City Council Meeting Agenda April 6, 2023
INDIAN WELLS CITY COUNCIL
April 6, 2023
To: City Council
From: City Manager Department
Prepared by: Angelica Avila, City Clerk
Subject: Resolution Re -Establishing Procedures Relating to Official Minutes
RECOMMENDED ACTION:
Council ADOPTS Resolution Re -Establishing Procedures Relating to Official Minutes.
BACKGROUND:
Indian Wells, as a Charter City can create systems and implement administrative practices to help improve governance. In 1985, the City adopted Resolution No. 1985-8 establishing procedures relating to official minutes (Attachment #1). The purpose of meeting minutes is to record actions taken at meetings. Minutes serve as the official record, the legal record, and the public record of what was decided at meetings.
Minutes provide a historical record of actions and decisions and give the administrative the authority to implement decisions. In accordance with state law, good governance, and best practices in local government, meeting minutes should be transparent and open for all to view. Best practices help to promote the public's confidence and trust in leadership of their local government officials.
DISCUSSION:
City staff assigned to the various City legislative body's attend meetings to compile minute record of actions taken. This includes City Council, Planning Commission, Community Activities, Grants -In -Aid and other City legislative committees subject to the Brown Act.
Minutes, audio recordings and video recordings are kept as permanent records and provide evidence of City business proceedings as required by the Brown Act. Current practice under Resolution 85-8 requires the Minutes be presented to the legislative body for confirmation before being finalized and posted to the City 's website. Prior to the routine videotaping of legislative meetings, this was the standard practice throughout the state. Government Code section 40801 states that the "City Clerk shall keep an accurate record of the proceeding of the legislative body and the board of equalization in books bearing appropriate titles and devoted exclusively to such purposes, respectively. The
City Council Meeting Agenda April 6, 2023
books shall have a comprehensive general index." State law does not require confirmation of the Minutes by the legislative body.
The City Clerk is recommending a revised process to streamline and make minutes of meetings more readily available to the public. Approval of minutes by the legislative body can take months to approve depending on the meeting schedule of the legislative body.
The process proposed in the attached Resolution provides the City Clerk or designee to finalize the Minutes within fifteen (15) business days following a meeting, without the need to agendize the Minutes for the legislative body's consideration and approval.
Minutes shall be provided to legislative bodies for review before being authorized and posted on the City website. In the event a member of a legislative body requests amendment to the Minutes, the Clerk would consult notes taken at the affected meeting, review the video recording of said meeting, and confer with the City Attorney as necessary. Any delays in meeting minutes shall be referred to the Clerk to ensure minutes are reviewed and uploaded in timely manner. Administrators shall send meeting minutes for approvals via electronic signatures which saves a substantial amount of time and allows the City to better serve the community.
The process outlined above has been approved by the City Attorney's Office and is authorized under California Law.
ATTACHMENTS:
1. Resolution 85-8
2. Draft Resolution Approving Minutes Procedure
City Council Meeting Agenda April 6, 2023
RESOLUTION NO 85-8
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF INDIAN WELLS, CALIFORNIA, STANDARDIZING
PROCEDURES RELATING TO OFFICIAL MINUTES.
WHEREAS, the Government Code specifically requires that City Clerks in general law cities keep a record, journal of
proceedings or minutes of City Council meetings; and
WHEREAS, official minutes must be kept to furnish evidence that the City Council has complied with the law or rules by which it is governed and the motions contained in the official minutes are treated as evidence in a court of law; and
WHEREAS, from time to time different employees with varying skills will attend board meetings of City Council, Commissions, and other constituted groups for the purpose of compiling a minute record at actions taken at that body.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Indian Wells, California, does hereby standardize procedures relating to official minutes and establishes minimum standards as follows:
SECTION 1: HEADING:
Subject headings shall be one (1) or two (2) lines in length and utilized for cross references in the comprehensive general index of the official minutes and other listings, and for filing a copy in the applicable case file. Headings shall be concise.
SECTION 2: BACKGROUND MATERIAL:
A) Background material shall be a brief description of the subject. Agenda material may be utilized in original or paraphrased form in lieu of original composition. Supplemental background material relating to presentation and discussion may be added by attentive clerical notetaking.
B) Any written statement by a member of the board, or any statement a board member specifically requests be included in the minutes shall be so included(requests shall be made during meeting).
C) If the subject matter has appeared at previous meetings, repitition will not be necessary as minutes serve as a
chronological history.
SECTION 3: PUBLIC HEARINGS:
Public hearings have a special procedure announced by the chairman. Minute format at such hearings shall include the following elements:
A) Open.
B) Reception of pros and cons and other comments. Names and addresses, if possible, of those giving testimony shall be noted.
C) Continuance (where applicable). A continuance must be by motion.
D) Close. It may be necessary for the chairman to receive majority approval to close the public hearing if there is a question of whether or not additional testimony is desired.
ATTACHMENT #1
1
City Council Meeting Agenda April 6, 2023
Resolution No. 85-8
continued
SECTION 4: BOARD ACTION (RECORD OF ACTION/MINUTE ORDER):
Board action must be accurately and thoroughly drafted.
Elements of a motion may noted as follows:
After discussion, it was moved by
seconded by , and (unanimously, if
applicable) carried/failed to carry to (do something,
use a descriptive verb i.e. ADOPT/APPROVE/AUTHORIZE/
AWARD/CONTINUE/DENY)
(also, if City Council resolution, type resolution title) (if not unanimous, insert) by the following vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
SECTION 5: REPORTS, IDEAS, AND SUGGESTIONS:
Where reports, ideas, suggestions, and other remarks are not accompanied by a motion they shall not be included in the minutes except when specifically requested as outlined in Section 2(b) of this Resolution.
SECTION 6: CLERICAL AIDES:
A) Clerical aides are not considered public record.
B) Notes are considered clerical aides and shall be kept until the official minutes are approved at the next board meeting. There is no prescribed retention period for notes thereafter.
C) Tapes of board meeting are considered clerical aides. 1) Tape recordings shall be used by Deputy City Clerks
consecutively and on both sides for tape recording
board meetings.
2) Deputy City Clerks shall list the counter number on
the tape machine after board motions to facilitate
the use of the tape in preparation of official
minutes.
3) The Finance Director shall organize and store tapes
in the vault. Tapes are to be retained for one
year and recycled thereafter.
4) While the tapes are not considered public record,
all requests to review or duplicate them will
be honored after the minutes have been approved.
The city has no equipment for public use;
therefore; customers are requested to bring their
own review and/or duplicating equipment.
The Finance Director shall charge all customers
research time and incidental costs incurred.
2
City Council Meeting Agenda April 6, 2023
Resolution No. 85-8
continued
SECTION 7: TIME ELEMENT:
It will be a goal that the deputy clerk taking the minutes will have accomplished the draft by Wednesday of the week following the meeting.
SECTION 8: LEGAL STATUS, STORAGE, AND COPYING:
The minutes become legislative law upon becoming confirmed and approved by the board at a subsequent meeting. The official minute books shall be kept in the vault when not checked out for day use within city hall. Copying minute records on request are subject to all xerox charges unless for official use.
PASSED APPROVED, AND ADOPTED this 21st day of March, 1985, by the following vote:
AYES: Andeck, Arenstein, Aughtry, Conner, Oliphant
NOES: NONE
(.4.Q
RICHARD R. OLIPHANT, Mayor
ATTEST:
PRINCE . PIERSON
City Manager/Clerk
3
City Council Meeting Agenda April 6, 2023
RESOLUTI ON NO. 2023-07
A RESOLUTI ON OF THE CI TY COUNCI L OF THE CI TY OF I NDI AN WELLS,
CALI FORNI A, RE-ESTABLI DHI NG PROCEDURES RELATI NG TO
OFFI CI AL MEETI NG MI NUTES
WHEREAS, the Oty Council of the Oty of Indian Wells, California (the "City Council") by Resolution No. 85-8 adopted on March 21, 1985, established official meeting minute procedures; and
WHEREAS, amendment of said resolution is desired relating to changes in the administrative process and availability of City Council meeting minutes and other Qty legislative body's; and
WHEREAS, action minutes will be produced by Qty staff for all Committee meetings in a similar format used for City Council meetings. Additions or corrections to the minutes can be made upon review of the Committee prior to posting as the final record; and WHEREAS, the Qty Council desires to authorize the Qty Qerk as the official record keeper, to review, authorize, and import final minutes onto the Qty's website, not later than 20 days after meeting proceedings; and
NOW, THEREFORE, BE I T RESOLVED, that the Qty Council of the Qty of Indian Wells, California, does hereby re-establish procedures relating to official minutes and establishes minimum standards as follows:
SECTI ON 1.
1. The Oty Qerk or designee shall "keep, or cause to be kept, a correct and impartial account of the proceedings of each legislative meetings."
2. The City Qerk or designee shall prepare the Minutes within fifteen (15) working days of the subject legislative meeting and provide to the members of said legislative body for review.
3. Any member of the legislative body may request clarification or modification of the draft minutes directly to the Qty Qerk or designee.
4. The City Qerk or designee will review meeting notes and if available, the video recording of said meeting before determining whether to amend the draft Minutes.
5. The City Qerk or designee will consult with the City Attorney as necessary when considering whether to amend the draft Minutes.
6. The City Qerk or designee shall notify the member of the legislative body requesting clarification or modification of the Minutes within seventy-two (72) hours of his or her determination.
ATTACHMENT #1
City Council Meeting Agenda April 6, 2023
Qty of Indian Wells
Resolution No. 2023-07
6. The Qty Clerk or designee will finalize all draft Minutes and post to the City's website within twenty days of the subject meeting, notifying the members of said legislative body the Minutes have been posted.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Indian Wells, California, at a regular meeting held on this 6th day of April 2023.
DONNA GRI FFI TH
MAYOR
CERTI Fl CATI ON FOR RESOLUTI ON NO. 2023-07
I, Angelica Avila, Qty Qerk of the Qty Council of the Qty of Indian Wells, California, DO HEREBY CERTI FY that the whole number of the members of the City Council is five (5); that the above and foregoing resolution was duly and regularly passed and adopted at a regular meeting of the City Council of the Qty of Indian Wells the 6th day of April 2023, by the following vote:
AYES:
NOES:
ATTEST: APPROVED AS TO FORM:
ANGELI CA AVI LA TODD LEI SHMAN
CI TY CLERK CI TY ATTORNEY
City Council Meeting Agenda April 6, 2023
INDIAN WELLS CITY COUNCIL
April 6, 2023
To: City Council
From: Finance Department
Prepared by: Kevin McCarthy, City Finance Director
Subject: Indian Wells Preservation Foundation Funding Request - Oral History Project
RECOMMENDED
ACTION:
Council CONSIDERS and APPROVES the Indian Wells Preservation Foundation funding request to initiate an oral history project.
SUMMARY:
On March 23, 2023, the Finance Committee held a meeting to discuss a $25,000 funding request from the Indian Wells Preservation Foundation (IWPF) to complete the Indian Wells Oral History Project. IWPF President Linda Blank was in attendance and represented the Indian Wells Preservation Foundation. After the item was vetted, the Finance Committee recommended that the Council approve the Indian Wells Oral History Project as presented with no additional appropriation of funds. Expanding the partnership with the IWPF is identified in the Council's fiscal year 2023-24 Resident Benefits and New Initiatives Goal.
BACKGROUND:
The Indian Wells Preservation Foundation Board is seeking funding to complete the Indian Wells Oral History Project in accordance with the Lawrence de Graaf Center for Oral and Public History. The Center was established in 1968 as a teaching, training, research, publication, and public service archive at CSU Fullerton's Pollak Library. It is California's largest oral history archive, with over 6,000 oral histories covering various people and topics from California and beyond. The IWPF seeks funding to initiate an oral history program to create an archive to preserve the historical knowledge of many of the pioneers of Indian Wells' history and development.
At its outset, the project is dedicated to interviewing 10 City galvanizers and change agents, including Raymond Moore (Tennis icon/Tennis Garden), Richard Oliphant (community developer/civic leader), Adele Ruxton (pioneer Indian Wells historian/60-year resident), Joe Williams (Indian Wells Golf Resort Director of Golf since 1996) and six other diverse contributors who have shaped the storied City of Indian Wells.
City Council Meeting Agenda April 6, 2023
FISCAL IMPACT:
A detailed description of the $25,000 budget for ten interviews is attached. Faculty appointed from CSUF Lawrence de Graaf Center for Oral and Public History will conduct the project and provide outcome products. The Indian Wells Preservation Foundation Board will oversee and monitor the project.
Should Council consider this project, a supplemental appropriation is not recommended.
Instead, if approved, Staff recommends funding $15,000 from the Council's remaining portion in Community Assistance funding, consistent with the Community Assistance Funding Policy, and $10,000 from the Community Assistance Program 1012707 592000.
ATTACHMENT:
1. Foundation Funding Request
City Council Meeting Agenda April 6, 2023
Date: March 14, 2023
To: City Manager Chris Freeland and Members, City of Indian Wells Finance Committee
From: Indian Wells Preservation Foundation Board (Linda Blank, President; Kevin Mead, Vice President; Dan Hamilton, Secretary; NJ Bradeen, Treasurer; Katherine Mead, Creative Director) Subject: Funding Request To Conduct Oral History Interviews of City of Indian Wells Change Agents and Leaders by Lawrence de Graaf Center for Oral and Public History, CSU - Fullerton
2023 is the banner year for reorganization and revitalization of the Indian Wells Preservation Foundation (IWPF) in championing new ideas, establishing compelling new events and pursuing new opportunities to preserve and celebrate the City's history.
Indian Wells Oral History Project:
One expeditiously proposed opportunity is The Indian Wells Oral History Project in accordance with the Lawrence de Graaf Center for Oral and Public History.
The Center was established in 1968 as a teaching, training, research, publication, and public service archive located at CSU Fullerton's Pollak Library.
It contains more than 6,000 oral histories covering a wide range of people and topics from California and beyond.
At its outset, the project is dedicated to interviewing 10 City galvanizers and change agents including Raymond Moore (Tennis icon/BNP Paribus), Richard Oliphant (Community developer/civic leader), Adele Ruxton (pioneer IW historian/60 year resident), Joe Williams (IWGR Director of Golf/began 1996) and six other diverse contributors who have shaped the storied City of Indian Wells.
Budget:
Detailed description of $25,000 budget for 10 interviews is attached. Faculty appointed from CSUF Lawrence de Graaf Center for Oral and Public History will conduct the project and provide outcome products. IWPF Board will oversee and monitor the project. Detailed project timeline to be provided May 15, 2023.
Timeframe:
Pending spring 2023 budget approval and disbursement of funding, project begins June 2023, concludes October 2023, final products ready for divergent presentations November — December 2023, including IWPF Annual Meeting.
Contacts:
Cora Granata, Professor and Associate Director, Lawrence de Graaf Center for Oral and Public History, California State University, Fullerton (657) 278-3568 Linda Blank, President, Indian Wells Preservation Foundation (484) 433-7462 ATTACHMENT #1
City Council Meeting Agenda April 6, 2023
CSUF
Lawrence de Graaf
Center for Oral and
Public History
PO Box 6846
Fullerton CA 92834-6846
(657) 278-3580
March 2, 2023
Indian Wells Oral History Project
QTY
Description
Amount
Total
1 Orel History Interview
(costs estimated based on —3 hour interview. Includes digital audio and video recordings, and digital transcriptand bound hard copy) $2,300.00
$2,300.00
Interviewer - research, prep, interview, and potential travel time.* (18 hrs. @ $25/hr)
$450.00
Videographer- filming and potential travel time* (8 hrs. @ $25/hr) $200.00
Mileage to Indian Wells from CSUF for interviewer and videographer. (Based on —3 interviews per trip. —$300 mileage/3)
$100.00
Hotel (2 -night stay to conduct 3 interviews for each trip @ "$800/trip for interviewer and videographer. —$800/3)
$275.00
Videographer- editing and processing digital files (8 hrs. @ $25/hr) $200.00
Transcription of interview (100 pages @ $4.50 per page) $450.00
Edit transcript/Create abstract/Mail to narrator (10 hrs. @ $25/hr) $250.00
Finalize transcript (3 hrs. @ $25/hr)
$75.00
Printing and binding/embossing (Two copies, one for narrator and one for historical society)
$150.00
Miscellaneous supplies: ink/stationary/postage/archival materials $50.00
Preservation in COPH collection (digital and hard copies) $100.00
Total $2,300.00 $2,300.00
*Actual filming and travel time varies for each interview. Includes travel time to narrator's location in Indian Wells, from CSUF
City Council Meeting Agenda April 6, 2023
INDIAN WELLS CITY COUNCIL
April 6, 2023
To: City Council
From: Finance Department
Prepared by: Kevin McCarthy, City Finance Director
Subject: Adoption of Proposed City of Indian Wells Goals and Policies Concerning the Use of the Mello -Roos Community Facilities Act of 1982 to Finance Public Facilities and Services
RECOMMENDED ACTION:
Council ADOPTS Resolution Approving Goals and Policies Concerning the Use of the Mello -Roos Community Facilities Act of 1982 to Finance Public Facilities and Services.
SUMMARY:
The City has recognized the need for new development to be fiscally neutral and to pay for all public facilities and services necessary to serve the needs imposed by each new development.
The City has recently engaged in talks with the owners of undeveloped property seeking to develop projects and a special tax consultant to assist in establishing the City's first community facilities district ("CFD"). Community Facilities District No. 2023-1 (Public Safety) is proposed to be the City's first CFD to levy a special tax to fund public safety services in association with all new development. However, prior to the formation of the CFD, the City must adopt its local goals and policies described below.
The Mello -Roos Community Facilities Act of 1982, as amended, California Government Code Section 53311 et seq. (the "Act") requires public agencies to establish and adopt a "local goals and policy" document prior to establishing any CFD for the purposes of financing public improvements and services. Accordingly, the City Council has been provided the attached document, entitled the "City of Indian Wells Goals and Policies Concerning the use of the Mello -Roos Community Facilities Act of 1982 to Finance Public Facilities and Services" (the "CFD Goals and Policies").
The CFD Goals and Policies contain the requirements set forth in Section 53312.7 of the Act. As such, the City has established specific criteria to be used and followed regarding the formation and administration of CFDs. These goals and policies may be amended and updated by the City at any time.
City Council Meeting Agenda April 6, 2023
Approval of the attached resolution and the CFD Goals and Policies satisfies the requirements of the Act and allows the City to proceed with the planned formation of Community Facilities District No. 2023-1 (Public Safety).
FISCAL IMPACT:
There is no fiscal impact on the City's general fund.
ALTERNATIVES:
Council provides alternative direction to staff.
California Environmental Quality Act (CEQA):
This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that this resolution is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute a "project" as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.
ATTACHMENTS:
1. Resolution- Intention to Adopting Goals and Policies
2. Indian Wells Goals and Policies Concerning the Use of the Mello -Roos
City Council Meeting Agenda April 6, 2023
RESOLUTION NO. 2023-08
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIAN WELLS,
CALIFORNIA, ADOPTING GOALS AND POLICIES CONCERNING THE USE OF THE MELLO-ROOS COMMUNITY FACILITIES ACT OF 1982 TO
FINANCE PUBLIC FACILITIES AND SERVICES
WHEREAS, the Mello -Roos Community Facilities Act of 1982, as amended (the "Act"), being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California, provides that a local government, including the City of Indian Wells (the "City"), may initiate proceedings to establish a community facilities district ("CFD") pursuant to the Act only if the legislative body thereof has first considered and adopted local goals and policies concerning the use of the Act; and
WHEREAS, the City Council of the City of Indian Wells ("City Council") now desires to state its CFD goals and policies concerning the use of the Act; and WHEREAS, the City's CFD goals and policies have been incorporated in the "City of Indian Wells Goals and Policies Concerning the Use of the Mello -Roos Community Facilities Act of 1982 to Finance Public Facilities and Services" (the "CFD Goals and Policies") attached as Exhibit "A" hereto and incorporated herein by this reference which have been presented to the City Council for its consideration.
NOW THEREFORE, be it resolved by the City Council of the City of Indian Wells as follows:
Section 1. Recitals. The foregoing recitals are true and correct and are incorporated herein by this reference.
Section 2. CFD Goals and Policies. The CFD Goals and Policies are hereby adopted. A copy of which shall be kept on file in the office of the City Clerk.
Section 3. Effective Date. This Resolution shall take effect from and after the date of its passage and adoption.
PASSED AND ADOPTED by the City Council of the City of Indian Wells, California, at a regular meeting held on this 6th day of April, 2023.
DONNA GRIFFITH
MAYOR
ATTACHMENT #1
26529.00060\41108951.1
City Council Meeting Agenda April 6, 2023
CERTIFICATION FOR RESOLUTION NO. 2023-08
I, Angelica Avila, City Clerk of the City Council of the City of Indian Wells, California, DO HEREBY CERTIFY that the whole number of the members of the City Council is five (5); that the above and foregoing Resolution was duly and regularly passed and adopted at a regular meeting of the City Council of the City of Indian Wells on the 6th day of April, 2023, by the following vote:
AYES:
NOES:
ATTEST: APPROVED AS TO FORM:
ANGELICA AVILA TODD LEISHMAN
CITY CLERK CITY ATTORNEY
26529.00060\41108951.1
City Council Meeting Agenda April 6, 2023
CITY OF INDIAN WELLS
GOALS AND POLICIES CONCERNING
THE USE OF
THE MELLO-ROOS COMMUNITY FACILITIES ACT
OF 1982 TO FINANCE PUBLIC FACILITIES AND SERVICES
Adopted April 6, 2023
ATTACHMENT #2
26529.00060\41134950.1
City Council Meeting Agenda April 6, 2023
CITY OF INDIAN WELLS
GOALS AND POLICIES CONCERNING THE USE OF
THE MELLO-ROOS COMMUNITY FACILITIES ACT OF 1982
TO FINANCE PUBLIC FACILITIES AND SERVICES
Introduction.
The City Council of the City of Indian Wells (the "City Council") hereby establishes and states its goals and policies concerning the use of the Mello -Roos Community Facilities Act of 1982, as amended, (the "Act"), being Chapter 2.5 of Part I of Division 2 of Title 5 of the Government Code of the State of California in providing adequate public infrastructure improvements and services for the City of Indian Wells (the "City"). The following goals and policies shall apply to all Community Facilities Districts (the "CFD") hereafter formed or proposed to be formed by the City. Any policy or goal stated herein may be supplemented or amended by resolution of the City Council.
The purpose of the "City of Indian Wells Goals and Policies Concerning the Use of the Mello - Roos Community Facilities Act of 1982 to Finance Public Facilities and Services" (the "CFD Goals and Policies") is to provide City staff, the residents of the City, and the owners and developers of property located within the City with guidance in the application for and consideration of the establishment of CFDs within the City for the purpose of financing or assisting in financing the acquisition or construction of public infrastructure to benefit and serve either existing or new development or a combination thereof, and to finance ongoing costs of providing service and maintenance to public infrastructure. The underlying principals behind this policy are the protection of the public interest, assuring fairness in the application of special taxes to current and future property owners, assuring full disclosure of the existence of any special tax liens, insuring the creditworthiness of any CFD municipal bonds ("CFD Bonds"), protecting the City's credit rating and financial position and assuring that applicants for all CFD proceedings other than City initiated proceedings pay all costs associated with the formation of any CFD.
The scope of this policy is limited to the proposed formation of CFDs for the limited purpose of financing or assisting in financing the acquisition or construction of public infrastructure or to provide funding for services or maintenance.
The City is under no obligation to issue CFD Bonds. The ability to issue CFD Bonds depends upon the particular facts and circumstances of each CFD. When issuing CFD Bonds, the developer or property owners must agree to cooperate in connection with any covenants or other requirements that may be necessitated by tax-exempt bonds.
Priorities for CFD Financing/Funding.
The priority that various kinds of public facilities or services will have for financing or funding through the City's use of the Act is as follows:
(a). public facilities to be owned and operated by the City that provide a demonstrated public benefit;
(b). public services to be performed by the City; and
(c). public facilities to be owned and operated by a public agency other than the City. 1 26529.00060\41134950.1
City Council Meeting Agenda April 6, 2023
Examples of a demonstrated public benefit may include, but are not limited to, the following:
1. Construction of a major public facility which meets a community need, for example a major arterial which will provide a vital roadway facility to alleviate congestion, park or recreational facilities intended to serve residents throughout the City, water distribution facilities, and storm drainage facilities which are a part of the storm drainage master plan.
2. Construction of public infrastructure sooner than would otherwise be required for a particular development project.
3. Construction of public infrastructure to serve commercial or industrial projects that will expand the City's employment and/or sales tax base.
Equity of Special Tax Formulas and Maximum Special Taxes for CFDs.
Reasonable Basis of Apportionment. Special taxes must be allocated and apportioned on a reasonable basis to all categories and classes of property (other than exempt property) within the CFD. Exemptions from the special tax may be given to parcels which are publicly -owned, are held by property owners associations, are used for a public purpose such as open space or wetlands, or are affected by public utility easements making impractical their utilization for other than the purposes set forth in the easement.
Total Tax Burden. The total tax burden (that is, the anticipated maximum annual CFD special tax, together with ad valorem property taxes, special assessments, special taxes for any overlapping community facilities district, and any other taxes, fees and charges payable from and secured by the property) on any residential owner -occupied parcel in a CFD shall not exceed two percent (2.00%) of the estimated base sales price of such parcel upon completion of the public and private improvements relating thereto.
Rate and Method of Apportionment. The rate and method of apportionment ("RMA") for CFD special taxes must be structured so as to produce special tax revenues sufficient to pay: (a) scheduled debt service on all CFD Bonds, if applicable; (b) pay annual services or maintenance expense, if applicable; and (c) reasonable and necessary annual administrative expenses of the CFD.
Additionally, the RMA may be structured so as to produce amounts sufficient to fund: (a) any amounts required to establish or replenish any reserve fund established for a CFD Bond issue; (b) any amounts required to establish or replenish any capital improvement plan or reserve and contingency fund established for CFD services and maintenance; (c) amounts to pay directly the costs of public facilities authorized to be financed by the CFD; (d) the accumulation of funds reasonably required for future debt service on CFD bonds; (e) amounts equal to projected delinquencies in special tax payments; (f) remarketing, credit enhancement or liquidity fees; and (g) any other costs or payments permitted by law.
In any case, the RMA must be structured such that the projected maximum special tax that could be levied in any fiscal year would produce special tax revenues at least equal to (a) 110% of projected annual debt service on all CFD Bonds for the calendar year commencing in such fiscal year, plus (b) projected administrative expenses of the CFD for the calendar year commencing in such fiscal year. Generally, the RMA for CFD special taxes will be required to include a back-up tax so that changes in development within the CFD would not result in the inability to levy special taxes that would produce special tax revenues in such amounts. 2 26529.00060\41134950.1
City Council Meeting Agenda April 6, 2023
Increases in Special Tax. The maximum special tax for services and maintenance for any taxable parcel within a CFD shall escalate at the greater of three percent (3.00%) or the annual percentage increase of a published Consumer Price Index ("CPI"). For facilities CFDs issuing CFD Bonds, the maximum special tax for any one taxable parcel within a CFD shall not escalate more than two percent (2%) per year. The increase in the special tax levied on any taxable parcel within a CFD as a consequence of delinquency or default by the owner on any other parcel may not be increased by more than ten percent (10.00%) of the rate that would have been levied had no delinquency or default existed, but in no event shall any special tax levied on any taxable parcel exceed any maximum specified in the Act or the RMA.
Prepayment of Special Tax Obligation. Generally, the RMA of a special tax for a facilities CFD issuing CFD Bonds will be structured so as to allow the prepayment of the full amount of the special tax obligation by property owners or any partial amount desired by the property owner. CFDs for services shall not have the ability to be prepaid.
Use of Special Tax Proceeds. Generally, the RMA of a special tax for a CFD will be structured to prohibit the use of special tax coverage to be used to reimburse a developer for acquired public facilities.
