HomeMy WebLinkAboutReso 1998-19106 RESOLUTION NO. 19106
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA, DECLARING ITS INTENTION TO ESTABLISH
COMMUNITY FACILITIES DISTRICT NO. 97-1 (OPEN SPACE
MAINTENANCE DISTRICT [OTAY RANCH - SPA ONE, VILLAGES
1 & 5]) AND TO AUTHORIZE THE LEVY OF A SPECIAL TAX
THEREIN TO FINANCE CERTAIN SERVICES
WHEREAS, the City Council of the City of Chula Vista (the "City Council"), at this time
is desirous to initiate proceedings to create a Community Facilities District pursuant to the
terms and provisions of the "Mello-Roos Community Facilities Act of 1982", being Chapter
2.5, Part 1, Division 2, Title 5 of the Government Code of the State of California (the "Act")
and the City of Chula Vista Community Facilities District Ordinance enacted pursuant to the
powers reserved by the City of Chula Vista under Sections 3, 5 and 7 of Article XI of the
Constitution of the State of California (the "Ordinance") (the Act and the Ordinance may be
referred to collectively as the "Community Facilities District Law"). This Community Facilities
District shall hereinafter be referred to as Community Facilities District No. 97-1 (Open Space
Maintenance District [Otay Ranch - Spa One, Villages 1 & 5]) (hereinafter referred to as the
"District"); and
WHEREAS, this City Council is now required to proceed to adopt its Resolution of
Intention to initiate the proceedings for the establishment of such District, to set forth the
boundaries for such District, to indicate the type of public services to be financed by such
District, to indicate the rate and apportionment of a special tax sufficient to finance such
services, to set a time and place for a public hearing relating to the establishment of such
District; and,
WHEREAS, a map of such District has been submitted showing the boundaries of the
territory proposed for inclusion in the District including properties and parcels of land proposed
to be subject to the levy of a special tax by the District.
NOW, THEREFORE, IT IS HEREBY RESOLVED:
RECITALS
SECTION 1. The above recitals are all true and correct.
INITIATION OF PROCEEDINGS
SECTION 2. These proceedings are initiated by this City Council pursuant to the
authorization of Section 53318 of the Government Code of the State of California.
BOUNDARIES OF DISTRICT
SECTION 3. It is the intention of this City Council to establish a Community Facilities
District pursuant to the provisions of the Community Facilities District Law, and to determine
the boundaries and parcels on which special taxes may be levied to finance certain services.
A description of the boundaries of the territory proposed for inclusion in the District including
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properties and parcels of land proposed to be subject to the levy of a special tax by the
District is as follows:
All that property as shown on a map as previously approved by this City Council, such
map designated by the name of this Community Facilities District, a copy of which is on file
in the Office of the City Clerk and shall remain open for public inspection.
NAME OF DISTRICT
SECTION 4. The name of the proposed Community Facilities District to be established
shall be known and designated as Community Facilities District No. 97-1 (Open Space
Maintenance District [Otay Ranch - Spa One, Villages 1 & 5]).
DESCRIPTION OF SERVICES
SECTION 5. It is the further intention of this City Council to finance certain services
that are in addition to those provided in or required for the territory within the District and will
not be replacing services already available. A general description of the services to be
3rovided is as follows:
The maintenance and servicing of public facilities including irrigation, cultivation,
installation and replacement of plant material, tree trimming and necessary supplies,
personnel, utility and equipment costs; contract services where applicable; maintenance and
servicing of parks, parkway landscaping and medians, drainage facilities, pedestrian bridges
and open space slopes, trails and walls.
SPECIAL TAX
SECTION 6. It is hereby further proposed that, except where funds are otherwise
available, a special tax sufficient to pay for such services and related incidental expenses
authorized by the Community Facilities District Law, secured by recordation of a continuing
lien against all non-exempt real property in the District, will be levied annually within the
boundaries of such District. Under no circumstances will the special tax be increased as a
consequence of delinquency or default by the owner of any other parcel or parcels used for
private residential purposes within the District by more than 10 percent. For further
particulars as to the rate and method of apportionment of the proposed special tax, reference
is made to the attached and incorporated Exhibit "A", which sets forth in sufficient detail the
method of apportionment to allow each landowner or resident within the proposed District to
clearly estimate the maximum amount that such person will have to pay for such services.
