Palm Desert City Council
June 26, 2025

Assigned Vehicles
Vehicle assignments are based on demonstrated daily fieldwork needs. Department Heads must justify the operational necessity and may submit a written request to the Public Works Director or designee when seeking a new or continued vehicle assignment. The Public Works Director or designee retains the authority to rotate assigned vehicles as needed to optimize overall fleet condition and usage. Assigned vehicle users are responsible for performing daily safety checks, promptly reporting any maintenance concerns, and refraining from operating vehicles deemed unsafe until cleared for use.

Electric and Alternative Fuel Vehicles
Drivers must be trained on electric and alternative fuel vehicle operation and familiarize themselves with charging/refueling infrastructure. Fleet procurement prioritizes electric vehicles (EV) and hybrid vehicles in alignment with City sustainability goals. The Public Works Director or designee shall ensure that drivers receive appropriate training prior to operating such vehicles.

Pool Vehicles
Pool vehicles are made available to employees for conducting official City business. Vehicles may be reserved in advance or checked out on a first-come, first-served basis through the Public Works Department. Before use, drivers must complete a pre-trip inspection, including checks for visible damage, tire condition, dashboard gauges, and overall drivability. Any issues identified must be reported immediately to the Public Works Director or designee. A standardized pre-trip checklist is provided and required for all assigned drivers. During use, drivers are responsible for the safe and appropriate operation of the vehicle and remain accountable until it is properly returned and checked in. Vehicles must be returned in good condition and parked in the designated area. Loaner vehicles may be issued when assigned units are temporarily unavailable due to maintenance. The City shall ensure equitable access to pool vehicles and will accommodate ADA-accessible vehicle needs as required.

SECTION Ill: VEHICLE ELIGIBILITY AND OPERATION
Authorized Users
Employees must be authorized under Municipal Code Section 2.52.560. Temporary, contract, or volunteer drivers require prior approval from the Risk Manager.

Licensing and Records
All drivers must hold a valid California driver’s license appropriate to the vehicle class they are operating. Employees are required to maintain an active license at all times while driving on City business. It is the responsibility of each employee to monitor the status of their license and to immediately notify their supervisor and the Risk Manager if their license is suspended, revoked, or otherwise restricted. Failure to notify the appropriate parties of a change in license status may result in disciplinary action.

All employees who operate a City vehicle – or a personal vehicle for official business – must be enrolled in the California Department of Motor Vehicles Employer Pull Notice Program. This system provides the City with automated updates on driver license status, endorsements, and 638
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any reportable violations. Participation is mandatory and ensures the City remains informed of potential risk.

The City reserves the right to restrict or revoke driving privileges based on unsafe driving history or violation patterns. Accumulation of DMV violation points may trigger a review by the Risk Manager and may result in disciplinary action, up to and including removal of City driving privileges. Continued eligibility to drive may also require participation in defensive driver training or corrective action plans.

Drivers convicted of serious traffic offenses – including DUI, refusal of sobriety testing, or reckless driving – are subject to immediate administrative review. If driving is an essential job function, loss of a valid license or driving privileges may result in job reassignment or separation from employment, in accordance with applicable City policies and labor agreements.

Supervisors share responsibility for ensuring that employees assigned to drive City vehicles meet all licensing requirements and are authorized to operate vehicles under this policy.

Vehicle Operation Standards
 Seat belts must be worn at all times.
 No smoking in City vehicles.
 Driving under the influence of drugs or alcohol is strictly prohibited.  Handheld cell phone use is prohibited while operating a vehicle.  Only passengers with a business purpose may be transported.  Vehicles must remain clean, locked when unattended, and may not be used for personal errands or travel outside of approved purposes.
 Drivers are responsible for all traffic citations and personal property loss.  City vehicle use under the Guaranteed Ride Home Program requires City Manager approval.
 Vehicles may not be taken home unless authorized in writing by the Public Works Director or designee.

SECTION IV: TECHNOLOGY, FUELING, AND MAINTENANCE
Electronic Tracking
City vehicles may include GPS, telematics, and diagnostic tools to support maintenance, safety, and operational efficiency. These systems allow the City to monitor vehicle location, usage patterns, and mechanical performance in real time. Data may be reviewed to investigate concerns and may be used for corrective action. While not intended to monitor employee behavior, GPS data may reveal potential misuse and may be used for counseling or disciplinary purposes if warranted.

Unauthorized use of telematics or manipulation of fuel transaction data may result in disciplinary action. Tampering with, disabling, or interfering with these systems is strictly prohibited.

Fuel tracking systems are also installed to monitor fuel usage and support cost management.

Fuel Key Fobs and PINs are issued to each vehicle or driver to authorize fuel transactions. Fuel reimbursements require submission of the original receipt. 639
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Fueling
The City fleet includes gas, CNG, hybrid, and EVs. Pool vehicles are routinely fueled by Public Works. Assigned vehicle users are responsible for refueling:
 Gas: City yard or commercial stations (with receipts).  CNG: Burrtec (Palm Desert), Sunline (Thousand Palms or Indio), or City facility.  Electric: Designated charging stations (Level 2 or fast-charging as needed).

Maintenance
Drivers are responsible for conducting pre-use inspections using City-approved checklists.

Inspections must include verification of engine oil, radiator fluid, tire condition, and general vehicle readiness. Any identified issues must be reported immediately to the Public Works Director or designee.

Assigned vehicles may receive one professional exterior wash per month at an approved facility.

Full interior detailing may be authorized by the Public Works Director or designee on a case-bycase basis, based on operational need and with prior approval.

Supervisors are responsible for ensuring that vehicles assigned to employees on extended leave are appropriately maintained. The Public Works Director or designee will inform supervisors of any maintenance issues arising from driver neglect. In such cases, supervisors must ensure corrective action is taken and that vehicle use is monitored in accordance with this policy.

All City vehicles and equipment are to be kept current in Cartegraph, including assigned driver, mileage and maintenance records. Fuel logs are automated and migrate directly into Cartegraph.

Preventative maintenance schedules shall be determined by vehicle type and utilized in Cartegraph.

SECTION V: INSURANCE AND VEHICLE REGISTRATION
City-owned vehicles operated by employees while performing City business are fully protected by property and liability insurance through the California Joint Powers Insurance Authority. A letter providing Evidence of Coverage and a copy of the original registration are placed in the glove box of each vehicle. The Risk Manager or designee can provide more comprehensive information about coverage, including POV and rental car insurance. City insurance does not cover damage to personal vehicles used for City business.

SECTION VI: TRAVEL AND VEHICLE USE OUTSIDE CITY LIMITS
Out-of-City Travel
Employees may use City vehicles for same-day travel outside city limits. However, due to limited range, use of CNG vehicles should be carefully planned. For multi-day trips, overnight stays, or air travel involving airport parking, personal or rental vehicles are recommended. All travel must follow the City’s Travel Policy and be coordinated with department supervisors. Exceptions may be granted by the City Manager with justification.
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Use of Personal Vehicles
POVs may be used with prior approval through the City’s Travel Pre-Approval Itinerary Form.

Mileage reimbursement follows IRS rates. Parking is reimbursed with valid receipts. To be eligible:
 Vehicle must have valid registration and meet California insurance requirements.  Driver must carry proof of insurance and perform a pre-trip inspection.  Employee bears responsibility for any claims or deductibles incurred during official use.

Use of POVs is recommended for long-distance or extended-duration travel. Motorcycles may not be used for City business.

Use of Rental Vehicles
Employees may use rentals when City or personal vehicles are not practical. Rental cars must be returned and re-rented for segmented travel. Rental agreements often include roadside support, which is encouraged. The City reimburses rental costs and the CDW (collision damage waiver).

Additional liability coverage should not be purchased, as City liability already extends to rentals.

Drivers must inspect rentals before using them, and operate them with the same standards as City vehicles. Rental vehicles are approved through the City’s Travel Pre-Approval Itinerary Form.

Combined Business and Personal Travel
Employees may combine personal time with authorized City business travel. In such cases:
 A personal vehicle or rental must be used.
 City reimbursement applies only to business-related costs (e.g., vehicle rental, insurance).
 Timeframes for business versus personal travel must be documented and pre-approved.  Reimbursement for rental and insurance (CDW) applies only to the City business portion.

If separate rental contracts cover business and personal parts, documentation of time frames is not required.

Travel Outside the United States
City vehicles cannot be driven across the border into Mexico or Canada under any circumstances for any period of time. Employees should not rent and drive a vehicle out of the country for business travel unless the rental contract specifically allows it. Most rental agreements prohibit travel across a border. Alternate travel arrangements should be used for cross-border segments.

SECTION VII: ROAD INCIDENTS AND EMERGENCIES
Roadside Emergencies
The City does not provide formal roadside assistance. During business hours, Public Works may assist with breakdowns within the Coachella Valley. Outside business hours or the region, employees are responsible for arranging support. Rental vehicles typically include 24-hour roadside coverage, which should be confirmed before use. Towing of personal vehicles in prohibited.
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Employees may perform basic roadside repairs (e.g., changing a flat tire) only if it can be done safely. High-visibility safety vests must be worn. Emergency repairs made out of area may be reimbursed with proper documentation and Public Works Director or designee approval.

Vehicle Accidents
A City vehicle accident must be reported immediately to the employee’s Department Head and Public Works Director or designee. A City Vehicle Accident Report Form must be submitted to the Human Resources Department.

Accidents involving other vehicles or property damage must also be reported to police for a Traffic Collision Report. An accident report must be filed with the Human Resources Department upon return to City Hall. Injuries require a First Report of Injury filed with the Human Resources Department.

All accidents with a City vehicle hitting a road hazard must be reported.

An accident kit in each vehicle guides information collection. At the scene, avoid assigning fault or confronting others; wait for police and provide clear facts. Identify witnesses. If possible, photograph vehicle damage, scene, road conditions, and relevant signs or markings. Submit photos to the Human Resources Department promptly.

SECTION VIII: VEHICLE REPLACEMENT AND SUSTAINABILITY
The City maintains a structured vehicle replacement plan aligned with California Air Resources Board (CARB) regulations and internal sustainability goals. Vehicle replacement is based on age, mileage, maintenance history, and operational need.

Target Replacement Cycles:
 Sedans / Light Trucks: 8 years or 100,000 miles
 Heavy Equipment: 10-12 years
 Specialty Units: Based on duty cycle and usage
Sustainability Goals:
 Transition 75% of the light-duty fleet to electric or hybrid vehicles by 2030  Reduce fleet greenhouse gas emissions by 25% over 10 years Replacement planning is coordinated with the budget process and updated through the City’s capital improvement strategy. Vehicle replacement planning shall be a collaborative process between the user Department and Fleet Management to ensure that replacement units are appropriately matched to operational requirements. Any changes to the established replacement strategy must receive prior approval from the City Manager.

Attachments:

A. Travel Pre-Approval Itinerary Form
B. Vehicle Accident Report Form
Attachment A
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PW-002

Travel Pre-Approval Itinerary Form
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PW-002

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Attachment B
Vehicle Accident Report Form
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RESOLUTION NO. 2025-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, ADOPTING THE FLEET REPLACEMENT

SCHEDULE
WHEREAS, the City of Palm Desert maintains a municipal vehicle fleet to support essential public services and operational efficiency; and WHEREAS, efficient fleet management requires timely replacement of vehicles to ensure safety, reliability, and operational effectiveness; and WHEREAS, aligning vehicle replacement with criteria such as mileage, age, condition, and departmental use improves lifecycle planning and fiscal responsibility; and WHEREAS, a phased Fleet Replacement Schedule has been developed based on vehicle age, condition, mileage, utilization, and department input, allowing for flexible adjustments aligned with funding availability and operational needs; and WHEREAS, adoption of the Fleet Replacement Schedule will enhance the City’s ability to plan capital expenditures, reduce lifecycle costs, and maintain compliance with applicable state and federal regulations.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

SECTION 2. The Fleet Replacement Schedule, attached hereto as Exhibit A and incorporated herein by this reference, is hereby adopted in its entirety.

SECTION 3. The City Manager is hereby authorized to establish and periodically review and update Administrative Procedures PW-002A.

ADOPTED ON June 26, 2025.

JAN C. HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
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Resolution No. 2025-____ Page 2
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
648

CITY OF PALM DESERT

ADMINISTRATIVE PROCEDURES
Subject Fleet Replacement Schedule
Policy No. PW-002A
Date Issued: June 26, 2025
Approved by Resolution 2025-
Authored by Public Works Department
SECTION I: PURPOSE
These Administrative Procedures formalize the City of Palm Desert’s vehicle replacement planning process through the implementation of a Fleet Replacement Schedule (Schedule). This procedure supports the City’s broader Fleet Management Policy (Policy No. PW-002).

SECTION II: BACKGROUND
Replacement planning is a standard practice of public fleet management. A structured Schedule aids long-term budget forecasting, maintains service reliability, and ensures vehicles are replaced before safety or maintenance concerns. The Schedule was developed based on vehicle age, mileage, condition, utilization, and departmental input, and is intended to transition the City from a single-year acquisition model toward phased, multi-year planning. A twenty to thirty-year plan will be developed based on the replacement requirements in this schedule and added as an exhibit to this policy.

SECTION III: REVIEW AND UPDATES
This Schedule will be reviewed annually as part of the City’s budget process. Any proposed adjustments will be coordinated by the Public Works Department and submitted to the City Manager for consideration and City Council approval as necessary.

SECTION VIII: VEHICLE REPLACEMENT AND SUSTAINABILITY
The City maintains a structured vehicle replacement plan aligned with California Air Resources Board (CARB) regulations and internal sustainability goals. Vehicle replacement is based on age, mileage, maintenance history, and operational need.

Target Replacement Cycles:
 Sedans / Light Trucks: 8 years or 100,000 miles
 Heavy Equipment: 10-12 years
 Specialty Units: Based on duty cycle and usage
Sustainability Goals:
 Transition 75% of the light-duty fleet to electric or hybrid vehicles by 2030  Reduce fleet greenhouse gas emissions by 25% over 10 years Replacement planning is coordinated with the budget process and updated through the City’s capital improvement strategy. Vehicle replacement planning shall be a collaborative process between the user Department and Fleet Management to ensure that replacement units are appropriately matched to 649
PW-001A

operational requirements. Any changes to the established replacement strategy must receive prior approval from the City Manager.

ATTACHMENTS
A. Fleet Replacement Schedule
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651
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CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: June 26, 2025
PREPARED BY: Maria Gonzalez, Management Analyst
Chris Gerry, Senior Project Manager
SUBJECT: APPROVE THE MANAGEMENT DISTRICT PLAN AND ORDER THE

LEVY AND COLLECTION OF ASSESSMENTS WITHIN THE
PRESIDENT’S PLAZA I PROPERTY AND BUSINESS IMPROVEMENT
DISTRICT FOR FISCAL YEAR 2025/26
RECOMMENDATION:

1. Adopt a resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PALM DESERT, CALIFORNIA, APPROVING AND ADOPTING THE MANAGEMENT DISTRICT PLAN FOR THE PRESIDENT’S PLAZA I PROPERTY AND BUSINESS IMPROVEMENT DISTRICT FOR FISCAL YEAR 2025/2026.”

2. Adopt a resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PALM DESERT, CALIFORNIA, ORDERING THE LEVY AND COLLECTION OF

ASSESSMENTS FOR THE PRESIDENT'S I PLAZA PROPERTY AND BUSINESS IMPROVEMENT DISTRICT FOR FISCAL YEAR 2025/2026.”
BACKGROUND/ANALYSIS:

The President’s Plaza I Property and Business Improvement District (PBID I) was originally formed in Fiscal Year 1998/99 for a five-year term. A majority of the property owners voted to renew PBID I for five additional five-year terms since inception, with the current term from Fiscal Year 2022/23 through 2026/27. However, the Management District Plan and Engineer’s Report for PBID I is required to be prepared and approved annually, and the County of Riverside requires the annual order to levy and collect the assessments. The only modification of the PBID I budget that will be implemented is a three percent (3%) cost-of-living adjustment that was built into the current five-year plan as approved by the property owners.

PBID I encompasses the large parking lot that is located between Palm Desert Drive South (frontage road adjacent to Highway 111) in the north; El Paseo Drive in the south; and Portola Avenue in the east; and San Luis Rey Avenue in the west. The street boundaries of PBID I are shown in the attached Management District Plan and Engineer’s Report (page A-2). The City of Palm Desert (City) collects annual assessments from PBID I property owners to pay for landscape maintenance, street sweeping, refuse, and parking lot utilities within the common parking lot areas. The attached resolutions will approve next fiscal year’s Management District Plan and Engineer’s Report and allow the County to levy and collect the associated annual assessments within PBID I on behalf of the City.

Legal Review:

This report has been reviewed by the City Attorney’s Office. 661
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Resolution to Approve PBID I Levy and Collection

FINANCIAL IMPACT:

The levy assessment and collection will fund maintenance and related expenses for PBID I and are included in their associated accounts within the proposed FY 2025-26 Annual Budget. An additional allocation of $80,971 from the City’s Capital Improvement Fund Account No. 4004692- 4400100 is necessary and has been added to support ongoing and future capital maintenance of the parking lots.

ATTACHMENTS:

1. Resolution – Approve Management Plan

2. Resolution – Order the Levy

3. FY 2025/26 Management District Plan and Engineer’s Report 662
RESOLUTION NO. 2025-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, APPROVING AND ADOPTING THE
MANAGEMENT DISTRICT PLAN FOR THE PRESIDENT’S PLAZA I

PROPERTY AND BUSINESS IMPROVEMENT DISTRICT FOR FISCAL
YEAR 2025/2026
WHEREAS, in fiscal year 2022/2023, the City Council conducted proceedings for the renewal of the President’s Plaza I Property and Business Improvement District (hereafter referred as the “District”) and the levy of assessments connected therewith, in accordance with the provisions of the Property and Business Improvement District Law of 1994, part 7 of division 18 of the Streets and Highways Code of California (hereafter referred to as the "Act") and California Constitution article XIII D; and WHEREAS, on June 23, 2022, the City Council held a full and fair public hearing regarding the renewal of the District and the establishment of annual assessments and maximum assessments that are required to pay for the maintenance and services of landscaping, lighting, refuse collection, and all appurtenant facilities and operations related thereto, for a five year period beginning July 1, 2022 and ending June 30, 2027, in accordance with the Act; and
WHEREAS, upon the conclusion of the public hearing of June 23, 2022, the City Council counted the property owner assessment protect ballots returned and, by resolution, confirmed that a majority protest did not exist. The City Council, by resolution, approved the Management District Plan, appointed an Advisory Board for the District, ordered the renewal of the District, and ordered the levy and collection of the annual assessments; and
WHEREAS, the City Council appointed the El Paseo Business Association as the Advisory Board for the District and the Advisory Board has caused to be prepared a report in connection with the District that describes proposed changes to the District boundaries, if any, the proposed improvements and services to be provided, the estimated costs and method of assessment, the amount of any surplus or deficit, including contributions from other sources, if any, and the assessments to be levied for fiscal year 2025/2026. This report is entitled, “City of Palm Desert President’s Plaza Property and Business Improvement District Management District Plan and Engineer’s Report Fiscal Year 2025/2026” (hereafter referred to as the “Plan”). The Plan has been filed with the City Clerk of the City of Palm Desert, and the City Clerk has presented it to the City Council; and
WHEREAS, the City Council has carefully examined and reviewed the Plan, as presented, and is satisfied with each and all of the items and documents, as set forth therein, and finds that the levy of assessments has been spread in accordance with the special benefits that will be received from the improvements, operation, maintenance, and services to be performed, as set forth in the Plan.
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Resolution No. 2025-____ Page 2
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

SECTION 2. Components of Plan. The Plan, as presented, consists of the following:

A. A description of District boundaries and all properties benefiting from the improvements and services.

B. A description of improvements and services that the District will provide.

C. The annual budget (estimates of costs and expenses of services, operations, and maintenance).

D. The method and basis of levying the assessments.

E. The estimated amount of any surplus/deficit from the previous fiscal year and the estimated amount of any contributions to be made from other sources.

SECTION 3. Approval of Plan. The Plan, as presented, is hereby approved and ordered to be filed in the Office of the City Clerk as a permanent record that will be open to public inspection.

SECTION 4. Certification of Resolution. The City Clerk will certify the passage and adoption of this resolution. The minutes of this meeting will reflect the presentation and final approval of the Plan, and the appointment of the District Advisory Board.

ADOPTED ON ________________, 2025.

JAN C. HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
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Resolution No. 2025-____ Page 4
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
666
RESOLUTION NO. 2025-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR THE PRESIDENT’S I PLAZA PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT FOR FISCAL YEAR 2025/2026 WHEREAS, on June 23, 2022, the City Council called and duly held a public hearing and property owner protest ballot proceedings for the President’s Plaza I Property and Business Improvement District (hereafter referred to as the “District”), pursuant to the provisions of Property and Business Improvement District Law of 1994, part 7 of division 18 of the Streets and Highways Code of California (hereafter referred to as the “Act”), and California Constitution Article XIII D, for the purpose of presenting to qualified property owners within the District the annual levy of assessments and a maximum annual assessment over a five-year period, beginning July 1, 2022 and ending June 30, 2027, for the costs and expenses associated with the maintenance and operation of landscaping, lighting, refuse collection, and all appurtenant facilities related thereto; and WHEREAS, the landowners of record within the District, as of the close of the public hearing held on June 23, 2022, did cast their ballots and approve a five-year District renewal and an annual levy of assessment related thereto; and WHEREAS, the City Council did, by previous resolutions, renew the District for an additional five years and appoint the El Paseo Business Association as the Advisory Board for the District, pursuant to the Act. The resolution renewing the District adopted on June 23, 2022 following the public hearing (the “Resolution of Formation”) is incorporated herein by this reference and is made a part of this Resolution. This Advisory Board has caused to be prepared an annual report on the District for the City Council’s approval; and
WHERAS, the Advisory Board has held a meeting for reviewing and approving the proposed budget for fiscal year 2025/2026 and has prepared a report regarding the District for fiscal year 2025/2026. This report is entitled, “City of Palm Desert President’s Plaza Property and Business Improvement District Management District Plan and Engineer’s Report Fiscal Year 2025/2026” (hereafter referred to as “Plan”). The Plan has been filed with the City Clerk of the City of Palm Desert, and the City Clerk has presented it to the City Council; and
WHEREAS, the City Council has carefully examined and reviewed the Plan, as presented, and, by previous resolution, did approve it.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.
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Resolution No. 2025-____ Page 2
SECTION 2. Levy of Assessments. The City Council wishes to levy annual assessments for fiscal year 2025/2026, as outlined and authorized in the Plan and pursuant to the provisions of the Act.

SECTION 3. City Council Findings. Based upon its review of the Plan, a copy of which has been presented to the City Council and filed with the City Clerk, the City Council hereby finds and determines that:

A. The land within the District will receive special benefits from the operation, maintenance, and servicing of the improvements and appurtenant facilities within the boundaries of the District.

B. The District includes all of the lands so benefited.

C. The net amount to be assessed upon the lands within the District, in accordance with the proposed budget for the fiscal year commencing July 1, 2025, and ending June 30, 2026, is apportioned by a formula and by a method that fairly distributes the net amount among all eligible parcels, in proportion to the special benefits that each parcel receives from the improvements and services.

D. The assessments described in the Plan are consistent with the assessments that District property owners have approved.

SECTION 4. Confirmation of Plan and Assessments. The Plan and the assessments, as presented to the City Council and as presented for filing with the Office of the City Clerk, are hereby confirmed as filed.

SECTION 5. Improvements Ordered. The City Council hereby orders the proposed improvements to be made, and the levy and collection of annual assessments to pay for those improvements to be presented to the County Auditor/Controller of Riverside County (hereafter referred to as the “County”) for fiscal year 2025/2026. The County will enter on the County Assessment Roll, opposite each parcel of land, the amount of the assessments. The assessments will be collected at the same time and in the same manner as County general taxes are collected. After the County collects the levy, the net amount of the levy will be paid to the Treasurer of the City of Palm Desert.

SECTION 6. Restricted Use of Assessment Money. The City Treasurer will deposit all money representing assessments that the County has collected for the District, into a District fund. This money will be expended only for the improvements that the Plan describes.

SECTION 7. Adoption of District Levy. The adoption of this Resolution, and the Resolution of Formation by this reference, constitutes the District levy for the fiscal year commencing July 1, 2025 and ending June 30, 2026.
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SECTION 8. Direction to City Clerk. The City Clerk is hereby authorized and directed to file the levy with the County upon adoption of this resolution.

ADOPTED ON ________________, 2025.

JAN C. HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
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City of Palm Desert
Presidents’ Plaza Property and
Business Improvement District

MANAGEMENT DISTRICT PLAN
AND ENGINEER’S REPORT
FISCAL YEAR 2025/2026
PUBLIC HEARING: JUNE 26, 2025
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500 | 800.755.6864
F 951.587.3510
www.willdan.com
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ENGINEER'S REPORT AFFIDAVIT
City of Palm Desert
Presidents’ Plaza I
Property and Business Improvement District
City of Palm Desert
Riverside County, State of California
This Report describes the District and defines improvements, budget and method of assessment apportionment, and the parcels to be levied for Fiscal Year 2025/2026 as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Riverside County Assessor’s maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.

Dated this ____________ day of ______________, 2025.

Willdan Financial Services
Assessment Engineer
On Behalf of the City of Palm Desert
By: ________________________________
Daniel Louie, Project Manager
District Administrative Services
By: ________________________________
Tyrone Peter
PE # C81888
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TABLE OF CONTENTS
I. OVERVIEW ....................................................................................... 1 Introduction ...................................................................................................... 1 Renewal/Formation .......................................................................................... 2 II. DESCRIPTION OF THE DISTRICT .................................................. 3 District Boundary ............................................................................................. 3 Improvements and Activities .......................................................................... 3 Capital Improvement Projects ........................................................................ 4 Special Benefits ............................................................................................... 4 III. METHOD OF APPORTIONMENT .................................................... 6 Method of Apportionment Rationale .............................................................. 6 Parking Lot Improvements and Services ...................................................... 6 Solid Waste (Refuse) Collection Services .................................................... 6 Method of Apportionment Calculations ......................................................... 8 Apportionment of Direct Costs ...................................................................... 9 Apportionment of Indirect Costs ................................................................. 10 Total Annual Assessment ........................................................................... 10 Annual Budget Adjustments ....................................................................... 11 IV. DESCRIPTION OF BUDGET ITEMS .............................................. 12 Direct Benefit Costs ....................................................................................... 12 Indirect Benefit Costs .................................................................................... 12 Levy Breakdown ............................................................................................ 13 District Statistics............................................................................................ 14 District Budget ............................................................................................... 14 APPENDIX A – ASSESSMENT DIAGRAM .......................................... A APPENDIX B – PARCEL LEVY INFORMATION .................................. B APPENDIX C – ASSESSMENT ROLL ................................................. C 673
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 1 I. Overview
Introduction
The City of Palm Desert (City) previously formed and established the Presidents’ Plaza Property and Business Improvement Assessment District (District) beginning in Fiscal Year (FY) 1998/1999 to provide improvements and activities that confer special benefits upon real property within the boundaries of the District. The District was established and levied pursuant to Property and Business Improvement District Law of 1994, Part 7 of Division 18 of the California Streets and Highways Code (the Act). Pursuant to the Act, property owners within the District submitted a signed petition requesting formation of the District. For each term, a maximum assessment was approved by the property owners through an assessment ballot proceeding, conducted according to provisions of the California Constitution Article XIIID (Proposition 218).

The District was successfully formed for a term of five years ending in FY 2002/2003. Subsequently, the District was renewed for a five-year term in FY 2003/2004, 2008/2009 and 2015/2016. In FY 2020/2021, the District was renewed for two years due to uncertain future costs at that time. In FY 2022/2023, the District was once again renewed for five years. Under the provisions of the Act, property owners within the District may have renewed the District for a maximum term of ten (10) years.

This combined Management District Plan and Engineer’s Report hereinafter referred to as “Plan” or “Report” is presented for consideration by the property owners within the area known and commonly referred to as Presidents’ Plaza, to seek their support for the organization of a business improvement district in accordance with the provisions of the Property and Business Improvement District Law of 1994, Streets and Highways Code Section 36600 et. seq., hereinafter referred to as the Act. This is the Management District Plan and Engineer’s Report required by Section 36622 of the Act, for the proposed formation and establishment of the Presidents’ Plaza Property and Business Improvement District hereinafter referred to as “District” or “PBID”, to fund services and activities to improve and convey special benefits to properties located within the boundaries of the District.

This Report describes the PBID, improvements and activities, method of apportionment, proposed assessments for the current fiscal year, and maximum assessment proposed for the five-year duration of the re-formed District. The proposed assessments are based on the estimated cost to provide the improvements, activities, and operations that provide a direct and special benefit to properties within the District. The costs of improvements, activities, and operations include all expenditures, deficits, surpluses, revenues, and reserves.

The word “property,” for the purposes of this Plan, refers to real property situated within the District, and identified as an individual property or parcel assigned its own Assessor’s Parcel Number (APN) by the County of Riverside Assessor’s Office. The County of Riverside Auditor/Controller uses APNs to identify on the tax roll parcels and properties assessed for taxes, special assessments, and fees and charges.

All benefits derived from the assessments outlined in the Management District Plan and Engineer’s Report are for services directly benefitting the property and business owners within this specialized district and are intended to support and enhance commerce, business and the overall safety, image, and functionality within this commercial core. All services, projects, maintenance, and professional and administration services are provided solely to properties within the PBID to enhance the image and viability of properties and businesses within the PBID boundaries and are designed only for the direct special benefit of the assessed properties.

No services will be provided to non-assessed parcels outside the PBID boundaries. 674
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 2 Renewal/Formation
A written petition of the property owners within the PBID, representing more than 50% of the proposed assessment to be levied was submitted to the Palm Desert City Council in order to proceed with the District renewal/formation. After the required signatures were submitted to the City, the City Council initiated proceedings for the renewal of the District by adopting a resolution expressing its intention to form the PBID and ballot the property owners for the proposed assessments in accordance with the provisions of the Constitution. The resolution of intention referenced the Management District Plan and Engineer’s Report and provided notice of the time and place of a public hearing on the re-establishment of the PBID and levy of assessments.

Within 90 days of adopting the resolution of intention, the City Council held a public hearing on the matter and caused notice to the property owners pursuant to Section 54954.6 of the Government Code. Assessment ballots (property owner protest ballots) were mailed to each property owner at least 45 days prior to the public hearing pursuant to the California Constitution. Pursuant to the Code, the City Council also caused the publication of the resolution of intention in a newspaper of general circulation; mailed the resolution of intention by first-class mail to each property owner in the District and to each local chamber of commerce and business organization located within the District.

At the public hearing, the City Council provided the public and property owners an opportunity to provide oral protests and written protests prior to the adoption of the Management District Plan. Pursuant to the California Constitution, the City Council tabulated property owner assessment ballots received from property owners to determine whether a majority protest existed. It was determined and declared by resolution that majority protest did not exist, which implied that the property owners confirmed and approved the assessments.

Since the property owners approved the renewal of the District and imposition of the assessments, the City Council can appoint an owner’s association for the District. This owner’s association shall make recommendations to the City Council regarding the expenditures of revenue derived from the levy of assessments and on the classification of properties as applicable. This owner’s association can cause to be prepared an annual report each fiscal year for which assessments are to be levied and collected. Said annual report shall be filed with the City Clerk and shall contain: any proposed changes to the district boundary; the improvements and activities to be provided that year; the estimated costs for that year; the method of assessment; the amount of any surplus or deficit; and contributions from other sources. The City Council may approve the report as submitted or as modified.
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2025/2026 Presidents’ Plaza Property and Business Improvement District Page 3 II. Description of the District
District Boundary
The District consists of all parcels located in the commercial business area known as the Presidents’ Plaza within the City of Palm Desert, County of Riverside. The District includes forty-two (42) assessed commercial parcels, three (3) non-contiguous and non-assessed parking lot parcels, and one (1) non-assessed easement/walkway parcel.

The boundary of the District and parcels therein are located south of Palm Desert Drive at Highway 111; north of El Paseo; west of Portola Avenue; and east of Larkspur Lane. Presidents’ Plaza is commonly referred to as Presidents’ Plaza East (area east of San Luis Rey Avenue); and Presidents’ Plaza West (area west of San Luis Rey Avenue) located within the boundaries of the District.

Improvements and Activities
To enhance and improve business opportunities and the appearance of Presidents’ Plaza, the City financed and managed capital improvements of the parking lot and landscaped and common areas related to this commercial business center. Additional information regarding the improvements is found in the next section.

It has been determined the properties within the District and the businesses associated with those properties receive special and distinct benefits from the improvements and activities to be funded through the assessments. The improvements include the necessary activities, services, operation, administration, and maintenance required to keep the improvements in satisfactory condition including labor, material, and equipment. The services may include, but are not limited to, regular maintenance, repair, removal or replacement of all or any part of the improvements, including patching of asphalt, slurry sealing, and striping of the parking lot areas; removal of trimmings, rubbish, debris and other solid waste; the cleaning, sandblasting, and repainting of walls and other improvements to remove or cover graffiti; providing for the growth, health and beauty of landscaping and lighting including cultivation, trimming, spraying, fertilizing or treating for disease or damage; as well as supplying necessary irrigation and electrical energy. The specific improvements and activities include:
 Parking Lot Landscaped Areas: Includes, but not limited to, ground cover, shrubs, trees, plants, irrigation, and drainage systems and associated appurtenant facilities.  Parking Lot Lighting Facilities: Includes, but not limited to, bulbs, fixtures, poles, wiring, and electrical energy.
 Debris Removal: Includes, but not limited to solid waste containers, refuse collection services, and continual sweeping services of the parking lot.
 Parking Lot Maintenance: Includes, but not limited to, short and long-term maintenance improvements such as patching of asphalt, slurry sealing, and parking lot striping required to properly maintain and ensure the satisfactory condition of parking lots and appurtenant facilities.

The costs associated with the improvements are equitably spread among all benefiting parcels in the District utilizing the method of apportionment described in the Method of Apportionment section of this Plan. The total funds collected shall be dispersed and used for only the services and operations provided to the District. 676
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 4 Capital Improvement Projects
As a privately owned shared parking facility, Presidents’ Plaza east and west parking lots were last rehabilitated in 1997. Since then, these aging and heavily used parking lots required a major rehabilitation, including to its asphalt concrete pavement, utility infrastructure, landscape areas and pedestrian walkways.

As a result of the conditions, a major renovation was undertaken by the City of the east and west parking lots. This project, which costs approximately $11.5 million, began in June 2021. The Notice of Completion was filed in January 2023. Approximate improvements include, but are not limited to:
 Grading to address drainage issues.
 Asphalt concrete pavement and striping (260,000 square feet).  Upgrades to domestic water, wastewater, communications, and underground electrical systems.  Enhanced pedestrian walkways (20,000 square feet).
 Water lines (15,000 linear feet).
 Curb and gutter (11,000 linear feet).
 Decorative pavers (10,000 square feet).
 Drought-tolerant landscaping and planters.
 Lighting fixtures (174).
 Parking shade structures (22).
 Trash enclosures (14).
 Benches and chairs (5).

During construction, the contractor encountered various existing public and private utilities in conflict with the project, which had to be relocated by the contractor and/or utility companies as well.

Special Benefits
All assessed properties within the District receive special benefits from one or more of the improvements and activities funded through the District assessments. Specifically, utilities (lighting and water), landscape maintenance and repairs, sweeping services, short and long-term parking lot maintenance, and refuse collection services.

Lighting
The special benefits of lighting (parking lot lights) are for the convenience, safety, and security of property, improvements, and goods. Specifically:
 Enhanced deterrence of crime and the aid to police protection.  Increased evening safety for patrons and employees.
 Improved visibility for pedestrians and motorists.
 Improved ingress and egress to property.
 Reduced vandalism and other criminal acts and damage to improvements or property.  Enhanced aesthetic appeal of parking areas and adjacent properties. 677
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 5  Increased promotion of business activities and opportunities during evening hours.  The special economic enhancement to the properties and their ability to attract and sustain business and commercial activity because of the benefits identified above.

Landscape
The special benefits of landscaped islands and medians within the parking lots include:
 Improved aesthetic appeal of the parking areas and adjacent properties.  Enhanced adaptation of the urban environment within the natural environment.  A positive representation of the businesses within the District.  The special economic enhancement to the properties and their ability to attract and sustain business and commercial activity because of the benefits identified above.

Debris Removal
Debris removal (parking lot sweeping) and refuse collection are essential and necessary activities for all properties, especially for commercial properties. These activities and services are proposed to be funded through the assessments solely for the special benefit of properties within the District. The benefits of these services include:
 Enhanced aesthetic appeal of the parking areas and adjacent properties.  Improved dust control.
 A positive representation of the businesses within the District.  A centralized location of refuse collection facilities.  Availability of refuse collection services that would otherwise require individual facilities that could be cost prohibitive and physically restrictive.

Parking Lot Maintenance
Parking lot maintenance is an essential and necessary activity for all properties, especially for commercial properties. This improvement is funded through the assessments solely for the special benefit of properties within the District. The benefits of these services include:
 Increased safety to automobile, truck, and pedestrian traffic and to properties.  Improved traffic circulation within the parking areas.  Enhanced aesthetic appeal of the parking areas and adjacent properties.  Improved dust control.
 The special economic enhancement to the properties and their ability to attract and sustain business and commercial activity because of the benefits identified above.

The continual operation and maintenance of the landscaping, lighting, debris, and parking lot areas provide no measurable general benefit to other properties outside the boundaries of the District, or to the public at large; therefore, these improvements and the corresponding assessments have been identified as providing 100% special benefit to parcels within the District.
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2025/2026 Presidents’ Plaza Property and Business Improvement District Page 6 III. Method of Apportionment
Method of Apportionment Rationale
The costs of the District improvements have each been apportioned by a formula and method which fairly distributes the net amount to be assessed among all assessed parcels in proportion to the estimated special benefits to be received by each parcel from the improvements.

Parking Lot Improvements and Services
Assessed parcels in Presidents’ Plaza are adjacent to centralized parking facilities (lots) that provide access, parking, and delivery areas for the businesses and parcels within the District. Each parcel derives special benefit from the parking lot improvements and services necessary to maintain the parking lot. The improvements and services include landscape maintenance of several islands and medians; maintenance and operation of lighting facilities, short and long-term parking lot maintenance, and sweeping services. Each assessed parcel within the District receives a direct and special benefit from these improvements and will share proportionately in the cost of maintaining the parking lots. The parking areas consist of the threecomplete parking lot areas along with a portion of parking areas throughout the District. The three parcels that are entirely parking lots (627-212-016; 627-221-011; and 627-222-043), and one easement/walkway parcel (627-222-042) receive no special benefit from the improvements and will not be assessed.

In determining the method of apportionment for these improvements, each parcel’s benefit is based on the parking area adjacent to, and associated with, each parcel. Therefore, it has been determined that a fair and reasonable reflection of each parcel’s benefit for the parking lot improvements shall be based on the approximate front footage adjacent to the parking areas. Most parcels within the District front the parking lots on only one side. To ensure a reasonable and equitable apportionment of special benefit, parcels that front the parking lot on more than one side (corner properties), are only assessed for their front footage along the side of their property adjacent to the parking lot.

