HomeMy WebLinkAboutReso 2013-099RESOLUTION NO. 2013-099
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA DECLARING ITS INTENTION TO
AUTHORIZE THE ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE
MAINTENANCE DISTRICT) AND IMPROVEMENT AREA
"C" THERETO
(ANNEXATION NO. 7)
WHEREAS, the City Council of the City of Chula Vista, California, ("City Council"),
formed a Community Facilities District and designated certain improvement areas therein
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"). The Community
Facilities District has been designated as COMMUNITY FACILITIES DISTRICT NO. 97-2
(PRESERVE MAINTENANCE DISTRICT) (the "District") and the Improvement Areas were
designated as IMPROVEMENT AREA "A," IMPROVEMENT AREA "B" and
IMPROVEMENT AREA "C" of such District; and
WHEREAS, the District was formed for the purpose of financing the monitoring,
maintenance, operation and management of public property required to be maintained as open
space or habitat preservation or both; and
WHEREAS, Improvement Area "C" was established to finance Preserve Operations and
Maintenance plus apro-rata share of Administrative Expenses of the District as such terms are
defined in the rate and method of apportionment of special taxes (the "Improvement Area "C"
Rate and Method") attached as Exhibit A hereto and incorporated herein by this reference; and
WHEREAS, certain territory is proposed to be annexed to the District and Improvement
Area "C" thereto and such territory shall be known and designated as COMMUNITY
FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE DISTRICT),
IMPROVEMENT AREA "C," ANNEXATION NO. 7 (the "Territory"); and
WHEREAS, this legislative body now desires to proceed to adopt its Resolution of
Intention to annex the Territory to Improvement Area "C," to describe the tenritory included
within Improvement Area "C" and the Territory proposed to be annexed thereto, to specify the
services to be financed from the proceeds of the levy of special taxes within the Territory, to set
and specify the special taxes that would be levied within the Temtory to finance such services,
and to set a time and place for a public hearing relating to the annexation of the Temtory to the
Improvement Area "C"; and
Resolution No. 2013-099
Page No. 2
WHEREAS, a map showing the Territory proposed to be annexed has been submitted,
which map has been previously approved and a copy of the map shall be kept on file with the
transcript of these proceedings.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
RECITALS
SECTION 1. The above recitals are all true and correct.
LEGAL AUTHORITY
SECTION 2. These proceedings for annexation aze initiated by this City Council
pursuant to the authorization of the Community Facilities District Law.
INTENTION TO ANNEX; DESCRIPTION OF TERRITORY
SECTION 3. This legislative body hereby determines that the public
convenience and necessity requires that the Territory be added to the District and Improvement
Area "C" thereto and this City Council declares its intention to annex the Territory to the District
and Improvement Area "C" thereto.
A description of the boundaries and Territory proposed to be annexed is as follows:
All that Temtory proposed to be annexed to the District and
Improvement Area "C" thereto, as such property is shown on a
map as previously approved by this legislative body, such map
entitled "Annexation Map No. 5 City of Chula Vista Community
Facilities District No. 97-2 (Preserve Maintenance District),
Improvement Area "C", City of Chula Vista, County of San Diego,
State of California" (the "Annexation Map"), a copy of which is on
file in the Office of the City Clerk and shall remain open for public
inspection.
A general description of the temtory included in the District is hereinafter described as
follows:
All that property and territory as originally included within and
previously annexed to the District and Improvement Area "C"
thereto, as such property is shown on maps of the original District
and territory previously annexed as approved by this City Council
and designated by the name of the original District and Annexation
Nos. 1 through 6. A copy of such maps aze on file in the Office of
the City Clerk and have also been filed in the Office of the County
Recorder.
Resolution No. 2013-099
Page No. 3
NAME
SECTION 4. The proposed annexation shall be known and designated as
COMMUNITY FACILITIES DISTRICT NO. 97-2 (PRESERVE MAINTENANCE
DISTRICT), IMPROVEMENT AREA "C," ANNEXATION NO. 7.