Credit Quality Requirements for CFD Bond Issues.
All terms and conditions of any CFD Bonds, including, without limitation, the sizing, timing, term, interest rates, discount, redemption features, flow of funds, investment provisions and foreclosure covenants, shall be established by the City. Each CFD Bond issue shall be structured to adequately protect bond owners and to avoid negatively impacting the bonding capacity or credit worthiness of the City.
Unless otherwise approved by the City Council, the following shall serve as minimum CFD Bond requirements:
Project Viability. The viability of the development project within a CFD is a critical component of the credit quality of a CFD Bond issue. Accordingly, the viability of each such development project will be reviewed and evaluated by the City. Under most circumstances, the viability of a development project is enhanced as the project moves further through the development process. Therefore, generally, a CFD will be established only if tract or parcel maps for the development project to be undertaken therein have been approved by the City Council and the project is consistent with the City's General Plan.
Statutory Requirements. The City will require that the credit quality of any CFD Bond issue be such that the requirements of Section 53345.8 of the Government Code will be met.
Reserve Fund. In order to enhance the credit quality of CFD Bond issues, the City will require that each such bond issue be secured by a reserve fund. Generally, each such reserve fund will be required to be funded (with cash or an acceptable reserve surety or other credit facility) in an amount no less than the least of: (a) 10% of the initial principal amount of the bonds of such issue; (b) maximum annual debt service on the bonds of such issue; and (c) 125% of the average annual debt service on the bonds of such issue. Any reserve surety or other credit facility funding such a reserve fund will generally be required to be issued or guaranteed by an entity, the long term unsecured 3 26529.00060\41134950.1
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obligations of which are rated at least "A" by Moody's Investors Service or Standard & Poor's Ratings Service.
Credit Enhancement. Where a substantial amount of the property within a CFD is undeveloped, there is a concentration of ownership or insufficient value to lien the City may require credit enhancement in the form of bank letter of credit or other form of financial institution guarantee to increase the credit quality of such CFD Bond issue. The credit enhancement will be in the amount equivalent to a minimum of two (2) years of debt service payments on the bonds as security for the amount of future taxes to be paid. The credit enhancement shall remain in place until the special tax burden of the property owner providing the credit enhancement falls below twenty percent (20%) of the special tax burden.
Capitalized Interest. Interest shall be capitalized for a bond issue only so long as necessary to place the special tax installments on the assessment roll; provided, however, interest may be capitalized for a term to be established in the sole discretion of the City Council on a case -by -case basis, not to exceed an aggregate of eighteen (18) months, taking into consideration the value -to -debt ratio, the expected timing of initial residential occupancies, expected absorption and build out of the project, the expected construction and completion schedule for the public improvements to be funded from the proceeds of the bond issue in question, the size of the bond issue, the development pro forma and the equity position of the applicant and such other factors as the City Council may deem relevant.
Bond Structure. The term to maturity of any CFD Bonds shall not exceed the maximum term specified in the Act. Principal amortization of CFD Bonds shall commence no later than the end of the second bond year. CFD Bonds shall be structured such that, once principal amortization thereof has commenced, debt service thereon will be substantially level subject to annual increase as described under "Increase in Special Taxes".
Limited Obligations. Neither the faith, credit or taxing power of the City shall be pledged to the payment of CFD Bonds. The sole source of revenue for the payment of CFD Bonds shall be the special taxes (net of a reasonable amount determined by the City to pay the annual costs of administration of the CFD and the CFD Bonds), capitalized interest, if any, credit enhancement, if any, and moneys on deposit in the reserve fund established for such bonds. The City shall not be required or expected to make any payment of the bonds out of its General Fund or other available funds.
Development Milestones. The City may require certain development milestones be reached prior to the issuance of bonds. The City desires to have at least 50% of the properties subject to special taxes within either the CFD or an improvement area boundary to have received building permits and be completed to substantially completed prior to the issuance of bonds secured by the property's special taxes.
The City will require bond financings be structured so that bonds are purchased and owned by suitable investors. For example, the City may require placement of bonds with a limited number of sophisticated investors, large bond denominations, and/or transfer restrictions in situations where there is an insufficient value -to -lien ratio, where a substantial amount of the property within a CFD is undeveloped, where tax delinquencies are present in parcels within the CFD, and in any other situation identified by the City.
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Value -to -Debt Ratio. It is the City's policy that the value -to -debt ratio, i.e., the full market value of the properties subject to the levy of special taxes, including the value of the improvements to be financed from the proceeds of the issue or series of special tax bonds for which the value -to -debt ratio is being computed, compared to the aggregate amount of the special tax lien proposed to be created, plus any fixed assessment liens and/or special tax liens, for a CFD, must be at least 4:1. A CFD with a value -to -debt ratio of less than 4:1, but equal to or greater than 3:1, may be approved, in the sole discretion of the City Council, upon a determination by the City Manager, after consultation with, the bond counsel, the underwriter, and the municipal advisor, a value -to -debt ratio of less than 4:1 is acceptable in light of the circumstances of the particular CFD and/or credit enhancement such as a letter of credit, or the escrow of bond proceeds to offset a deficiency in the required value -to - debt ratio as it applies to the taxable property within the CFD in the aggregate or with respect to any development area.
Acquisition or Construction Districts.
The construction of public improvements may be funded by a developer or property owner and acquired by the City upon inspection and completion from the CFD bonds or and/or special tax proceeds ("Acquisition") or funded by public contract led by the City or other public agency ("Construction") or, in appropriate cases, both. The City may consider acquisition of discrete usable components of improvements or facilities or require all the improvement to be complete prior to Acquisition. Any work performed by Acquisition must be done under prevailing wage contracts and the applicant shall be responsible for such compliance.
Appraisals for CFD Bond Issues.
The definitions, standards and assumptions to be used in appraisals required in connection with the City's use of the Act for CFDs are as set forth in Section 53345.8 of the Act and the Appraisal Standards for Land Secured Financings published by the California Debt Advisory Commission and originally dated May 1994 and modified July 2004 (the "CDIAC Guidelines").
Notwithstanding the foregoing, if there is a conflict between the definitions, standards or assumptions in the CDIAC Guidelines or the corresponding definitions, standards or assumptions in the Uniform Standards of Professional Appraisal Practice of the Appraisal Foundation ("USPAP"), the definitions, standards, and assumptions of Section 53312.7(a)(5) shall govern.
Independent Absorption Study. An independent absorption study of the proposed residential development project shall be required for the formation of any CFD. The independent absorption study shall be used: 1) as a basis to verify proposed base pricing of the residential units subject to the levy of the special tax; and 2) to determine if the public financing of the public facilities is appropriate given the timing of development. Additionally, the projected absorption rates will be provided to the appraiser for use in the appraisal.
The appraiser shall be selected by the City and the appraisal shall be coordinated under the direction of the City. The selected appraiser must be willing to consent to the use of the appraisal in the official statement. The appraisal must be dated within three months of the date the bonds are priced, unless the City determines a longer time is appropriate.
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Disclosure for CFD Bond Issues.
Initial Disclosure. Each owner of property within a CFD that has not reached its planned development stage and that will be responsible for a substantial portion (as determined by the City) of annual debt service on an issue of CFD Bonds will be required to provide for inclusion in the official statement or other offering materials distributed in connection with the offering and sale of such bonds such information as may be required for the City to comply with, satisfy any requirements of, or avoid any liability under, any applicable federal or state securities laws.
Continuing Disclosure. Each owner of property within a CFD, and each subsequent owner of property therein, that has not reached its planned development stage and that will be responsible for a substantial portion (as determined by the City) of annual debt service on an issue of CFD Bonds will be required to provide such information, on an ongoing basis, as may be required for the underwriter of such bonds to satisfy the requirements imposed on it pursuant to Rule 15c2-12 promulgated under the Securities Exchange Act of 1934.
Joint Financing Agreements/Joint Powers Authority.
The City will not participate in a Joint Powers Authority nor will it enter into a Joint Financing Agreement for a CFD with regard to a non -City initiated CFD unless there is compliance with all City policies and the City receives the largest share of facilities to be funded by the CFD Bond proceeds not factoring in the special taxes to be collected over time.
Disclosure to Prospective Property Purchasers in CFDs.
The applicant for the formation of a CFD will be required to demonstrate to the satisfaction of the City Manager (when the term City Manager is used herein it shall mean the City Manager or his designee) that there will be full disclosure of the special tax obligation for such CFD and of any and all other special taxes or assessments on individual parcels to prospective purchasers or lessees of property within such CFD, including merchant builders, residential homeowners and commercial or industrial purchasers or lessees.
Such notice must include all of the following in addition to such other provisions as may be required by the Act or the applicant may deem necessary:
(a). Provide for full disclosure of the existence of the special tax lien and any other assessment or special tax obligation applicable to the properties within the CFD (whether imposed by the City or any other public agency), including the principal amount of the special tax obligation and any other applicable assessment or special tax obligation, term of each of the assessment or special tax liens and the amount of the expected payments of the special taxes and the maximum authorized special tax.
(b). Disclose the option to prepay the special tax obligation or allow the special tax to pay for public facilities to be passed through to the purchaser of such property and the adjustment, if any, in the sales price of the homes or other property which will apply if the special tax lien is passed through. Provide the ability for the prospective purchaser to elect to exercise the option either to prepay the special tax obligation at the close of escrow or to have the special taxes 6 26529.00060\41134950.1
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included in the property taxes for the property. Such disclosure shall be placed in all sales brochures, all other on -site advertising and all purchase documents. (c). Specify in all disclosure documents the name, title, telephone number and address of a representative of the City as provided to the applicant who may be contacted by any prospective purchaser of property within the CFD for further information regarding the CFD and the special tax lien.
The applicant must agree to provide an original copy of all applicable disclosure documents to the City prior to initiating property sales.
Advance of Funds to Pay Formation and Issuance Costs.
Except for those applications for CFDs where the City is the applicant, all City and consultant costs incurred in the evaluation of applications and the proceedings to form a CFD and issue CFD Bonds therefore will be paid by the applicant by advance deposit with the City of moneys sufficient to pay all such costs.
Each application for the formation of a CFD shall be accompanied by an initial deposit in an amount to be determined by the City Manager to be adequate to fund the evaluation of the application and undertake the proceedings to form the CFD and issue the CFD Bonds therefore (collectively, the "Formation and Issuance Costs"). The City Manager may, in his or her sole discretion, permit an applicant to make periodic deposits to cover the Formation and Issuance Costs rather than a single lump sum deposit; provided, however, no such costs shall be incurred by the City in excess of the amount then on deposit for such purposes. If additional funds are required to pay the required Formation and Issuance Costs, the City Manager may make written demand upon the applicant for such additional funds and the applicant shall deposit such additional funds with the City within five (5) working days of the date of receipt of such demand. Upon the depletion of the funds deposited by applicant for Formation and Issuance Costs, all proceedings to form the CFD and/or issue the CFD Bonds shall be suspended until receipt by the City of such additional funds as the City Manager may demand.
The deposits shall be used by the City to pay for Formation and Issuance Costs incurred by the City incident to the evaluation of the application and the proceedings for the formation of the CFD and the issuance of the CFD Bonds therefore, including, but not limited to, legal, special tax consultant, engineering, appraisal, market absorption, financial advisor, administrative and staff costs and expenses, required notifications, printing and publication costs.
The City shall refund any unexpended portion of the deposits, after payment or provision for payment of all Formation and Issuance Costs previously incurred, upon the occurrence of one of the following events:
(a). The formation of the CFD and the issuance of the CFD Bonds; (b). The formation of the CFD or the issuance of the CFD Bonds is disapproved by the City Council;
(c). The proceedings for the formation of the CFD and the issuance of the CFD Bonds are abandoned at the written request of the applicant; or
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(d). The CFD Bonds may not be issued and sold.
Except as otherwise provided herein, the applicant shall be entitled to reimbursement of all amounts deposited with the City to pay for Formation and Issuance Costs upon the formation of the CFD and the successful issuance and sale of the CFD Bonds for the CFD. Any such reimbursement shall be payable solely from the proceeds of the CFD Bonds.
The City shall not accrue or pay interest on any moneys deposited with the City.
Selection of Consultants.
The City shall select, in its sole discretion, and retain all consultants necessary for the evaluation of any application and the proceedings for the formation of a CFD and the issuance of the special tax bonds therefore, including, but not limited to, special tax consultant, bond counsel, municipal advisor, underwriter, appraiser, and market absorption consultant after consultation with the applicant and consideration of any recommendations of the applicant.
Development Rights.
Properties proposed to be included in a CFD must have received such discretionary land use approvals as may, in the determination of the City, be necessary to enable the City to adequately evaluate the CFD including the properties to be included and the improvements proposed to be financed. The City will issue bonds secured by the levy of special taxes within a CFD only when: (i) the properties included within such CFD have received those applicable discretionary land use approvals which would permit the development of such properties consistent with the assumptions utilized in the development of the RMA of the special taxes for such CFD and (ii) applicable environmental review has been completed.
It is the policy of the City Council in granting approval for development such as zoning, specific plan or subdivision approval to grant such approval as a part of the City's ongoing planning and land use approval process. In granting such approval, the City reserves such rights as may be permitted by law to modify such approvals in the future as the City Council determines the public health, safety, welfare and interest may require. Such approval when granted is subject to a condition that the construction of any part of the development does not, standing alone, grant any rights to complete the development of the remainder of such development. Construction of public improvements to serve undeveloped land financed through a CFD shall not vest any rights to the then existing land use approvals for the property taxed for such improvements or to any particular level, type or intensity of development or use. Applicants for a CFD must provide an express acknowledgment of this policy and shall expressly waive on their behalf and on behalf of their successors and assigns any cause of action at law or in equity including, but not limited to, taking or damaging of property, for reassessment of property or denial of any right protected by USC Section 1983 which might be applicable to the properties to be assessed.
Application Procedure for CFD's.
Any application for the establishment of a CFD shall contain such information and be submitted in such form as the City Manager may require. In addition to such information as the City Manager may require, each application must contain:
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(a). Proof of authorization to submit the application on behalf of the owner of the property for which the application is submitted if the applicant is not the owner of such property; (b). Evidence satisfactory to the City Manager that the applicant represents or has the consent of the owners of not less than 67%, by area, of the property proposed to be subject to the levy of the special tax; and
(c). For any CFD proposed to finance improvements to benefit new development, a business plan for the development of the property within the proposed CFD and such additional financial information as the City Manager may deem necessary to adequately review the financial feasibility of the CFD. For any CFD proposed to finance improvements to benefit new development, the applicant must demonstrate to the satisfaction of the City Manager the ability of the owner of the property proposed to be developed to pay the special tax installments for the CFD and any other assessments, special taxes and ad valorem taxes on such property until full build out of the property.
It is the intention of the City Council that applicants for a CFD have an early opportunity to have the application reviewed by City staff for compliance with this policy. In that regard, the City Council may consider, but is not obligated, to create a CFD application review committee composed of such staff members and additional persons as the City Manager may deem necessary. The committee may meet with the applicant for the purpose of reviewing an application to form a CFD following the determination by the City Manager that the information contained in the application complies with the requirements of this policy. Following the review of such an application, the City Manager shall prepare and submit a report to the City Council containing the findings and recommendations of the committee regarding the application.
Following completion of the committee report, the City Manager shall place the application on the City Council agenda for review. After review of the application and consideration of the committee report, the City Council shall determine whether or not to approve the initiation of proceedings to form the CFD. The decision of the City Council pertaining to the application shall be final. 9 26529.00060\41134950.1
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INDIAN WELLS CITY COUNCIL
April 6, 2023
To: City Council
From: Finance Department
Prepared by: Kevin McCarthy, City Finance Director
Subject: Proceedings to Form Proposed Community Facilities District No. 2023-1 (Public Safety)
RECOMMENDED
ACTION:
Council ADOPTS Resolution of Intention with Respect to Formation of Proposed City of Indian Wells Community Facilities District No. 2023-1 (Public Safety).
SUMMARY:
The City of Indian Wells has identified the need to fund the continuing expansion of demand for additional municipal services associated with new development and population growth. In October 2021, the City began talks with the Owner and a Special Tax Consultant to assist in establishing Community Facilities District No. 2023-1 (Public Safety) ("CFD") to levy a special tax to fund Public Safety serving the new development.
The City has received a petition from Summit Developments, the owner and developer ("Owner') of Accessor Parcel Numbers (APNs): 633-150-087, 633-310-004, 633-310-013 and 633-310-026 (the "Property") requesting the formation of the proposed CFD to fund additional municipal services.
It is also anticipated that additional property will annex into the CFD at a future date. The future property expected to annex into the CFD includes, but is not limited to, Brixton IWC, the owner and developer of APNs: 633-310-021, 633-310-028, 633-310-035, 633- 410-045, 633-410-049 and 633-410-051; and Leo Cook, the owner, and developer of APN: 633-240-042.
APNs 633-310-014, 633-310-030, 633-310-032, 633-310-034, 633-410-036, 633-410- 041, 633-410-045, 633-410-046, 633-410-050, 633-410-052 are owned by the City of Indian Wells and are proposed to annex into the CFD. As a public agency, the City is not subject to the proposed special tax and intends to transfer ownership of the property to be included in the CFD to third parties. The property will be subject to a special tax once ownership is transferred to third parties.
City Council Meeting Agenda April 6, 2023
Approval of the resolution described above is the first step to establishing the proposed CFD for the Property. The resolution of intention:
• establishes the name of the CFD;
• approves the boundaries of the proposed CFD;
• specifies the services to be financed;
• specifies that special taxes will be levied on all parcels of taxable property in the proposed CFD to finance the services; and
• schedules a public hearing regarding the formation of the CFD.
Although the initial CFD will be established to serve property owned and under development by the Owner, several projects are already conditioned or are in the process of being conditioned to annex into the CFD once established. Once established, the Council will have the option to annex any future residential projects into the CFD.
The final steps for forming the proposed CFD will occur at the City Council meeting on June 1, 2023. The Mayor and the City Council will conduct a public hearing on such day and, following the public hearing, may adopt resolutions to form the proposed CFD, call a special election of qualified voters to approve the levy of special taxes, conduct a special election, and declare election results.
At the 2023 City Council Strategic Planning Session, Council authorized staff to move forward with the formation of the CFD to provide operational funding for public safety.
FISCAL IMPACT:
There is no fiscal impact on the City's general fund as the costs of the CFD formation proceedings are paid for from proceeds of deposits collected from the Owner to form the CFD. The ongoing administration costs will be paid from the levy and collection of the annual special taxes. The initial annual special tax rates for the CFD are proposed as follows:
• Permanent Residential Property: $388 per residential unit • Short -Term Residential Property: $291 per residential unit • Hotel Property: $277 per hotel room
• Retail Property: $0.67 per building square foot
• Other Non -Residential Property: $0.34 per building square foot An annual escalation factor will increase the maximum tax rates for each fiscal year. Long- term revenue projections will depend on the number, scale, and progress of new developments annexed into the CFD.
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ALTERNATIVES:
Council provides alternative direction to staff.
California Environmental Quality Act (CEOA):
This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that the resolution is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute a "project" as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.
ATTACHMENTS:
1. Resolution of Intention for CFD No. 2023-1 (Public Safety)
2. Indian Wells CFD No. 2023-1 (Public Safety) Boundary Map
City Council Meeting Agenda April 6, 2023
RESOLUTI ON NO. 2023-09
A RESOLUTI ON OF THE CI TY COUNCI L OF THE CI TY OF I NDI AN WELLS,
CALI FORNI A, DECLARI NG I TS I NTENTI ON TO ESTABLI SH COMMUNI TY FACI LI TI ES DI STRI CT NO. 2023-1 (PUBLIC SAFETY) OF THE CI TY OF
I NDI AN WELLS, COUNTY OF RI VERSI DE, STATE OF CALI FORNI A WHEREAS, the City Council (the "Oty Council") of the Oty of Indian Wells (the "Qty") has received written petitions from the owners (the "Owners") of certain real property within the City requesting that the Qty Council initiate proceedings for the formation of a community facilities district, pursuant to Chapter 2.5 (commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the California Government Code, commonly known as the "Mello -Roos Community Facilities Act of 1982" (the "Act") for the purpose of financing certain public services which are necessary to meet increased demands placed upon the City as a result of the development of real property within the territory to be included in the community facilities district (the "Services"); and WHEREAS, Section 53313 of the Act provides that a community facilities district may be established to finance certain types of services, including but not limited to the Services; and WHEREAS, the Owners are the owners of all of the property which is proposed to be included within the boundaries of the proposed community facilities district; and WHEREAS, pursuant to such petitions the Qty Council desires to initiate proceedings to consider the formation of a community facilities district which shall hereinafter be referred to as Community Facilities District No. 2023-1 (Public Safety) of the Qty of Indian Wells, County of Riverside, State of California" (the "CFD"); and
WHEREAS, the Act provides that the Qty Council may initiate proceedings to establish a community facilities district only if it has first considered and adopted local goals and policies concerning the use of community facilities districts; and WHEREAS, the Qty Council has heretofore established its Local Goals and Policies (the "Policy") for the use of the Act, and the proposed formation and Services comply with the Policy; and
WHEREAS, having received such petitions, the City Council is required to institute proceedings for the formation of the CFD by the adoption of a resolution of intention to initiate the proceedings for the establishment of the CFD, to set forth the boundaries for the CFD, to indicate the type of public services proposed to be financed by the CFD, to indicate the rate and method of apportionment of a special tax sufficient to finance the public services and the administration of the CFD, and to set a time and place for a public hearing relating to the establishment of the CFD; and
WHEREAS, portions of the land within the proposed community facilities district is currently owned by the City, a public agency. The Qty has stated pursuant to Section 53317(f) of the Act and to a separate certificate attached hereto as Exhibit "D" that the land is intended to be transferred to private ownership and will be subject to the special taxes on the same basis as private property in the proposed community facilities district and has affirmatively waived any ATTACHMENT #1
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City of Indian Wells
Resolution No. 2023-09
defense that it may have, as a result of public ownership, to any action to foreclose on such property in the event of non-payment of the special tax.
NOW THEREFORE, BE I T RESOLVED BY THE CI TY COU N CI L OF THE CI TY OF I N D I AN WELLS AS FOLLOWS:
Section 1. Recitals. The foregoing recitals are true and correct and the City Council hereby accepts the petition of the landowners to proceed with the formation of the CFD.
Section 2. Proposed Community Facilities District. A community facilities district is proposed to be established under the provisions of the Act. The name proposed for the CFD is "Community Facilities District No. 2023-1 (Public Safety)." Section 3. Description and Map of Boundaries. The boundaries of the CFD are shown on the map entitled "Map of Proposed Boundaries of Community Facilities District No. 2023-1 (Public Safety)" which is on file with the City aerk of the Oty Council (the "City Cerk"), and attached hereto as Exhibit "C' and incorporated herein by this reference. Said map is hereby approved and, pursuant to Section 3110 of the California Streets and Highways Code, the Oty Clerk shall, after conforming with the other requirements of Section 3111 of the California Streets and Highways Code, record the original of said map in the office of the City Clerk, and within 15 days of the adoption of this Resolution but not later than 15 days prior to the date of the public hearing set forth in Section 8 hereof shall file a copy of said boundary map with the County Clerk - Recorder of the County of Riverside.
Section 4. Types of Services; Incidental Expenses. It is the further intention of the City Council to finance the municipal services generally described in Exhibit "A" (the "Services") attached hereto and incorporated herein by this reference and all costs associated with the establishment of the CFD, administration thereof, the determination of the amount of any special taxes to be levied, the costs of collecting any special taxes, and costs otherwise incurred in order to carry out the authorized purposes of the CFD.
The City Council hereby finds and determines that the public interest will not be served by allowing the property owners in the CFD to enter a contract in accordance with Section 53329.5(a) of the Act.
Section 5. Special Taxes and Appropriations Limit. It is the intention of the City Council that, except where funds are otherwise available, a special tax sufficient to pay for the Services and related incidental expenses authorized by the Act, secured by the recordation of a continuing lien against all non-exempt real property in the CFD, shall be annually levied within the boundaries of the CFD pursuant to the Rate and Method (defined below).
Particulars as to the rate and method of apportionment of the proposed special tax are set forth in the attached Exhibit "B" (the "Rate and Method"), which is incorporated herein by this reference and which sets forth in sufficient detail the rate and method of apportionment of the special taxes to allow each landowner or resident within the proposed CFD to clearly estimate the maximum amount that such person will have to pay.
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Qty of Indian Wells
Resolution No. 2023-09
The special tax obligation for any parcel may not be prepaid.
Pursuant to Section 53340 of the Act, said special taxes shall be collected in the same manner and at the same time as ordinary ad valorem property taxes; provided however, that the CFD may collect special taxes at a different time or in a different manner if necessary to meet its financial obligations, and may covenant to foreclose and may actually foreclose on delinquent assessor's parcels as permitted by the Act.
Upon recordation of a notice of special tax lien pursuant to Section 3114.5 of the California Streets and Highways Code, a continuing lien to secure the levy of special taxes shall attach to all non-exempt real property in the CFD, and that lien shall continue in force and effect until the collection of the special taxes ceases. The City Council hereby finds that the provisions of Section 53313.6, 53313.7 and 53313.9 of the Act (relating to adjustments to ad valorem property taxes and schools financed by a community facilities district) are inapplicable to the proposed CFD.
Section 6. Exempt Properties. Pursuant to Section 53340 of the Act, and except as provided in Section 53317.3 of the Act, properties of entities of the state, federal, and local governments shall be exempt from the levy of special taxes. Additionally, the Rate and Method describes property exempt from the Special Tax for the CFD. If a portion of the property within the CFD becomes exempt for any reason, wholly or in part, from the levy of the Special Tax, the City Council will, on behalf of the CFD, increase the levy to the extent necessary upon the remaining property within the CFD that is not exempt in order to yield the annual expenses of the CFD, if any, subject to the provisions of the Rate and Method and the Act regarding limitations on maximum annual Special Tax rates and annual increases in the annual Special Tax levy.
Section 7. Necessity. It is further determined by the aty Council that the Services are necessary to meet increased demands and needs placed upon the aty as a result of development within the boundaries of the CFD.
Section 8. Hearing. A public hearing will be held by the City Council to consider the formation of the CFD, the proposed levy of special taxes therein, the proposed rate, method of appointment, and manner of collection of the special taxes, and all other matters as set forth in this Resolution at 1:30 p.m. on June 1, 2023 in the City Council Chamber, 44950 Eldorado Drive, Indian Wells, California 92210. At such hearing, any persons interested, including all taxpayers, property owners, and registered voters within the CFD, may appear and be heard, and the testimony of all interested persons or taxpayers for or against the establishment of the CFD and the levy of the special taxes, or the extent of the CFD, or the establishment of an appropriations limit therefor, or on any other matters set forth in this Resolution, will be heard and considered.
Any protests to the proposals in this Resolution may be made orally or in writing by any interested persons or taxpayers, except that any protests pertaining to the regularity or sufficiency of such proceedings shall be in writing and shall clearly set forth the irregularities and defects to which the objection is made. The City Council may waive any irregularities in the form or content of any written protest and at such public hearing may correct minor defects in such proceedings.
All written protests not presented in person by the protester at the public hearing shall be field with the City Clerk on or before the time fixed for the public hearing in order to be received and 26529.00060\41108293.1
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City of Indian Wells
Resolution No. 2023-09
considered. Any written protest may be withdrawn in writing at any time before the conclusion of such public hearing.
If fifty percent (50%) or more of the registered voters, or six registered voters, whichever is more, residing within the territory proposed to be included in the CFD and not exempt from the levy of special taxes, or the owners of one-half or more of the area of the land in said territory, file written protests against the formation of the CFD, and protests are not withdrawn so as to reduce the value of the protest to less than a majority, no further proceedings to create the CFD or to levy the specified special taxes shall be taken for a period of one year from the date of the decision of the City Council. If a majority of protests of the registered voters or of the landowners are only against the furnishing of a specified type or types of Services within the CFD, those types of Services will be eliminated from the resolution of formation establishing the CFD.
