HomeMy WebLinkAboutReso 2016-051 RESOLUTION NO. 2016-0�1
RESOLUTION OF THE CITY COUI�'CIL OF THE CITY OF
CI�iJLA VISTA ACTING II`' ITS CAPACITY AS THE
LEGISLATIVE BODY OF COMMUI�'ITY FACILITIES
DISTRICT NO. 17-I (R'ESTERI�' CHiJLA VISTA DIF
FI?�'Ai\TCII�TG PROGRAM), AUTHORIZII�'G THE
�N?�'EXATION OF TERRITORY II�' THE FUTURE TO
SUCH COMMUI�TITY FACILITIES DISTWCT
WHEREAS, the Cin� Council (the "Citv Council') of the Cin� of Chula Vista (the "Cih�")
has dedazed its inrention; conducted proceedings and held a public hearine relating to the
authorization to annes territon� in the future to Communitv Facilities District No. 17-1
(R'estem Chula ��ista DIF Financine Proeram) of the Citv of Chula Vista (the "Districr`)
pursuant to the terms and pro��isionsyof the `Mello-Roos Community Facilities Act of 1982;"
beine Chapter 2.�, Part 1; Division 2. Title � of the Government Code of the State of Califomia
(the "Acr`); and specificalh� Article 3S thereof and the Cit�� of Chula Vista Communit}� Facilities
District Ordinance enacted pwsuant to the po���ers resen�ed b}� the Cip- of Chula Vista under
Sections 3, � and 7 of.Article XI of the Constimtion of the State of California (the "Ordinance")
(the Act and the Ordinance may be referred to collectivel�� as the "Communin� Facilities District
LaN�'); and
R'HEREAS; notice of such pubiic hearing �vas given in the form and manner as required
bv the Communitv Facilities District Law: and
�b%HEREAS. all communications relatine to the authorization to annex territon� in the
future w�ere presented at such public hearina_ and it has been determined that a majorit}� protest
as defined bv Govemment Code Section �3339.6 has not been received aaainst the authorization
to annex temtorv in the future to the District: and �
WHEREAS. it has no�v been determined to be within the public interest and con�=enience
to establish a procedure to allo��- and pro��ide for future annesations to the District and further to
specifi� the amount of special ta�es that would be authorized to be levied on any parcels that mav
be annexed to the District in the furure, as �vell as settina forth the terms and conditions for
certification for am�annexation in the future: and
\4'HERE.AS. the territon� proposed to be authorized to be anne�ed in the fumre shall be
kno��m and designated as Furure Anne�ation Area Communit�� Facilities District No. 17-I (the
" Future Anneaation Area `). and a map designated as " Future Annexation Area Communiri�
Facilities District 1Vo. 17-I (R'estem Chula Vista DIF Financine Proeram), Citv of Chula Vista
Count�� of San Dieeo, State of Califomia' sho���ins the temtory proposed to be anneaed in the
future has been appro��ed and a cop}� thereof shall be kept on file ��ith the transcript of these
proceedines.
Resolution No. 2016-051
Page No. 2
NOW. THERLFORE, T]-IE CITY COUNCIL OF THE CITY OF CHULA VISTA.
CALIFORNIA, ACTING AS THE LEGISLATIVE BODY OF COMMiJNITY FACILITIES
, DISTRICT NO. 17-1 (WESTERN CHULA VISTA DTF FINANCING PROGRAM),
DOES HEREBY RESOLVE, DECLARE, FIND, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. Recitals. The above recitals are all true and correct.
SECTION 2. Determinations. It is hereby determined by this City Council as follows:
A. All prior proceedings pertaining to authorization for the annexation of the Future
Annexation Area to the District in the future were valid and taken in conformity with the
requirements of the law; and specifically the provisions of the Act, and this finding and
determination is made pursuant to the provisions of Government Code Section 53325.1.
B. The written protests against the authorization for the annexation of the Future
Annexation Area to the District in the future received do not represent a majority protest as
defined by Govemment Code Sectio� 53339.6 and, therefore, the authorization for the
annexation of the Future Annexation Area to the District in the future has not been precluded by
majority protest pursuant to Govemment Code Section 53339.6.
C. The public convenience and necessity require a procedure to authorize and
provide for territory to be a�nexed in the future to the District in order to finance the costs and
expenses necessary to provide the public services described below made necessary by the
development or redevelopment of such temtory.
D. The authorization for the annexation of territory within the Future Annexation
Area to the District in the future as proposed conforms with the City of Chula Vistas statement of
goals and policies regarding the establishment of community facilities districts.
