HomeMy WebLinkAboutReso 2016-020 RESOLUTION?�'O. 2016-020
RESOLUTTOI�' OF THE CITl' COlJ\'GIL OF THE CITI' OF
CHiTLA VISTA DECLAWI�'G I7S I?�TTE?�TTIOI�T TO AUTHORIZE
THE A?�'NE,l'ATION IN THE FUTURE OF A CERTAIN
TERRITORY TO COMh4LTiIT1'FACILIITES DISTRICT 1�'O. 17-I
(�'ESTERI`' CHULA�'ISTA DIF FL�ANCIIvG PROGRAI�4).A\iD
SETTIi�'G THE PUBLIC HEARING TO CONSIDER SUCH
A?��'E\AT101�'
�1'HEREAS, the Cih-Council of the Cin�of Chula Vista,Califomia(`Cin�Council").desires
to initiate proceedines to authorize the anneaation in the future of cenain territorv to Communih�
Facilities District No. 17-1 (Westem Chula Vista DIF Financine Proeram)(the"District")pursuant to
the terms and provisions of the"Mello-Roos Community Facilities Act of 1982",beine Chapter 2.�;
Part 1,Di��ision 2; Title� ofthe Govemment Code ofthe State ofCalifornia(the".Acr`)and the Cin�
of Chula Vista Community Facilities District Ordinance enacted pursuant to the po���ers resen�ed by
the Cirv of Chula Vista under Sections 3. � and 7 of Article XI of the Constimtion of the State of
Califomia (the "Ordinance ') (the Act and the Ordinance ma}� be referred to collectivel�� as the
"Communih� Facilities District Lati�'); and
WHEREAS, it is determined to be �iithin the public interest and con��enience to establish a
procedure to allo��� and provide for future annesations to the District and funher to specifi� the
amount of special tax that N�ould be levied and set forth the terms and conditions for certification of
anv annesation in the future: and
�1'HEREAS, the territom proposed to be authorized to be annexed in the future shall be
I:no��n and desienated as Future Annesation Area, Community Facilities District No. 17-I(�'estem
Chula Vista DIF Financins Program) (the `Future ,�mexation Area"), and a map designated as
`Future Annezation Area, Communitv Facilities District I�'o. No. 17-I (Westem Chula Vista DIF
Financine Proeram), City of Chula Vista, Counm of San Dieeo, State of California - (the "Future
Annexation Area Boundan�Map")sho���ina the temtory proposed to be authorized to be annexed in
the future has been pre��iousl��submitted and approved and a copy thereof shall be kept on file ��ith
the transcript of these proceedings.
\'OV�'. THEREFORE. I7� IS HEREBY RESOLVED b��the Cin�of Chula Vista. that:
SECTION l. Recitals. The abo��e recitals aze all true and correct.
SECTION 2. Authorization. These proceedines for future anne�ations are authorized and
initiated b}�this le�islative bodv pursuant to the authorization of the Communit�- Facilities District
La��� and specificallv Section �3339.2 of the Gocemment Code of the State of California.
SECTIOI�' 3. Public Convenience and I�ecessit��. This Cit��Council herebv determines that
the public com�enience and necessit� requires a procedure to allo��� and authorize territory to be
annexed in the fuwre to the District in order to finance the pa��ment of the DIF Obligations(defined
belo�v) for the territorv that is annezed to the District.
Resolution No. 2016-020
Page No. 2
SECTION 4. Boundaries of the District and the Future Annexation Area. A general
description of the territory included in the District is hereinafrer described as follows:
All that propem�and temtory as previously included within District;
as said property was shown on a map as approved by this Ciry
Council designated as "Proposed Boundary Map of Community
Facilities District No. 17-I (Western Chula Vista DIF Financing
Program), City of Chula Vista, County of San Diego, State of
Califomia,�' a copy of which is on file in the Office of the City Clerk
and shall remain open for public inspection.
A description of the boundaries and territory proposed to be authorized to be annexed in the
future includes all that property and territory shown on the Future Annexation Area Boundary Map,a
copy of which is on file in the Office ofthe City Clerk and shall remain open for public inspection.
Future annexation proceedings may only be completed with the unanimous consent of the
owner or owners of any parcel proposed for annexation.
SECTION �. Name of the District and Future Annexation Area. The name ofthe District is
Community Facilities District No. 17-I (Western Chula Vista DIF Financing Program)of the Ciry of
Chula V ista, and the designation for the Future Annexation Area shall be Future Annexation Area,
Community Facilities District No. 17-I (Westem Chula Vista DIF Financing Program).
