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INTERSECTION IMPROVEMENTS:
1. Dillon Road & Site Driveway
• Widen northbound approach to provide a separate northbound right-turn lane. This is consistent with Dillon Road’s ultimate classification of a Four-Lane Boulevard with a Median or Center Left-Turn Lane.
• Install a traffic signal.
2. Dillon Road & Avenue 44
• Widen northbound approach to provide a second northbound through lane. This is consistent with Dillon Road’s ultimate classification of a Four-Lane Boulevard with a Median or Center Left-Turn Lane.
• Widen southbound approach to provide a second southbound through lane. This is consistent with Dillon Road’s ultimate classification of a Four-Lane Boulevard with a Median or Center Left-Turn Lane.
• Install a traffic signal.
3. Dillon Road & Vista Del Norte
• Widen southbound approach to provide a second southbound through lane. This is consistent with Dillon Road’s ultimate classification of a Four-Lane Arterial. • Install a traffic signal.
4. Dillon Road & I-10 Westbound Ramps
• Install a traffic signal.
5. Dillon Road & I-10 Eastbound Ramps
• Install a traffic signal.
Table 14 displays intersection LOS and average vehicle delay results for the key study area intersections under Existing with Scenario B1 (Employment Focus) conditions with the recommended intersection improvements. As shown, with the recommended intersection improvements, all study intersections will operate at acceptable LOC D or better during the AM and PM peak hours.
Table 14: Peak Hour Intersection LOS Results – Existing with Scenario B1 (Employment Focus) and Intersection Improvements
Intersection
Control
Type1
AM Peak Hour PM Peak Hour
Delay
(Sec) LOS
Delay
(Sec) LOS
1: Dillon Rd & Site Drwy Signal 53.6 D 1.8 A
2: Dillon Rd & Ave 44 Signal 10.7 B 26.8 C
3: Dillon Rd & Vista Del Norte Signal 10.8 B 19.7 B
4: Dillon Rd & I-10 WB Ramps Signal 13.4 B 40.4 D
5: Dillon Rd & I-10 EB Ramps Signal 29.6 C 16.7 B
Scenario B2 - Employment/Housing Balance
As noted previously, the segment of Dillon Road along the project frontage north of Fargo Canyon Road to the Vista Del Norte is currently a 2-Lane Collector and is projected to operate at unacceptable levels (LOS F) with the implementation of Scenario B2 (Employment/Housing Balance). Additionally, all study intersections are currently unsignalized side-street stop controlled and are projected to operate at
East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1512 of 1774
unacceptable levels (LOS F) with the implementation of Scenario B2 (Employment/Housing Balance). The following improvements are needed to serve future traffic demand associated with the implementation of Scenario B2 (Employment/Housing Balance):
ROADWAY IMPROVEMENTS:
Per the City of Indio General Plan Mobility Element, Dillon Road’s ultimate roadway classification along the project frontage north of Fargo Canyon Road to the city limits (Ave 44) will be a Four-Lane Boulevard with a Median or Center Left-Turn Lane. Outside of the city limits, the segment of Dillon Road between Ave 44 and I-10 is proposed to be improved to a Four-Lane Arterial per the Western Coachella Valley Area Plan.
Widening Dillon Road to its ultimate classification to four-lanes will provide sufficient capacity to serve future traffic demand associated with the Scenario B2 (Employment/Housing Balance Focus) land uses.
Table 15 displays the roadway segment LOS and analysis results for the Dillon Road segments built to its ultimate classification as a four-lane roadway under Existing with Scenario B2 (Employment/Housing Balance) conditions. As shown, Dillon Roadway will operate at LOS C or better with the roadway widening improvements.
Table 15: Roadway Segment LOS Results – Existing with Scenario B2 (Employment/Housing Balance) and Roadway Improvements
Roadway Segment Ultimate
Classification
LOS
Threshold
(LOS E)
Daily
Volume V/C LOS
Dillon Road North of Fargo Canyon
Rd & Ave 44
4-Lane
Boulevard 42,600 30,126 0.707 C
Dillon Road Ave 44 & Vista Del Norte 4-Lane Arterial 42,600 26,194 0.615 B Dillon Road Vista Del Norte & I-10
WB Ramps 4-Lane Arterial 42,600 31,953 0.750 C
Dillon Road I-10 WB Ramps & I-10 EB
Ramps 4-Lane Arterial 42,600 21,674 0.509 A
Note:
The City of Indio General Plan Mobility Element does not provide a specific roadway capacity for a 4-Lane Boulevard with a Raised median. Thus, the capacity of a 4-Lane Prime Arterial was applied.
INTERSECTION IMPROVEMENTS:
1. Dillon Road & Site Driveway
• Widen northbound approach to provide a separate northbound right-turn lane. This is consistent with Dillon Road’s ultimate classification of a Four-Lane Boulevard with a Median or Center Left-Turn Lane.
• Install a traffic signal.
2. Dillon Road & Avenue 44
• Widen southbound approach to provide a second southbound through lane. This is consistent with Dillon Road’s ultimate classification of a Four-Lane Boulevard with a Median or Center Left-Turn Lane.
• Install a traffic signal.
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A second northbound through lane is not required to serve the future traffic demand under Existing with Scenario B1 (Employment Focus) conditions; however, since Dillon Road’s ultimate roadway classification is planned to be a Four-Lane Boulevard with a Median or Center Left-Turn Lane, widening both the northbound and southbound approaches to provide an additional travel lane is recommended.
3. Dillon Road & Vista Del Norte
• Widen southbound approach to provide a second southbound through lane. This is consistent with Dillon Road’s ultimate classification of a Four-Lane Arterial. • Install a traffic signal.
4. Dillon Road & I-10 Westbound Ramps
• Install a traffic signal.
5. Dillon Road & I-10 Eastbound Ramps
• Install a traffic signal.
Table 16 displays intersection LOS and average vehicle delay results for the key study area intersections under Existing with Scenario B2 (Employment/Housing Balance) conditions with the recommended intersection improvements. As shown, with the intersection improvements, all study intersections will operate at acceptable LOC D or better during the AM and PM peak hours.
Table 16: Peak Hour Intersection LOS Results – Existing with Scenario B2 (Employment/Housing Balance) and Intersection Improvements
Intersection
Control
Type1
AM Peak Hour PM Peak Hour
Delay
(Sec) LOS
Delay
(Sec) LOS
1: Dillon Rd & Site Drwy Signal 42.2 D 14.4 B
2: Dillon Rd & Ave 44 Signal 29.4 C 31.9 C
3: Dillon Rd & Vista Del Norte Signal 9.6 A 18.2 B
4: Dillon Rd & I-10 WB Ramps Signal 12.6 B 42.2 D
5: Dillon Rd & I-10 EB Ramps Signal 23.7 C 22.9 C
High Level Infrastructure Costs
Scenario A - Industrial Infill (No Annexation)
Low - As noted in the previous section, no significant infrastructure improvements are anticipated under this scenario. As such little to no infrastructure costs are anticipated.
Scenario B1 - Employment Focus
High – As outlined in the previous section, the implementation of this scenario will require several roadway and intersection improvements along Dillion Road including widening the road to four-lanes and implementing five new signals. As such, there would be a high cost of transportation infrastructure improvements associated with this scenario.
Scenario B2 - Employment/Housing Balance
High – Similar to Scenario B1, the implementation of Scenario B2 will require several roadway and intersection improvements along Dillion Road including widening the road to four-lanes and implementing five new signals. As such, there would be a high cost of transportation infrastructure improvements associated with this scenario.
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July 3, 2025
Brian Halvorson, AICP
Community Development Director
City of Indio
100 Civic Center Mall
Indio, CA 92201
Subject: Planning and Consulting Services for the East Indio Employment Corridor Annexation Study — Phase 2 Project— City of Indio
Dear Mr. Halvorson:
Dudek is pleased to submit this proposal to assist the City of Indio to provide the enclosed work program for planning and consulting services for the East Indio Employment Corridor Annexation Study— Phase 2 Project (Project) within the City of Indio’s existing Eastern Sphere of Influence. As we transition from Phase 1 to Phase 2, the enclosed includes two (2) scope and budget proposals to further refine the Project Area (see Figure 1) through the development of a proposed conceptual plan for annexation and the preparation of a Fiscal Impact Report.
We offer the City of Indio an integrated team that brings efficiencies, local knowledge, and a depth of experience across disciplines to assist the City and serve as a partner in navigating the annexation process. We look forward to the opportunity to continue working with the City of Indio on this effort.
Sincerely,
__________________________________
Rachel Lindt, AICP
Senior Planner – Planning & Urban Design
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Phase 1: Strategic Assessment of Indio’s Eastern Sphere of Influence Dudek understands that the City of Indio (City) would like to continue analyzing the potential annexation of all or a portion of the City’s Eastern Sphere of Influence (SOI) (Figure 1). During Phase 1, which occurred during Fiscal Year (FY) 2024-2025, the project team focused on understanding opportunities and constraints to developing the Project Area, as well as creating conceptual scenarios. Engagement and coordination were conducted with a variety of interested parties throughout Phase 1, including public utility and service providers, tribal representatives, a Technical Advisory Committee (TAC), Riverside Local Agency Formation Commission (LAFCO) staff, the real estate/development community, and City Council to inform the project and support general buy-in.
Phase 1 concluded with a series of conceptual planning scenarios that will be shared with the various bodies noted above and further refined in Phase 2, as well as substantive information to enable City Staff and decisionmakers to make critical decisions to advance the project forward in Phase 2.
Phase 2: Advancing Annexation Concepts and Preparing for LAFCO Application Phase 2 begins with additional analyses of all or a portion of the City’s Eastern Sphere of Influence (SOI) to develop proposed annexation concepts for review by key interested parties (noted above), including the City’s Planning Commission, property and business owners, and the broader community. This phase includes a fiscal impact analysis to refine and select a preferred concept. Once selected, the focus shifts to preparing the LAFCO application, including a Services and Utilities Plan, and fiscal impact report. Continued engagement with interested parties will support project development and approvals. Similar to Phase 1, the project team—Dudek, CV Strategies, Pro Forma Advisors, and Intersecting Metrics—brings complementary technical expertise and local knowledge. For the purposes of this proposal, the term “project team” refers to Dudek and their teaming partners.
As we transition from Phase 1 to Phase 2, the enclosed includes two (2) scope and budget proposals to further refine the Project Area (see Figure 1) through the development of a proposed conceptual plan for annexation and the preparation of a Fiscal Impact Report:
• Option 1 Original Project Area: Option 1 is based on the Project Area analyzed in Phase 1 (totaling 3,320 acres of the City’s existing Eastern SOI). This option assumes that because there are no additional analyses (beyond what is included in the enclosed scope of work), work can be completed in 15 months. • Option 2 Expanded Project Area: Option 2 includes a proposal to expand the Project Area analyzed during Phase 1 to include an additional 1,289 acres, resulting in a total project area of approximately 4,609 acres. Option 2 includes Task 2.2: Targeted Desktop Constraints and Opportunities Analysis to provide a comparable level of evaluation for the remainder of the Eastern Sphere of Influence (SOI), should the City choose to expand the boundary of analysis for annexation considerations. Because additional analysis will need to be carried out, this scope includes an 18-month project schedule.
The remaining scope of work will accommodate both options to either maintain the existing Project Area or to expand to include the full Eastern SOI area. See Phase 2 – Option 1 Process Timeline and Phase 2- Option 2 Process Timeline on pages 36 and 37, respectively, for additional detail.
For either option, future work to prepare the California Environmental Quality Act (CEQA) documentation, secure project approvals, and submit the formal LAFCO application will occur in Phase 3, prior to which a scope and fee will be prepared for consideration.
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Planning and Consulting Services for the East Indio Employment Corridor — Phase 2 Project, City of Indio 4 Phase 2 - Option 1 (Original Project Area)
Scope of Work
Phase 2 - Option 1 (Original Project Area) assumes that at the end of Phase 1, City Council will provide the direction to continue analyzing the Project Area as it was analyzed during Phase 1 (totaling 3,320 acres of the City’s existing Eastern SOI). This option assumes that because there is no additional analysis (beyond what is included in both Phase 2 options), work can be completed under an expedited schedule (15 months). See Phase 2 – Option 1 Process Timeline for additional detail.
Task 1 Project Management
Rachel Lindt will continue to serve as the day-to-day project manager (PM) and primary point of contact throughout the duration of the project and will continue to be supported by Laurie Grover as Deputy Project Manager (DPM). Dudek’s approach to project management includes clear and timely communication, managing adherence to the scope, keeping the progression of work on schedule, cost controls, and risk management.
Dudek prides itself on integrating a fundamental focus on high-quality work and meeting both client and project goals and objectives.
TASK 1.1 ONGOING MANAGEMENT AND MEETINGS
Rachel, Laurie, and key Dudek staff (such as technical staff), will lead monthly one-hour long (60 minutes) virtual meetings with City staff. Phase 2 Option 1 assumes a 15-month project schedule. Seeing as the project may call for early and often coordination at project onset, Dudek assumes additional time to meet with staff on a bi-weekly basis, for a maximum of 26 one-hour long (60 minutes) meetings total. The meetings will ensure objectives and milestones are being achieved during this timeframe. For these meetings, Dudek will prepare agendas with input from City staff. Meeting minutes will be taken during meetings and provided to the project team with next steps and action items outlined for both Dudek and the City, as needed. Task 1.1 also includes PM and DPM time to manage the budget and schedule on an ongoing basis, manage subconsultants and internal technical teams, as well as prepare monthly invoices.
In the event unanticipated complexities or new components arise resulting in the protraction of the schedule or need for additional solutions meetings, additional scope and fee would be negotiated.
Task 1.1 Deliverables/Assumptions:
▪ Up to 26 one-hour long (60 minutes) virtual meetings (15 monthly meetings and 11 additional biweekly meetings)
▪ Meeting agendas
▪ Monthly invoices
▪ Project schedule to be updated on an ongoing basis
TASK 1.2 KICKOFF MEETING
Within thirty (30) days of the execution of the contract, Dudek will work with the City to schedule a virtual kickoff meeting. The purpose of the kickoff meeting is to confirm expectations, share aspirations, establish relationships with other key Dudek technical staff members, discuss existing information and information gaps, and set the
East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1518 of 1774 Planning and Consulting Services for the East Indio Employment Corridor — Phase 2 Project, City of Indio 5 outreach strategy up for success. The kickoff meeting will identify key team members and clarify roles, lines of communication, and review processes as well as a review of the scope of work and the high-level schedule. The kickoff meeting will also include a discussion on additional data needs for this phase of work (See Task 1.3 Additional Data Needs).
The kickoff meeting will also serve as a working meeting and will involve key City staff members including the Community Development Director, City Manager’s office, Public Works, and Economic Development staff and will help identify major milestones and project considerations. Dudek will prepare a meeting agenda and include any items requested by the City.
Task 1.2 Deliverables/Assumptions:
▪ Attendance at virtual kickoff meeting for up to four (4) key staff and meeting materials including agenda, draft schedule, presentation, minutes, and action items TASK 1.3 ADDITIONAL DATA NEEDS
Dudek will compile an initial list of data required to conduct various analyses in subsequent tasks and present the list to the City. As the contract evolves, Dudek may request additional data needs and will work to consolidate data needs by task. The City will work with Dudek to request data from various entities, including internal City departments, County of Riverside (County), and outside agencies.
Task 1.3 Deliverables/Assumptions:
▪ Consolidated data needs request by task
Task 2 Focused Feasibility and Desktop Constraints Analyses TASK 2.1 HYDROLOGY FEASIBILITY STUDY
Based on findings from the desktop opportunities and constraint analyses conducted in Phase 1, Dudek’s engineers will conduct a hydrology feasibility study to better understand the portion of the Project Area that is part of a special flood zone area to determine the extent of any potential flood hazard areas. Under Task 2.1, Dudek’s engineers will identify potential flood hazard areas (constraints) within the Project Area boundaries via preliminary hydrology and hydraulics (H&H) analyses. Modeling can provide insight into varying level of inundation potential based on available topography and preliminary hydrology calculations. Inundation potential will inform constraints (developable areas, type of development, flood mitigation needs/requirements, habitat mitigation needs/opportunities, etc.)
Dudek Engineering will collect and review existing background data to support the Project. Data collection includes available and provided existing hydrologic and hydraulic studies, data received from other agencies, County GIS layers, topographic data, and other available relevant data. Dudek Engineering will coordinate with other Dudek technical groups to understand data already collected and constraints already identified.
In preliminary research, Dudek Engineering identified high resolution (1-meter) topography data available for the project area. This will be utilized for the hydraulic analysis. Beyond the project area, courser resolution (10-meter) topography data are available and will be utilized for hydrology analysis.
Dudek Engineering will conduct the following H&H services as part of the Hydrology Feasibility Study. For hydrology, Dudek Engineering will delineate drainage basins tributary to the project area utilizing existing USGS national hydrography dataset (NHD) and GIS methods. Using these drainage basin areas, Dudek will apply USGS Regression Equations to determine peak flow rates for several storm recurrence intervals. This will provide a reasonable estimation of expected flowrates without effort required for a detailed hydrology study.
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Findings from the H&H analysis will be summarized in a technical memorandum, and will include the following:
• Documentation of methodology and assumptions.
• Discussion of impact to annexation considerations (constraints, implications to type of development, etc.; this task includes coordination time with other technical groups to focus discussion language). • Produce exhibits displaying results.
Task 2.1 Deliverables/Assumptions:
▪ Draft and Final technical memorandum (word and PDF)
▪ Attendance at one (1) call with the City to present results of study ▪ Dudek assumes that comments recieved on the draft technical memorandum will be relatively minor, meaning no substantial changes to the project area that would require additional analyses.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants. ▪ Hydrology anlaysis will include peak flowrate determination for up to three events – the 2-, 10-, and 100-year storms.
▪ Hydrology analysis will utlizie USGS Regression Equations. Detailed hydrology analysis utlizing Riverside County Flood Control & Water Conservation District Hydrology Manual methodology or other local methodologies may be required for design for future devoplment.
Task 3 Development of Annexation Concept
Following the conceptual scenario planning conducted during Phase 1, Task 3 aims to further define the scenario concepts through developing a series of proposed concepts and engaging variety of groups to help refine to a preferred concept, as described in the sub-tasks below.
TASK 3.1 PROPOSED CONCEPTS
Under this task, the Dudek team will develop up to three (3) proposed annexation concepts that explore different annexation outcomes that address the project vision. The scenarios will be informed by policy context, interested parties engagement, and desktop constraints and opportunities analyses conducted in Phase 1 (e.g., transportation, environmental constraints, land use). Potential differences in the concepts may include:
• Geographic extent (how much land to annex)
• Land use assumptions (e.g., residential, employment, open space) • Infrastructure feasibility (roads, water, sewer)
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The up to three (3) proposed annexation concepts are intended to stimulate discussion, gather feedback, and conceptualize trade-offs. The project team will evaluate each annexation concept based on a series of criteria, such as growth management goals, serviceability, interested party feedback, environemtnal constraints, and others, and share with City staff, decision-makers, and the community for consideration and feedback.
With an understanding that costs associated with new utilities and services to support the identified land use programs will be crticial to the decision-making process, the project team will update estimated future buildouts associated with each proposed concept and refine the order of magnitude costs for the necessary infrastructure, which were initially developed in Phase 1. With regards to transportation infrastructure, the project team will document what will need to be improved or developed within and adjacent to the proposed annexation concept areas. Transportation-related infrastructure may include, but is not limited to, improvements to existing roadways, new roadway connections, intersection improvements, bicycle, and pedestrian improvements, and potential transit service expansion/improvements. Findings from this additional targeted analysis will help inform the proposed concept and support the public, stakeholders, and decision-makers with providing input on the concepts as part of Task 5 Strategy, Outreach and Engagement and Task 7 Project Approvals. In addition, working with the City and applicable water utility agencies as part of Task 5 Strategy, Outreach and Engagement, Dudek will identify backbone infrastructure and service improvements to support future development with respect to location, timing, and costs. With regards to dry utilities, Dudek will work with utility providers (SCE, The Gas Company, Verizon, Time Warner) to understand points of connection and what level of improvements may be required during Task 5.2 Interested Parties Meetings and Outreach.
Task 3.1 Deliverables/Assumptions:
▪ Up to three (3) proposed annexation concepts with evaluation matrix (Draft and Final) ▪ Dudek assumes that comments recieved on the draft concepts will be relatively minor, meaning no substantial changes that would require additional analyses. ▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
TASK 3.2 PREFERRED CONCEPT
Upon receiving input on the up to three (3) proposed annexation concepts as part of Task 5 Strategy, Outreach and Engagement and Task 7 Project Approvals, the Dudek team will work with the City to select the most suitable proposed concept based on selected criteria, and refine as needed to identify a preferred annexation concept.
Task 3.2 will conclude with one (1) preferred concept and associated future buildout which will become the basis for analyzing required infrastructure and services cost and timing as part of Task 6 Services and Utilities Plan, annexation application as part of Task 8 LAFCO Application, and the required environmental documentation as part of Phase 3 (not included within this scope).
Task 3.2 Deliverables/Assumptions:
▪ One (1) preferred concept
▪ Dudek assumes that comments recieved on the Preferred Concept will be relatively minor, meaning no substantial changes to the broad concepts, land uses or other changes that would require additional analyses.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
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As part of the project team, our fiscal subconsultant, Pro Forma Advisors, will lead the preparation of the Fiscal Impact Report (FIR) in close coordination with City and Riverside County staff. The approach emphasizes collaboration with agency staff to identify key data sources and define the fiscal impact model’s methodology. This ensures transparency and confidence in both the inputs and the model’s structure.
Per the LAFCO application requirements, the FIR will evaluate fiscal impacts on affected agencies under two scenarios:
1. If the annexation remains unincorporated, the report will calculate the net cost of services provided by the County, including both municipal and countywide services—through build-out.
2. If the area is annexed to the city, the report will estimate the net cost of services under City jurisdiction.
The fiscal impact of the proposed annexation will be determined by comparing these two scenarios. A detailed work plan describing the steps for this analysis follows.
Project Orientation and Budget Data Collection
1. Collect economic studies and recent fiscal analysis (if any) for review.
2. Collect the most recent County and City budgets and tax data applicable to the analysis, including:
a. Property tax distribution and applicable pre-existing agreements (tax rate area and distribution) b. Special tax rates and distribution factors (sales/use, utility users, etc.) c. Any existing special fees including infrastructure, development mitigation, etc. d. Existing special assessments
Interview Departments
Based on our experience, we understand that fiscal analysis rarely follows a “one size fits all” approach, even in areas that follow similar regulatory frameworks and broad fiscal policies. It is important to understand the functions, responsibilities, and cost allocation methods of each major service-providing department:
1. The project team will interview key service providing departments, as needed, such as Police, Fire, Maintenance Services, Parks and Recreation, and others as applicable.
2. The project team will consult with the City and County’s Finance department to understand fixed and variable costs to derive “net costs” that need to be covered by discretionary revenues.
3. The project team will interview other relevant agencies to understand specific development-related issues that may affect the analysis.
Collect Current and Proposed Land Use Information
1. Collect relevant real estate market information to estimate reasonable build out timing by land use.
2. Pro Forma will utilize the current land use inventory in the base (existing land use or no change) and annex alternatives to illustrate buildout conditions to derive the net incremental change for the planning scenarios.
Consolidate Cost and Revenue Drivers
1. Estimate increment in population, dwelling units, and employment by land use and developed acreage in the County and City.
2. Estimate major service demand distribution by land use type (fire, public safety, etc.)
3. Collect relevant real estate market information to develop a matrix of land values by type of use.
4. Estimate values of other revenue sources based on current pro rata share of population, employment, dwelling units, “Equivalent” dwelling units, lane miles, park acres or developed acreage as applicable.
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5. Estimate expenditure volumes based on pro rata share of population, employment, and dwelling units under each planning scenario.
Prepare Special Models for Selected Cost and Revenue Items Although we will project most of the cost and revenue items using a series of “demand drivers” and pro-rata shares as described above, a number of key line items will be calculated by developing special models. For illustrative purposes, these would include (as applicable):
1. Property Taxes – Pro Forma will develop a property tax revenue calculation model that takes into account:
a. Proposition 13 limitations
b. Appreciation and turnover rates
2. Sales Taxes – Pro Forma typically allocates taxable sales growth to growth in retail market segments in the market area, as opposed to merely allocating a value to each retail parcel. This methodology accounts for market conditions, competitive environment, potential recapture of leakage, and “cannibalization” of existing retail development, and paints a clearer picture in terms of “net” impacts. The potential capture of retail expenditures under each scenario will vary depending upon the variety of retail capacity.
3. Fire Services – Since fire costs are typically “stair-stepped” depending on existing service capacity, and future incremental station needs, these will be calculated separately based on our discussions with the respective Fire departments that may provide future service to the planning area.
4. Others as applicable.
Model Net Fiscal Impacts
Pro Forma will configure the fiscal impact model to reflect the relevant General Fund structure, revenue sources, land use information, existing level of service, and associated municipal costs for the City and County. The fiscal impact model will be used to calculate incremental fiscal costs and revenues under both planning scenarios. This document will be used by Dudek to make any refinements to the annexation plan as well as to compare up to three development programs to select a preferred development program for the LAFCO application, as part of Task 3.1 Proposed Concept and 3.2 Preferred Concept. The model will be the basis of the FIR that will be delivered in connection with the City’s LAFCO application.
Task 4 Deliverables/Assumptions:
▪ Memorandum describing key sensitivities to the fiscal impact analysis. This document will be used by Dudek to make any refinements to the annexation plan as well as to compare up to three development programs to select a preferred annexation concept under Task 3.1 Proposed Concept for the LAFCO application.
▪ Draft Fiscal Impact Report on the preferred land use program. Upon review and comment a final report will be prepared in a Microsoft Word format.
- The report will be written so required pieces of information can be copy and pasted into the “Plan of Services” section of the LAFCO application. It will also be a stand-alone document that can be submitted as an appendix to the LAFCO application. ▪ Attendance at three (3) in-person or virtual meetings ▪ Dudek assumes that comments recieved on the draft Fiscal Impact Report will be relatively minor, meaning no substantial changes to the broad concepts, land uses or other changes that would require additional analyses.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
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We understand that gaining support from landowners, tenants, and the public will be integral to the overall project and the Riverside LAFCO process. This task aims to engage interested parties, educate residents and interested parties on the benefits of the project, mitigate potential community issues, and build public goodwill.
TASK 5.1 STRATEGY, OUTREACH, AND ENGAGEMENT PLAN
Dudek and CV Strategies will work together to review Phase 1's findings and identify the strategy and approach for strategic community outreach to relevant stakeholders and the broader community for Phase 2. As a result, the project team will update the Strategy, Outreach and Engagement Plan, which is a living document, that was developed in Phase 1 and specifically address how to garner support for the LAFCO application and annexation, as well as maintain and continue to facilitate city, county, industry, and community engagement. During Phase 2, the project team will continue to conduct media monitoring and social media support to ensure outreach conducted during the Phase 2 work effort sucessful.
