HomeMy WebLinkAboutReso 2016-225RESOLUTION NO. 2016-225
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA ACTING IN ITS CAPACITY AS THE
LEGISLATIVE BODY OF CFD NO. 18M FORMING AND
ESTABLISHING CFD NO. 18M, AND AUTHORIZING
SUBMITTAL OF THE LEVY OF SPECIAL TAXES OF CFD
NO. 18M TO THE QUALIFIED ELECTORS
WHEREAS, the City Council of the City of Chula Vista, (the "City Council"). has
previously declared its intention to form a community facilities district and ordered the
preparation of a community facilities district report relating to the initiation of proceedings to
create such community facilities district pursuant to the terms and provisions of the "Mello -Roos
Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the
Government Code of the State of California (the "Act") and the City of Chula Vista Community
Facilities District Ordinance enacted pursuant to the powers reserved by the City of Chula Vista
under Sections 3, 5 and 7 of Article XI of the Constitution of the State of California (the
"Ordinance") (the Act and the Ordinance may be referred to collectively as the "Community
Facilities District Law"). This community facilities district shall hereinafter be referred to as
Community Facilities District No. 18M (Otay Ranch Village 3) ("CFD No. 18M"); and
WHEREAS, notice of a public hearing relating to the establishment of the CFD No. 18M,
the extent of CFD No. 18M, the financing of certain types of services and all other related
matters has been given, and a Community Facilities District Report, as ordered by this City
Council, has been presented to this City Council and has been made a part of the record of the
hearing to establish such District; and
WHEREAS, all communications relating to the establishment of CFD No. 18M, the
proposed services and the rate and methods of apportionment of the special tax proposed to be
levied within CFD No. 18M have been presented, and it has further been determined that a
majority protest as defined by law has not been received against these proceedings or the levy of
the special tax within CFD No. 18M; and
WHEREAS, inasmuch as there have been less than twelve (12) registered voters residing
within the territory of CFD No. 18M for at least the preceding ninety (90) days, the authorization
to levy special taxes within CFD No. 18M shall be submitted to the landowners of CFD No.
18M, such landowners being the qualified electors as authorized by law.
NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS:
SECTION 1. Recitals. The above recitals are all true and correct.
SECTION 2. Determinations. It is hereby determined by this City Council that:
A. All prior proceedings pertaining to the formation of CFD No. 18M were valid and
taken in conformity with the requirements of the lave, and specifically the
provisions of the Community Facilities District Law, and that this finding and
determination is made pursuant to the provisions of Government Code Section
53325.1.
Resolution No. 2016-225
Page No. 2
B. The written protests received, if any, do not represent a majority protest as
defined by the applicable provisions of the Community Facilities District Law
and, therefore, the special tax proposed to be levied within CFD No. 18M has not
been precluded by majority protest pursuant to Section 53324 of the Government
Code of the State of California.
C. CFD No. 18M as proposed conforms with the City of Chula Vista Statement of
Goals and Policies Regarding the Establishment of Community Facilities Districts
(the "Goals and Policies"), as amended.
D. Less than twelve (12) registered voters have resided within the territory of CFD
No. 18M for each of the ninety (90) days preceding the close of the public
hearing, therefore, pursuant to the Act the qualified electors of CFD No. 18M
shall be the landowners of CFD No. 18M as such term is defined in Government
Code Section 53317(f) and each such landowner who is the owner of record as of
the close of the public hearing, or the authorized representative thereof, shall have
one vote for each acre or portion of an acre of land that she or he owns within
CFD No. 18M.
E. The time limit specified by the Community Facilities District Law for conducting
an election to submit the levy of the special taxes to the qualified electors of CFD
No. 18M and the requirements for impartial analysis and ballot arguments have
been waived with the unanimous consent of the qualified electors of CFD No.
18M.
F. The City Clerk, acting as the election official, has consented to conducting any
required election on a date which is less than 125 days following the adoption of
any resolution forming and establishing CFD No. 18M.
SECTION 3. Community Facilities District Report. The Community Facilities District
Report, as now submitted by Willdan Financial Services, Special Tax Consultant, shall stand as
the report required pursuant to Government Code Section 53321.5 for all future proceedings and
all terms and contents are approved as set forth therein.