E. The provision for the annexation of temtory within the Future Annexation Area to
the District in the future and the authorization to levy special taxes of territory within tbe Future
Annexation Area upon the annexation thereof to the District to finance the public services
described below constiTUtes the creation of a govemment funding mechanism which does not
involve the commitment to any specific project which may result in a potentially significant
physical impact on the environment. Therefore, the provision for the annexation of territory
within the Future Annexation Area to the District in the future and the autborization to levy
special taxes within such territory upon the annexation thereof to the District does not constitute
a "project ' which is subject to the provisions of the California Environmental Quality Act
(California Public Resources Code Section 21000 and following).
SECTION 3. Anneaation Authoritv. This legislative body does hereby authorize the
annexation of territorv within the Future Annexation Area to the District in the future pursuant to
the provisions and authorization of Artide 3.5 of the Act.
SECTION 4. Description of the Future Anne�ation Area. A description of the Future
Annexation Area is as follows:
Resolution ��o. 2016-0�1
Pa¢e No. 3
.All that propert�� and territory proposed to be anneaed in the future to the District, as said
property is sho���n on a map as pre�iousl�� approved bv this leeislati��e body. said map
desienated as "Futwe Annexation Area Communitv Facilities District. CFD No. 17-I. Citv of
Chula Vista, Count�� of San Dieeo. State of California` (the "Future Annexation Area Map�), a
cop}� of ��hich is on file in the Office of the Cit}� Clerk and shall remain open for public
inspection. The Future Anneaation Area Map has been filed in the Office of the San Dieeo
Counn- Recorder, in Book 4�, Paee 33 of Maps of Assessment and Community Facilities
Districu and as Document I�'o. 2016-700007�.
Future annexation proceedings ma�� only be completed «�ith the unanimous consent of the
o��ner or ow�ners of an}�parcel proposed for annexation.
SECTIOI�' �. Description of the Develooment Impact Fee Oblieations Authorized To Be
Financed. The District shall finance the development impact fee oblieations described belo��� that
are imposed by the Cih� in connection with the appro��al of a de��elopment project to be
developed on propert�� within the Fumre Annexation Area that annexes to the District in the
future. Such fees mav include: (i) the Public Facilities Development Impact Fee pursuant to
Chula Vista Municipal Code (`CVA4C") section 3.�0, et seq. (`PFDIF"); (ii) the �1'estem
Transportation De��elopment Impact Fee pursuant to CVMC section 3.», et seq. (`WTDIF");
and (iii) the Parkland Acquisition and Development Fee pursuant to CVMC section 17.10, et seq.
(`PAD" and toeether Hith the PFDIF and ��%TDIF, the "DIFs-` and the obligation to pa}� the
DIFs, the "DIF Obligation ').
The proceeds of the pa��ment of the DIF Oblisations ���ill pay for facilities ���hich this Citv
Council is authorized bv la�i� to contribute re��enue to or to construct, o��n. or operate (the "DIF
Facilities `). It is hereby further determined that the DIF Facilities are necessarv to meet
inereased demands and needs placed upon the Cin� as a result of development ���ithin the District
or anv temtorv anneaed to the District in the future.
The cost of the pa}�nent of DIF Obligations includes cenain [ncidental Ezpenses as such
term is defined in Govemment Code Section �3317(e) and ma�� include, but not be limited to, all
costs associated ��rith the establishment of the Districr the costs of collectina anv special ta�es;
and costs otherwise incurred in order to cam� out the authorized purposes of the District.
SECTION 6. Saecial Ta�es. It is the intention of this le_islative bod�� that; eacept
N�here funds aze otherN°ise a��ailable, a special tax sufficient to finance the D[F Oblioations (the
"Special Tax") imposed on the territon� of the Furure Annexation Area upon the annexation of
such temtorv to the District and related incidental ezpenses authorized by the Act, secured by
recordation of a continuine lien against all non-exempt real property in the temtor�� ���ithin the
Future .Annexation .Area that annexes to the District. will be le��ied annuallv ���ithin the
boundaries of such temtorv upon the anne�ation thereof to the District. For funher particulars as
to the rates and method of apponionment of the proposed Special Tae, reference is made to the
attached and incorporated Exhibit A (the "Rates and Method"), ���hich sets forth in sufficient
detail the rate and method of apportionment of the Special Ta� to allo��� each lando���ner or
resident ���ithin the territon� in the Future Annexation Area to clearl�� estimate the maximum
amount of the Special Ta� that such person �riil ha��e to pa�� upon the anne�ation of such
territor��to the District.
Resolution No. 2016-051
Page No. 4
Notwithstanding the foregoing, if the actual cost of the DIF Obligations unposed on any
territor}� within the Future Annexation Area is higher or lower than the DIF Obligations imposed
on properties within the existing the District a higher or lower special ta�; may be levied w�ithin
such territory subject to the unanimous approval and election of the owmer or owmers of such
territory. In any such circumstance, the Rate and Method of Apportionment may be revised to
reflect the higher or lower special ta�c, as applicable.
