.00 3/1/2024 91,500.00 91,500.00 9/1/2024 3.00000%280,000.00 91,500.00 371,500.00 463,000.00 3/1/2025 87,300.00 87,300.00 9/1/2025 4.00000%290,000.00 87,300.00 377,300.00 464,600.00 3/1/2026 81,500.00 81,500.00 9/1/2026 4.00000%300,000.00 81,500.00 381,500.00 463,000.00 3/1/2027 75,500.00 75,500.00 9/1/2027 4.00000%315,000.00 75,500.00 390,500.00 466,000.00 3/1/2028 69,200.00 69,200.00 9/1/2028 4.00000%330,000.00 69,200.00 399,200.00 468,400.00 3/1/2029 62,600.00 62,600.00 9/1/2029 4.00000%340,000.00 62,600.00 402,600.00 465,200.00 3/1/2030 55,800.00 55,800.00 9/1/2030 4.00000%355,000.00 55,800.00 410,800.00 466,600.00 3/1/2031 48,700.00 48,700.00 9/1/2031 4.00000%370,000.00 48,700.00 418,700.00 467,400.00 3/1/2032 41,300.00 41,300.00 9/1/2032 4.00000%385,000.00 41,300.00 426,300.00 467,600.00 3/1/2033 33,600.00 33,600.00 9/1/2033 4.00000%395,000.00 33,600.00 428,600.00 462,200.00 3/1/2034 25,700.00 25,700.00 9/1/2034 4.00000%410,000.00 25,700.00 435,700.00 461,400.00 3/1/2035 17,500.00 17,500.00 9/1/2035 4.00000%430,000.00 17,500.00 447,500.00 465,000.00 3/1/2036 8,900.00 8,900.00 9/1/2036 4.00000%445,000.00 8,900.00 453,900.00 462,800.00 Totals:$5,165,000.00 $1,806,105.00 $6,971,105.00 $6,971,105.00 Outstanding Principal $4,075,000.00 Matured Principal 1,090,000.00 Total Bond Issue $5,165,000.00 City of Palm Desert Community Facilities District No. 2005-1 (University Park) ORIGINAL DEBT SERVICE SCHEDULE Principal DuePayment Due Interest Rate Interest Due Total Annual 259 Dated Date:6/25/2003 First Coupon:3/2/2004 First Maturity:9/2/2004 3/2/2004 $0.00 $77,967.09 $77,967.09 9/2/2004 2.00000%35,000.00 56,818.13 91,818.13 169,785.22 3/2/2005 56,468.13 56,468.13 9/2/2005 2.75000%55,000.00 56,468.13 111,468.13 167,936.26 3/2/2006 70,000.00 2,100.00 55,711.88 127,811.88 9/2/2006 3.25000%60,000.00 53,882.50 113,882.50 241,694.38 3/2/2007 52,907.50 52,907.50 9/2/2007 3.62500%40,000.00 1,200.00 60,000.00 52,907.50 154,107.50 207,015.00 3/2/2008 50,936.88 50,936.88 9/2/2008 3.75000%5,000.00 55,000.00 50,936.88 105,936.88 156,873.76 3/2/2009 49,905.63 49,905.63 9/2/2009 4.00000%5,000.00 60,000.00 49,905.63 109,905.63 159,811.26 3/2/2010 15,000.00 450.00 48,705.63 64,155.63 9/2/2010 4.00000%15,000.00 450.00 5,000.00 60,000.00 48,313.13 123,763.13 187,918.76 3/2/2011 46,710.00 46,710.00 9/2/2011 4.20000%5,000.00 65,000.00 46,710.00 111,710.00 158,420.00 3/2/2012 20,000.00 600.00 45,345.00 65,945.00 9/2/2012 4.50000%5,000.00 70,000.00 44,820.63 114,820.63 180,765.63 3/2/2013 43,245.63 43,245.63 9/2/2013 4.70000%5,000.00 70,000.00 43,245.63 113,245.63 156,491.26 3/2/2014 41,600.63 41,600.63 9/2/2014 4.80000%5,000.00 75,000.00 41,600.63 116,600.63 158,201.26 3/2/2015 39,800.63 39,800.63 9/2/2015 4.90000%5,000.00 80,000.00 39,800.63 119,800.63 159,601.26 3/2/2016 37,840.63 37,840.63 9/2/2016 5.00000%5,000.00 80,000.00 37,840.63 117,840.63 155,681.26 3/2/2017 35,840.63 35,840.63 9/2/2017 5.10000%5,000.00 85,000.00 35,840.63 120,840.63 156,681.26 3/2/2018 33,673.13 33,673.13 9/2/2018 5.10000%10,000.00 85,000.00 33,673.13 118,673.13 152,346.26 3/2/2019 31,505.63 31,505.63 9/2/2019 5.20000%10,000.00 90,000.00 31,505.63 121,505.63 153,011.26 3/2/2020 29,165.63 29,165.63 9/2/2020 5.25000%10,000.00 95,000.00 29,165.63 124,165.63 153,331.26 3/2/2021 26,671.88 26,671.88 9/2/2021 5.25000%10,000.00 100,000.00 26,671.88 126,671.88 153,343.76 3/2/2022 10,000.00 0.00 24,046.88 34,046.88 9/2/2022 5.25000%10,000.00 110,000.00 23,778.13 133,778.13 167,825.01 3/2/2023 20,890.63 20,890.63 9/2/2023 5.25000%5,000.00 0.00 10,000.00 115,000.00 20,890.63 140,890.63 161,781.26 3/2/2024 17,737.50 17,737.50 9/2/2024 5.37500%10,000.00 120,000.00 17,737.50 137,737.50 155,475.00 3/2/2025 14,512.50 14,512.50 9/2/2025 5.37500%10,000.00 125,000.00 14,512.50 139,512.50 154,025.00 3/2/2026 11,153.13 11,153.13 9/2/2026 5.37500%15,000.00 130,000.00 11,153.13 141,153.13 152,306.26 3/2/2027 7,659.38 7,659.38 9/2/2027 5.37500%15,000.00 140,000.00 7,659.38 147,659.38 155,318.76 3/2/2028 3,896.88 3,896.88 9/2/2028 5.37500%15,000.00 145,000.00 3,896.88 148,896.88 152,793.76 Totals:$175,000.00 $175,000.00 $2,165,000.00 $1,783,634.16 $4,128,434.16 $4,128,434.16 Outstanding Principal $415,000.00 Matured Principal 1,750,000.00 Called Principal 175,000.00 Total Bond Issue $2,340,000.00 Total AnnualBond Call Principal DuePayment Due Interest Rate Interest DueCall Premium 260 Dated Date:8/8/2006 First Coupon:3/2/2007 First Maturity:9/2/2007 Totals:$1,483,000.00 $1,483,000.00 $1,682,000.00 $1,814,319.87 $4,979,319.87 $4,979,319.87 Outstanding Principal $859,000.00 Total AnnualBond Call Principal DueCalled AmountPayment Due Interest Rate Interest DueCall Premium 261 Dated Date:7/14/2021 First Coupon:3/2/2022 First Maturity:9/2/2022 Totals:$1,305,000.00 $1,305,000.00 $15,095,000.00 $5,820,640.00 $22,259,790.00 $22,259,790.00 Total Bond Issue $16,400,000.00 Total AnnualBond Call Principal DueCalled AmountPayment Due Interest Rate Interest DueCall Premium 262 Dated Date:6/25/2003 First Coupon:3/2/2004 First Maturity:9/2/2004 Totals:$340,000.00 $340,000.00 $4,083,000.00 $2,574,256.50 $6,657,256.50 $6,997,256.50 Outstanding Principal $415,000.00 Total Bond Issue $4,423,000.00 Semi-Annual Payment Total AnnualPayment Due Interest Rate Bond Call Call Premium Principal Due Interest Due 263 Dated Date:7/28/2021 First Coupon:3/1/2022 First Maturity:9/1/2022 03/01/22 $339,912.50 $339,912.50 09/01/22 3.00000%$245,000.00 $287,250.00 $532,250.00 $872,162.50 03/01/23 $283,575.00 $283,575.00 09/01/23 3.00000%$305,000.00 $283,575.00 $588,575.00 $872,150.00 03/01/24 $279,000.00 $279,000.00 09/01/24 3.00000%$315,000.00 $279,000.00 $594,000.00 $873,000.00 03/01/25 $274,275.00 $274,275.00 09/01/25 3.00000%$325,000.00 $274,275.00 $599,275.00 $873,550.00 03/01/26 $269,400.00 $269,400.00 09/01/26 3.00000%$335,000.00 $269,400.00 $604,400.00 $873,800.00 03/01/27 $264,375.00 $264,375.00 09/01/27 3.00000%$345,000.00 $264,375.00 $609,375.00 $873,750.00 03/01/28 $259,200.00 $259,200.00 09/01/28 3.00000%$355,000.00 $259,200.00 $614,200.00 $873,400.00 03/01/29 $253,875.00 $253,875.00 09/01/29 3.00000%$365,000.00 $253,875.00 $618,875.00 $872,750.00 03/01/30 $248,400.00 $248,400.00 09/01/30 3.00000%$375,000.00 $248,400.00 $623,400.00 $871,800.00 03/01/31 $242,775.00 $242,775.00 09/01/31 3.00000%$385,000.00 $242,775.00 $627,775.00 $870,550.00 03/01/32 $237,000.00 $237,000.00 09/01/32 4.00000%$400,000.00 $237,000.00 $637,000.00 $874,000.00 03/01/33 $229,000.00 $229,000.00 09/01/33 4.00000%$415,000.00 $229,000.00 $644,000.00 $873,000.00 03/01/34 $220,700.00 $220,700.00 09/01/34 4.00000%$430,000.00 $220,700.00 $650,700.00 $871,400.00 03/01/35 $212,100.00 $212,100.00 09/01/35 4.00000%$450,000.00 $212,100.00 $662,100.00 $874,200.00 03/01/36 $203,100.00 $203,100.00 09/01/36 4.00000%$465,000.00 $203,100.00 $668,100.00 $871,200.00 03/01/37 $193,800.00 $193,800.00 09/01/37 4.00000%$485,000.00 $193,800.00 $678,800.00 $872,600.00 03/01/38 $184,100.00 $184,100.00 09/01/38 4.00000%$505,000.00 $184,100.00 $689,100.00 $873,200.00 03/01/39 $174,000.00 $174,000.00 09/01/39 4.00000%$525,000.00 $174,000.00 $699,000.00 $873,000.00 03/01/40 $163,500.00 $163,500.00 09/01/40 4.00000%$545,000.00 $163,500.00 $708,500.00 $872,000.00 03/01/41 $152,600.00 $152,600.00 09/01/41 4.00000%$565,000.00 $152,600.00 $717,600.00 $870,200.00 03/01/42 $141,300.00 $141,300.00 09/01/42 4.00000%$590,000.00 $141,300.00 $731,300.00 $872,600.00 03/01/43 $129,500.00 $129,500.00 09/01/43 4.00000%$610,000.00 $129,500.00 $739,500.00 $869,000.00 03/01/44 $117,300.00 $117,300.00 09/01/44 4.00000%$635,000.00 $117,300.00 $752,300.00 $869,600.00 03/01/45 $104,600.00 $104,600.00 09/01/45 4.00000%$660,000.00 $104,600.00 $764,600.00 $869,200.00 03/01/46 $91,400.00 $91,400.00 09/01/46 4.00000%$690,000.00 $91,400.00 $781,400.00 $872,800.00 03/01/47 $77,600.00 $77,600.00 09/01/47 4.00000%$715,000.00 $77,600.00 $792,600.00 $870,200.00 03/01/48 $63,300.00 $63,300.00 09/01/48 4.00000%$745,000.00 $63,300.00 $808,300.00 $871,600.00 03/01/49 $48,400.00 $48,400.00 09/01/49 4.00000%$775,000.00 $48,400.00 $823,400.00 $871,800.00 03/01/50 $32,900.00 $32,900.00 09/01/50 4.00000%$805,000.00 $32,900.00 $837,900.00 $870,800.00 03/01/51 $16,800.00 $16,800.00 09/01/51 4.00000%$840,000.00 $16,800.00 $856,800.00 $873,600.00 Totals:$15,200,000.00 $10,962,912.50 $26,162,912.50 $26,162,912.50 Outstanding Principal $14,010,000.00 Total Bond Issue $15,200,000.00 City of Palm Desert City of Palm Desert CFD No. 2021-1 ORIGINAL DEBT SERVICE SCHEDULE Payment Due Interest Rate Principal Due Interest Due Total Annual 264 SECTION 7: CAPITAL IMPROVEMENT PROGRAM 265 CAPITAL IMPROVEMENT FUNDS PROGRAM Capital expenditures are defined both in the Capital Improvement Program (CIP) five-year plan as well as within the City’s Policy FIN-008, which states “In general, all capital assets, including land, building, machinery, and equipment with an acquisition cost of $10,000 or more and a useful life of at least three years, will be subject to capitalization.” Palm Desert’s City Council approves a five-year consolidated plan which includes funding award recommendations and a five-year CIP summary. The CIP list is created to identify any recurring projects for the coming year, as well as the five-year build-out for nonrecurring projects. The funded projects are derived from various sources including the City’s Strategic Plan, Council Goals and Priorities, City Reserve Study, and community engagement. Unfunded projects are listed as projects that are in study and/or are projected for future years. Significant nonrecurring capital expenditures are included in the CIP by type, funding source, and dollar amounts. The Capital Projects Improvement list contains nonrecurring projects that coincide with City Council objectives and support long-term planning. Carryover appropriations are amounts which have been appropriated in FY 2024-25 & are not expected to be expended by June 30, 2025. These funds are primarily for capital budgets and specific programs that overlap fiscal years. When authorized, continuing appropriation amounts are added to the new fiscal year budget amounts in order to track all approved spending. The exact amount of appropriations and encumbrances for carryover will be determined at the end of the fiscal year during the preparation of financial statements. Carryover amounts will include; purchase orders and unencumbered balances as of June 30, 2025, for appropriations approved by the City Council through the last meeting in June, 2025. *NOTE: Appropriations & encumbrances for carryover from FY 2024-25 to 2025-26 are estimated. Amounts are subject to change due to projects approved by Council prior to June 30, 2025. Summary of Funding Sources 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total TOTALS 43,560,823 67,110,805 93,979,340 61,020,388 17,621,266 17,406,536 300,699,157 Program Type 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total TOTALS 43,560,823 67,110,805 93,979,340 61,020,388 17,621,266 17,406,536 300,699,157 CAPITAL IMPROVEMENT FUNDS PROGRAM 2025 Slurry Seal Project Measure A 213 23,287 - - - - - 23,287 Bridge Inspection & Repair Program Measure A 213 331,442 - 1,600,000 300,000 300,000 300,000 2,831,442 Cahuilla Hills Park Improvements Capital Improvement Fund 400 1,753,796 - - - - - 1,753,796 Citywide Pavement Condition Evaluation SB1 Gas Tax 211 64,181 110,000 110,000 110,000 110,000 110,000 614,181 Cook & Gerald Ford Retention Basin Capital Drainage Funds 420 - 200,000 4,000,000 - - - 4,200,000 Country Club Median Landscape Improvements Capital Bond Fund 451 - 3,000,000 - - - - 3,000,000 CV Link Hovley Connector New Construction Tax 231 - - - 3,500,000 - - 3,500,000 El Paseo Street Rehabilitation & Mid-Block Crossing Measure A 213 60,000 - - - - - 60,000 Eldorado Drive Street Rehabilitation Measure A 213 64,121 - - - - - 64,121 Fire Station 33 Remodel Capital Bond Fund 451 - - 8,145,000 - - - 8,145,000 Fire Station 33 Remodel*Measure G 230 - 1,200,000 - - - - 1,200,000 Fire Station 71 Rebuild Capital Bond Fund 451 - - 15,475,000 - - - 15,475,000 Fire Station 71 Rebuild*Measure G 230 - 1,200,000 - - - - 1,200,000 Haystack Channel Rehabilitation Drainage Facility 232 275,000 500,000 - - - - 775,000 Haystack Channel Rehabilitation Capital Drainage Funds 420 3,222,112 - - - - - 3,222,112 Homme Adams Park Improvements Capital Bond Fund 451 - - 5,000,000 150,000 - - 5,150,000 HSIP Signal Backplates Measure A 213 1,725,282 - - - - - 1,725,282 Larkspur Lane Improvements Gas Tax 211 - 110,000 - - - - 110,000 Monterey & Gerald Ford Street Rehabilitation SB1 Gas Tax 211 - 1,225,164 1,090,000 1,090,000 1,090,000 1,090,000 5,585,164 Mountain View Retention Basin Capital Improvement Fund 400 1,074,966 425,000 - - - - 1,499,966 New Library Facility Capital Bond Fund 451 - 20,000,000 - - - - 20,000,000 New Library Facility*Library Capital & Measure G 452 3,179,940 6,000,000 - - - - 9,179,940 North Sphere Community Park - Future Improvements Parks & Recreation 233 - 500,000 - - - - 500,000 North Sphere Community Park - Future Improvements Capital Bond Fund 451 135,124 - - - - - 135,124 North Sphere Community Park - Future Improvements*Measure G 400 - - 15,500,000 - - - 15,500,000 North Sphere Electrical Substation Capital Improvement Fund 400 885,000 - - - - - 885,000 North Sphere Fire Station 102 Fire Fund & Measure G 230 1,162,944 4,500,000 - - - - 5,662,944 North Sphere Fire Station 102 Fire Facilities 235 315,509 - - - - - 315,509 North Sphere Flood Control New Construction Tax 231 - 1,000,000 - - - - 1,000,000 North Sphere Flood Control*Measure G 400 - - 8,500,000 5,000,000 - - 13,500,000 North Sphere Regional Park - Future Improvements*Measure G 400 5,000 - 3,000,000 27,000,000 - - 30,005,000 PDHA Replacement Expenditures Housing Authority 871 91,145 - 3,400,000 3,420,000 3,350,000 75,000 10,336,145 PDHA Replacement Expenditures Housing Asset Fund 873 - - - - - 4,025,000 4,025,000 Randall Henderson Trailhead Improvements Capital Improvement Fund 400 - 200,000 2,000,000 - - - 2,200,000 Stormwater and Drainage Infrastructure Measure A 213 - - 2,300,000 - - - 2,300,000 Street Resurfacing Program Gas Tax 211 3,893 500,000 1,500,000 1,500,000 1,500,000 1,500,000 6,503,893 Street Resurfacing Program Measure A 213 - 1,289,825 3,000,000 2,500,000 2,500,000 2,500,000 11,789,825 Traffic Signal Improvement Mesa View Drive and Hwy 111 Gas Tax 211 - 65,000 900,000 - - - 965,000 Traffic Signal Improvement Monterey and Mag Falls Gas Tax 211 - 85,000 900,000 - - - 985,000 University Park On-Street Parking Improvements Gas Tax 211 - 650,000 - - - - 650,000 Walk n Roll PD - Phase I, II, and III Measure A 213 3,825,266 2,500,000 3,000,000 - - - 9,325,266 Artists Center at Galen Improvements Building Maintenance 450 150,000 75,000 75,000 75,000 75,000 75,000 525,000 Bump & Grind Trailhead Improvements Capital Improvement Fund 400 - 200,000 - - - - 200,000 Citywide Entry Monument Signage Capital Bond Fund 451 - 1,200,000 - - - - 1,200,000 Civic Center Building Improvements Building Maintenance 450 388,554 500,000 350,000 350,000 350,000 350,000 2,288,554 Civic Center Park Improvements Capital Improvement Fund 400 1,636,624 - 250,000 250,000 250,000 250,000 2,636,624 Community Gardens Box Renovation Capital Improvement Fund 400 150,000 50,000 250,000 250,000 250,000 250,000 1,200,000 Corporation Yard Building Improvements Capital Improvement Fund 400 419,498 350,000 100,000 100,000 100,000 100,000 1,169,498 El Paseo Parkway Improvements Capital Improvement Fund 400 - 75,000 400,000 150,000 150,000 150,000 925,000 Fiber Optic Communication Upgrades Capital Bond Fund 451 - 100,000 - 2,000,000 - - 2,100,000 Freedom Park Improvements Capital Improvement Fund 400 - 600,000 150,000 150,000 150,000 150,000 1,200,000 Henderson Building Improvements Building Maintenance 450 107,270 150,000 150,000 150,000 150,000 150,000 857,270 Hillary Storm Event Capital Improvement Fund 400 1,009,122 - - - - - 1,009,122 Historical Society Building Improvements Building Maintenance 450 150,000 150,000 100,000 100,000 100,000 100,000 700,000 Hovley Soccer Park Improvements Capital Improvement Fund 400 - 900,000 150,000 150,000 150,000 150,000 1,500,000 Ironwood Park Improvements Capital Improvement Fund 400 - 100,000 - - - - 100,000 Magnesia Falls Park Improvements Capital Improvement Fund 400 - 100,000 - - - - 100,000 Office Space Improvements- Phase 2 Building Maintenance 450 35,823 - - - - - 35,823 Office Space Improvements- Phase 3 Building Maintenance 450 975,841 225,000 - - - - 1,200,841 Parking Lot Rehab & Maintenance Capital Improvement Fund 400 570,000 - - - - - 570,000 Parking Lot Rehabilitation - President's Plaza East & West Capital Improvement Fund 400 229,035 80,971 83,400 - - - 393,406 Parks & Medians Cal Sense/Smart Controller Irrigation Capital Improvement Fund 400 8,362 75,000 100,000 100,000 100,000 100,000 483,362 Capital Improvement Projects CAPITAL IMPROVEMENT FUNDS PROGRAM Project Name Funding Source Fund No. 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total 100,000 Portola Community Center Renovations Building Maintenance 450 561,150 500,000 150,000 - - - 1,211,150 Traffic Management System Replacement Capital Improvement Fund 400 1,303,705 - 1,000,000 - - - 2,303,705 Traffic Operations & Capacity Improvements Measure A 213 425,000 500,000 500,000 500,000 750,000 750,000 3,425,000 Traffic Signal IISNS Replacement Measure A 213 - 50,000 500,000 500,000 - - 1,050,000 Traffic Signal Modification & Hardware Upgrades Program Measure A 213 - 825,000 300,000 300,000 300,000 300,000 2,025,000 University Park Improvements Capital Improvement Fund 400 86,892 100,000 150,000 - - - 336,892 Washington Park Improvements Capital Improvement Fund 400 - 400,000 - - - - 400,000 Wayfinding Master Plan Measure A 213 - 1,825,000 - - - - 1,825,000 Artwork for Phase 2 of the PD Link Project AIPP 436 100,000 50,000 - - - - 150,000 Artwork for Phase 2 of the San Pablo Corridor Project AIPP 436 - 165,000 - - - - 165,000 Indian Springs MHP Sewer Conversion Capital Improvement Fund 400 - 139,673 139,673 139,673 139,673 139,673 698,364 Technology Drive Extension to Gerald Ford Drive Capital Improvement Fund 400 335,000 293,000 - - - - 628,000 Clubhouse Equipment Various Golf Capital 441 352,102 - 135,000 - - - 487,102 Clubhouse Improvements-Restroom/Exterior Painting Golf Capital 441 - 500,000 120,000 150,000 - - 770,000 Golf Course Improvements-Mountain View & Firecliff Golf Capital 441 - - 250,000 3,500,000 - - 3,750,000 Golf Course Pump & Motor Upgrades Golf Capital 441 - 100,000 40,000 - - - 140,000 Golf Course Tree Pruning Golf Capital 441 - 250,000 250,000 250,000 250,000 250,000 1,250,000 Perimeter Landscape & Lighting Rehabilitation Golf Capital 441 - 250,000 250,000 - - - 500,000 Perimeter Landscape Maintenance Golf Capital 441 21,604 260,000 260,000 260,000 260,000 260,000 1,321,604 27,263,589 56,448,633 85,623,073 53,994,673 12,374,673 13,124,673 248,829,313 TOTALS CIP Funding Sources 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 TOTALS 27,263,589 56,448,633 85,623,073 53,994,673 12,374,673 13,124,673 CAPITAL IMPROVEMENT FUNDS PROGRAM Project Name Funding Source Fund No. 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total 324,833 2,725,000 Cahuilla Hills Park Improvements CDBG 220 200,607 - - - - - 200,607 Catch Basin & Drain Cleaning Program Drainage Facility 232 - 175,000 250,000 250,000 250,000 250,000 1,175,000 Catch Basin & Drain Cleaning Program Capital Drainage Funds 420 83,906 - - - - - 83,906 Charging Stations Improvements Equipment Replacement 530 357,937 - 500,000 - - - 857,937 Citywide Street and Bike Lane Striping Improvements Measure A 213 - 1,000,000 950,000 950,000 950,000 950,000 4,800,000 Civic Center Park Improvements Parks & Recreation 233 - 650,000 - - - - 650,000 Fire Station 33 Building Improvements Fire Fund 230 - 75,000 75,000 75,000 75,000 75,000 375,000 Fire Station 67 Building Improvements Fire Fund 230 - 250,000 75,000 75,000 75,000 75,000 550,000 Fire Station 71 Building Improvements Fire Fund 230 - 175,000 75,000 75,000 75,000 75,000 475,000 Fire Station 71 Tenant Improvements Fire Fund 230 - 300,000 300,000 300,000 300,000 300,000 1,500,000 Neighborhood Traffic Calming Program Measure A 213 - 200,000 200,000 200,000 200,000 200,000 1,000,000 Palm Desert Aquatic Center Aquatic Fund 242 151,925 300,000 280,000 530,000 50,000 50,000 1,361,925 Palma Village Park Improvements CDBG 220 111,191 - - - - - 111,191 Parks and Median Landscape Rehabilitation Parks & Recreation 233 - 500,000 500,000 500,000 500,000 500,000 2,500,000 Public Buildings Furnishings Building Maintenance 450 - 100,000 100,000 100,000 100,000 100,000 500,000 State Building Improvements OC Enterprise Funds 510 750,000 - 150,000 150,000 150,000 150,000 1,350,000 Street Sign Inventory Equipment Replacement 530 - 50,000 - - - - 50,000 Traffic Signal Timing Conversion Signalization Fund 234 - 50,000 - 600,000 - - 650,000 Vehicle Leases Equipment Replacement 530 6,661 90,000 - - - - 96,661 Vision Zero Strategy Implementation Measure A 213 - 50,000 500,000 500,000 500,000 500,000 2,050,000 Fleet Replacement Equipment Replacement 530 851,088 200,000 500,000 500,000 - - 2,051,088 Message Boards Equipment Replacement 530 - 50,000 50,000 - - - 100,000 Mini Excavator Equipment Replacement 530 - 50,000 - - - - 50,000 Mobile Generators Equipment Replacement 530 - 25,000 - - - - 25,000 Paint Mixers Equipment Replacement 530 - 25,000 - - - - 25,000 Skid Steer Loader Equipment Replacement 530 - 100,000 - - - - 100,000 Water Cooler / Ice Machines Equipment Replacement 530 - 50,000 - - - - 50,000 Ambulance Purchase / Remounts Equipment Replacement 530 395,771 100,000 - - - - 495,771 Stryker Gurneys / Stair chairs Equipment Replacement 530 - 175,000 - - - - 175,000 Desktop-Laptops Equipment Replacement 530 96,783 382,787 460,072 340,183 - - 1,279,825 Motorcycle Replacement Police Grants 229 - 36,000 - - - - 36,000 Bike Racks Air Quality Mgmt 238 15,830 - - - - - 15,830 Coachella Festival Artwork/Lease Installation AIPP 436 346,094 - - - - - 346,094 El Paseo Sculpture Exhibition AIPP 436 - - 290,000 - 300,000 - 590,000 Misc. Public Art Projects AIPP 436 - 150,000 150,000 150,000 150,000 150,000 750,000 Development Subsidy - Arc Village Housing Asset Fund 873 4,680,000 - - - - - 4,680,000 Development Subsidy - Palm Communities Housing Asset Fund 873 6,755,000 - - - - - 6,755,000 Economic Development Business Enhancements Economic Development 425 307,264 - - - - - 307,264 Eisenhower Health Child Care Center Contribution Capital Improvement Fund 400 - 1,000,000 - - - - 1,000,000 Homebuyer Subsidies - BEGIN Program Housing Mitigation 214 159,135 159,135 159,135 159,135 159,135 - 795,675 Housing Mitigation Housing Mitigation 214 199,200 800,000 250,000 250,000 250,000 - 1,749,200 iHUB Operating Cost Economic Development 425 - 281,697 193,432 - - - 475,129 iHUB Rent Cost Economic Development 425 - 220,121 149,653 - - - 369,774 McCallum Theater Contribution Capital Improvement Fund 400 - 300,000 300,000 300,000 300,000 300,000 1,500,000 The Living Desert Contribution Capital Improvement Fund 400 - 250,000 250,000 250,000 250,000 - 1,000,000 United Palm Desert Economic Development 425 137,236 - - - - - 137,236 Various Agencies Contributions CDBG 220 500,761 546,441 - - - - 1,047,202 Various Agencies Contributions CDBG 220 35,597 - - - - - 35,597 Course & Ground Leases - Principal Only Desert Willow 520 - 417,008 427,553 144,907 - - 989,468 DW Clubhouse Various Projects Desert Willow 520 155,250 159,500 144,678 126,490 112,458 106,863 805,239 Golf Cart Leases - Principal Only Desert Willow 520 - 494,483 251,911 - - - 746,394 16,297,234 10,662,172 8,356,267 7,025,715 5,246,593 4,281,863 51,869,844 TOTALS Other Annual Maintenance & Various Programs Funding Sources 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 TOTALS 16,297,234 10,662,172 8,356,267 7,025,715 5,246,593 4,281,863 THIS PAGE INTENTIONALLY LEFT BLANK 270 SECTION 8: PALM DESERT HOUSING AUTHORITY 271 Housing Personnel Count - 2 Total Budget - $406,774 Funding Source - Housing Set-Aside F Y 2 0 2 5 / 2 6 F Y 2 0 2 5 / 2 6 Palm Desert Obelisk, by Marlo Bartels 272 Housing Manager Senior Managment Analyst Organization Chart HOUSING DIVISION 870-4195 273 HOUSING AUTHORITY PROPERTIES The Palm Desert Housing Authority owns fifteen residential properties that include over 1,100 units of affordable housing. The Housing Authority properties include: MULTI FAMILY All rented at affordable levels: Very low, low, and moderate-income families: 141 units 64 units 48 units 24 units 384 units 36 units - 16 units 20 units SENIOR 55+ and 62+ All rented at affordable levels: Very low, low, and moderate-income seniors: CANDLEWOOD – has 30 units for seniors 62+. CARLOS ORTEGA VILLAS - has 72 units for seniors 55+. CATALINA GARDENS - has 72 units for seniors 62+. LA ROCCA VILLAS - has 27 units for seniors 55+. LA SERENAS - has 150 units for seniors 55+. PUEBLOS - has 15 units for seniors 62+. SAGECREST - has 14 units seniors for 62+. 