The special taxes herein authorized, to the extent possible, shall be collected in the
same manner as ad valorem property taxes and shall be subject to the same penalties,
procedure, sale and lien priority in any case of delinquency as applicable for ad valorem taxes.
Any special taxes that may not be collected on the County tax roll shall be collected through
a direct billing procedure by the Treasurer.
PUBLIC HEARING
SECTION 7. NOTICE IS GIVEN THAT ON THE 1st DAY OF SEPTEMBER, 1998, AT
THE HOUR OF 4:00 O'CLOCK P.M., IN THE REGULAR MEETING PLACE OF THE CITY
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COUNCIL BEING THE COUNCIL CHAMBERS, CITY HALL, LOCATED AT 276 FOURTH
AVENUE, CHULA VISTA, CALIFORNIA, A PUBLIC HEARING WILL BE HELD WHERE THIS
CITY COUNCIL WILL CONSIDER THE ESTABLISHMENT OF THE PROPOSED COMMUNITY
FACILITIES DISTRICT, THE PROPOSED METHOD AND APPORTIONMENT OF THE SPECIAL
TAX, AND ALL OTHER MATTERS AS SET FORTH IN THIS RESOLUTION OF INTENTION.
THAT AT THE ABOVE-MENTIONED TIME AND PLACE FOR PUBLIC HEARING ANY PERSONS
INTERESTED, INCLUDING TAXPAYERS AND PROPERTY OWNERS MAY APPEAR AND BE
HEARD, AND THAT THE TESTIMONY OF ALL INTERESTED PERSONS FOR OR AGAINST THE
ESTABLISHMENT OF THE DISTRICT, THE EXTENT OF THE DISTRICT, OR THE FURNISHING
QF THE SERVICES, WILL BE HEARD AND CONSIDERED. ANY PROTESTS MAY BE MADE
ORALLY OR IN WRITING. HOWEVER, ANY PROTESTS PERTAINING TO THE REGULARITY
DR SUFFICIENCY OF THE PROCEEDINGS SHALL BE IN WRITING AND CLEARLY SET FORTH
THE IRREGULARITIES AND DEFECTS TO WHICH THE OBJECTION IS MADE. ALL WRITTEN
PROTESTS SHALL BE FILED WITH THE CITY CLERK OF THE CITY COUNCIL ON OR BEFORE
THE TIME FIXED FOR THE PUBLIC HEARING. WRITTEN PROTESTS MAY BE WITHDRAWN
IN WRITING AT ANY TIME BEFORE THE CONCLUSION OF THE PUBLIC HEARING.
IF A WRITTEN MAJORITY PROTEST AGAINST THE ESTABLISHMENT OF THE
DISTRICT IS FILED, THE PROCEEDINGS SHALL BE ABANDONED. IF SUCH MAJORITY
PROTEST IS LIMITED TO CERTAIN SERVICES OR PQRTID NS OF THE SPECIAL TAX, THOSE
SERVICES OR THAT TAX SHALL BE ELIMINATED BY THE CITY COUNCIL.
ELECTION
SECTION 8. If, following the public hearing described in the Section above, the City
Council determines to establish the District and proposes to levy a special tax within the
District, the City Council shall then submit the levy of the special taxes to the qualified
electors of the District. If at least twelve (12) persons, who need not necessarily be the same
twelve (12) persons, have been registered to vote within the District for each of the ninety
(90) days preceding the close of the public hearing, the vote shall be by registered voters of
the District, with each voter having one (1) vote. Otherwise, the vote shall be by the
landowners of the District who were the owners of record at the close of the subject hearing,
with each landowners or the authorized representative thereof, having one (1) vote for each
acre or portion of an acre of land owned within the District.
A successful election relating to the special tax authorization shall, as applicable,
establish and/or change the appropriations limit as authorized by Article XIIIB of the California
Constitution as it is applicable to this District.
NOTICE
SECTION 9. Notice of the time and place of the public hearing shall be given by the
City Clerk in the following manner:
A. Notice of Public Hearing shall be published in the legally designated newspaper
of general circulation, such publication pursuant to Section 6061 of the
Government Code, with such publication to be completed at least seven (7)
days prior to the date set for the public hearing.