Solid Waste (Refuse) Collection Services
Establishing separate refuse receptacles for each parcel or business within Presidents’ Plaza, and thereby allowing for separate charges and agreements for this service, is not practical due to limited space and accessibility. Therefore, several common refuse containers have been placed within the parking lot area for use by all the properties and businesses, and patrons of these businesses, within the District. Historically, all developed properties within Presidents’ Plaza have shared proportionately in the costs associated with refuse collection based on the building square footage of the structures on each parcel.

In determining the method of apportionment for refuse collection services, the possibility of factoring in business types as well as building square footage was considered. However, the inclusion of business types in the calculation of an annual assessment poses several problems. First, many of the parcels assessed include multiple business types, which could require a complex calculation to identify potential use of the service. Second, businesses often change from year-to-year or even month to month, making specific business-related assessments difficult to track and time-consuming and expensive to administer. Third, establishing a method of apportionment that is business-specific rather than parcel-specific would likely result in annual changes for each parcel’s assessment even if the cost of the service were unchanged. Finally, the level of service (number of pick-ups and receptacles) has changed very little over the last several years.

Although many of the businesses and business types have changed within the District, the total cost of providing this service has remained fairly constant.
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2025/2026 Presidents’ Plaza Property and Business Improvement District Page 7 In contrast to the total cost, it is not reasonable to assume that all developed parcels utilize or require the same level of refuse service; typically, the larger the building, the greater amount of refuse that is generated.

Therefore, it has been determined that a fair and reasonable estimate of each parcel’s benefit for refuse collection is the building square footage determined for each parcel.

As noted previously, due to limited space and accessibility, it is not practical for each parcel or business within Presidents’ Plaza to have separate containers or agreements with the waste hauler. However, it is recognized the baseline level of service (number of bins, size of the bins and frequency of service) established for the District may not be adequate or appropriately reflect the needs of changing business within the District. Therefore, the following considerations and criteria shall be followed when the level of service provided requires modifications:
 If the level of service is reduced, the incremental cost savings (if any) will be reviewed and applied, as follows:
o Reserve Fund Account: City staff and the owners’ association will evaluate the existing available Reserve Fund to ensure an acceptable amount of money is being retained for normal annual operation of the District. Based on this evaluation, the owners’ association will modify the annual plan (recommendation to the City Council) to apply all or a portion of the cost savings to the Reserve Account. A fully funded Reserve is an amount equal to approximately one half of all annual operating expenses. o Reduced Assessments: After reviewing the Reserve Account, any cost savings not applied to the Reserve Account (Reserve Fund Collection) will be passed on to each parcel within the District by reducing their annual assessment for the next fiscal year, in proportion to their estimated benefit (from the method of apportionment).
 If the level of service is increased, the incremental cost increase (if any) will be reviewed and applied, as follows:
o Increased Service District-wide: When the current District was renewed/formed, an assessment range formula was approved. This formula provided for anticipated cost of living increases, but also allowed some flexibility for increased costs due to increased levels of service. If an increased level of service is required for the entire District, the increase is reflected in the annual budget. This budget increase will typically cause a proportional increase of the annual assessment. If the increased cost results in an assessment rate that exceeds the maximum assessment allowed, then reserve funds will be used to reduce the annual assessment to the maximum assessment allowed. If the reserve fund is not sufficient to cover the cost increase, the City Council may provide a temporary loan to the District or conduct a property owner ballot proceeding for an assessment increase. o Increased Service for One Parcel: When the current District was renewed/formed, a baseline assessment rate and level of service was established for all properties within the District. As businesses within the District change or continue to grow, these businesses may generate a need for an increased level of service, but it is not fair or equitable to spread the cost of this increased service to other properties within the District. Therefore, if a business requires an increased level of service, the respective business owner or owner of the property on which the business is located, must pay the resulting cost increase as a surcharge. Either the City or property owner may initiate the need for an increased service level. The City Council shall make the final determination as to the appropriate mechanism 680
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 8 by which the increased level of service will be provided. The increased level of service may include result in:
 Increasing number of pick-ups on a specific bin(s) used by the property or business.  Increasing size of specific bin(s) used by the property or business if space permits.  Providing separate bin(s) for property or business if space and accessibility permits.  Any combination of the services above.

The costs associated with the increased level of service shall be the obligation of the business and/or property owner which is provided with the additional service. Payment for the increased level of service shall be reviewed by the owner’s association, which will make a recommendation to the City Council for approval.

The additional cost of providing the increased level of service may be added to the annual assessment for the property as a surcharge (in addition to their annual assessment), upon written petition of the property owner and approval by the City Council. The request may require a signed agreement between the property owner and City. However, before any action is taken to add a surcharge to the property tax roll as part of the property’s annual assessment, the property owner/business shall work with City staff and owner’s association to establish the necessary level of additional service and arrange for direct payment for the service to the waste hauler or the City, if possible.

Method of Apportionment Calculations
The apportionment of benefit within the District utilizes a weighting factor known as an Equivalent Benefit Unit (EBU). Each parcel’s EBU represents a percentage of the total EBU applied for the entire District.

Depending on the improvement or activity provided, the EBU assigned to each parcel is based on either the parcel’s development (approximate building square footage) or the parcel’s area of improvement (front footage to the parking lots). The cost of refuse collection services is apportioned based on each parcel’s approximate building square footage. All other improvements and services funded through the District are associated with the parking lots. The total cost of the parking lot improvements and services is apportioned to each parcel based on their front footage to the parking lots.

The sum of each parcel’s proportionate share of refuse collection and parking lot costs represents the parcel’s Total Direct Cost. In addition to a parcel’s Total Direct Cost, each parcel is assessed for administration expenses and a reserve fund collection (Indirect Costs). Indirect Costs for each parcel have been apportioned by a percentage of the parcel’s Direct Costs, not to exceed fifteen percent (15%). Therefore, each parcel’s Total Annual Assessment is the sum of its proportionate share of the Total Direct Cost and Total Indirect Costs. Although each parcel’s proportional benefit and assessment for each improvement is calculated individually, each parcel’s maximum assessment is based on the parcel’s combined assessment for all costs and services. The rate applied to any one improvement or service may exceed the maximum rate originally established, provided the parcel’s combined assessment does not exceed the combined maximum assessment established for the property (excluding changes in land use or development).

The County requires that all annual assessments levied and submitted for collection on tax bills be rounded to the nearest even penny, thus allowing the total assessment to be split into two installments. To comply with the County’s requirements, the calculation of each assessment component is rounded to the nearest even penny and subsequently added together for the parcel’s Total Annual Assessment. A description of the general method used to arrive at each parcel’s proposed assessment is found below. 681
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 9 Apportionment of Direct Costs
Refuse Collection Assessment
The Total Refuse Cost estimated for refuse collection services is based on the City’s contract with a waste hauler for service to Presidents’ Plaza. This Total Refuse Cost divided by the estimated Total Building Square Footage establishes a Rate per building square foot. The Rate is multiplied by each parcel’s estimated building square footage to calculate the parcel’s proportionate share of the refuse service cost.

Total Refuse Cost / Total Building Square Footage = Rate per Building Square Foot Rate x Parcel Building Square Footage = Refuse Assessment Note: For purposes of calculating the refuse assessment, the building square footage for each parcel has been rounded to the nearest hundred square feet. Refer to Appendix “B” for building square footage applied.

The refuse assessment rates based on fiscal year and building size is found below as Table 1.

Table 1: Building Size Proposed Rates
Proposed Building Maximum Rates
(per Square Foot)
FY 2022/2023 $0.7179
FY 2023/2024 $0.7394
FY 2024/2025 $0.7616
FY 2025/2026 $0.7845
FY 2026/2027 $0.8080
There are currently forty-two (42) developed commercial properties within the District that are assessed for refuse collection services based on approximate building square footage. Individual parcel refuse assessments can be found on the Assessment Roll (Appendix C).

Parking Lot Assessment
The total Lot Cost estimated for parking lot improvements and services is based on the estimated annual costs to maintain the landscaping, utilities (lighting and water), and parking lot (short and long-term maintenance and sweeping services) within Presidents’ Plaza. This Total Lot Cost divided by the applied parking lot Total Front Footage, establishes a Rate per front foot. The Rate is multiplied by each parcel’s applied front footage to calculate the parcel’s proportionate share of the parking lot maintenance costs.

Total Lot Cost / Total Front Footage = Rate per Front Foot Rate per Front Foot x Parcel Front Footage = Parking Lot Assessment Note: For purposes of calculating the parking lot assessment, each parcel’s front footage is based on the parcel’s footage rounded to the nearest five feet. Refer to Appendix “B” for front footage applied. 682
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 10 The parking lot assessment rates based on fiscal year and linear feet is found below as Table 2.

Table 2: Parking Lot Proposed Rates
Proposed Parking Maximum Rates
(per Linear Foot)
FY 2022/2023 $37.3494
FY 2023/2024 $38.4699
FY 2024/2025 $39.6240
FY 2025/2026 $40.8127
FY 2026/2027 $42.0371
All parcels within the District receive direct and special benefits from the parking lot improvements and services. Each parcel is assessed proportionately based on their front footage adjacent to the parking lot.

Apportionment of Indirect Costs
To ensure the improvements, activities, and services provided and funded through the District are continued, each parcel will be assessed for its proportional share of administrative and reserve costs (Indirect Costs).

Indirect Costs include all expenses related to the administration of the District as well as the collection of money toward a Reserve Fund. The annual assessment for Indirect Costs has been established at fifteen percent (15%) of the Total Direct Costs assessed to each parcel.

The sum of each parcel’s proportionate share of refuse collection and parking lot costs represents the parcel’s Direct Cost. This Direct Cost multiplied by fifteen percent (15%) represents each parcel’s proportionate share of the Indirect Costs.

Parcel’s Total Direct Cost x 15% = Indirect Assessment
The Indirect Cost for each fiscal year is found below as Table 3.

Table 3: Proposed Indirect Costs
Indirect Cost (Total Dollars)
FY 2022/2023 $52,035.00
FY 2023/2024 $53,596.05
FY 2024/2025 $55,203.93
FY 2025/2026 $56,860.05
FY 2026/2027 $58,565.85
Total Annual Assessment
Each parcel’s Total Annual Assessment is the sum of their proportionate share of the Direct Costs and Indirect Costs. The preceding description of the method of apportionment outlines the estimated cost and rates applied for the District and the maximum amount projected. The maximum projected amounts were determined by applying an annual inflationary factor of three percent (3%) on the remaining four years of the five-year period, with the first year based on actuals and forecasting. 683
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 11 Annual Budget Adjustments
For the subsequent years of the five-year term of the PBID renewal, annual assessments may be adjusted by the owners’ association up to three percent (3%) per year. Actual annual adjustments may range from zero (0) to three percent (3%). Adjustments may differ from year to year depending on the service needs identified by the owners’ association. In any event, assessments will not exceed the levels illustrated by the District Budget (Table 4).

Any annual budget surplus or deficit will be accrued into the following year’s PBID budget. Assessments will be set accordingly, within the constraints of the annual adjustment, to adjust for surpluses or deficits that are carried forward.
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2025/2026 Presidents’ Plaza Property and Business Improvement District Page 12 IV. Description of Budget Items
Direct Benefit Costs
Landscape Maintenance: Includes all regularly scheduled labor, material (e.g., pipe, fertilizer, insecticides), and equipment required to properly maintain and ensure the satisfactory condition of all landscaping, irrigation and drainage systems, and appurtenant facilities. All landscaping improvements within the District are contracted for maintenance and service on a regular basis. The frequency and specific maintenance operations required within the District is determined by City staff but is generally scheduled weekly. The costs include annual tree and palm pruning, and tree replacement as well.

Landscape Repairs: Includes repairs costs that are not normally included in the yearly maintenance contract costs. This may include repair of damaged amenities due to vandalism and storms. Planned upgrades (irrigation system improvements) may also be included as well.

Water: Includes utility costs to furnish water required for landscape irrigation.

Lighting: Includes utility costs for the operation of lighting facilities in the parking lots and landscaped areas, excluding lighting maintenance.

Sweeping Services: Includes bi-weekly cleaning of the parking lots and gutters using a contracted service.

Solid Waste Removal Services: Includes the furnishing of bins and bi-weekly collection of solid waste. The City contracts with a waste hauler for this service. Only developed properties (with a structure) receive special benefit from this service and are assessed for this service accordingly.

Miscellaneous Direct: Includes repairs costs for waterlines, benches, tables, trash enclosures, graffiti removal, lighting, and other unanticipated costs on an as-needed basis.

Indirect Benefit Costs
District Administration: Includes costs for the City to provide the coordination of District services, operations and maintenance of the District, response to public concerns and education, and procedures associated with the levy and collection of assessments. This cost also includes contracting with professionals to provide additional administrative, legal, or engineering services specific to the District.

County Administration Fee: Includes costs for the County to collect District assessments on the property tax bills. This charge is based on a flat rate per fund number.

County Administration Fee: This is the actual cost to the District for the County to collect District assessments on the property tax bills. This charge is based on a flat rate per fund number, which is $87.23 for FY 2024/2025 (at the time of this report FY 2025/2026 rates were not available).

County Per Parcel Fee: This is the cost for the County to collect assessments on the property tax bills. This charge is on a per assessment basis at $0.36 per assessment for FY 2024/2025 (at the time of this report FY 2025/2026 rates were not available) and is in addition to the County Administration Fee.
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2025/2026 Presidents’ Plaza Property and Business Improvement District Page 13 Miscellaneous Indirect: Includes costs related to District administration, including required formation, documentation, recordation, and legal fees.

Reserve Fund Collection: Includes collection of funds to operate the District from July 1 (beginning of the fiscal year) through January when the County provides the City with the first installment of assessments collected from the property tax bills. The Reserve Fund eliminates the need for the City to transfer funds from non-District accounts to pay for District charges during the first half of the fiscal year. The Reserve Fund may also be used to offset any unforeseen costs such as repairs, legal fees, revenue deficits, or increased costs due to inflation or contractual agreements that are greater than originally planned.

Capital Improvement Project Reserve: Includes collection for unscheduled, unforeseen expense that may occur throughout the life of the District’s five-year maintenance period, including short and long-term parking lot maintenance such as all regularly scheduled labor, material, and equipment for patching of asphalt, slurry sealing, and parking lot striping required to properly maintain and ensure the satisfactory condition of the parking lots and appurtenant facilities. The frequency and specific maintenance operations required within the District is determined by City staff, but slurry sealing, and parking lot striping are generally scheduled annually, while patching of asphalt is performed on an asneeded basis. Parking lot maintenance for slurry sealing and parking lot striping within the District is contracted for service on a regular basis, while patching of asphalt may be performed by City staff or contracted for service as needed. The City shall be responsible for activities and costs associated with the Capital Improvement Project Reserve.

Levy Breakdown
Total District and Indirect Costs: Represents the sum total of all budgeted Direct and Indirect costs.

Anticipated Deficit/Surplus: Represents anticipated costs of the District that exceeds the amount to be collected. This item also reflects beginning balance deficits. When the actual cost and expenditures for the District are greater than the amount budgeted and collected in the prior fiscal year, the District has a Beginning Balance Deficit. This deficit may be the result of unforeseen and extraordinary costs incurred, or assessments collected being less than anticipated. When a deficit occurs, the deficit amount may be added to the amount to be collected through the levy for the current fiscal year or recovered through use of the Reserve Fund.

When the actual costs and expenditures for the District are less than the amount budgeted and collected in the prior fiscal year, the District has a Beginning Balance Surplus. When a surplus occurs, the amount may be used to reduce assessments for the following year or may be added to the Reserve Fund.

Balance to Levy: Represents the total amount to be levied and collected through assessments for the current fiscal year. The Balance to Levy represents the sum of Total Direct Costs, Indirect Costs, Reserve Fund Credit, Revenue Deficits, Other Revenue Sources, Revenue Surpluses, and Contribution Replenishments.
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2025/2026 Presidents’ Plaza Property and Business Improvement District Page 14 District Statistics
Total Parcels: Represents the total number of parcels within the District.

Total Parcels To Levy: Represents the total number of parcels within the District that will be assessed. Non-assessed lots or parcels include easements, common areas, and parcels within the boundaries of the District that currently do not benefit from the improvements.

Total Building Square Footage: Represents the sum total of the building square footage applied to parcels within the District.

Total Front Footage (Parking Lot): Represents the sum total of the parking lot front footage applied to parcels within the District.

Levy Rate per Building Square Foot: Represents the Rate being applied to each parcel’s individual building square footage (calculation of each parcel’s proportionate share of refuse collection services).

The Levy Rate per Square Foot is the result of dividing the estimated total refuse cost for that year by the sum of the District’s Total Building Square Footage. The rate is calculated to four decimal places.

Levy Rate per Front Foot: Represents the Rate being applied to each parcel’s individual parking lot front footage (calculation of the parcel’s proportionate share of parking lot maintenance costs). The Levy Rate per Front Foot is the result of dividing the estimated total parking lot costs for that year by the sum of the District’s Total Parking Lot Front Footage. The rate is calculated to four decimal places.

Indirect Cost Percentage: Represents the percentage applied to each parcel’s Direct Costs to determine the parcel’s proportionate share of the amount to be assessed for administrative expenses and Reserve Fund Collection. A maximum rate of fifteen percent (15%) has been established. An even Reserve Fund Credit has been applied for each year (five-years).

District Budget
The District Budget (Table 4) lists the estimated costs of providing the various improvements and services. The costs and the resulting rate for each fiscal year is based on the estimated costs to provide the improvements and services that year. The projected annual costs anticipated over the five-year duration of the District assessments have been calculated based on actuals, forecasting and an annual inflationary factor of three percent (3%) from the first fiscal year. However, this inflation factor does not mean the assessments will increase annually by three percent (3%). The owners’ association appointed by the City Council, will annually review the District costs, and make recommendations for any changes or adjustments to the budget. Changes to the budget, could result in changes to the annual assessment, but the resulting total assessment may not exceed the maximum rates established in the original Engineer’s Report without first obtaining property owner approval through assessment ballots.

687
2025/2026 Presidents’ Plaza Property and Business Improvement District Page 15 Table 4: District Budgets
FY 2022-23 FY 2023-24 FY 2024-25 FY 2025-26 FY 2026-27
Direct Benefit Costs
Landscape Maintenance $ 55,620.00 54,000.00 $ 57,288.60 $ 59,007.26 $ 60,777.48 $ Landscape Repairs 6,180.00 6,000.00 6,365.40 6,556.36 6,753.05 Miscellaneous Direct (waterlines, benches, tables, trash enclosures, graffiti removal, etc.) 20,600.00 20,000.00 21,218.00 21,854.54 22,510.18 Water 25,750.00 25,000.00 26,522.50 27,318.18 28,137.72 Lighting 29,046.00 28,200.00 29,917.38 30,814.90 31,739.35 Sweeping Services 6,489.00 6,300.00 6,683.67 6,884.18 7,090.71 Service Subtotal (Based on parking lot footage) $ 143,685.00 139,500.00 $ 147,995.55 $ 152,435.42 $ 157,008.48 $ Solid Waste Removal Services $ 213,622.00 207,400.00 $ 220,030.66 $ 226,631.58 $ 233,430.53 $ Total Direct Benefit 346,900.00 $ 357,307.00 $ 368,026.21 $ 379,067.00 $ 390,439.01 $ Indirect Costs
District Administration $ 16,590.99 16,107.76 $ 17,088.72 $ 17,601.38 $ 18,129.43 $ County Administration Fee 216.73 210.42 223.24 229.93 236.83 County Per Parcel Fee 105.42 102.35 108.58 111.84 115.20 Miscellaneous Indirect 18,269.47 18,817.55 19,382.08 19,963.54 20,562.45 Administrative Subtotal 34,690.00 $ 35,730.70 $ 36,802.62 $ 37,906.70 $ 39,043.90 $ Reserve Fund Collection (5%) 17,865.35 17,345.00 18,401.31 18,953.35 19,521.95 Total Indirect Cost 52,035.00 $ 53,596.05 $ 55,203.93 $ 56,860.05 $ 58,565.85 $ Levy Breakdown
Total Direct Costs and Indirect Costs 398,935.00 $ 410,903.05 $ 423,230.14 $ 435,927.05 $ 449,004.86 $ Anticipated Deficit or Surplus - - - - - Balance to Levy $ 410,903.05 398,935.00 $ 423,230.14 $ 435,927.05 $ 449,004.86 $ Estimated City Funded Projected Capital Improvement
Project Reserve (Parking Lot Maintenance, etc.) 76,323.00 74,100.00 78,612.69 80,971.07 83,400.20 District Statistics Total Parcels 46 46 46 46 46 Total Parcels To Levy 42 42 42 42 42 Total Building Square Footage 288,900.00 288,900.00 288,900.00 288,900.00 288,900.00 Total Front Footage (Parking Lot) 3,735.00 3,735.00 3,735.00 3,735.00 3,735.00 Levy Rate per Building Square Foot 0.7179 $ 0.7394 $ 0.7616 $ 0.7845 $ 0.8080 $ % increase
Levy Rate per Front Foot 37.3494 $ 38.4699 $ 39.6240 $ 40.8127 $ 42.0371 $ % increase
Indirect Cost Percentage(1) 15.00000% 15.00000% 15.00000% 15.00000% 15.00000% Capital Improvement Project Reserve Fund Balance
Previous Balance $ 74,100.00 - $ 150,423.00 $ 229,035.69 $ 310,006.76 $ Capital Improvement Project Reserve 74,100.00 76,323.00 78,612.69 80,971.07 83,400.20 Estimated Ending Balance 74,100.00 $ 150,423.00 $ 229,035.69 $ 310,006.76 $ 393,406.96 $ Reserve Fund Balance
Previous Balance $ 203,876.00 186,531.00 $ 221,741.35 $ 240,142.66 $ 259,096.01 $ Reserve Collection 17,865.35 17,345.00 18,401.31 18,953.35 19,521.95 Estimated Reserve Ending Balance 203,876.00 $ 221,741.35 $ 240,142.66 $ 259,096.01 $ 278,617.96 $ Maximum Proposed Assessment for Fiscal Years 2022/23 through 2026/27 (Five Years) Budget Item
688
2025/2026 Presidents’ Plaza Property and Business Improvement District Page A-1 Appendix A — Assessment Diagram
The Assessment Diagram for the District is shown in reduced format and inclusive of all parcels identified on the County of Riverside Assessor’s Parcel Maps as Book 627, Pages 212, 221, and 222. The Assessment Diagram will be kept on file with the City Clerk of the City of Palm Desert. 689

2025/2026 Presidents’ Plaza Property and Business Improvement District Page A-2 690
2025/2026 Presidents’ Plaza Property and Business Improvement District Page B-1 Appendix B – Actual Parcel Information
The actual parcel information is shown in Table 5, includes building square footage and front footage, which are used in calculating each parcel’s proportionate share of all District Costs. 691
2025/2026 Presidents’ Plaza Property and Business Improvement District Page B-2 Table 5: Actual Parcel Information
Assessment
Number
Assessor
Parcel Number
Actual Parking Lot
Front Footage
Applied Parking Lot
Front Footage
Actual Building
Square Feet
Applied Building
Square Feet
1 627-212-002 73669 HIGHWAY 111 50.00 50.00 3,885 3,900 2 627-212-003 73677 HIGHWAY 111 200.00 200.00 8,650 8,700 3 627-212-004 73731 HIGHWAY 111 100.00 100.00 8,525 8,500 4 627-212-005 73640 EL PASEO 171.55 170.00 12,132 12,100 5 627-212-006 73660 EL PASEO 50.00 50.00 5,820 5,800
6 627-212-009 73690 EL PASEO 50.00 50.00 8,150 8,200
7 627-212-010 73700 EL PASEO 50.00 50.00 3,210 3,200
8 627-212-011 73710 EL PASEO 50.00 50.00 5,030 5,000
9 627-212-012 73722 EL PASEO 50.00 50.00 2,400 2,400
10 627-212-014 73730 EL PASEO 50.00 50.00 5,000 5,000
11 627-212-015 73625 HIGHWAY 111 221.55 220.00 20,987 21,000 12 627-212-016 NO SITUS AVAILABLE 0.00 0.00 0 0
13 627-212-017 73670 EL PASEO 100.00 100.00 10,238 10,200 14 627-221-001 73741 HIGHWAY 111 50.00 50.00 4,750 4,800 15 627-221-002 73759 HIGHWAY 111 50.00 50.00 4,750 4,800 16 627-221-004 73760 EL PASEO 213.02 215.00 18,182 18,200 17 627-221-008 73740 EL PASEO 50.00 50.00 5,300 5,300
18 627-221-009 73750 EL PASEO 50.00 50.00 4,563 4,600
19 627-221-010 73801 HIGHWAY 111 225.16 225.00 1,568 1,600 20 627-221-011 NO SITUS AVAILABLE 0.00 0.00 0 0
21 627-222-002 73845 HIGHWAY 111 50.00 50.00 4,435 4,400 22 627-222-003 73851 HIGHWAY 111 50.00 50.00 3,250 3,300 23 627-222-004 73861 HIGHWAY 111 50.00 50.00 3,250 3,300 24 627-222-005 73871 HIGHWAY 111 50.00 50.00 3,000 3,000 25 627-222-008 73891 HIGHWAY 111 100.00 100.00 6,712 6,700 26 627-222-014 73965 HIGHWAY 111 50.00 50.00 4,692 4,700 27 627-222-015 73981 HIGHWAY 111 50.00 50.00 3,900 3,900 28 627-222-021 73880 EL PASEO 50.00 50.00 3,762 3,800
29 627-222-024 73900 EL PASEO 50.00 50.00 5,050 5,100
30 627-222-025 73910 EL PASEO 50.00 50.00 5,000 5,000
31 627-222-026 73920 EL PASEO 50.00 50.00 5,000 5,000
32 627-222-027 73930 EL PASEO 50.00 50.00 5,150 5,200
33 627-222-028 73940 EL PASEO 50.00 50.00 4,950 5,000
34 627-222-029 73950 EL PASEO 50.00 50.00 4,800 4,800
35 627-222-030 73956 EL PASEO 50.00 50.00 4,950 5,000
36 627-222-034 73925 HIGHWAY 111 100.00 100.00 6,276 6,300 37 627-222-038 73890 EL PASEO 100.00 100.00 9,900 9,900 38 627-222-041 73885 HIGHWAY 111 75.00 75.00 5,925 5,900 39 627-222-042 NO SITUS AVAILABLE 0.00 0.00 0 0
40 627-222-043 45211 PORTOLA AVE 0.00 0.00 0 0
41 627-222-044 73990 EL PASEO 140.63 140.00 13,338 13,300 42 627-222-048 73941 HIGHWAY 111 100.00 100.00 7,825 7,800 43 627-222-052 73820 EL PASEO 251.69 250.00 11,694 11,700 44 627-222-053 73833 HIGHWAY 111 151.69 150.00 8,238 8,200 45 627-222-055 73970 EL PASEO 100.00 100.00 15,017 15,000 46 627-222-058 73993 HIGHWAY 111 140.00 140.00 9,312 9,300 Total 3740.29 3735.00 288,566 288,900
Source: Riverside County Secured Roll; Willdan Financial Services Situs Address
Assessor Parcel Numbers 627-212-016, 627-221-011, 627-222-021, and 627-222-043 are part of the District's parking lot and parcel 627-222-042 is an easement/w alkw ay. These parcels are not assessed.
692
2025/2026 Presidents’ Plaza Property and Business Improvement District Page C-1 Appendix C —Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the County Assessor’s Map for the year in which this Plan is prepared.

The Assessment Roll, which includes a listing of assessor parcels assessed within this District, along with their assessment amounts, is shown in Table 6.

693
2025/2026 Presidents’ Plaza Property and Business Improvement District Page C-2 Table 6: Assessment Roll

Note: Total Assessment slightly different then total levy in budget due to rounding and County even penny rule.

Assessor Parcel
Number
Refuse Collection
Assessment
FY 2025/2026
Parking Lot
Assessment
FY 2025/2026
Indirect Cost
Assessment
FY 2025/2026
Total Assessment
FY 2025/2026
627-212-002 73669 HIGHWAY 111 $3,059.40 $2,040.63 $765.00 $5,865.02 627-212-003 73677 HIGHWAY 111 6,824.83 8,162.53 2,248.10 17,235.46 627-212-004 73731 HIGHWAY 111 6,667.94 4,081.26 1,612.38 12,361.58 627-212-005 73640 EL PASEO 9,492.01 6,938.15 2,464.52 18,894.68 627-212-006 73660 EL PASEO 4,549.89 2,040.63 988.57 7,579.08 627-212-009 73690 EL PASEO 6,432.60 2,040.63 1,270.98 9,744.20 627-212-010 73700 EL PASEO 2,510.28 2,040.63 682.63 5,233.54 627-212-011 73710 EL PASEO 3,922.31 2,040.63 894.44 6,857.38 627-212-012 73722 EL PASEO 1,882.71 2,040.63 588.50 4,511.84 627-212-014 73730 EL PASEO 3,922.31 2,040.63 894.44 6,857.38 627-212-015 73625 HIGHWAY 111 16,473.73 8,978.79 3,817.87 29,270.38 627-212-016 NO SITUS AVAILABLE 0.00 0.00 0.00 0.00
627-212-017 73670 EL PASEO 8,001.53 4,081.26 1,812.41 13,895.20 627-221-001 73741 HIGHWAY 111 3,765.42 2,040.63 870.90 6,676.94 627-221-002 73759 HIGHWAY 111 3,765.42 2,040.63 870.90 6,676.94 627-221-004 73760 EL PASEO 14,277.24 8,774.72 3,457.79 26,509.74 627-221-008 73740 EL PASEO 4,157.65 2,040.63 929.74 7,128.02 627-221-009 73750 EL PASEO 3,608.53 2,040.63 847.37 6,496.52 627-221-010 73801 HIGHWAY 111 1,255.14 9,182.85 1,565.69 12,003.68 627-221-011 NO SITUS AVAILABLE 0.00 0.00 0.00 0.00
627-222-002 73845 HIGHWAY 111 3,451.64 2,040.63 823.84 6,316.10 627-222-003 73851 HIGHWAY 111 2,588.73 2,040.63 694.40 5,323.76 627-222-004 73861 HIGHWAY 111 2,588.73 2,040.63 694.40 5,323.76 627-222-005 73871 HIGHWAY 111 2,353.39 2,040.63 659.10 5,053.12 627-222-008 73891 HIGHWAY 111 5,255.90 4,081.26 1,400.57 10,737.72 627-222-014 73965 HIGHWAY 111 3,686.97 2,040.63 859.14 6,586.74 627-222-015 73981 HIGHWAY 111 3,059.40 2,040.63 765.00 5,865.02 627-222-021 73880 EL PASEO 2,980.96 2,040.63 753.23 5,774.82 627-222-024 73900 EL PASEO 4,000.76 2,040.63 906.20 6,947.58 627-222-025 73910 EL PASEO 3,922.31 2,040.63 894.44 6,857.38 627-222-026 73920 EL PASEO 3,922.31 2,040.63 894.44 6,857.38 627-222-027 73930 EL PASEO 4,079.21 2,040.63 917.97 7,037.80 627-222-028 73940 EL PASEO 3,922.31 2,040.63 894.44 6,857.38 627-222-029 73950 EL PASEO 3,765.42 2,040.63 870.90 6,676.94 627-222-030 73956 EL PASEO 3,922.31 2,040.63 894.44 6,857.38 627-222-034 73925 HIGHWAY 111 4,942.12 4,081.26 1,353.50 10,376.88 627-222-038 73890 EL PASEO 7,766.19 4,081.26 1,777.11 13,624.56 627-222-041 73885 HIGHWAY 111 4,628.33 3,060.95 1,153.39 8,842.66 627-222-042 NO SITUS AVAILABLE 0.00 0.00 0.00 0.00
627-222-043 45211 PORTOLA AVE 0.00 0.00 0.00 0.00
627-222-044 73990 EL PASEO 10,433.36 5,713.77 2,422.06 18,569.18 627-222-048 73941 HIGHWAY 111 6,118.81 4,081.26 1,530.01 11,730.08 627-222-052 73820 EL PASEO 9,178.22 10,203.17 2,907.20 22,288.58 627-222-053 73833 HIGHWAY 111 6,432.60 6,121.90 1,883.17 14,437.66 627-222-055 73970 EL PASEO 11,766.95 4,081.26 2,377.23 18,225.44 627-222-058 73993 HIGHWAY 111 7,295.51 5,713.77 1,951.39 14,960.66 Total $226,631.38 $152,435.17 $56,859.80 $435,926.16
Situs Address
694

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: June 26, 2025
PREPARED BY: Maria Gonzalez, Management Analyst
Chris Gerry, Senior Project Manager
SUBJECT: RESOLUTIONS TO APPROVE THE MANAGEMENT DISTRICT PLAN

AND ORDER THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN THE PRESIDENT’S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT FOR FISCAL YEAR 2025/26
RECOMMENDATION:

1. Adopt a resolution entitled “RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, APPROVING THE MANAGEMENT DISTRICT PLAN FOR THE PRESIDENT’S PLAZA III PROPERTY AND BUSINESS IMPROVEMENT DISTRICT, FISCAL YEAR 2025/2026.”

2. Adopt a resolution entitled “RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS FOR THE PRESIDENT’S PLAZA III PROPERTY AND BUSINESS IMPROVEMENT DISTRICT, FISCAL YEAR 2025/2026.”
BACKGROUND/ANALYSIS:

The President’s Plaza III Property and Business Improvement District (PBID III) was originally formed in Fiscal Year 2001/02 for a five-year term. A majority of property owners subsequently voted to renew PBID III for three additional five-year terms, with the current one being from Fiscal Year 2021/22 through 2025/26. The Management District Plan and Engineer’s Report (Management District Plan) for PBID III is required to be prepared and approved annually, and the County of Riverside requires the annual order to levy and collect the assessments. The only modification of the PBID III budget that will be implemented this year is a three percent (3%) cost-of-living adjustment that was built into the current five-year plan as approved by the property owners.

PBID III includes properties that are located south of Palm Desert Drive at Highway 111, and north of El Paseo, between Highway 74 and Sage Lane. The City of Palm Desert (City) collects annual assessments from PBID III property owners to pay for landscape maintenance, street sweeping, and parking lot lighting within the common parking lot areas. The street boundaries of PBID III are shown in the attached Management District Plan (page 14).

The attached resolutions will approve next fiscal year’s Management District Plan and allow the County to levy and collect the associated annual assessments within PBID III, on behalf of the City.

Legal Review:

This report has been reviewed by the City Attorney’s Office. 695
City of Palm Desert
Resolution to Approve PBID III Levy and Collection

FINANCIAL IMPACT:

The assessment and collection of the levy amount will finance both ongoing maintenance and associated costs related to PBID III. Budgets for these costs have been included in the Proposed FY 2025-26 Annual Budget. Therefore there is no impact to the General Fund with this action.

ATTACHMENTS:

1. Resolution – Approve Management Plan

2. Resolution – Order the Levy

3. FY 2025/26 Management District Plan and Engineer’s Report 696
RESOLUTION NO. 2025-____

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,

CALIFORNIA, APPROVING THE MANAGEMENT DISTRICT PLAN FOR
THE PRESIDENT’S PLAZA III PROPERTY AND BUSINESS
IMPROVEMENT DISTRICT, FISCAL YEAR 2025/2026
WHEREAS, in Fiscal Year 2021/2022 the City Council pursuant to the provisions of Property and Business Improvement District Law of 1994, Part 7 of Division 18 of the Streets and Highways Code of California (hereafter referred to as the “Code”), and in accordance with the provisions of the California Constitution Article XIIID conducted proceedings for the formation of the President’s Plaza III Property and Business Improvement District (hereafter referred to as the “District”), and the levy of annual assessments connected therewith; and,
WHEREAS, on July 8, 2021, the City Council held a full and fair public hearing regarding the formation of the District and the establishment of annual assessments, and the maximum assessments required to pay the maintenance and services of landscaping, lighting, refuse collection and all appurtenant facilities and operations related thereto for a five-year period beginning July 1, 2021 and ending June 30, 2026 pursuant to the Code; and,
WHEREAS, upon conclusion of the public hearing of July 8, 2021, the City Council tabulated the property owner assessment protest ballots returned and by resolution confirmed that majority protest did not exist and by resolution approved the Management District Plan, appointed an Advisory Board for the District, ordered the formation of the District, and ordered the levy and collection of the first annual assessments; and, WHEREAS, pursuant to the Code, the City Council appointed the President’s Plaza III Committee as the Advisory Board for the District and this Advisory Board has caused to be prepared an annual Management District Plan (hereafter referred to as the “Report”) each fiscal year for which assessments are to be levied and collected, said Report shall be filed with the City Clerk and shall contain: any proposed changes to the District boundary; the improvements and activities to be provided; the estimated costs and method of assessment; the amount of any surplus or deficit; and contributions from other sources; and,
WHEREAS, pursuant to the Code, the Advisory Board has caused to be prepared a Report in connection with the District describing the proposed improvements, services, expenditures and assessments to be levied for Fiscal Year 2025/2026, and filed with the City Clerk of the City of Palm Desert and the City Clerk has presented to the City Council such Report entitled “City of Palm Desert President’s Plaza III Property and Business Improvement District Management District Plan and Engineer’s Report, Fiscal Year 2025/2026”; and,
WHEREAS, The City Council has carefully examined and reviewed the Report as presented, and is satisfied with each and all of the items and documents as set forth 697
Resolution No. 2025-____ Page 2
therein, and finds that the levy of assessments has been spread in accordance with the special benefits received from the improvements, operation, maintenance and services to be performed, as set forth in said Report.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

SECTION 2. The Report as presented, consists of the following:

A. A Description of the District boundaries and all properties benefiting from the improvements and services.

B. A Description of improvements and services to be provided by the District.

C. The annual budget (estimates of costs and expenses of services, operations and maintenance).

D. The method and basis of levying the assessments.

E. The estimated amount of any surplus/deficit from the previous fiscal year and the estimated amount of any contributions to be made from other sources.

SECTION 3. The Report as presented, is hereby approved and is ordered to be filed in the Office of the City Clerk as a permanent record and to remain open to public inspection.

SECTION 4. The City Clerk shall certify to the passage and adoption of this Resolution, and the minutes of this meeting shall so reflect the presentation of and final approval of the Report and appointment of the District Advisory Board.

ADOPTED ON ________________, 2025.

JAN C. HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
698
Resolution No. 2025-____ Page 3
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
699
700
RESOLUTION NO. 2025-____

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,

CALIFORNIA ORDERING THE LEVY AND COLLECTION OF
ASSESSMENTS FOR THE PRESIDENT’S PLAZA III PROPERTY AND
BUSINESS IMPROVEMENT DISTRICT, FISCAL YEAR 2025/2026
WHEREAS, on July 8, 2021, the City Council called and duly held a public hearing and property owner protest ballot proceedings for the President’s Plaza III Property and Business Improvement District (hereafter referred to as the “District”) pursuant to the provisions of Property and Business Improvement District Law of 1994, Part 7 of Division 18 of the Streets and Highways Code of California (hereafter referred to as the “Code”) and the California Constitution Article XIIID, for the purpose of presenting to the qualified property owners within the District the annual levy of assessments and a maximum annual assessment over a five year period beginning July 1, 2021 and ending June 30, 2026, for the costs and expenses associated with the maintenance and operation of landscaping, lighting, refuse collection and all appurtenant facilities related thereto; and, WHEREAS, the landowners of record within the District as of the close of the Public Hearing held on July 8, 2021 did cast their ballots resulting in the approval of the District formation and annual levy of assessments related thereto; and, WHEREAS, the City Council, pursuant to the Code did by previous resolutions renewed the District, and approved an annual report in connection with the District and appointed an Advisory Board that caused to be prepared such annual report for the City Council’s approval; and the resolution renewing the District adopted on July 8, 2021 following the public hearing (the “Resolution of Formation”) is incorporated herein by this reference and is made a part of this Resolution; and,
WHEREAS, the Advisory Board has held a meeting for reviewing and approving the proposed budget for Fiscal Year 2025/2026 and has prepared an annual report in connection with the District for Fiscal Year 2025/2026, and filed with the City Clerk of the City of Palm Desert and the City Clerk has presented to the City Council such annual report entitled “City of Palm Desert President’s Plaza III Property and Business Improvement District Management District Plan and Engineer’s Report Fiscal Year 2025/2026” (hereafter referred to as the “Report”); and, WHEREAS, The City Council has carefully examined and reviewed the Report as presented, and by previous resolution has approved said Report.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.
701
Resolution No. 2025-____ Page 2
SECTION 2. The City Council desires to levy and collect the annual assessment for the District for Fiscal Year 2025/2026 pursuant to the provisions of the Code.