SECTION 4. Name of District. The City Council does hereby establish and declare the
formation of CFD No. 18M known and designated as "Community Facilities District No. 18M
(Otay Ranch Village 3)."
SECTION 5. Boundaries of CFD No. 18M. The boundaries of CFD No. 18M are
generally described as follows:
All property within the boundaries of Community Facilities District No. 18M
(Otay Ranch Village 3), as shown on a boundary map as previously approved by
this legislative body, such map designated "Proposed Boundaries of Community
Facilities District No. 18M (Otay Ranch Village 3), City of Chula Vista, County
of San Diego, State of California," a copy of which is on file in the Office of the
City Clerk. The boundary map of the proposed District has been filed pursuant to
Sections 3111 and 3113 of the Streets and Highways Code of the State of
California in the Office of the County Recorder of the County of San Diego, on
Page 5 of Book 46 of the Book of Maps of Assessment and Community Facilities
Districts for the County of San Diego (the "County").
Resolution No. 2016-225
Page No. 3
SECTION 6. Description of Services. It is the intention of this City Council to finance
certain services (the "Services") that are in addition to those provided in or required for the
territory within CFD No. 18M and will not be replacing services already available. A general
description of the services to be provided is provided in Exhibit "A" attached hereto.
SECTION 7. Special Tax. Except where funds are otherwise available special taxes,
secured by recordation of a continuing lien against all non-exempt real property in CFD No.
18M, are hereby authorized, subject to voter approval, to be levied annually within the
boundaries of such District. For further particulars as to the rate and method of apportionment of
the special taxes proposed to be levied within CFD No. 18M, reference is made to the attached
and incorporated Exhibit "B," which sets forth in sufficient detail the rate and method of
apportionment to allow each landowner or resident within CFD No. 18M to clearly estimate the
maximum amount that such person will have to pay for such services.
The special taxes herein authorized shall be collected in the same manner as ad valorem
property taxes and shall be subject to the same penalties, procedure; sale and lien priority in any
case of delinquency, as applicable for ad valorem taxes; however, as applicable, this legislative
body may, by resolution, establish and adopt an alternate or supplemental procedure as
necessary. Any special taxes that may not be collected on the County tax roll shall be collected
through a direct billing procedure by the Treasurer of the City of Chula Vista, acting for and on
behalf of CFD No. 18M.
Upon recordation of a Notice of Special Tax Lien pursuant to Section 3114.5 of the
Streets and Highways Code of the State of California, a continuing lien to secure each levy of the
special tax shall attach to all non-exempt real property in CFD No. 18M and this lien shall
continue in force and effect until the special tax obligation is prepaid and permanently satisfied
and the lien canceled in accordance with law or until collection of the tax by the legislative body
ceases.
SECTION 8. Special Tax Accountability Measures. Pursuant to and in compliance with
the provisions of Government Code Section 50075.1, this City Council hereby establishes the
following accountability measures pertaining to the levy by CFD No. 18M of the special taxes
described in Section 7 above:
A. Each such special tax shall be levied for the specific purposes set forth in Section
7. above.
B. The proceeds of the levy of each such special tax shall be applied only to the
specific applicable purposes set forth in Section 7. above.
C. CFD No. 18M shall establish a separate account into which the proceeds of each
such special tax shall be deposited.
D. The City Manager or his or her designee; acting for and on behalf of CFD No.
18M, shall annually file a report with the City Council as required pursuant to
Government Code Section 50075.3.
Resolution No. 2016-225
Page No. 4
SECTION 9. Preparation of Annual Tax Roll. The name, address and telephone
number of the office, department or bureau which will be responsible for preparing annually a
current roll of special tax levy obligations by Assessor's parcel number and which shall be
responsible for estimating future special tax levies pursuant to Section 53340.1 of the
Government Code of the State of California, are as follows:
Engineering Department
City of Chula Vista
276 Fourth Avenue
Chula Vista, CA 91910
(619) 691-5021
SECTION 10. Election. This legislative body herewith submits the levy of the special
taxes to the qualified electors of CFD No. 18M, such electors being the landowners within CFD
No. 18M, with each landowner having one (1) vote for each acre or portion thereof of land which
he or she owns within CFD No. 18M.