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B. A Notice of Public Hearing shall be mailed, postage prepaid, to each property
owner within the boundaries of the proposed District; such mailing to the
property owners shall be to the address as shown on the last equalized
assessment roll. Such mailing shall be completed at least fifteen (15) days prior
to the date set for the public hearing.
Presented by Approved as to form by
t~o P. Lippi Director /J. M. Kat'~ny ~
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EXHIBIT A
RATE AND METHOD OF APPORTIONMENT
ANNUAL TAX
A Special Tax shall be levied annually on land within Community Facilities
District No. 97-1 (Open Space Maintenance District) of the City of Chula Vista
(the "District"), and collected according to the Special Tax Liability determined by
the City of Chula Vista (the "City") through the application of the following
procedures. AI~ of the property within the District, unless otherwise exempted by
law or the express provisions of the rate and method of apportionment
expressed below, shall be taxed to the extent and in the manner provided below
All Parseis within the District are assigned to Special Tax Area A. tn addition.
certain Parcels are also assigned to Special Tax Area B based upon their
location. A map of the Special Tax Areas is included as Exhibit B. The Special
Tax which shall be levied upon each Parce{ shall be the aggregate sum of the
Special Tax for each Special 'Fax Area within which the Parcel is located.
All Specia~ Taxes applicable to Parcels shall be collected in the same manner
and at the same time as ordinary ad valorem property taxes, and the Special
Taxes so ievied will be subject to the same penalties and procedures, sale and
lien priority in case of delinquency as is provided for ad valorem taxes.
DEFINITIONS
Acre or Acreage means the area of a Parcel as shown on the latest maps of the
Assessor of the County of San Diego, or, if the area of such Parcel is not shown
on such Assessor's maps, the area as shown on a current recorded subdivision
map, parcel map, record of survey or other recorded document creating or
describing the Parcel. If the preceding maps are not available, the area shall be
determined by the City Engineer.
Administrative Expenses means the direct and indirect expenses incurred by
the City in carrying out its duties with respect to the District (including, but not
limited to, the levy and collection of the Special Taxes) including the fees and
expenses of its counsel. Any fees of the County related to the District or the
collection of Special Taxes, an allocable share of the salaries of City staff
directly related thereto, any amounts paid by the City from its general fund with
respect to the District, and expenses incurred by the City in undertaking actions
to foreclose on properties for which the payment of Special Taxes is delinquent,
and all other costs and expenses of the City related to the District.
Building Square Foot or Square Footage means the square footage as shown
on the Parcel's building permit(s), excluding garages or other structures not
used as living space.
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City means the City of Cnula Vista.
Developed Parcel means Taxable Property for which a foundation building
permit or other form of building permit has been issued as of March 1 of the
preceding Fiscal Year.
District means the Open Space Maintenance District - SPA One (Villages 1 & 5)
of the Community Facilities District No. 97-1 of the City of Chula Vista.
Facilities means those improvements defined in Part II of the Special Tax
Report dated July 1, 1998 for Community Facilities District No. 97-1 of the City
of Chula Vista.
Fiscal Year means the period starting on July 1 and ending the following June
30.
Maximum Special Tax means the maximum special tax that can be levied within
CFD No. 97-1 by the City Council in any Fiscal Year for each Parcel of Taxable
Property.
Non-Residential Uses shall include all Developed Parcels which are not zoned
for Residential Uses including commercial, industrial, and community public
facility (CPF) uses.
Operating Fund means a fund that shall be maintained for each Special Tax
Area within the District for any Fiscal Year to pay for the actual costs of
maintenance, repair, and replacement of the Facilities, and the Administrative
Expenses.
Operating Fund Balance means the amount of funds in the Operating Fund at
the end of the preceding Fiscal Year.
Operating Fund Requirement means for any Fiscal Year an amount for each
Special Tax Area equal to the budgeted costs of the maintenance, repair and
replacement of the Facilities which have been accepted and maintained by the
District or are reasonably expected to be accepted and maintained by the
District during the current Fiscal Year plus the budgeted Administrative
Expenses of the District for the current Fiscal Year in which Special Taxes are
levied.