274 HOUSING ADMINISTRATION FUND 870 The Housing Administration includes only those costs directly associated with administration of the housing authority assets. Overview Fund Budget Account No. Description FY 2022-23 Actual FY 2023-24 Adopted Budget FY 2024-25 Adopted Budget 870 RDA SR Housing Fund 4100100 Salaries-Full Time 309,514 348,942 283,697 4111500 Retirement Contribution 39,955 45,315 34,602 4111600 Medicare Contrb-Employer 4,523 5,050 4,114 4111700 Retiree Health 4,852 6,012 3,941 4111800 Employer 457 Contribution 1,760 2,400 2,400 4112000 Ins Prem - Long Term Disab.1,150 1,722 1,403 4112100 Ins Prem - Health 60,842 71,856 65,073 4112200 Ins Prem-Dental/Vision 4,934 4,989 4,085 4112400 Ins Prem - Life 601 586 479 4112500 Workers' Compensation 8,452 3,330 2,680 4311500 Mileage Reimbursement - 600 400 4312000 Conf- Seminars- Workshops 1,775 5,000 3,000 4312500 Local Meetings - 300 200 4211000 Office Supplies - - 500 4365000 Telephones - 400 200 4404000 Cap-Office Equipment 120 600 - 870 TOTAL 438,477 497,102 406,774 Housing Admin 870 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 1,349,651 1,349,651 1,410,010 1,465,119 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property - - - - Transfers In 415,990 452,997 497,102 406,774 Other Revenues -45,839 - - Total Revenues 415,990 498,836 497,102 406,774 Expenditures Personnel 412,594 436,582 385,093 402,474 Operating 760 1,775 56,300 3,800 Capital 2,636 120 600 500 Transfers Out - - - - Total Expenditures 415,990 438,477 441,993 406,774 Ending Fund Balance 1,349,651 1,410,010 1,465,119 1,465,119 275 HOUSING AUTHORITY ADMINISTRATION FUND 871 The Palm Desert Housing Authority was established in 1998 to operate 725 affordable rental units. It now owns and operates over 1100 rental units. Operations include day-to- day maintenance, leasing, and vacancy turnover. Overview Fund Budget Account No. Description FY 2022-23 Actual FY 2023-24 Adopted Budget FY 2024-25 Adopted Budget 871 Housing Authority Administration 4372000 Fire & Contents Coverage 358,614 360,000 478,000 4101000 Meeting Compensation - 5,000 1,000 4301500 Prof - Legal 50,309 60,000 50,000 4309200 Prof - Contracting - 15,000 15,000 4321000 Req Legal Advertising - 3,000 1,500 4331100 Replacement Expenditures 3,337,172 4,500,000 - 4366000 Postage & Freight 57 150 200 4501000 Inter-Fund Transfers Out 452,997 493,772 406,774 871 TOTAL 4,199,149 5,436,922 952,474 Housing Authority 871 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 19,125,054 19,257,430 16,847,603 10,365,310 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 9,422,891 10,161,512 9,733,631 11,356,926 Transfers In - - - - Other Revenues - - - - Total Revenues 9,422,891 10,161,512 9,733,631 11,356,926 Expenditures Personnel 139,597 133,712 151,733 156,769 Operating 6,949,010 10,768,449 15,570,419 9,410,210 Capital 1,785,918 1,216,180 - - Transfers Out 415,990 452,997 493,772 406,774 Total Expenditures 9,290,515 12,571,338 16,215,924 9,973,753 Ending Fund Balance 19,257,430 16,847,603 10,365,310 11,748,483 276 HOUSING AUTHORITY – LAGUNA PALMS 8718610 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Laguna Palms 3632000 Rent/Leases-Real Property 421,919 440,301 486,055 Expenditures 4309000 Prof - Apartment 126,973 147,766 152,412 4309200 Prof - Contracting 39,348 61,626 51,061 4309300 Prof-Other Admn Expenses 29,762 28,224 36,288 4322300 Advertising Promotional - 1,380 228 4331000 R/M-Buildings 95,045 116,705 118,364 4331100 Replacement Expenditures (6,482) - - 4351400 Utilities-Electric 62,528 76,474 92,526 4369500 Misc Expenses 12,152 18,837 23,756 4405000 Cap-Improvements 54,352 - - 8610 Total Expenditures 413,679 451,012 474,635 277 HOUSING AUTHORITY – CATALINA GARDENS 8718620 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Catalina Gardens 3632000 Rent/Leases-Real Property 349,420 390,494 384,349 Expenditures 4308900 Prof-Apartments 174,514 200,502 205,885 4309200 Prof - Contracting 49,640 53,954 49,520 4309300 Prof-Other Admn Expenses 44,398 42,336 54,432 4322300 Advertising Promotional 204 2,004 276 4331000 R/M-Buildings 112,567 125,480 134,094 4331100 Replacement Expenditures (25,492) - - 4351400 Utilities-Electric 74,253 79,805 96,364 4369500 Misc Expenses 19,714 24,104 32,531 4405000 Cap-Improvements 73,007 - - 8620 Total Expenditures 522,804 528,185 573,102 278 HOUSING AUTHORITY – DESERT POINTE 8718630 Overview Budget 3632000 Rent/Leases-Real Property 472,382 503,034 560,888 Expenditures 4309200 Prof - Contracting 36,951 63,945 55,956 4309300 Prof-Other Admn Expenses 39,547 37,632 48,384 4309700 Prof-Apartments 133,712 151,733 156,769 4322300 Advertising Promotional - 1,799 263 4331000 R/M-Buildings 77,343 90,527 104,160 4331100 Replacement Expenditures (5,789) - - 4351400 Utilities-Electric 69,222 71,955 87,552 4369500 Misc Expenses 8,858 16,589 26,674 4405000 Cap-Improvements 26,895 - - 8630 Total Expenditures 386,738 434,180 479,758 279 HOUSING AUTHORITY – LAS SERENAS 8718640 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Las Serenas 3632000 Rent/Leases-Real Property 1,064,938 1,122,334 1,175,333 Expenditures 4309200 Prof - Contracting 74,196 82,551 110,077 4309300 Prof-Other Admn Expenses 93,007 88,200 113,400 4309800 Prof-Apartments 206,446 254,334 262,783 4322300 Advertising Promotional 174 4,114 178 4331000 R/M-Buildings 175,809 223,454 262,980 4331100 Replacement Expenditures (68,533) - - 4351400 Utilities-Electric 132,816 151,465 175,193 4369500 Misc Expenses 24,457 26,624 53,487 4405000 Cap-Improvements 227,396 - - 8640 Total Expenditures 865,768 830,742 978,098 280 HOUSING AUTHORITY – NEIGHBORS GARDENS 8718650 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Neighbors Gardens 3632000 Rent/Leases-Real Property 188,738 196,688 244,286 Expenditures 4308800 Prof- Apartments 47,029 54,553 55,901 4309200 Prof - Contracting 28,442 43,453 23,229 4309300 Prof-Other Admn Expenses 14,832 14,112 18,144 4322300 Advertising Promotional - 790 - 4331000 R/M-Buildings 43,566 60,463 65,314 4331100 Replacement Expenditures (4,575) - - 4351400 Utilities-Electric 23,763 24,549 35,585 4369500 Misc Expenses 4,856 4,855 9,512 4405000 Cap-Improvements 113,925 - - 8650 Total Expenditures 271,838 202,775 207,685 281 HOUSING AUTHORITY – ONE QUAIL PLACE 8718660 Overview Budget 3632000 Rent/Leases-Real Property 3,674,637 3,820,513 4,329,987 Expenditures 4309200 Prof - Contracting 218,201 265,968 340,749 4309300 Prof-Other Admn Expenses 237,303 225,792 290,304 4309502 Prof- Apartments 1,038,684 1,234,950 1,235,703 4322300 Advertising Promotional 1,078 13,153 405 4331000 R/M-Buildings 584,419 677,997 705,677 4331100 Replacement Expenditures (95,823) - - 4351400 Utilities-Electric 414,458 415,352 440,384 4369500 Misc Expenses 557 118,191 170,077 4405000 Cap-Improvements 372,095 - - 8660 Total Expenditures 2,770,973 2,951,403 3,183,299 282 HOUSING AUTHORITY – PUEBLOS 8718670 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue The Pueblos 3632000 Rent/Leases-Real Property 89,860 99,175 87,437 Expenditures 4308700 Prof-Apartments 42,900 58,324 49,186 4309200 Prof - Contracting 18,430 34,818 11,493 4309300 Prof-Other Admn Expenses 9,301 8,820 11,340 4322300 Advertising Promotional - 554 194 4331000 R/M-Buildings 16,532 45,814 48,383 4331100 Replacement Expenditures (10,870) - - 4351400 Utilities-Electric 12,963 15,384 25,326 4369500 Misc Expenses 2,365 5,169 6,486 4405000 Cap-Improvements 24,846 - - 8670 Total Expenditures 116,467 168,883 152,408 283 HOUSING AUTHORITY – CALIFORNIA VILLAS 8718680 Overview Budget 3632000 Rent/Leases-Real Property 1,226,806 1,284,611 1,336,702 Expenditures 4308200 Prof-Apartments 297,419 305,148 314,588 4309200 Prof - Contracting 179,219 108,927 137,542 4309300 Prof-Other Admn Expenses 87,377 82,908 106,596 4322300 Advertising Promotional - 3,626 242 4331000 R/M-Buildings 177,683 181,738 217,039 4331100 Replacement Expenditures (8,411) - - 4351400 Utilities-Electric 174,327 191,093 208,604 4369500 Misc Expenses 28,111 31,001 49,792 4405000 Cap-Improvements 49,256 - - 8680 Total Expenditures 984,980 904,441 1,034,403 284 HOUSING AUTHORITY – TAOS PALMS 8718690 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Taos Palms 3632000 Rent/Leases-Real Property 146,549 183,399 171,301 Expenditures 4308500 Prof-Apartments 39,772 39,046 43,150 4309200 Prof - Contracting 20,285 36,027 13,137 4309300 Prof-Other Admn Expenses 9,921 9,408 12,096 4322300 Advertising Promotional - 584 200 4331000 R/M-Buildings 47,258 50,475 58,311 4351400 Utilities-Electric 15,999 18,730 28,246 4369500 Misc Expenses (7,621) 9,423 8,774 4405000 Cap-Improvements 143,011 - - 8690 Total Expenditures 268,624 163,693 163,914 285 HOUSING AUTHORITY – CARLOS ORTEGA VILLAS 8718691 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Carlos Ortega Villas 3632000 Rent/Leases-Real Property 598,206 593,101 682,042 Expenditures 4308900 Prof-Apartments 198,316 224,734 221,262 4309200 Prof - Contracting 44,856 73,603 68,644 4309300 Prof-Other Admn Expenses 45,263 42,924 55,188 4322300 Advertising Promotional 578 2,581 829 4331000 R/M-Buildings 40,181 85,333 92,807 4331100 Replacement Expenditures (9,912) - - 4351400 Utilities-Electric 97,309 80,778 96,501 4369500 Misc Expenses 25,575 27,725 31,698 4405000 Cap-Improvements 33,366 - - 8691 Total Expenditures 475,532 537,678 566,929 286 HOUSING AUTHORITY – PALM VILLAGE 8718692 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Palm Village 3632000 Rent/Leases-Real Property 317,792 344,923 283,076 Expenditures 4308900 Prof-Apartments 72,700 80,874 78,856 4309200 Prof - Contracting 26,351 42,067 25,098 4309300 Prof-Other Admn Expenses 22,273 21,168 27,216 4322300 Advertising Promotional 1,064 200 4331000 R/M-Buildings 39,875 64,548 63,127 4351400 Utilities-Electric 52,843 54,997 68,897 4369500 Misc Expenses 8,225 10,991 16,217 4405000 Cap-Improvements 19,095 - - 8692 Total Expenditures 241,361 275,709 279,611 287 HOUSING AUTHORITY – CANDLEWOOD 8718693 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Candlewood 3632000 Rent/Leases-Real Property 169,022 193,163 167,240 Expenditures 4308900 Prof-Apartments 72,833 89,435 91,589 4309200 Prof - Contracting 40,028 40,503 22,964 4309300 Prof-Other Admn Expenses 18,427 17,640 22,680 4322300 Advertising Promotional 76 914 194 4331000 R/M-Buildings 41,154 70,368 83,011 4331100 Replacement Expenditures (18,877) - - 4351400 Utilities-Electric 38,503 43,654 51,601 4369500 Misc Expenses 7,641 14,111 15,714 4405000 Cap-Improvements 39,736 - - 8693 Total Expenditures 239,520 276,625 287,753 288 HOUSING AUTHORITY – LA ROCCA VILLAS 8718694 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue La Rocca Villas 3632000 Rent/Leases-Real Property 167,872 186,050 191,089 Expenditures 4308900 Prof-Apartments 77,510 86,530 90,469 4309200 Prof - Contracting 31,644 51,427 33,476 4309300 Prof-Other Admn Expenses 16,741 15,876 20,412 4322300 Advertising Promotional - 848 200 4331000 R/M-Buildings 18,547 47,520 45,791 4331100 Replacement Expenditures (1,833) - - 4351400 Utilities-Electric 70,662 69,195 84,071 4369500 Misc Expenses 2,000 6,018 8,681 4405000 Cap-Improvements 9,140 - - 8694 Total Expenditures 224,411 277,414 283,100 289 HOUSING AUTHORITY – SAGECREST 8718695 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Sagecrest 3632000 Rent/Leases-Real Property 89,469 109,185 104,750 Expenditures 4308900 Prof-Apartments 32,404 33,328 34,891 4309200 Prof - Contracting 20,812 49,644 24,026 4309300 Prof-Other Admn Expenses 8,681 8,232 10,584 4322300 Advertising Promotional - 435 99 4331000 R/M-Buildings 13,587 36,506 25,661 4331100 Replacement Expenditures (6,977) - - 4351400 Utilities-Electric 13,192 14,433 23,520 4369500 Misc Expenses 4,049 4,163 5,617 4405000 Cap-Improvements 15,103 - - 8695 Total Expenditures 100,850 146,741 124,398 290 HOUSING AUTHORITY – SANTA ROSA 8718696 Overview Budget Account No.Description FY 2023-24 Actuals FY 2024-25 Adopted Budget FY 2025-26 Adopted Budget Revenue Santa Rosa 3632000 Rent/Leases-Real Property 181,067 196,060 172,391 Expenditures 4308900 Prof-Apartments 47,946 99,831 54,248 4309200 Prof - Contracting 25,439 42,515 21,482 4309300 Prof-Other Admn Expenses 12,303 11,760 15,120 4322300 Advertising Promotional - 680 200 4331000 R/M-Buildings 30,779 68,032 51,268 4351400 Utilities-Electric 18,779 20,803 31,466 4369500 Misc Expenses 3,069 4,723 6,703 4405000 Cap-Improvements 14,956 - - 8696 Total Expenditures 153,272 248,344 180,487 291 HOUSING ASSET FUND ADMINISTRATION FUND 873 The Housing Asset Fund was established pursuant to redevelopment dissolution law to account for expenditures and revenues related to the assets transferred to the successor Housing Entity. Overview Fund Budget 4211000 Office Supplies 238 500 400 4301500 Prof - Legal 114,877 100,000 60,000 4302000 Prof-Accounting/Auditing - 5,000 - 4309000 Prof - Other 33,343 50,000 60,000 4321000 Req Legal Advertising - 1,500 3,000 4337000 R/M-Other Equipment 8,216 10,000 13,000 4361000 Printing / Duplicating - 650 1,000 4363000 Dues 260 650 - 4366000 Postage & Freight 681 1,000 500 4400100 Capital Project 105,203 675,000 650,000 873 TOTAL 262,818 844,300 787,900 Housing Asset Fund 873 Description FY 2022-23 Actuals FY 2023-24 Actuals FY 2024-25 Revised Budget FY 2025-26 Adopted Budget Beginning Fund Balance 43,392,950 38,774,552 40,460,908 38,654,156 Revenues Taxes - - - - Permits & Fees - - - - Intergovernmental - - - - Charges for Services - - - - Use of Money & Property 1,848,766 1,914,562 1,952,000 1,952,000 Transfers In - - - - Other Revenues 38,780 34,352 35,328 - Total Revenues 1,887,546 1,948,914 1,987,328 1,952,000 Expenditures Personnel - - - - Operating 126,955 157,355 119,080 137,900 Capital 6,378,988 105,203 3,675,000 650,000 Transfers Out - - - - Total Expenditures 6,505,944 262,558 3,794,080 787,900 Ending Fund Balance 38,774,552 40,460,908 38,654,156 39,818,256 292 SECTION 9: CLASSIFICATIONS AND SALARY SCHEDULE 293 RESOLUTION NO. 2025-052 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, RESCINDING AND REPLACING RESOLUTION NO. 2025-006, ADOPTING AUTHORIZED CLASSIFICATIONS, ALLOCATED POSITIONS, SALARY SCHEDULE, AND SALARY RANGES INCLUDED HEREIN AND ATTACHED AS “EXHIBIT A” EFFECTIVE JULY 1, 2025. WHEREAS, the City of Palm Desert identifies employees by classifications and groups for the purpose of salary and benefit administration; and WHEREAS, the City of Palm Desert has met and conferred in good faith with the Palm Desert Employees Organization (PDEO) in accordance with the Meyers-Milias- Brown Act and the City’s Employer-Employee Relations Ordinance; and WHEREAS, the City of Palm Desert has reached an agreement and entered into a memorandum of understanding extension with the employees represented by the PDEO, for the period of July 1, 2025, through June 30, 2026, and Exhibit A is consistent with this agreement; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows: SECTION 1. Salary schedule, ranges & allocated positions and authorized classifications. The City of Palm Desert’s Personnel System, Section 2.52 of the Palm Desert Municipal Code, prescribes specific terms for appointment and tenure of all City employees. Exhibit A contains the tables of allocated classifications, positions, and salary ranges authorized effective July 1, 2025. The City Manager is hereby authorized to modify the Allocated Classifications, Positions and Salary Schedule during the FY 2025-26 for modifications the City Manager determines are reasonably necessary or appropriate for business necessity including, without limitation, the implementation of title and responsibility changes, any minimum wage laws, use of over-hires for training, limited term student internships and modification of vacant positions in so far as such modifications do not exceed the adopted 2025-26 Financial Plan. Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 294 Title Exempt Group Executive Contract At Will Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 295 SECTION 2. Personnel groups/designations. The City assigns classifications to designated groups for the purposes of defining exempt status, benefits allocation and purchasing authority. These classifications (listed in the table below) are categorized as follows: Group X: Executive Contract Positions: The classifications designated as Group X, Executive Contract, have the highest level of executive responsibility and authority; these positions are governed by individual employment agreements. Group A: Directors and Department Heads The classifications designated as Group A have a higher level of responsibility and authority and they are exempt from overtime provisions as defined by the Fair Labor Standards Act and set forth in the Personnel Rules and Regulations, Section 2.52.305. They may be At Will and governed by employment agreements. Among other things, these positions require spending numerous extra hours at meetings, conferences, and work. Group B: Mid-Management/Professional The positions classifications as Group B are managerial, supervisorial, or professional in nature and they are exempt from overtime provisions as defined by the Fair Labor Standards Act and set forth in the Personnel Rules and Regulations, Section 2.52.305. Among other things, these positions require spending occasional extra hours at meetings, conferences, and work. Purchasing Authority Groups The City Manager, pursuant to PDMC Chapter 3.30.020 (C) and 3.30.030 (A) may set purchasing limits and thresholds. These limits may be set by this resolution, an administrative purchasing policy established by the City Manager, or an annual memorandum from the City Manager to the Finance Director. ADOPTED ON JUNE 26, 2025. JAN C. HARNIK MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 296 I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-052 is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on June 26, 2025, by the following vote: AYES: NESTANDE, PRADETTO, QUINTANILLA, TRUBEE, AND HARNIK NOES: NONE ABSENT: NONE ABSTAIN: NONE RECUSED: NONE IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 6/27/2025 297 FY 2025-26 Allocated Positions Exhibit A Classification Allocated Positions Salary Grade Exempt Status Notes: City Manager 1 CM Exempt X Assistant City Manager 1 73 Exempt X Management Analyst I/II 1 40/42 Exempt B Management Aide I/II 1 34/36 Non-Exempt Executive Assistant 1 36 Non-Exempt C (confidential) 1104130 5 Human Resources Director of Human Resources 1 64 Exempt X Human Resources Specialist 1 36 Non-Exempt Human Resources Analyst I/II 2 40/42 Exempt C (confidential) 1104154 4 City Clerk 1 66 Exempt X Assistant City Clerk 1 46 Exempt B Senior Administrative Assistant 1 34 Non-Exempt Receptionist 1 20 Non-Exempt Records Coordinator 1 38 Non-Exempt Senior Deputy Clerk 3 38 Non-Exempt 1104111 8 Total City Manager 17 Library Services Director of Library Services 1 68 Exempt X Assistant Director of Library Services 1 56 Exempt B Library Manager 2 50 Exempt B Librarian I/II 4 40/42 Exempt B Library Assistant (PT)11 20 Non-Exempt 2524662 19 Total Library Services 19 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 298 FY 2025-26 Allocated Positions Exhibit A Classification Allocated Positions Salary Grade Exempt Status Notes: Director of Finance/City Treasurer 1 71 Exempt X Deputy Director of Finance 2 63 Exempt B Accounting Supervisor 1 46 Exempt B Finance Supervisor 1 46 Exempt B Senior Management Analyst 2 45 Exempt B Management Analyst I/II 2 40/42 Exempt B Accountant 3 43 Non-Exempt Senior Administrative Assistant 2 34 Non-Exempt Payroll Coordinator 1 38 Non-Exempt Accounting Technician I/II 2 28/32 Non-Exempt 1104150 17 Housing Manager 1 51 Exempt B Senior Management Analyst 1 45 Exempt B 8704195 2 Information Technology Information Systems Manager 1 62 Exempt B Cyber Security Officer 1 50 Exempt B Management Aide I/II 1 34/36 Non-Exempt Senior Information Systems Administrator 1 48 Non-Exempt Senior GIS Admin 1 47 Non-Exempt Senior Biz Systems Enterprise 1 46 Non-Exempt Biz Systems Enterprise 1 42 Non-Exempt 1104190 7 Total Finance 26 Director, Econ Development 1 70 Exempt A Deputy Director, Econ Development 1 63 Exempt B Community Relations Supervisor 1 46 Exempt B Management Analyst I/II 2 40/42 Exempt B Administrative Assistant I/II - Econ. Dvlpt.1 28/32 Non-Exempt 4430 6 Special Programs Special Events Coordinator 1 42 Exempt B Management Analyst I/II- Environmental 1 40/42 Exempt B Management Analyst I/II - Art 1 40/42 Exempt B Administrative Assistant I/II - Special Programs 1 28/32 Non-Exempt 4430 4 Public Affairs Public Affairs Manager 1 56 Exempt B Communications and Marketing Coordinator 1 42 Exempt B Management Aide I/II 1 34/36 Non-Exempt Visitor Services Specialist 1 28 Non-Exempt Visitor Services Assistant (PT)2 20 Non-Exempt 4417 6 Total Economic Development 16 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 299 FY 2025-26 Allocated Positions Exhibit A Classification Allocated Positions Salary Grade Exempt Status Notes: Director of Development Services 1 70 Exempt X Dep Dir of Development Services 1 63 Exempt B Executive Assistant 1 36 Non-Exempt Principal Planner 1 53 Exempt B Senior Planner 1 46 Exempt B Associate Planner I/II 2 42/44 Non-Exempt B Assistant Planner 1 36 Non-Exempt B Planning Technician 1 34 Non-Exempt GIS Analyst 1 42 Non-Exempt Development Services Coordinator 1 42 Non-Exempt Management Analyst I/II 1 40/42 Exempt B 4470 12 Engineering Services Associate Engineer 1 48 Exempt B 1104423 1 Building & Safety Chief Building Official 1 62 Exempt B Assistant Building Official 1 51 Exempt B Senior Building Inspector 1 42 Non-Exempt Building Inspector II 3 38 Non-Exempt Adminstrative Assistant I/II 1 28/32 Non-Exempt 4420 7 Code Compliance Code Compliance & Support Services Manager 1 51 Exempt B Code Compliance Officer I/II 6 30/34 Non-Exempt Homeless and Support Services Manager 1 48 Exempt B Administrative Assistant I/II 1 28/32 Non-Exempt 4422 9 Palm Desert Permit Center Management Analyst I/II 1 40/42 Exempt B Senior Permit Technician 1 35 Non-Exempt Management Aide I/II 1 34/36 Non-Exempt Permit Technician I/II 3 28/32 Non-Exempt Office Assistant II 1 20/24 Non-Exempt 4421 7 Total Development Services 36 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 300 FY 2025-26 Allocated Positions Exhibit A Classification Allocated Positions Salary Grade Exempt Status Notes: Capital Projects Administration Director of Capital Projects 1 70 Exempt X Capital Projects Manager 1 53 Exempt B Senior Project Manager 2 50 Exempt B Project Manager 2 48 Exempt B Senior Public Works Inspector 1 40 Non-Exempt Public Works Inspector I/II 2 34/37 Non-Exempt Total Capital Projects 9 Public Works Director of Public Works 1 70 Exempt X Deputy Director of Public Works 1 63 Exempt B Business Operations Manager 1 50 Exempt B Senior Management Analyst 1 45 Exempt B Senior Project Manager 1 50 Exempt B Management Analyst I/II 2 40/42 Exempt B Senior Administrative Assistant 2 34 Non-Exempt Administrative Assistant I/II 1 28/32 Non-Exempt 4300 10 Community Services Community Services Mger 1 51 Exempt B Public Works Superintendent 1 48 Exempt B Management Analyst I/II 1 40/42 Exempt B Landscape Inspector I/II 3 34/36 Non-Exempt 4614 6 Facilities Management Project Manager 1 48 Exempt B Senior Facilities Specialist 1 38 Non-Exempt Facilities Specialist 1 36 Non-Exempt 4340 3 Public Works Superintendent 1 48 Exempt B Streets Maintenance Supervisor 1 46 Exempt B Office Assistant I/II 1 20/24 Non-Exempt Senior Maintenance Worker 1 40 Non-Exempt Maintenance Worker III 4 36 Non-Exempt Maintenance Worker I/II 8 28/32 Non-Exempt 4310 16 Traffic Signal Maintenance Project Manager 1 48 Exempt B Senior Traffic Signal Specialist 1 45 Non-Exempt Traffic Signal Technician I/II 3 34/38 Non-Exempt 4250 5 Total Public Works 40 TOTAL ALLOCATED POSITIONS 163 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 301 FY 2025-26 Exhibit A City of Palm Desert Salary Schedule Grade/Step Table 10 Annual 40,310 42,328 44,450 46,675 49,026 51,480 53,269 55,328 Monthly 3,359 3,527 3,704 3,890 4,086 4,290 4,439 4,611 Hourly 19.38 20.35 21.37 22.44 23.57 24.75 25.61 26.60 11 Annual 41,350 43,410 45,573 47,840 50,253 52,770 54,558 56,722 Monthly 3,446 3,618 3,798 3,987 4,188 4,398 4,547 4,727 Hourly 19.88 20.87 21.91 23.00 24.16 25.37 26.23 27.27 12 Annual 42,349 44,470 46,696 49,046 51,542 54,080 55,952 58,136 Monthly 3,529 3,706 3,891 4,087 4,295 4,507 4,663 4,845 Hourly 20.36 21.38 22.45 23.58 24.78 26.00 26.90 27.95 13 Annual 43,430 45,594 47,861 50,274 52,790 55,411 57,366 59,613 Monthly 3,619 3,800 3,988 4,190 4,399 4,618 4,781 4,968 Hourly 20.88 21.92 23.01 24.17 25.38 26.64 27.58 28.66 14 Annual 44,491 46,717 49,067 51,563 54,142 56,826 58,781 61,110 Monthly 3,708 3,893 4,089 4,297 4,512 4,736 4,898 5,093 Hourly 21.39 22.46 23.59 24.79 26.03 27.32 28.26 29.38 15 Annual 45,614 47,882 50,294 52,832 55,453 58,261 60,278 62,629 Monthly 3,801 3,990 4,191 4,403 4,621 4,855 5,023 5,219 Hourly 21.93 23.02 24.18 25.40 26.66 28.01 28.98 30.11 16 Annual 46,738 49,088 51,584 54,163 56,867 59,696 61,755 64,168 Monthly 3,895 4,091 4,299 4,514 4,739 4,975 5,146 5,347 Hourly 22.47 23.60 24.80 26.04 27.34 28.70 29.69 30.85 17 Annual 47,902 50,336 52,853 55,515 58,282 61,214 63,336 65,811 Monthly 3,992 4,195 4,404 4,626 4,857 5,101 5,278 5,484 Hourly 23.03 24.20 25.41 26.69 28.02 29.43 30.45 31.64 18 Annual 49,150 51,626 54,184 56,888 59,717 62,691 64,896 67,413 Monthly 4,096 4,302 4,515 4,741 4,976 5,224 5,408 5,618 Hourly 23.63 24.82 26.05 27.35 28.71 30.14 31.20 32.41 19 Annual 50,378 52,874 55,557 58,302 61,235 64,272 66,560 69,139 Monthly 4,198 4,406 4,630 4,859 5,103 5,356 5,547 5,762 Hourly 24.22 25.42 26.71 28.03 29.44 30.90 32.00 33.24 20 Annual 51,646 54,205 56,930 59,758 62,733 65,894 68,162 70,845 Monthly 4,304 4,517 4,744 4,980 5,228 5,491 5,680 5,904 Hourly 24.83 26.06 27.37 28.73 30.16 31.68 32.77 34.06 21 Annual 52,915 55,578 58,344 61,277 64,293 67,538 69,909 72,634 Monthly 4,410 4,632 4,862 5,106 5,358 5,628 5,826 6,053 Hourly 25.44 26.72 28.05 29.46 30.91 32.47 33.61 34.92 22 Annual 54,246 56,950 59,779 62,795 65,915 69,243 71,594 74,443 Monthly 4,521 4,746 4,982 5,233 5,493 5,770 5,966 6,204 Hourly 26.08 27.38 28.74 30.19 31.69 33.29 34.42 35.79 23 Annual 55,598 58,365 61,318 64,355 67,558 70,928 73,424 76,315 Monthly 4,633 4,864 5,110 5,363 5,630 5,911 6,119 6,360 Hourly 26.73 28.06 29.48 30.94 32.48 34.10 35.30 36.69 24 Annual 56,971 59,821 62,816 65,957 69,264 72,738 75,275 78,208 Monthly 4,748 4,985 5,235 5,496 5,772 6,062 6,273 6,517 Hourly 27.39 28.76 30.20 31.71 33.30 34.97 36.19 37.60 25 Annual 58,406 61,339 64,418 67,621 70,990 74,547 77,126 80,163 Monthly 4,867 5,112 5,368 5,635 5,916 6,212 6,427 6,680 Hourly 28.08 29.49 30.97 32.51 34.13 35.84 37.08 38.54 26 Annual 59,842 62,858 65,998 69,306 72,779 76,398 79,102 82,181 Monthly 4,987 5,238 5,500 5,776 6,065 6,367 6,592 6,848 Hourly 28.77 30.22 31.73 33.32 34.99 36.73 38.03 39.51 27 Annual 61,360 64,459 67,642 71,032 74,589 78,333 81,037 84,219 Monthly 5,113 5,372 5,637 5,919 6,216 6,528 6,753 7,018 Hourly 29.50 30.99 32.52 34.15 35.86 37.66 38.96 40.49 28 Annual 62,899 66,040 69,347 72,800 76,419 80,246 83,096 86,341 Monthly 5,242 5,503 5,779 6,067 6,368 6,687 6,925 7,195 Hourly 30.24 31.75 33.34 35.00 36.74 38.58 39.95 41.51 29 Annual 64,501 67,683 71,094 74,651 78,395 82,285 85,134 88,483 Monthly 5,375 5,640 5,925 6,221 6,533 6,857 7,095 7,374 Hourly 31.01 32.54 34.18 35.89 37.69 39.56 40.93 42.54 30 Annual 66,082 69,368 72,842 76,482 80,309 84,323 87,277 90,688 Monthly 5,507 5,781 6,070 6,374 6,692 7,027 7,273 7,557 6/16/2025 Page 1 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 302 FY 2025-26 Exhibit A City of Palm Desert Salary Schedule Grade/Step Table 31 Annual 67,746 71,115 74,672 78,437 82,326 86,445 89,482 92,955 Monthly 5,646 5,926 6,223 6,536 6,861 7,204 7,457 7,746 Hourly 32.57 34.19 35.90 37.71 39.58 41.56 43.02 44.69 32 Annual 69,410 72,883 76,523 80,330 84,386 88,587 91,686 95,285 Monthly 5,784 6,074 6,377 