This legislative body hereby further directs that a separate ballot proposition relating to
the levy of the above referenced special taxes within CFD No. 18M be combined and
consolidated with the proposition set forth in Section 11 below relating to the establishment of an
appropriations limit for CFD No. 18M.
The proposition related to the levy of the special taxes, together with a proposition to
establish an appropriations limit for CFD No. 18M, shall be submitted to the qualified electors of
CFD No. 18M at a special election to be held on (a) November 8, 2016, immediately following
the adoption of this resolution or (b) such other date as the qualified electors and the City Clerk
may mutually agree and such election shall be a special election to be conducted by the City
Clerk (hereinafter referred to as the "Election Official"). If either or both of the propositions for
the levy of the special taxes receive the approval of more than two-thirds (2/3rds) of the votes
cast on the proposition, the special tax thereby approved may be levied as provided for in this
Resolution.
SECTION 11. Ballot Proposals. The ballot proposals to be submitted to the qualified
electors of CFD No. 18M at the election shall generally be as follows:
PROPOSITION A
Shall Community Facilities District No. 18M (Otay Ranch Village 3), subject to
the accountability measures required pursuant to Government Code Section
50075.1, levy a special tax throughout Community Facilities District No. 18M
(Otay Ranch Village 3) pursuant to the rate and method of apportionment attached
as Exhibit "A" to this ballot for the purposes of financing the services described in
Exhibit "B" to this ballot?
Resolution No. 2016-225
Page No. 5
PROPOSITION B
Shall Community Facilities District No. 18M (Otay Ranch Village 3) establish an
Article XIIIB appropriations limit equal to $16,000,000?
SECTION 12. Vote. The appropriate mark placed in the voting square after the word
"YES" shall be counted in favor of the adoption of the proposition, and the appropriate mark
placed in the voting square after the word "NO" in the manner as authorized, shall be counted
against the adoption of such proposition.
SECTION 13. Election Procedure. The Election Official is hereby authorized to take any
and all steps necessary for holding the above election. The Election Official shall perform and
render all services and proceedings incidental to and connected with the conduct of the election,
including but not limited to, the following:
Prepare and furnish the necessary election supplies for the conduct of the election.
2. Cause to be printed the requisite number of official ballots, tally sheets and other
necessary forms.
3. Furnish official ballots for the qualified electors of CFD No. 18M.
4. Cause the official ballots to be presented to the qualified electors, as required by
law.
5. Receive the returns of the election and supplies.
6. Sort and assemble the election material and supplies in preparation for the
canvassing of the returns.
7. Canvass the returns of the election.
8. Furnish a tabulation of the number of votes given in the election.
9. Conduct and handle all other matters relating to the proceedings and conduct of
the election in the manner and form as required by law.
SECTION 14. Effective Date. This Resolution shall become effective immediately upon
its adoption.
Presented
Kelly G. Broughton, FASLA
Director of Development Services
Approved as to form by
len R. ogins � I
Resolution No. 2016-225
Page No. 6
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 8th day of November 2016 by the following vote:
AYES: Councilmembers: Aguilar, Bensoussan, McCann, Miesen, and Salas
NAYS: Councilmembers: None
ABSENT: Councilmembers: None
Mary Iqlas, Mayor
ATTEST:
Donna R. rris, C, City Clerk
STATE OF CALIFORNIA
COUNTY OF SAN DIEGO
CITY OF CHULA VISTA
I, Donna R. Norris, City Clerk of Chula Vista, California, do hereby certify that the foregoing
Resolution No. 2016-225 was duly passed, approved, and adopted by the City Council at a
regular meeting of the Chula Vista City Council held on the 8th day of November 2016.
Executed this 8th day of November 2016.
