HomeMy WebLinkAboutFY 23-24 District 3 ReportCity of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
CITY OF PALM SPRINGS
ENGINEER’S REPORT
STREET LIGHTING MAINTENANCE
DISTRICT NO. 3
“CROSSLEY TRACT”
FISCAL YEAR 2023 / 2024
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
Engineer's Report Affidavit
Palm Springs Street Lighting Maintenance District No. 3
“CROSSLEY TRACT”
This Report describes the District including the improvements, budget, parcels and
assessments to be levied for the subject fiscal year, 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.
By: ________________________________
Joel Montalvo, P.E.
City Engineer
City of Palm Springs
Civil Engineer C 62624
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
CITY OF PALM SPRINGS
ENGINEER’S REPORT
STREET LIGHTING MAINTENANCE DISTRICT NO. 3,
CROSSLEY TRACT
The Undersigned respectfully submits the enclosed report as directed by the City Council.
The undersigned certifies that he is a Professional Engineer, registered in the State of
California.
_________________________
Joel Montalvo, P.E.
City Engineer
City of Palm Springs
County of Riverside, California
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with the Assessment
Roll and Assessment Diagram thereto attached was filed with me on:
29th day of June, 2023.
_________________________
Brenda Pree
City Clerk
City of Palm Springs
County of Riverside, California
I HEREBY CERTIFY that the enclosed Engineer’s Report, together with the Assessment
Roll thereto attached, was approved and confirmed by the Palm Springs City Council on:
24th day of July, 2023.
_________________________
Brenda Pree
City Clerk
City of Palm Springs
County of Riverside, California
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
TABLE OF CONTENTS
EXECUTIVE SUMMARY ............................................................................................................ 1
A. Introduction .................................................................................................... 1
B. Overview ........................................................................................................ 1
DESCRIPTION OF THE DISTRICT ............................................................................................ 2
A. Description of the District ................................................................................ 2
B. Description of Improvements and Services ..................................................... 2
METHOD OF APPORTIONMENT .............................................................................................. 4
A. General .......................................................................................................... 4
B. Benefit Analysis .............................................................................................. 4
C. Assessment Methodology .............................................................................. 5
D. Assessment Formula………………………………………………….……..……..5
DISTRICT BUDGET ................................................................................................................... 6
A. Description of Budget Items............................................................................ 6
B. District Budget ................................................................................................ 7
APPENDIX A – District Diagram ................................................................................................. 8
APPENDIX B – Assessment Roll .............................................................................................. 10
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 1
1. EXECUTIVE SUMMARY
A. INTRODUCTION
The purpose of this Engineer’s Report (hereinafter referred to as the “Report ”) is to set forth
the engineering analysis and findings for the levy of assessments in the City of Palm Springs
(hereinafter referred to as the “City”) Street Lighting Maintenance District No. 3 (hereinafter
referred to as the “District”) for the subject fiscal year, in compliance with the requirements of
Chapter 3, of the Landscaping and Lighting Act of 1972 (hereinafter referred to as the “Act”)
which is part 2, Division 15 of the California Streets and Highways Code and as provided by
Article XIII D of the California Constitution (hereinafter referred to as “Article XIII D”). This
District was formed to supplement certain City revenues and help finance the costs of
providing for the maintenance of certain public improvements including street lighting
maintenance within the District’s boundaries.
The City initiates proceedings for annual levying of assessments within the District by passing
a resolution, which states that the District was established under the Act. This resolution also
describes the improvements, describes the name and location of the District, and preliminarily
approves the Engineer’s Report.
The report prepared by the engineer must include an estimate of the costs of the
improvements, a diagram, i.e., map of the District showing the boundary of the District and an
assessment of the estimated costs of the improvements against the parcels or lots which
benefit from the improvements. Once the report is completed it is presented to the City
Council for its review and approval as presented, or it may be modified and approved.
After the report is approved, the City Council may adopt a Resolution of Intention, which
declares its intent to levy and collect assessments, describes the improvements, and refers
to the report for details of the District. The Resolution of Intention also sets a time and place
for a hearing on the proposed assessments.
B. OVERVIEW
The District described in this report contains parcels of land generally located within the area
along Lawrence Street and Marguerite Street between 34th Avenue and Martha Street,
consisting of Lots 3-36 and 38-77 of the Map of the “Crossley Tract”.