6,694 7,032 7,382 7,641 7,940 Hourly 33.37 35.04 36.79 38.62 40.57 42.59 44.08 45.81 33 Annual 71,198 74,714 78,478 82,368 86,486 90,813 94,016 97,656 Monthly 5,933 6,226 6,540 6,864 7,207 7,568 7,835 8,138 Hourly 34.23 35.92 37.73 39.60 41.58 43.66 45.20 46.95 34 Annual 72,946 76,586 80,413 84,427 88,670 93,080 96,366 100,090 Monthly 6,079 6,382 6,701 7,036 7,389 7,757 8,031 8,341 Hourly 35.07 36.82 38.66 40.59 42.63 44.75 46.33 48.12 35 Annual 74,755 78,499 82,410 86,528 90,896 95,410 98,758 102,627 Monthly 6,230 6,542 6,868 7,211 7,575 7,951 8,230 8,552 Hourly 35.94 37.74 39.62 41.60 43.70 45.87 47.48 49.34 36 Annual 76,648 80,434 84,469 88,712 93,101 97,822 101,254 105,186 Monthly 6,387 6,703 7,039 7,393 7,758 8,152 8,438 8,766 Hourly 36.85 38.67 40.61 42.65 44.76 47.03 48.68 50.57 37 Annual 78,541 82,451 86,570 90,938 95,472 100,256 103,750 107,806 Monthly 6,545 6,871 7,214 7,578 7,956 8,355 8,646 8,984 Hourly 37.76 39.64 41.62 43.72 45.90 48.20 49.88 51.83 38 Annual 80,496 84,531 88,754 93,184 97,864 102,773 106,350 110,510 Monthly 6,708 7,044 7,396 7,765 8,155 8,564 8,863 9,209 Hourly 38.70 40.64 42.67 44.80 47.05 49.41 51.13 53.13 39 Annual 82,514 86,611 90,979 95,534 100,298 105,310 109,034 113,256 Monthly 6,876 7,218 7,582 7,961 8,358 8,776 9,086 9,438 Hourly 39.67 41.64 43.74 45.93 48.22 50.63 52.42 54.45 40 Annual 84,573 88,795 93,288 97,947 102,814 107,952 111,717 116,106 Monthly 7,048 7,400 7,774 8,162 8,568 8,996 9,310 9,676 Hourly 40.66 42.69 44.85 47.09 49.43 51.90 53.71 55.82 41 Annual 86,674 91,021 95,576 100,360 105,394 110,677 114,504 118,997 Monthly 7,223 7,585 7,965 8,363 8,783 9,223 9,542 9,916 Hourly 41.67 43.76 45.95 48.25 50.67 53.21 55.05 57.21 42 Annual 88,878 93,330 97,989 102,856 107,994 113,422 117,374 121,971 Monthly 7,407 7,778 8,166 8,571 9,000 9,452 9,781 10,164 Hourly 42.73 44.87 47.11 49.45 51.92 54.53 56.43 58.64 43 Annual 91,083 95,659 100,464 105,456 110,718 116,293 120,349 125,029 Monthly 7,590 7,972 8,372 8,788 9,227 9,691 10,029 10,419 Hourly 43.79 45.99 48.30 50.70 53.23 55.91 57.86 60.11 44 Annual 93,392 98,030 102,918 108,098 113,485 119,163 123,323 128,128 Monthly 7,783 8,169 8,577 9,008 9,457 9,930 10,277 10,677 Hourly 44.90 47.13 49.48 51.97 54.56 57.29 59.29 61.60 45 Annual 95,722 100,506 105,498 110,802 116,355 122,138 126,422 131,352 Monthly 7,977 8,376 8,792 9,234 9,696 10,178 10,535 10,946 Hourly 46.02 48.32 50.72 53.27 55.94 58.72 60.78 63.15 46 Annual 98,093 102,960 108,160 113,547 119,226 125,195 129,563 134,638 Monthly 8,174 8,580 9,013 9,462 9,936 10,433 10,797 11,220 Hourly 47.16 49.50 52.00 54.59 57.32 60.19 62.29 64.73 47 Annual 100,568 105,560 110,843 116,418 122,221 128,357 132,808 138,008 Monthly 8,381 8,797 9,237 9,702 10,185 10,696 11,067 11,501 Hourly 48.35 50.75 53.29 55.97 58.76 61.71 63.85 66.35 48 Annual 103,022 108,222 113,630 119,267 125,278 131,518 136,136 141,461 Monthly 8,585 9,019 9,469 9,939 10,440 10,960 11,345 11,788 Hourly 49.53 52.03 54.63 57.34 60.23 63.23 65.45 68.01 49 Annual 105,622 110,926 116,459 122,304 128,419 134,846 139,526 144,976 Monthly 8,802 9,244 9,705 10,192 10,702 11,237 11,627 12,081 Hourly 50.78 53.33 55.99 58.80 61.74 64.83 67.08 69.70 50 Annual 108,306 113,693 119,350 125,362 131,581 138,195 143,042 148,595 Monthly 9,026 9,474 9,946 10,447 10,965 11,516 11,920 12,383 Hourly 52.07 54.66 57.38 60.27 63.26 66.44 68.77 71.44 51 Annual 110,989 116,522 122,366 128,482 134,909 141,648 146,598 152,339 Monthly 9,249 9,710 10,197 10,707 11,242 11,804 12,217 12,695 6/16/2025 Page 2 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 303 FY 2025-26 Exhibit A City of Palm Desert Salary Schedule Grade/Step Table 52 Annual 113,776 119,475 125,445 131,706 138,278 145,184 150,280 156,166 Monthly 9,481 9,956 10,454 10,976 11,523 12,099 12,523 13,014 Hourly 54.70 57.44 60.31 63.32 66.48 69.80 72.25 75.08 53 Annual 116,584 122,429 128,586 134,992 141,710 148,824 154,024 160,056 Monthly 9,715 10,202 10,716 11,249 11,809 12,402 12,835 13,338 Hourly 56.05 58.86 61.82 64.90 68.13 71.55 74.05 76.95 54 Annual 119,538 125,507 131,789 138,362 145,246 152,526 157,872 164,070 Monthly 9,962 10,459 10,982 11,530 12,104 12,711 13,156 13,673 Hourly 57.47 60.34 63.36 66.52 69.83 73.33 75.90 78.88 55 Annual 122,491 128,648 135,054 141,814 148,928 156,374 161,845 168,147 Monthly 10,208 10,721 11,255 11,818 12,411 13,031 13,487 14,012 Hourly 58.89 61.85 64.93 68.18 71.60 75.18 77.81 80.84 56 Annual 125,590 131,872 138,445 145,392 152,630 160,243 165,901 172,328 Monthly 10,466 10,989 11,537 12,116 12,719 13,354 13,825 14,361 Hourly 60.38 63.40 66.56 69.90 73.38 77.04 79.76 82.85 57 Annual 128,710 135,158 141,898 149,032 156,437 164,258 170,019 176,675 Monthly 10,726 11,263 11,825 12,419 13,036 13,688 14,168 14,723 Hourly 61.88 64.98 68.22 71.65 75.21 78.97 81.74 84.94 58 Annual 131,955 138,528 145,475 152,714 160,368 168,376 174,262 181,085 Monthly 10,996 11,544 12,123 12,726 13,364 14,031 14,522 15,090 Hourly 63.44 66.60 69.94 73.42 77.10 80.95 83.78 87.06 59 Annual 135,242 141,981 149,094 156,541 164,341 172,619 178,610 185,598 Monthly 11,270 11,832 12,425 13,045 13,695 14,385 14,884 15,467 Hourly 65.02 68.26 71.68 75.26 79.01 82.99 85.87 89.23 60 Annual 138,590 145,538 152,818 160,472 168,501 176,925 183,082 190,237 Monthly 11,549 12,128 12,735 13,373 14,042 14,744 15,257 15,853 Hourly 66.63 69.97 73.47 77.15 81.01 85.06 88.02 91.46 61 Annual 142,106 149,178 156,603 164,445 172,702 181,334 187,699 195,021 Monthly 11,842 12,432 13,050 13,704 14,392 15,111 15,642 16,252 Hourly 68.32 71.72 75.29 79.06 83.03 87.18 90.24 93.76 62 Annual 145,621 152,922 160,534 168,584 177,008 185,848 192,379 199,888 Monthly 12,135 12,744 13,378 14,049 14,751 15,487 16,032 16,657 Hourly 70.01 73.52 77.18 81.05 85.10 89.35 92.49 96.10 63 Annual 149,240 156,728 164,549 172,786 181,438 190,486 197,184 204,880 Monthly 12,437 13,061 13,712 14,399 15,120 15,874 16,432 17,073 Hourly 71.75 75.35 79.11 83.07 87.23 91.58 94.80 98.50 64 Annual 153,005 160,659 168,688 177,112 185,952 195,270 202,093 209,997 Monthly 12,750 13,388 14,057 14,759 15,496 16,273 16,841 17,500 Hourly 73.56 77.24 81.10 85.15 89.40 93.88 97.16 100.96 65 Annual 156,832 164,653 172,890 181,542 190,590 200,138 207,168 215,218 Monthly 13,069 13,721 14,408 15,129 15,883 16,678 17,264 17,935 Hourly 75.40 79.16 83.12 87.28 91.63 96.22 99.60 103.47 66 Annual 160,763 168,771 177,195 186,077 195,395 205,150 212,347 220,605 Monthly 13,397 14,064 14,766 15,506 16,283 17,096 17,696 18,384 Hourly 77.29 81.14 85.19 89.46 93.94 98.63 102.09 106.06 67 Annual 164,798 172,994 181,646 190,757 200,242 210,330 217,651 226,138 Monthly 13,733 14,416 15,137 15,896 16,687 17,528 18,138 18,845 Hourly 79.23 83.17 87.33 91.71 96.27 101.12 104.64 108.72 68 Annual 168,875 177,341 186,202 195,499 205,275 215,571 223,080 231,795 Monthly 14,073 14,778 15,517 16,292 17,106 17,964 18,590 19,316 Hourly 81.19 85.26 89.52 93.99 98.69 103.64 107.25 111.44 69 Annual 173,098 181,709 190,861 200,387 210,434 220,917 228,654 237,557 Monthly 14,425 15,142 15,905 16,699 17,536 18,410 19,055 19,796 Hourly 83.22 87.36 91.76 96.34 101.17 106.21 109.93 114.21 70 Annual 177,424 186,306 195,624 205,400 215,675 226,470 234,374 243,526 Monthly 14,785 15,526 16,302 17,117 17,973 18,873 19,531 20,294 Hourly 85.30 89.57 94.05 98.75 103.69 108.88 112.68 117.08 71 Annual 181,854 190,965 200,554 210,538 221,083 232,128 240,219 249,642 Monthly 15,155 15,914 16,713 17,545 18,424 19,344 20,018 20,804 Hourly 87.43 91.81 96.42 101.22 106.29 111.60 115.49 120.02 72 Annual 186,410 195,728 205,504 215,800 226,574 237,931 246,230 255,861 Monthly 15,534 16,311 17,125 17,983 18,881 19,828 20,519 21,322 6/16/2025 Page 3 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 304 FY 2025-26 Exhibit A City of Palm Desert Salary Schedule Grade/Step Table 73 Annual 191,090 200,637 210,642 221,187 232,232 243,838 252,408 262,246 Monthly 15,924 16,720 17,554 18,432 19,353 20,320 21,034 21,854 Hourly 91.87 96.46 101.27 106.34 111.65 117.23 121.35 126.08 74 Annual 195,832 205,629 215,925 226,720 238,056 249,954 258,710 268,798 Monthly 16,319 17,136 17,994 18,893 19,838 20,830 21,559 22,400 Hourly 94.15 98.86 103.81 109.00 114.45 120.17 124.38 129.23 75 Annual 200,741 210,766 221,312 232,378 243,984 256,194 265,158 275,496 Monthly 16,728 17,564 18,443 19,365 20,332 21,350 22,097 22,958 Hourly 96.51 101.33 106.40 111.72 117.30 123.17 127.48 132.45 Y-Rate 118 - 32 Annual 107,578 Monthly 8,965 Hourly 51.72 CM Annual 278,096 City Manager - per contract dated 03-24-2025 Hourly 133.70 CC Annual 36,116 City Council 6/16/2025 Page 4 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 305 City of Palm Desert Personnel Summary Position FY 2023-24 FY 2024-25 FY 2025-26 Department City Manager 1 1 1 City Manager Assistant City Manager 1 1 1 City Manager City Engineer 1 0 0 City Manager Management Analyst I/II 1 1 1 City Manager Social Services Coordinator 1 0 0 City Manager Homeless and Support Services Manager 0 1 0 City Manager* Executive Assistant 1 0 1 City Manager* Executive Coordinator 0 1 0 City Manager* Management Aide I/II 0 1 1 City Manager Total:6 6 5 Human Resources Manager 1 1 0 Human Resources* Senior Administrative Assistant 1 0 0 Human Resources Human Resources Analyst I/II 2 2 2 Human Resources Human Resources Specialist 0 1 1 Human Resources Director of Human Resources 0 0 1 Human Resources* Total:4 4 4 City Clerk 1 1 1 City Clerk Assistant City Clerk 1 1 1 City Clerk Administrative Assistant - City Council 1 1 0 City Clerk Receptionist 1 1 1 City Clerk Records Coordinator 1 1 1 City Clerk Senior Deputy Clerk 1 1 3 City Clerk* Deputy Clerk I/II 1 1 0 City Clerk* Senior Administrative Assistant 0 0 1 City Clerk* Total:7 7 8 Director of Library Services 0 1 1 Library Services Assistant Director of Library Services 0 1 1 Library Services Library Manager 0 2 2 Library Services Librarian I/II 0 4 4 Library Services Library Assistant 0 12 11 Library Services* Total:0 20 19 City Engineer 0 1 0 Engineering and Services* Senior Engineer 0 1 0 Engineering and Services* Assistant Engineer 0 2 0 Engineering and Services* Associate Engineer 0 0 1 Engineering and Services* Total:0 4 1 Director of Finance/City Treasurer 1 1 1 Finance Deputy Director of Finance 2 2 2 Finance Finance Supervisor 1 1 1 Finance Senior Contracts and Grants Analyst 1 1 0 Finance* Management Analyst 1 2 2 Finance Purchasing Coordinator 1 0 0 Finance Accountant 2 3 3 Finance Senior Administrative Assistant 0 1 2 Finance* Administrative Assistant I/II 2 1 0 Finance* Accounting Technician I/II 6 4 2 Finance* Accounting Supervisor 0 0 1 Finance* Senior Management Analyst I/II 0 0 2 Finance* Payroll Coordinator 0 0 1 Finance* Total:17 16 17 Information Systems Manager 1 1 1 Information Technology Senior Information Systems Administrator 1 1 1 Information Technology Senior Network Engineer 1 1 0 Information Technology* Senior GIS Admin 1 1 1 Information Technology Biz Systems Enterprise 1 2 1 Information Technology* Management Aide I/II 0 1 1 Information Technology Cyber Security Officer 0 0 1 Information Technology* Senior Biz Systems Enterprise 0 0 1 Information Technology* Total:5 7 7 306 City of Palm Desert Personnel Summary Continued Position FY 2023-24 FY 2024-25 FY 2025-26 Department Director of Economic Development 1 1 1 Economic Development Deputy Director of Economic Development 1 1 1 Economic Development Management Analyst I/II 2 1 2 Economic Development* Administrative Assistant I/II - Econ. Dvlpt.1 1 1 Economic Development Special Events Coordinator 1 1 1 Economic Development Management Analyst I/II - Environmental 1 1 1 Economic Development Management Analyst I/II - Art 1 1 1 Economic Development Administrative Assistant I/II - Special Programs 1 1 1 Economic Development Community Relations Supervisor 0 0 1 Economic Development* Total:9 8 10 Senior Management Analyst 0 0 1 Housing* Housing Manager 1 1 1 Housing Management Analyst I/II 1 1 0 Housing* Housing Program Tech 1 0 0 Housing Total:3 2 2 Public Affairs Manager 1 1 1 Public Affairs Community Relations Supervisor 0 1 0 Public Affairs* Communications Analyst I/II 2 1 0 Public Affairs* Marketing Specialist 1 0 0 Public Affairs Office Assistant I/II 1 0 0 Public Affairs Management Analyst I/II 0 1 0 Public Affairs* Marketing Assistant 0 1 0 Public Affairs* Office Assistant I/II OR Visitor Assistant 0 1 2 Public Affairs* Communications and Marketing Coordinator 0 0 1 Public Affairs* Management Aide I/II 0 0 1 Public Affairs* Visitor Services Specialist 0 0 1 Public Affairs* Total:5 6 6 Director of Development Services 1 1 1 Development Services Deputy Director of Development Services 1 1 1 Development Services Executive Assistant 1 1 1 Development Services Principal Planner 1 2 1 Development Services* Senior Planner 1 0 1 Development Services* Planning Technician 0 1 1 Development Services Associate Planner I/II 1 1 2 Development Services* Assistant Planner I/II 1 0 1 Development Services* Chief Inspector 1 0 0 Development Services Management Analyst I/II 1 1 1 Development Services Land Development Technician 1 0 0 Development Services Senior Administrative Assistant 1 0 0 Development Services GIS Analyst 0 1 1 Development Services Development Services Coordinator 0 0 1 Development Services* Total:11 9 12 Chief Building Official 1 1 1 Building and Safety Assistant Building Official 0 1 1 Building and Safety Senior Building Inspector 1 1 1 Building and Safety Building Inspector I/II 3 2 3 Building and Safety* Office Assistant I/II 1 0 0 Building and Safety* Administrative Assistant I/II 0 1 1 Building and Safety Total:6 6 7 Code Compliance Supervisor 1 1 0 Code* Code Compliance Officer I/II 5 4 6 Code* Office Assistant I/II 1 0 0 Code Administrative Assistant I/II 0 1 1 Code Code Compliance & Support Services Manager 0 0 1 Code* Homeless & Support Services Manager 0 0 1 Code* Total:7 6 9 307 City of Palm Desert Personnel Summary Continued Position FY 2023-24 FY 2024-25 FY 2025-26 Department Management Analyst I/II 0 1 1 Permit Center Senior Permit Technician 0 1 1 Permit Center Land Development Technician 0 1 0 Permit Center* Management Aide I/II 0 1 1 Permit Center Permit Technician I/II 4 2 3 Permit Center* Office Assistant I/II 0 1 1 Permit Center Total:4 7 7 Director of Capital Projects 1 1 1 Capital Projects Capital Projects Manager 2 1 1 Capital Projects Senior Project Manager 1 2 2 Capital Projects Project Manager 2 1 2 Capital Projects* Senior Public Works Inspector 0 1 1 Capital Projects Public Works Inspector I/II 3 2 2 Capital Projects Administrative Assistant I/II 1 0 0 Capital Projects Total:10 8 9 Director of Public Works 1 1 1 Public Works Deputy Director of Public Works 1 1 1 Public Works Business Operations Manager 1 1 1 Public Works Senior Management Analyst 1 1 1 Public Works Senior Project Manager 0 1 1 Public Works Senior Administrative Assistant 0 2 2 Public Works Office Assistant I/II 1 1 0 Public Works* Management Analyst I/II 0 1 2 Public Works* Project Manager 1 0 0 Public Works Administrative Assistant I/II 2 0 1 Public Works* Total:8 9 10 Community Services Manager 1 1 1 Community Services Management Analyst I/II 0 1 1 Community Services Supervising Landscape Supervisor 1 1 0 Community Services* Landscape Inspector 3 3 3 Community Services Public Works Superintendent 0 0 1 Community Services* Total:5 6 6 Project Manager 0 1 1 Facilities Management Senior Facilities Specialist 1 1 1 Facilities Management Maintenance Worker III - Facilities/Building Maint.1 0 0 Facilities Management Facilities Specialist 1 1 1 Facilities Management Project Technician 1 1 0 Facilities Management* Total:4 4 3 Street Maintenance Supervisor 1 1 1 Streets Maintenance Administrative Assistant I/II*1 1 0 Streets Maintenance* Senior Maintenance Worker 1 2 1 Streets Maintenance* Maintenance Worker III 3 4 4 Streets Maintenance Maintenance Worker I/II 7 5 8 Streets Maintenance* Public Works Superintendent 0 0 1 Streets Maintenance* Office Assistant I/II 0 0 1 Streets Maintenance* Total:13 13 16 Senior Project Manager 0 1 0 Traffic Signal Maintenance* Project Manager 0 0 1 Traffic Signal Maintenance* Transportation Manager 1 0 0 Traffic Signal Maintenance Senior Traffic Signal Specialist 0 1 1 Traffic Signal Maintenance Traffic Signal Specialist 1 0 0 Traffic Signal Maintenance Traffic Signal Technician I/II 2 3 3 Traffic Signal Maintenance Total:4 5 5 Grand Total 128 153 163 308 City of Palm Desert Staff Changes Department Position FTE Notes City Manager's Office City Manager's Office City Manager's Office City Manager's Office City Manager's Office City Manager's Office City Manager's Office 1 City Manager's Office City Manager's Office City Manager's Office City Manager's Office 1 City Manager's Office City Manager's Office Human Resources Human Resources Human Resources Human Resources Engineering Services Engineering Services Engineering Services Engineering Services Engineering Services Engineering Services Engineering Services Library Services Library Services 1 Library Services Library Services Library Services Library Services Finance 1 Finance Finance Finance Finance Administrative Assistant I/II 1 Finance Finance Finance Finance Payroll Coordinatior 1 Information Technology Information Technology Information Technology Information Technology Information Technology Information Technology Housing Economic Development Economic Development Economic Development Economic Development Public Affairs Public Affairs Public Affairs 1 Public Affairs Public Affairs 1 Public Affairs Public Affairs Development Services/Planning Development Services/Planning Development Services/Planning Development Services/Planning Development Services/Planning Senior Administrative Assistant 1 Development Services/Planning Development Services/Planning Development Services/Planning Development Services/Planning Development Services/Planning Development Services/Planning Building and Safety Building and Safety Building and Safety Code Compliance Code Compliance Code Compliance Code Compliance 1 Code Compliance 1 309 City of Palm Desert Sraff Changes Department Position FTE Notes Code Compliance Code Compliance Officer I/II 2 Positions were added FY 2025-26 Permit Center Permit Center Permit Center Permit Center Management Aide I/II 1 Permit Center Office Assistant I/II 1 Permit Center Land Development Technician 1 Permit Center Permit Technician I/II 1 Capital Projects Senior Public Works Inspector 1 Capital Projects Public Works Inspector 1 Capital Projects Administrative Assistant I/II 1 Capital Projects Project Manager 1 Public Works Senior Project Manager 1 Public Works Administrative Assistant I/II 1 Public Works Office Assistant I/II 1 Public Works Management Analyst I/II 1 Public Works Administrative Assistant I/II 1 Community Services Management Analyst 1 Community Services Supervising Landscape Supervisor 1 Community Services Public Works Superintendent 1 Traffic Signal Maintenance Transportation Manager 1 Traffic Signal Maintenance Traffic Signal Specialist 1 Traffic Signal Maintenance Senior Project Manager 1 Traffic Signal Maintenance Project Manager 1 Facilities Management Project Technician 1 Streets Maintenance Administrative Assistant I/II*1 Streets Maintenance Senior Maintenance Worker 1 Streets Maintenance Maintenance Worker I/II 3 Streets Maintenance Public Works Superintendent 1 Streets Maintenance Office Assistant I/II 310 SECTION 10: STATISTICS 311 City of Palm Desert Fund Balances of Governmental Funds Last Ten Fiscal Years (Modified Accrual Basis of Accounting) Nonspendable 2,888,448$ 3,501,822$ 4,050,414$ 4,178,180$ $ 52,308,943 83,424,843 82,741,109 73,856,851 18,698,560 19,282,496 18,238,107 16,696,825 52,457,702 14,707,351 32,645,330 5,681,608 Total General Fund 126,353,653 120,916,512 137,674,960 100,413,464 Nonspendable 80,800 51,657 19,591 18,427 175,666,695 172,531,603 164,636,470 168,368,520 20,274,259 15,568,245 15,761,482 16,312,379 24,365,783 32,522,600 28,078,039 27,459,735 (445,505) - (126,614) - Total all other Governmental Funds 219,942,032$ 220,674,105$ 208,368,968$ 212,159,061$ $ 2019 2018 2017 2016 2015 Nonspendable 10,559,396$ 10,509,094$ 9,067,979$ 9,528,630$ $ 63,197,223 59,666,638 - - 15,964,130 15,492,508 658,817 991,853 3,322,321 4,702,308 74,259,748 71,842,172 Total General Fund 93,043,070 90,370,548 83,986,544 82,362,655 Nonspendable 193,189 1,726 1,276 3,052 348 Restricted 175,780,733 169,549,126 171,044,474 165,411,544 (3) 106,261,212 Committed 16,247,652 16,751,821 16,771,055 16,873,834 16,952,887 Assigned 21,238,271 23,258,063 23,250,337 24,172,531 Total all other Governmental Funds 213,459,845$ 209,560,736$ 211,067,142$ 182,288,430$ 147,386,978$ (2) Advances to the Successor Agency reclassified from Nonspendable to Restricted for Special Revenue Funds. (3) The City's Capital Properties Capital Project Fund received $65,566,963 and the Housing Asset Fund received $6,571,706 for a combined total of $72,138,669 of capital bond proceeds transferred from the Successor Agency. (1) On February 1, 2012 the State of California dissolved the City of Palm Desert Redevelopment Agency as part of the Statewide dissolution of all City Redevelopment Agencies, which in turn created the Successor Agency to the Redevelopment Agency of the City of Palm Desert. 312 City of Palm Desert Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years (Modified Accrual Basis of Accounting) 2024 2023 2022 2021 2020 Taxes 87,339,337$ 86,687,919$ 84,037,191$ 65,209,322$ $ 3,697,666 3,618,972 3,407,107 3,381,657 1,990,632 3,111,176 2,622,695 1,504,694 11,371,128 6,711,363 12,300,071 20,136,679 9,463,306 8,958,960 8,129,025 7,320,419 10,284,637 8,743,794 6,175,500 4,889,634 18,508,081 12,129,730 (2,402,801) 1,298,728 106,152 127,087 105,198 147,671 11,955,948 852,153 7,340,808 3,776,838 - - 1,974,653 - Total Revenues 154,716,887$ 130,941,154$ 123,689,447$ 107,665,642$ $ General government 34,683,367$ 24,896,946$ 24,079,563$ 23,478,543$ $ 13,090,694 10,310,551 8,232,440 8,839,559 43,449,970 40,660,248 37,322,951 34,035,102 18,912,572 17,708,634 7,439,687 6,073,015 14,102,656 15,287,888 17,667,805 18,533,419 606,561 - - - 24,510,104 7,835,762 12,110,677 7,840,438 582,854 263,809 2,294,052 174,000 153,203 135,903 157,462 184,529 Total Expenditures 150,091,981$ 117,099,741$ 109,304,637$ 99,158,605$ $ Excess(deficiency of Revenues over(under) expenditures 4,624,906$ 13,841,413$ 14,384,810$ 8,507,037$ $ 15,057,580 26,746,473 11,555,402 10,186,341 (15,155,662) (27,707,762) (11,864,512) (11,230,751) - - 2,603,284 - 594,610 (88,163) (1,001,688) - 473,763 529,156 - - Net Change In Fund Balance 4,705,068$ 13,321,117$ 15,677,296$ 7,462,627$ $ 2019 2018 2017 2016 2015 Taxes 67,102,185$ 61,906,859$ 59,466,545$ 56,735,503$ $ 3,948,157 3,445,246 3,318,114 3,296,705 1,416,829 1,326,049 1,678,709 2,057,843 6,194,152 5,682,704 7,249,515 15,429,238 6,899,916 6,675,632 6,439,458 5,896,480 5,223,285 2,894,821 2,356,363 2,082,843 7,166,097 3,626,892 2,086,224 1,837,319 273,434 162,370 135,276 295,269 2,892,940 2,886,542 2,594,433 2,317,499 -- 3,550,991 - - - - 7,868 Total Revenues 101,116,995$ 88,607,115$ 88,875,628$ 89,956,567$ 87,703,280$ Expenditures: 24,269,546$ 19,281,102$ 16,887,293$ 15,783,955$ $ 7,504,119 8,522,801 9,239,680 6,438,849 36,901,283 36,247,656 34,674,418 33,750,347 6,497,391 6,467,713 7,157,821 6,831,534 8,728,354 12,183,852 8,794,894 11,031,584 -- - 19,584,487 3,396,511 915,422 2,169,035 7,071,738 587,000 150,000 237,000 257,000 244,050 260,971 277,814 296,336 Total Expenditures 88,128,254$ 84,029,517$ 79,437,955$ 101,045,830$ 100,479,341$ 12,988,741$ 4,577,598$ 9,437,673$ (11,089,263)$ $ 5,319,448 6,613,352 9,406,888 6,030,706 (5,736,558) (6,313,352) (12,218,428) (6,075,206) (6,000,000) - - - - - - 72,138,669 - - - 225,000 Net Change In Fund Balance 6,571,631$ 4,877,598$ 6,626,133$ 61,229,906$ $ For more information on the dissolution of the RDA please see Note 16 and 17. (3) City established an allowance for advances owed by the Successor Agency. (1) On February 1, 2012 the State of California dissolved the City of Palm Desert Redevelopment Agency as part of the Statewide dissolution of all City Redevelopment Agencies, which in turn created the Successor Agency to the Redevelopment Agency of the City of Palm Desert. (2) The City's Capital Properties Capital Project Fund received $65,566,963 and the Housing Asset Fund received $6,571,706 for a combined total of $72,138,669 of capital bond proceeds transferred from the Successor Agency. 