HomeMy WebLinkAboutReso 2021-056RESOLUTION NO. 2021-056
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF
THE BAYFRONT PROJECT SPECIAL TAX FINANCING
DISTRICT, MAKING CERTAIN DETERMINATIONS,
CALLING A SPECIAL MAIL BALLOT ELECTION AND
SUBMITTING TO THE QUALIFIED ELECTORS OF SUCH
DISTRICT A PROPOSITION TO AUTHORIZE CHANGES TO
THE RATE AND METHOD OF APPORTIONMENT OF
SPECIAL TAXES AUTHORIZED TO BE LEVIED THEREIN
AND EXPAND TERRITORY WHEREIN IMPROVEMENTS
MAY BE LOCATED AND SERVICES MAY BE PROVIDED
WHEREAS, the City Council (“City Council”) of the City of Chula Vista (the “City”), has
previously initiated proceedings, held a public hearing, formed the Bayfront Project Special Tax
Financing District (the “District”) by the adoption of Resolution No. 2019-220 on November 19,
2019 (“Resolution No. 2019-220”), conducted an election and received a favorable vote from the
qualified electors of the District, authorizing the levy of special taxes in the District, all as
authorized pursuant to Chapter 3.61 of the Chula Vista Municipal Code (Chapter 3.61); and
WHEREAS, City and the San Diego Unified Port District (the “Port District”) entered into
that certain Joint Community Facilities Agreement (Chula Vista Bayfront Project Special Tax
Financing District), as amended and restated by the Amended and Restated Joint Community
Facilities Agreement as set forth in Exhibit A attached hereto and incorporated herein by this
reference (the “Amended and Restated JCFA”) to set forth the essential terms for the allocation
and payment of special tax revenues generated from the District; and
WHEREAS, the qualified electors of the District, voting in a special mail ballot election
held on February 18, 2020, approved Proposition A which authorized the District to levy special
taxes at rates not to exceed 5% of Rent annually charged on Hotel Property and Campsite Property
(as such terms are defined Resolution No. 2019-220) within the District pursuant to a rate and
method of apportionment of such special taxes (the rate and method of apportionment of special
taxes approved shall be referred to as the “Existing RMA”); and
WHEREAS, Resolution No. 2019-220 set forth a limitation on territory wherein the
Improvements (as defined in Resolution No. 2019-220) could be located and wherein the Services
(as defined in Resolution No. 2019-220) could be provided; and
WHEREAS, on February 16, 2021, the City Council, acting as the legislative body of the
District, adopted its Resolution No. 2021-030 (the “Resolution of Consideration”) declaring its
intent to consider changes to the District (the “Change Proceedings”) to: (1) modify the Existing
RMA, so that the rate and method of apportionment of special taxes authorized to be levied within
the District shall read as set forth in Exhibit B attached hereto and incorporated herein by this
reference (the “Amended RMA”) and (2) expand the territory wherein the Improvements may be
located and the Services may be provided, so that the Improvements shall be located, and the
Services shall be provided, within or outside of the CVBMP (as defined in the Amended and
Restated JCFA) territory, subject to the priorities established in the Amended and Restated JCFA;
and
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WHEREAS, the Resolution of Consideration set a public hearing to be held on April 13,
2021 (the “Public Hearing”) and notice of the Public Hearing has been given in the form and
manner required by Chapter 3.61; and
WHEREAS, pursuant to the Resolution of Consideration, the City Council directed that a
report (the “Amended Report”) be filed, at or before the time of the Public Hearing to reflect the
Amended RMA and the expansion of territory where the Improvements shall be located and the
Services shall be provided and that the Amended Report shall be made a part of the record of the
Public Hearing; and
WHEREAS, the Amended Report was timely filed with the City Council; and
WHEREAS, at the time and place for the Public Hearing, the City Council opened and held
the Public Hearing and all persons interested, including, but not limited to, all taxpayers and
property owners within the District were given an opportunity to appear and be heard and to present
any matters relating to the Amended RMA and the expansion of territory wherein the
Improvements may be located and the Services shall be provided, in accordance with the current
format of City Council meetings pursuant to the Governor of the State of California’s Executive
Order N-29-20; and
WHEREAS, all communications relating to the Amended RMA and the expansion of
territory wherein the Improvements may be located and the Services shall be provided have been
presented, and it has further been determined by this City Council that a majority protest as
specified by Chapter 3.61 has not been received against the Amended RMA or the expansion of
territory wherein the Improvements may be located and the Services may be provided; and
WHEREAS, pursuant to Chapter 3.61 it is necessary that the City Council submit to the
qualified electors of the District a proposition (the “Proposition”) to authorize the Amended RMA
and to expand territory wherein improvements may be located and services may be provided; and
WHEREAS, Chapter 3.61 provides that the election called for the purpose of submitting
the Proposition to the qualified electors of the District must be held at least 90 days, but not more
than 180 days following the Public Hearing; and
WHEREAS, the City Council, acting as the legislative body of the District, desires to call
a special mail ballot election (the “Election”) to be held on July 13, 2021 (the “Election Date”) for
the purpose of submitting the Proposition to the qualified electors; and
WHEREAS, Chapter 3.61 provides that if the Election is to be held less than 125 days
following the Public Hearing, the concurrence of the official conducting the election shall be
required; and
WHEREAS, the City Clerk, as the official designated pursuant to Chapter 3.61 as the
official to conduct the Election (the “Election Official”), has concurred with the shortening of time
for conducting the Election to the Election Date.
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NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF THE BAYFRONT PROJECT
SPECIAL TAX FINANCING DISTRICT, AS FOLLOWS:
SECTION 1. Recitals. The above recitals are all true and correct.
SECTION 2. Determinations. It is hereby determined by the City Council that:
A. All prior proceedings pertaining to the Change Proceedings were valid and taken
in conformity with the requirements of the law, and specifically the provisions of
Chapter 3.61, and that this finding and determination is made pursuant to the
provisions of Chapter 3.61.
B. The written protests received, if any, do not represent a majority protest as defined
by the applicable provisions of Chapter 3.61 and as applied to the District, the
Amended RMA or the expansion of territory where in the Improvements may be
located and the Services may be provided have not been precluded by majority
protest pursuant to Chapter 3.61.
C. The Change Proceedings conform to the provisions of Chapter 3.61.
D. The Registrar of Voters of the County of San Diego has certified that no person is
registered to vote within the territory of the District.
E. The Amended Report, as submitted by Willdan Financial Services, special tax
consultant, shall be made a part of the record of the Public Hearing.
SECTION 3. Findings and Declaration. The City Council hereby specifically finds and
declares that the vote in the Election called by this Resolution shall be by the Landowners (as such
term is defined in Chapter 3.61) as the qualified electors of the District pursuant to Chapter 3.61
and the applicable provisions of the Elections Code of the State of California (the “Elections
Code”). Each Landowner, or the authorized representative thereof, shall have one (1) vote for
each acre or portion of an acre of land owned within the District.
SECTION 4. Call of Election. The City Council hereby calls and schedules the Election
on the Proposition to be held on the Election Date.
SECTION 5. Proposition. If the Proposition receives the approval of two-thirds (2/3)
or more of the votes cast the changes shall be implemented by the City Council, acting as the
legislative body of the District, in a resolution of change, determining that such changes are
lawfully authorized, as provided by Chapter 3.61.
SECTION 6. The Proposition. The Proposition to be submitted to the qualified electors
at the election shall generally be as follows:
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PROPOSITION A
Shall the measure to amend the Bayfront Project Special Tax
Financing District to: (a) increase the maximum special tax levy rate
to 5.5% until June 30, 2060, with downward adjustments thereafter,
raising an estimated $33,000,000 annually; (b) extend the term of
the authorization to levy the special tax until June 30, 2086; (c)
expand the territory wherein improvements may be located and
services provided; and (d) make minor procedural changes, all as set
forth in Resolution No. ---- accompanying this ballot, be approved?
Yes _____
No _____
SECTION 7. Vote. The appropriate mark placed on the line following the word “YES”
shall be counted in favor of the adoption of the Proposition, and the appropriate mark placed on
the line following the word “NO” in the manner as authorized, shall be counted against the
adoption of the Proposition.
SECTION 8. Election Procedure. The Election Official is hereby authorized to take any
and all steps necessary for the holding the Election. The Election Official shall perform and render,
or cause to be performed and rendered, all services and proceedings incidental to and connected
with the conduct of the Election, which services shall include, but not be limited to, the following
activities as are appropriate to the Election:
A. Prepare and furnish to the election officers necessary election supplies for the
conduct of the Election.