The proposed Special Tax; to the eatent possible, shall be collected in the same manner
as ad valorem property ta�ces or in such other manner as this City Council or its designee sball
determine, including direct billing of the affected property owners. Such Special Taa shall be
subject to the same penalties, procedure, sale and lien priority in any case of delinquency as
applicable for ad valorem taxes. Any Special Tax that may not be collected on the Counry taac
roll shall be collected through a direct billing procedure by the City.
The special taY obligation for any territory within the Future Annexation Area that
annexes to the District may be prepaid and permanently satisfied in whole or in part pursuant to
the provisions therefor contained in the Rate and Method of Apportionment.
Pursuant to Govemment Code Section 53340 and except as provided in Govemment
Code Section 53317.3, properties of entities of the state, federal, and local governments shall be
eaempt from the levy of the Special Tax.
Upon recordation of a Notice of Special Tax Lien pursuant to Section 3114.5 of the
Streets and Highways Code of the State of Califomia against any temtory within the Future
Annexation Area that annexes to the District, a continuing lien to secure each levy of the special
tax shall attach to all non-exempt real property within such territory and this lien shall continue
in force and effect until the special t� obligation is prepaid and permanently satisfied and the
lien canceled in accordance with law or until collection of the tax by the Ciry Council ceases.
SECTION 7. �ecial Tax Accountability Measures. Pursuant to and in compliance N�ith
the provisions of Govemment Code Section 50075.1, this City Council hereby establishes the
following accountability measures pertaining to the levy by the District of the special tvices
described in Section 6 above.
A. The Special Tax shall be levied for the specific purposes set fortb in Section 6
above.
B. The proceeds of the levy of the Special Ta�c shall be applied only to the specific
applicable purposes set forth in Section 6 above.
C. The District shall establish a separate account into which the proceeds of
the Special Tax shall be deposited.
D. The Director of 'Finance/Treasurer of the City of Chula Vista, or his or her
designee_ acting for and on behalf of the District, shall annually file a report with the City
Council as required pursuan[ to Govemment Code Section 50075.3
Resolution No. 2016-0�1
Paee No. �
Section 8 Annual Reportine. In an�� one that the number of units anne�ed into the District
exceeds 200. staff Hill schedule a Ciri� Council Action Item to address the effects of the District on
public facilities and pazl:s_ and to assess tt�e need for the District to continue.
Section 9. Anne�ation Effective Date. Annesation of an�� parcel in the Future Annexation
.Area to the Disvict in the future shall be effective onh� upon the unanimous appro��al and election
of the o�vner or o�a�ners of anv such parcel authorizing the levv of the Special Ta� upon such
pazcel follo��ine the annexation of such parcel to District, and no funher public hearings or
additional proceedings N�ill be required to accomplish such annexation.
SECTION ]0. Sun�i��al. If an�� section. subsection. subdivision. sentence. clause. or
phrase in this Resolution or an} part thereof is for an�� reason held to be unconstimtional or
in��alid. ineffective b� an�� coun of competent jurisdiction, such decision shall not affect the
��alidim or effecti��eness of the remaining portions of this Resolution or an�� part thereof. The
Cit�� Council hereb� declares that it �vould have adopted each section irrespecti��e of the fact that
am one or more subsections, subdivisions, sentences. clauses. or phrases be declared
unconstitutional. im alid. or ineffecti�e.
SECTIOI�' 11 Effective Date of Resolution. This Resolution shall become effecti��e
immediatel}�upon its adoption.
Presented b}� Approved as to form b��
� `
� G.�.'�
Eric C. Crockett G e�n R' �.�Go e'ins
Director of Economic De��elopment Cit}'�Ltqme��
Resolution No. 2016-051
Page No. 6
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 15th day of March 2016 by the following vote:
AYES: Councilmembers: Aguilar, Bensoussan, and McCann
NAYS: Councilmembers: None
ABSENT: Councilmembers: None
ABSTAIN: Councilmembers: Miesen and Salas
I�CGd�X.eCL//.���
Mary , las, Mayor
ATTEST:
�
Donna R. Norris, MC; Ci y Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO )
CITY OF CHULA VISTA )
I, Donna R. Norris, Cit}� Clerk of Chula Vista, California, do hereby certify that the foregoing
Resolution No. 2016-051 was duly passed, approved, and adopted by the City Council at a regular
meeting of the Chula Vista City Council held on the 15th day of March 2016.
Executed this 15th da�� of March 2016.