SECTION 3. Based upon its review of the Report, a copy of which has been presented to the City Council and filed with the City Clerk, the City Council hereby finds and determines that:

A. The territory of land within the District will receive special benefits from the operation, maintenance and servicing of the improvements and appurtenant facilities located within the boundaries of the District.

B. District includes all the lands so benefited.

C. The net amount to be assessed upon the lands within the District in accordance with the proposed budget for the fiscal year commencing July 1, 2025 and ending June 30, 2026 is apportioned by a formula and method which fairly distributes the net amount among all eligible parcels in proportion to the special benefits to be received by each parcel from the improvements and services.

D. The assessments so described in the Report are consistent with the assessments so approved by the property owners within the District.

SECTION 4. The Report and assessments as presented to the City Council and on file in the office of the City Clerk are hereby confirmed as filed.

SECTION 5. The City Council hereby orders the improvements to be made, and the levy and collection of annual assessments to pay for those improvements to be presented to the County Auditor/Controller of Riverside for Fiscal Year 2025/2026. The County Auditor/Controller shall enter on the County Tax Roll opposite each parcel of land the amount of the assessment, and such assessments shall be collected at the same time and in the same manner as the County taxes are collected. After collection by the County, the net amount of the levy shall be paid to the City Treasurer.

SECTION 6. The City Treasurer shall deposit all money representing assessments collected by the County for the District to the credit of a fund for the President’s Plaza III Property and Business Improvement District, and such money shall be expended only for the improvements described in the Report.

SECTION 7. The adoption of this Resolution, and the Resolution of Formation by this reference, constitutes the District levy for the Fiscal Year commencing July 1, 2025 and ending June 30, 2026.

SECTION 8. The City Clerk is hereby authorized and directed to file the levy with the County Auditor upon adoption of this Resolution.
702
Resolution No. 2025-____ Page 3
ADOPTED ON ________________, 2025.

JAN C. HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
703
704
[Type here]

City of Palm Desert
President’s Plaza III Property and
Business Improvement District

MANAGEMENT DISTRICT PLAN
AND ENGINEER’S REPORT
FISCAL YEAR 2025/2026
PUBLIC HEARING: JUNE 26, 2025
27368 Via Industria
Suite 200
Temecula, CA 92590
T 951.587.3500 | 800.755.6864
F 951.587.3510
www.willdan.com
705

ENGINEER'S REPORT AFFIDAVIT
City of Palm Desert
President’ Plaza III
Property and Business Improvement District
City of Palm Desert
Riverside County, State of California
This Report describes the District and defines improvements, budget and method of assessment apportionment, and the parcels to be levied for Fiscal Year 2025/2026 as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Riverside County Assessor’s maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.

Dated this ____________ day of ______________, 2025.

Willdan Financial Services
Assessment Engineer
On Behalf of the City of Palm Desert
By: ________________________________
Daniel Louie, Project Manager
District Administrative Services
By: ________________________________
Tyrone Peter
P.E. # C 81888
706

TABLE OF CONTENTS
OVERVIEW ....................................................................................... 1 Introduction ................................................................................................. 1 District Renewal Process ........................................................................... 2 DESCRIPTION OF THE DISTRICT .................................................. 3 District Boundary ........................................................................................ 3 Improvements and Activities ..................................................................... 3 Special Benefits of the Improvements and Activities .............................. 4 METHOD OF APPORTIONMENT ..................................................... 6 Method of Apportionment Rationale ......................................................... 6 Parking Lot Improvements and Services ................................................. 6 Method of Apportionment Calculations .................................................... 6 Apportionment of Direct Costs ................................................................. 6 Apportionment of Indirect (Administration/Reserve) Costs ...................... 7 Total Annual Assessment ........................................................................ 8 Annual Budget Adjustments .................................................................... 8 DESCRIPTION OF BUDGET ITEMS IN TABLE 4 ............................ 9 Direct Benefit Costs .................................................................................... 9 Indirect Benefit Costs (Administration/Reserves) ................................... 9 Levy Breakdown ....................................................................................... 10 District Statistics....................................................................................... 10 District Budget .......................................................................................... 11 APPENDIX A —ASSESSMENT DIAGRAM ................................... 13 APPENDIX B —ASSESSMENT ROLL ........................................... 15 707
2025/2026 President’s Plaza III Property and Business Improvement District Page 1 Overview
Introduction
The City of Palm Desert (“City”) formed and established the President’s Plaza III Property and Business Improvement Assessment District (“District”) beginning in Fiscal Year 2001/2002 to provide improvements and activities that confer special benefits upon real property within the boundaries of the District. The District was established and levied pursuant to Property and Business Improvement District Law of 1994, Part 7 of Division 18 of the California Streets and Highways Code (“Act”). Pursuant to the Act, property owners within the District submitted a signed petition requesting formation of the District.

The District was successfully formed for a term of five years and a maximum assessment was approved by the property owners through an assessment ballot proceeding, conducted according to provisions of the California Constitution Article XIIID (“Proposition 218”). Fiscal Year 2005/2006 was the fifth year of the term of the District. Under the provisions of the Act, the property owners within the District may renew the District for a maximum term of ten (10) years. Pursuant to the Code, and the provision of the California Constitution, the property owners within the District approved the continuation of the District and assessment for an additional five years and on July 8th, 2021 the City authorized the funding for improvements and activities authorized within the District for a period of five years (Fiscal Years 2021/2022 through 2025/2026).

This combined Management District Plan and Engineer’s Report hereinafter referred to as “Plan” or “Report”, is presented in accordance with the provisions of the Property and Business Improvement District Law of 1994, Streets and Highways Code Section 36600 et. seq., hereinafter referred to as the “Act.” This is the Management District Plan required by Section 36622 of the Act, for the formation and continued establishment of the President’s Plaza III Property and Business Improvement District hereinafter referred to as “District” or “PBID III”, to fund services and activities to improve and convey special benefits to properties located within the boundaries of the District.

This Report describes the District, improvements and activities, method of apportionment, the proposed assessments for the current fiscal year, and the maximum assessment proposed for the five-year duration of the renewed District. The proposed assessments are based on the estimated cost to provide the improvements, activities, and operations that provide a direct and special benefit to properties within the District. The costs of improvements, activities, and operations include all expenditures, deficits, surpluses, revenues, and reserves. The word “property,” for the purposes of this Plan, refers to real property situated within the District, and identified as an individual property or parcel assigned its own Assessor’s Parcel Number (APN) by the County of Riverside Assessor’s Office. The County of Riverside Auditor/Controller uses APNs to identify on the tax roll parcels and properties assessed for taxes, special assessments, and fees and charges. 708
2025/2026 President’s Plaza III Property and Business Improvement District Page 2 District Renewal Process
A written petition of the property owners within the District, representing more than 50 percent of the proposed assessment to be levied was submitted to the Palm Desert City Council to initiate formation proceedings. The City Council initiated proceedings for the formation of the District by adopting a resolution expressing its intention to form the District. The resolution of intention referenced the Engineer’s Report and the Management District Plan, and noticed the time and place of a public hearing on the formation of the District and levy of assessments.

Within 90 days of adopting the resolution of intention, the City Council held a public hearing on the matter of formation, and caused notice to the property owners pursuant to Section 54954.6 of the Government Code. Public notices and assessment ballots (property owner protest ballots) were mailed to each property owner at least 45 days prior to the public hearing pursuant to Article XIIID of the California Constitution.

At the public hearing, the City Council provided the public and property owners with an opportunity to provide oral protests and written protests prior to the adoption of the Engineer’s Report and the Management District Plan. Pursuant to the California Constitution Article XIIID, the City Council tabulated property owner assessment ballots received from property owners to determine whether a majority protest existed. It was determined and declared by resolution that majority protest did not exist, then the property owners confirmed and approved the assessments.

If the City Council has appointed an owner’s association for the District, this owner’s association shall make yearly recommendations to the City Council on the expenditures of revenue derived from the levy of assessments and on the classification of properties as applicable. This owner’s association shall cause to be prepared a report each fiscal year for which assessments are to be levied and collected. Said annual report shall be filed with the City Clerk and shall contain: any proposed changes to the district boundary; the improvements and activities to be provided that year; the estimated costs for that year; the method of assessment; the amount of any surplus or deficit; and contributions from other sources. The City Council may approve the report as submitted or as modified. 709
2025/2026 President’s Plaza III Property and Business Improvement District Page 3 Description of the District
District Boundary
The District consists of all parcels located in the commercial business area known as the President’s Plaza III within the City of Palm Desert, County of Riverside. The District includes sixteen (16) assessed commercial parcels.

The boundary of the District and the parcels therein are generally located South of Palm Desert Drive at Highway 111; North of El Paseo; West of Sage Lane; and East of Old Highway 74, and includes the Palm Desert Parking Lot – a lease parcel to the City of Palm Desert located South of Highway 111; East of New Highway 74; and West of Old Highway 74.

Improvements and Activities
In an effort to enhance and improve business opportunities and the appearance of the area known as the President’s Plaza III, the Agency provided funds for the renovation and capital improvement of the parking lot and landscaped areas related to this commercial business center. In conjunction with this renovation, President’s Plaza III Property and Business Improvement District was formed in to provide and ensure the continued operation and maintenance of the improvements after the renovations had been completed. It has been determined that all the properties within the District receive special and distinct benefits from the improvements and activities to be funded through the assessments. The improvements include the necessary activities, services, operations, administration, and maintenance required to keep the improvements in satisfactory condition including all necessary labor, material, and equipment. The services may include, but are not limited to, regular maintenance, repair, removal or replacement of all or any part of the improvements including removal of trimmings, rubbish, debris and other solid waste; and, providing for the growth, health and beauty of landscaping and lighting including cultivation, trimming, spraying, fertilizing or treating for disease or damage as well as supplying necessary irrigation and electrical energy. The specific improvements and activities include:
 Parking lot landscaped areas: including, but not limited to, ground cover, shrubs, trees, plants, irrigation, and drainage systems and associated appurtenant facilities;
 Parking lot lighting facilities: including, but not limited to, bulbs, fixtures, poles, wiring, and electrical energy; and,
 Debris removal: including, but not limited to, regular mechanical sweeping of the parking lot.

The costs associated with the improvements are equitably spread among the benefiting parcels within the District utilizing the method of apportionment described in the Method 710
2025/2026 President’s Plaza III Property and Business Improvement District Page 4 of Apportionment section of this Report. The total funds collected shall be dispersed and used for the services and operations provided to the District.

Special Benefits of the Improvements and Activities
Assessed properties within the District receive special benefits from one or more of the improvements and activities funded through the District assessments. Specifically, lighting and landscaping amenities within the parking lot, and regular sweeping of the parking lot.

The special benefits of lighting (parking lot lights) are the convenience, safety, and security of property, improvements, and goods. Specifically:

1. Enhanced deterrence of crime and aid police protection;

2. Increased nighttime safety for patrons and employees;

3. Improved visibility for pedestrians and motorists;

4. Improved ingress and egress to property;

5. Reduced vandalism and other criminal acts and damage to improvements or property;

6. Enhanced aesthetic appeal of the parking area and the properties that are associated with the parking area;

7. Increased promotion of business activities and opportunities during nighttime hours; and,

8. The special enhancement to the value of property, which results from the above benefits.

The benefits associated with landscaped islands and medians within the parking lot are specifically:

1. Improved aesthetic appeal of the parking area and nearby parcels;

2. Improved dust control;

3. Enhanced adaptation of the urban environment within the natural environment;

4. Improved traffic circulation;

5. A positive representation of the businesses within the District;

6. Centralized locations for refuse collection facilities; and,

7. The special enhancement to the value of property, which results from the above benefits.

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2025/2026 President’s Plaza III Property and Business Improvement District Page 5 Parking lot sweeping is an essential and necessary activity for all properties—particularly commercial properties. This improvement is funded through the assessments solely for the special benefit of properties within the District. The benefits associated with this service are:

1. Enhanced aesthetic appeal of the parking area and the properties that are associated with the parking area;

2. Improved dust control;

3. The special enhancement to the value of property, which results from the above benefits.

The on-going operation and maintenance of the landscaping, lighting, and sweeping improvements provide no measurable general benefit to other properties outside the District or to the public at large. Therefore, these improvements and the corresponding assessments have been identified as 100% special benefit to parcels within the District. 712
2025/2026 President’s Plaza III Property and Business Improvement District Page 6 Method of Apportionment
Method of Apportionment Rationale
The costs of the District improvements have each been apportioned by a formula and method, which fairly distributes the net amount to be assessed among all assessed parcels in proportion to the estimated special benefits to be received by each parcel from the improvements.

Parking Lot Improvements and Services
All assessed parcels within the President’s Plaza III PBID have use of, and access to, a centralized parking facility (lot) that provides access, parking, and delivery areas for the businesses and parcels within the District. Because the parking area is a centralized facility used and accessed by all properties within the District, each parcel’s benefit is based on the size of such parcel. Therefore, it has been determined that a fair and reasonable reflection of each parcel’s benefit for the parking lot improvements shall be based on the approximate size, in square feet, of each parcel.

Method of Apportionment Calculations
The Total Direct Costs of the parking lot improvements and services are apportioned to each parcel within the District based on each parcel’s lot size in square feet. In addition to a parcel’s Total Direct Cost, each parcel is assessed for District administration expenses and a reserve fund collection (Indirect Costs). The Indirect Costs for each parcel have been apportioned in the same manner as Total Direct Costs. Therefore, each parcel’s Total Annual Assessment is the sum of its proportionate share of the Total Direct Costs and Total Indirect Costs.

Apportionment of Direct Costs
The Total Direct Costs estimated for parking lot improvements and services (maintenance) are based on the estimated annual costs to maintain the landscaping, lighting, and mechanical sweeping of the parking lot within President’s Plaza III. The Total Direct Costs are divided by the sum of the square footage of all parcels within the District in order to establish a rate per parcel square foot. This rate multiplied by each parcel’s square footage equals the parcel’s proportionate share of the parking lot maintenance costs (rounded to the nearest even penny). The rate provided in Table 1 is for Fiscal Year 2025/2026 only. Please refer to the District Budget (Table 4) for a recent history of assessment rates. Ongoing operations beyond Fiscal Year 2025/2026 will require district renewal.

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2025/2026 President’s Plaza III Property and Business Improvement District Page 7 Total Direct Cost / Total Square Footage = Rate per Square Foot Rate x Parcel Square Footage = Direct Cost Assessment Component Table 1: Direct Cost Proposed Assessment and Rate
Proposed
Direct Costs for
FY 2025/2026
Proposed Rate
(per Square Foot)
for FY 2025/2026
Fifth Fiscal Year Maximum $35,711 $0.0788
Apportionment of Indirect (Administration/Reserve) Costs To ensure the improvements, activities, and services provided and funded through the District are continued, each parcel will be assessed for administrative and reserve costs (Indirect Costs). These Indirect Costs include all expenses related to the administration of the District as well as the collection of money towards a Reserve Fund. The Reserve Fund Collection is proposed to be slightly above twenty percent (20.13%) of the annual Total Direct Costs of the District.

Similar to the method of apportionment for Total Direct Costs, the District’s indirect costs are apportioned to each parcel based on each parcel’s lot size in square feet. The rate provided in Table 2 is for Fiscal Year 2025/2026 only. Please refer to the District Budget (Table 4) for a recent history of assessment rates. Ongoing operations beyond Fiscal Year 2025/2026 will require district renewal.

Total Indirect Cost / Total Square Footage = Rate per Square Foot Rate x Parcel Square Footage = Indirect Cost Assessment Component Table 2: Indirect Cost Proposed Assessment and Rate
Proposed
Indirect Costs
for FY 2025/2026
Proposed Rate
(per Square Foot)
for FY 2025/2026
Fifth Fiscal Year Maximum $16,080 $0.0354
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2025/2026 President’s Plaza III Property and Business Improvement District Page 8 Total Annual Assessment
Each parcel’s Total Annual Assessment is the sum of their proportionate share of the Direct Costs and Indirect Costs. The preceding description of the method of apportionment outlines the estimated cost and rates applied for the District in Fiscal Year 2025/2026. The rate provided in Table 3 is for Fiscal Year 2025/2026 only. Please refer to the District Budget (Table 4) for a recent history of assessment rates. Ongoing operations beyond Fiscal Year 2025/2026 will require district renewal.

Direct Cost Rate + Indirect Cost Rate = Total Rate per Square Foot Total Rate x Parcel Square Footage = Total Parcel Assessment Table 3: Total Cost Proposed Assessment and Rate
Fifth Fiscal Year
Proposed Direct
Costs for
FY 2025/2026
Proposed Rate
(per Square Foot)
for FY 2025/2026
Direct Costs Maximum $35,771 $0.0788
Indirect Costs $16,080 $0.0354
Total Costs Maximum $51,852 $0.1142
Annual Budget Adjustments
For the five years of the term of the PBID III renewal, annual assessments may be adjusted by the President’s Plaza III PBID owners’ association up to three percent (3%) per year. Actual annual adjustments may range from zero percent (0%) to three percent (3%). Adjustments may differ from year to year depending on the service needs identified by the owners’ association. In any event, assessments will not exceed the levels illustrated by the District Budget (Table 4).

Any annual budget surplus or deficit will be accrued into the following year’s PBID budget.

Assessments will be set accordingly, within the constraints of the annual adjustment, to adjust for surpluses or deficits that are carried forward. 715
2025/2026 President’s Plaza III Property and Business Improvement District Page 9 Description of Budget Items In Table 4
Direct Benefit Costs
Sweeping Services: Weekly cleaning of the parking lot and gutters using a contracted, mechanized service.

Landscape Contract Maintenance: Includes all regularly scheduled labor, material (e.g. pipe, fertilizer, insecticides), and equipment required to properly maintain and ensure the satisfactory condition of all landscaping, irrigation and drainage systems, and appurtenant facilities. All landscaping improvements within the District are contracted for maintenance and service on a regular basis. The frequency and specific maintenance and operations required within the District will be determined by City staff.

Lighting Repair and Maintenance: This item includes repairs that are not normally included in the yearly maintenance contract costs. This may include repair of damaged amenities due to vandalism and storms, as well as planned upgrades, which could include replacing lighting materials or renovation of lighting systems.

Landscape Repair and Maintenance: This item includes repairs that are not normally included in the yearly maintenance contract costs. This may include repair of damaged amenities due to vandalism and storms, as well as planned upgrades, which could include replacing plant materials or renovation of irrigation systems.

Landscape Utilities -Water: Utility cost to furnish water for required landscape irrigation.

Street Lighting Utilities - Electric: The furnishing of electricity required for the operation and maintenance of the lighting facilities. The City contracts for the furnishing of its electricity for street lighting, which includes normal maintenance and bulb replacement.

This cost does not include repairs or replacement of damaged facilities due to vandalism, accidents, or storms.

Landscape Utilities - Electric: Utility cost for furnishing of electricity required for the operation of the irrigation systems and landscape maintenance.

Indirect Benefit Costs (Administration/Reserves)
District Administration: The cost to all departments and staff of the City, for providing the coordination of District services, operations, and maintenance of the District, response to public concerns and education, and procedures associated with the levy and collection of assessments. This cost also includes contracting with professionals to provide additional administrative, legal, or engineering services specific to the District.

County Administration Fee: This is the actual cost to the District for the County to collect District assessments on the property tax bills. This charge is based on a flat rate per fund number, which is $87.23 for FY 2024/2025 (at the time of this report FY 2025/2026 rates were not available).

County Per Parcel Fee: This is the cost for the County to collect assessments on the property tax bills. This charge is on a per assessment basis at $0.36 per assessment for 716
2025/2026 President’s Plaza III Property and Business Improvement District Page 10 FY 2024/2025 (at the time of this report FY 2025/2026 rates were not available) and is in addition to the County Administration Fee.

Operating Reserve Fund Collection: The Operating Reserve Fund provides for collection of funds to operate the District, for each fiscal year, from the period of July 1 through January when the County provides the City with the first installment of assessments collected from the property tax bills. The Operating Reserve Fund eliminates the need for the City to transfer funds from non-District accounts to pay for District charges during the first half of each fiscal year. The Operating Reserve Fund may also be used to offset any unforeseen costs such as repairs, legal fees, revenue deficits, or increased costs due to inflation or contractual agreements that are greater than originally planned. The Operating Reserve Fund Collection amount is slightly less than three percent (2.80%) of the annual Total Direct Costs of the District in Fiscal Year 2025/2026.

Parking Lot Maintenance Fund Collection: The Parking Lot Maintenance Fund provides funds for the sealing and re-striping of the parking lot after the fourth year of the renewal term. The parking lot was last refurbished during December 2005, for which, the District’s cost of sealing and re-striping the parking lot was $27,200 (15.5 cents per square foot multiplied by 175,520 square feet of surface area) and the cost of repairs within the parking lot was $24,300 (for 8,500 square feet of surface area); for a total cost of $51,500.

In anticipation of future refurbishment and necessary periodic repairs, the parking lot maintenance fund has been established, and is funded by a predetermined amount every Fiscal Year.

Insurance: This line item supports insurance costs for the operation of the District.

Levy Breakdown
Total District Costs: This is the sum of all budgeted Direct and Indirect costs.

District Statistics
Total Parcels: The total number of parcels within the District.

Total Parcels to Levy: The total number of parcels within the District to be assessed.

Non-assessed lots or parcels include easements, communal areas, and parcels within the boundaries of the District, that currently do not benefit from the improvements, which are excluded in the Total Parcels to Levy.

Total Parcels Square Footage: This is the sum of the assessed parcels’ square footage applied to each assessed parcel within the District.

Levy Rate per Direct Costs per Square Foot: This amount represents the Rate for Direct Costs applied to each assessed parcel’s individual lot square footage. The Levy Rate per Direct Costs is the result of dividing the estimated Total Direct Costs for that year by the sum of the District’s Total Parcels Square Footage. The rate is calculated to four decimal places.
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2025/2026 President’s Plaza III Property and Business Improvement District Page 11 Levy Rate per Indirect Costs per Square Foot: This amount represents the Rate for Indirect Costs applied to each assessed parcel’s individual lot square footage. The Levy Rate per Indirect Costs is the result of dividing the estimated Total Indirect Costs for that year by the sum of the District’s Total Parcels Square Footage. The rate is calculated to four decimal places.

Total Levy Rate per Square Foot: This amount represents the Rate applied to each assessed parcel’s individual lot square footage. The Levy Rate per Square Foot is the result of dividing the estimated Total District Costs for that year by the sum of the District’s Total Parcel Square Footage. The rate is calculated to four decimal places.

District Budget
The District Budget shown on the following table (Table 4), lists the estimated costs of providing the various improvements and services within the District. The costs and the resulting rates for Fiscal Year 2021/2022 through Fiscal Year 2025/2026 are based on the estimated costs to provide the improvements and services for each year. Direct Costs, District and County Administration Costs, and Insurance Costs are adjusted for the three percent (3%) inflation factor.

The owners’ association, appointed by the City Council, will annually review the District Costs, and make recommendations for any changes or adjustments to the budget.

Changes to the budget could result in changes to the annual assessment, but the resulting total assessment may not exceed the maximum rates established in this Report without first obtaining property owner approval through assessment ballot 718
2025/2026 President’s Plaza III Property and Business Improvement District Page 12 Maximum annual assessments for direct costs, district and county administration, and insurance are adjusted by 3% from the previous Fiscal Year for Fiscal Years 2021/2022 through 2025/2026. The PBID Advisory Board will determine the amount of any actual increase for those years which may not exceed 3% per year. (1) FY 2025/2026 Actual and Maximum Proposed Assessments are the same.

Sources: City of Palm Desert; Willdan Financial Services Table 4: Five Year Budget

Actual Proposed Assessment Maximum Proposed Assessment for Fiscal Years Budget Item FY 2025/2026 2021/2022 2022/2023 2023/2024 2024/2025 2025/2026 Direct Costs
Sweeping Services $7,014 $6,232 $6,419 $6,611 $6,810 $7,014 Landscape Contract Maintenance 7,891 7,011 7,221 7,438 7,661 7,891 Lighting Repair & Maintenance 2,104 1,870 1,926 1,983 2,043 2,104 Landscape Repair & Maintenance 6,137 5,453 5,616 5,785 5,959 6,137 Landscape Utilities - Water 3,507 3,116 3,209 3,306 3,405 3,507 Street Lighting Utilities - Electric 8,241 7,322 7,542 7,768 8,001 8,241 Landscape Utilities - Electric 877 779 802 826 851 877
Subtotal Direct Costs $35,771 $31,783 $32,735 $33,717 $34,730 $35,771 Indirect Costs
District Administration $6,137 $5,453 $5,616 $5,785 $5,959 $6,137 County Administration 114 101 104 107 110 114
Operating Reserve Fund Collection 1,000 1,000 1,000 1,000 1,000 1,000 Parking Lot Maintenance Fund Collection 6,200 6,200 6,200 6,200 6,200 6,200 Insurance 2,630 2,337 2,407 2,479 2,554 2,630
Subtotal Indirect Costs $16,080 $15,091 $15,327 $15,570 $15,824 $16,080 Levy Breakdown
Total District Costs $51,852 $46,873 $48,062 $49,287 $50,554 $51,852 Balance to Levy $51,852 $46,873 $48,062 $49,287 $50,554 $51,852 District Statistics
Total Parcels 16 16 16 16 16 16
Total Parcels To Levy 16 16 16 16 16 16
Total Parcels Square Footage 453,956 453,956 453,956 453,956 453,956 453,956 Levy Rate per Direct Costs per Sq Ft $0.0788 $0.0700 $0.0722 $0.0742 $0.0766 $0.0788 Levy Rate per Indirect Costs per Sq Ft $0.0354 $0.0332 $0.0338 $0.0342 $0.0348 $0.0354 Total Levy Rate per Square Foot $0.1142 $0.1032 $0.1058 $0.1086 $0.1114 $0.1142 Operating Reserve Fund Balance
Previous Balance $17,066 $13,066 $14,066 $15,066 $16,066 $17,066 Transfer In 1,000 1,000 1,000 1,000 1,000 1,000
Ending Balance $18,066 $14,066 $15,066 $16,066 $17,066 $18,066 Parking Lot Maintenance Fund Balance
Previous Balance $97,742 $72,942 $79,142 $85,342 $91,542 $97,742 Transfer In 6,200 6,200 6,200 6,200 6,200 6,200
Ending Balance $103,942 $79,142 $85,342 $91,542 $97,742 $103,942

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2025/2026 President’s Plaza III Property and Business Improvement District Page 13 Appendix A —Assessment Diagram
The Assessment Diagram for the District is on the following page and is inclusive of all parcels identified on the County of Riverside Assessor’s Parcel Maps as Book 627, Page 192. The Assessment Diagram will be kept on file with the City Clerk of the City of Palm Desert.
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2025/2026 President’s Plaza III Property and Business Improvement District Page 14 721
2025/2026 President’s Plaza III Property and Business Improvement District Page 15 Appendix B —Assessment Roll
Parcel identification, for each lot or parcel within the District, shall be the parcel as shown on the County Assessor’s Map for the year in which this Report is prepared.

The Assessment Roll, which includes a listing of parcels assessed within this District, along with their assessment amounts, is shown in Table 5.
(1) Actual & Maximum Proposed Assessments may not match due to rounding. (2) Variance from Balance to Levy on Table 4 due to rounding.

Sources: Riverside County Secured Roll; Willdan Financial Services Table 5: Assessment Roll
Asmt No.

Assessor Parcel
Number Situs Address
Area Square
Footage
Proposed
Assessment for FY
2025-2026
(1)
Maximum Proposed
Assessment for
FY 2025-2026
(1) (2)
1 627-192-006 73175 HIGHWAY 111 11,000 $1,256 $1,256
2 627-192-009 73211 HIGHWAY 111 10,933 1,249 1,249
3 627-192-014 73100 EL PASEO 33,940 3,877 3,877
4 627-192-020 73160 EL PASEO 11,980 1,368 1,368
5 627-192-021 73170 EL PASEO 11,958 1,366 1,366
6 627-192-022 73180 EL PASEO 11,936 1,363 1,363
7 627-192-023 73190 EL PASEO ST 11,814 1,349 1,349
8 627-192-024 73200 EL PASEO 35,741 4,082 4,082
9 627-192-033 73241 HIGHWAY 111 43,560 4,976 4,976
10 627-192-034 73101 HIGHWAY 111 45,738 5,224 5,224
11 627-192-035 73125 HIGHWAY 111 46,173 5,274 5,274
12 627-192-036 73040 EL PASEO 17,424 1,990 1,990
13 627-192-037 73080 EL PASEO 34,848 3,980 3,980
14 627-192-038 73155 HIGHWAY 111 44,431 5,075 5,075
15 627-192-039 73185 HIGHWAY 111 21,932 2,505 2,505
16 627-192-040 73130 EL PASEO 60,548 6,916 6,916

Total (2) 453,956 $51,852 $51,852
722

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: June 26, 2025
PREPARED BY: Anthony J. Mejia, City Clerk
SUBJECT: INTRODUCTION OF AN ORDINANCE AMENDING PALM DESERT MUNICIPAL CODE SECTION 2.34.050 RELATED TO ADVISORY BODY

OFFICERS
RECOMMENDATION:

1. Introduce an ordinance entitled “AN ORDINANCE OF THE CITY COUNCIL OF THE CITY

OF PALM DESERT, CALIFORNIA, AMENDING PALM DESERT MUNICIPAL CODE SECTION 2.34.050 RELATED TO ADVISORY BODY OFFICERS.”

2. Direct the City Clerk to immediately implement the policy that advisory body chairperson and vice chairperson positions shall rotate annually. No member may serve consecutive terms in the same officer position, in order to provide broader opportunities for members to serve in leadership roles.

BACKGROUND/ANALYSIS:

At the June 12, 2025, City Council meeting, Councilmember Pradetto, supported by Mayor Harnik, requested an amendment to the Palm Desert Municipal Code to require that advisory body chairperson and vice chairperson positions rotate annually, in order to provide broader opportunities for members to serve in leadership roles.

Because ordinances take effect 30 days after their second reading, it is recommended that the City Council also provide policy direction to implement this change effective immediately.

Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

There is no financial impact associated with this action.

ATTACHMENT:

1. Draft Ordinance
723
724
ORDINANCE NO. ____

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, AMENDING PALM DESERT MUNICIPAL CODE SECTION 2.34.050 RELATED TO ADVISORY BODY OFFICERS

THE CITY COUNCIL OF THE CITY OF PALM DESERT DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. Amendment to Municipal Code. Palm Desert Municipal Code Section 2.34.050(A), Officers, is hereby amended to read as follows:

Officers. At the first meeting following July 1st, appointed bodies shall elect a chairperson and vice chairperson for a one-year term. The chairperson shall preside over all meetings. The vice chairperson shall preside in the chairperson's absence. In the chairperson's and vice chairperson's absence, the appointed body may designate a presiding officer. Vacancies in either the chairperson or vice chairperson position occurring prior to July may be chosen at any time by a majority vote of the appointed body.

The chairperson and vice chairperson positions shall rotate annually. No member may serve consecutive terms in the same officer position, in order to provide broader opportunities for members to serve in leadership roles.

ADOPTED ON ___________________, 2025.

JAN C. HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
725
Ordinance No. _____ Page 2
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, California, do hereby certify that Ordinance No. ____ is a full, true, and correct copy, and was introduced at a regular meeting of the Palm Desert City Council on _________, 2025, and adopted at a regular meeting of the City Council held on __________, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ____________________.

ANTHONY J. MEJIA

CITY CLERK
726

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: June 26, 2025
PREPARED BY: Anthony J. Mejia, City Clerk
SUBJECT: CLARIFICATION ON THE 2025 STRATEGIC PLAN PROJECT TIMELINE RECOMMENDATION:

Provide direction to staff on whether to maintain the proposed 10-month Strategic Plan timeline or proceed with an 18-month project timeline, with plan adoption occurring after the November 2026 election.

BACKGROUND:

On June 12, 2025, the City Council approved a Professional Services Agreement with Berry, Dunn, McNeil & Parker, LLC (“Berry Dunn”) for the preparation of a new 10-year Strategic Plan.

Berry Dunn was selected following a competitive RFP process, and their proposal includes a comprehensive planning effort designed to conclude by June 2026. At the same meeting, the City Council also approved the use of the National Community Survey (NCS) to support broadbased community engagement.

While there was support for the project’s goals and the consultant team, the City Council expressed concerns about adopting a Strategic Plan while the City continues its transition to full district-based governance. With Councilmembers for Districts 1, 2, and 3 elected in 2024, and Council representation for Districts 4 and 5 scheduled for November 2026, some Councilmembers preferred to begin the process after all five districts are represented. Ultimately, the Council agreed to proceed with the planning and engagement process now but to delay adoption of the final Strategic Plan until after the November 2026 election.

ANALYSIS:

Although the City Council approved the contract on June 12, 2025, execution was postponed in anticipation of scope and cost adjustments resulting from the revised project timeline. Berry Dunn is currently evaluating how this change will affect its work plan and fee structure. While specific revisions have not been finalized, anticipated impacts include:
 Additional project management and facilitation hours
 Extended stakeholder engagement and plan revision periods The updated project timeline and cost estimate will be included in the supplemental materials distributed and posted prior to the June 26, 2025, City Council meeting.

Staff Recommendation:

While respecting Council’s concerns regarding governance timing, staff recommends proceeding with the original 10-month engagement timeline. Although the City has continued to advance major initiatives without reference to the 2014 Strategic Plan, this effort provides an opportunity to 727
City of Palm Desert
2025 Strategic Plan Contract – Project Timeline

proactively define shared priorities, integrate recent achievements, and guide decision-making in a more deliberate and coordinated manner.

Delaying adoption until after the November 2026 election may result in the loss of momentum and institutional knowledge. It also places newly elected Councilmembers in the challenging position of being asked to adopt a 10-year plan before fully understanding the City’s operations, priorities, and stakeholder perspectives.

To ensure that both current and future City Councils have a continuous and active role in shaping and aligning the Strategic Plan with the evolving needs of the community, staff proposes the following framework of structured check-ins. This approach integrates the annual Goal Setting process as a mechanism to assess progress, adjust priorities, and support long-term alignment:
 February 2026: Goal Setting, following the current practice of soliciting candidate goals from the City Council
 June 2026: Adoption of the Strategic Plan
 November 2026: Election of Councilmembers for Districts 4 and 5  February 2027: Goal Setting aligned with the Strategic Plan (Year 1)  February 2028: Goal Setting aligned with the Strategic Plan (Year 2)  November 2028: Election of Councilmembers for Districts 1, 2, and 3  January 2029: Council Study Session to assess and realign the Strategic Plan based on current conditions and Council composition
 February 2029: Goal Setting aligned with the Strategic Plan (Year 3)  February 2030: Goal Setting aligned with the Strategic Plan (Year 4)  November 2030: Election of Councilmembers for Districts 4 and 5  January 2031: Updated National Community Survey (NCS) results and comprehensive mid-cycle review of the Strategic Plan
 February 2031: Goal Setting aligned with the Strategic Plan and NCS-informed realignment (Year 5)
Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

The existing contract with Berry Dunn totals $128,900, plus $12,890 in contingency funds. Any extension to the timeline will likely require additional funding, with the amount to be determined upon receipt of the consultant’s revised proposal.

ATTACHMENT:

1. 2014 Strategic Plan
728

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: June 26, 2025
PREPARED BY: Veronica Chavez, Director of Finance
SUBJECT: APPROVAL OF RESOLUTIONS RELATED TO THE ADOPTION OF THE FISCAL YEAR 2025-26 FINANCIAL PLAN AND CAPITAL IMPROVEMENT

PROGRAM
RECOMMENDATION:

1. Conduct a Joint Public Hearing and accept public comment on the proposed Fiscal Year 2025-26 City and Housing Authority Financial Plan, including the Capital Improvement Program.

2. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PALM DESERT, CALIFORNIA, ADOPTING THE FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025 THROUGH JUNE 30, 2026 AND CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2025-26 THROUGH 2029-30.”

3. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE FISCAL YEAR 2025-26.”

4. Adopt a Resolution entitled “A RESOLUTION OF THE PALM DESERT HOUSING

AUTHORITY OF PALM DESERT, CALIFORNIA, ADOPTING THE HOUSING AUTHORITY’S FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025 THROUGH JUNE 30, 2026.”

5. Adopt a Resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, RESCINDING AND REPLACING RESOLUTION NO. 2025 __, ADOPTING

AUTHORIZED CLASSIFICATIONS, ALLOCATED POSITIONS, SALARY SCHEDULE, AND SALARY RANGES INCLUDED HEREIN AND ATTACHED AS “EXHIBIT A” EFFECTIVE JULY 1, 2025”, setting the Fiscal Year 2025-26 Salary Schedules, Salary Ranges, and Allocated Classifications.

6. Approve Fiscal Year 2025-26 Out-of-State Travel List as listed in the attached memorandum.

EXECUTIVE SUMMARY:

Fiscal Year (FY) 2025-26 General Fund Budget
Revenue Expenditures Surplus
$109,743,818 $109,424,005 $319,813
 CIP (Year 1): $67.11 million
 Public Safety Budget: $64.16 million
 No use of reserves for operations
729
City of Palm Desert
Adoption of FY 2025-26 Financial Plan and CIP

BACKGROUND/ANALYSIS:

Budget Overview:

On May 8, 2025, the City Council held a study session to discuss the Operating Budget, Capital Project priorities, Five-Year Projections, and the estimated revenues and expenditures for the upcoming Fiscal Year 2025-26 Financial Plan. City Council provided feedback and general comments to staff for inclusion in the final budget submission.

The Fiscal Year 2025-26 proposed Financial Plan reflects resource allocations consistent with City policies, goals, and priorities. It also communicates to our residents and staff an action plan for the upcoming fiscal year, which includes program goals and the standards by which the delivery of services to the public will be measured. The Operating Budget is developed in alignment with the 2025 City Council Goals and Priorities and identified community needs.