SECTION 6. Description of the Development Impact Fee Oblieations and the Related
Facilities. It is the intention of this CiN Council to finance the payment of the development impact
fees imposed by the City in connection with the approval of a development project on property
located in the District or on property annexed to the District in the future. Such fees may include:
(i) the Public Facilities Development lmpact Fee pursuant to Chula Vista Municipal Code
("CVMC")section 3.50; et seq. (`PFDIF");(ii)the Western Transportation Development Impact Fee
pursuant to CVMC section 355, et seq. ("TDIF"); and (iii) the Park Development Fee pursuant to
CVMC section 17.10, et seq. ("PAD" and together with the PFDIF and TDIF, the "DIFs�' and the
obligation to pay the DIFs, the "DIF Obligation").
The proceeds of the payment of the DIF Obligations will pay for facilities which this
legislative body is authorized by law to contribute revenue to or to construct, own, or operate (the
"DIF Facilities�`). It is hereby further determined that fhe DIF Facilities are necessary to meet
increased demands and needs placed upon the City as a result of development within the District or
any territory annexed to the District in the future.
The cost of the payment of DIF Obligations includes certain Incidental Expenses as such term
is defined in Government Code Section 53317(e) and may include, but not be limited to, all costs
associated with the establishment of the District the costs of collecting any special taaes; and costs
otherwise incurred in order to carry out the autl�orized purposes of the District.
Resolution No. 2016-020
Pa�e No. 3
SECTION 7. Soecia] Ta�es. It is hereb� funher proposed that. except ���here funds aze
otherH�ise a��ailable; a special taa sufficient to finance the pa�ment of the DIF Obligations (the
"Special Tat")for the temton�of the Future Annexation Area upon the annexation of such temton�
to the District and related Incidental Expenses authorized b��the .Act, secured b�� recordation of a
continuine lien against all non-e�empt territon in the Future .Annexation .Area that anne�es to the
District; will be le��ied annuallv���ithin the boundaries of such territon�upon the annexation thereof
to the District. For further particulars as to the rates and method of apportionment of the proposed
Special Tax (the "Rate and Method of Apponionmenr`). reference is made to the attached and
incorporated Eshibit A, ���hich sets forth in sufficient detail the rates and method of apportionment of
the Special Tax to allo�v each lando���ner or resident N�ithin the temton� in the proposed Future
Annesation Area to clearlv estimate the masimum amount of the Special Ta�that such person���ill
have to pay upon the annexation of such territorv to the District. The Special Tax for any parcel ma��
be prepaid and permanentiv satisfied in ��-hole or in part pursuant to the provisions of the Rate and
Method of Apportionment.
\'on��ithstandino the fore_oing_ if the actual cost of the DIF Oblieation applicable to anv
parcel within the proposed Future Annexation Area is higher or lo�ver than the cost of the DIF
Obligation applicable to the parcels��ithin the e�istina District. a higher or lo���er Special Taz ma}�
be le��ied on such parcel ��-ithin the proposed Future Anne�ation Area subject to the unanimous
approval and election of the o�ti�ner or onmers of such parcel. In an��such circumstance.the Rate and
Method of Apportionment ma}�be re�ised to reflect the hivher or lo�ver Special Ta�, as applicable.
Under no circumstances���ill the Special tax le��ied in am�fiscal year aeainst an}�residential
parcel be increased as a consequence of delinquency or default b}�the o�ti�ner or o�vners of an}�other
parcel or parcels �vithin the District bv more than 10 percent (10%) abo��e the amount that ��-ould
ha��e been levied in that fiscal ��ear had there ne�er been any such delinquencies or defaults. A parcel
shall be considered "used for private residential purposes" not later than the date on w�hich an
occupanc}� permit or the equivalent for private residential use is issued for such parcel.
The Special Ta� herein proposed, to the extent possible, shall be collected in the same
manner as ad valorem propem� ta�es or in such other manner as this Cit�� Council or its desienee
shall determine, including, ���ithout limitation, direct billing of the affected propem� o�vners�and
shall be subject ro the same penalties, procedure, sale and lien prioriro in am�case of delinquency as
applicable for ad ��alorem ta�es. Am� Special Ta� that may not be collected on the Counh�tas roll
shall be collected through a direct billine procedure bv the Treasurer of the Cin�of Chula Vista(the
"Citd'); acting for and on behalf of the District.
The Specia] 7�as obligation for anv parcel mav be prepaid and permanenth�satisfied in��fiole
or in part pursuant to the pro��isions therefor contained in the Rate and A4ethod of Apportionment.
Pursuant to Govemment Code Section �3340 and escept as pro��ided in Government Code
Section >3317.3. properties of entities of the state, federal. and local eo��emments shall be esempt
from the lev�� of the Special Tas.