The public hearing may be continued from time to time, but shall be completed within thirty (30) days, except that if the City Council finds that the complexity of the CFD or the need for public participation requires additional time, the public hearing may be continued from time to time for a period not to exceed six (6) months.
At the conclusion of the public hearing, the City Council may abandon the proposed formation or may, after passing upon all protests, determine to proceed with establishing the CFD.
Section 9. Notice. The Qty Oerk shall publish a notice of the time and place of said public hearing as required by Section 53322 of the Act, and may also give notice of the time and place of said hearing by first-class mail to each registered voter and to each landowner within the proposed boundaries of the CFD as prescribed by Section 53322.4 of the Act. Said notice shall be published in a newspaper of general circulation within the boundaries of the CFD at least seven (7) days before the date of the public hearing, and may be mailed, first-class postage prepaid, to each owner of land and each registered voter residing within the boundaries of the CFD at least fifteen (15) days prior to the date of the public hearing, and shall contain the information required by said Section 53322.
Section 10. Report. The Qty Manager is hereby directed to study the CFD, and, at or before the time of said hearing, cause or cause to be made and then file a report or reports with the Qty Council containing a brief description of the Services by type which will in their opinion be required to adequately meet the needs of the new development expected to occur within the CFD and their estimates of the fair and reasonable cost of providing those Services, and the related incidental expenses to be incurred in connection therewith. Such report shall be submitted to the City Council for its review, shall be available for inspection by the public, and shall be made a part of the record of the public hearing to be held pursuant to Section 8 hereof.
Section 11 . Description of Voting Procedures. The voting procedures to be followed shall be pursuant to Section 53326 of the Act and pursuant to the applicable provisions of the California Election Code. If the City Council determines at the conclusion of the public hearing to proceed with the establishment of the CFD, it expects that the proposed voting will be by the landowners voting in accordance with the Act, as the Qty Council is informed that during the ninety (90) days prior to the date set for the hearing, there have been fewer than twelve (12) 26529.00060\41108293.1
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Resolution No. 2023-09
registered voters residing in the proposed boundaries of the CFD. The Oty Council hereby requires this information to be confirmed before ordering the election.
Section 12. This Resolution shall take effect from and after the date of its passage and adoption.
PASSED AND ADOPTED by the City Council of the City of Indian Wells, California, at a regular meeting held on this 6th day of April, 2023.
DONNA GRI FFI TH
MAYOR
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City of Indian Wells
Resolution No. 2023-09
CERTI Fl CATI ON FOR RESOLUTI ON NO. 2023-09
I, Angelica Avila, Qty Clerk of the City Council of the Qty of Indian Wells, California, DO HEREBY CERTI FY that the whole number of the members of the City Council is five (5); that the above and foregoing Resolution was duly and regularly passed and adopted at a regular meeting of the Qty Council of the Qty of Indian Wells on the 6th day of April, 2023, by the following vote:
AYES:
NOES:
ATTEST: APPROVED AS TO FORM:
ANGELI CA AVI LA TODD LEI SHMAN
CI TY CLERK CI TY ATTORNEY
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EXHIBITA
CI TY OF INDIAN WELLS
COMMUNI TY FACI LI TI ES DI STRI CT NO. 2032-1
(PUBLI C SAFETY)
Authorized Services
The Qty of Indian Wells (the "Qty") is establishing Community Facilities District No. 2023-1 (Public Safety) (the "CFD") to finance, in whole or in part, the following services ("services" shall have the meaning given to that term in the Mello -Roos Community Facilities Act of 1982 (the "Act")) which include administration expenses and collection for reserves. All services to be funded by the CFD are to be in addition to those provided before the CFD was created, and may not supplant services already available when the CFD was created.
Authorized Services:
The types of Qty services to be financed by the CFD ("Services") shall include, but are not limited to, police protection services, fire protection and suppression services, ambulance and paramedic services, maintenance of streets and roadways, maintenance and operation of street lights, parks, parkways and open space, and maintenance of public facilities, including any incidental expenses authorized by the Act, and any other miscellaneous or incidental services identified by the Qty necessary to provide the described Services herein.
Administrative Expenses:
In addition, the following costs will also be funded by the special taxes levied within the CFD.
1. Administrative Expenses including costs incurred to determine, levy and collect the special taxes, including compensation of City employees for administrative work performed in relation to the CFD and a proportionate amount of the Qty's general administrative overhead related thereto, the fees of consultants and legal counsel, the costs of collecting installments of the special taxes upon the general tax rolls, preparation of required reports, and any other costs incurred for the administration of the CFD by the Qty;
2. Any amounts needed for operating reserves and capital replacement reserves; and
3. Any amounts needed to cure actual or estimated delinquencies in special taxes for the current or previous fiscal years.
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EXHIBITB
CI TY OF INDIAN WELLS
COMMUNI TY FACI LI TI ES DI STRI CT NO. 2023-1
(PUBLI C SAFETY)
Rate and Method of Apportionment of Special Taxes
RATE AND METHOD OF
APPORTIONMENT OF SPECIAL TAX
For the City of Indian Wells Community Facilities District No. 2023-1 (Public Safety), County of Riverside, State of California
The Special Tax as hereinafter defined shall be levied on all Assessor's Parcels within the City of Indian Wells Community Facilities District No. 2023-1 (Public Safety), ("CFD 2023-1"), other than Assessor's Parcels classified as Exempt Property as defined herein and collected each Fiscal Year commencing in Fiscal Year 2023-24, in an amount determined by the CFD Administrator through the application of the procedures described below. All the real property within CFD 2023-1, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Act" means the Mello -Roos Communities Facilities Act of 1982 as amended, being Chapter 2.5, Part 1, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the following actual or reasonably estimated expenses related to the administration of CFD 2023-1: the costs of determining the amount of the levy of the Special Tax, the collection of Special Taxes, including the expenses of collecting delinquencies and pursuing foreclosures, the payment of a proportional share of salaries and benefits of any City employee and City overhead whose duties are directly related to the administration of CFD 2023- 1, fees and expenses for counsel, audits, costs associated with responding to public inquiries regarding CFD 2023-1, and any and all other costs incurred in connection with the administration of CFD 2023-1.
"Annual Escalation Factor" means the annual percentage increase of the All Urban Consumers Consumer Price Index ("CPI") or three percent (3%), whichever is greater. The annual CPI used shall be for the area of Los Angeles -Long Beach -Anaheim, CA as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31, or such other replacement index as may be determined by the City.
"Assessor's Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an assigned assessor's parcel number.
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"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by assessor's parcel number.
"Base Year" means Fiscal Year beginning July 1, 2023 and ending June 30, 2024. "Building Permit" means a permit issued for new construction of a residential dwelling or non- residential structure. For purposes of this definition, "Building Permit" shall not include permits for construction or installation of retaining walls, grading, utility improvements, or other such improvements not intended for human habitation or commercial activities. "Building Square Footage" or "Building Square Foot" means for Residential Property, all the square footage within the perimeter of a residential structure, not including any carport, walkway, garage, overhang, patio, enclosed patio, or similar area; and for Non -Residential Property, all the square footage within the perimeter of the non-residential structure, measured from outside wall to outside wall, not including space devoted to stairwells, basement storage, required corridors, public restrooms, elevator shafts, light courts, vehicle parking areas incidental thereto, mechanical equipment incidental to the operation of such building, and covered pedestrian circulation areas, including atriums, lobbies, plazas, patios, decks, arcades and similar areas, except such public circulation areas or portions thereof that are used solely for business purposes.
The determination of Building Square Footage shall be based on the Building Permit(s) issued for such structure and/or by reference to appropriate records kept by the City. "CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Special Tax Requirement and providing for the levy and collection of the Special Tax for CFD 2023-1.
"CFD 2023-1" means City of Indian Wells Community Facilities District No. 2023-1 (Public Safety) established by the City Council under the Act.
"City" means the City of Indian Wells.
"City Council" means the Council of the City of Indian Wells, acting as the legislative body of CFD 2023-1.
"County" means the County of Riverside.
"Developed Property" means an Assessor's Parcel of Taxable Property for which a Building Permit was issued on or before June 1 preceding the Fiscal Year for which the Special Tax is being levied. "Exempt Property" means all Assessor's Parcels within CFD 2023-1 that are exempt from the Special Tax pursuant to the Act or Section F herein.
"Fiscal Year" means the period commencing on July 1 of any year and ending the following June
30. "Hotel Property" means all Assessor's Parcels of Developed Property within CFD 2023-1 for which a Building Permit has been issued for purposes of constructing one or more non-residential buildings intended to provide accommodations, meals and other services for travelers and tourists.
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"Land Use Type" means any of the land use types listed in Table 1 below. "Maximum Special Tax" means the maximum Special Tax determined in accordance with Section C, which may be levied in any Fiscal Year on an Assessor's Parcel of Taxable Property. "Multi -Family Residential Property" means all Assessor's Parcels of Residential Property for which a Building Permit has been issued for the purpose of constructing a building or buildings comprised of attached Residential Units available for rental by the general public, not for sale to an end user, and under common management.
"Municipal Services" means those authorized services that may be funded by CFD 2023-1 pursuant to the Act, as amended including but not limited to fire protection and suppression services; ambulance and paramedic services; police protection services; maintenance of streets and roadways; maintenance and operation of street lights; maintenance of parks, parkways and open space; and maintenance of public facilities.
"Non -Residential Property" means any Assessor's Parcel classified as Developed Property, which is not classified as any, Residential Property, Public Property and Property Owner Association Property.
"Permanent Residential Property" means all Assessor's Parcels of Residential Property not classified as Short -Term Rental Property.
"Property Owner Association Property" means for each Fiscal Year any property within the boundaries of CFD 2023-1 that was owned by, or irrevocably dedicated as indicated in an instrument recorded with the County Recorder to a property owner association, including any master or sub -association, as of June 1.
"Proportionately" means in a manner such that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal for all Assessor's Parcels within each Land Use Class. "Public Property" means any property that is owned by, dedicated or irrevocably dedicated to a city, the federal government, the State of California, the County, or any other public agency (each, a "Public Entity"); provided, however, that any such property is leased by such a Public Entity to a private entity and is thereby subject to taxation pursuant to Section 53340.1 of the Act, such leasehold estate shall be classified and taxed according to the use thereof. "Residential Property" means Assessor's Parcels of Developed Property within CFD 2023-1 for which a Building Permit has been issued for purposes of constructing one or more Residential Unit(s).
"Residential Unit" means any residence in which a person or persons may live, which is not considered to be used for non-residential purposes.
"Short -Term Rental Property" means Assessor's Parcels of Residential Property intended for rental to the general public on a short-term basis.
"Special Tax" means the special tax authorized to be levied within CFD 2023-1 pursuant to the Act, to fund the Special Tax Requirement.
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"Special Tax Requirement" means the amount, as determined by the CFD Administrator, for any Fiscal Year to: (i) pay the costs of providing the Municipal Services during such Fiscal Year, (ii) pay Administrative Expenses associated with the Special Tax, (iii) establish or replenish any operational reserve fund established for Municipal Services, (iv) pay incidental expenses related to the Municipal Services as authorized pursuant to the Act, (v) fund an amount equal to a reasonable estimate of delinquencies expected to occur in the Fiscal Year in which the Special Tax will be levied ("Estimated Special Tax Delinquency Amount") and (vi) fund the shortfall, if any, in the Special Tax revenues collected in the preceding Fiscal Year necessary to fund the Special Tax Requirement for such Fiscal Year where such shortfall resulted from delinquencies in the payment of the Special Tax in such Fiscal Year that exceeded the Estimated Special Tax Delinquency Amount included in the Special Tax Requirement for such Fiscal Year. "Taxable Property" means all Assessor's Parcels that are not exempt from the Special Tax pursuant to the Act or Section F.
"Undeveloped Property" means an Assessor's Parcel of Taxable Property which is not classified as Developed Property.
B. CLASSIFICATION OF ASSESSOR'S PARCELS
Each Fiscal Year, beginning with Fiscal Year 2023-24, using the definitions above, each Assessor's Parcel within CFD 2023-1 shall be classified by the CFD Administrator as Taxable Property or Exempt Property. In addition, each such Fiscal Year, each Assessor's Parcel of Taxable Property shall be further classified by the CFD Administrator as Developed Property or Undeveloped Property. Commencing with Fiscal Year 2023-24 and for each subsequent Fiscal Year, all Taxable Property shall be assigned a Land Use Type and subject to the levy of the Special Tax pursuant to Section C below.
C. SPECIAL TAX RATES
1. Developed Property
Each Fiscal Year commencing in Fiscal Year 2023-24, each Assessor's Parcel of Developed Property shall be subject to the Special Tax.
The Maximum Special Tax for Developed Property for Fiscal Year 2023-24 is shown below in Table 1.
TABLE 1
Land Use Type
Maximum
Special Tax
Permanent Residential
Property
$388 per Residential
Unit
Short -Term Rental
Property
$291 per Residential
Unit
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Hotel Property
$277 per Hotel
Room
Retail Property
$0.67 per Building
Square Foot
Other Non -Residential
Property
$0.34 per Building
Square Foot
For each subsequent Fiscal Year following the Base Year, the Maximum Special Tax rates shall be increased from the Maximum Special Tax rate in effect for the prior Fiscal Year by the Annual Escalation Factor.
2. Undeveloped Property
Each Fiscal Year commencing in Fiscal Year 2023-24, each Assessor's Parcel classified as Undeveloped Property shall be exempt from the levy of the Special Tax.
3. Exempt Property
No Special Tax shall be levied on Exempt Property as defined in Section F.
For each Fiscal Year, if the use or ownership of an Assessor's Parcel or Exempt Property changes so that such Assessor's Parcel is no longer classified as one of the uses set forth in Section F, therefore making such Assessor's Parcel no longer eligible to be classified as Exempt Property, such Assessor's Parcel shall be deemed to be Taxable Property and shall be taxed pursuant to the provisions of Section C.
D. METHOD OF APPORTIONMENT OF SPECIAL TAX
Commencing in Fiscal Year 2023-24 and for each subsequent Fiscal Year, the CFD Administrator shall levy the Special Tax on all Taxable Property of CFD 2023-1 until the total amount of Special Tax levied equals the Special Tax Requirement. The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed Property within CFD 2023-1 up to 100% of the Maximum Special Tax to satisfy the Special Tax Requirement.
Notwithstanding any provision of this Section D to the contrary, under no circumstances will the Special Tax levied against any Assessor's Parcel of Developed Property that is classified as Residential Property be increased by more than ten percent (10%) per Fiscal Year as a consequence of delinquency or default in the payment of the Special Tax by the owner of any other Assessor's Parcel.
E. PREPAYMENT OF SPECIAL TAX
The Special Tax shall be levied in perpetuity for the purpose of financing ongoing authorized services and therefore may not be prepaid.
F. EXEMPTIONS
The City Council shall classify as Exempt Property: (i) Public Property, (ii) Property Owner Association Property, (iii) Assessor's Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, including but not limited to property designated for open space, trails, pathways, parks or park and recreation related facilities, and (iv) property reasonably B-5
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City Council Meeting Agenda April 6, 2023
designated by the City or CFD Administrator as Exempt Property due to deed restrictions, conservation easement, or similar factors.
G. APPEALS
Any property owner claiming that the amounts or application of the Special Tax is not correct may file a written notice of appeal with the CFD Administrator not later than twelve months after having paid the first installment of the Special Tax. The CFD Administrator shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the decision of the CFD Administrator requires that the Special Tax for an Assessor's Parcel be modified or changed in favor of the property owner, a cash refund shall not be made but an adjustment shall be made to the Special Tax on that Assessor's Parcel in the subsequent Fiscal Year(s) to compensate for the overpayment of the Special Tax.
H. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that the Special Tax may be billed and collected at a different time or in a different manner if necessary to meet the financial obligations of CFD 2023-1.
I. DURATION OF TAX
The Special Tax shall be levied in perpetuity to fund the Special Tax Requirement unless such tax is no longer required as determined by the City Council.
J. INTERPRETATION
The City may interpret, clarify, and revise this Rate and Method to correct any inconsistency, vagueness, or ambiguity, by resolution and/or ordinance, that does not create a material adverse effect on the levy and collection of the Special Tax.
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City Council Meeting Agenda April 6, 2023
EXHIBITC
CI TY OF I NDI AN WELLS
COMMUNI TY FACI LI TI ES DI STRI CT NO. 2023-1
(PUBLI C SAFETY)
Proposed Boundary Map
C-1
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City Council Meeting Agenda April 6, 2023
EXHIBITD
CI TY OF I NDI AN WELLS
COMMUNI TY FACI LI TI ES DI STRI CT NO. 2023-1
(PUBLI C SAFETY)
REPRESENTATI ON AS TO OW N ERSH I P OF PROPERTY
AND I NTENDED USE BY THE CI TY OF I NDI AN WELLS
The undersigned states and certifies as follows:
1. That they are the [City Manager/Mayor] of the City of Indian Wells and as such is authorized to sign this certificate.
2. That the City of Indian Wells is owner of the property described in Resolution No. of the City of Indian Wells in Exhibit C thereto (the "Property").
3. That the City of Indian Wells is a "landowner" within the provisions of Section 53317(f), that all of the Property is intended to be transferred to private ownership for development and as such the Property will be subject to the special taxes on the same basis as private property within the proposed community facilities district.
4. The City of Indian Wells hereby affirmatively waives any defense based on the fact of public ownership to any action to foreclose on the property in the event of non-payment of the special tax.
THE CITY OF I NDI AN WELLS
By:
Name:
Title:
D-1
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City Council Meeting Agenda April 6, 2023
MAP OF PROPOSED BOUNDARIES OF
COMMUNITY FACILITIES DISTRICT NO. 2023-1
(PUBLIC SAFETY)
CITY OF INDIAN WELLS
COUNTY OF RIVERSIDE
STATE OF CALIFORNIA
r
FRED WARING DR
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HWY 111
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Legend
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•
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Proposed Boundaries
City of Indian Wells Boundary
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•
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•
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•••
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es
FILED IN THE OFFICE OF THE CITY CLERK THIS
SHEET 1 OF 2
DAY OF ,20
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED BOUNDARIES OF COMMUNITY FACILITIES DISTRICT NO. 2023-1 (PUBLIC SAFETY), CITY OF INDIAN WELLS,
COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, WAS APPROVED BY THE CITY COUNCIL
OF THE CITY OF INDIAN WELLS, AT A REGULAR MEETING THEREOF, HELD ON THE DAY OF , 20 , BY ITS RESOLUTION
NO.
CITY CLERK
CITY OF INDIAN WELLS
FILED THIS DAY OF ,20 , AT THE HOUR
OF O'CLOCK , IN BOOK OF MAPS OF ASSESSMENT AND
COMMUNITY FACILITIES DISTRICT AT PAGE(S) , IN THE OFFICE OF THE COUNTY RECORDER, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA.
PETER ALDANA, ASSESSOR -COUNTY CLERK -RECORDER
BY DEPUTY
COUNTY RECORDER
COUNTY OF RIVERSIDE
STATE OF CALIFORNIA
THE LINES AND DIMMENSIONS OF EACH LOT OR PARCEL SHOWN ON THIS DIAGRAM SHALL
BE THOSE LINES AND DIMENSIONS AS SHOWN ON THE RIVERSIDE COUNTY ASSESSOR'S MAPS FOR THOSE PARCELS LISTED.
THE RIVERSIDE COUNTY ASSESSOR'S MAPS SHALL GOVERN FOR ALL DETAILS CONCERNING THE LINES AND DIMMENSIONS OF SUCH LOTS OR PARCELS.
W'wi LLDAN
ATTACHMENT #2
City Council Meeting Agenda April 6, 2023
MAP OF PROPOSED BOUNDARIES OF
COMMUNITY FACILITIES DISTRICT NO. 2023-1
(PUBLIC SAFETY)
CITY OF INDIAN WELLS
COUNTY OF RIVERSIDE
STATE OF CALIFORNIA
4 HWY 111
J
L
0 0
0 0
0 0
0 0
0 0
/
\ /
SHEET 2 OF 2
MAP REFERENCE
NUMBER
ASSESSOR'S PARCEL
NUMBER
1 633-150-077
2 633-150-087
3 633-310-004
4 633-310-013
5 633-310-026
Legend
Proposed Boundaries
Map ReferMr r' ce Nurrber
1I�W I LLDAN
City Council Meeting Agenda April 6, 2023
INDIAN WELLS CITY COUNCIL
April 6, 2023
To: City Council
From: Finance Department
Prepared by: Kevin McCarthy, City Finance Director
Subject: Proceedings to Establish Future Annexation to Proposed Community Facilities District No. 2023-1 (Public Safety)
RECOMMENDED
ACTION:
Council ADOPTS Resolution Intention to Annex Territory in the Future to Community Facilities District No. 2023-1 (Public Safety) of the City of Indian Wells, County of Riverside, State of California.
SUMMARY:
Prior to this agenda item, the City Council considered a resolution to establish the City of Indian Wells Community Facilities District No. 2023-1 (Public Safety) ("CFD") to address the need to provide funding for the continued demand for additional municipal services associated with new development and population growth. The proposed CFD is to assist in funding public safety cost increases related to future development throughout the community. Concurrent with establishing Community Facilities District No. 2023-1, the City wishes to develop a mechanism to annex additional property to the CFD as those projects begin development.
The City is in the process of establishing the CFD for the initial property owner Summit Developments, the owner and developer ("Owner") of Accessor Parcel Numbers (APNs):
633-150-087, 633-310-004, 633-310-013 and 633-310-026 (the "Formation Property") which requested the formation of the proposed CFD to fund additional municipal services.
It is anticipated that additional property will be annexed into the CFD at a future date.
Adopting the attached resolution begins the process of the City annexing the additional properties as needed. Future property anticipated to annex into the CFD includes, but is not limited to, Brixton IWC, the owner and developer of APNs: 633-310-021, 633-310- 028, 633-310-035, 633-410-045, 633-410-049 and 633-410-051; and Leo Cook, the owner, and developer of APN: 633-240-042 (the "Future Annexation Property"). It is important to note that the CFD encompasses currently vacant and undeveloped properties in Indian Wells.
City Council Meeting Agenda April 6, 2023
Approval of the resolution described above is the first step to establishing the proposed future annexation to the CFD for all Future Annexation Property. Establishing the ability to annex Future Annexation Property this evening will reduce the administrative burden on the City, City Counsel, and property owners wishing to develop in the City. The administrative burden is reduced because the "Mello -Roos Community Facilities Act of 1982," being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California (the "Act") which usually requires two meetings of the City Council (e.g., a resolution of intention meeting and then a second meeting to hold the public hearing) may be reduced to one meeting pursuant to Section 53339 of the Act. The City can eliminate the need to hold the public hearing upon adopting the future annexation procedures. Instead, with the unanimous consent of the owner or owners of any parcel proposed for annexation, the City can adopt a single resolution approving each annexation.
The final steps for establishing the future annexation to the CFD will occur at the City Council meeting on June 1, 2023. The Mayor and the City Council will conduct a public hearing on such day and, following the public hearing may adopt a resolution to form the future annexation area of the CFD.
FISCAL IMPACT:
There is no fiscal impact on the City's general fund as the costs of the future annexation proceeding are paid for from proceeds of deposits collected from the Owner to form the CFD. The future costs of annexing property to the CFD and the ongoing administration costs will be paid from property owner deposits and the levy and collection of the annual special taxes collected from future annexation property.
The future annexation special taxes are expected to be the same as the initial annual special tax rates for the Formation Property, creating the CFD. However, if the actual cost of providing the services to property within the proposed future annexation area is higher or lower than the cost of providing such services within the existing CFD, a higher or lower special tax may be levied within such territory subject to the unanimous approval and election of the owner or owners of such property. In any such circumstance, the rate and method of apportionment may be revised to reflect the higher or lower special tax, as applicable. The existing special tax rates are proposed as follows:
• Permanent Residential Property: $388 per residential unit • Short -Term Residential Property: $291 per residential unit • Hotel Property: $277 per hotel room
• Retail Property: $0.67 per building square foot
• Other Non -Residential Property: $0.34 per building square foot
City Council Meeting Agenda April 6, 2023
An annual escalation factor will increase the maximum tax rates for each fiscal year.
Long-term revenue projections will depend on the number, scale, and progress of new developments annexed into the CFD.
ALTERNATIVES:
Council provides alternative direction to staff.
California Environmental Quality Act (CEQA):
This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that the resolution is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute a "project" as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.
ATTACHMENTS:
1. Resolution of Intention Declaring Future Annexation to CFD No. 2023-1 (Public Safety)
2. Indian Wells CFD No. 2023-1 (Public Safety) Future Annexation Boundary Map
City Council Meeting Agenda April 6, 2023
RESOLUTI ON NO. 2023-10
A RESOLUTI ON OF THE CI TY COUNCI L OF THE CI TY OF I NDI AN WELLS,
CALI FORNI A, DECLARING I NTENTI ON TO ANNEX TERRI TORY I N THE FUTURE TO COMMUNITY FACI LI TI ES DI STRI CT NO. 2023-1 (PUBLI C
SAFETY) OF THE CI TY OF I NDI AN WELLS, COUNTY OF RI VERSI DE,
STATE OF CALI FORN I A
WHEREAS, the City Council (the "City Council") of the Qty of Indian Wells (the "City") desires to provide the authorization to annex territory in the future to a community facilities district pursuant to the terms and provisions of the "Mello -Roos Community Facilities Act of 1982," being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California (the "Act"), and specifically Article 3.5 thereof. The community facilities district has been designated as Community Facilities District No. 2023-01 (Public Safety) of the Qty of Indian Wells, County of Riverside, State of California (the "CFD"); and WHEREAS, it is determined to be within the public interest and convenience to establish a procedure to allow and provide for future annexations to the CFD and further to specify the amount of special tax that would be levied and set forth the terms and conditions for certification of any annexation in the future; and
WHEREAS, the territory proposed to be annexed in the future shall be known and designated as Future Annexation Area Community Facilities District No. 2023-01 (the "Future Annexation Area"), and a map designated as "Future Annexation Area to Community Facilities District No. 2023-01 (Public Safety), Qty of Indian Wells, County of Riverside, State of California" showing the territory proposed to be annexed in the future is on file in the Office of the City Clerk and shall be kept with the transcript of these proceedings and attached hereto as Exhibit "C' and incorporated by this reference.
NOW, THEREFORE, BE I T RESOLVED BY THE CI TY COUNCI L OF THE CI TY OF I NDI AN WELLS AS FOLLOWS:
Section 1. Recitals. The above recitals are all true and correct and incorporated herein by this reference.
Section 2. Authorization. These proceedings for future annexations are authorized and initiated by this legislative body pursuant to the authorization of the Act and specifically Section 53339.2 of the Government Code of the State of California.
Section 3. Public Convenience and Necessity. This City Council hereby determines that the public convenience and necessity requires a procedure to allow and authorize territory to be annexed in the future to the CFD in order to finance the costs and expenses for the authorized services.
Section 4. Boundaries of the CFD and Territory Proposed to be Annexed in the Future.
A general description of the territory included in the CFD is hereinafter described as follows:
All that property and territory as previously included within the CFD, as said property was shown on a map designated as "Map of 26529.00060\41115032.1
ATTACHMENT #1
City Council Meeting Agenda April 6, 2023
Qty of Indian Wells
Resolution No. 2023-10
Proposed Boundaries of Community Facilities District No. 2023-01 (Public Safety), Qty of Indian Wells, County of Riverside, State of California," a copy of which is on file in the Office of the City aerk and shall remain open for public inspection.
A description of the boundaries and territory proposed to be annexed in the future is as follows:
All that property and territory proposed to be annexed in the future to the CFD, as said property is shown on the map designated as "Future Annexation Area to Community Facilities District No. 2023- 01 (Public Safety), Qty of Indian Wells, County of Riverside, State of California," a copy of which is on file in the Office of the Qty aerk and shall remain open for public inspection.