General Fund:

The General Fund supports core City services such as:
 Police Services
 Administration
 Public Works
 Parks
 Planning & Development Services
 Economic Development
 Fire (partially)
Revenue Increase:

FY 2025-26 General Fund revenues are projected at $109,743,818 compared to the current fiscal year’s original revenue estimate of $83,222,877. Revenue estimates have been adjusted slightly following the May Budget Study Session to account for an update on Measure G Revenue Projections from our Sales Tax Consultant, resulting in an additional $300,000.  Up 31.9% from prior year, driven by Measure G sales tax and property tax. 730
City of Palm Desert
Adoption of FY 2025-26 Financial Plan and CIP

Expenditure Increase:

The proposed General Fund operating expenditure budget is $109,424,005 compared to the current fiscal year’s approved original budget of $83,063,012. Expenditures have been adjusted slightly to account for the increased allocations to Outside Agency Funding, offset by a small decrease in estimated staff costs.
 Up 31.8% over prior year, primarily due to public safety costs, personnel services, and Measure G implementation.

Sales Tax
23%
District Tax
22%
TOT and STR's
21%
Property Tax
12%
Franchise Fees
3%
Timeshare
Mitigation
2%
Business
License Tax
1%
Transfers In
2%
Permits/Fees
3%
State
Payments
5%
Interest and
Rents
5%
Other
Revenue1%
FY 2025-26

GENERAL FUND REVENUES
$109,743,818
731
City of Palm Desert
Adoption of FY 2025-26 Financial Plan and CIP

*All other departments are 0-1%
The General Fund budget supports the daily services residents rely on, including:
 Police protection and public safety
 Street and park maintenance
 Planning, building, and code enforcement
 Recreational programs and community services
These services will continue without cuts or reduction in quality.

Measure G Summary:
 FY 2025-26 is the first full year of Measure G sales tax revenues.  Projected Funds have been allocated per the Five-Year Spending Plan.  Supports public safety, infrastructure, and service enhancements.

Capital Projects
2%
Finance and
Audit
3%
General
Services
5%
IT
4%
Interfund
Transfers
25%
Police Services
26%
Public Works
2%
Streets
3%
Marketing
2%
Economic Dev
2%
Community Dev
Parks and Rec 2%
2%
Landscape
Services
3%
Contributions
2%
City Council
City Clerk
Legislative Advocacy
Elections
Legal
City Manager
Capital Projects
Finance and Audit
Human Resources
General Services
Information Technology
Unemployment Insurance
Insurance
Interfund Transfers
Police Services
Community Safety
Homelessness Service
FY 2025-26

GENERAL FUND EXPENDITURES
$109,424,005
732
City of Palm Desert
Adoption of FY 2025-26 Financial Plan and CIP

Capital Improvement Program (CIP):

The proposed FY 2025-26 CIP totals $67.11 million and contains key infrastructure projects funding such as:
 Fire Station 102 and Fire Stations 33/71 Renovation/Rehabilitation  Palm Desert Library
 Public Facility Upgrades
 Funding Sources: General Fund, Measure G, Measure A, and other restricted funds  Aligns with 2025 City Council Goals and Priorities
 General Plan Consistency confirmed by the Planning Commission - May 20, 2025 733
City of Palm Desert
Adoption of FY 2025-26 Financial Plan and CIP

Public Safety:

One of the City’s overall largest expenditures is the cost of public safety services. It is also the largest General Fund expenditure even though the General Fund is not the only funding source.

The City Council’s commitment to the Measure G Five-Year Plan further demonstrates their commitment to the public safety of our residents and citizens.

The other main funding source for public safety is the Fire (Special) Fund. The portion of Fire services paid from the Fire Fund is derived from structural fire tax credits from the County fire taxes assessed by the City, reimbursements from other Cove Community Cities for the City’s ladder truck, and emergency medical services cost recovery fees. Measure G Funds have also been allocated to support Fire Services and Projects. The budget anticipates completion of construction and making Fire Station 102 operational by April/May 2026.

The following table illustrates the total public safety request and the allocated funding sources.  Total Cost: $64.16 million
 General Fund Share: 36% of General Fund budget
 Fire Station 102 Completion: May 2026
Other Governmental Funds:

The City’s Financial Plan (Exhibits 1 and 2) includes many ‘governmental funds’ other than the General Fund. The monies collected and expended from these funds are generally set aside for the purpose identified by the fund or are restricted to specific uses.

Total Budget: $144.2 million across all Other Funds, such as:
 Transportation
 Parks & Drainage
 Housing Mitigation
 Public Art & Childcare Facilities
 Enterprise Funds (e.g., Desert Willow, Parkview Office) Public Safety Total Request General Fund Special Fund
Police Service 28,713,628 28,373,878 339,750
Communit y Safet y and Count y EMS 220,084 220,084
Homelessness Services* 445,000 445,000
Fire Services** 34,783,794 10,425,000 24,358,794
Total Public Safety $64,162,506 $39,018,962 $25,143,544 * Paid by PLHA grant and opioid settlem ent funds
*Paid by Fire and General Fund (inc ludes Capital Costs) Dist ribut ion
734
City of Palm Desert
Adoption of FY 2025-26 Financial Plan and CIP

 Internal Service, Debt Service, and Assessment Districts  Housing Authority
Appropriations Limit (State Imposed Spending Cap):

Article XIII B of the California Constitution limits local government appropriations annually. For FY 2025-26, Palm Desert’s calculated limit is $194,068,627. The appropriations requested within the FY 2025-2026 Financial Plan, subject to the limit, are well below the maximum allowed expenditures.
 FY 2025-26 Limit: $194,068,627
 GF Budgeted Appropriations: At $109.4 million we are well within the legal limit Staff Allocation and Out of State Travel:

In alignment with Section 2.52 of the Municipal Code, the City Council routinely adopts a resolution authorizing its classification groups, allocated positions, and the salary schedule with the Financial Plan. These resolutions operationalize that authority by specifying:
 What positions can exist
 How employees are classified
 What their salaries will be
 Gives the City Manager authority to modify if necessary for business, within budget The City’s Travel Policy requires that all Out of State travel be approved by the City Council at a public meeting. The list of anticipated conference, seminar, and travel for each department in FY 2025-26 has been included in this packet. Any out of state travel not included on the list will have to be requested individually (via staff report) prior to any costs being incurred.

Conclusion:

This FY 2025-26 Financial Plan contemplates that the City will continue to contract for services in its efforts to be fiscally prudent and constrain ongoing costs. Staff will continue to look for areas where cost savings can be achieved while maintaining expected service levels.

During the year, the City Manager may authorize intra- and inter-departmental adjustments as well as intra- and inter-fund adjustments, to meet City needs, provided such adjustments do not exceed the approved total budget. Staff will continue to monitor revenues and expenditures and will report any new information or needed modifications to the City Council throughout the year.

Staff recommends the approval of the City’s and Housing Authority’s FY 2025-26 Financial Plan and Capital Improvement Program as presented, in addition to all other required documents. 735
City of Palm Desert
Adoption of FY 2025-26 Financial Plan and CIP

FINANCIAL IMPACT:

The FY 2025-26 Financial Plan, as presented, results in a revenue surplus, does not require the use of Reserves for operations, and aligns with the 2025 City Council Goals.

The anticipated General Fund Balance at FYE June 30, 2025 is estimated to be $99.4 Million. $76 million of that balance must be maintained as committed and assigned reserves for FY 2025-26, per the policy. Staff will return after summer break to provide additional information during a study session on the 10-year cash flow projections, impact to reserve balance, and potential policy options for consideration. Key takeaways are as follows:
 Projected Surplus as Proposed: $319,813
 No reserves used for operations
 Measure G is fully allocated per plan and reviewed by the Finance Committee  Aligns with the 2025 City Council Goals and Priorities Attachments:

1. Resolution Approving the FY 2025-26 Financial Plan and Capital Improvement Program

2. Resolution Establishing the FY 2025-26 Appropriations Limit

3. Resolution Approving the FY 2025-26 Housing Authority Financial Plan

4. Resolution Approving the FY 2025-26 Staff Allocation Plan and Salary Table

5. FY 2025-26 Out-of-State Travel Memo
736
RESOLUTION NO. 2025-_____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM

DESERT, CALIFORNIA, ADOPTING THE FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025 THROUGH JUNE 30, 2026 AND CAPITAL IMPROVEMENT PROGRAM FOR FISCAL YEARS 2025/2026
THROUGH 2029/2030
WHEREAS, the City Council has received and considered the proposed Financial Plan and Capital Improvement Program submitted by the City Manager on June 26, 2025; and WHEREAS, following notice duly given, the City Council held a public hearing on the proposed Financial Plan.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

Section 1. The amounts shown on Exhibit A, "Estimated Revenues", are hereby accepted as the Estimated Revenues for FY 2025-26 for each fund and revenue source.

Section 2. The amounts shown on Exhibit B, "Appropriations", are hereby appropriated to the departments and activities indicated. The City Manager, or his duly appointed representative, will have the authority to adjust intra- and inter-departmental budgeted line items, as well as inter-fund transfers to facilitate approved projects, provided such adjustments do not exceed the total approved budget, including any additional approved appropriations. If the need arises during the fiscal year, requests for additional appropriations will require approval by the City Council.

Section 3. The amounts shown on Exhibit C, "Capital Improvement Funds Program Summary and Carryovers”, are hereby accepted as continuing appropriations t o FY2025-

26. The amounts included in this exhibit include all unexpended amounts including purchase orders and contracts encumbered on or before June 30, 2025.

Section 4. The City Manager and his designee are hereby authorized, jointly and severally, to utilize General Fund reserves, to the extent needed, to cover any revenue shortfall between revenues and appropriations and to do all things which they deem necessary and proper in order to effectuate the purposes of this Resolution and the transactions contemplated hereby; and any such actions previously taken by such officers are hereby ratified, confirmed and approved.
.

Section 5. That the City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.

ADOPTED ON ________________, 2025.

ATTEST: JAN HARNIK
MAYOR
ANTHONY J. MEJIA

CITY CLERK
737
Resolution No. 2025-________ Page 2
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
738

CATEGORY / FUND
FY 2023-24
Actual
FY 2024-25
Adjusted
FY 2024-25
Projected
FY 2025-26
Proposed
General Fund (110):

1. Sales Tax 25,391,092 23,000,000 24,916,701 24,916,701

2.1% District Tax - 4,000,000 4,000,000 24,300,000

3. Transient Occupancy Tax and Short Term Rentals 23,006,598 22,798,500 22,774,332 22,755,000

4. Property Tax Secured and Unsecured** 9,685,707 12,623,089 12,558,552 12,809,723

5. Franchises (Cable/Gas/Electric/Waste) 3,727,659 3,400,000 3,400,000 3,731,710

6. Timeshare Mitigation Fee* 1,789,418 3,465,702 3,465,702 1,903,014

7. Business License Tax 1,272,190 1,163,000 1,122,955 1,160,000

8. Transfers-In (Traffic Safety, Parkview, Housing, Cannabis, AD's) 737,531 2,680,140 2,680,140 1,902,700

9. Permits/Fees 3,045,399 2,992,998 3,133,013 3,696,439

10. State Payments (VLF, Parking Bail, MV lieu) 5,487,064 5,739,780 6,091,261 5,891,000

11. Interest and Rents 6,903,203 5,362,329 5,149,193 5,256,000

12. Reimbursements and Other Revenue 3,141,718 1,968,682 1,318,655 1,421,531 Totals General Fund $ 84,187,579 $ 89,194,220 $ 90,610,504 $ 109,743,818 Fire Tax Fund (230):

1. Structural Fire Tax 11,402,490 11,402,490 13,045,657 13,045,657

2. Prop. A. Fire Tax (Special Assessment) 2,154,150 2,474,050 2,474,050 2,548,272

3. Reimbursements (Indian Wells & Rancho Mirage share of Ladder Truck, EMS Charges & Others) 6,376,239 4,350,000 5,843,101 4,800,000

4. Interest Income 869,368 500,000 500,000 250,000

5. Transfers In from General Fund 4,600,000 5,000,000 4,600,000 10,150,000

6. Fire Reserves - - - -
Totals Fire Tax Fund $ 25,402,247 $ 23,726,540 $ 26,462,808 $ 30,793,929 TOTAL REVENUE- FIRE AND GENERAL FUND $ 109,589,826 $ 112,920,760 $ 117,073,312 $ 140,537,747

CITY OF PALM DESERT
Estimated Revenues
* Includes gross TOT received from operators. TOT rebates are reported as expenditures.

FY 2025-26
Exhibit A
739

CATEGORY / FUND
FY 2023-24
Actual
FY 2024-25
Adjusted
FY 2024-25
Projected
FY 2025-26
Proposed

CITY OF PALM DESERT
Estimated Revenues
FY 2025-26
Traffic Safety Fund (210):

1. Vehicle Fines & Other Revenues $ 1,727 $ 3,000 $ 1,160 $ 1,800

2. Interest $ 239 $ - $ - $ 218
Total Traffic Safety Fund $ 1,966 $ 3,000 $ 1,160 $ 2,018 Gas Tax Fund (211):

1. Gas Tax & Other Revenues $ 2,811,136 $ 2,700,834 $ 2,767,259 $ 2,778,663

2. Interest $ 199,602 $ 193,400 $ 193,400 $ 181,977
Total Gas Tax Fund $ 3,010,738 $ 2,894,234 $ 2,260,659 $ 2,960,640 Measure A Fund (213):

1. Sales Tax & Other Revenues $ 3,665,197 $ 3,328,000 $ 3,296,000 $ 3,129,000

2. Intergovernmental $ 121,088 $ - $ - $ -

3. Interest $ 1,030,678 $ 875,600 $ 875,600 $ 939,512
Total Measure A Fund $ 4,816,963 $ 4,203,600 $ 4,171,600 $ 4,068,512 Housing Mitigation Fund (214):

1. Development Fee $ 31,800 $ 49,118 $ 26,079 $ -

2. Other Revenues (Loan / Note Receivable) $ 1,000 $ - $ 3,300 $ -

3. Transfers In $ 30,000 $ - $ - $ -

4. Interest $ 168,971 $ 132,300 $ - $ 126,909
Total Housing Mitigation Fund: $ 231,771 $ 181,418 $ 29,379 $ 126,909 CDBG Block Grant Fund (220):

1. CDBG Block Grant $ 737,446 $ 1,351,359 $ 342,513 $ 1,265,808

2. Reimbursements (Program Income) & Other Revenues $ - $ - $ - $ -

3. Interest $ - $ - $ - $ -
Total CDBG Fund $ 737,446 $ 1,351,359 $ 342,513 $ 1,265,808 PLHA Grant Fund (225)

1. Grants & Other Revenues $ - $ 439,883 $ 439,873 $ 112,562

2. Interest $ 2,715 $ - $ - $ -
Total Child Care Fund $ 2,715 $ 439,883 $ 439,873 $ 112,562 Opioid Settlement Fund (226)

1. Settlement Funds & Other Revenues $ 78,734 $ 403,826 $ 418,921 $ 143,520

2. Interest $ 5,051 $ - $ - $ 4,648
Total Public Safety Grant Fund $ 83,785 $ 403,826 $ 418,921 $ 148,168 Child Care Program (228)

1. Child Care Fee $ 54,200 $ 107,779 $ 47,660 $ -

2. Interest & Other Revenues $ 43,654 $ 28,500 $ 28,500 $ 34,006 Total Child Care Fund $ 97,854 $ 136,279 $ 76,160 $ 34,006 Public Safety Grant Fund (229):

1. Federal Grants $ 86,487 $ 165,000 $ 194,663 $ 194,000

2. State Grants $ - $ - $ - $ -

3. Interest & Other Revenues $ 8,687 $ 12,000 $ 12,000 $ 5,548 Total Public Safety Grant Fund $ 95,174 $ 177,000 $ 206,663 $ 199,548 New Construction Tax Fund (231):

1. Development Fee & Other Revenues $ 265,447 $ 150,302 $ 154,989 $ 276,000

2. Interest $ 95,247 $ 63,700 $ 63,700 $ 73,875
Total New Construction Fund $ 360,694 $ 214,002 $ 218,689 $ 349,875 Drainage Facility Fund (232):

1. Development Fee & Other Revenues $ 54,470 $ 220,000 $ 146,635 $ 70,000

2. Interest $ 47,971 $ 33,500 $ 33,500 $ 36,895
Total Drainage Facility Fund $ 102,441 $ 253,500 $ 180,135 $ 106,895 Exhibit A
740

CATEGORY / FUND
FY 2023-24
Actual
FY 2024-25
Adjusted
FY 2024-25
Projected
FY 2025-26
Proposed

CITY OF PALM DESERT
Estimated Revenues
FY 2025-26
Park & Recreation Fund (233):

1. Fees, Reimbursements & Other Revenues $ 427,547 $ 250,108 $ 327,467 $ 125,000

2. Interest $ 92,047 $ 70,800 $ 70,800 $ 69,388
Total Park & Recreation Fund $ 519,594 $ 320,908 $ 398,267 $ 194,388 Signalization Fund (234):

1. Development Fee & Other Revenues $ 50,640 $ 20,000 $ 18,700 $ 7,000

2. Interest $ 30,042 $ 19,300 $ 19,300 $ 23,472
Total Signalization Fund $ 80,682 $ 39,300 $ 38,000 $ 30,472 Fire Facilities Fund (235):

1. Development Fee & Other Revenues $ 166,938 $ 116,100 $ 81,662 $ 89,000

2. Interest $ 86,847 $ 59,700 $ 59,700 $ 67,039
Total Fire Facilities Fund $ 253,785 $ 175,800 $ 111,362 $ 156,039 Waste Recycling Fund (236):

1. Reimbursements & Other Revenues $ 611,888 $ 690,000 $ 421,337 $ 450,000

2. Transfers In $ - $ - $ - $ -

3. Interest $ 179,201 $ 121,900 $ 121,900 $ 138,576
Total Waste Recycling Fund $ 791,089 $ 811,900 $ 493,237 $ 588,576 Energy Independence Program (237):

1. Special Assessments & Other Revenues $ 54,510 $ 115,000 $ 90,081 $ 115,000

2. Interest $ 90,021 $ 61,500 $ 63,033 $ 67,795
Total Energy Independence Program Fund $ 144,531 $ 176,500 $ 153,114 $ 182,795 Air Quality Management Fund (238):

1. Air Quality Fee & Other Revenues $ 51,055 $ 65,000 $ 50,446 $ 65,000

2. Interest $ 1,968 $ 1,180 $ 1,180 $ 1,555
Total Air Quality Fund $ 53,023 $ 66,180 $ 51,626 $ 66,555 Aquatic Center Fund (242):

1. Aquatic Fees & Other Revenues $ 961,796 $ 914,367 $ 903,300 $ 988,028

2. Transfers In $ 2,976,250 $ 2,937,500 $ 2,937,500 $ 2,152,543

3. Interest $ 55,400 $ 39,500 $ 39,500 $ 42,429
Total Aquatic Center $ 3,993,445 $ 3,891,367 $ 3,630,300 $ 3,183,000 Cannabis Compliance Fund (243):

1. Cannabis Compliance Permit Fee & Other Revenues $ - $ - $ - $ -

2. Cannabis Taxes $ 1,005,447 $ 892,401 $ 787,811 $ 787,000

3. Interest $ 37,802 $ - $ - $ 34,784
Total Cannabis Compliance Fund $ 1,043,249 $ 892,401 $ 787,811 $ 821,784 Library Services (252)

1. Library Fees & Other Revenues $ - $ 50,688 $ 54,011 $ -

2. Transfers In $ 1,321,527 $ 2,185,290 $ 2,185,290 $ 2,523,443

3. Interest $ 14,358 $ - $ - $ 13,195
Total Library Services Fund $ 1,335,885 $ 2,235,978 $ 2,239,301 $ 2,536,638 Capital Improvement Fund (400):

1. State, Federal, CVAG Reimbursements, & Other Revenues $ 312,321 $ - $ 34,817 $ -

2. Transfers In $ 2,000,000 $ 11,017,674 $ 11,310,674 $ 5,397,482

3. Interest $ 682,682 $ 335,000 $ 335,000 $ 555,958
Total Capital Improvement Fund $ 2,995,003 $ 11,352,674 $ 11,680,491 $ 5,953,440 CP Drainage Fund (420):

1. Reimbursements & Other Revenues $ - $ - $ - $ -

2. Transfers In $ 3,200,000 $ - $ - $ -

3. Interest $ 94,298 $ 73,700 $ 73,700 $ 70,860
Total Drainage Fund $ 3,294,298 $ 73,700 $ 73,700 $ 70,860 Exhibit A
741

CATEGORY / FUND
FY 2023-24
Actual
FY 2024-25
Adjusted
FY 2024-25
Projected
FY 2025-26
Proposed

CITY OF PALM DESERT
Estimated Revenues
FY 2025-26
Economic Development Fund (425):

1. Rent, Reimbursements, & Other Revenues $ 334,886 $ 213,031 $ 518,939 $ 64,000

2. Transfers In $ - $ - $ - $ 325,000

3. Interest $ 73,941 $ 61,700 $ 61,700 $ 54,714
Total Economic Development Fund $ 408,827 $ 274,731 $ 61,700 $ 443,714 CP Parks Fund (430):

1. Reimbursements & Other Revenues $ - $ - $ - $ -

2. Interest $ 557 $ 400 $ 400 $ 427
Total Parks Fund $ 557 $ 400 $ 400 $ 427
Art in Public Places Fund (436):

1. Development Fee, Reimbursements & Other Revenues $ 403,458 $ 493,065 $ 422,961 $ 259,000

2. Interest $ 77,436 $ 53,000 $ 53,000 $ 59,811
Total AIPP Fund $ 480,894 $ 546,065 $ 475,961 $ 318,811 CP Signal Fund (440):

1. Reimbursements & Other Revenues $ - $ - $ - $ -

2. Interest $ 6,173 $ 4,300 $ 4,300 $ 4,738
Total Signal Fund $ 6,173 $ 4,300 $ 4,300 $ 4,738
Golf Course Maint/Improv Fund (441):

1. Time Share Mitigation, Amenity Fees & Other Revenues $ 3,580,275 $ 2,587,865 $ 2,769,516 $ 2,769,516

2. Interest $ 690,324 $ 421,400 $ 300,000 $ 250,000
Total Golf Course Maint. Fund $ 4,270,599 $ 3,009,265 $ 3,069,516 $ 3,019,516 Building Maintenance Fund (450):

1. Reimbursements & Other Revenues $ - $ - $ - $ -

2. Transfers In $ - $ 5,653,640 $ 5,653,640 $ -

3. Interest $ 70,345 $ 102,150 $ 50,000 $ 42,673
Total Building Maintenance Fund $ 70,345 $ 5,755,790 $ 5,703,640 $ 42,673 Capital Bond Fund (451):

1. Transfers In & Other Revenues $ - $ - $ - $ -

2. Interest $ 3,456,401 $ 250,000 $ 2,554,608 $ 2,550,000 Total Capital Bond Fund $ 3,456,401 $ 250,000 $ 2,554,608 $ 2,550,000 CP Library Fund (452):

1. Transfers In (County using former RDA pass through monies) $ 4,000,000 $ - $ - $ 6,000,000

2. Other Revenues $ - $ - $ - $ -

3. Interest $ 90,927 $ 180,000 $ 90,000 $ 77,788
Total Library Fund $ 4,090,927 $ 180,000 $ 90,000 $ 6,077,788 University Park 2024 Project Fund (470)

1.Contribution from Private Source $ 10,000,000 $ - $ - $ -

2. Interest $ 38 $ - $ 18 $ -
Total University Park Fund $ 10,000,038 $ - $ 18 $ -
Landscape & Lighting Districts (272-299):

1. Taxes $ 326,627 $ 328,377 $ 324,859 $ 344,366

2. Transfers In $ 110,000 $ 173,807 $ 185,849 $ 141,000

3. Interest $ 8,530 $ 5,400 $ 5,400 $ 6,693
Total Landscape & Lighting $ 445,157 $ 507,584 $ 516,108 $ 492,059 El Paseo Merchant Fund (271):

1. El Paseo Merchant Fee (Business License) $ 297,039 $ 300,000 $ 370,295 $ 275,000

2. Interest $ 5,533 $ - $ - $ 4,383
Total El Paseo Fund $ 302,571 $ 300,000 $ 370,295 $ 279,383 Business Improvement Districts (277, 282, 289):

1. Taxes & Other Revenues $ 733,900 $ 707,407 $ 709,052 $ 769,457

2. Transfers In $ - $ - $ - $ -

3. Interest $ 159,213 $ 55,500 $ 55,500 $ 119,465
Total Business Improvement $ 893,113 $ 762,907 $ 754,552 $ 888,922 Exhibit A
742

CATEGORY / FUND
FY 2023-24
Actual
FY 2024-25
Adjusted
FY 2024-25
Projected
FY 2025-26
Proposed

CITY OF PALM DESERT
Estimated Revenues
FY 2025-26
Debt Service Funds (Various 300's)

1. Transfers In / Taxes / Interest / Other Revenues $ 4,820,912 $ 3,224,629 $ 3,500,000 $ 4,057,925 Total Debt Service Funds $ 4,820,912 $ 3,224,629 $ 3,500,000 $ 4,057,925 Parkview Office Complex Fund (510):

1. Rent / Leases of Buildings $ 1,265,414 $ 1,250,000 $ 1,267,011 $ 1,200,000

2. Reimbursements & Other Revenues $ 15,513 $ - $ - $ -

3. Transfers In $ - $ 19,620 $ 19,620 $ -

4. Interest $ 534,160 $ 48,000 $ 48,000 $ 348,612
Total Parkview Office Fund $ 1,815,087 $ 1,317,620 $ 1,334,631 $ 1,548,612 Desert Willow Golf Fund (520-521):

1. Golf Course Revenue $ 12,351,877 $ 12,471,650 $ 12,293,469 $ 12,891,808

2. Restaurant & Other Revenues $ 4,570,976 $ 4,780,039 $ 3,389,810 $ 4,878,909

3. Interest $ 208,195 $ 123,820 $ 134,637 $ 171,384
Total Desert Willow Fund $ 17,131,048 $ 17,375,509 $ 12,817,916 $ 17,942,101 Equipment Replacement Funds (530):

1. Reimbursements & Other Revenues $ - $ - $ - $ -

2. Transfers In (Fire Fund & General Fund) $ 119,788 $ 110,000 $ 110,000 $ -

3. Interest $ 347,486 $ 242,000 $ 242,000 $ 267,503
Total Equip. Replacement Fund $ 467,274 $ 352,000 $ 352,000 $ 267,503 Retiree Health Fund (576):

1. Contribution $ 145,305 $ - $ - $ -

2. Transfers In $ 744,824 $ 979,824 $ 979,824 $ 1,080,000

3. Interest $ 137,783 $ 93,500 $ 93,500 $ 106,601
Total Retiree Health Fund $ 1,027,912 $ 1,073,324 $ 1,073,324 $ 1,186,601 Compensation Benefits Fund (577):

1. Contribution $ - $ - $ - $ -

2. Transfers In $ 272,399 $ 515,000 $ 515,000 $ -

3. Interest $ 127,883 $ 98,300 $ 98,300 $ 98,611
Total Compensation Benefits Fund $ 400,282 $ 613,300 $ 613,300 $ 98,611 Housing Funds (870):

1. Housing Admin Transfers In & Revenues $ 498,836 $ 547,102 $ 400,000 $ 406,774 Total Housing Fund $ 3,450,586 $ 2,605,030 $ 1,934,714 $ 406,774 TOTAL ALL CITY FUNDS (Excl. Housing Authority & Housing Asset Funds) $ 187,174,656 $ 181,368,023 $ 180,303,256 $ 203,323,393 Exhibit A
743
744
No. Department FY 25-26
Proposed Budget
4110 City Council 444,086
4111 City Clerk 1,339,972
4112 Legislative Advocacy 36,000
4114 Elections 14,500
4120-21 Legal 968,962
4130 City Manager 1,098,095
4134 Capital Projects 1,794,299
4150-51 Finance and Audit 3,075,566
4154 Human Resources 1,145,871
4159 General Services 5,860,866
4190 Information Technology 3,928,968
4191 Unemployment Insurance 10,000
4192 Insurance 1,340,634
4199 Interfund Transfers 27,704,573
4210 Police Services 28,373,878
4211 Community Safety 220,084
4212 Homelessness Service 3,000
4230 Animal Regulation 620,000
4250 Traffic 1,558,800
4300 Public Works 2,060,447
4310 Streets 3,034,199
4311 Street Resurfacing 2
4312 ADA Improvements 50,000
4313 Parking Lot Improvements -
4314 Street Resurfacing -
4315 Street Resurfacing -
4330 Corporation Yard 265,000
4331 Fleet 457,500
4340 Building Maint 1,211,773
4344 Portola Community Ctr 220,500
4396 NPDES 260,000
4416 Community Promotions 602,000
4417 Marketing 1,897,750
4419 Visitor Services 9,500
4420 Building and Safety 1,419,170
4421 Permit Center 1,399,650
4422 Code Enforcement 1,508,274
4423 Engineering & Land Develop. 1,280,593
4430 Economic Development 2,231,767
4470 Community Development 2,703,041
4610 Parks and Recreation 2,178,000
4611 Park Maintenance 1,578,500
4614 Landscape Services 3,738,052
4618 Citywide Park Imps -
4674 Civic Center Park Imps -
4800 Contributions 1,780,135
4950 Property Acquisition -
Grand Total 109,424,005

CITY OF PALM DESERT
Appropriations
Fiscal Year 2025-26
Exhibit B
745
FUND
NUMBER

CITY OF PALM DESERT
Appropriations
Fiscal Year 2025-26
FUND NAME FY 25-26
Appropriations
210 Traffic Safety 2,700
211 Gas Tax 2,745,164
213 Measure A 8,964,825
214 Housing Mitigation Fee 959,135
220 Community Development Block Grant 592,041
225 Permanent Local Housing Allocation Grant (PLHA) 170,000 226 Opioid Settlement Funds 275,000
228 Child Care Program -
229 Public Safety Police Grant 339,750
230 Prop. A Fire Tax 34,233,794
231 New Construction Tax 1,000,000
232 Drainage Facility 675,000
233 Park and Recreation 1,650,000
234 Traffic Signal 50,000
235 Fire Facilities -
236 Recycling Fund 741,500
237 Energy Independence Program 177,900
238 Air Quality Management 74,500
242 Aquatic Center 3,483,000
243 Cannabis Compliance Fund 1,500,000
252 Library Services 2,523,443
400 Capital Improvement Fund 9,536,126
420 CIP - Drainage 200,000
425 Economic Development 638,581
430 CIP - Park and Recreation -
436 Art in Public Places 639,120
441 Golf Course Capital Management 1,360,000
450 Building Maintenance 1,700,000
451 SARDA CIP & Properties 24,300,000
452 Library CIP 6,000,000
470 University Park 2024 -
870 Housing Set Aside Fund 406,774
104,938,353
Special and Capital Projects Funds
Exhibit B
746
FUND
NUMBER

CITY OF PALM DESERT
Appropriations
Fiscal Year 2025-26
FUND NAME FY 25-26
Appropriations
301 Assessment Dist 83-1 -
303 Assessment Dist 84-1 -
304 Assessment Dist 87-1 -
306 Assessment Dist 92-1 -
307 Assessment Dist 91-4 Bighorn -
308 Assessment Dist 94-2 Sunterrace/Varner -
309 Assessment Dist 94-3 Merano -
311 Assessment Dist 98-1 Canyons of Bighorn -
312 Assessment Dist 01-1 Silver Spur 165,656
314 Assessment Dist Highlands 119,346
315 Assessment Dist Section 29 1,307,000
351 Assessment Dist 91-1 Indian Ridge -
353 Assessment Dist CFD University Park 508,800
354 Assessment Dist CFD University Park 2021 918,675
355 Assessment Dist CFD University Park 2024 610,825
391 Palm Desert Finance Authority 150,666
3,780,968
271 El Paseo Merchants 276,500
272-299 Landscape & Lighting Zones 652,750
277, 282, 289 Business Improvement Districts 614,309
1,543,559
510 Parkview Office Complex 1,542,500
520 Desert Willow Golf Course 13,436,316
521 PD Recreational Facilities Corporation 5,089,025
530 Equipment Replacement 2,167,787
576 Retiree Health 1,092,200
577 Compensation Benefits 250,000
23,577,828
Total Funds Excluding General & Housing 133,840,708
General Fund Total 109,424,005
Housing Funds Total 10,428,653
119,852,658
Total Expenditures 253,693,366
Enterprise and Internal Service Funds
Debt Services Funds
Special Assessment Funds
Exhibit B
747
748
City of Palm Desert
Capital Improvement Funds Program
FY 2025-2026 Summary
Type Dept/
Div
Project
Code Project Name Funding Source FundNo. Fund Type Account No. 2024-25 Est.

Carryover
2025-26
Year 1
2026-27
Year 2
2027-28
Year 3
2028-29
Year 4
2029-30
Year 5 Total
Capital Projects:

Cont. CIP CSL00001 2025 Slurry Seal Project Measure A 213 Special Revenue Funds 2134134 - 4400200 23,287 - - - - - 23,287 Cont. CIP MFA00007 Bridge Inspection & Repair Program Measure A 213 Special Revenue Funds 2134359 - 4400100 331,442 - 1,600,000 300,000 300,000 300,000 2,831,442 Cont. CIP MPK00005 Cahuilla Hills Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400200 1,753,796 - - - - - 1,753,796 Cont. CIP MFA00006 Citywide Pavement Condition Evaluation SB1 Gas Tax 211 Special Revenue Funds 2114311 - 4391505 64,181 110,000 110,000 110,000 110,000 110,000 614,181 New CIP CRB00001 Cook & Gerald Ford Retention Basin Capital Drainage Funds 420 Capital Project Funds 4204370 - 4400200 - 200,000 4,000,000 - - - 4,200,000 New CIP CLS00005 Country Club Median Landscape Improvements Capital Bond Fund 451 Capital Project Funds 4514374 - 4400100 - 3,000,000 - - - - 3,000,000 Cont. CIP CST00007 CV Link Hovley Connector New Construction Tax 231 Special Revenue Funds 2314670 - 5000202 - - - 3,500,000 - - 3,500,000 Cont. CIP CST00024 El Paseo Street Rehabilitation & Mid-Block Crossing Measure A 213 Special Revenue Funds 2134134 - 4400200 60,000 - - - - - 60,000 Cont. CIP CST00023 Eldorado Drive Street Rehabilitation Measure A 213 Special Revenue Funds 2134134 - 4400200 64,121 - - - - - 64,121 Cont. CIP CFA00017 Fire Station 33 Remodel Capital Bond Fund 451 Capital Project Funds 4514270 - 4400100 - - 8,145,000 - - - 8,145,000 Cont. CIP CFA00017 Fire Station 33 Remodel* Measure G 230 Special Revenue Funds 2304220 - 4400200 - 1,200,000 - - - - 1,200,000 Cont. CIP CFA00019 Fire Station 71 Rebuild Capital Bond Fund 451 Capital Project Funds 4514270 - 4400100 - - 15,475,000 - - - 15,475,000 Cont. CIP CFA00019 Fire Station 71 Rebuild* Measure G 230 Special Revenue Funds 2304220 - 4400200 - 1,200,000 - - - - 1,200,000 Cont. CIP CDR00003 Haystack Channel Rehabilitation Drainage Facility 232 Special Revenue Funds 2324370 - 5000454 275,000 500,000 - - - - 775,000 Cont. CIP CDR00003 Haystack Channel Rehabilitation Capital Drainage Funds 420 Capital Project Funds 4204370 - 5000454 3,222,112 - - - - - 3,222,112 New CIP CPK00005 Homme Adams Park Improvements Capital Bond Fund 451 Capital Project Funds 4514618 - 4400200 - - 5,000,000 150,000 - - 5,150,000 Cont. CIP CTS00005 HSIP Signal Backplates Measure A 213 Special Revenue Funds 2134317 - 5000908 1,725,282 - - - - - 1,725,282 Cont. CIP CPL00005 Larkspur Lane Improvements Gas Tax 211 Special Revenue Funds 2114134 - 4400200 - 110,000 - - - - 110,000 New CIP MST00008 Monterey & Gerald Ford Street Rehabilitation SB1 Gas Tax 211 Special Revenue Funds 2114311 - 4391505 - 1,225,164 1,090,000 1,090,000 1,090,000 1,090,000 5,585,164 Cont. CIP CDR00007 Mountain View Retention Basin Capital Improvement Fund 400 Capital Project Funds 4004159 - 4219100 1,074,966 425,000 - - - - 1,499,966 Cont. CIP CFA00027 New Library Facility Capital Bond Fund 451 Capital Project Funds 4514136 - 4400100 - 20,000,000 - - - - 20,000,000 Cont. CIP CFA00027 New Library Facility* Library Capital & Measure G 452 Capital Project Funds 4524136 - 4400100 3,179,940 6,000,000 - - - - 9,179,940 Cont. CIP CPK00002 North Sphere Community Park - Future Improvements Parks & Recreation 233 Special Revenue Funds 2334670 - 5000201 - 500,000 - - - - 500,000 Cont. CIP CPK00002 North Sphere Community Park - Future Improvements Capital Bond Fund 451 Capital Project Funds 4514618 - 5000913 135,124 - - - - - 135,124 Cont. CIP CPK00002 North Sphere Community Park - Future Improvements* Measure G 400 Capital Project Funds 4004618 - 4400200 - - 15,500,000 - - - 15,500,000 Cont. CIP SSY00005 North Sphere Electrical Substation Capital Improvement Fund 400 Capital Project Funds 4004258 - 4400100 885,000 - - - - - 885,000 Cont. CIP CFA00010 North Sphere Fire Station 102 Fire Fund & Measure G 230 Special Revenue Funds 2304220 - 4400200 1,162,944 4,500,000 - - - - 5,662,944 Cont. CIP CFA00010 North Sphere Fire Station 102 Fire Facilities 235 Special Revenue Funds 2354270 - 4400200 315,509 - - - - - 315,509 New CIP GDR00001 North Sphere Flood Control New Construction Tax 231 Special Revenue Funds 2314134 - 4400200 - 1,000,000 - - - - 1,000,000 New CIP GDR00001 North Sphere Flood Control* Measure G 400 Capital Project Funds 4004370 - 4400200 - - 8,500,000 5,000,000 - - 13,500,000 Cont. CIP CPK00007 North Sphere Regional Park - Future Improvements* Measure G 400 Capital Project Funds 4004670 - 5000202 5,000 - 3,000,000 27,000,000 - - 30,005,000 Cont. CIP Various PDHA Replacement Expenditures Housing Authority 871 Special Revenue Funds 8714195 - 4331100 91,145 - 3,400,000 3,420,000 3,350,000 75,000 10,336,145 Cont. CIP Various PDHA Replacement Expenditures Housing Asset Fund 873 Special Revenue Funds 8734199 - 4400100 - - - - - 4,025,000 4,025,000 New CIP CPK00009 Randall Henderson Trailhead Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400200 - 200,000 2,000,000 - - - 2,200,000 Cont. CIP CDR00006 Stormwater and Drainage Infrastructure Measure A 213 Special Revenue Funds 2134370 - 4400100 - - 2,300,000 - - - 2,300,000 Cont. CIP MST00008 Street Resurfacing Program Gas Tax 211 Special Revenue Funds 2114134 - 4400200 3,893 500,000 1,500,000 1,500,000 1,500,000 1,500,000 6,503,893 Cont. CIP MST00008 Street Resurfacing Program Measure A 213 Special Revenue Funds 2134134 - 4400200 - 1,289,825 3,000,000 2,500,000 2,500,000 2,500,000 11,789,825 New CIP CTS00007 Traffic Signal Improvement Mesa View Drive and Hwy 111 Gas Tax 211 Special Revenue Funds 2114134 - 4400200 - 65,000 900,000 - - - 965,000 New CIP CTS00006 Traffic Signal Improvement Monterey and Mag Falls Gas Tax 211 Special Revenue Funds 2114134 - 4400200 - 85,000 900,000 - - - 985,000 Cont. CIP CPL00004 University Park On-Street Parking Improvements Gas Tax 211 Special Revenue Funds 2114134 - 4400200 - 650,000 - - - - 650,000 Cont. CIP CST00002 Walk n Roll PD - Phase I, II, and III Measure A 213 Special Revenue Funds 2134633 - 5000103 3,825,266 2,500,000 3,000,000 - - - 9,325,266 Public Works:

Deferred PW CFA00013 Artists Center at Galen Improvements Building Maintenance 450 Capital Project Funds 4504164 - 4388500 150,000 75,000 75,000 75,000 75,000 75,000 525,000 Cont. PW MPK00006 Bump & Grind Trailhead Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 200,000 - - - - 200,000 New PW CSS00001 Citywide Entry Monument Signage Capital Bond Fund 451 Capital Project Funds 4514300 - 4400100 - 1,200,000 - - - - 1,200,000 Deferred PW MFA00025 Civic Center Building Improvements Building Maintenance 450 Capital Project Funds 4504161 - 4400100 388,554 500,000 350,000 350,000 350,000 350,000 2,288,554 Deferred PW CFA00011 Civic Center Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004674 - 4400100 1,636,624 - 250,000 250,000 250,000 250,000 2,636,624 Deferred PW CLS00002 Community Gardens Box Renovation Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 150,000 50,000 250,000 250,000 250,000 250,000 1,200,000 Deferred PW CFA00016 Corporation Yard Building Improvements Capital Improvement Fund 400 Capital Project Funds 4004330 - 4400100 419,498 350,000 100,000 100,000 100,000 100,000 1,169,498 New PW CST00013 El Paseo Parkway Improvements Capital Improvement Fund 400 Capital Project Funds 4004310 - 4400100 - 75,000 400,000 150,000 150,000 150,000 925,000 New PW CEQ00006 Fiber Optic Communication Upgrades Capital Bond Fund 451 Capital Project Funds 4514190 - 4400100 - 100,000 - 2,000,000 - - 2,100,000 Cont. PW MPK00001 Freedom Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 600,000 150,000 150,000 150,000 150,000 1,200,000 Deferred PW CFA00022 Henderson Building Improvements Building Maintenance 450 Capital Project Funds 4504164 - 4400100 107,270 150,000 150,000 150,000 150,000 150,000 857,270 Cont. PW SDS00003 Hillary Storm Event Capital Improvement Fund 400 Capital Project Funds 4004159 - 4219100 1,009,122 - - - - - 1,009,122 Deferred PW CFA00020 Historical Society Building Improvements Building Maintenance 450 Capital Project Funds 4504164 - 4400100 150,000 150,000 100,000 100,000 100,000 100,000 700,000 Deferred PW CPK00004 Hovley Soccer Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 900,000 150,000 150,000 150,000 150,000 1,500,000 New PW MPK00008 Ironwood Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 100,000 - - - - 100,000 Deferred PW CPK00010 Magnesia Falls Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 100,000 - - - - 100,000 Cont. PW SFA00003 Office Space Improvements- Phase 2 Building Maintenance 450 Capital Project Funds 4504164 - 4400200 35,823 - - - - - 35,823 Cont. PW SFA00006 Office Space Improvements- Phase 3 Building Maintenance 450 Capital Project Funds 4504161 - 4400200 975,841 225,000 - - - - 1,200,841 Cont. PW MPL00002 Parking Lot Rehab & Maintenance Capital Improvement Fund 400 Capital Project Funds 4004313 - 4332000 570,000 - - - - - 570,000 Cont. PW CST00012 Parking Lot Rehabilitation - President's Plaza East & West Capital Improvement Fund 400 Capital Project Funds 4004692 - 4400100 229,035 80,971 83,400 - - - 393,406 Cont. PW CLS00003 Parks & Medians Cal Sense/Smart Controller Irrigation Capital Improvement Fund 400 Capital Project Funds 4004388 - 4400100 8,362 75,000 100,000 100,000 100,000 100,000 483,362 Deferred PW MFA00014 Portola Community Center Renovations Capital Improvement Fund 400 Capital Project Funds 4004439 - 4391503 50,000 50,000 - - - - 100,000 Capital Improvement Projects
6/13/2025 - 4:48 PM Summary for FY 2025-2026 CIP Projects Page 1 of 4 Exhibit C
749
City of Palm Desert
Capital Improvement Funds Program
FY 2025-2026 Summary
Type Dept/
Div
Project
Code Project Name Funding Source FundNo. Fund Type Account No. 2024-25 Est.

