The URL can be used to link to this page

Home My WebLink About2013/07/23 Item 04TY COUNCIL STATEMENT ~`~ CITY OF CHULA VISTA 7/23/13, Item ITEDI TITLE: RESOLUTIO\' OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZII~'G THE LEVY OF A4AXINILiM SPECIAL TAXES FOR FISCAL YEAR 2013/2014 WITHI\~ CO\4A~U-LAITY- FACILITIES DISTRICTS 97-1; 97-2; 97-3; 98-1; 98- 2; 98-3; 99-1; 99-2; 2000-L 2001-1; 2001-2; 06-I, 07-I; 07-M; 08-I; 08- ?~4, 09-~4; 11-D4, 12-I; 12-A2; 13-I AND 13-D4; AND DELEGATIIG TO THE CITY il~LANAGER; OR DESIGNEE, THE .AUTHORITY TO PREPARE rat\7J SUB\4IT A CERTIFIED LIST OF ALL PARCELS SUBJECT TO THE SPECIAL TAX; INCLUDING THE AA40U~~T OF THE TAX. TO THE COUI~rTY AUD R SUBMITTED BP: DIRECTOR OF PUBLIC \VORKS ! ASSISTANT DIRECTOR OF E\'GIN RII~'G~,~JS(~_ DIRECTOR OF FINA• ' E RE~'IE~V~D BP: CITY MANAGE ASSISTANT CITY IANAGE;~ 4/hTHS VOTE: YES ^ NO SUi\IVI-ARI' Twenty-two (22) Community Facilities Districts (CFDs) N=ere formed during Fiscal Years 1998- 2007. Each year, a special tax must be levied in each of the districts to pav for the maintenance of open space preserv=e areas and maintenance of other public facilities, or to repa}= bondholders. The present item will authorize the levy of maximum special taxes for CFDs 97-1; 97-2; 97-3, 98-L 98-2; 98-3, 99-1, 99-2; 2000-1; 2001-1; 2001-2; 06-L 07-I; 07-v1, 08-i\4; 08-L 09-n4, 11-il4, 12-M. 12-I. 13-~4 and 13-I. E\'VIROiADIE\TAL REVIE«' The Director of Development Serv=ices has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 1 X378 of the State CEQA Guidelines because it consists of a eovernmental fiscal activity that will not result in direct or indirect adverse physical chanties to the em=ironment. Therefore; pursuant to Section 16060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. Thus; no environmental review is necessary. RECO~IIIENDATIO\ Council adapt the resolution. 4-1 7/23/13, Item ~{ Page 2 of ~ BOARDS/COMMISSION RECOMMENDATION Not applicable DISCUSSION In January 1998, City Council adopted the Ciq~ of Chula Vista Statement of Goals and Policies Regarding the Establishment of Community Facilities Districts. This document allowed the use of CFDs as a public financing mechanism for: • Acquisition and/or construction of public improvements and facilities; • Financing of authorized public services; and • To repay bonded indebtedness or other related expenses. During Fiscal Years 1998/1999 through 2006/2007; the followine CFDs were formed in the Otay Ranch, Sunbow II; San Miguel Ranch; Eastlake; and Rolling Hills Ranch areas: Table 1. Community Facilities Districts within the City of Chula Vista `CFD.' •.. Location..:.-' .. ,.. Pur "ose . -., ,,, 97-1 Ota Ranch SPA 1, Villa es I and ~ O en S ace maintenance 97-2 Otav Ranch Preserve O en S ace maintenance 97-3 Ota ~ Ranch McMillin, SPA 1 Bond Issue for ac uisition of ublic facilities 98-1 Ota ~ Ranch Villaees 1 W, 2, 2 W, 6, 7; ] 2 Interim O en S ace maintenance 98-2 Otay Ranch McMillin SPA 2, Villages 6, 7 Interim O en S ace maintenance 98-3 Sunbow II O en S ace maintenance 99-1 Ota Ranch SPA 1, Villa es 1, 5, 1W Bond Issue for ac uisition of ublic facilities 99-2 Ota Ranch SPA 1, Villa e 1 W O en S ace maintenance 2000-1 Sunbow II, Villaees 5-10 Bond Issue for ac uisition of ublic facilities 2001-1 San Miguel Ranch, Areas A and B Bond Issue for ac uisition of ublic facilities 2001-2 McMillin Otav Ranch. Village 6 Bond Issue for ac uisition of ublic facilities 06-1 Eastlake \4'oods; Vistas and Land Swa Bond Issue for ac uisition of ublic facilities 07-[ Otav Ranch Villa e 1 1 Bond Issue for ac uisition of ublic facilities 07-M Eastlake Woods, Vistas and Land Swa (Areas 1, 2 Maintenance District 08-I Ota ~ Ranch. Villa e 6 Bond Issue for ac uisition of ublic facilities 08-M McMillin & Ota Ranch Villa e 6 (Areas 1, 2 Maintenance District 09-M Otav Ranch Villaee 11 Maintenance DistricC 11-M Rolling Hills Ranch Maintenance District 12-I McMillin Otay Ranch, Villaee 7 Bond Tssue for ac uisition of ublic facilities 12-M McMillin & Otay Ranch, Village 7 Maintenance Disu•ict li-I Ota ~ Ranch; Villa e 7 Bond Issue for ac uisition of ublic facilities 13-M Otay Ranch Village 2 Maintenance District Maximum Rate & Actual Rate The City of Chula Vista makes the distinction between the maximum special tax rate and the amount that the City may collect against the special tax rate (i.e., the actual rate). The maximum 4-2 7/23/13. Item Page 3~of ~ special taxes for Fiscal 1'eaz 2013/2014 aze proposed at the Fiscal Yeaz 20li/2014 maximum special tax rates and adjusted by an inflation factor as defined in each districts special tax report. The actual rate. on the other hand, is the amount actually collected from the propem~ o~imer and is equal to; or lower than; the proposed maximum special tax rate. The actual rate is based on the budget; the reser\~e requirement; fund balances; earned interest, and prior years' savings. Each near, the Council authorizes the le~~}~ of special taxes on the maximum authorized special tax rates; and delegates to the Cite ?~4anager; or designee the authority= to establish the specific special tax rate applicable to each pazcel. The maximum special tae rate and actual special tax rate for these existing infrastructure and open space maintenance CFDs are detailed in Exhibits A through U; and are accompanied by district maps. Fiscal Sear 2013/2014 Rates Maximum Special Tax Rate According to the Rate and Method of Apportionment for open space maintenance CFDs 97-1, 97-2, 98-1; 98-2; 98-3, and 99-2; the Maximum Special Tax Rates (see exhibits) for each fiscal year after the initial year shall be increased or decreased by the lesser of the annual percentage change in the San Diego Metropolitan Area All Urban Consumer Price Index (CPI) or the annual percentage change in the estimated Califomia Fourth Quarter Per Capita Personal Income as contained in the Governors budget published in January of each year. The annual percentage change in the CPI was approximately (1.60%), while the estimated California Fourth Quarter Per Capita Personal Income increase vas (d.66%). Staff therefore used the (1.60%), ~~'hich is the lower of the two annual percentage changes. Accordine to the Rate and Method of Apportiottment for open space maintenance CFDs 07-M; 08-\4, 09-M; 11-D4; and 12-M the Maximum Special Tax shall be increased each fiscal yeaz afer the initial year and by a factor equal to the annual percentage change in the San Diego Metropolitan Area All Urban Consumer Price Index. The annual percentage chance in the CPI was approximately (1.60%). Accordine to the Rate and \4ethod of Apportionment for open space maintenance CFD U-M; the Maximum Special Tax shall be levied beginning in Fiscal fear 2007-2008 and ihcreased each fiscal veaz thereafter by a factor equal to the greater of the annual percentage increase; if an.'