The City proposes to annually levy and collect special assessments to continue the
maintenance of the improvements within the District. Assessments within the District are
proposed to be levied annually, pursuant to the Landscape and Lighting Act of 1972, Part 2
of Division 15 of the California Streets and Highways Code (the “1972 Act”) and in compliance
with the substantive and procedural requirements of the California State Constitution Article
XIIIC and XIIID (“Proposition 218”).
The assessments described in this Engineer’s Report (hereinafter referred to as the “Report”)
shall be levied upon each parcel within the boundaries of the District and assessments shall
be proportional to the special benefit received from the maintenance of the improvements. For
the District, a benefit assessment rate per parcel is established based upon estimated and
actual operations and maintenance costs for the year.
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 2
This Report describes the District and the proposed assessments for the subject fiscal year.
The annual budget for the maintenance and operation of the improvements is based on
estimated expenses for the upcoming fiscal year.
The word “parcel,” for the purposes of this Report, refers to an individual property assigned
its own Assessment Parcel Number by the Riverside County (“County”) Assessor’s Office.
The Riverside County Auditor/Controller uses Assessment Parcel Numbers and specific Fund
Numbers to identify on the tax roll properties assessed for special district benefit
assessments.
DESCRIPTION OF THE DISTRICT
A. DESCRIPTION OF THE DISTRICT
The Street Lighting Maintenance District No.3 (“Crossley Tract”), generally located within the
area along Lawrence Street and Marguerite Street between 34th Avenue and Martha Street,
consisting of Lots 3-36 and 38-77 of the Map of “Crossley Tract”. The District includes 75
single-family residential parcels.
The purpose of the District is to ensure the ongoing maintenance, operation and servicing of
local street lighting and electrical improvements installed in connection with development of
properties within the District. This District will provide the financial mechanism (annual
assessments) by which the ongoing operation and maintenance of these improvements will
be funded.
The District structure, method of apportionment and assessments described in this Report are
based on current development and improvement plans including all estimated direct
expenditures and incidental expenses associated with the maintenance and servicing of the
improvements.
B. DESCRIPTION OF IMPROVEMENTS AND SERVICES
The purpose of the District is to ensure the ongoing maintenance, operation and servicing of
street lighting and electrical improvements installed within the District. These improvements
may include, but are not limited to, all materials, equipment, utilities, labor and appurtenant
facilities related to those improvements. The proposed improvements installed as part of the
development and to be maintained entirely through the District assessments generally include
the following:
▪ Street lighting facilities located along 34th Avenue, Martha Street, Lawrence Street and
Marguerite Street; and
▪ All appurtenant facilities, equipment, materials and utilities related to the aforementioned
improvements.
The estimated annual cost to provide and maintain the improvements within the District shall
be allocated to each property in proportion to the special benefits received. The Method of
Apportionment described in this Report utilizes commonly accepted assessment engineering
practices and has been established pursuant to the 1972 Act and the provisions of Proposition
218.
Improvements and Services Permitted Pursuant to the 1972 Act
As generally defined by the 1972 Act and applicable to this District, improvements and the
associated assessments may include one or more of the following:
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 3
1) The installation or planting of landscaping;
2) The installation or construction of statuary, fountains, and other ornamental structures and
facilities;
3) The installation or construction of public lighting facilities including, but not limited to, street
lights and traffic signals;
4) The installation of park or recreational improvements including, but not limited to, all of the
following:
a) Land preparation, such as grading, leveling, cutting and filling, sod, landscaping,
irrigation systems, sidewalks, and drainage;
b) Lights, playground equipment, play courts, and public restrooms;
c) The acquisition of land for park, recreational, or open-space purposes;
5) The installation or construction of any facilities which are appurtenant to any of the
foregoing or which are necessary or convenient for the maintenance or servicing thereof;
6) The acquisition of any associated existing improvement;
7) The maintenance or servicing of any of the foregoing including the furnishing of services
and materials for the ordinary and usual maintenance, operation, and servicing of any
improvement including, but not limited to:
a) Repair, removal, or replacement of all or any part of any improvements;
b) Grading, clearing, removal of debris, the installation or construction of curbs, gutters,
walls, sidewalks, or paving, or water, irrigation, drainage, or electrical facilities;
c) Providing for the life, growth, health, and beauty of landscaping, including cultivation,
irrigation, trimming, spraying, fertilizing, or treating for disease or injury;
d) The removal of trimmings, rubbish, debris, and other solid waste;
e) The cleaning, sandblasting, and painting of walls and other improvements to remove
or cover graffiti;
f) Electric current or energy, gas, or other illuminating agent for any public lighting
facilities or for the lighting or operation of any other improvements;
g) Water for the irrigation of any landscaping, the operation of any fountains, or the
maintenance of any other improvements;
8) Incidental expenses associated with the improvements including, but not limited to:
a) The cost of preparation of the report, including plans, specifications, estimates,
diagram, and assessment;
b) The costs of printing, advertising, and the publishing, posting and mailing of notices;
c) Compensation payable to the County for collection of assessments;
d) Compensation of any engineer or attorney employed to render services;
e) Any other expenses incidental to the construction, installation, or maintenance and
servicing of the improvements; and,
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 4
f) Costs associated with any elections held for the approval of a new or increased
assessment.