0.6%1.0% 0.5%0.4%2.5%0.4%0.6% 0.5% 0.7% 6.4% 313 City of Palm Desert Graphs - Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years (Modified Accrual Basis of Accounting) (1) Combined Other is a combination of rental income, investment earnings, and charges for services. (2) Miscellaneous Other is a combination of fines and forfeitures, miscellaneous, contributions from other governments, and contributions from property owners. (3) Debt Expenditures is a combination of interest/fiscal charges and principal retirement . (4) Public works is a combination of public works and contributions to property owners. Note: Graphs excludes Other financing sources and uses. $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 FY 2 0 2 4 FY 2 0 2 3 FY 2 0 2 2 FY 2 0 2 1 FY 2 0 2 0 FY 2 0 1 9 FY 2 0 1 8 FY 2 0 1 7 FY 2 0 1 6 FY 2 0 1 5 Total Revenues Combined other (1) Miscellaneous other (2) Intergovernmental revenues Licenses & permits Taxes & Special Assessments $0 $50,000,000 $100,000,000 $150,000,000 $200,000,000 $250,000,000 $300,000,000 FY 2 0 2 4 FY 2 0 2 3 FY 2 0 2 2 FY 2 0 2 1 FY 2 0 2 0 FY 2 0 1 9 FY 2 0 1 8 FY 2 0 1 7 FY 2 0 1 6 FY 2 0 1 5 Total Expenditures Parks, recreation & culture Pass-through-agreement Debt Expenditures (3) Capital outlay Public works (4) Public safety Housing & Redevelopment General Government 314 City of Palm Desert Supplemental - Historical General Fund Revenues (including Transfers In) Last Ten Fiscal Years FY 2024 2023 2022 2021 2020 Sales Tax 25,391,092$ 26,354,774$ 26,193,390$ 21,156,220$ 18,445,806$ Transient Occupancy Tax 23,019,911 23,825,410 22,098,939 10,760,455 11,681,583 Property Tax (3)15,326,607 12,952,007 11,703,419 11,193,276 11,101,584 Investment Earnings 6,767,157 5,025,534 (1,867,595) 284,744 4,181,814 Transfer In 396,806 2,478,731 3,774,873 3,515,966 2,472,976 Franchises 3,727,659 3,574,273 3,334,555 3,066,989 3,025,984 State Subventions (1) (3)131,253 146,957 127,546 38,945 60,593 Building & Grading Permits 1,491,171 2,290,974 2,079,314 1,195,893 953,176 Reimbursements (4)1,531,895 1,464,230 530,474 1,229,484 1,375,770 Business License Tax 1,272,190 1,139,514 1,326,920 962,940 1,038,137 Timeshare Mitigation Fee 1,789,418 1,711,324 1,555,137 1,501,625 1,467,905 Plan Check Fees 471,287 644,448 616,576 480,881 468,180 Property Transfer Tax 918,983 934,735 1,197,951 1,027,833 566,468 Other Revenues (2)1,611,425 3,581,082 8,337,209 8,072,509 3,130,862 83,846,855$ 86,123,993$ 81,008,708$ 64,487,760$ $ FY 2019 2018 2017 2016 2015 Sales Tax 21,434,387$ 18,627,704$ 18,505,449$ 18,994,779$ 17,565,134$ Transient Occupancy Tax 17,250,843 17,019,034 15,054,259 11,252,997 10,799,680 Property Tax (3)11,074,207 10,777,998 10,157,813 10,461,595 9,710,990 Investment Earnings 2,672,643 1,237,562 644,341 725,015 416,656 Transfer In 937,202 1,610,830 1,472,852 1,390,258 2,179,472 Franchises 3,078,855 3,097,521 3,146,702 3,095,873 3,102,431 State Subventions (1) (3)82,722 38,876 23,101 59,317 155,049 Building & Grading Permits 1,064,071 1,048,973 1,247,390 1,216,115 1,279,706 Reimbursements (4)1,468,351 1,388,654 1,407,811 1,589,511 1,604,707 Business License Tax 1,216,712 1,154,275 1,118,183 1,269,082 1,160,207 Timeshare Mitigation Fee 1,678,375 1,543,762 1,467,028 1,500,683 1,483,158 Plan Check Fees 619,763 691,096 431,115 592,818 505,370 Property Transfer Tax 727,978 664,822 690,975 491,060 558,965 Other Revenues (2)2,352,803 1,951,122 2,185,703 2,189,063 1,713,758 65,658,912$ 60,852,229$ 57,552,722$ 54,828,166$ $ (1) State Subventions is any combination of motor vehicle, off-highway in-lieu, and subventions from state. (3) The State of California reprogramed motor vehicle fees, the City now receives this as property taxes. (4) Reimbursements is a combination of RDA costs and other reimbursements, due to dissolution in February 2012 the RDA reimbursement is limited and applies to existing projects. (2) Other Revenues is any combination of miscellaneous penalties and interest, permits, grants, parking bails, fees, sales of maps and publications, vehicle and court fines, rental income, other revenues and Federal ARPA-Covid19. 315 City of Palm Desert Supplemental Graph - Historical General Fund Revenues (Including Transfers In) Last Ten Fiscal Years *State Subventions is any combination of motor vehicle, off-highway in-lieu, and subventions from state. (1) Combined Other is any combination of transfers, franchises, state subventions*, building and grading permits, reimbursements, business license taxes, timeshare mitigation fees, plan check fees, property transfer taxes. It also may include any combination of miscellaneous bails, fees, fines, grants, incomes, penalties, permits, sales and taxes. $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 F Y 2 0 2 4 F Y 2 0 2 3 F Y 2 0 2 2 F Y 2 0 2 1 F Y 2 0 2 0 F Y 2 0 1 9 F Y 2 0 1 8 F Y 2 0 1 7 F Y 2 0 1 6 F Y 2 0 1 5 Combined Other (1) Interest Property Tax Transient Occupancy Tax Sales Tax 316 City of Palm Desert Supplemental - Historical General Fund Expenditures (Including Transfers Out) Last Ten Fiscal Years FY 2024 2023 2022 2021 2020 Public Safety (1)24,181,750$ 23,304,557$ 20,288,195$ 19,326,751$ $ 21,172,587 14,202,930 12,620,102 12,990,562 1,897,288 3,026,733 2,265,476 1,886,402 746,864 1,347,204 1,216,272 420,424 2,342,284 2,156,583 2,421,966 2,317,468 1,282,002 1,366,067 1,751,817 1,461,477 4,126,215 3,852,469 1,338,520 1,165,671 23,263,679 35,851,470 18,572,299 17,384,092 Total Expenditures 79,012,669$ 85,108,013$ 60,474,647$ 56,952,847$ $ FY 2019 2018 2017 2016 2015 Public Safety (1)20,975,032$ 21,088,867$ 20,424,249$ 20,151,237$ $ 12,521,081 11,460,325 8,238,228 7,971,706 2,149,715 2,333,897 2,637,630 2,664,871 1,249,674 1,179,305 1,062,611 791,565 2,185,648 2,020,797 2,418,451 2,709,328 1,828,083 1,579,734 1,849,442 1,888,290 - 2,760 25,326 1,083,919 1,250,969 1,133,007 970,877 1,004,989 20,826,188 13,669,533 18,302,019 14,010,275 Total Expenditures 62,986,390$ 54,468,225$ 55,928,833$ 52,276,180$ $ (1) Public Safety is any combination of animal regulation, police services, community safety and traffic safety expenditures, this does not include the cost for Fire Services. Fire Services are reported in a different fund. (2) City Administration is any combination of community services, independent audit, City attorney, City clerk, City council, City manager, information technology, elections, finance, general services, human resources, insurance, legal special services, legislative advocacy and unemployment insurance expenditures. (3) Other Expenditures is any combination of acquisitions, committees, contributions, retiree health, planning & community development, economic development, marketing, interfund transfers, parks, recreation and culture, extraordinary loss and visitor center, capital outlay, special item, included in the transfer out is transfer to the Fire fund for its shortfall. (4) Public Works is a combination of curb & gutter, parking lot, auto fleet, corporate yard,public building maintenance, Portola Community center, storm water permit. 317 City of Palm Desert Supplemental Graph- Historical General Fund Expenditures (Including Transfers Out) Last Ten Fiscal Years (4) Public Works is a combination of curb & gutter, parking lot, auto fleet, corporate yard, public building maintenance, Portola Community center, storm water permit. (1) Public Safety is any combination of animal regulation, police services, community safety and traffic safety expenditures, this does not include the cost for Fire Services. Fire Services are reported in a different fund. (2) City Administration is any combination of community services, independent audit, City attorney, City clerk, City council, City manager, information technology, elections, finance, general services, human resources, insurance, legal special services, legislative advocacy and unemployment insurance expenditures. (3) Other Expenditures is any combination of acquisitions, committees, contributions, retiree health, planning & community development, economic development, marketing, interfund transfers, parks, recreation and culture, extraordinary loss and visitor center, capital outlay, special item, included in the transfer out is transfer to the Fire fund for its shortfall. $0 $10,000,000 $20,000,000 $30,000,000 $40,000,000 $50,000,000 $60,000,000 $70,000,000 $80,000,000 $90,000,000 F Y 2 0 2 4 F Y 2 0 2 3 F Y 2 0 2 2 F Y 2 0 2 1 F Y 2 0 2 0 F Y 2 0 1 9 F Y 2 0 1 8 F Y 2 0 1 7 F Y 2 0 1 6 F Y 2 0 1 5 Other Expenditures Comb (3) Public Works (4) City Administration (2) Public Safety (1) 318 City of Palm Desert Supplemental Historical General Revenue and Expenditures Per Capita Last Ten Fiscal Years FY 2024 2023 2022 2021 2020 Total General Revenue (2)83,846,855$ 86,123,993$ 77,168,851$ 60,971,794$ $ 50,889 50,615 50,889 53,892 General Revenue Per Capita 1,648$ 1,702$ 1,516$ 1,131$ $ FY 2019 2018 2017 2016 2015 Total General Revenue (2)64,721,710$ 59,241,399$ 56,079,870$ 53,437,908$ $ 53,625 52,769 50,740 49,335 General Revenue Per Capita 1,207$ 1,123$ 1,105$ 1,083$ $ FY 2024 2023 2022 2021 2020 Total General Expenditures (2)79,012,669$ 85,108,013$ 52,730,364$ 49,481,094$ $ 50,889 50,615 50,889 53,892 General Expenditures Per Capita 1,553$ 1,681$ 1,036$ 918$ $ FY 2019 2018 2017 2016 2015 Total General Expenditures (2)57,900,932$ 49,992,388$ 48,427,111$ 48,134,252$ $ 53,625 52,769 50,740 49,335 General Expenditures Per Capita 1,080$ 947$ 954$ 976$ $ (1) Population figures are as of January start of fiscal year. (2) Interfund Transfers In/Out, extraordinary loss (gain), and special item are not included in total. Sources: Population figures from State Department of Finance, City of Palm Desert Finance Department 319 City of Palm Desert Assessed Value and Estimated Actual Value of Taxable Property Last Ten Fiscal Years Vacant Land Exempt 2024 14,806,817,526 3,268,784,947 77,828,213 291,855,799 * - 19,457,053,253 1.00000 2023 13,770,177,817 3,039,934,131 72,379,384 271,422,690 * - 18,094,846,015 1.00000 2022 12,816,062,846 2,919,685,840 67,899,671 254,623,765 * - 16,974,917,677 1.00000 2021 12,277,100,484 2,872,316,290 65,652,944 279,025,011 * - 16,413,235,941 1.00000 2020 11,781,804,552 2,771,257,791 63,343,035 300,879,417 *(45,437) 15,835,758,806 1.00000 2019 11,231,546,199 2,675,659,205 62,224,633 373,347,796 (326,679,322) 15,556,158,170 1.00000 2018 10,757,283,204 2,554,854,761 59,762,684 388,457,449 (313,754,093) 14,940,671,116 1.00000 2017 10,555,732,091 2,434,816,656 58,318,962 379,073,252 (306,174,550) 14,579,740,457 1.00000 2016 10,174,360,142 2,358,860,033 56,840,001 412,090,006 (312,620,004) 14,210,000,198 1.00000 2015 9,636,181,445 2,290,456,630 54,211,991 420,142,932 (298,165,952) 13,552,997,813 1.00000 (1) Estimated Actual Taxable Value = Net Taxable Value Source: Riverside County Assessor thru HDL Coren & Cone Notes:Property Taxes in Riverside County are subject to the State of California's Proposition 13, Jarvis-Gann Initiative which allows reappraisals of real property only when there is a change in ownership or new construction takes place. Further, the proposition limits property assessment increase to no more than two(2%) percent annually. Property is assessed at one hundred percent (100%) of its fair market value at the time of new construction or change in ownership. The tax rate is one (1%) percent of the assessed value. Per HDL there was an artifact change in the Riverside County Assessors data that occurred primarily between 2018 and 2019, new vs old system differences,the few properties which are listed as having asssessed value and being non-taxable are either new to the roll or are newly non-taxable for 2019. 320 City of Palm Desert Historical Net Assessed Taxable Values Citywide Graph - Assessed Valuation Growth Last Ten Fiscal Years FY Cook Street Area 88/89 Town Center Mall 83/84 Country Club #28 93/94 Desert Springs Marriott 86/87 Price Club/Costco 93/94 One Eleven Town Ctr 88/89 Palm Desert CC #29 94/95 Mervyn's Center 92/93 Palm Desert Greens 04/05 Desert Crossing 95/96 Suncrest 04/05 Lucky's/Albertson Deep Canyon 96/97 Remodel 111 Town Ctr (Best Buy)97/98 Gardens on El Paseo 98/99 Remodel Westfield Mall (Sears, Barnes & Noble) 04/05 Sears Automotive 04/05 Lowes Home Improvement 05/06 Walmart / Sam's Supercenters 05/06 Kohl's 07/08 Golfsmith Extreme 08/09 El Paseo Village 09/10 Best Buy & Ulta 11/12 Remodel Westfield Mall (Dick's/H&M/Restaurants) 12/13 PGA Tour Superstore 12/13 Total Wine & More 13/14 Tesla Motors 15/16 Source: Riverside County Assessor thru HDL Coren & Cone 5.08% 5.02% 2.56%2.48%4.15%3.93%3.72%3.39% 6.72%7.82% -5.00% 0.00% 5.00% 10.00% 15.00% 20.00% 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Percent Increase in Assessed Valuation FY 2015 to FY 2024 $- $5,000 $10,000 $15,000 $20,000 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Value in Millions Net Assessed Valuation - Historical Comparison FY 2015 to FY 2024 321 City of Palm Desert Supplemental FY 2023 and 2022 Breakdown of Basic 1% Property Tax Rate Not in Redevelopment Project Area Taxing Agency FY 2023 Rate FY 2022 Rate County General 28.177327% 2.728242% 5.873086% City of Palm Desert (1)0.000000% Desert Sands Unified School District 36.221587% 7.526714% 0.426231% 4.094919% 1.996808% 0.339927% 2.071624% 1.369698% 2.736607% 2.972906% 3.464324% General Purpose Basic 1%100.000000% (1) City of Palm Desert is a No-Low Property Tax City and the 7% represents what the state allocates to No-Low Property Tax Cities. Source: County of Riverside, Property Tax Allocation Percentages, TRA 018-041. 322 City of Palm Desert Property Tax Rates Direct and Overlapping Property Tax Rates Last Ten Fiscal Years Fiscal Year 2024 1.00000 1.00000 0.07500 0.03950 0.11000 0.00000 0.14493 2023 1.00000 1.00000 0.07500 0.03950 0.11000 0.00000 0.15187 2022 1.00000 1.00000 0.07500 0.03950 0.11000 0.00000 0.15030 2021 1.00000 1.00000 0.07390 0.03947 0.10000 0.00000 0.10334 2020 1.00000 1.00000 0.07381 0.03983 0.10000 0.00000 0.10542 2019 1.00000 1.00000 0.07418 0.03978 0.10000 0.00000 0.10603 2018 1.00000 1.00000 0.07251 0.04030 0.10000 0.00000 0.11146 2017 1.00000 1.00000 0.08599 0.02036 0.10000 0.00000 0.11802 2016 1.00000 1.00000 0.10915 0.02087 0.10000 0.00000 0.08978 2015 1.00000 1.00000 0.10984 0.02325 0.10000 0.00000 0.10160 Notes: Proposition 13 limits the ability of the city to raise the property tax rate. Source: CalMuni Statistics Inc City Direct Overlapping Rates 323 City of Palm Desert Principal Property Taxpayers Current and Nine Years Ago 2024 2015 of Tax Taxpayer of Tax NEWAGE DesertSprings 186,915,372$ 0.97% WEA Palm Desert 144,751,735$ 1.10% 170,932,097 0.88% DS Hotel 142,417,301 1.09% 147,812,500 0.76% Gardens on El Paseo LLC 101,110,901 0.77% 136,944,388 0.71% WVC Rancho Mirage Inc 94,636,672 0.72% 109,835,938 0.57%PRU Desert Crossing LLC 85,231,391 0.65% 72,822,193 0.38%57,712,366 0.44% 65,528,658 0.34%Marriott Ownership Resorts 56,584,242 0.43% 59,508,979 0.31%Segovia Operations 47,927,486 0.37% 55,391,442 0.29%Monarch Sevilla Venture 47,585,410 0.36% 53,060,398 0.27%Sunrise Spectrum 47,054,777 0.36% 1,058,751,965$ 5.47%Total 825,012,281$ 6.29% Source: HdL Coren & Cone thru Riverside County Assessor 22/23 and HdL Coren & Cone thru Riverside County Assessor 13/14 Note:The estimated property tax revenue stated above is based upon net taxable values, tax ratios and base year values that impact the revenue calculation. As a result, parcels with the same assessed value that are assigned to different tax rate areas may contribute dissimilar amounts of total revenue to the City and Redevelopment Agency. 324 City of Palm Desert Property Tax Levies and Collections Last Ten Fiscal Years Fiscal 2015 5,911,501$ 5,523,658$ 93.44%387,843$ 5,911,501$ 100.00% 2016 6,212,993 5,943,252 95.66%269,741 6,212,993 100.00% 2017 6,731,899 6,022,566 89.46%182,652 6,205,218 92.18% 2018 6,729,952 6,553,297 97.38%173,642 6,726,940 99.96% 2019 6,867,405 6,640,656 96.70%207,894 6,848,550 99.73% 2020 7,202,939 6,502,032 90.27%211,602 6,713,634 93.21% 2021 7,332,966 6,391,062 87.16%256,431 6,647,493 90.65% 2022 8,203,212 7,930,195 96.67%273,017 8,203,212 100.00% 2023 8,853,225 8,320,643 93.98%532,582 8,853,225 100.00% 2024 9,685,707 9,074,891 93.69%610,816 9,685,707 100.00% (3) Includes tax collections accrued as of June 30, 2023. (4) Includes amounts receivable for tax year 2022-2023 along with prior receivables due for prior tax years. Source: Riverside County Auditor Controller Office and City of Palm Desert (1) City of Palm Desert is on the "Teeter Plan" with the County of Riverside. The first payment was received in the fiscal year 1993/94. (2) City of Palm Desert is a "No-Low Property Tax City". Proposition 13 rolled the tax rates back to 1973 which is when the City of Palm Desert incorporated and the Property Tax rates were zero. Based on current state law the County allocates 7% of the 1% assessed values within the City less the Redevelopment Agency tax increment. Fiscal Year 1992/93 was the first year to receive the No/Low taxes. 325 City of Palm Desert Supplemental Top 25 Sales Tax Generators Graph - Historical Sales Tax Trends June 30, 2024 Top 25 Sales Tax Generators (1)Primary Economic Category ABC SUPPLY COMPANY BUILDING MATERIALS ALBERTSON'S FOOD CENTERS GROCERY STORES APPLE INC ELECTRONICS/APPLIANCE STORES ARIZONA TILE HOME FURNISHINGS BEST BUY STORES LP ELECTRONICS/APPLIANCE STORES CARMAX AUTO SUPERSTORES USED AUTOMOTIVE DEALERS CIRCLE K CONVENIENCE STORES/LIQUOR CONSOLIDATED ELECTRICAL DISTRIBUTORS PLUMBING/ELECTRICAL SUPPLIES COSTCO DISCOUNT DEPT STORES JW MARRIOTT DESERT SPRINGS HOTELS/MOTELS LEEDS JEWELERS JEWELRY STORES LOUIS VUITTON FAMILY APPAREL LOWES BUILDING MATERIALS MACY'S DEPARTMENT STORES DEPARTMENT STORES NORDSTROM RACK DEPARTMENT STORES PGA TOUR SUPERSTORE SPORTING GOODS/BIKE STORES SAKS FIFTH AVENUE DEPARTMENT STORES SAM'S CLUB WITH FUEL DISCOUNT DEPT STORES SIMPLOT GARDEN/AGRICULTURAL SUPPLIES SUPERIOR POOL PRODUCTS DRUGS/CHEMICALS TARGET STORES DISCOUNT DEPT STORES TJ MAXX FAMILY APPAREL TOMMY BAHAMA FAMILY APPAREL TOTAL WINE & MORE CONVENIENCE STORES/LIQUOR WAL-MART SUPERCENTER DISCOUNT DEPT STORES (1) Listed in Alphabetical Order * The State of California exchanged Sales Tax Revenue with Property taxes, this amount represents the portion of sales tax that were exchanged. Source: SBOE Data, MuniServices LLC. In Lieu given to city from State ERAF Property Taxes, City of Palm Desert Note : Current California law prohibits production of individual tax information as an effort not to infringe on proprietary information, therefore confidential information which is protected by law is not disclosed. $7.0 $9.0 $11.0 $13.0 $15.0 $17.0 $19.0 $21.0 $23.0 $25.0 $27.0 $29.0 20 1 5 20 1 6 20 1 7 20 1 8 20 1 9 20 2 0 20 2 1 20 2 2 20 2 3 20 2 4 Sales and Use Tax Trends FY 2014 - 2023 0.66% 15.1% -13.9% 14.7% 0.6% 8.1% -3.7% Amounts in Millions % = % Change from Prior Year -2.57% $17.564 $18.994 $18.505 $18.627 $21.434 $18.445 $21.156 $26.193 $26.354 $25.391 23.8% 1.8% 326 City of Palm Desert Ratios of Outstanding Debt by Type Last Ten Fiscal Years Year 2015 3,302,000 e 1,435,046 4,737,046 0.19%99 2016 3,045,000 929,860 3,974,860 0.16% 2017 2,808,000 499,881 3,307,881 0.14% 2018 2,658,000 1,493,330 4,151,330 0.17% 2019 2,071,000 1,595,394 3,666,394 0.24% 2020 1,846,000 1,145,011 2,991,011 0.23% 2021 1,672,000 675,976 2,347,976 0.20% 2022 1,294,000 - 1,294,000 0.04% 2023 1,162,000 - 1,162,000 0.04% 2024 1,068,000 - 1,068,000 0.03% Notes: Details regarding the city's outstanding debt can be found in the notes to the financial statements. f - Personal income and Per Capita statistic includes government and business type activities combined. a - Personal income, population and per capita information provided by California Department of Finance, and U.S Census Bureau and/or estimated by City Finance using 1% growth rate. b - Special Assessment Government Activities includes Highlands Undergrounding AD No# 04-01, as of June 30, 2023 the balance was $1.032M. c - Fiscal Year End 2009 the City issued the Energy Independence Program Limited Obligation Improvement Bonds Series 2009A (Taxable) $2.5 million to fund the Energy Independence Loan Program. The actual Bond Issuance was for $2.015m. At June 30, 2023 the oustanding balance was $0.071M. d -The City issued $1.136 million dollars of the Energy Independence Program (AB811 Assessments) Limited Obligation Improvement Bonds (Taxable). The special assessment collection commenced during the fiscal year 2010-2011. At June 30, 2023 the outstanding balance was $0.059M. e - In addition the Palm Desert Financing Authority issued $5.225 million dollars of the Energy Independence Program Variable Rate Demand Lease Revenue Bonds, Series 2009 (Federally Taxable). On September 2, 2014 the bonds were called in full. As of June 30, 2017 there were no outstanding bonds. Business Type Activities 327 City of Palm Desert Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years Note: There are no General Obligation Bonds from FY 2015 to FY 2024 328 THIS PAGE INTENTIONALLY LEFT BLANK 329 SECTION 11: ADOPTED FINANCIAL PLAN 330 YES: 5 ALL ACTIONS ARE DRAFT PENDING APPROVAL OF THE FINAL MINUTES Minute Action Summary Palm Desert City Council - Regular Meeting Agenda Number:15.a. Title:APPROVAL OF RESOLUTIONS RELATED TO THE ADOPTION OF THE FISCAL YEAR 2025-26 FINANCIAL PLAN AND CAPITAL IMPROVEMENT PROGRAM Date:Thursday, June 26, 2025 Motion by:Councilmember Pradetto Seconded by:Mayor Pro Tem Trubee Conduct a Joint Public Hearing and accept public comment on the proposed Fiscal Year 2025- 26 City and Housing Authority Financial Plan, including the Capital Improvement Program. 1. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ADOPTING THE FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025 THROUGH JUNE 30, 2026 AND CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2025-26 THROUGH 2029- 30.” 2. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE FISCAL YEAR 2025-26.” 3. Adopt a Resolution entitled “A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY OF PALM DESERT, CALIFORNIA, ADOPTING THE HOUSING AUTHORITY’S FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025 THROUGH JUNE 30, 2026.” 4. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, RESCINDING AND REPLACING RESOLUTION NO. 2025 __, ADOPTING AUTHORIZED CLASSIFICATIONS, ALLOCATED POSITIONS, SALARY SCHEDULE, AND SALARY RANGES INCLUDED HEREIN AND ATTACHED AS “EXHIBIT A” EFFECTIVE JULY 1, 2025”, setting the Fiscal Year 2025-26 Salary Schedules, Salary Ranges, and Allocated Classifications. 5. Approve Fiscal Year 2025-26 Out-of-State Travel List as listed in the attached memorandum.6. YES: 5 NO: 0 ABSTAIN: 0 CONFLICT: 0 ABSENT: 0 Motion Carried Mayor Harnik Councilmember Councilmember Nestande Mayor Pro Tem Trubee Councilmember Quintanilla 331 NO: 0 ABSTAIN: 0 CONFLICT: 0 ABSENT: 0 Pradetto 332 Page 1 of 8 CITY OF PALM DESERT STAFF REPORT MEETING DATE: June 26, 2025 PREPARED BY: Veronica Chavez, Director of Finance SUBJECT: APPROVAL OF RESOLUTIONS RELATED TO THE ADOPTION OF THE FISCAL YEAR 2025-26 FINANCIAL PLAN AND CAPITAL IMPROVEMENT PROGRAM RECOMMENDATION: 1. Conduct a Joint Public Hearing and accept public comment on the proposed Fiscal Year 2025-26 City and Housing Authority Financial Plan, including the Capital Improvement Program. 2. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ADOPTING THE FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025 THROUGH JUNE 30, 2026 AND CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2025- 26 THROUGH 2029-30.” 3. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE FISCAL YEAR 2025-26.” 4. Adopt a Resolution entitled “A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY OF PALM DESERT, CALIFORNIA, ADOPTING THE HOUSING AUTHORITY’S FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025 THROUGH JUNE 30, 2026.” 5. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, RESCINDING AND REPLACING RESOLUTION NO. 2025 __, ADOPTING AUTHORIZED CLASSIFICATIONS, ALLOCATED POSITIONS, SALARY SCHEDULE, AND SALARY RANGES INCLUDED HEREIN AND ATTACHED AS “EXHIBIT A” EFFECTIVE JULY 1, 2025”, setting the Fiscal Year 2025-26 Salary Schedules, Salary Ranges, and Allocated Classifications. 6. Approve Fiscal Year 2025-26 Out-of-State Travel List as listed in the attached memorandum. EXECUTIVE SUMMARY: Revenue Expenditures Surplus CIP (Year 1): $67.11 million Public Safety Budget: $64.16 million No use of reserves for operations 729333 City of Palm Desert Adoption of FY 2025-26 Financial Plan and CIP Page 2 of 8 BACKGROUND/ANALYSIS: Budget Overview: On May 8, 2025, the City Council held a study session to discuss the Operating Budget, Capital Project priorities, Five-Year Projections, and the estimated revenues and expenditures for the upcoming Fiscal Year 2025-26 Financial Plan. City Council provided feedback and general comments to staff for inclusion in the final budget submission. The Fiscal Year 2025-26 proposed Financial Plan reflects resource allocations consistent with City policies, goals, and priorities. It also communicates to our residents and staff an action plan for the upcoming fiscal year, which includes program goals and the standards by which the delivery of services to the public will be measured. The Operating Budget is developed in alignment with the 2025 City Council Goals and Priorities and identified community needs. General Fund: The General Fund supports core City services such as: Police Services Administration Public Works Parks Planning & Development Services Economic Development Fire (partially) Revenue Increase: FY 2025-26 General Fund revenues are projected at $109,743,818 compared to the current fiscal year’s original revenue estimate of $83,222,877. Revenue estimates have been adjusted slightly following the May Budget Study Session to account for an update on Measure G Revenue Projections from our Sales Tax Consultant, resulting in an additional $300,000. Up 31.9% from prior year, driven by Measure G sales tax and property tax. 730334 City of Palm Desert Adoption of FY 2025-26 Financial Plan and CIP Page 3 of 8 Expenditure Increase: The proposed General Fund operating expenditure budget is $109,424,005 compared to the current fiscal year’s approved original budget of $83,063,012. Expenditures have been adjusted slightly to account for the increased allocations to Outside Agency Funding, offset by a small decrease in estimated staff costs. Up 31.8% over prior year, primarily due to public safety costs, personnel services, and Measure G implementation. Sales Tax 23% District Tax 22% TOT and STR's 21% Property Tax 12% Franchise Fees 3% Timeshare Mitigation 2% Business License Tax 1% Transfers In 2% Permits/Fees 3% State Payments 5% Interest and Rents 5% Other Revenue1% FY 2025-26 GENERAL FUND REVENUES 109,743,818 731335 City of Palm Desert Adoption of FY 2025-26 Financial Plan and CIP Page 4 of 8 All other departments are 0-1% The General Fund budget supports the daily services residents rely on, including: Police protection and public safety Street and park maintenance Planning, building, and code enforcement Recreational programs and community services These services will continue without cuts or reduction in quality. Measure G Summary: FY 2025-26 is the first full year of Measure G sales tax revenues. Projected Funds have been allocated per the Five-Year Spending Plan. Supports public safety, infrastructure, and service enhancements. Capital Projects 2% Finance and Audit 3% General Services 5% IT 4% Interfund Transfers 25% Police Services 26% Public Works 2% Streets 3% Marketing 2% Economic Dev 2% Community Dev 2%Parks and Rec 2% Landscape Services 3% Contributions 2% City Council City Clerk Legislative Advocacy Elections Legal City Manager Capital Projects Finance and Audit Human Resources General Services Information Technology Unemployment Insurance Insurance Interfund Transfers Police Services Community Safety Homelessness Service FY 2025-26 GENERAL FUND EXPENDITURES 109,424,005 732336 City of Palm Desert Adoption of FY 2025-26 Financial Plan and CIP Page 5 of 8 Capital Improvement Program (CIP): The proposed FY 2025-26 CIP totals $67.11 million and contains key infrastructure projects funding such as: Fire Station 102 and Fire Stations 33/71 Renovation/Rehabilitation Palm Desert Library Public Facility Upgrades Funding Sources: General Fund, Measure G, Measure A, and other restricted funds Aligns with 2025 City Council Goals and Priorities General Plan Consistency confirmed by the Planning Commission - May 20, 2025 733337 