Carryover
2025-26
Year 1
2026-27
Year 2
2027-28
Year 3
2028-29
Year 4
2029-30
Year 5 Total
Deferred PW MFA00014 Portola Community Center Renovations Building Maintenance 450 Capital Project Funds 4504439 - 4400100 561,150 500,000 150,000 - - - 1,211,150 Deferred PW STS00001 Traffic Management System Replacement Capital Improvement Fund 400 Capital Project Funds 4004250 - 4400100 1,303,705 - 1,000,000 - - - 2,303,705 Deferred PW MST00001 Traffic Operations & Capacity Improvements Measure A 213 Special Revenue Funds 2134250 - 5000907 425,000 500,000 500,000 500,000 750,000 750,000 3,425,000 Deferred PW MTS00002 Traffic Signal IISNS Replacement Measure A 213 Special Revenue Funds 2134250 - 5000906 - 50,000 500,000 500,000 - - 1,050,000 Deferred PW MTS00001 Traffic Signal Modification & Hardware Upgrades Program Measure A 213 Special Revenue Funds 2134250 - 5000906 - 825,000 300,000 300,000 300,000 300,000 2,025,000 Deferred PW CPK00006 University Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 86,892 100,000 150,000 - - - 336,892 Deferred PW CPK00008 Washington Park Improvements Capital Improvement Fund 400 Capital Project Funds 4004618 - 4400100 - 400,000 - - - - 400,000 Cont. PW MST00003 Wayfinding Master Plan Measure A 213 Special Revenue Funds 2134300 - 5000910 - 1,825,000 - - - - 1,825,000 Art in Public Places and Development Services:

Cont. AIPP CST00005 Artwork for Phase 2 of the PD Link Project AIPP 436 Capital Project Funds 4364650 - 4400100 100,000 50,000 - - - - 150,000 Cont. AIPP CST00020 Artwork for Phase 2 of the San Pablo Corridor Project AIPP 436 Capital Project Funds 4364650 - 4400100 - 165,000 - - - - 165,000 Cont. DS NA Indian Springs MHP Sewer Conversion Capital Improvement Fund 400 Capital Project Funds 4004121 - 4374000 - 139,673 139,673 139,673 139,673 139,673 698,364 Cont. DS CST00019 Technology Drive Extension to Gerald Ford Drive Capital Improvement Fund 400 Capital Project Funds 4004311 - 4332000 335,000 293,000 - - - - 628,000 Desert Willow:

Cont. DW CEQ00005 Clubhouse Equipment Various Golf Capital 441 Capital Project Funds 4414195 - 4809200 352,102 - 135,000 - - - 487,102 Cont. DW CFA00023 Clubhouse Improvements-Restroom/Exterior Painting Golf Capital 441 Capital Project Funds 4414195 - 4809200 - 500,000 120,000 150,000 - - 770,000 Cont. DW MFA00016 Golf Course Improvements-Mountain View & Firecliff Golf Capital 441 Capital Project Funds 4414195 - 4809200 - - 250,000 3,500,000 - - 3,750,000 Cont. DW CFA00024 Golf Course Pump & Motor Upgrades Golf Capital 441 Capital Project Funds 4414195 - 4809200 - 100,000 40,000 - - - 140,000 New DW MLS00003 Golf Course Tree Pruning Golf Capital 441 Capital Project Funds 4414195 - 4809200 - 250,000 250,000 250,000 250,000 250,000 1,250,000 Cont. DW CLS00001 Perimeter Landscape & Lighting Rehabilitation Golf Capital 441 Capital Project Funds 4414195 - 4809200 - 250,000 250,000 - - - 500,000 Cont. DW MLS00032 Perimeter Landscape Maintenance Golf Capital 441 Capital Project Funds 4414195 - 4332000 21,604 260,000 260,000 260,000 260,000 260,000 1,321,604 27,263,589 56,448,633 85,623,073 53,994,673 12,374,673 13,124,673 248,829,313 CIP Funding Sources 2024-25 Est.

Carryover
2025-26
Year 1
2026-27
Year 2
2027-28
Year 3
2028-29
Year 4
2029-30
Year 5
Special Revenue Funds 8,367,068 18,634,989 19,100,000 13,720,000 9,900,000 10,650,000 Capital Project Funds 18,896,521 37,813,644 66,523,073 40,274,673 2,474,673 2,474,673 Debt Service Funds - - - - - -
Internal Service Funds - - - - - -
Enterprise Funds - - - - - -
TOTALS 27,263,589 56,448,633 85,623,073 53,994,673 12,374,673 13,124,673 Type Dept/
Div
Project
Code Project Name Funding Source FundNo. Fund Type Account No. 2024-25
Est.

Carryover
2025-26
Year 1
2026-27
Year 2
2027-28
Year 3
2028-29
Year 4
2029-30
Year 5 Total
Public Works:

Cont. PW MFA00003 AD Annual R/M - AD 94-1 Bighorn 94-1 Fund 307 Debt Service Funds 3074311 - 4332000 - - 324,833 - - - 324,833 Annual PW MST00013 ADA Curb Ramp Modifications & Sidewalk Replacement Program Measure A 213 Special Revenue Funds 2134312 - 4400100 - 725,000 500,000 500,000 500,000 500,000 2,725,000 Cont. PW MPK00005 Cahuilla Hills Park Improvements CDBG 220 Special Revenue Funds 2204648 - 4400100 200,607 - - - - - 200,607 Annual PW MDR00004 Catch Basin & Drain Cleaning Program Drainage Facility 232 Special Revenue Funds 2324690 - 4400100 - 175,000 250,000 250,000 250,000 250,000 1,175,000 Cont. PW MDR00004 Catch Basin & Drain Cleaning Program Capital Drainage Funds 420 Capital Project Funds 4204314 - 4332000 83,906 - - - - - 83,906 Cont. PW SEQ00001 Charging Stations Improvements Equipment Replacement 530 Internal Service Funds 5304310 - 4404500 357,937 - 500,000 - - - 857,937 Annual PW MST00002 Citywide Street and Bike Lane Striping Improvements Measure A 213 Special Revenue Funds 2134315 - 4332000 - 1,000,000 950,000 950,000 950,000 950,000 4,800,000 Deferred PW CFA00011 Civic Center Park Improvements Parks & Recreation 233 Special Revenue Funds 2334618 - 4400100 - 650,000 - - - - 650,000 Deferred PW MFA00029 Fire Station 33 Building Improvements Fire Fund 230 Special Revenue Funds 2304220 - 4400100 - 75,000 75,000 75,000 75,000 75,000 375,000 Deferred PW MFA00030 Fire Station 67 Building Improvements Fire Fund 230 Special Revenue Funds 2304220 - 4400100 - 250,000 75,000 75,000 75,000 75,000 550,000 Deferred PW MFA00031 Fire Station 71 Building Improvements Fire Fund 230 Special Revenue Funds 2304220 - 4400100 - 175,000 75,000 75,000 75,000 75,000 475,000 Deferred PW MFA00031 Fire Station 71 Tenant Improvements Fire Fund 230 Special Revenue Funds 2304220 - 4400100 - 300,000 300,000 300,000 300,000 300,000 1,500,000 Annual PW CST00004 Neighborhood Traffic Calming Program Measure A 213 Special Revenue Funds 2134565 - 5000903 - 200,000 200,000 200,000 200,000 200,000 1,000,000 Deferred PW MFA00022 Palm Desert Aquatic Center Aquatic Fund 242 Special Revenue Funds 2424549 - 4400100 151,925 300,000 280,000 530,000 50,000 50,000 1,361,925 Deferred PW MPK00007 Palma Village Park Improvements CDBG 220 Special Revenue Funds 2204649 - 4400100 111,191 - - - - - 111,191 Annual PW MLS00031 Parks and Median Landscape Rehabilitation Parks & Recreation 233 Special Revenue Funds 2334618 - 4400100 - 500,000 500,000 500,000 500,000 500,000 2,500,000 Annual PW MEQ00002 Public Buildings Furnishings Building Maintenance 450 Capital Project Funds 4504161 - 4400100 - 100,000 100,000 100,000 100,000 100,000 500,000 Deferred PW MFA00011 State Building Improvements OC Enterprise Funds 510 Enterprise Funds 5104361 - 4400100 750,000 - 150,000 150,000 150,000 150,000 1,350,000 New PW CSS00002 Street Sign Inventory Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 50,000 - - - - 50,000 New PW CTS00009 Traffic Signal Timing Conversion Signalization Fund 234 Special Revenue Funds 2344250 - 4400100 - 50,000 - 600,000 - - 650,000 Cont. PW Lease Vehicle Leases Equipment Replacement 530 Internal Service Funds 5304331 - 4344000 6,661 90,000 - - - - 96,661 Cont. PW CST00018 Vision Zero Strategy Implementation Measure A 213 Special Revenue Funds 2134300 - 5000910 - 50,000 500,000 500,000 500,000 500,000 2,050,000 PW Equipment:

Cont. PW Purchase Fleet Replacement Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 851,088 200,000 500,000 500,000 - - 2,051,088 Cont. PW Purchase Message Boards Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 50,000 50,000 - - - 100,000 New PW Purchase Mini Excavator Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 50,000 - - - - 50,000 TOTALS
Other Annual Maintenance & Various Programs
Capital Improvement Projects (cont.)
6/13/2025 - 4:48 PM Summary for FY 2025-2026 CIP Projects Page 2 of 4 Exhibit C
750
City of Palm Desert
Capital Improvement Funds Program
FY 2025-2026 Summary
Type Dept/
Div
Project
Code Project Name Funding Source FundNo. Fund Type Account No. 2024-25
Est.

Carryover
2025-26
Year 1
2026-27
Year 2
2027-28
Year 3
2028-29
Year 4
2029-30
Year 5 Total
#N/A
PW Equipment: (Cont.)
Cont. PW Purchase Mobile Generators Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 25,000 - - - - 25,000 New PW Purchase Paint Mixers Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 25,000 - - - - 25,000 Cont. PW Purchase Skid Steer Loader Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 100,000 - - - - 100,000 Cont. PW Purchase Water Cooler / Ice Machines Equipment Replacement 530 Internal Service Funds 5304310 - 4403000 - 50,000 - - - - 50,000 Fire, IT, and Police Equipment:

Cont. FD Purchase Ambulance Purchase / Remounts Equipment Replacement 530 Internal Service Funds 5304220 - 4403000 395,771 100,000 - - - - 495,771 Cont. FD Purchase Stryker Gurneys / Stair chairs Equipment Replacement 530 Internal Service Funds 5304220 - 4403000 - 175,000 - - - - 175,000 Cont. IT Purchase Desktop-Laptops Equipment Replacement 530 Internal Service Funds 5304190 - 4404000 96,783 382,787 460,072 340,183 - - 1,279,825 Cont. PD GEQ00001 Motorcycle Replacement Police Grants 229 Special Revenue Funds 2294210 - 4391400 - 36,000 - - - - 36,000 Art in Public Places and Economic Development:

Cont. AIPP Purchase Bike Racks Air Quality Mgmt 238 Special Revenue Funds 2384515 - 4400100 15,830 - - - - - 15,830 Cont. AIPP NA Coachella Festival Artwork/Lease Installation AIPP 436 Capital Project Funds 4364650 - 4400100 346,094 - - - - - 346,094 Cont. AIPP NA El Paseo Sculpture Exhibition AIPP 436 Capital Project Funds 4364650 - 4400200 - - 290,000 - 300,000 - 590,000 New AIPP CFX00001 Misc. Public Art Projects AIPP 436 Capital Project Funds 4364650 - 4400100 - 150,000 150,000 150,000 150,000 150,000 750,000 Cont. ED NA Development Subsidy - Arc Village Housing Asset Fund 873 Special Revenue Funds 8734195 - 4663900 4,680,000 - - - - - 4,680,000 Cont. ED NA Development Subsidy - Palm Communities Housing Asset Fund 873 Special Revenue Funds 8734195 - 4663900 6,755,000 - - - - - 6,755,000 Cont. ED SRG00001 Economic Development Business Enhancements Economic Development 425 Capital Project Funds 4254430 - 4387500 307,264 - - - - - 307,264 Cont. ED NA Eisenhower Health Child Care Center Contribution Capital Improvement Fund 400 Capital Project Funds 4004800 - 4388300 - 1,000,000 - - - - 1,000,000 Cont. ED NA Homebuyer Subsidies - BEGIN Program Housing Mitigation 214 Special Revenue Funds 2144494 - 4390102 159,135 159,135 159,135 159,135 159,135 - 795,675 Cont. ED NA Housing Mitigation Housing Mitigation 214 Special Revenue Funds 2144490 - 4390101 199,200 800,000 250,000 250,000 250,000 - 1,749,200 Cont. ED MFA00026 iHUB Operating Cost Economic Development 425 Capital Project Funds 4254430 - 4395000 - 281,697 193,432 - - - 475,129 Cont. ED MFA00026 iHUB Rent Cost Economic Development 425 Capital Project Funds 4254430 - 4345000 - 220,121 149,653 - - - 369,774 New ED NA McCallum Theater Contribution Capital Improvement Fund 400 Capital Project Funds 4004800 - 4387900 - 300,000 300,000 300,000 300,000 300,000 1,500,000 Cont. ED NA The Living Desert Contribution Capital Improvement Fund 400 Capital Project Funds 4004800 - 4389800 - 250,000 250,000 250,000 250,000 - 1,000,000 Cont. ED NA United Palm Desert Economic Development 425 Capital Project Funds 4254430 - 4393000 137,236 - - - - - 137,236 Cont. ED NA Various Agencies Contributions CDBG 220 Special Revenue Funds 2204800 - 4388000 500,761 546,441 - - - - 1,047,202 Cont. ED NA Various Agencies Contributions CDBG 220 Special Revenue Funds 2204800 - 4309000 35,597 - - - - - 35,597 Desert Willow:

Cont. DW NA Course & Ground Leases - Principal Only Desert Willow 520 Enterprise Funds 5200000 - 2341001 - 417,008 427,553 144,907 - - 989,468 Cont. DW CEQ00005 DW Clubhouse Various Projects Desert Willow 520 Enterprise Funds 5204195 - 4809200 155,250 159,500 144,678 126,490 112,458 106,863 805,239 Cont. DW CEQ00002 Golf Cart Leases - Principal Only Desert Willow 520 Enterprise Funds 5200000 - 2341001 - 494,483 251,911 - - - 746,394 16,297,234 10,662,172 8,356,267 7,025,715 5,246,593 4,281,863 51,869,844 Other Annual Maintenance &
Various Programs Funding
Sources
2024-25
Est.

Carryover
2025-26
Year 1
2026-27
Year 2
2027-28
Year 3
2028-29
Year 4
2029-30
Year 5
Special Revenue Funds 12,809,245 5,991,576 4,114,135 4,964,135 3,884,135 3,475,000 Capital Project Funds 874,500 2,301,818 1,433,085 800,000 1,100,000 550,000 Debt Service Funds - - 324,833 - - -
Internal Service Funds 1,708,239 1,297,787 1,510,072 840,183 - - Enterprise Funds 905,250 1,070,991 974,142 421,397 262,458 256,863 TOTALS 16,297,234 10,662,172 8,356,267 7,025,715 5,246,593 4,281,863 TOTALS
Other Annual Maintenance & Various Programs (Cont.)
6/13/2025 - 4:48 PM Summary for FY 2025-2026 CIP Projects Page 3 of 4 Exhibit C
751
City of Palm Desert
Capital Improvement Funds Program
FY 2025-2026 Summary
Summary of Funding Sources
2024-25
Est.

Carryover
2025-26
Year 1
2026-27
Year 2
2027-28
Year 3
2028-29
Year 4
2029-30
Year 5 Total
Special Revenue Funds 21,176,313 24,626,565 23,214,135 18,684,135 13,784,135 14,125,000 115,610,283 Capital Project Funds 19,771,021 40,115,462 67,956,158 41,074,673 3,574,673 3,024,673 175,516,659 Debt Service Funds - - 324,833 - - - 324,833
Internal Service Funds 1,708,239 1,297,787 1,510,072 840,183 - - 5,356,281 Enterprise Funds 905,250 1,070,991 974,142 421,397 262,458 256,863 3,891,101 TOTALS 43,560,823 67,110,805 93,979,340 61,020,388 17,621,266 17,406,536 300,699,157 Program Type
2024-25
Est.

Carryover
2025-26
Year 1
2026-27
Year 2
2027-28
Year 3
2028-29
Year 4
2029-30
Year 5 Total
Annual Programs - 2,700,000 2,500,000 2,500,000 2,500,000 2,500,000 12,700,000 Deferred Maint. Catch-Up 6,441,809 6,450,000 4,980,000 3,930,000 3,200,000 3,200,000 28,201,809 1-Time Cont. Program/Project 37,119,014 49,835,641 63,009,340 44,900,388 9,981,266 9,766,536 214,612,184 1-Time New Program/Project - 8,125,164 23,490,000 9,690,000 1,940,000 1,940,000 45,185,164 TOTALS 43,560,823 67,110,805 93,979,340 61,020,388 17,621,266 17,406,536 300,699,157 * Measure G Funds will be transferred to project fund to support project pursuant to Five-Year Plan.

NOTE:

Appropriations & encumbrances for carryover from Fiscal Year 2024/25 to 2025/26 are estimated. Amounts are subject to change due to projects approved by Council prior to June 30, 2025.

Carryover appropriations are amounts which have been appropriated in FY 2024/25 & are not expected to be expended by June 30, 2025. These funds are primarily for capital budgets & specific programs that overlap fiscal years. When authorized, continuing appropriation amounts are added to the new fiscal year budget amounts in order to track all approved spending.

The exact amount of appropriations & encumbrances for carryover will be determined at the end of the fiscal year during the preparation of financial statements. Carryover amounts will include: 1) Purchase Orders & 2) Unencumbered balances as of June 30, 2025 for appropriations approved by the City Council through the last meeting in June, 2025.

Summary of Projects, Programs, & Annual Maintenance
6/13/2025 - 4:48 PM Summary for FY 2025-2026 CIP Projects Page 4 of 4 Exhibit C
752
RESOLUTION NO. 2025 -

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT,

CALIFORNIA, ESTABLISHING THE APPROPRIATIONS LIMIT FOR THE FISCAL YEAR 2025-26
WHEREAS, the voters approved the Gann Spending Limitation Initiative (Proposition 4) on November 6, 1979, adding Article XIII B to the Constitution of the State of California to establish and define annual appropriation limits on state and local government entities; and
WHEREAS, Chapter 120-5 of the Revenue and Taxation Code Section 7910 (which incorporates California Senate Bill 1352) provides for the implementation of Article XIII B by defining various terms used in this Article and prescribing procedures to be used in implementing specific provisions of the Article, jurisdiction of its appropriations limit; and WHEREAS, the required calculation to determine the Appropriations Limit for FY 2025-26 has been performed by the Finance Department based on available information and is on file with the Finance Department and available for public review; and WHEREAS, Finance staff will recalculate the Appropriations Limit for respective fiscal periods, including FY 2025-26, as soon as information regarding the percentage changes in the local assessment roll due to additional local nonresidential new construction is made available by the Riverside County Assessor’s office.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, that the City of Palm Desert Appropriations Limit is hereby established as $194,068,627 for FY 2025-26.

ADOPTED ON ________________, 2025.

ATTEST: JAN HARNIK
MAYOR
ANTHONY J. MEJIA

CITY CLERK
753
Resolution No. 2025-________ Page 2

I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
754

CITY OF PALM DESERT
FISCAL YEAR 2025-2026

APPROPRIATIONS LIMIT CALCULATION
Article XIII B of the California Constitution requires adoption of an annual appropriation limit. The original base year limit was adopted in FY 1978-79 and has been adjusted annually for increase by a factor comprised of the percentage change in population combined with either the percentage change in California per capita personal income or the percentage change in local assessment roll due to the addition of local nonresidential new construction. The changes in the local assessment roll due to additional local nonresidential new construction for current and prior periods have not been available from the County Assessor's office.

On November 1988, voters approved Proposition R which increased the limit to $25,000,000. It expired in November 1992. The FY 1993-94 limit was calculated with prior years re-calculated to reflect the expiration of the $25,000,000 limit.

AMOUNT SOURCE
A. 2024-25 APPROPRIATION LIMIT 182,253,881 PRIOR YEAR'S CALCULATION

B. ADJUSTMENT FACTORS

1. POPULATION %
POPULATION % CHANGE 0.0400 STATE DEPT OF FINANCE
POPULATION CONVERTED TO RATIO (1.22+100)/100 1.000400 CALCULATED

2. INFLATION %
USING % CHANGES IN CALIF PER CAPITA PERSONAL INCOME
PER CAPITA % CHANGE 6.44 STATE DEPT OF FINANCE
PER CAPITA CONVERTED TO RATIO (3.62+100)/100 1.0644 CALCULATED

3. CALCULATION OF FACTOR FOR FY 25-26 1.0648 B1*B2
C. 2025-26 APPROPRIATIONS LIMIT BEFORE ADJUSTMENTS 194,068,627 B3*A D. OTHER ADJUSTMENTS 0 CALCULATED
E. 2025-2026 APPROPRIATIONS LIMIT 194,068,627 C+D
F. APPROPRIATIONS SUBJECT TO LIMIT 106,288,587 CALCULATED G. OVER/(UNDER) LIMIT (87,780,040) F-E
755
756

RESOLUTION HA -

A RESOLUTION OF THE PALM DESERT HOUSING AUTHORITY OF

PALM DESERT, CALIFORNIA, ADOPTING THE HOUSING
AUTHORITY’S FINANCIAL PLAN FOR THE FISCAL YEAR JULY 1, 2025 THROUGH JUNE 30, 2026
WHEREAS, the Housing Authority has received and considered the proposed Financial Plan submitted by the Executive Director on June 26, 2025; and WHEREAS, after notice duly given, the Housing Authority held a public hearing on the proposed Financial Plan.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows
Section 1. The amounts shown on Exhibit A, "Estimated Revenues", are hereby accepted as the Estimated Revenues for FY 2025-26 for each fund and revenue source.

Section 2. The amounts shown on Exhibit B, "Appropriations", are hereby appropriated to the departments and activities indicated. The City Manager or designee will have the authority to adjust intra- and inter-departmental budgeted line items, as well as inter-fund transfers to facilitate approved projects, provided such adjustments do not exceed the total approved budget, including any additional approved appropriations. If the need arises during the fiscal year, requests for additional appropriations will require approval by the City Council.

Section 3. The amounts shown on Exhibit A, "Continuing Appropriations, Existing Capital Projects," are hereby accepted as continuing appropriations to FY 2024-25. The amounts included in this exhibit include all unexpended amounts from purchase orders and contracts encumbered by June 30, 2025.

ADOPTED ON ________________, 2025.

JAN HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
757
Resolution HA-____ Page 2
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution HA-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
758
Section 1
Estimated Revenues
FY 2025-26
Budget
Housing Authority Fund (871):

1. Rent Apartments $ 10,376,926

2. Reimbursement / Transfers / Interest $ 980,000
Total Housing Authority Fund $ 11,356,926
Housing Asset Fund (873):

1. Reimbursement / Transfers / Interest $ 1,952,000
Total Housing Asset Fund $ 1,952,000
Total Revenue - Housing Authority Funds $ 13,308,926
Section 2
Appropriations
FY 2025-26
Budget

1. Housing Authority Operations FD 871 $ 597,399

2. Housing Authority Apartments FD 871 $ 8,696,580

3. Replacement Reserve Expense FD 871 $ -

4. Transfer Out to Housing Administration Fund 870 FD 871 $ 406,774

5. Housing Asset Fund FD 873 $ 77,900
Total Housing Authority Appropriations* $ 9,778,653
Section 3
Capital Improvements & Continuing Appropriations
FY 2025-26
Budget

1. Capital Improvement Budget FD 873 $ 650,000

2. Continuing Appropriations $ -
Total Housing Authority Capital & Continuing Appropriations* $ 650,000

PALM DESERT HOUSING AUTHORITY
*These amounts will only be expended to the extent there are monies available from the prior year encumbrances, established reserve funds, repayments of loans, sales of homes, etc.

Fiscal Year 2025-26
Exhibit A
759
760
RESOLUTION NO. 2025-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, RESCINDING AND REPLACING RESOLUTION NOS. 2025 __,

ADOPTING AUTHORIZED CLASSIFICATIONS, ALLOCATED

POSITIONS, SALARY SCHEDULE, AND SALARY RANGES INCLUDED
HEREIN AND ATTACHED AS “EXHIBIT A” EFFECTIVE JULY 1, 2025.

WHEREAS, the City of Palm Desert identifies employees by classifications and groups for the purpose of salary and benefit administration; and WHEREAS, the City of Palm Desert has met and conferred in good faith with the Palm Desert Employees Organization (PDEO) in accordance with the Meyers-MiliasBrown Act and the City’s Employer-Employee Relations Ordinance; and WHEREAS, the City of Palm Desert has reached an agreement and entered into a memorandum of understanding extension with the employees represented by the PDEO, for the period of July 1, 2025, through June 30, 2026, and Exhibit A is consistent with this agreement;
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. Salary schedule, ranges & allocated positions and authorized classifications.

The City of Palm Desert’s Personnel System, Section 2.52 of the Palm Desert Municipal Code, prescribes specific terms for appointment and tenure of all City employees. Exhibit A contains the tables of allocated classifications, positions, and salary ranges authorized effective July 1, 2025.

The City Manager is hereby authorized to modify the Allocated Classifications, Positions and Salary Schedule during the FY 2025-26 for modifications the City Manager determines are reasonably necessary or appropriate for business necessity including, without limitation, the implementation of title and responsibility changes, any minimum wage laws, use of over-hires for training, limited term student internships and modification of vacant positions in so far as such modifications do not exceed the adopted 2025-26 Financial Plan.
761
Resolution No. 2025-____ Page 2
Title
Exempt
Group
Executive
Contract At Will
City Manager X Yes Yes
Assistant City Manager X Yes Yes
City Clerk X Yes Yes
City Engineer X Yes Yes
Director of Capital Projects X Yes Yes
Director of Development Services X Yes Yes
Director of Economic Development A No No
Director of Finance/City Treasurer X Yes Yes
Director of Human Resources X Yes Yes
Director of Library Services X Yes Yes
Director of Public Works X Yes Yes
Accounting Manager B No No
Accounting Supervisor B No No
Assistant Building Official B No No
Assistant Director of Library Services B No No
Assistant City Clerk B No No
Business Operations Manager B No No
Capital Projects Manager B No No
Chief Building Official B No No
Code Compliance Supervisor B No No
Communications Analyst B No No
Community Relations Supervisor B No No
Community Services Manager B No No
Deputy Director of Development Services B No No
Deputy Director of Economic Development B No No
Deputy Director of Finance B No No
Deputy Director of Public Works B No No
Economic Development Coordinator B No No
Finance Supervisor B No No
Homeless and Support Services Manager B No No
Housing Manager B No No
Human Resources Manager B No No
Information Systems Manager B No No
Landscape Supervisor B No No
Library Manager B No No
Management Analyst I/II B No No
Principal Planner B No No
Project Manager B No No
Public Affairs Manager B No No
Public Works Superintendent B No No
Senior Contracts and Grants Analyst B No No
Senior Engineer B No No
Senior Management Analyst B No No
Senior Planner B No No
Senior Project Manager B No No
Special Events Coordinator B No No
Streets Maintenance Supervisor B No No
Executive Assistant/Coordinator (City Manager) C No No
Human Resources Analyst C No No
762
Resolution No. 2025-____ Page 3
SECTION 2. Personnel groups/designations.

The City assigns classifications to designated groups for the purposes of defining exempt status, benefits allocation and purchasing authority. These classifications (listed in the table below) are categorized as follows:

Group X: Executive Contract Positions:

The classifications designated as Group X, Executive Contract, have the highest level of executive responsibility and authority; these positions are governed by individual employment agreements.

Group A: Directors and Department Heads
The classifications designated as Group A have a higher level of responsibility and authority and they are exempt from overtime provisions as defined by the Fair Labor Standards Act and set forth in the Personnel Rules and Regulations, Section 2.52.305.

They may be At Will and governed by employment agreements. Among other things, these positions require spending numerous extra hours at meetings, conferences, and work.

Group B: Mid-Management/Professional
The positions classifications as Group B are managerial, supervisorial, or professional in nature and they are exempt from overtime provisions as defined by the Fair Labor Standards Act and set forth in the Personnel Rules and Regulations, Section 2.52.305.

Among other things, these positions require spending occasional extra hours at meetings, conferences, and work.

Purchasing Authority Groups
The City Manager, pursuant to PDMC Chapter 3.30.020 (C) and 3.30.030 (A) may set purchasing limits and thresholds. These limits may be set by this resolution, an administrative purchasing policy established by the City Manager, or an annual memorandum from the City Manager to the Finance Director.

ADOPTED ON ________________, 2025.

JAN HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
763
Resolution No. 2025-____ Page 4
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
764
FY 2025-26 City of Palm Desert
Allocated Positions
Exhibit A
Classification Allocated
Positions Salary Grade ExemptStatus Notes:

City Manager 1 CM Exempt X
Assistant City Manager 1 73 Exempt X
Management Analyst I/II 1 40/42 Exempt B
Management Aide I/II 1 34/36 Non-Exempt
Executive Assistant 1 36 Non-Exempt C (confidential)
1104130 5
Human Resources
Director of Human Resources 1 64 Exempt X
Human Resources Specialist 1 36 Non-Exempt
Human Resources Analyst I/II 2 40/42 Exempt C (confidential) 1104154 4
City Clerk 1 66 Exempt X
Assistant City Clerk 1 46 Exempt B
Senior Administrative Assistant 1 34 Non-Exempt
Receptionist 1 20 Non-Exempt
Records Coordinator 1 38 Non-Exempt
Senior Deputy Clerk 3 38 Non-Exempt
1104111 8
Total City Manager 17
Library Services
Director of Library Services 1 68 Exempt X
Assistant Director of Library Services 1 56 Exempt B
Library Manager 2 50 Exempt B
Librarian I/II 4 40/42 Exempt B
Library Assistant (PT) 11 20 Non-Exempt
2524662 19
Total Library Services 19

CITY MANAGER
City Clerk

LIBRARY SERVICES

765
FY 2025-26 City of Palm Desert
Allocated Positions
Exhibit A
Classification Allocated
Positions Salary Grade ExemptStatus Notes:

Finance
Director of Finance/City Treasurer 1 71 Exempt X
Deputy Director of Finance 2 63 Exempt B
Accounting Supervisor 1 46 Exempt B
Finance Supervisor 1 46 Exempt B
Senior Management Analyst 2 45 Exempt B
Management Analyst I/II 2 40/42 Exempt B
Accountant 3 43 Non-Exempt
Senior Administrative Assistant 2 34 Non-Exempt
Payroll Coordinator 1 38 Non-Exempt
Accounting Technician I/II 2 28/32 Non-Exempt
1104150 17
Affordable Housing
Housing Manager 1 51 Exempt B
Senior Management Analyst 1 45 Exempt B
8704195 2
Information Technology
Information Systems Manager 1 62 Exempt B
Cyber Security Officer 1 50 Exempt B
Management Aide I/II 1 34/36 Non-Exempt
Senior Information Systems Administrator 1 48 Non-Exempt Senior GIS Admin 1 47 Non-Exempt
Senior Biz Systems Enterprise 1 46 Non-Exempt
Biz Systems Enterprise 1 42 Non-Exempt
1104190 7
Total Finance 26
Economic Development
Director, Econ Development 1 70 Exempt A
Deputy Director, Econ Development 1 63 Exempt B
Community Relations Supervisor 1 46 Exempt B
Management Analyst I/II 2 40/42 Exempt B
Administrative Assistant I/II - Econ. Dvlpt. 1 28/32 Non-Exempt 4430 6
Special Programs
Special Events Coordinator 1 42 Exempt B
Management Analyst I/II- Environmental 1 40/42 Exempt B Management Analyst I/II - Art 1 40/42 Exempt B
Administrative Assistant I/II - Special Programs 1 28/32 Non-Exempt 4430 4
Public Affairs
Public Affairs Manager 1 56 Exempt B
Communications and Marketing Coordinator 1 42 Exempt B
Management Aide I/II 1 34/36 Non-Exempt
Visitor Services Specialist 1 28 Non-Exempt
Visitor Services Assistant (PT) 2 20 Non-Exempt
4417 6
Total Economic Development 16

FINANCE

ECONOMIC DEVELOPMENT

766
FY 2025-26 City of Palm Desert
Allocated Positions
Exhibit A
Classification Allocated
Positions Salary Grade ExemptStatus Notes:

Development Services /Planning
Director of Development Services 1 70 Exempt X
Dep Dir of Development Services 1 63 Exempt B
Executive Assistant 1 36 Non-Exempt
Principal Planner 1 53 Exempt B
Senior Planner 1 46 Exempt B
Associate Planner I/II 2 42/44 Non-Exempt B
Assistant Planner 1 36 Non-Exempt B
Planning Technician 1 34 Non-Exempt
GIS Analyst 1 42 Non-Exempt
Development Services Coordinator 1 42 Non-Exempt
Management Analyst I/II 1 40/42 Exempt B
4470 12
Engineering Services
Associate Engineer 1 48 Exempt B
1104423 1
Building & Safety
Chief Building Official 1 62 Exempt B
Assistant Building Official 1 51 Exempt B
Senior Building Inspector 1 42 Non-Exempt
Building Inspector II 3 38 Non-Exempt
Adminstrative Assistant I/II 1 28/32 Non-Exempt
4420 7
Code Compliance
Code Compliance & Support Services Manager 1 51 Exempt B Code Compliance Officer I/II 6 30/34 Non-Exempt
Homeless and Support Services Manager 1 48 Exempt B
Administrative Assistant I/II 1 28/32 Non-Exempt
4422 9
Palm Desert Permit Center
Management Analyst I/II 1 40/42 Exempt B
Senior Permit Technician 1 35 Non-Exempt
Management Aide I/II 1 34/36 Non-Exempt
Permit Technician I/II 3 28/32 Non-Exempt
Office Assistant II 1 20/24 Non-Exempt
4421 7
Total Development Services 36

DEVELOPMENT SERVICES

767
FY 2025-26 City of Palm Desert
Allocated Positions
Exhibit A
Classification Allocated
Positions Salary Grade ExemptStatus Notes:

Capital Projects Administration
Director of Capital Projects 1 70 Exempt X
Capital Projects Manager 1 53 Exempt B
Senior Project Manager 2 50 Exempt B
Project Manager 2 48 Exempt B
Senior Public Works Inspector 1 40 Non-Exempt
Public Works Inspector I/II 2 34/37 Non-Exempt
Total Capital Projects 9
Public Works
Director of Public Works 1 70 Exempt X
Deputy Director of Public Works 1 63 Exempt B
Business Operations Manager 1 50 Exempt B
Senior Management Analyst 1 45 Exempt B
Senior Project Manager 1 50 Exempt B
Management Analyst I/II 2 40/42 Exempt B
Senior Administrative Assistant 2 34 Non-Exempt
Administrative Assistant I/II 1 28/32 Non-Exempt
4300 10
Community Services
Community Services Mger 1 51 Exempt B
Public Works Superintendent 1 48 Exempt B
Management Analyst I/II 1 40/42 Exempt B
Landscape Inspector I/II 3 34/36 Non-Exempt
4614 6
Facilities Management
Project Manager 1 48 Exempt B
Senior Facilities Specialist 1 38 Non-Exempt
Facilities Specialist 1 36 Non-Exempt
4340 3
Streets Maintenance
Public Works Superintendent 1 48 Exempt B
Streets Maintenance Supervisor 1 46 Exempt B
Office Assistant I/II 1 20/24 Non-Exempt
Senior Maintenance Worker 1 40 Non-Exempt
Maintenance Worker III 4 36 Non-Exempt
Maintenance Worker I/II 8 28/32 Non-Exempt
4310 16
Traffic Signal Maintenance
Project Manager 1 48 Exempt B
Senior Traffic Signal Specialist 1 45 Non-Exempt
Traffic Signal Technician I/II 3 34/38 Non-Exempt
4310 5
Total Public Works 40
TOTAL ALLOCATED POSITIONS 163

CAPITAL PROJECTS

PUBLIC WORKS

768
FY 2025-26 Exhibit A
City of Palm Desert
Salary Schedule Grade/Step Table
Effective July 1, 2025
Salary Range Wage Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 10 Annual 40,310 42,328 44,450 46,675 49,026 51,480 53,269 55,328 Monthly 3,359 3,527 3,704 3,890 4,086 4,290 4,439 4,611 Hourly 19.38 20.35 21.37 22.44 23.57 24.75 25.61 26.60
11 Annual 41,350 43,410 45,573 47,840 50,253 52,770 54,558 56,722 Monthly 3,446 3,618 3,798 3,987 4,188 4,398 4,547 4,727 Hourly 19.88 20.87 21.91 23.00 24.16 25.37 26.23 27.27
12 Annual 42,349 44,470 46,696 49,046 51,542 54,080 55,952 58,136 Monthly 3,529 3,706 3,891 4,087 4,295 4,507 4,663 4,845 Hourly 20.36 21.38 22.45 23.58 24.78 26.00 26.90 27.95
13 Annual 43,430 45,594 47,861 50,274 52,790 55,411 57,366 59,613 Monthly 3,619 3,800 3,988 4,190 4,399 4,618 4,781 4,968 Hourly 20.88 21.92 23.01 24.17 25.38 26.64 27.58 28.66
14 Annual 44,491 46,717 49,067 51,563 54,142 56,826 58,781 61,110 Monthly 3,708 3,893 4,089 4,297 4,512 4,736 4,898 5,093 Hourly 21.39 22.46 23.59 24.79 26.03 27.32 28.26 29.38
15 Annual 45,614 47,882 50,294 52,832 55,453 58,261 60,278 62,629 Monthly 3,801 3,990 4,191 4,403 4,621 4,855 5,023 5,219 Hourly 21.93 23.02 24.18 25.40 26.66 28.01 28.98 30.11
16 Annual 46,738 49,088 51,584 54,163 56,867 59,696 61,755 64,168 Monthly 3,895 4,091 4,299 4,514 4,739 4,975 5,146 5,347 Hourly 22.47 23.60 24.80 26.04 27.34 28.70 29.69 30.85
17 Annual 47,902 50,336 52,853 55,515 58,282 61,214 63,336 65,811 Monthly 3,992 4,195 4,404 4,626 4,857 5,101 5,278 5,484 Hourly 23.03 24.20 25.41 26.69 28.02 29.43 30.45 31.64
18 Annual 49,150 51,626 54,184 56,888 59,717 62,691 64,896 67,413 Monthly 4,096 4,302 4,515 4,741 4,976 5,224 5,408 5,618 Hourly 23.63 24.82 26.05 27.35 28.71 30.14 31.20 32.41
19 Annual 50,378 52,874 55,557 58,302 61,235 64,272 66,560 69,139 Monthly 4,198 4,406 4,630 4,859 5,103 5,356 5,547 5,762 Hourly 24.22 25.42 26.71 28.03 29.44 30.90 32.00 33.24
20 Annual 51,646 54,205 56,930 59,758 62,733 65,894 68,162 70,845 Monthly 4,304 4,517 4,744 4,980 5,228 5,491 5,680 5,904 Hourly 24.83 26.06 27.37 28.73 30.16 31.68 32.77 34.06
21 Annual 52,915 55,578 58,344 61,277 64,293 67,538 69,909 72,634 Monthly 4,410 4,632 4,862 5,106 5,358 5,628 5,826 6,053 Hourly 25.44 26.72 28.05 29.46 30.91 32.47 33.61 34.92
22 Annual 54,246 56,950 59,779 62,795 65,915 69,243 71,594 74,443 Monthly 4,521 4,746 4,982 5,233 5,493 5,770 5,966 6,204 Hourly 26.08 27.38 28.74 30.19 31.69 33.29 34.42 35.79
23 Annual 55,598 58,365 61,318 64,355 67,558 70,928 73,424 76,315 Monthly 4,633 4,864 5,110 5,363 5,630 5,911 6,119 6,360 Hourly 26.73 28.06 29.48 30.94 32.48 34.10 35.30 36.69
24 Annual 56,971 59,821 62,816 65,957 69,264 72,738 75,275 78,208 Monthly 4,748 4,985 5,235 5,496 5,772 6,062 6,273 6,517 Hourly 27.39 28.76 30.20 31.71 33.30 34.97 36.19 37.60
25 Annual 58,406 61,339 64,418 67,621 70,990 74,547 77,126 80,163 Monthly 4,867 5,112 5,368 5,635 5,916 6,212 6,427 6,680 Hourly 28.08 29.49 30.97 32.51 34.13 35.84 37.08 38.54
26 Annual 59,842 62,858 65,998 69,306 72,779 76,398 79,102 82,181 Monthly 4,987 5,238 5,500 5,776 6,065 6,367 6,592 6,848 Hourly 28.77 30.22 31.73 33.32 34.99 36.73 38.03 39.51
27 Annual 61,360 64,459 67,642 71,032 74,589 78,333 81,037 84,219 Monthly 5,113 5,372 5,637 5,919 6,216 6,528 6,753 7,018 Hourly 29.50 30.99 32.52 34.15 35.86 37.66 38.96 40.49
28 Annual 62,899 66,040 69,347 72,800 76,419 80,246 83,096 86,341 Monthly 5,242 5,503 5,779 6,067 6,368 6,687 6,925 7,195 Hourly 30.24 31.75 33.34 35.00 36.74 38.58 39.95 41.51
29 Annual 64,501 67,683 71,094 74,651 78,395 82,285 85,134 88,483 Monthly 5,375 5,640 5,925 6,221 6,533 6,857 7,095 7,374 Hourly 31.01 32.54 34.18 35.89 37.69 39.56 40.93 42.54
30 Annual 66,082 69,368 72,842 76,482 80,309 84,323 87,277 90,688 Monthly 5,507 5,781 6,070 6,374 6,692 7,027 7,273 7,557 Hourly 31.77 33.35 35.02 36.77 38.61 40.54 41.96 43.60
6/16/2025 Page 1 of 4 769
FY 2025-26 Exhibit A
City of Palm Desert
Salary Schedule Grade/Step Table
Effective July 1, 2025
Salary Range Wage Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 31 Annual 67,746 71,115 74,672 78,437 82,326 86,445 89,482 92,955 Monthly 5,646 5,926 6,223 6,536 6,861 7,204 7,457 7,746 Hourly 32.57 34.19 35.90 37.71 39.58 41.56 43.02 44.69
32 Annual 69,410 72,883 76,523 80,330 84,386 88,587 91,686 95,285 Monthly 5,784 6,074 6,377 6,694 7,032 7,382 7,641 7,940 Hourly 33.37 35.04 36.79 38.62 40.57 42.59 44.08 45.81
33 Annual 71,198 74,714 78,478 82,368 86,486 90,813 94,016 97,656 Monthly 5,933 6,226 6,540 6,864 7,207 7,568 7,835 8,138 Hourly 34.23 35.92 37.73 39.60 41.58 43.66 45.20 46.95
34 Annual 72,946 76,586 80,413 84,427 88,670 93,080 96,366 100,090 Monthly 6,079 6,382 6,701 7,036 7,389 7,757 8,031 8,341 Hourly 35.07 36.82 38.66 40.59 42.63 44.75 46.33 48.12
35 Annual 74,755 78,499 82,410 86,528 90,896 95,410 98,758 102,627 Monthly 6,230 6,542 6,868 7,211 7,575 7,951 8,230 8,552 Hourly 35.94 37.74 39.62 41.60 43.70 45.87 47.48 49.34
36 Annual 76,648 80,434 84,469 88,712 93,101 97,822 101,254 105,186 Monthly 6,387 6,703 7,039 7,393 7,758 8,152 8,438 8,766 Hourly 36.85 38.67 40.61 42.65 44.76 47.03 48.68 50.57
37 Annual 78,541 82,451 86,570 90,938 95,472 100,256 103,750 107,806 Monthly 6,545 6,871 7,214 7,578 7,956 8,355 8,646 8,984 Hourly 37.76 39.64 41.62 43.72 45.90 48.20 49.88 51.83
38 Annual 80,496 84,531 88,754 93,184 97,864 102,773 106,350 110,510 Monthly 6,708 7,044 7,396 7,765 8,155 8,564 8,863 9,209 Hourly 38.70 40.64 42.67 44.80 47.05 49.41 51.13 53.13
39 Annual 82,514 86,611 90,979 95,534 100,298 105,310 109,034 113,256 Monthly 6,876 7,218 7,582 7,961 8,358 8,776 9,086 9,438 Hourly 39.67 41.64 43.74 45.93 48.22 50.63 52.42 54.45
40 Annual 84,573 88,795 93,288 97,947 102,814 107,952 111,717 116,106 Monthly 7,048 7,400 7,774 8,162 8,568 8,996 9,310 9,676 Hourly 40.66 42.69 44.85 47.09 49.43 51.90 53.71 55.82
41 Annual 86,674 91,021 95,576 100,360 105,394 110,677 114,504 118,997 Monthly 7,223 7,585 7,965 8,363 8,783 9,223 9,542 9,916 Hourly 41.67 43.76 45.95 48.25 50.67 53.21 55.05 57.21
42 Annual 88,878 93,330 97,989 102,856 107,994 113,422 117,374 121,971 Monthly 7,407 7,778 8,166 8,571 9,000 9,452 9,781 10,164 Hourly 42.73 44.87 47.11 49.45 51.92 54.53 56.43 58.64
43 Annual 91,083 95,659 100,464 105,456 110,718 116,293 120,349 125,029 Monthly 7,590 7,972 8,372 8,788 9,227 9,691 10,029 10,419 Hourly 43.79 45.99 48.30 50.70 53.23 55.91 57.86 60.11
44 Annual 93,392 98,030 102,918 108,098 113,485 119,163 123,323 128,128 Monthly 7,783 8,169 8,577 9,008 9,457 9,930 10,277 10,677 Hourly 44.90 47.13 49.48 51.97 54.56 57.29 59.29 61.60
45 Annual 95,722 100,506 105,498 110,802 116,355 122,138 126,422 131,352 Monthly 7,977 8,376 8,792 9,234 9,696 10,178 10,535 10,946 Hourly 46.02 48.32 50.72 53.27 55.94 58.72 60.78 63.15
46 Annual 98,093 102,960 108,160 113,547 119,226 125,195 129,563 134,638 Monthly 8,174 8,580 9,013 9,462 9,936 10,433 10,797 11,220 Hourly 47.16 49.50 52.00 54.59 57.32 60.19 62.29 64.73
47 Annual 100,568 105,560 110,843 116,418 122,221 128,357 132,808 138,008 Monthly 8,381 8,797 9,237 9,702 10,185 10,696 11,067 11,501 Hourly 48.35 50.75 53.29 55.97 58.76 61.71 63.85 66.35
48 Annual 103,022 108,222 113,630 119,267 125,278 131,518 136,136 141,461 Monthly 8,585 9,019 9,469 9,939 10,440 10,960 11,345 11,788 Hourly 49.53 52.03 54.63 57.34 60.23 63.23 65.45 68.01
49 Annual 105,622 110,926 116,459 122,304 128,419 134,846 139,526 144,976 Monthly 8,802 9,244 9,705 10,192 10,702 11,237 11,627 12,081 Hourly 50.78 53.33 55.99 58.80 61.74 64.83 67.08 69.70
50 Annual 108,306 113,693 119,350 125,362 131,581 138,195 143,042 148,595 Monthly 9,026 9,474 9,946 10,447 10,965 11,516 11,920 12,383 Hourly 52.07 54.66 57.38 60.27 63.26 66.44 68.77 71.44
51 Annual 110,989 116,522 122,366 128,482 134,909 141,648 146,598 152,339 Monthly 9,249 9,710 10,197 10,707 11,242 11,804 12,217 12,695 Hourly 53.36 56.02 58.83 61.77 64.86 68.10 70.48 73.24
6/16/2025 Page 2 of 4 770
FY 2025-26 Exhibit A
City of Palm Desert
Salary Schedule Grade/Step Table
Effective July 1, 2025
Salary Range Wage Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 52 Annual 113,776 119,475 125,445 131,706 138,278 145,184 150,280 156,166 Monthly 9,481 9,956 10,454 10,976 11,523 12,099 12,523 13,014 Hourly 54.70 57.44 60.31 63.32 66.48 69.80 72.25 75.08
53 Annual 116,584 122,429 128,586 134,992 141,710 148,824 154,024 160,056 Monthly 9,715 10,202 10,716 11,249 11,809 12,402 12,835 13,338 Hourly 56.05 58.86 61.82 64.90 68.13 71.55 74.05 76.95
54 Annual 119,538 125,507 131,789 138,362 145,246 152,526 157,872 164,070 Monthly 9,962 10,459 10,982 11,530 12,104 12,711 13,156 13,673 Hourly 57.47 60.34 63.36 66.52 69.83 73.33 75.90 78.88
55 Annual 122,491 128,648 135,054 141,814 148,928 156,374 161,845 168,147 Monthly 10,208 10,721 11,255 11,818 12,411 13,031 13,487 14,012 Hourly 58.89 61.85 64.93 68.18 71.60 75.18 77.81 80.84
56 Annual 125,590 131,872 138,445 145,392 152,630 160,243 165,901 172,328 Monthly 10,466 10,989 11,537 12,116 12,719 13,354 13,825 14,361 Hourly 60.38 63.40 66.56 69.90 73.38 77.04 79.76 82.85
57 Annual 128,710 135,158 141,898 149,032 156,437 164,258 170,019 176,675 Monthly 10,726 11,263 11,825 12,419 13,036 13,688 14,168 14,723 Hourly 61.88 64.98 68.22 71.65 75.21 78.97 81.74 84.94
58 Annual 131,955 138,528 145,475 152,714 160,368 168,376 174,262 181,085 Monthly 10,996 11,544 12,123 12,726 13,364 14,031 14,522 15,090 Hourly 63.44 66.60 69.94 73.42 77.10 80.95 83.78 87.06
59 Annual 135,242 141,981 149,094 156,541 164,341 172,619 178,610 185,598 Monthly 11,270 11,832 12,425 13,045 13,695 14,385 14,884 15,467 Hourly 65.02 68.26 71.68 75.26 79.01 82.99 85.87 89.23
60 Annual 138,590 145,538 152,818 160,472 168,501 176,925 183,082 190,237 Monthly 11,549 12,128 12,735 13,373 14,042 14,744 15,257 15,853 Hourly 66.63 69.97 73.47 77.15 81.01 85.06 88.02 91.46
61 Annual 142,106 149,178 156,603 164,445 172,702 181,334 187,699 195,021 Monthly 11,842 12,432 13,050 13,704 14,392 15,111 15,642 16,252 Hourly 68.32 71.72 75.29 79.06 83.03 87.18 90.24 93.76
62 Annual 145,621 152,922 160,534 168,584 177,008 185,848 192,379 199,888 Monthly 12,135 12,744 13,378 14,049 14,751 15,487 16,032 16,657 Hourly 70.01 73.52 77.18 81.05 85.10 89.35 92.49 96.10
63 Annual 149,240 156,728 164,549 172,786 181,438 190,486 197,184 204,880 Monthly 12,437 13,061 13,712 14,399 15,120 15,874 16,432 17,073 Hourly 71.75 75.35 79.11 83.07 87.23 91.58 94.80 98.50
64 Annual 153,005 160,659 168,688 177,112 185,952 195,270 202,093 209,997 Monthly 12,750 13,388 14,057 14,759 15,496 16,273 16,841 17,500 Hourly 73.56 77.24 81.10 85.15 89.40 93.88 97.16 100.96 65 Annual 156,832 164,653 172,890 181,542 190,590 200,138 207,168 215,218 Monthly 13,069 13,721 14,408 15,129 15,883 16,678 17,264 17,935 Hourly 75.40 79.16 83.12 87.28 91.63 96.22 99.60 103.47 66 Annual 160,763 168,771 177,195 186,077 195,395 205,150 212,347 220,605 Monthly 13,397 14,064 14,766 15,506 16,283 17,096 17,696 18,384 Hourly 77.29 81.14 85.19 89.46 93.94 98.63 102.09 106.06 67 Annual 164,798 172,994 181,646 190,757 200,242 210,330 217,651 226,138 Monthly 13,733 14,416 15,137 15,896 16,687 17,528 18,138 18,845 Hourly 79.23 83.17 87.33 91.71 96.27 101.12 104.64 108.72 68 Annual 168,875 177,341 186,202 195,499 205,275 215,571 223,080 231,795 Monthly 14,073 14,778 15,517 16,292 17,106 17,964 18,590 19,316 Hourly 81.19 85.26 89.52 93.99 98.69 103.64 107.25 111.44 69 Annual 173,098 181,709 190,861 200,387 210,434 220,917 228,654 237,557 Monthly 14,425 15,142 15,905 16,699 17,536 18,410 19,055 19,796 Hourly 83.22 87.36 91.76 96.34 101.17 106.21 109.93 114.21 70 Annual 177,424 186,306 195,624 205,400 215,675 226,470 234,374 243,526 Monthly 14,785 15,526 16,302 17,117 17,973 18,873 19,531 20,294 Hourly 85.30 89.57 94.05 98.75 103.69 108.88 112.68 117.08 71 Annual 181,854 190,965 200,554 210,538 221,083 232,128 240,219 249,642 Monthly 15,155 15,914 16,713 17,545 18,424 19,344 20,018 20,804 Hourly 87.43 91.81 96.42 101.22 106.29 111.60 115.49 120.02 72 Annual 186,410 195,728 205,504 215,800 226,574 237,931 246,230 255,861 Monthly 15,534 16,311 17,125 17,983 18,881 19,828 20,519 21,322 Hourly 89.62 94.10 98.80 103.75 108.93 114.39 118.38 123.01 6/16/2025 Page 3 of 4 771
FY 2025-26 Exhibit A
City of Palm Desert
Salary Schedule Grade/Step Table
Effective July 1, 2025
Salary Range Wage Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 73 Annual 191,090 200,637 210,642 221,187 232,232 243,838 252,408 262,246 Monthly 15,924 16,720 17,554 18,432 19,353 20,320 21,034 21,854 Hourly 91.87 96.46 101.27 106.34 111.65 117.23 121.35 126.08 74 Annual 195,832 205,629 215,925 226,720 238,056 249,954 258,710 268,798 Monthly 16,319 17,136 17,994 18,893 19,838 20,830 21,559 22,400 Hourly 94.15 98.86 103.81 109.00 114.45 120.17 124.38 129.23 75 Annual 200,741 210,766 221,312 232,378 243,984 256,194 265,158 275,496 Monthly 16,728 17,564 18,443 19,365 20,332 21,350 22,097 22,958 Hourly 96.51 101.33 106.40 111.72 117.30 123.17 127.48 132.45 Y-Rate 118 - 32 Annual 107,578
Monthly 8,965
Hourly 51.72
CM Annual 278,096 City Manager - per contract dated 03-24-2025 Hourly 133.70
CC Annual 36,116 City Council
Per Meeting 50.00 Housing Authority Meetings
6/16/2025 Page 4 of 4 772
2025/2026 FINANCIAL PLAN MEMORANDUM
TO: Chris Escobedo, City Manager
FROM: Veronica Chavez, Director of Finance
DATE: June 26, 2025
SUBJECT: 2025/26 OUT OF STATE TRAVEL REQUESTS & BUDGET ESTIMATES Department Organization Destination Attendee Price
City Council
International Council of
Shopping Centers (ISCS) Las Vegas, NV Councilmembers (up to 2) $5,000 City Manager
Virginia Institute of Government
(LEAD) Richmond, VA Management (up to 5) $50,000
International City Managers
Association (ICMA)
Tampa/Hillsboroug
h County, FL
City Manager
Assistant City Manager $7,000
International Council of Shopping
Centers (ICSC) Las Vegas, NV City Manager
Assistant City Manager $5,000
Library Services
American Library Association Chicago, IL Director, Librarian (2) $5,000 Public Library Association Minneapolis, MN Director, Librarian (2) $5,000 CORE Forum Denver, CO Assistant Director (1) $2,500
Digital Content Conference Cleveland, OH Librarian (1) $2,500 Development
Services
International City/County
Management Association (ICMA)
or American Planning Association
(APA)
Tampa, FL or
Detroit, MI Director of Development Services $3,500
International City/County
Management Association (ICMA)
or American Planning Association
(APA)
Tampa, FL or
Detroit, MI
Deputy Director of Development
Services $3,500
International Council of Shopping
Centers (ICSC)
Las Vegas, NV Director of Development Services $2,500
International Code Council (ICC)
Cert Training w/Construction
Exam Center
Henderson, NV Chief Building Official $2,000
Economic
Development
International City/County
Management Association (ICMA) Tampa, FL Director of Economic Development $3,500
International Economic
Development Council Detroit, MI Director of Economic
Development $3,500
International City/County
Management Association (ICMA)
or International Economic
Development Council
Tampa, FL or
Detroit, MI
Deputy Director of Economic
Development $3,500
International Council of Shopping
Centers (ICSC)
Las Vegas, NV
Director of Economic
Development
Deputy Director of Economic
Development
$5,000
Waste Expo or RCon Las Vegas, NV or
Columbus, OH Management Analyst $2,500
773
Collaboration of Design and Art
(CODA) Summit or Americans for
the Arts (AFTACON)
Washington DC or
TBD
Management Analyst or Deputy
Director of Economic
Development
$2,500
ESTO (Educational Seminar for
Tourism Organizations) Phoenix, AZ Public Affairs Manager $2,500 James Beard Dinner – Palm
Desert Food & Wine New York, NY Public Affairs Manager $2,000 Palm Desert Marketing Workshop
with Creative Agency Austin, TX Public Affairs Manager $0 Finance
Government Finance Officers
Association Chicago, IL Director of Finance or
Deputy Director $5,000
International City Managers
Association Tampa, FL Director of Finance or
Deputy Director $2,500
Laserfiche National Conference Las Vegas, NV Cyber Security Officer IT System Administrators (2) $ 3,600
Informa – Black Hat USA
Cyber Security Conference Las Vegas, NV Cyber Security Officer $5,000 Capital Projects American Public Works Assoc. -
PWX Conference Chicago, IL Project Managers (2) $8,000
Public Works
American Public Works Assoc. -
PWX Conference Chicago, IL Director of PW, Sr. PM, Project Manager, Landscape Inspector $16,000
OpenGov Transform Conference Rosemont, IL Management Analyst $3,500 Concrete World Las Vegas, CA (3) Maintenance Worker I/II/III $10,000 International City Managers
Association (ICMA)
Tampa, FL Director of Public Works $3,500
Certified Playground Safety
Inspector (CPSI) Schertz, TX Landscape Inspector $4,000 774
FY 2025-26 FINANCIAL PLAN

AND FIVE-YEAR CAPITAL

IMPROVEMENT PLAN
JUNE 26, 2025

VERONICA CHAVEZ

DIRECTOR OF FINANCE
775

CITY COUNCIL
GOALS

ANNUALLY IN FEBRUARY, THE CITY COUNCIL DEVELOPS
GOALS FOR THE YEAR.
2025 GOALS AND PRIORITIES INCLUDE:
• CSUSB, INNOVATION & ENTREPRENUERSHIP
• NORTH PALM DESERT DEVELOPMENT
• MALL REDEVELOPMENT
• DEVELOPMENT CODE/FIRE PREVENTION UPDATE
• CRIME PREVENTION TECHNOLOGY
• CITY MEDIANS AND RIGHT-OF-WAY ASSESSMENT
2 776
FY 2025-26

FINANCIAL
PLAN

C I T Y S TA F F H A S D E V E LO P E D A

B A L A N C E D B U D G E T U S I N G T H E

C I T Y C O U N C I L G O A L S A N D

P R I O R I T I E S A S A G U I D E
777

GENERAL FUND OVERVIEW
Fiscal Year (FY) 2025-26 General Fund Budget
Revenue Expenditures Surplus
$109,743,818 $109,424,005 $319,813
 CIP (Year 1): $67.11 million
 Public Safety Budget: $64.16 million
 No use of reserves for operations
778

GENERAL
FUND

REVENUE
UP 31.9% FROM PRIOR

YEAR, DRIVEN BY

MEASURE G SALES TAX
AND PROPERTY TAX .

Sales Tax
23%
District Tax
22%
TOT and STR’s
21%
Property Tax
12%
Franchise Fees
3%
Timeshare
Mitigation Fee*
2%
Business License
Tax
1%
Transfers In
2%
Permits/Fees
3%
State Payments
5%
Interest and
Rents
5%
Reimb and Other
Revenue
1%
FY 2025-26

GENERAL FUND REVENUES
$109,743,818
779

GENERAL FUND

EXPENDITURES
Up 31.8% over prior year, primarily due
to public safety costs, personnel
services, and Measure G
implementation.

Capital Projects
2%
Finance and Audit
3%
General Services
5%
IT
4%
Interfund Transfers
25%
Police Services
26%
Public Works
2%
Streets
3%
Marketing
2%
Economic Dev
2%
Community Dev
2%
Parks and Rec
2%
Landscape Services
3%
Contributions
2%
FY 2025-26 GENERAL FUND APPROPRIATIONS
$109,424,005
City Council
City Clerk
Legislative Advocacy
Elections
Legal
City Manager
Capital Projects
Finance and Audit
Human Resources
General Services
Information Technology
Unemployment Insurance
Insurance
Interfund Transfers
Police Services
Community Safety
Homelessness Service
Animal Regulation
Traffic
Public Works
Streets
Street Resurfacing
ADA Improvements
Parking Lot Improvements
Street Resurfacing
Street Resurfacing
Corporation Yard
Fleet
Building Maint
Portola Community Ctr
NPDES
Community Promotions
Marketing
Visitor Services
Building and Safety
Permit Center
Code Enforcement
Engineering & Land Develop.

Economic Dev
Community Dev
Parks and Rec
Park Maintenance
Landscape Services
Citywide Park Imps
Civic Center Park Imps
Contributions
780

MEASURE G

IMPLEMENTATION
F Y 2 0 2 5 - 2 6 i s t h e f i r s t
f u l l y e a r o f M e a s u r e G
s a l e s t a x r e v e n u e s .

P r o j e c t e d F u n d s h a v e
b e e n a l l o c a t e d p e r t h e
F i v e - Ye a r S p e n d i n g
P l a n .

S u p p o r t s p u b l i c s a f e t y,
i n f r a s t r u c t u r e , a n d
s e r v i c e e n h a n c e m e n t s .

PUBLIC
SAFETY
Funds
allocated
for new
police
officers,
fire
station
upgrades,
and fire
service
ops
1 NEW

LIBRARY
Build new
library at
Civic
Center
Campus
2 NORTH
PD

INFRAST
RCTR
Storm
drains,
basins,
energy,
and roads
3 NORTH
PD
PARKS
Communit
y and
Regional
Park
4 PUBLIC
WORKS
Increased
staffing to
meet
needs in
growing
North
area of PD
5 781

CAPITAL

IMPROVEMENT
PLAN
• The proposed FY 2025-26 CIP totals
$67.11 million
 Key Infrastructure included like Fire
Station 102 Construction, Fire Stations
33/71 Renovation/Rehabilitation, Palm
Desert Library Construction, and Public
Facility Upgrades
 Funding Sources Include: General
Fund, Measure G, Measure A, and other
restricted funds
 Aligns with 2025 City Council Goals and
Priorities
782

PUBLIC SAFETY COSTS
Distribution
Public Safety Total Request General Fund Special Funds
Police Service 28,713,628 28,373,878 339,750
Community Safety and County EMS 220,084 220,084
Homelessness Services* 445,000 445,000
Fire Services** 34,783,794 10,425,000 24,358,794
Total Public Safety $ 64,162,506 $ 39,018,962 $ 25,143,544 * Paid by PLHA grant and opioid settlement funds
**Paid by Fire and General Fund (includes Capital Costs)  Total Cost: $64.16 million
 General Fund Share: 36% of General Fund budget
 Fire Station 102 Completion: May 2026
783

OTHER GOVERNMENTAL FUNDS
Transportation
Parks & Drainage
Housing Mitigation
Public Art & Childcare Facilities
Enterprise Funds (e.g., Desert Willow, Parkview Office) Internal Service, Debt Service, and Assessment Districts Housing Authority
Monies collected and expended from these funds are generally set aside for the purpose identified by the fund or are restricted to specific uses.

Total Budget: $144.2 million
across all Other Funds
784

APPROPRIATIONS LIMIT
State Imposed Spending Cap
FY 2025-26 Calculated Limit: $194,068,627
Budgeted Appropriations: $109.4 million - well within the legal limit 785

STAFF ALLOCATION RESOLUTION AND

OUT OF STATE TRAVEL MEMO
The Staffing Resolution Identifies the following:

Classification groups
All allocated positions
FY 2025-26 Salary Schedule
All out of state travel must be approved by Council in a public meeting The Out of State Travel Memo notes all intended travel for FY 2025-26 786
FY 2025-26 BUDGET

SUMMARY
THE FY 2025-26 FINANCIAL PLAN, AS PRESENTED,

RESULTS IN A REVENUE SURPLUS, DOES NOT

REQUIRE THE USE OF RESERVES FOR OPERATIONS,
AND ALIGNS WITH THE 2025 CITY COUNCIL GOALS.

BELOW ARE HIGHLIGHTS:
•PROJECTED SURPLUS AS PROPOSED: $319,813
•ESTIMATED YEAR END FUND BALANCE - $99.4
MILLION, WITH A REQUIRED RESERVE OF $76
MILLION FOR FY 2025-26
•MEASURE G IS FULLY ALLOCATED PER PLAN AND

TO BE REVIEWED BY THE FINANCE COMMITTEE
•ALIGNS WITH THE 2025 CITY COUNCIL GOALS AND

PRIORITIES
787

RECOMMENDATION

S TA F F R E C O M M E N D S O P E N I N G T H E

P U B L I C H E A R I N G

A P P R O VA L O F T H E R E S O L U T I O N S
A D O P T I N G T H E F Y 2 0 2 5 - 2 6 F I N A N C I A L

P L A N A N D F I V E - Y E A R C I P P L A N ,

E S TA B L I S H I N G T H E A P P R O P R I AT I O N S

L I M I T, A D O P T I N G T H E H O U S I N G

A U T H O R I T Y B U D G E T, A N D A D O P T I N G

A U T H O R I Z E D C L A S S I F I C AT I O N S ,
P O S I T I O N S A N D S A L A R Y S C H E D U L E .

A P P R O VA L O F F Y 2 0 2 5 - 2 6 O U T O F

S TAT E T R A V E L M E M O

S TA F F W I L L R E T U R N A F T E R S U M M E R

B R E A K W I T H A S T U D Y S E S S I O N I T E M
T O D I V E I N T O T H E 1 0 - Y E A R C A S H

F L O W P R O J E C T I O N S , I M PA C T S T O

R E S E R V E B A L A N C E , A N D P O T E N T I A L
P O L I C Y O P T I O N S F O R C O N S I D E R AT I O N . 788
QUESTIONS?

V E RO N I C A C H AV EZ
V C H AV EZ @ PA L M D ES ERT.GOV
7 6 0 . 3 4 6. 0 61 1 X . 3 4 4
Thank you!
789
790

CITY OF PALM DESERT

STAFF REPORT
MEETING DATE: June 26, 2025
PREPARED BY: Maria Gonzalez, Management Analyst
Chris Gerry, Senior Project Manager
SUBJECT: RESOLUTION TO APPROVE THE ENGINEER’S REPORT, ORDER THE

LEVY AND COLLECTION OF ASSESSMENTS IN THE CITY OF PALM
DESERT BENEFIT ASSESSMENT DISTRICT NO. 1 FOR FISCAL YEAR 2025-26
RECOMMENDATION:

Adopt a resolution entitled “A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM DESERT, CALIFORNIA, APPROVING THE ENGINEER’S REPORT AND ORDERING THE

LEVY AND COLLECTION OF ASSESSMENTS WITHIN CITY OF PALM DESERT BENEFIT ASSESSMENT DISTRICT NO. 1 FOR FISCAL YEAR 2025-26, PURSUANT TO THE PROVISIONS OF THE BENEFIT ASSESSMENT ACT OF 1982.”
BACKGROUND/ANALYSIS:

Benefit Assessment District (BAD) No. 1 was established by City Council in 2007 under the Benefit Assessment Act of 1982 to provide ongoing funding for the maintenance and potential expansion of the regional stormwater drainage system in Section 29. The system includes a retention basin and related infrastructure designed to manage runoff and reduce flood risk for developed parcels. Assessments were first levied in (FY) Fiscal Year 2007-08 and are shared among benefiting properties based on proportional benefit.

Each property in the BAD is charged an annual assessment based on its proportional benefit using a method called Equivalent Benefit Units (EBUs). EBUs take into account factors such as parcel size, land use, and development status. For instance, a larger commercial lot that generates more runoff will be assigned more EBUs than a smaller residential parcel. This approach ensures that each property pays its fair share based on the level of benefit it receives from the drainage improvements.

The assessment calculations and methodology were prepared by Willdan Financial Services, the City’s independent assessment engineer. Willdan also authored the attached 2025/26 Engineer’s Report, which provides the technical basis for the proposed levy. The report includes parcel-level calculations, district boundaries, the formula used to assign EBUs, and a summary of current and long-term funding needs, including reserve and capital improvement components.

The full levy amount of $625 per EBU is proposed for FY 2025/26. This rate is within the maximum allowed and is needed to support continued maintenance, administration, and capital reserves for the system. The BAD boundaries and affected parcels are detailed in the Engineer’s Report (page 12).
791
City of Palm Desert
Resolution to Approve the Engineer’s Report for BAD No. 1

City Council approval is required via resolution to authorize the annual assessment levy for FY 2025-26, as outlined in the Engineer’s Report. Adoption of the resolution enables the City to submit the assessment roll to the County for inclusion on property tax bills and provides necessary funding for the continued operation and maintenance of the Section 29 drainage system.

Legal Review:

This report has been reviewed by the City Attorney’s Office.

FINANCIAL IMPACT:

The assessment and collection of the full levy amount covers the ongoing maintenance of the Section 29 retention basin, a potential expansion, and associated administrative costs. Projected revenue and estimated expenditures for the BAD have been included in the FY 2025-26 Proposed Annual Budget under Fund. - 289 Section 29 BAD.

ATTACHMENTS:

1. Resolution – Order the Levy and Engineer’s Report Approval

2. FY 2025-26 Engineer’s Report
792
RESOLUTION NO. 2025-____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT, CALIFORNIA, APPROVING THE ENGINEER’S REPORT AND

ORDERING THE LEVY AND COLLECTION OF ASSESSMENTS WITHIN
CITY OF PALM DESERT BENEFIT ASSESSMENT DISTRICT NO. 1 FOR FISCAL YEAR 2025/2026, PURSUANT TO THE PROVISIONS OF THE BENEFIT ASSESSMENT ACT OF 1982
WHEREAS, the City Council has, by previous resolutions, declared its intention to levy assessments for City of Palm Desert Benefit Assessment District No. 1 (hereafter referred to as the “District”); and
WHEREAS, the engineer selected by the City Council has prepared and filed with the City Clerk, and the City Clerk has presented to the City Council the “2025/2026 Engineer’s Report” (hereafter referred to as the “Report”). This Report describes the assessments against the parcels of land within the District for the fiscal year commencing July 1, 2025 and ending June 30, 2026, that pay for the maintenance, operation, and servicing of improvements and facilities related thereto; and WHEREAS, the City Council has carefully examined and reviewed the Report, as presented, and is satisfied with the items and documents, as set forth therein, and finds that the levy of assessments has been spread in accordance with the special benefits that will be received from the improvements, operation, maintenance, and services to be performed, as set forth in the Report in compliance with article XIII D of the California Constitution; and
WHEREAS, the City Council wishes to levy and collect assessments against parcels of land within the District for the fiscal year commencing July 1, 2025 and ending June 30, 2026, in order to pay for the costs and expenses of operating, maintaining, and servicing the improvements and appurtenant facilities located within the District.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

SECTION 2. Fair Public Hearing. Following notice duly given, the City Council has held a full and fair public hearing regarding the District, the levy and collection of assessments, and the Report prepared in connection therewith and has considered any oral and written statements, protests, and communications that interested persons have made or filed regarding these matters.

SECTION 3. Property Owner Approval. The City Council finds that the record owners of property within the District previously approved the continued levy and 793
Resolution No. 2025-____ Page 2
collection of assessments through property owner balloting proceedings and that the proposed assessment for fiscal year 2025/2026 is consistent with the assessments so approved.

SECTION 4. City Council Findings. Based upon the Report, which is hereby approved and ordered to be filed in the Office of the City Clerk as a permanent record that will be open to public inspection, the City Council hereby finds and determines that:

A. The land and eligible parcels within District boundaries will receive a particular and distinct benefit over and above general benefits that are conferred on real property that is located in the District or to the public at large from the operation, maintenance, and servicing of the improvements and appurtenant facilities that are identified in the Report (hereafter referred to as “Special Benefit”); and B. The District includes the lands and parcels that receive a Special Benefit; and C. The net amount to be assessed upon the lands within the District is in accordance with and apportioned by a formula and by a method that distributes the net amount fairly among eligible parcels, in proportion to the Special Benefit that each parcel will receive from the improvements and services for the fiscal year commencing July 1, 2025 and ending June 30, 2026.

SECTION 5. Constitutional Compliance. The Report and the assessment, as presented to the City Council and as on file with the Office of the City Clerk, comply with the applicable provisions of California State Constitution article XIII D and are hereby confirmed as filed.

SECTION 6. Improvements Ordered. The maintenance, operation, and servicing of the improvements will be performed, pursuant to the provisions of the Benefit Assessment Act of 1982, title 5, division 2, part 1, chapter 6.4 of the California Government Code, commencing with section 54703 (hereafter referred to as the "Act").

The City Council hereby orders the proposed improvements to be made. These improvements are briefly described as the operation, maintenance, servicing, and administration of the improvements and incidental expenses related thereto for the District, which is located within the boundaries of the City of Palm Desert and within the jurisdiction of the City Council. A more detailed description of the improvements is contained within the Report, but the improvements and facilities can be classified within the following general category:

A. Installation, construction, or maintenance of any authorized improvements under the Act, including, but not limited to, drainage improvements and any facilities that are appurtenant to any of the aforementioned, or which are necessary or convenient for the maintenance or servicing thereof.