Public Street Lighting and Electrical Improvements
The street lighting and electrical improvements may include, but are not limited to, electrical
energy, lighting fixtures, poles, meters, conduits, electrical cable and associated appurtenant
facilities associated with:
All street lighting within the Street Lighting Maintenance District No.3 (“Crossley Tract”).
2. METHOD OF APPORTIONMENT
A. GENERAL
The 1972 Act permits the establishment of assessment districts by agencies for the purpose
of providing certain public improvements, which include the construction, maintenance, and
servicing of public lights, landscaping, parks, open space areas and appurtenant facilities.
The 1972 Act further requires that the cost of these improvements be levied according to
benefit rather than assessed value:
“The net amount to be assessed upon lands within an assessment district or District
may be apportioned by any formula or method which fairly distributes the net amount
among all assessable lots or parcels in proportion to the estimated benefits to be
received by each such lot or parcel from the improvements.”
The formula used for calculating assessments reflects the composition of the parcels and the
improvements and services provided within the District to fairly apportion the costs based on
estimated benefit to each parcel.
In addition, Article XIII D requires that a parcel’s assessment may not exceed the reasonable
cost of the proportional special benefit conferred on that parcel. Article XIII D provides that
only special benefits are assessable and the City must separate the general benefits from the
special benefits.
B. BENEFIT ANALYSIS
All improvements associated with this District have been identified as necessary, required and
desired for the properties within the District to their full potential, consistent with the
development plans. As such, these improvements would be necessary and required of
individual property owners for the development of such properties, and the ongoing operation,
servicing and maintenance of these improvements would be the financial obligation of those
properties. Therefore, the improvements and the annual costs of maintenance and operation
of the improvements are of direct and special benefit to the properties.
The method of apportionment (method of assessment) is based on the premise that each
assessed parcel within the District receives benefit from the improvements. The desirability
and security of properties is enhanced by the presence of street lighting in close proximity to
those properties.
The special benefits of street lighting are the convenience, safety, and security of property,
improvements, and goods. Specifically:
▪ Enhanced deterrence of crime and the aid to police protection;
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 5
▪ Increased nighttime safety on roads and streets;
▪ Improved ability of pedestrians and motorists to see at night;
▪ Improved ingress and egress to property;
▪ Reduced vandalism and other criminal act and damage to improvements or property;
▪ Improved traffic circulation and reduced nighttime accidents and personal property loss.
All of the preceding special benefits contribute to a specific enhancement and desirability of
each of the assessed parcels within the District. Although the improvements may include
lighting improvements and other amenities available or visible to the public at large, the
maintenance of these improvements is only necessary for the development of properties
within the District and are not required nor necessarily desired by any properties or
developments outside the District boundary. Therefore, any public access or use of the
improvements by others is incidental and there is no measurable general benefit to properties
outside the District or to the public at large.
C. ASSESSMENT METHODOLOGY
The method of apportionment for the District calculates the receipt of special benefit from the
respective improvements based on the actual land use of the parcels within the District. The
special benefit received by each lot or parcel is equated to the overall land use of the parcel
based on the parcel’s actual land use, and is reliant upon the special benefit received from
the improvements within the District.
To identify and determine the special benefit to be received by each parcel, it is necessary to
consider the entire scope of the District improvements as well as individual property
development within the District. The costs associated with the improvements shall be fairly
distributed among the parcels based upon the special benefit received by each parcel.