B. Print the requisite number of official ballots, tally sheets and other necessary forms.
C. Furnish and address official ballots for the qualified electors.
D. Deliver the official ballots to the qualified electors or their authorized
representatives, as required by law.
E. Receive the returns of the Election materials and supplies.
F. Sort and assemble the Election materials and supplies in preparation for the
canvassing of the returns.
G. Canvass the returns of the Election.
H. Furnish a tabulation of the number of votes given in the Election.
I. Conduct and handle all other matters relating to the proceedings and conduct of the
election in the manner and form as required by law.
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SECTION 9. Arguments and Impartial Analysis.
A. The City Council authorizes (i) any member(s) of the City Council and (ii) any
Landowner eligible to vote on the Proposition, and/or an organization or association
meeting the requirements of Elections Code Section 9287(b), to file written
arguments in favor of or against the Proposition set forth in Section 6 of this
Resolution, and may change the argument until and including April 27, 2021, after
which no arguments for or against the Proposition may be submitted to the Election
Official. Arguments in favor of or against the Proposition shall each not exceed
300 words in length. Each argument shall be filed with the Election Official,
signed, and include the printed name(s) and signature(s) of the author(s) submitting
it, or if submitted on behalf of an organization, the name of the organization, and
the printed name and signature of at least one of its principal officers who is the
author of the argument. The author(s) of an argument may allow additional persons
to sign the argument at the discretion of the author(s). The additional signers are
not required to meet the qualifications specified in Elections Code Section 9282.
B. The Election Official shall comply with all provisions of law establishing priority
of arguments for printing and distribution to the voters, and shall take all necessary
actions to cause the selected arguments to be printed and distributed to the voters.
C. Pursuant to Section 9280 of the Elections Code, the City Council directs the
Election Official to transmit a copy of the Proposition to the City Attorney. The
City Attorney shall prepare an impartial analysis of the Proposition, not to exceed
500 words in length, showing the effect of the Proposition on the existing law and
the operation of the Proposition. The City Attorney shall transmit such impartial
analysis to the Election Official, who shall cause the analysis to be published in the
voter information guide along with the Proposition as provided by law. The
impartial analysis shall be filed by the deadline set for filing of arguments as set
forth in subsection (A) above. The impartial analysis shall include a statement
indicating whether the Proposition was placed on the ballot by a petition signed by
the requisite number of voters or by the City Council.
D. The provisions of this Section 9 herein shall apply only to the Election and shall
then be repealed.
SECTION 10. Rebuttals.
A. Pursuant to Section 9285 of the Elections Code, when the Election Official has
selected the arguments for and against the Proposition which will be printed and
distributed to the voters, the Election Official shall send copies of the argument in
favor of the measures to the authors of the argument against, and copies of the
argument against to the authors of the argument in favor. The authors or persons
designated by them may prepare and submit rebuttal arguments not exceeding 250
words. The rebuttal arguments shall be filed with the Election Official not later
than May 7, 2021. Rebuttal arguments shall be printed in the same manner as the
direct arguments. Each rebuttal argument shall immediately follow the direct
argument which it seeks to rebut.
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B. The provisions of this Section 10 herein shall apply only to the Election and shall
then be repealed.
SECTION 11. Public Examination. Pursuant to Elections Code Section 9295, the
Proposition, the impartial analysis, the arguments for and against and the rebuttal arguments, if
any, will be available for public examination for no fewer than ten (10) calendar days immediately
following the filing deadline for those materials. The Election Official shall post notice in the
Election Official’s office of the specific dates that the examination period will run.
SECTION 12. Additional Election Provisions. The Election shall be subject to the
following additional provisions:
A. For the Proposition set forth in Section 6, each Landowner who is the owner of
record as of the close of the Public Hearing or any subsequent owner if the City
Clerk is informed, by reliable evidence, of a change in ownership after that time
and at least 24 hours before the deadline to submit ballots, or the authorized
representative thereof, shall have one vote for each acre or portion of an acre of
land that such Landowner owns within the District.
B. The Election shall be conducted by mailed ballot, there shall be no polling places
for the Election, and 12:00 p.m. on the Election Date is set as the deadline for ballots
to be received by the Election Official.
C. The Election Official is authorized and directed to publish the notice of the
Election, following the adoption of this Resolution, in the Star News.
D. All ballots shall be mailed by the Election Official to the Landowners no sooner
than June 14, 2021 and all voted ballots are required to be received by the Election
Official not later than 12:00 p.m. on the Election Date in order to be counted.
E. The Election shall be held and conducted, and the votes canvassed and the returns
made, and the results determined, as provided herein, and in all particulars not
prescribed in this Resolution, the Election shall be held and conducted and the votes
received and canvassed in the manner provided by law for holding special elections
consistent with Chapter 3.61.
F. The Election Official shall commence the canvass of the returns of the Election as
soon as possible following the deadline for ballots to be received and shall report
the returns to the City Council at its next regularly scheduled meeting following the
conclusion of the canvass.
G. Upon receipt of the report of the returns, the City Council may, by resolution,
declare the results of the Election.
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Presented by Approved as to form by
Tiffany Allen Glen R. Googins
Director of Development Services City Attorney
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 13th day of April 2021 by the following vote:
AYES: Councilmembers: Cardenas, Galvez, McCann, Padilla, and Casillas Salas
NAYS: Councilmembers: None
ABSENT: Councilmembers: None
Mary Casillas Salas, Mayor
ATTEST:
Kerry K. Bigelow, MMC, City Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO )
CITY OF CHULA VISTA )
I, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing
Resolution No. 2021-056 was duly passed, approved, and adopted by the City Council at a regular
meeting of the Chula Vista City Council held on the 13th day of April 2021.
Executed this 13th day of April 2021.
Kerry K. Bigelow, MMC, City Clerk
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AMENDED AND RESTATED JOINT COMMUNITY FACILITIES AGREEMENT
[Chula Vista Bayfront Project Special Tax Financing District]
This AMENDED AND RESTATED JOINT COMMUNITY FACILITIES AGREEMENT
(“Agreement”) is entered into as of February ___, 2021 by and between the City of
Chula Vista, a California chartered municipal corporation (“City”) and the San Diego
Unified Port District, a public corporation (“District”). The City and District may be
individually referred to herein as, a “Party”, and collectively as, the “Parties”.
RECITALS
WHEREAS, the City and District are parties to that certain Joint Community Facilities
Agreement dated February 24, 2020 filed in the office of the District Clerk as Document
No. 72175 (the “Original JCFA”); and
WHEREAS, the City has formed the Bayfront Project Special Tax Financing District
(“Financing District”) pursuant to Chapter 3.61 of the City Municipal Code to levy special
taxes (“Special Taxes”) to generate special tax revenue (“Special Tax Revenues”) from
the Financing District Area (defined below) to pay for the financing or construction of
certain public infrastructure improvements and the financing of the construction of a
convention center to be located on parcel H-3 of the CVBMP Area (defined below)
(“Convention Center”); and
WHEREAS, RIDA Chula Vista, LLC (“RIDA”) will construct and finance a resort hotel on
parcel H-3 of the CVBMP Area (“Hotel”); and
WHEREAS, a map showing the boundaries of the Chula Vista Bayfront Master Plan
(“CVBMP”) is attached hereto as Exhibit A (“CVBMP Area”); and
WHEREAS, a map showing the boundaries of the Financing District is attached hereto
as Exhibit B (“Financing District Area”); and
WHEREAS, the Financing District Area includes areas outside the CVBMP Area; and
WHEREAS, collection of Special Tax Revenues commenced on July 1, 2020
(“Collection Date”); and
WHEREAS, the Parties desire to amend and restate in its totality the Original JCFA as
set forth herein; and
WHEREAS, the legislative body of each Party has determined that this Agreement will
be beneficial to the residents and tenants of and visitors to the Financing District Area.
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NOW THEREFORE, in consideration of the mutual promises set forth herein, and other
valuable consideration, the receipt and sufficiency of which is hereby acknowledged,
the Parties agree as follows:
1. Parties: The Parties to the Agreement are the District and the City.
2. Term: The term of the Agreement commenced on February 24, 2020, the
effective date of the Original JCFA, and terminates concurrent with the
termination of the Financing District.
3. Purpose: The purpose of this Agreement is to set forth the essential terms for the
allocation and payment of Special Tax Revenues for the financing, development,
operation, maintenance, and servicing of various improvements, in accordance
with agreed upon priorities, all as more particularly set forth herein.