L��LW�' �,� ��Vtl,��,�J°
Donna R. Norris, CMC, City Clerk
Resolution No. 2016-0�1
Pa�e I�o. 7
EXHIBIT "A"
Rate and liethod of Apportionment of Special Tax
Community Facilities District Na 1 i-I («'estcrn Chula �'ista DIF Financin�)
A Special Ta� shall be le��ied on each Assessors Pazcel of Taxable Property N�ithin the
boundaries of Community Facilities District No. 17-I (Westem Chula Vista DIF Financine) of
the Citv of Chula Vista (the "Cit��') and collected each Fiscal 1'ear commencine in Special Ta�
Commencement FY applicable to such Assessors Parcel, in an amount determined b�� the CFD
Administrator through the application of the procedures described beloH�. All of the real property
within CFD I�'o. 17-I, unless exempted b}� la�v or b}� the provisions hereof; shall be taked for
the purposes, to the estent. and in the manner herein pro�ided.
1. DEFINITIONS
The terms hereinafrer set forth have the follo�+�ino meaninas:
"Accrued Interest Obligatiod' means for each Assessor's Parcel. the amount of interest
accrued on the Deferred DIF Oblieation from the date of the issuance or erant of a Certificate of
Occupanc}� for such propert}� as determined in accordance with Section 3.D below.
"Acre" or "Acreage" means the land area of an Assessors Parcel as sho�ir on an
Assessor's Pazcel Map, or if the land area is not sho«n on an Assessor's Parcel Map, the land
area sho���n on the applicable Final Map. An Acre means 43;�60 square feet of land.
"AcP' means the A4ello-Roos Communin� Facilities Act of 1982. as amended. beine
Chapter 2.� of Pan I of Di��ision 2 of Title � of the Government Code oFthe State of Califomia. �
"Anuual Special Taz" means the Special Tak actuallv le�ied in an� Fiscal Year on am�
Assessors Pazcel which is equal to the sum of the Annual Special 7�a� for Facilities and the
Annual Special Ta� for Accrued Interest in accordance ���ith Section 3.E belo���.
"Aooual Special Tax for Facilities" means the amount of the Special Ta� le��ied on an
Assessor's Parcel of Developed Propem- in am Fiscal Year. commencino ��ith the Special Ta�
Commencement FY. to satisfi� the repayment of the Deferred DIF Oblieation o��er the term of
the Special Tax as set forth in Section 7 determined in accordance «�ith Section 3.E belo��= unless
the Special Ta� Obligation is prepaid pursuant to the pro��isions of Section 6 thereto.
"Annual Special Ta� for Accrued Interest" means the amoun[ le��ied on an Assessors
Parcel of Developed Propem� in am� Fiscal Year, commencin� ��ith the Special Tas
Commencement F1', to satisfi the repa}ment of the Accrued Interest Oblisation o��er the term of
the Special 7as as set forth in Section 7 determined in accordance ���ith Section 3.E belo��
unless the Special Ta� Obligation is prepaid pursuant to the pro�isions of Section 6 thereto.
Resolution No. 2016-051
Page No. 8
"Annual 5pecial Taz for Current Interest" means the amount levied on an Assessors
Parcel of Developed Property in any Fiscal Year, commencing with the Special Tax
Commencement FY, to satisfy the 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 Specia] 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 Assessors Parcel, the amount
determined in accordance with Section 3.B below.
"Building PermiY' means a building permit issued by the City for construction of a
Residential Unit or Non-Residential Property located within CFD No. l 7-I.
"Building Square Footage" means all of the squaze footage of usable azea within the
perimeter of a residential structure, not including any carport, 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 Assessors Parcel and/or by reference to appropriate
records kept by the City.
"Certificate of Occupancy" means a certificate issued or approval granted by the Cin�,
or other applicable govemment 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 Administrator" means an authorized representative of the City, or designee
thereof; responsible for de[ermining 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).
"Cih�" means the City of Chula Vista, Califomia.
"CounciP' means the City Council of the City acting as the le�islative body of CFD No.
17-1 under the Act.
"Count�-" means the County of San Die�*o, California.
Resolution No. 2016-0�1
Paee No. 9
"Deferred DIF Obligation" means for each Assessor's Parcel, the remaining balance of
DIFs that have been deferred on such Assessor`s Parce] since Buildine Permit issuance as
determined in accordance with Section 3.0 belo���.
"Developed Propert�" means for each Fiscal Year, all Taaable Propem� for �hich a
Buildine Permit was issued prior to Ma�� 1 of the previous Fiscal Yeaz. An Assessors Pazcel
classified as Developed Propem but for ���hich the Building Permit that caused such Assessor`s
Parcel to be classified as Developed Property has been cancelled and/or voided prior to the
Fiscal Year for �vhich Special Ta�es are beine levied shall be reclassified as Undeveloped
Propem�.