The exact strategies will be decided upon by further discussion with the City and project team; however, we propose the following topics to be covered in our Strategy, Outreach, and Engagement Plan:
• Interested Parties Analysis including residents, property owners, tenants, local service providers, Riverside LAFCO, Riverside County, and decision-makers. • Overview of outreach and engagement methods and techniques such as workshops and surveys to collect the information or input needed from the community and interested parties. The project team will engage with the City’s Public Information Office (PIO) to shape this portion of the plan. • Objectives for each outreach and engagement activity. • Approach to media monitoring and social media support, as well as public media and relations.
Task 5.1 Deliverables/Assumptions:
▪ Strategy, Outreach and Engagement Plan (word document) ▪ The Strategy, Outreach, and Engagement Plan will be a living document that will be updated periodically, if needed.
TASK 5.2 INTERESTED PARTIES MEETINGS AND OUTREACH
As further outlined in the Strategy, Outreach and Engagement Plan (Task 5.1), Dudek and CV Strategies will attend and facilitate meetings with three types of interested parties: 1) landowners/property owners/tenants within the Project Area, 2) service and utility providers, and 3) other public agencies/jurisdictions. Outreach to relevant tribal nations will be covered under Phase 3 during preparation of the CEQA documentation (not included in this scope).
Landowners/Property Owners/Tenants
CV Strategies will facilitate up to 12 in-person or virtual meetings with identified parties with the intent to provide an overview of the proposed annexation intent, understand concerns, and garner support for the project.
Following each meeting, CV Strategies will develop summaries of feedback.
Service and Utility Providers
East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1524 of 1774 Planning and Consulting Services for the East Indio Employment Corridor — Phase 2 Project, City of Indio 11 Dudek will facilitate up to eight (8) virtual meetings with service and utility providers (see list below) to discuss the proposed services and facilities to the level of service required to support the conceptual estimated future buildout/projected needs of the proposed concepts. In addition, construction of new facilities or upgrading of existing facilities will also be discussed, as well as potential timing and cost. These meetings will support the development of a Service and Utilities Plan and Phase 3 (not included within this scope).
Service and utility provider meetings could include the following entities:
1. Indio Water Authority (Water Supply)
2. Coachella Valley Water District (Drainage)
3. Burrtec (Solid Waste and Recycling)
4. Southern California Gas Company (Natural Gas, and Telecommunications)
5. Imperial Irrigation District (Power)
6. Spectrum and Frontier (Telecommunications)
7. Coachella Valley Unified School District
8. Riverside County Library System
Other Public Agencies/Jurisdictions
Dudek will support and attend up to six (6) virtual meetings with other public agencies/jurisdictions, such as the County of Riverside staff, City of Coachella staff, and the Coachella Valley Association of Governments. The purpose of these meetings is to discuss at a high-level and strategically the intent of the project and annexation implications. If additional meetings are needed with the identified public agencies/jurisdictions, Dudek will submit a scope and fee augment.
Task 5.2 Deliverables/Assumptions:
▪ Agendas and in-person/virtual attendance for up to 12 one-hour (60 minutes) meetings with landowners/property owners/tenants.
- Following each meeting, CV Strategies will develop summaries of feedback. ▪ Agendas and virtual attendance for up to eight (8) one-hour (60 minutes) meetings with service/utility providers
▪ Agendas and virtual attendance for up to six (6) virtual one-hour (60 minutes) meetings with other public agencies/jurisdictions
TASK 5.3 TECHNICAL ADVISORY COMMITTEE
Dudek proposes to continue meeting with the Technical Advisory Group (TAC) in Phase 2 to supplement the other external outreach efforts described within this task. The TAC, comprised of the City’s internal departments and agencies (including the City Manager’s office, Community Development, Public Works, Community Services, Parks & Recreation, Finance, Economic Development, City of Indio Police Services, Indio Fire Department, etc.), will continue to convene one (1) time virtually during Phase 2 to discuss the Project Area and proposed infrastructure and long range planning efforts as it relates to the Project Area.
Each meeting will be one-hour (60 minutes) in duration. In Phase 2, the TAC will provide strategic feedback related to the proposed concepts associated with Task 3.1 Proposed Concepts as well as fiscal needs associated with Task 4 Fiscal Impact Analysis. Dudek staff will facilitate each meeting, attend virtually, and provide agendas and meeting summaries. Prior to each meeting, the Dudek Project Manager will work with City staff to outline the appropriate discussion topics.
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▪ Agendas, presentations, and virtual attendance for up to one (1) one-hour (60 minutes) meetings with the TAC
TASK 5.4 COMMUNITY ENGAGEMENT
Dudek will support the City in hosting up to two (2) in-person or virtual public meetings to inform residents, property owners, business owners, and other interested parties of the overall annexation process. Public meetings are a key task in the annexation process to build trust with the community, demonstrate transparency in governance, garner feedback on the process, and help provide a smoother transition in the annexation process.
The project team will work with the City staff, including the City’s PIO, to develop appropriate workshop formats for the public meeting. The workshop could include an informational presentation, open house with informal discussions, or other formats to be discussed with the City. Dudek anticipates one outreach event to collect feedback on the proposed concepts (Task 3.1) and the preferred concept (Task 3.2). Dudek will support the development of presentations and public outreach materials in coordination with City staff to communicate the project’s need, timeline, ways to provide input, and other relevant information.
To increase public awareness of this effort, Dudek will also create and distribute a mailer to addresses within a 500 ft. buffer of the Project Area for each workshop. The mailer will provide information about the project, timeline, and contact information. Dudek will provide light refreshments and up to four (4) outreach boards per event, if in person.
Task 5.4 Deliverables/Assumptions:
▪ Attendance, preparation, and facilitation for up to two (2) in-person or virtual public meetings ▪ Draft and Final mailers, outreach boards (up to four), and materials (electronic copies) ▪ Dudek assumes that comments recieved on outreach collateral will be relatively minor. ▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants. ▪ Dudek assumes that translation and interpretation services will be provided by City staff. Dudek can provide an additional scope and fee for translation and interpretation services, if desired. ▪ Dudek assumes any collateral pieces (such as fliers, FAQ sheets, comment cards, etc.) will be printed by City staff.
▪ If additional outreach is needed beyond what is described in this scope Dudek will submit a scope and fee augment.
TASK 5.5 SURVEYS, WEBSITE, AND PROJECT COLLATERAL
Dudek will continue to provide supportive engagement materials in the form of surveys, website content, social media support, and other project collateral such as FAQs and project Fact Sheets. In order to support interested parties’ outreach, Dudek will prepare a short (10 questions or less) electronic survey using SurveyMonkey that will solicit project feedback and collect relevant contact information. Surveys will be conducted as part of Task 5.4 and aligned with each of the two (2) community engagement and outreach events. Dudek will work with the project team and City staff to identify interested parties and build a project database that can be used throughout the project. Additionally, Dudek will provide clear and consistent project messaging and content for the City to host a newly created project website. The project website will be updated prior to each outreach event as described in Task 5.4 Community Engagement. The project website will include information on the Riverside LAFCO annexation
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Task 5.5 Deliverables/Assumptions:
▪ Preparation of two (2) online surveys, ten (10) hours of website content, and six (6) collateral pieces
TASK 5.6 MEDIA RELATIONS AND SOCIAL MEDIA MONITORING
Working closely with CV Strategies, the project team will serve as the local liaison for the project, managing public and media relations alongside the City of Indio planning staff and the City’s Public Information Officer (PIO) to support clear, accurate, and timely communication. This includes drafting up to five (5) holding statements in response to media coverage, monitoring social media to track public sentiment, and addressing misinformation, as needed. The consultant team will also work to strengthen relationships with local reporters, positioning the City as a trusted source of project information. As such, the consultant team will prepare talking points tailored for City officials, spokespersons, and media use, as well as developing up to two (2) press releases. Work under this task will necessitate close coordination with the City’s PIO to ensure consistent and appropriate messaging.
Task 5.6 Deliverables/Assumptions
▪ Up to five (5) draft social media holding statements. ▪ Talking points tailored for City officials, spokespersons, and media use. ▪ Up to two (2) press releases as needed for key milestones, clarifications, or public announcements.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 6 Services and Utilities Plan
Understanding that Section C Plan of Services is central to the Riverside LAFCO annexation application, Dudek will identify the proposed services and infrastructure associated with the Preferred Concept (Task 3.2) and the associated future build out, including how and when they will be provided and funded.
We recognize that the proposed land uses will require a wide variety of infrastructure to be developed both site and City level to address how the proposed land uses will both import and export water, wastewater, and energy, for example. Considerations for local roads and general mobility will be provided, inclusive of active transportation. In addition, the wet utilities for water, wastewater, and drainage as well as dry utilities, including broadband and telecommunications will be addressed. Lastly, public services will be addressed to ensure that critical services to support the Project Area will be provided.
Work completed under Task 6 will be used to generate content for Section C Plan of Services as part of Task 8 LAFCO Application.
Wet and Dry Utilities
The project team will identify required proposed infrastructure, including phasing and capacities associated with build out, for the appropriate systems including stormwater, sanitary sewer, and water, gas, electric, and telecommunications. It is assumed that the detailed area studies, hydraulic or other types of system models, and inventories will not be required to arrive at recommendations for standard development guidelines, and that suggestion for large facility infrastructure improvements will be based on recommendations from the respective agencies.
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The project team will develop a description of each transportation improvement associated with the Preferred Concept. The description will include the type and location of the improvement, a planning level cost estimate, and how the improvement will be funded. Additionally, the project team will work with both Riverside County and the City of Indio to identify their respective roadway maintenance programs, how roadway maintenance is funded within each jurisdiction, and if either city maintains a roadway condition inventory system, as outlined in Section C of the Riverside LAFCO annexation application. In addition, the project team will develop illustrative maps to identify future transportation networks within and adjacent to the project site.
Services
The project team will identify required services, including police, fire, parks and recreation, library, solid waste collection, street maintenance, lighting, landscaping, street sweeping, and other pertinent service-related items associated with the Preferred Concept. As outlined in Section C of the Riverside LAFCO application, future services will need to be identified relative to location, timing, costs, and funding source.
Task 6 Deliverables/Assumptions
▪ Draft and Final Services and Utilities Plan (word document), including backbone infrastructure map illustrating points of connection, critical infrastructure locations and sizes, and phases, as well as transportation and services-related maps for Sections C and G of the LAFCO application ▪ Dudek assumes that comments recieved on the draft Services and Utilities Plan will be relatively minor, meaning no substantial changes to the broad concepts, land uses or other changes that would require additional analyses.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 7 Project Approvals
With one of the primary objectives of this project being to engage decision-makers early and often to showcase longrange, City-focused priorities and viability, Dudek recommends engaging the City’s Planning Commission and City Council over the entirety of Phase 2.
TASK 7.1 CITY COUNCIL AD-HOC COMMITTEE MEETINGS
Dudek will support the City in creating and facilitating a City Council Ad Hoc Committee composed of members of the City Council or their designees to provide input on the planning process prior to formal project approvals. The Ad Hoc Committee will meet up to three (3) times throughout the course of Phase 2. Dudek will attend these meetings virtually, while the City may host the Ad-Hoc Committee in person. These study sessions are envisioned as touchpoints for the Council to provide feedback and policy direction at key milestones. One of these sessions, held during Phase 2, will focus on reviewing the findings of the Services and Utilities Plan (Task 6). Feedback from this session will be used to inform the final Services and Utilities Plan and the Fiscal Impact Report.
Task 7.1 Deliverables/Assumptions:
▪ Attendance at three (3) virtual meetings
▪ Preparation of meeting agendas, presentations, and meeting summaries
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Dudek anticipates supporting City Staff at multiple public meetings throughout this project’s lifetime. As part of Task 3.1 Proposed Concepts, Dudek will present the Proposed Concepts to the Planning Commission for informational review and input. Based on the feedback received, we will refine the Proposed Concepts into a Preferred Concept that will reflect community, technical, and agency considerations. Under Task 2.2 Preferred Concept, Dudek will finalize the conceptual land use plan and define the project boundaries. This work will establish the formal "Project" definition for use in subsequent CEQA documentation (Phase 3; not included in this scope) and preparation of the LAFCO Application as part of Task 8 LAFCO Application.
Following development of the Preferred Concept, Dudek will present it to both the Planning Commission and City Council to confirm direction and build consensus in advance of entitlement actions.
Task 7.2 Deliverables/Assumptions:
▪ Attendance at up to two (2) total Planning Commission meetings and up to one (1) City Council hearings by up to two (2) Senior Dudek staff.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 8 LAFCO Application
One of the final steps of this project will be working through, and ultimately submitting, a Riverside LAFCO annexation application which will take place during Phase 3, once the CEQA documentation has been prepared.
Having already worked through two Sphere of Influence reorganization requests with the City, Dudek will apply our working knowledge, relationships, and expertise to shepherd this process for the City. As discussed in Task 5 Strategy, Outreach, and Engagement, the project team will coordinate with City and County staff, LAFCO staff, service providers, property owners and other interested parties prior to and as part of the application process. As part of the process (and as part of Task 1 Project Management), Dudek will use the regularly occurring meeting check-ins to organize and ensure all relevant actions associated with this task continue and are implemented in a timely manner to facilitate a smooth application submittal process.
TASK 8.1 LAFCO COORDINATION
Dudek understands that for a clear and effective annexation process, early and often interaction with Riverside LAFCO is necessary. Building off the interaction and relationship-building established in prior City reorganization efforts, during Phase 2, Dudek will facilitate up to two (2) one-hour (60 minutes), virtual working meetings with LAFCO staff aligned with key milestones in the project. At least one (1) of the meetings will be used to discuss the plan of services and fiscal impact, in addition to a focused meeting on the application itself. During one (1) of the meetings, a taxation agreement will be discussed, as needed, as this is required prior to the issuance of a certificate of filing by the LAFCO executive officer. Based on best practice, annexation attempts can oftentimes fail if the affected city and county cannot reach agreement on a property tax split. Having this discussion early may help set the stage for future agreement and is highly recommended. A property tax exchange agreement could be explored as part of this pre-application discussion. Dudek suggests that this meeting take place either before or concurrent with CEQA preparation.
The goal of these meetings is to inform LAFCO staff of the City’s intent to analyze and eventually request reorganization/annexation of the Project Area, and to ensure that the most appropriate engagement tactics are employed for the entirety of the process. For these meetings, Dudek will work with City staff to identify specific questions to discuss with LAFCO staff. Dudek will provide an internal agenda for each of the two (2) meetings.
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▪ Agendas and attendance for up to two (2) virtual one-hour (60 minutes) meetings with LAFCO staff
▪ Should additional meetings with LAFCO staff be needed, Dudek will provide an additional scope and fee.
▪ Dudek assumes that the City will incur all fees associated with LAFCO meetings, should LAFCO decide to impose a staff time fee.
TASK 8.2 APPLICATION PREPARATION
Dudek will lead the effort to compile all required elements of the Riverside LAFCO Annexation Application (as of June 2025). The Riverside LAFCO application identifies ten (10) sections (A through J) that must be completed and submitted to Riverside LAFCO. The following outlines each required section, a brief description of the requirement and Dudek’s approach for compiling and/or developing all relevant elements. The intent of this task is to prepare all materials as outlined below in anticipation that the actual application filing will occur in Phase 3.
Section A Initiation— A Resolution of Application by the City of Indio requesting the Riverside Local Agency Formation Commission to take proceedings for the change of organization. • The required Resolution will be collected as part of Phase 3.
Section B Application Form—A brief LAFCO application form that identifies basic project information, including contact information, existing zoning and pre-zoning, existing and proposed land use, etc. • Dudek will prepare Section B Application Form. It is assumed that one (1) round of review will take place with the City.
Section C Plan of Service – Each proposal for a change of organization must be accompanied by a Plan of Services. The Plan of Services identifies existing and planned services and improvements for the change of organization.
• Dudek will build off the previous tasks (Task 4 Fiscal Impact Analysis and Task 6 Services and Utilities Plan) and will further detail the plans of services, as needed. At a minimum, the Plan will include the type, range, timing, and financing of planned services and improvements, including requirements for infrastructure or other public facilities. Dudek will coordinate with City staff to obtain information and will compile a Plan of Services (and associated mapping) accordingly.
Section D Project Boundary Description – Riverside LAFCO requires a sound boundary description that is acceptable to the surveying profession.
• Dudek assumes that the City’s on-call surveyor will provide these services in response to Riverside LAFCO’s Section D and coordinate directly with the City and Riverside LAFCO. Dudek will provide a highlevel review of the application materials prior to LAFCO submittal.
Section E CEQA Compliance –Riverside LAFCO requires an applicant to demonstrate compliance with the California Environmental Quality Act (CEQA).
• To be prepared as part of Phase 3.
Section F Fiscal Impact Report – A Fiscal Impact Report must be prepared for annexation projects that exceeds 100 acres in size. Content for Section F will be obtained from work complete under Task 4 Fiscal Impact Analysis.
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o Exhibit(s) Showing Existing and Proposed Services: Exhibit should show existing service facilities (i.e.: water lines, sewer lines, parks etc.) locations and any proposed facilities in the vicinity. Show size of water/sewer lines and capacity of treatment plants (As part of Task 5 Service and Utilities Plan)
o Exhibit Showing Existing Land Use (As part of Phase 3) o Exhibit Showing Existing Zoning (As part of Phase 3)
o USGS Topo Map (As part of Task 2.1 Hydrology Feasibility Study) o Exhibit Showing Agricultural Preserves: Exhibit should show location of any agricultural preserves within a 1-mile radius of the proposal. (Map will be prepared under this task) o Exhibit Showing Pre-zoning Designations. (As part of Phase 3)
Section H Fees – Section H lists fees required at the time of application as well as fees that might be required subsequent to Commission approval.
• Please see assumptions in the below “Deliverables/Assumptions” section.
Section I Sphere of Influence Amendment Supplemental Application – Required for all sphere of influence reviews and amendments.
• Since the proposed Project Area is located within the City’s existing Sphere of Influence, Section I is not needed. Should the Project Area change to include area outside of the City’s Sphere of Influence, Section I can be provided upon preparation of an additional scope and fee.
Section J Contribution Disclosure – Anyone who is involved with any annexation to be considered by the Commission and who has made a contribution of more than $250 in the past twelve months to any member of the Commission must disclose the Commission member to whom the contribution was made and the matter of consideration with which they are involved.
• If applicable, Dudek will collect this information from City staff.
Task 8.2 Deliverables/Assumptions:
▪ Draft and Final Application materials (per Riverside LAFCO requirements outlined above; electronic copies)
▪ Dudek assumes one (1) round of review of the draft deliverables and one (1) round of editting. ▪ The City will be responsible for all application, filing, and protest (if applicable) fees as described in the most current Riverside LAFCO application process. See Section H, Fees for the most recent fees as of June 2025.
▪ Dudek assumes that the City (and/or outside consultants) will be responsible for providing materials associated with Section A, Section D, Section H, and Section J as outlined above. The City will provide Dudek with the appropriate electronic or printed materials (excluding the fees associated with Section H) to include in the electronic submittal package.
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Scope of Work
Phase 2 Option 2 (Expanded Project Area) assumes that at the end of Phase 1, City Council will provide the direction to expand the Project Area to include the entirety of the Eastern SOI to include an additional 1,289 acres, resulting in a total project area of approximately 4,609 acres. Dudek has prepared Option 2 that provides a scope and fee for a comparable evaluation for the remainder of the Eastern SOI should City Council opt to expand the project boundary (as captured in Task 2.2 Targeted Constraints and Opportunities Analysis). Because additional analysis will need to be carried out, this scope includes an 18-month project schedule. See Phase 2 – Option 2 Process Timeline for additional detail.
Task 1 Project Management
Rachel Lindt will continue to serve as the day-to-day project manager (PM) and primary point of contact throughout the duration of the project and will continue to be supported by Laurie Grover as Deputy Project Manager (DPM). Dudek’s approach to project management includes clear and timely communication, managing adherence to the scope, keeping the progression of work on schedule, cost controls, and risk management.
Dudek prides itself on integrating a fundamental focus on high-quality work and meeting both client and project goals and objectives.
TASK 1.1 ONGOING MANAGEMENT AND MEETINGS
Rachel, Laurie, and key Dudek staff (such as technical staff), will lead monthly one-hour long (60 minutes) virtual meetings with City staff. Phase 2 Option 2 assumes an 18-month project schedule. Seeing as the project may call for early and often coordination at project onset, Dudek assumes additional time to meet with staff on a bi-weekly basis, for a maximum of 32 one-hour long (60 minutes) meetings total. The meetings will ensure objectives and milestones are being achieved during this timeframe. For these meetings, Dudek will prepare agendas with input from City staff. Meeting minutes will be taken during meetings and provided to the project team with next steps and action items outlined for both Dudek and the City, as needed. Task 1.1 also includes PM and DPM time to manage the budget and schedule on an ongoing basis, manage subconsultants and internal technical teams, as well as prepare monthly invoices.
In the event unanticipated complexities or new components arise resulting in the protraction of the schedule or need for additional solutions meetings, additional scope and fee would be negotiated.
Task 1.1 Deliverables/Assumptions:
▪ Up to 32 one-hour long (60 minutes) virtual meetings (18 monthly meetings and 14 additional biweekly meetings)
▪ Meeting agendas
▪ Monthly invoices
▪ Project schedule to be updated on an ongoing basis
TASK 1.2 KICKOFF MEETING
Within thirty (30) days of the execution of the contract, Dudek will work with the City to schedule a virtual kickoff meeting. The purpose of the kickoff meeting is to confirm expectations, share aspirations, establish relationships
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The kickoff meeting will also serve as a working meeting and will involve key City staff members including the Community Development Director, City Manager’s office, Public Works, and Economic Development staff and will help identify major milestones and project considerations. Dudek will prepare a meeting agenda and include any items requested by the City.
Task 1.2 Deliverables/Assumptions:
▪ Attendance at virtual kickoff meeting for up to four (4) key staff and meeting materials including agenda, draft schedule, presentation, minutes, and action items TASK 1.3 ADDITIONAL DATA NEEDS
Dudek will compile an initial list of data required to conduct various analyses in subsequent tasks and present the list to the City. As the contract evolves, Dudek may request additional data needs and will work to consolidate data needs by task. The City will work with Dudek to request data from various entities, including internal City departments, County of Riverside (County), and outside agencies.
Task 1.3 Deliverables/Assumptions:
▪ Consolidated data needs request by task
Task 2 Focused Feasibility and Desktop Constraints Analyses TASK 2.1 HYDROLOGY FEASIBILITY STUDY
Based on findings from the desktop opportunities and constraint analyses conducted in Phase 1, Dudek’s engineers will conduct a hydrology feasibility study to better understand the portion of the Project Area that is part of a special flood zone area to determine the extent of any potential flood hazard areas. Under Task 2.1, Dudek’s engineers will identify potential flood hazard areas (constraints) within the Project Area boundaries via preliminary hydrology and hydraulics (H&H) analyses. Modeling can provide insight into varying level of inundation potential based on available topography and preliminary hydrology calculations. Inundation potential will inform constraints (developable areas, type of development, flood mitigation needs/requirements, habitat mitigation needs/opportunities, etc.)
Dudek Engineering will collect and review existing background data to support the Project. Data collection includes available and provided existing hydrologic and hydraulic studies, data received from other agencies, County GIS layers, topographic data, and other available relevant data. Dudek Engineering will coordinate with other Dudek technical groups to understand data already collected and constraints already identified.
In preliminary research, Dudek Engineering identified high resolution (1-meter) topography data available for the project area. This will be utilized for the hydraulic analysis. Beyond the project area, courser resolution (10-meter) topography data are available and will be utilized for hydrology analysis.
Dudek Engineering will conduct the following H&H services as part of the Hydrology Feasibility Study. For hydrology, Dudek Engineering will delineate drainage basins tributary to the project area utilizing existing USGS national hydrography dataset (NHD) and GIS methods. Using these drainage basin areas, Dudek will apply USGS
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For hydraulics, Dudek will take flowrates calculated in the hydrology analysis and input those as inflows into a hydraulic model. Dudek will develop a two-dimensional (2D) hydraulic model with the US Army Corps of Engineering (USACE) software Hydrologic Engineering Center River Analysis System (HEC-RAS). Model inputs will include national land cover data (NLCD) to assign flow roughness coefficients to the 2D geometry mesh, flow boundary conditions from the hydrology analysis, and topography data as collected for the project. The model domain will extend sufficiently upstream and downstream such that boundary conditions do not impact the analyses and project impacts can be adequately assessed. 2D mesh geometry grid spacing will be refined to a fine resolution within drainages, with coarser resolution in the overbank sections.
Findings from the H&H analysis will be summarized in a technical memorandum, and will include the following:
• Documentation of methodology and assumptions.
• Discussion of impact to annexation considerations (constraints, implications to type of development, etc.; this task includes coordination time with other technical groups to focus discussion language). • Produce exhibits displaying results.
Task 2.1 Deliverables/Assumptions:
▪ Draft and Final technical memorandum (word and PDF)
▪ Attendance at one (1) call with the City to present results of study ▪ Dudek assumes that comments recieved on the draft technical memorandum will be relatively minor, meaning no substantial changes to the project area that would require additional analyses.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants. ▪ Hydrology anlaysis will include peak flowrate determination for up to three events – the 2-, 10-, and 100-year storms.
▪ Hydrology analysis will utlizie USGS Regression Equations. Detailed hydrology analysis utlizing Riverside County Flood Control & Water Conservation District Hydrology Manual methodology or other local methodologies may be required for design for future devoplment.
TASK 2.2 TARGETED DESKTOP CONSTRAINTS AND OPPORTUNITIES Under optional Task 2.2, the project team will conduct a targeted desktop constraints and opportunities analysis focusing on the portion of the Eastern SOI (1,289 acres total) that is east of the current Project Area. As Phase 1 analyzed the 3,320 acres comprising the Project Area, the purpose of this optional Task 2.2. is to uncover if there are any new constraints or opportunities within the 1,289 acres east of the existing Project Area, as well as if any key issues and opportunities differ given the expanded project area. As such, the project team will analyze this new area, prepare updated analyses, and revise Phase 1 desktop constraints and opportunities reports to address this new condition for the following:
• Land Use and Community Profile
• Biological Resources
• Cultural Resources
• Geological Resources
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• Transportation
• Public Services and Utilities
Task 2.2 Deliverables/Assumptions
▪ Draft and Final Land Use and Community Profile Report ▪ Draft and Final Biological Resources Report
▪ Draft and Final Cultural Resources Report
▪ Draft and Final Geological Resources Report
▪ Draft and Final Paleontological Resources Report
▪ Draft and Final Transportation Report
▪ Draft and Final Public Services and Utilities Report
▪ Dudek assumes that comments recieved on the draft reports will be relatively minor, meaning no substantial changes that would require additional analyses. ▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 3 Development of Annexation Concept
Following the conceptual scenario planning conducted during Phase 1, Task 3 aims to further define the scenario concepts through developing a series of proposed concepts and engaging variety of groups to help refine to a preferred concept, as described in the sub-tasks below.