4. Financing District Formation Documents: On November 5, 2019, the City
Council of the City of Chula Vista (“City Council”) adopted certain formation
documents for the Financing District attached as Exhibit C to the Original JCFA
(“Original Financing District Formation Documents”). In connection with this
amendment and restatement of the Original JCFA, the City intends to propose
certain revisions to the Original Financing District Formation Documents to the
City Council at its regularly held Council meeting on February 16, 2021, such
revised documents to be, in substantially the form attached hereto as Exhibit C
(“Revised Financing District Formation Documents”). If approved by the City
Council and the qualified electors in the Financing District, the Revised Financing
District Formation Documents will result in a change in the “Maximum Annual
Special Tax Rate” set forth in the Financing District Formation Documents from
5% to 5.5%, which change shall be effective following an adoption by the City
Council of a revised ordinance levying the Special Taxes at the increased rate;
provided that such increase shall not be retroactive to the Collection Date. The
District shall have the right to vote in the special election to be called by the City
Council with respect to the Revised Financing District Formation Documents and
on any future material changes to the Financing District Formation Documents in
accordance with applicable provisions of Chapter 3.61 or the Mello-Roos
Community Facilities Act of 1982.
5. Allocation and Reimbursement of Special Tax Revenues:
5.1 Priorities for Allocation of Special Tax Revenues: To the extent available,
Special Tax Revenues shall be used in the following priority:
(1) to pay for the financing of the construction of the Convention Center
and certain public infrastructure improvements financed through Authority
Bonds (defined below) (collectively, the “Priority Improvements”);
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(2) to pay for the construction or the financing of public improvements that
are either located within the CVBMP Area or outside the CVBMP Area, but
located within the City of Chula Vista, if required as mitigation measures,
project design features, or otherwise required in the Project Approvals
(defined below) to be performed by the City or the District as required
(including obtaining permits and certificate of occupancy) to allow for the
Hotel and Convention Center to operate (“Other Improvements”);
(3) to pay for the operation, maintenance, servicing and replacement costs
of the public infrastructure described in Item Nos. 1 and 2 above, except
for the Convention Center (“Priority O&M”); or
(4) to pay for the construction or financing of other public improvements as
described in Exhibit D that are located in or immediately adjacent to the
Financing District Area and that are not Priority Improvements or Other
Improvements (“Additional Improvements”), and the operation,
maintenance, servicing and replacement costs of any Additional
Improvements and other “Authorized Services” as described in Exhibit E
(“Additional O&M”).
The term “Project Approvals” shall mean the Project EIR (defined below),
the Port Master Plan, any Coastal Development Permit, and any
agreements related to the CVBMP Area. Upon completion of any of the
Priority Improvements, any expansions, replacements, or other capital
enhancements to the Priority Improvements shall be treated as “Other
Improvements” under the terms of this Agreement. The Priority
Improvements, Other Improvements, Additional Improvements, Priority
O&M, and Additional O&M may be financed, performed, or constructed by
the City, District, RIDA, or a third-party entity.
5.2 Mechanisms for Payment of Special Tax Revenues for Eligible
Projects/Services:
a. Priority Improvements. Special Tax Revenues dedicated to pay for
the financing of the construction of the Priority Improvements shall
be disbursed pursuant to agreements between one or more of the
District, the City, the Financing District, the Chula Vista Bayfront
Facilities Financing Authority (“Authority”) and RIDA.
b. Other Improvements and Priority O&M. If the City or District expend
their respective funds on the construction of any portion of the
Other Improvements or in providing the Priority O&M, such Party
shall be entitled to reimbursement out of available Special Tax
Revenues upon providing the City’s designated Financing District
administrator with reasonable evidence that such Party has
completed, or has caused the completion of such Other
Improvements or Priority O&M. Such Party may elect to perform the
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work itself or contract with any third party at its election to perform
the work. If Special Tax Revenues are not immediately available for
reimbursement, as and to the extent that Special Tax Revenues
become available in accordance with the priorities set forth in
Section 5.1, the City shall cause the payment of Special Tax
Revenues to such Party in installment payments until such amounts
are reimbursed in full pursuant to a separate agreement between
the Parties. Each Party shall be reimbursed pro rata based on the
total annual amounts expended by each Party for the Other
Improvements and Priority O&M, which shall include any amounts
accrued and not reimbursed in prior years.
c. Additional Improvements & Additional O&M: If the City expends its
funds on the construction of any Additional Improvements or in
providing the Additional O&M, the City shall be entitled to
reimbursement out of available Special Tax Revenues upon
providing the City’s designated Financing District administrator with
reasonable evidence that the City has completed, or has caused
the completion of such Additional Improvements or Additional O&M.
The City may elect to perform the work itself or contract with any
third party at its election to perform the work. If Special Tax
Revenues are not immediately available for reimbursement, as and
to the extent that Special Tax Revenues become available in
accordance with the priorities set forth in Section 5.1, the City shall
cause the payment of Special Tax Revenues to the City in
installment payments until such amounts are reimbursed in full.
6. Binding: The Parties agree that this Agreement is a binding agreement between
the Parties. Moreover, each Party agrees that, to the extent it expends funds or
devotes resources to discussions relative to this Agreement, it shall do so at its
sole cost and expense, without expectation of reimbursement, upon its own
initiative and not in reliance on this Agreement or any representations of the
other Parties. If either Party to this Agreement shall fail to perform or fulfill any
obligation required of it under this Agreement and shall not have cured or
commenced to cure such failure within thirty (30) days following written notice
thereof from the non-defaulting party (or has commenced to cure such failure, but
is not diligently proceeding to cure such failure), then the Party shall be in default
under this Agreement (each such event or occurrence, a “Event of Default”). In
the event of an Event of Default, the non-defaulting Party may, in its sole and
absolute discretion, elect to either: (a) extend the time for the defaulting Party to
perform the applicable obligation(s) hereunder for a period of time acceptable to
the non-defaulting Party beyond the cure period set forth in this Section 6, or (b)
proceed with an action or proceeding for specific performance.
7. Discretionary Actions: The Priority Improvements, Other Improvements, and
Priority O&M (collectively “Special Tax Revenue Projects”) have been analyzed
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in the Final Environmental Impact Report for the Chula Vista Bayfront Master
Plan and Port Master Plan Amendment (UPD #83356-EIR-658, SCH
#2005081077), dated June 18, 2010, on file in the Office of the District Clerk
bearing Document No. 56562 (“Project EIR”) in accordance with the California
Environmental Quality Act (“CEQA”). However, to the extent that any future
improvements, including without limitation the Additional Improvements and
Additional O&M, have not been identified as of the date of this Agreement, such
improvements may require further environmental review in accordance with
CEQA. This Agreement shall not bind the District and/or City, as applicable, to
approving any Special Tax Revenue Projects, or additional CEQA analysis, if
any, necessary for the same, including feasible mitigation measures, project
alternatives (without limitation the a “no project alternative”) or a statements of
overriding considerations, if required. The Parties understand, acknowledge and
agree that, notwithstanding the terms and conditions of this Agreement, the
Special Tax Revenue Projects may require discretionary approvals, including
without limitation, agreements related to real property or operation, maintenance,
servicing or replacement of improvements, California Coastal Act approvals,
conditional project approvals and other discretionary permits and entitlements
(collectively, “Discretionary Actions”). Nothing in this Agreement shall commit the
respective Party to a definite course of action or in any way diminish the
respective Party’s exercise of its discretion for any Discretionary Action. Any and
all Discretionary Actions may be exercised in the sole and absolute discretion of
the respective Party exercising such direction. The Parties assume the risk that a
Discretionary Action may not be taken or approved.
8. Entire Agreement. This Agreement constitutes the entire understanding and
agreement of the Parties, integrates all of the terms and conditions mentioned
herein or incidental hereto, and supersedes the Original JCFA.
9. Governing Law. This Agreement and all of the rights and obligations of the
Parties hereto and all of the terms and conditions hereof shall be construed,
interpreted, and applied in accordance with and governed by and enforced under
the laws of the State of California.
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[SIGNATURE PAGE TO AMENDED AND RESTATED JOINT COMMUNITY
FACILITIES AGREEMENT]
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement
as of the date first written above.