. in the San Diego Metropolitan Area All urban Consumer Price Index (All Items) as reported by the State of Califomia Department of Finance, or 4%. The factor that will be used for this CFD will be 4%; which is greater than the San Diego Metropolitan Area All Urban Consumer Price Index (1.60%). The maximum authorized and projected annual Special Tax rates for all Corrununit_v Facilities Districts are given in Exhibits A through U. Square footage (SF) refers to building floor area; and acreaee refers to the total lot size. For CFD 98-3; asingle-family dwelling unit is equivalent to one EDU. Costs are spread to multi-family units on the basis of 0.8 EDU per unit for street medians and pazkways; and 1.0 EDU per unit for all other facilities in the CFD. 4-3 7/23/13, Item Page 4 of ~ Actual Special Tax Rate The Special Tax Levy Reports for the maintenance CFDs 97-1; 97-2; 98-1, 98-3, 99-2; 07-M; 08- M, 09-M; 11-h4; 12-M and 13-M require the establishment of a fund reserve for each district of up to 100% of the total annual operating budget in order to provide revenue for the first half of the fiscal year before any income is received and to provide for cost overruns and delinquencies. A ~0% reserve has been provided in some of these CFDs by including an additional 50% of the Fiscal Year 2013/2014 budgets. The reserves should provide sufficient funding through December 31, 20li. Additional reserves may be realized depending on the schedule for accepting new landscaping improvements during the fiscal year and/or cost savings throughout the year. The Fiscal Year 2013/2014 actual special tax rates have not been finalized at this time. California Goverzunent Code Section 53340 ("Government Code") permits the City Council to set the maximum rate for the levy of the special taxes and to authorize the City Manager or his designee to fix the amount of the levy at this maximum rate or lower based on the Certified List of all Parcels subject to the special tax levy, which list is provided to the City by the County Auditor. In accordance with the Government Code, staff proposes that the City Council establish the maximum rate of the levies and authorize the City Manager, or designee, to set the special tax at the maximum rate or lower based on the Certified List of all Parcels subject to the special tax levy. Once the Coitncil has passed this resolution, final Special Tax Levy Reports will be completed; which will include a list of all parcel numbers and charges applicable to each parcel. The final reports will then be submitted to the County Auditor by the required date in accordance with the deadline set by San Diego County. DECISION MAKER CONFLICT Staff has reviev,~ed the property holdings of the City Council and has found no property holdings within 500 feet of the boundaries of the properties which are subject of this action. CURRENT PEAR FISCAL ID'IPACT Infrastructure Districts The scheduled debt service for bonded infrastructure districts in Fiscal Year 2013/2014 totals $16,418,086.30 and is detailed in the table below. R~ojected special tax revenues will be sufficient to cover these amounts with no impact to the General Fund. '~"~ D~stnct " 'r ~,~ ~ r f ra 4% y -?6Y4 ~1,~,~ ~'#. s.. ?dk s~i'.~ri r.~.~t~en'~u w' i ~ ~~" YDebt Serv~ce~.+~i "" ~~ ~ ,~,,ia}.~. F'iY~4. ^c~7^,~.~. s'r'' u sa rit. y`r+iYn ..:~.~~FfI~M1'~sr~r~~'CrvtS Y'"vh~~)Wn~~. ..buv~' CFD 97-3 3813,566.26 CFD 99-1 2,915,408.76 CFD 2000-1 506,673.76 CFD 2001-1 (IA A) 992,353.76 CFD 2001-1 (IA B) 829,497.50 4-4 i/23/13.Item Page ~ of ~ CFD 2001-2 I i10,i50.00 CFD 06-I I 3,395,215.00 CFDOi-[ I 2,69i,T0.00 CFD 08-1 I _ 1,54Lii616 CFD 12-I 1,274,li0.00 CFD 13-I I 740,905.00 I_Total ort` ~:~' 'E---r~"'i I. ~'-*^~-~r~.~c~S.16A18086~3U Maintenance Districts The full cost of providing maintenance services in these districts totals 58,020;681.36. This entire amount is recovered through the CFDs' special tax levies and reserves; resulting in no net impact to the General Fund. ONGOI\'G FISCAL Iil4PACT There is no ongoing fiscal impact to the General Fund as maintenance services in these districts will be recovered through the CFDs' special tax levies and reserves. ATTACH~ZE\TS 1. District Maps E\FIIBITS A thru U -Fiscal fear 20li/201d CFD Tables Prepared by: Silvia Cosro, Administrative Analyst !I, Public {i'orks Department J:lEngineerUGB:VDAICAS?013101-?3-131REPORT-Pli'-CAS F}'1314 CFD LeLyF1A'AL.doc 4-5 ATTACHMENTS (DISTRICT MAPS) 4-6 CFD MAINTENANCE DISTRICT NO. CFD07M City of Chula Vista County of San Diego State of California Boundary Map 4-7 CFD MAINTENANCE DISTRICT NO. CFD07M City of Chula Vista County of San Diego State of California Boundary Map ,MEA NDER..Rpy = ~i g~ F ~VJ1ND 1 5333+ ~ ~ ~ L? Z ~~ G;'~~-N\ v P m y ~~G~` p~.SPRING.S ~ ~ O N }`~ 4-g ~ ---~''JY4 ~ ~ NOT TO SCALE CFD MAINTENANCE DISTRICT NO. CFD07M City of Chula Vista County of San Diego State of California Boundary Map Q~ 4-9 CFD MAINTENANCE DISTRICT NO. CFD07M City of Chula Vista County of San Diego State of California Boundary Map 1 ~`~. ~ ~~ ~ m ~ t v ~ F 4 +~-i0 4 a m l l ~ f. P O ~ A A O /~ ' ,. ,r ` ~ ~ f L~ --~f / 1 ~ o~ ~ ~~ J Z +. ~ -tt~_ o ,, w + ~ ~ ~ P m ~ 'Rp~ .'~~ ~\ ~ Y (~ ~: %~ ~~ ~ ~- 4' ~ ~ / J--~~ NOT TO SCALE ~.w icw ek c~crro c oare~arnnm CFD MAINTENANCE DISTRICT NO. CFD09M City of Chula Vista County of San Diego State of California Boundary Map ~~~~ r G ~'~~ j h~~O ~ gP~~ er Rx-HU-~-sIIR ko~ ~,Fi°~ ,. fy RD ~ `! ~Q g7HER"RNER~ 15~~ e ' ~o-..,~ A` K~A~i.EY R ,.,„ 1 ~ ~ ~ 4-12 CFD MAINTENANCE DISTRICT NO. CFD11M City of Chula Vista County of San Diego State of California Boundary Map CFD MAINTENANCE DISTRICT NO. CFD12M City of Chula Vista County of San Diego State of California Boundary Map I TAT-EST o ~ c - ~pp~N'p~ O >', r. RWINST iRWIN~ST a ~ ~ _ _ - _ . ~ ~ „~g6Ea~NV~ r ~ E.S~ST NSS~ ti 4. I i 3 ,~ ti ~ ~ ~ ~~PLAZ-A.RE 3~`m ~~ 4-bAVM O p ~Q~ ~ m ~aRnoos~ ~'i~. V ~ ~ o /$ .v- a W V p~ {p ` ItEGp ST m ~~ a ~ v A ~ G VAA ~ C Y 3~. O ..,,~~ ~ ~ ~YF..tS ~~ ~ ~ t ~~~ k ~, ~~ ~ ~ FLEISMSEIN S-T ~'a F~ I ~" a w .y ~ 7 z,+ ~ ~, l ~r .A t +~'Sz4i" ~+. '? ~ ~ g of '°k<` ` y ~~ 4 S p•rr ` ~~~ y~~r ,; ~`~~ ~~/e t. r r . ~ Y~ ~ fi ~ ~ 1~ Y~ rrrF ~~~ ~ ,~SAN7A~CiNAS7- i 4-14 > 9 ~~woa.