HomeMy WebLinkAbout6/16/2004 - STAFF REPORTS (18) DATE: June 16, 2004
TO: City Council
FROM: Director of Public Works/City Engineer
ASSESSMENT DISTRICT 162
RECOMMENDATION:
On a previous item on tonight's agenda, Council considered an Amendment to its Rules
concerning consideration of a previous action. Should Council approve said Rule
Amendment, and should a member from the prevailing side of the previous action make
a motion for reconsideration, and provided that motion passes, it is recommended that
after consideration of a review of the Assessment District application, the City Council
consider one of the following options:
1. Approve the application for further processing of the formation of Assessment
District 162, submitted by Ironwood Homes, doing business as Palm Springs
Modern Homes, and allowthe formation of Assessment District 162 to proceed with
an initial estimated bond amount less than the $2,000,000 minimum established
by the City's Policies and Procedures for Special Assessment and Mello-Roos
Community Facilitiy District (CFD) Municipal Bond Financing for Public
Improvements for Development Projects; authorize staff to select and negotiate
contracts with consultants for an assessment engineer's report, appraisal and
market absorption study; and collect necessary deposits from the applicant to fund
consultant contracts.
2. Deny the application for further processing of the formation of Assessment District
162, submitted by Ironwood Homes, doing business as Palm Springs Modern
Homes.
SUMMARY:
An application has been filed with the City in October2003 and modified in February2004
for formation of a 1913 Act Assessment District using 1915 Act Bonds for two separate
development projects: "The Villas", Tract No.29077, located on the south side of Tahquitz
Canyon Way west of Cahuilla Road; and "48 @ Baristo", Tract No. 30941, located on
Baristo Road west of Sunrise Way. These developments are being constructed by
Ironwood Homes, doing business as Palm Springs Modern Homes. The City has
established Policies and Procedures for Special Assessment and Mello-Roos Community
Facility District(CFD)Municipal Bond Financing for Public Improvements for Development
Projects that outlines the minimum criteria for Assessment Districts formed in the City, as
well as the guidelines and process for their formation. The subject application requires
special consideration with regard to the minimum bond amount, as well as a review of the
potential benefit to the City as a result of the Assessment District formation. No prejudice
will result to any party as a result of reconsidering this action at this meeting.
BACKGROUND:
Ironwood Homes, doing business as Palm Springs Modern Homes, is the developer for
Tract No.29077 located on the south side of Tahquitz Canyon Way west of Cahuilla Road.
The Tract Map was approved and recorded in September 2003 and consists of 47 single
family residential lots. They are also the developer of Tract No. 30941 located on Baristo
Road west of Sunrise Way which consists of 48 condominium units.
Assessment District 162
June 16. 2004
Page 2
Ernie Vincent, Vice-President of Palm Springs Modern Homes, has submitted an
application for formation of a 1913 Act Assessment District using 1915 Act Bonds for the
public improvements for both of their approved developments. In accordance with the
City's Statement of Policies and Procedures for Special Assessment and Mello-Roos
Community Facility District(CFD) Municipal Bond Financing for Public Improvements for
Development Projects, a pre-application conference with staff was held and the applicant
submitted a $10,000 initial application fee. On February 27, 2004, the applicant met with
the City's Special Districts Committee to review the proposed application.
The applicant is proposing that the Assessment District fund public sewer improvements,
water improvements, street improvements, sewer fees, drainage fees, water fees,
engineering costs, and all district formation and financing costs for both development
projects. In addition, relatively extensive utility undergrounding adjacent to the property
being developed as Tract No. 29077 is proposed to be funded by the Assessment District.
The total estimated bond amountforTract No.29077, known as"The Villas"is$1,083,626
and the total estimated bond amount for Tract No. 30941, known as "48 @ Baristo" is
$418,208 for a total Assessment District bond amount of $1,501,834. The Committee
noted that this total was less than the $2,000,000 minimum bond amount established by
the City's Policy. This minimum bond amount was established by City Council for reasons
of cost effectiveness, because there are certain fixed costs associate with all district
formations. These fixed costs are a higher percentage of the overall district improvement
costs, when the districts consisted of relatively limited amounts of improvements. The
developer is requesting an exception to the minimum bond amount requirement, which is
allowed by formal action by the Council, as specified by the Policy in Section 4(2)(C).