Future annexation proceedings may only be completed with the unanimous consent of the owner or owners of any parcel proposed for annexation.
Section 5. Name of the CFD and Future Annexation Area. The name of the CFD is "Community Facilities District No. 2023-01 (Public Safety) of the aty of Indian Wells, County of Riverside, State of California" and the designation for the Future Annexation Area shall be Future Annexation Area, Community Facilities District No. 2023-01 (Public Safety).
Section 6. Authorized Services. The types of services to be financed from the levy of the special tax in the CFD, including the Future Annexation Area, are those described in Exhibit "A" attached hereto which is incorporated herein by this reference ("Authorized Services").
The Authorized Services to be financed by the levy of special taxes to be levied on specific territory within the Future Annexation Area to be annexed to the CFD may include some or all of such Authorized Services or may include alternatives to the Authorized Services.
The Authorized Services shall to the maximum extent practicable, taking into account budgetary and operational demands of the aty, be provided in common within the CFD and the Future Annexation Area.
The aty Council finds that the Authorized Services described in this Section 6 hereof are necessary to meet increased demands placed upon the Qty as a result of new development occurring within the boundaries of the CFD and the Future Annexation Area.
Section 7. Special Tax. It is hereby further proposed that, except where funds are otherwise available, a special tax sufficient to finance the Authorized Services (the "Special Tax") to be provided in the territory of the Future Annexation Area upon the annexation of such territory to the CFD and related incidental expenses authorized by the Act, secured by recordation of a continuing lien against all non-exempt real property in the Future Annexation Area that annexes to the CFD, will be levied annually within the boundaries of the territory within the Future Annexation Area upon the annexation of such territory to the CFD. For further particulars as to the rates and method of apportionment of the proposed Special Tax, reference is made to the 26529.00060\41115032.1
City Council Meeting Agenda April 6, 2023
Qty of Indian Wells
Resolution No. 2023-10
attached and incorporated Exhibit "B" (the "Rate and Method"), which sets forth in sufficient detail the rate and method of apportionment of the Special Tax to allow each landowner or resident within the territory in proposed Future Annexation Area to clearly estimate the maximum amount of the Special Tax that such person will have to pay for the Authorized Services upon the annexation of such territory to the CFD. The Special Tax may not be prepaid.
Notwithstanding the foregoing, if the actual cost of providing Authorized Services to territory within any territory within the proposed Future Annexation Area is higher or lower than the cost of providing such services within the existing CFD, a higher or lower special tax may be levied within such territory subject to the unanimous approval and election of the owner or owners of such territory. In any such circumstance, the Rate and Method may be revised to reflect the higher or lower special tax, as applicable.
The Special Tax herein authorized, to the extent possible, shall be collected in the same manner as ad valorem property taxes or in such other manner as this City Council or its designee shall determine, including direct billing of the affected property owners. Such Special Tax shall be subject to the same penalties, procedure, sale and lien priority in any case of delinquency as applicable for ad valorem taxes. Any Special Tax that may not be collected on the County tax roll shall be collected through a direct billing procedure by the City.
Pursuant to Government Code Section 53340 and except as provided in Government Code Section 53317.3, properties of entities of the state, federal, and local governments shall be exempt from the levy of the Special Tax.
Section 8. Effective Date of Future Annexation. Annexation of territory in the future shall be effective upon the unanimous approval and election of the owner or owners of any such parcel authorizing the levy of the Special Tax upon such parcel following the annexation of such parcel to the CFD, and no further public hearings or additional proceedings will be required to accomplish such annexation.
Section 9. Public Hearing. NOTICE IS GIVEN THAT ON JUNE 1, 2023 at 1:30 PM, IN THE REGULAR MEET! NG PLACE OF THE CI TY COUNCI L BEI NG 44950 ELDORADO DRI VE, I NDI AN WELLS, CALI FORNI A 92210 OR VI A TELECONFERENCE AS MAY BE DI RECTED BY THE CI TY DUE TO COVI D-19 SOCIAL DISTANCING GUI DELI NES, A PUBLIC HEARING WILL BE HELD WHERE
THIS CITY COUNCIL WILL CONSIDER THE ANNEXATION OF CERTAIN TERRITORY IN THE
FUTURE TO THE CFD, THE PROPOSED RATE AND METHOD OF APPORTIONMENT OF THE
SPECIAL TAX TO BE LEVI ED WI THI N SAI D PROPOSED FUTURE ANNEXATI ON AREA AND ALL OTHER MATTERS AS SET FORTH I N THIS RESOLUTION OF ! NTENTI ON. ANY ! NTERESTED
PERSONS MAY APPEAR AND BE HEARD, AND WRITTEN PROTESTS SHALL BE FI LED ON OR BEFORE THE TI ME FI XED FOR THE PUBLI C HEARI NG.
Section 10. Notice. Notice of the time and place of the public hearing shall be given by the City Clerk by causing the publication of a Notice of Public Hearing in the legally designated newspaper of general circulation, such publication pursuant to Section 6061 of the Government Code, with such publication to be completed at least seven (7) days prior to the date set for the public hearing.
26529.00060\41115032.1
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Resolution No. 2023-10
Section 1 1 . Effective Date. This resolution shall become effective upon its adoption.
PASSED AND ADOPTED by the City Council of the City of Indian Wells, California, at a regular meeting held on this 6th day of April, 2023.
DONNA GRI FFI TH
MAYOR
CERTI Fl CATI ON FOR RESOLUTI ON NO. 2023-10
I, Angelica Avila, Oty Clerk of the Qty Council of the Qty of Indian Wells, California, DO HEREBY CERTI FY that the whole number of the members of the Oty Council is five (5); that the above and foregoing Resolution was duly and regularly passed and adopted at a regular meeting of the Qty Council of the Qty of Indian Wells on the 6th day of April, 2023, by the following vote:
AYES:
NOES:
ATTEST: APPROVED AS TO FORM:
ANGELI CA AVI LA TODD LEI SHMAN
CI TY CLERK CI TY ATTORNEY
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City Council Meeting Agenda April 6, 2023
EXHIBIT"A"
CI TY OF INDIAN WELLS
COMMUNI TY FACI LI TI ES DI STRI CT NO. 2032-1
(PUBLI C SAFETY)
Authorized Services
The Qty of Indian Wells (the "Qty") is establishing Community Facilities District No. 2023-1 (Public Safety) (the "CFD") to finance, in whole or in part, the following services ("services" shall have the meaning given to that term in the Mello -Roos Community Facilities Act of 1982 (the "Act")) which include administration expenses and collection for reserves. All services to be funded by the CFD are to be in addition to those provided before the CFD was created, and may not supplant services already available when the CFD was created.
Authorized Services:
The types of Qty services to be financed by the CFD ("Services") shall include, but are not limited to, police protection services, fire protection and suppression services, ambulance and paramedic services, maintenance of streets and roadways, maintenance and operation of street lights, parks, parkways and open space, and maintenance of public facilities, including any incidental expenses authorized by the Act, and any other miscellaneous or incidental services identified by the City necessary to provide the described Services herein.
Administrative Expenses:
I n addition, the following costs will also be funded by the special taxes levied within the CFD.
1. Administrative Expenses including costs incurred to determine, levy and collect the special taxes, including compensation of City employees for administrative work performed in relation to the CFD and a proportionate amount of the Qty's general administrative overhead related thereto, the fees of consultants and legal counsel, the costs of collecting installments of the special taxes upon the general tax rolls, preparation of required reports, and any other costs incurred for the administration of the CFD by the Qty;
2. Any amounts needed for operating reserves and capital replacement reserves; and
3. Any amounts needed to cure actual or estimated delinquencies in special taxes for the current or previous fiscal years.
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City Council Meeting Agenda April 6, 2023
EXHIBIT"B"
CI TY OF INDIAN WELLS
COMMUNITY FACI LI TI ES DI STRI CT NO. 2023-1
(PUBLI C SAFETY)
Rate and Method of Apportionment of Special Taxes
RATE AND METHOD OF
APPORTIONMENT OF SPECIAL TAX
For the City of Indian Wells Community Facilities District No. 2023-1 (Public Safety), County of Riverside, State of California
The Special Tax as hereinafter defined shall be levied on all Assessor's Parcels within the City of Indian Wells Community Facilities District No. 2023-1 (Public Safety), ("CFD 2023-1"), other than Assessor's Parcels classified as Exempt Property as defined herein and collected each Fiscal Year commencing in Fiscal Year 2023-24, in an amount determined by the CFD Administrator through the application of the procedures described below. All the real property within CFD 2023-1, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Act" means the Mello -Roos Communities Facilities Act of 1982 as amended, being Chapter 2.5, Part 1, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the following actual or reasonably estimated expenses related to the administration of CFD 2023-1: the costs of determining the amount of the levy of the Special Tax, the collection of Special Taxes, including the expenses of collecting delinquencies and pursuing foreclosures, the payment of a proportional share of salaries and benefits of any City employee and City overhead whose duties are directly related to the administration of CFD 2023- 1, fees and expenses for counsel, audits, costs associated with responding to public inquiries regarding CFD 2023-1, and any and all other costs incurred in connection with the administration of CFD 2023-1.
"Annual Escalation Factor" means the annual percentage increase of the All Urban Consumers Consumer Price Index ("CPI") or three percent (3%), whichever is greater. The annual CPI used shall be for the area of Los Angeles -Long Beach -Anaheim, CA as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31, or such other replacement index as may be determined by the City.
"Assessor's Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an assigned assessor's parcel number.
B-1
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City Council Meeting Agenda April 6, 2023
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by assessor's parcel number.
"Base Year" means Fiscal Year beginning July 1, 2023 and ending June 30, 2024. "Building Permit" means a permit issued for new construction of a residential dwelling or non- residential structure. For purposes of this definition, "Building Permit" shall not include permits for construction or installation of retaining walls, grading, utility improvements, or other such improvements not intended for human habitation or commercial activities. "Building Square Footage" or "Building Square Foot" means for Residential Property, all the square footage within the perimeter of a residential structure, not including any carport, walkway, garage, overhang, patio, enclosed patio, or similar area; and for Non -Residential Property, all the square footage within the perimeter of the non-residential structure, measured from outside wall to outside wall, not including space devoted to stairwells, basement storage, required corridors, public restrooms, elevator shafts, light courts, vehicle parking areas incidental thereto, mechanical equipment incidental to the operation of such building, and covered pedestrian circulation areas, including atriums, lobbies, plazas, patios, decks, arcades and similar areas, except such public circulation areas or portions thereof that are used solely for business purposes.
The determination of Building Square Footage shall be based on the Building Permit(s) issued for such structure and/or by reference to appropriate records kept by the City. "CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Special Tax Requirement and providing for the levy and collection of the Special Tax for CFD 2023-1.
"CFD 2023-1" means City of Indian Wells Community Facilities District No. 2023-1 (Public Safety) established by the City Council under the Act.
"City" means the City of Indian Wells.
"City Council" means the Council of the City of Indian Wells, acting as the legislative body of CFD 2023-1.
"County" means the County of Riverside.
"Developed Property" means an Assessor's Parcel of Taxable Property for which a Building Permit was issued on or before June 1 preceding the Fiscal Year for which the Special Tax is being levied. "Exempt Property" means all Assessor's Parcels within CFD 2023-1 that are exempt from the Special Tax pursuant to the Act or Section F herein.
"Fiscal Year" means the period commencing on July 1 of any year and ending the following June
30. "Hotel Property" means all Assessor's Parcels of Developed Property within CFD 2023-1 for which a Building Permit has been issued for purposes of constructing one or more non-residential buildings intended to provide accommodations, meals and other services for travelers and tourists.
B-2
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City Council Meeting Agenda April 6, 2023
"Land Use Type" means any of the land use types listed in Table 1 below. "Maximum Special Tax" means the maximum Special Tax determined in accordance with Section C, which may be levied in any Fiscal Year on an Assessor's Parcel of Taxable Property. "Multi -Family Residential Property" means all Assessor's Parcels of Residential Property for which a Building Permit has been issued for the purpose of constructing a building or buildings comprised of attached Residential Units available for rental by the general public, not for sale to an end user, and under common management.
"Municipal Services" means those authorized services that may be funded by CFD 2023-1 pursuant to the Act, as amended including but not limited to fire protection and suppression services; ambulance and paramedic services; police protection services; maintenance of streets and roadways; maintenance and operation of street lights; maintenance of parks, parkways and open space; and maintenance of public facilities.
"Non -Residential Property" means any Assessor's Parcel classified as Developed Property, which is not classified as any, Residential Property, Public Property and Property Owner Association Property.
"Permanent Residential Property" means all Assessor's Parcels of Residential Property not classified as Short -Term Rental Property.
"Property Owner Association Property" means for each Fiscal Year any property within the boundaries of CFD 2023-1 that was owned by, or irrevocably dedicated as indicated in an instrument recorded with the County Recorder to a property owner association, including any master or sub -association, as of June 1.
"Proportionately" means in a manner such that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal for all Assessor's Parcels within each Land Use Class. "Public Property" means any property that is owned by, dedicated or irrevocably dedicated to a city, the federal government, the State of California, the County, or any other public agency (each, a "Public Entity"); provided, however, that any such property is leased by such a Public Entity to a private entity and is thereby subject to taxation pursuant to Section 53340.1 of the Act, such leasehold estate shall be classified and taxed according to the use thereof. "Residential Property" means Assessor's Parcels of Developed Property within CFD 2023-1 for which a Building Permit has been issued for purposes of constructing one or more Residential Unit(s).
"Residential Unit" means any residence in which a person or persons may live, which is not considered to be used for non-residential purposes.
"Short -Term Rental Property" means Assessor's Parcels of Residential Property intended for rental to the general public on a short-term basis.
"Special Tax" means the special tax authorized to be levied within CFD 2023-1 pursuant to the Act, to fund the Special Tax Requirement.
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City Council Meeting Agenda April 6, 2023
"Special Tax Requirement" means the amount, as determined by the CFD Administrator, for any Fiscal Year to: (i) pay the costs of providing the Municipal Services during such Fiscal Year, (ii) pay Administrative Expenses associated with the Special Tax, (iii) establish or replenish any operational reserve fund established for Municipal Services, (iv) pay incidental expenses related to the Municipal Services as authorized pursuant to the Act, (v) fund an amount equal to a reasonable estimate of delinquencies expected to occur in the Fiscal Year in which the Special Tax will be levied ("Estimated Special Tax Delinquency Amount") and (vi) fund the shortfall, if any, in the Special Tax revenues collected in the preceding Fiscal Year necessary to fund the Special Tax Requirement for such Fiscal Year where such shortfall resulted from delinquencies in the payment of the Special Tax in such Fiscal Year that exceeded the Estimated Special Tax Delinquency Amount included in the Special Tax Requirement for such Fiscal Year. "Taxable Property" means all Assessor's Parcels that are not exempt from the Special Tax pursuant to the Act or Section F.
"Undeveloped Property" means an Assessor's Parcel of Taxable Property which is not classified as Developed Property.
B. CLASSIFICATION OF ASSESSOR'S PARCELS
Each Fiscal Year, beginning with Fiscal Year 2023-24, using the definitions above, each Assessor's Parcel within CFD 2023-1 shall be classified by the CFD Administrator as Taxable Property or Exempt Property. In addition, each such Fiscal Year, each Assessor's Parcel of Taxable Property shall be further classified by the CFD Administrator as Developed Property or Undeveloped Property. Commencing with Fiscal Year 2023-24 and for each subsequent Fiscal Year, all Taxable Property shall be assigned a Land Use Type and subject to the levy of the Special Tax pursuant to Section C below.
C. SPECIAL TAX RATES
1. Developed Property
Each Fiscal Year commencing in Fiscal Year 2023-24, each Assessor's Parcel of Developed Property shall be subject to the Special Tax.
The Maximum Special Tax for Developed Property for Fiscal Year 2023-24 is shown below in Table 1.
TABLE 1
Land Use Type
Maximum
Special Tax
Permanent Residential
Property
$388 per Residential
Unit
Short -Term Rental
Property
$291 per Residential
Unit
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City Council Meeting Agenda April 6, 2023
Hotel Property
$277 per Hotel
Room
Retail Property
$0.67 per Building
Square Foot
Other Non -Residential
Property
$0.34 per Building
Square Foot
For each subsequent Fiscal Year following the Base Year, the Maximum Special Tax rates shall be increased from the Maximum Special Tax rate in effect for the prior Fiscal Year by the Annual Escalation Factor.
2. Undeveloped Property
Each Fiscal Year commencing in Fiscal Year 2023-24, each Assessor's Parcel classified as Undeveloped Property shall be exempt from the levy of the Special Tax.
3. Exempt Property
No Special Tax shall be levied on Exempt Property as defined in Section F.
For each Fiscal Year, if the use or ownership of an Assessor's Parcel or Exempt Property changes so that such Assessor's Parcel is no longer classified as one of the uses set forth in Section F, therefore making such Assessor's Parcel no longer eligible to be classified as Exempt Property, such Assessor's Parcel shall be deemed to be Taxable Property and shall be taxed pursuant to the provisions of Section C.
D. METHOD OF APPORTIONMENT OF SPECIAL TAX
Commencing in Fiscal Year 2023-24 and for each subsequent Fiscal Year, the CFD Administrator shall levy the Special Tax on all Taxable Property of CFD 2023-1 until the total amount of Special Tax levied equals the Special Tax Requirement. The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed Property within CFD 2023-1 up to 100% of the Maximum Special Tax to satisfy the Special Tax Requirement.
Notwithstanding any provision of this Section D to the contrary, under no circumstances will the Special Tax levied against any Assessor's Parcel of Developed Property that is classified as Residential Property be increased by more than ten percent (10%) per Fiscal Year as a consequence of delinquency or default in the payment of the Special Tax by the owner of any other Assessor's Parcel.
E. PREPAYMENT OF SPECIAL TAX
The Special Tax shall be levied in perpetuity for the purpose of financing ongoing authorized services and therefore may not be prepaid.
F. EXEMPTIONS
The City Council shall classify as Exempt Property: (i) Public Property, (ii) Property Owner Association Property, (iii) Assessor's Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, including but not limited to property designated for open space, trails, pathways, parks or park and recreation related facilities, and (iv) property reasonably B-5
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City Council Meeting Agenda April 6, 2023
designated by the City or CFD Administrator as Exempt Property due to deed restrictions, conservation easement, or similar factors.
G. APPEALS
Any property owner claiming that the amounts or application of the Special Tax is not correct may file a written notice of appeal with the CFD Administrator not later than twelve months after having paid the first installment of the Special Tax. The CFD Administrator shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the decision of the CFD Administrator requires that the Special Tax for an Assessor's Parcel be modified or changed in favor of the property owner, a cash refund shall not be made but an adjustment shall be made to the Special Tax on that Assessor's Parcel in the subsequent Fiscal Year(s) to compensate for the overpayment of the Special Tax.
H. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that the Special Tax may be billed and collected at a different time or in a different manner if necessary to meet the financial obligations of CFD 2023-1.
I. DURATION OF TAX
The Special Tax shall be levied in perpetuity to fund the Special Tax Requirement unless such tax is no longer required as determined by the City Council.
J. INTERPRETATION
The City may interpret, clarify, and revise this Rate and Method to correct any inconsistency, vagueness, or ambiguity, by resolution and/or ordinance, that does not create a material adverse effect on the levy and collection of the Special Tax.
B-6
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City Council Meeting Agenda April 6, 2023
EXHIBIT"C
CI TY OF INDIAN WELLS
COMMUNI TY FACI LI TI ES DI STRI CT NO. 2023-1
(PUBLI C SAFETY)
Proposed Future Annexation Boundary Map
City Council Meeting Agenda April 6, 2023
SHEET 1 OF 2
FUTURE ANNEXATION AREA TO
COMMUNITY FACILITIES DISTRICT NO. 2023-1
(PUBLIC SAFETY)
CITY OF INDIAN WELLS
COUNTY OF RIVERSIDE
STATE OF CALIFORNIA
r
FRED WARING DR
a
r
IP
gm
Olt
a
HWY 111
alliMMEMPMElia
r
•.
.•
•
••.
.•
.•
ATTACHMENT #2
FILED IN THE OFFICE OF THE CITY CLERK THIS
DAY OF ,20
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED BOUNDARIES OF THE FUTURE ANNEXATION AREA OF COMMUNITY FACILITIES DISTRICT NO. 2023-1 (PUBLIC SAFETY),
CITY OF INDIAN WELLS, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, WAS APPROVED BY THE CITY COUNCIL
OF THE CITY OF INDIAN WELLS, ATA REGULAR MEETING THEREOF, HELD ON THE DAY OF , 20 , BY ITS RESOLUTION
NO.
CITY CLERK
CITY OF INDIAN WELLS
FILED THIS DAY OF ,20 , AT THE HOUR
OF O'CLOCK , IN BOOK OF MAPS OF ASSESSMENT AND
COMMUNITY FACILITIES DISTRICT AT PAGE(S) , IN THE OFFICE OF THE COUNTY RECORDER, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA.
PETER ALDANA, ASSESSOR -COUNTY CLERK -RECORDER
BY DEPUTY
COUNTY RECORDER
COUNTY OF RIVERSIDE
STATE OF CALIFORNIA
THE LINES AND DIMMENSIONS OF EACH LOT OR PARCEL SHOWN ON THIS DIAGRAM SHALL
BE THOSE LINES AND DIMENSIONS AS SHOWN ON THE RIVERSIDE COUNTY ASSESSOR'S MAPS FOR THOSE PARCELS LISTED.
THE RIVERSIDE COUNTY ASSESSOR'S MAPS SHALL GOVERN FOR ALL DETAILS CONCERNING THE LINES AND DIMMENSIONS OF SUCH LOTS OR PARCELS.
Legend
11 ill
Existing CFD Territory
Future Annexation Area to Community Facilities District No. 2023-1 (Public Safety) ti
City of Indian Wells Boundary
W'wi LLDAN
City Council Meeting Agenda April 6, 2023
FUTURE ANNEXATION AREA TO
COMMUNITY FACILITIES DISTRICT NO. 2023-1
(PUBLIC SAFETY)
CITY OF INDIAN WELLS
COUNTY OF RIVERSIDE
STATE OF CALIFORNIA
y
City of Indian Wells Boundary
SHEET 2 OF 2
EXISTING CFD TERRITORY
MAP REFERENCE
NUMBER
ASSESSOR'S
PARCEL
NUMBER
1 633-150-077
2 633-150-087
3 633-310-004
4 633-310-013
5 633-310-026
FUTURE ANNEXATION AREA
MAP REFERENCE
NUMBER
ASSESSOR'S
PARCEL
NUMBER
1 633-150-044
2 633-150-071
3 633-240-042
4 633-310-014
5 633-310-021
6 633-310-028
7 633-310-030
8 633-310-032
9 633-310-034
10 633-310-035
11 633-410-036
12 633-410-041
13 633-410-045
14 633-410-046
15 633-410-049
16 633-410-050
17 633-410-051
18 633-410-052
19 633-890-026
W'wi LLDAN
City Council Meeting Agenda April 6, 2023
INDIAN WELLS CITY COUNCIL
April 6, 2023
To: City Council
From: Finance Department
Prepared by: Kevin McCarthy, City Finance Director
Subject: Resolution Initiating Proceedings and Preliminarily Approving the Annual Levy Report for Indian Wells Street Lighting District No. 2000-1 for Fiscal Year 2023-24
RECOMMENDED ACTION:
Council ADOPTS Resolution initiating proceedings for annual levy of assessments and declaring its intention to levy annual assessments for the Indian Wells Street Lighting District No. 2000-1 for Fiscal Year 2023-24, pursuant to the provisions of Part 2 of Division 15 of the California Streets and Highway Code; and
SCHEDULES a noticed Public Hearing on May 18, 2023, at 1:30 p.m. to hear public testimony on the proposed levy; and
ADOPTS Resolution preliminarily approving the annual engineer's report regarding the Indian Wells Street Lighting District No. 2000-1 and the levy and collection of assessments for the Fiscal Year 2023-24 pursuant to the provisions of the Benefit Assessment Act of 1982; and
ADOPTS Resolution preliminarily approving the annual engineer's report regarding the Indian Wells Street Lighting District No. 2000-1 for Fiscal Year 2023-24.
SUMMARY:
The City is responsible for levying the annual lighting and maintenance assessment in accordance with the Landscape and Lighting Act of 1972 and Proposition 218. The District is located at the southwest corner of Fred Waring Drive and Warner Trail and continues to Blackfoot Drive and Dakota Trail, Arapahoe Vista, and Elkhorn Trail.
Riverside County originally formed the District to provide street lighting for the area. The City reformed the District in 2000 during annexation. Improvements within the District include maintaining, operating, and furnishing services for street lighting and facilities.
City Council Meeting Agenda April 6, 2023
Council will hold a noticed Public Hearing on Thursday, May 18, 2023, at 1:30 p.m. to hear public testimony on the proposed levy.
FISCAL IMPACT:
The annual levy is $47.74 and has stayed the same from the prior fiscal year. The City anticipates collecting $1,480 from thirty-one assessed parcels within the District. The City records the revenues into a Special Revenue fund to operate the District. Therefore, there is no fiscal impact on the General Fund as the annual levy is sufficient to operate the district.
California Environmental Quality Act (CEQA)
This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that the ordinance is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute a "project" as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.
ATTACHMENTS:
1. Resolution - Initiate
2. Resolution- Engineer Report
3. Street Lighting District No. 2000-1 Engineer's Report
City Council Meeting Agenda April 6, 2023
RESOLUTI ON NO. 2023-1 1
A RESOLUTI ON OF THE CI TY COUNCI L OF THE CI TY OF I NDI AN WELLS,
CALI FORNI A, I NI TI ATI NG PROCEEDI NGS FOR ANNUAL LEVY OF
ASSESSMENTS AND DECLARI NG I TS I NTENTI ON TO LEVY ANNUAL
ASSESSMENTS FOR THE I NDI AN WELLS STREET LI GHTI NG DI STRI CT NO. 2000-1 FOR Fl SCAL YEAR 2023-24 PURSUANT TO THE
PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA
STREETS AND HI GHWAYS CODE
WHEREAS, the City Council has by previous Resolutions formed the Indian Wells Street Lighting District No. 2000-1 (the "District") pursuant to the provisions of Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (the "Act"), that provides for levy and collection of assessments by the County of Riverside for the Qty of Indian Wells to pay the maintenance and services of lighting facilities, landscaping and all appurtenant facilities and operations related thereto; and WHEREAS, the District and the associated assessments are in compliance with the provisions of California Constitution Articles XI I IC and XI I ID; and WHEREAS, the City Council has retained Willdan Financial for the purpose of assisting with the Annual Levy of the District and to prepare and file a report with the City Clerk in accordance with the Act.
NOW, THEREFORE, BE I T RESOLVED, DETERMI NED, AND ORDERED BY THE CI TY COUNCI L FOR THE DI STRI CT PURSUANT TO CHAPTER 3, SECTION 22622, 22624 AND22626 OF THE ACT, AS FOLLOWS:
SECTI ON 1. Annual Levy Report. The City Council hereby orders Willdan Financial to prepare the Annual Levy Report concerning the levy of assessments for the District in accordance with Chapter 3, Section 22622 of the Act.
SECTI ON 2. I ntention. The City Council hereby declares that it intends to seek the Annual Levy of the District in accordance with Chapter 3, Section 22624 of the Act, over and including the land within the District boundary and to levy and collect assessments on all such land to pay the costs of the following: the operation, maintenance and servicing of lighting and all appurtenant facilities and operations related thereto. It is proposed that there be no increase in the assessments levied in the prior annual levy.
SECTI ON 3. Description of I mprovements and Any Substantial Changes Proposed. The improvements within the District include: the maintenance and operation of and the furnishing of services for street lighting and appurtenant facilities, including repair, removal or replacement of all or part of any of the streetlights or appurtenant facilities and the furnishing of electricity for the lighting and operation of the street lighting and appurtenant facilities within the District. The Annual Levy Report describes all new improvements or substantial changes in existing improvements.