Resolution No. 2016-020
Page No. 4
SECTION 8. Effective Date of Future Annexation. Annexation of any parcel in the Future
Annexation Area to the District in the future shall be effective only upon the unanimous approval
and election of the owner or owners of any sucb parcel authorizing the levy of the Special Tax upon
such parce] folloN�ing the annexation of such pazcel to District and only afrer the owner or owners of
such parcel enter into a w�irien agreement with the City("Agreement for Deferral of De��elopment
Impact Fees;'` in the form previously approved by the City and on file in the Office of the Cit�-
Clerk),and no further public hearines or additional proceedings will be required to accomplish such
annexation.
SECTION 9. Public Hearine. Notice is given that on march 15, 2016 at 5 pm; or as soon
thereafrer as the public hearing may be called, in the regular meeting place of the Cit�� Council of
being the Council Chambers, City Hall, located at 276 Fourth Avenue, Chula Vista, California. a
public hearing��ill be held��here this City Council will consider the authorization for annexation of
certain temtor}� in the future to the district the proposed method and apportionment of the specia]
tax to be levied within said proposed future annexation area, upon the annexation thereof to the
district,and all other matters as set forth in this resolution of intention. Any interested persons may
appear and be heard, and N�ritten protests shall be filed on or before the time fixed for the public
hearing.
SECTION 10. Notice. Notice of the time and place of the public hearing shall be given by
the City Clerk by causing the publication of a Notice of Public Hearing in the legally designated
newspaper of general circulation, such publication pursuant to Section 6061 of the Govemment
Code, with such publication to be completed at least seven(7)days priar to the date set for the public
hearing.
SECTION 1 1. Survival. Ifany section,subsection,subdivision,sentence,clause;or phrase in
this Resolution or any part thereof is for any reason held to be unconstitutional or invalid,ineffective
by any court of competent jurisdiction, such decision shall not affect the validity or effecti��eness of
the remaining portions of this Resolution or any part thereof. The City Council of the City of Chula
Vista hereby declares that it would have adopted each section irrespective ofthe fact that any one or
more subsections; subdivisions, sentences,clauses,or phrases be declared unconstitutionaL im�alid,
or ineffective.
SECTION 12. This Resolution shall become effective immediately upon its adoption.
Presented by Approved as to form by
��..� �
Eric C. Crockett G en R.GoQgins
Director of Economic Development C� Attorne
Resolution :�o. 2016-020
Pa�e No. �
P.ASSED. APPROVED. and ADOPTED b�� the Cim Council of the Cin of Chula V'ista
Califomia, this 9th da�� of Februan� 2016 bv the follo���ine vote:
A1'ES: Councilmembers: A�uilaz. Bensoussan. and McCann
NAYS: Councilmembers: I`'one
ABSENT: Councilmembers: None
ABSTAII�: Councilmebers: Miesen and Salas
,✓
�4an� las. A4a��or
.ATTEST:
Donna R. Norris. CA4 . Cin� lerk
STATE OF CALIFORi\'IA )
CO[7I�'TY OF SAN DIEGO )
CITY OF CHULA VISTA )
I. Donna R. t�toms. Cirv Clerk of Chula Vista. Califomia. do herebv certifi� that the foreeoins
Resolution No. 2016-020 �i�as dul��passed, approved, and adopted b�� the Cin� Council at a regular
meetina of the Chula Vista Ciri Council held on the 9th dav of Februan- 2016.
Ezecuted this 9th da��of Februan 2016.
Donna R. Noms. MC. m Clerk
Resolution No. 2016-020
Pa�e No. 6
EXHIBIT A
RATE AND METHOD OF APPORTIONMENT
Rate and Method of
Apportionment of Special Tax
Community Facilities District No. 17-I
(Western Chula Vista DIF Financing)
A Special Tax shall be levied on each Assessor's Parcel of Taxable Property within the boundaries of
Community Facilities District No. 17-I (Western Chula Vista DIF Financing)ofthe CityofChula Vista
(the "City") and collected each FY commencing in Special Tax Commencement FY applicable to
such Assessor's Parcel, in an amount determined bythe CFD Administratorthrough the application
ofthe procedures described below. All ofthe real propertywithin CFD No. 17-I, unless exempted
by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the
manner herein provided.
1. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Accrued Interest Obligation" means for each Assessor's Parcel,the amount of interest accrued on
the Deferred DIF Obligation from the date ofthe issuance orgrant ofa Certificate ofOccupancyfor
such property as determined in accordance with Section 3.D below.
"Acre"or"Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel
Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the
applicable Final Map. An Acre means 43,560 square feet of land.
"AcY' means the Mello-Roos Community Facilities Act of 1982, as amended, being Chapter 2.5 of
Part 1 of Division 2 of Title 5 of the Government Code of the State of California.