APPROVED AS TO FORM AND
LEGALITY:
GENERAL COUNSEL
By: ______________________________
Assistant/Deputy
SAN DIEGO UNIFIED PORT DISTRICT,
a public corporation
By: _____________________________
[________________]
CITY OF CHULA VISTA,
a chartered municipal corporation
By: __________________________
______________________________
APPROVED AS TO FORM:
By: _______________________
Glen R. Googins,
City Attorney
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EXHIBIT “A”
Depiction of CVBMP Area
(to be attached prior to execution.)
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Nature Center
parking
Harbor and Marinas
Chula Vista Bayfront Master Plan Illustrative
Locally and State-Approved Land Use Plan by
City of Chula Vista and Port of San Diego
Park
24 ac
Buffer:
25 ac
RV Park
Industrial Business Park
Industrial
Business Park
North
Buffer:
41.1 ac
Signature Park:
21 ac
Park
Seasonal
Wetland:
14.7 ac
Office
Mixed Use/ Commercial
Resort
Conference Center
RV Park/
Campground Hotel/
Cultural Retail
Retail (around harbor)
Residential
Hotel/Office Park Park E STREET F STREET H STREET J STREET v.01/02/13
Interstate 5
Wildlife
Reserve
Sweetwater
Marsh
South Bay
Salt Ponds
Chula Vista
Nature Center
Park
Harbor Park:
25 ac
Park
Public/
Quasi-Public
Mixed Use/
Commercial/
Parking Structure
Existing
Boat Yard
•RV Park/ Campground
•25 ft max height
•120,000 SF
• 44 ft max height
•120,000 SF
•45 ft max height
•Portion of 2,850 hotel rooms
allowed between H-3 + H-23
•415,000 SF max conference space
•240 ft max hotel structure height
•120 ft max conference center height
•Portion of 2,850 hotel rooms
allowed between H-3 + H-23
•300 ft max height
•200,000 SF (cultural/retail)
•65 ft max height
•225,000 SF
•25 ft max height
•100,000 SF mixed use/commercial
•3,000 space parking garage
•155 ft max height
•1,500 residential units
•25 ft - 45 ft podium heights
•70 ft – 200 ft tower heights
•15,000 SF retail ground floor
•420,000 SF office
•250 rooms
•130 ft max height
•9,500 SF
•30 ft max height
•237 RV spaces
•25 ft max height
San Diego Bay L STREET I-5
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8
EXHIBIT “B”
Depiction of Financing District Area
(to be attached prior to execution.)
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EXHIBIT “C”
Revised Financing District Formation Documents
(to be attached prior to execution.)
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RESOLUTION NO. __________
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA,
ACTING AS THE LEGISLATIVE BODY OF THE BAYFRONT PROJECT
SPECIAL TAX FINANCING DISTRICT DECLARING ITS INTENTION TO
CONSIDER CHANGES TO THE RATE AND METHOD OF
APPORTIONMENT OF SPECIAL TAXES AUTHORIZED TO BE LEVIED
THEREIN AND EXPAND TERRITORY WHEREIN IMPROVEMENTS MAY
BE LOCATED AND SERVICES MAY BE PROVIDED
WHEREAS, the City Council (the “City Council”) of the City of Chula Vista (the
“City”), has previously initiated proceedings, held a public hearing, formed the Bayfront Project
Special Tax Financing District (the “District”) by the adoption of Resolution No. 2019-220 on
November 19, 2019 (“Resolution No. 2019-220”), conducted an election and received a
favorable vote from the qualified electors of the District, authorizing the levy of special taxes in
the District, all as authorized pursuant to Chapter 3.61 of the Chula Vista Municipal Code
(Chapter 3.61); and
WHEREAS, City and the San Diego Unified Port District (the “Port District”) entered
into that certain Joint Community Facilities Agreement (Chula Vista Bayfront Project Special
Tax Financing District), which is proposed to be amended and restated by the Amended and
Restated Joint Community Facilities Agreement on file with the City Clerk and to be approved
concurrently with the adoption of this Resolution (the “JCFA”) to set forth the essential terms for
the allocation and payment of special tax revenues generated from the District; and
WHEREAS, the qualified electors of the District, voting in a special mail ballot election
held on February 18, 2020, approved Proposition A which authorized the District to levy special
taxes at rates not to exceed 5% of Rent annually charged on Hotel Property and Campsite
Property (as such terms are defined Resolution No. 2019-220) within the District pursuant to a
rate and method of apportionment of such special taxes (the rate and method of apportionment of
special taxes approved shall be referred to as the “Existing RMA”); and
WHEREAS, in order to generate additional funds for public improvements and services
to be financed by the District, the City Council, acting as the legislative body of the District, has
determined that the public convenience and necessity require the City Council to initiate
proceedings to consider modifications to the Existing RMA to: (1) increase the maximum rate at
which to levy the special tax to 5.5% of Rent annually charged on Hotel Property and Campsite
Property and (2) extend the term of the special tax; and
WHEREAS, Resolution No. 2019-220 set forth a limitation on territory wherein the
Improvements (as defined in Resolution No. 2019-220) could be located and wherein the
Services (as defined in Resolution No. 2019-220) could be provided; and
WHEREAS, an expansion of the territory wherein the Improvements may be located and
the Services may be provided would be beneficial to the residents and tenants of, and visitors to,
the District; and
WHEREAS, the City Council, acting as the legislative body of the District, has
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Resolution No.
Page 2
determined that the public convenience and necessity require the City Council to initiate
proceedings to consider an expansion of the territory wherein the Improvements may be located
and the Services may be provided; and
WHEREAS, the City Council desires to initiate such proceedings and to set the time and
place for a public hearing on this Resolution.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY
OF CHULA VISTA, ACTING AS THE LEGISLATIVE BODY OF THE BAYFRONT
PROJECT SPECIAL TAX FINANCING DISTRICT, 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 public
convenience and necessity require modification of the Existing RMA and changes to the territory
where the Improvements may be located and the Services may be provided.
SECTION 3. Declaration of Intention to Consider the Modifications of the Existing
RMA. This City Council hereby declares its intention to consider modification of the Existing
RMA so that the rate and method of apportionment of special taxes authorized to be levied
within the District reads as set forth in Exhibit A attached hereto and incorporated herein by this
reference (the “Amended RMA”).
SECTION 4. Declaration of Intention to Consider Expansion to Territory Wherein
Improvements May be Located and Services May be Provided. This City Council hereby
declares its intention consider an expansion to the territory where Improvements may be located
and Services may be provided. The Improvements shall be located, and the Services shall be
provided, within or outside the CVBMP (as defined in the JCFA) territory, subject to the
priorities established in the JCFA.
SECTION 5. Notice of Public Hearing. NOTICE IS GIVEN THAT on April 13, 2021,
at the hour of 5:00 o’clock p.m., in the regular meeting place of the City Council being the
Council Chambers, City Hall, located at 276 Fourth Avenue, Chula Vista, California, a public
hearing will be held where this City Council will consider this Resolution and to consider the
approval of the modification of the Existing RMA and the expansion of territory wherein the
Improvements shall be located and the Services shall be provided, all as described herein. At the
above-mentioned time and place for public hearing any persons interested, including taxpayers
and property owners, may appear and be heard, in accordance with the current format of City
Council meetings pursuant to the Governor of the State of California’s Executive Order N-29-20,
should it still be in effect. The testimony of all interested persons for or against the modification
of the Existing RMA or the expansion of territory wherein the Improvements shall be located
and the Services shall be provided will be heard and considered. Any protests pertaining to the
regularity or sufficiency of the proceedings shall be in writing and clearly set forth the
irregularities and defects to which the objection is made. Any written protest not personally
presented by the author of such protest at the public hearing shall be filed with the City Clerk of
the City (the “City Clerk”) at or before the time fixed for the public hearing. Written protests
may be withdrawn in writing at any time before the conclusion of the public hearing.
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If a written majority protest as determined pursuant to Chapter 3.61 is filed against the
proposed modification of the Existing RMA, the proposed modification shall be eliminated from
the resolution and the proceedings with respect to the modification of the Existing RMA shall be
abandoned. If a written majority protest as determined pursuant to Chapter 3.61 is filed against
the expansion of territory wherein the Improvements shall be located and the Services shall be
provided, the expansion of territory shall be eliminated from the resolution and the proceedings
with respect to the expansion of territory wherein the Improvements shall be located and the
Services shall be provided shall be abandoned. Notwithstanding the abandonment of the
proceedings with respect to the modification of the Existing RMA or the expansion of territory
wherein the Improvements shall be located and the Services shall be provided, new proceedings
to modify the Existing RMA and expand the territory wherein the Improvements shall be located
and the Services shall be provided may be initiated at any time thereafter.
