HomeMy WebLinkAboutReso 1995-17873 NOT APPROVED
RESOLUTION NO. 17873
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA ADOPTING CHANGES TO COUNCIL POLICY NO. 505-02
ON ASSESSMENT DISTRICT PROCEEDINGS TO INCLUDE AN
INCREASE IN THE ORIGINAL CHARGE AND OTHER MINOR
CHANGES
WHEREAS, in October, 1990, the City Council established an origination charge of one
percent (1%) for use of developer initiated assessment district financing; and,
WHEREAS, as part of the overall revenue plan for the City, a public hearing has been
set for April 18, 1995 to consider increasing the origination charge applicable for use of
assessment district financing; and,
WHEREAS, in as much as staff is working on a proposal for use of this type of
financing for one of the City's developers in the near future, it is appropriate to consider the
origination charge at this time; and,
WHEREAS, staff is also recommending other changes to the policy on assessment
district financing.
NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Chula Vista does
hereby adopt changes to Council Policy No. 505-02 on assessment district proceedings to
include an increase in the origination charge and other minor changes, attached hereto and
incorporated herein by reference as if set forth in full.
Presented by Approved as to fO'~rn by
John P. Lippitt Bru~ceM.//2( ~~
Boogaa d
Director of Public Works City Attorney
Resolution No. 17873
Page 2
CITY OF CttULA VISTA
SUBJECT: EARLY LIENING ASSESSMENT PROCEDURE POLICY EFFECTIVE
AND ORIGINATION CHARGE POLICY NUMBER DATE PAGE
505-02 04-25-95 1 OF 4
ADOPTED BY: Resolution No. 17873 I DATED: 04-25-95
BACKGROUND
The City Council adopted Ordinance No. 2397 CChula Vista Version of the 1913 Act") which modified the
State version of the 1913 Act to permit the City to lien assessments against subject property prior to the
completion of the infrastructure improvements ("Early Liening Procedure").
On October 9, 1990, the City Council, at a public hearing, authorized the imposition of a 1% Origination
Charge imposed on all assessment district proceedings in which the City engages. On April 25, 1995, the City
Council, at a public hearing authorized an increase to the Origination Charge.
PURPOSE
It is necessary to establish a policy to guide staff in implementing said Ordinance No. 2397, and the use of the
Early Liening Procedure permitted therein.
It is necessary to establish a policy to guide staff in imposing said Origination Charge recognizing that the
origination charge is an acknowledgment of the City allowing the use of its bonding capability.
POLICY
RE: Use of Chula Vista Version of the 1913 Act.
1. Assessment districts financing should only be used to fmance the cost of "backbone" infrastructure.
"Backbone" infrastructure, shall, for the purposes of this policy, mean infrastructure improvements that
are of a general, overall benefit to the entire properties which are, or will be, the subject matter of the
entire district. By way of example, such items shah include:
A. Arterial and collector streets
B. Transmission-type utility facilities
It shah not include local property access roads within residential subdivisions, and shah not include
distribution utility radiities such as water and sewer laterals and local distribution mains.
2. Deposit to cover estimate of staff costs.
In any developer-initiated assessment district proceeding, the developer shah deposit with the City a
sum of money ("Processing Deposit") which the Director of Public Works shall reasonably determine
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Resolution No. 17873
Page 3
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: EARLY LIENING ASSESSMENT PROCEDURE POLICY EFFECTIVE
AND ORIGINATION CHARGE POLICY NUMBER DATE PAGE
505-02 04-25-95 2 OF 4
ADOFrED BY: Resolution No. 17873 I DATED: 04-25-95
represents the approximate cost to which the City will be put, including all staff time, out-of-pocket
expenses, overhead, consultant expenses, in processing the developer's application for special assessment
district fmancing.
RE: Use of the Early Lieninn Procedure.
1. When Early Liening Procedure is to be Used.
Special Assessment District financing shah permit the use of the Early Liening Procedure in those cases
where the backbone infrastructure would not otherwise be completed without such procedure prior to
the time that the houses will be initially marketed. The purpose of this policy is to give full disclosure
of all financing costs to the initial home-buyer prior to purchase of the property.
2. Contingency Permitted to be Financed.
Since the assessments to benefitted land would be levied prior to the completion of construction, a
contingency amount, not to exceed ten percent (10%) of the estimated costs of the unconstructed
improvements may be allowed to be financed and made a part of the assessed amount.
3. Developer Agreement to Absorb Excess Costs.
The developer must enter into an agreement which provides that, if the costs of the subject
infrastructure improvements exceed the amount of the financing made available by the sale of bonds
(including such contingency as may be permitted by this Policy), the Developer shah be responsible for,
and shaH, absorb the excess costs.