"DIF Deferral Agreement" means. as to an Assessor's Parcel, the Agreement for
Deferral of De��elopment Impact Fees bv and benveen the o���ner of such Assessor`s Parcel and
the Cit�.
"DIF" or "DIFs" sha1L as to an Assessor`s Parcel. ha�e the meanine eiven such terms in
the DIF Deferral A�reement applicable to such Assessors Parcel.
"Effecti��e Date" shall mean. as to each DIF Deferral Aereement. the effecti�e date
of such agreement as specified therein.
"Eaempt Properh�" means for each Fiscal Year_ all Assessor's Parcels designated as
beine exempt from Special Ta�es pursuant to Section 8 beloN=.
"Final Map" means a subdi��ision of propert}� b}� recordation of a final map, parcel map.
or lot line adjustment, pursuant to the Subdivision I�4ap Act (California Go<<emment Code
Section 66410 et seq.) or recordation of a condominium plan pursuant to Califomia Ci��il
Code 428i that creates individual lots for ti�hich Buildine Permits mav be issued ���ithout further
subdivision. �
"Fiscal Year" means the period starting on Juh 1 and endine the follotiing June 30.
"Initial Interest Accrual Date" shall mean, as to an} Assessors Pazcel of De�eloped
Propem�, the date on «hich the Certificate of Occupanc}� for such Assessor's Parcel is issued.
"Initial Accrued Iuterest Obligation FI"' shall mean, as to anv Assessors Parcel of
De��eloped Propert��_ the Fiscal I'ear in �i�hich the Initial Interest Accrual Date for such
Assessor's Parcel falls.
"Maximum Special Tas Obligation" means for each .Assessor's Parcel, the amount
assiened in accordance with Sections 3.A belo�e.
"Non-Residential Properh" means all Assessor's Pazcels of De�eloped Property for
N�hich a buildino permit has been issued for the purpose of cons[ructin� one or more non-
residential strucmres or facilities.
Resolution No. 2016-051
Page No. 10
"Original Parcel" means an Assessor's Parcel within the boundaries of CFD No. 17-I
that was assigned a Ma�cimum Special Tax Obligation and an Assigned Special Tax Obligation
in the prior Fiscal Year but has been subsequently subdivided into Successor Parcels for the
current Fiscal Year.
"Prepayment Amount" 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.
"Property Owner Associatiou Property" means any Assessor's Parcel within the
boundaries of CFD No. 17-I owned in fee by a properry owner association, including any
master or sub- association.
"Public Properh�" means any property within the boundaries of CFD No. 17-I; which is
owned by, or irrevocably offered for dedication to the federal government, the State of
California, the County, the Cify 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 taYed and classified in accordance with its use.
"Residential Property" 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 MetUod of Apportionment of Special Tax.
"Special Tax Commencement FY" shall mean, as to each Assessor's Parcel dassified
as Developed Property, the Fiscal Year 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 Fiscal Yeaz commencing on July 1 of nineteenth (19th) Fiscal Year following the Special
Tax Commencement FY.
"Special Tax Obligation" means the total obligation of an Assessor's Parcel of
Developed Property to pay the Specia] 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 Califomia.
"Tazable Propert}�" means all of the Assessor's Parcels within the boundaries of CFD
No. 17-I, ti�hich are not eaempt from tl�e levp of tl�e Special Tax pursuant to law or Section 8
below.
Resolution No. 2016-0�1
Paee No. 11
"lindeveloped Properh" means, for each Fiscal Year. all Ta�able Propem� not
classified as Developed Property.
2. L.�\D USE CLASSIFICATION
Each Fiscal Yeaz. bevinnine Hith Fiscal 1'ear 2016-17. each Assessor's Parcel ���ithin
CFD No. 17-I shall be classified as Ta�able Propeny or Exempt Propern. In addition, all Taxable
Propem shall further be dassified as De��eloped Property or Undeveloped Propem-, and all
such Ta�able Propert}� shall be subject to the le��� of Special Ta�es in accordance ��th this Rate
and ?�4ethod of Apportionment of Specia] Tax determined pursuant to Sections 3 and 4 beloH.
3. SPECIAL TA\ RATES
A. �'ta�imum Special Tac Obligation
The A4a�:imum Special Ta� Obligation applicable to an Assessor's Parcel subject to a DIF
Deferral A�reement in the Initial Fiscal Year applicable to such Assessors Parcel shall be
determined pursuant to Table 1 belo��'.
Table 1
Initial Fiscal 7'ear Alacimum S ecial Tax Obli ation
�1aximum Special
Assessor's Parcel No. as Obligation
Commencine on Juh� 1 of the Fiscal Year follo���na the Initial Interest Accrual Date. the
I�4aximum Special Tax Obligation for such Assessor`s Parcel shall increase on Jul}� 1 of each
Fiscal Year bv an amount equal to hao percent (2%) of the A4aximum Special Ta� Obligation i❑
effect for the prior Fiscal Year.