Parcel means any San Diego County Assessor's Parcel or portion thereof that is
within the boundaries of the District designated on a map of the San Diego
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County Assessor and which ha~ been assigned a discrete identifying number on
the equalized tax rolls of the County.
Reserve Fund means a fund that shall be maintained for each Special Tax Area
to provide necessary cash flow for operations and maintenance for the first six
months of each Fiscal Year, working capital to cover maintenance and repair
cost overruns and delinquencies that may arise in connection with the collection
of Special Taxes and a reasonable buffer against large variations in annual
special tax amounts.
Reserve Fund Balance means the amount of funds in the Reserve Fund at the
end of the preceding Fiscal Year.
Reserve Fund Requirement means the required balance in the Reserve Fund
equal to up to 100% of the Operating Fund Requirement.
Residential Uses shall include those residential uses as permitted in the City
zoning ordinance.
Special Tax means the special tax or special taxes actually levied within CFD No.
97-1.
Special Tax Area means one of the two specific areas comprising specific
Parcels as shown in Exhibit B of the Special Tax Report dated July 1, 1998 for
Community Facilities District No. 97-1 of the City of Chula Vista.
Special Tax Liability for any Fiscal Year is an amount determined for each
Special Tax Area sufficient to pay the costs of the District, including: (i) the
amount required to be deposited into the Operating Fund to meet the Operating
Fund Requirement, less the Operating Fund Balance, and (ii) the total amount
required to be deposited into the Reserve Fund if any, to meet the Reserve Fund
Requirement, less the Reserve Fund Balance.
Taxable Property is all real property or Parcels within the boundaries of the
District which are not exempt from the Special Tax pursuant to law, or which are
not classified or assigned to the Exempt Category as defined herein.
Cateaories of Special Taxes
Residential Category:
The residential category includes each Developed Parcel within the District
which is zoned for Residential Uses by the City ("Residential Category").
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· The Maximum Special Tax that may be levied within Special Tax Area A for
Fiscal Year 1998199 on each Developed Parcel assigned to the Residential
Category shall be $0.0844 per Building Square Foot.
· The Maximum Special Tax that may be levied within Special Tax Area B for
the Fiscal Year 199811999 on each Developed Parcel assigned to the
Residential Category shall be $0.1977 per Building Square Foot.
Said Maximum Special Tax Rates shall be increased or decreased each Fiscal
Year thereafter by a factor which shall be the lesser of the annual percentage
change in the January to January San Diego Metropolitan Area All Urban
Consumer Price Index (All Items) or the annual percentage change in the
estimated California Fourth Quatier Per Capita Personal Income as contained in
the Governor's budget published every January.
Non-Residential Category
The non-residential category includes all Developed Parcels in the District which
are not zoned by the City for Residential Uses ("Non-Residential Category").
· The Maximum Special Tax that may be levied within Special Tax Area A for
the Fiscal Year 1998/99 on each Developed Parcel assigned to the Non-
Residential Category shall be $1,143 per Acre (said amount to be levied pro
rata for any portion of an Acre).
· The Maximum Special Tax that may be levied within Special Tax Area B for
the Fiscal Year 1998/99 on each Developed Parcel assigned to the Non-
Residential Category shall be $2,538 per Acre (said amount to be levied pro
rata for any portion of an Acre).
Said Maximum Special Tax rates shall be increased or decreased each Fiscal
Year thereafter by a factor which shall be the lesser of the annual percentage
change in the January to January San Diego Metropolitan Area All Urban
Consumer Price Index (All Items) or the annual percentage change in the
estimated California Fourth Quarter Per Capita Personal income as contained in
the Governor's budget published every January.
Exempt Category
The exempt category includes each property owned by, conveyed or irrevocably
offered for dedication to a public agency, land which is in the public right-of-way,
unmanned utility easements which make utilization for other than the purpose
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set forth in the easement impractical, common areas. private streets and parks
and open space lots ("Exempt Category"),
Vacant Land Category
The vacant land category includes each Parcel of Taxable Property assigned to
the District not subject to a Special Tax under any other category described
above ("Vacant Land Category").
The Maximum Special Tax which may be levied on each Parcel within the
Vacant Land Category for Fiscal Year 1995/99 shall be the rates set forth in
Table 1 below (said amount to be levied pro rata for any portion of an Acre).