SERVICES AUTHORIZED TO BE FINANCED BY THE DISTRICT
SECTION 5. The services that are authorized to be financed by the District from
the proceeds of special taxes levied within Improvement Area "C" are certain services which are
in addition to those provided in or required for the territory within Improvement Area "C" and
will not be replacing services already available. A general description of such services to be
financed by the District is as follows:
The monitoring, maintenance, operation and management of public
property in which the City has a property interest and which
conforms to the requirements of the Ordinance or private property
within the Otay Ranch Preserve which is required by the Preserve
Owner/Manager to be maintained as open space or for habitat
maintenance or both. Such property may be located outside the
boundaries of the District and outside the jurisdictional boundazies
of the City of Chula Vista. Such services shall not include the
maintenance, operation and/or management of any property
owned, maintained, operated and/or managed by the federal and/or
state government as open space, habitat maintenance and/or for
any other purpose.
The District shall finance all direct, administrative and incidental annual costs and
expenses necessary to provide the such monitoring, maintenance, operation and management of
such public property.
The same types of services which aze authorized to be financed by the District from the
proceeds of special taxes levied within Improvement Area "C" are the types of services to be
provided in the Territory. If and to the extent possible such services shall be provided in
common within the District and the Territory.
SPECIAL TAXE5
SECTION 6. It is the further intention of this City Council body that, except
where funds aze 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 Territory, will be levied annually
within the boundazies of such Territory. For further particulazs as to the rate and method of
apportionment of the proposed special tax, reference is made to the attached and incorporated
Exhibit "A" (the "Improvement Area `C' Rate and Method"), which sets forth in sufficient detail
the method of apportionment to allow each landowner or resident within the proposed Territory
to clearly estimate the maximum amount that such person will have to pay.
Resolution No. 2013-099
Page No. 4
The special tax proposed to be levied within the Territory shall be equal to the special tax
levied to pay for the same services in Improvement Area "C," except that a higher or lower
special tax may be levied within the Territory to the extent that the actual cost of providing the
services in the Territory is higher or lower than the cost of providing those services in
Improvement Area "C." Notwithstanding the foregoing, the special tax may not be levied at a
rate which is higher than the maximum special tax authorized to be levied pursuant to the
Improvement Area "C" Rate and Method.
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.
The maximum special tax rate in Improvement Area "C" shall not be increased as a result
of the annexation of the Territory to Improvement Area "C."
PUBLIC HEARING
SECTION 7. NOTICE IS GIVEN THAT ON JULY 9, 2013, AT THE HOUR
OF 2:00 PM CLOCK P.M., IN THE REGULAR MEETING PLACE OF THE LEGISLATIVE
BODY, BEING THE COUNCIL CHAMBERS, 276 FOURTH AVENUE, CHULA VISTA,
CALIFORNIA, A PUBLIC HEARING WILL BE HELD WHERE THIS LEGISLATIVE
BODY WILL CONSIDER THE AUTHORIZATION FOR THE ANNEXATION OF THE
TERRITORY TO THE DISTRICT AND IMPROVEMENT AREA "C" THERETO, THE
PROPOSED RATE AND METHOD OF APPORTIONMENT OF THE SPECIAL TAX TO BE
LEVIED WITHIN THE TERRITORY AND ALL OTHER MATTERS AS SET FORTH IN
THIS RESOLUTION OF INTENTION.
AT SUCH PUBLIC HEARING, THE TESTIMONY OF ALL INTERESTED PERSONS
FOR OR AGAINST THE ANNEXATION OF THE TERRITORY OR THE LEVYING OF
SPECIAL TAXES WITHIN THE TERRITORY WILL BE HEARD.
AT SUCH PUBLIC HEARING, PROTESTS AGAINST THE PROPOSED
ANNEXATION OF THE TERRITORY, THE LEVY OF SPECIAL TAXES WITHIN THE
TERRITORY OR ANY OTHER PROPOSALS CONTAINED IN THIS RESOLUTION MAY
BE MADE ORALLY BY ANY INTERESTED PERSON. ANY PROTESTS PERTAINING
TO THE REGULARITY OR SUFFICIENCY OF THE PROCEEDINGS SHALL BE IN
WRITING AND SHALL CLEARLY SET FORTH THE IRREGULARITIES OR DEFECTS
TO WHICH OBJECTION IS MADE. ALL WRITTEN PROTESTS SHALL BE FILED WITH
THE CITY CLERK PRIOR TO THE TIME FIXED FOR THE PUBLIC HEARING.