B. Assi�ned Spccial i�a� Obligation
On July 1 of each Fiscal Year commencine the Special 7a� Commencement FY, the CFD
Administrator shall determine the Assigned Special Tax Oblieation for that Fiscal 1'ear.
The Assigned Special Tax Obligation in an}� ei��en Fiscal Year commencin� the Special
� Taa Commencement FY shall be the sum of the Deferred DIF Obligation plus the Accrued
Interest Obligation. If for am� Fiscal Year the Assiened Special Ta� Obligation is determined to be
ereater than the A4aximum Special Ta� Obligation, then the Assigned Special Tas Obligation
shall be equal to the Ma�imum Special Taa Oblieation.
C. Dcfcrrcd DlF Obligation
The Deferred DIF Oblieation applicable to an Assessor`s Parcel classified as Unde��eloped
Propem shall be zero.
Resolution No. 2016-051
Page No. 12
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 Assessors Parcel. The Deferred DIF Obligation shall be equal to the
sum of the applicable DIFs specified in the DIF Deferral Agreement for each Building Permit
issued for Assessor's Parcels within CFD No. 17-I. The amount of each DIF included in the
DIF Fee Obligation 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 Fiscal Year applicable to an Assessor's Parcel
of Developed Property shall be equa] to the Deferred DIF Obligation in the prior Fiscal Year less
� any Annual Special Tax for Facilities payments made in the prior Fiscal Year.
If a partial prepayment is made pursuant to Section 6.B below, the Deferred D1F
Obligation will also be reduced by the applicable amount of the Deferred DIF Obligation that
was prepaid.
D. Accrucd Intcrest Oblication
The Accrued Interest Obligation in the Initial Fiscal Year 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 Fiscal Year shall be zero.
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 t��o percent (2%) of the Deferred DIF Obligation as of July 1 of
such Fiscal Year 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
Fiscal Year and the denominator of which is 365. The Accrued Interest Obligation for each
subsequent Fiscal Year prior to the Special Tax Commencement FY shall be equal to the
Accrued Interest Obligation in the prior Fiscal Year plus two percent (2%) of the Deferred DIF
Obligation as of July 1 of the prior Fiscal Year.
The Accrued Interest Obli�ation in the Special Taa Commencement FY and each
subsequent Fiscal Year 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 Fiscal Year less any
Annual Special Tax for Accrued Interest payments made in the prior Fiscal Yeaz.
If a partial prepayment is made pursuant to Section 6.B below. the Deferred DIF
Obligation will also be reduced by the applicable amount of the Accrued Interest Obligation that
was prepaid.
E. .annual Special T�x
The Annual Special Tax for Developed Property in any Fiscal Year commencine the
Special Tax Commencement FY shall be equal to (i) the Annual Special Tax for Facilities�plus
(ii) the Annual Special Ta� for Accrued Interest plus (iii) the Annual Special Tax for Current
Interest.
Resolution No. 2016-0�1
Paee No. 13
The Annual Special Tax for Facilities in an�- Fiscal Yeaz commencina the Special
Taa Commencement FY shall be equal to the Deferred DIF Oblioation on July 1 of the Special
Tax Commencement FY times the Repa}znent Rate in Table 2 below that corresponds with
such Fiscal Year. In each subsequent Fiscal Yeaz, the Annual Specia] Tax for Facilities ti�ill
remain unchaneed until the Deferred DIF Obligation is paid in fuil.
The Annual Special Ta� for Accrued Interest in an} Fiscal Year commencine the
Special Taa Commencement FY shall be equal to the Accrued Interest Oblieation on Jul�� 1 of the
Special Ta� Commencement FY tunes the Repa�ment Rate in Table 2 belo��� that corresponds
Nith such Fiscal 1'ear. In each subsequent Fiscal Year. the Annual Special Tat for Accrued
Interest �°ill remain unchaneed until the Accrued lnterest Obligation is paid in full.
The Annual Special Tax for Current Interest in any Fiscal Year commencine the Special
Tax Commencement FY shall be equal to the Deferred DIF Oblisation on Julv 1 of such Fiscal
Yeaz times the Current Interest Rate in Table 2 belo�� that corresponds N�ith such Fiscal Year.
Table 2 Amortization Table
Fiscal Year Repa��ment Rate Current Interest
Rate
Initial Accrued Interest
Obliaation FY
throuah the Fiscal Yeaz 0% 0%
precedingthe
Special Tah
Commencement FY
Special Tat
Commencement FY throueh the 5% 2%
Special Tah Final FY
4. A7E�I'H011OF?�PPORTIONI7ENT
Commencine «ith the Special Tax Commencement FY and for each follo��ine Fiscal
Year. the CFD Administrator shall apportion the Assigned Special Tar. Obligation as set forth
beloN�.