Said Maximum Special Tax shall be increased or decreased each Fiscal Year
thereafter by a factor which shall be the lesser of the annual percentage change
in the January to January San Diego Metropolitan Area All Urban Consumer
Price Index (All Items) or the annual percentage change in the estimated
California Fourth Quarter Per Capita Personal Income as contained in the
Governor's budget pubfished every January.
TABLE 1
Vacant Land Category
Maximum Special Tax Rate per Acre
Maximum
Special Tax Area Special Tax Rate
Special Tax Area A $1,293/Acre
Special Tax Area B $2,870/Acre
AssiGnment to CateGories of Special Taxes
On or about July 1 of each year (but in any event in sufficient time to include the
levy of the Special Taxes on the County's secured tax roll) the City shall assign
each Parcel within the District to the Residential Category, Non-Residential
Category, Exempt Category, or Vacant Land Category. Parcels subject to levy
shall be determined based upon the records of the San Diego County Assessor.
Levy and Aooortionment of Special Taxes
The City shall determine the Special Tax Liability of each Special Tax Area in
each Fiscal Year on or about every July 1 (but in any event in sufficient time to
include the levy of the Special Taxes on the County's secured tax roll), Special
Taxes shall then be levied on each Parcel assigned to the Residential Category,
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Non-Residential Category, and Vacant Land Category within each Special Tax
Area in the following order of priority:
Step 1: Determine the maximum revenue which could be generated in each
Special Tax Area by multiplying the total Building Square Footage of all
Developed Parcels assigned to the Residential Category in each
Special Tax Area by the Maximum Special Tax per Building Square Foot
and adding to that the maximum Special Tax revenue which could be
generated by multiplying the total Acreage of all Developed Parcels
assigned to the Non-Residential Category in each Special Tax Area by
the Maximum Special Tax per Acre.
Step 2: If the total Special Tax revenue as calculated in Step 1 for the Special
Tax Area is greater than the Special Tax Liability of such Special Tax
Area, reduce the Special Tax for each Parcel proportionately so that the
Special Tax levy for the Fiscal Year is equal to the Special Tax Liability
for the Fiscal Year.
Step 3: If the total Special Tax revenue as calculated in Step 1 is less than the
Special Tax Liability of such Special Tax Area, a Special Tax shall be
levied upon each Parcel assigned to the Vacant Land Category. The
Special Tax for the Vacant Land Category shall be calculated as the
lessor of~
(i) The Special Tax Liability for each Special Tax Area, less the total of
funds generated for all Parcels within that Special Tax Area under
Step 1 above, divided by the total Acres for all Parcels assigned to
the "Vacant Land Category" within that Special Tax Area.
OR,
(ii) the Maximum Special Tax rate for Parcels within that Special Tax
Area.
However, in the event it is determined that the Special Tax Liability for
Special Tax Area A includes delinquent Special Taxes from Parcels in
the Vacant Land Category from the prior Fiscal Year, the City shall
determine the amount of such delinquent Special Taxes that arose from
such Parcels and identify the owner(s). The amount of delinquent
Special Taxes, if any, that arose from each owner shall first be divided
by the total Acres owned by such owner(s), and collected from the
respective owner with the remaining portion of the Special Tax Liability
not related to delinquent Special Taxes to be collected from Parcels in
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the Vacant Land Category according to the procedure se~ forth in the
preceding paragraph.
Step 4: The total Special Tax for each Parcel shall be the sum of the Special
Taxes for each Special Tax Area in which a Parcel is located.
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PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 28th day of July, 1998, by the following vote:
AYES: Councilmembers: Padilia, Salas and Horton
NAYS: Councilmembers: None
ABSENT: Councilmembers: Rindone
ABSTAIN: Councilmembers: Moot
ATTEST:
~Au~helet, City Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO )
CITY OF CHULA VISTA )
I, Beverly A. Authelet, City Clerk of Chula Vista, California, do hereby certify that the
foregoing Resolution No. 19106 was duly passed, approved, and adopted by the City Council
at a regular meeting of the Chula Vista City Council held on the 28th day of July, 1998.
Executed this 28,h day of July, 1998.
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