The public hearing may be continued from time to time without further notice, but shall
be completed within two years of the original hearing date.
SECTION 6. Report. A report (the “Report”) was submitted by Willdan Financial
Services (“Willdan”), as special tax consultant, at the Establishment Public Hearing (as defined
in Resolution No. 2019-220) which contained a brief description of the Improvements and
Services by type which would adequately meet the needs of the District and their estimate of the
cost of providing those Improvements and Services and, with regard to those Improvements
proposed to be acquired upon the completion thereof and those Incidental Expenses (as such
term is defined in Resolution 2019-220) proposed to be paid for, an estimate of the fair and
reasonable cost of such Improvements and such Incidental Expenses. This City Council hereby
directs Willdan to amend the Report to reflect the proposed modification of the Existing RMA
and the expansion of territory where the Improvements shall be located and the Services shall be
provided. Such report shall be made a part of the record of the public hearing to be held pursuant
to Section 5 hereof.
SECTION 7. Election. If, following the public hearing described in Section 5, the City
Council determines to approve the Amended RMA and the expansion of territory wherein the
Improvements shall be located and the Services shall be provided, the City Council shall then
submit question of levying the special taxes pursuant to the Amended RMA and expanding the
territory in which the Improvements shall be located and the Services shall be provided to the
Landowners (as such term is defined in Chapter 3.61) as the qualified electors of the District
pursuant to Chapter 3.61 and the applicable provisions of the California Elections Code. Each
Landowner, or the authorized representative thereof, shall have one (1) vote for each acre or
portion of an acre of land owned within the District.
SECTION 8. Publication of 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 Government Code, with such publication to be completed at least seven (7) days prior to the
date set for the public hearing.
The City Clerk shall also cause notice to be given by first-class mail to each Landowner
of property within the District. Such notice shall be mailed at least 15 days before the public
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Resolution No.
Page 4
hearing and shall contain the same information as is required to be contained in the notice
published pursuant to the preceding paragraph.
Presented by: Approved as to form by:
Tiffany Allen
Director of Development Services
Glen R. Googins
City Attorney
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EXHIBIT A
AMENDED RATE AND METHOD OF APPORTIONMENT
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AMENDED
RATE AND METHOD OF
APPORTIONMENT OF SPECIAL TAX
BAYFRONT PROJECT SPECIAL TAX FINANCING DISTRICT
The Special Tax authorized by the Bayfront Project Special Tax Financing District (the “District”) shall be
levied on all Taxable Property and collected within the District as provided herein commencing in Fiscal
Year 2020-2021, in an amount determined by the City Council of the City of Chula Vista, acting as the
legislative body of the District, through the application of the amended rate and method of
apportionment of the Special Tax set forth below (the “Amended RMA”). All of the real property within
the District, 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:
“Act” means the Mello-Roos Community Facilities Act of 1982, being Chapter 2.5, Part 1, Division 2
of Title 5 of the Government Code of the State of California.
“Assessor’s Parcel” means a lot or parcel designated on an Assessor’s Parcel Map with an assigned
Assessor’s Parcel number within the boundaries of the District.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels
by Assessor’s Parcel number.
“Bond Documents” means any indenture of trust, bond indenture, fiscal agent agreement, trust
agreement, loan agreement, resolution or other instrument setting forth the terms of any Bonds,
as modified, amended and/or supplemented from time to time, and any instrument replacing or
supplementing the same.
“Bonds” means any binding obligation to repay a sum of money, including obligations in the form
of bonds, notes, certificates of participation, long-term leases, loans from government agencies, or
loans from banks, other financial institutions, private businesses, or individuals, or long-term
contracts, or any refunding thereof, to which the Special Tax has been pledged.
“Boundary Map” means the “Map of Proposed Boundaries of the Bayfront Project Special Tax
Financing District, City of Chula Vista, County of San Diego, State of California,” filed September 12,
2019 in Book 48 of Maps of Assessments and Community Facilities Districts in the office of the
County Recorder.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“Campsite” shall have the meaning given such term in Chapter 3.61.
“Campsite Property” means an Assessor’s Parcel of Taxable Property which consists of any
Campsite or Campsites.
“Chapter 3.61” means Chapter 3.61 of the Chula Vista Municipal Code.
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“City” means the City of Chula Vista.
“City Council” means the City Council of the City, acting as the legislative body of the District, or its
designee.
“City Manager” means the City Manager of the City.
“County” means the County of San Diego.
“Director of Finance” means the Director of Finance of the City.
“District” means the Bayfront Project Special Tax Financing District established by the City pursuant
to Chapter 3.61.
“Effective Date” means the first day of the month immediately following the effective date of the
ordinance enacted by the City Council providing for the levy of the Special Tax pursuant to the
Amended RMA.
“Exempt Property” means all Assessor’s Parcels within the District which are exempt from the
Special Tax pursuant to law or Section F herein.
“Fiscal Year” means the period commencing on July 1 of any year and ending the following June 30.
“Hotel” shall have the meaning given such term in Chapter 3.61.
“Hotel Property” means an Assessor’s Parcel of Taxable Property which consists of any Hotel or
Hotels.
“Landowner” shall have the meaning given such term in Chapter 3.61.
“Maximum Special Tax Rate” means the maximum rate of the Special Tax determined in
accordance with Section C below, which may be levied for the privilege of Occupancy by Transients
of the Campsite(s) or Hotel(s), as applicable, located on each Assessor’s Parcel of Campsite
Property or Hotel Property.
“Occupancy” shall have the meaning given such term in Chapter 3.61.
“Operator” shall have the meaning given such term in Chapter 3.61.
“Port District” means the San Diego Unified Port District.
“Public Property” means any property within the boundaries of the District that is owned or held in
trust by or irrevocably dedicated to the City, the federal government, the State of California, the
County, the Port District, or any other public agency.
“Rent” shall have the meaning given such term in Chapter 3.61.
“Resolution of Formation” means the resolution adopted by the City Council pursuant to Chapter
3.61 establishing the District.
“Special Tax” means the special tax authorized by the District to be levied by the City Council
pursuant to Chapter 3.61.
“Taxable Property” means all Assessor’s Parcels that are not exempt from the Special Tax pursuant
to law or this Rate and Method of Apportionment of Special Tax.
“Transient” shall have the meaning given such term in Chapter 3.61.
B. CLASSIFICATION OF ASSESSOR’S PARCELS
Beginning with Fiscal Year 2020-2021, each Assessor’s Parcel shall be classified as Taxable Property or
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Exempt Property. In addition, each Assessor’s Parcel of Taxable Property shall be further classified as
Campsite Property or Hotel Property. Commencing with Fiscal Year 2020-2021, all Campsite Property
and Hotel Property shall be subject to the levy of the Special Tax pursuant to Section C below.
C. SPECIAL TAX
The Maximum Special Tax Rate of the Special Tax authorized to be levied on each Assessor’s Parcel
classified as Campsite Property or Hotel Property shall be determined pursuant to Table 1 below. The
City Council may, by resolution, levy the Special Tax at a rate less than the Maximum Special Tax Rate,
such rate to become effective no sooner than the first day of the first month at least sixty (60) days
following the effective date of such resolution. Should the City Council adopt a resolution levying the
Special Tax at a rate less than the Maximum Special Tax Rate, such rate shall remain in effect until the
City Council adopts a different Special Tax rate by resolution, subject always to the limitations of the
Maximum Special Tax Rate.
Table 1
Period Beginning Period Ending Maximum
Special Tax Rate
July 1, 2020 One day prior to Effective Date 5.0% of Rent
Effective Date June 30, 2060 5.5% of Rent
July 1, 2060 June 30, 2075 2.5% of Rent
July 1, 2075 June 30, 2086 1.0% of Rent
The Special Tax associated with Rent that is charged for Occupancy by Transients shall be considered
levied at the same time the Transient ceases such Occupancy. If a Public Property is classified as
Campsite Property or Hotel Property due to the grant of a lease or other possessory interest in such
Assessor’s Parcel of Public Property to the Operator of a Campsite or Hotel thereon, the Special Tax shall
only be levied during such time that such grant of lease or possessory interest is effective and shall
cease upon the termination or expiration of such grant of lease or possessory interest.
D. MANNER OF COLLECTION
The Special Tax shall be due and remitted pursuant to the provisions of Section 3.61.120 of Chapter
3.61.