Proper maintenance and operation of the street lighting and electrical system benefits all
properties by enhancing overall safety, mitigating crime, alleviating the fear of crime, and
enhancing pedestrian safety.
The street lighting located along 34th Avenue, Martha Street, Lawrence Street and Marguerite
Street provides 100% special and direct benefit to all properties within the District. These
lighting benefits are directly related to the positive enhancement of the area increasing
property desirability. Therefore 100% of the costs of the lights will be apportioned to each
parcel on a single-family residential unit basis. All lots are assessed the same amount as each
is a single-family lot and receives equivalent benefit.
D. ASSESSMENT 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).
The Assessment Formula shall be applied to all future assessments within the District.
Generally, if the proposed annual assessment for the current fiscal year is less than or equal
to the Maximum Assessment, then the proposed annual assessment is not considered an
increased assessment, even if the proposed assessment is greater than the assessment
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 6
applied in the prior fiscal year. The Maximum Assessment is equal to the previous historical
maximum assessment, assessed to the District prior to passage of Proposition 218.
If the budget and assessments calculated requires an increase greater than the Maximum
Assessment, then the assessment is considered an increased assessment and would be
subject to property owner protest balloting in accordance with Proposition 218 (California
Constitution Articles XIIIC and XIIID).
3. DISTRICT BUDGET
A. DESCRIPTION OF BUDGET ITEMS
For the purpose of estimating costs for the maintenance and servicing, actual costs are used
where possible. But where the improvements are new, or where actual maintenance
experience is lacking, cost estimates will be used to determine costs, as follows:
Street light energy costs: The cost of energy is based on current Edison rates.
Street light maintenance: Maintenance costs include: maintenance labor, materials and
equipment required to properly maintain the authorized improvements and services within the
District.
Incidental costs: These are costs for special items, such as costs of levying the assessments
with the County Tax Collector, anticipated utility rate increases, or other such costs, and are
determined individually.
Another Incidental Cost is the expense of Assessment Engineering services. This includes
costs of performing annual assessment engineering, determining existing or estimated costs,
retaining of consultants, preparation of the Engineer’s Report, and other related costs, such
as publication of notices, mailings, etc.
Another Incidental Cost is the County Assessor-Tax Collector’s charge of $25 per County
assessment account plus $0.20 per levied parcel, to place the assessments on the tax rolls.
This charge will be distributed between the benefit Districts.
Miscellaneous: All cost estimates shall be rounded to the nearest dollar, except where
specified differently above. The total amount to be levied on any parcel will be rounded to an
even number to accommodate collection on the property tax bill in two equal installments.
B. DISTRICT BUDGET
This report has been prepared pursuant to the Landscaping and Lighting Act of 1972 (Part 2
of Division 15 of the Streets and Highways Code) and Article XIIID, Section 4 of the California
Constitution (Proposition 218). See next page.
B. DISTRICT BUDGET
STREET LIGHTING MAINTENANCE DISTRICT NO. 3 ("CROSSLEY TRACT")
Formed in 1983
A. FY 21-22 Past Actual Costs vs. Assessments Summary
Account Surplus from previous FY = $ 1,794
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 7
Starting Budget = $ 4,283
Actual Costs = $ (2,476)
Account Surplus = $ 1,807
Assessment = $ 4,283
Estimated Costs = $ (2,624)
Estimated Account Surplus = $ 3,466
B. FY 22-23 Current Estimated Annual Costs
Southern California Edison $ (2,085)
Labor and Administration $ (670)
Incidentals $ 4,000
Reserve Fund $ -
Estimated Annual Costs: $ 1,245
C. FY 23-24
Future Estimated
Assessment
Estimated future cost = $ 1,245
Estimated current FY account surplus = $ 3,466
Estimated Future Surplus / Deficit = $ 4,711
D. FY 23-24 Future Assessment Analysis
Maximum Allowable Assessment = $ 4,283
Proposed Assessment =
→ $ 4,282 (Assessment)
Cost per parcel (based on 75 Parcels) =
→ $ 57.09 (Per Parcel)
E. Two Year History: Actual Costs vs. Assessments
Fiscal Year: FY 20-21 FY 21-22
Actual Costs: ($2,489) ($2,476)
Assessment: $4,283 $4,283
Note:
Maximum approved assessment was in Fiscal Year 1991/1992, established at $4,283.