WRITTEN PROTESTS MAY BE WITHDRAWN AT ANY TIME BEFORE THE
CONCLUSION OF THE PUBLIC HEARING.
Resolution No. 2013-099
Page No. 5
MAJORITY PROTEST
SECTION 8. If (a) 50% or more of the registered voters, or six (6) registered
voters, whichever is more, residing within Improvement Area "C" of the District, (b) 50% or
more of the registered voters, or six (6) registered voters, whichever is more, residing within the
Territory, (c) owners of one-half or more of the azea of land in the territory included in
Improvement Area "C" of the District, or (d) owners of one-half or more of the area of land
included in the Territory, file written protests against the proposed annexation of the Territory to
the District in the future and such protests aze not withdrawn so as to reduce the protests to less
than a majority, no further proceedings shall be undertaken for a period of one year from the date
of the decision by the City Council on the issue discussed at the public heazing.
ELECTION
SECTION 9. Upon the conclusion of the public heazing, if the legislative body
determines to proceed with the annexation of the Territory, a proposition shall be submitted to
the qualified electors of the Territory. The vote shall be by registered voters within the Temtory;
provided, however, if there are less than 12 registered voters, the vote shall be by landowners,
with each landowner having one vote per acre or portion thereof within the Territory.
NOTICE
SECTION 10. Notice of the time and place of the public hearing shall be given
by the City Clerk by publication in the legally designated newspaper of general circulation, said
publication pursuant to Section 6061 of the Government Code, with said publication to be
completed at least seven (7) days prior to the date set for the public heazing.
Presented by Approved as to form by
¢ =~,
len R. oogin
Att ey ~~
Resolution No. 2013-099
Page No. 6
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 4th day of June 2013 by the following vote:
AYES: Councilmembers: Aguilaz, Bensoussan, Ramirez, Salas and Cox
NAYS: Councilmembers: None
ABSENT: Councilmembers: None
ATTEST:
~b~~--~
Donna R. Norri , MC, City Clerk
STATE OF CALIFORNIA
COUNTY OF SAN DIEGO
CITY OF CHULA VISTA
Cheryl Cox, ayo
I, Donna R. Noms, City Clerk of Chula Vista, California, do hereby certify that the foregoing
Resolution No. 2013-099 was duly passed, approved, and adopted by the City Council at a
regular meeting of the Chula Vista City Council held on the 4th day of June 2013.
Executed this 4th day of June 2013.
Donna R. Norris, CMC, City Clerk
Resolution No. 2013-099
Page No. 7
EXHIBIT A
CITY OF CHULA VISTA
COMMUNITY FACILITIES DISTRICT NO. 97-2
(PRESERVE MAINTENANCE DISTRICT)
IMPROVEMENT AREA C
A Special Tax of Community Facilities District No. 97-2 (Preserve Maintenance District)
of the City of Chula Vista ("CFD") shall be levied on all Assessor's Pazcels in Improvement
Area C of the CFD and collected each Fiscal Yeaz commencing with Fiscal Year 2002/2003 in
an amount determined through the application of the rate and method of apportionment of the
Special Tax set forth below. All of the real property in the CFD, unless exempted by law or by
the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein
provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre or Acreage" means the land azea of an Assessor's Parcel as shown on an Assessor's
Pazcel Map, or if the land area is not shown on an Assessor's Pazcel Map, the land area shown on
the applicable Final Subdivision Map, other final map, other pazcel map, other condominium
plan, or functionally equivalent map or instrument recorded in the Office of the County
Recorder. The square footage of an Assessor's Parcel is equal to the Acreage multiplied by
43,560.
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5,
Part 1, Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the actual or estimated costs incurred by the City, acting for
and on behalf of the CFD as the administrator thereof, to determine, levy and collect the Special
Taxes, including salaries of City employees and a proportionate amount of the City's general
administrative overhead related thereto, and the fees of consultants and legal counsel providing
services related to the administration of the CFD; the costs of collecting installments of the
Special Taxes; and any other costs required to administer Area C of the CFD as determined by
the City.