First: All Original Pazcels that are reflected on the Assessor's Parcel n4aps applicable
to the current Fiscal Year ��ill be assiened a Maximum Special Tax ObliQation and Assigned
Special Tax Oblieation in accordance «ith Section 3 above.
Second: All Original Parcels that are not reflected on the Assessors Parcel A4aps
applicable to the current Fiscal 1'ear �iill be assiened a 1�4aximum Special Taz Obligation and
Assigned Special Ta� Oblieation in accordance ���ith Section 3 above as if such parcels still
e�isted in their pre��ious form.
Resolution No. 2016-0�1
Page No. 14
Third: The Maa:imum 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 Pazcel divided b}�
the amount of Taa:able Acreage coutained in the relevant Original Parcel. The sum of the
Ma�imum Special Tax Obli�ations of each group of Successor Parcels shall be equal to
Ma�imum Special Taa Obligation of the applicable Original Parcel that was determined in the
Second step. Likewise, the sum of the Assigned Special Tax Obligations of each eroup 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 Property
at 100% of the applicable Annual Special Tax.
Successor Pazcels that are assigned a Maximum Special Tax Obligation and an Assigned
Special Tax Obligation in the current Fiscal Year will be considered Original Parcels in the
following Fiscal Year.
Notwithstanding the above, under no circumstances will the Specia] Tax levied in any
Fiscal Year against any Assessors Parcel of Residential Property for which an occupancy permit
for private residential use has been issued be increased as a result of a delinquency or
default in the payment of the Special Tax applicable to any other Assessor's Parcel within
CFD No. 17-I by more than ten percent (10%) above what would have been levied in the
absence of such delinquencies or defaults.
5. COLLECT►ON OF SYECIAL TAXES
Collection of the Annual Special Taac shall be made by the County in the same
manner as ordinary ad valorem property taxes are collected and the Annual Special TaY shall be
subject to the same penalties and the same lien priority in the case of delinquency as ad
valorem taaces; provided, however, that the Council may provide for (i) other means of
collecting the Special T�, including direct billings thereof to the property owners; and (ii)
judicial foreclosure of delinquent Annual Special Taxes.
6. NREPAYMENT OF SPECIAL TAX OBLIGATION
A. Prepa�ment in Full
Property owners may prepay and permanently satisfy the Special TaY Obligation by a
cash settlement with the City as permitted under Govemment Code Section 53344.
The Specia] Tax Obli�ation 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 prepa}�ment may be made with respect to a particular Assessors Parcel
only if there are no delinquent Special Taxes with respect to such Assessor's Parcel at the
time of prepa}�ment. An oN�ner of an Assessor's Parcel eligible to prepa}� the Special Taa
Resolucion No. 2016-0�1
Paee 1�'0. 1�
Oblisation shall pro��ide the CFD Administrator �ith ��Titten notice of intent to prepay, and
desienate or identifi� the compan}� or agenc} that Nill be acting as the escroti aeent, if an��. The
CFD Administrator shall pro��ide the o�+mer ti�ith a statement of the Prepa��ment Amount for such
Assessor's Parcel "�ithin thirtv (30) davs of the request, and ma�� charoe a reasonable fee for
providine this sen�ice. The Prepa}Tnent Amount (defined belo�v) shall�be calculated for each
applicable Assessors Parcel or eroup of Assessors Parcels as summarized below (capitalized
terms as defined belo���):
Deferred DIF Oblieation
plus Accrued Interest Oblieation
plus Prepa«nent Administrative Fees and E�penses
Total: equals Prepa}�ment Amount
.As of the proposed date of prepayment. the Prepa��ment Amount (defined in Step 14
belo��) shall be caiculated as follo���s:
Step No.:
1. Confirm that no Special Ta� delinquencies apply to such Assessors
Parcel.
2. For Assessor's Parcels of Developed Propem�_ determine the Deferred DIF
Oblieation and the Accrued Interest Obligation. For Assessors Parcels of Unde��eloped Propem�
for ���hich a Buildins Permit has been issued, compute the Deferred DIF Oblieation for that
Assessor`s Pazcel as thouah it �vas alread�� desienated as Developed Propert��, based upon the
Buildin� Permit �hich has alreadv been issued for that Assessor's Pazcel.
3. Calculate the administrati��e fees and expenses of CFD tio. 17-I. including
the costs of computation of the prepa}�rnent, the cosu to invest the prepa}�ment proceeds; the costs
of redeeming CFD No. 17-I. and the costs of recordine an�� notices to evidence the prepa}ment
and the redemption (the "Prepa}�ment Administrative Fees `).