SECTI ON 4. Boundaries and Designation. The boundaries of the District are previously defined in the formation documents of the original District and include Tract Nos.
ATTACHMENT #1
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Resolution No. 2023-11
21650 and 3292-R, which comprise a portion of Riverside County Service Area No. 121. The District is designated as "Indian Wells Street Lighting District No. 2000-1".
SECTI ON 5. Public Hearing. The City Council hereby declares its intention to conduct a Public Hearing concerning the levy of assessments for the District in accordance with Chapter 3, Section 22626 of the Act. Notice is hereby given that a public meeting and hearing will be held by the City Council of the City of Indian Wells for this purpose on Thursday, May 18, 2023 at 1 :30 P.M. or as soon thereafter as feasible, in the City Council Chambers of the City of Indian Wells, 44-950 Eldorado Drive, Indian Wells, California 92210.
SECTI ON 6. Notice. A "Resolution of Intention" shall be published in a newspaper of general circulation once at least ten days before the public hearing on annual levies; and posting a copy of the Resolution of Intention in three (3) public places within the Oty.
PASSED, APPROVED AND ADOPTED by the City Council of the Qty of Indian Wells, California, at a regular meeting held on this 6th day of April 2023.
DONNA GRI FFI TH
MAYOR
CERTI Fl CATI ON FOR RESOLUTI ON NO. 2023-1 1
I, Angelica Avila, Qty Clerk of the City Council of the Oty of Indian Wells, California DO HEREBY CERTI FY that the whole number of the members of the City Council is five (5); that the above and foregoing resolution was duly and regularly passed and adopted at a regular meeting of the City Council of the Qty of Indian Wells the 6th day of April 2023, by the following vote:
AYES:
NOES:
ATTEST: APPROVED AS TO FORM:
ANGELI CA AVI LA TODD LEI SHMAN
CI TY CLERK CI TY ATTORNEY
City Council Meeting Agenda April 6, 2023
RESOLUTI ON NO. 2023-12
A RESOLUTI ON OF THE CI TY COUNCI L OF THE CI TY OF I NDI AN WELLS,
CALI FORN I A, PRELI MI NARI LY APPROVI NG THE ANNUAL LEVY REPORT FOR THE I NDI AN WELLS STREET LI GHTI NG DI STRI CT NO. 2000-1 FOR Fl SCAL YEAR 2023-24
WHEREAS, the City Council of the City of Indian Wells (the "City Council") has by previous Resolutions ordered the preparation of the Engineer's Annual Levy Report (the "Report") for the district known and designated as Indian Wells Street Lighting District No. 2000-1 (the "District"), pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500(hereafter referred to as the "Act"); and
WHEREAS, the District and the associated assessments are in compliance with the provisions of California Constitution Articles XI I IC and XI I I D; and WHEREAS, there has now been presented to this Qty Council the Report as required by Chapter 1, Article 4, Section 22566 of said Act; and WHEREAS, this Qty Council has examined and reviewed the Report as presented and is preliminarily satisfied with the Report and each and all budget items and documents as set forth therein, and is satisfied that the assessments, on a preliminary basis, have been spread in accordance with the benefits received from the improvements, operation, maintenance, and services to be performed, as set forth in said Report.
NOW, THEREFORE, BE I T RESOLVED, DETERMI NED, AND ORDERED BY THE CI TY COUNCI L FOR THE DI STRI CT AS FOLLOWS:
SECTI ON 1. That the above recitals are all true and correct.
SECTI ON 2. That the Report as presented consists of the following:
a. A Description of the Improvements
b. The Annual Budget (Costs and Expenses of Services, Operation and Maintenance)
SECTI ON 3. The Report is hereby APPROVED on a preliminary basis and ordered to be filed in the Office of the Qty aerk as a permanent record and to remain open to public inspection.
SECTI ON 4. That the City Qerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the presentation of the Annual Levy Report.
ATTACHMENT #2
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Resolution No. 2023-12
PASSED, APPROVED AND ADOPTED by the City Council of the City of Indian Wells, California, at a regular meeting held on this 6th day of April 2023.
DONNA GRI FFI TH
MAYOR
CERTI Fl CATI ON FOR RESOLUTI ON NO. 2023-12
I, Angelica Avila, Qty Clerk of the City Council of the Qty of Indian Wells, California DO HEREBY CERTI FY that the whole number of the members of the City Council is five (5); that the above and foregoing resolution was duly and regularly passed and adopted at a regular meeting of the City Council of the City of Indian Wells the 6th day of April 2023, by the following vote:
AYES:
NOES:
ATTEST: APPROVED AS TO FORM:
ANGELI CA AVI LA TODD LEI SHMAN
CI TY CLERK CI TY ATTORNEY
ATTACHMENT #3
INDIAN \)' WELLS
• n n
•
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.35001800.755.6864
F 951.587.35101888.326.6864
Property Tax Information Line
T.866.807.6864
www.willdan.com
City of Indian Wells
Street Lighting District No. 2000-1
2023/2024 ENGINEER'S REPORT
Intent Meeting: April 6, 2023
Public Hearing: May 18, 2023
W"wi LLDAN
City Council Meeting Agenda April 6, 2023
ENGINEER'S REPORT AFFIDAVIT
Street Lighting District No. 2000-1
City of Indian Wells
Riverside County, State of California
This Report describes the District including the improvements, budgets, parcels and assessments to be levied for Fiscal Year 2023/2024, as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Riverside County Assessor's maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this day of , 2023.
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Indian Wells
By:
Chonney Gano, Project Manager
District Administration Services
By:
Tyrone Peter
P. E. # C 81888
City Council Meeting Agenda April 6, 2023
TABLE OF CONTENTS
/. OVERVIEW
//. DESCRIPTION OF THE DISTRICT 2
A. DISTRICT BOUNDARY 2
B. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT 2
C. IMPROVEMENTS WITHIN THE DISTRICT 3
N. METHOD OF APPORTIONMENT 4
A. GENERAL 4
B. PROPOSITION 218 BENEFIT ANALYSIS 4
C. BENEFIT ANALYSIS 5
D. METHODOLOGY 6
/V DISTRICT BUDGETS 7
A. DESCRIPTION OF BUDGET ITEMS 7
B. FISCAL YEAR 2023/2024 DISTRICT BUDGET 9
APPENDIX A -DISTRICT BOUNDARY MAPS 10
APPENDIX B - 2023/2024 ASSESSMENT ROLL 12
City Council Meeting Agenda April 6, 2023
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L OVERVIEW
The City of Indian Wells (the "City") annually levies and collects special assessments in order to provide and maintain the improvements within the Indian Wells Street Lighting District No. 2000-1 (the "District"). The boundary of the District includes Tract 21650 and Tract 3292-R, which consists of a portion of Riverside County Service Area (the "CSA") No. 121 that was annexed to the City as "Indian Wells Annexation No. 13" by order of Resolution No. 2000-12 of the City of Indian Wells City Council (the "City Council") on March 16, 2000. The annexation authorized the City to continue levying assessments previously approved and authorized to be levied by CSA 121 in order to continue street lighting services previously provided by that CSA and now provided by the City. The District was formed on October 2000 and provides a mechanism to continue levying assessments for street lighting services within the boundaries of the District. The District assessments described in this Engineer's Report (the "Report") are prepared and levied annually pursuant to the provisions of the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "1972 Act") and Article XIIID of the California Constitution (the "Article") which was enacted with the passage of Proposition 218 in November 1996.
This Report describes the District, any changes to the District, and the proposed assessments for Fiscal Year 2023/2024. The assessments are based on the City's estimate of the annual costs to maintain the improvements that provide direct and special benefits to properties within the District. The improvements within the District, the corresponding costs, and the annual levy are budgeted. The assessment includes expenditures, deficits, surpluses, revenue, and reserve funds.
For the purposes of this Report, the word "parcel" refers to an individual property assigned its own Assessor's Parcel Number (the "APN") by the Riverside County Assessor's Office. The Riverside County (the "County") Auditor/Controller uses the APN and specific Fund Numbers to identify properties assessed for special district benefit assessments on the tax roll.
Following consideration of the public comments and written protests at a noticed public hearing, the City Council may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the Council may order the levy and collection of assessments for Fiscal Year 2023/2024 pursuant to the 1972 Act. In such case, the assessment information will be submitted to the County Auditor/Controller and included on the property tax roll for each benefiting parcel in Fiscal Year 2023/2024. 2023/2024 Street Lighting District No. 2000-1
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U. DESCRIPTION OF THE DISTRICT
A. DISTRICT BOUNDARY
The boundaries of the District include Tract 21650 and Tract 3292-R, which consists of the portion of Riverside County Service Area No. 121 that was annexed into the City as "Indian Wells Annexation No. 13" by order of Resolution No. 2000- 12 of the City Council on March 16, 2000.
The District's boundaries are comprised of the streets and parcels that are located within the territory that is defined as the area South of Fred Waring Drive between Elkhorn Trail and Warner Trail; North of Arapahoe Drive between Elkhorn Drive and Dakota Trail; and North of Blackfoot Drive between Dakota Trail and Warner Trail.
B. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this proposed District, the 1972 Act defines improvements to mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental structures and facilities.
• The installation or construction of public lighting facilities. • The installation or construction of any facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities. • The maintenance or servicing, or both, of any of the foregoing. • The acquisition of any existing improvement otherwise authorized pursuant to this section.
Incidental expenses associated with the improvements including, but not limited to:
• The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of notices;
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• Compensation payable to the County for collection of assessments; • Compensation of any engineer or attorney employed to render services; • Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5.
• Costs associated with any elections held for the approval of a new or increased assessment.
The 1972 Act defines "Maintain" or "Maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including:
• Repair, removal, or replacement of all or any part of any improvement. • Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury.
• The removal of trimmings, rubbish, debris, and other solid waste. • The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
C. IMPROVEMENTS WITHIN THE DISTRICT
The improvements for the District may be generally described as follows: the operation, maintenance and servicing of the street lighting and appurtenant facilities located in public places within the boundary of the District. "Maintenance" means the furnishing of services and materials for the ordinary and usual maintenance, operation and servicing of the street lighting and appurtenant facilities, including repair, removal or replacement of the streetlights or appurtenant facilities. "Servicing" means the furnishing of electricity for the lighting and operation of the street lighting and appurtenant facilities.
Plans and specifications for the improvements are on file in the office of the City Clerk and the City Engineer where they are available for public inspection. 2023/2024 Street Lighting District No. 2000-1
City Council Meeting Agenda April 6, 2023
WWI LLDAN
///. METHOD OF APPORTIONMENT
A. GENERAL
Pursuant to the 1972 Act and the provisions of Proposition 218, the costs of the District are apportioned by a formula or method, which fairly distributes the net amount to be assessed among the assessable parcels in proportion to the special benefits to be received by each such parcel from the improvements. Proposition 218, approved by the voters in November 1996, requires the agency to separate the general benefit from special benefit, whereas only special benefits are assessable.
Each parcel within the District receives special benefits from the improvements due to the close proximity of the lighting improvements to each parcel. The proposed assessments are at the same rate as those imposed by the County under the CSA. Since the assessments are not new, not increased, and are for street lighting, they are currently exempt from the procedures and approval process of Proposition 218.
B. PROPOSITION 218 BENEFIT ANALYSIS
In conjunction with the provisions of the 1972 Act, the Article addresses several key criteria for the levy of assessments, notably:
Section 2(d) of the Article defines District as follows:
"District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property -related service";
Section 2(i) the Article defines Special Benefit as follows:
"Special benefit" means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.
General enhancement of property value does not constitute "special benefit." Section 4(a) the Article defines proportional special benefit assessments as follows:
"An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be 2023/2024 Street Lighting District No. 2000-1 Page 4
City Council Meeting Agenda April 6, 2023
WWILLDAN
imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel."
This District was formed to establish and provide for the improvements that enhance the presentation of the surrounding properties and developments. These improvements will directly benefit the parcels to be assessed within the District.
The assessments and method of apportionment is based on the premise that the assessments will be used to construct and install landscape and lighting improvements within the existing District as well as provide for the annual maintenance of those improvements, and the assessment revenues generated by District will be used solely for such purposes.
The costs of the proposed improvements have been identified and allocated to properties within the District based on special benefit. The improvements to be provided by this District and for which properties will be assessed have been identified as an essential component and local amenity that provides a direct reflection and extension of the properties within the District which the property owners and residents have expressed a high level of support.
The method of apportionment (method of assessment) set forth in the Report is based on the premise that each assessed property receives special benefits from the landscape and lighting improvements within the District, and the assessment obligation for each parcel reflects that parcel's proportional special benefits as compared to other properties that receive special benefits.
To identify and determine the proportional special benefit to each parcel within the District, it is necessary to consider the entire scope of the improvements provided as well as the properties that benefit from those improvements. The improvements and the associated costs described in this Report, have been carefully reviewed and have been identified and allocated based on a benefit rationale and calculations that proportionally allocate the net cost of only those improvements determined to be of special benefit to properties within the District. The various public improvements and the associated costs have been identified as either "general benefit" (not assessed) or "special benefit".
C. BENEFIT ANALYSIS
The improvements associated with the District are part of the overall development plan for these parcels and were specifically installed for the benefit and development of the parcels. The benefit of street lighting conferred upon the parcels within the District includes the convenience, safety, and security of properties, improvements and goods. Specifically:
1. Enhanced deterrence of crime — an aid to police protection.
2. Increased nighttime safety on roads and highways.
2023/2024 Street Lighting District No. 2000-1
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3. Improved visibility of pedestrians and motorists.
4. Improved ingress and egress to and from property.
5. Reduced vandalism, damage to improvements or property, and other criminal acts.
6. Improved traffic circulation and reduced nighttime accidents and personal property loss.
7. Increased promotion of business during nighttime hours in the case of commercial properties.
D. METHODOLOGY
The cost to provide maintenance and services of the improvements within the District is fairly and equitably distributed among each assessable parcel based upon the estimated special benefits received by each parcel.
The District is comprised of single-family residential parcels with the exception of two parcels identified as common areas or public property. The residential lots receive the same special benefit from the improvements due to their similarity in size and use and their similar proximity to the improvements. Therefore, each assessable lot is assessed an equal amount.
For Fiscal Year 2023/2024, the assessment rate will be the total balance to levy divided by the number of assessable residential lots.
The assessed lots or parcels of real property within the District are listed on the Assessment Roll, which is provided as Appendix B of this report. The Assessment Roll provides a listing of the assessable parcels and their respective assessment for Fiscal Year 2023/2024. The specific lines and dimensions of the parcels are more particularly described on the County Assessor's Parcel Map, which is on file in the Office of the Riverside County Assessor and by reference is made a part of this Report.
The maximum assessment rate for the District is the same as the rate approved under the CSA ($47.74 per parcel) and is to be used for the same purpose — maintaining and servicing the existing streetlights within the District. As part of the annexation process of this unincorporated area to the City, it was detached from the CSA. However, the annexation process specifically allowed the City to continue the imposition of these assessments for street lighting purposes. 2023/2024 Street Lighting District No. 2000-1
City Council Meeting Agenda April 6, 2023
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/V DISTRICT BUDGETS
A. DESCRIPTION OF BUDGET ITEMS
The following section describes the services and costs that are funded through the District and are shown in the District Budget.
Maintenance Costs
Labor, Material and Equipment — Includes labor, material and equipment required to properly maintain and service the street lighting and appurtenant facilities within the District. The improvements within the District will be maintained and serviced on a regular basis by the City. The specific maintenance operations required for the District, and the frequency thereof, are to be determined by City Staff.
Utilities
Electric — The furnishing of electricity for the operation of the landscaping and appurtenant facilities.
Capital Replacement Costs
Repairs — Unforeseen repairs not normally included in the yearly maintenance cost. This may include repair of damage due to vandalism or weather.
Upgrades — Planned upgrades of the improvements that provide a direct benefit to the District may also be included in capital replacement costs. Examples of upgrades are additional street lighting facilities and/or renovating existing street lighting facilities.
Reserves
Operating Reserves — Reserves to be accumulated for maintenance services for the first six months of each fiscal year until tax monies become available for maintenance costs.
Administrative Services
City Staff — The cost of City Staff's efforts in coordinating the maintenance and servicing of the improvements, responding to public concerns, and levying and collecting the assessments. This includes reimbursement for time spent by Finance and Accounting, the City Attorney, the City Manager, and the Public Works Staff.
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City Council Meeting Agenda April 6, 2023
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Professional Services — The cost of contracting with professionals to provide services specific to the levy of assessments and annual administration of the District.
County Administration Fees
Assessment Collection — The fees charged by the County to place the assessments on the property tax rolls and collect the assessments from property owners.
Carryover/(Deficit) Prior Year
Available Funds — Any funds that are not expended in the prior fiscal year shall be included to offset maintenance costs in the current fiscal year. If the total funds in any fiscal year are insufficient to offset maintenance costs, a loan from other City funds shall be a deficit of the District and shall be included and repaid as the costs and assessments for the subsequent fiscal year.
Assessable Lots
Current and Planned Lots — Any subdivided residential lots and parcels planned for subdivision into residential lots within the District. 2023/2024 Street Lighting District No. 2000-1
City Council Meeting Agenda April 6, 2023
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B. FISCAL YEAR 2023/2024 DISTRICT BUDGET
BUDGET ITEM AMOUNT
Direct Costs
Maintenance - Labor, Material and Equipment
Utilities — Electric
Capital Replacement Costs - Repairs and Upgrades
Reserves - Operating Reserves
Direct Costs Subtotal
Administrative Costs
Administrative Services - City Staff
Administrative Services - Professional Services
County Administration Fees — Assessment Collection
Administrative Costs Subtotal
Fiscal Year 2023/2024 Assessment
Total Direct and Administrative Costs
Carryover (Deficit) Prior Years — Available Funds
Balance to Levy 0)
Assessable Lots — Current and Planned Lots
Annual Assessment Per Parcel
$100
1600
100
9 $1,809
$200
320
10 $530
$2,339
0 $2,339
49 $47.74
(1) Balance to Levy rounded to the nearest dollar
2023/2024 Street Lighting District No. 2000-1
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APPENDIX A -DISTRICT BOUNDARY MAPS
The Boundary Diagrams for the original districts have previously been submitted to the Clerk of the City in the format required under the Act and are made part of this Report by reference.
The parcel identification, lines and dimensions of each parcel within the District are those lines and dimensions shown on the Assessor Maps of Riverside County for the year in which this Report was prepared and is incorporated by reference and made part of this Report.
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CITY OF INDIAN WELLS
PROPOSED STREET. LIGHTING DISTRICT NO. 2000-1
FRED WARING DRIVE
A PORTION OF THE
RIVERSIDE COUNTY
SERVICE AREA NO. 121
00 200 Sa
0 100 '
PROPOSED DISTRICT
BOUNDARY
2023/2024 Street Lighting District No. 2000-1
City Council Meeting Agenda April 6, 2023
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APPENDIX B - 2023/2024 ASSESSMENT ROLL
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the Riverside County Assessor Parcel Maps and/or the Riverside County Secured Tax Roll for the year in which this Report is prepared.
Non -assessable lots or parcels may include government owned land; public utility owned property, land principally encumbered with public right-of-ways or easements and dedicated common areas. These parcels will not be assessed.
A listing of parcels within the District, along with the proposed assessment amounts, has been submitted to the City Clerk and, by reference, is made part of this Report.
Upon approval of the Report, and confirmation of the assessments, the assessment information will be submitted to the County Auditor/Controller and included on the property tax roll in Fiscal Year 2023/2024. If the parcels or assessment numbers within the District and referenced in this Report, are re -numbered, re -apportioned or changed by the County Assessor's Office after approval of the Report, the new parcel or assessment numbers with the appropriate assessment amount will be submitted to the County Auditor/Controller. If the parcel change made by the County includes a parcel split, parcel merger or tax status change, the assessment amount submitted on the new parcels or assessment numbers will be based on the method of apportionment and levy amount approved in this Report by the City Council.
2023/2024 Street Lighting District No. 2000-1 Page 12
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City of Indian Wells
Street Lighting District No. 2000-1
Fiscal Year 2023/2024
Preliminary Assessment Roll
Assessor's Parcel Number
Situs Address Benefit Unit
Applied
Assessment
633-324-001
633-324-002
633-324-003
633-324-004
633-324-005
633-324-006
633-324-007
633-324-008
633-324-009
633-324-010
633-324-011
633-324-012
633-324-013
633-324-014
633-324-015
633-324-016
633-324-017
633-324-018
633-700-001
633-700-002
633-700-003
633-700-004
633-700-005
633-700-006
633-700-007
633-700-008
633-700-009
633-700-010
633-700-011
633-700-012
633-700-013
633-700-014
633-700-015
633-700-021
633-700-022
633-700-023
633-700-024
633-700-025
633-700-026
633-700-027
633-700-028
633-700-029
633-700-030
633-700-031
633-700-033
633-700-034
633-700-035
633-700-036
633-700-037
44264 DAKOTA TRL
44252 DAKOTA TRL
77431 HUNTLEY DR
77453 HUNTLEY DR
77467 HUNTLEY DR
77475 HUNTLEY DR
77495 HUNTLEY DR
44251 WARNER TRL
44265 WARNER TRL
44299 WARNER TRL
44321 WARNER TRL
77494 BLACKFOOT DR
77474 BLACKFOOT DR
77466 BLACKFOOT DR
77452 BLACKFOOT DR
77430 BLACKFOOT DR
44320 DAKOTA TRL
44298 DAKOTA TRL
44110 SILVER CREEK CIR
44080 SILVER CREEK CIR
44056 SILVER CREEK CIR
44053 SILVER CREEK CIR
44083 SILVER CREEK CIR
44111 SILVER CREEK CIR
44090 PINTO CREEK CIR
44064 PINTO CREEK CIR
44030 PINTO CREEK CIR
44061 PINTO CREEK CIR
77386 EVENING STAR CIR
77372 EVENING STAR CIR
77344 EVENING STAR CIR
77330 EVENING STAR CIR
44028 ELKHORN TRL
77329 EVENING STAR CIR
77343 EVENING STAR CIR
77371 EVENING STAR CIR
77385 EVENING STAR CIR
77399 EVENING STAR CIR
77413 EVENING STAR CIR
77427 EVENING STAR CIR
77441 EVENING STAR CIR
77455 EVENING STAR CIR
77469 EVENING STAR CIR
77483 EVENING STAR CIR
44080 ELKHORN TRL
44108 ELKHORN TRL
44134 ELKHORN TRL
44162 ELKHORN TRL
44054 ELKHORN TRL
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 $47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
47.74 47.74
Summary Fields
Value
Parcel Count:
49 Benefit Unit Total:
49.00 Applied Assessment Total:
$2,339.26
SLD No. 2000-1
Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
INDIAN WELLS CITY COUNCIL
April 6, 2023
To: City Council
From: Finance Department
Prepared by: Kevin McCarthy, City Finance Director
Subject: Resolution Initiating Proceedings for the Annual Levy of Landscape and Lighting District No. 91-1 and Declare
Intention to Order the Levy and Collection of Assessments for the Fiscal Year 2023-24
RECOMMENDED ACTION:
Council ADOPTS Resolution initiating the proceedings for the annual levy and collection of assessments for the Fiscal Year 2023-24 for the Landscape and Lighting District (LLMD) No. 91-1 and declaring the intention to order the levy and collection of assessments; and SCHEDULES a noticed Public Hearing on May 18, 2023, to hear public testimony on the proposed levy; and
ADOPTS Resolution preliminarily approves the annual engineer's report regarding the Landscape and Lighting District No. 91-1 for the fiscal year 2023-24.
SUMMARY:
The City collects levies for the citywide Landscape and Lighting Maintenance District No. 91-1 (the "LLMD"). The LLMD contains seventeen active landscape and lighting districts along Highway 111. The City operates in twelve districts, and respective homeowner's associations operate the remaining five.
The City Council conducts a public hearing each year to act on costs to operate and maintain the landscape and maintenance districts. The public hearing will be held on Thursday, May 18, 2023, to receive public testimony and consider approval of the fiscal year 2023-24 levy. In addition, the Engineer's Report provides a total budget for the landscape and lighting maintenance districts.
City Council Meeting Agenda April 6, 2023
FISCAL IMPACT:
The preliminary levy amounts to operate the LLMD for Fiscal Year 2023-24 per the Engineer's Report are as follows:
Zone Description
Maximum Levy Prior Year
Annual
Proposed Increase
Allowed per EDU Levy per EDU Levy per EDU (Decrease)
Al Eldorado
A2 Montecito/Stardust
A3 Casa Dorado (A Pass -through District)
A5B The Cove (A Pass -through District)
A8 Indian Wells Golf Resort
A11A Hwy. 111 & Club Drive
A11C Club Drive
C The Colony
D Colony Cove Estates
E Desert Horizons (A Pass -through District)
A19 Mountain Gate
A20 Mountain Gate Estates
A21 Villagio
A22 Vaidya
A23 Montelena
A25 Sundance (A Pass -through District)
A26 Province (A Pass -through District
$ 227.01
$ 477.55
$ 219.26
$ 339.90
$ 654.15
$ 316.15
$ 205.68
$ 3,925.09
$ 11,284.36
$ 747.14
$ 1,198.18
$ 1,165.54
$ 2,452.42
$ 921.99
$ 1,317.23
$ 1,442.95
$ 1,513.58
$ 123.86 $ 165.95 $ 42.09
$ 440.18 $ 477.13 $ 36.95
$ 212.42 $ 219.22 $ 6.80
$ 322.34 $ 339.84 $ 17.50
$ 634.60 $ 653.92 $ 19.32
$ 172.82 $ 219.56 $ 46.74
$ 198.80 $ 205.50 $ 6.70
$ 985.16 $ 1,036.24 $ 51.08
$ 969.63 $ 1,026.74 $ 57.11
$ 725.38 $ 746.75 $ 21.37
$ 815.00 $ 866.28 $ 51.28
$ 867.86 $ 917.44 $ 49.58
$ 1,106.38 $ 1,164.73 $ 58.35
$ 415.38 $ 472.63 $ 57.25
$ 1,069.44 $ 1,117.14 $ 47.70
$ 1,094.44 $ 1,147.98 $ 53.54
$ 1,468.80 $ 1,512.85 $ 44.05
The total cost to operate the districts during Fiscal Year 2023-24 is provides all seventeen Districts $40,531 in administrative and field su City pays a total of $105,024 to eight landscape districts that offer City.
$1,718,771. The City
pport. In addition, the
a public benefit to the
District reserves contribute $92,675, and the remaining $1,521,072 of the costs to operate the landscape and lighting maintenance districts are collected from property owners living within the districts.
California Environmental Quality Act (CEQA):
This action has been reviewed per the authority and criteria contained in the California Environmental Quality Act (CEQA), the State and local CEQA Guidelines, and the City's environmental regulations. The City, acting as the Lead Agency, determined that the ordinance is not subject to CEQA pursuant to Sections 15060(c)(2), 15060(c)(3), and 15061(b)(3) of the State CEQA Guidelines, because it will not result in a direct or reasonably foreseeable indirect physical change to the environment as there is no possibility that the action would result in a significant environmental impact, and because it does not constitute a "project" as defined in Section 15378 of the State CEQA Guidelines, California Code of Regulations, Title 14, Chapter 3.