City of Palm Desert Adoption of FY 2025-26 Financial Plan and CIP Page 6 of 8 Public Safety: One of the City’s overall largest expenditures is the cost of public safety services. It is also the largest General Fund expenditure even though the General Fund is not the only funding source. The City Council’s commitment to the Measure G Five-Year Plan further demonstrates their commitment to the public safety of our residents and citizens. The other main funding source for public safety is the Fire (Special) Fund. The portion of Fire services paid from the Fire Fund is derived from structural fire tax credits from the County fire taxes assessed by the City, reimbursements from other Cove Community Cities for the City’s ladder truck, and emergency medical services cost recovery fees. Measure G Funds have also been allocated to support Fire Services and Projects. The budget anticipates completion of construction and making Fire Station 102 operational by April/May 2026. The following table illustrates the total public safety request and the allocated funding sources. Total Cost: $64.16 million General Fund Share: 36% of General Fund budget Fire Station 102 Completion: May 2026 Other Governmental Funds: The City’s Financial Plan (Exhibits 1 and 2) includes many ‘governmental funds’ other than the General Fund. The monies collected and expended from these funds are generally set aside for the purpose identified by the fund or are restricted to specific uses. Total Budget: $144.2 million across all Other Funds, such as: Transportation Parks & Drainage Housing Mitigation Public Art & Childcare Facilities Enterprise Funds (e.g., Desert Willow, Parkview Office) Public Safety Total Request General Fund Special Fund Police Service 28,713,628 28,373,878 339,750 Community Safety and County EMS 220,084 220,084 Homelessness Services*445,000 445,000 Fire Services**34,783,794 10,425,000 24,358,794 Total Public Safety 64,162,506$ 39,018,962$ 25,143,544$ Paid by PLHA grant and opioid settlem ent funds Paid by Fire and General Fund (includes Capital Costs) Distribution 734338 City of Palm Desert Adoption of FY 2025-26 Financial Plan and CIP Page 7 of 8 Internal Service, Debt Service, and Assessment Districts Housing Authority Appropriations Limit (State Imposed Spending Cap): Article XIII B of the California Constitution limits local government appropriations annually. For FY 2025-26, Palm Desert’s calculated limit is $194,068,627. The appropriations requested within the FY 2025-2026 Financial Plan, subject to the limit, are well below the maximum allowed expenditures. FY 2025-26 Limit: $194,068,627 GF Budgeted Appropriations: At $109.4 million we are well within the legal limit Staff Allocation and Out of State Travel: In alignment with Section 2.52 of the Municipal Code, the City Council routinely adopts a resolution authorizing its classification groups, allocated positions, and the salary schedule with the Financial Plan. These resolutions operationalize that authority by specifying: What positions can exist How employees are classified What their salaries will be Gives the City Manager authority to modify if necessary for business, within budget The City’s Travel Policy requires that all Out of State travel be approved by the City Council at a public meeting. The list of anticipated conference, seminar, and travel for each department in FY 2025-26 has been included in this packet. Any out of state travel not included on the list will have to be requested individually (via staff report) prior to any costs being incurred. Conclusion: This FY 2025-26 Financial Plan contemplates that the City will continue to contract for services in its efforts to be fiscally prudent and constrain ongoing costs. Staff will continue to look for areas where cost savings can be achieved while maintaining expected service levels. During the year, the City Manager may authorize intra - and inter-departmental adjustments as well as intra- and inter-fund adjustments, to meet City needs, provided such adjustments do not exceed the approved total budget. Staff will continue to monitor revenues and expenditures and will report any new information or needed modifications to the City Council throughout the year. Staff recommends the approval of the City’s and Housing Authority’s FY 2025-26 Financial Plan and Capital Improvement Program as presented, in addition to all other required documents. 735339 City of Palm Desert Adoption of FY 2025-26 Financial Plan and CIP Page 8 of 8 FINANCIAL IMPACT: The FY 2025-26 Financial Plan, as presented, results in a revenue surplus, does not require the use of Reserves for operations, and aligns with the 2025 City Council Goals. The anticipated General Fund Balance at FYE June 30, 2025 is estimated to be $99.4 Million. 76 million of that balance must be maintained as committed and assigned reserves for FY 2025-26, per the policy. Staff will return after summer break to provide additional information during a study session on the 10-year cash flow projections, impact to reserve balance, and potential policy options for consideration. Key takeaways are as follows: Projected Surplus as Proposed: $319,813 No reserves used for operations Measure G is fully allocated per plan and reviewed by the Finance Committee Aligns with the 2025 City Council Goals and Priorities Attachments: 1. Resolution Approving the FY 2025-26 Financial Plan and Capital Improvement Program 2. Resolution Establishing the FY 2025-26 Appropriations Limit 3. Resolution Approving the FY 2025-26 Housing Authority Financial Plan 4. Resolution Approving the FY 2025-26 Staff Allocation Plan and Salary Table 5. FY 2025-26 Out-of-State Travel Memo 736340 RESOLUTION NO. 2025-050 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ADOPTING THE FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025, THROUGH JUNE 30, 2026, AND CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2025/2026 THROUGH 2029/2030 WHEREAS, the City Council has received and considered the proposed Financial Plan and Capital Improvement Program submitted by the City Manager on June 26, 2025; and WHEREAS, following notice duly given, the City Council held a public hearing on the proposed Financial Plan. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows: SECTION 1. The amounts shown on Exhibit A, "Estimated Revenues", are hereby accepted as the Estimated Revenues for FY 2025-26 for each fund and revenue source. SECTION 2. The amounts shown on Exhibit B, "Appropriations", are hereby appropriated to the departments and activities indicated. The City Manager, or his duly appointed representative, will have the authority to adjust intra- and inter-departmental budgeted line items, as well as inter-fund transfers to facilitate approved projects, provided such adjustments do not exceed the total approved budget, including any additional approved appropriations. If the need arises during the fiscal year, requests for additional appropriations will require approval by the City Council. SECTION 3. The amounts shown on Exhibit C, "Capital Improvement Funds Program Summary and Carryovers”, are hereby accepted as continuing appropriations t o FY 2025-26. The amounts included in this exhibit include all unexpended amounts including purchase orders and contracts encumbered on or before June 30, 2025. SECTION 4. The City Manager and his designee are hereby authorized, jointly and severally, to utilize General Fund reserves, to the extent needed, to cover any revenue shortfall between revenues and appropriations and to do all things which they deem necessary and proper in order to effectuate the purposes of this Resolution and the transactions contemplated hereby; and any such actions previously taken by such officers are hereby ratified, confirmed and approved. SECTION 5. That the City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions. Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 341 ADOPTED ON JUNE 26, 2025. JAN C. HARNIK MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-050 is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on June 26, 2025, by the following vote: AYES: NESTANDE, PRADETTO, QUINTANILLA, TRUBEE, AND HARNIK NOES: NONE ABSENT: NONE ABSTAIN: NONE RECUSED: NONE IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 6/27/2025 342 CATEGORY / FUND General Fund (110): 1. Sales Tax 25,391,092 23,000,000 24,916,701 24,916,701 2.1% District Tax - 4,000,000 4,000,000 24,300,000 3. Transient Occupancy Tax and Short Term Rentals 23,006,598 22,798,500 22,774,332 22,755,000 4. Property Tax Secured and Unsecured**9,685,707 12,623,089 12,558,552 12,809,723 5. Franchises (Cable/Gas/Electric/Waste)3,727,659 3,400,000 3,400,000 3,731,710 6. Timeshare Mitigation Fee*1,789,418 3,465,702 3,465,702 1,903,014 7. Business License Tax 1,272,190 1,163,000 1,122,955 1,160,000 8. Transfers-In (Traffic Safety, Parkview, Housing, Cannabis, AD's)737,531 2,680,140 2,680,140 1,902,700 9. Permits/Fees 3,045,399 2,992,998 3,133,013 3,696,439 10. State Payments (VLF, Parking Bail, MV lieu)5,487,064 5,739,780 6,091,261 5,891,000 11. Interest and Rents 6,903,203 5,362,329 5,149,193 5,256,000 12. Reimbursements and Other Revenue 3,141,718 1,968,682 1,318,655 1,421,531 Totals General Fund 84,187,579$ 89,194,220$ 90,610,504$ 109,743,818$ Fire Tax Fund (230): 1. Structural Fire Tax 11,402,490 11,402,490 13,045,657 13,045,657 2. Prop. A. Fire Tax (Special Assessment)2,154,150 2,474,050 2,474,050 2,548,272 4. Interest Income 869,368 500,000 500,000 250,000 5. Transfers In from General Fund 4,600,000 5,000,000 4,600,000 10,150,000 6. Fire Reserves - - - - Totals Fire Tax Fund 25,402,247$ 23,726,540$ 26,462,808$ 30,793,929$ TOTAL REVENUE- FIRE AND GENERAL FUND 109,589,826$ 112,920,760$ 117,073,312$ 140,537,747$ Estimated Revenues * Includes gross TOT received from operators. TOT rebates are reported as expenditures. FY 2025-26 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 343 CATEGORY / FUND FY 2023-24 Actual FY 2024-25 Adjusted FY 2024-25 Projected FY 2025-26 Proposed CITY OF PALM DESERT Estimated Revenues FY 2025-26 Traffic Safety Fund (210): 1. Vehicle Fines & Other Revenues 1,727$ 3,000$ 1,160$ 1,800$ 2. Interest 239$ -$ -$ 218$ Total Traffic Safety Fund 1,966$ 3,000$ 1,160$ 2,018$ Gas Tax Fund (211): 1. Gas Tax & Other Revenues 2,811,136$ 2,700,834$ 2,767,259$ 2,778,663$ 2. Interest 199,602$ 193,400$ 193,400$ 181,977$ Total Gas Tax Fund 3,010,738$ 2,894,234$ 2,260,659$ 2,960,640$ Measure A Fund (213): 1. Sales Tax & Other Revenues 3,665,197$ 3,328,000$ 3,296,000$ 3,129,000$ 2. Intergovernmental 121,088$ -$ -$ -$ 3. Interest 1,030,678$ 875,600$ 875,600$ 939,512$ Total Measure A Fund 4,816,963$ 4,203,600$ 4,171,600$ 4,068,512$ Housing Mitigation Fund (214): 1. Development Fee 31,800$ 49,118$ 26,079$ -$ 2. Other Revenues (Loan / Note Receivable)1,000$ -$ 3,300$ -$ 3. Transfers In 30,000$ -$ -$ -$ 4. Interest 168,971$ 132,300$ -$ 126,909$ Total Housing Mitigation Fund:231,771$ 181,418$ 29,379$ 126,909$ CDBG Block Grant Fund (220): 1. CDBG Block Grant 737,446$ 1,351,359$ 342,513$ 1,265,808$ 2. Reimbursements (Program Income) & Other Revenues -$ -$ -$ -$ 3. Interest -$ -$ -$ -$ Total CDBG Fund 737,446$ 1,351,359$ 342,513$ 1,265,808$ PLHA Grant Fund (225) 1. Grants & Other Revenues -$ 439,883$ 439,873$ 112,562$ 2. Interest 2,715$ -$ -$ -$ Total Child Care Fund 2,715$ 439,883$ 439,873$ 112,562$ Opioid Settlement Fund (226) 1. Settlement Funds & Other Revenues 78,734$ 403,826$ 418,921$ 143,520$ 2. Interest 5,051$ -$ -$ 4,648$ Total Public Safety Grant Fund 83,785$ 403,826$ 418,921$ 148,168$ Child Care Program (228) 1. Child Care Fee 54,200$ 107,779$ 47,660$ -$ 2. Interest & Other Revenues 43,654$ 28,500$ 28,500$ 34,006$ Total Child Care Fund 97,854$ 136,279$ 76,160$ 34,006$ Public Safety Grant Fund (229): 1. Federal Grants 86,487$ 165,000$ 194,663$ 194,000$ 2. State Grants -$ -$ -$ -$ 3. Interest & Other Revenues 8,687$ 12,000$ 12,000$ 5,548$ Total Public Safety Grant Fund 95,174$ 177,000$ 206,663$ 199,548$ New Construction Tax Fund (231): 1. Development Fee & Other Revenues 265,447$ 150,302$ 154,989$ 276,000$ 2. Interest 95,247$ 63,700$ 63,700$ 73,875$ Total New Construction Fund 360,694$ 214,002$ 218,689$ 349,875$ Drainage Facility Fund (232): 1. Development Fee & Other Revenues 54,470$ 220,000$ 146,635$ 70,000$ 2. Interest 47,971$ 33,500$ 33,500$ 36,895$ Total Drainage Facility Fund 102,441$ 253,500$ 180,135$ 106,895$ Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 344 CATEGORY / FUND FY 2023-24 Actual FY 2024-25 Adjusted FY 2024-25 Projected FY 2025-26 Proposed CITY OF PALM DESERT Estimated Revenues FY 2025-26 Park & Recreation Fund (233): 1. Fees, Reimbursements & Other Revenues 427,547$ 250,108$ 327,467$ 125,000$ 2. Interest 92,047$ 70,800$ 70,800$ 69,388$ Total Park & Recreation Fund 519,594$ 320,908$ 398,267$ 194,388$ Signalization Fund (234): 1. Development Fee & Other Revenues 50,640$ 20,000$ 18,700$ 7,000$ 2. Interest 30,042$ 19,300$ 19,300$ 23,472$ Total Signalization Fund 80,682$ 39,300$ 38,000$ 30,472$ Fire Facilities Fund (235): 1. Development Fee & Other Revenues 166,938$ 116,100$ 81,662$ 89,000$ 2. Interest 86,847$ 59,700$ 59,700$ 67,039$ Total Fire Facilities Fund 253,785$ 175,800$ 111,362$ 156,039$ Waste Recycling Fund (236): 1. Reimbursements & Other Revenues 611,888$ 690,000$ 421,337$ 450,000$ 2. Transfers In -$ -$ -$ -$ 3. Interest 179,201$ 121,900$ 121,900$ 138,576$ Total Waste Recycling Fund 791,089$ 811,900$ 493,237$ 588,576$ Energy Independence Program (237): 1. Special Assessments & Other Revenues 54,510$ 115,000$ 90,081$ 115,000$ 2. Interest 90,021$ 61,500$ 63,033$ 67,795$ Total Energy Independence Program Fund 144,531$ 176,500$ 153,114$ 182,795$ Air Quality Management Fund (238): 1. Air Quality Fee & Other Revenues 51,055$ 65,000$ 50,446$ 65,000$ 2. Interest 1,968$ 1,180$ 1,180$ 1,555$ Total Air Quality Fund 53,023$ 66,180$ 51,626$ 66,555$ Aquatic Center Fund (242): 1. Aquatic Fees & Other Revenues 961,796$ 914,367$ 903,300$ 988,028$ 2. Transfers In 2,976,250$ 2,937,500$ 2,937,500$ 2,152,543$ 3. Interest 55,400$ 39,500$ 39,500$ 42,429$ Total Aquatic Center 3,993,445$ 3,891,367$ 3,630,300$ 3,183,000$ Cannabis Compliance Fund (243): 1. Cannabis Compliance Permit Fee & Other Revenues -$ -$ -$ -$ 2. Cannabis Taxes 1,005,447$ 892,401$ 787,811$ 787,000$ 3. Interest 37,802$ -$ -$ 34,784$ Total Cannabis Compliance Fund 1,043,249$ 892,401$ 787,811$ 821,784$ Library Services (252) 1. Library Fees & Other Revenues -$ 50,688$ 54,011$ -$ 2. Transfers In 1,321,527$ 2,185,290$ 2,185,290$ 2,523,443$ 3. Interest 14,358$ -$ -$ 13,195$ Total Library Services Fund 1,335,885$ 2,235,978$ 2,239,301$ 2,536,638$ Capital Improvement Fund (400): 1. State, Federal, CVAG Reimbursements, & Other Revenues 312,321$ -$ 34,817$ -$ 2. Transfers In 2,000,000$ 11,017,674$ 11,310,674$ 5,397,482$ 3. Interest 682,682$ 335,000$ 335,000$ 555,958$ Total Capital Improvement Fund 2,995,003$ 11,352,674$ 11,680,491$ 5,953,440$ CP Drainage Fund (420): 1. Reimbursements & Other Revenues -$ -$ -$ -$ 2. Transfers In 3,200,000$ -$ -$ -$ 3. Interest 94,298$ 73,700$ 73,700$ 70,860$ Total Drainage Fund 3,294,298$ 73,700$ 73,700$ 70,860$ Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 345 CATEGORY / FUND FY 2023-24 Actual FY 2024-25 Adjusted FY 2024-25 Projected FY 2025-26 Proposed CITY OF PALM DESERT Estimated Revenues FY 2025-26 Economic Development Fund (425): 1. Rent, Reimbursements, & Other Revenues 334,886$ 213,031$ 518,939$ 64,000$ 2. Transfers In -$ -$ -$ 325,000$ 3. Interest 73,941$ 61,700$ 61,700$ 54,714$ Total Economic Development Fund 408,827$ 274,731$ 61,700$ 443,714$ CP Parks Fund (430): 1. Reimbursements & Other Revenues -$ -$ -$ -$ 2. Interest 557$ 400$ 400$ 427$ Total Parks Fund 557$ 400$ 400$ 427$ Art in Public Places Fund (436): 1. Development Fee, Reimbursements & Other Revenues 403,458$ 493,065$ 422,961$ 259,000$ 2. Interest 77,436$ 53,000$ 53,000$ 59,811$ Total AIPP Fund 480,894$ 546,065$ 475,961$ 318,811$ CP Signal Fund (440): 1. Reimbursements & Other Revenues -$ -$ -$ -$ 2. Interest 6,173$ 4,300$ 4,300$ 4,738$ Total Signal Fund 6,173$ 4,300$ 4,300$ 4,738$ Golf Course Maint/Improv Fund (441): 1. Time Share Mitigation, Amenity Fees & Other Revenues 3,580,275$ 2,587,865$ 2,769,516$ 2,769,516$ 2. Interest 690,324$ 421,400$ 300,000$ 250,000$ Total Golf Course Maint. Fund 4,270,599$ 3,009,265$ 3,069,516$ 3,019,516$ Building Maintenance Fund (450): 1. Reimbursements & Other Revenues -$ -$ -$ -$ 2. Transfers In -$ 5,653,640$ 5,653,640$ -$ 3. Interest 70,345$ 102,150$ 50,000$ 42,673$ Total Building Maintenance Fund 70,345$ 5,755,790$ 5,703,640$ 42,673$ Capital Bond Fund (451): 1. Transfers In & Other Revenues -$ -$ -$ -$ 2. Interest 3,456,401$ 250,000$ 2,554,608$ 2,550,000$ Total Capital Bond Fund 3,456,401$ 250,000$ 2,554,608$ 2,550,000$ CP Library Fund (452): 1. Transfers In (County using former RDA pass through monies)4,000,000$ -$ -$ 6,000,000$ 2. Other Revenues -$ -$ -$ -$ 3. Interest 90,927$ 180,000$ 90,000$ 77,788$ Total Library Fund 4,090,927$ 180,000$ 90,000$ 6,077,788$ University Park 2024 Project Fund (470) 1.Contribution from Private Source 10,000,000$ -$ -$ -$ 2. Interest 38$ -$ 18$ -$ Total University Park Fund 10,000,038$ -$ 18$ -$ Landscape & Lighting Districts (272-299): 1. Taxes 326,627$ 328,377$ 324,859$ 344,366$ 2. Transfers In 110,000$ 173,807$ 185,849$ 141,000$ 3. Interest 8,530$ 5,400$ 5,400$ 6,693$ Total Landscape & Lighting 445,157$ 507,584$ 516,108$ 492,059$ El Paseo Merchant Fund (271): 1. El Paseo Merchant Fee (Business License)297,039$ 300,000$ 370,295$ 275,000$ 2. Interest 5,533$ -$ -$ 4,383$ Total El Paseo Fund 302,571$ 300,000$ 370,295$ 279,383$ Business Improvement Districts (277, 282, 289): 1. Taxes & Other Revenues 733,900$ 707,407$ 709,052$ 769,457$ 2. Transfers In -$ -$ -$ -$ 3. Interest 159,213$ 55,500$ 55,500$ 119,465$ Total Business Improvement 893,113$ 762,907$ 754,552$ 888,922$ Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 346 CATEGORY / FUND FY 2023-24 Actual FY 2024-25 Adjusted FY 2024-25 Projected FY 2025-26 Proposed CITY OF PALM DESERT Estimated Revenues FY 2025-26 Debt Service Funds (Various 300's) 1. Transfers In / Taxes / Interest / Other Revenues 4,820,912$ 3,224,629$ 3,500,000$ 4,057,925$ Total Debt Service Funds 4,820,912$ 3,224,629$ 3,500,000$ 4,057,925$ Parkview Office Complex Fund (510): 1. Rent / Leases of Buildings 1,265,414$ 1,250,000$ 1,267,011$ 1,200,000$ 2. Reimbursements & Other Revenues 15,513$ -$ -$ -$ 3. Transfers In -$ 19,620$ 19,620$ -$ 4. Interest 534,160$ 48,000$ 48,000$ 348,612$ Total Parkview Office Fund 1,815,087$ 1,317,620$ 1,334,631$ 1,548,612$ Desert Willow Golf Fund (520-521): 1. Golf Course Revenue 12,351,877$ 12,471,650$ 12,293,469$ 12,891,808$ 2. Restaurant & Other Revenues 4,570,976$ 4,780,039$ 3,389,810$ 4,878,909$ 3. Interest 208,195$ 123,820$ 134,637$ 171,384$ Total Desert Willow Fund 17,131,048$ 17,375,509$ 12,817,916$ 17,942,101$ Equipment Replacement Funds (530): 1. Reimbursements & Other Revenues -$ -$ -$ -$ 2. Transfers In (Fire Fund & General Fund)119,788$ 110,000$ 110,000$ -$ 3. Interest 347,486$ 242,000$ 242,000$ 267,503$ Total Equip. Replacement Fund 467,274$ 352,000$ 352,000$ 267,503$ Retiree Health Fund (576): 1. Contribution 145,305$ -$ -$ -$ 2. Transfers In 744,824$ 979,824$ 979,824$ 1,080,000$ 3. Interest 137,783$ 93,500$ 93,500$ 106,601$ Total Retiree Health Fund 1,027,912$ 1,073,324$ 1,073,324$ 1,186,601$ Compensation Benefits Fund (577): 1. Contribution -$ -$ -$ -$ 2. Transfers In 272,399$ 515,000$ 515,000$ -$ 3. Interest 127,883$ 98,300$ 98,300$ 98,611$ Total Compensation Benefits Fund 400,282$ 613,300$ 613,300$ 98,611$ Housing Funds (870): 1. Housing Admin Transfers In & Revenues 498,836$ 547,102$ 400,000$ 406,774$ Total Housing Fund 3,450,586$ 2,605,030$ 1,934,714$ 406,774$ 187,174,656$ 181,368,023$ 180,303,256$ 203,323,393$ TOTAL ALL CITY FUNDS (Excl. Housing Authority & Housing Asset Funds) Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 347 No.Department 4110 City Council 444,086 4111 City Clerk 1,339,972 4112 Legislative Advocacy 36,000 4114 Elections 14,500 4120-21 Legal 968,962 4130 City Manager 1,098,095 4134 Capital Projects 1,794,299 4150-51 Finance and Audit 3,075,566 4154 Human Resources 1,145,871 4159 General Services 5,860,866 4190 Information Technology 3,928,968 4191 Unemployment Insurance 10,000 4192 Insurance 1,340,634 4199 Interfund Transfers 27,704,573 4210 Police Services 28,373,878 4211 Community Safety 220,084 4212 Homelessness Service 3,000 4230 Animal Regulation 620,000 4250 Traffic 1,558,800 4300 Public Works 2,060,447 4310 Streets 3,034,199 4311 Street Resurfacing - 4312 ADA Improvements 50,000 4313 Parking Lot Improvements - 4314 Street Resurfacing - 4315 Street Resurfacing - 4330 Corporation Yard 265,000 4331 Fleet 457,500 4340 Building Maint 1,211,773 4344 Portola Community Ctr 220,500 4396 NPDES 260,000 4416 Community Promotions 602,000 4417 Marketing 1,897,750 4419 Visitor Services 9,500 4420 Building and Safety 1,419,170 4421 Permit Center 1,399,650 4422 Code Enforcement 1,508,274 4423 Engineering & Land Develop.1,280,593 4430 Economic Development 2,231,767 4470 Community Development 2,703,041 4610 Parks and Recreation 2,178,000 4611 Park Maintenance 1,578,500 4614 Landscape Services 3,738,052 4618 Citywide Park Imps - 4674 Civic Center Park Imps - 4800 Contributions 1,780,135 4950 Property Acquisition - 109,424,005 CITY OF PALM DESERT Appropriations Fiscal Year 2025-26 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 348 FUND NUMBER CITY OF PALM DESERT Appropriations Fiscal Year 2025-26 FUND NAME FY 25-26 Appropriations 210 Traffic Safety 2,700 211 Gas Tax 2,745,164 213 Measure A 8,964,825 214 Housing Mitigation Fee 959,135 220 Community Development Block Grant 592,041 225 Permanent Local Housing Allocation Grant (PLHA)170,000 226 Opioid Settlement Funds 275,000 228 Child Care Program - 229 Public Safety Police Grant 339,750 230 Prop. A Fire Tax 34,233,794 231 New Construction Tax 1,000,000 232 Drainage Facility 675,000 233 Park and Recreation 1,650,000 234 Traffic Signal 50,000 235 Fire Facilities - 236 Recycling Fund 741,500 237 Energy Independence Program 177,900 238 Air Quality Management 74,500 242 Aquatic Center 3,483,000 243 Cannabis Compliance Fund 1,500,000 252 Library Services 2,468,469 400 Capital Improvement Fund 9,536,126 420 CIP - Drainage 200,000 425 Economic Development 638,581 430 CIP - Park and Recreation - 436 Art in Public Places 639,120 441 Golf Course Capital Management 1,360,000 450 Building Maintenance 1,700,000 451 SARDA CIP & Properties 24,300,000 452 Library CIP 6,000,000 470 University Park 2024 - 870 Housing Set Aside Fund 406,774 104,883,379 Special and Capital Projects Funds Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 349 FUND NUMBER CITY OF PALM DESERT Appropriations Fiscal Year 2025-26 FUND NAME FY 25-26 Appropriations 301 Assessment Dist 83-1 - 303 Assessment Dist 84-1 - 304 Assessment Dist 87-1 - 306 Assessment Dist 92-1 - 307 Assessment Dist 91-4 Bighorn - 308 Assessment Dist 94-2 Sunterrace/Varner - 309 Assessment Dist 94-3 Merano - 311 Assessment Dist 98-1 Canyons of Bighorn - 312 Assessment Dist 01-1 Silver Spur 165,656 314 Assessment Dist Highlands 119,346 315 Assessment Dist Section 29 1,307,000 351 Assessment Dist 91-1 Indian Ridge - 353 Assessment Dist CFD University Park 508,800 354 Assessment Dist CFD University Park 2021 918,675 355 Assessment Dist CFD University Park 2024 610,825 391 Palm Desert Finance Authority 150,666 3,780,968 271 El Paseo Merchants 276,500 272-299 Landscape & Lighting Zones 652,750 277, 282, 289 Business Improvement Districts 614,309 1,543,559 510 Parkview Office Complex 1,542,500 520 Desert Willow Golf Course 13,436,316 521 PD Recreational Facilities Corporation 5,089,025 530 Equipment Replacement 2,167,787 576 Retiree Health 1,092,200 577 Compensation Benefits 250,000 23,577,828 Total Funds Excluding General & Housing 133,785,734 General Fund Total Housing Funds Total 109,424,005 10,761,653 120,185,658 Total Expenditures 253,971,392 Enterprise and Internal Service Funds Debt Services Funds Special Assessment Funds Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 350 City of Palm Desert Capital Improvement Funds Program FY 2025-2026 Summary Type Dept/ Div Project Code Project Name Funding Source Fund No.Fund Type Account No. 