"Annual Special Tax" means the Special Tax actually levied in any FY on any Assessor's Parcel
which is equal to the sum of the Annual Special Tax for Facilities and the Annual Special Tax for
Accrued Interest in accordance with Section 3.E below.
"Annual Special Tax for Facilities" means the amount of the Special Tax levied on an Assessor's
Parcel of Developed Property in any FY, commencing with the Special Tax Commencement FY, to
satisfy the repayment of the Deferred DIF Obligation over the term of the Special Tax as set forth
in Section 7 determined in accordance with Section 3.E below unless the Special Tax Obligation is
prepaid pursuant to the provisions of Section 6 thereto.
Resolution No. 2016-020
Paee Ivo. 7
"Annual Special Tax for Accrued InteresY' means the amount levied on an Assessor's Parcel of
Developed Property in any FY, commencing with the Special Tax Commencement FY,to satisfythe
repayment of the Accrued Interest Obligation over the term of the Special Tax as set forth in
Section 7 determined in accordance with Section 3.E below unless the Special Tax Obligation is
prepaid pursuant to the provisions of Section 6 thereto..
"Annual Special Tax for Current InteresY' means the amount levied on an Assessor's Parcel of
Developed Property in any FY, commencing with the Special Tax Commencement FY,to satisfythe
requirement to pay interest on unpaid deferred fees during the 20-year repayment period
commencing with the Special Tax Commencement FY and ending on June 30th of the Special Tax
Final Year.
"Assessor" means the Assessor of the County of San Diego.
"Assessor's Parcel" means a lot or parcel shown on an Assessor's Parcel Map with an assigned
Assessor's Parcel Number.
"Assessor's Parcel Map" means an official map of the Assessor designating parcels by Assessor's
Parcel Number.
"Assessor's Parcel Number" means the number assigned to an Assessor's Parcel by the Assessor
for purposes of identification.
"Assigned Special Tax Obligation" means for each Assessor's Parcel, the amount determined in
accordance with Section 3.8 below.
"Building PermiY' means a building permit issued bythe City for construction of a Residential Unit
or Non-Residential Property located within CFD No. 17-I.
"Building Square Footage" means all of the square footage of usable area within the perimeter of
a residential structure, not including anycarport,walkway, garage,overhang, or similar area.The
determination of Building Square Footage shall be made by reference to the Building Permit(s)
issued for such Assessor's Parcel and/or by reference to appropriate records kept by the City.
"Certificate of Occupancy" means a certificate issued or approval granted by the City, or other
applicable government entity, that authorizes the actual occupancy of a Residential Unit for
habitation by one or more residents or the occupancy of Non-Residential Property.
"CFD Administretor" means an authorized representative of the City, or designee thereof,
responsible for determining the Assigned Special Tax Obligation and the Annual Special Tax, for
preparing the Annual Special Tax roll and/or calculating the Backup Special Tax.
"CFD No. 17-I" means the City of Chula Vista Community Facilities District No. 17-I (Western Chula
Vista DIF Financing).
"City" means the City of Chula Vista, California.
"Council" means the City Council of the City acting as the legislative body of CFD No. 17-I under
the Act.
"County" means the County of San Diego, California.
"Deferred DIF Obligation" means for each Assessor's Parcel, the remaining balance of DIFs that
have been deferred on such Assessor's Parcel since Building Permit issuance as determined in
accordance with Section 3.0 below.
Resolution No. 2016-020
Paee No. 8
"Developed Propert�' means for each FY, ali Taxable Property for which a Building Permit was
issued prior to May 1 of the previous FY. An Assessor's Parcel classified as Developed Property but
for which the Building Permit that caused such Assessor's Parcel to be classified as Developed
Property has been cancelled and/or voided prior to the FY for which Special Taxes are being levied
shall be reclassified as Undeveloped Property.
"DIF Deferral AgreemenY' means, as to an Assessor's Parcel, the Agreement for Deferral of
Development Impact Fees by and between the owner of such Assessor's Parcel and the City.
"DIF" or "DIFs" shall, as to an Assessor's Parcel, have the meaning given such terms in the DIF
Deferral Agreement applicable to such Assessor's Parcel.
� "Effective Date" shall mean, as to each DIF Deferral Agreement, the effective date of such
agreement as specified therein.
"Exempt Property" means for each FY, all Assessor's Parcels designated as being exempt from
Special Taxes pursuant to Section 8 below.
"Final Map" means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et
seq.) or recordation of a condominium plan pursuant to California Civil Code 4285 that creates
individual lots for which Building Permits may be issued without further subdivision.
"Fiscal Year" or "FY" means the period starting on July 1 and ending the following June 30.