City Council Meeting Agenda April 6, 2023
ATTACHMENTS:
1. Resolution — Initiate
2. Resolution- Preliminary Annual Levy
3. Indian Wells Lighting District No. 91-1 Engineer's Report
City Council Meeting Agenda April 6, 2023
RESOLUTI ON NO. 2023-13
A RESOLUTI ON OF THE CI TY COUNCI L OF THE CI TY OF I NDI AN WELLS,
CALI FORNI A, I NI TI ATI NG PROCEEDI NGS FOR ANNUAL LEVY OF
ASSESSMENTS AND DECLARI NG I TS I NTENTI ON TO LEVY ANNUAL
ASSESSMENTS FOR THE I NDI AN WELLS LANDSCAPE AND LI GHTI NG DI STRI CT NO. 91-1 FOR Fl SCAL YEAR 2023-24 PURSUANT TO THE PROVISIONS OF PART 2 OF DIVISION 15 OF THE CALIFORNIA
STREETS AND HI GHWAYS CODE
WHEREAS, the City Council of the City of Indian Wells (the "City Council") has by previous Resolutions, formed the Indian Wells Landscape and Lighting District No. 91-1 (the "District") pursuant to the provisions of Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (the "Act"), that provides for levy and collection of assessments by the County of Riverside for the City of Indian Wells to pay the maintenance and services of lighting facilities, landscaping and all appurtenant facilities and operations related thereto; and WHEREAS, the District and the associated assessments are in compliance with the provisions of California Constitution Articles XI I I C and XI I I D; and WHEREAS, the Oty Council has retained Willdan Financial for the purpose of assisting with the Annual Levy of the District, and to prepare and file a report with the City Clerk in accordance with the Act.
NOW, THEREFORE, BE I T RESOLVED, DETERMI NED, AND ORDERED BY THE CI TY COUNCI L FOR THE DI STRI CT PURSUANT TO CHAPTER 3, SECTION 22622, 22624 AND 22626 OF THE ACT, AS FOLLOWS:
SECTI ON 1. Annual Levy Report. The Oty Council hereby orders Willdan Financial to prepare the Annual Levy Report concerning the levy of assessments for the District in accordance with Chapter 3, Section 22622 of the Act.
SECTI ON 2. I ntention. The City Council hereby declares that it intends to seek the annual levy of the District in accordance with Chapter 3, Section 22624 of the Act, over and including the land within the District boundary, and to levy and collect assessments on all such land to pay the costs of the following: the operation, maintenance and servicing of lighting, landscaping and all appurtenant facilities and operations related thereto.
SECTI ON 3. Description of I mprovements and Any Substantial Changes Proposed. The improvements within the District include: the maintenance, capital improvements, and operation of and furnishing of services and materials for street lighting facilities, fencing, detention basins, open space areas, landscaping, irrigation systems, bike paths, pedestrian pathways, slope maintenance, graffiti abatement, local parks and entry monuments; landscaping including trees, shrubs, grass and other ornamental vegetation and appurtenant facilities, including irrigation systems and drainage devices within the District. The Annual Levy Report describes all new improvements or substantial changes in existing improvements.
ATTACHMENT #1
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Resolution No. 2023-13
SECTI ON 4. Boundaries and Designation. The boundaries of the District are described as the boundaries previously defined in the formation documents of the original District. The District includes seventeen (17) Zones: (A1) Eldorado; (A2) Rancho Palmeras Estates APN 634-04; (A3) Tract Nos. 2752, 3097 and 4853; (A5B) a sub -zone within A5A "The Cove"; (A8) three (3) parcels south of Coachella Valley Stormwater Channel along Hwy 111 east of Eldorado Drive; (A11A) Highway 111 South at aub Dr.; (A11C) Club Dr. eight (8) parcels; (D) Parcel Map No. 26494; (C) the Colony; (E) north of Highway 111 west of Eldorado Drive, east of Cook Street and south of Whitewater River Channel; (A19) Mountain Gate Tract No. 26595; (A20) Mountain Gate Tract No. 27747-1; (A21) Villagio Tract No. 29502; (A22) Vaidya Tract No. 27747; (A23) Montelena Tract No. 31200, (A25) Sundance Tract No. 27104, (A26) Province Tract No. 32880. The District is designated as "Indian Wells Landscape and Lighting District No. 91-1".
SECTI ON 5. Public Hearing. The City Council hereby declares its intention to conduct a Public Hearing concerning the levy of assessments for the District in accordance with chapter 3, Section 22626 of the Act. Notice is hereby given that a public meeting and hearing will be held by the City Council of the Qty of Indian Wells for this purpose on Thursday, May 18, 2023 at 1:30 P.M. or as soon thereafter as feasible, in the City Council Chambers located within:
Indian Wells City Hall
44-950 Eldorado Drive
Indian Wells, CA 92210
SECTI ON 6. Notice. A "Resolution of Intention" shall be published in a newspaper of general circulation once at least ten days before the public hearing on annual levies, and posting a copy of the Resolution of Intention in three (3) public places within the City.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Indian Wells, California, at a regular meeting held on this 6th day of April 2023.
DONNA GRI FFI TH
MAYOR
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Resolution No. 2023-13
CERTI Fl CATI ON FOR RESOLUTI ON NO. 2023-13
I, Angelica Avila, City Clerk of the Oty Council of the City of Indian Wells, California DO HEREBY CERTI FY that the whole number of the members of the City Council is five (5); that the above and foregoing resolution was duly and regularly passed and adopted at a regular meeting of the Oty Council of the Qty of Indian Wells the 6th day of April 2023, by the following vote:
AYES:
NOES:
ATTEST: APPROVED AS TO FORM:
ANGELI CA AVI LA TODD LEI SHMAN
CI TY CLERK CI TY ATTORNEY
City Council Meeting Agenda April 6, 2023
RESOLUTI ON NO. 2023-14
A RESOLUTI ON OF THE CI TY COUNCI L OF THE CI TY OF I NDI AN WELLS,
CALI FORNI A, PRELI MI NARI LY APPROVI NG THE ANNUAL LEVY REPORT FOR THE I NDI AN WELLS LANDSCAPE AND LI GHTI NG DI STRI CT NO. 91-1 FOR Fl SCAL YEAR 2023-24
WHEREAS, the City Council of the City of Indian Wells (the "City Council") has by previous Resolutions ordered the preparation of the Engineer's Annual Levy Report (the "Report") for said district known and designated as Indian Wells Landscape and Lighting District No. 91-1 (the "District"), pursuant to the provisions of the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the Streets and Highways Code of California, beginning with Section 22500 (hereafter referred to as the "Act"); and WHEREAS, the District and the associated assessments are in compliance with the provisions of California Constitution Articles XI I IC and XI I ID; and WHEREAS, there has now been presented to this City Council the Report as required by Chapter 1, Article 4, Section 22566 of said Act; and WHEREAS, the City Council has examined and reviewed the Report as presented and is preliminarily satisfied with the District, each and all of the budget items and documents as set forth therein, and is satisfied that the assessments, on a preliminary basis, have been spread in accordance with the benefits received from the improvements, operation, maintenance, and services to be performed within each Benefit Zone, as set forth in said Report.
NOW, THEREFORE, BE I T RESOLVED, DETERMI NED, AND ORDERED BY THE CI TY COUNCI L FOR THE DI STRI CT AS FOLLOWS:
SECTI ON 1. That the above recitals are all true and correct.
SECTI ON 2. That the Report, as presented consists, of the following:
a. A Description of the Improvements
b. The Annual Budget (Costs and Expenses of Services, Operation and Maintenance)
SECTI ON 3. The Report is hereby approved on a preliminary basis and ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection.
SECTI ON 4. That the City Clerk shall certify to the passage and adoption of this Resolution and the minutes of this meeting shall so reflect the presentation of the Annual Levy Report.
ATTACHMENT #2
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Resolution No. 2023-14
PASSED, APPROVED AND ADOPTED by the City Council of the City of Indian Wells, California, at a regular meeting held on this 6th day of April 2023.
DONNA GRI FFI TH
MAYOR
CERTI Fl CATI ON FOR RESOLUTI ON NO. 2023-14
I, Angelica Avila, City Clerk of the City Council of the City of Indian Wells, California DO HEREBY CERTI FY that the whole number of the members of the City Council is five (5); that the above and foregoing resolution was duly and regularly passed and adopted at a regular meeting of the City Council of the City of Indian Wells the 6th day of April 2023, by the following vote:
AYES:
NOES:
ATTEST: APPROVED AS TO FORM:
ANGELI CA AVI LA TODD LEI SHMAN
CI TY CLERK CI TY ATTORNEY
ATTACHMENT #3
INDIAN WELLS
CALI FORN I :1
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.35001800.755.6864
F 951.587.35101888.326.6864
Property Tax Information Line
T.866.807.6864
City of Indian Wells
Landscape and Lighting District
No. 91-1
2023/2024 ENGINEER'S REPORT
Intent Meeting: April 6, 2023
Public Hearing: May 18, 2023
W"wi LLDAN
www.willdan.com
City Council Meeting Agenda April 6, 2023
ENGINEER'S REPORT AFFIDAVIT
Landscape and Lighting District No. 91-1
City of Indian Wells
Riverside County, State of California
This Report describes the District and all relevant zones therein including the improvements, budgets, parcels and assessments to be levied for Fiscal Year 2023/2024, as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Riverside County Assessor's maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.
Dated this day of , 2023.
Willdan Financial Services
Assessment Engineer
On Behalf of the City of Indian Wells
By:
Chonney Gano, Project Manager
District Administration Services
By:
Tyrone Peter
P. E. # C 81888
City Council Meeting Agenda April 6, 2023
TABLE OF CONTENTS
/. OVERVIEW
A. INTRODUCTION
B. HISTORICAL BACKGROUND AND LEGISLATION
//. DESCRIPTION OF THE DISTRICT
1 2
3 A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT 3
B. IMPROVEMENTS WITHIN THE DISTRICT 4
C. DISTRICT ZONE BOUNDARIES AND SPECIFIC AREAS OF IMPROVEMENT 5 ///. METHOD OF APPORTIONMENT 8
A. PROPOSITION 218 BENEFIT ANALYSIS 8
B. DISTRICT BENEFIT 9
C. METHODOLOGY 10
D. DEFINITIONS 11
E. INFLATION FACTOR 133
/V DISTRICT BUDGETS 14
A. DESCRIPTION OF BUDGET ITEMS 14
B. PERSONNEL OVERHEAD 16
C. DISTRICT BUDGETS 17
APPENDIX A - DISTRICT ASSESSMENT DIAGRAM
23 APPENDIX B - 2023/2024 PRELIMINARY ASSESSMENT ROLL 24
City Council Meeting Agenda April 6, 2023
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1. OVERVIEW
A. INTRODUCTION
The City of Indian Wells (the "City"), annually levies and collects special assessments in order to provide and maintain the improvements within the City of Indian Wells Landscape and Lighting District No. 91-1 (the "District"). The District was formed in 1991 through the consolidation of several individual landscape and lighting maintenance districts within the City. The District includes the original districts as separate benefit zones and sub -zones (the "Zones"). In Fiscal Year 1997/1998, the District assessments were presented to the property owners and approved through a protest ballot proceeding in compliance with the provisions of Proposition 218. The District assessments described in this report are prepared and levied annually pursuant to the Landscape and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (the "1972 Act") and Article XIIID of the California Constitution (the "Article") which was enacted with the passage of Proposition 218 in November 1996.
The Engineer's Report (the "Report") describes the District; any changes to the District, and the proposed assessments for Fiscal Year 2023/2024. The assessments are based on the City's estimate of revenues and expenses to maintain the improvements that provide direct and special benefits to properties within the District and Zones. The improvements within the District and the corresponding costs and the annual levy are budgeted and assessed for each separate Zone, including all expenditures, deficits, surpluses, revenues, and reserves.
For the purposes of this Report, the word "parcel" refers to an individual property assigned its own Assessor's Parcel Number ("APN") by the Riverside County (the "County") Assessor's Office. The County Auditor/Controller uses APNs and specific Fund Numbers to identify properties assessed for special district benefit assessments on the tax roll.
Following consideration of all public comments and written protests at a noticed public hearing, the City Council of Indian Wells (the "Council") may order amendments to the Report or confirm the Report as submitted. Following final approval of the Report and confirmation of the assessments, the Council may order the levy and collection of assessments for Fiscal Year 2023/2024 pursuant to the 1972 Act. In such case, the assessment information will be submitted to the County Auditor/Controller and included on the property tax roll for each benefiting parcel in Fiscal Year 2023/2024.
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B. HISTORICAL BACKGROUND AND LEGISLATION
Pursuant to the 1972 Act, the Council annually conducts a public hearing to accept property owner and public comments and testimony, to review the Report and approve the annual assessments to be levied on the County tax roll for that fiscal year. All assessments approved by the Council have been prepared in accordance with the 1972 Act and are in full compliance with the provisions of the Article.
In Fiscal Year 1997/1998 the improvements provided by the District, the costs associated with those improvements and the properties benefiting from those improvements, were closely reviewed and evaluated. Specific modifications were made to the District in response to the substantive and procedural requirements of the Article. The existing zones were reviewed for compliance and all applicable assessments were confirmed through property owner ballots. Changes to the District included:
• Revision of the assessment methodology in some zones. • Boundary modifications were made to Zone Al to more accurately reflect the benefit received.
• Zones A6 -Sandpiper; A9 -Chateau Estates; Al1B-The Plaza at Club Drive; and Al2 -Painted Cove were eliminated. The improvements in these zones were considered non-public improvements and could no longer be assessed. • Zone A11C-Club Drive was established to apportion the benefit for the maintenance of the eligible improvements along Club Drive south of Highway 111.
The assessments and method of apportionment described in this Report utilize commonly accepted assessment engineering practices and have been established pursuant to the 1972 Act and the provisions of the Article. All new or increased assessments will be subject to the substantive and procedural requirements of the Article Section 4. Property owner ballot proceedings are not required if the proposed assessments are less than or equal to the maximum assessment rate previously approved for each of the various Zones within the District. 2023/2024 Landscape and Lighting District No. 91-1
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//. DESCRIPTION OF THE DISTRICT
A. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT
As applicable or may be applicable to this proposed District, the 1972 Act defines improvements to mean one or any combination of the following:
• The installation or planting of landscaping.
• The installation or construction of statuary, fountains, and other ornamental structures and facilities.
• The installation or construction of public lighting facilities. • The installation or construction of any facilities which are appurtenant to any of the foregoing or which are necessary or convenient for the maintenance or servicing thereof, including, but not limited to, grading, clearing, removal of debris, the installation or construction of curbs, gutters, walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities. • The maintenance or servicing, or both, of any of the foregoing. • The acquisition of any existing improvement otherwise authorized pursuant to this section.
Incidental expenses associated with the improvements including, but not limited to:
• The cost of preparation of the report, including plans, specifications, estimates, diagram, and assessment;
• The costs of printing, advertising, and the publishing, posting and mailing of notices;
• Compensation payable to the County for collection of assessments; • Compensation of any engineer or attorney employed to render services; • Any other expenses incidental to the construction, installation, or maintenance and servicing of the improvements;
• Any expenses incidental to the issuance of bonds or notes pursuant to Section 22662.5.
• Costs associated with any elections held for the approval of a new or increased assessment.
2023/2024 Landscape and Lighting District No. 91-1
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The 1972 Act defines "maintain" or "maintenance" to mean furnishing of services and materials for the ordinary and usual maintenance, operation, and servicing of any improvement, including:
• Repair, removal, or replacement of all or any part of any improvement. • Providing for the life, growth, health, and beauty of landscaping, including cultivation, irrigation, trimming, spraying, fertilizing, or treating for disease or injury.
• The removal of trimmings, rubbish, debris, and other solid waste. • The cleaning, sandblasting, and painting of walls and other improvements to remove or cover graffiti.
B. IMPROVEMENTS WITHIN THE DISTRICT
The facilities and improvements which have been constructed within the District and which will be maintained and serviced using assessments generally include:
Landscaping and Appurtenant Facilities, including, but not limited to, landscaping, planting, shrubbery, trees, irrigation systems, hardscape fixtures, sidewalk maintenance resulting from landscape growth, and appurtenant facilities in public rights -of -way, parkways and dedicated easements within the boundaries of said District.
Lighting and Appurtenant Facilities, including, but not limited to, poles, fixtures, bulbs, conduits, conductors, equipment including guys, anchors, posts and pedestals, metering devices, and appurtenant facilities as required to provide lighting in public rights -of -way, parkways, and dedicated easements within the boundaries of said District.
In Zones A3, A5B, E, A25 and A26 the improvements are serviced and maintained by the Homeowners Associations (the "HOA") acting as Agents of the City. The funds collected for the maintenance and servicing of the improvements in these Zones are passed -through to the respective Agent that contracts for the actual maintenance. The Funds received from the County less the administration costs are passed through immediately to the HOA for Zones A3, A5B, E, A25 and A26 and thus there is no need to hold a reserve fund. In all other Zones within the District, the City utilizes the services of landscape maintenance contractors for all regularly scheduled maintenance. The costs associated with all improvements in each Zone are collected through annual assessments from each parcel receiving special benefits. The funds collected for each Zone are dispersed and used for only the services and operation provided to that Zone.
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C. DISTRICT ZONE BOUNDARIES AND SPECIFIC AREAS OF
IMPROVEMENT
Zone Al
Zone A2
Zone A3
Zone A5B
El Dorado — Zone Al consists of those parcels in Tracts 10262 and 10863 that front El Dorado Drive between Highway 111 and Fairway Drive. These parcels receive special benefits from the landscaped medians along El Dorado Drive. Parcels that use El Dorado Drive as the main access way to their properties are included in this Zone.
Montecito/Stardust — Zone A2 contains all parcels within the Montecito/Stardust development (Rancho Palmeras Estates Unit No. 3). This zone consists of residential properties on Montecito Drive and Stardust Lane west of Rancho Palmeras Drive. The parcels receive special benefits from improvements within the parkway along Rancho Palmeras Drive, adjacent to the development, and the landscaped entryway to the
development, on Stardust Lane and Montecito Drive.
Casa Dorado — Zone A3 consists of all the parcels in Tracts 2752, 3097, and 4853 that are at the southeast corner of Highway 111 and Rancho Palmeras Drive. These parcels are part of a HOA. The HOA, acting as an Agent of the City, contracts for landscape maintenance. The District collects assessments from parcels within the Zone to reimburse the HOA for the contracted maintenance. These parcels receive special benefits from improvements along the frontage on the south side of Highway 111, from Rancho Palmeras Drive to the project's eastern boundary, a distance of approximately 1,300 feet.
Cook Street/The Cove — Zone A5B is the development known as "The Cove", and all parcels within the Zone are part of a HOA.
The HOA, acting as an Agent of the City, contracts for landscape maintenance of the entrance to the Cove on Cook Street. The District collects assessments from parcels within the Zone to reimburse the HOA for the contracted maintenance. Parcels in the Cove receive direct and special benefits from these improvements.
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Zone A8
Entrance to Indian Wells Golf Resort -- Zone A8 consists of three parcels south of the Coachella Valley Stormwater Channel along Highway 111 and east of El Dorado Drive. These three parcels are the Hyatt Grand Champions of Indian Wells, the Renaissance Esmeralda Hotel, and the parcel owned by the City of Indian Wells. These parcels receive special benefit from the landscaping along the north side of Highway 111, west of Eldorado Drive, to the east side of the Renaissance Esmeralda Hotel. The parcels also receive special benefits from the improvements on Indian Wells Lane leading to the Hyatt Grand Champion and Renaissance Esmeralda Hotel.
Zone A11A Highway 111 South, at Club Drive — Zone A11A contains parcels located immediately south of Highway 111 near Indian Wells Lane and Club Drive including but not limited to the Miramonte Resort, the Indian Wells Country Club, and the Indian Wells Resort Hotel. These parcels receive special benefits from the parkway landscaping improvements on the south side of Highway 111 between Indian Wells Lane and Club Drive.
Zone Al 1C Club Drive — Zone A11 C consists of all parcels along Club Drive between Highway 111 and Sandpiper. These parcels are part of Zone A11 A, but receive additional special benefits from landscaped parkways along Club Drive not associated with other parcels in Zone Al 1A.
Zone C
Zone D
The Colony — Zone C lies generally south of Highway 111 and west of Manitou Drive and includes all parcels within Tract 24625, commonly known as "The Colony". These parcels
receive special benefits from landscaped parkways along Highway 111 adjacent to the development.
Colony Cove Estates — Zone D lies generally south of Highway 111 and east of Club Drive and includes all parcels within Tract 26494. These parcels receive special benefits from landscaped parkways along Highway 111 adjacent to the development. 2023/2024 Landscape and Lighting District No. 91-1
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Zone A19 Mountain Gate — Zone A19 is generally located south of Highway 111 and east of Manitou Drive and includes all parcels within Tract 26595 known as the Mountain Gate Development.
Parcels within this Zone receive special benefits from
landscaped improvements associated with the development located in the parkway on the south side of Highway 111 adjacent to the development.
Zone A20 Mountain Gate Estates — Zone A20 lies generally south of Highway 111 and east of Manitou Drive and includes all parcels within Tract 27747-1 known as the Mountain Gate Development.
Parcels within this Zone receive special benefits from
landscaped improvements associated with the development located in the parkway on the south side of Highway 111 adjacent to the development.
Zone A21 Villaggio — Zone A21 lies generally south of Highway 111 and west of Mountain Gate Drive and includes all parcels within Tract 29502 known as the Villaggio. Parcels within this Zone receive special benefits from landscaped improvements
associated with the development located in the parkway on the south side of Highway 111 adjacent to the development.
Zone A22 Vaidya — Zone A22 lies generally on the south side of Highway 111 and east of Manitou Drive and includes parcels within Tract 27747 known as Vaidya. Parcels within this Zone receive special benefits from landscaped improvements associated with the development.
Zone A23
Montelena — Zone A23 lies generally on the southeast corner of Highway 111 and El Dorado Drive. Parcels within this Zone receive special benefits from landscaped improvements and includes parcels within Tract 31200 known as Montelena
associated with the development. The landscaping
improvements for this District include the entry to the Montelena tract on east side of El Dorado Drive and along the south side of Highway 111.
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Zone A25 Sundance — Zone A25 lies generally on the south of Highway 111, west of El Dorado Drive, east of Camino de Dorado and includes parcels within Tract 27104. Parcels within this Zone receive special benefits from landscaped improvements
associated with the development. The landscaping
improvements for this District include the entry to the Sundance tract on west side of El Dorado Drive and along the south side of Highway 111.
Zone A26 Province — Zone A26 lies generally on the southeast corner of Cook Street and Highway 111. Parcels within this Zone receive special benefits from landscaped improvements such as
landscaping, ornamental structures and appurtenant structures and includes parcels within Tract 32880 known as Province associated with the development.
///. METHOD OF APPORTIONMENT
A. PROPOSITION 218 BENEFIT ANALYSIS
In conjunction with the provisions of the 1972 Act, the Article addresses several key criteria for the levy of assessments, notably:
Section 2(d) of the Article defines District as follows:
"District means an area determined by an agency to contain all parcels which will receive a special benefit from a proposed public improvement or property -related service";
Section 2(i) of the Article defines Special Benefit as follows:
"Special benefit" means a particular and distinct benefit over and above general benefits conferred on real property located in the district or to the public at large.
General enhancement of property value does not constitute "special benefit." Section 4(a) of the Article defines proportional special benefit assessments as follows:
"An agency which proposes to levy an assessment shall identify all parcels which will have a special benefit conferred upon them and upon which an assessment will be imposed. The proportionate special benefit derived by each identified parcel shall be determined in relationship to the entirety of the capital cost of a public improvement, the maintenance and operation expenses of a public improvement, or the cost of the property related service being provided. No assessment shall be 2023/2024 Landscape and Lighting District No. 91-1
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imposed on any parcel which exceeds the reasonable cost of the proportional special benefit conferred on that parcel."
This District was formed to establish and provide for the improvements that enhance the presentation of the surrounding properties and developments. These improvements will directly benefit the parcels to be assessed within the District.
The assessments and method of apportionment is based on the premise that the assessments will be used to construct and install landscape and lighting improvements within the existing District as well as provide for the annual maintenance of those improvements, and the assessment revenues generated by District will be used solely for such purposes.
The costs of the proposed improvements have been identified and allocated to properties within the District based on special benefit. The improvements to be provided by this District and for which properties will be assessed have been identified as an essential component and local amenity that provides a direct reflection and extension of the properties within the District which the property owners and residents have expressed a high level of support.
The method of apportionment (method of assessment) set forth in the Report is based on the premise that each assessed property receives special benefits from the landscape and lighting improvements within the District, and the assessment obligation for each parcel reflects that parcel's proportional special benefits as compared to other properties that receive special benefits.
To identify and determine the proportional special benefit to each parcel within the District, it is necessary to consider the entire scope of the improvements provided as well as the properties that benefit from those improvements. The improvements and the associated costs described in this Report, have been carefully reviewed and have been identified and allocated based on a benefit rationale and calculations that proportionally allocate the net cost of only those improvements determined to be of special benefit to properties within the District. The various public improvements and the associated costs have been identified as either "general benefit" (not assessed) or "special benefit".
B. DISTRICT BENEFIT
The costs of the District are apportioned by a formula or method, which fairly distributes the net amount to be assessed among all assessable parcels in proportion to the special benefits to be received by each such parcel from the improvements. Improvements maintained by the District that are considered to provide general benefit (in whole and in part), are funded by the City and not included in the annual assessments. Property owners are assessed for special benefits only.
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Each parcel within the District receives special benefits from the improvements due to the close proximity of the landscaping, masonry wall, and lighting improvements to each parcel. The improvements provide added beautification and aesthetic value to each developed property and property owner and an enhanced quality of life within the subdivision. In areas along Highway 111, where the property has not been developed, the City pays for parkway maintenance out of the general fund. As development occurs, it is anticipated that the City will continue to require perimeter landscape maintenance along Highway 111 to be maintained by the individual developments.
The major arterials are the entryways into the City and provide beautification to the entire City. The City enjoys a reputation for beauty, and the parkway landscape improvements along major arterials enhance that reputation and provide an amount of benefit to all parcels in the City. This amount of benefit is estimated at 10% of the total benefit, and the City will contribute 10% of the landscaping costs to specified zones (A3, A5B, A8, A11A, C, D, E, and A20) that contain improvements along Highway 111.
C. METHODOLOGY
Pursuant to the 1972 Act and the provisions of the Article, the costs of the District are apportioned by a formula or method, which fairly distributes the net amount to be assessed among all assessable parcels in proportion to the special benefits to be received by each such parcel from the improvements. Improvements maintained by the District that are considered to provide general benefit (in whole and in part), are funded by the City and not included in the annual assessments.
Property owners are assessed for special benefits only.
Each parcel within the District receives special benefits from the improvements due to the close proximity of the landscaping, masonry wall, and lighting improvements to each parcel. The improvements provide added beautification and aesthetic value to each developed property and property owner and an enhanced quality of life within the subdivision. In areas along Highway 111, where the property has not been developed, the City pays for parkway maintenance out of the general fund. As development occurs, it is anticipated that the City will continue to require perimeter landscape maintenance along Highway 111 to be maintained by the individual developments.
The major arterials are the entryways into the City and provide beautification to the entire City. The City enjoys a reputation for beauty, and the parkway landscape improvements along major arterials enhance that reputation and provide an amount of benefit to all parcels in the City. This amount of benefit is estimated at 10% of the total benefit, and the City will contribute 10% of the landscaping costs to specified zones (A3, A5B, A8, A11A, C, D, E, and A20) that contain improvements along Highway 111.
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A summary of Equivalent Benefit Unit ("EBU") rates for all Zones except A19 -A26 is shown in the table below:
EQUIVALENT BENEFIT UNIT (EBU) FORMULA
Land Use
Single Family Res. (SFR)
Vacant SFR Lot
Non -Residential
Vacant
Golf Courses
Benefit Unit Factor
(BUF)
1.00 0.30
6.00 1.80
0.90 Parcel EBU
1 EBU/Unit
0.30 EBU/Unit
6.0 EBU/Acre
1.80 EBU/Acre
0.90 EBU/Acre
The following formula is used to calculate each parcel's EBU (proportional benefit).
BUF x (Acres or Units) = Parcel EBU
i.e. For Land Use Vacant — (3.70 acres x 1.80 BUF = 6.66 Parcel EBU) For Zones A19 -A26, each parcel is assigned 1 EBU regardless of development status.