~~ :,,, . , o~ NOT TO SCALE CFD MAINTENANCE DISTRICT NO. CFD12M City of Chula Vista County of San Diego State of California Boundary Map CFD MAINTENANCE DISTRICT NO. CFD12M City of Chula Vista County of San Diego State of California Boundary Map R` ~ ~./ 9 J m t o ~ S a~ ~\ ~~ \s N v ~ ~ ,S v t = A' ~ ~ ~~~ ~` BS~wY ~~ ~~ y r ~ ~` '" r 9 `} 3N O bPNYDN~R 9yOF~ ~ ~ ~T 2 ~ V ~ ~~~ y~ ~ \ ~ ~ \ ` ~ ` ~ ~1 y O ~~ ~%.1 _„",Fl£JSI{gEJJy.S7 ~~,~ ~'I; {~q~ S; dWj~ i I O U~~(VQ 5~ L S ,~ ~, ~ ip,PES;~Y\O f :~ ~ -~~~ ;~ ` r---- ABOAY~/-~ .~p£.- `~-=- ~ ~~ ,,`` 4-~ E NOT TO SCALE :~eusuewocv a eo ~. a~.~srzsrze~z CFD MAINTENANCE DISTRICT NO. CFD13M City of Chula Vista County of San Diego State of California Boundary Map 1T r -~-CA61e i3.3~65A- rl_ h ! Wi57A~BR i > LLE.7cFl-p- ~ ~ U' p -~ LN 4-17 CFD MAINTENANCE DISTRICT NO City of Chula Vista County of San Diego State of California Boundary Map CFD13M ~,r ~- ~~_ ~'hq y v~4~ 2`` 2 ,~ ?. .~ ~V ~l'~ ~ f R1MNS7 t~ O v G t 4-18 CFD MAINTENANCE DISTRICT NO. CFD97-1 City of Chula Vista County of San Diego State of California Boundary Map --~ \y/ J ! ~ ~4 mG cE.R~ A~`~'SP' ~,a x~ ,pm~~RpN \ t ~ ~~, j rt... /q KL~V~ 4 S~' ~! x P ~\~ ^ ~'~ z r YARw .fix m K~wN=SF£FtF; ~p ~ ` O GNE-OR T.J / y pPP < V .~ 1. ~ EyS9A A ~ ' ,.. ~4• ~ 5NE v ~,. \ G P t Y { S,PEkKR x nn -~/! ` S t b~Z Z~/ 1 Q ~m Fc C ~ ~ SANSEB y G ASIIAN.A °T ~ pP Nm ~ ` `•z' SEAS;OpgL ~T ~~ y N ' l ,.~. ,r.. / ~ /f _. ~~ jj ~ Mi `~- ~" • S 14 (~ AFC ~ f ~. ,.~..., .. -_,_,,.,, ._.. ~~ v; s~ ~ ~ _ l , T ~ ~ ~~ _ _ ~~ , ~9 ~ `Op+r- o ,~ ~ F9 ~~ A c r ~ ~ o ~ ~ y ~0 4 --LiV7NGS~ON$ ~ ~T 4 , H ~ \ ~ J \/ 2 l =2~~_ ~ ~ I 1 \ sn !// /~Y W ~4~~SGyC A ~pL/ l '~ ~ \ 4~~ m 1~ p3 p / so ~ eq / ~.~.'~~ ~ ~F r 9 Z ~\ ~ Q 9 p Za o ¢p /._ y O y~ ~P ~.,o~a~~w A~ ,~F ~ ,e.s,~, t \. NOT TO SCALE CFD MAINTENANCE DISTRICT NO. CFD97-2 City of Chula Vista County of San Diego State of California Boundary Map 4-21 CFD MAINTENANCE DISTRICT NO. CFD97-2 City of Chula Vista County of San Diego State of California / Boundary Map ask,! ~ aj5 ~-- \ ~S° ~~ ~ ~~ ~ t # t,:5 ~... ? x,°~ ~` ~ r •~V,'~'~:? ~ ~~< i ~ °~ <~ f=~rt~ \ ~w <~ ~Y ~^ r- -:. v J,, / ~ /"~~ /`~ - ~ ~~ ~~~-- ~ ~ SP~ a-DV~~sRE~.~ / ` \ l`Q\\qp G'~f E r ~ ~ Q ' ~ 1 o j v I ~D ~ 2 ~ ~ ~ !~ ~ s~~ i~"~,,. a~ t `~ ~a I i 2 .~ ~ ~,,.,,k er' l ,F c m ~ ®~ T F ~ ~+/ ~ C tl1 ti p ~. A~ ~~ ~ ~ m~ ~ ~ "_ "lam h m ~ ~~ / ~p F ~ hP ~~ "'--,~ t q n ~m 1. Nl. tiQ ~'"'VJOODEtJ-VAL{EX ST (J, _ TI \m~>\~>,o.r,~ou cwoa.~ < <ooa a o.~. e n \ Q~~~2~~Y \ ~.. J ~ T TO SCALE CFD MAINTENANCE DISTRICT NO. CFD97-2 City of Chula Vista County of San Diego State of California Boundary Map ~: ~'~ _ ~_-. ~ z. - .-~_ .- n , ~" -` CFD MAINTENANCE DISTRICT NO. CFD97-2 City of Chula Vista County of San Diego State of California Boundary Map ~F ~` / ~,,~c~<r 1tF "^,! CT 8T pJl ~..,"^d/ ESP /// ~~~ ~ O U ~//'~~~t ~a5 ~__zJ"`~ o J `~. ~. L~ z p~ ~'"ggN~q,VNE2~JT ~~\ Rey z gti4 z JFP CP\ ~ ( - . PA \ J`1 x m p \ G~ ~yYSV U`~E-PV ~ p P 1 ~ °~ STY ~ ~ ~, / c~~¢ ~ A \~ y~ ff/! ~~ ~ y m ~ ..,. N ~N , 1:g8R~~ y '~ y f t 2~ \ v 3 ~z ~ r r $ Am m D oy ~ ~, P ~NDRNEp.P~ 9Z (FS~. , I .p ~ ~ GiN i. ,:.. \ / E Z ?~NPYA ' P ~ l^ ~~ ~N~wHZ~EY~ a ~ '~ ~opysR°~ .C~~'NfiE~p9 ~ ~~` A $Z `m 9 L T ~ \ ~~AS b P E~'V~R PD , 2 ri ~P~?~N v~~ m ~ ~1~ /``Z ~ °p /0 p y~P s .\ ~c m pa z h a i PNIA~VIG70RM-RD ' . 4-24 .n=~n~een.m inn woescc~.con.o~.~m. ~.~s o. NOT TO SCALE CFD MAINTENANCE DISTRICT NO. CFD97-2 City of Chula Vista County of San Diego State of California Boundary Map 4-25 CFD MAINTENANCE DISTRICT NO. CFD97-2 City of Chula Vista County of San Diego State of California Boundary Map ~~ ~S~PU pp.P ~'"q"~' '~~~'q-. ~ !:1~-~ t ~~M^,Yx~~' ~_ T a r'~. '~ <, /jT •-~:. ~x ~1L~~V NPR4yNa Ny Z~ Y //.•' /~OnT ,{9NRD / '/ O ¢p t0 {~sti ~;'y' ~16N ~` .... ~ i't # r~ ~Jd ~c`~ *~ hiY ~'. bOQ f/§ 9 5 VGA d: ~~~Aa t~' ~. //"'//~~CS ~P~ y~a~.': / H~~P~AN~N L2 ~GS! ~ ( F ~,: ~~2~a t DJ - ~ ?-`r,. yam' J~~oLEUr~~' PG S~e~~`Eecx .+ +~ i ED'S ~ eo ,~k."'--~ R ~~~~~A6 ~ oveP~~`E ~~~~ , SS''E ~~K~ -^' s ~~~ ~ G ~E.SZ~m~~x a o t~. ¢ o ~~_ vk y i O ~L ~Mg1:C-`~ Q LL ~ CI ` "s;, ~~ Y J < Q ~+p10~ SEdAS7lgM.gy F `v--~~~` ,, -=.a,.R„o„a ~<vmn~ewc <.<~« , m m., o„ 4-Z 6 NOT T~ LE CFD MAINTENANCE DISTRICT NO. CFD97-2 City of Chula Vista County of San Diego State of California Boundary Map ~w~~ !~~/ P~~ ~ fl ~ooc ' r~ ~-S~pF~ _- ~ty ~ ~~ 5 , p ~~F ~S S+~RAi~R ~ \ 5~~ . O~ a!~- '1 ..n , 4-27 CFD MAINTENANCE DISTRICT NO. CFD98-1 City of Chula Vista County of San Diego State of California Boundary Map T 4-28 CFD MAINTENANCE DISTRICT NO. CFD98-2 City of Chula Vista County of San Diego State of California Boundary Map ~~~ y ~~~ I a 4-29 CFD MAINTENANCE DISTRICT NO. CFD98-3 City of Chula Vista County of San Diego State of California Boundary Map r 4-30 CFD MAINTENANCE DISTRICT NO. CFD98-3 City of Chula Vsta County of San Diego State of California Boundary Map ~~ '/'~~ ~ ~ 1 w ,~ .f :~ ~, _ :, ~' - =! ~i X111 '' 1 1 - ~ ~-- __:~ ~` 4-31 CFD MAINTENANCE DISTRICT NO. CFD99-2 City of Chula Vista County of San Diego State of California Boundary Map Y ~ ~ 2 t~~w J4~~ ~ ~~.~~ ~~` "~~`~ ss e x e° ~~'~` / ~ o c ~ u,.v~ ~`.~ `~ ~~ µ # ~i`5- l' Jy~ ~ a 7? ' ~? RY.SV~ € `~ 1 ~ ,`+~ ; ,~P ~ 1 ~P5 b"'e ~~v ~ ~x ~,~ ~ r ~ , ~ *.g. a. ~ CY >Y e , ~OA'SS~I r ~: ~ ~ ~~, ~"+ >' ~ ~tG ~ T t ~Z .t t~ g~S ~G ` ;, ~'Efi ,°'a hk7~`sN 'fit „~.' y 4 ~~"` ~ r Z .'~~"' ~`~. p -& F 9 ~ ~ \ ~ 3 ~~ - ~ ~ _ vvv ~: ~ S \ ~ ht l' \ \ 1 ~~• \ ~ ~' xY r ~a~y - p t c :~i ti r~; _ r ~~~ ; ,~.~~ ~ /'~-•~ ~ P ~ it .~ K ~~~ s 4 r.. }}yy, ~ N yT~Y f ~"~ ~T'I h.~"~.. ~ t\i~'-r ~~,s~;~~,~~ ~ ~ ~~u„ :. x.~~ tc E ,. ,t F+is~, ty~•f-~~ i w s ....:... 