Donna R. rris, C C, City Clerk
Resolution No. 2016-225
Page No. 7
EXHIBIT "A"
Community Facilities District No. 18M
(Otay Ranch Village 3)
DESCRIPTION OF SERVICES
The types of services (the "Services") to be funded by special taxes levied within CFD No. 18M
shall include maintenance, servicing and replacement of (a) landscaping, including, but not
limited to, trees, shrubs, grass, other ornamental vegetation located in or on slopes, parkways and
medians; (b) facilities that are directly related to storm water quality control; (c) walls and
fencing; and (d) trails (collectively, the "Improvements") located in public right-of-way, property
owned by the City of Chula Vista ("City") or property over which the City has an easement
authorizing the City to maintain such landscaping, facilities, walls and fencing and trails.
For purposes of this description of the Services to be funded by the levy of Special Taxes within
CFD No. 18M, "maintenance" includes, but is not limited to, the furnishing of services and
materials for the ordinary and usual maintenance, operation, and servicing of any of the
Improvements, including:
(a) Repair, removal, or replacement of all or any part of any Improvement.
(b) Providing for the life, growth, health, and beauty of landscaping, including cultivation,
irrigation, trimming, spraying, fertilizing, or treating for disease or injury.
(c) The removal of trimmings, rubbish, debris, silt, and other solid waste.
(d) The cleaning, sandblasting, and painting of walls and other Improvements to remove or cover
graffiti.
(e) The elimination, control, and removal of rodents and vermin.
(f) The maintenance and cleaning of drainage and other storm water control facilities required to
provide storm water quality control.
"Service" or "servicing" means the furnishing of:
(a) Electric current or energy, gas, or other illuminating agent for any public lighting facilities or
for the lighting or operation of any other Improvements.
(b) Water for the irrigation of any landscaping or the operation or maintenance of any other
Improvements.
For purposes of this description of the Services to be funded by the levy of Special Taxes within
CFD No. 18M, "administrative expenses" means the actual or estimated costs incurred by the
City, acting for and on behalf of CFD No. 18M as the administrator thereof to determine, levy
and collect the Special Taxes within CFD No. 18M, including salaries of City employees and a
proportionate amount of the City's general administrative overhead related thereto, and the fees
of consultants and legal counsel providing services related to the administration of CFD No.
18M; the costs of collecting installments of the Special Taxes levied within CFD No. 18M; and
any other costs required to administer CFD No. 18M as determined by the City.
Resolution No. 2016-225
Page No. 8
EXHIBIT "B"
Community Facilities District No. 18M
(Otay Ranch Village 3)
City of Chula Vista
Community Facilities District No. 18M
(Otay Ranch Village 3)
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels of Taxable Property
within the boundaries of Community Facilities District No. 18M (Otay Ranch Village 3) of the
City of Chula Vista and collected each Fiscal Year commencing with Fiscal Year 2017-18 in an
amount determined by the CFD Administrator through the application of the procedures
described below. All of the real property within CFD No. 18M, unless exempted by law or by
the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein
provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre" or "Acreage" means the land 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 Subdivision Map, other final map, other parcel map, other condominium
plan, or functionally equivalent map or instrument recorded in the Office of the County
Recorder. The square footage of an Assessor's Parcel is equal to the Acreage multiplied by
43,560.
"Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5,
Part 1, Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the actual or estimated costs incurred by the City, acting for
and on behalf of the CFD as the administrator thereof, to determine, levy and collect the
Special Taxes, including salaries of City employees and a proportionate amount of the City's
general administrative overhead related thereto, and the fees of consultants and legal counsel
providing services related to the administration of the CFD; the costs of collecting installments
of the Special Taxes; and any other costs required to administer the CFD as determined by the
City.
Resolution No. 2016-225
Page No. 9
"Assessor's Parcel" or "Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an
assigned assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating
parcels by assessor's parcel number.
"CFD Administrator" means an official of the City, or designee thereof, responsible for
determining the Special Tax Requirement and providing for the levy and collection of the
Special Taxes.
"CFD No. 18M" or "CFD" means Community Facilities District No. 18M (Otay Ranch Village 3) of
the City of Chula Vista.
"City" means the City of Chula Vista.
"Community Purpose Facility Property" or "CPF Property" means all Assessor's Parcels which
are classified as community purpose facilities and meet the requirements of City Ordinance No.
2883.
"Construction Cost Index" means, for any Fiscal Year, the applicable Construction Cost Index
for the City of Los Angeles as set forth in the Engineering News Record for July of such Fiscal
Year. In the event that this rate is no longer published or provided, the CFD Administrator shall
choose a comparable rate to use in its place.