The total number of Equivalent Benefit Units ("EBUs") is the sum of all individual EBUs applied to the parcels within each zone that receives special benefit from the improvements. A levy per EBU (Levy Rate) for the zone is established by taking the total cost of the improvements and dividing that amount by the total number of EBUs of all parcels benefiting from the improvements. This Rate is then applied back to each parcel's individual EBU to determine the parcel's proportionate benefit and assessment obligation for the improvements.
Total Balance to Levy / Total EBUs = Levy Rate per EBU
Levy Rate per EBU x Parcel EBU = Parcel Levy Amount
D. DEFINITIONS
For Zones A19 -A26, each parcel is assigned 1 EBU regardless of development status.
Single Family Residential (SFR). Parcels zoned for single-family residential uses are assessed 1 EBU per benefit unit. Parcels designated as SFR land -use will be assessed 1 EBU per benefit unit.
Non -Residential. In converting non-residential properties to EBUs, the factor used is a typical standard single-family residential lot area within the City of Indian Wells and the number of lots that could be subdivided into an acre of land. All properties that are developed for non-residential uses are therefore assigned 6 EBUs per 2023/2024 Landscape and Lighting District No. 91-1
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acre and include commercial, industrial, church, school, and other non-residential uses except golf courses.
Vacant. Conceptually, vacant properties within the district which have development potential receive special benefits from the improvements due to the increase in desirability of the parcels; usually, the special benefits are seen as being less than that of a developed parcel and often the value of the land is compared to the total value of a developed parcel to achieve a benefit ratio.
Therefore, vacant property will be assessed 30% of a developed property.
Vacant Single -Family Residential Lots. Parcels that are individual subdivided vacant residential lots are assessed at 30% of the developed single-family residential lot and are assigned 0.3 EBUs per parcel. This reduction in EBUs is based upon the reduced special benefits received by undeveloped parcels until such time as they are developed.
Vacant Non -Subdivided Parcels. Vacant parcels that are not subdivided are assigned EBUs on the basis of parcel size. The parcels will be assessed at the rate of 30% of the developed equivalency. Therefore, vacant non -subdivided property is assessed 6 x 30% = 1.8 EBU per acre.
Recreational/Golf Course Property. Recreational/golf course property closely resembles vacant property in that it has large land areas comprised of mostly park- like open space and only a few buildings, if any. However, because golf courses do not have the development potential that vacant land has and the value of the property is less, golf course property receives less special benefits than vacant property. Therefore, recreational/golf course property is assessed at 50% of a vacant property, or 1.8 x 50% = 0.90 EBU per acre.
Public Property. Public property, which is developed and used for residential or business purposes will be assessed the same as private property with the same use. Vacant public property will be assessed as vacant private property.
Exempt. Excepted from the assessment would be the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public alleys, public easements and rights -of -way, public greenbelts, and parkways. Also exempted from assessment would be utility rights -of -way, common areas (such as in condominium complexes), landlocked parcels, and small parcels vacated by the City as these parcels have little or no value and therefore do not benefit from the improvements.
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E. INFLATION FACTOR
For All Zones Except for Zones A19 — A23 and A26 — By approval of the Council, the maximum assessment rate that may be levied for each EBU may be increased in each year by the greater of the change in the Consumer Price Index ("CPI") for All Urban Consumers for the Los Angeles -Riverside -Orange County Area from January to January or three percent (3.00%). As of January 2018, the Bureau of Labor Statistics ("BLS") split the Los Angeles -Riverside -Orange County Area for All Urban Consumers to the Los Angeles -Long Beach -Anaheim Area and Riverside -San Bernardino -Ontario Area for All Urban Consumers. Currently, the District uses the Riverside -San Bernardino -Ontario CPI index to compute the CPI difference each year. Each Fiscal Year, the Engineer shall compute the percentage difference between the CPI from January to January or three percent (3.00%). Such assessment adjustments shall not be considered an increased in assessment. A proposed assessment that exceeds the adjusted maximum assessment rate will require property owner balloting approval before the increase may be imposed.
For Fiscal Year 2023/2024 the change in January CPI for the Riverside -San Bernardino -Ontario Area is 7.33% therefore the maximum assessment rate will be adjusted by 7.33%.
For Zones A19 — A23 and A26 by approval of the Council, the maximum assessment rate levied that may be levied for each EBU may be increased in each year (beginning with Fiscal Year 2000/2001 for A19, Fiscal Year 2001/2002 for A20 and A21, Fiscal Year 2004/2005 for A22 and A23, and Fiscal Year 2007/2009 for A26) by the CPI percentage difference for February of each year to the previous February for All Urban Consumers for the Los Angeles -Riverside -Orange County Area. As of January 2018, the BLS split the Los Angeles -Riverside -Orange County Area for All Urban Consumers to the Los Angeles -Long Beach -Anaheim Area and Riverside -San Bernardino -Ontario Area for All Urban Consumers. The February percentage difference no longer exists. Currently, the District uses the Riverside - San Bernardino -Ontario CPI index to compute the CPI difference each year. The Engineer shall compute the percentage difference between the CPI for January of each year and the CPI for the previous January and shall then adjust the existing assessment amount not to exceed such percentage for the following fiscal year.
Such assessment adjustments shall not be considered an increased in assessment. A proposed assessment that exceeds the adjusted maximum assessment rate will require property owner balloting approval before the increase may be imposed.
For Fiscal Year 2023/2024, the maximum assessment rate for Zones A19 -A23 and A26 will be adjusted by the Riverside -San Bernardino -Ontario Area January change in CPI of 7.33%.
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/V DISTRICT BUDGETS
A. DESCRIPTION OF BUDGET ITEMS
The following section describes the services and costs that are funded through the District and shown in the District Budgets.
Maintenance Costs - Includes all contracted labor, material and equipment required to properly maintain the improvements within the District and Zones. The improvements include street lighting; fencing; planting materials; hardscape; irrigation, lighting, and drainage systems; tree trimming; sidewalks; graffiti removal; entry monuments and ornamental structures; water features; and associated appurtenant facilities within the District. In Zones A3, A5B, E, A25, and A26 the improvements are serviced and maintained by an association or property manager acting as an Agent of the City. In all other Zones the City utilizes the services of landscape maintenance contractors for all regularly scheduled maintenance. All improvements within the District will be maintained and serviced on a regular basis.
Landscape and Lighting Materials - This includes all materials necessary during the landscape maintenance procedures, e.g., pipe, shrubs, fertilizer, etc. as well as to maintain and ensure the proper operating condition of all lighting including electricity.
Landscape Water and Electric - The furnishing of water and electricity required for the operation and maintenance of the landscaped areas and facilities.
Capital Replacement Costs/Renovation - This may include repairs that are unforeseen and not normally included in the yearly maintenance cost. Repairs may include replacement or refurbishing of damaged amenities due to vandalism, storms, die off, and frost. Planned upgrades of the improvements that provide a direct benefit to the district/zone could also be included in capital replacement/renovation costs. Examples of upgrades include planned replacement of plant materials and/or renovation of irrigation or lighting systems that are necessary or requested by property owners.
Special District Services - These may be contingency funds for additional costs beyond those normally budgeted, such as use of specialized equipment or pest control. These funds may also be for services requested by the property owners that are outside the normal maintenance services provided by the District. These costs and services may be for a specific group of parcels within a given Zone and not applied to all parcels within the Zone or District. These costs will be apportioned to only those parcels that receive benefit from the special service.
Personnel/Overhead - The cost to all particular departments and staff of the City for providing the coordination of District services, operations and maintenance of 2023/2024 Landscape and Lighting District No. 91-1
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the improvements, response to public concerns and education, and procedures associated with the levy and collection of assessments.
Professional Fees - These are the costs of contracting with professionals to provide services specific to the levy administration, county administration fee, and county per parcel fee. Professional levy administration includes preparation of the Report, resolutions, and levy submittal to the County. These fees can also include any additional administrative, legal, or engineering services specific to the District such as the cost to prepare and mail notices of the public meeting and hearing.
County administration fee is the actual cost to the District for the County to collect District assessments on the property tax bills. This charge is based on a flat rate per fund number. County per parcel fee is the cost to the District for the County to collect assessments on the property tax bills. This charge is based on a per assessment basis and is in addition to the County Administration Fee.
Miscellaneous - This item includes, but is not limited to, funds collected for the Reserve Fund, the Capital Improvement Fund, or any additional administrative costs such as printing or reproductions.
Reserve Fund - The Reserve Fund reflects funds being added or deleted from the Reserve Account for the current fiscal year. The Reserve Account provides for collection by the District of funds to operate the District from the time period of July 1 (Beginning of the fiscal year) through January when the County provides the City with the first installment of assessments collected from the property tax bills. The Reserve Account reduces the need for the City to transfer funds from non -district accounts to pay for District charges during the first seven (7) months of the fiscal year.
Capital Improvement Funds - This provides for the collection of monies that are set aside for improvement upgrades and/or renovation not included in the annual direct costs. Money collected in this fund must be spent within a five-year period.
City Contribution - Any funds added to the District or Zone account by the City from the City's General Fund Account.
Other Revenue Sources - Additional funds designated for use by the District that are not District assessments. These funds are added to the District account and may be from either non -District or District sources.
Balance to Levy - This is the total amount to be levied to the parcels within the District for the current fiscal year. The Balance to Levy represents the sum of the Total Direct and Administration Costs, plus any revenue adjustments resulting from the Reserve Fund, Beginning Balance, City Contributions, Other Revenue Sources, or Capital Improvement Fund. This dollar amount represents the total funds to be collected from the parcels through assessments on the property tax bills.
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Total Equivalent Benefit Unit (EBU) - The Equivalent Benefit Unit (EBU) is a numeric value calculated for each parcel based on the parcel's land use and size.
The EBU shown in the District Budgets represent the sum total of all individual parcel EBUs that receive benefit from the improvements for that Zone. Please refer to Section I I I for a more detailed explanation of the Method of Apportionment.
Maximum Levy per EBU — This is the rate per EBU approved by property owners in Fiscal Year 1997/1998 adjusted for inflation as described in the Method of Apportionment.
B. PERSONNEL OVERHEAD
Personnel overhead costs are set forth in the following table. The Finance Department's administrative costs have been budgeted at $9,523 for Fiscal Year 2023/2024. These costs include, but are not limited to, time spent by Finance Personnel on budgets, payment of bills, and working with consultants to ensure the levy is placed on County tax rolls. Total Public Works costs for Fiscal Year 2023/2024 have been budgeted at $31,008. These costs include, but are not limited to, time spent by Public Works Personnel on everyday inspections of landscaping, replacement of light bulbs and broken sprinklers, electrical maintenance, and monitoring of landscaping workers to make sure grass is maintained and weeds are clear.
TABLE 1— 2023/2024 PERSONNEL OVERHEAD
Hours Spent Loaded Hourly Rate (1) Total Cost Allocation(2)
FINANCE
Accounting Technician 1
Assistant Finance Director
1 1
1 80
40 1
1 $65.33
107.41
$5,226
4,296
Total Finance
PUBLIC WORKS
Public Works Supervisor
Maintenance Worker 11
Public Works Admin Asst
Public Works Director
120
160
280
40 20
$78.43
46.89 62.82
140.87
9,523
$12,549
13,129
2,513
2,817
Total Public Works
500
$31,008
Grand Total
620 $40,531
1) Loaded Hourly Rate includes benefits and salary.
2) Totals may not tie due to rounding.
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C. DISTRICT BUDGETS
TABLE II - 2023/2024 DISTRICT BUDGETS
Zone Description
Al (1)
EL
DORADO
A2 (1)
MONTECITO/
STARDUST
A3 (2)
CASA
DORADO
DIRECT COSTS
Contracted Maintenance Costs
$30,000
$14,600
$24,750
Utilities - Landscape Water & Electric
7,600
6,600
0 Capital Improvements
18,000
2,750
0 Direct Subtotal
$55,600
$23,950
$24,750
ADMINISTRATION COSTS
Administrative Personnel Overhead
$560
$560
$560
Public Works Personnel Overhead
1,824
1,824
1,824
Professional Fees
2,310
385
770
Admin. Subtotal
$4,694
$2,769
$3,154
Total Direct and Admin. Costs
$60,294
$26,719
$27,904
CITY CONTRIBUTIONS AND OPERATING SUBSIDIES
Reserve Fund Contribution
$0
$0
$0
Personnel/Overhead - City of Indian Wells Subsidy
0 0
0 Annual City Operating Contribution
0 0
(2,475)
City of Indian Wells Contribution and Subsidy Subtotal
$0
$0
($2,475)
Remaining Balance to Levy
$60,294
$26,719
$25,429
DISTRICT STATISTICS
Total Parcels
378
59 123
Total Parcels Levied
372
56 116
Total Equivalent Benefit Unit (EBU)
363.32
56.00 116.00
FY 2023/2024 Levy Rate per EBU (projected)
$165.96
$477.14
$219.22
FY 2023/2024 Maximum Levy per EBU Allowed
$249.39
$524.64
$240.89
Maximum Allowable Assessment
$90,608
$29,380
$27,943
FY 2022/2023 Applied Levy Rate per EBU
$123.86
$440.18
$212.42
FY 2022/2023 Maximum Levy per EBU Allowed
$232.36
$488.82
$224.44
FUND BALANCE INFORMATION
Beginning Reserve Balance 2023 (estimated)
$69,760
$3,899
$0
Reserve Fund Collection/(Deduction)
0 0
0 Ending Reserve Fund Balance 6/30/2024
$69,760
$3,899
$0
Minimum 50% operating reserve Balance
$30,147
$13,360
$13,952
(1) City Contribution = Exempt due to no public benefit findings per original Engineer's Report. (2) City Contribution = Minimum of 10% of Total Costs.
`Totals may not tie due to rounding.
Note: The Applied Levy Rate is rounded to the nearest even penny. 2023/2024 Landscape and Lighting District No. 91-1 Page 17
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TABLE II - 2023/2024 DISTRICT BUDGETS
Zone Description
A5B (2)
THE COVE
A8 (2)
INDIAN WELLS
GOLF RESORT
A11A (2)
HWY 111/ CLUB
DRIVE
DIRECT COSTS
Contracted Maintenance Costs $20,500
$200,000
$25,000
Utilities - Landscape Water & Electric 0
77,000
4,000
Capital Improvements 0
39,000
7,500
Direct Subtotal $20,500
$316,000
$36,500
ADMINISTRATION COSTS
Administrative Personnel Overhead $560
$560
$560
Public Works Personnel Overhead 1,824
1,824
1,824
Professional Fees
440
220
110
Admin. Subtotal
$2,824
$2,604
$2,494
Total Direct and Admin. Costs
$23,324
$318,604
$38,994
CITY CONTRIBUTIONS AND OPERATING SUBSIDIES
Reserve Fund Contribution
$0
$0
$0
Personnel/Overhead - City of Indian Wells Subsidy
0 0
0 Annual City Operating Contribution
(2,050)
(31,600)
(3,650)
City of Indian Wells Contribution and Subsidy Subtotal
($2,050)
($31,600)
($3,650)
Remaining Balance to Levy
$21,274
$287,004
$35,344
DISTRICT STATISTICS
Total Parcels
64 16
12 Total Parcels Levied
64 14
10 Total Equivalent Benefit Unit (EBU)
62.60 438.90
160.98
FY 2023/2024 Levy Rate per EBU (projected)
$339.86
$653.92
$219.56
FY 2023/2024 Maximum Levy per EBU Allowed
$373.42
$718.66
$348.22
Maximum Allowable Assessment
$23,376
$315,420
$56,056
FY 2022/2023 Applied Levy Rate per EBU
$322.34
$634.60
$172.82
FY 2022/2023 Maximum Levy per EBU Allowed
$347.92
$669.58
$324.44
FUND BALANCE INFORMATION
Beginning Reserve Balance 2023 (estimated)
$0
$9,667
$14,486
Reserve Fund Collection/(Deduction)
0 0
0 Ending Reserve Fund Balance 6/30/2024
$0
$9,667
$14,486
Minimum 50% operating reserve Balance
$11,662
$159,302
$19,497
z City Contribution = Minimum of 10% of Total Costs
'Totals may not tie due to rounding.
Note: The Applied Levy Rate is rounded to the nearest even penny. 2023/2024
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TABLE II - 2023/2024 DISTRICT BUDGETS
Zone Description
A11C (1)
CLUB DRIVE
C (2)
THE COLONY
D (2)
COLONY COVE
ESTATES
DIRECT COSTS
Contracted Maintenance Costs
$9,000
$67,000
$12,000
Utilities - Landscape Water & Electric
1,200
7,500
5,000
Capital Improvements
2,000
15,000
5,000
Direct Subtotal
$12,200
$89,500
$22,000
ADMINISTRATION COSTS
Administrative Personnel Overhead
$560
$560
$560
Public Works Personnel Overhead
1,824
1,824
1,824
Professional Fees
110
385
110
Admin. Subtotal
$2,494
$2,769
$2,494
Total Direct and Admin. Costs
$14,694
$92,269
$24,494
CITY CONTRIBUTIONS AND OPERATING SUBSIDIES
Reserve Fund Contribution
($3,375)
($17,000)
($11,000)
Personnel/Overhead - City of Indian Wells Subsidy
0 0
0 Annual City Operating Contribution
0 (8,950)
(2,200)
City of Indian Wells Contribution and Subsidy Subtotal
($3,375)
($25,950)
($13,200)
Remaining Balance to Levy
$11,319
$66,319
$11,294
DISTRICT STATISTICS
Total Parcels
9 64
13 Total Parcels Levied
7 64
11 Total Equivalent Benefit Unit (EBU)
55.08 64.00
11.00 FY 2023/2024 Levy Rate per EBU (projected)
$205.52
$1,036.24
$1,026.76
FY 2023/2024 Maximum Levy per EBU Allowed
$225.96
$4,312.18
$12,397.20
Maximum Allowable Assessment
$12,446
$275,980
$136,369
FY 2022/2023 Applied Levy Rate per EBU
$198.80
$985.16
$969.60
FY 2022/2023 Maximum Levy per EBU Allowed
$210.54
$4,017.69
$11,550.54
FUND BALANCE INFORMATION
Beginning Reserve Balance 2023 (estimated)
$22,562
$82,215
$61,707
Reserve Fund Collection/(Deduction)
(3,375)
(17,000)
(11,000)
Ending Reserve Fund Balance 6/30/2024
$19,187
$65,215
$50,707
Minimum 50% operating reserve Balance
$7,347
$46,135
$12,247
(1) City Contribution = Exempt due to no public benefit findings per original Engineer's Report. (2) City Contribution = Minimum of 10% of Total Costs.
"Totals may not tie due to rounding.
Note: The Applied Levy Rate is rounded to the nearest even penny. 2023/2024 Landscape and Lighting District No. 91-1 Page 19
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TABLE II - 2023/2024 DISTRICT BUDGETS
Zone Description
E (2)
DESERT
HORIZONS
A19 (1)
MOUNTAIN
GATE
A20 (2)
MOUNTAIN
GATE ESTATE
DIRECT COSTS
Contracted Maintenance Costs
$517,000
$37,500
$14,500
Utilities - Landscape Water & Electric
0 6,600
2,500
Capital Improvements
0 7,000
7,000
Direct Subtotal
$517,000
$51,100
$24,000
ADMINISTRATION COSTS
Administrative Personnel Overhead
$560
$560
$560
Public Works Personnel Overhead
1,824
1,824
1,824
Professional Fees
3,300
330
110
Admin. Subtotal
$5,684
$2,714
$2,494
Total Direct and Admin. Costs
$522,684
$53,814
$26,494
CITY CONTRIBUTIONS AND OPERATING SUBSIDIES
Reserve Fund Contribution
$0
($10,500)
($11,250)
Personnel/Overhead - City of Indian Wells Subsidy
0 0
0 Annual City Operating Contribution
(51,699)
0 (2,400)
City of Indian Wells Contribution and Subsidy Subtotal
($51,699)
($10,500)
($13,650)
Remaining Balance to Levy
$470,985
$43,314
$12,844
DISTRICT STATISTICS
Total Parcels
536
51 18
Total Parcels Levied
520
50 14
Total Equivalent Benefit Unit (EBU)
630.71
50.00 14.00
FY 2023/2024 Levy Rate per EBU (projected)
$746.76
$866.30
$917.46
FY 2023/2024 Maximum Levy per EBU Allowed
$820.83
$1,316.34
$1,280.490
Maximum Allowable Assessment
$517,707
$65,817
$17,927
FY 2022/2023 Applied Levy Rate per EBU
$725.38
$815.00
$867.86
FY 2022/2023 Maximum Levy per EBU Allowed
$764.77
$1,226.45
$1,193.04
FUND BALANCE INFORMATION
Beginning Reserve Balance 2023(estimated)
$0
$101,393
$53,115
Reserve Fund Collection/(Deduction)
0 (10,500)
(11,250)
Ending Reserve Fund Balance 6/30/2024
$0
$90,893
$41,865
Minimum 50% operating reserve Balance
$261,342
$26,907
$13,247
(1) City Contribution = Exempt due to no public benefit findings per original Engineer's Report. (2) City Contribution = Minimum of 10% of Total Costs.
`Totals may not tie due to rounding.
Note: The Applied Levy Rate is rounded to the nearest even penny. 2023/2024 Landscape and Lighting District No. 91-1 Page 20
City Council Meeting Agenda April 6, 2023
WW I LLDAN
TABLE II - 2023/2024 DISTRICT BUDGETS
Zone Description
A21 (1)
VILLAGGIO
A22 (1)
VAIDYA
A23 (1)
MONTELENA
DIRECT COSTS
Contracted Maintenance Costs
$105,000
$5,000
$65,000
Utilities - Landscape Water & Electric
15,000
1,200
18,500
Capital Improvements
7,000
5,000
5,000
Direct Subtotal
$127,000
$11,200
$88,500
ADMINISTRATION COSTS
Administrative Personnel Overhead
$560
$560
$560
Public Works Personnel Overhead
1,824
1,824
1,824
Professional Fees
1,100
110
550
Admin. Subtotal
$3,484
$2,494
$2,934
Total Direct and Admin. Costs
$130,484
$13,694
$91,434
CITY CONTRIBUTIONS AND OPERATING SUBSIDIES
Reserve Fund Contribution
($21,000)
($7,550)
($11,000)
Personnel/Overhead - City of Indian Wells Subsidy
0 0
0 Annual City Operating Contribution
0 0
0 City of Indian Wells Contribution and Subsidy Subtotal ($21,000)
($7,550)
($11,000)
Remaining Balance to Levy
$109,484
$6,144
$80,434
DISTRICT STATISTICS
Total Parcels
104
18 79
Total Parcels Levied
94 13
72 Total Equivalent Benefit Unit (EBU)
94.00 13.00
72.00 FY 2023/2024 Levy Rate per EBU (projected)
$1,164.74
$472.64
$1,117.16
FY 2023/2024 Maximum Levy per EBU Allowed
$2,694.28
$1,012.92
$1,447.14
Maximum Allowable Assessment
$253,262
$13,168
$104,194
FY 2022/2023 Applied Levy Rate per EBU
$1,106.38
$415.40
$1,069.44
FY 2022/2023 Maximum Levy per EBU Allowed
$2,510.28
$943.75
$1,348.31
FUND BALANCE INFORMATION
Beginning Reserve Balance 2023 (estimated)
$286,008
$36,607
$68,751
Reserve Fund Collection/(Deduction)
(21,000)
(7,550)
(11,000)
Ending Reserve Fund Balance 6/30/2024
$265,008
$29,057
$57,751
Minimum 50% operating reserve Balance
$65,242
$6,847
$45,717
(1) City Contribution = Exempt due to no public benefit findings per original Engineer's Report. `Totals may not tie due to rounding.
Note: The Applied Levy Rate is rounded to the nearest even penny. 2023/2024 Landscape and Lighting District No. 91-1 Page 21
City Council Meeting Agenda April 6, 2023
WWI
TABLE II — 2023/2024 DISTRICT BUDGETS
Zone Description
A25
SUNDANCE
A26
PROVINCE
TOTAL
DIRECT COSTS
Contracted Maintenance Costs
$44,000
$190,000
$1,380,850
Utilities - Landscape Water & Electric
0 0
152,700
Capital Improvements
5,000
8,000
133,250
Direct Subtotal
$49,000
$198,000
$1,666,800
ADMINISTRATION COSTS
Administrative Personnel Overhead
$560
$560
$9,523
Public Works Personnel Overhead
1,824
1,824
31,008
Professional Fees
275
825
11,440
Admin. Subtotal
$2,659
$3,209
$51,971
Total Direct and Admin. Costs
$51,659
$201,209
$1,718,771
CITY CONTRIBUTIONS AND OPERATING SUBSIDIES
Reserve Fund Contribution
$0
$0
($92,675)
Personnel/Overhead - City of Indian Wells Subsidy
0 0
0 Annual City Operating Contribution
0 0
(105,024)
City of Indian Wells Contribution and Subsidy Subtotal
$0
$0
($197,699)
Remaining Balance to Levy
$51,659
$201,209
$1,521,072
DISTRICT STATISTICS
Total Parcels
48 151
1743
Total Parcels Levied
45 133
1655
Total Equivalent Benefit Unit (EBU)
45.00 133.00
2379.59
FY 2023/2024 Levy Rate per EBU (projected)
$1,147.98
$1,512.86
FY 2023/2024 Maximum Levy per EBU Allowed
$1,585.25
$1,662.86
Maximum Allowable Assessment
$71,336
$221,160
$2,232,149
FY 2022/2023 Applied Levy Rate per EBU
$1,094.44
$1,468.80
FY 2022/2023 Maximum Levy per EBU Allowed
$1,476.99
$1,549.30
FUND BALANCE INFORMATION
Beginning Reserve Balance 2023(estimated)
$0
$0
$810,170
Reserve Fund Collection/(Deduction)
0 0
(92,675)
Ending Reserve Fund Balance 6/30/2024
$0
$0
$717,495
Minimum 50% operating reserve Balance
$25,830
$100,605
$859,385
Totals may not tie due to rounding.
Note: The Applied Levy Rate is rounded to the nearest even penny. 2023/2024
Landscape and Lighting District No. 91-1
APPENDIX A - DISTRICT ASSESSMENT DIAGRAM
Mar ch
2007
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Zone shading indicates limits
of assesse d parce ls. Limits of
facilities main ta ined within
ea ch zone am described abo ve .
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Landscape and Lighting District No. 91-1
N
O
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N
City Council Meeting Agenda April 6, 2023
WWI LLDAN
APPENDIX B - 2023/2024 PRELIMINARY ASSESSMENT ROLL
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the Riverside County Assessor Parcel Maps and/or the Riverside County Secured Tax Roll for the year in which this Report is prepared.
Non -assessable lots or parcels may include government owned land; public utility owned property, land principally encumbered with public right-of-way's or easements and dedicated common areas. These parcels will not be assessed.
A listing of parcels within the District and Zones, along with the proposed assessment amounts, have been submitted to the City Clerk, and by reference, are made part of this Report.