"Assessor's Parcel" means a lot or parcel shown in an Assessor's Pazcel Map with an assigned
assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating
pazcels by assessor's pazcel number.
Resolution No. 2013-099
Page No. 8
"Building Square Foot or Square Footage" means the square footage as shown on an
Assessor's Pazcel's building permit of Residential Property excluding garages or other structures
not used as living space.
"CFD Administrator" means an official of the City, or designee thereof, responsible for
determining the Special Tax Requirement and providing for the levy and collection of the
Special Taxes.
"CFD" means Community Facilities District No. 97-2 of the City of Chula Vista.
"City" means the City of Chula Vista.
"City Clerk" means the City Clerk for the City of Chula Vista or his or her designee.
"City Manager" means the City Manager for the City of Chula Vista or his or her designee.
"Community Purpose Facility Property" or "CPF Property" means all Assessor's Parcels
which aze classified as community purpose facilities and meet the requirements of City of Chula
Vista Ordinance No. 2883.
"Council" means the City Council of the City of Chula Vista, acting as the legislative body of
the CFD.
"County" means the County of San Diego, California.
"Developed Property" means all Taxable Property for which a building permit was issued prior
to the Mazch 1st preceding the Fiscal Yeaz in which the Special Tax is being levied.
"Final Map Property" means any residential lot or non-residential lot created by a Final
Subdivision Map, but which is not classified as Developed Property.
"Final Subdivision Map" means a subdivision of property creating residential or non-
residential buildable lots by recordation of a final subdivision map or pazcel map pursuant to the
Subdivision Map Act (California Government Code Section 66410 et seq.), or recordation of a
condominium plan pursuant to California Civi] Code 1352, that creates individual lots for which
building permits may be issued without further subdivision and is recorded prior to March 1
preceding the Fiscal Year in which the Special Tax is being levied.
"Fiscal Year" means the period starting July 1 and ending on the following June 30.
"Improvement Area C" or "Area C" means Improvement Area C of the CFD, as identified on
the boundary map for the CFD as amended from time to time.
"Land Use Class" means any of the classes listed in Table 1, Table 2, or Table 3.
Resolution No. 2013-099
Page No. 9
"Maximum Special Tax" means the maximum Special Tax, determined in accordance with
Section C below that may be levied in any Fiscal Yeaz on any Assessor's Pazcel of Taxable
Property.
"Non-Residential Property" means all Assessor's Pazcels of Developed Property for which a
building permit(s) has been issued for a structure or structures for non-residential use.
"Operating Fund" means a fund that shall be maintained within the CFD for each Fiscal Year
to pay for Resource Monitoring and/or Preserve Operations and Maintenance activities and
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 Yeaz an amount equal to the Resource
Monitoring Fund Requirement and the Preserve Operations and Maintenance Fund Requirement
for the current Fiscal Year in which Special Taxes aze levied.
"Preserve Operations and Maintenance" means those activities described in Attachment A
hereto which is incorporated herein by this reference.
"Preserve Operations and Maintenance Fund Requirement" means for any Fiscal Yeaz an
amount equal to the budgeted costs for Preserve Operations and Maintenance plus apro-rata
share of the budgeted Administrative Expenses of the District for the current Fiscal Year in
which Special Taxes aze levied.
"Property Owner Association Property" means any property within the boundazies of Area C
of the CFD that is owned by, or irrevocably dedicated as indicated in an instrument recorded
with the County Recorder to, a property owner association, including any master or sub-
association.
"Public Property" means any property within the boundaries of Area C of the CFD that is, at
the time of the CFD formation, expected to be used for any public purpose and is owned by or
dedicated to the federal government, the State, the County, the City or any other public agency.
"Reserve Fund" means a fund that shall be maintained for the CFD each Fiscal Year to provide
necessary cash flow for the first six months of each Fiscal Year, working capital to cover
monitoring, maintenance and repair cost overruns and delinquencies in the payment of Special
Taxes and a reasonable buffer to prevent lazge variations in annual Special Tax levies.