4. The amount to prepa� the Special Tax Obligation is equal to the sum of
the amounts computed pursuant to paraeraphs 1, 2 and 3 (the "Prepa}ment Amount").
5. The Prepa}ment ,amount shall be deposited into the Construction Fund.
The amount computed pursnant to pazagraph 3 shall be retained b}` CFD I�io. U-I.
The CFD Administrator ���ill confirm that all pre�ioush le�ied Special Tases ha�e been
paid in full. «�ith respect to an�� Assessor's Parcel for «hich the Special Tak Oblieation is
prepaid in full, once the CFD Administrator has confirmed that all pre��ioush le�ied Special
Takes ha��e been paid, the Council shall cause a suitable notice to be recorded in compliance
�vith the Act. to indicate the prepayment of the Special Ta� and the release of the Special Tas
lien on such Assessor`s Parcel, and the obligation of the onner of such Assessor's Parcel to pa}�
the Special Ta� shall cease.
Resolution No. 2016-0�1
Paee No. 16
B. Nartial Prepa}'ment
The Special Tax on an Assessor's Parcel of De��eloped PropeRy 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 follow�ng formula:
PP = (PE-A) x F+A
These terms have the following meaning:
PP =the partial prepayment
PE =the Prepayment Amount calculated according to Section 6.A
F = the percentage by���hich the owmer of the Assessor's Pazcel(s) is partially prepayin�
the Special Tax Obligation
A = the Prepayment Administrative Fees and Eapenses from Section 6.A
The oN�ner of any Assessor`s Parcel who desires such partial prepayment shall notify the
CFD Administrator of (i) such owners 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 o�mer 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-
[ 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 percentaee (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) Fiscal Years commencing with Special T�
Commencement FY; provided however that the Special Tax will cease to be levied in an earlier
Fiscal Year if the CFD Administrator has determined that all CFD No. 17-I obligations have been
satisfied.
8. EXED4PT[ONS
'l�he CFD Administrator shall classify as Exempt Property (i) Assessor's Parcels of Public
Property, (ii) Assessors Parcels of Property Owner Association Property, or (iii) Assessors
Parcels which are used as places of worship and are exempt from ad valorem property taaes
because they are oN�ned by a religious organization, (iv) Assessor's Parcels with public or utility
Resolution I�'o. 2016-0�1
Paee No. 17
easements mal:ing impractical their utilization for other than the purposes set forth in the
easement, and (v) Assessor`s Parcels of De��eloped Propert}� classified as Non-Residential
Propem as determined reasonabl}�by the CFD Administrator.
If the use of an Assessor`s Parcel of Exempt Propert�� changes so that such Assessor`s
Parcel is no longer classified as one of the uses set forth in the first paraeraph of Section 8
abo��e that would make such Assessor's Parcel elieible to be classified as E�empt Propert��, such
Assessors Parcel shall cease to be dassified as E�empt Propem� and shall be deemed to
be Ta�able Propem�.
9. APPE aLS
An} lando«ner �iho pays the Special Tax and claims the amount of the Special Ta� levied
on his or her .Assessors Parcel is in error shall first consult with the CFD Administrator
regazdine such error not later than thirt��-sia (36) months afrer first havine paid the first
installment of the Special Ta� that is disputed. If follo�vine such consultation the CFD
Administrator determines that an error has occurred. then the CFD Administrator shall tal:e am�
of the follo��ing actions. in order of priorin�_ in order to correct the error:
(i) Amend the Special Ta� le��� on the lando��mers Assessor's Parcel(s) for
the current Fiscal I'ear prior to the pa}ment date.
(ii) Require the CFD to reimburse the lando���ner for the amount oFthe overpa��ment
to the extent of a��ailable CFD funds. or
(iii) Grant a credit aeainst eliminate or reduce the future Special Tases on the
landoNner`s Assessor`s Parcel(s) in the amount of the o��erpayment.
If folloti�ine such consultation and action bv the CFD Administrator the lando«mer
believes such error still exists, such person ma�� file a �vritten notice of appeal �vith the Citv
Council. lipon the receipt of such notice, the Cit�� Council or desienee mav establish such
procedures as deemed necessan to undertake the re�iew of anv such appeaL If the Citv Council
or desienee determines an error still exists. the CFD Administrator shall ta}:e an�� of the actions
described as (i). (ii) and (iii) abo�e. in order of priorit}`_ in order to correct the error.
The Cit� Council or desienee thereof shall interpret this Rate and Method of
Apportionment of Special Ta� for purposes of clarifi�ing anv ambieuities and ma4:e
determinations relative to the administration of the Special Tax and anv lando��ner appeals. The
decision of the Cit�• Council or desienee shall be final.