TASK 3.1 PROPOSED CONCEPTS
Under this task, the Dudek team will develop up to three (3) proposed annexation concepts that explore different annexation outcomes that address the project vision. The scenarios will be informed by policy context, interested parties engagement, and desktop constraints and opportunities analyses conducted in Phase 1 (e.g., transportation, environmental constraints, land use). Potential differences in the concepts may include:
• Geographic extent (how much land to annex)
• Land use assumptions (e.g., residential, employment, open space) • Infrastructure feasibility (roads, water, sewer)
• Fiscal impacts (tax revenue vs. service costs) (as conducted under Task 4 Fiscal Impact Analysis) • Alignment with long-range growth plans
The up to three (3) proposed annexation concepts are intended to stimulate discussion, gather feedback, and conceptualize trade-offs. The project team will evaluate each annexation concept based on a series of criteria, such as growth management goals, serviceability, interested party feedback, environemtnal constraints, and others, and share with City staff, decision-makers, and the community for consideration and feedback.
East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1535 of 1774 Planning and Consulting Services for the East Indio Employment Corridor — Phase 2 Project, City of Indio 22 With an understanding that costs associated with new utilities and services to support the identified land use programs will be crticial to the decision-making process, the project team will update estimated future buildouts associated with each proposed concept and refine the order of magnitude costs for the necessary infrastructure, which were initially developed in Phase 1. With regards to transportation infrastructure, the project team will document what will need to be improved or developed within and adjacent to the proposed annexation concept areas. Transportation-related infrastructure may include, but is not limited to, improvements to existing roadways, new roadway connections, intersection improvements, bicycle, and pedestrian improvements, and potential transit service expansion/improvements. Findings from this additional targeted analysis will help inform the proposed concept and support the public, stakeholders, and decision-makers with providing input on the concepts as part of Task 5 Strategy, Outreach and Engagement and Task 7 Project Approvals. In addition, working with the City and applicable water utility agencies as part of Task 5 Strategy, Outreach and Engagement, Dudek will identify backbone infrastructure and service improvements to support future development with respect to location, timing, and costs. With regards to dry utilities, Dudek will work with utility providers (SCE, The Gas Company, Verizon, Time Warner) to understand points of connection and what level of improvements may be required during Task 5.2 Interested Parties Meetings and Outreach.
Task 3.1 Deliverables/Assumptions:
▪ Up to three (3) proposed annexation concepts with evaluation matrix (Draft and Final) ▪ Dudek assumes that comments recieved on the draft concepts will be relatively minor, meaning no substantial changes that would require additional analyses. ▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
TASK 3.2 PREFERRED CONCEPT
Upon receiving input on the up to three (3) proposed annexation concepts as part of Task 5 Strategy, Outreach and Engagement and Task 7 Project Approvals, the Dudek team will work with the City to select the most suitable proposed concept based on selected criteria, and refine as needed to identify a preferred annexation concept.
Task 3.2 will conclude with one (1) preferred concept and associated future buildout which will become the basis for analyzing required infrastructure and services cost and timing as part of Task 6 Services and Utilities Plan, annexation application as part of Task 8 LAFCO Application, and the required environmental documentation as part of Phase 3 (not included within this scope).
Task 3.2 Deliverables/Assumptions:
▪ One (1) preferred concept
▪ Dudek assumes that comments recieved on the Preferred Concept will be relatively minor, meaning no substantial changes to the broad concepts, land uses or other changes that would require additional analyses.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 4 Fiscal Impact Analysis
As part of the project team, our fiscal subconsultant, Pro Forma Advisors, will lead the preparation of the Fiscal Impact Report (FIR) in close coordination with City and Riverside County staff. The approach emphasizes collaboration with agency staff to identify key data sources and define the fiscal impact model’s methodology. This ensures transparency and confidence in both the inputs and the model’s structure.
Per the LAFCO application requirements, the FIR will evaluate fiscal impacts on affected agencies under two scenarios:
3. If the annexation remains unincorporated, the report will calculate the net cost of services provided by the
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4. If the area is annexed to the city, the report will estimate the net cost of services under City jurisdiction.
The fiscal impact of the proposed annexation will be determined by comparing these two scenarios. A detailed work plan describing the steps for this analysis follows.
Project Orientation and Budget Data Collection
3. Collect economic studies and recent fiscal analysis (if any) for review.
4. Collect the most recent County and City budgets and tax data applicable to the analysis, including:
a. Property tax distribution and applicable pre-existing agreements (tax rate area and distribution) b. Special tax rates and distribution factors (sales/use, utility users, etc.) c. Any existing special fees including infrastructure, development mitigation, etc. d. Existing special assessments
Interview Departments
Based on our experience, we understand that fiscal analysis rarely follows a “one size fits all” approach, even in areas that follow similar regulatory frameworks and broad fiscal policies. It is important to understand the functions, responsibilities, and cost allocation methods of each major service-providing department:
4. The project team will interview key service providing departments, as needed, such as Police, Fire, Maintenance Services, Parks and Recreation, and others as applicable.
5. The project team will consult with the City and County’s Finance department to understand fixed and variable costs to derive “net costs” that need to be covered by discretionary revenues.
6. The project team will interview other relevant agencies to understand specific development-related issues that may affect the analysis.
Collect Current and Proposed Land Use Information
3. Collect relevant real estate market information to estimate reasonable build out timing by land use.
4. Pro Forma will utilize the current land use inventory in the base (existing land use or no change) and annex alternatives to illustrate buildout conditions to derive the net incremental change for the planning scenarios.
Consolidate Cost and Revenue Drivers
6. Estimate increment in population, dwelling units, and employment by land use and developed acreage in the County and City.
7. Estimate major service demand distribution by land use type (fire, public safety, etc.)
8. Collect relevant real estate market information to develop a matrix of land values by type of use.
9. Estimate values of other revenue sources based on current pro rata share of population, employment, dwelling units, “Equivalent” dwelling units, lane miles, park acres or developed acreage as applicable.
10. Estimate expenditure volumes based on pro rata share of population, employment, and dwelling units under each planning scenario.
Prepare Special Models for Selected Cost and Revenue Items Although we will project most of the cost and revenue items using a series of “demand drivers” and pro-rata shares as described above, a number of key line items will be calculated by developing special models. For illustrative purposes, these would include (as applicable):
5. Property Taxes – Pro Forma will develop a property tax revenue calculation model that takes into account:
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b. Appreciation and turnover rates
6. Sales Taxes – Pro Forma typically allocates taxable sales growth to growth in retail market segments in the market area, as opposed to merely allocating a value to each retail parcel. This methodology accounts for market conditions, competitive environment, potential recapture of leakage, and “cannibalization” of existing retail development, and paints a clearer picture in terms of “net” impacts. The potential capture of retail expenditures under each scenario will vary depending upon the variety of retail capacity.
7. Fire Services – Since fire costs are typically “stair-stepped” depending on existing service capacity, and future incremental station needs, these will be calculated separately based on our discussions with the respective Fire departments that may provide future service to the planning area.
8. Others as applicable.
Model Net Fiscal Impacts
Pro Forma will configure the fiscal impact model to reflect the relevant General Fund structure, revenue sources, land use information, existing level of service, and associated municipal costs for the City and County. The fiscal impact model will be used to calculate incremental fiscal costs and revenues under both planning scenarios. This document will be used by Dudek to make any refinements to the annexation plan as well as to compare up to three development programs to select a preferred development program for the LAFCO application, as part of Task 3.1 Proposed Concept and 3.2 Preferred Concept. The model will be the basis of the FIR that will be delivered in connection with the City’s LAFCO application.
Task 4 Deliverables/Assumptions:
▪ Memorandum describing key sensitivities to the fiscal impact analysis. This document will be used by Dudek to make any refinements to the annexation plan as well as to compare up to three development programs to select a preferred annexation concept under Task 3.1 Proposed Concept for the LAFCO application.
▪ Draft Fiscal Impact Report on the preferred land use program. Upon review and comment a final report will be prepared in a Microsoft Word format.
- The report will be written so required pieces of information can be copy and pasted into the “Plan of Services” section of the LAFCO application. It will also be a stand-alone document that can be submitted as an appendix to the LAFCO application. ▪ Attendance at three (3) in-person or virtual meetings ▪ Dudek assumes that comments recieved on the draft Fiscal Impact Report will be relatively minor, meaning no substantial changes to the broad concepts, land uses or other changes that would require additional analyses.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 5 Strategy, Outreach, and Engagement
We understand that gaining support from landowners, tenants, and the public will be integral to the overall project and the Riverside LAFCO process. This task aims to engage interested parties, educate residents and interested parties on the benefits of the project, mitigate potential community issues, and build public goodwill.
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Dudek and CV Strategies will work together to review Phase 1's findings and identify the strategy and approach for strategic community outreach to relevant stakeholders and the broader community for Phase 2. As a result, the project team will update the Strategy, Outreach and Engagement Plan, which is a living document, that was developed in Phase 1 and specifically address how to garner support for the LAFCO application and annexation, as well as maintain and continue to facilitate city, county, industry, and community engagement. During Phase 2, the project team will continue to conduct media monitoring and social media support to ensure outreach conducted during the Phase 2 work effort sucessful.
The exact strategies will be decided upon by further discussion with the City and project team; however, we propose the following topics to be covered in our Strategy, Outreach, and Engagement Plan:
• Interested Parties Analysis including residents, property owners, tenants, local service providers, Riverside LAFCO, Riverside County, and decision-makers. • Overview of outreach and engagement methods and techniques such as workshops and surveys to collect the information or input needed from the community and interested parties. The project team will engage with the City’s Public Information Office (PIO) to shape this portion of the plan. • Objectives for each outreach and engagement activity. • Approach to media monitoring and social media support, as well as public media and relations.
Task 5.1 Deliverables/Assumptions:
▪ Strategy, Outreach and Engagement Plan (word document) ▪ The Strategy, Outreach, and Engagement Plan will be a living document that will be updated periodically, if needed.
TASK 5.2 INTERESTED PARTIES MEETINGS AND OUTREACH
As further outlined in the Strategy, Outreach and Engagement Plan (Task 5.1), Dudek and CV Strategies will attend and facilitate meetings with three types of interested parties: 1) landowners/property owners/tenants within the Project Area, 2) service and utility providers, and 3) other public agencies/jurisdictions. Outreach to relevant tribal nations will be covered under Phase 3 during preparation of the CEQA documentation.
Landowners/Property Owners/Tenants
CV Strategies will facilitate up to 12 in-person or virtual meetings with identified parties with the intent to provide an overview of the proposed annexation intent, understand concerns, and garner support for the project.
Following each meeting, CV Strategies will develop summaries of feedback.
Service and Utility Providers
Dudek will facilitate up to eight (8) virtual meetings with service and utility providers (see list below) to discuss the proposed services and facilities to the level of service required to support the conceptual estimated future buildout/projected needs of the proposed concepts. In addition, construction of new facilities or upgrading of existing facilities will also be discussed, as well as potential timing and cost. These meetings will support Phase 3 and the development of a Service and Utilities Plan.
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9. Indio Water Authority (Water Supply)
10. Coachella Valley Water District (Drainage)
11. Burrtec (Solid Waste and Recycling)
12. Southern California Gas Company (Natural Gas, and Telecommunications)
13. Imperial Irrigation District (Power)
14. Spectrum and Frontier (Telecommunications)
15. Coachella Valley Unified School District
16. Riverside County Library System
Other Public Agencies/Jurisdictions
Dudek will support and attend up to six (6) virtual meetings with other public agencies/jurisdictions, such as the County of Riverside staff, City of Coachella staff, and the Coachella Valley Association of Governments. The purpose of these meetings is to discuss at a high-level and strategically the intent of the project and annexation implications. If additional meetings are needed with the identified public agencies/jurisdictions, Dudek will submit a scope and fee augment.
Task 5.2 Deliverables/Assumptions:
▪ Agendas and in-person/virtual attendance for up to 12 one-hour (60 minutes) meetings with landowners/property owners/tenants.
- Following each meeting, CV Strategies will develop summaries of feedback. ▪ Agendas and virtual attendance for up to eight (8) one-hour (60 minutes) meetings with service/utility providers
▪ Agendas and virtual attendance for up to six (6) virtual one-hour (60 minutes) meetings with other public agencies/jurisdictions
TASK 5.3 TECHNICAL ADVISORY COMMITTEE
Dudek proposes to continue meeting with the Technical Advisory Group (TAC) in Phase 2 to supplement the other external outreach efforts described within this task. The TAC, comprised of the City’s internal departments and agencies (including the City Manager’s office, Community Development, Public Works, Community Services, Parks & Recreation, Finance, Economic Development, City of Indio Police Services, Indio Fire Department, etc.), will continue to convene one (1) time virtually during Phase 2 to discuss the Project Area and proposed infrastructure and long range planning efforts as it relates to the Project Area.
Each meeting will be one-hour (60 minutes) in duration. In Phase 2, the TAC will provide strategic feedback related to the proposed concepts associated with Task 3.1 Proposed Concepts as well as fiscal needs associated with Task 4 Fiscal Impact Analysis. Dudek staff will facilitate each meeting, attend virtually, and provide agendas and meeting summaries. Prior to each meeting, the Dudek Project Manager will work with City staff to outline the appropriate discussion topics.
Task 5.3 Deliverables/Assumptions:
▪ Agendas, presentations, and virtual attendance for up to one (1) one-hour (60 minutes) meetings with the TAC
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Dudek will support the City in hosting up to two (2) in-person or virtual public meetings to inform residents, property owners, business owners, and other interested parties of the overall annexation process. Public meetings are a key task in the annexation process to build trust with the community, demonstrate transparency in governance, garner feedback on the process, and help provide a smoother transition in the annexation process.
The project team will work with the City staff, including the City’s PIO, to develop appropriate workshop formats for the public meeting. The workshop could include an informational presentation, open house with informal discussions, or other formats to be discussed with the City. Dudek anticipates one outreach event to collect feedback on the proposed concepts (Task 3.1) and the preferred concept (Task 3.2). Dudek will support the development of presentations and public outreach materials in coordination with City staff to communicate the project’s need, timeline, ways to provide input, and other relevant information.
To increase public awareness of this effort, Dudek will also create and distribute a mailer to addresses within a 500 ft. buffer of the Project Area for each workshop. The mailer will provide information about the project, timeline, and contact information. Dudek will provide light refreshments and up to four (4) outreach boards per event, if in person.
Task 5.4 Deliverables/Assumptions:
▪ Attendance, preparation, and facilitation for up to two (2) in-person or virtual public meetings ▪ Draft and Final mailers, outreach boards (up to four), and materials (electronic copies) ▪ Dudek assumes that comments recieved on outreach collateral will be relatively minor. ▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants. ▪ Dudek assumes that translation and interpretation services will be provided by City staff. Dudek can provide an additional scope and fee for translation and interpretation services, if desired. ▪ Dudek assumes any collateral pieces (such as fliers, FAQ sheets, comment cards, etc.) will be printed by City staff.
▪ If additional outreach is needed beyond what is described in this scope Dudek will submit a scope and fee augment.
TASK 5.5 SURVEYS, WEBSITE, AND PROJECT COLLATERAL
Dudek will continue to provide supportive engagement materials in the form of surveys, website content, social media support, and other project collateral such as FAQs and project Fact Sheets. In order to support interested parties’ outreach, Dudek will prepare a short (10 questions or less) electronic survey using SurveyMonkey that will solicit project feedback and collect relevant contact information. Surveys will be conducted as part of Task 5.4 and aligned with each of the two (2) community engagement and outreach events. Dudek will work with the project team and City staff to identify interested parties and build a project database that can be used throughout the project. Additionally, Dudek will provide clear and consistent project messaging and content for the City to host a newly created project website. The project website will be updated prior to each outreach event as described in Task 5.4 Community Engagement. The project website will include information on the Riverside LAFCO annexation process, affected Project Area, brief description of the project’s intent, opportunities for engagement, and contact information.
Task 5.5 Deliverables/Assumptions:
▪ Preparation of two (2) online surveys, tem (10) hours of website content, and six (6) collateral pieces
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Working closely with CV Strategies, the project team will serve as the local liaison for the project, managing public and media relations alongside the City of Indio planning staff and the City’s Public Information Officer (PIO) to support clear, accurate, and timely communication. This includes drafting up to five (5) holding statements in response to media coverage, monitoring social media to track public sentiment, and addressing misinformation, as needed. The consultant team will also work to strengthen relationships with local reporters, positioning the City as a trusted source of project information. As such, the consultant team will prepare talking points tailored for City officials, spokespersons, and media use, as well as developing up to two (2) press releases. Work under this task will necessitate close coordination with the City’s PIO to ensure consistent and appropriate messaging.
Task 5.6 Deliverables/Assumptions
▪ Up to five (5) draft social media holding statements. ▪ Talking points tailored for City officials, spokespersons, and media use. ▪ Up to two (2) press releases as needed for key milestones, clarifications, or public announcements.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 6 Services and Utilities Plan
Understanding that Section C Plan of Services is central to the Riverside LAFCO annexation application, Dudek will identify the proposed services and infrastructure associated with the Preferred Concept (Task 3.2) and the associated future build out, including how and when they will be provided and funded.
We recognize that the proposed land uses will require a wide variety of infrastructure to be developed both site and City level to address how the proposed land uses will both import and export water, wastewater, and energy, for example. Considerations for local roads and general mobility will be provided, inclusive of active transportation. In addition, the wet utilities for water, wastewater, and drainage as well as dry utilities, including broadband and telecommunications will be addressed. Lastly, public services will be addressed to ensure that critical services to support the Project Area will be provided.
Work completed under Task 6 will be used to generate content for Section C Plan of Services as part of Task 8 LAFCO Application.
Wet and Dry Utilities
The project team will identify required proposed infrastructure, including phasing and capacities associated with build out, for the appropriate systems including stormwater, sanitary sewer, and water, gas, electric, and telecommunications. It is assumed that the detailed area studies, hydraulic or other types of system models, and inventories will not be required to arrive at recommendations for standard development guidelines, and that suggestion for large facility infrastructure improvements will be based on recommendations from the respective agencies.
Transportation
The project team will develop a description of each transportation improvement associated with the Preferred Concept. The description will include the type and location of the improvement, a planning level cost estimate, and how the improvement will be funded. Additionally, the project team will work with both Riverside County and the City of Indio to identify their respective roadway maintenance programs, how roadway maintenance is funded within each jurisdiction, and if either city maintains a roadway condition inventory system, as outlined
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Services
The project team will identify required services, including police, fire, parks and recreation, library, solid waste collection, street maintenance, lighting, landscaping, street sweeping, and other pertinent service-related items associated with the Preferred Concept. As outlined in Section C of the Riverside LAFCO application, future services will need to be identified relative to location, timing, costs, and funding source.
Task 6 Deliverables/Assumptions
▪ Draft and Final Services and Utilities Plan (word document), including backbone infrastructure map illustrating points of connection, critical infrastructure locations and sizes, and phases, as well as transportation and services-related maps for Sections C and G of the LAFCO application ▪ Dudek assumes that comments recieved on the draft Services and Utilities Plan will be relatively minor, meaning no substantial changes to the broad concepts, land uses or other changes that would require additional analyses.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 7 Project Approvals
With one of the primary objectives of this project being to engage decision-makers early and often to showcase longrange, City-focused priorities and viability, Dudek recommends engaging the City’s Planning Commission and City Council over the entirety of Phase 2.
TASK 7.1 CITY COUNCIL AD-HOC COMMITTEE MEETINGS
Dudek will support the City in creating and facilitating a City Council Ad Hoc Committee composed of members of the City Council or their designees to provide input on the planning process prior to formal project approvals. The Ad Hoc Committee will meet up to three (3) times throughout the course of Phase 2. Dudek will attend these meetings virtually, while the City may host the Ad-Hoc Committee in person. These study sessions are envisioned as touchpoints for the Council to provide feedback and policy direction at key milestones. One of these sessions, held during Phase 2, will focus on reviewing the findings of the Services and Utilities Plan (Task 6). Feedback from this session will be used to inform the final Services and Utilities Plan and the Fiscal Impact Report.
Task 7.1 Deliverables/Assumptions:
▪ Attendance at three (3) virtual meetings
▪ Preparation of meeting agendas, presentations, and meeting summaries TASK 7.2 PLANNING COMMISSION AND CITY COUNCIL MEETINGS
Dudek anticipates supporting City Staff at multiple public meetings throughout this project’s lifetime. As part of Task 3.1 Proposed Concepts, Dudek will present the Proposed Concepts to the Planning Commission for informational review and input. Based on the feedback received, we will refine the Proposed Concepts into a Preferred Concept that will reflect community, technical, and agency considerations. Under Task 2.2 Preferred Concept, Dudek will finalize the conceptual land use plan and define the project boundaries. This work will establish the formal "Project" definition for use in subsequent CEQA documentation (Phase 3) and preparation of the LAFCO Application as part of Task 8 LAFCO Application.
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Task 7.2 Deliverables/Assumptions:
▪ Attendance at up to two (2) total Planning Commission meetings and up to one (1) City Council hearings by up to two (2) Senior Dudek staff.
▪ For draft review, Dudek assumes one (1) set of consolidated comments received in a single document format by the client and all applicable project consultants.
Task 8 LAFCO Application Preparation
One of the final steps of this project will be working through, and ultimately submitting, a Riverside LAFCO annexation application which will take place during Phase 3 (not included within this scope), once the CEQA documentation has been prepared. Having already worked through two Sphere of Influence reorganization requests with the City, Dudek will apply our working knowledge, relationships, and expertise to shepherd this process for the City. As discussed in Task 5 Strategy, Outreach, and Engagement, the project team will coordinate with City and County staff, LAFCO staff, service providers, property owners and other interested parties prior to and as part of the application process. As part of the process (and as part of Task 1 Project Management), Dudek will use the regularly occurring meeting check-ins to organize and ensure all relevant actions associated with this task continue and are implemented in a timely manner to facilitate a smooth application submittal process.
TASK 8.1 LAFCO COORDINATION
Dudek understands that for a clear and effective annexation process, early and often interaction with Riverside LAFCO is necessary. Building off the interaction and relationship-building established in prior City reorganization efforts, during Phase 2, Dudek will facilitate up to two (2) one-hour (60 minutes), virtual working meetings with LAFCO staff aligned with key milestones in the project. At least one (1) of the meetings will be used to discuss the plan of services and fiscal impact, in addition to a focused meeting on the application itself. During one (1) of the meetings, a taxation agreement will be discussed, as needed, as this is required prior to the issuance of a certificate of filing by the LAFCO executive officer. Based on best practice, annexation attempts can oftentimes fail if the affected city and county cannot reach agreement on a property tax split. Having this discussion early may help set the stage for future agreement and is highly recommended. A property tax exchange agreement could be explored as part of this pre-application discussion. Dudek suggests that this meeting take place either before or concurrent with CEQA preparation.
The goal of these meetings is to inform LAFCO staff of the City’s intent to analyze and eventually request reorganization/annexation of the Project Area, and to ensure that the most appropriate engagement tactics are employed for the entirety of the process. For these meetings, Dudek will work with City staff to identify specific questions to discuss with LAFCO staff. Dudek will provide an internal agenda for each of the two (2) meetings.
Task 8.1 Deliverables/Assumptions:
▪ Agendas and attendance for up to two (2) virtual one-hour (60 minutes) meetings with LAFCO staff
▪ Should additional meetings with LAFCO staff be needed, Dudek will provide an additional scope and fee.
▪ Dudek assumes that the City will incur all fees associated with LAFCO meetings, should LAFCO decide to impose a staff time fee.
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Dudek will lead the effort to compile all required elements of the Riverside LAFCO Annexation Application (as of June 2025). The Riverside LAFCO application identifies ten (10) sections (A through J) that must be completed and submitted to Riverside LAFCO. The following outlines each required section, a brief description of the requirement and Dudek’s approach for compiling and/or developing all relevant elements. The intent of this task is to prepare all materials as outlined below in anticipation that the actual application filing will occur in Phase 3.
Section A Initiation— A Resolution of Application by the City of Indio requesting the Riverside Local Agency Formation Commission to take proceedings for the change of organization. • The required Resolution will be collected as part of Phase 3.
Section B Application Form—A brief LAFCO application form that identifies basic project information, including contact information, existing zoning and pre-zoning, existing and proposed land use, etc. • Dudek will prepare Section B Application Form. It is assumed that one (1) round of review will take place with the City.
Section C Plan of Service – Each proposal for a change of organization must be accompanied by a Plan of Services. The Plan of Services identifies existing and planned services and improvements for the change of organization.
• Dudek will build off the previous tasks (Task 4 Fiscal Impact Analysis and Task 6 Services and Utilities Plan) and will further detail the plans of services, as needed. At a minimum, the Plan will include the type, range, timing, and financing of planned services and improvements, including requirements for infrastructure or other public facilities. Dudek will coordinate with City staff to obtain information and will compile a Plan of Services (and associated mapping) accordingly.
Section D Project Boundary Description – Riverside LAFCO requires a sound boundary description that is acceptable to the surveying profession.
• Dudek assumes that the City’s on-call surveyor will provide these services in response to Riverside LAFCO’s Section D and coordinate directly with the City and Riverside LAFCO. Dudek will provide a highlevel review of the application materials prior to LAFCO submittal.
Section E CEQA Compliance –Riverside LAFCO requires an applicant to demonstrate compliance with the California Environmental Quality Act (CEQA).
• TO be prepared as part of Phase 3.
Section F Fiscal Impact Report – A Fiscal Impact Report must be prepared for annexation projects that exceeds 100 acres in size. Content for Section F will be obtained from work complete under Task 4 Fiscal Impact Analysis.
Section G Illustrative Maps – Section G provides guidelines for illustrations that must accompany the application. • The following maps will mostly be prepared as part of other deliverables within this scope as indicated below. Dudek’s GIS team will ensure compliance with Riverside LAFCO mapping criteria as part of this task. At a minimum, Dudek will prepare the following maps:
o Exhibit(s) Showing Existing and Proposed Services: Exhibit should show existing service facilities (i.e.: water lines, sewer lines, parks etc.) locations and any proposed facilities in the vicinity. Show
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o Exhibit Showing Existing Land Use (As part of Phase 3) o Exhibit Showing Existing Zoning (As part of Phase 3)
o USGS Topo Map (As part of Task 2.1 Hydrology Feasibility Study) o Exhibit Showing Agricultural Preserves: Exhibit should show location of any agricultural preserves within a 1-mile radius of the proposal. (Map will be prepared under this task) o Exhibit Showing Pre-zoning Designations. (As part of Phase 3)
Section H Fees – Section H lists fees required at the time of application as well as fees that might be required subsequent to Commission approval.