"Reserve Fuud Balance" means the amount of funds in the Reserve Fund at the end of the
preceding Fiscal Year.
"Reserve Fund Requirement" means an amount equal to up to 100% of the Operating Fund
Requirement for any Fiscal Yeaz.
Resolution No. 2013-099
Page No. 10
"Residential Property" means all Assessor's Pazcels of Developed Property for which a
building permit(s) has been issued for purposes of constructing one or more residential dwelling
unit.
"Resource Management Plan" means the Otay Ranch Phase 1 Resource Management Plan also
referred to as "The Otay Ranch Resource Management Plan" dated October 28, 1993, and the
Otay Ranch Phase 2, Resource Management Plan dated June 4, 1996, as both such plans may be
amended from time to time.
"Resource Mouitoriug Program" means those described in Attachment B hereto which is
incorporated herein by this reference.
"Resource Monitoring Fund Requirement" means for any Fiscal Year an amount for each
Improvement Area equal to the Improvement Area's fair shaze of the budgeted costs of the
Resource Monitoring Program plus a pro rata shaze of the budgeted Administrative Expenses of
the CFD for the current Fiscal Yeaz in which Special Taxes aze levied. Improvement Area C's
"fair share" shall be based on Improvement Area C's percentage of the total acreage within the
Otay Ranch General Development Plan Planning Area for which a Resource Monitoring
Program funding mechanism has been established.
"Special Tax" means the Special Tax levied pursuant to the provisions of sections C and D
below in each Fiscal Year on each Assessor's Parcel of Developed Property and Undeveloped
Property in Area C to fund the Special Tax Requirement.
"Special Tax Requirement" means that amount required in any Fiscal Year for Area C to: (i)
pay the Resource Monitoring Fund Requirement, and Preserve Operations and Maintenance
Fund Requirement, less the Operating Fund Balance, and (ii) pay any amounts required to
establish or replenish the Reserve Fund to the Reserve Fund Requirement; (iii) pay for
reasonably anticipated delinquent Special Taxes based on the delinquency rate for Special Taxes
levied in the previous Fiscal Year.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Pazcels within the boundaries of Area C of the
CFD that aze not exempt from the Special Tax pursuant to law or as defined below.
"Undeveloped Property' means, for each Fiscal Yeaz, all Taxable Property not classified as
Developed Property.
B. ASSIGNMENT TO CATEGORIES OF SPECIAL TAX
Each Fiscal Year using the definitions above, all Taxable Property within Area C,
Annexation No. 7 (Planning Area 12), of the CFD shall be classified as Category I, Category II,
Category III or Exempt. Developed Property, Final Map Property or Undeveloped Property, and
shall be subject to Special Taxes pursuant to Sections C and D below. Developed Property shall
be further assigned to a Land Use Class as specified in Table 1.
Resolution No. 2013-099
Page No. 11
C. MAXIMUM SPECIAL TAX RATES
Category I
Category I includes Developed Property within the District ("Category I").
The Maximum Special Tax for Resource Monitoring, and Preserve Operations and
Maintenance for Fiscal Yeaz 2002/2003 on Developed Property are the rates set forth in Table 1
below. For Residential Property, the Special Tax shall be levied based upon Building Squaze
Footage and for Non-Residential Property shall be levied based on Acreage.
TABLE 1
Maximum Special Tax for Category I
Community Facilities District No. 97-2
Improvement Area C
(Fiscal Year 2002/2003)
Description Resource Operation &
Monitoring Maintenance
Residential $0.0054 sq ft $0.0086/sq ft
Non- $87.3126/acre $138.6152/acre
Residential
Category II
Category II includes each Assessor's Pazcel of Taxable Property within the
District for which a Final Map has been recorded, but which is not classified as a Developed
Parcel ("Category II")
The Maximum Special Tax for Resource Monitoring, and Preserve Operations and
Maintenance approved for Fiscal Year 2002/2003 on each Assessor's Parcel in Category II is the
rate set forth in Table 2 below (said amount to be levied pro rata for any portion of an Acre.)