4 `'_-' ` ae sr.NSnvw'~a 4-32 n„co ~ w as,~~ d„~e o„ NOT TO SCALE EXHIBITS A thru U Fiscal Year 2013/2014 CFD Tables 4-33 EXHIBIT A Community Facilities District No. 97-1 (Otay Ranch Open Space Maintenance District) Special Tax Area A: Residential $0.1130/sf $0.1045/sf $0.1148/sf $0.1148/sf Non-residential $1.530.40/acre $1.4]6.12/acre $1,554.91/acre $1,554.91/acre Vacant $1;731.24/acre $0.00/acre $1,758.97/acre $1;758.97/acre Estimated Revenue Special Tax Area A: $1,157,133 Special Tax Area B: Residential $0.2647/sf $0.2560/sf $0.2689/sf $0.2689/sf Non-residential $3,398.21/acre $3,287.12/acre $3,452.64/acre $3,452.64/acre Vacant $3,842.74/acre $0.00/acre $3,904.28/acre $3,904.28/acre Estimated Revenue Special Tax Area B: I $1,870,221 CFD 97-I, finances open space maintenance for Otay Ranch SPA One Villages One and Five, and consists of two Special Tax Areas. Area A covers the entire district and includes maintenance of pazkways, medians and regional trails along Telegraph Canyon Road, Otay Lakes Road, Paseo Ranchero, La Media Road and Olympic Parkway, Telegraph and Poggi Canyon detention basins, channels, and pedestrian bridges. Area B, which excludes the McMillin development, maintains connector trails, slopes and perimeter walls or fences along major streets in the district. The Fiscal Year 2013/2014 budget for Area A is $970,393 and for Area B is $1.281,088. 4-34 ERHIBIT B Commanit~~ Facilities District No. 97-2 (Ota}% Ranch Preserve) 1 I I I Laud Use A4aximum • Dlaximum , Projected Cate>;on~ Rate I Actual Rate Rate Rate Special Taa Area A: Estimated Revenue Residential 50.017/sf $0.0022/sf ( $0.017/sf 50.017/sf I~ton-residential 5280.49/acre 537.04/acre 5284.98/acre 5284.98/acre Final Map S280.49/acre I 50.00/acre I 5284.98/acre I $284.98/acre Vacant I 5177.42/acre I 50.00/acre I 5180.26/acre I 5780.26/acre Estimated Revenue Special Tax Area A: See Area C Below Special Tax Area B: Residential $0.006/sf $0.00/sf $0.006/sf I $0.006/sf Non-residential $108.40/acre $0.00/acre $110.13/acre $110.13/acre Final Map $]08.40/acre $0.00/acre $110.13/acre 5110.li/acre Vacant $68.56/acre I 50.00/acre $69.66/acre $69.66/acre Special Tax Area C: Residential Non-residential Final Map Vacant Estimated Revenue Special Tax Area B: $0.018/sf 50.0062/sf 50.018/sf 50.018/sf S298.89/acre S298.89/acre 5100.54/acre 50.00/acre $303.68/acre 5303.68/acre $303.68/acre S303.68/acre S 192.91/acre I 50.00/acre I S 196.00/acre I 5196.00/acre Estimated Revenue Special Tax Area A, B, and C: See Area C Below 583,897 CFD 97-2 finances perpetual preserve maintenance; operation and management, biota monitoring; preserve securit}~, and preserve improvements in the Otay Ranch Preserve azea. The Fiscal Yeaz 2013/2014 budget for this district is set at 5455,500. This budget was provided by the Count}' staff which works in accordance with Cin~ staff; together kno«a as the Preserve Owner Manager (POA~. Count}' staff has included in the budget. one time costs for baseline biological surveys on estimated additional lands conveyed to the POM in FY 2013/2014. 4-35 EXHIBIT C Community Facilities District No. 97-3 (Otay Ranclz McMillin -Bond Issues) Land Use Maximum Maximum Projected Estimated Category Rate Actual Rate Rate Rate Revenue Residential $0.3920/sf $0.3400/sf $0.3920/sf $0.3920/sf Commercial $4,000/acre $3,470/acre $4,000/acre $4,000/acre Community $1,000/acre $0.00/acre $1,000/acre $1,000/acre Pu ose Facili Undeveloped $7,94/acre $0.00/acre $7,954/acre $7,954/acre Property Owner $7,954/acre $0.00/acre $7,954/acre $7,954/acre Association Pro erty Estimated Revenue: $1,031,421 CFD 97-3 vas formed for the purpose of acquiring and financing public facilities improvements, such as portions of La Media Road and East Palomaz Street, in Otay Ranch McMillin SPA One. Fiscal Year 2013/2014 administrative costs for CFD 97-3 are set at or less than $75,000 (as given in the bond indenture), and scheduled debt service on the bonds to be paid from the Fiscal Year 2013/20141evy is $813,567. 4-36 EXHIBIT D Land Use Community Facilities District No. 98-1 (Otay Project Interim Open Space Maintenance District) 1\4azimum Rate Actual Rate A4azimum Projected Estimated Rate Rate Revenue TaxablePropertq ~ $137.91/acre ~ 50.00/acre ~ 5140.11/acre ~ $0.00/acre Estimated Revenue• S0.00 Community Facilities District No. 98-2 (Otay Project McMillin Interim Open Space Maintenance District) Land Use 111azimum Rate Actual Rate 1\lazimum Projected Estimated 'Rate Rate Revenue Taxable Propem~ I 563.89/acre I $0.00/acre I 564.92/acre I 50.00/acre Estimated Revenue: S0.00 CFDs 98-1 and 98-2 were created as interim districts because the azeas of Otav Ranch included in these districts were not developed and the densiq~ of development was not vet kno~Tt at the time that these districts were established. These districts were formed to provide a guarantee for financing of a portion of the cost of maintenance of portions of the pazkways and medians along Telegraph Cannon Road; Paseo Ranchero; and Olympic Pazlc~~ay. They also include the Telegraph and Poggi Canyon detention basins and channels allocable to the properties ~~ithin these districts. Both CFD 98-1 and CFD 98-2 will remain in place until a permanent financing plan is established for the maintenance of the facilities; through the formation of new CFDs. A portion of CFD 98-1 has been absorbed by CFD 99-2 Nth other portions absorbed by CFDs 08-M, 12-M, and 13-M. The Fiscal Yeaz 2013/2014 budget for this district totals 50; therefore no special taxes ~~~11 be levied within this district in Fiscal year 2013/2014. A portion of CFD 98-2 has been taken over by maintenance district CFD '08-M ~i~th other portions of the district covered through CFD 12-M. \'one of the improvements in CFD 98-2 aze expected to be tamed over to the City in Fiscal 1'eaz 20li/2014 and therefore no special taxes will be levied wRthin this district in Fiscal Yeaz 2013/2014. 4-37 EXHIBIT E Community Facilities District No. 98-3 (Sunbow II Open Space Maintenance District No. 35) Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Residential $465.76/EDU $436.92/EDU $473.22/EDU $473.22/EDU Commercial $4,064.33/acre $3,812.69/acre $4,129.43/acre $4,129.43/acre Industrial $3;630.45/acre $3;405.67/acre $3,688.60/acre $3;688.60/acre Undeveloped $2;783.02/acre $0.00/acre $2,827.60/acre $2,827.60/acre Estimated_Revenue: $1,328,206 CFD 98-3 finances open space maintenance in the Sunbow II development. This includes maintenance of street medians, pazkways, slopes, drainage channels, and basins, and biological monitoring of native and re-vegetated open space. The Fiscal Year 2013/2014 budget for this district totals $888,842. 