"Consumer Price Index for Urban Wage Earners and Clerical Workers" or "CPI -W" means the
applicable CPI -W as set forth by the United States Department of Labor, Bureau of Labor
Statistics for July of such Fiscal Year. In the event that this rate is no longer published or
provided, the CFD Administrator shall choose a comparable rate to use in its place.
"Council" means the City Council of the City, acting as the legislative body of the CFD.
"County" means the County of San Diego, California.
"Developed Property" means all Taxable Property for which a building permit was issued prior
to the March 1st preceding the Fiscal Year in which the Special Tax is being levied.
"Dwelling Unit" or "DU" means each separate residential dwelling unit that comprises an
independent facility capable of conveyance or rental separate from adjacent residential
dwelling units.
"Exempt Property" means all Assessor's Parcels within CFD No. 18M that are exempt from the
Special Taxes pursuant to law or Section F herein.
"Final Subdivision Map" means a subdivision of property creating residential or non-residential
buildable lots by recordation of a final subdivision map or parcel map pursuant to the
Subdivision Map Act (California Government Code Section 66410 et seq.), or recordation of a
condominium plan pursuant to California Civil Code 1352, that creates individual lots for which
building permits may be issued without further subdivision and is recorded prior to March 1
preceding the Fiscal Year in which the Special Tax is being levied.
"Fiscal Year" means the period starting July 1 and ending on the following June 30.
"Land Use Class" means any of the classes listed in Table 1.
Resolution No. 2016-225
Page No. 10
"Maximum Special Tax Basis" means the amount determined in accordance with Section C
below that represents the actual costs associated with providing the Services funded by CFD
No. 18M.
"Maximum Special Tax" means the maximum Special Tax, determined in accordance with
Section C below that may be levied in any Fiscal Year on any Assessor's Parcel of Taxable
Property.
"Multi -Family Property" means all Assessor's Parcels of Residential Property consisting of two
or more for -rent Dwelling Units that share common walls, including, but not limited to,
apartments and townhomes that are not for sale to an end user and are under common
management.
"Non -Residential Property" means all Assessor's Parcels of Developed Property for which a
building permit(s) has been issued for a structure or structures for non-residential use.
"Otay Water District Commodity Rate" means the maximum rate charged by the Otay Water
District for recycled water on July 15Y of any Fiscal Year. In the event that this rate is no longer
published or provided, the CFD Administrator shall choose a comparable rate to use in its place.
"Property Owner Association Property" means any property within the boundaries of the CFD
that is owned by, or irrevocably dedicated as indicated in an instrument recorded with the
County Recorder to, a property owner association, including any master or sub -association.
"Public Property" means any property within the boundaries of the CFD that is, at the time of
the CFD formation, expected to be used for any public purpose and is owned by or dedicated to
the federal government, the State, the County, the City or any other public agency.
"Reserve Fund" means a fund that shall be maintained for the CFD each Fiscal Year to provide
necessary cash flow for the first six months of each Fiscal Year, working capital to cover
monitoring, maintenance and repair cost overruns and delinquencies in the payment of Special
Taxes and a reasonable buffer to prevent large variations in annual Special Tax levies.
"Residential Property" means all Assessor's Parcels of Developed Property for which a building
permit(s) has been issued for purposes of constructing one or more residential dwelling unit(s).
"Services" means those authorized services that may be funded by CFD No. 18M pursuant to
the Act, as amended, including, without limitation, those services authorized to be funded by
CFD No. 18M as set forth in the documents adopted by the City Council at the time CFD No.
18M was formed.
"Single Family Attached Property" means all Assessor's Parcels of for -sale Residential Property
consisting of one or more Dwelling Unit(s) that share common walls with one or more other
Dwelling Unit(s), including, but not limited to, duplexes, triplexes, townhomes, and
condominiums.
"Single Family Detached Property" means all Assessor's Parcels of Residential Property
consisting of a single Dwelling Unit.
Resolution No. 2016-225
Page No. 11
"Special Tax" means the Special Tax levied pursuant to the provisions of sections C and D
below in each Fiscal Year on each Assessor's Parcel of Developed Property and Undeveloped
Property in CFD No. 18M to fund the Special Tax Requirement.