"Initial Fiscal Year" means, as to any Assessor's Parcel subject to a DIF Deferral Agreement,the FY
in which the Effective Date of such DIF Deferral Agreement falls.
"Initial Interest Accrual Date" shall mean, as to any Assessor's Parcel of Developed Property,the
date on which the Certificate of Occupancy for such Assessor's Parcel is issued.
"Initial Accrued Interest Obligation FY" shali mean, as to any Assessor's Parcel of Developed
Property, the FY in which the Initial Interest Accrual Date for such Assessor's Parcel falls.
"Maximum Special Tax Obligation" means for each Assessor's Parcel, the amount assigned in
accordance with Sections 3.A below.
"Non-Residential Property" means all Assessor's Parcels of Developed Property for which a
buiiding permit has been issued for the purpose of constructing one or more non-residential
structures or facilities.
"Original Parcel" means an Assessor's Parcel within the boundaries of CFD No. 17-I that was
assigned a Maximum Special Tax Obligation and an Assigned Special Tax Obligation in the prior FY
but has been subsequently subdivided into Successor Parcels for the current FY.
"Prepayment AmounY' means the amount required to prepay the Annual Special Tax obligation in
full for an Assessor's Parcel as described in Section 6.A below.
"Public Property" means any property within the boundaries of CFD No. 17-I, which is owned by,
or irrevocabiy offered for dedication to the federal government, the State of California, the
County, the City or any other public agency; provided however that any property owned by a
public agency and leased to a private entity and subject to taxation under Section 53340.1 of the
Act shall be taxed and classified in accordance with its use.
Resolution No. 20]6-020
Paee?�'o. 9
"Residential Propert�' means all Assessor's Parcels of Developed Property for which a Building
Permit has been issued for the purpose of constructing one or more Residential Units.
"Residential UniY' means each separate residential dwelling unit that comprises an independent
facility capable of conveyance or rental, separate from adjacent residential dwelling units.
"Special Tax" means any special tax levied within CFD No. 17-I pursuant to the Act and this Rate
and Method of Apportionment of Special Tax.
"Special Tax Commencement FY"shall mean, as to each Assessor's Parcel classified as Developed
Property,the FY falling after the first day of the eleventh calendar year after the Effective Date of
the DIF Deferral Agreement applicable to such Assessor's Parcel.
"Special Tax final FY" shall mean, as to each Assessor's Parcel of Developed Property, the FY
commencing on July 1 of nineteenth (19th) FY following the Special Tax Commencement FY.
"Special Tax Obligation" means the total obligation of an Assessor's Parcel of Developed Property
to pay the Special Tax for the remaining term of the Special Tax applicable to such Assessor's
Parcel.
"Successor Parcel" means an Assessor's Parcel created by the Subdivision of one or more Original
Parcels pursuant to Section 4 below.
"State" means the State of California.
"Taxable Propert�/' means all of the Assessor's Parcels within the boundaries of CFD No. 17-I,
which are not exempt from the levy of the Special Tax pursuant to law or Section 8 below.
"Undeveloped Property" means, for each FY, all Taxable Property not classified as Developed
Property.
2. LAND USE CLASSIFICATION
Each FY, beginning with FY 2016-17, each Assessor's Parcel within CFD No. 17-I shall be classified as
Taxable Property or Exempt Property. In addition, all Taxable Property shall further be classified as
Developed Property or Undeveloped Property,and all such Taxable Property shall be subject to the
levy of Special Taxes in accordance with this Rate and Method of Apportionment of Special Tax
determined pursuant to Sections 3 and 4 below.
3. SPECIAL TAX RATES
A. Maximum Special Tax Obligation
The Maximum Special Tax Obligation applicable to an Assessor's Parcel subject to a DIF
Deferral Agreement in the Initial FY applicable to such Assessor's Parcel shall be
determined pursuant to Table 1 below.
Table 1
Initial FY Maximum Special Tax Obligation
Maximum
Assessor's Parcel No. Special Tax
Obligation
Resolution No. 2016-020
Page No. 10
The Maximum Special Tax Obligation applicable to an Assessor's Parcel subject to a DIF
Deferral Agreement shall be subject to escalation by the increase in any DIF included in the
Deferred DIF Obligation between amount of such DIF in effect on the Effective Date of such
DIF Deferral Agreement and the amount of such DIF in effect on the date of issuance ofthe
first Building Permit for development of such Assessor's Parcel.
Commencing on July 1 of the FY following the Initial Interest Accrual Date, the
Maximum Special Tax Obligation for such Assessor's Parcel shall increase on July 1 of
each FY by an amount equal to two percent (2%) of the Maximum Special Tax
Obligation in effect for the prior FY.