4-38 EJ~HIBIT F Community Facilities District No. 99-1 (Otay Ranch SPA I -Bond Issue) I I I I I I Laud Use Maximum Maximum I Projected Estimated Categon• Rate Actual Rate Rate Rate Revenue Zone A (Village 1): Residential I 50.28/sf 50.22/sf I 50.28/sf I 50.28/sf Commercial 51,600/acre 51,259.63/acre I 51;600/acre I 51.600/acre Communih_• Purpose 5400/acre 50.00/acre 5400/acre 5400/acre Facility - Estimated Revenue Special Tax Area A: See Entire District Below Zone B (Village 5): Residential S400/DU:-029/sf 5314.88NU=-0?2/sf I S400/DU=-0.29/sf ( S400/DU:-0?9/sf Commercial S3,717/acre 52;926.04/acre 53.717/acre I 53,717/acre Communit}• Purpose 5929/acre 50.00/acre I 5929/acre 5929/acre Facilin• Estimated Revenue Special Tax Area B: See Entire District Below Zone C (Village 1 West): Residential 5400/DD:-0.44/sf 5314.88/DU;0.34/sf 5400/DU+0.44/sf S400/DU'.-0.44/sf Commercial 54;266/acre 53,368.22/acre I 54.266/acre I 54.266/acre Community Purpose 51;066/acre 50.00/acre 51;066/acre $1;066/acre Facility Estimated Revenue Special Tax Area C: I See Entire District Below Entire District: Undeveloped 58;864/acre 50.00/acre I 58.864/acre 58;864/acre Propem~ Owner 58.864/acre 50.00/acre 58.864/acre 58.864/acre Association ~ - Pro em~ Estimated Revenue Special Tax Area C: I S3,8~8,93~ CFD 99-1 finances public improvements in a portion of Otay Ranch Village 1; Village 5 and Village 1 Rest. For CFD 99-1; administrative costs of 575.000 (as given in the bond indenture) and scheduled debt sen•ice on the bonds of 52.915;409 are anticipated in Fiscal Year 2013/2014. 4-39 EXHIBIT G Community Facilities District No. 99-2 (Otay Ranch SPA 1, Village 1 YVest -Open Space Maintenance) Land Use Residential Undeveloped Maximum Rate $0.4675/sf $5.764.95/acre Actual Rate $0.3029/sf $0.00/acre Maximum Rate $0.4749/sf Projected Rate $0.4749/sf $5,857.29/acre ~ $5,764.95/acre Estimated Reveuue Estimated Reveuue: ~ $1,251,765 As verified by the City's Special District Counsel, property owners within the area of CFD 98-1 not included within CFD 99-2 will only be taxed for landscaped azeas from the centerline of Olympic Pazkway south to the District boundary. CFD 99-2 has taken over the financing of that portion of costs of maintenance allocable to the property within CFD 98-1 from the centerline of Olympic parkway north to Telegraph Canyon Road. A total budget of $762,482 is for Fiscal Yeaz 2013/2014. 4-40 EXHIBIT H Community Facilities District l~To. 2000-1 (Sunbow 11 Villages 5 through 10 -Bond Issue) Land Use Category ~4azimum Rate Actual Rate A4asimum Rate Projected Rate Estimated Revenue Residential I 50.4400/sf I 50.3527/sf I 50.4400/sf I 50.4400/sf Undeveloped S7;851/acre 50.00/acre I 57,851/acre 57.851/acre Propem~Owner Association Pro em' 57.851/acre 50.00/acre 57;851/acre 57;851/acre Estimated Revenue: 5668,748 CFD 2001-1 finances various public facilities sensing the Sunbow II development alone Telegraph Can}~on Road; Medical Center Road and East Palomaz Street. For CFD 2000-1, administrative costs for Fiscal Yeaz 2013/2014 aze projected to be 536;000 (as given in the bond indenture) and scheduled debt service on the bonds is 506;674. 4-41 EXHIBIT I Community Facilities District No. 2001-1 (San Miguel Ranch -Bond Issue) I 1 t 1 Land Use Maximum Maximum , Projected Cate~orv Rate Actual Rate Rate Rate Improvement Area A: Estimated Revenue Residential $475/DU+0.34/sf $4li.06/DU+030/sf $475/DU+0.34/sf $475/DU+034/sf Commercial $5,091/acre $0.00/acre $5,091/acre $5,091/acre Undeveloped $10,376/acre $0.00/acre $10,376/acre $]0;376/acre Estimated Revenue Improvement Area A: See Entire District Below Improvement Area B: Residential $475/DU+0.82/sf $418.34/DU+0.72/sf $475/DU+0.82/sf $475/DU+0.82/sf Commercial $4;000/acre $3,522.90/acre $4,000/acre $4,000/acre Undeveloped $10,444/acre $0.00/acre $10,444/acre $10,444/acre (Zone 1) Undeveloped $4,444/acre $0.00/acre $4,444/acre $4,444/acre (Zone 2) Estimated Revenue Improvement Area B: See Entire District Below Estimated Revenue Entire District: $2,315,961 CFD 2001-1 is divided by SR-125 into two sepazate improvement areas, Improvement Area A (east of SR-125) and Improvement Area B (west of SR-125) and finances various public facilities serving the San Miguel Ranch development such as Mount Miguel Road (East/West), Proctor Valley Road (East/West), Calle La Marina, Paseo Vera Cruz, and Calle La Quinta. For CFD 2001-1 Improvement Area A, administrative costs for Fiscal Year 2013/20]4 are projected to be $75,000 (as given in the bond indenture) and scheduled debt service on the Improvement Area A bonds is $992;354. For CFD 2001-1 Improvement Area B, administrative costs for Fiscal Yeaz 2013/2014 are projected to be $75,000 (as given in the bond indenture) and scheduled debt service on the Improvement Area B bonds is $829,498. 4-42 EXHIBIT J Community Facilities District No. 2001-2 (McMillin Otay Ranch. Village 6 -Bond Issue) ~ 1 1 i Laud Use D4aximum Actual Rate Maximum Projected I Esfimated Category Rate Rate Rate Revenue Residential 5440/DU:-0.34/sf I S387.60/DU+0.29/sf 1 5440/DU+0.34/sf 1 5440/DU+034/sf Non-residential 511,365/acre I 50.00/acre 511;365/acre I 511,365/acre Undeveloped 511;365/acre I 50.00/acre 511.365/acre I 511,365/acre Estimated Revenue: I S893,021 CFD 2001-2 is located within Otav Ranch Villaee 6 and finances the backbone streets and associated improvements (i.e. grading, sev,~er, streets. landscaping, utilities, etc.), public facilities improvements and interim transportation facilities. The main facilities include Oh~tnpic Pazk~~ay. La Media Road. Birch pazkvti~ay; La Media Bridge. east Ol}7npic Pazk~~ay Bridge, and a I~Tei2hborhood Pazk. For CFD 2001-2. administration costs for Fiscal Yeaz 2013/2014 aze projected to be 575;000 (as given in the bond indenture) and scheduled debt service on the bonds is 5710,750. 