"Special Tax Requirement" means the amount, as determined by the CFD Administrator, for
any Fiscal Year to: (i) pay the costs of providing the Services during such Fiscal Year, (ii) pay
Administrative Expenses associated with the Special Tax, (iii) establish or replenish the Reserve
Fund, (iv) pay incidental expenses related to the Services as authorized pursuant to the Act, (v)
fund an amount equal to a reasonable estimate of delinquencies expected to occur in the Fiscal
Year in which the Special Tax will be levied ("Estimated Special Tax Delinquency Amount") and
(vi) fund the shortfall, if any, in the Special Tax revenues collected in the preceding Fiscal Year
necessary to fund the Special Tax Requirement for Services for such Fiscal Year where such
shortfall resulted from delinquencies in the payment of Special Taxes in such Fiscal Year that
exceeded the Estimated Special Tax Delinquency Amount included in the Special Tax
Requirement for Services for such Fiscal Year, less (vii) any funds available in the Reserve Fund
or other funds associated with CFD No. 18M.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of CFD No. 18M
of the CFD that are not exempt from the Special Tax pursuant to law or as defined below.
"Undeveloped Property" means, for each Fiscal Year, all Taxable Property not classified as
Developed Property.
B. ASSIGNMENT TO CATEGORIES OF SPECIAL TAX
Each Fiscal Year, beginning with Fiscal Year 2017-18, using the definitions above, each
Assessor's Parcel within CFD No. 18M shall be classified by the CFD Administrator as Taxable
Property or Exempt Property. In addition, each such Fiscal Year, each Assessor's Parcel of
Taxable Property shall be further classified by the CFD Administrator as Developed Property or
Undeveloped Property.
Developed Property shall be further assigned to a Land Use Class as specified in Table 1.
The Land Use Class of each Assessor's Parcel of Residential Property or Non -Residential
Property shall be determined based on the records of the County Assessor or other.such
information provided by the City. Commencing with Fiscal Year 2017-18 and for each
subsequent Fiscal Year, Developed Property shall be subject to the levy of Special Taxes
pursuant to Section C below.
In some instances, an Assessor's Parcel of Developed Property may contain more than one
Land Use Class. The Maximum Special Tax levied on such Assessor's Parcel shall be the sum of
the Maximum Special Taxes for all Land Use Classes located on that Assessor's Parcel.
Resolution No. 2016-225
Page No. 12
C. MAXIMUM SPECIAL TAX RATE
1. Developed Property
The Maximum Special Tax for any Assessor's Parcel classified as Developed Property
shall be determined by reference to Table 1 and the paragraphs that follow Table 1.
TABLE 1
Maximum Special Tax Basis for Developed Property
Community Facilities District No. 18M
(Fiscal Year 2016-17)
The Maximum Special Tax Basis shall be equal to the sum of Maximum Special Tax Basis
for Labor, Maximum Special Tax Basis for Water and Maximum Special Tax Basis for Asset
Replacement as shown in Table 1 above.
In determining the Maximum Special Tax Basis, the components of the Maximum Special
Tax Basis for each Land Use Description shall be increased in the 2017-18 Fiscal Year, and each
Fiscal Year thereafter, as follows:
the annual percentage change of the Maximum Special Tax Basis for Labor
shall be equal to the annual percentage change in the Consumer Price Index
for Urban Wage Earners and Clerical Workers (CPI -W); and
ii. the annual percentage change of the Maximum Special Tax Basis for Water
shall be equal to the annual percentage change in the Otay Water District
Commodity Rate; and
iii. the annual percentage change of the Maximum Special Tax Basis for Asset
Replacement shall be equal to the annual percentage change in the
Engineering News Record Construction Cost Index for the Los Angeles Area.