4. Assessments to be Adjusted to Reflect Cost Savings.
If the final project costs are less than the estimated cost plus contingency, the assessments shah be
adjusted downward. The costs associated with adjusting assessments shah be borne by the Developer,
and he shall enter into an agreement to this effect.
5. Payment for Improvements.
Regardless of the use of the Early Liening Procedure, payment for from bond proceeds improvements
under an Acquisition and Financing Agreement shah not be made until all improvements for a particular
project, as determined by the Director of Public Works, are completed and accepted by the City, and the
assessment engineer has certified the final cost thereof.
Resolution No. 17873
Page 4
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: EARLY LIENING ASSESSMENT PROCEDURE POLICY EFFECTIVE
AND ORIGINATION CHARGE POLICY NUMBER DATE PAGE
505-02 04-25-95 3 OF 4
ADOPTED BY: Resolution No. 17873 ] DATED: 04-25-95
A project shall be deemed as all improvements within a particular street or easement including street
improvements, sewer, drainage, and utihties. If more than one project is being financed by one disuict,
as deemed and approved by the Director of Public Works, then partial release of funds can occur, as
each project is completed. Any deviation of project definition shah be approved by the Director of
Public Works. For example, payment for a sewer in a future road right-of-way, which road is not
financed by the subject district, would probably be approved by the Director.
RE: Imposition of Origination Char~es.
1. The Originalion Charge imposed by Resolution No. 15897 as modified by Resolution Nos. 16367 and
17873 shah be charged when special assessment districts are formed at the request of private
Developers. The Charge shah be as follows:
INITIAL C. APrrAL
CItARGE TYPE OF DISTRICT OIIFIdlY I~IMBURSFJ~IF.J~F BCItF~DIILR
1% of estimated Acquisition By Developer. Single payment from bond proceeds to
bond sale Assessments to be developer upon completion of all
paid in fall prior to improvements in the district; or multiple
final map approval of payments (4 max,) from bond proceeds
final lot configuration to developer based upon completion of
pursuant to a develop- each phase of the improvements in the
ment agreement or final district such as all facaities within
map condition, a particular street.
1-1/29/6 of estimated Acquisition By Developer. Bond Single payment from bond proceeds to
payoff over normal developer upon completion of all
20-25 year period improvements to the district.
through annual tax
collection.
2~6 of estimated Acquisition By Developer. Bond Multiple !xtyments (4 max.) from bond
bond sale payoff over normal proceeds to developer based upon
20-25 year period completion of each phase of the
through annual tax district such as all facilities
collection. within a particular street.
3% of estimated Construction By City through bond No payment is made to developer
bond sale proceeds. as construction funds are initially
provided by the City through
sale of bonds.
Said Origination Charge shall be based on the estimated bond sale amount outlined in the Find Engineer's
Report presented and approved at the time of the public hearing.
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Resolution No. 17873
Page 5
COUNCIL POLICY
¢,;l'lY OF CHULA VISTA
SUBJECT: EARLY LIENING ASSESSMENT PROCEDURE POLICY EFFECTIVE
AND OPdGINATION CHARGE POLICY NUMBER DATE PAGE
505-02 04-25-95 4 OF 4
ADOPTED BY: Resolution No. 17873 I DATED: 04-25-95
2. Said Origination Charge shah be paid not later than the date set for the award for sale of bonds. If the
special district is not formed and bonds are not sold through no fault of the developer/applicant, that
portion of the Origination Charge and Processing Deposit beyond unreimbursed costs to the City
incurred in connection with the proceedings shah be returned.
3. The Origination Charge shah not be financed out of the proceeds of any assessment district bonds
subsequently issued for the public facilities. The charge paid to the City shah not be included in the
assessment district costs except as specified in Paragraph 2 of the Use of Early Liening Procedure section
of this policy.
4. The proceeds from all Origination Charges shall be deposited into the General Fund of the City.
ORIGINAL RESOLUTION ADOPTING THIS POLICY WAS: 15897 APPROVED 10-09-90.
.~ '- AMENDMENT TO ORIGINAL RESOLUTION: 16367 APPROVED 10-08-91.
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Resolution No. 17873
Page 6
NOT PASSED, APPROVED and ADOPTED by the City Council of the City of Chula Vista,
California, this 25th day of April, 1995, by the following vote:
YES: Councilmembers: Moot, Padilia, Rindone, Horton
NOES: Councilmembers: None
ABSENT: Councilmembers: None
ABSTAIN: Councilmembers: None
Shirley Horton, Mayor
ATTEST:
Beverly A. Authelet, City Clerk