4-43 EXHIBIT K Community Facilities District No. 06-I (Eastlake Woods, Vistas, and Land Swap -Bond Issue) Land Use Maximum Actual Rate Cateeorv Rate Maximum Projected Rate Rate Estimated Revenue Improvement Area A (Zone 1 -Vistas): Residential $0.5800/sf $0.5133/sf $0.5800/sf $0.5800/sf Commercial $6,000/acre $0.00/acre $6,000/acre $6,000/acre Hotel Property $6,000/acre $0.00/acre $6,000/acre $6,000/acre Undeveloped $11,037/acre $0.00/acre $11,037/acre $-11,037/acre Improvement Area A (Zone 2 -Woods): Residential $0.6700/sf $0.5930/sf $0.6700/sf $0.6700/sf Commercial $6,000/acre $0.00/acre $6,000/acre $6,000/acre Undeveloped $8,332/acre $0.00/acre $8,332/acre $8,332/acre Estimated Reveuue Improvemeut Area A (Zones 1 and 2)' $3,799,720 Improvement Area B (Zone 3 -Land Swap): Residential $0.7400/sf $0.6855/sf $0.7400/sf $0.7400/sf Commercial $6,000/acre $5;559/acre $6,000/acre $6,000/acre Undeveloped $20,563/acre $0.00/acre $20,563/acre $20,563/acre Improvement Area B (Zone 4 -Land Swap): Residential $0.7400/sf $0.6855/sf $0.7400/sf $0.7400/sf Commercial $6,000/acre $5;559/acre $6,000/acre $6,000/acre Undeveloped $6,667/acre $0.00/acre $6,667/acre $6,667/acre Estimated Revenue Improvement Area B (Zones 3 and 4) $709,749 CFD 06-I finances the acquisition or construction of, certain public facilities (i.e., grading, landscaping, streets, utilities, drainage, sewer; etc.) serving the Eastlake -Woods, Vistas, and Land Swap project, as well as selected "Traffic Enhancement" facilities within the greater eastern territories of Chula Vista. The administration costs of the District for Fiscal Year 2013/2014 are projected to be $75,000 (as given in the bond indenture) for each improvement area and scheduled debt service on the bonds is $3,395,275. 4-44 EJtHIBIT L Community Facilities District l~To. 07-I (Otay Ranch Village 11-Bond Issue) 1 1 1 1 1 1 Maximum Land Use Maximum Projected Estimated I I Densih• Actual Rate Rate Categon_• Rate Rate Revenue Residential I O to 8 ( $1,675/DU I 51,675/DU I $1,675/DU SL675/DU Residential I >8to20 51,340/DU $1,340/DU $1,340/DU I 51,340/DU Residential >20 I $1,005/DU I $1,005/DU 51,005/DU 51,005/DU Non-residential N/A $6,000/acre I $6;000/acre $6.000/acre $6.000/acre ZoneA-Approved .~ $13 9»/acre $179.92/acre 513 955/acre -Sli 955/acre , Pro em• ; , ZoneB-Approved -'~ $24 218/acre $312.25/acre 524 218/acre $24 218/acre , Pro erty , ; Zone A - - Undeveloped $139»/acre $0.00/acre $13;9»/acre $li;955/acre Pro em' Zone B - Undeveloped - 524,218/acre $0.00/acre 524.218/acre $24;218/acre Pro e Zone A - Provisional $13.955/acre $0.00/acre $13.955/acre $li.955/acre Undevelo ed Zone B - Provisional 524_.218/acre 50.00/acre 524.218/acre $24_.218/acre Undevelo ed Estimated Re}'enue: $3,069,233 CFD 07-I finances the acquisition or construction of certain public facilities (i.e,. grading; landscaping, streets, utilities, drainage, sewer, etc.) serving Brookfield Shea Otay project, as well as selected "Traffic Enhancement' facilities within the greater eastern temtories of Chula Vista. The Brookfield Shea Otay project is bounded on the south and east by Hunte Pazkv<•ay, a curvins arterial from south to northeast. Olympic Pazlcw•av forms the northern edge and to the west is the extension of Eastlake Pazkwav. The administration costs for Fiscal Yeaz 2013/2014 aze projected to be 575,000 (as given in the bond indenture) and scheduled debt service on the bonds is $2;697;730. 4-45 EXHIBIT M Community Facilities District No. 07-M (Eastlake III -Woods, Vistas, and Land Swap -Open Space Maintenance) I I I I I I Land Use Maximum , Maximum , Projected Estimated Cateeorv Rate Actual Rate Rate Rate Revenue Improvement Area 1: Residential $0.1428/sf $0.1428/sf $0.1451/sf $0.1451/sf Multi-family $0.1428/sf $0.1428/sf $0.1451/sf $0.1451/sf Non-residential $1;847.64/acre $1,847.64/acre $1,877.23/acre $1,877.23/acre Final Map $1;847.64/acre $1,175.22/acre $1,877.23/acre $1,877.23/acre Other taxable $1,847.64/acre $0.00/acre $1,877.23/acre $1,877.23/acre ProperryAssoc. Pro em' 81,847.64/acre $0.00/acre $1,877.23/acre $1,877.23/acre Estimated Reveuue Area 1: $867,636 Improvement Area 2: Residential $0.092/sf $0.088/sf $0.094/sf $0.094/sf Multi-family $0.092/sf $0.088/sf $0.094/sf $0.094/sf Non-residential $511.70/acre $489.7]/acre $519.90/acre $519.90/acre Final Map $1;395.68/acre $0.00/acre $1,418.03/acre $1,418.03/acre Other taxable $],395.68/acre $0.00/acre $1,418.03/acre $1,418.03/acre Property Assoc. Pro e $1,395.68/acre $0.00/acre $1,418.03/acre $1,418.03/acre Estimated Reveuue Area 2: ~ $122,875 CFD 07-M provides the necessary funding for the perpetual operation and maintenance of slopes, medians, pazkways and storm water treatment facilities associated with Eastlake III - Woods, Vistas; and Land Swap Parcel (south parcel only) and Annexation No. 1. The budgets for Fiscal Year 2013/2014 are $458,748 for Improvement Area I and $113,422 for Improvement Area 2. 4-46 EXHIBIT N Community Facilities District 1\to. 08-M (McMillin Otay Ranch and Otay Ranch Village 6 -Open Space Maintena~zce) I I I I I 1 Laud Use Maximum Maximum Projected I Estimated Category Rate Actual Rate Rate Rate Revenue Improvement Area 1: Residential 50.463/sf I 50.420/sf I 50.470/sf 50.470/sf Multi-family 50.341/sf I 50310/sf I S0.346/sf ( 50346/sf Non-residential 52,895.43/acre I 50.00/acre 52,941.81/acre I S2,941.81/acre Final D4ap S 1,681.86/acre I 50.00/acre I 57;804.90/acre I 57.804.90/acre Other taxable- 57,681.86/acre I 50.00/acre I 57;804.90/acre I 57;804.90/acre Residential Other taxable- Multi-famih~ 57;151.29/acre 50.00/acre ( 57;265.83/acre 57.265.83/acre Other taxable- Non-residential 52.895.43/acre 150.00/acre 52.941.81/acre 52;941.81/acre Property Association Pro em' 57 681.86/acre 50.00/acre 57.804.90/acre 57.804.90/acre Estimated Revenue Area 1: ~ 5772,736 Improvement Area 2: Residential 50.238/sf I 50.235/sf I 50.241/sf J 50.241/sf Multi-family S0.238/sf I x0.235/sf ( 50.241/sf I 50.241/sf Non-residential 54,931.17/acre 50.00/acre I 55,010.16/acre 53,U10.16/acre Final A4ap 54,931.17/acre I 5487.59/acre I 55;010.16/acre S5,010.16/acre Other taxable 54,931.17/acre 5487.59/acre I 55;010.16/acre 55.010.]6/acre Propem• Association Propem 54.931.17/acre I 5487.59/acre 55.010.16/acre I 53,010.16/acre Estimated Revenue Area 2: ~ 5711,473 CFD 08-M finances the perpetual operation and maintenance of slopes, medians; parkways; trails; perimeter walls, perimeter fencing and storm water treatment facilities associated with Village 6; McMillin Otay Ranch and Otay Ranch Company. The budgets for Fiscal Yeaz 20li/2014 are $317;252 for Improvement Area 1 and 5393;966 for Improvement Area 2. 