• Please see assumptions in the below “Deliverables/Assumptions” section.
Section I Sphere of Influence Amendment Supplemental Application – Required for all sphere of influence reviews and amendments.
• Since the proposed Project Area is located within the City’s existing Sphere of Influence, Section I is not needed. Should the Project Area change to include area outside of the City’s Sphere of Influence, Section I can be provided upon preparation of an additional scope and fee.
Section J Contribution Disclosure – Anyone who is involved with any annexation to be considered by the Commission and who has made a contribution of more than $250 in the past twelve months to any member of the Commission must disclose the Commission member to whom the contribution was made and the matter of consideration with which they are involved.
• If applicable, Dudek will collect this information from City staff.
Task 8.2 Deliverables/Assumptions:
▪ Draft and Final Application materials (per Riverside LAFCO requirements outlined above; electronic copies)
▪ Dudek assumes one (1) round of review of the draft deliverables and one (1) round of editting. ▪ The City will be responsible for all application, filing, and protest (if applicable) fees as described in the most current Riverside LAFCO application process. See Section H, Fees for the most recent fees as of June 2025.
▪ Dudek assumes that the City (and/or outside consultants) will be responsible for providing materials associated with Section A, Section D, Section H, and Section J as outlined above. The City will provide Dudek with the appropriate electronic or printed materials (excluding the fees associated with Section H) to include in the electronic submittal package
East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1546 of 1774 Planning and Consulting Services for the East Indio Employment Corridor Project – Phase 2, City of Indio 33 Phase 2 - Budget Overview (Option 1 and Option 2)
Task
Budget
Option 1 Total
(15-Month Schedule)
Option 2 Total
(18-Month Schedule)
Task 1 Project Management $36,500 $43,000
Task 2.1 Targeted Feasibility and Desktop Constraints Analyses $37,500 $37,500 Task 2.2 Targeted Desktop Constraints and Opportunities - $66,000 Task 3 Development of Annexation Concept $48,000 $48,000 Task 4 Fiscal Impact Analysis $59,000 $59,000
Task 5 Strategy, Outreach, and Engagement $79,500 $79,500 Task 6 Services and Utilities Plan $50,000 $50,000
Task 7 Project Approvals $30,500 $30,500
Task 8 LAFCO Application $8,500 $8,500
$350,000 $422,000 Page 647 of 650 AGENDA ITEM #11.1
East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1547 of 1774 Planning and Consulting Services for the East Indio Employment Corridor Project – Phase 2, City of Indio 34 Phase 2 - Budget Breakdown (Option 1 and Option 2)
Task
BUDGET
Dudek CV Strategies Intersecting
Metrics
Pro Forma
Advisors
Other Direct
Costs
Option 1 Total
(15-Month
Schedule)
Option 2 Total
(18-Month
Schedule)
Task 1 Project Management $36,500/$43,000 - - - - $36,500 $43,000
Task 2.1 Targeted Feasibility
and Desktop Constraints
Analyses
$37,500 - - - - $37,500 $37,500
Task 2.2 Targeted Desktop
Constraints and
Opportunities
$66,000 - - - - - $66,000
Task 3 Development of
Annexation Concept
$48,000 - - - - $48,000 $48,000
Task 4 Fiscal Impact
Analysis
$5,500 - - $53,000 $500 $59,000 $59,000
Task 5 Strategy, Outreach,
and Engagement
$47,500 $30,000 - - $2,000 $79,500 $79,500
Task 6 Services and Utilities
Plan
$40,500 - $9,500 - $50,000 $50,000
Task 7 Project Approvals $30,500 - - - $30,500 $30,500
Task 8 LAFCO Application $8,500 - - - $8,500 $8,500
TOTAL
$350,000
$422,000 Page 648 of 650 AGENDA ITEM #11.1
East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1548 of 1774 Planning and Consulting Services for the East Indio Employment Corridor Project – Phase 2, City of Indio 35 Phase 2 – Process Timeline (Option 1 – Original Project Area) Note: Subject to change; included for informational purposes only Page 649 of 650 AGENDA ITEM #11.1 East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1549 of 1774 Planning and Consulting Services for the East Indio Employment Corridor Project – Phase 2, City of Indio 36 Phase 2 – Process Timeline (Option 2 – Expanded Project Area)
Note: Subject to change; included for informational purposes only Page 650 of 650 AGENDA ITEM #11.1 East Indio Employment Corridor Annexation Study Phase I Final Report (Br... Page 1550 of 1774 City of Indio
City Council
July 16, 2025
STAFF REPORT
To: City Council
From: Bryan H. Montgomery, City Manager
Prepared by: Ruby D. Walla, Director of Finance
Subject: Resolution No. 10501 authorizing the levy of a special tax for City of Indio Community Facilities District No. 2004-1 (Law Enforcement, Fire and Paramedic Services) and annexation areas thereto; the City of Indio Community Facilities District No. 2004-2 (Law Enforcement, Fire and Paramedic Services); Resolution No. 10502 Community Facilities District No. 2004 -3 (Terra Lago Area No. 1); Resolution No. 10503 Community Facilities District No. 2005-1 (Talavera Area No. 1 and No. 2); and Resolution No. 10504 Community Facilities District No. 2006-1 (Sonora Wells) for fiscal year 2025- 2026.
RECOMMENDATION:
Staff recommends that the City Council authorize the levy of a special tax for fiscal year 2025-26 through the adoption of Resolution No. 10501 for City of Indio Community Facilities District No. 2004-1 (Law Enforcement, Fire and Paramedic Services) and annexation areas thereto; and City of Indio Community Facilities District No. 2004-2 (Law Enforcement, Fire and Paramedic Services); Resolution No. 10502 for Community Facilities District No. 2004-3 (Terra Lago Area No. 1); Resolution No.10503 for Community Facilities District No. 2005-1 (Talavera Area No. 1 and No. 2); and Resolution No. 10504 for Community Facilities District No. 2006-1 (Sonora Wells).
SUMMARY:
Presented for City Council’s consideration are four resolutions that allow the City to proceed with the annual levy of special taxes for the fiscal year commencing July 1, 2025. Approval is routinely sought on an annual basis, as required by law, to ensure the collection of tax revenue for both law enforcement and paramedic services, and for debt service payments (non-city-commitment) for two infrastructure districts.
BACKGROUND INFORMATION:
Since the early 1980s, many California cities have managed growth, in part, based upon funding through community facilities districts (CFDs) formed per the “Mello-Roos Community Facilities Act of 1982,” Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California.
Through a CFD, either independently or working with a developer, a City passes either service or public infrastructure cost on to homebuyers via special taxes payable over an extended term. CFD costs can include construction, maintenance of the streets, sewer systems, police protection, ambulance service, schools, parks, libraries, museums, and other cultural-facility operations.
AGENDA ITEM #12.1
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1551 of 1774 In 2004, the Indio City Council formed CFD 2004-1 and CFD 2004-2 to partially finance the City’s delivery of law enforcement, fire and paramedic services throughout included communities. At that time, and from time to time thereafter, the City Council approves annexations of areas into CFD 2004-1. Typically, mitigation measures for any residential development permitted and constructed after 2004 include annexation into CFD 2004-1. Over 11,000 parcels have been annexed into the two public safety CFDs and 9,625 are levied. In accordance with the Resolution of Formation, determining the validity of proceedings for Community Facility District No. 2004-1 and 2004-2, the annual special assessment is to increase two percent (2%) each fiscal year. The specified increase is consistent with the Resolution of Formation, which decrees an increase of two percent each year.
Upon approval, the per parcel annual special assessment for CFDs 2004-1 and 2004-2, for FY 2025-2026, will be $545.64, an increase of two percent or $10.70 from the prior year. The two CFDs are expected to generate $5 million citywide next fiscal year, offsetting the estimated annual cost ($65.7 million) of providing local public safety services in the City. The annual assessment has increased two percent each year since inception of the districts.
PUBLIC SAFETY CFDs
CFD 2004-1 CFD 2004-2
Fiscal
Year Rate Increase Revenue Rate Increase Revenue
2021-22 504.08 9.88 4,112,600 504.08 9.88 124,000
2022-23 514.16 10.08 4,254,000 214.16 10.08 135,000
2023-24 524.45 10.28 4,679,143 524.45 10.28 134,784
2024-25 534.94 10.49 4,953,009 534.94 10.49 137,480
2025-26 545.64 10.70 5,111,556 545.64 10.70 140,229
Following application from the housing developer, the City Council formed CFD 2004-3 (Terra Lago, Area No. 1), CFD 2005-1 (Talavera Area No.1 and 2), and CFD 2006 -1 (Sonora Wells) as MelloRoos CFDs. These CFDs finance, in whole or in part, the costs of infrastructure improvements that serve the respective communities. The revenue collected is used to make bond debt-service payments, inclusive of bond administrative and arbitrage (IRS) fees for these districts. Special taxes collected from homeowners are based on square-footage calculations for each specific home within each district. Homebuyers have the option to pay off their specific total special tax assessment obligation up front or pay the obligation as part of their annual property taxes over a thirty-year period.
The amount of assessment revenue estimated for bond debt-service costs during FY 2025-2026 from CFDs 2004-3 (Terra Lago Area No. 1), 2005-1 (Talavera Area No. 1 and No. 2) and 2006-1 (Sonora Wells) are listed below:
CFD Annual Revenue Annual Debt Service
Terra Lago 1,132,111 1,078,100
Talavera A1 605,198 573,079
Talavera A2 616,445 518,284
Sonora Wells 628,657 585,189
Year-over-year, the levies for these three districts are largely consistent and presented as an estimate pending the consultant's final review prior to filing with Riverside County. The difference between revenue levied during the fiscal year and the amount of debt service paid the same fiscal year is due to the timing of bond payments, where taxes collected during one fiscal year are used to pay debt-service payments in March of the same fiscal year and in September of the following fiscal
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1552 of 1774 year. In addition, as authorized by the Mello-Roos Act and the formation documents for these CFDs, each annual special tax levy includes a small amount to cover administrative expenses of the applicable CFD.
ALTERNATIVES:
None
ATTACHMENTS:
Att 1 Resolution No. 10501 CFD2004-1 & 2004-2
Att 2 Resolution No. 10502 CFD2004-3
Att 3 Resolution No. 10503 CFD2005-1
Att 4 Resolution No. 10504 CFD2006-1
APPROVAL(S):
Ruby D. Walla, Director of Finance Approved - 09 Jul 2025 Steven Graham Pacifico, City Attorney Approved - 11 Jul 2025 Bryan H. Montgomery, City Manager Approved - 11 Jul 2025
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1553 of 1774 Attachment 1
1 RESOLUTION NO. 10501
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIO,
ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF, AND
AUTHORIZING THE ESTABLISHMENT OF AN ANNUAL SPECIAL TAX
FOR, CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2004-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) AND
ANNEXATION AREAS THERETO, AND FOR CITY OF INDIO
COMMUNITY FACILITIES DISTRICT NO. 2004-2 (LAW
ENFORCEMENT, FIRE AND PARAMEDIC SERVICES), FOR FISCAL
YEAR 2025-2026
WHEREAS, the City Council (the “Council”) of the City of Indio (the “City”) had previously initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of special taxes in City of Indio Community Facilities District No. 2004-1 (Law Enforcement, Fire and Paramedic Services) (the “CFD 2004-1”), Annexation Area Nos. 1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 14, 15, 16, 17, 18, 19, 21, 23, 27, 28, 29, 30, 31, 37, 38, 39, 40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 52, 53, 54, 55, 56, 57, 58, 59, 60, 61, 62, 63, 64, 65, 67, 70, 71, 72, 73, 74, 75, 76, 77, 78, 79, 80, 81, 82, 83, 84, and 85 of the CFD 2004-1 (collectively, the “Annexation Areas”), and City of Indio Community Facilities District No. 2004-2 (Law Enforcement, Fire and Paramedic Services) (the “CFD 2004-2”), all as authorized 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
WHEREAS, this Council, by the adoption of applicable ordinances (the “Ordinances”), as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of such special taxes in the CFD 2004-1, the Annexation Areas, and the CFD 2004-2; and
WHEREAS, Government Code Section 53340 provides that this Council may provide, by resolution, for the levy of the special taxes in the CFD 2004-1, the Annexation Areas, and the CFD 2004-2 in the current tax year at the same rates or at a lower rate than the rate provided for in the Ordinances if such resolution is adopted and a certified list of all parcels in the CFD 2004-1, the Annexation Areas, and the CFD 2004-2 subject to the special tax levy including the amount of the special tax to be levied on each parcel in the CFD 2004-1, the Annexation Areas, and the CFD 2004-2 (the “Fiscal Year 2025-2026 Certified List”) is timely filed by the clerk or other official designated by this Council with the Auditor of the County of Riverside (the “County Auditor”).
/ / /
/ / /
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1554 of 1774 Attachment 1
2 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF INDIO ACTING
ITS CAPACITY AS LEGISLATIVE BODY OF CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2004-1 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) AND OF CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2004- 2 (LAW ENFORCEMENT, FIRE AND PARAMEDIC SERVICES) DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. The above recitals are true and correct.
SECTION 2. The Finance Director is hereby authorized and directed to determine or cause to be determined the specific rates and amounts of the special tax to be collected from taxable parcels within the CFD 2004-1, the Annexation Areas, and the CFD 2004- 2 for Fiscal Year 2025-2026, provided that such rates and amounts do not exceed the rates previously authorized by the Ordinances.
SECTION 3. The City Manager is hereby authorized and directed to prepare or cause the preparation of the Fiscal Year 2025-2026 Certified List and to submit such list to the County Auditor on or before August 10th or such later date to which the County Auditor may agree.
SECTION 4. The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax.
SECTION 5. It is hereby further directed that a certified copy of this Resolution, together with the Certified List for Fiscal Year 2025-2026, also be filed with the County Auditor.
SECTION 6. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected in a space marked “public improvements, special tax” or by any other suitable designation, the installment of the special tax.
SECTION 7. The County Auditor shall then, at the close of the tax collection period, promptly render to the City a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection.
SECTION 8. This resolution shall become effective upon its adoption.
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1555 of 1774 Attachment 1
3 PASSED, APPROVED AND ADOPTED this 16th day of July, 2025. __________________________
GLENN MILLER
MAYOR
ATTEST:
_________________________
SABDI SANCHEZ, CMC
DIRECTOR OF CITY CLERK SERVICES
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1556 of 1774 Attachment 2
1 RESOLUTION NO. 10502
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIO
ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2004-3 (TERRA
LAGO), AUTHORIZING THE ESTABLISHMENT OF AN ANNUAL
SPECIAL TAX WITHIN IMPROVEMENT AREA 1, ZONES A AND B FOR FISCAL YEAR 2025-2026
WHEREAS, the City Council (the “Council”) of the City of Indio (the “City”) had previously initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of special taxes in City of Indio Community Facilities District No. 2004-3 (Terra Lago) (the “CFD 2004-3”) as authorized 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 WHEREAS, this Council, by the adoption of an applicable ordinance (the “Ordinance”), as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of such special taxes in Improvement Area No. 1 of the CFD 2004-3; and
WHEREAS, Government Code Section 53340 provides that this Council may provide, by resolution, for the levy of the special taxes in the CFD 2004-3, in the current tax year at the same rates or at a lower rate than the rate provided for in the Ordinance if such resolution is adopted and a certified list of all parcels in the CFD 2004-3, subject to the special tax levy including the amount of the special tax to be levied on each parcel in the CFD 2004-3 (the “Fiscal Year 2025-2026 Certified List”) is timely filed by the clerk or other official designated by this Council with the Auditor of the County of Riverside (the “County Auditor”).
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF INDIO ACTING IN
ITS CAPACITY AS THE LEGISLATIVE BODY OF CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2004-3 (TERRA LAGO) DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. The above recitals are true and correct.
SECTION 2. The Finance Director is hereby authorized and directed to determine or cause to be determined the specific rates and amounts of the special tax to be collected from taxable parcels within Improvement Area No. 1 of the CFD 2004-3 for Fiscal Year 2025-2026, provided that such rates and amounts do not exceed the rates previously authorized by the Ordinance.
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1557 of 1774 Attachment 2
2 SECTION 3. The City Manager is hereby authorized and directed to prepare or cause the preparation of the Fiscal Year 2025-2026 Certified List and to submit such list to the County Auditor on or before August 10th or such later date to which the County Auditor may agree.
SECTION 4. The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax.
SECTION 5. It is hereby further directed that a certified copy of this Resolution, together with the Certified List for Fiscal Year 2025-2026, also be filed with the County Auditor.
SECTION 6. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected in a space marked “public improvements, special tax” or by any other suitable designation, the installment of the special tax.
SECTION 7. The County Auditor shall then, at the close of the tax collection period, promptly render to the City a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection.
SECTION 8. This resolution shall become effective upon its adoption.
PASSED, APPROVED AND ADOPTED this 16th day of July, 2025. __________________________
GLENN MILLER
MAYOR
ATTEST:
_________________________
SABDI SANCHEZ, CMC
DIRECTOR OF CITY CLERK SERVICES
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1558 of 1774 Attachment 3
1 RESOLUTION NO. 10503
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIO
ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2005-1 (TALAVERA)
AUTHORIZING THE ESTABLISHMENT OF AN ANNUAL SPECIAL TAX
WITHIN IMPROVEMENT AREA 1 AND IMPROVEMENT AREA 2 FOR
FISCAL YEAR 2025-2026
WHEREAS, the City Council (the “Council”) of the City of Indio (the “City”) had previously initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of special taxes in City of Indio Community Facilities District No. 2005-1 (Talavera) (the “CFD 2005-1”), Improvement Areas No. 1 and 2, as authorized 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
WHEREAS, this Council, by the adoption of an applicable ordinance (the “Ordinance”), as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of such special taxes in the CFD 2005-1, the Improvement Areas No. 1 and 2; and
WHEREAS, Government Code Section 53340 provides that this Council may provide, by resolution, for the levy of the special taxes in the CFD 2005-1, the Improvement Areas No. 1 and 2, in the current tax year at the same rates or at a lower rate than the rate provided for in the Ordinance if such resolution is adopted and a certified list of all parcels in the CFD 2005-1, the Improvement Areas No. 1 and 2, subject to the special tax levy including the amount of the special tax to be levied on each parcel in the CFD 2005-1, the Improvement Areas No. 1 and 2 (the “Fiscal Year 2025-2026 Certified List”) is timely filed by the clerk or other official designated by this Council with the Auditor of the County of Riverside (the “County Auditor”).
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF INDIO ACTING IN
ITS CAPACITY AS THE LEGISLATIVE BODY OF CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2005-1 (TALAVERA) DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. The above recitals are true and correct.
SECTION 2. The Finance Director is hereby authorized and directed to determine or cause to be determined the specific rates and amounts of the special tax to be collected from taxable parcels within the CFD 2005-1, the Improvement Areas No. 1 and 2, for Fiscal Year 2025-2026, provided that such rates and amounts do not exceed the rates previously authorized by the Ordinance.
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1559 of 1774 Attachment 3
2 SECTION 3. The City Manager is hereby authorized and directed to prepare or cause the preparation of the Fiscal Year 2025-2026 Certified List and to submit such list to the County Auditor on or before August 10th or such later date to which the County Auditor may agree.
SECTION 4. The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax.
SECTION 5. It is hereby further directed that a certified copy of this Resolution, together with the Certified List for Fiscal Year 2025-2026, also be filed with the County Auditor.
SECTION 6. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected in a space marked “public improvements, special tax” or by any other suitable designation, the installment of the special tax.
SECTION 7. The County Auditor shall then, at the close of the tax collection period, promptly render to the City a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection.
SECTION 8. This resolution shall become effective upon its adoption.
PASSED, APPROVED AND ADOPTED this 16th day of July, 2025. __________________________
GLENN MILLER
MAYOR
ATTEST:
_________________________
SABDI SANCHEZ, CMC
DIRECTOR OF CITY CLERK SERVICES
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1560 of 1774 Attachment 4
1 RESOLUTION NO. 10504
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF INDIO
ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SONORA
WELLS) AUTHORIZING THE ESTABLISHMENT OF AN ANNUAL
SPECIAL TAX FOR FISCAL YEAR 2025-2026
WHEREAS, the City Council (the “Council”) of the City of Indio (the “City”) had previously initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of special taxes in City of Indio Community Facilities District No. 2006-1 (Sonora Wells) (the “CFD 2006-1”) as authorized 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 WHEREAS, this Council, by the adoption of an applicable ordinance (the “Ordinance”), as authorized by Section 53340 of the Government Code of the State of California, has authorized the levy of such special taxes in the CFD 2006-1; and WHEREAS, Government Code Section 53340 provides that this Council may provide, by resolution, for the levy of the special taxes in the CFD 2006-1, in the current tax year at the same rates or at a lower rate than the rate provided for in the Ordinance if such resolution is adopted and a certified list of all parcels in the CFD 2006-1, subject to the special tax levy including the amount of the special tax to be levied on each parcel in the CFD 2006-1 (the “Fiscal Year 2025-2026 Certified List”) is timely filed by the clerk or other official designated by this Council with the Auditor of the County of Riverside (the “County Auditor”).
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF INDIO ACTING IN
ITS CAPACITY AS THE LEGISLATIVE BODY OF CITY OF INDIO COMMUNITY FACILITIES DISTRICT NO. 2006-1 (SONORA WELLS) DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. The above recitals are true and correct.
SECTION 2. The Finance Director is hereby authorized and directed to determine or cause to be determined the specific rates and amounts of the special tax to be collected from taxable parcels within the CFD 2006-1 for Fiscal Year 2025-2026, provided that such rates and amounts do not exceed the rates previously authorized by the Ordinance.
SECTION 3. The City Manager is hereby authorized and directed to prepare or cause the preparation of the Fiscal Year 2025-2026 Certified List
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1561 of 1774 Attachment 4
2 and to submit such list to the County Auditor on or before August 10th or such later date to which the County Auditor may agree.
SECTION 4.The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected, and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax.
SECTION 5. It is hereby further directed that a certified copy of this Resolution, together with the Certified List for Fiscal Year 2025-2026, also be filed with the County Auditor.
SECTION 6. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected in a space marked “public improvements, special tax” or by any other suitable designation, the installment of the special tax.
SECTION 7. The County Auditor shall then, at the close of the tax collection period, promptly render to the City a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection.
SECTION 8. This resolution shall become effective upon its adoption.
PASSED, APPROVED AND ADOPTED this 16th day of July, 2025. __________________________
GLENN MILLER
MAYOR
ATTEST:
_________________________
SABDI SANCHEZ, CMC
DIRECTOR OF CITY CLERK SERVICES
Resolution No. 10501, authorizing the levy of a special tax for City of ... Page 1562 of 1774 City of Indio
City Council
July 16, 2025
STAFF REPORT
To: City Council
From: Bryan H. Montgomery, City Manager
Prepared by: Timothy Wassil, Public Works Director
Subject: Resolution No. 10505 approving the Engineer’s Annual Levy Report and Resolution No. 10506 ordering the levy and collection of assessments for the Fifty-Two Landscape and Lighting Districts Numbers 01-22, 24-29, and 31-54 proceedings relative to levying annual assessments for Fiscal Year 2025/26
RECOMMENDATION:
Staff recommends that the City Council adopt: (1) Resolution No. 10505 approving the Engineer’s Annual Levy Report for the fifty-two (52) Indio Landscape and Lighting Districts (No. 01-22, 24-29, and 31-54) for FY 2025/26; (2) Resolution No. 10506 ordering the levy and collection of assessments within the fifty-two (52) Landscape and Lighting Districts (No. 01-22, 24-29, and 31-54) for Fiscal Year 2025/26; and (3) Authorize the Finance Director to make the necessary budget adjustments in accordance with the adopted Engineer's Annual Levy Report.
SUMMARY:
There are fifty-two (52) separate Landscape and Lighting Districts in the City of Indio. The Districts were created consistent with the Landscape and Lighting Act of 1972, which requires an annual review by the City Council at a public hearing. City Council action would confirm and finalize the engineer’s report and authorize the levy and collection of assessments with the Districts for Fiscal Year 2025/26.
BACKGROUND INFORMATION:
The original Landscape and Lighting Districts were formed in order to finance landscape maintenance and appurtenant improvements that benefit specific properties. Since the formation of the original districts, the City Council has annually reviewed and approved annual assessments based on the Engineer’s Annual Levy Report.
In order to continue the lighting of streets and maintenance of parkways at current service levels, it is necessary to initiate the proceedings of levying the annual assessments under the Landscaping and Lighting Act of 1972.
On June 18, 2025, the City Council approved three Resolutions. These Resolutions (a) initiated the yearly proceedings for the Landscape and Lighting Districts (LLDs); 01-22, 24-29, and 31-54: (b) preliminarily approved the engineer's report; and (c) declared intent to levy the annual assessments and set the date and time required public hearing of July 16, 2025.
AGENDA ITEM #12.2
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PROCESS TIMELINE
July 16, 2025 Hold the public hearing, adopt the Resolution giving approval to the final Engineer's Annual Levy Report, and adopt the Resolution ordering the levy and collection of assessments for the fifty-two (52) LLDs (Numbers 01-22, 24-29, and 31-54) for Fiscal Year 2025/26.
August 8, 2025 Assessments filed with the County Assessor FINANCIAL SUMMARY:
Current FY Financial
Impact:
$59,708 In current year budget: Yes
Current FY General
Fund Impact:
$59,708 Budget adjustment: Yes
Next FY Financial
Impact:
$0 Strategic Objective: Public Infrastructure
Source of funds: Landscape Maintenance Districts Fund-Org-Object Reference:
240-2400001 to 2400052
Additional Financial Details:
In Fiscal Year 2025/26, the fifty-two (52) LLD’s are expected to generate $1,878,177 according to the Engineer’s Annual Levy Report prepared by the consultant, Willdan Financial. The total expenditures for the operation and maintenance of the districts are projected to be $1,806,217, with the difference of $71,961 comprised of a combination of district fund balance decreases of $131,668 and a $59,708 contribution from the City’s general fund. All of the districts include costs for preparation of the annual LLD report, engineering services, data processing, mileage, and map duplication.
The Landscaping and Lighting Maintenance Districts Sundance LLD #01, Jackson Park Zone LLD #04; Sun Park West (Palmwood) LLD #07; Indio Center Plaza LLD #13; Villa Pacific #15; Zalay Ranch #16; Palm Meadows LLD #19; Riverbend LLD #22; Summer Place #27; Cheyenne Ranch #29; Corta Bella LLD #35; Desert Trace #50; Monroe St and Ave 42 #53; and County Law Building #54 will need a General Fund contribution to provide a level of maintenance that will present a safe, clean, and desirable appearance. The General Fund is obligated to pay for expenses approved by the City Council in excess of the annual levy when the district has no mechanism to fund the additional cost in the following year.