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total Cont.CIP CSL00001 2025 Slurry Seal Project Measure A 213 Special Revenue Funds 2134134 - 4400200 23,287 - - - - - 23,287 Cont.CIP MFA00007 Bridge Inspection & Repair Program Measure A 213 Special Revenue Funds 2134359 - 4400100 331,442 - 1,600,000 300,000 300,000 300,000 2,831,442 Cont.CIP MPK00005 Cahuilla Hills Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400200 1,753,796 - - - - - 1,753,796 Cont.CIP MFA00006 Citywide Pavement Condition Evaluation SB1 Gas Tax 211 Special Revenue Funds 2114311 - 4391505 64,181 110,000 110,000 110,000 110,000 110,000 614,181 New CIP CRB00001 Cook & Gerald Ford Retention Basin Capital Drainage Funds 420 Capital Project Funds 4204370 - 4400200 - 200,000 4,000,000 - - - 4,200,000 New CIP CLS00005 Country Club Median Landscape Improvements Capital Bond Fund 451 Capital Project Funds 4514374 - 4400100 - 3,000,000 - - - - 3,000,000 Cont.CIP CST00007 CV Link Hovley Connector New Construction Tax 231 Special Revenue Funds 2314670 - 5000202 - - - 3,500,000 - - 3,500,000 Cont.CIP CST00024 El Paseo Street Rehabilitation & Mid-Block Crossing Measure A 213 Special Revenue Funds 2134134 - 4400200 60,000 - - - - - 60,000 Cont.CIP CST00023 Eldorado Drive Street Rehabilitation Measure A 213 Special Revenue Funds 2134134 - 4400200 64,121 - - - - - 64,121 Cont.CIP CFA00017 Fire Station 33 Remodel Capital Bond Fund 451 Capital Project Funds 4514270 - 4400100 - - 8,145,000 - - - 8,145,000 Cont.CIP CFA00017 Fire Station 33 Remodel*Measure G 230 Special Revenue Funds 2304220 - 4400200 - 1,200,000 - - - - 1,200,000 Cont.CIP CFA00019 Fire Station 71 Rebuild Capital Bond Fund 451 Capital Project Funds 4514270 - 4400100 - - 15,475,000 - - - 15,475,000 Cont.CIP CFA00019 Fire Station 71 Rebuild*Measure G 230 Special Revenue Funds 2304220 - 4400200 - 1,200,000 - - - - 1,200,000 Cont.CIP CDR00003 Haystack Channel Rehabilitation Drainage Facility 232 Special Revenue Funds 2324370 - 5000454 275,000 500,000 - - - - 775,000 Cont.CIP CDR00003 Haystack Channel Rehabilitation Capital Drainage Funds 420 Capital Project Funds 4204370 - 5000454 3,222,112 - - - - - 3,222,112 New CIP CPK00005 Homme Adams Park Improvements Capital Bond Fund 451 Capital Project Funds 4514618 - 4400200 - - 5,000,000 150,000 - - 5,150,000 Cont.CIP CTS00005 HSIP Signal Backplates Measure A 213 Special Revenue Funds 2134317 - 5000908 1,725,282 - - - - - 1,725,282 Cont.CIP CPL00005 Larkspur Lane Improvements Gas Tax 211 Special Revenue Funds 2114134 - 4400200 - 110,000 - - - - 110,000 New CIP MST00008 Monterey & Gerald Ford Street Rehabilitation SB1 Gas Tax 211 Special Revenue Funds 2114311 - 4391505 - 1,225,164 1,090,000 1,090,000 1,090,000 1,090,000 5,585,164 Cont.CIP CDR00007 Mountain View Retention Basin Capital Improvement Fund 400 Capital Project Funds 4004159 - 4219100 1,074,966 425,000 - - - - 1,499,966 Cont.CIP CFA00027 New Library Facility Capital Bond Fund 451 Capital Project Funds 4514136 - 4400100 - 20,000,000 - - - - 20,000,000 Cont.CIP CFA00027 New Library Facility*452 Capital Project Funds 4524136 - 4400100 3,179,940 6,000,000 - - - - 9,179,940 Cont.CIP CPK00002 North Sphere Community Park - Future Improvements Parks & Recreation 233 Special Revenue Funds 2334670 - 5000201 - 500,000 - - - - 500,000 Cont.CIP CPK00002 North Sphere Community Park - Future Improvements Capital Bond Fund 451 Capital Project Funds 4514618 - 5000913 135,124 - - - - - 135,124 Cont.CIP CPK00002 North Sphere Community Park - Future Improvements*Measure G 400 Capital Project Funds 4004618 - 4400200 - - 15,500,000 - - - 15,500,000 Cont.CIP SSY00005 North Sphere Electrical Substation Capital Improvement Fund 400 Capital Project Funds 4004258 - 4400100 885,000 - - - - - 885,000 Cont.CIP CFA00010 North Sphere Fire Station 102 Fire Fund & Measure G 230 Special Revenue Funds 2304220 - 4400200 1,162,944 4,500,000 - - - - 5,662,944 Cont.CIP CFA00010 North Sphere Fire Station 102 Fire Facilities 235 Special Revenue Funds 2354270 - 4400200 315,509 - - - - - 315,509 New CIP GDR00001 North Sphere Flood Control New Construction Tax 231 Special Revenue Funds 2314134 - 4400200 - 1,000,000 - - - - 1,000,000 New CIP GDR00001 North Sphere Flood Control*Measure G 400 Capital Project Funds 4004370 - 4400200 - - 8,500,000 5,000,000 - - 13,500,000 Cont.CIP CPK00007 North Sphere Regional Park - Future Improvements*Measure G 400 Capital Project Funds 4004670 - 5000202 5,000 - 3,000,000 27,000,000 - - 30,005,000 Cont.CIP Various PDHA Replacement Expenditures Housing Authority 871 Special Revenue Funds 8714195 - 4331100 91,145 - 3,400,000 3,420,000 3,350,000 75,000 10,336,145 Cont.CIP Various PDHA Replacement Expenditures Housing Asset Fund 873 Special Revenue Funds 8734199 - 4400100 - - - - - 4,025,000 4,025,000 New CIP CPK00009 Randall Henderson Trailhead Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400200 - 200,000 2,000,000 - - - 2,200,000 Cont.CIP CDR00006 Stormwater and Drainage Infrastructure Measure A 213 Special Revenue Funds 2134370 - 4400100 - - 2,300,000 - - - 2,300,000 Cont.CIP MST00008 Street Resurfacing Program Gas Tax 211 Special Revenue Funds 2114134 - 4400200 3,893 500,000 1,500,000 1,500,000 1,500,000 1,500,000 6,503,893 Cont.CIP MST00008 Street Resurfacing Program Measure A 213 Special Revenue Funds 2134134 - 4400200 - 1,289,825 3,000,000 2,500,000 2,500,000 2,500,000 11,789,825 New CIP CTS00007 Traffic Signal Improvement Mesa View Drive and Hwy 111 Gas Tax 211 Special Revenue Funds 2114134 - 4400200 - 65,000 900,000 - - - 965,000 New CIP CTS00006 Traffic Signal Improvement Monterey and Mag Falls Gas Tax 211 Special Revenue Funds 2114134 - 4400200 - 85,000 900,000 - - - 985,000 Cont.CIP CPL00004 University Park On-Street Parking Improvements Gas Tax 211 Special Revenue Funds 2114134 - 4400200 - 650,000 - - - - 650,000 Cont.CIP CST00002 Walk n Roll PD - Phase I, II, and III Measure A 213 Special Revenue Funds 2134633 - 5000103 3,825,266 2,500,000 3,000,000 - - - 9,325,266 Deferred PW CFA00013 Artists Center at Galen Improvements Building Maintenance 450 Capital Project Funds 4504164 - 4388500 150,000 75,000 75,000 75,000 75,000 75,000 525,000 Cont.PW MPK00006 Bump & Grind Trailhead Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 200,000 - - - - 200,000 New PW CSS00001 Citywide Entry Monument Signage Capital Bond Fund 451 Capital Project Funds 4514300 - 4400100 - 1,200,000 - - - - 1,200,000 Deferred PW MFA00025 Civic Center Building Improvements Building Maintenance 450 Capital Project Funds 4504161 - 4400100 388,554 500,000 350,000 350,000 350,000 350,000 2,288,554 Deferred PW CFA00011 Civic Center Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004674 - 4400100 1,636,624 - 250,000 250,000 250,000 250,000 2,636,624 Deferred PW CLS00002 Community Gardens Box Renovation Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 150,000 50,000 250,000 250,000 250,000 250,000 1,200,000 Deferred PW CFA00016 Corporation Yard Building Improvements Capital Improvement Fund 400 Capital Project Funds 4004330 - 4400100 419,498 350,000 100,000 100,000 100,000 100,000 1,169,498 New PW CST00013 El Paseo Parkway Improvements Capital Improvement Fund 400 Capital Project Funds 4004310 - 4400100 - 75,000 400,000 150,000 150,000 150,000 925,000 New PW CEQ00006 Fiber Optic Communication Upgrades Capital Bond Fund 451 Capital Project Funds 4514190 - 4400100 - 100,000 - 2,000,000 - - 2,100,000 Cont.PW MPK00001 Freedom Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 600,000 150,000 150,000 150,000 150,000 1,200,000 Deferred PW CFA00022 Henderson Building Improvements Building Maintenance 450 Capital Project Funds 4504164 - 4400100 107,270 150,000 150,000 150,000 150,000 150,000 857,270 Cont.PW SDS00003 Hillary Storm Event Capital Improvement Fund 400 Capital Project Funds 4004159 - 4219100 1,009,122 - - - - - 1,009,122 Deferred PW CFA00020 Historical Society Building Improvements Building Maintenance 450 Capital Project Funds 4504164 - 4400100 150,000 150,000 100,000 100,000 100,000 100,000 700,000 Deferred PW CPK00004 Hovley Soccer Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 900,000 150,000 150,000 150,000 150,000 1,500,000 New PW MPK00008 Ironwood Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 100,000 - - - - 100,000 Deferred PW CPK00010 Magnesia Falls Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 100,000 - - - - 100,000 Cont.PW SFA00003 Office Space Improvements- Phase 2 Building Maintenance 450 Capital Project Funds 4504164 - 4400200 35,823 - - - - - 35,823 Cont.PW SFA00006 Office Space Improvements- Phase 3 Building Maintenance 450 Capital Project Funds 4504161 - 4400200 975,841 225,000 - - - - 1,200,841 Cont.PW MPL00002 Parking Lot Rehab & Maintenance Capital Improvement Fund 400 Capital Project Funds 4004313 - 4332000 570,000 - - - - - 570,000 Cont.PW CST00012 Parking Lot Rehabilitation - President's Plaza East & West Capital Improvement Fund 400 Capital Project Funds 4004692 - 4400100 229,035 80,971 83,400 - - - 393,406 Cont.PW CLS00003 Parks & Medians Cal Sense/Smart Controller Irrigation Capital Improvement Fund 400 Capital Project Funds 4004388 - 4400100 8,362 75,000 100,000 100,000 100,000 100,000 483,362 Deferred PW 100,000 6/13/2025 - 4:48 PM Summary for FY 2025-2026 CIP Projects Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 351 City of Palm Desert Capital Improvement Funds Program FY 2025-2026 Summary Type Dept/ Div Project Code Project Name Funding Source Fund No.Fund Type Account No. 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total Deferred PW MFA00014 Portola Community Center Renovations Building Maintenance 450 Capital Project Funds 4504439 - 4400100 561,150 500,000 150,000 - - - 1,211,150 Deferred PW STS00001 Traffic Management System Replacement Capital Improvement Fund 400 Capital Project Funds 4004250 - 4400100 1,303,705 - 1,000,000 - - - 2,303,705 Deferred PW MST00001 Traffic Operations & Capacity Improvements Measure A 213 Special Revenue Funds 2134250 - 5000907 425,000 500,000 500,000 500,000 750,000 750,000 3,425,000 Deferred PW MTS00002 Traffic Signal IISNS Replacement Measure A 213 Special Revenue Funds 2134250 - 5000906 - 50,000 500,000 500,000 - - 1,050,000 Deferred PW MTS00001 Traffic Signal Modification & Hardware Upgrades Program Measure A 213 Special Revenue Funds 2134250 - 5000906 - 825,000 300,000 300,000 300,000 300,000 2,025,000 Deferred PW CPK00006 University Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 86,892 100,000 150,000 - - - 336,892 Deferred PW CPK00008 Washington Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 400,000 - - - - 400,000 Cont.PW MST00003 Wayfinding Master Plan Measure A 213 Special Revenue Funds 2134300 - 5000910 - 1,825,000 - - - - 1,825,000 Cont.AIPP CST00005 Artwork for Phase 2 of the PD Link Project AIPP 436 Capital Project Funds 4364650 - 4400100 100,000 50,000 - - - - 150,000 Cont.AIPP CST00020 Artwork for Phase 2 of the San Pablo Corridor Project AIPP 436 Capital Project Funds 4364650 - 4400100 - 165,000 - - - - 165,000 Cont.DS NA Indian Springs MHP Sewer Conversion Capital Improvement Fund 400 Capital Project Funds 4004121 - 4374000 - 139,673 139,673 139,673 139,673 139,673 698,364 Cont.DS CST00019 Technology Drive Extension to Gerald Ford Drive Capital Improvement Fund 400 Capital Project Funds 4004311 - 4332000 335,000 293,000 - - - - 628,000 Cont.DW CEQ00005 Clubhouse Equipment Various Golf Capital 441 Capital Project Funds 4414195 - 4809200 352,102 - 135,000 - - - 487,102 Cont.DW CFA00023 Clubhouse Improvements-Restroom/Exterior Painting Golf Capital 441 Capital Project Funds 4414195 - 4809200 - 500,000 120,000 150,000 - - 770,000 Cont.DW MFA00016 Golf Course Improvements-Mountain View & Firecliff Golf Capital 441 Capital Project Funds 4414195 - 4809200 - - 250,000 3,500,000 - - 3,750,000 Cont.DW CFA00024 Golf Course Pump & Motor Upgrades Golf Capital 441 Capital Project Funds 4414195 - 4809200 - 100,000 40,000 - - - 140,000 New DW MLS00003 Golf Course Tree Pruning Golf Capital 441 Capital Project Funds 4414195 - 4809200 - 250,000 250,000 250,000 250,000 250,000 1,250,000 Cont.DW CLS00001 Perimeter Landscape & Lighting Rehabilitation Golf Capital 441 Capital Project Funds 4414195 - 4809200 - 250,000 250,000 - - - 500,000 Cont.DW MLS00032 Perimeter Landscape Maintenance Golf Capital 441 Capital Project Funds 4414195 - 4332000 21,604 260,000 260,000 260,000 260,000 260,000 1,321,604 27,263,589 56,448,633 85,623,073 53,994,673 12,374,673 13,124,673 248,829,313 CIP Funding Sources 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Special Revenue Funds 8,367,068 18,634,989 19,100,000 13,720,000 9,900,000 10,650,000 Capital Project Funds 18,896,521 37,813,644 66,523,073 40,274,673 2,474,673 2,474,673 Debt Service Funds - - - - - - Internal Service Funds - - - - - - Enterprise Funds - - - - - - TOTALS 27,263,589 56,448,633 85,623,073 53,994,673 12,374,673 13,124,673 Type Dept/ Div Project Code Project Name Funding Source Fund No.Fund Type Account No.Est. 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total Cont.PW MFA00003 AD Annual R/M - AD 94-1 Bighorn 94-1 Fund 307 Debt Service Funds 3074311 - 4332000 - - 324,833 - - - 324,833 Annual PW MST00013 Measure A 213 Special Revenue Funds 2134312 - 4400100 - 725,000 500,000 500,000 500,000 500,000 2,725,000 Cont.PW MPK00005 Cahuilla Hills Park Improvements CDBG 220 Special Revenue Funds 2204648 - 4400100 200,607 - - - - - 200,607 Annual PW MDR00004 Catch Basin & Drain Cleaning Program Drainage Facility 232 Special Revenue Funds 2324690 - 4400100 - 175,000 250,000 250,000 250,000 250,000 1,175,000 Cont.PW MDR00004 Catch Basin & Drain Cleaning Program Capital Drainage Funds 420 Capital Project Funds 4204314 - 4332000 83,906 - - - - - 83,906 Cont.PW SEQ00001 Charging Stations Improvements Equipment Replacement 530 Internal Service Funds 5304310 - 4404500 357,937 - 500,000 - - - 857,937 Annual PW MST00002 Citywide Street and Bike Lane Striping Improvements Measure A 213 Special Revenue Funds 2134315 - 4332000 - 1,000,000 950,000 950,000 950,000 950,000 4,800,000 Deferred PW CFA00011 Civic Center Park Improvements Parks & Recreation 233 Special Revenue Funds 2334618 - 4400100 - 650,000 - - - - 650,000 Deferred PW MFA00029 Fire Station 33 Building Improvements Fire Fund 230 Special Revenue Funds 2304220 - 4400100 - 75,000 75,000 75,000 75,000 75,000 375,000 Deferred PW MFA00030 Fire Station 67 Building Improvements Fire Fund 230 Special Revenue Funds 2304220 - 4400100 - 250,000 75,000 75,000 75,000 75,000 550,000 Deferred PW MFA00031 Fire Station 71 Building Improvements Fire Fund 230 Special Revenue Funds 2304220 - 4400100 - 175,000 75,000 75,000 75,000 75,000 475,000 Deferred PW MFA00031 Fire Station 71 Tenant Improvements Fire Fund 230 Special Revenue Funds 2304220 - 4400100 - 300,000 300,000 300,000 300,000 300,000 1,500,000 Annual PW CST00004 Neighborhood Traffic Calming Program Measure A 213 Special Revenue Funds 2134565 - 5000903 - 200,000 200,000 200,000 200,000 200,000 1,000,000 Deferred PW MFA00022 Palm Desert Aquatic Center Aquatic Fund 242 Special Revenue Funds 2424549 - 4400100 151,925 300,000 280,000 530,000 50,000 50,000 1,361,925 Deferred PW MPK00007 Palma Village Park Improvements CDBG 220 Special Revenue Funds 2204649 - 4400100 111,191 - - - - - 111,191 Annual PW MLS00031 Parks and Median Landscape Rehabilitation Parks & Recreation 233 Special Revenue Funds 2334618 - 4400100 - 500,000 500,000 500,000 500,000 500,000 2,500,000 Annual PW MEQ00002 Public Buildings Furnishings Building Maintenance 450 Capital Project Funds 4504161 - 4400100 - 100,000 100,000 100,000 100,000 100,000 500,000 Deferred PW MFA00011 State Building Improvements OC Enterprise Funds 510 Enterprise Funds 5104361 - 4400100 750,000 - 150,000 150,000 150,000 150,000 1,350,000 New PW CSS00002 Street Sign Inventory Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 50,000 - - - - 50,000 New PW CTS00009 Traffic Signal Timing Conversion Signalization Fund 234 Special Revenue Funds 2344250 - 4400100 - 50,000 - 600,000 - - 650,000 Cont.PW Lease Vehicle Leases Equipment Replacement 530 Internal Service Funds 5304331 - 4344000 6,661 90,000 - - - - 96,661 Cont.PW CST00018 Vision Zero Strategy Implementation Measure A 213 Special Revenue Funds 2134300 - 5000910 - 50,000 500,000 500,000 500,000 500,000 2,050,000 Cont.PW Purchase Fleet Replacement Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 851,088 200,000 500,000 500,000 - - 2,051,088 Cont.PW Purchase Message Boards Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 50,000 50,000 - - - 100,000 New PW Purchase Mini Excavator Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 50,000 - - - - 50,000 TOTALS 6/13/2025 - 4:48 PM Summary for FY 2025-2026 CIP Projects Exhibit C Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 352 City of Palm Desert Capital Improvement Funds Program FY 2025-2026 Summary Type Dept/ Div Project Code Project Name Funding Source Fund No.Fund Type Account No.Est. 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total #N/A Cont.PW Purchase Mobile Generators Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 25,000 - - - - 25,000 New PW Purchase Paint Mixers Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 25,000 - - - - 25,000 Cont.PW Purchase Skid Steer Loader Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 100,000 - - - - 100,000 Cont.PW Purchase Water Cooler / Ice Machines Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 50,000 - - - - 50,000 Cont.FD Purchase Ambulance Purchase / Remounts Equipment Replacement 530 Internal Service Funds 5304220 - 4403000 395,771 100,000 - - - - 495,771 Cont.FD Purchase Stryker Gurneys / Stair chairs Equipment Replacement 530 Internal Service Funds 5304220 - 4403000 - 175,000 - - - - 175,000 Cont.IT Purchase Desktop-Laptops Equipment Replacement 530 Internal Service Funds 5304190 - 4404000 96,783 382,787 460,072 340,183 - - 1,279,825 Cont.PD GEQ00001 Motorcycle Replacement Police Grants 229 Special Revenue Funds 2294210 - 4391400 - 36,000 - - - - 36,000 Cont.AIPP Purchase Bike Racks Air Quality Mgmt 238 Special Revenue Funds 2384515 - 4400100 15,830 - - - - - 15,830 Cont.AIPP NA Coachella Festival Artwork/Lease Installation AIPP 436 Capital Project Funds 4364650 - 4400100 346,094 - - - - - 346,094 Cont.AIPP NA El Paseo Sculpture Exhibition AIPP 436 Capital Project Funds 4364650 - 4400200 - - 290,000 - 300,000 - 590,000 New AIPP CFX00001 Misc. Public Art Projects AIPP 436 Capital Project Funds 4364650 - 4400100 - 150,000 150,000 150,000 150,000 150,000 750,000 Cont.ED NA Development Subsidy - Arc Village Housing Asset Fund 873 Special Revenue Funds 8734195 - 4663900 4,680,000 - - - - - 4,680,000 Cont.ED NA Development Subsidy - Palm Communities Housing Asset Fund 873 Special Revenue Funds 8734195 - 4663900 6,755,000 - - - - - 6,755,000 Cont.ED SRG00001 Economic Development Business Enhancements Economic Development 425 Capital Project Funds 4254430 - 4387500 307,264 - - - - - 307,264 Cont.ED NA Eisenhower Health Child Care Center Contribution Capital Improvement Fund 400 Capital Project Funds 4004800 - 4388300 - 1,000,000 - - - - 1,000,000 Cont.ED NA Homebuyer Subsidies - BEGIN Program Housing Mitigation 214 Special Revenue Funds 2144494 - 4390102 159,135 159,135 159,135 159,135 159,135 - 795,675 Cont.ED NA Housing Mitigation Housing Mitigation 214 Special Revenue Funds 2144490 - 4390101 199,200 800,000 250,000 250,000 250,000 - 1,749,200 Cont.ED MFA00026 iHUB Operating Cost Economic Development 425 Capital Project Funds 4254430 - 4395000 - 281,697 193,432 - - - 475,129 Cont.ED MFA00026 iHUB Rent Cost Economic Development 425 Capital Project Funds 4254430 - 4345000 - 220,121 149,653 - - - 369,774 New ED NA McCallum Theater Contribution Capital Improvement Fund 400 Capital Project Funds 4004800 - 4387900 - 300,000 300,000 300,000 300,000 300,000 1,500,000 Cont.ED NA The Living Desert Contribution Capital Improvement Fund 400 Capital Project Funds 4004800 - 4389800 - 250,000 250,000 250,000 250,000 - 1,000,000 Cont.ED NA United Palm Desert Economic Development 425 Capital Project Funds 4254430 - 4393000 137,236 - - - - - 137,236 Cont.ED NA Various Agencies Contributions CDBG 220 Special Revenue Funds 2204800 - 4388000 500,761 546,441 - - - - 1,047,202 Cont.ED NA Various Agencies Contributions CDBG 220 Special Revenue Funds 2204800 - 4309000 35,597 - - - - - 35,597 Cont.DW NA Course & Ground Leases - Principal Only Desert Willow 520 Enterprise Funds 5200000 - 2341001 - 417,008 427,553 144,907 - - 989,468 Cont.DW CEQ00005 DW Clubhouse Various Projects Desert Willow 520 Enterprise Funds 5204195 - 4809200 155,250 159,500 144,678 126,490 112,458 106,863 805,239 Cont.DW CEQ00002 Golf Cart Leases - Principal Only Desert Willow 520 Enterprise Funds 5200000 - 2341001 - 494,483 251,911 - - - 746,394 16,297,234 10,662,172 8,356,267 7,025,715 5,246,593 4,281,863 51,869,844 Other Annual Maintenance & Various Programs Funding 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Special Revenue Funds 12,809,245 5,991,576 4,114,135 4,964,135 3,884,135 3,475,000 Capital Project Funds 874,500 2,301,818 1,433,085 800,000 1,100,000 550,000 Debt Service Funds - - 324,833 - - - Internal Service Funds 1,708,239 1,297,787 1,510,072 840,183 - - Enterprise Funds 905,250 1,070,991 974,142 421,397 262,458 256,863 TOTALS 16,297,234 10,662,172 8,356,267 7,025,715 5,246,593 4,281,863 Other Annual Maintenance & Various Programs (Cont.) 6/13/2025 - 4:48 PM Summary for FY 2025-2026 CIP Projects Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 353 City of Palm Desert Capital Improvement Funds Program FY 2025-2026 Summary 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total Special Revenue Funds 21,176,313 24,626,565 23,214,135 18,684,135 13,784,135 14,125,000 115,610,283 Capital Project Funds 19,771,021 40,115,462 67,956,158 41,074,673 3,574,673 3,024,673 175,516,659 Debt Service Funds - - 324,833 - - - 324,833 Internal Service Funds 1,708,239 1,297,787 1,510,072 840,183 - - 5,356,281 Enterprise Funds 905,250 1,070,991 974,142 421,397 262,458 256,863 3,891,101 TOTALS 43,560,823 67,110,805 93,979,340 61,020,388 17,621,266 17,406,536 300,699,157 Program Type 2024-25 Est. Carryover 2025-26 Year 1 2026-27 Year 2 2027-28 Year 3 2028-29 Year 4 2029-30 Year 5 Total Annual Programs - 2,700,000 2,500,000 2,500,000 2,500,000 2,500,000 12,700,000 Deferred Maint. Catch-Up 6,441,809 6,450,000 4,980,000 3,930,000 3,200,000 3,200,000 28,201,809 1-Time Cont. Program/Project 37,119,014 49,835,641 63,009,340 44,900,388 9,981,266 9,766,536 214,612,184 1-Time New Program/Project - 8,125,164 23,490,000 9,690,000 1,940,000 1,940,000 45,185,164 TOTALS 43,560,823 67,110,805 93,979,340 61,020,388 17,621,266 17,406,536 300,699,157 * Measure G Funds will be transferred to project fund to support project pursuant to Five-Year Plan. NOTE: Appropriations & encumbrances for carryover from Fiscal Year 2024/25 to 2025/26 are estimated. Amounts are subject to change due to projects approved by Council prior to June 30, 2025. Carryover appropriations are amounts which have been appropriated in FY 2024/25 & are not expected to be expended by June 30, 2025. These funds are primarily for capital budgets & specific programs that ov erlap fiscal years. W hen authorized, continuing appropriation amounts are added to the new fiscal year budget amounts in order to track all approved spending. The exact amount of appropriations & encumbrances for carryover will be determined at the end of the fiscal year during the preparation of financial statements. Carryover amounts will include: 1) Purchase Orders & 2) Unencumbered balances as of June 30, 2025 for appropriations approved by the City Council through the last meeting in June, 2025. Summary of Projects, Programs, & Annual Maintenance 6/13/2025 - 4:48 PM Summary for FY 2025-2026 CIP Projects Page 4 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 354 RESOLUTION NO. 2025-051 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE FISCAL YEAR 2025-26 WHEREAS, the voters approved the Gann Spending Limitation Initiative (Proposition 4) on November 6, 1979, adding Article XIII B to the Constitution of the State of California to establish and define annual appropriation limits on state and local government entities; and WHEREAS, Chapter 120-5 of the Revenue and Taxation Code Section 7910 (which incorporates California Senate Bill 1352) provides for the implementation of Article XIII B by defining various terms used in this Article and prescribing procedures to be used in implementing specific provisions of the Article, jurisdiction of its appropriations limit; and WHEREAS, the required calculation to determine the Appropriations Limit for FY 2025-26 (Exhibit A) has been performed by the Finance Department based on available information and is on file with the Finance Department and available for public review; and WHEREAS, Finance staff will recalculate the Appropriations Limit for respective fiscal periods, including FY 2025-26, as soon as information regarding the percentage changes in the local assessment roll due to additional local nonresidential new construction is made available by the Riverside County Assessor’s office. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, that the City of Palm Desert Appropriations Limit is hereby established as $194,068,627 for FY 2025-26. ADOPTED ON JUNE 26, 2025. JAN C. HARNIK MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 355 I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-051 is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on June 26, 2025, by the following vote: AYES: NESTANDE, PRADETTO, QUINTANILLA, TRUBEE, AND HARNIK NOES: NONE ABSENT: NONE ABSTAIN: NONE RECUSED: NONE IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 6/27/2025 356 CITY OF PALM DESERT FISCAL YEAR 2025-2026 APPROPRIATIONS LIMIT CALCULATION Article XIII B of the California Constitution requires adoption of an annual appropriation limit. The original base year limit was adopted in FY 1978-79 and has been adjusted annually for increase by a factor comprised of the percentage change in population combined with either the percentage change in California per capita personal income or the percentage change in local assessment roll due to the addition of local nonresidential new construction. The changes in the local assessment roll due to additional local nonresidential new construction for current and prior periods have not been available from the County Assessor's office. On November 1988, voters approved Proposition R which increased the limit to $25,000,000. It expired in November 1992. The FY 1993-94 limit was calculated with prior years re-calculated to reflect the expiration of the $25,000,000 limit. AMOUNT SOURCE A.2024-25 APPROPRIATION LIMIT 182,253,881 PRIOR YEAR'S CALCULATION B.ADJUSTMENT FACTORS 1.POPULATION % POPULATION % CHANGE 0.0400 STATE DEPT OF FINANCE POPULATION CONVERTED TO RATIO (1.22+100)/100 1.000400 CALCULATED 2.INFLATION % USING % CHANGES IN CALIF PER CAPITA PERSONAL INCOME PER CAPITA % CHANGE 6.44 STATE DEPT OF FINANCE PER CAPITA CONVERTED TO RATIO (3.62+100)/100 1.0644 CALCULATED 3.CALCULATION OF FACTOR FOR FY 25-26 1.0648 B1*B2 C.2025-26 APPROPRIATIONS LIMIT BEFORE ADJUSTMENTS 194,068,627 B3*A D.OTHER ADJUSTMENTS 0 CALCULATED E.2025-2026 APPROPRIATIONS LIMIT 194,068,627 C+D EXHIBIT ADocusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 357 RESOLUTION HA-131 A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY OF PALM DESERT, CALIFORNIA, ADOPTING THE HOUSING AUTHORITY’S FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025, THROUGH JUNE 30, 2026 WHEREAS, the Housing Authority has received and considered the proposed Financial Plan submitted by the Executive Director on June 26, 2025; and WHEREAS, after notice duly given, the Housing Authority held a public hearing on the proposed Financial Plan. NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows SECTION 1. The amounts shown on Exhibit A, "Estimated Revenues", are hereby accepted as the Estimated Revenues for FY 2025-2 6 for each fund and revenue source. SECTION 2. The amounts shown on Exhibit A, "Appropriations", are hereby appropriated to the departments and activities indicated. The City Manager or designee will have the authority to adjust intra- and inter-departmental budgeted line items, as well as inter-fund transfers to facilitate approved projects, provided such adjustments do not exceed the total approved budget, including any additional approved appropriations. If the need arises during the fiscal year, requests for additional appropriations will require approval by the City Council. SECTION 3. The amounts shown on Exhibit A, "Continuing Appropriations, Existing Capital Projects," are hereby accepted as continuing appropriations to FY 2025-26. The amounts included in this exhibit include all unexpended amounts from purchase orders and contracts encumbered by June 30, 2025. ADOPTED ON JUNE 26, 2025. JAN C. HARNIK MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 358 I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution HA-131 is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on June 26, 2025, by the following vote: AYES: NESTANDE, PRADETTO, QUINTANILLA, TRUBEE, AND HARNIK NOES: NONE ABSENT: NONE ABSTAIN: NONE RECUSED: NONE IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 6/27/2025 359 360 RESOLUTION NO. 2025-052 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, RESCINDING AND REPLACING RESOLUTION NO. 2025-006, ADOPTING AUTHORIZED CLASSIFICATIONS, ALLOCATED POSITIONS, SALARY SCHEDULE, AND SALARY RANGES INCLUDED HEREIN AND ATTACHED AS “EXHIBIT A” EFFECTIVE JULY 1, 2025. WHEREAS, the City of Palm Desert identifies employees by classifications and groups for the purpose of salary and benefit administration; and WHEREAS, the City of Palm Desert has met and conferred in good faith with the Palm Desert Employees Organization (PDEO) in accordance with the Meyers-Milias- Brown Act and the City’s Employer-Employee Relations Ordinance; and WHEREAS, the City of Palm Desert has reached an agreement and entered into a memorandum of understanding extension with the employees represented by the PDEO, for the period of July 1, 2025, through June 30, 2026, and Exhibit A is consistent with this agreement; NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows: SECTION 1. Salary schedule, ranges & allocated positions and authorized classifications. The City of Palm Desert’s Personnel System, Section 2.52 of the Palm Desert Municipal Code, prescribes specific terms for appointment and tenure of all City employees. Exhibit A contains the tables of allocated classifications, positions, and salary ranges authorized effective July 1, 2025. The City Manager is hereby authorized to modify the Allocated Classifications, Positions and Salary Schedule during the FY 2025-26 for modifications the City Manager determines are reasonably necessary or appropriate for business necessity including, without limitation, the implementation of title and responsibility changes, any minimum wage laws, use of over-hires for training, limited term student internships and modification of vacant positions in so far as such modifications do not exceed the adopted 2025-26 Financial Plan. Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 361 Title Exempt Group Executive Contract At Will Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 362 SECTION 2. Personnel groups/designations. The City assigns classifications to designated groups for the purposes of defining exempt status, benefits allocation and purchasing authority. These classifications (listed in the table below) are categorized as follows: Group X: Executive Contract Positions: The classifications designated as Group X, Executive Contract, have the highest level of executive responsibility and authority; these positions are governed by individual employment agreements. Group A: Directors and Department Heads The classifications designated as Group A have a higher level of responsibility and authority and they are exempt from overtime provisions as defined by the Fair Labor Standards Act and set forth in the Personnel Rules and Regulations, Section 2.52.305. They may be At Will and governed by employment agreements. Among other things, these positions require spending numerous extra hours at meetings, conferences, and work. Group B: Mid-Management/Professional The positions classifications as Group B are managerial, supervisorial, or professional in nature and they are exempt from overtime provisions as defined by the Fair Labor Standards Act and set forth in the Personnel Rules and Regulations, Section 2.52.305. Among other things, these positions require spending occasional extra hours at meetings, conferences, and work. Purchasing Authority Groups The City Manager, pursuant to PDMC Chapter 3.30.020 (C) and 3.30.030 (A) may set purchasing limits and thresholds. These limits may be set by this resolution, an administrative purchasing policy established by the City Manager, or an annual memorandum from the City Manager to the Finance Director. ADOPTED ON JUNE 26, 2025. JAN C. HARNIK MAYOR ATTEST: ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 363 I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-052 is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on June 26, 2025, by the following vote: AYES: NESTANDE, PRADETTO, QUINTANILLA, TRUBEE, AND HARNIK NOES: NONE ABSENT: NONE ABSTAIN: NONE RECUSED: NONE IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________. ANTHONY J. MEJIA CITY CLERK Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 6/27/2025 364 FY 2025-26 Allocated Positions Exhibit A Classification Allocated Positions Salary Grade Exempt Status Notes: City Manager 1 CM Exempt X Assistant City Manager 1 73 Exempt X Management Analyst I/II 1 40/42 Exempt B Management Aide I/II 1 34/36 Non-Exempt Executive Assistant 1 36 Non-Exempt C (confidential) 1104130 5 Human Resources Director of Human Resources 1 64 Exempt X Human Resources Specialist 1 36 Non-Exempt Human Resources Analyst I/II 2 40/42 Exempt C (confidential) 1104154 4 City Clerk 1 66 Exempt X Assistant City Clerk 1 46 Exempt B Senior Administrative Assistant 1 34 Non-Exempt Receptionist 1 20 Non-Exempt Records Coordinator 1 38 Non-Exempt Senior Deputy Clerk 3 38 Non-Exempt 1104111 8 Total City Manager 17 Library Services Director of Library Services 1 68 Exempt X Assistant Director of Library Services 1 56 Exempt B Library Manager 2 50 Exempt B Librarian I/II 4 40/42 Exempt B Library Assistant (PT)11 20 Non-Exempt 2524662 19 Total Library Services 19 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 365 FY 2025-26 Allocated Positions Exhibit A Classification Allocated Positions Salary Grade Exempt Status Notes: Director of Finance/City Treasurer 1 71 Exempt X Deputy Director of Finance 2 63 Exempt B Accounting Supervisor 1 46 Exempt B Finance Supervisor 1 46 Exempt B Senior Management Analyst 2 45 Exempt B Management Analyst I/II 2 40/42 Exempt B Accountant 3 43 Non-Exempt Senior Administrative Assistant 2 34 Non-Exempt Payroll Coordinator 1 38 Non-Exempt Accounting Technician I/II 2 28/32 Non-Exempt 1104150 17 Housing Manager 1 51 Exempt B Senior Management Analyst 1 45 Exempt B 8704195 2 Information Technology Information Systems Manager 1 62 Exempt B Cyber Security Officer 1 50 Exempt B Management Aide I/II 1 34/36 Non-Exempt Senior Information Systems Administrator 1 48 Non-Exempt Senior GIS Admin 1 47 Non-Exempt Senior Biz Systems Enterprise 1 46 Non-Exempt Biz Systems Enterprise 1 42 Non-Exempt 1104190 7 Total Finance 26 Director, Econ Development 1 70 Exempt A Deputy Director, Econ Development 1 63 Exempt B Community Relations Supervisor 1 46 Exempt B Management Analyst I/II 2 40/42 Exempt B Administrative Assistant I/II - Econ. Dvlpt.1 28/32 Non-Exempt 4430 6 Special Programs Special Events Coordinator 1 42 Exempt B Management Analyst I/II- Environmental 1 40/42 Exempt B Management Analyst I/II - Art 1 40/42 Exempt B Administrative Assistant I/II - Special Programs 1 28/32 Non-Exempt 4430 4 Public Affairs Public Affairs Manager 1 56 Exempt B Communications and Marketing Coordinator 1 42 Exempt B Management Aide I/II 1 34/36 Non-Exempt Visitor Services Specialist 1 28 Non-Exempt Visitor Services Assistant (PT)2 20 Non-Exempt 4417 6 Total Economic Development 16 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 366 FY 2025-26 Allocated Positions Exhibit A Classification Allocated Positions Salary Grade Exempt Status Notes: Director of Development Services 1 70 Exempt X Dep Dir of Development Services 1 63 Exempt B Executive Assistant 1 36 Non-Exempt Principal Planner 1 53 Exempt B Senior Planner 1 46 Exempt B Associate Planner I/II 2 42/44 Non-Exempt B Assistant Planner 1 36 Non-Exempt B Planning Technician 1 34 Non-Exempt GIS Analyst 1 42 Non-Exempt Development Services Coordinator 1 42 Non-Exempt Management Analyst I/II 1 40/42 Exempt B 4470 12 Engineering Services Associate Engineer 1 48 Exempt B 1104423 1 Building & Safety Chief Building Official 1 62 Exempt B Assistant Building Official 1 51 Exempt B Senior Building Inspector 1 42 Non-Exempt Building Inspector II 3 38 Non-Exempt Adminstrative Assistant I/II 1 28/32 Non-Exempt 4420 7 Code Compliance Code Compliance & Support Services Manager 1 51 Exempt B Code Compliance Officer I/II 6 30/34 Non-Exempt Homeless and Support Services Manager 1 48 Exempt B Administrative Assistant I/II 1 28/32 Non-Exempt 4422 9 Palm Desert Permit Center Management Analyst I/II 1 40/42 Exempt B Senior Permit Technician 1 35 Non-Exempt Management Aide I/II 1 34/36 Non-Exempt Permit Technician I/II 3 28/32 Non-Exempt Office Assistant II 1 20/24 Non-Exempt 4421 7 Total Development Services 36 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 367 FY 2025-26 Allocated Positions Exhibit A Classification Allocated Positions Salary Grade Exempt Status Notes: Capital Projects Administration Director of Capital Projects 1 70 Exempt X Capital Projects Manager 1 53 Exempt B Senior Project Manager 2 50 Exempt B Project Manager 2 48 Exempt B Senior Public Works Inspector 1 40 Non-Exempt Public Works Inspector I/II 2 34/37 Non-Exempt Total Capital Projects 9 Public Works Director of Public Works 1 70 Exempt X Deputy Director of Public Works 1 63 Exempt B Business Operations Manager 1 50 Exempt B Senior Management Analyst 1 45 Exempt B Senior Project Manager 1 50 Exempt B Management Analyst I/II 2 40/42 Exempt B Senior Administrative Assistant 2 34 Non-Exempt Administrative Assistant I/II 1 28/32 Non-Exempt 4300 10 Community Services Community Services Mger 1 51 Exempt B Public Works Superintendent 1 48 Exempt B Management Analyst I/II 1 40/42 Exempt B Landscape Inspector I/II 3 34/36 Non-Exempt 4614 6 Facilities Management Project Manager 1 48 Exempt B Senior Facilities Specialist 1 38 Non-Exempt Facilities Specialist 1 36 Non-Exempt 4340 3 Public Works Superintendent 1 48 Exempt B Streets Maintenance Supervisor 1 46 Exempt B Office Assistant I/II 1 20/24 Non-Exempt Senior Maintenance Worker 1 40 Non-Exempt Maintenance Worker III 4 36 Non-Exempt Maintenance Worker I/II 8 28/32 Non-Exempt 4310 16 Traffic Signal Maintenance Project Manager 1 48 Exempt B Senior Traffic Signal Specialist 1 45 Non-Exempt Traffic Signal Technician I/II 3 34/38 Non-Exempt 4250 5 Total Public Works 40 TOTAL ALLOCATED POSITIONS 163 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 368 FY 2025-26 Exhibit A City of Palm Desert Salary Schedule Grade/Step Table 10 Annual 40,310 42,328 44,450 46,675 49,026 51,480 53,269 55,328 Monthly 3,359 3,527 3,704 3,890 4,086 4,290 4,439 4,611 Hourly 19.38 20.35 21.37 22.44 23.57 24.75 25.61 26.60 11 Annual 41,350 43,410 45,573 47,840 50,253 52,770 54,558 56,722 Monthly 3,446 3,618 3,798 3,987 4,188 4,398 4,547 4,727 Hourly 19.88 20.87 21.91 23.00 24.16 25.37 26.23 27.27 12 Annual 42,349 44,470 46,696 49,046 51,542 54,080 55,952 58,136 Monthly 3,529 3,706 3,891 4,087 4,295 4,507 4,663 4,845 Hourly 20.36 21.38 22.45 23.58 24.78 26.00 26.90 27.95 13 Annual 43,430 45,594 47,861 50,274 52,790 55,411 57,366 59,613 Monthly 3,619 3,800 3,988 4,190 4,399 4,618 4,781 4,968 Hourly 20.88 21.92 23.01 24.17 25.38 26.64 27.58 28.66 14 Annual 44,491 46,717 49,067 51,563 54,142 56,826 58,781 61,110 Monthly 3,708 3,893 4,089 4,297 4,512 4,736 4,898 5,093 Hourly 21.39 22.46 23.59 24.79 26.03 27.32 28.26 29.38 15 Annual 45,614 47,882 50,294 52,832 55,453 58,261 60,278 62,629 Monthly 3,801 3,990 4,191 4,403 4,621 4,855 5,023 5,219 Hourly 21.93 23.02 24.18 25.40 26.66 28.01 28.98 30.11 16 Annual 46,738 49,088 51,584 54,163 56,867 59,696 61,755 64,168 Monthly 3,895 4,091 4,299 4,514 4,739 4,975 5,146 5,347 Hourly 22.47 23.60 24.80 26.04 27.34 28.70 29.69 30.85 17 Annual 47,902 50,336 52,853 55,515 58,282 61,214 63,336 65,811 Monthly 3,992 4,195 4,404 4,626 4,857 5,101 5,278 5,484 Hourly 23.03 24.20 25.41 26.69 28.02 29.43 30.45 31.64 18 Annual 49,150 51,626 54,184 56,888 59,717 62,691 64,896 67,413 Monthly 4,096 4,302 4,515 4,741 4,976 5,224 5,408 5,618 Hourly 23.63 24.82 26.05 27.35 28.71 30.14 31.20 32.41 19 Annual 50,378 52,874 55,557 58,302 61,235 64,272 66,560 69,139 Monthly 4,198 4,406 4,630 4,859 5,103 5,356 5,547 5,762 Hourly 24.22 25.42 26.71 28.03 29.44 30.90 32.00 33.24 20 Annual 51,646 54,205 56,930 59,758 62,733 65,894 68,162 70,845 Monthly 4,304 4,517 4,744 4,980 5,228 5,491 5,680 5,904 Hourly 24.83 26.06 27.37 28.73 30.16 31.68 32.77 34.06 21 Annual 52,915 55,578 58,344 61,277 64,293 67,538 69,909 72,634 Monthly 4,410 4,632 4,862 5,106 5,358 5,628 5,826 6,053 Hourly 25.44 26.72 28.05 29.46 30.91 32.47 33.61 34.92 22 Annual 54,246 56,950 59,779 62,795 65,915 69,243 71,594 74,443 Monthly 4,521 4,746 4,982 5,233 5,493 5,770 5,966 6,204 Hourly 26.08 27.38 28.74 30.19 31.69 33.29 34.42 35.79 23 Annual 55,598 58,365 61,318 64,355 67,558 70,928 73,424 76,315 Monthly 4,633 4,864 5,110 5,363 5,630 5,911 6,119 6,360 Hourly 26.73 28.06 29.48 30.94 32.48 34.10 35.30 36.69 24 Annual 56,971 59,821 62,816 65,957 69,264 72,738 75,275 78,208 Monthly 4,748 4,985 5,235 5,496 5,772 6,062 6,273 6,517 Hourly 27.39 28.76 30.20 31.71 33.30 34.97 36.19 37.60 25 Annual 58,406 61,339 64,418 67,621 70,990 74,547 77,126 80,163 Monthly 4,867 5,112 5,368 5,635 5,916 6,212 6,427 6,680 Hourly 28.08 29.49 30.97 32.51 34.13 35.84 37.08 38.54 26 Annual 59,842 62,858 65,998 69,306 72,779 76,398 79,102 82,181 Monthly 4,987 5,238 5,500 5,776 6,065 6,367 6,592 6,848 Hourly 28.77 30.22 31.73 33.32 34.99 36.73 38.03 39.51 27 Annual 61,360 64,459 67,642 71,032 74,589 78,333 81,037 84,219 Monthly 5,113 5,372 5,637 5,919 6,216 6,528 6,753 7,018 Hourly 29.50 30.99 32.52 34.15 35.86 37.66 38.96 40.49 28 Annual 62,899 66,040 69,347 72,800 76,419 80,246 83,096 86,341 Monthly 5,242 5,503 5,779 6,067 6,368 6,687 6,925 7,195 Hourly 30.24 31.75 33.34 35.00 36.74 38.58 39.95 41.51 29 Annual 64,501 67,683 71,094 74,651 78,395 82,285 85,134 88,483 Monthly 5,375 5,640 5,925 6,221 6,533 6,857 7,095 7,374 Hourly 31.01 32.54 34.18 35.89 37.69 39.56 40.93 42.54 30 Annual 66,082 69,368 72,842 76,482 80,309 84,323 87,277 90,688 Monthly 5,507 5,781 6,070 6,374 6,692 7,027 7,273 7,557 6/16/2025 Page 1 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 369 FY 2025-26 Exhibit A City of Palm Desert Salary Schedule Grade/Step Table 31 Annual 67,746 71,115 74,672 78,437 82,326 86,445 89,482 92,955 Monthly 5,646 5,926 6,223 6,536 6,861 7,204 7,457 7,746 Hourly 32.57 34.19 35.90 37.71 39.58 41.56 43.02 44.69 32 Annual 69,410 72,883 76,523 80,330 84,386 88,587 91,686 95,285 Monthly 5,784 6,074 6,377 6,694 7,032 7,382 7,641 7,940 Hourly 33.37 35.04 36.79 38.62 40.57 42.59 44.08 45.81 33 Annual 71,198 74,714 78,478 82,368 86,486 90,813 94,016 97,656 Monthly 5,933 6,226 6,540 6,864 7,207 7,568 7,835 8,138 Hourly 34.23 35.92 37.73 39.60 41.58 43.66 45.20 46.95 34 Annual 72,946 76,586 80,413 84,427 88,670 93,080 96,366 100,090 Monthly 6,079 6,382 6,701 7,036 7,389 7,757 8,031 8,341 Hourly 35.07 36.82 38.66 40.59 42.63 44.75 46.33 48.12 35 Annual 74,755 78,499 82,410 86,528 90,896 95,410 98,758 102,627 Monthly 6,230 6,542 6,868 7,211 7,575 7,951 8,230 8,552 Hourly 35.94 37.74 39.62 41.60 43.70 45.87 47.48 49.34 36 Annual 76,648 80,434 84,469 88,712 93,101 97,822 101,254 105,186 Monthly 6,387 6,703 7,039 7,393 7,758 8,152 8,438 8,766 Hourly 36.85 38.67 40.61 42.65 44.76 47.03 48.68 50.57 37 Annual 78,541 82,451 86,570 90,938 95,472 100,256 103,750 107,806 Monthly 6,545 6,871 7,214 7,578 7,956 8,355 8,646 8,984 Hourly 37.76 39.64 41.62 43.72 45.90 48.20 49.88 51.83 38 Annual 80,496 84,531 88,754 93,184 97,864 102,773 106,350 110,510 Monthly 6,708 7,044 7,396 7,765 8,155 8,564 8,863 9,209 Hourly 38.70 40.64 42.67 44.80 47.05 49.41 51.13 53.13 39 Annual 82,514 86,611 90,979 95,534 100,298 105,310 109,034 113,256 Monthly 6,876 7,218 7,582 7,961 8,358 8,776 9,086 9,438 Hourly 39.67 41.64 43.74 45.93 48.22 50.63 52.42 54.45 40 Annual 84,573 88,795 93,288 97,947 102,814 107,952 111,717 116,106 Monthly 7,048 7,400 7,774 8,162 8,568 8,996 9,310 9,676 Hourly 40.66 42.69 44.85 47.09 49.43 51.90 53.71 55.82 41 Annual 86,674 91,021 95,576 100,360 105,394 110,677 114,504 118,997 Monthly 7,223 7,585 7,965 8,363 8,783 9,223 9,542 9,916 Hourly 41.67 43.76 45.95 48.25 50.67 53.21 55.05 57.21 42 Annual 88,878 93,330 97,989 102,856 107,994 113,422 117,374 121,971 Monthly 7,407 7,778 8,166 8,571 9,000 9,452 9,781 10,164 Hourly 42.73 44.87 47.11 49.45 51.92 54.53 56.43 58.64 43 Annual 91,083 95,659 100,464 105,456 110,718 116,293 120,349 125,029 Monthly 7,590 7,972 8,372 8,788 9,227 9,691 10,029 10,419 Hourly 43.79 45.99 48.30 50.70 53.23 55.91 57.86 60.11 44 Annual 93,392 98,030 102,918 108,098 113,485 119,163 123,323 128,128 Monthly 7,783 8,169 8,577 9,008 9,457 9,930 10,277 10,677 Hourly 44.90 47.13 49.48 51.97 54.56 57.29 59.29 61.60 45 Annual 95,722 100,506 105,498 110,802 116,355 122,138 126,422 131,352 Monthly 7,977 8,376 8,792 9,234 9,696 10,178 10,535 10,946 Hourly 46.02 48.32 50.72 53.27 55.94 58.72 60.78 63.15 46 Annual 98,093 102,960 108,160 113,547 119,226 125,195 129,563 134,638 Monthly 8,174 8,580 9,013 9,462 9,936 10,433 10,797 11,220 Hourly 47.16 49.50 52.00 54.59 57.32 60.19 62.29 64.73 47 Annual 100,568 105,560 110,843 116,418 122,221 128,357 132,808 138,008 Monthly 8,381 8,797 9,237 9,702 10,185 10,696 11,067 11,501 Hourly 48.35 50.75 53.29 55.97 58.76 61.71 63.85 66.35 48 Annual 103,022 108,222 113,630 119,267 125,278 131,518 136,136 141,461 Monthly 8,585 9,019 9,469 9,939 10,440 10,960 11,345 11,788 Hourly 49.53 52.03 54.63 57.34 60.23 63.23 65.45 68.01 49 Annual 105,622 110,926 116,459 122,304 128,419 134,846 139,526 144,976 Monthly 8,802 9,244 9,705 10,192 10,702 11,237 11,627 12,081 Hourly 50.78 53.33 55.99 58.80 61.74 64.83 67.08 69.70 50 Annual 108,306 113,693 119,350 125,362 131,581 138,195 143,042 148,595 Monthly 9,026 9,474 9,946 10,447 10,965 11,516 11,920 12,383 Hourly 52.07 54.66 57.38 60.27 63.26 66.44 68.77 71.44 51 Annual 110,989 116,522 122,366 128,482 134,909 141,648 146,598 152,339 Monthly 9,249 9,710 10,197 10,707 11,242 11,804 12,217 12,695 6/16/2025 Page 2 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 370 FY 2025-26 Exhibit A City of Palm Desert Salary Schedule Grade/Step Table 52 Annual 113,776 119,475 125,445 131,706 138,278 145,184 150,280 156,166 Monthly 9,481 9,956 10,454 10,976 11,523 12,099 12,523 13,014 Hourly 54.70 57.44 60.31 63.32 66.48 69.80 72.25 75.08 53 Annual 116,584 122,429 128,586 134,992 141,710 148,824 154,024 160,056 Monthly 9,715 10,202 10,716 11,249 11,809 12,402 12,835 13,338 Hourly 56.05 58.86 61.82 64.90 68.13 71.55 74.05 76.95 54 Annual 119,538 125,507 131,789 138,362 145,246 152,526 157,872 164,070 Monthly 9,962 10,459 10,982 11,530 12,104 12,711 13,156 13,673 Hourly 57.47 60.34 63.36 66.52 69.83 73.33 75.90 78.88 55 Annual 122,491 128,648 135,054 141,814 148,928 156,374 161,845 168,147 Monthly 10,208 10,721 11,255 11,818 12,411 13,031 13,487 14,012 Hourly 58.89 61.85 64.93 68.18 71.60 75.18 77.81 80.84 56 Annual 125,590 131,872 138,445 145,392 152,630 160,243 165,901 172,328 Monthly 10,466 10,989 11,537 12,116 12,719 13,354 13,825 14,361 Hourly 60.38 63.40 66.56 69.90 73.38 77.04 79.76 82.85 57 Annual 128,710 135,158 141,898 149,032 156,437 164,258 170,019 176,675 Monthly 10,726 11,263 11,825 12,419 13,036 13,688 14,168 14,723 Hourly 61.88 64.98 68.22 71.65 75.21 78.97 81.74 84.94 58 Annual 131,955 138,528 145,475 152,714 160,368 168,376 174,262 181,085 Monthly 10,996 11,544 12,123 12,726 13,364 14,031 14,522 15,090 Hourly 63.44 66.60 69.94 73.42 77.10 80.95 83.78 87.06 59 Annual 135,242 141,981 149,094 156,541 164,341 172,619 178,610 185,598 Monthly 11,270 11,832 12,425 13,045 13,695 14,385 14,884 15,467 Hourly 65.02 68.26 71.68 75.26 79.01 82.99 85.87 89.23 60 Annual 138,590 145,538 152,818 160,472 168,501 176,925 183,082 190,237 Monthly 11,549 12,128 12,735 13,373 14,042 14,744 15,257 15,853 Hourly 66.63 69.97 73.47 77.15 81.01 85.06 88.02 91.46 61 Annual 142,106 149,178 156,603 164,445 172,702 181,334 187,699 195,021 Monthly 11,842 12,432 13,050 13,704 14,392 15,111 15,642 16,252 Hourly 68.32 71.72 75.29 79.06 83.03 87.18 90.24 93.76 62 Annual 145,621 152,922 160,534 168,584 177,008 185,848 192,379 199,888 Monthly 12,135 12,744 13,378 14,049 14,751 15,487 16,032 16,657 Hourly 70.01 73.52 77.18 81.05 85.10 89.35 92.49 96.10 63 Annual 149,240 156,728 164,549 172,786 181,438 190,486 197,184 204,880 Monthly 12,437 13,061 13,712 14,399 15,120 15,874 16,432 17,073 Hourly 71.75 75.35 79.11 83.07 87.23 91.58 94.80 98.50 64 Annual 153,005 160,659 168,688 177,112 185,952 195,270 202,093 209,997 Monthly 12,750 13,388 14,057 14,759 15,496 16,273 16,841 17,500 Hourly 73.56 77.24 81.10 85.15 89.40 93.88 97.16 100.96 65 Annual 156,832 164,653 172,890 181,542 190,590 200,138 207,168 215,218 Monthly 13,069 13,721 14,408 15,129 15,883 16,678 17,264 17,935 Hourly 75.40 79.16 83.12 87.28 91.63 96.22 99.60 103.47 66 Annual 160,763 168,771 177,195 186,077 195,395 205,150 212,347 220,605 Monthly 13,397 14,064 14,766 15,506 16,283 17,096 17,696 18,384 Hourly 77.29 81.14 85.19 89.46 93.94 98.63 102.09 106.06 67 Annual 164,798 172,994 181,646 190,757 200,242 210,330 217,651 226,138 Monthly 13,733 14,416 15,137 15,896 16,687 17,528 18,138 18,845 Hourly 79.23 83.17 87.33 91.71 96.27 101.12 104.64 108.72 68 Annual 168,875 177,341 186,202 195,499 205,275 215,571 223,080 231,795 Monthly 14,073 14,778 15,517 16,292 17,106 17,964 18,590 19,316 Hourly 81.19 85.26 89.52 93.99 98.69 103.64 107.25 111.44 69 Annual 173,098 181,709 190,861 200,387 210,434 220,917 228,654 237,557 Monthly 14,425 15,142 15,905 16,699 17,536 18,410 19,055 19,796 Hourly 83.22 87.36 91.76 96.34 101.17 106.21 109.93 114.21 70 Annual 177,424 186,306 195,624 205,400 215,675 226,470 234,374 243,526 Monthly 14,785 15,526 16,302 17,117 17,973 18,873 19,531 20,294 Hourly 85.30 89.57 94.05 98.75 103.69 108.88 112.68 117.08 71 Annual 181,854 190,965 200,554 210,538 221,083 232,128 240,219 249,642 Monthly 15,155 15,914 16,713 17,545 18,424 19,344 20,018 20,804 Hourly 87.43 91.81 96.42 101.22 106.29 111.60 115.49 120.02 72 Annual 186,410 195,728 205,504 215,800 226,574 237,931 246,230 255,861 Monthly 15,534 16,311 17,125 17,983 18,881 19,828 20,519 21,322 6/16/2025 Page 3 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 371 FY 2025-26 Exhibit A City of Palm Desert Salary Schedule Grade/Step Table 73 Annual 191,090 200,637 210,642 221,187 232,232 243,838 252,408 262,246 Monthly 15,924 16,720 17,554 18,432 19,353 20,320 21,034 21,854 Hourly 91.87 96.46 101.27 106.34 111.65 117.23 121.35 126.08 74 Annual 195,832 205,629 215,925 226,720 238,056 249,954 258,710 268,798 Monthly 16,319 17,136 17,994 18,893 19,838 20,830 21,559 22,400 Hourly 94.15 98.86 103.81 109.00 114.45 120.17 124.38 129.23 75 Annual 200,741 210,766 221,312 232,378 243,984 256,194 265,158 275,496 Monthly 16,728 17,564 18,443 19,365 20,332 21,350 22,097 22,958 Hourly 96.51 101.33 106.40 111.72 117.30 123.17 127.48 132.45 Y-Rate 118 - 32 Annual 107,578 Monthly 8,965 Hourly 51.72 CM Annual 278,096 City Manager - per contract dated 03-24-2025 Hourly 133.70 CC Annual 36,116 City Council 6/16/2025 Page 4 of 4 Docusign Envelope ID: 030C2353-7D68-4ACA-969E-650E1C6B6400 372 2025/2026 FINANCIAL PLAN MEMORANDUM TO: Chris Escobedo, City Manager FROM: Veronica Chavez, Director of Finance DATE: June 26, 2025 SUBJECT: 2025/26 OUT OF STATE TRAVEL REQUESTS & BUDGET ESTIMATES Department Organization Destination Attendee Price 773373 Collaboration of Design and Art CODA) Summit or Americans for the Arts (AFTACON) Washington DC or TBD Management Analyst or Deputy Director of Economic Development 2,500 ESTO (Educational Seminar for Tourism Organizations) Phoenix, AZ Public Affairs Manager $2,500 James Beard Dinner – Palm Desert Food & Wine New York, NY Public Affairs Manager $2,000 Palm Desert Marketing Workshop with Creative Agency Austin, TX Public Affairs Manager $0 Finance Government Finance Officers Association Chicago, IL Director of Finance or Deputy Director 5,000 International City Managers Association Tampa, FL Director of Finance or Deputy Director $2,500 Laserfiche National Conference Las Vegas, NV Cyber Security Officer IT System Administrators (2) $ 3,600 Informa – Black Hat USA Cyber Security Conference Las Vegas, NV Cyber Security Officer $5,000 Capital Projects American Public Works Assoc. - PWX Conference Chicago, IL Project Managers (2) $8,000 Public Works American Public Works Assoc. - PWX Conference Chicago, IL Director of PW, Sr. PM, Project Manager, Landscape Inspector $16,000 OpenGov Transform Conference Rosemont, IL Management Analyst $3,500 Concrete World Las Vegas, CA (3) Maintenance Worker I/II/III $10,000 International City Managers Association (ICMA) Tampa, FL Director of Public Works $3,500 Certified Playground Safety Inspector (CPSI) Schertz, TX Landscape Inspector $4,000 774374 THIS PAGE INTENTIONALLY LEFT BLANK 375 SECTION 12: APPENDIX 376 GLOSSARY ACCRUAL ACCOUNTING – A basis of accounting in which revenues are recognized in the accounting period in which they are earned, and expenses are recognized in the period in which they are incurred. ACFR (ANNUAL COMPREHENSIVE FINANCIAL REPORT) – An ACFR is a set of financial statements for a state, municipality or other governmental entity that comply with the accounting requirements established by the Governmental Accounting Standards Board (GASB). ACTIVITY – A specified, and distinguishable line of work performed by a division. ACTION (also Strategic Action) - A specified step through which a department will attain its goals AD VALOREM TAX – A tax computed from the assessed valuation against real (land and buildings) and personal (equipment and furniture) property. APPROPRIATION – A request for budget from new revenue, grants, and/or “Unobligated General Fund Reserves”. In more technical terms, it is legal authorization granted by City Council/Legislative Body to spend public funds for a specific purpose. ASSESSED VALUATION – The valuation set upon real estate and certain personal property by the Assessor as a basis for levying property taxes. ASSETS – Resources owned or held by the City which have monetary value. AUDIT – An examination of an organization’s financial statements and the utilization of resources. AUTHORIZED POSITIONS – Employee positions, which are authorized in the adopted budget, to be filled during the year. AUTOMATED CLEARING HOUSE (ACH) - A method of electronic funds transfer. BASE BUDGET – Cost of continuing the existing levels of service in the current budget year. BALANCE SHEET - A statement that discloses the assets, liabilities, reserves and equities of a fund or government unit at a specified date. BALANCED BUDGET – A budget adopted by the legislative body and authorized by ordinance where proposed expenditures are equal to or less than proposed revenues. BOND – A written promise to pay a sum of money on a specific date(s) at a specific interest rate. The interest payments and the repayment of the principal are detailed in a bond ordinance. BOND ISSUE - Generally, the sale of a certain number of bonds at one time by a governmental unit. 377 GLOSSARY BOND RATING (MUNICIPAL) - A credit rating assigned to a municipality to help investors assess the future ability, legal obligation, and willingness of the municipality (bond issuer) to make timely debt service payments. Stated otherwise, a rating helps prospective investors determine the level of risk associated with a given fixed-income investment. Rating agencies, such as Moody's and Standard and Poors, use rating systems, which designate a letter or a combination of letters and numerals where AAA is the highest rating and C1 is a very low rating. BONDED DEBT – That portion of indebtedness represented by outstanding bonds. BUDGET – A plan of financial operation embodying an estimate of proposed means of financing it. The “operating budget” is the financial plan adopted for a single fiscal year. The “proposed budget” designates the financial plan initially developed by departments and presented by the City Manager to the Council for approval. The “adopted budget” is the plan as modified and finally approved by that body. The approved budget is authorized by ordinance and thus specifies the legal spending limits for the fiscal year. BUDGET CALENDAR – The schedule of key dates which the City follows in the preparation and adoption of the budget. BUDGET DOCUMENT – The compilation of the spending plans for the various funds, along with supporting schedules, tables and charts which, in total, comprises the annual revenue and expenditure plan. BUDGET MESSAGE - The opening section of the budget from the City Manager, which provides the City Council and the public with a general summary of the most important aspects of the budget. BUDGETARY CONTROL – The control or management of the organization in accordance with an approved budget for the purpose of keeping expenditures within the limitations of available appropriations and revenues. CAPITAL PROJECT FUND – A fund created to account for financial resources to be used for the acquisition or the construction of major capital facilities or equipment. CAPITAL OUTLAY – An expenditure which results in the acquisition of or addition to fixed assets, and meets these criteria: has an anticipated useful life of more than one year; costs more than $5,000, can be permanently identified as an individual unit of property; belongs to one of the following categories: land, buildings, structures and improvements, equipment; constitutes a tangible, permanent addition to the value of City assets; does not constitute repair or maintenance; and, is not readily susceptible to loss. CASH BASIS ACCOUNTING - A basis of accounting in which only the cash received and disbursed is taken into consideration. This basis is not concerned with when revenues are earned or when expenses have been incurred. 