4-47 EXHIBIT O Community Facilities District No. 08-I (Otay Ranch Village Six -Bond Issue) ~ ~ ~ ~ ~ 1, Land Use Maximum Maximum Projected Estimated Actual Rate Category Rate Rate Rate Revenue Residential $800/DU+0.35/sf $708/DU+0.31/sf $800/DU+0.35/sf $800/DU+0.35/sf Non-residential $6,000/acre $0.00/acre $6,000/acre $6,000/acre ZoneA- $16 858/acre $0.00/acre $16,858/acre $16,858/acre Undevelo ed , Zone B - $26 445/acre $0.00/acre $26,445/acre $26,445/acre Undevelo ed ; Zone A - - - Provisional $16,858/acre $0.00/acre $16,858/acre $16,858/acre Undevelo ed Zone B - Provisional $26,445/acre $0.00/acre $26,445/acre $26,445/acre Undevelo ed Estimated Revenue: $1,904,630 CFD 08-I finances the construction of backbone streets and associated improvements (i.e. grading, sewer, streets, landscaping, utilities, etc.), public facilities, DIF improvements and Traffic Enhancement Facilities within Otay Ranch Village Six. This district is divided into Zones A and B. The administrative costs for Fiscal Year 2013/2014 aze projected to be $75.000 (as given in the bond indenture) and scheduled debt service on the bonds is $1,541,777. 4-48 E?t;HIBIT P Community Facilities District 1\ro. 09-M (Otay Ranch Village 11- Broo>~eld Shea) Land Use Developed: Maximum Maximum Projected Estimated Densih~ Rate Actual Rate Rate Rate Revenue Residential I O to 8 I 5601.10/DU I 5469.47/DU 5610.T/DU S610.T/DU Residential I >8 to 20 I 5480.88/DU I 5375.57/DU 5488.58/DU I 548858/DU Residential >20 I 5360.65/DU 5281.67/DU 5366.43/DU _ S366.43/DU I~~on- TyA 52 308.25/acre 802.79acre 51 52 345.22/acre 52 345.22/acre residential , , ; , Undeveloped: Approved $2 308.25/acre $0.00/acre 52.345.22/acre $2.345.22/acre , Pro em' Undeveloped $2308.25/acre $0.00/acre $2,345.22/acre $2.345.22/acre Pro em Taxable Propem Owner $2.308.25/acre $0.00/acre $2345.22/acre $2.345.22/acre Association Pro em' Estimated Revenue: 51,043,914 CFD 09-M finances the perpetual operation and maintenance of slopes, medians, pazk~~a}'s, trails; perimeter Nulls; perimeter fencing and storm water treatment facilities associated with Village 11; Brookfield Shea Ota}~. The Fiscal Yeaz 20li/2014 budget is estimated to be 5948;052. 4-49 EXHIBIT Q Community Facilities District No. 11-M (Rolling Hills Ranch McMillin -Open Space Maintenance) Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Residential $391.81/DU $272.31/DU $398.09/DU $398.09/DU Non-residential $798.58/acre $555.02/acre $811.37/acre $81].37/acre Final Map $798.58/acre $0.00/acre $811.37/acre $811.37/acre Other taxable $798.58/acre $0.00/acre $811.37/acre $811.37/acre Property Assoc. Pro e $798.58/acre $0.00/acre $811.37/acre $8] 1.37/acre Estimated Revenue: $172,179 CFD 11-M finances the perpetual operation, monitoring and maintenance of Multiple Species Conservation Program (MSCP) lots, Tarplant Preserve lots, Johnson Canyon Tarplant Preserve and storm water treatment facilities associated with Rolling Hills Ranch, Sub Area III. The Fiscal Year 2013/2014 budget is estimated to be $121,569. 4-50 EXHIBIT R Community Facilities District No. 12-M (McMillin Otay Rmzch and Otay Ranch Village Seven -Open Space Maintenance) I 1 1 1 1 I Maximum Maximum Projected Estimated Land Use Category Rate Actual Rate Rate Rate Revenue Developed: Improvement Area 1 - I $0.450/sf $0.460/sf 50.45 i/sf $0 457/sf Residential . Improvement Area 1 - $g_g61.92/acre $8 861.92/acre $9 003.86/acre $9 003.86/acre Non-residential ; , ; Improvement Area 2 - I $0.615/sf $0.463/sf I $0.625/sf 626/sf 50 Residential . Improvement Area 2 - 918.34/acre 59 $0.00/acre 510 077.21/acre $10 077.21/acre Non-residential , , , Undeveloped: Improvemem Area 1 - I Sg.g61.92/acre 7,397.63/acre 003.86/acre $9 $9 003 86/acre Fina] Ma , . . Improvement Area 1 - I S8 861.92/acre 50.00/acre $9 003.86/acre $9 003.86/acre Other Taxable Pro e , , , Improvement Area 1 - Taxable Propem~ Owner $8,861.92/acre $0.00/acre $9;003.86/acre $9.003.86/acre Assoc. Pro em' Improvement Area 2 - I $9,918.34/acre $0.00/acre $10,077.21/acre 510,077.21/acre Final Map ImprovementArea2- I $9 918.34/acre I $0.00/acre $10 077.21/acre $10 077.21/acre Other Taxable Property ; , ; Improvement Area 2 - TaxablePropertyOwner $9;91834/acre $0.00/acre $10;077.21/acre I $10,077.21/acre Association Property Estimated Revenue: I S1,411,419 CFD 12-M provides the finances for the perpetual operation and maintenance of landscaping and storm water quality improvements associated with McMillin Otay Ranch and Otay Ranch Village 7. Improvement Area ]generally lies south of Birch Road, east of Magdalena Avenue; and west of SR-12~. Improvement Area 2 is generally located east of La Media Road; south of Birch Road; and west of Matdalena Avenue. The budgets for Fiscal Yeaz 20li/2014 are 5470,206 for Improvement Area I~'o. 1 and 5464;344 for Improvement Area \'o. 2. 4-51 EXHIBIT S Community Facilities District No. 12-I (McMillin Otay Ranch Village Seven -Bond Issue) I I I I I 1 Land Use Maximum Maximum Projected Estimated Category Rate Actual Rate Rate Rate Revenue Residential 5890/DU+0.79/sf 5890/DU+0.79/sf 5890/DU+0.79/sf 8890/DU+0.79/sf Non-residential $6;000/acre $6;000/acre $6,000/acre $6,000/acre ZoneA- $24 383/acre $13,647/acre $24,383/acre $24,383/acre Undevelo ed , ZoneB- $41 621/acre $23.294/acre $41,621/acre $41,621/acre Undevelo ed , - ZoneA- $24,383/acre $0.00/acre $24,383/acre $24;383/acre Contin ent Taxable ZoneB- $41 621/acre $0.00/acre $41,621/acre $41,621/acre Contin ent Taxable , Estimated Revenue: $1,660,414 CFD 12-I finances the construction of backbone streets and associated improvements (i.e., grading, sewer; streets, landscaping, utilities, etc.), public facilities, and DIF improvements within McMillin's portion of Otay Ranch Village Seven. This district is divided into Zone A and Zone B. The administrative costs for Fiscal Year 2013/2014 are projected to be $75,000 (as given in the bond indenture) and scheduled debt service on the bonds is $1,274,150. 