The cost associated with this action is estimated to be $59,708 and is incorporated into the Fiscal Year 2025/26 budget. The approved assessment rate for these fourteen (14) LLD’s requiring a General Fund Contribution; has not kept up with the cost of the services provided in each of these Districts.
In 1999, the City initiated and conducted property owner protest ballot proceedings for Districts 02, 03, 04, 05, 07, 08, 09, 12, 13, 14, 15, 17, 18, 20, 21, 22, 24, 25, 26, and 27. The ballot proceedings
Resolution No. 10505, approving the Engineer’s Annual Levy Report and Re... Page 1564 of 1774 were to obtain property owner approval for an annual increase to maximum assessment rates for the Districts. At the conclusion of the Public Hearing on August 4, 1999, the property owner ballots returned were tabulated to determine if majority protest existed. The tabulation of the ballots indicated that majority protest did not exist in only four of the Districts balloted. The General Fund Contribution amounts for each district for Fiscal Year 2025/26 are as follows:
District General Fund Contribution for FY
2025/2026
General Fund Contribution for
Prior Year
Sundance LLD #01 $1,699 $15,756
Jackson Park LLD #04 51 3,756
Whispering Palms #06 0 1,907
Sun Park West (Palmwood) LLD #07 7,556 3,224
Liberty Village / Desert Song #10 0 6,686
Santa Fe Homes #11 0 34,899
Indio Center Plaza LLD #13 4,615 1,077
Villa Pacific LLD #15 9,850 2,703
Zalay Ranch #16 3,914 2,643
Palm Meadows LLD #19 5,177 3,865
Riverbend LLD #22 5,790 1,364
Summer Place LLD#27 4,449 1,377
Cheyenne Ranch #29 1,536 1,709
Madison Ranch #34 0 10,375
Corta Bella LLD #35 4,736 1,531
Bella Vida #36 0 10,084
Las Brisas North #37 0 12,499
Shadow Hills #40 0 18,062
Sunburst #41 0 3,051
Desert Trace LLD #50 1,432 1,958
Monroe St and Ave 42 #53 8,099 12,295
County Law Building #54 804 0
Total $59,708 $150,821
In order to increase the rates on the districts listed above, the City would need to initiate Proposition 218 proceedings, which requires sending ballots to the affected property owners. A majority protest exists if 51% of the voters decline an increase in the assessments, with the votes weighted based on the amount of the assessment.
Since the cost of the improvements has been greater than the amount that can be generated annually by the assessments, staff is recommending a general fund contribution for Fiscal Year 2025/26; and the authorization of the Finance Director to make the necessary budget adjustments in accordance with the adopted Engineer's Annual Levy Report.
ATTACHMENTS:
Attachment 1 - Fiscal Year 2025-26 Final Engineer's Annual Levy Report Attachment 2 - Resolution No. 10505 Approving the Engineer's Annual Levy Report Attachment 3 - Resolution No. 10506 Ordering the Levy and Collection of Assessments APPROVAL(S):
Resolution No. 10505, approving the Engineer’s Annual Levy Report and Re... Page 1565 of 1774 Juan Raya, City Engineer Approved - 08 Jul 2025
Timothy Wassil, Public Works Director Approved - 08 Jul 2025 Jennifer A. Mizrahi, Assistant City Attorney Approved - 08 Jul 2025 Ruby D. Walla, Director of Finance Approved - 10 Jul 2025 Bryan H. Montgomery, City Manager Approved - 10 Jul 2025
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FISCAL YEAR 2025-26
FINAL ANNUAL ENGINEER'S LEVY REPORT
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Landscape and Lighting Districts
(01-22, 24-29, 31-54)
2025/2026 ENGINEER’S ANNUAL LEVY REPORT
Intent Meeting: June 18, 2025
Public Hearing: July 16, 2025
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500|800.755.6864
F 951.587.3510|888.326.6864
Property Tax Information Line
T. 866.807.6864
www.willdan.com
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TABLE OF CONTENTS
I. OVERVIEW 1
A. INTRODUCTION 1
B. COMPLIANCE WITH CURRENT LEGISLATION 3
II. BENEFIT ANALYSIS 5
A. GENERAL DESCRIPTION OF THE IMPROVEMENTS AND BENEFITS 5 B. IMPROVEMENTS AUTHORIZED BY THE 1972 ACT 6
C. CONSOLIDATED DISTRICT INFORMATION 7
D. CHANGES TO THE DISTRICTS 9
III. DISTRICT SPECIFICATIONS 11
A. GENERAL DESCRIPTION OF THE WORK TO BE PERFORMED 11
B. DESCRIPTION OF THE BOUNDARIES AND IMPROVEMENTS 11
DISTRICT #01 — SUNDANCE 11
DISTRICT #02 — SUN TREE RANCH 11
DISTRICT #03 — PARK PASEO 12
DISTRICT #04 — JACKSON PARK 12
DISTRICT #05 — DAYBREAK/PACESETTER HOMES 14
DISTRICT #06 — WHISPERING PALMS 14
DISTRICT #07 — SUN PARK 14
DISTRICT #08 — LUMBERMEN’S BUSINESS PARK 15
DISTRICT #09 — PAN AMERICAN 16
DISTRICT #10 — LIBERTY VILLAGE/DESERT SONG 16
DISTRICT #11 — SANTA FE HOMES 17
DISTRICT #12 — PARK MADISON 17
DISTRICT #13 — INDIO CENTER PLAZA 17
DISTRICT #14 — WILDFLOWER 18
DISTRICT #15 — VILLA PACIFIC 18
DISTRICT #16 — ZALAY RANCH 18
DISTRICT #17 — HIGHWAY 111 19
DISTRICT #18 — ENCANTO HOMES 19
DISTRICT #19 — PALM MEADOWS 20
DISTRICT #20 — EL CID 20
DISTRICT #21 — SANTA ROSA 20
DISTRICT #22 — RIVERBEND 21
DISTRICT #24 — CALIFORNIA PALMS 21
DISTRICT #25 — VERANDAS 21
DISTRICT #26 — RINCON HOMES 22
DISTRICT #27 — SUMMER PLACE 22
DISTRICT #28 — CALIFORNIA PALMS II 23
DISTRICT #29 — CHEYENNE RANCH 23
DISTRICT #31 — WARING PALMS 23
DISTRICT #32 — MONTEGO DUNES 24
DISTRICT #33 — VILLA ESTATES 24
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DISTRICT #34 — MADISON RANCH 24
DISTRICT #35 — CORTA BELLA 24
DISTRICT #36 — BELLA VIDA 24
DISTRICT #37 — LAS BRISAS NORTH 25
DISTRICT #38 — ENCANTO COLLECTION AT VILLA MONTEGO 25
DISTRICT #39 — MONTICELLO II AT HERITAGE PALMS 25
DISTRICT #40 — SHADOW HILLS 26
DISTRICT #41 — SUNBURST 26
DISTRICT #42 — QUAILS’ GATE ESTATES 26
DISTRICT #43 — WHITTIER RANCH 26
DISTRICT #44 — PALAZZO 26
DISTRICT #45 — SHADOW HILLS BUSINESS PARK 27
DISTRICT #46 — BELLA TIERRA 27
DISTRICT #47— RANCHO VERDE 27
DISTRICT #48— HACIENDAS/PATTON PARK 27
DISTRICT #49— AVENUE 42/JACKSON STREET 28
DISTRICT #50— DESERT TRACE 29
DISTRICT #51— DESERT MEADOWS 30
DISTRICT #52— LAS COLINAS 30
DISTRICT #53— MONROE STREET AND AVENUE 42 31
DISTRICT #54— COUNTY LAW BUILDING 31
IV. METHOD OF APPORTIONMENT 32
A. GENERAL 32
B. ASSESSMENT METHODOLOGY 32
C. ASSESSMENT RANGE FORMULA 34
V. CONSOLIDATED DISTRICT BUDGET 36
APPENDIX A – DISTRICT BOUNDARY/ ASSESSMENT DIAGRAM 52
APPENDIX B – 2025/2026 ASSESSMENT ROLL 52
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I. OVERVIEW
A. INTRODUCTION
The City of Indio (“City”) annually levies and collects special assessments in order to provide and maintain the improvements within the Landscaping and Lighting Maintenance District (“Consolidated District”). There are fifty-two (52) separate districts (“District”) within the Consolidated District. Each District contained within this Engineer’s Annual Levy Report (“Report”) was formed pursuant to conditions of development prior to final tract map approval, to provide and continue the operation, maintenance and servicing of public improvements installed as part of the development that are associated with and benefit the properties within the respective Districts. Each District was formed and is levied annual assessments pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code (“1972 Act”). The Districts are designated below (District #23 was contemplated but never formed by the City).
District No. District Name
District #01 Sundance
District #02 Sun Tree Ranch
District #03 Park Paseo
District #04 Jackson Park Zone
District #05 Daybreak/ Pacesetter Homes
District #06 Whispering Palms
District #07 Sun Park
District #08 Lumberman’s Park
District #09 Pan American
District #10 Liberty Village / Desert Song
District #11 Santa Fe Homes
District #12 Park Madison
District #13 Indio Center Plaza
District #14 Wildflower
District #15 Villa Pacific
District #16 Zalay Ranch
District #17 Highway 111
District #18 Encanto Homes
District #19 Palm Meadows
District #20 El Cid
District #21 Santa Rosa
District #22 Riverbend
District #24 California Palms
District #25 Verandas
District #26 Rincon Homes
District #27 Summer Place
District #28 California Palms II
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District No. District Name
District #29 Cheyenne Ranch
District #31 Waring Palms
District #32 Montego Dunes
District #33 Villa Estates
District #34 Madison Ranch
District #35 Corta Bella
District #36 Bella Vida
District #37 Las Brisas North
District #38 Encanto Collection At Villa Montego
District #39 Monticello II At Heritage Palms
District #40 Shadow Hills
District #41 Sunburst
District #42 Quails Gate Estates
District #43 Whittier Ranch
District #44 Palazzo
District #45 Shadow Hills Bus. Park
District #46 Bella Tierra
District #47 Rancho Verde
District #48 Haciendas/ Patton Park
District #49 Ave 42/ Jackson Street
District #50 Desert Trace
District #51 Desert Meadows
District #52 Las Colinas
District #53 Monroe Street and Avenue 42
District #54 County Law Building
This Report describes the boundaries, the improvements, the annual budgets and the proposed assessments for each of the Districts for Fiscal Year 2025/2026 in accordance with Chapter 1, Article 4; beginning with Section 22565 of the 1972 Act. In an effort to reduce administrative costs, the Report required by the 1972 Act for each District has been incorporated into this single Report. The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessment Number (Assessor’s Parcel Number — “APN”) by the Riverside County (“County”) Assessor’s Office. The County Auditor/Controller uses Assessment Numbers and specific District Fund Numbers to identify on the tax roll properties assessed for special district benefit assessments. The various improvements within the Districts and the cost to provide those improvements are identified and budgeted independently. Each parcel within a District is assessed proportionately for only those improvements provided in that District from which the parcel receives special benefit.
At a noticed annual Public Hearing, the City Council shall consider public comments and written protests presented. Upon conclusion of the Public Hearing, the City Council will direct any necessary modifications to the Report and by resolution approve the Report, including the assessment diagram and proposed assessments, as submitted or amended.
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Pursuant to Section 22631 of the 1972 Act, adoption of such a resolution will constitute the order for the levy and collection of the assessments for the fiscal year. The assessment rates and method of assessment (“method of apportionment”) described in this Report as approved or modified by the City Council defines the assessments to be applied to each parcel within the Districts for Fiscal Year 2025/2026. The assessments as approved will be submitted to the County Auditor/Controller to be included on the property tax roll for each parcel for the fiscal year.
If any parcel submitted for collection is identified by the County Auditor/Controller to be an invalid parcel number for the current fiscal year, a corrected parcel number and/or new parcel numbers will be identified and resubmitted to the County Auditor/Controller. The assessment amount to be levied and collected for the resubmitted parcel or parcels shall be based on the method of apportionment and assessment rates approved by the City Council.
B. COMPLIANCE WITH CURRENT LEGISLATION
The Districts have been formed pursuant to the Landscaping and Lighting Act of 1972, Part 2 of Division 15 of the California Streets and Highways Code. Assessments approved by the City Council shall be prepared in accordance with the 1972 Act and in compliance the provisions of the California Constitutional Article XIIID (“Article XIIID”).
Pursuant to the Section 5 of Article XIIID, certain assessments existing on July 1, 1997 (“existing assessments”) are exempt from the substantive and procedural requirements of Article XIIID Section 4 and property owner balloting for the assessments is not required until such time that the assessments are increased. Specifically, the City determined that i) improvements financed by the Districts are for the maintenance and operation expenses for sidewalks and streets; and ii) the annual assessments originally established for each District were part of the conditions of property development and approved by the original property owner (developer). As such, the property owners approved the existing District assessments at the time the assessments were created (originally imposed pursuant to a 100% landowner petition). Therefore, pursuant to Article XIIID Sections 5(a) and 5(b), the existing assessment rates for the Districts are exempt from the procedural requirements of Article XIIID Section 4.
In compliance with the substantive and procedural requirements of the Article XIIID, in Fiscal Year 1999/2000 the City initiated and conducted property owner protest ballot proceedings for Districts 02, 03, 04, 05, 07, 08, 09, 12, 13, 14, 15, 17, 18, 20, 21, 22, 24, 25, 26, and 27 of the Consolidated District contained in this Report. The ballot proceedings were to obtain property owner approval for an annual increase to maximum assessment rates for the Districts. At the conclusion of the Public Hearing on August 4, 1999, the property owner ballots returned were tabulated to determine if majority protest existed.
The tabulation of the ballots indicated that majority protest did not exist in four of the Districts balloted. The property owners within these four Districts approved the special benefit assessment increase presented and an assessment range formula that provides a three percent annual increase to the maximum assessment approved.
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The four Districts that approved an assessment increase and inflationary adjustment are identified as:
District No. District Name
District #08 Lumbermen’s Business Park
District #17 Highway 111
District #25 Veranda
District #26 Rincon Homes.
In Fiscal Year 2000/2001, the City initiated and conducted property owner protest ballot proceedings for 02, 03, 04, 05, 07, 09, 12, 13, 14, 15, 18, 20, 21, 22, 24, and 27 of the Landscaping and Lighting Districts contained in this Report in compliance with the substantive and procedural requirements of Article XIIID. The ballot proceedings were to obtain property owner approval for an annual increase to maximum assessment rates for the Districts. At the conclusion of the Public Hearing on August 2, 2000, the property owner ballots returned were tabulated to determine if majority protest existed. The tabulation of the ballots indicated that majority protest did not exist in seven of the Districts balloted.
The property owners within these seven Districts approved the special benefit assessment increase presented and an assessment range formula that provides a three percent annual increase to the maximum assessment approved.
The seven Districts that approved an assessment increase and inflationary adjustment are:
District No. District Name
District #03 Park Paseo
District #09 Pan American
District #12 Park Madison
District #14 Wildflower
District #18 Encanto Homes
District #21 Santa Rosa
District #24 California Palms
In Fiscal Year 2003/2004, the City formed and conducted property owner protest ballot proceedings for Districts 31 through 39. In Fiscal Year 2004/2005, the City formed and conducted property owner protest ballot proceedings for Districts 40 through 44. In Fiscal Year 2005/2006, the City formed and conducted property owner protest ballot proceedings for Districts 45 through 47. In Fiscal Year 2007/2008, the City formed and conducted property owner protest ballot proceedings for District 48. In Fiscal Year 2008/2009, the City formed and conducted property owner protest ballot proceedings for Districts 49 and
50. At the conclusion of the Public Hearings, the property owner ballots returned were tabulated to determine if majority protest existed. The tabulation of the ballots indicated that majority protest did not exist in the Districts balloted. Districts 31 through 50 represent the Districts formed by the City in compliance with the substantive and procedural requirements of the Article XIIID.
The district assessments in Districts 31 through 50 which were approved by property owner balloting proceedings included the approval of maximum assessment rates and an
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assessment range formula that allow for annual inflationary increases of three percent (3%) to the maximum assessment rates each fiscal year.
In Fiscal Year 2012/2013, the City conducted property owner protest ballot proceedings to increase the assessment as well as incorporate an assessment range formula for Districts 30. At the conclusion of the Public Hearing, the property owner ballots returned were tabulated to determine if majority protest existed. The tabulation of the ballots indicated that majority protest did exist and therefore the assessment range formula and assessment increase were not adopted. In Fiscal Year 2013/2014 the City decided to dissolve District No. 30 and let Heritage Palms CC/HOA take over the maintenance.
In Fiscal Year 2013/2014, the City formed and conducted property owner protest ballot proceedings with an assessment range formula to allow for annual inflationary increases of three percent (3%) to the maximum assessment rates each fiscal year for District 51.
The tabulation of the ballots indicated that majority protest did not exist.
District 52 was previously Zone 46 in the Landscaping and Lighting Maintenance District No. 89-1 Consolidated of the County of Riverside. The City, as of Fiscal Year 2015/2016, took over the maintenance of the parcels within this district and incorporated it into the City of Indio Landscape and Lighting District as District No. 52.
In Fiscal Year 2013/2014, the City formed and conducted property owner protest ballot proceedings with an assessment range formula to allow for annual inflationary increases of three percent (3%) to the maximum assessment rates each fiscal year for District 53.
The tabulation of the ballots indicated that majority protest did not exist.
District 54 was previously part of the Landscape and Lighting Maintenance District No 89- 1 Consolidated of the County of Riverside. The City, as of Fiscal Year 2016/17, took over the maintenance of the one parcel within this district and therefore has incorporated it into the City of Indio Landscape and Lighting District as District No. 54.
The proposed District assessments for any fiscal year may be increased over the previous fiscal year assessment provided the assessment rate does not exceed the maximum assessment rate adopted and approved by the property owners. Pursuant to the provisions of Article XIIID, new or increased assessments (the incremental increase) are subject to both the substantive and procedural requirements of Article XIIID Section 4, including a mailed property owner notice and protest ballot proceeding.
II. BENEFIT ANALYSIS
A. GENERAL DESCRIPTION OF THE IMPROVEMENTS AND BENEFITS The City annually levies and collects special benefit assessments in order to maintain and service the improvements within the Consolidated District. Each District provides for specific improvements and services that may include the maintenance and operation of landscaping and associated appurtenances located within the public right-of-ways and dedicated easements in each of the Districts.
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Improvements within each of the Districts and the properties associated with those improvements have been reviewed for benefit. Because each of the improvements maintained within the various Districts are local in nature and were originally installed as part of the development of properties assessed, it has been determined that there is no measurable general benefit to properties outside the Districts or to the public at large. In making this determination it should be noted that similar improvements throughout the City are typically maintained by individual property owners or through some type of association and the on-going maintenance of these improvements are a special benefit to the properties associated with those improvements.
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; 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 noticing and balloting held for the approval of a new or increased assessment.
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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.
The landscape improvements provided by the Districts may include landscaped parkways, perimeters, entryways, local medians, slopes, internal amenities and appurtenant facilities. The annual assessments outlined in this Report are proposed to cover the estimated costs to provide the necessary service, operation, administration, and maintenance required to keep these improvements in a healthy, vigorous, and satisfactory condition. The special benefits associated with the local landscaping improvements are specifically:
Enhanced desirability of properties through association with the improvements. Improved aesthetic appeal of properties within the Districts providing a positive representation of the area.
Enhanced adaptation of the urban environment within the natural environment from adequate green space and landscaping.
Environmental enhancement through improved erosion resistance, dust and debris control, and drainage and flood control.
Increased sense of pride in ownership of property within the Districts resulting from well-maintained improvements associated with the properties. Reduced criminal activity and property-related crimes (especially vandalism) against properties in the Districts through well-maintained surroundings and amenities including abatement of graffiti.
Enhanced environmental quality of the parcels within the Districts by moderating temperatures, providing oxygenation and attenuating noise.
The preceding special benefits contribute to a specific enhancement and desirability of each of the assessed parcels within the Districts.
C. CONSOLIDATED DISTRICT INFORMATION
Pursuant to the 1972 Act, the costs of each District may be apportioned by any formula or method that fairly distributes the net amount to be assessed, among assessable parcels in proportion to the estimated benefits to be received by each such parcel from the improvements. The benefit formula calculation used within each District varies, as do the improvements and properties receiving special benefit from those improvements. The formula used for each District reflects the composition of the parcels within the District, and the improvements and services provided to fairly proportion the costs based on estimated benefit to each parcel. The improvements, the method of apportionment, the
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proposed budget, and the details of each District are described for each District. The following table lists the Districts for Fiscal Year 2025/2026 and the number of parcels within each District.
District Number District Name
Number
of
Parcels
Parcels
Levied
Total
Equivalent
Benefit Unit
(EBU) (1)
FY 2025/2026
Maximum
Assessment
FY 2025/2026
Proposed
Applied Rate
District #01 Sundance 314 313 313 $78.26 $78.26
District #02 Sun Tree Ranch 59 59 59 $113.74 $113.74
District #03 Park Paseo 87 87 87 $275.07 $275.06
District #04 Jackson Park Zone A 66 66 66 $106.90 $106.90 Jackson Park Zone B 46 46 46 $87.44 $87.44
Jackson Park Zone C 2 2 2 $16.82 $16.82
Jackson Park (Total) 114 114 114
District #05 Daybreak/ Pacesetter Homes 183 183 183 $50.34 $50.34 District #06 Whispering Palms 510 510 510 $49.98 $49.98 District #07 Sun Park A 77 77 77 $46.60 $46.60
Sun Park B 25 23 23 $18.22 $18.22
Sun Park (Total) 102 100 100
District #08 Lumberman’s Park 12 12 17.89 $741.90 $741.90 District #09 Pan American 189 189 189 $169.88 $169.88
District #10 Liberty Village / Desert Song 109 107 107 $138.58 $138.58 District #11 Santa Fe Homes 167 167 167 $153.98 $153.98 District #12 Park Madison 37 37 37 $403.05 $403.04
District #13 Indio Center Plaza 19 16 1,259 $7.50 $7.50 District #14 Wildflower 80 80 80 $163.01 $163.00
District #15 Villa Pacific 48 48 48 $68.80 $68.80
District #16 Zalay Ranch 36 36 36 $163.28 $163.28
District #17 Highway 111 29 28 44 $271.72 $271.72
District #18 Encanto Homes 73 73 73 $247.65 $247.64
District #19 Palm Meadows 219 219 219 $98.16 $98.16
District #20 El Cid 20 20 20 $158.50 $158.50
District #21 Santa Rosa 113 99 99 $404.22 $404.22
District #22 Riverbend 61 61 61 $66.74 $66.74
District #24 California Palms 115 115 115 $223.61 $136.30 District #25 Verandas 98 98 98 $282.77 $282.76
District #26 Rincon Homes 121 121 121 $487.21 $487.20
District #27 Summer Place 156 156 156 $100.00 $100.00
District #28 California Palms II 94 94 94 $166.36 $166.36 District #29 Cheyenne Ranch 79 78 78 $195.26 $195.26
District #31 Waring Palms 143 140 140 $118.75 $118.74
District #32 Montego Dunes 120 117 117 $421.27 $421.26
District #33 Villa Estates 104 100 100 $346.12 $346.12
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District Number District Name
Number
of
Parcels
Parcels
Levied
Total
Equivalent
Benefit Unit
(EBU) (1)
FY 2025/2026
Maximum
Assessment
FY 2025/2026
Proposed
Applied Rate
District #34 Madison Ranch 146 139 139 $558.58 $558.58
District #35 Corta Bella 31 28 28 $569.50 $569.50
District #36 Bella Vida 84 78 78 $492.55 $492.54
District #37 Las Brisas North 241 224 224 $407.17 $407.16 District #38 Encanto Collection At Villa Montego 457 449 449 $495.27 $495.26 District #39 Monticello II At Heritage Palms 155 136 136 $678.83 $678.82 District #40 Shadow Hills 520 483 483 $206.90 $188.96
District #41 Sunburst 137 135 135 $273.31 $273.30
District #42 Quails Gate Estates 8 8 8 $660.25 $660.24
District #43 Whittier Ranch 144 138 138 $787.53 $787.52 District #44 Palazzo 158 148 148 $473.27 $473.26
District #45 Shadow Hills Bus. Park 42 42 42 $1,557.26 $1,557.26 District #46 Bella Tierra 61 56 56 $1,375.35 $870.74
District #47 Rancho Verde 38 36 36 $1,188.99 $1,188.98
District #48 Haciendas/ Patton Park 303 287 385 $385.22 $285.54 District #49 Ave 42/ Jackson Street Zone A 33 33 73.38 $1,636.31 $126.26 Ave 42/ Jackson Street Zone B 17 10 8.42 $1,636.31 $55.68 Ave 42/ Jackson Street (Total) 50 43 81.80
District #50 Desert Trace 257 243 243 $361.05 $361.04
District #51 Desert Meadows 1 1 80 $306.53 $306.52
District #52 Las Colinas 136 128 128 $126.54 $126.54
District #53 Monroe Street/Avenue 42 30 16 5,507 $5.90 $5.90 District #54 County Law Building 1 1 588 $8.41 $8.40
Total All Districts 6,611 6,396 13,954.38
(1) Totals may not sum due to rounding.
D. CHANGES TO THE DISTRICTS
Changes to the Districts may include:
The cost of maintaining the improvements (Budget);
Changes in the annual assessments;
Legislative changes that affect the District; or,
Modifications to the District structure that include, but is not limited to—alterations in the existing improvements and/or services provided, addition of new improvements or services, addition of benefit zones, annexation of parcels into one of the Districts, or revisions in the method of apportionment.
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Although no significant modifications to the structures of the Districts have been implemented in the last several years, the City has taken several steps towards enhancing the improvements within the Districts. To ensure a high level of maintenance, enhance the quality of life and appearance of the Districts, and ensure a fair and equitable apportionment of the improvement costs, the City annually reviews the improvements, the services provided, the costs associated with those improvements and current fund balances for each District.
In Fiscal Year 1999/2000 and again in Fiscal Year 2000/2001, the City initiated and conducted property owner protest ballot proceedings for assessment increases necessary to provide a higher level of service within several of the Districts. In conjunction with the assessment balloting process, the City held numerous public workshops to improve communication and obtain property owner input. Although property owners did not approve an assessment increase in every District balloted; those that approved an assessment increase also approved an assessment range formula. This assessment range formula provides a fixed 3% annual inflationary adjustment to the maximum assessment rate that may be imposed each fiscal year. (The annual assessment may not exceed the annually adjusted Maximum assessment).