TABLE 2
Maximum Special Tax for Category II
Community Facilities District No. 97-2
Improvement Area C
(Fiscal Year 2002/2003)
Resource Operation &
Monitoring Maintenance
$87.3126/acre $138.5152/acre
Category III
Category III includes each Pazcel of Taxable Property within the District not subject to
Special Tax under any other category ("Category III").
Resolution No.2013-099
Page No. ] 2
The Maximum Special Tax approved for Fiscal Yeaz 2002/2003 on Taxable Property
within Category III is the rate set forth in Table 3 below (said amount to be levied pro rata for
any portion of an Acre.)
TABLE 3
Maximum Special Tax for Category III
Community Facilities District No. 97-2
Improvement Area C
(Fiscal Yeaz 2002/2003)
Resource
Monitoring Operation &
Maintenance
$65.3004/acre $103.6696/acre
Exempt Category
The Exempt Category includes each property owned, conveyed or irrevocably offered for
dedication to a public agency, or land which is in the public right-of--way, unmanned utility
easements which make utilization for other than the purpose set forth in the easement
impractical, common azeas, private streets and parks, and open space lots ("Exempt Category").
Annual Escalation Of Maximum Special Tax
The Maximum Special Tax as shown in the tables above that may be levied on each
Assessor's Pazcel in Area C shall be increased each Fiscal Yeaz beginning in Fiscal Yeaz
2003/2004 and thereafter by a factor equal to the annual percentage change in the San Diego
Metropolitan Area all Urban Consumer Price Index (All Items).
D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2003/2004, and for each following Fiscal Yeaz, the
Council shall levy the Area C Special Tax at the rates established pursuant to steps 1 through 4
below so that the amount of the Special Tax levied equals the Special Tax Requirement. The
Special Tax shall be levied each Fiscal Year as follows:
Step 1: Determine the revenue which could be generated by Pazcels assigned to Category
I by multiplying the Building Squaze Footage for Parcels classified as Residential Parcels by the
Maximum Special Tax per Building Square Foot for Resource Monitoring, and Preserve
Operations and Maintenance for Pazcels and adding to that the maximum revenue which could
be generated by multiplying the total acres for Pazcels classified asNon-Residential Pazcels by
the Maximum Special Tax per Acre for Resource Monitoring and Preserve Operations and
Maintenance.
Step 2: If the total revenue as calculated in Step 1 is greater than the estimated Specia]
Tax Liability for Improvement Area C, reduce the Special Tax for each Pazcel proportionately so
that the Special Tax levy for the Fiscal Yeaz is equal to the Special Tax Liability for the Fiscal
Year.
Resolution No. 2013-099
Page No. 13
Step 3: If the total revenue as calculated in Step 1 is less than the Special Tax Liability
for Improvement Area C, a Special Tax shall be levied upon each Pazcel within Improvement
Area C, classified as Category II. The Special Tax for Parcels assigned to Category II shall be
calculated as the lesser of:
(i) The Special Tax Liability for Improvement Area C as determined by the City, less
the total revenue generated for all Parcels under Step I above, divided by the total Acres for all
Pazcels within Improvement Area C assigned to Category II,
OR
(ii) The Maximum Special Tax rate for Parcels assigned to Category II.
Step 4: If the total revenue as calculated in Step 1 and 3 is less than the Special Tax
Liability, for Improvement Area C, a Special Tax shall be levied upon each Parcel within
Improvement Area C classified as Category III. The Special Tax for Pazcels assigned the
Category III shall be calculated as the lesser o£
(i) The Special Tax Liability for Improvement Area C as determined by the City, less
the total revenue generated for all Parcels under Step 1 and 3 above, divided by the total Acres
for all Pazcels within Improvement Area C assigned to Category III,
OR
(ii) The Maximum Special Tax rate for Parcels assigned to Category III and within
Improvement Area C.
However, in the event it is determined that the Special Tax Liability for Improvement
Area C includes delinquent Special Taxes from Pazcel in Category III from the prior Fiscal Year,
the City shall determine the amount of delinquent taxes that arose from such Parcels and identify
the owner(s). The amount of delinquent Special Taxes, if any, that azose from the applicable
owner(s) shall first be divided by the total Category III Acres owned by such owner(s) and
collected from the applicable owner(s) with the remaining portion of the Special Tax Liability
not related to delinquent Special Taxes to be collected from all Pazcels in Category III according
to the procedure set forth in the preceding paragraph.