The main reason the developer is requesting the exception is that they are proposing to
complete the utility undergrounding work in and around the neighborhood adjacentto Tract
No. 29077 including construction of new underground services to existing residential and
commercial properties, if the Assessment District is approved. The City Council, as a
requirement of its conditional approval of Tentative Tract Map 29077, required the
developer to underground all overhead utilities on or adjacent to the site. However, the
overhead utilities on the south property line have overhead service connections to existing
properties, which would require 100% property owner concurrence to allow the developer
to enter onto the properties and convert the overhead services to underground services
for each existing property.
The developer is proposing to fund these on-site conversion costs, if the Assessment
District is approved, thereby resulting in the undergrounding of all adjacent overhead
utilities. The utility undergrounding of the overhead lines adjacent to Tract No. 29077 was
a commitment that was made to the neighborhood by the original tract developer. The
current developer subsequently acquired the property from the original developer after it
was entitled and the requirement to underground the existing overhead utilities was
imposed.
Additionally, improvements to the west end of Tahquitz Canyon Way(near Museum Way)
were an important item discussed during the entitlement process for Tentative Tract Map
29077. The current proposal by the developer includes removal of existing street
improvements and construction of decorative pavers, a landscaped median, and other / !
aesthetic improvements within Tahquitz Canyon Way that will greatly enhance the public
right-of-way.
Assessment District 162
June 16, 2004
Page 3
A final factor to consider with regard to public benefit is the improvements related to flood
control and storm drainage in the area. The existing property, when vacant, was subject
to extensive flooding during severe storms. The runoff from the adjacent hillsides would
subject downstream properties that were constructed 20, 30, and even 50 years ago to
potential flooding. As a result of this project,flood control improvements are proposed that
will redirect storm water runoff to existing storm drain facilities; and the development itself
will collect and convey runoff in a manner that provides greater flood control protection for
downstream properties than existed previously.
The developer estimates that for"The Villas" project, the bond amount assessed to each
lot will be $23,454 (approximate $1,383 annual payment per lot); and for the "48 @
Baristo" project, the bond amount assessed to each lot will be $8,578 (approximate $523
annual payment per lot)which are both below the City's policy requiring a value to lien ratio
of 4 to 1. At a 4 to 1 ratio, the minimum property value for "The Villas" project would be
$92,224; and the minimum propertyvalue forthe"48 @ Baristo"projectwould be$34,851.
The developer has indicated that pre-sale prices of "The Villas" are approximately
$600,000 and pre-sale prices for the "48 @ Baristo" project are approximately $400,000.
The controlling criteria established in the City's policy on the formation of Assessment
Districts is outlined under Section 4, "Minimum Requirements," Section 1, "Benefit". This
section indicates that the City should consider formation of Assessment Districts if the
following minimum "benefit" criteria are met:
1. The proposed project shall provide major infrastructure improvements that significantly
benefit the general public, and/or
2. The project shall provide significant financial benefit to the City.
Determining whether the proposed Assessment District application meets these two
general criteria is somewhat subjective. However, the application does propose to convert
existing overhead utility lines to underground facilities which is a major infrastructure
improvement that affects "The Villas" project as well as the adjacent properties.
Furthermore, development of the vacant land into individual residential properties that may
sell for$600,000 each at"The Villas"project and $400,000 each at"48 @ Baristo"project
has some financial benefit to the City in terms of additional property tax revenue as well
as the spill-over effect of additional property owners living and working in our City and
contributing to the overall economy of the community.
This item was previously considered by Council on March 24, 2004. The District was not
approved for formation by a 2-2-1 vote.
SUBMITTED:
DAVID J. BARAKIAN
Director of Public Works/City Engineer
Assessment District 162
June 16, 2004
Page 4
APPROVED:
DAVID H. READY
City Manager
ATTACHMENTS:
1. Assessment District Application
2. Resolution (approving formation of assessment district)
3. Minute Order (denying formation of assessment district)
RESOLUTION NO.