The Districts formed since the passage of Proposition 218 in November 1996, have been formed pursuant to the 1972 Act and in conjunction with a property owner notice and protest ballot proceeding for the annual assessments in compliance with the provisions of the Article XIIID. In each of these Districts (Districts 31 through 51), the assessments presented to the property owners and approved by those property owners includes the assessment range formula that provides a 3% annual inflationary adjustment to the maximum assessment rate each fiscal year.
E. CAPITAL IMPROVEMENTS
FY 2024/2025 capital improvements completed include:
District #12 – Park Madison; remove 13 Ficus trees that are damaging sidewalks and being topped for powerlines.
District #44 – Palazzo; Add date palms in median.
District #52 – Las Colinas; refresh landscaping at entrance.
FY 2025/2026 planned capital improvements include:
District #43 – Whitter Ranch; landscaping improvements at the front entrance.
District #46 – Bella Terra; landscaping improvements.
District #52 – Las Colinas; refresh landscaping at entrance.
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III. DISTRICT SPECIFICATIONS
A. GENERAL DESCRIPTION OF THE WORK TO BE PERFORMED
The boundaries of each District and a brief description of the improvements are described in this section of the Report. The allocation of special benefit and general benefit from the various improvements are summarized in the Method of Apportionment section of this Report.
Most of the Districts described in this Report have similar types of improvements and require similar maintenance and servicing (the work to be performed). The following is a general description of the work to be performed in each District. Any significant differences or additional work applicable to a particular District will be noted and described for that District. In Fiscal Year 2001/2002, the City Council directed the City staff to remove the cost of street lighting within the tracts from the annual budget for those Districts that had historically been assessed for street lighting improvements. The City will utilize other revenue sources to provide and maintain these street lighting facilities.
The work to be performed within each District includes the operation, maintenance, servicing and administration of the landscaping improvements associated with each District. The maintenance and servicing include, but is not limited to the cultivation, replacement, trimming and training of landscaping in accordance with standard horticultural practices; the furnishing and application of fertilizers, herbicides and pesticides; the removal and replacement of dead or damaged plant material; the removal of trash and debris; abatement of weeds and defaced or damaged surface of the blockwalls and other appurtenant facilities; repair of the sprinkler system including replacement of any damaged, defective or worn parts; and the furnishing of electrical power and water to maintain the landscaping. Each District’s improvements include automatic sprinkler system that is a complete system with electric supply, water supply, automatic clock, piping, various types of heads and other items incidental and necessary to make the system operational unless otherwise noted.
B. DESCRIPTION OF THE BOUNDARIES AND IMPROVEMENTS
The original Assessment Diagrams for each of the Districts were presented and approved upon formation of each District and are on file in the Office of Engineering and by reference are made part of this Report. Parcel identification for each lot or parcel within the Districts shall be the parcel as shown on the Riverside County Assessor's map for the year in which this Report is prepared. The following is a brief description of each of the District boundaries and improvements.
District #01 — Sundance
The District includes the parcels within Tracts 10943-1 through 10943-4, Tract 12572 and Tracts 12572-1 through 12572-7; generally located between Monroe Street and Arabia Street, north of Avenue 48.
The District improvements include parkway landscaping between the sidewalk and blockwall adjacent to the tract(s) on Monroe Street and Arabia Street (frontages of the District); and a landscaped median island along the southern boundary of the District (between
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Avenue 48 and Solano Avenue) from Monroe Street to Arabia Street. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-walls, and plant material that consist of groupings of palm trees with ground cover along Monroe Street and Arabia Street and groupings of silk oak trees, oleanders, and ground cover in the median island.
District #02 — Sun Tree Ranch
The District includes the parcels within Tract 9173 and Tract 12936-1; generally located south of Fred Waring Drive (formerly Avenue 44), and east of Clinton Street.
The District improvements include landscaping uniformly spaced within the recessed areas of the perimeter block-wall along Fred Waring Drive and Clinton Street (frontages of the District); landscaped areas along both sides of Laurel Gate (tract entryway). The landscaping improvements consist of an automatic sprinkler system, hardscape, blockwalls and plant material. The sprinkler system is a complete system that also includes an automatic control panel, remote control valves, with various sprinkler and shrub heads.
The existing plant material consists of groupings of palm trees, and ground cover.
The District improvements are identified in the plans entitled "Street Improvement Plan for Tract 9173 and Tract 12936-1 Sun Tree Ranch", on file in the office of the Department of Public Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Sun Tree Ranch Maintenance District Diagram” dated April 2, 1979, and by reference these documents are made part of this Report.
District #03 — Park Paseo
The District includes the parcels within Tracts 11469-1 and 11469-2, generally located south of Miles Avenue and west of Monroe Street.
The improvements include parkway landscaping between the sidewalk and block-wall adjacent to the tract(s) along Miles Avenue, Lido Avenue, and Monroe Street (frontages of the District); and the median islands and parkway landscaping on Sierra Avenue and Paseo Entrada (tract entryways). The landscaping improvements consist of an automatic sprinkler system, hardscape, block-walls, and plant material located in the areas described. The plant material consists of an arrangement of various types of trees uniformly spaced, inter-spaced with a variety of shrubs, and the remaining open area planted with a ground cover. Also included is a decorative sign located at the corner of Miles and Monroe Streets.
The District improvements are identified in the plans entitled "Site Improvements, Tract 11469-1 and Tract 11469-2”, on file in the office of the Department of Public Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Park Paseo Maintenance District Diagram” dated April 2, 1979, and by reference these documents are made part of this Report.
District #04 — Jackson Park
The District includes the parcels within Tract 13349 and Tract 13349-1 generally located south of Dr. Carreon Blvd (formerly Avenue 47) and west of Jackson Street.
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The improvements include parkway landscaping between the sidewalk and block-walls adjacent to the tract(s) along Dr. Carreon Blvd and Jackson Street (frontages of the District). The landscaping improvements consist of an automatic sprinkler system, hardscape, block-walls, and plant material, located in the areas described. The sprinkler system is a complete system that also includes drip irrigation and other items incidental and necessary to make the system operational. The plant material consists of an arrangement of various types of trees uniformly spaced, inter-spaced with a variety of shrubs, and the remaining open area planted with a ground cover.
The District has been divided into three (3) Zones of benefit based on the location of each parcel within the District and its proximity to the various District improvements. Each parcel shares proportionately in the cost of the improvements that provide a special benefit to the parcel. There are a total of 114 assessable parcels within the District. The Zones are identified as:
Zone A — includes 66 residential parcels located on Via Sicily, Via Turin, Via Venecia, and Via Genoa. These parcels are physically and visually associated with two landscaped entrances on Jackson Street and the parkway landscaping along Jackson Street (approximately three times larger than the parkway on Dr. Carreon Blvd). As part of the overall subdivision, these parcels are also directly associated with the parkway landscaping on Dr. Carreon Blvd and therefore receive special benefits from the landscape improvements within the District. These 66 parcels are assessed for approximately 63.5% of the total District improvement costs. Zone B — includes 46 residential parcels located on Via Palermo, Via Milano, and Via Sorrento. These residential properties are a continuation of a previous residential subdivision and although the parcels have no direct access to the streets within Zone A (Via Sicily, Via Turin, Via Venecia, and Via Genoa), the landscape improvements surrounding the two Zones are clearly associated with the parcels in both Zones. Similar to properties within Zone A, the parcels within Zone B are directly associated with the perimeter landscaping on Dr. Carreon Blvd and Jackson Street and share equally in the costs and benefits of those improvements. However, the costs associated with the two landscaped entrances on Jackson Street are not a special benefit to Zone B parcels and therefore these parcels are not assessed for these two improvement areas. The parcels within Zone B are assessed for approximately 36.2% of the total District costs. Zone C — includes two parcels that are within the District boundary, but slightly outside the wall and landscaped areas fronting on Dr. Carreon Blvd (Parcels 614-180-019 and 614-182-026). These two parcels benefit from the improvements by association and when the District was formed, the two parcels were identified as "problematical" and assessed only 0.3% of total Direct Costs.
The District improvements are identified in the plans entitled "Tract 13349, Avenue 47 and Jackson Street Perimeter Area" dated November 10, 1977, and the plans entitled “Perimeter Area Sundance East” dated April 4, 1984, are on file in the office of the Department of Public Services. The lots and parcels within the District are shown and identified on the original assessment diagram, and by reference these documents are made part of this Report.
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District #05 — Daybreak/Pacesetter Homes
The District includes the parcels within Tracts 20677, 13809-1, and 14554 generally located south of Dr. Carreon Blvd (formerly Dr. Carreon Blvd) and west of Arabia Street.
The improvements include parkway landscaping between the sidewalk and block-wall adjacent to the tract(s) along Dr. Carreon Blvd and Arabia Street (frontages of the District); and parkway landscaping on Janet Avenue at Dr. Carreon Blvd (tract entryway). The landscaping improvements consist of an automatic sprinkler system, hardscape, blockwalls and plant material located in the areas described. The plant material consists of an arrangement of various types of trees uniformly spaced, inter-spaced with a variety of shrubs, and the remaining open area planted with a ground cover. Parcels within the District are served by an interconnected system of streets utilizing the three landscaped entrances, two entrances on Arabia Street and one entrance on Dr. Carreon Blvd.
The District improvements are identified in the plans entitled "Plantings and Irrigation” on file in the office of the Department of Public Services. The lots and parcels within the District are shown and identified on the original assessment diagram, and by reference these documents are made part of this Report.
District #06 — Whispering Palms
The District includes the parcels within the residential Tracts 12783-1 through 12783-7, 12783-9 (amended), 15058, 15058-1, 23018, and 27658 generally located south of Miles Avenue, north of Avenue 46, west of Madison Street and east of the Storm Water Channel.
The improvements include parkway landscaping between the sidewalk and block-wall adjacent to the tract(s) along Avenue 46, Miles Avenue and Madison Street (frontages of the District). The landscaping improvements consist of an automatic sprinkler system, hardscape, block-walls and plant material located in the areas described. The plant material consists of an arrangement of various types of trees uniformly spaced, interspaced with a variety of shrubs, and the remaining open area planted with a ground cover.
The District improvements are identified in the plans entitled "Whispering Palms Landscaping and Lighting Maintenance” on file in the office of the Department of Public Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Whispering Palms Maintenance District Diagram” dated April 5, 1989, and by reference these documents are made part of this Report.
District #07 — Sun Park
The District includes the parcels within the residential Tract 12737-1 generally located south of Miles Avenue, and west of Clinton Street.
The improvements include parkway landscaping between the sidewalk and block-walls adjacent to the tract along Clinton Street and Miles Avenue (frontages of the District); the median island on Palmwood Drive at Clinton Street (tract entryway); and a decorative sign at the corner of Clinton Street and Palmwood. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-walls and plant material located in the areas described. The plant material consists of an arrangement of various types of trees uniformly spaced, inter-spaced with a variety of shrubs, and the remaining open area
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planted with a ground cover. Also included, is a decorative sign located at the corner of Clinton Street and Palmwood Drive.
The District has been divided into two (2) Zones of benefit based on the location of each parcel within the District and its proximity to the various District improvements. Each parcel shares proportionately in the cost of the improvements that provide special benefits to the parcel. Any common areas or easements within the development subdivisions receive no special benefit and are not assessed. There are a total of 100 assessable parcels within the District. Although the District improvements clearly provide special benefits to the properties within the District, by virtue of the street configuration within the development, two benefit areas were necessary.
Zone A — includes the seventy-seven (77) parcels that utilize Palmwood Drive and Clinton Street. These parcels are isolated from the other parcels within the District (parcels that access Miles Avenue and Elm Street). These parcels do not have a direct access to the improvements on Miles Avenue at Elm Street, but still receive limited special benefits from these improvements because the improvements are associated with the overall development. However, these parcels clearly receive special benefits from the improvements on Palmwood Drive and Clinton Street, and their benefit from these specific improvements is greater than the other parcels within the District. Zone B — includes the twenty-three (23) parcels that utilize Miles Avenue and Elm Street. These parcels are isolated from the other parcels within the District, (parcels that access Palmwood Drive and Clinton Street). These parcels do not have direct access to Palmwood Drive and the improvements on Palmwood Drive and Clinton Street, but still receive limited special benefits from these improvements because the improvements are associated with the overall development. However, these parcels clearly receive special benefits from the improvements on Miles Avenue and their benefits from these specific improvements are greater than the other parcels within the District.
The costs associated with the improvements are proportionately spread to the benefiting parcels, with 89.5% of the improvement costs associated with Zone A, and 10.5% of the improvement costs associated with Zone B.
Two parcels within Zone B (Parcels 608-181-049 and 608-181-051) are vacant sliver parcels associated with other adjacent developed parcels. Because these two parcels cannot be developed and they are associated with other parcels that are developed, these two parcels are not assessed.
The District improvements are identified in the plans entitled, "Landscaping and Lighting Maintenance District No. 7, Palmwood Tract 12737” on file in the office of the Department of Public Services. The lots and parcels within the District are shown and identified on the original assessment diagram, and by reference these documents are made part of this Report.
District #08 — Lumbermen’s Business Park
The District includes properties generally located just east of Madison Street on both the north and south sides of Indio Boulevard adjacent to the improvements, and includes parcels found on Assessor Parcel Map pages 610-020 and 610-030.
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The improvements consist of landscaping, and appurtenant facilities within the center island on Indio Boulevard from Madison Street, east to the eastern boundary of the Lumbermen's Business Park. The landscaping improvements consist of an automatic sprinkler system and plant material located in the areas described. The plant material consists of an arrangement of various types of trees and shrubs uniformly spaced within the area.
The District improvements are identified in the plans entitled, "Lumbermen's Business Park Landscaping & Lighting Maintenance District No. 8.” The lots and parcels within the District are shown and identified on the original assessment diagram, and by reference these documents are made part of this Report.
District #09 — Pan American
The District includes the parcels within Tracts 14189-1, 14189-2, 14189-3, and 14189, generally located south of Avenue 46 and east of Shields Road.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Shields Road frontages of the District. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-walls, and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various sprinkler and shrub heads.
The plant material consists of palm trees and ground cover uniformly spaced.
The District improvements are identified in the plans entitled “Landscape Improvement Plan for Tracts 14189-1, 14189-2, 14189-3 and 14189 Pan American” on file in the office of the Department of Public Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Pan American Maintenance District Diagram” dated April 19, 1993, and by reference these documents are made part of this Report.
District #10 — Liberty Village/Desert Song
The District includes the parcels within Tracts 13965-1 and 27861, generally located east of Calhoun Street and north of Avenue 48.
The improvements include landscaping in recessed areas of the perimeter block-wall along Calhoun Street (frontages of the District). The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall, and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of palm trees and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tracts 13965-1 and 27861 Liberty Village" on file in the office of the Department of Engineering Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Liberty Village Maintenance District Diagram" dated June 14, 1989, and by reference these documents are made part of this Report.
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District #11 — Santa Fe Homes
The District includes the parcels within Tracts 23514-1, 23514-2, and 23514, generally located south of Avenue 46 and west of Madison Street.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Madison Street and Avenue 46 frontages of the District. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of palm trees and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tracts “23514-1, 23514-2 and 23514 Santa Fe Homes" on file in the office of the Department of Public Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Santa Fe Homes Maintenance District Diagram" dated June 24, 1991, and by reference these documents are made part of this Report.
District #12 — Park Madison
The Districts includes the parcels within Tract 23530, generally located north of Avenue 46 and east of Madison Street.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Madison Street and Avenue 46 (frontages of the District). The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall, and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of palm trees and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 23530 Park Madison" on file in the office of the Department of Public Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Park Madison Maintenance District Diagram" dated June 14, 1989, and by reference these documents are made part of this Report.
District #13 — Indio Center Plaza
The District includes the parcels within the Indio Center Plaza, generally located east of Oasis Street and southwest of Indio Blvd.
The improvements consist of landscaping, and appurtenant facilities within the recessed areas along Miles Avenue between Oasis Street and Smurr Street. The landscaping improvements consist of an automatic sprinkler system and plant material located in the areas described. The plant material consists of groupings of palm trees and ground cover.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Indio Center Plaza" on file in the office of the Department of Public Services. The parcels within the District are identified on the original assessment diagram entitled “Indio
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Center Plaza Maintenance District Diagram”, and by reference these documents are made part of this Report.
District #14 — Wildflower
The District includes the parcels within Tract 22952, generally located southwest of Indio Blvd. and west of Clinton Street.
The improvements include landscaping in recessed areas of the perimeter block-wall, along the Clinton Street and Jonquil Avenue frontages of the District. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of palm trees and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 22952 Wildflower" on file in the office of the Department of Public Services.
The lots and parcels within the District are shown on the original assessment diagram entitled, “Park Madison Maintenance District Diagram" dated June 12, 1990, and by reference these documents are made part of this Report.
District #15 — Villa Pacific
The District includes the parcels within Tract 24033-1 generally located west of Golf Center Parkway (formerly Van Buren Street).
The existing improvements include landscaping in recessed areas of the perimeter blockwall along the Golf Center Parkway frontage of the District. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of palm trees, shrubs, and ground cover uniformly spaced. The landscaping improvements also include floodlights.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 24033-1 Villa Pacific" on file in the office of the Department of Public Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Villa Pacific Maintenance District Diagram" dated June 12, 1990, and by reference these documents are made part of this Report.
District #16 — Zalay Ranch
The District includes the parcels within Tract 24397, generally located south of Miles Avenue.
The existing improvements include landscaping in recessed areas of the perimeter blockwall along the Miles Avenue frontage and the center island on Saint Thomas Gate. The landscaping improvements consist of an automatic sprinkler system, hardscape, blockwall, and plant material located in the areas described. The sprinkler system is a complete
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system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of palm trees, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled, "Landscape Improvement Plan for Tract 24397 Zalay Ranch.” The lots and parcels within the District are shown on the original assessment diagram entitled “Zalay Ranch Maintenance District Diagram" dated June 12, 1990, and by reference these documents are made part of this Report.
District #17 — Highway 111
The District includes the commercial parcels along Highway 111, between Monroe Street and Rubidoux Street.
The proposed parkway and median improvements along Highway 111 between Monroe Street and Rubidoux Street consist of the sprinkler system and landscaping uniformly spaced in the center island along Highway 111. The landscaping consists of groupings of palm trees, oleanders, natal plums, shiny xylosma and ground cover. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The rehabilitation of the fountain at the corner of Highway 111 and Monroe Street has been included in these proposed improvements.
It has been determined that parcels identified as common areas, easements or that have similar development restrictions receive no measurable special benefits from the improvements and are not assessed. Parcel 614-020-021 is a 0.54-acre common area parcel and does not benefit from the improvements and therefore not assessed.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Highway 111" on file in the office of the Department of Engineering Services. The lots and parcels within the District are shown on the original assessment diagram entitled "Highway 111 Maintenance District Diagram", and by reference these documents are made part of this Report.
District #18 — Encanto Homes
The District includes the parcels within Tracts 24151-1 and 24151-2, generally located north of Paseo Encanto and west of Shields Road.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Shields Road and Paseo Encanto frontages of the District. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall, and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, shrubs, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tracts 24151-1 and 24151-2 Encanto Homes” on file in the office of the Department of Public Services. The lots and parcels within the District are shown on the
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original assessment diagram entitled “Encanto Homes Maintenance District Diagram", dated June 24, 1991, and by reference these documents are made part of this Report.
District #19 — Palm Meadows
The District includes the parcels within Tracts 12737, 12737-3, 12737-4, 12737-5 and 12737-6 generally located north of Avenue 46 and west of Madison Street.
The improvements include landscaping in recessed areas of the perimeter block-wall along Avenue 46 and area of retention basin along the east side of Palm Meadows Drive.
The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall, and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, shrubs, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled, "Landscape Improvement Plan for Tract 12737, 12737-3, 12737-4, 12737-5, and 12737-6 Palm Meadows", on file in the office of the Department of Engineering Services. The lots and parcels within the District are shown and identified on the original assessment diagram, and by reference these documents are made part of this Report.
District #20 — El Cid
The District includes the parcels within Tract 21443-1, generally located south of Garden Avenue and north of Dr. Carreon Blvd.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Dr. Carreon Blvd and Garden Avenue frontages of the District. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall and plant materials located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, ground cover and shrubs uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 21443-1 El Cid", on file in the office of the Department of Public Services.
The lots and parcels within the District are shown on the original assessment diagram entitled “El Cid Maintenance District Diagram" dated June 24, 1991, and by reference these documents are made part of this Report.
District #21 — Santa Rosa
The District includes the parcels within Tracts 17568-1, and 29642-1, generally located south of Avenue 48 and east of Hjorth Street.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Avenue 48 landscape area and within the retention basin on the southeast portion of the subdivisions. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall, and plant material located in the areas described.
The sprinkler system is a complete system that also includes an automatic controller and
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remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, ground cover and shrubs uniformly spaced.
The District improvements are identified in the plans entitled, "Landscape Improvement Plan for Tract 17568-1 and 26642-1 Santa Rosa Homes" on file in the office of the Department of Public Services. The lots and parcels within the District are shown and identified on the original assessment diagram, and by reference these documents are made part of this Report.
District #22 — Riverbend
The District includes the parcels within Tracts 24229, generally located north of Fred Waring Drive (formerly 44th Avenue) and west of Madison Avenue.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Madison Street and Fred Waring Drive frontages, and also the landscape area within the retention basin of the District. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of grouping of trees, shrubs, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 24229 Riverbend" on file in the office of the Department of Public Services.
The lots and parcels within the District are shown on the original assessment diagram entitled, “Riverbend Maintenance District Diagram" dated June 24, 1991, and by reference these documents are made part of this Report.
District #24 — California Palms
The District includes the parcels within Tract 11603, generally located west of Shields Road and south of Avenue 46.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Shields Road frontage, and the landscape areas along Suncastle Road and Sandscript Way within the District. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall, and plant material located in the areas described.
The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, shrubs, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 11603 California Palms" on file in the office of the Department of Engineering Services. The lots and parcels within the District are shown on the original assessment diagram entitled, “California Palms Maintenance District Diagram" dated April 1993, and by reference these documents are made part of this Report.
District #25 — Verandas
The District includes all parcels within Tracts 25688, 25688-1, 25688-2, 25688-3, 25688- 4, 25688-5, and 25688-6 generally located north of Avenue 48 and west of Madison Street.
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The improvements include landscaping in recessed areas of the perimeter block-wall along the Avenue 48 and Youngs Lane frontages and the retention basin on the southeast portion of the subdivisions. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall, and plant material located in the areas described.
The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, shrubs, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled, "Landscape Improvement Plan for Tract 25688, 25688-1, 25688-2, 25688-3, 25688-4, 25688-5, and 25688-6 Veranda” on file in the office of the Department of Engineering Services. The lots and parcels within the District are shown and identified on the original assessment diagram, and by reference these documents are made part of this Report.
District #26 — Rincon Homes
The District includes the parcels within Tract 24445, generally located east of Jefferson Street and north of Avenue 49.
The improvements include landscaping in recessed areas of the perimeter block-wall along Jefferson Street and Avenue 49 frontages, the center island on Corsica Gate and the landscape retention basin located in the central portion of the subdivision. The landscaping improvements consist of an automatic sprinkler system, hardscape, blockwall, and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, shrubs, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 24445 Rincon Homes” on file in the office of the Department of Engineering Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Rincon Homes Maintenance District Diagram" dated April 1993, and by reference these documents are made part of this Report.
District #27 — Summer Place
The District includes the parcels within Tracts 27167-1, 27167-2, 27167-3, 27167-4, and 27167, generally located south of Fred Waring Drive and west of Hoover Avenue.
The improvements include landscaping in recessed areas of the perimeter block-wall along the Fred Waring Drive and Hoover Avenue frontages and the landscape retention basin areas within the subdivision located on Cassia Way. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall, and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, shrubs, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled, "Landscape Improvement Plan for Tract 27167-1, 27167-2, 27167-3, 27167-4, and 27167 Summer Place" on file in
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the office of the Department of Engineering Services. The lots and parcels within the District are shown on the original assessment diagram entitled “Summer Place Maintenance District Diagram", dated April 19, 1993, and by reference these documents are made part of this Report.
District #28 — California Palms II
The District includes the parcels within Tract 23531, generally located east of Hjorth Street and south of Avenue 49. The improvements include landscaping in recessed areas of the perimeter block-wall along the Hjorth Street and Avenue 49 frontages of the District and the landscape retention basin area within the subdivision located on Violet Street. The landscaping improvements consist of an automatic sprinkler system, hardscape, blockwall, and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, shrubs, and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 23531 California Palms II" on file in the office of the Department of Engineering Services. The lots and parcels within the District are shown on the original assessment diagram entitled “California Palms II Maintenance District Diagram" dated March 1995, and by reference these documents are made part of this Report.
District #29 — Cheyenne Ranch
The District includes the parcels within Tract 24824-1, generally located south of Dr.
Carreon Blvd. and west of Monroe Street. The improvements include landscaping in recessed areas of the perimeter block-wall along the Cheyenne Road, Buffalo Trail and Dry Creek Lane within the District, and the landscape retention basin area on the southern border of the subdivision. The landscaping improvements consist of an automatic sprinkler system, hardscape, block-wall and plant material located in the areas described. The sprinkler system is a complete system that also includes an automatic controller and remote control valves with various types of sprinklers and shrub heads. The plant material consists of groupings of trees, shrubs and ground cover uniformly spaced.
The District improvements are identified in the plans entitled "Landscape Improvement Plan for Tract 24824-1 Cheyenne Ranch" on file in the office of the Department of Engineering Services. The lots and parcels within the District are shown on the original assessment diagram entitled, “Cheyenne Ranch Maintenance District Diagram" dated March 1996, and by reference these documents are made part of this Report.
District #31 — Waring Palms
The District includes parcels within Tract 30413; generally located east of Madison Street and southeast of Fred Waring Drive.
The District improvements include parkway landscaping along Madison Street and Fred Waring Drive. The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
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District #32 — Montego Dunes
The District includes the parcels within Tract 30573; generally located between Shields Road and Youngs Lane.
The District improvements include parkway landscaping along Shields Road and Youngs Lane.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #33 — Villa Estates
The District includes the parcels within Tract 30461, generally located west of Golf Center Parkway and south of Avenue 43.
The District improvements include parkway landscaping along Golf Center Parkway and Avenue 43.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #34 — Madison Ranch
The District includes the parcels within Tracts 30587 and 30587-1; generally located north of Avenue 48 and west of Madison Street.
The District improvements include parkway landscaping along Madison Street, Avenue 48 and Youngs Lane.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #35 — Corta Bella
The District includes the parcels within Tract 29455; generally located north of Dr. Carreon Blvd and east of Monroe Street.
The District improvements include parkway landscaping along Monroe Street and Bella Gate.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #36 — Bella Vida
The District includes the parcels within the residential Tract 30544; generally located south of Avenue 48 and west of Madison Street.