E. PREPAYMENT OF THE SPECIAL TAXES
The Special Tax may not be prepaid.
F. EXEMPTIONS
Assessor’s Parcels not classified as Campsite Property or Hotel Property shall be exempt from the levy of
the Special Tax.
G. FAILURE TO SUBMIT SPECIAL TAX
If the Operator of any Campsite or Hotel located on an Assessor’s Parcel of Campsite Property or Hotel
Property, or the Landowner of an Assessor’s Parcel of Campsite Property or Hotel Property that is not
Public Property, fails or refuses to pay the Special Tax levied on such Assessor’s Parcel when due, the
Director of Finance shall proceed in such manner as deemed best to obtain facts and information on
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which to base his/her estimate of such Special Tax. As soon as the Director of Finance has acquired such
facts and information upon which to base such Special Tax for such Campsite Property or Hotel
Property, the Director of Finance shall proceed to determine the amount of such Special Tax due plus
any penalties thereon, as described below ("Determination of Special Tax Due"). In the case that such
determination is made, the Director of Finance shall give a Determination of Special Tax Due by serving
it personally or by depositing it in the United States mail, postage prepaid, addressed to such Operator
or such Landowner, as applicable, at its last known address. Such Operator or such Landowner, as
applicable, may file an appeal as provided in Section I herein.
The Special Tax on any Campsite Property or Hotel Property which is not paid within the time required
shall be subject to the same penalties applicable to the transient occupancy tax in subsections A and B
of Section 3.40.080 of the Chula Vista Municipal Code. For any Special Taxes and penalties that remain
outstanding as of July 1 of each Fiscal Year, the City Council may direct the Director of Finance to cause
the submission of any of the delinquent Special Taxes and penalties to the County for inclusion on the
property tax bill for such Assessor's Parcel(s) in accordance with Section 3.61.130 of Chapter 3.61;
provided, however, that any delinquent Special Taxes and penalties with respect to any Assessor’s
Parcel of Public Property that is classified as Campsite Property or Hotel Property due to the grant of a
lease or other possessory interest in such Assessor’s Parcel of Public Property to the Operator of a
Campsite or Hotel thereon shall only be levied on and constitute a lien against the Operator’s leasehold
or possessory interest in such Assessor’s Parcel of Public Property, all as contemplated by Section
53340.1 of the Act, as modified by Chapter 3.61, and shall not be an obligation for which the Landowner
of such Assessor’s Parcel of Public Property is billed or responsible.
H. MAINTENANCE OF RECORDS; SPECIAL TAX AUDIT
It shall be the duty of the Operator of any Campsite or Hotel located on any Assessor's Parcel classified
as Campsite Property or Hotel Property that is subject to the Special Tax to keep and preserve, for a
period of three years, all records as may be deemed necessary by the Director of Finance (and that will,
at a minimum, include a record of all Rents collected) to determine the Special Taxes levied upon such
Campsite Property or Hotel Property by the City Council. The Director of Finance shall have the right to
inspect such records at all reasonable times.
I. APPEAL
Any Operator of a Campsite or Hotel located on any Campsite Property or Hotel Property or any
Landowner of any Campsite Property or Hotel Property claiming that the amount or application of the
Special Tax reflected in any Determination of Special Tax Due on such Campsite Property or Hotel
Property is not correct, may appeal such Determination of Special Tax Due by filing a notice of appeal
with the City Clerk within fifteen (15) calendar days of the serving or mailing of such Determination of
Special Tax Due. If such appeal is made by an Operator that is not also the Landowner of such property,
then the Operator shall also provide a copy of such notice of appeal to the Landowner at the same time
the Operator files the notice of appeal with the City Clerk. Upon receipt of any such notice, the City Clerk
shall forward a copy of such notice to the City Manager who shall establish as part of the proceedings
and administration of the District a special three-member Appeal Committee. The Appeal Committee
may establish such procedures as it deems necessary to undertake the review of any such appeal. The
Appeal Committee shall interpret this Rate and Method of Apportionment and make determinations
relative to the annual administration of the Special Tax and any appeals by Landowners, or Operators, as
herein specified. The decision of the Appeal Committee shall be final, conclusive, binding as to all
persons and shall be served upon the Operator or Landowner in writing at the last known address of
such Operator or Landowner. Any amount found due shall be immediately due and payable upon service
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of the Appeal Committee findings. If the Appeal Committee decision requires that the Special Tax for an
Assessor’s Parcel be modified or changed in favor of the Operator or Landowner, a cash refund shall not
be made, but a credit shall be given against the future Special Taxes on that Assessor’s Parcel.
J. TERM OF THE SPECIAL TAXES
The Special Tax shall be levied as long as necessary to pay for authorized expenditures as specified in
Section 3.61.080 of Chapter 3.61 but to no later than June 30, 2086.
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10
EXHIBIT “D”
Description of Additional Improvements
(to be attached prior to execution.)
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Exhibit D
DESCRIPTION OF THE AUTHORIZED IMPROVEMENTS
1. Convention Center Facility (as defined in Chula Vista Municipal Code Chapter 3.61);
2. Street improvements, including grading, paving, curbs, gutters, sidewalks, street
signalization, signage, street lights, furnishings, and parkway and median landscaping
related thereto;
3. Gateway signage;
4. Pedestrian and bicycle paths;
5. Storm drains and other water quality devices to ensure regional permit compliance;
6. Public utilities (including but not limited to water, reclaimed water, sewer, electric, gas,
and telephone);
7. Public parks, open space and recreation facilities;
8. Fire protection and emergency response facilities;
9. Parking improvements;
10. Museums and cultural facilities;
11. Ecological and sustainability educational improvements;
12. Energy efficiency, water conservation, and renewable energy improvements;
13. Land, rights-of-way and easements necessary for any facilities to be financed by the
District; and
14. Equipment, apparatus, facilities or fixtures with an expected useful life of 5 years or
longer necessary for any of the foregoing or necessary to provide any of the services
described in Exhibit E.
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EXHIBIT “E”
Description of Authorized Services
(to be attached prior to execution.)
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EXHIBIT E
DESCRIPTION OF THE AUTHORIZED SERVICES
Authorized Services shall include the operation, maintenance, servicing, and replacement of the
authorized Improvements (see Exhibit D), together with the following additional Services:
1. Landscaping, including, but not limited to trees, shrubs, grass, other ornamental
vegetation located in or on slopes, parkways and medians;
2. Facilities that are directly related to storm water conveyance, including, but not limited
to pipes and drainage inlets, detention basins, linear bioretention, and parks;
3. Walls and fencing;
4. Parks, including landscaping, facilities, walls, fencing, lighting, and trails;
5. Streetscape improvements, including lighting, furnishings and appurtenances;
6. Parking improvements;
7. Transportation services;
8. Promotion of public events and tourism;
9. Security, sanitation, graffiti removal, street and sidewalk cleaning, and other municipal
services supplemental to those normally provided by the City or other service provider;
and
10. Repair of the authorized Improvements.
For purposes of this description of the Services to be funded by the levy of Special Taxes within
the District, “maintenance” includes, but is not limited to, the furnishing of services and materials
for the ordinary and usual maintenance, operation, management and servicing of any of the
authorized Improvements, including:
1. Repair, removal, or replacement of the authorized Improvements;
2. Providing for the life, growth, health, and beauty of habitat, including the cultivation,
irrigation, trimming, spraying, fertilizing, or treating for disease or injury;
3. The removal of trimmings, rubbish, debris, silt, and other solid waste;
4. The cleaning, sandblasting, and painting of walls and other facilities to remove or
cover graffiti;
5. The elimination, control, and removal of rodents and vermin;
6. The operation and management of open space and natural habitat, including biological
monitoring and evaluation of collected data;
7. The conduct of biological activities necessary to sustain the species being protected;
8. The operation and maintenance of pedestrian bridges and community gardens within
or appurtenant to such open space or habitat area(s); and
9. 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:
10. Electric current or energy, gas, or other illuminating agent for any public lighting
facilities or for the lighting or other operation of any other Improvements; and
11. Water for the irrigation of any landscaping or the operation or maintenance of any
other Improvements.
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C-1
AMENDED
RATE AND METHOD OF
APPORTIONMENT OF SPECIAL TAX
BAYFRONT PROJECT SPECIAL TAX FINANCING DISTRICT
The Special Tax authorized by the Bayfront Project Special Tax Financing District (the “District”) shall be
levied on all Taxable Property and collected within the District as provided herein commencing in Fiscal
Year 2020-2021, in an amount determined by the City Council of the City of Chula Vista, acting as the
legislative body of the District, through the application of the amended rate and method of
apportionment of the Special Tax set forth below. (the “Amended RMA”). All of the real property within
the District, 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:
“Act” means the Mello-Roos Community Facilities Act of 1982, being Chapter 2.5, Part 1, Division 2
of Title 5 of the Government Code of the State of California.