B. Assigned Special Tax Obligation
On July 1 of each FY commencing the Special Tax Commencement FY, the CFD
Administrator shall determine the Assigned Special Tax Obligation for that FY.
The Assigned Special Tax Obligation in any given FY commencing the Special Tax
Commencement FY shall be the sum of the Deferred DIF Obiigation plus the Accrued
Interest Obligation. If for any FY the Assigned Special Tax Obligation is determined to be
greater than the Maximum Special Tax Obligation, then the Assigned Special Tax
Obligation shall be equal to the Maximum Special Tax Obligation.
C. Deferred DIF Obligation
The Deferred DIF Obligation applicable to an Assessor's Parcel classified as Undeveloped
Property shall be zero.
The initial Deferred DIF Obligation applicable to an Assessor's Parcel classified as
Developed Property shall be determined by the CFD Administrator at the time of issuance
of a Building Permit for such Assessor's Parcel. The Deferred DIF Obligation shali be equal
to the sum ofthe applicable DIFs specified in the DIF Deferral Agreement foreach Building
Permit issued for Assessor's Parcels within CFD No. 17-I.The amount of each DIF specified
in the DIF Deferral Agreement for an Assessor's Parcel shall be based on the fee schedule
applicable to such DIF in effect at the time of issuance of such Building Permit.
The Deferred DIF Obligation in any FY applicable to an Assessor's Parcel of Developed
Property shall be equal to the Deferred DIF Obligation in the prior FY less any Annual
Special Tax for Facilities payments made in the prior FY.
If a partial prepayment is made pursuant to Section 6.B below,the Deferred DIF Obligation
will also be reduced by the applicabie amount of the Deferred DIF Obligation that was
prepaid.
D. Accrued Interest Obligation
The Accrued Interest Obligation in the Initial FY and each subsequent FY priorto the Initial
Accrued Interest Obligation FY applicable to an Assessor's Parcel classified as Developed
Property for which a Certificate of Occupancy has not been issued prior to July 1 of such FY
shall be zero.
Resolution No. 2016-020
PaQe No. 11
The Accrued Interest Obligation applicable to any Assessor's Parcel classified as Developed
Property shall commence to accrue on the Initial Interest Accrual Date. The Accrued
Interest Obligation applicable to such Assessor's Parcel in the Initial Accrued Interest
Obligation FY shall be equal to two percent (2%)of the Deferred Dlf Obligation as of July 1
of such FY multiplied by a fraction the numerator of which is the number of calendar days
from and including the Initial Interest Accrual Date to and including June 30th of such FY
and the denominator of which is 365. The Accrued Interest Obligation for each subsequent
FY prior to the Special Tax Commencement FY shall be equal to the Accrued Interest
Obligation in the prior FY plus two percent (2%) of the Deferred DIF Obligation as of July 1
of the prior FY.
The Accrued Interest Obligation in the Special Tax Commencement FY and each subsequent
FY applicable to an Assessor's Parcel classified as Developed Property shall be equal to the
Accrued Interest Obligation as of July 1 of the prior FY less any Annual Special Tax for
Accrued Interest payments made in the prior FY.
If a partial prepayment is made pursuant to Section 6.6 below,the Deferred DIF Obligation
will also be reduced by the applicable amount of the Accrued Interest Obligation that was
prepaid.
E. Annual Special Tax
The Annual Special Tax for Developed Property in any FY commencing the Special Tax
Commencement FY shall be equal to (i) the Annual Special Tax for Facilities plus (ii) the
Annual Special Tax for Accrued Interest plus(iii)the Annual Special Tax for Current Interest.
The Annual Special Tax for Facilities in any FY commencing the Special Tax Commencement
FY shall be equal to the Deferred DIF Obligation on July 1 of the Special Tax
Commencement FY times the Repayment Rate specified in Table 2 belowthat corresponds
with such FY. In each subsequent FY, the Annual Special Tax for Facilities will remain
unchanged until the Deferred DIF Obligation is paid in full.
The Annual Special Tax for Accrued Interest in any FY commencing the Special Tax
Commencement FY shall be equal to the Accrued Interest Obligation on July 1 of the
Special Tax Commencement FY times the Repayment Rate specified in Table 2 below that
corresponds with such FY. In each subsequent FY, the Annual Special Tax for Accrued
Interest will remain unchanged until the Accrued Interest Obligation is paid in full.
The Annual Special Tax for Current Interest in any FY commencing the Special Tax
Commencement FY shall be equal to the Deferred DIF Obligation on July 1 of such FYtimes
the Current Interest Rate in Table 2 below that corresponds with such FY.