SECTION 7. County Collection of Levy. The County Auditor/Controller of Riverside County (hereafter the “County”) will enter on the County Assessment Roll, opposite each 794
Resolution No. 2025-____ Page 3
eligible parcel of land, the amount of levy. The levy will be collected at the same time and in the same manner as County taxes are collected. After the County collects the levy, the net amount of the levy will be paid to the Treasurer of the City of Palm Desert.

SECTION 8. Restricted Use of Assessments. The City Treasurer will deposit all money representing assessments that the County has collected for the District, into a District fund. This money will be expended only for the maintenance, operation, and servicing of improvements as described in section 6.

SECTION 9. Adoption of District Levy. The adoption of this resolution constitutes the District levy for the fiscal year commencing July 1, 2025 and ending June 30, 2026.

SECTION 10. Direction to City Clerk. The City Clerk, or his or her designee, is hereby authorized and directed to file the levy with the county auditor upon the adoption of this resolution.

SECTION 11. Public Inspection. A copy of the levy will be filed in the Office of the City Clerk and will be open to public inspection.

ADOPTED ON ________________, 2025.

JAN C. HARNIK
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
795
Resolution No. 2025-____ Page 4
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2025-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
796
27368 Via Industria
Suite 200
Temecula, California 92590
T 951.587.3500 | 800.755.6864
F 951.587.3510
www.willdan.com

City of Palm Desert
Benefit Assessment District No. 1

2025/2026 ENGINEER’S ANNUAL LEVY REPORT

Intent Meeting: May 8, 2025
Public Hearing: June 26, 2025
797

ENGINEER'S REPORT AFFIDAVIT
Benefit Assessment District No.1
The District includes parcels of land within the subdivisions know as Parcel Map No. 24255 (Monterey 170)/
Assessment District 2004-02 (Section 29)
City of Palm Desert,
County of Riverside, State of California
This Report and the enclosed budget, assessments, descriptions and diagrams describe the Benefit Assessment District No.1, and include each lot, parcel, and subdivision of land within the District, as they existed at the time of the passage of the Resolution of Intention. Reference is hereby made to the Riverside County Assessor’s maps for a detailed description of the lines and dimensions of parcels within the District. The undersigned respectfully submits the enclosed Report as directed by the City Council.

Dated this ____________ day of ______________, 2025.

Willdan Financial Services
Assessment Engineer
On Behalf of the City of Palm Desert
By: ________________________________
Daniel Louie, Senior Project Manager
District Administrative Services
By: ________________________________
Tyrone Peter
P.E. # C 81888
6th May
798

TABLE OF CONTENTS
INTRODUCTION............................................................................... 1 PART I — PLANS AND SPECIFICATIONS ..................................... 3 A. Benefiting Properties within the District..............................................3 B. Funding authorized by the 1982 Act.....................................................3 C. Description of Services .........................................................................4 PART II — METHOD OF APPORTIONMENT .................................. 5 A. General....................................................................................................5 B. Benefit Analysis .....................................................................................6 C. Assessment Methodology.....................................................................6 D. Assessment Range Formula.................................................................8 PART III — DISTRICT BUDGET..................................................... 10 PART IV — DISTRICT DIAGRAMS................................................ 11 PART V — ASSESSMENT ROLL .................................................. 13 799
2025/2026 Benefit Assessment District No. 1 Page 1

INTRODUCTION
Pursuant to the provisions of the Benefit Assessment Act of 1982, being Chapter 6.4 of the California Government Code, commencing with Section 54703 (hereafter referred to as the “1982 Act”), and in compliance with the substantive and procedural requirements of the California State Constitution Article XIIID (hereafter referred to as the “California Constitution”), the City Council of the City of Palm Desert, County of Riverside, State of California (hereafter referred to as “City”), proposes to levy special benefit assessments for the district designated as:

City of Palm Desert Benefit Assessment District No. 1
Benefit Assessment District No. 1 (hereafter referred to as “District”), which includes lots and parcels of land within the subdivisions known as Monterey 170 and subdivision known as Section 29, within the City limits of Palm Desert. The areas included in the District are also known as Parcel Map No. 24255 (Monterey 170) / Assessment District 2004-02 (Section 29).

The Engineer’s Annual Levy Report (hereafter referred to as the “Report”) describes the District, the services, and the proposed assessments to be levied against properties in connection with the special benefits that the properties will receive from the maintenance and servicing of the District improvements and facilities for Fiscal Year 2025/2026. The District and the assessments described herein will provide a funding source (annual assessments) for the continued operation, maintenance and servicing of the drainage basin, including expansions thereto.

The services and assessments described in this Report are based on the current and planned development of properties within the District and represent an estimate of the direct expenditures, incidental expenses, and fund balances that will be necessary to operate, maintain and service the drainage basin that provides special benefits to properties within the District. The structure of the District (organization), the proposed services, the method of apportionment, and assessments described herein are based on the current and proposed development within the District; and by reference, the plans and specifications for the drainage basin and expansion thereto are made part of this Report.

The word “parcel,” for the purposes of this Report, refers to an individual property assigned its own Assessor’s Parcel Number (APN) by the Riverside County Assessor’s Office. The Riverside County Auditor-Controller uses Assessor’s Parcel Numbers and specific Fund Numbers to identify properties to be assessed on the tax roll for the special benefit assessments.

As part of this District, the City of Palm Desert conducted a Property Owner Protest Ballot proceeding for the proposed levy of a new assessment pursuant to the provisions of the California Constitution, Article XIIID Section 4. In conjunction with this ballot proceeding, the City Council conducted a noticed public hearing to consider public testimonies, comments and written protests regarding the formation of the District and levy of 800
2025/2026 Benefit Assessment District No. 1 Page 2
assessments. At the public hearing, property owner protest ballots received were tabulated and a majority protest did not exist for the proposed assessments and the assessment range formula presented and described herein. The City Council approved the Report, ordered the formation of the District, and approved the levy and collection of assessments.

Each subsequent fiscal year, a Report is prepared and presented to the City Council describing any changes to the proposed services, the annual budget and assessments for that fiscal year, and the City Council shall hold a noticed public hearing regarding these matters prior to approving and ordering the proposed levy of assessments. If the proposed assessments for the District exceed the maximum assessment described herein (as approved by the property owners), the new or increased assessment must be confirmed through another property owner protest ballot proceeding before such an assessment may be imposed. It should be noted that an increased assessment of an individual property resulting from changes in development or land use does not constitute an increased assessment.

This Report consists of five (5) parts:

Part I
Plans and Specifications: A description of the District boundaries and the proposed improvements associated with the District.

Part II
The Method of Apportionment: A discussion of benefits the services provided to properties within the District and the method of calculating each property’s proportional special benefit and annual assessment. This section also identifies and outlines an Assessment Range Formula that provides for an annual adjustment to the Maximum Assessment Rate that establishes limits on future assessments, but also provides for reasonable cost adjustments due to inflation without the added expense of additional property owner protest ballot proceedings.

Part III
The District Budget: An estimate of the annual costs to operate, maintain and service the drainage basin improvements and facilities installed and constructed to support current and proposed development within the District. This budget includes an estimate of anticipated direct maintenance costs and incidental expenses including, but not limited to administration expenses and the collection of appropriate fund balances. The special benefit assessments are based on the overall operation, maintenance and servicing costs minus any costs that are considered general benefit or not assessed as special benefit.

The proposed assessments for the Fiscal Year 2025/2026, shall be based on the estimated net annual cost of operating, maintaining and servicing the District improvements for that fiscal year. The Maximum Assessments Rate (Rates per 801
2025/2026 Benefit Assessment District No. 1 Page 3
Equivalent Benefit Unit) identified in the budget of this Report shall be adjusted annually by the Assessment Range Formula described in the method of apportionment.

Part IV
District Diagram: A Diagram showing the exterior boundaries of the District is provided in this Report and includes all parcels that will receive special benefits from the services.

Parcel identification, the lines and dimensions of each lot, parcel and subdivision of land within the District, are inclusive of all parcels as shown on the Riverside County Assessor's Parcel Maps as they existed at the time of the passage of the Resolution of Intention, and shall include all subsequent subdivisions, lot line adjustments or parcel changes therein. Reference is hereby made to the Riverside County Assessor’s maps for a detailed description of the lines and dimensions of each lot and parcel of land within the District.

Part V
Assessment Roll: A listing of the proposed assessment amount to be applied to each parcel within the District for the Fiscal Year 2025/2026. The proposed assessment amount for each parcel is based on the parcel’s proportional special benefit as outlined in the method of apportionment and the Maximum Assessment Rates.

PART I — PLANS AND SPECIFICATIONS
A. Benefiting Properties within the District
The territory within the District consists of all lots, parcels and subdivisions of land within the subdivision known as Monterey 170 and the proposed subdivision known as Section 29, which encompasses an area of land totaling approximately four hundred sixty acres (460 acres). The subdivisions are generally located:

North of Gerald Ford;
Southwest of Interstate 10;
West of Portola Avenue; and,
East of Monterey Avenue.

B. Funding authorized by the 1982 Act
As generally defined by the 1982 Act and applicable to this District, the City may impose a benefit assessment to finance the maintenance, operation and servicing costs associated with the drainage basin described below.
802
2025/2026 Benefit Assessment District No. 1 Page 4
C. Description of Services
The purpose of this District is to fund the activities necessary to operate, maintain and service the drainage basin constructed in a portion of Section 29, Township 4 South, Range 6 East SBM and to be enlarged in connection with current and new development of properties. The maintenance, operation and servicing of these improvements may include but are not limited to all materials, equipment, labor, and incidental expenses deemed necessary to keep the drainage basin in satisfactory condition. The maintenance of the improvements and related activities shall be funded entirely through the District assessments. The District services are generally described as:
• Drainage basin maintenance that may include but is not limited to inspection, repair, removal and replacement, and servicing of drainage basins, inlets, catch basins, manholes, outlets, drywells, pumps, filters and storm drain pipes installed in connection with the development of benefiting properties as well as any off-site improvements and facilities directly associated with the aforementioned infrastructure that is deemed necessary to service or protect the properties; • All appurtenant, equipment, materials and service contracts related to the operation, maintenance and servicing of the aforementioned improvements and facilities;
• Detailed maps and descriptions of the location and extent of the specific improvements to be maintained by the District are on file in the Office of Public Works and by reference are made part of this Report. The annual cost to provide the services determined to be of special benefit shall be allocated to each property in proportion to the special benefits received from those various services.

Drainage Basin Maintenance
The drainage basin maintenance may include but is not limited to: grading of access perimeter roads, repair of erosion of slopes to access roads, debris clearance, anchor mat repairs, dust control through the application of soil stabilization agents, weed abatement, mosquito and vector control, storm drain inlets and outlets, pumps, filters and pipes. The annual assessments for this District are intended to support the drainage basin and the maintenance program that will adequately regulate and control storm water runoff resulting from current and proposed development within the District. This maintenance program may include but is not limited to: inspection and documentation of the system; cleaning, servicing or repair of the facilities and equipment; and the partial removal, replacement or rehabilitation of equipment and facilities. The drainage basin will cover an area of approximately 4 acres. The Public Works Department shall authorize and schedule all operational activities and maintenance of the drainage basin. 803
2025/2026 Benefit Assessment District No. 1 Page 5
A portion of the services described above might not be performed on an annual basis but due to an extraordinary event, such as replacement of the anchor mats and other major facility repairs, the funds necessary for these activities are collected as part of the annual assessments. The monies collected each year for these extraordinary services shall be accumulated in a special fund of the District (Reserve/Capital Improvement Fund). The monies accumulated for these activities shall be spent as needed to perform the services deemed necessary by the City. This process of providing a reserve/capital improvement shall continue until such time the District is dissolved; or the City determines that such funding procedures require modification. Changes in the process of providing a reserve/capital improvement that would result in an increase in the annual assessment rate must be presented to the property owners for approval prior to imposing such an increase.

In March 2022, the City initiated an evaluation of the Section 29 Retention Basin.

Following an assessment of the basin's capacity, which stands at 45.4 acre-feet, an additional 16.3 acre-feet of retention volume was deemed necessary to mitigate overflow risks and accommodate the storage requirements for a 100-year storm event. The City has since designed for its improvement and expansion, and in December 2023, awarded a construction contract of approximately $4.63 million. The project was completed in August 2024. The City will continue to analyze the maintenance costs of these improvements and incorporate them in future assessments.

PART II — METHOD OF APPORTIONMENT
A. General
The 1982 Act permits the establishment of assessment districts by agencies for the purpose of providing for the maintenance, operation and servicing of drainage and flood control improvements as well as streets, roads, and appurtenant facilities. The 1982 Act further requires that the cost of these improvements be levied according to benefit rather than assessed value:
“The amount of the assessment imposed on any parcel of property shall be related to the benefit to the parcel which will be derived from the provision of the service.” Furthermore:
“The annual aggregate amount of the assessment shall not exceed the estimated annual cost of providing the service, except that the legislative body may, by resolution, determine that the estimated cost of work authorized … is greater than can be conveniently raised from a single annual assessment and order that the estimated cost shall be raised by an assessment levied and collected in installments…. The revenue derived from the assessment shall not be used to pay the cost of any service other than the service for which the assessment was levied.”
804
2025/2026 Benefit Assessment District No. 1 Page 6
The method of apportionment described in this Report for allocation of special benefit assessments utilizes commonly accepted engineering practices and in compliance with the provisions of the 1982 Act and the California Constitution. The formulas used for calculating assessments reflect the composition of parcels within the District and the improvements and services provided, to fairly apportion the costs based on the special benefits to each parcel.

B. Benefit Analysis
Each of the proposed services, and the associated costs and assessments have been carefully reviewed, identified, and allocated based on special benefit pursuant to the provisions of the 1982 Act and the California Constitution. The drainage basin improvements associated with this District are necessary and essential requirements for existing development, and the orderly development of future properties within the District to their full potential, consistent with the conditions for development of the properties, protection of downstream properties which would be negatively affected by increased storm runoff from the developed properties without the basin, and the applicable portions of the City General Plan. As such, the ongoing operation, servicing, and maintenance of those improvements would otherwise be the direct financial obligation of each individual property owner. Since the existing parcels and proposed new development to be assessed are directly served by the drainage basin, each parcel has a direct investment in the proper maintenance of the various improvements that is over and above any general benefits that may be conferred by such improvements and services.

The construction and installation of these improvements are only necessary for the properties within the District. As such, these improvements were not required nor necessarily desired by any properties or developments outside the District boundary and any public access or use of the improvements by others is incidental. Therefore, it has been determined that the ongoing maintenance, servicing and operation of the District improvements provide no measurable general benefit to properties outside the District or to the public at large, but clearly provide distinct and special benefits to properties within the District.

C. Assessment Methodology
All costs associated with the services shall be fairly distributed among the parcels based upon the special benefit received by each parcel. Additionally, in compliance with the California Constitution Article XIIID Section 4, each parcel’s assessment may not exceed the reasonable cost of the proportional special benefit conferred to that parcel. The benefit formula used to determine the assessment obligation is therefore based upon both the services that benefit the parcels within the District as well as the gross acreage of each property as compared to other parcels that benefit from those services.

The method of apportionment established for this District and described herein, reflects 805
2025/2026 Benefit Assessment District No. 1 Page 7
the proportional special benefit each property receives from the services based on the gross acreage of that parcel as compared to the total gross acreage of all properties within the District except those that retain runoff on-site and do not receive any special benefit from those services.

Equivalent Benefit Units
In order to assess benefits equitably it is necessary to relate each property’s proportional special benefits to the special benefits of all other properties within the District. The method of apportionment established for this district, formed under the 1982 Benefit Act, will utilize a weighted method of apportionment known as an Equivalent Benefit Unit (EBU) methodology. This proportional weighting may be based on several factors that may include but are not limited to: the type of development (land use), developmentstatus (developed versus undeveloped), size of the property, location of the property, development plans or restrictions, vehicular trip generation, street frontage, densities or other property related factors. Generally, for most districts the calculation of each parcel’s proportional special benefit can be reasonably determined by applying one or more of these factors.

Since the drainage basin will be constructed to retain runoff from the properties within the District and the cost of maintenance is directly related to the size of the basin, each parcel’s proportional special benefit has been based on the parcel’s gross acreage as compared to the total gross acreage of all other parcels within the District except those that retain runoff on-site and do not receive any special benefit from those services.

Generally, storm water runoff occurs from the entire parcel before and after development.

Thus, the gross size of a parcel prior to development provides a relative comparison to the amount of runoff the parcel will contribute to the drainage basin and thus the cost of maintenance. Therefore, it has been determined that for this District, each parcel’s proportional benefit (Equivalent Benefit Units) shall be equal to the parcel’s gross acreage before development (rounded to two decimal places).

Exempt Parcels — This land use identifies properties that are not assessed and are assigned 0.00 EBU. This land use classification may include but is not limited to:
• Lots or parcels identified as public streets and other roadways (typically not assigned an APN by the County) which are otherwise included in the gross acreage of the parcel prior to development.
• Dedicated public easements including open space areas, utility rights-of-way, greenbelts, parkways, parks or other publicly owned properties that are part of the District improvements or may provide other benefits to private properties within the District.
• Private properties that cannot be developed independently from an adjacent property, such as common areas, sliver parcels or bifurcated lots or properties with very restrictive development use but are included in the gross acreage prior to development.
806
2025/2026 Benefit Assessment District No. 1 Page 8
• Parcels owned by the school district, Coachella Valley Water District and private developers that will not be assessed as part of this benefit assessment district, since the runoff generated by these properties shall be captured and retained onsite through the construction and grading of the sites.

These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment but shall be reviewed annually by the assessment engineer to confirm the parcels’ current development status. Government owned properties or public properties are not necessarily exempt properties and shall be subject to special benefit assessment unless they qualify for an exempt status. The following formula is used to calculate each parcel’s EBU (proportional benefit).

Total Budget / Total EBU (Gross Acres) = Assessment Rate per EBU (Parcel’s Acreage / Total Net Acreage) x Total EBU = Parcel’s EBU Assessment Rate per EBU x Parcel’s EBU = Parcel Levy Amount For all subsequent parcel subdivisions that result in a final map of buildable residential lots, the number of EBUs assigned to such lots shall be calculated by taking the EBU initially calculated for the original Parcel (identified at the time of this Report) and apportioning the original assigned EBUs equally to the new buildable residential lot(s) or by equivalent gross acreage for non-residential lots created by a subdivision map. The corresponding assessment shall be levied against the applicable corresponding Assessor’s Parcel Number(s).

D. Assessment Range Formula
Any new or increased assessment requires certain noticing and meeting requirements by law. Prior to the passage of Proposition 218 (California Constitution Articles XIIIC and XIIID), legislative changes in the Brown Act defined a "new or increased assessment" to exclude certain conditions. These 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 and conditions were later confirmed through Senate Bill 919 (Proposition 218 implementing legislation).

If the proposed annual assessment (levy per EBU) for the upcoming fiscal year is less than or equal to the adjusted Maximum Assessment Rate, then the proposed annual assessment is not considered an increased assessment.

The purpose of establishing an Assessment Range Formula is to provide for reasonable increases and inflationary adjustment to annual assessments without requiring costly noticing and mailing procedures, which could add to the District costs and assessments.

As part of the District formation, the notice and assessment ballots presented to the 807
2025/2026 Benefit Assessment District No. 1 Page 9
property owners for approval, included a maximum assessment amount for Fiscal Year 2007/2008 (initial maximum assessment), identification of the corresponding Maximum Assessment Rate and a summary of the Assessment Range Formula described herein.

The Assessment Range Formula for this District shall be applied to all future assessments and is generally defined:

The Maximum Assessment Rate is equal to the (Initial) Maximum Assessment Rate established for Fiscal Year 2007/2008 adjusted annually by the greater of three percent (3%) or the annual percentage change in the Consumer Price Index (CPI) of “All Urban Consumers” for the Los Angeles-Long Beach-Anaheim Area for March. Starting fiscal year 2019/2020 the Maximum Assessment Rate will be adjusted annually by the greater of three percent (3%) or the annual percentage change in the Consumer Price Index (CPI) of “All Urban Consumers” for the Riverside-San Bernardino-Ontario Area.

Beginning in the second fiscal year (Fiscal Year 2008/2009) and each fiscal year thereafter, the Maximum Assessment Rate will be recalculated, and a new Maximum Assessment Rate established for the fiscal year utilizing the Assessment Range Formula described above. The adjusted Maximum Assessment Rate shall be calculated independent of the District’s annual budget and proposed assessment. The annual percentage change in CPI shall be based on available data provided by the U.S.

Department of Labor; Bureau of Labor Statistics at the time the annual Report is prepared.

Should the Bureau of Labor Statistics revise such index or discontinue the preparation of such index, the City shall use the revised index or comparable system as approved by the City Council for determining fluctuations in the cost of living.

Any proposed annual assessment (rate per EBU) less than or equal to the calculated (adjusted) Maximum Assessment Rate is not considered an increased assessment, even if the proposed assessment is greater than the assessment applied in the prior fiscal year.

To impose a new or increased assessment other than the annual inflationary adjustment provided by the preceding Assessment Range Formula, the City must comply with the provisions of the California Constitution Article XIIID Section 4c, that requires a public hearing and certain protest procedures including mailed notice of the public hearing and property owner protest balloting. Property owners, through the balloting process, must approve a proposed new or increased assessment before such an assessment may be imposed.
808
2025/2026 Benefit Assessment District No. 1 Page 10
PART III — DISTRICT BUDGET
Direct Costs Total
Section 29 Storm Drain and Basin Maintenance $ 100,000.00 $ 100,000.00
Administration
City Administration Overhead $ 18,142.00
Professional fees for Administration 3,179.51
County Administration Fee 460.69
$ 21,782.20
RESERVE FUND /CIP FUND $ 161,752.76
BALANCE TO LEVY (1) $ 283,534.96
Parcels Levied 785
Total EBU's (Gross Acres) 453.66
FY 2025/2026 MAXIMUM LEVY PER EBU $ 756.64
FY 2025/2026 LEVY PER EBU $ 625.00
FY 2024/2025 MAXIMUM LEVY PER EBU $ 734.60
FY 2024/2025 LEVY PER EBU $ 574.02
Estimated Beginning Reserve Balance - June 30, 2025 $ 125,000.00 Reserve Fund Adjustments 0.00
Estimated Ending Reserve Balance - June 30, 2026 $ 125,000.00 Beginning CIP Fund Balance - June 30, 2025 $ 681,439.70 CIP Fund Adjustments 161,752.76
Estimated CIP Balance - June 30, 2026 $ 843,192.46
(1) Slight variance from Charge total sum on Assessment Roll due to rounding. 809
2025/2026 Benefit Assessment District No. 1 Page 11
PART IV — DISTRICT DIAGRAMS
The parcels within Benefit Assessment District No. 1, Parcel Map No. 24255 (Monterey 170) / Assessment District 2004-02 (Section 29) consist of lots, parcels and subdivisions of land located in the planned residential and commercial development known as Section 29 and Monterey 170. The District covers approximately four hundred sixty acres (460 acres) in the City of Palm Desert.

The following District Diagram is based on the Riverside County Assessor’s Maps and the Riverside County Assessor’s information and identifies all the parcels of land within the proposed District, as the same existed at the time this Report was prepared. The combination of this map and the Assessment Roll contained in this Report constitutes the District Assessment Diagram.
810
202
5/2026 Benefit Assessment District No.1 Page 12
811
2025/2026 Benefit Assessment District No. 1 Page 13
PART V — ASSESSMENT ROLL
Parcel identification for each lot or parcel within the District is based on the Assessment Diagram presented herein and is based on available parcel maps and property data from the Riverside County Assessor’s Office at the time the Engineer’s Report was prepared.

A listing of the proposed lots and parcels to be assessed within this District along with the assessment amounts is provided herein.

Non-assessable lots or parcels may include, but are not limited to, public streets and other roadways (typically not assigned an APN by the County); dedicated public easements, open space areas, right-of-ways, common areas; bifurcated lots, and any other property that cannot be developed or has little or no value. These types of parcels are considered to receive little or no benefit from the improvements and are therefore exempted from assessment.