OF THE CITY COUNCIL OF THE CITY OF PALM
SPRINGS,CALIFORNIA,APPROVING THE APPLICATION
FOR FURTHER PROCESSING OF THE FORMATION OF
ASSESSMENT DISTRICT 162, SUBMITTED BY
IRONWOOD HOMES, DOING BUSINESS AS PALM
SPRINGS MODERN HOMES
WHEREAS,the City of Palm Springs adopted Resolution No. 17774 on January 22, 1992,
amended by Resolution No. 20304 on April 3, 2002, establishing Policies and Procedures
for Special Assessment and Mello-Roos Community Facilitiy District(CFD)Municipal Bond
Financing for Public Improvements for Development Projects; and
WHEREAS,the City's Policies and Procedures establish minimum criteria for the formation
of Special Assessment and CFD municipal bond-financing for public improvements for
development projects, including a minimum bond amount of $2,000,000; and
WHEREAS,the City's Policies and Procedures establish minimum criteria forthe formation
of Special Assessment and CFD municipal bond financing for public improvements for
development projects requiring that proposed public facilities to be finance must meet a
public need, including the provision of major infrastructure improvements that significantly
benefit the general public, and/or the provision for significant financial benefit to the City;
and
WHEREAS, the City has received an application from Ironwood Homes, doing business
as Palm Springs Modern Homes, for formation of a 1913 Act Assessment District using
1915 Act Bonds for two separate development projects: "The Villas", Tract No. 29077,
located on the south side of Tahquitz Canyon Way west of Cahuilla Road; and "48 @
Baristo", Tract No. 30941, located on Baristo Road west of Sunrise Way; and
WHEREAS, the proposed Assessment District includes construction of public
improvements, costs, and fees with an initial total bond estimate of $1,501,834 which is
less than the City's required minimum bond amount; and
WHEREAS, Section 4, 2 (c) "Bond Sale Minimum," of the City's Policies and Procedures
for the formation of Special Assessment and CFD municipal bond financing for public
improvements for development projects authorizes the City Council to take formal action
to allow a minimum bond amount below the $2,000,000 requirement; and
WHEREAS, the proposed Assessment District includes conversion of existing overhead
utility lines, construction of decorative pavers and other aesthetic improvements to West
Tahquitz Canyon Way, and construction of storm drain and flood control improvements
which are of benefit to the general public;
WHEREAS,the proposed Assessment Districtwill facilitate public improvements forprivate
development that will help stimulate the local economy and provide a financial benefit to
the City.
Resolution No.
NOW THEREFORE BE IT RESOLVED by the City Council of the City of Palm Springs
that:
1. The City Council does hereby approve the application for further processing of the
formation of Assessment District 162, submitted by Ironwood Homes, doing
business as Palm Springs Modern Homes; and
2. The City Council does hereby allow the formation of Assessment District 162 to
proceed with an initial estimated bond amount less than the $2,000,000 minimum
established by the City's Policies and Procedures for Special Assessment and
Mello-Roos Community Facilitiy District(CFD)Municipal Bond Financing for Public
Improvements for Development Projects; and
3. The City Council hereby authorizes staff to select and negotiate contracts with
consultants for an assessment engineer's report, appraisal and market absorption
study; and to collect necessary deposits from the applicant to fund consultant
contracts.
ADOPTED this 16" day of June, 2004.
AYES:
NOES:
ABSENT:
ATTEST: CITY OF PALM SPRINGS, CALIFORNIA
By
City Clerk City Manager
REVIEWED & APPROVED AS TO FORM:
f
MINUTE ORDER NO.
DENYING THE APPLICATION FOR FURTHER
PROCESSING OF THE FORMATION OF ASSESSMENT
DISTRICT 162, SUBMITTED BY IRONWOOD HOMES,
DOING BUSINESSAS PALM SPRINGS MODERN HOMES
I HEREBY CERTIFY that this Minute Order, denying the application for further processing
of the formation of Assessment District 162, submitted by Ironwood Homes, doing
business as Palm Springs Modern Homes, was adopted by the City Council of the City of
Palm Springs, California, in a meeting thereof held on the 161h day of June, 2004.
PATRICIA A. SANDERS
City Clerk