Resolution No. 2016-OZO
Page No. 12
Table 2
Amortization Table
Fiscal Year Repayment Rate Current Interest
Rate
Initial Accrued Interest
Obligation FY
through the FY preceding the 0% 0%
Special Tax Commencement
FY
Special Tax Commencement
FY through the Special Tax 5% 2%
Final FY
4. METHOD OF APPORTIONMENT
Commencing with the Special Tax Commencement FY and for each following FY, the CFD
Administrator shall apportion the Assigned Special Tax Obligation as set forth below.
First:All Original Parcels that are reflected on the Assessor's Parcel Maps applicable to the current
FY will be assigned a Maximum Special Tax Obligation and Assigned Special Tax Obligation in
accordance with Section 3 above.
Second:All Original Parcels that are not reflected on the Assessor's Parcel Maps applicable to the
current FY will be assigned a Maximum Special Tax Obligation and Assigned Special Tax Obligation
in accordance with Section 3 above as if such parcels still existed in their previous form.
Third: The Maximum Special Tax Obligation and Assigned Special Tax Obligation that were
calculated in the Second step above will be assigned to each applicable Successor Parcel based on
the amount of Taxable Acreage contained in such Successor Parcei divided by the amount of
Taxable Acreage contained in the relevant Original Parcel. The sum of the Maximum Special Tax
Obligations of each group of Successor Parcels shall be equal to Maximum Special Tax Obligation of
the applicable Original Parcel that was determined in the Second step. Likewise, the sum of the
Assigned Special Tax Obligations of each group of Successor Parcels shall be equal to Assigned
Special Tax Obligation of the applicable Original Parcel that was determined in the Second step.
Fourth:The Special Tax shall be levied on each Assessor's Parcel of Developed Propertyat 100%of
the applicable Annual Special Tax.
Successor Parcels that are assigned a Maximum Special Tax Obligation and an Assigned Special Tax
Obligation in the current FY will be considered Original Parcels in the following FY.
5. COLLECTION OF SPECIAL TAXES
Collection ofthe Annual5pecial Tax shall be made bythe County in the same manner as ordinary
ad valorem property taxes are collected and the Annual Special Tax shall be subject to the same
penalties and the same lien priority in the case of delinquency as ad valorem taxes; provided,
however,that the Council may provide for (i) other means of collecting the Special Tax, including
direct billings thereof to the property owners; and (ii) judicial foreclosure of delinquent Annual
Special Taxes.
Resolution No. 2016-020
Pa�e No. 13
6. PREPAYMENT OF SPECIAL TAX OBLIGATION
A. Prepayment in Full
Property owners may prepay and permanently satisfy the Special Tax Obligation by a cash
settlement with the City as permitted under Government Code Section 53344.
The Special Tax Obligation applicable to an Assessor's Parcel of Developed Property, or
Undeveloped Property for which a Building Permit has been issued may be prepaid and the
obligation to pay the Special Tax for such Assessor's Parcel permanently satisfied as
described herein, provided that a prepayment may be made with respect to a particular
Assessor's Parcel only if there are no delinquent Special Taxes with respect to such
Assessor's Parcel at the time of prepayment. An owner of an Assessor's Parcel eligible to
prepay the Special Tax Obligation shall provide the CFD Administrator with written notice
of intent to prepay, and designate or identify the company or agency that will be acting as
the escrow agent, if any.The CFD Administrator shall provide the owner with a statement
of the Prepayment Amount for such Assessor's Parcel within thirty(30)days of the request,
and may charge a reasonable fee for providing this service. The Prepayment Amount
(defined below) shall be calculated for each applicable Assessor's Parcel or group of
Assessor's Parcels as summarized below (capitalized terms as defined below):
Deferred DIF Obligation
plus Accrued Interest Obligation
plus Prepayment Administrative Fees and Expenses
Total: equals Prepayment Amount
As of the proposed date of prepayment, the Prepayment Amount (defined in Step 14
below) shall be calculated as follows:
Step No.:
1. Confirm that no Special Tax delinquencies apply to such Assessor's
Parcel.
2. For Assessor's Parcels of Developed Property, determine the Deferred
DIF Obligation and the Accrued Interest Obligation. For Assessor's Parcels
of Undeveloped Property for which a Building Permit has been issued,
compute the Deferred DIF Obligation for that Assessor's Parcel as though
it was already designated as Developed Property, based upon the
Building Permit which has already been issued for that Assessor's Parcel.
3. Calculate the administrative fees and expenses of CFD No. 17-I, including
the costs of computation of the prepayment and the costs of recording
any notices to evidence the prepayment and the redemption (the
"Prepayment Administrative Fees").