Notwithstanding the above, under no circumstances will the Special Tax levied against
any Assessor's Parcel of Residential Property or Multi-Family Property for which an occupancy
permit for private residential use has been issued be increased by more than ten percent annually
up to the Maximum Special Tax as a consequence of delinquency or default by the owner of any
other Assessor's Parcel within Area C of the CFD.
E. APPEALS
Any landowner or resident who pays the Special Tax and believes that the amount of the
Special Tax levied on their Assessor's Pazcel is in error shall first consult with the CFD
Administrator regarding such error. If following such consultation, the CFD Administrator
determines that an error has occurred, the CFD Administrator may amend the amount of the
Special Tax levied on such Assessor's Parcel. If following such consultation and action, if any,
by the CFD Administrator, the landowner or resident believes such error still exists, such person
may file a written notice with the City Clerk of the City appealing the amount of the Special Tax
levied on such Assessor's Pazcel. Upon the receipt of any such notice, the City Clerk shall
Resolution No. 2013-099
Page No. 14
forwazd a copy of such notice to the City Manager who shall establish as part of the proceedings
and administration of the CFD, a special three-member Review/Appeal Committee. The
Review/Appeal Committee may establish such procedures, as it deems necessary to undertake
the review of any such appeal. The Review/Appeal Committee shall interpret this Rate and
Method of Apportionment and make determinations relative to the annual administration of the
Special Tax and any landowner or resident appeals, as herein specified. The decision of the
Review/Appeal Committee shall be final and binding as to all persons.
F. MANNER OF COLLECTION
Special Taxes levied pursuant to Section D above shall be collected in the same manner
and at the same time as ordinary ad valorem property taxes; provided, however, that the CFD
Administrator may directly bill the Special Tax, may collect Special Taxes at a different time or
in a different manner if necessary to meet the financial obligations of Area C of the CFD or as
otherwise determined appropriate by the CFD Administrator.
G. TERM OF SPECIAL TAX
Taxable Property in Improvement Area C of the CFD shall remain subject to the Special
Tax in perpetuity.
Attachment A
Description of Preserve Operations and Maintenance
Preserve Operations and Maintenance includes the maintenance, operation and
management of the public or private property within boundaries of the Otay Ranch Preserve, as
such boundaries may be modified from time to time, required by the Resource Management Plan
to be maintained as open space or habitat preservation land or both. Such maintenance,
operations and management shall include, but not be limited to, the following:
(i) Preserve Maintenance. Development, implementation and ongoing
provision of programs to maintain, operate and manage preserve habitat values
through: cultivation, irrigation, trimming, spraying, fertilizing, and/or treatment of
disease or injury; removal of trimmings, rubbish, debris and other solid waste;
maintenance of trails; removal and control of exotic plant species (weeds); and
control of cowbirds through trapping.
(ii) Security. Development, implementation and ongoing provision of security
programs to: enforce "no trespassing" rules; curtail activities that degrade
resources, such as grazing, shooting, and illegal dumping; remove trash, litter, and
other debris; control access; prohibit off-road traffic; and maintain fences and
trails.
(iii) Preserve improvements: Acquire equipment and/or install improvements
necessary to maintain, operate and manage the open space and habitat
preservation land described above.
Resolution No. 2013-099
Page No. 15
The above description of the Preserve Operations and Maintenance is general in nature.
The actual maintenance, operations and management of the open space and habitat preservation
land within the Otay Ranch Preserve may be modified from time to time as necessary in order to
effectively provide such services in compliance with the requirements of the Resource
Management Plan.
Attachment B
Description of Resource Monitoring
Implement the annual biota monitoring and reporting program consistent with the
Resource Management Plan to identify changes in the quality and quantity of preserve resources
including wildlife species, sensitive plants and sensitive habitat types.
The above description of the Resource Monitoring is general in nature. The actual
monitoring and reporting program may be modified from time to time as necessary in order to
effectively provide such services consistent with the requirements of the Resource Management
Plan.