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 8
4. APPENDIX A - DISTRICT DIAGRAM
The parcels within the Palm Springs Street Lighting Maintenance District No. 3 (“Crossley
Tract”), are shown on the current Riverside County Assessor’s Parcel Map Book 681 Page
28. This County Assessor’s Parcel Map along with the Assessment Roll constitutes the District
Assessment Diagram. A copy of the Street Lighting Maintenance District No. 3 (“Crossley
Tract”) Boundary is shown on the following page.
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 9
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
Subject Fiscal Year: 2023 / 2024
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 10
5. APPENDIX B - ASSESSMENT ROLL
Parcel identification for each parcel within the District shall be the parcel as shown on the
Riverside County Secured Roll for the year in which this Report is prepared and reflective of
the Assessor’s Parcel Map associated with the Secured Roll. A listing of parcels assessed
within this District, along with the assessment amounts, is shown on the following table.
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
681-282-006-5 $57.09 681-282-034-0 $57.09
681-282-035-1681-282-007-6 $57.09$57.09
$57.09
$57.09
$57.09
$57.09
$57.09
$57.09
$57.09
$57.09 681-282-025-2
681-282-026-3
681-282-027-4
$57.09
$57.09
$57.09
$57.09
681-282-031-7
681-282-032-8
681-282-033-9
681-282-028-5
681-282-029-6
681-282-030-6
$57.09
$57.09
$57.09 681-282-011-9
681-282-012-0
681-282-013-1
681-282-014-2
$57.09
$57.09
$57.09
$57.09
$57.09
$57.09$57.09
$57.09
$57.09
681-282-015-3
681-282-016-4
681-282-050
681-282-022-9
681-282-023-0
681-282-024-1
681-282-009-8
681-282-010-8
$57.09
$57.09
$57.09
$57.09
$57.09
$57.09
681-282-004-3
681-282-005-4
681-281-019-4
681-282-001-0
681-282-002-1
$57.09
$57.09
$57.09
$57.09
$57.09
$57.09
681-281-014-9
681-281-015-0
681-281-005-1
681-281-006-2
681-281-007-3
681-281-008-4
681-281-009-5
681-281-010-5
681-282-003-2
$57.09
$57.09
$57.09
$57.09
$57.09
$57.09
RIVERSIDE COUNTY ASSESSMENT ROLL
STREET LIGHTING MAINTENANCE DISTRICT NO. 3 ("CROSSLEY TRACT")
FUND NO. 68-2612
ASSESSOR'S
PARCEL NUMBER
681-281-003-9
ASSESSOR'S
PARCEL NUMBER
681-282-008-7
ASSESSMENT
$57.09
ASSESSMENT
$57.09
681-281-016-1
681-281-017-2
681-281-018-3
681-281-004-0
681-281-011-6
681-281-012-7
681-281-013-8
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 11
City of Palm Springs – Engineer’s Report
Street Lighting Maintenance District No. 3, Crossley Tract
TOTAL = $4,281.75
681-283-005-7 $57.09 681-283-019-0 $57.09
681-283-006-8 $57.09 FY 23-24
681-283-003-5 $57.09 681-283-017-8 $57.09
681-283-004-6 $57.09 681-283-018-9 $57.09
681-283-024 $57.09 681-283-015-6 $57.09
681-283-025 $57.09 681-283-016-7 $57.09
681-282-043-8 $57.09 681-283-013-4 $57.09
681-282-044 $57.09 681-283-014-5 $57.09
681-282-040-5 $57.09 681-283-011-2 $57.09
681-282-051 $57.09 681-283-012-3 $57.09
$57.09 $57.09681-282-039-5 681-283-010-1
681-282-038-4 $57.09 681-283-009-1 $57.09
681-282-036-2 $57.09 681-283-007-9 $57.09
681-282-037-3 $57.09 681-283-008-0 $57.09
ASSESSOR'S
PARCEL NUMBER ASSESSMENT ASSESSOR'S
PARCEL NUMBER ASSESSMENT
RIVERSIDE COUNTY ASSESSMENT ROLL
STREET LIGHTING MAINTENANCE DISTRICT NO. 3 ("CROSSLEY TRACT")
FUND NO. 68-2612
City of Palm Springs, Lighting Maintenance District No. 3 - Engineer’s Report Page 12