The District improvements include parkway landscaping along Avenue 48 and Madison Street.
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The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #37 — Las Brisas North
The District includes all parcels within the residential Tracts 30526-1, 30526-2, and 30526- 3, which contain 189 fully subdivided single-family residential parcels; generally located north of Avenue 48, east of Madison Street, west of Monroe Street and south of State Highway 111. The Annexation includes all parcels within the residential tract 31539, which contains 35 fully subdivided single-family residential parcels; generally located north of Tracts 30526-1, 30526-2 and 30526-3.
The landscape improvements may include landscaped parkways along Avenue 48 and Buffalo Trail, perimeters, entryways, local medians, slopes, parks, retention basins, internal amenities and appurtenant facilities.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #38 — Encanto Collection at Villa Montego
The original District includes the parcels within the residential Tract 28143, generally located west of Jackson Street, east of Calhoun Street and north of Avenue 48. There are 370 parcels within this tract. The additional Annexation includes the parcels within the residential Tract 31385, which contains 79 fully subdivided parcels; generally located north of Tract 28143 and Avenue 48, west of Calhoun Street and south of Dr. Carreon Blvd.
The original District improvements include parkway landscaping along Avenue 48, Jackson Street, Montego Bay Place and the southern half of Calhoun Street. The Annexation improvements include perimeter and interior landscaping along Dr. Carreon Blvd and the northern half of Calhoun Street.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #39 — Monticello II at Heritage Palms
The District includes the parcels within Tract 30635; generally located east of Burr Street, west of the All American Canal and north of Fred Waring Drive and parcels within Tract 31358; generally located north of tract 30635 and Fred Waring Drive, south of Avenue 43, west of Madison Street and east of Burr Drive.
The District improvements for Tract 30635 include parkway landscaping along Fred Waring Drive, Burr Street and Arlington Way; and interior parkway landscaping for Tract 31358 that includes Liberia Place. Parkway landscaping along Fred Waring Drive and Burr Street includes turf; respectively 6,750 sf and 2,260 sf.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
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District #40 — Shadow Hills
The District includes parcels within Tracts 31026, 31026-1, 31026-2, 31026-3, 31026-4, and 31026-5; generally, located southwest of the All American Canal, east of Jackson Street, and north of Avenue 42.
The District improvements include parkway and inter-parcel landscaping along Jackson Street.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #41 — Sunburst
The District includes the parcels within Tracts 30412 and 30412-1; generally located west of Madison Street, east of Burr Street, and north of Fred Waring Drive.
The District improvements include parkway landscaping along Madison Street and Autumn Lane, and a retention basin located along Autumn Lane.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #42 — Quails’ Gate Estates
The District includes the parcels within Tract 29371; generally located south of Avenue 49, east of Hjorth Street, and north of Avenue 50.
The District improvements include parkway and interparcel landscaping.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #43 — Whittier Ranch
The District includes the parcels within Tract 31473; generally located south of Avenue “A”, east of Oasis Street, north of Avenue 48, and west of Jackson Street.
The District improvements include parkway and interparcel landscaping.
The lots and parcels within the District are shown and identified on the parcel map and by reference these documents are made part of this Report.
District #44 — Palazzo
The District includes parcels within Tract 31247; generally located near the intersection of Monroe Street and Avenue 41.
The District improvements include parkway and median island landscaping along Monroe Street, Villa Palazzo and Villa Giardino.
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The lots and parcels within the District will be shown in the final version of this report and will be identified on the parcel map and by reference these documents are made part of this Report.
District #45 — Shadow Hills Business Park
The District includes 43 commercial and industrial lots within Tracts 26585-1, 26585-2 and 29383, which are generally located south of Avenue 42, west of Jackson Street, north of the Interstate 10 Freeway, and east of Spectrum Street.
Specifically, the landscaping improvements are located on Avenue 42 and Jackson Street and include median landscaping. The landscaping in the District consists of an automatic sprinkler system that is a complete system with electric supply, water supply, automatic clock, piping, various types of heads and all other items incidental and necessary to make the system operational unless otherwise noted.
The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
District #46 — Bella Tierra
The District includes 56 single-family residential lots within Tract 30605, and is generally located west of Van Buren Street, north of 44th Avenue and east of Interstate 10 Freeway.
The District improvements include landscaping improvements along Golf Center Parkway, Mojave Drive, Yosemite Drive and at the end of Cape Cod Court; and median landscaping improvements on Golf Center Parkway.
The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
District #47— Rancho Verde
The District includes 36 single-family residential lots within Tract 30935; generally located west of Calhoun Street, north of Avenue 48 and south of Dr. Carreon Blvd.
The District improvements include landscape parkway improvements along Dr. Carreon Blvd and Calhoun Street; park landscaping improvements on the corner of Tropical Whisper Court and Waterfall Way; and retention basin landscaping on Tropical Whisper Court.
The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
District #48— Haciendas/Patton Park
The District is comprised of three (3) residential tracts, Tract 31686, Tract 31974 and Tract 31975, which contains 385 single-family residential lots that surround Patton Park on its
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east, south and northwest sides. Generally northeast of Interstate 10 Freeway, west of Golf Center Parkway (Van Buren Street) and south of Avenue 42 and north of Avenue 44.
The purpose of this District is to ensure the ongoing maintenance, operation and servicing of the landscaping improvements and amenities established or installed in connection with development of Patton Park and the properties within the District. The specific park improvements to be installed and constructed are identified in the plans entitled “Landscape Construction Plans for Hacienda Park, Beazer Homes, City of Indio, California” (the preliminary name designation for the proposed park now known as Patton Park), and by reference these plans are made part of this Report.
Park landscape improvements for the District may include, but are not limited to turf, groundcover, shrubs and plants, trees, irrigation and drainage systems, ornamental lighting, masonry walls or other fencing, trail surfaces, hardscape improvements, monuments, and associated appurtenant facilities located within Patton Park, or any landscape easements or public right-of-ways associated with the park and dedicated to the City for maintenance. The landscaping improvements include an automatic sprinkler system. The sprinkler system is a complete system that also includes drip irrigation and all other items incidental and necessary to make the system operational. The plant materials consist of a various types of trees, inter-spaced with a variety of shrubs, and the remaining open area planted with live and inert ground covers.
The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
District #49— Avenue 42/Jackson Street
The District includes various lots and parcels of land designated for commercial development or non-residential use near the intersection of Avenue 42 and Jackson Street. These properties included but are not limited to: The Indio Towne Center (Regency-Home Depot project) located on the southeast corner of Avenue 42 and Jackson Street, encompassing most if not all of the commercially zoned property on the east side of Jackson Street between Avenue 42 and Interstate 10; The Shadow Hills Plaza located on the northwest corner of Avenue 42 and Jackson Street; and The properties located on the northeast corner of Avenue 42 and Jackson Street that are designate for non-residential use including the planned Shops at the Greens and the Indio Municipal Golf Course.
Zone A — includes those developments and or properties that are directly associated with parkway landscaping that has been installed and will be maintained by the City for that fiscal year. These properties will proportionately share in the net annual cost to maintain all improvements within the District for that fiscal year including operational (incidental) expenses. Beginning in fiscal year 2008/2009, parcels within the Indio Towne Center (Regency-Home Depot Development and the Shadow Hills Plaza are identified as Zone A parcels.
Zone B — includes those properties or future developments for which the parkway landscaping to be installed in connection with the development of those parcels or are directly associated with those properties will not be maintained by the City for that fiscal year. These properties will be assessed proportionately for maintenance of the District’s
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medians, drainage facilities, and operational (incidental) expenses. These properties shall only be assessed for their proportionate share of the parkway landscaping costs when their adjacent parkways are accepted for maintenance or the parcels comprising Zone A are being assessed at the maximum assessment rate and the revenue generated by those properties is insufficient to fund the existing parkway improvements. In such a case (although unlikely), the Zone B parcels shall be assessed for a portion of the parkway landscaping.
District #50— Desert Trace
The territory within this District consists of the lots and parcels of land within Tracts 30643- 1 and 30643-2 within the City of Indio and referred to by the City as the Desert Trace development. This residential subdivision consists of two-hundred and fifty-seven (257 planned parcels that include two-hundred and forty-eight (248 planned single-family residential home sites, associated public areas and easements as identified on the approved tract maps for Tracts 30643-1 and 30643-2, and by reference these maps and documents are made part of this Report. This District and the territory therein are generally located north of Interstate Highway 10 and Avenue 42, adjacent to and south of Avenue 41, adjacent to and east of Gore Street and adjacent to and west of Jackson Street.
The District includes the following improvements:
Jackson Street
Approximately 18,650 square feet of turf area landscaping located at, or near, the entryway to the development from Jackson Street (Desert Trace Way). Approximately 39,000 square feet of desert-style landscaping including various plants, trees and hardscape materials located:
From south of the entryway to the southern boundary of the development (7,900 square feet);
At the entryway (14,950 square feet); and
From north of the entryway up to Avenue 41 (16,200 square feet).
Avenue 41
Approximately 2,000 square feet of turf area landscaping located on the south side of Avenue 41 (at each of the two intersections on Avenue 41, Gore Street and Jackson Street).
Approximately 65,300 square feet of desert-style landscaping including various plants, trees and hardscape material located south side of Avenue 41.
Gore Street
Approximately 1,200 square feet of turf area landscaping located at or near the entryway to the development from Gore Street (Trace Lane). Approximately 29,000 square feet of desert-style landscaping including various plants, trees and hardscape materials located:
From south of the entryway (13,900 square feet);
At the entryway (1,850 square feet); and
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From north of the entryway (13,250 square feet).
The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
District #51— Desert Meadows
The territory within this District consists of Assessor’s Parcel Number 608-340-032 within the City of Indio and referred to by the City as the Desert Meadows development. This residential apartment development consists of 80 apartment units, a 4,000 square foot community center, and associated public areas. This District and the territory therein are generally located south of Fred Waring Drive, west of Clinton Street, adjacent to and east of Tract32425, and adjacent to and north of Tract31019.
The following is a general description of the landscape improvements provided by this District and for which properties may be assessed.
Clinton Street
Approximately 458 square feet of landscaping, including various trees, shrubs and hardscape materials on the west side of Clinton Street from Fred Waring Drive to north of and adjacent to Tract 31019, and at the entryway to the Desert Meadows development.
Fred Waring Drive
Approximately 360 square feet of landscaping, including various trees, shrubs and hardscape materials on the south side of Fred Waring Drive adjacent to the Desert Meadows development from Clinton Street to east of and adjacent to Tract 32425, and at the exit from the Desert Meadows development onto Fred Waring Drive.
Median landscaping from the easterly limits of the Whitewater Storm Channel to Clinton Street.
The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
District #52— Las Colinas
The District includes 126 residential parcels within Tract 31019 within the City of Indio and referred to by the City as the Las Colinas development. This District and the territory therein are generally located south of Fred Waring Drive and west of Clinton Street.
District improvements include the maintenance and servicing of landscaping within the public right-of-way, including the trimming, fertilizing, weeding and replanting of trees, shrubs, grass and other ornamental vegetation; and the maintenance and servicing of irrigation and electrical facilities associated with the landscaping, including but not limited to electricity for operation of the irrigation system and water for irrigation.
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The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
District #53— Monroe Street and Avenue 42
The territory within this District consists of Assessor’s Parcel Numbers 610-330-001 through 610-330-010, 610-330-017 through 610-330-021, 610-330-025 through 610-330- 029, 610-330-031, 610-330-033, 610-330-035 through 610-330-038, 610-330-040 and 610-330-045 through 610-330-047 within the City of Indio and referred to by the City as the Monroe Street and Avenue 42 development. These parcels consist of approximately 87 acres. The District and the territory therein are generally located south of Avenue 42 and East of Monroe Street.
The following is a general description of the landscape improvements provided by this District and for which properties may be assessed.
Avenue 42
Landscaping on the south side of Avenue 42 from Monroe Street going east to Spectrum Street, including various trees, shrubs and hardscape materials. Median landscaping and hardscaping from Monroe Street to Spectrum Street.
Monroe Street
Landscaping on the east side of Monroe Street from Avenue 42 going south to Showcase Parkway, including various trees, shrubs and hardscape materials. Median hardscaping from Avenue 42 to Showcase Parkway.
The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
District #54 – County Law Building
The property known as the County Law Building is located on the southwest corner of Highway 111 and Jackson Street, encompassing Assessor’s Parcel Number 614-050- 060.
The improvements include landscaping along Highway 111 and Jackson Street, as well as street median landscaping and hardscaping.
The lots and dimensions of the parcels within the District are shown and identified on the County Assessor’s parcel maps and by reference these documents are made part of this Report.
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IV. METHOD OF APPORTIONMENT
A. GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose of providing certain public improvements which include the construction, maintenance landscaping and appurtenant facilities. The 1972 Act further requires that the cost of these improvements be levied according to benefit rather than assessed value:
“The net amount to be assessed upon lands within an assessment district may be apportioned by any formula or method which fairly distributes the net amount among assessable lots or parcels in proportion to the estimated benefits to be received by each such lot or parcel from the improvements.” The formula used for calculating assessments in each District should therefore reflect the composition of the parcels, and the improvements and services provided, to fairly apportion the costs based on benefit to each parcel.
In addition, pursuant to Article XIIID Section 4, a parcel’s assessment may not exceed the reasonable cost of the proportional special benefit conferred on that parcel and provides that only special benefits are assessable and the Consolidated District must separate the general benefits from the special benefits. As discussed in the Benefit Analysis, it has been determined that there is no measurable general benefit to properties outside the Districts.
B. ASSESSMENT METHODOLOGY
Equivalent Benefit Units: To assess benefits equitably, it is necessary to relate the different type of parcel improvements to each other. The Equivalent Benefit Unit method of apportionment uses the single-family home as the basic unit of assessment. A singlefamily residential property equals one Equivalent Benefit Unit (“EBU”). Every other landuse is converted to EBU’s based on an assessment formula that equates the property’s specific development status, type of development (land-use), and size of the property, as compared to a single-family residential property.
The EBU method of apportioning benefit is typically seen as the most appropriate and equitable assessment methodology for calculating benefit in districts formed under the 1972 Act, as the benefit to each parcel from the improvements are apportioned as a function of land-use type, size and development.
Most of the Districts are comprised primarily or entirely of subdivided residential properties or planned residential subdivisions (except Districts noted below). In examining the various properties within these Districts and the improvements provided and maintained, it has been determined that each parcel to be assessed receives similar and equal benefits and should be assessed equally. Therefore, the annual assessment can be computed by dividing the total annual cost to provide the improvements by the number of eligible parcels within the District. This results in a uniform assessment for each parcel. Any common areas or easements within the development subdivisions receive no special benefit and are not assessed.
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The following formula is used to calculate each parcel’s EBU (proportional benefit).
Parcel Type EBU x Acres or Units = Parcel EBU
The total number of Equivalent Benefit Units (EBU’s) for each District is the sum of individual EBU’s applied to parcels in the District that receive a special benefit from the District improvements. An assessment amount per EBU (“Levy Rate”) is established by taking the total cost of the improvements to be assessed and dividing that amount by the total number of EBU’s of parcels benefiting from the improvements. This Levy Rate is then applied back to each parcel’s individual EBU to determine the parcel’s proportionate benefit and assessment obligation for that improvement.
Total Balance to Levy / Total EBU = Levy Rate per EBU
Levy Rate per EBU x Parcel EBU = Parcel Levy Amount
The following considerations pertain to the Districts noted below:
District 08: This District includes the Southern Pacific Railroad property, which is adjacent to the District improvements and the parcels identified on Parcel Map 23228.
Parcels that receive benefits from the improvements but are identified by the County as non-taxable properties cannot be assessed on the County tax rolls (e.g. the Southern Pacific Railroad property). The County will not generate a tax bill for non-taxable parcels and any annual assessment to be collected for these properties must be hand-billed to the property owner by the City.
Parcel 610-020-014 is adjacent to the District improvements and is identified as Southern Pacific Railroad property with a depth of 150 feet (3.23 acres). This parcel is an SBE property, (State Board of Equalization) and classified as non-taxable by the County.
Therefore, the County will not generate a tax bill for this parcel and the annual assessment must be hand-billed. This parcel represents 31% of the total assessment for the District (5.61 EBU of the total 17.89 EBU).
District 13: This District provides for the operation, maintenance and servicing of perimeter landscaping associated with the Indio Center Plaza. The method of apportionment established at the time the District was formed, identified that the improvements enhanced the property within the District and that the benefit received by each parcel is best calculated by the parcel’s proportionate front footage along Miles Avenue. An assessment rate per front footage is calculated by dividing the total estimate annual costs by the total front footage on Miles Avenue. This assessment rate multiplied by each parcel’s individual front footage (as shown on the assessment diagram entitled "Indio Center Plaza Maintenance District Diagram") established each parcel’s proportional benefit and levy amount.
The proportional benefit and assessment for subsequent lot line adjustments or parcel reconfigurations are recalculated based on the new front footage of each parcel. Where a reconfiguration (parcel change) results in one or more children parcels having no direct front footage on Miles Avenue, the total front footage originally applied to the parent parcel will be apportioned to each of the children parcels based on their respective acreage. (This
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apportionment process assumes the new parcels have access to Miles Avenue and the parcels are or will be developed.)
District 17: The original method of apportionment established for this District utilized parcel square footage to calculate each parcel’s proportional benefit from the District improvements. However, in application, the calculation of each parcel’s proportional benefit and annual assessment utilizes parcel acreage rather than square footage. Parcel acreage is identified on the Assessor’s Parcel Maps and electronically maintained by the County Assessor’s Office (rather than square footage), and therefore a more quantifiable and consistent measurement of a parcel’s size and benefit. The use of acreage data rather than square footage data does not change any parcel’s proportionate share of the improvement costs. The following formula is used to calculate the annual assessment rate for this District:
Total Balance to Levy / Total Acreage = Levy Rate per Acre District 45: For this District, each proposed commercial or industrial unit at buildout is used as the basic unit of assessment and is assigned one benefit unit or 1.0 Equivalent Benefit Unit (EBU). Based on the approved development plans for Shadow Hills Business Park, the total number of Equivalent Benefit Units for the District is 46.0 EBU (46 assessable commercial or industrial lots). An assessment amount per EBU (Rate) for the improvements is established by taking the total “Balance to Levy,” and dividing that amount by the total number of “Equivalent Benefit Units” (EBUs). 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. For this District, the rate and assessment per EBU is essentially the same as a per parcel assessment.
Total Balance to Levy / Total EBU = Levy per EBU (assessment rate) Levy per EBU x Parcel EBU = Parcel Levy Amount
District 53: For this District, each of the Equivalent Benefit Units for the District is equal to the Total Front Footage (TFF).
C. ASSESSMENT RANGE FORMULA
Any new or increased assessment requires certain noticing and meeting requirement. The Brown Act defines the terms "new or increased assessment" to exclude certain conditions.
These certain conditions included "any assessment that does not exceed an assessment formula or range of assessments previously adopted by the agency or approved by the voters in the area where the assessment is imposed." This definition was later confirmed by Senate Bill 919 (Proposition 218 implementing legislation).
The City has adopted a policy of including a fixed 3% annual inflationary factor (assessment range formula) for property owner approval when a District is balloted for an increased assessment. This 3% annual adjustment provides for reasonable increases and inflationary adjustment to the maximum assessment approved by the property owners.
The adoption of an assessment range formula does not mean the annual assessments will increase each year nor does it restrict the assessments to the adjustment amount.
Although the maximum assessment amount allowed shall be adjusted up by 3% each year, the actual amount assessed will be based on District costs (budget). If the proposed
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assessment is less than the maximum assessment approved in the previous fiscal year adjusted by a percentage no greater than three percent (3%), the assessment shall not be considered as an increase. If the calculated assessment is greater than the adjusted maximum assessment than the assessment is considered an increased assessment and a property owner protest ballot proceeding is required.
District # 52, Las Colinas, was established by the County of Riverside to include an annual inflationary factor equal to the greater of 2% or the cumulative increase of the (1) Los Angeles-Long Beach-Anaheim Area CPI-U from March 2005 to March of current year. For fiscal year 2025/2026, the total CPI change from fiscal year 2005/2006 is 71.01% cumulatively. The CPI change from the previous year is 3.02%. (1) Beginning January 2018, the Bureau of Labor Statistics changed the index from Los Angeles-Riverside-Orange County Area to the current Index Los Angeles-Long Beach-Anaheim Area.
Pursuant to property owner protest ballot proceedings, an inflationary adjustment is applicable to the following Districts:
District No. District Name
District #03 Park Paseo
District #08 Lumbermen’s Business Park
District #09 Pan American
District #12 Park Madison
District #14 Wildflower
District #17 Highway 111
District #18 Encanto Homes
District #21 Santa Rosa
District #24 California Palms
District #25 Veranda
District #26 Rincon Homes
District #31 Waring Palms
District #32 Montego Dunes
District #33 Villa Estates
District #34 Madison Ranch
District #35 Corta Bella
District #36 Bella Vida
District #37 Las Brisas North
District #38 Encanto Collection
District #39 Monticello
District #40 Shadow Hills (Jackson)
District #41 Sunburst
District #42 Quails’ Gate Estates
District #43 Whittier Ranch
District #44 Palazzo
District #45 Shadow Hills Bus. Park
District #46 Bella Tierra
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District No. District Name
District #47 Rancho Verde
District #48 General George S. Patton Park
District #49 Ave 42/Jackson Street
District #50 Desert Trace
District #51 Desert Meadows
District #53 Monroe Street and Avenue 42
District #54 County Law Building
The property owners in the remaining eighteen (18) Districts included in this Report have not approved an assessment range formula. The maximum assessments for these Districts and may not be increased without approval of the property owners through a protest ballot proceeding.
V. CONSOLIDATED DISTRICT BUDGET
The following pages provide the proposed budget and assessment rate for each of the Districts and Zones within the Consolidated District for Fiscal Year 2025/2026. These budgets include the City’s estimate of expenditures, deficits, surpluses, revenues, and reserves. The estimated direct and administrative annual expenses budgeted, represents the total cost to provide for the maintenance and operation of the District improvements for the fiscal year. This amount may be increased by the collection of additional funds to be set aside for operational reserves planned for the Districts. The total expenses may also be reduced by transfers from these available funds as well as from contributions or advances made from the general fund or other revenue sources. Together, the total expenses plus or minus any adjustments represents the total amount to be levied for the fiscal year (Balance to Levy). The Balance to Levy divided by the Total Equivalent Benefit Units establishes the assessment rate for the fiscal year, but shall not exceed the maximum assessment rate previously approved. Each parcel within a District is assessed proportionately for only those improvements that provided special benefits to the parcel at the proposed budgeted assessment/levy rate.