“Assessor’s Parcel” means a lot or parcel designated on an Assessor’s Parcel Map with an assigned
Assessor’s Parcel number within the boundaries of the District.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels
by Assessor’s Parcel number.
“Bond Documents” means any indenture of trust, bond indenture, fiscal agent agreement, trust
agreement, loan agreement, resolution or other instrument setting forth the terms of any Bonds,
as modified, amended and/or supplemented from time to time, and any instrument replacing or
supplementing the same.
“Bonds” means any binding obligation to repay a sum of money, including obligations in the form
of bonds, notes, certificates of participation, long-term leases, loans from government agencies, or
loans from banks, other financial institutions, private businesses, or individuals, or long-term
contracts, or any refunding thereof, to which the Special Tax has been pledged.
“Boundary Map” means the “Map of Proposed Boundaries of the Bayfront Project Special Tax
Financing District, City of Chula Vista, County of San Diego, State of California,” filed September 12,
2019 in Book 48 of Maps of Assessments and Community Facilities Districts in the office of the
County Recorder.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“Campsite” shall have the meaning given such term in Chapter 3.61.
“Campsite Property” means an Assessor’s Parcel of Taxable Property which consists of any
Campsite or Campsites.
“Chapter 3.61” means Chapter 3.61 of the Chula Vista Municipal Code.
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“City” means the City of Chula Vista.
“City Council” means the City Council of the City, acting as the legislative body of the District, or its
designee.
“City Manager” means the City Manager of the City.
“County” means the County of San Diego.
“Director of Finance” means the Director of Finance of the City.
“District” means the Bayfront Project Special Tax Financing District established by the City pursuant
to Chapter 3.61.
“Effective Date” means the first day of the month immediately following the effective date of the
ordinance enacted by the City Council providing for the levy of the Special Tax pursuant to the
Amended RMA.
“Exempt Property” means all Assessor’s Parcels within the District which are exempt from the
Special Tax pursuant to law or Section F herein.
“Fiscal Year” means the period commencing on July 1 of any year and ending the following June 30.
“Hotel” shall have the meaning given such term in Chapter 3.61.
“Hotel Property” means an Assessor’s Parcel of Taxable Property which consists of any Hotel or
Hotels.
“Landowner” shall have the meaning given such term in Chapter 3.61.
“Maximum Annual Special Tax Rate” shall, for any Fiscal Year, not exceed five percent
(5%)means the maximum rate of all Rent charged during such Fiscal Yearthe Special Tax
determined in accordance with Section C below, which may be levied for the privilege of
Occupancy by Transients of the Campsite(s) or Hotel(s), as applicable, located on each Assessor’s
Parcel of Campsite Property or Hotel Property.
“Occupancy” shall have the meaning given such term in Chapter 3.61.
“Operator” shall have the meaning given such term in Chapter 3.61.
“Port District” means the San Diego Unified Port District.
“Public Property” means any property within the boundaries of the District that is owned or held in
trust by or irrevocably dedicated to the City, the federal government, the State of California, the
County, the Port District, or any other public agency.
“Rent” shall have the meaning given such term in Chapter 3.61.
“Resolution of Formation” means the resolution adopted by the City Council pursuant to Chapter
3.61 establishing the District.
“Special Tax” means the special tax authorized by the District to be levied by the City Council
pursuant to Chapter 3.61.
“Taxable Property” means all Assessor’s Parcels that are not exempt from the Special Tax pursuant
to law or this Rate and Method of Apportionment of Special Tax.
“Transient” shall have the meaning given such term in Chapter 3.61.
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B. CLASSIFICATION OF ASSESSOR’S PARCELS
Each Fiscal Year, beginningBeginning with Fiscal Year 2020-2021, each Assessor’s Parcel shall be
classified as Taxable Property or Exempt Property. In addition, each Assessor’s Parcel of Taxable
Property shall be further classified as Campsite Property or Hotel Property. Commencing with Fiscal Year
2020-2021, all Campsite Property and Hotel Property shall be subject to the levy of the Special Tax
pursuant to Section C below.
C. SPECIAL TAX
For each Fiscal Year commencing Fiscal Year 2020-2021, the City Council shall, by resolution
adopted on or before May 31st preceding such Fiscal Year, levy the Special Tax The Maximum
Special Tax Rate of the Special Tax authorized to be levied on each Assessor’s Parcel classified as
Campsite Property or Hotel Property shall be determined pursuant to Table 1 below. The City Council
may, by resolution, levy the Special Tax at a rate not to exceedless than the Maximum Annual Special
Tax Rate. For each succeeding Fiscal Year,, such rate to become effective no sooner than the Special
Tax shall be levied at first day of the same rate asfirst month at least sixty (60) days following the
rate levied in the preceding Fiscal Year unlesseffective date of such resolution. Should the City
Council shall, adopt a resolution levying the Special Tax at a rate less than the Maximum Special Tax
Rate, such rate shall remain in effect until the City Council adopts a different Special Tax rate by
resolution adopted by May 31st of the preceding Fiscal Year, levy the Special Tax at a different
rate than the rate levied in, subject always to the limitations of the preceding Fiscal Year not to
exceed the Maximum Annual Special Tax Rate.
Table 1
Period Beginning Period Ending Maximum
Special Tax Rate
July 1, 2020 One day prior to Effective Date 5.0% of Rent
Effective Date June 30, 2060 5.5% of Rent
July 1, 2060 June 30, 2075 2.5% of Rent
July 1, 2075 June 30, 2086 1.0% of Rent
The Special Tax associated with Rent that is charged for Occupancy by Transients shall be considered
levied at the same time the Transient ceases such Occupancy. If a Public Property is classified as
Campsite Property or Hotel Property due to the grant of a lease or other possessory interest in such
Assessor’s Parcel of Public Property to the Operator of a Campsite or Hotel thereon, the Special Tax shall
only be levied during such time that such grant of lease or possessory interest is effective and shall
cease upon the termination or expiration of such grant of lease or possessory interest.
D. MANNER OF COLLECTION
The Special Tax shall be due and remitted pursuant to the provisions of Section 3.61.120 of Chapter
3.61.
E. PREPAYMENT OF THE SPECIAL TAXES
The Special Tax may not be prepaid.
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F. EXEMPTIONS
Assessor’s Parcels not classified as Campsite Property or Hotel Property shall be exempt from the levy of
the Special Tax.
G. FAILURE TO SUBMIT SPECIAL TAX
If the Operator of any Campsite or Hotel located on an Assessor’s Parcel of Campsite Property or H otel
Property, or the Landowner of an Assessor’s Parcel of Campsite Property or Hotel Property that is not
Public Property, fails or refuses to pay the Special Tax levied on such Assessor’s Parcel when due, the
Director of Finance shall proceed in such manner as deemed best to obtain facts and information on
which to base his/her estimate of such Special Tax. As soon as the Director of Finance has acquired such
facts and information upon which to base such Special Tax for such Campsite Property or Hotel
Property, the Director of Finance shall proceed to determine the amount of such Special Tax due plus
any penalties thereon, as described below ("Determination of Special Tax Due"). In the case that such
determination is made, the Director of Finance shall give a Determination of Special Tax Due by serving
it personally or by depositing it in the United States mail, postage prepaid, addressed to such Operator
or such Landowner, as applicable, at its last known address. Such Operator or such Landowner, as
applicable, may file an appeal as provided in Section JI herein.
The Special Tax on any Campsite Property or Hotel Property which is not paid within the time required
shall be subject to the same penalties applicable to the transient occupancy tax in subsections A and B
of Section 3.40.080 of the Chula Vista Municipal Code. For any Special Taxes and penalties that remain
outstanding as of July 1 of each Fiscal Year, the City Council may direct the Director of Finance to cause
the submission of any of the delinquent Special Taxes and penalties to the County for inclusion on the
property tax bill for such Assessor's Parcel(s) in accordance with Section 3.61.130 of Chapter 3.61;
provided, however, that any delinquent Special Taxes and penalties with respect to any Assessor’s
Parcel of Public Property that is classified as Campsite Property or Hotel Property due to the grant of a
lease or other possessory interest in such Assessor’s Parcel of Public Property to the Operator of a
Campsite or Hotel thereon shall only be levied on and constitute a lien against the Operator’s leasehold
or possessory interest in such Assessor’s Parcel of Public Property, all as contemplated by Section
53340.1 of the Act, as modified by Chapter 3.61, and shall not be an obligation for which the Landowner
of such Assessor’s Parcel of Public Property is billed or responsible.