Upon approval of the Engineer's Annual Levy Report, and confirmation of the assessments, the assessment information will be submitted to the County Auditor/Controller and included on the property tax roll in Fiscal Year 2023/2024. If the parcels or assessment numbers within the District and referenced in this Report, are re- numbered, re -apportioned or changed by the County Assessor's Office after approval of the Report, the new parcel or assessment numbers with the appropriate assessment amount will be submitted to the County Auditor/Controller. If the parcel change made by the County includes a parcel split, parcel merger or tax status change, the assessment amount submitted on the new parcels or assessment numbers will be based on the method of apportionment and levy amount approved in this Report by the Council. 2023/2024
Landscape and Lighting District No. 91-1 Page 24
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone Al, El Dorado Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number Situs Address
Land Use EBU
Applied Maximum
Assessment Assessment
633-090-009 75995 CAMINO CIELO
633-090-010 75973 CAMINO CIELO
633-090-011 75951 CAMINO CIELO
633-090-012 75929 CAMINO CIELO
633-090-013 75907 CAMINO CIELO
633-090-014 75885 CAMINO CIELO
633-090-015 75863 CAMINO CIELO
633-090-016 75841 CAMINO CIELO
633-090-017 75819 CAMINO CIELO
633-090-018 75797 CAMINO CIELO
633-090-019 75775 CAMINO CIELO
633-090-020 45303 VIA EST
633-090-021 45201 VIA EST
633-090-022 45109 VIA EST
633-090-023 45001 VIA EST
633-090-024 75784 VIA ALLEGRE
633-090-025 75806 VIA ALLEGRE
633-090-026 75828 VIA ALLEGRE
633-090-027 75850 VIA ALLEGRE
633-090-028 75872 VIA ALLEGRE
633-090-029 75894 VIA ALLEGRE
633-090-030 75916 VIA ALLEGRE
633-090-031 75938 VIA ALLEGRE
633-090-032 75960 VIA ALLEGRE
633-090-033 75982 VIA ALLEGRE
633-090-034 75993 VIA ALLEGRE
633-090-035 75971 VIA ALLEGRE
633-090-036 75949 VIA ALLEGRE
633-090-037 75927 VIA ALLEGRE
633-090-038 75905 VIA ALLEGRE
633-090-039 75883 VIA ALLEGRE
633-090-040 75861 VIA ALLEGRE
633-090-041 75839 VIA ALLEGRE
633-090-042 75817 VIA ALLEGRE
633-090-043 75795 VIA ALLEGRE
633-090-044 75786 CAMINO CIELO
633-090-045 75808 CAMINO CIELO
633-090-046 75830 CAMINO CIELO
633-090-047 75852 CAMINO CIELO
633-090-048 75874 CAMINO CIELO
633-090-049 75896 CAMINO CIELO
633-090-050 75918 CAMINO CIELO
633-090-051 75940 CAMINO CIELO
633-090-052 75962 CAMINO CIELO
633-090-053 75984 CAMINO CIELO
633-141-001 45695 CIELITO DR
633-142-001 45755 CIELITO DR
633-142-002 45805 CIELITO DR
633-142-003 45855 CIELITO DR
633-142-004 75598 FAIRWAY DR
633-143-001 45700 CIELITO DR
633-143-002 45750 CIELITO DR
633-143-003 45800 CIELITO DR
633-143-004 45850 CIELITO DR
633-143-005 75600 FAIRWAY DR
633-143-006 75690 FAIRWAY DR
633-143-007 75650 ALTAMIRA DR
633-143-008 75680 ALTAMIRA DR
633-143-009 75710 ALTAMIRA DR
633-143-010 75750 ALTAMIRA DR
633-143-011 75780 ALTAMIRA DR
633-143-012 75810 ALTAMIRA DR
633-143-013 75840 ALTAMIRA DR
633-143-014 75870 ALTAMIRA DR
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
$165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
$249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
LLD 91-1 Zone Al Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone Al, El Dorado Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number Situs Address
Land Use EBU
Applied Maximum
Assessment Assessment
633-143-015 75900 ALTAMIRA DR
633-143-016 75950 ALTAMIRA DR
633-143-018 75895 ALTAMIRA DR
633-143-019 75855 ALTAMIRA DR
633-143-020 75805 ALTAMIRA DR
633-143-021 75755 ALTAMIRA DR
633-143-022 75715 ALTAMIRA DR
633-143-023 75675 ALTAMIRA DR
633-143-024 75710 FAIRWAY DR
633-143-025 45995 VISTA DORADO DR
633-143-028 45895 VISTA DORADO DR
633-143-029 45855 VISTA DORADO DR
633-143-030 45835 VISTA DORADO DR
633-143-031 45989 VISTA DORADO DR
633-143-034 75984 ALTAMIRA DR
633-143-035 NO SITUS AVAILABLE
633-144-001 45950 VISTA DORADO DR
633-144-002 75800 FAIRWAY DR
633-144-003 75850 FAIRWAY DR
633-144-004 75900 FAIRWAY DR
633-144-005 NO SITUS AVAILABLE
633-144-006 45881 ELDORADO DR
633-144-007 45825 ELDORADO DR
633-144-008 45801 ELDORADO DR
633-144-009 75995 ALTAMIRA DR
633-144-010 45680 VISTA DORADO DR
633-144-011 45700 VISTA DORADO DR
633-144-012 45750 VISTA DORADO DR
633-144-013 45800 VISTA DORADO DR
633-144-014 45850 VISTA DORADO DR
633-144-015 45900 VISTA DORADO DR
633-181-001 45395 VIA CORONA
633-181-002 45355 VIA CORONA
633-181-003 45305 VIA CORONA
633-181-004 45405 VIA CORONA
633-181-005 76020 ZUNI RD
633-181-006 76050 ZUNI RD
633-181-007 76080 ZUNI RD
633-181-008 76100 ZUNI RD
633-181-011 76160 ZUNI RD
633-181-012 76180 ZUNI RD
633-181-013 76200 ZUNI RD
633-181-014 76220 ZUNI RD
633-181-015 76240 ZUNI RD
633-181-018 76205 ZUNI RD
633-181-019 76120 ZUNI RD
633-181-020 76140 ZUNI RD
633-181-021 76225 ZUNI RD
633-181-024 76245 ZUNI RD
633-182-001 76035 ZUNI RD
633-182-002 76101 ZUNI RD
633-182-003 45350 VIA CORONA
633-182-004 45355 MIAMI CIR
633-182-005 45480 VIA CORONA
633-182-006 76080 OSAGE TRL
633-182-007 76110 OSAGE TRL
633-182-008 76141 ZUNI RD
633-182-009 76145 ZUNI RD
633-182-010 45350 MIAMI CIR
633-182-011 76171 SHAWNEE CIR
633-182-012 76120 OSAGE TRL
633-182-013 76140 OSAGE TRL
633-182-014 76191 SHAWNEE CIR
633-182-015 45305 APACHE RD
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
VAC
SFR
SFR
SFR
SFR
SFV
SFV
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 0.018
1.0 1.0
1.0 1.0
0.3 0.3
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
2.99 165.96
165.96
165.96
165.96
49.79 49.79
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
4.49 249.39
249.39
249.39
249.39
74.82 74.82
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
LLD 91-1 Zone Al Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone Al, El Dorado Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number Situs Address
Land Use EBU
Applied Maximum
Assessment Assessment
633-182-016
633-182-017
633-182-018 76160
633-182-019 76180
633-191-002 45525
633-191-003 45535
633-191-004 45565
633-191-005 45595
633-192-001 76055
633-192-002 76095
633-192-003 45550
633-192-004 45541 PAWNEE CIR
633-192-005 45580 VIA CORONA
633-192-006 45590 VIA CORONA
633-192-007 NO SITUS AVAILABLE
633-192-008 45600 PAWNEE CIR
633-192-009 76125 OSAGE TRL
633-192-010 NO SITUS AVAILABLE
633-192-011 NO SITUS AVAILABLE
633-192-012 NO SITUS AVAILABLE
633-192-013 45570 PAWNEE CIR
633-192-016 76165 OSAGE TRL
633-192-017 76185 OSAGE TRL
633-192-018 45550 MOHICAN CIR
633-192-019 45555 APACHE RD
633-192-021 45585 APACHE RD
633-192-022 45600 MOHICAN CIR
633-193-003 76215 VIA MARIPOSA
633-194-006 76240 VIA MARIPOSA
633-194-007 76230 VIA MARIPOSA
633-194-008 45560 APACHE RD
633-194-009 45550 APACHE RD
633-194-010 45540 APACHE TRL
633-194-011 45530 APACHE RD
633-194-012 45500 APACHE RD
633-194-013 45490 APACHE RD
633-194-014 45480 APACHE RD
633-194-016 45505 OSAGE CT
633-194-017 45492 OSAGE CT
633-194-018 45496 OSAGE CT
633-194-019 45510 OSAGE CT
633-194-021 45495 OSAGE CT
633-201-001 45640 VIA CORONA
633-201-002 76090 VIA MARIPOSA
633-201-003 76120 VIA MARIPOSA
633-201-004 76140 VIA MARIPOSA
633-201-005 76180 VIA MARIPOSA
633-201-006 NO SITUS AVAILABLE
633-201-007 45595 APACHE RD
633-202-001 45625 VIA CORONA
633-202-002 45655 VIA CORONA
633-202-003 45675 VIA CORONA
633-202-004 45725 VIA CORONA
633-202-005 45775 VIA CORONA
633-202-006 45805 VIA CORONA
633-203-001 76061 VIA MARIPOSA
633-203-002 45651 PASEO CORONADO
633-203-003 45650 VIA CORONA
633-203-004 45671 PASEO CORONADO
633-203-005 45700 VIA CORONA
633-203-006 45701 PASEO CORONADO
633-203-007 45750 VIA CORONA
633-203-009 45800 VIA CORONA
633-203-011 45642 PASEO CORONADO
76181 SHAWNEE CIR
45355 APACHE RD
OSAGE TRL
OSAGE TRL
VIA CORONA
VIA CORONA
VIA CORONA
VIA CORONA
OSAGE TRL
OSAGE TRL
VIA CORONA
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFV
SFR
SFR
SFV
SFV
SFV
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFV
SFV
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
0.3 1.0
1.0 0.3
0.3 0.3
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
0.3 0.3
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
49.79 165.96
165.96
49.79 49.79
49.79 165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
49.79 49.79
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
74.82 249.39
249.39
74.82 74.82
74.82 249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
74.82 74.82
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
LLD 91-1 Zone Al Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone Al, El Dorado Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number Situs Address
Land Use EBU
Applied Maximum
Assessment Assessment
633-203-012 45645 ABRIGO WAY
633-203-013 45660 PASEO CORONADO
633-203-015 45700 PASEO CORONADO
633-203-017 45900 PASEO CORONADO
633-203-019 45640 ABRIGO WAY
633-203-020 76201 VIA MARIPOSA
633-203-021 45660 ABRIGO WAY
633-203-022 45655 MOHAWK CIR
633-203-023 45670 ABRIGO WAY
633-203-024 45685 MOHAWK CIR
633-203-027 45625 APACHE RD
633-203-028 45650 MOHAWK CIR
633-203-030 45680 MOHAWK CIR
633-203-036 45800 MOHAWK CIR
633-203-037 45855 APACHE RD
633-203-038 45800 ABRIGO WAY
633-203-039 45655 APACHE RD
633-203-040 45911 PASEO CORONADO
633-203-041 45663 ABRIGO WAY
633-204-005 45800 APACHE RD
633-204-006 45850 APACHE RD
633-204-007 45700 APACHE RD
633-204-008 45750 APACHE RD
633-211-001 76010 FAIRWAY DR
633-212-001 76080 FAIRWAY DR
633-212-002 76100 FAIRWAY DR
633-212-003 76120 FAIRWAY DR
633-212-004 76140 FAIRWAY DR
633-212-005 76160 FAIRWAY DR
633-212-006 76180 FAIRWAY DR
633-212-007 76200 FAIRWAY DR
633-212-008 76210 FAIRWAY DR
633-212-009 76220 FAIRWAY DR
633-213-001 76240 FAIRWAY DR
633-214-001 76011 FAIRWAY DR
633-214-002 76031 FAIRWAY DR
633-214-004 76095 FAIRWAY DR
633-214-005 76125 FAIRWAY DR
633-214-009 76191 FAIRWAY DR
633-214-030 76075 FAIRWAY DR
633-214-031 76131 FAIRWAY DR
633-214-032 76211 FAIRWAY DR
633-214-033 76225 FAIRWAY DR
633-214-035 76165 FAIRWAY DR
633-214-036 76245 FAIRWAY DR
633-214-037 76171 FAIRWAY DR
633-481-003 75692 PAINTED DESERT DR
633-481-004 75682 PAINTED DESERT DR
633-481-005 75672 PAINTED DESERT DR
633-481-006 75662 VIA SERENA
633-481-007 75658 VIA SERENA
633-481-008 75656 VIA SERENA
633-481-009 75654 VIA SERENA
633-481-010 75652 VIA SERENA
633-481-011 75642 PAINTED DESERT DR
633-481-016 75702 PAINTED DESERT DR
633-481-017 NO SITUS AVAILABLE
633-481-019 75632 PAINTED DESERT DR
633-482-003 75621 PAINTED DESERT DR
633-482-004 45565 ALTA COLINA WAY
633-482-005 45575 ALTA COLINA WAY
633-482-006 45585 ALTA COLINA WAY
633-482-007 45595 ALTA COLINA WAY
633-483-001 45690 ALTA COLINA WAY
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFV
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFV
SFR
SFR
SFR
SFR
SFR
SFR
SFR
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 0.3
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
0.3 1.0
1.0 1.0
1.0 1.0
1.0 1.0
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
49.79 165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
49.79 165.96
165.96
165.96
165.96
165.96
165.96
165.96
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
74.82 249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
74.82 249.39
249.39
249.39
249.39
249.39
249.39
249.39
LLD 91-1 Zone Al Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone Al, El Dorado Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number Situs Address
Land Use EBU
Applied Maximum
Assessment Assessment
633-483-002 75605 PAINTED DESERT DR
633-483-003 75615 PAINTED DESERT DR
633-483-004 75625 PAINTED DESERT DR
633-483-005 75635 PAINTED DESERT DR
633-483-006 75645 PAINTED DESERT DR
633-483-007 75655 PAINTED DESERT DR
633-483-008 75665 PAINTED DESERT DR
633-483-011 45565 CIELITO DR
633-483-012 NO SITUS AVAILABLE
633-483-013 45605 CIELITO DR
633-483-014 45625 CIELITO DR
633-483-015 45645 CIELITO DR
633-483-016 45665 CIELITO DR
633-483-017 45685 CIELITO DR
633-483-018 75675 PAINTED DESERT DR
633-484-001 45660 CIELITO DR
633-484-002 45640 CIELITO DR
633-484-003 45620 CIELITO DR
633-484-004 45600 CIELITO DR
633-484-005 45580 CIELITO DR
633-484-006 75755 CALLE TRANQUILIDAD
633-484-007 75757 CALLE TRANQUILIDAD
633-484-010 45540 CIELITO DR
633-484-011 45520 CIELITO DR
633-484-012 45510 CIELITO DR
633-484-013 45500 CIELITO DR
633-484-018 75760 CALLE TRANQUILIDAD
633-484-020 75758 CALLE TRANQUILIDAD
633-501-001 45490 CIELITO DR
633-501-002 75955 OSAGE TRL
633-501-003 75935 OSAGE TRL
633-501-004 75915 OSAGE TRL
633-501-005 75875 OSAGE TRL
633-501-006 75855 OSAGE TRL
633-501-007 75835 OSAGE TRL
633-501-008 75825 OSAGE TRL
633-501-009 75785 OSAGE TRL
633-501-010 75765 OSAGE TRL
633-501-011 75745 OSAGE TRL
633-501-012 45475 BLACKFOOT WAY
633-501-013 45455 BLACKFOOT WAY
633-501-014 45377 BLACKFOOT WAY
633-501-015 45345 BLACKFOOT WAY
633-501-016 45305 BLACKFOOT WAY
633-501-017 75760 MORONGO PL
633-501-018 75790 MORONGO PL
633-501-019 75820 MORONGO PL
633-501-020 75840 MORONGO PL
633-501-021 75860 MORONGO PL
633-501-022 75880 MORONGO PL
633-501-023 75920 MORONGO PL
633-501-024 75940 MORONGO PL
633-501-025 75960 MORONGO PL
633-501-026 45290 CIELITO DR
633-501-027 45330 CIELITO DR
633-501-028 45370 CIELITO DR
633-501-029 45420 CIELITO DR
633-501-030 45474 CIELITO DR
633-502-001 45469 CIELITO DR
633-502-002 45451 CIELITO DR
633-502-003 45395 CIELITO DR
633-502-004 45355 CIELITO DR
633-502-005 45350 CROW CIR
633-502-006 45410 CROW CIR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFV
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
0.3 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
49.79 165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
74.82 249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
LLD 91-1 Zone Al Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone Al, El Dorado Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number Situs Address
Land Use EBU
Applied Maximum
Assessment Assessment
633-502-007
633-502-008
633-502-009
633-502-010
633-502-011
633-502-012
633-502-013
633-502-014
633-502-015
633-502-016
633-502-017
633-502-018
633-502-019
633-502-020
633-502-021
633-502-022
633-502-023
633-502-024
633-502-025
633-502-026
633-860-001
633-860-002
633-860-003
633-860-004
633-860-005
633-860-006
633-860-007
633-860-008
633-860-009
633-860-010
633-860-011
633-860-012
633-860-013
633-860-015
633-860-017
633-860-019
633-860-021
633-860-024
633-860-026
633-860-028
633-860-030
633-860-032
633-860-054
633-860-055
633-860-056
633-860-057
633-860-058
633-860-059
633-860-060
633-860-061
633-860-062
633-860-063
45456 CROW CIR
45455 CROW CIR
45405 CROW CIR
45351 CROW CIR
45346 CHOCTA CIR
45400 CHOCTA CIR
45450 CHOCTA CIR
45449 CHOCTA CIR
45395 CHOCTA CIR
45343 CHOCTA CIR
45340 BLACKFOOT WAY
45374 BLACKFOOT WAY
45430 BLACKFOOT WAY
45478 BLACKFOOT WAY
75810 OSAGE TRL
75830 OSAGE TRL
75850 OSAGE TRL
75870 OSAGE TRL
75910 OSAGE TRL
75930 OSAGE TRL
45095 VIA CASTELLO
76025 VIA MONTELENA
76045 VIA MONTELENA
76059 VIA MONTELENA
76073 VIA MONTELENA
76087 VIA MONTELENA
76101 VIA MONTELENA
76115 VIA MONTELENA
76129 VIA MONTELENA
76143 VIA MONTELENA
76157 VIA MONTELENA
76171 VIA MONTELENA
76173 VIA FIORE
76145 VIA FIORE
76117 VIA FIORE
76089 VIA FIORE
76061 VIA FIORE
76060 VIA MONTELENA
76088 VIA MONTELENA
76116 VIA MONTELENA
76144 VIA MONTELENA
76172 VIA MONTELENA
76159 VIA FIORE
76158 VIA MONTELENA
76131 VIA FIORE
76130 VIA MONTELENA
76103 VIA FIORE
76102 VIA MONTELENA
76075 VIA FIORE
76074 VIA MONTELENA
76047 VIA FIORE
76046 VIA MONTELENA
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
165.96
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
249.39
Summary Fields
Value
Parcel Count:
372
EBU Total:
363.32
Applied Assessment Total:
$60,296.26
LLD 91-1 Zone Al
Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone A2, Montecito/Stardust Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number
Situs Address Land Use EBU
Applied Maximum
Assessment Assessment
633-041-001
633-041-002
633-041-003
633-041-004
633-041-005
633-041-006
633-041-007
633-041-008
633-041-009
633-041-010
633-041-011
633-041-013
633-041-014
633-041-015
633-041-016
633-041-017
633-041-018
633-041-019
633-041-020
633-041-021
633-041-022
633-041-023
633-042-002
633-042-003
633-042-004
633-042-005
633-042-006
633-042-007
633-042-008
633-042-009
633-042-010
633-042-011
633-042-012
633-042-013
633-042-014
633-042-015
633-042-016
633-042-020
633-042-021
633-042-022
633-042-023
633-042-024
633-042-025
633-042-026
633-042-027
633-042-028
633-042-029
633-042-030
633-042-031
633-042-032
633-042-033
633-042-034
633-042-035
633-042-036
633-042-037
633-042-060
75301 MONTECITO DR
75315 MONTECITO DR
75325 MONTECITO DR
75347 MONTECITO DR
75365 MONTECITO DR
75377 MONTECITO DR
75393 MONTECITO DR
75407 MONTECITO DR
75425 MONTECITO DR
75445 MONTECITO DR
75465 MONTECITO DR
75306 STARDUST LN
75316 STARDUST LN
75326 STARDUST LN
75336 STARDUST LN
75356 STARDUST LN
75376 STARDUST LN
75396 STARDUST LN
75406 STARDUST LN
75424 STARDUST LN
75444 STARDUST LN
75462 STARDUST LN
75494 MONTECITO DR
75484 MONTECITO DR
75474 MONTECITO DR
75462 MONTECITO DR
75444 MONTECITO DR
75424 MONTECITO DR
75406 MONTECITO DR
75388 MONTECITO DR
75372 MONTECITO DR
75356 MONTECITO DR
75342 MONTECITO DR
75324 MONTECITO DR
75300 MONTECITO DR
75272 MONTECITO DR
75262 MONTECITO DR
75205 STARDUST LN
75225 STARDUST LN
75261 STARDUST LN
75271 STARDUST LN
75287 STARDUST LN
75305 STARDUST LN
75323 STARDUST LN
75341 STARDUST LN
75355 STARDUST LN
75371 STARDUST LN
75387 STARDUST LN
75405 STARDUST LN
75423 STARDUST LN
75443 STARDUST LN
75461 STARDUST LN
75473 STARDUST LN
75483 STARDUST LN
75493 STARDUST LN
75252 MONTECITO DR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
$477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
477.14
$524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
524.64
Summary Fields
Value
Parcel Count:
56 EBU Total:
56.00 Applied Assessment Total:
$26,719.84
LLD No. 91-1 Zone A2 Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone A3, Casa Dorado Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number Situs Address
Land Use EBU Applied Assessment
Maximum
Assessment
633-101-001
633-101-002
633-101-003
633-101-004
633-101-005
633-101-006
633-101-007
633-101-008
633-101-009
633-101-010
633-101-011
633-101-012
633-101-013
633-101-014
633-101-015
633-101-016
633-101-017
633-101-018
633-101-019
633-101-020
633-101-021
633-101-022
633-101-023
633-101-024
633-101-025
633-101-026
633-101-027
633-101-028
633-101-029
633-101-030
633-101-031
633-101-032
633-102-002
633-102-003
633-102-004
633-102-005
633-102-006
633-102-007
633-102-008
633-102-009
633-102-010
633-102-011
633-102-012
633-102-013
633-102-014
633-102-015
633-102-016
633-102-017
633-102-018
633-102-019
633-102-020
633-102-021
633-102-022
633-102-023
633-110-001
633-110-002
633-110-003
633-110-004
633-110-005
633-110-006
633-110-007
633-110-008
633-110-009
633-110-010
633-110-011
633-110-012
633-110-013
633-110-014
633-110-015
633-110-016
75503 CALLE DEL NORTE
75513 CALLE DEL NORTE
75523 CALLE DEL NORTE
75533 CALLE DEL NORTE
75563 CALLE DEL NORTE
75573 CALLE DEL NORTE
75583 CALLE DEL NORTE
75593 CALLE DEL NORTE
45017 AVENIDA PALOMA
45037 AVENIDA PALOMA
45004 AVENIDA CODORNIZ
45044 AVENIDA CODORNIZ
45124 AVENIDA CODORNIZ
45084 AVENIDA CODORNIZ
75562 CAMINO DE PLATA
75572 CAMINO DE PLATA
75542 CAMINO DE PLATA
75552 CAMINO DE PLATA
75543 CALLE DEL NORTE
75553 CALLE DEL NORTE
45117 AVENIDA PALOMA
45097 AVENIDA PALOMA
45077 AVENIDA PALOMA
45057 AVENIDA PALOMA
45164 AVENIDA CODORNIZ
45204 AVENIDA CODORNIZ
75502 CAMINO DE PLATA
75512 CAMINO DE PLATA
75532 CAMINO DE PLATA
75522 CAMINO DE PLATA
75592 CAMINO DE PLATA
75582 CAMINO DE PLATA
75643 CALLE DEL NORTE
75653 CALLE DEL NORTE
75663 CALLE DEL NORTE
75673 CALLE DEL NORTE
75683 CALLE DEL NORTE
75693 CALLE DEL NORTE
45126 AVENIDA PALOMA
45136 AVENIDA PALOMA
75602 CAMINO DE PLATA
75612 CAMINO DE PLATA
75622 CAMINO DE PLATA
75632 CAMINO DE PLATA
75642 CAMINO DE PLATA
75652 CAMINO DE PLATA
45035 CAMINO DORADO
45065 CAMINO DORADO
45095 CAMINO DORADO
45125 CAMINO DORADO
75662 CAMINO DE PLATA
75672 CAMINO DE PLATA
75682 CAMINO DE PLATA
45155 CAMINO DORADO
75501 CAMINO DE PLATA
75511 CAMINO DE PLATA
75541 CAMINO DE PLATA
75551 CAMINO DE PLATA
75561 CAMINO DE PLATA
75571 CAMINO DE PLATA
75601 CAMINO DE PLATA
75611 CAMINO DE PLATA
45244 AVENIDA CODORNIZ
45284 AVENIDA CODORNIZ
75521 CAMINO DE PLATA
75531 CAMINO DE PLATA
75581 CAMINO DE PLATA
75591 CAMINO DE PLATA
45364 AVENIDA CODORNIZ
45324 AVENIDA CODORNIZ
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
SFR 1.0
$219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
$240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
LLD 91-1 Zone A3 Fiscal Year 2023/2024 Preliminary Assessment Roll
City Council Meeting Agenda April 6, 2023
City of Indian Wells
Landscape & Lighting District No. 91-1 / Zone A3, Casa Dorado Fiscal Year 2023/2024 Preliminary Assessment Roll
Assessor's Parcel Number Situs Address
Land Use EBU Applied Assessment
Maximum
Assessment
633-110-017
633-110-018
633-110-019
633-110-020
633-110-021
633-110-022
633-110-023
633-110-024
633-110-025
633-110-026
633-110-027
633-110-028
633-110-030
633-110-031
633-110-032
633-110-033
633-110-034
633-110-035
633-110-036
633-110-037
633-110-038
633-110-039
633-110-040
633-110-041
633-110-042
633-110-043
633-110-044
633-110-045
633-110-046
633-110-047
633-110-048
633-110-049
633-110-050
633-110-051
633-110-052
633-110-053
633-110-054
633-110-055
633-110-056
633-110-057
633-110-058
633-110-059
633-110-060
633-110-061
633-110-062
633-110-063
75560 CALLE DEL SUR
75570 CALLE DEL SUR
75580 CALLE DEL SUR
75590 CALLE DEL SUR
45404 AVENIDA CODORNIZ
45444 AVENIDA CODORNIZ
75520 CALLE DEL SUR
75530 CALLE DEL SUR
75540 CALLE DEL SUR
75550 CALLE DEL SUR
75600 CALLE DEL SUR
75610 CALLE DEL SUR
75641 CAMINO DE PLATA
75651 CAMINO DE PLATA
75701 CAMINO DE PLATA
75711 CAMINO DE PLATA
75721 CAMINO DE PLATA
75731 CAMINO DE PLATA
75741 CAMINO DE PLATA
75751 CAMINO DE PLATA
75761 CAMINO DE PLATA
45215 CAMINO DORADO
45245 CAMINO DORADO
45275 CAMINO DORADO
45365 CAMINO DORADO
45395 CAMINO DORADO
45485 CAMINO DORADO
45515 CAMINO DORADO
75690 CALLE DEL SUR
75680 CALLE DEL SUR
75670 CALLE DEL SUR
75660 CALLE DEL SUR
45425 CAMINO DORADO
45455 CAMINO DORADO
45305 CAMINO DORADO
45335 CAMINO DORADO
75691 CAMINO DE PLATA
75681 CAMINO DE PLATA
75631 CAMINO DE PLATA
75621 CAMINO DE PLATA
75661 CAMINO DE PLATA
75671 CAMINO DE PLATA
75650 CALLE DEL SUR
75640 CALLE DEL SUR
75630 CALLE DEL SUR
75620 CALLE DEL SUR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
SFR
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
1.0 1.0
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
219.22
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
240.89
Summary Fields
Value
Parcel Count:
116
EBU Total:
116.00
Applied Assessment Total:
$25,429.52
LLD 91-1 Zone A3 Fiscal Year 2023/2024 Preliminary Assessment Roll