The Fiscal Year 2016-17 Maximum Special Tax shall be equal to the Fiscal Year 2016-17
Maximum Special Tax Basis. In each subsequent Fiscal Year, the Maximum Special Tax shall be
Maximum
Maximum
Maximum
Special Tax
Special Tax Basis
Special Tax
Basis for
for Asset
Maximum
Land Use Class
Basis for Labor
Water
Replacement
Special Tax Basis
Single Family
$ 912.16
$ 341.42
$ 255.70
$1,509.28
Detached Property
Single Family
$ 729.73
$ 273.14
$ 204.56
$1,207.43
Attached Property
Multi -Family
$ 72.97
$ 27.31
$ 20.46
$120.74
Property
Non -Residential
$3,648.64
$1,365.68
$1,022.82
$6,037.13
Property
The Maximum Special Tax Basis shall be equal to the sum of Maximum Special Tax Basis
for Labor, Maximum Special Tax Basis for Water and Maximum Special Tax Basis for Asset
Replacement as shown in Table 1 above.
In determining the Maximum Special Tax Basis, the components of the Maximum Special
Tax Basis for each Land Use Description shall be increased in the 2017-18 Fiscal Year, and each
Fiscal Year thereafter, as follows:
the annual percentage change of the Maximum Special Tax Basis for Labor
shall be equal to the annual percentage change in the Consumer Price Index
for Urban Wage Earners and Clerical Workers (CPI -W); and
ii. the annual percentage change of the Maximum Special Tax Basis for Water
shall be equal to the annual percentage change in the Otay Water District
Commodity Rate; and
iii. the annual percentage change of the Maximum Special Tax Basis for Asset
Replacement shall be equal to the annual percentage change in the
Engineering News Record Construction Cost Index for the Los Angeles Area.
The Fiscal Year 2016-17 Maximum Special Tax shall be equal to the Fiscal Year 2016-17
Maximum Special Tax Basis. In each subsequent Fiscal Year, the Maximum Special Tax shall be
Resolution No. 2016-225
Page No. 13
increased by an amount not less than two percent (2%) and not greater than six percent (6%)
that results in a minimal absolute difference from the Maximum Special Tax Basis for that Fiscal
Year.
2. Other Property Types
No Special Tax shall be levied on Undeveloped Property or Exempt Property.
D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2017-18, and for each subsequent Fiscal Year, the CFD
Administrator shall levy the Special Tax on all Taxable Property of CFD No. 18M until the total
amount of Special Tax levied equals the Special Tax Requirement. The Special Tax shall be levied
Proportionately on each Assessor's Parcel of Developed Property within CFD No. 18M up to
100% of the applicable Maximum Special Tax to satisfy the Special Tax Requirement.
Notwithstanding the above, under no circumstances will the Special Tax levied against any
Assessor's Parcel of Residential Property for which an occupancy permit for private residential
use has been issued be increased as a consequence of delinquency or default by the owner of
any other Assessor's Parcel within the CFD by more than ten percent (10%) above what such
Special Tax would have been in the absence of delinquencies.
E. PREPAYMENT OF THE SPECIAL TAX
The Special Tax shall be levied in perpetuity for the purpose of financing ongoing
authorized Services and therefore may not be prepaid.
F. EXEMPTIONS
The City Council shall classify as Exempt Property: (i) Public Property, (ii) Property Owner
Association Property, (iii) CPF Property, (iv) Assessor's Parcels with public or utility easements
making impractical their utilization for other than the purposes set forth in the easement,
including but not limited to property designated for open space, trails, pathways, parks or park
and recreation related facilities, and (v) property reasonably designated by the City or CFD
Administrator as Exempt Property due to deed restrictions, conservation easement, or similar
factors.
G. 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:
Resolution No. 2016-225
Page No. 14
i. Amend the Special Tax levy on the landowner's Assessor's Parcel(s) for the
current Fiscal Year prior to the payment date,
ii. Require the CFD to reimburse the landowner for the amount of the
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.
H. MANNER OF COLLECTION
Special Taxes levied pursuant to Section D above shall be collected in the same manner
and at the same time as ordinary ad valorem property taxes, provided that the CFD
Administrator may directly bill the Special Tax, may collect Special Taxes at a different time or in
a different manner if necessary to meet the financial obligations of the CFD or as otherwise
determined appropriate by the CFD Administrator.
I. I. TERM OF SPECIAL TAX
Taxable Property in the CFD shall remain subject to the Special Tax in perpetuity.