4-52 EXHIBIT T Community Facilities District No. 13-M (Otay Ranch Village Two) Land Use Category I 11laximum Rate Actual Rate Residential I 50566/sf 50366/sf A'on-residential 159.311.15/acre 56;125.87/acre Final D4ap I S9,311.16/acre I 50.00/acre Other taxable 59.311.16/acre 50.00/acre Dlasimum Rate 50.679/sf 59.683.59/acre 59;683.69/acre 59.683 59/acre Projected Rate SOS79/sf S9;683.69/acre 59,683.69/acre 59.683 S9/acre Estimated Revenue Owner Association ~ 59,311.15/acre ~ 50.00/acre ~ 59,683.69/acre ~ 59,683.69/acre Estimated Revenue: ~ 56,385,135 CFD 13-M provides the necessary funding for the perpetual operation and maintenance of public landscaping, storm water quality, walls; fencing; trails; pedestrian bridges; and lighting improvements for Otay Ranch Village Two. Otay Ranch Village Two lies south of Olympic Pazlcv<~ay, west of La Media Road. and west of the Landfill Site. The budget for Fiscal Yeaz 2013/2014 is $170,861. 4-53 EXHIBIT U Community Facilities District No. 13-I (Otay Ranch Village Seven) 1 1 1 1 1 1 Land Use Maximum Actual Rate Maximum Projected Rate Estimated Category Rate Rate Revenue Residential $2,750/DU+0.45/sf $2,750/DU+0.45/sf $2,750/DU+0.45/sf $2,750/DU+0.45/sf Non- $6,000/acre $6,000/acre $6,000/acre $6,000/acre residential ZoneA- $59 505/acre $7,162.95/acre $59,505/acre $59;505/acre Undevelo ed ; ZoneB- $37,818/acre $4,552.36/acre $37,818/acre $37,818/acre Undevelo ed Zone A - Contingent $59,505/acre $0.00/acre $59,505/acre $59,505/acre Taxable Zone B - Contingent $37,818/acre $0.00/acre $37,818/acre $37,818/acre Taxable Estimated Revenue: ~ $939,387 CFD 13-I finances the construction of backbone streets and associated improvements (i.e., grading, sewer, streets; landscaping, utilities, etc), public facilities, and DIF improvements within Otay Ranch Village Seven. This district is divided into Zone A and Zone B. The administrative costs for Fiscal Year 2013/2014 are projected to be $75,000 (as given in the bond indenture) and scheduled debt service on the bonds is $74.0,905. 4-54 RESOLUTION N0. 20li - RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE LEVY OF MAXINIUT4 SPECIAL T.A,l'ES FOR FISCAL YEAR 20li/2014 \\'ITHI\' COM~4iJ\TITY FACILITIES DISTRICTS 97-1. 97-2_. 97-3_. 98-1. 98-2. 98-3. 99-1. 99-2. 2000-1. 2001-1. 2001-2. 06-I. 07-I. 07-M. 08-I. 08-\T. 09-M. 11-?~4. 12-I. 12-M. 13-I AND 13-M: AND DELEGATII~TG TO THE CITI' A4ANAGER. OR DESIGNEE. THE AUTHORITY TO PREPARE .AND SUBMIT .A CERTIFIED LIST OF ALL PARCELS SUBJECT TO THE SPECIAL T.AX. INCLUDING THE AMOLITT OF THE T.AX. TO THE COUNTY AUDITOR WHEREAS; the following Community Facilities Districts (CFD)s-have been previousl~° established in accordance with the "The Mello-Roos Community Facilities Act of 1982" ("The Acr`): 97-1. 97-2; 97-3. 98-1; 98-2; 98-3. 99-1; 99-2, 2000-1, 2001-1, 200]-2; O6-I; 07-I, 07-~4; 08-I, 08-M; 09-M; ] 1-~•L 12-L 12-ilf; li-I and li-\4; and \\'I-IEREAS, pursuant to The Act: each yeaz following the establishment of a Communit. Facilities District. the City Council may provide; by resolution; for the levy of the special tax at the same rate ("Maximum Special Tax Rate') as provided by_ the ordinance adopted; which established the respective CFD; or at a lower rate: and WHEREAS; the Maximum Special Tax Rate(s) for Community Facilities Districts 97-1. 97-2; 97-3, 98-1, 98-2; 98-3; 99-L 99-2, 2000-1; 2001-I, 2001-2, 06-I; 07-I; 07-i\4; 08-I; 08-A•f, 09-M. 1l-M. 12-I. 12-M, li-I and L3-b4 that are authorized to be levied for Fiscal Year 20li/2014 are set forth in Exhibits A through U to the staff report submitted. to the City Council in support of this resolution; copies of which are on file in the Office of the Cin• Clerk and are incorporated in this resolution by this reference; as if set forth in full; and 1kTHEREAS; once the City Council provides for the levy of the special tax by resolution. the amount of the special tax levy is calculated and applied based on the previoush•-approved budget for the respective CFD and the approved method of allocation; and WHEREAS; section 53340 of The Act permits the City Council to authorize the clerk or other official to file. with the County Auditor;-a certified list of all parcels subject to the le«. including the amount of tax to be levied on each parcel for the applicable tax year; and WHEREAS. the certified list must be filed on or before August 10 of that tax near. 1aAnomev\FINAL RESOS A\D ORDINA\CES\2013\07 23 13\KESO-PN-Reso F}'131q CFD Levy-JDS\7 Rev.doc 7/1612013 8:12 Ai\1 4-55 Resolution No. Page 2 NOW, THEREFORE; BE IT RESOLVED that the City Council of the City of Chula Vista acting as the legislative body of Community Facilities Districts 97-1, 97-2, 97-3; 98-L 98- 2, 98-3, 99-1, 99-2, 2000-1, 2001-]; 2001-2; 06-I; 07-I; 07-M, 08-I, 08-M, 09-M, 11-M, 12-I, 12- M, 13-I and 13-M respectively, does hereby: SECTION 1. Establish the Maximum Special Tax Rates that may be levied for Fiscal Year 2013/2014 in Community Facilities Districts 97-1, 97-2, 97-3, 98-1, 98-2, 98-3; 99-I, 99-2; 2000-1, 2001-1, 200]-2, 06-L 07-I, 07-M, 08-I, 08-M, 09-M, 11-M, 12-I; 12-M, 13-I and 13-M as the rates set Forth in Exhibits A through U to the staff report submitted to the City Council in support of this resolution; in the form presented; as may have been modified by the Counci] prior to its approval, copies of which shall be kept on file in the Office of the City Clerk (`Exhibits A through U"). SECTION ~2. In accordance with California Government Code section 53340, delegate the authority to and designate the City Manager, or his designee, as the official to prepare and submit a certified list of all parcels subject to the levy of the Special Tax, including the amount of the Special Tax to be levied on each parcel for Fiscal Year 2013/2014, which Special Tax shall be based upon the budget for each such community Facilities district as previously approved by this City Council and which shall not exceed the applicable Maximum Special Tax set forth in Exhibits A through U; and to file such list with the auditor of the County of San Diego on or before August 10, 2013 or such other later date with the prior written consent of such auditor. Presented by Richard A. Hopkins Director of Public \4'orks 1:\Attomey\FINAL RESOS AND ORDINANCES\2013\07 23 I3\RESO-PW-Rcso FY1314 CPD Levy-JDSM Rev.doc 7/16/2013 8:12 AM 4-56 A nnrnvPlt ac to Fnrm by