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District Description
District 01 District 02 District 03 District 04A
SUNDANCE SUN TREE
RANCH
PARK
PASEO
JACKSON
PARK ZONE
A
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $482 $1,339 $1,000 $318 Construction Services (240-523006) 0 0 2,000 0
Electric Service (240-523012) 320 200 0 95
R&M Landscape (240-523027) 11,780 7,990 20,759 8,467
Water Services (240-523045) 9,817 0 2,955 254
Horticulture (240-531024) 0 0 0 318
Repair Supplies (240-531054) 1,000 1,000 0 0
Direct Subtotal $23,399 $10,529 $26,714 $9,452
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $1,872 $842 $2,137 $756
Professional Fees 724 136 200 152
County Fees 200 108 119 111
Admin. Subtotal (240-521048) $2,795 $1,087 $2,456 $1,019 Total Direct and Admin. Costs $26,194 $11,616 $29,170 $10,471
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $0 ($4,905) ($5,239) ($3,416) Improvement Fund Collection 0 0 0 0
General Fund Contribution (1,699) 0 0 0
Contribution Subtotal ($1,699) ($4,905) ($5,239) ($3,416) BALANCE TO LEVY $24,495 $6,711 $23,931 $7,055
DISTRICT STATISTICS
Total Parcels 314 59 87 66
Total Parcels Levied 313 59 87 66
Total Equivalent Benefit Unit (EBU) 313 59 87 66
FY 2025/2026 Levy Rate per EBU $78.26 $113.74 $275.06 $106.90 FY 2025/2026 Maximum Levy per EBU Allowed $78.26 $113.74 $275.07 $106.90 OVER/UNDER MAXTAX $0.0000 $0.0000 $0.0100 $0.0000
Assessment Range Formula Applied N/A N/A 3.00% N/A
Approved in: N/A N/A 2000/2001 N/A
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 ($22,095) $15,560 $41,178 $12,179 Fiscal Year 2025/2026 Collection/(Contribution) 0 (4,905) (5,239) (3,416) Transferred to Capital Improvement 0 (4,847) (21,353) (3,527) Estimated Ending Balance 6/30/2026 ($22,095) $5,808 $14,585 $5,236 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $0 $4,847 $21,353 $3,527 Fiscal Year 2025/2026 Collection 482 1,339 1,000 318
Anticipated Improvement FY 2025/2026 (482) (1,339) (1,000) (318) Estimated Ending Balance 6/30/2026 $0 $4,847 $21,353 $3,527 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
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District Description
District 04B District 04C District 04
Sub-Total District 05
JACKSON
PARK ZONE
B
JACKSON
PARK ZONE
C
JACKSON
PARK
DAYBREAK/
PACESETTER
HOMES
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $181 $2 $500 $515
Construction Services (240-523006) 0 0 0 0
Electric Service (240-523012) 54 0 150 300
R&M Landscape (240-523027) 4,825 41 13,333 6,240
Water Services (240-523045) 145 1 400 2,500
Horticulture (240-531024) 181 2 500 0
Repair Supplies (240-531054) 0 0 0 0
Direct Subtotal $5,386 $46 $14,883 $9,555
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $431 $4 $1,191 $764
Professional Fees 106 5 263 422
County Fees 104 88 303 153
Admin. Subtotal (240-521048) $641 $96 $1,756 $1,339
Total Direct and Admin. Costs $6,027 $142 $16,641 $10,894
LEVY BREAKDOWN
Reserve Fund Collection/Contribution ($2,005) ($58) ($5,479) ($1,682) Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 (51) (51) 0
Contribution Subtotal ($2,005) ($109) ($5,529) ($1,682) BALANCE TO LEVY $4,022 $34 $11,111 $9,212
DISTRICT STATISTICS
Total Parcels 46 2 114 183
Total Parcels Levied 46 2 114 183
Total Equivalent Benefit Unit (EBU) 46 2 114 183
FY 2025/2026 Levy Rate per EBU $87.44 $16.82 $50.34
FY 2025/2026 Maximum Levy per EBU Allowed $87.44 $16.82 $50.34 OVER/UNDER MAXTAX $0.0000 $0.0000 $0.0000
Assessment Range Formula Applied N/A N/A N/A N/A
Approved in: N/A N/A N/A N/A
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $6,943 $58 $19,180 $19,014 Fiscal Year 2025/2026 Collection/(Contribution) (2,005) (58) (5,479) (1,682) Transferred to Capital Improvement (1,925) 0 (5,380) (11,885) Estimated Ending Balance 6/30/2026 $3,014 $0 $8,320 $5,447 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $1,925 $0 $5,380 $11,885 Fiscal Year 2025/2026 Collection 181 2 500 515
Anticipated Improvement FY 2025/2026 (181) (2) (500) (515) Estimated Ending Balance 6/30/2026 $1,925 $0 $5,380 $11,885 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values
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District Description
District 06 District 07A District 07B District 07
Sub-Total
WHISPERING
PALMS
SUN PARK
A
SUN PARK
B SUN PARK
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $500 $0 $0 $0
Construction Services (240-523006) 0 0 0 0
Electric Service (240-523012) 500 127 23 150
R&M Landscape (240-523027) 11,110 6,208 1,136 7,344
Water Services (240-523045) 10,499 1,944 356 2,300
Horticulture (240-531024) 0 0 0 0
Repair Supplies (240-531054) 500 423 77 500
Direct Subtotal $23,109 $8,702 $1,592 $10,294
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $1,849 $696 $127 $824
Professional Fees 1,175 181 54 235
County Fees 271 115 96 210
Admin. Subtotal (240-521048) $3,295 $992 $277 $1,269
Total Direct and Admin. Costs $26,404 $9,694 $1,869 $11,563
LEVY BREAKDOWN
Reserve Fund Collection/Contribution ($914) $0 $0 $0
Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 (6,105) (1,450) (7,556)
Contribution Subtotal ($914) ($6,105) ($1,450) ($7,556) BALANCE TO LEVY $25,490 $3,588 $419 $4,007
DISTRICT STATISTICS
Total Parcels 510 77 25 102
Total Parcels Levied 510 77 23 100
Total Equivalent Benefit Unit (EBU) 510 77 23 100
FY 2025/2026 Levy Rate per EBU $49.98 $46.60 $18.22
FY 2025/2026 Maximum Levy per EBU Allowed $49.98 $46.60 $18.22 OVER/UNDER MAXTAX $0.0000 $0.0000 $0.0000
Assessment Range Formula Applied N/A N/A N/A N/A
Approved in: N/A N/A N/A N/A
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $48,173 ($4,829) ($564) ($5,393) Fiscal Year 2025/2026 Collection/(Contribution) (914) 0 0 0 Transferred to Capital Improvement (34,057) 0 0 0
Estimated Ending Balance 6/30/2026 $13,202 ($4,829) ($564) ($5,393) Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $34,057 $0 $0 $0
Fiscal Year 2025/2026 Collection 500 0 0 0
Anticipated Improvement FY 2025/2026 (500) 0 0 0
Estimated Ending Balance 6/30/2026 $34,057 $0 $0 $0
*Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
District
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District Description
District 08 District 09 District 10 District 11
LUMBERMAN’S
PARK
PAN
AMERICAN
LIBERTY
VILLAGE /
DESERT
SONG
SANTA FE
HOMES
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $250 $500 $500 $500 Construction Services (240-523006) 0 500 0 0
Electric Service (240-523012) 0 316 150 150
R&M Landscape (240-523027) 10,940 15,627 9,310 12,160
Water Services (240-523045) 1,000 4,922 3,920 9,000
Horticulture (240-531024) 0 0 0 0
Repair Supplies (240-531054) 500 500 500 500
Direct Subtotal $12,690 $22,365 $14,380 $22,310
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $1,015 $1,789 $1,150 $1,785
Professional Fees 25 436 251 385
County Fees 92 155 126 147
Admin. Subtotal (240-521048) $1,132 $2,380 $1,527 $2,317 Total Direct and Admin. Costs $13,822 $24,745 $15,907 $24,627
LEVY BREAKDOWN
Reserve Fund Collection/Contribution ($550) $7,362 ($1,079) $1,088 Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 0 0 0
Contribution Subtotal ($550) $7,362 ($1,079) $1,088
BALANCE TO LEVY $13,273 $32,107 $14,828 $25,715
DISTRICT STATISTICS
Total Parcels 12 189 109 167
Total Parcels Levied 12 189 107 167
Total Equivalent Benefit Unit (EBU) 17.89 189 107 167
FY 2025/2026 Levy Rate per EBU $741.90 $169.88 $138.58 $153.98 FY 2025/2026 Maximum Levy per EBU Allowed $741.90 $169.88 $138.58 $153.98 OVER/UNDER MAXTAX $0.0000 $0.0000 $0.0000 $0.0000
Assessment Range Formula Applied 3.00% 3.00% N/A N/A
Approved in: 1999/2000 2000/2001 N/A N/A
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $13,079 $41,452 $50,365 $3,954 Fiscal Year 2025/2026 Collection/(Contribution) (550) 7,362 (1,079) 1,088 Transferred to Capital Improvement (5,618) (36,442) (41,332) 0 Estimated Ending Balance 6/30/2026 $6,911 $12,373 $7,954 $5,041 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $5,618 $36,442 $41,332 $0 Fiscal Year 2025/2026 Collection 250 500 500 500
Anticipated Improvement FY 2025/2026 (250) (500) (500) (500) Estimated Ending Balance 6/30/2026 $5,618 $36,442 $41,332 $0 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
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istrict
District Description
District 12 District 13 District 14 District 15
PARK
MADISON
INDIO
CENTER
PLAZA
WILDFLOWER VILLA
PACIFIC
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $500 $0 $500 $0
Construction Services (240-523006) 0 0 0 0
Electric Service (240-523012) 200 3,300 200 225
R&M Landscape (240-523027) 8,850 11,400 7,870 7,050
Water Services (240-523045) 2,200 3,700 2,200 1,500
Horticulture (240-531024) 0 0 0 0
Repair Supplies (240-531054) 500 500 500 3,500
Direct Subtotal $12,250 $18,900 $11,270 $12,275
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $980 $1,512 $902 $982
Professional Fees 85 46 184 111
County Fees 101 93 116 105
Admin. Subtotal (240-521048) $1,166 $1,651 $1,202 $1,197 Total Direct and Admin. Costs $13,416 $20,551 $12,472 $13,472
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $1,497 ($6,497) $569 ($320) Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 (4,615) 0 (9,850)
Contribution Subtotal $1,497 ($11,112) $569 ($10,170)
BALANCE TO LEVY $14,913 $9,440 $13,041 $3,302
DISTRICT STATISTICS
Total Parcels 37 19 80 48
Total Parcels Levied 37 16 80 48
Total Equivalent Benefit Unit (EBU) 37 1,259 80 48
FY 2025/2026 Levy Rate per EBU $403.04 $7.50 $163.00 $68.80 FY 2025/2026 Maximum Levy per EBU Allowed $403.05 $7.50 $163.01 $68.80 OVER/UNDER MAXTAX $0.0100 $0.0000 $0.0100 $0.0000
Assessment Range Formula Applied 3.00% N/A 3.00% N/A
Approved in: 2000/2001 N/A 2000/2001 N/A
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $29,110 $6,497 $21,510 $320 Fiscal Year 2025/2026 Collection/(Contribution) 1,497 (6,497) 569 (320) Transferred to Capital Improvement (23,899) 0 (15,843) 0 Estimated Ending Balance 6/30/2026 $6,708 $0 $6,236 $0
Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $23,899 $0 $15,843 $0 Fiscal Year 2025/2026 Collection 500 0 500 0
Anticipated Improvement FY 2025/2026 (500) 0 (500) 0
Estimated Ending Balance 6/30/2026 $23,899 $0 $15,843 $0 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
District
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District Description
District 16 District 17 District 18 District 19
ZALAY
RANCH
HIGHWAY
111
ENCANTO
HOMES
PALM
MEADOWS
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $107 $0 $500 $0
Construction Services (240-523006) 0 2,000 0 0
Electric Service (240-523012) 150 0 200 300
R&M Landscape (240-523027) 6,140 13,560 9,000 13,951
Water Services (240-523045) 2,000 3,200 1,300 9,326
Horticulture (240-531024) 500 0 500 0
Repair Supplies (240-531054) 0 500 0 500
Direct Subtotal $8,897 $19,260 $11,500 $24,077
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $712 $1,541 $920 $1,926
Professional Fees 83 67 168 505
County Fees 100 97 114 166
Admin. Subtotal (240-521048) $895 $1,705 $1,202 $2,597
Total Direct and Admin. Costs $9,792 $20,965 $12,702 $26,674
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $0 ($9,028) $5,377 $0 Improvement Fund Collection 0 0 0 0
General Fund Contribution (3,914) 0 0 (5,177)
Contribution Subtotal ($3,914) ($9,028) $5,377 ($5,177) BALANCE TO LEVY $5,878 $11,937 $18,078 $21,497
DISTRICT STATISTICS
Total Parcels 36 29 73 219
Total Parcels Levied 36 28 73 219
Total Equivalent Benefit Unit (EBU) 36 44 73 219
FY 2025/2026 Levy Rate per EBU $163.28 $271.72 $247.64 $98.16 FY 2025/2026 Maximum Levy per EBU Allowed $163.28 $271.72 $247.65 $98.16 OVER/UNDER MAXTAX $0.0000 $0.0000 $0.0100 $0.0000
Assessment Range Formula Applied N/A 3.00% 3.00% N/A
Approved in: N/A 1999/2000 2000/2001 N/A
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 ($3,519) $32,390 $48,067 ($19,005) Fiscal Year 2025/2026 Collection/(Contribution) 0 (9,028) 5,377 0 Transferred to Capital Improvement 0 (12,880) (47,093) 0 Estimated Ending Balance 6/30/2026 ($3,519) $10,482 $6,351 ($19,005) Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $0 $12,880 $47,093 $0 Fiscal Year 2025/2026 Collection 107 0 500 0
Anticipated Improvement FY 2025/2026 (107) 0 (500) 0
Estimated Ending Balance 6/30/2026 $0 $12,880 $47,093 $0 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
District 24
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District Description
District 20 District 21 District 22 District 24
EL CID SANTA ROSA RIVERBEND CALIFORNIA
PALMS
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $0 $500 $0 $0
Construction Services (240-523006) 0 0 0 0
Electric Service (240-523012) 0 350 300 350
R&M Landscape (240-523027) 6,570 24,600 6,000 7,800
Water Services (240-523045) 600 8,800 2,100 5,500
Horticulture (240-531024) 0 0 500 500
Repair Supplies (240-531054) 0 500 0 0
Direct Subtotal $7,170 $34,750 $8,900 $14,150
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $574 $2,780 $712 $1,132
Professional Fees 46 260 141 265
County Fees 94 123 109 129
Admin. Subtotal (240-521048) $714 $3,163 $962 $1,526
Total Direct and Admin. Costs $7,884 $37,913 $9,862 $15,676
LEVY BREAKDOWN
Reserve Fund Collection/Contribution ($4,714) $2,105 $0 $0 Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 0 (5,791) 0
Contribution Subtotal ($4,714) $2,105 ($5,791) $0
BALANCE TO LEVY $3,170 $40,018 $4,071 $15,676
DISTRICT STATISTICS
Total Parcels 20 113 61 115
Total Parcels Levied 20 99 61 115
Total Equivalent Benefit Unit (EBU) 20 99 61 115
FY 2025/2026 Levy Rate per EBU $158.50 $404.22 $66.74 $136.30 FY 2025/2026 Maximum Levy per EBU Allowed $158.50 $404.22 $66.74 $223.61 OVER/UNDER MAXTAX $0.0000 $0.0000 $0.0000 $87.3100
Assessment Range Formula Applied N/A 3.00% N/A 3.00%
Approved in: N/A 2000/2001 N/A 2000/2001
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $6,124 $18,890 ($6,122) $116,861 Fiscal Year 2025/2026 Collection/(Contribution) (4,714) 2,105 0 0 Transferred to Capital Improvement 0 0 0 (109,023)
Estimated Ending Balance 6/30/2026 $3,942 $20,995 ($6,122) $7,838 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $0 $0 $0 $109,023 Fiscal Year 2025/2026 Collection 0 500 0 0
Anticipated Improvement FY 2025/2026 0 (500) 0 0
Estimated Ending Balance 6/30/2026 $0 $0 $0 $109,023
*Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
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8 District Description
District 25 District 26 District 27 District 28
VERANDAS RINCON
HOMES
SUMMER
PLACE
CALIFORNIA
PALMS II
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $0 $1,000 $0 $0
Construction Services (240-523006) 0 0 0 0
Electric Service (240-523012) 200 500 264 274
R&M Landscape (240-523027) 10,640 19,284 9,918 11,323
Water Services (240-523045) 5,800 15,000 7,416 6,861
Horticulture (240-531024) 0 0 0 206
Repair Supplies (240-531054) 500 500 500 100
Direct Subtotal $17,140 $36,284 $18,098 $18,764
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $1,371 $2,903 $1,448 $1,501
Professional Fees 226 279 360 217
County Fees 123 131 143 121
Admin. Subtotal (240-521048) $1,720 $3,312 $1,951 $1,839 Total Direct and Admin. Costs $18,860 $39,596 $20,049 $20,603
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $8,852 $19,356 $0 ($4,965) Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 0 (4,449) 0
Contribution Subtotal $8,852 $19,356 ($4,449) ($4,965)
BALANCE TO LEVY $27,711 $58,952 $15,600 $15,638
DISTRICT STATISTICS
Total Parcels 98 121 156 94
Total Parcels Levied 98 121 156 94
Total Equivalent Benefit Unit (EBU) 98 121 156 94
FY 2025/2026 Levy Rate per EBU $282.76 $487.20 $100.00 $166.36 FY 2025/2026 Maximum Levy per EBU Allowed $282.77 $487.21 $100.00 $166.36 OVER/UNDER MAXTAX $0.0100 $0.0100 $0.0000 $0.0000
Assessment Range Formula Applied 3.00% 3.00% N/A N/A
Approved in: 1999/2000 1999/2000 N/A N/A
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $42,958 $17,927 ($13,803) $21,423 Fiscal Year 2025/2026 Collection/(Contribution) 8,852 19,356 0 (4,965) Transferred to Capital Improvement (42,380) 0 0 (6,156) Estimated Ending Balance 6/30/2026 $9,430 $37,283 ($13,803) $10,301 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $42,380 $0 $0 $6,156 Fiscal Year 2025/2026 Collection 0 1,000 0 0
Anticipated Improvement FY 2025/2026 0 (1,000) 0 0
Estimated Ending Balance 6/30/2026 $42,380 $0 $0 $6,156 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
District 33
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District Description
District 29 District 31 District 32 District 33
CHEYENNE
RANCH
WARING
PALMS
MONTEGO
DUNES
VILLA
ESTATES
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $0 $0 $0 $0
Construction Services (240-523006) 0 0 0 0
Electric Service (240-523012) 300 0 0 500
R&M Landscape (240-523027) 12,349 8,950 29,401 28,044
Water Services (240-523045) 2,500 3,200 5,600 4,800
Horticulture (240-531024) 100 0 206 0
Repair Supplies (240-531054) 0 0 1,195 500
Direct Subtotal $15,249 $12,150 $36,402 $33,844
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $1,220 $972 $2,912 $2,708
Professional Fees 182 330 277 240
County Fees 115 138 129 123
Admin. Subtotal (240-521048) $1,517 $1,439 $3,318 $3,070 Total Direct and Admin. Costs $16,766 $13,589 $39,720 $36,914
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $0 $3,036 $9,569 ($2,302) Improvement Fund Collection 0 0 0 0
General Fund Contribution (1,536) 0 0 0
Contribution Subtotal ($1,536) $3,036 $9,569 ($2,302)
BALANCE TO LEVY $15,230 $16,625 $49,289 $34,612
DISTRICT STATISTICS
Total Parcels 79 143 120 104
Total Parcels Levied 78 140 117 100
Total Equivalent Benefit Unit (EBU) 78 140 117 100
FY 2025/2026 Levy Rate per EBU $195.26 $118.74 $421.26 $346.12 FY 2025/2026 Maximum Levy per EBU Allowed $195.26 $118.75 $421.27 $346.12 OVER/UNDER MAXTAX $0.0000 $0.0100 $0.0100 $0.0000
Assessment Range Formula Applied N/A 3.00% 3.00% 3.00%
Approved in: N/A 2003/2004 2003/2004 2003/2004
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 ($1,369) $23,974 $61,831 $30,347 Fiscal Year 2025/2026 Collection/(Contribution) 0 3,036 9,569 (2,302) Transferred to Capital Improvement 0 (20,215) (51,540) (9,588) Estimated Ending Balance 6/30/2026 ($1,369) $6,795 $19,860 $18,457 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $0 $20,215 $51,540 $9,588 Fiscal Year 2025/2026 Collection 0 0 0 0
Anticipated Improvement FY 2025/2026 0 0 0 0
Estimated Ending Balance 6/30/2026 $0 $20,215 $51,540 $9,588 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values. 7
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District Description
District 34 District 35 District 36 District 37
MADISON
RANCH
CORTA
BELLA
BELLA
VIDA
LAS
BRISAS
NORTH
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $0 $0 $1,000 $7,500 Construction Services (240-523006) 10,000 0 0 0
Electric Service (240-523012) 413 0 0 2,000
R&M Landscape (240-523027) 23,320 15,094 28,250 50,638
Water Services (240-523045) 11,000 3,800 5,200 12,700
Horticulture (240-531024) 309 0 206 500
Repair Supplies (240-531054) 895 100 500 500
Direct Subtotal $45,937 $18,994 $35,156 $73,838
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $3,675 $1,520 $2,812 $5,907
Professional Fees 336 71 194 555
County Fees 137 97 115 168
Admin. Subtotal (240-521048) $4,149 $1,688 $3,121 $6,630 Total Direct and Admin. Costs $50,086 $20,682 $38,277 $80,468
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $27,557 $0 $142 $10,738 Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 (4,736) 0 0
Contribution Subtotal $27,557 ($4,736) $142 $10,738
BALANCE TO LEVY $77,643 $15,946 $38,419 $91,206
DISTRICT STATISTICS
Total Parcels 146 31 84 241
Total Parcels Levied 139 28 78 224
Total Equivalent Benefit Unit (EBU) 139 28 78 224
FY 2025/2026 Levy Rate per EBU $558.58 $569.50 $492.54 $407.16 FY 2025/2026 Maximum Levy per EBU Allowed $558.58 $569.50 $492.55 $407.17 OVER/UNDER MAXTAX $0.0000 $0.0000 $0.0100 $0.0100
Assessment Range Formula Applied 3.00% 3.00% 3.00% 3.00% Approved in: 2003/2004 2003/2004 2003/2004 2003/2004
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $55,184 ($4,654) $25,728 $33,783 Fiscal Year 2025/2026 Collection/(Contribution) 27,557 0 142 10,738 Transferred to Capital Improvement (57,698) 0 (6,731) 0 Estimated Ending Balance 6/30/2026 $25,043 ($4,654) $19,139 $44,520 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $57,698 $0 $6,731 $0 Fiscal Year 2025/2026 Collection 0 0 1,000 7,500
Anticipated Improvement FY 2025/2026 0 0 (1,000) (7,500) Estimated Ending Balance 6/30/2026 $57,698 $0 $6,731 $0 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
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District Description
District 38 District 39 District 40 District 41
ENCANTO
COLLECTION
AT VILLA
MONTEGO
MONTICELLO
II AT
HERITAGE
PALMS
SHADOW
HILLS SUNBURST
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $0 $0 $0 $0
Construction Services (240-523006) 7,500 10,000 20,000 3,000 Electric Service (240-523012) 1,521 400 0 0
R&M Landscape (240-523027) 132,523 47,436 44,639 23,900 Water Services (240-523045) 27,030 9,506 10,000 5,600
Horticulture (240-531024) 1,978 0 0 0
Repair Supplies (240-531054) 500 500 500 500
Direct Subtotal $171,052 $67,842 $75,139 $33,000
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $13,684 $5,427 $6,011 $2,640
Professional Fees 1,053 357 1,198 316
County Fees 249 136 261 136
Admin. Subtotal (240-521048) $14,986 $5,921 $7,471 $3,092 Total Direct and Admin. Costs $186,038 $73,763 $82,610 $36,092
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $36,338 $18,558 $8,662 $805 Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 0 0 0
Contribution Subtotal $36,338 $18,558 $8,662 $805
BALANCE TO LEVY $222,376 $92,321 $91,271 $36,897
DISTRICT STATISTICS
Total Parcels 457 155 520 137
Total Parcels Levied 449 136 483 135
Total Equivalent Benefit Unit (EBU) 449 136 483 135
FY 2025/2026 Levy Rate per EBU $495.26 $678.82 $188.96 $273.30 FY 2025/2026 Maximum Levy per EBU Allowed $495.27 $678.83 $206.90 $273.31 OVER/UNDER MAXTAX $0.0100 $0.0100 $17.9400 $0.0100
Assessment Range Formula Applied 3.00% 3.00% 3.00% 3.00% Approved in: 2003/2004 2003/2004 2004/2005 2004/2005
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $115,888 $41,143 $64,891 $54,039 Fiscal Year 2025/2026 Collection/(Contribution) 36,338 18,558 8,662 805 Transferred to Capital Improvement (59,207) (22,819) (32,247) (36,798) Estimated Ending Balance 6/30/2026 $93,019 $36,881 $41,305 $18,046 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $59,207 $22,819 $32,247 $36,798 Fiscal Year 2025/2026 Collection 0 0 0 0
Anticipated Improvement FY 2025/2026 0 0 0 0
Estimated Ending Balance 6/30/2026 $59,207 $22,819 $32,247 $36,798 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.
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District Description
District 42 District 43 District 44 District 45
QUAILS
GATE
ESTATES
WHITTIER
RANCH PALAZZO
SHADOW
HILLS BUS.
PARK
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $0 $0 $0 $0
Construction Services (240-523006) 0 58,000 20,000 0
Electric Service (240-523012) 0 1,612 0 0
R&M Landscape (240-523027) 0 73,585 34,757 26,150
Water Services (240-523045) 0 10,939 5,500 4,193
Horticulture (240-531024) 0 793 3,090 0
Repair Supplies (240-531054) 0 1,925 100 100
Direct Subtotal $0 $146,854 $63,447 $30,443
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $0 $11,748 $5,076 $2,435
Professional Fees 18 332 371 99
County Fees 90 137 141 102
Admin. Subtotal (240-521048) $109 $12,217 $5,587 $2,637 Total Direct and Admin. Costs $109 $159,071 $69,034 $33,080
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $5,173 ($50,392) $1,010 $32,325 Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 0 0 0
Contribution Subtotal $5,173 ($50,392) $1,010 $32,325
BALANCE TO LEVY $5,282 $108,679 $70,044 $65,405
DISTRICT STATISTICS
Total Parcels 8 144 158 42
Total Parcels Levied 8 138 148 42
Total Equivalent Benefit Unit (EBU) 8 138 148 42
FY 2025/2026 Levy Rate per EBU $660.24 $787.52 $473.26 $1,557.26 FY 2025/2026 Maximum Levy per EBU Allowed $660.25 $787.53 $473.27 $1,557.26 OVER/UNDER MAXTAX $0.0100 $0.0100 $0.0100 $0.0000
Assessment Range Formula Applied 3.00% 3.00% 3.00% 3.00% Approved in: 2004/2005 2005/2006 2005/2006 2005/2006
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $27,492 $254,590 $102,414 $81,302 Fiscal Year 2025/2026 Collection/(Contribution) 5,173 (50,392) 1,010 32,325 Transferred to Capital Improvement (32,611) (124,663) (68,906) (97,087) Estimated Ending Balance 6/30/2026 $54 $79,536 $34,517 $16,540 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $32,611 $124,663 $68,906 $97,087 Fiscal Year 2025/2026 Collection 0 0 0 0
Anticipated Improvement FY 2025/2026 0 0 0 0
Estimated Ending Balance 6/30/2026 $32,611 $124,663 $68,906 $97,087 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values. 49A
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District Description
District 46 District 47 District 48 District 49
A
BELLA
TIERRA
RANCHO
VERDE
HACIENDAS/
PATTON
PARK
AVE 42/
JACKSON
STREET
ZONE A
DIRECT COSTS
Other Prof & Tech Svcs (240-521064) $0 $0 $0 $0
Construction Services (240-523006) 7,500 0 5,000 0
Electric Service (240-523012) 500 0 0 462
R&M Landscape (240-523027) 32,420 18,010 89,768 4,620
Water Services (240-523045) 4,000 2,500 3,859 1,848
Horticulture (240-531024) 0 206 1,844 0
Repair Supplies (240-531054) 500 500 500 924
Direct Subtotal $44,920 $21,216 $100,971 $7,854
ADMINISTRATION COSTS (pro-rata share)
Personnel/Overhead $3,594 $1,697 $8,078 $628
Professional Fees 141 88 698 69
County Fees 107 100 191 99
Admin. Subtotal (240-521048) $3,842 $1,885 $8,967 $796
Total Direct and Admin. Costs $48,762 $23,101 $109,938 $8,650
LEVY BREAKDOWN
Reserve Fund Collection/Contribution $0 $19,703 $0 $0
Improvement Fund Collection 0 0 0 0
General Fund Contribution 0 0 0 0
Contribution Subtotal $0 $19,703 $0 $0
BALANCE TO LEVY $48,762 $42,804 $109,938 $8,650
DISTRICT STATISTICS
Total Parcels 61 38 303 33
Total Parcels Levied 56 36 287 33
Total Equivalent Benefit Unit (EBU) 56 36 385 73.38
FY 2025/2026 Levy Rate per EBU $870.74 $1,188.98 $285.54 $117.88 FY 2025/2026 Maximum Levy per EBU Allowed $1,375.35 $1,188.99 $385.22 $1,636.31 OVER/UNDER MAXTAX $504.6100 $0.0100 $99.6800 $1,518.4300 Assessment Range Formula Applied 3.00% 3.00% 3.00% 3.00% Approved in: 2005/2006 2005/2006 2007/2008 2008/2009
FUND BALANCE INFORMATION
Operating Reserve Fund
Estimated Beginning Balance 7/01/2025 $177,528 $86,402 $155,305 $543,872 Fiscal Year 2025/2026 Collection/(Contribution) 0 19,703 0 0 Transferred to Capital Improvement (153,147) (94,554) (100,336) (539,547) Estimated Ending Balance 6/30/2026 $24,381 $11,551 $54,969 $4,325 Capital Improvement Fund
Estimated Beginning Balance 7/01/2025 $153,147 $94,554 $100,336 $539,547 Fiscal Year 2025/2026 Collection 0 0 0 0
Anticipated Improvement FY 2025/2026 0 0 0 0
Estimated Ending Balance 6/30/2026 $153,147 $94,554 $100,336 $539,547 *Totals may vary due to rounding to nearest dollar as well as Preliminary Roll values.