378 GLOSSARY CLOSING THE BOOKS – Accounting procedures performed at the end of an accounting period to report the financial position of an entity at a specific point-in-time. Some entities close their books monthly, while virtually all entities close the books at the end of their fiscal year. COMMERCIAL PAPER – an unsecured short-term promissory note with maturities ranging from 2 to 270 days. Commercial Paper is an authorized investment of the city. COMMUNITY DEVELOPMENT BLOCK GRANT (CDBG) - a type of federal grant to improve the infrastructure in low to middle income areas of the community. This includes loans to low to middle income families for housing rehabilitation. CONSUMER PRICE INDEX (CPI) – A statistical description of price levels provided by the U.S. Department of Labor. The index is used as a measure of the increase in the cost of living (i.e. economic inflation). CONTINGENCY FUND – A budgetary reserve set aside for emergencies or unforeseen expenditures not otherwise budgeted. DEBT SERVICE - The repayment cost, usually stated in annual terms and based on an amortization schedule, of the principal and interest on any particular bond issue. DEBT SERVICE FUND – A fund used to account for the monies set aside for the payment of interest and principal to holders of the City’s General Obligation and Revenue bonds, the sale of which finances long-term capital improvements, such as facilities, streets and drainage, parks and water/wastewater systems. DEFERRED REVENUE – Revenue received before it is earned. An example is a prepaid, refundable facility fee. The fee is not “earned” until the event takes place. Deferred revenues are classified as a liability because the money may have to be returned prior to actually earning it. DEFICIT – Refers to a situation where expenses exceed revenues, or liabilities exceed assets. DEPARTMENT – A section of the total organization having a specialized function or activity and segregated cost data. DEPRECIATION – (1) Reduction in the service life of capital assets attributable to wear and tear, deterioration, action of the physical elements, inadequacy, or obsolescence. (2) That portion of the cost of a capital asset that is charged as an expense during a particular period. EFFECTIVE TAX RATE – the tax rate calculated using current year property values produces the same amount of income for the taxing entity as was received in the prior year. This rate calculation excludes new construction or newly annexed property added to the tax roll for the current year. 379 GLOSSARY ENCUMBRANCES – Obligations in the form of purchase orders and contracts that are chargeable to an appropriation and for which a part of the appropriation is reserved because the goods or services have not been received. When paid, the encumbrance is liquidated. EMERGENCY MEDICAL SERVICES (EMS)- is a service providing out-of-hospital acute care and transport to definitive care, to patients with illnesses and injuries which the patient believes constitute a medical emergency. ENTERPRISE FUND – A fund established to account for operations that are financed and operated in a manner similar to private business enterprises, where the intent of the governing body is that the costs of providing goods or services to the general public on a continuing basis be financed or recovered primarily through user charges. ESTIMATED REVENUE – The amount of projected revenues to be collected during the fiscal year. EXPENDITURES – Decreases in net financial resources that include current operating expenses, which require the current or future use of net current assets, debt services, and capital outlays. FISCAL POLICY – A government’s policies with respect to revenues, spending, and debt management as these relate to government services, programs, and capital investment. Fiscal policy provides an agreed-upon set of principles for the planning and programming of government budgets and their funding. FISCAL YEAR – A 12-month period to which the annual budget applies. The City of Palm Desert has specified July 1 to June 30 as its fiscal year. FIXED ASSETS – Assets of long-term character that are intended to continue to be held or used, such as land, buildings, machinery, furniture, and other equipment. FUND – An accounting device established to control the receipt and disbursement of income from sources set aside to support specific activities or attain certain objectives. Each fund is treated as a distinct fiscal entity with a self-balancing set of accounts. FUND BALANCE – Within a specific fund, the funds remaining when all current and prior year liabilities (expenditures) are subtracted from current and prior year assets (revenues). FUND TYPE – In governmental accounting, all funds are classified into eight fund types: General, Special Revenue, Debt Service, Capital Projects, Special Assessment, Enterprise, Service and Trust, and Agency. FUNDING – Provides budgetary resources to cover the total cost of a program or project at the time it is undertaken. GAAP – “Generally Accepted Accounting Principles” refer to a collection of commonly- followed accounting rules and standards for financial reporting. 380 GLOSSARY GANN LIMIT - The Gann limit, was approved by voters with the goal of keeping state and local government spending, capped at 1978–79 levels, adjusted for changes in population and inflation. The City’s Gann Limit in the 2022/23 fiscal year is GASB – An acronym for the Governmental Accounting Standards Board. This board sets accounting policies and practices for all governmental entities. GENERAL FUND – The main operating fund of the City. This fund used to account for all financial resources except those required by policy, law, or regulation to be accounted for in another fund. GENERAL OBLIGATION DEBT – Monies owed on interest and principal to holders of the City’s General Obligation Bonds. The debt is supported by revenue provided from real property which is assessed through the taxation power of the l ocal governmental unit. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (G.A.A.P.) – Detailed accounting standards and practices for state and local government as prescribed by the Governmental Accounting Standards Board. GOVERNMENTAL ACCOUNTING STANDARDS BOARD (GASB) - The ultimate authoritative accounting and financial reporting standard-setting body for state and local governments. GOVERNMENT FINANCE OFFICERS ASSOCIATION (GFOA) - A professional association of state, provincial, and local government finance officers in the United States and Canada whose mission is to enhance and promote the professional management of governments for public benefit through education, training, and leadership. GOVERNMENTAL FUND – A fund type to account for tax-supported activities. There are six different types of governmental funds: the general fund, special revenue funds, debt service funds, capital project funds, proprietary funds, and fiduciary funds. GRANT – A financial award given by one entity to an individual or other entity for a specific purpose. Grants generally have conditions that must be met in expending the funds. Conditions may include what the funds are spent on or demonstrate intent of progress for a specific goal. INCREMENTAL TAX – A new or additional tax revenue generated from increased property values and new development after a “base year” is established. INFRASTRUCTURE – Physical assets of the City including streets, water, sewer, public buildings and parks. INTERNAL SERVICE FUND – A fund used to account for the financing of goods or services provided by one City department or cost center to other departments, on a cost reimbursement basis. 381 GLOSSARY LIABILITIES – Debt or other legal obligations arising out of transactions in the past which must be liquidated, renewed, or refunded at some future date. This term does not include encumbrances. LONG-TERM DEBT – Immature debt of a government expected to be repaid from government funds. An average repayment schedule is 20 years. MODIFIED ACCRUAL ACCOUNTING – A basis of accounting that is a combination of cash and accrual basis. Revenues are recorded when they are both measurable and available to finance current expenditures of the respective funds. Most cities use the 60-day rule of thumb to consider revenue available. NOTE – A certificate pledging payment, issued by a government or bank. OBJECTIVE – Something to be accomplished in specific, well-defined, and measurable terms and that is achievable within a specific time frame. OPERATING BUDGET – Plans or current expenditures and the proposed means of financing them. The annual operating budget is the primary means by which most of the financing, acquisition, spending, and service delivery activities of the City are controlled. The use of the annual operating budget is required by State law. PERFORMANCE MEASURES – Specific quantitative measures of work performed within an activity or program. They may also measure results obtained through an activity or program. PESTEL ANALYSIS – A framework used in strategic planning to assess business environment factors. PESTEL is an acronym that represents Political factors, Economic factors, Social factors, Technological factors, Environmental factors, and Legal factors. The analysis is integrated into a SWOT analysis to identify opportunities and threats to an organization. PREPAID EXPENSE - Expenses that are paid in advance. An example might be insurance. If the insurance is cancelled early, a prorated amount is returned. Prepaid expenses are classified as assets, and then recorded as expenses once the expense is incurred (money is no longer considered refundable). PROPRIETARY FUNDS – Are governmental accounting funds that operate like a private business, financed through user charges and focused on recovering costs by providing goods or services to the public or other government departments. REFUNDING – The issuance of new debt whose proceeds are used to repay previously issued debt. REIMBURSEMENT – Repayment to a specific fund for expenditures incurred or services performed by that fund to or for the benefit of another fund. REPLACEMENT COST – The cost of an asset which can render similar services (but which need not be of the same structural form) as the property to be replaced. 382 GLOSSARY RESERVE – Money set aside for potential future financial obligations. Reserves minimums are generally set by policy. RETAINED EARNINGS – Total assets less liabilities for a given fund. For Enterprise Funds, this term is used as Fund Balance is used in Governmental Funds to represent unrestricted, unencumbered assets that are the net reserves of the fund. REVENUES – All amounts of money received by a government from external sources other than expense refunds, capital contributions, and residual equity transfers. SPECIAL ASSESSMENT FUND – A fund used to account for the resource and payments for the financing or construction of public improvement or services that benefit the properties which have assessments levied against them on the County’s property tax roll. SPECIAL REVENUE FUND – A fund used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for specified purposes. STRATEGIC PLAN - The City’s roadmap for uniting City goals and mission to the actions of the City departments. SWOT ANALYSIS - a strategic planning method used to evaluate the Strengths, Weaknesses, Opportunities and Threats involved in a project. TAX LEVY – The resultant product when the tax rate per one hundred dollars is multiplied by the tax base. TAX RATE – A percentage applied to all taxable property to raise general revenues. It is derived by dividing the total tax levy by the taxable net property valuation. TAXES – Compulsory charges levied by a government for the purpose of financing services performed for the common benefit. TIF – An acronym for the Tax Increment Financing District, a geographical area or district created under Texas law to encourage development of the area within its boundaries by the reinvestment of the incremental tax growth generated by property value increases and new development within the district. TRANSFERS IN/OUT – Amounts transferred from one fund to another to assist in financing the services for the recipient fund. TRANSIENT OCCUPANCY TAX (TOT) – An 11% tax assessed by the city on all room rentals of durations less than 30 days. YIELD - The rate earned on an investment based on the price paid for the investment. 383 ACRONYMS AB- Assembly bill ACFR- Annual Comprehensive Financial Report ADA- Americans with Disabilities Act AD- Assessment District BID- Business Improvement District CAMP- California Assessment Management CALPERS- California Public Employees Retirement System CEQA- California Environmental Quality Act CFD- Community Facilities District CIP- Capital Improvement Program COPS- Community-Oriented Policing Services CPI-U- Consumer Price Index- All Urban Consumers CSO- Community Service Officer CVAG- Coachella Valley Association of Governments CVWD- Coachella Valley Water District EOC- Emergency Operations Center ERAF- Educational Revenue Augmentation Fund ESRI – Environmental Systems Research Institute FDIC- Federal Insurance Contribution Act FPPC- Fair Political Practices Commission GAAP- Generally Accepted Accounting Principles GASB- Government Accounting Standards Board 384 ACRONYMS GF- General Fund GFOA- Government Accounting Standards Board GIS- Geographic Information System HOPTR- Homeowner Property Tax Relief IT- Information Technology JPA- Joint Powers Authority LAIF- Local Agency Investment Fund LTD- Long-Term Disability NACSLB- National Advisory Council on State and Local Budgeting NEPA- National Environmental Policy Act NPDES- National Pollutant Discharge Elimination System OPEB- Other Post-Employment Benefits RCTC- Riverside County Transportation Commission RDA- Redevelopment Agency RPEC – Resource Preservation and Enhancement Committee SAM- Sewer Authority Mid-Coast side SARDA- Successor Agency to the Redevelopment Agency SB- Senate Bill SLESF- Supplemental Law Enforcement Services Funds SRO- School Resource Officer TOT- Transient Occupancy Tax VLF- Vehicle License Fee 385 FINANCAL POLICES Summary of Financial Policies The city continues to act in accordance with the numerous financial policies adopted by the City Council. These policies ensure consistent and professional conduct in all fiscal matters by requiring sound fiscal management through establishing strategies in accounting, financial planning, budgeting, revenue projection, fees, reserves (fund balance), debt, and cash flow. Following is a summary of the financial policies that apply to budget development and financial management. FIN-001 A - Acceptance of Electronic Forms of Payments including Credit, Debit, and Payment Cards - Adopted March 17, 2020 The purpose of this policy is to establish guideline and parameters for the acceptance of electronic forms of payment including, credit, debit, or payment cards at the City of Palm Desert (the "City") for various payments including fees, charges, fines, permits, licenses, and/or sales, while minimizing risk, ensuring the security of data within the rules and regulations established by the Payment Card Industry (PCI) and articulated in the PCI Data Security Standards (DSS), and ensuring that payment card acceptance procedures and appropriately integrated with the City's financial and other systems. For the full Acceptance and Electronic Forms of Payments including Credit, Debit, and Payment Cards. Please click here. FIN-001 B – Ecommerce Policy Terms and Conditions - Adopted March 17, 2020 The services offered on this Website include, but are not limited to, online payment services for business license renewals, tax payments, fees, and permit payments. By accessing this website of using the Services, the user of the Services (the "User") agrees to be bound by and accept these Terms and Conditions, including the City's Online Privacy Policy. If the User does not agree to these Terms and Conditions and/or the City's Online Privacy Policy, the User should not use these Services and/or Website. For the full Ecommerce Policy Terms and Conditions Policy please click here. FIN-002 – Investment Policy – Adopted November 19, 2020 – Revised December 14, 2023 The policy of the City of Palm Desert, the Successor Agency to the Palm Desert Redevelopment Agency, the Palm Desert Housing Authority, the Palm Desert Financing Authority, and the Palm Desert Recreational Facilities Corporation (hereafter referred to collectively as the "City") is to invest public funds with the goals of preserving capital, meeting the city's daily cash needs, and achieving a market rate of return, while complying with all federal, state, and local laws. For the full Investment Policy please click here. 386 FINANCAL POLICES FIN-003 – Reserve Policy - Adopted September 27, 2018 To outline the policy and procedures for establishing reserves for long-term city infrastructure needs, economic uncertainties, economic development, emergency reserve, equipment replacement, pension, and other post-employment obligations. This Reserve Policy ("Policy") will also set guidelines and priorities for the distribution of excess revenues at the end of each fiscal year to assist in funding and replenishing the identified reserve categories as well as ensuring that funds for current operating needs are available. This Policy will help the City ensure stable service delivery. For the full Reserve Policy please click here. FIN-004 – Purchasing Ordinance - Adopted April 13.2023 – Revised April 25,2024 The purpose of this chapter is to prescribe efficient policies and procedures for the procurement of public projects, contractual services, professional services, and materials, supplies, and equipment to better serve the City's residents. All purchasing will be done with absolute integrity and equal opportunity will be provided to all, free of discrimination. For the full Purchasing Ordinance please click here. FIN-004 A – Uniform Federal Award Procurement Policy – Adopted August 13, 2018 The purpose of this Policy for Procurement Procedures Under a Federal Award (‘Policy”) is to document procurement procedures by the City of Palm Desert (‘City’) for property and services when using federal funds. All procedures in this Policy reflect applicable state, local, and federal law. For the full Uniform Federal Award Procurement Policy please click here. FIN-004 B – Procurement Card Issuance and Use Policy – Adopted October 1, 2021 The purpose of this policy is to establish a framework for appropriate use of Procurement Cards. A Procurement Card is a City-issued credit card from a financial institution to streamline the acquisition process and facilitate official City business that includes approved purchases such as utility payments, travel reservations, conference registrations, online subscriptions and small dollar purchase, requiring a credit card payment or to place an order and invoicing is not an available option. This policy and the use of a Procurement Card (P-card) is not intended to replace any policies of the City including those related to procurement, payments for services, use of City equipment or travel. This policy applies to all employees that are issued a P-card or authorized to use one. For the full Procurement Card Issuance and Use Policy please click here. 387 FINANCAL POLICES FIN-005 – Policy for Unclaimed Monies – Adopted September 27, 2018 To establish the proper disposition and accounting for unclaimed monies. Government Code Sections 50050 through 50057 provide the authority for this policy. For the full Policy for Unclaimed Monies please click here. FIN006 – Treasury Policies and Procedures – Adopted February 8, 2007 The Treasury Policies and Procedures Manual (‘Manual’) is intended to respond to the aforementioned requirements and to provide the framework for City Treasury operations. This Manual shall also provide documentation that the external auditor can use to review treasury staff compliance with internal controls. For the full Treasury Policies and Procedures please click here. FIN007 – Local Debt Policy – Adopted January 10, 2019 The purpose of this Local Debt Policy (the “Policy”) is to establish guidelines and parameters for the effective governance, management and administration of debt and other financing obligations issued by the city and its related entities (such as the Palm Desert Financing Authority and the Successor Agency to the Palm Desert Redevelopment Agency). For the full Local Debt Policy please click here. FIN008 – Capital and Inventoriable Assets Management As pertains to the City of Palm Desert, the City of Palm Desert Housing Authority, the Successor Agency to the Palm Desert Development Agency, any community facilities district, any community services district or any other agency affiliated with the City of Palm Desert, the purpose of this policy is to: A. Establish control and accountability measures to ensure careful and responsible management of municipal capital assets and inventoriable assets. B. Define eligible costs and establish thresholds for capitalization in conformity with Governmental Accounting Standards Board Statement No. 34 Basic Financial Statements and Management's Discussion and Analysis for State and Local Governments, Statement No. 51 Accounting and Financial Reporting for Intangible Capital Assets, and Statement No. 87 Leases; and C. To collect and maintain complete and accurate capital asset information required for preparation of financial statements in accordance with GAAP (generally accepted accounting principles). For the full Capital and Inventoriable Assets Management please click here. 388 FINANCAL POLICES FIN009 – Disposal of Surplus Property and Equipment – Adopted December 15, 2022 The City is committed to managing surplus property, such as used furniture and equipment, in a manner that is fiscally responsible, reduces harmful environmental impacts, and promotes the City's reduce-reuse-recycle philosophy. This policy explains the process including the physical removal, transportation, sale, donation, disposal and\or the ultimate disposition of all surplus property. This policy also addresses disposition of vehicles and other movable equipment. For the full Disposal of Surplus Property and Equipment policy please click here. FIN010 – Furniture Procurement Policy and Procedures – Adopted December 15, 2022 This policy provides guidance on the standards and procedures governing the selection, acquisition, installation, and use of office furniture at the City of Palm Desert. It sets out the main principles, rules, and procedures regarding the procurement and management of furniture necessary to create a productive working environment. For the full Furniture Procurement Policy and Procedures please click here. 389