If any parcel submitted for collection is identified by the County Auditor-Controller to be an invalid parcel number for the 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 rate described in this Report as approved by the City Council. Therefore, if a single parcel is subdivided to multiple parcels, the assessment amount applied to each of the new parcels shall be recalculated and applied according to the approved method of apportionment and assessment rate rather than a proportionate share of the original assessment. 812
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
694-060-013 73550 DINAH SHORE DR COM 3.61 $2,731.47 $2,256.24 694-060-014 73600 DINAH SHORE DR COM 11.42 8,640.83 7,137.50 694-060-017 73760 DINAH SHORE DR COM 1.04 786.91 650.00 694-060-026 73750 DINAH SHORE DR COM 3.43 2,595.28 2,143.74 694-060-031 73650 DINAH SHORE DR COM 1.87 1,414.92 1,168.74 694-060-037 73450 DINAH SHORE COM 6.58 4,978.69 4,112.50 694-061-001 73700 DINAH SHORE DR ##101 COM 0.17 131.88 108.92 694-061-002 73700 DINAH SHORE DR ##102 COM 0.17 131.88 108.92 694-061-003 73700 DINAH SHORE DR ##103 COM 0.17 131.88 108.92 694-061-004 73700 DINAH SHORE DR ##104 COM 0.17 131.88 108.92 694-061-005 73700 DINAH SHORE DR ##105 COM 0.17 131.88 108.92 694-061-006 73700 DINAH SHORE DR ##106 COM 0.17 131.88 108.92 694-061-007 73700 DINAH SHORE DR ##107 COM 0.17 131.88 108.92 694-061-008 73700 DINAH SHORE DR ##201 COM 0.17 131.88 108.92 694-061-009 73700 DINAH SHORE DR ##202 COM 0.17 131.88 108.92 694-061-010 73700 DINAH SHORE DR ##203 COM 0.17 131.88 108.92 694-061-011 73700 DINAH SHORE DR ##204 COM 0.17 131.88 108.92 694-061-012 73700 DINAH SHORE DR ##205 COM 0.17 131.88 108.92 694-061-013 73700 DINAH SHORE DR ##206 COM 0.17 131.88 108.92 694-061-014 73700 DINAH SHORE DR ##207 COM 0.17 131.88 108.92 694-061-015 73700 DINAH SHORE DR ##301 COM 0.17 131.88 108.92 694-061-016 73700 DINAH SHORE DR ##302 COM 0.17 131.88 108.92 694-061-017 73700 DINAH SHORE DR ##303 COM 0.17 131.88 108.92 694-061-018 73700 DINAH SHORE DR ##304 COM 0.17 131.88 108.92 694-061-019 73700 DINAH SHORE DR ##305 COM 0.17 131.88 108.92 694-061-020 73700 DINAH SHORE DR ##306 COM 0.17 131.88 108.92 694-061-021 73700 DINAH SHORE DR ##307 COM 0.17 131.88 108.92 694-061-022 73700 DINAH SHORE DR ##401 COM 0.17 131.88 108.92 694-061-023 73700 DINAH SHORE DR ##402 COM 0.17 131.88 108.92 694-061-024 73700 DINAH SHORE DR ##403 COM 0.17 131.88 108.92 694-061-025 73700 DINAH SHORE DR ##404 COM 0.17 131.88 108.92 694-061-026 73700 DINAH SHORE DR ##405 COM 0.17 131.88 108.92 694-061-027 73700 DINAH SHORE DR ##406 COM 0.17 131.88 108.92 694-061-028 73700 DINAH SHORE DR ##407 COM 0.17 131.88 108.92 694-061-030 73660 DINAH SHORE DR ##101 CON 0.06 46.48 38.38 694-061-031 73660 DINAH SHORE DR ##102 CON 0.06 46.48 38.38 694-061-032 73660 DINAH SHORE DR ##103 CON 0.06 46.48 38.38 694-061-033 73660 DINAH SHORE DR ##104 CON 0.06 46.48 38.38 694-061-034 73660 DINAH SHORE DR ##105 CON 0.06 46.48 38.38 694-061-035 73660 DINAH SHORE DR ##106 CON 0.06 46.48 38.38 694-061-036 73660 DINAH SHORE DR ##107 CON 0.06 46.48 38.38 694-061-037 73660 DINAH SHORE DR ##108 CON 0.06 46.48 38.38 694-061-038 73660 DINAH SHORE DR ##109 CON 0.06 46.48 38.38 694-061-039 73660 DINAH SHORE DR ##110 CON 0.06 46.48 38.38 694-061-040 73660 DINAH SHORE DR ##111 CON 0.06 46.48 38.38 694-061-041 73660 DINAH SHORE DR ##112 CON 0.06 46.48 38.38 694-061-042 73660 DINAH SHORE DR ##113 CON 0.06 46.48 38.38 694-061-043 73660 DINAH SHORE DR ##114 CON 0.06 46.48 38.38 City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
813
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-061-044 73660 DINAH SHORE DR CON 0.06 46.48 38.38
694-061-045 73660 DINAH SHORE DR ##116 CON 0.06 46.48 38.38 694-061-046 73660 DINAH SHORE DR ##117 CON 0.06 46.48 38.38 694-061-047 73660 DINAH SHORE DR ##218 CON 0.06 46.48 38.38 694-061-048 73660 DINAH SHORE DR ##219 CON 0.06 46.48 38.38 694-061-049 73660 DINAH SHORE DR ##220 CON 0.06 46.48 38.38 694-061-050 73660 DINAH SHORE DR ##221 CON 0.06 46.48 38.38 694-061-051 73660 DINAH SHORE DR ##222 CON 0.06 46.48 38.38 694-061-052 73660 DINAH SHORE DR ##223 CON 0.06 46.48 38.38 694-061-053 73660 DINAH SHORE DR ##224 CON 0.06 46.48 38.38 694-061-054 73660 DINAH SHORE DR ##225 CON 0.06 46.48 38.38 694-061-055 73660 DINAH SHORE DR ##226 CON 0.06 46.48 38.38 694-061-056 73660 DINAH SHORE DR ##227 CON 0.06 46.48 38.38 694-061-057 73660 DINAH SHORE DR ##228 CON 0.06 46.48 38.38 694-061-058 73660 DINAH SHORE DR ##229 CON 0.06 46.48 38.38 694-061-059 73660 DINAH SHORE DR ##230 CON 0.06 46.48 38.38 694-061-060 73660 DINAH SHORE DR ##231 CON 0.06 46.48 38.38 694-061-061 73660 DINAH SHORE DR ##232 CON 0.06 46.48 38.38 694-061-062 73660 DINAH SHORE DR ##233 CON 0.06 46.48 38.38 694-061-063 73660 DINAH SHORE DR ##234 CON 0.06 46.48 38.38 694-061-064 73660 DINAH SHORE DR ##235 CON 0.06 46.48 38.38 694-061-065 73660 DINAH SHORE DR ##236 CON 0.06 46.48 38.38 694-061-066 73660 DINAH SHORE DR ##237 CON 0.06 46.48 38.38 694-061-067 73660 DINAH SHORE DR ##238 CON 0.06 46.48 38.38 694-061-068 73660 DINAH SHORE DR ##239 CON 0.06 46.48 38.38 694-061-069 73660 DINAH SHORE DR ##240 CON 0.06 46.48 38.38 694-061-070 73660 DINAH SHORE DR ##241 CON 0.06 46.48 38.38 694-061-071 73660 DINAH SHORE DR ##242 CON 0.06 46.48 38.38 694-061-072 73660 DINAH SHORE DR ##243 CON 0.06 46.48 38.38 694-061-073 73660 DINAH SHORE DR ##244 CON 0.06 46.48 38.38 694-061-074 73660 DINAH SHORE DR ##245 CON 0.06 46.48 38.38 694-061-075 73660 DINAH SHORE DR ##246 CON 0.06 46.48 38.38 694-061-076 73660 DINAH SHORE DR ##247 CON 0.06 46.48 38.38 694-061-077 73660 DINAH SHORE DR ##248 CON 0.06 46.48 38.38 694-061-078 73660 DINAH SHORE DR ##249 CON 0.06 46.48 38.38 694-080-005 73820 DINAH SHORE DR COM 0.40 302.66 250.00 694-080-006 73800 DINAH SHORE DR COM 1.36 1,029.03 850.00 694-080-007 73818 DINAH SHORE DR COM 0.33 249.69 206.24 694-080-008 73814 DINAH SHORE DR COM 0.33 249.69 206.24 694-080-009 73810 DINAH SHORE DR COM 0.33 249.69 206.24 694-080-010 73808 DINAH SHORE DR COM 0.39 295.09 243.74 694-080-011 73806 DINAH SHORE DR COM 0.52 393.45 325.00 694-080-012 73812 DINAH SHORE DR COM 0.38 287.52 237.50 694-080-013 73816 DINAH SHORE DR COM 0.40 302.66 250.00 694-080-014 73802 DINAH SHORE DR COM 0.33 249.69 206.24 694-080-015 73804 DINAH SHORE DR COM 0.63 476.68 393.74 694-081-001 73850 DINAH SHORE DR ##101 COM 0.15 113.50 93.74 694-081-002 73850 DINAH SHORE DR ##102 COM 0.10 75.66 62.50 814
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-081-003 73850 DINAH SHORE DR ##103 COM 0.11 83.23 68.74 694-081-004 73850 DINAH SHORE DR ##104 COM 0.10 75.66 62.50 694-081-005 73850 DINAH SHORE DR ##105 COM 0.11 83.23 68.74 694-081-006 73850 DINAH SHORE DR ##106 COM 0.12 90.80 75.00 694-081-007 73850 DINAH SHORE DR ##107 COM 0.13 98.36 81.24 694-081-008 73850 DINAH SHORE DR ##108 COM 0.14 105.93 87.50 694-081-009 73850 DINAH SHORE DR ##109 COM 0.19 143.76 118.74 694-081-010 73850 DINAH SHORE DR ##110 COM 0.15 113.50 93.74 694-081-011 73850 DINAH SHORE DR ##111 COM 0.15 113.50 93.74 694-081-012 73850 DINAH SHORE DR ##112 COM 0.15 113.50 93.74 694-081-013 73850 DINAH SHORE DR ##113 COM 0.14 105.93 87.50 694-081-014 73850 DINAH SHORE DR ##114 COM 0.14 105.93 87.50 694-081-015 73850 DINAH SHORE DR ##115 COM 0.27 204.29 168.74 694-081-016 73900 DINAH SHORE DR ##201 COM 0.13 98.36 81.24 694-081-017 73900 DINAH SHORE DR ##202 COM 0.08 60.53 50.00 694-081-018 73900 DINAH SHORE DR ##203 COM 0.08 60.53 50.00 694-081-019 73900 DINAH SHORE DR ##204 COM 0.08 60.53 50.00 694-081-020 73900 DINAH SHORE DR ##205 COM 0.09 68.10 56.24 694-081-021 73900 DINAH SHORE DR ##206 COM 0.08 60.53 50.00 694-081-022 73900 DINAH SHORE DR ##207 COM 0.08 60.53 50.00 694-081-023 73900 DINAH SHORE DR ##208 COM 0.09 68.10 56.24 694-081-024 73900 DINAH SHORE DR ##209 COM 0.09 68.10 56.24 694-081-025 73950 DINAH SHORE DR ##301 COM 0.12 90.80 75.00 694-081-026 73950 DINAH SHORE DR ##302 COM 0.08 60.53 50.00 694-081-027 73950 DINAH SHORE DR ##303 COM 0.10 75.66 62.50 694-081-028 73950 DINAH SHORE DR ##304 COM 0.11 83.23 68.74 694-081-029 73950 DINAH SHORE DR ##305 COM 0.12 90.80 75.00 694-081-030 73950 DINAH SHORE DR ##306 COM 0.13 98.36 81.24 694-081-031 73950 DINAH SHORE DR ##307 COM 0.13 98.36 81.24 694-081-032 73950 DINAH SHORE DR ##308 COM 0.21 158.89 131.24 694-081-033 74000 DINAH SHORE DR ##401 COM 0.07 52.96 43.74 694-081-034 74000 DINAH SHORE DR ##402 COM 0.07 52.96 43.74 694-081-035 74000 DINAH SHORE DR ##403 COM 0.07 52.96 43.74 694-081-036 74000 DINAH SHORE DR ##404 COM 0.07 52.96 43.74 694-081-037 74000 DINAH SHORE DR ##405 COM 0.07 52.96 43.74 694-081-038 74000 DINAH SHORE DR ##406 COM 0.07 52.96 43.74 694-081-039 74000 DINAH SHORE DR ##407 COM 0.07 52.96 43.74 694-081-040 74000 DINAH SHORE DR ##408 COM 0.07 52.96 43.74 694-081-041 74000 DINAH SHORE DR ##409 COM 0.06 45.40 37.50 694-081-042 74000 DINAH SHORE DR ##410 COM 0.07 52.96 43.74 694-081-043 74000 DINAH SHORE DR ##411 COM 0.07 52.96 43.74 694-081-044 74000 DINAH SHORE DR ##412 COM 0.07 52.96 43.74 694-081-045 74000 DINAH SHORE DR ##413 COM 0.07 52.96 43.74 694-081-046 74000 DINAH SHORE DR ##414 COM 0.09 68.10 56.24 694-090-001 34550 MONTEREY AVE COM 12.81 9,692.56 8,006.24 694-090-006 34700 MONTEREY AVE COM 1.36 1,029.03 850.00 694-090-007 34620 MONTEREY AVE COM 0.82 620.44 512.50
694-090-008 34580 MONTEREY AVE COM 1.00 756.64 625.00
815
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-090-009 34540 MONTEREY AVE COM 1.22 923.10 762.50
694-090-010 34460 MONTEREY AVE ##103 COM 0.43 325.36 268.74 694-090-011 34220 MONTEREY AVE COM 15.20 11,500.93 9,500.00 694-090-012 34500 MONTEREY AVE COM 9.21 6,968.65 5,756.24 694-090-013 34460 MONTEREY AVE CMV 0.93 703.68 581.24
694-090-014 34420 MONTEREY AVE COM 0.93 703.68 581.24
694-090-015 34380 MONTEREY AVE COM 1.30 983.63 812.50
694-090-016 34340 MONTEREY AVE COM 1.01 764.21 631.24
694-090-017 34300 MONTEREY AVE COM 1.21 915.53 756.24
694-090-021 34140 MONTEREY AVE COM 1.43 1,082.00 893.74 694-090-022 34200 MONTEREY AVE COM 2.17 1,641.91 1,356.24 694-090-023 34500 MONTEREY AVE CMV 0.50 378.32 312.50
694-090-024 NO SITUS AVAILABLE CMV 1.98 1,498.15 1,237.50 694-090-027 34740 MONTEREY AVE COM 3.02 2,285.05 1,887.50 694-090-028 34900 MONTEREY AVE COM 2.81 2,126.16 1,756.24 694-090-029 34860 MONTEREY AVE COM 1.72 1,301.42 1,075.00 694-090-031 34660 MONTEREY AVE COM 2.39 1,808.37 1,493.74 694-090-032 34940 MONTEREY AVE COM 8.26 6,249.85 5,162.50 694-090-040 34260 MONTEREY AVE COM 1.00 756.64 625.00
694-090-041 34180 MONTEREY AVE COM 0.96 726.37 600.00
694-090-042 34100 MONTEREY AVE COM 1.29 976.07 806.24
694-130-016 NO SITUS AVAILABLE CMV 14.62 11,062.08 9,137.50 694-130-017 NO SITUS AVAILABLE CMV 11.16 8,444.10 6,975.00 694-130-018 NO SITUS AVAILABLE CMV 3.75 2,837.40 2,343.74 694-130-021 NO SITUS AVAILABLE CMV 26.41 19,982.86 16,506.24 694-130-022 35900 MONTEREY AVE COM 22.25 16,835.24 13,906.24 694-140-001 35476 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-002 35462 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-003 35448 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-004 35434 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-005 35420 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-006 35406 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-007 35392 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-008 35378 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-009 35364 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-010 35350 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-011 73640 CIERRA ST SFV 0.22 166.46 137.50
694-140-012 73626 CIERRA ST SFV 0.22 166.46 137.50
694-140-013 73612 CIERRA ST SFV 0.22 166.46 137.50
694-140-014 73598 CIERRA ST SFV 0.22 166.46 137.50
694-140-015 73584 CIERRA ST SFV 0.22 166.46 137.50
694-140-016 73570 CIERRA ST SFV 0.22 166.46 137.50
694-140-017 73556 CIERRA ST SFV 0.22 166.46 137.50
694-140-018 73542 CIERRA ST SFV 0.22 166.46 137.50
694-140-019 73528 CIERRA ST SFV 0.22 166.46 137.50
694-140-020 73514 CIERRA ST SFV 0.22 166.46 137.50
694-140-021 73500 CIERRA ST SFV 0.22 166.46 137.50
694-140-022 73486 CIERRA ST SFV 0.22 166.46 137.50
816
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-140-023 73472 CIERRA ST SFV 0.22 166.46 137.50
694-140-026 73430 CIERRA ST SFV 0.22 166.46 137.50
694-140-027 35375 DOMANI DR SFV 0.22 166.46 137.50
694-140-028 35383 DOMANI DR SFV 0.22 166.46 137.50
694-140-029 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-030 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-031 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-032 35439 DOMANI DR SFV 0.22 166.46 137.50
694-140-033 35453 DOMANI DR SFV 0.22 166.46 137.50
694-140-034 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-035 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-036 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-037 35432 DOMANI DR SFV 0.22 166.46 137.50
694-140-038 35446 DOMANI DR SFV 0.22 166.46 137.50
694-140-039 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-040 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-041 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-042 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-043 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-044 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-045 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-046 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-047 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-048 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-049 35414 SERENO LN SFR 0.22 166.46 137.50
694-140-050 35428 SERENO LN SFR 0.22 166.46 137.50
694-140-051 35442 SERENO LN SFR 0.22 166.46 137.50
694-140-052 35456 SERENO LN SFR 0.22 166.46 137.50
694-140-053 35515 BAINS AVE SFV 0.22 166.46 137.50
694-140-054 35501 BAINS AVE SFV 0.22 166.46 137.50
694-140-055 35487 BAINS AVE SFV 0.22 166.46 137.50
694-140-056 35473 BAINS AVE SFV 0.22 166.46 137.50
694-140-057 35459 BAINS AVE SFV 0.22 166.46 137.50
694-140-058 35445 BAINS AVE SFV 0.22 166.46 137.50
694-140-059 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-060 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-061 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-062 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-063 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-064 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-065 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-066 NO SITUS AVAILABLE SFV 0.22 166.46 137.50
694-140-067 35452 BAINS AVE SFV 0.22 166.46 137.50
694-140-068 35466 BAINS AVE SFV 0.22 166.46 137.50
694-140-069 35480 BAINS AVE SFV 0.22 166.46 137.50
694-140-070 35483 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-071 35469 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-072 35455 CORTESIA WAY SFV 0.22 166.46 137.50
817
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-140-073 35441 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-074 35427 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-075 35413 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-076 35399 CORTESIA WAY SFV 0.22 166.46 137.50
694-140-090 73444 CIERRA ST SFR 0.22 166.46 137.50
694-140-091 73458 CIERRA ST SFR 0.22 166.46 137.50
694-150-001 35481 DOMANI DR SFR 0.22 166.46 137.50
694-150-002 35495 DOMANI DR SFR 0.22 166.46 137.50
694-150-003 35509 DOMANI DR SFR 0.22 166.46 137.50
694-150-004 35523 DOMANI DR SFR 0.22 166.46 137.50
694-150-005 35537 DOMANI DR SFR 0.22 166.46 137.50
694-150-006 35551 DOMANI DR SFR 0.22 166.46 137.50
694-150-007 35565 DOMANI DR SFR 0.22 166.46 137.50
694-150-008 35579 DOMANI DR SFR 0.22 166.46 137.50
694-150-009 35593 DOMANI DR SFR 0.22 166.46 137.50
694-150-010 73435 TRAVERS ST SFR 0.22 166.46 137.50
694-150-011 73441 TRAVERS ST SFR 0.22 166.46 137.50
694-150-012 73447 TRAVERS ST SFR 0.22 166.46 137.50
694-150-013 73453 TRAVERS ST SFR 0.22 166.46 137.50
694-150-014 73467 TRAVERS ST SFR 0.22 166.46 137.50
694-150-015 73481 TRAVERS ST SFV 0.22 166.46 137.50
694-150-016 73495 TRAVERS ST SFV 0.22 166.46 137.50
694-150-017 73509 TRAVERS ST SFV 0.22 166.46 137.50
694-150-018 73523 TRAVERS ST SFV 0.22 166.46 137.50
694-150-019 73537 TRAVERS ST SFV 0.22 166.46 137.50
694-150-020 73551 TRAVERS ST SFV 0.22 166.46 137.50
694-150-021 73565 TRAVERS ST SFV 0.22 166.46 137.50
694-150-022 73579 TRAVERS ST SFV 0.22 166.46 137.50
694-150-023 73593 TRAVERS ST SFV 0.22 166.46 137.50
694-150-024 73607 TRAVERS ST SFV 0.22 166.46 137.50
694-150-025 73621 TRAVERS ST SFV 0.22 166.46 137.50
694-150-026 73635 TRAVERS ST SFV 0.22 166.46 137.50
694-150-029 35630 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-030 35616 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-031 35602 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-032 35588 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-033 35574 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-034 35560 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-035 35546 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-036 35532 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-037 35518 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-038 35504 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-039 35490 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-040 35474 DOMANI DR SFR 0.22 166.46 137.50
694-150-041 35488 DOMANI DR SFR 0.22 166.46 137.50
694-150-042 35502 DOMANI DR SFR 0.22 166.46 137.50
694-150-043 35516 DOMANI DR SFR 0.22 166.46 137.50
694-150-044 35530 DOMANI DR SFR 0.22 166.46 137.50
818
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-150-045 35544 DOMANI DR SFR 0.22 166.46 137.50
694-150-046 35572 DOMANI DR SFR 0.22 166.46 137.50
694-150-047 35586 DOMANI DR SFR 0.22 166.46 137.50
694-150-048 73474 TRAVERS ST SFR 0.22 166.46 137.50
694-150-049 73488 TRAVERS ST SFV 0.22 166.46 137.50
694-150-050 73502 TRAVERS ST SFV 0.22 166.46 137.50
694-150-051 73516 TRAVERS ST SFV 0.22 166.46 137.50
694-150-052 73530 TRAVERS ST SFV 0.22 166.46 137.50
694-150-053 73544 TRAVERS ST SFV 0.22 166.46 137.50
694-150-054 73558 TRAVERS ST SFV 0.22 166.46 137.50
694-150-055 73572 TRAVERS ST SFV 0.22 166.46 137.50
694-150-056 73586 TRAVERS ST SFV 0.22 166.46 137.50
694-150-057 73600 TRAVERS ST SFV 0.22 166.46 137.50
694-150-058 73614 TRAVERS ST SFV 0.22 166.46 137.50
694-150-059 73628 TRAVERS ST SFV 0.22 166.46 137.50
694-150-060 73642 TRAVERS ST SFV 0.22 166.46 137.50
694-150-061 73645 GRANITA DR SFV 0.22 166.46 137.50
694-150-062 73631 GRANITA DR SFV 0.22 166.46 137.50
694-150-063 73617 GRANITA DR SFV 0.22 166.46 137.50
694-150-064 73603 GRANITA DR SFV 0.22 166.46 137.50
694-150-065 73589 GRANITA DR SFV 0.22 166.46 137.50
694-150-066 73575 GRANITA DR SFV 0.22 166.46 137.50
694-150-067 73561 GRANITA DR SFV 0.22 166.46 137.50
694-150-068 73547 GRANITA DR SFV 0.22 166.46 137.50
694-150-069 73533 GRANITA DR SFV 0.22 166.46 137.50
694-150-070 73519 GRANITA DR SFV 0.22 166.46 137.50
694-150-071 35533 SERENO LN SFV 0.22 166.46 137.50
694-150-072 35519 SERENO LN SFV 0.22 166.46 137.50
694-150-073 35505 SERENO LN SFV 0.22 166.46 137.50
694-150-074 35491 SERENO LN SFV 0.22 166.46 137.50
694-150-075 35477 SERENO LN SFV 0.22 166.46 137.50
694-150-076 35494 BAINS AVE SFV 0.22 166.46 137.50
694-150-077 35508 BAINS AVE SFV 0.22 166.46 137.50
694-150-078 35522 BAINS AVE SFV 0.22 166.46 137.50
694-150-079 35536 BAINS AVE SFV 0.22 166.46 137.50
694-150-080 35539 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-081 35525 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-082 35511 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-083 35497 CORTESIA WAY SFV 0.22 166.46 137.50
694-150-090 35638 CORTESIA WAY SFR 0.22 166.46 137.50
694-150-091 35638 CORTESIA WAY SFR 0.22 166.46 137.50
694-240-001 34550 SPYDER CIR COM 0.66 499.38 412.50
694-240-002 NO SITUS AVAILABLE CMV 0.52 393.45 325.00
694-240-003 34750 SPYDER CIR COM 0.50 378.32 312.50
694-240-004 NO SITUS AVAILABLE CMV 0.50 378.32 312.50
694-240-005 NO SITUS AVAILABLE CMV 0.50 378.32 312.50
694-240-007 73725 DINAH SHORE DR CMV 1.30 983.63 812.50 694-240-008 73771 DINAH SHORE DR COM 2.13 1,611.64 1,331.24 819
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-240-011 NO SITUS AVAILABLE CMV 0.50 378.32 312.50
694-240-012 NO SITUS AVAILABLE CMV 0.50 378.32 312.50
694-240-013 NO SITUS AVAILABLE CMV 0.56 423.72 350.00
694-240-014 NO SITUS AVAILABLE CMV 1.01 764.21 631.24
694-240-015 34901 SPYDER CIR COM 0.56 423.72 350.00
694-240-016 34801 SPYDER CIR COM 0.50 378.32 312.50
694-240-017 NO SITUS AVAILABLE CMV 0.50 378.32 312.50
694-240-018 NO SITUS AVAILABLE CMV 0.50 378.32 312.50
694-240-019 NO SITUS AVAILABLE CMV 0.62 469.12 387.50
694-240-020 NO SITUS AVAILABLE CMV 1.02 771.77 637.50
694-240-021 NO SITUS AVAILABLE CMV 0.94 711.24 587.50
694-240-022 73605 DINAH SHORE DR ##100A COM 1.00 756.64 625.00 694-240-023 73605 DINAH SHORE DR ##200B COM 0.59 446.42 368.74 694-240-024 73605 DINAH SHORE DR ##300C COM 0.47 355.62 293.74 694-240-025 73605 DINAH SHORE DR ##400D COM 0.99 749.07 618.74 694-240-026 73605 DINAH SHORE DR ##500E COM 0.56 423.72 350.00 694-240-027 73605 DINAH SHORE DR ##600F COM 0.46 348.05 287.50 694-240-028 73605 DINAH SHORE DR ##700G COM 0.43 325.36 268.74 694-240-029 73605 DINAH SHORE DR ##800H COM 0.55 416.15 343.74 694-240-030 73605 DINAH SHORE DR ##900I COM 0.62 469.12 387.50 694-240-031 73605 DINAH SHORE DR ##1000 COM 0.80 605.31 500.00 694-240-032 73605 DINAH SHORE DR ##1100 COM 0.81 612.88 506.24 694-240-033 73605 DINAH SHORE DR ##1200 COM 1.19 900.40 743.74 694-240-034 73605 DINAH SHORE DR ##1500 COM 0.54 408.59 337.50 694-240-035 73605 DINAH SHORE DR ##1600 COM 0.54 408.59 337.50 694-240-047 73750 SPYDER CIR COM 0.61 461.55 381.24
694-240-048 73760 SPYDER CIR COM 0.61 461.55 381.24
694-240-068 NO SITUS AVAILABLE CMV 1.06 802.04 662.50
694-241-001 73605 DINAH SHORE DR ##1400 COM 0.23 174.03 143.74 694-241-002 73605 DINAH SHORE DR ##1400 COM 0.20 151.33 125.00 694-241-003 73605 DINAH SHORE DR ##1401 COM 0.20 151.33 125.00 694-241-004 73605 DINAH SHORE DR ##1400 COM 0.23 174.03 143.74 694-241-006 73605 DINAH SHORE DR ##1320 COM 0.31 234.56 193.74 694-241-007 73605 DINAH SHORE DR ##1310 COM 0.14 105.93 87.50 694-241-008 73605 DINAH SHORE DR ##1300 COM 0.14 105.93 87.50 694-241-010 34390 GATEWAY DR ##A-100 COM 0.75 566.36 467.82 694-241-011 34360 GATEWAY DR ##B-100 COM 0.30 226.54 187.12 694-241-012 34330 GATEWAY DR ##C-100 COM 0.38 289.49 239.12 694-241-013 34330 GATEWAY DR ##C-110 COM 0.38 289.49 239.12 694-241-014 34300 GATEWAY DR ##D-100 COM 0.29 217.08 179.30 694-241-015 34300 GATEWAY DR ##D-110 COM 0.26 193.02 159.42 694-241-016 34300 GATEWAY DR ##D-120 COM 0.29 217.08 179.30 694-241-017 34470 GATEWAY DR ##E-100 COM 0.29 217.08 179.30 694-241-018 34470 GATEWAY DR ##E-110 COM 0.29 217.08 179.30 694-241-019 34500 GATEWAY DR ##F-100 COM 0.26 193.02 159.42 694-241-020 34500 GATEWAY DR ##F-110 COM 0.19 144.75 119.56 694-241-021 34500 GATEWAY DR ##F-120 COM 0.26 193.02 159.42 694-241-022 34420 GATEWAY DR ##G-100 COM 1.91 1,447.45 1,195.62 820
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-241-023 34450 GATEWAY DR ##H-100 COM 1.82 1,375.04 1,135.80 694-241-024 34450 GATEWAY DR ##H-110 COM 1.75 1,326.84 1,096.00 694-250-001 73816 RIVERA CT SFR 0.34 254.49 210.20
694-250-002 73830 RIVERA CT SFR 0.34 254.49 210.20
694-250-003 73823 RIVERA CT SFR 0.34 254.49 210.20
694-250-007 35768 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-008 35782 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-009 73809 RIVERA CT SFR 0.34 254.49 210.20
694-250-010 35796 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-011 35810 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-012 35824 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-013 73812 DA VINCI CT SFR 0.34 254.49 210.20
694-250-014 73824 DA VINCI CT SFR 0.34 254.49 210.20
694-250-015 73861 DA VINCI CT SFR 0.34 254.49 210.20
694-250-016 73847 DA VINCI CT SFR 0.34 254.49 210.20
694-250-017 73833 DA VINCI CT SFR 0.34 254.49 210.20
694-250-018 73819 DA VINCI CT SFR 0.34 254.49 210.20
694-250-019 35838 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-020 35852 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-021 35866 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-022 35880 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-023 35887 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-024 35873 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-025 35859 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-026 35845 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-027 35831 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-028 35817 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-029 35803 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-030 35789 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-031 35775 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-032 35761 RAPHAEL DR SFR 0.34 254.49 210.20
694-250-033 73768 CEZANNE DR SFR 0.34 254.49 210.20
694-250-034 73782 CEZANNE DR SFR 0.34 254.49 210.20
694-250-035 73796 CEZANNE DR SFR 0.34 254.49 210.20
694-250-036 73810 CEZANNE DR SFR 0.34 254.49 210.20
694-250-037 73824 CEZANNE DR SFR 0.34 254.49 210.20
694-250-038 73838 CEZANNE DR SFR 0.34 254.49 210.20
694-250-039 73852 CEZANNE DR SFR 0.34 254.49 210.20
694-250-040 73866 CEZANNE DR SFR 0.34 254.49 210.20
694-250-041 73880 CEZANNE DR SFR 0.34 254.49 210.20
694-250-042 73845 CEZANNE DR SFR 0.34 254.49 210.20
694-250-043 73831 CEZANNE DR SFR 0.34 254.49 210.20
694-250-044 73817 CEZANNE DR SFR 0.34 254.49 210.20
694-250-045 73803 CEZANNE DR SFR 0.34 254.49 210.20
694-250-046 73789 CEZANNE DR SFR 0.34 254.49 210.20
694-250-047 73775 CEZANNE DR SFR 0.34 254.49 210.20
694-250-048 73761 CEZANNE DR SFR 0.34 254.49 210.20
694-250-049 73810 VAN GOGH DR SFR 0.34 254.49 210.20
821
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-250-050 73806 PICASSO DR SFR 0.34 254.49 210.20
694-250-051 73820 PICASSO DR SFR 0.34 254.49 210.20
694-250-052 35747 RAPHAEL DR SFR 0.34 254.49 210.20
694-260-001 73628 DALI CT SFR 0.34 254.49 210.20
694-260-002 35877 MATISSE DR SFR 0.34 254.49 210.20
694-260-003 35863 MATISSE DR SFR 0.34 254.49 210.20
694-260-004 73677 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-005 73663 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-006 73649 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-007 73635 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-008 35860 RENOIR PL SFR 0.34 254.49 210.20
694-260-009 35867 RENOIR PL SFR 0.34 254.49 210.20
694-260-010 35853 RENOIR PL SFR 0.34 254.49 210.20
694-260-011 35839 RENOIR PL SFR 0.34 254.49 210.20
694-260-012 35825 RENOIR PL SFR 0.34 254.49 210.20
694-260-013 35811 RENOIR PL SFR 0.34 254.49 210.20
694-260-014 73642 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-015 73656 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-016 73670 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-017 73684 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-018 73698 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-019 73712 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-020 73726 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-021 73740 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-022 73754 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-023 73768 KANDINSKY WAY SFR 0.34 254.49 210.20
694-260-024 73782 VAN GOGH DR SFR 0.34 254.49 210.20
694-260-025 73796 VAN GOGH DR SFR 0.34 254.49 210.20
694-260-026 73775 VAN GOGH DR SFR 0.34 254.49 210.20
694-260-027 73761 VAN GOGH DR SFR 0.34 254.49 210.20
694-260-028 35856 MATISSE DR SFR 0.34 254.49 210.20
694-260-029 35870 MATISSE DR SFR 0.34 254.49 210.20
694-260-030 73645 PICASSO DR SFR 0.34 254.49 210.20
694-260-031 73659 PICASSO DR SFR 0.34 254.49 210.20
694-260-032 73673 PICASSO DR SFR 0.34 254.49 210.20
694-260-033 73687 PICASSO DR SFR 0.34 254.49 210.20
694-260-034 73701 PICASSO DR SFR 0.34 254.49 210.20
694-260-035 73715 PICASSO DR SFR 0.34 254.49 210.20
694-260-036 73729 PICASSO DR SFR 0.34 254.49 210.20
694-260-037 73743 PICASSO DR SFR 0.34 254.49 210.20
694-260-038 73757 PICASSO DR SFR 0.34 254.49 210.20
694-260-039 73771 PICASSO DR SFR 0.34 254.49 210.20
694-260-040 73785 PICASSO DR SFR 0.34 254.49 210.20
694-260-041 73799 PICASSO DR SFR 0.34 254.49 210.20
694-260-042 73813 PICASSO DR SFR 0.34 254.49 210.20
694-260-043 73827 PICASSO DR SFR 0.34 254.49 210.20
694-260-049 73596 PICASSO DR SFR 0.35 267.35 220.82
694-260-050 73610 PICASSO DR SFR 0.35 267.35 220.82
822
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-260-051 73624 PICASSO DR SFR 0.35 267.35 220.82
694-260-052 73638 PICASSO DR SFR 0.35 267.35 220.82
694-260-053 73652 PICASSO DR SFR 0.35 267.35 220.82
694-260-054 73666 PICASSO DR SFR 0.35 267.35 220.82
694-260-055 73680 PICASSO DR SFR 0.35 267.35 220.82
694-260-056 73694 PICASSO DR SFR 0.35 267.35 220.82
694-260-057 73708 PICASSO DR SFR 0.35 267.35 220.82
694-260-058 73722 PICASSO DR SFR 0.35 267.35 220.82
694-260-059 73736 PICASSO DR SFR 0.35 267.35 220.82
694-260-060 73750 PICASSO DR SFR 0.35 267.35 220.82
694-260-061 73764 PICASSO DR SFR 0.35 267.35 220.82
694-260-062 73778 PICASSO DR SFR 0.35 267.35 220.82
694-260-063 73792 PICASSO DR SFR 0.35 267.35 220.82
694-260-072 35833 RENOIR PL SFR 0.34 254.49 210.20
694-270-002 35933 MATISSE DR SFR 0.36 269.06 222.24
694-270-003 35919 MATISSE DR SFR 0.36 269.06 222.24
694-270-004 35905 MATISSE DR SFR 0.36 269.06 222.24
694-270-005 35891 MATISSE DR SFR 0.36 269.06 222.24
694-270-006 73635 DALI CT SFR 0.36 269.06 222.24
694-270-007 73649 DALI CT SFR 0.36 269.06 222.24
694-270-008 73642 DALI CT SFR 0.36 269.06 222.24
694-270-009 35874 RENOIR PL SFR 0.36 269.06 222.24
694-270-010 35888 RENOIR PL SFR 0.36 269.06 222.24
694-270-011 35902 RENOIR PL SFR 0.36 269.06 222.24
694-270-012 35923 RENOIR PL SFR 0.36 269.06 222.24
694-270-013 35909 RENOIR PL SFR 0.36 269.06 222.24
694-270-014 35895 RENOIR PL SFR 0.36 269.06 222.24
694-270-015 35881 RENOIR PL SFR 0.36 269.06 222.24
694-270-016 73789 VAN GOGH DR SFR 0.36 269.06 222.24
694-270-017 35884 MATISSE DR SFR 0.36 269.06 222.24
694-270-018 35898 MATISSE DR SFR 0.36 269.06 222.24
694-270-019 35912 MATISSE DR SFR 0.36 269.06 222.24
694-270-020 35926 MATISSE DR SFR 0.36 269.06 222.24
694-270-026 35937 RENOIR PL SFR 0.37 278.30 229.86
694-270-027 35951 RENOIR PL SFR 0.37 278.30 229.86
694-270-028 35965 RENOIR PL SFR 0.37 278.30 229.86
694-270-029 35979 RENOIR PL SFR 0.37 278.30 229.86
694-270-030 35993 RENOIR PL SFR 0.37 278.30 229.86
694-270-031 73615 VERMEER WAY SFR 0.37 278.30 229.86
694-270-032 73629 VERMEER WAY SFR 0.37 278.30 229.86
694-270-033 73643 VERMEER WAY SFR 0.37 278.30 229.86
694-270-034 73657 VERMEER WAY SFR 0.37 278.30 229.86
694-270-035 73671 VERMEER WAY SFR 0.37 278.30 229.86
694-270-036 73685 VERMEER WAY SFR 0.37 278.30 229.86
694-270-037 73699 VERMEER WAY SFR 0.37 278.30 229.86
694-270-038 73713 VERMEER WAY SFR 0.37 278.30 229.86
694-270-039 73727 VERMEER WAY SFR 0.37 278.30 229.86
694-270-040 35996 CHAGALL LN SFV 0.37 278.30 229.86
823
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-270-041 35982 CHAGALL LN SFR 0.37 278.30 229.86
694-270-042 35968 CHAGALL LN SFR 0.37 278.30 229.86
694-270-043 35954 CHAGALL LN SFR 0.37 278.30 229.86
694-270-044 35940 CHAGALL LN SFR 0.37 278.30 229.86
694-270-045 73720 VERMEER WAY SFR 0.37 278.30 229.86
694-270-046 73706 VERMEER WAY SFR 0.37 278.30 229.86
694-270-047 73692 VERMEER WAY SFR 0.37 278.30 229.86
694-270-048 73678 VERMEER WAY SFR 0.37 278.30 229.86
694-270-049 73664 VERMEER WAY SFR 0.37 278.30 229.86
694-270-050 73650 VERMEER WAY SFR 0.37 278.30 229.86
694-270-051 73636 VERMEER WAY SFR 0.37 278.30 229.86
694-270-052 73622 VERMEER WAY SFR 0.37 278.30 229.86
694-270-053 73625 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-054 73639 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-055 73653 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-056 73667 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-057 73681 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-058 73695 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-059 73709 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-060 73723 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-061 73702 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-062 73688 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-063 73674 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-064 73660 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-065 73646 OKEEFFE WAY SFR 0.37 278.30 229.86
694-270-066 73632 OKEEFFE WAY SFR 0.37 278.30 229.86
694-280-002 35894 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-003 35908 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-004 35922 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-005 35936 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-006 35950 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-007 35943 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-008 35929 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-009 35915 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-010 35901 RAPHAEL DR SFR 0.36 269.06 222.24
694-280-011 73894 CEZANNE DR SFR 0.36 269.06 222.24
694-280-012 73908 CEZANNE DR SFR 0.36 269.06 222.24
694-280-013 73922 CEZANNE DR SFR 0.36 269.06 222.24
694-280-014 73936 CEZANNE DR SFR 0.36 269.06 222.24
694-280-018 73915 CEZANNE DR SFR 0.36 269.06 222.24
694-280-019 73901 CEZANNE DR SFR 0.36 269.06 222.24
694-280-020 73887 CEZANNE DR SFR 0.36 269.06 222.24
694-280-021 73873 CEZANNE DR SFR 0.36 269.06 222.24
694-280-022 73859 CEZANNE DR SFR 0.36 269.06 222.24
694-280-023 73824 VAN GOGH DR SFR 0.36 269.06 222.24
694-280-024 73838 VAN GOGH DR SFR 0.36 269.06 222.24
694-280-025 73852 VAN GOGH DR SFR 0.36 269.06 222.24
694-280-026 73866 VAN GOGH DR SFR 0.36 269.06 222.24
824
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-280-027 73859 VAN GOGH DR SFR 0.36 269.06 222.24
694-280-028 73845 VAN GOGH DR SFR 0.36 269.06 222.24
694-280-029 73831 VAN GOGH DR SFR 0.36 269.06 222.24
694-280-030 73817 VAN GOGH DR SFR 0.36 269.06 222.24
694-280-031 73803 VAN GOGH DR SFR 0.36 269.06 222.24
694-280-032 73758 MONET DR SFR 0.36 269.06 222.24
694-280-033 73772 MONET DR SFR 0.36 269.06 222.24
694-280-034 73786 MONET DR SFR 0.36 269.06 222.24
694-280-035 73800 MONET DR SFR 0.36 269.06 222.24
694-280-036 73814 MONET DR SFR 0.36 269.06 222.24
694-280-047 73880 VAN GOGH DR SFR 0.31 232.86 192.34
694-280-048 73894 VAN GOGH DR SFR 0.31 232.86 192.34
694-280-049 73908 VAN GOGH DR SFR 0.31 232.86 192.34
694-280-050 73922 VAN GOGH DR SFR 0.31 232.86 192.34
694-280-051 73936 VAN GOGH DR SFR 0.31 232.86 192.34
694-280-052 73828 MONET DR SFR 0.31 232.86 192.34
694-280-053 73842 MONET DR SFR 0.31 232.86 192.34
694-280-054 73901 VAN GOGH DR SFR 0.31 232.86 192.34
694-280-055 73887 VAN GOGH DR SFR 0.31 232.86 192.34
694-280-056 73873 VAN GOGH DR SFR 0.31 232.86 192.34
694-431-001 34130 GATEWAY DR ##A100 COM 0.20 155.09 128.10 694-431-002 34130 GATEWAY DR ##A110 COM 0.20 155.09 128.10 694-431-003 34130 GATEWAY DR ##A120 COM 0.20 155.09 128.10 694-431-004 34130 GATEWAY DR ##A200 COM 0.20 155.09 128.10 694-431-005 34130 GATEWAY DR ##A210 COM 0.20 155.09 128.10 694-431-007 34100 GATEWAY DR ##B100 COM 0.14 103.16 85.20 694-431-008 34100 GATEWAY DR ##B110 COM 0.14 103.16 85.20 694-431-009 34100 GATEWAY DR ##B120 COM 0.14 103.16 85.20 694-431-010 34100 GATEWAY DR ##B130 COM 0.14 103.16 85.20 694-431-011 34100 GATEWAY DR ##B200 COM 0.14 103.16 85.20 694-431-012 34100 GATEWAY DR ##B210 COM 0.14 103.16 85.20 694-431-013 34100 GATEWAY DR ##B220 COM 0.14 103.16 85.20 694-431-014 34100 GATEWAY DR ##B230 COM 0.14 103.16 85.20 694-431-015 34100 GATEWAY DR ##B240 COM 0.14 103.16 85.20 694-431-017 34160 GATEWAY DR ##C100 COM 0.26 195.82 161.74 694-431-018 34160 GATEWAY DR ##C110 COM 0.26 195.82 161.74 694-431-019 34160 GATEWAY DR ##C120 COM 0.26 195.82 161.74 694-431-021 34190 GATEWAY DR ##D100 COM 0.30 227.16 187.62 694-431-022 34190 GATEWAY DR ##D110 COM 0.30 227.16 187.62 694-431-023 34190 GATEWAY DR ##D120 COM 0.30 227.16 187.62 694-431-025 34220 GATEWAY DR ##E100 COM 0.26 195.82 161.74 694-431-026 34220 GATEWAY DR ##E110 COM 0.26 195.82 161.74 694-431-027 34220 GATEWAY DR ##E120 COM 0.26 195.82 161.74 694-431-029 34250 GATEWAY DR ##F100 COM 0.31 234.99 194.10 694-431-030 34250 GATEWAY DR ##F110 COM 0.31 234.99 194.10 694-431-031 34250 GATEWAY DR ##F120 COM 0.31 234.99 194.10 694-431-032 34250 GATEWAY DR ##F130 COM 0.31 234.99 194.10 694-431-034 34280 GATEWAY DR ##G100 COM 0.37 278.07 229.68 825
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-431-035 34280 GATEWAY DR ##G110 COM 0.37 278.07 229.68 694-431-036 34280 GATEWAY DR ##G120 COM 0.37 278.07 229.68 694-440-001 73957 RUBENS LN SFR 0.36 269.06 222.24
694-440-002 73943 RUBENS LN SFR 0.36 269.06 222.24
694-440-003 73929 RUBENS LN SFR 0.36 269.06 222.24
694-440-004 73793 MONET DR SFR 0.36 269.06 222.24
694-440-005 73779 MONET DR SFR 0.36 269.06 222.24
694-440-006 73765 MONET DR SFR 0.36 269.06 222.24
694-440-007 73751 MONET DR SFR 0.36 269.06 222.24
694-440-010 73950 VAN GOGH DR SFR 0.31 232.86 192.34
694-440-011 73964 VAN GOGH DR SFR 0.31 232.86 192.34
694-440-012 73978 VAN GOGH DR SFR 0.31 232.86 192.34
694-440-013 73992 VAN GOGH DR SFR 0.31 232.86 192.34
694-440-014 73930 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-015 73944 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-016 73958 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-017 73972 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-018 73986 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-019 73993 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-020 73979 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-021 73965 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-022 73951 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-023 73937 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-024 73923 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-025 73909 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-026 73895 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-027 73881 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-028 73867 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-029 73853 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-030 73839 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-031 73825 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-032 73811 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-033 73797 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-034 73783 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-035 73769 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-036 73755 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-037 73741 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-038 73734 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-039 73748 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-040 73762 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-041 73776 MONDRIAN PL SFR 0.31 232.86 192.34
694-440-042 73821 MONET DR SFR 0.31 232.86 192.34
694-440-043 73807 MONET DR SFR 0.31 232.86 192.34
694-440-044 73856 MONET DR SFR 0.31 232.86 192.34
694-440-045 73870 MONET DR SFR 0.31 232.86 192.34
694-440-046 73943 VAN GOGH DR SFR 0.31 232.86 192.34
694-440-047 73929 VAN GOGH DR SFR 0.31 232.86 192.34
694-440-048 73915 VAN GOGH DR SFR 0.31 232.86 192.34
826
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-490-001 73298 WARHOL LN SFV 0.35 263.23 217.42
694-490-002 73312 WARHOL LN SFV 0.35 263.23 217.42
694-490-003 73326 WARHOL LN SFR 0.35 263.23 217.42
694-490-004 73340 WARHOL LN SFR 0.35 263.23 217.42
694-490-005 73354 WARHOL LN SFR 0.35 263.23 217.42
694-490-006 73368 WARHOL LN SFV 0.35 263.23 217.42
694-490-007 73382 WARHOL LN SFV 0.35 263.23 217.42
694-490-008 73396 WARHOL LN SFV 0.35 263.23 217.42
694-490-009 73410 WARHOL LN SFV 0.35 263.23 217.42
694-490-010 35565 PERUGINO TER SFV 0.35 263.23 217.42
694-490-011 35579 PERUGINO TER SFR 0.35 263.23 217.42
694-490-012 35593 PERUGINO TER SFR 0.35 263.23 217.42
694-490-013 35607 PERUGINO TER SFR 0.35 263.23 217.42
694-490-014 35621 PERUGINO TER SFR 0.35 263.23 217.42
694-490-015 35635 PERUGINO TER SFR 0.35 263.23 217.42
694-490-016 35649 PERUGINO TER SFR 0.35 263.23 217.42
694-490-017 35663 PERUGINO TER SFR 0.35 263.23 217.42
694-490-018 35677 PERUGINO TER SFR 0.35 263.23 217.42
694-490-019 35691 PERUGINO TER SFR 0.35 263.23 217.42
694-490-020 35705 PERUGINO TER SFR 0.35 263.23 217.42
694-490-021 35719 PERUGINO TER SFR 0.35 263.23 217.42
694-490-022 35733 PERUGINO TER SFR 0.35 263.23 217.42
694-490-023 35747 PERUGINO TER SFR 0.35 263.23 217.42
694-490-024 35738 PERUGINO TER SFR 0.35 263.23 217.42
694-490-025 35724 PERUGINO TER SFR 0.35 263.23 217.42
694-490-026 35710 PERUGINO TER SFR 0.35 263.23 217.42
694-490-027 35696 PERUGINO TER SFR 0.35 263.23 217.42
694-490-028 35682 PERUGINO TER SFR 0.35 263.23 217.42
694-490-029 35668 PERUGINO TER SFR 0.35 263.23 217.42
694-490-030 35654 PERUGINO TER SFR 0.35 263.23 217.42
694-490-031 35640 PERUGINO TER SFR 0.35 263.23 217.42
694-490-032 35626 PERUGINO TER SFR 0.35 263.23 217.42
694-490-033 35612 PERUGINO TER SFR 0.35 263.23 217.42
694-490-034 35598 PERUGINO TER SFR 0.35 263.23 217.42
694-490-035 35584 PERUGINO TER SFR 0.35 263.23 217.42
694-490-036 35570 PERUGINO TER SFV 0.35 263.23 217.42
694-490-037 35575 PASINI TER SFV 0.35 263.23 217.42
694-490-038 35589 PASINI TER SFR 0.35 263.23 217.42
694-490-039 35603 PASINI TER SFR 0.35 263.23 217.42
694-490-040 35617 PASINI TER SFR 0.35 263.23 217.42
694-490-041 35631 PASINI TER SFR 0.35 263.23 217.42
694-490-042 35645 PASINI TER SFR 0.35 263.23 217.42
694-490-043 35659 PASINI TER SFR 0.35 263.23 217.42
694-490-044 35673 PASINI TER SFR 0.35 263.23 217.42
694-490-045 35687 PASINI TER SFR 0.35 263.23 217.42
694-490-046 35701 PASINI TER SFR 0.35 263.23 217.42
694-490-047 35715 PASINI TER SFR 0.35 263.23 217.42
694-490-048 35729 PASINI TER SFR 0.35 263.23 217.42
827
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-490-049 35743 PASINI TER SFR 0.35 263.23 217.42
694-500-001 73458 HENRI DR SFV 0.35 263.23 217.42
694-500-002 73472 HENRI DR SFV 0.35 263.23 217.42
694-500-003 73486 HENRI DR SFV 0.35 263.23 217.42
694-500-004 73500 HENRI DR SFV 0.35 263.23 217.42
694-500-005 73514 HENRI DR SFV 0.35 263.23 217.42
694-500-006 73528 HENRI DR SFV 0.35 263.23 217.42
694-500-007 73542 HENRI DR SFV 0.35 263.23 217.42
694-500-008 73556 HENRI DR SFV 0.35 263.23 217.42
694-500-009 73570 HENRI DR SFV 0.35 263.23 217.42
694-500-010 73584 HENRI DR SFV 0.35 263.23 217.42
694-500-011 73598 HENRI DR SFV 0.35 263.23 217.42
694-500-012 73612 HENRI DR SFV 0.35 263.23 217.42
694-500-013 73626 HENRI DR SFV 0.35 263.23 217.42
694-500-014 73686 HENRI DR SFV 0.35 263.23 217.42
694-500-015 73700 HENRI DR SFV 0.35 263.23 217.42
694-500-016 73714 HENRI DR SFV 0.35 263.23 217.42
694-500-017 73711 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-018 73697 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-019 73683 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-020 73669 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-021 73655 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-022 73641 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-023 73627 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-024 73613 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-025 73609 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-026 73595 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-027 73581 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-028 73567 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-029 73553 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-030 73539 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-031 73525 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-032 73511 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-033 73497 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-034 73483 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-035 73469 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-036 73455 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-037 73452 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-038 73466 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-039 73480 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-040 73494 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-041 73508 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-042 73522 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-043 73536 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-044 73550 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-045 73564 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-046 73578 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-047 73592 RAPHAEL DR SFV 0.35 263.23 217.42
828
APN Situs Address Land Use Benefit Units Maximum Special Assessment Charge
City of Palm Desert
Benefit Assessment District No. 1
Final Prelim Report (Sorted by Assessor's Parcel Number "APN") Fiscal Year 2025/26
694-500-048 73606 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-049 73620 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-050 73634 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-051 73648 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-052 73676 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-053 73690 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-054 73704 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-055 73718 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-056 73732 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-057 73746 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-058 73760 RAPHAEL DR SFV 0.35 263.23 217.42
694-500-059 73801 HENRI DR SFV 0.35 263.23 217.42
694-500-060 73787 HENRI DR SFV 0.35 263.23 217.42
694-500-061 73773 HENRI DR SFV 0.35 263.23 217.42
694-510-001 NO SITUS AVAILABLE CMV 11.72 8,869.18 7,326.12 694-510-013 NO SITUS AVAILABLE CMV 20.36 15,405.19 12,725.00 694-510-014 NO SITUS AVAILABLE CMV 18.58 14,058.37 11,612.50 Summary Fields Value
APN Total: 785
EBU Total: 453.66
Max Sp Assess: $343,254.23
Charge Total: $283,528.42
829
830