4. The amount to prepay the Special Tax Obligation is equal to the sum of
the amounts computed pursuant to paragraphs 1, 2 and 3 (the
"Prepayment Amount").
Resolution No. ZO]6-020
Paee No. 14
The CFD Administrator will confirm that all previously levied Special Taxes have
been paid in full. With respect to any Assessor's Parcel for which the Special Tax
Obligation is prepaid in full, once the CFD Administrator has confirmed that all
previously levied Special Taxes have been paid, the Council shail cause a notice of
cancellation of Special Tax lien to be recorded in compliance with the Act, to
indicate the prepayment of the Special Tax and the release of the Special Tax lien
on such Assessor's Parcel, and the obligation of the owner of such Assessor's Parcel
to pay the Special Tax shall cease.
6. Partial Prepayment
The Special Tax on an Assessor's Parcel of Developed Property or Undeveloped Property for
which a building permit has been issued may be partially prepaid. The amount of the
prepayment shall be calculated as in Section 6.A, except that a partial prepayment shall be
calculated according to the following formula:
PP = (Pe-A) x F+q
These terms have the following meaning:
PP =the partial prepayment
Pe= the Prepayment Amount calculated according to Section 6.A
F = the percentage by which the owner of the Assessor's Parcel(s) is
partially prepaying the Special Tax Obligation
A = the Prepayment Administrative Fees and Expenses from Section 6.A
The owner of any Assessor's Parcel who desires such partial prepayment shall notify the
CFD Administrator of(i) such owner's intent to partially prepay the Special Tax Obligation,
(ii) the percentage by which the Special Tax Obligation shall be prepaid, and (iii) the
company or agency that will be acting as the escrow agent, if any. The CFD Administrator
shall provide the owner with a statement of the amount required for the partial
prepayment of the Special Tax Obligation for an Assessor's Parcel within sixty (60) days of
the request and may charge a reasonable fee for providing this service.
With respect to any Assessor's Parcel that is partially prepaid, the City shall (i) distribute
the funds remitted to it according to Section 6.A., and (ii)indicate in the records of CFD No.
17-I that there has been a partial prepayment of the Special Tax Obligation and that the
remaining Special Tax Obligation of such Assessor's Parcel, equal to the outstanding
percentage (1.00 - F) of the Deferred DIF Obligation and the Accrued Interest Obligation,
shall continue to be levied on such Assessor's Parcel in the same manner as before the
Partial Prepayment.
7. TERM OF SPECIAL TAX
The Special Tax shall be levied as long as necessary to satisfy the Assigned Special Tax Obligation
for a period not to exceed thirty (30) FYs commencing with Special Tax Commencement FY,
provided however that the Special Tax will cease to be levied in an earlier FY if the CFD
Administrator has determined that all CFD No. 17-I obligations have been satisfied.
Resolution No. 2016-OZO
Paee No. 1�
8. EXEMPTIONS
The CFD Administrator shall classify only Assessor's Parcels of Public Property as Exempt Property
(i) Assessor's Parcels of Public Property.
If the use of an Assessor's Parcel of Exempt Property changes so that such Assessor's Parcel is no
longer classified as Public Property, per the first paregraph of Section 8 above such Assessor's
Parcel shall cease to be classified as Exempt Property and shall be deemed to be Taxable Property.
9. APPEALS
Any landowner who pays the Special Tax and claims the amount of the Special Tax levied on his or
her Assessor's Parcel is in error shall first consult with the CFD Administrator regarding such error
not later than thirty-six (36) months after first having paid the first installment of the Special Tax
that is disputed. If following such consultation the CFD Administrator determines that an error has
occurred,then the CFD Administrator shall take any of the following actions, in order of priority, in
order to correct the error:
(i) Amend the Special Tax levy on the landowner's Assessor's Parcel(s)for the current
FY prior to the payment date,
(ii) Require the CFD to reimbursethe landownerforthe amount ofthe overpayment to
the extent of available CFD funds, or
(iii) Grant a credit against, eliminate or reduce the future Special Taxes on the
landowner's Assessor's Parcel(s) in the amount of the overpayment.
If following such consultation and action by the CFD Administrator the landowner believes such
error still exists, such person may file a written notice of appeal with the City Council. Upon the
receipt of such notice, the City Council or designee may establish such procedures as deemed
necessary to undertake the review of any such appeal. If the City Council or designee determines
an error still exists,the CFD Administrator shall take any of the actions described as(i), (ii) and (iii)
above, in order of priority, in order to correct the error.
The City Council or designee thereof shall interpret this Rate and Method of Apportionment of
Special Tax for purposes of clarifying any ambiguities and make determinations relative to the
administration of the Special Tax and any landowner appeals. The decision of the City Council or
designee shall be final.