H. MAINTENANCE OF RECORDS; SPECIAL TAX AUDIT
It shall be the duty of the Operator of any Campsite or Hotel located on any Assessor's Parcel classified
as Campsite Property or Hotel Property that is subject to the Special Tax to keep and preserve, for a
period of three years, all records as may be deemed necessary by the Director of Finance (and that will,
at a minimum, include a record of all Rents collected) to determine the Special Taxes levied upon such
Campsite Property or Hotel Property by the City Council. The Director of Finance shall have the right to
inspect such records at all reasonable times.
I. APPEAL
Any Operator of a Campsite or Hotel located on any Campsite Property or Hotel Property or any
Landowner of any Campsite Property or Hotel Property claiming that the amount or application of the
Special Tax reflected in any Determination of Special Tax Due on such Campsite Property or Hotel
Property is not correct, may appeal such Determination of Special Tax Due by filing a notice of appeal
with the City Clerk within fifteen (15) calendar days of the serving or mailing of such Determination of
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Special Tax Due. If such appeal is made by an Operator that is not also the Landowner of such property,
then the Operator shall also provide a copy of such notice of appeal to the Landowner at the same time
the Operator files the notice of appeal with the City Clerk. Upon receipt of any such notice, the City Clerk
shall forward a copy of such notice to the City Manager who shall establish as part of the proceedings
and administration of the District a special three-member Appeal Committee. The Appeal Committee
may establish such procedures as it deems necessary to undertake the review of any such appeal. The
Appeal Committee shall interpret this Rate and Method of Apportionment and make determinations
relative to the annual administration of the Special Tax and any appeals by Landowners, or Operators, as
herein specified. The decision of the Appeal Committee shall be final, conclusive, binding as to all
persons and shall be served upon the Operator or Landowner in writing at the last known address of
such Operator or Landowner. Any amount found due shall be immediately due and payable upon service
of the Appeal Committee findings. If the Appeal Committee decision requires that the Special Tax for an
Assessor’s Parcel be modified or changed in favor of the Operator or Landowner, a cash refund shall not
be made, but a credit shall be given against the future Special Taxes on that Assessor’s Parcel.
J. TERM OF THE SPECIAL TAXES
The Special Tax shall be levied as long as necessary to pay for authorized expenditures as specified in
Section 3.61.080 of Chapter 3.61 for a period not to exceed the longer of: (a) forty years from the
first day of the month immediately following the effective date of the ordinance enacted by the
City Council providing for the levy of the Special Tax; or (b) the date on which all indebtedness
of the Chula Vista Bayfront Facilities Financing Authority, with respect to which District Special
Tax revenues have been pledged, has been paid in fullbut to no later than June 30, 2086.
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AMENDED
RATE AND METHOD OF
APPORTIONMENT OF SPECIAL TAX
BAYFRONT PROJECT SPECIAL TAX FINANCING DISTRICT
The Special Tax authorized by the Bayfront Project Special Tax Financing District (the “District”) shall be
levied on all Taxable Property and collected within the District as provided herein commencing in Fiscal
Year 2020-2021, in an amount determined by the City Council of the City of Chula Vista, acting as the
legislative body of the District, through the application of the amended rate and method of
apportionment of the Special Tax set forth below (the “Amended RMA”). All of the real property within
the District, 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:
“Act” means the Mello-Roos Community Facilities Act of 1982, being Chapter 2.5, Part 1, Division 2
of Title 5 of the Government Code of the State of California.
“Assessor’s Parcel” means a lot or parcel designated on an Assessor’s Parcel Map with an assigned
Assessor’s Parcel number within the boundaries of the District.
“Assessor’s Parcel Map” means an official map of the Assessor of the County designating parcels
by Assessor’s Parcel number.
“Bond Documents” means any indenture of trust, bond indenture, fiscal agent agreement, trust
agreement, loan agreement, resolution or other instrument setting forth the terms of any Bonds,
as modified, amended and/or supplemented from time to time, and any instrument replacing or
supplementing the same.
“Bonds” means any binding obligation to repay a sum of money, including obligations in the form
of bonds, notes, certificates of participation, long-term leases, loans from government agencies, or
loans from banks, other financial institutions, private businesses, or individuals, or long-term
contracts, or any refunding thereof, to which the Special Tax has been pledged.
“Boundary Map” means the “Map of Proposed Boundaries of the Bayfront Project Special Tax
Financing District, City of Chula Vista, County of San Diego, State of California,” filed September 12,
2019 in Book 48 of Maps of Assessments and Community Facilities Districts in the office of the
County Recorder.
“Calendar Year” means the period commencing January 1 of any year and ending the following
December 31.
“Campsite” shall have the meaning given such term in Chapter 3.61.
“Campsite Property” means an Assessor’s Parcel of Taxable Property which consists of any
Campsite or Campsites.
“Chapter 3.61” means Chapter 3.61 of the Chula Vista Municipal Code.
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“City” means the City of Chula Vista.
“City Council” means the City Council of the City, acting as the legislative body of the District, or its
designee.
“City Manager” means the City Manager of the City.
“County” means the County of San Diego.
“Director of Finance” means the Director of Finance of the City.
“District” means the Bayfront Project Special Tax Financing District established by the City pursuant
to Chapter 3.61.
“Effective Date” means the first day of the month immediately following the effective date of the
ordinance enacted by the City Council providing for the levy of the Special Tax pursuant to the
Amended RMA.
“Exempt Property” means all Assessor’s Parcels within the District which are exempt from the
Special Tax pursuant to law or Section F herein.
“Fiscal Year” means the period commencing on July 1 of any year and ending the following June 30.
“Hotel” shall have the meaning given such term in Chapter 3.61.
“Hotel Property” means an Assessor’s Parcel of Taxable Property which consists of any Hotel or
Hotels.
“Landowner” shall have the meaning given such term in Chapter 3.61.
“Maximum Special Tax Rate” means the maximum rate of the Special Tax determined in
accordance with Section C below, which may be levied for the privilege of Occupancy by Transients
of the Campsite(s) or Hotel(s), as applicable, located on each Assessor’s Parcel of Campsite
Property or Hotel Property.
“Occupancy” shall have the meaning given such term in Chapter 3.61.
“Operator” shall have the meaning given such term in Chapter 3.61.
“Port District” means the San Diego Unified Port District.
“Public Property” means any property within the boundaries of the District that is owned or held in
trust by or irrevocably dedicated to the City, the federal government, the State of California, the
County, the Port District, or any other public agency.
“Rent” shall have the meaning given such term in Chapter 3.61.
“Resolution of Formation” means the resolution adopted by the City Council pursuant to Chapter
3.61 establishing the District.
“Special Tax” means the special tax authorized by the District to be levied by the City Council
pursuant to Chapter 3.61.
“Taxable Property” means all Assessor’s Parcels that are not exempt from the Special Tax pursuant
to law or this Rate and Method of Apportionment of Special Tax.
“Transient” shall have the meaning given such term in Chapter 3.61.
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B. CLASSIFICATION OF ASSESSOR’S PARCELS
Beginning with Fiscal Year 2020-2021, each Assessor’s Parcel shall be classified as Taxable Property or
Exempt Property. In addition, each Assessor’s Parcel of Taxable Property shall be further classified as
Campsite Property or Hotel Property. Commencing with Fiscal Year 2020-2021, all Campsite Property
and Hotel Property shall be subject to the levy of the Special Tax pursuant to Section C below.
C. SPECIAL TAX
The Maximum Special Tax Rate of the Special Tax authorized to be levied on each Assessor’s Parcel
classified as Campsite Property or Hotel Property shall be determined pursuant to Table 1 below. The
City Council may, by resolution, levy the Special Tax at a rate less than the Maximum Special Tax Rate,
such rate to become effective no sooner than the first day of the first month at least sixty (60) days
following the effective date of such resolution. Should the City Council adopt a resolution levying the
Special Tax at a rate less than the Maximum Special Tax Rate, such rate shall remain in effect until the
City Council adopts a different Special Tax rate by resolution, subject always to the limitations of the
Maximum Special Tax Rate.
Table 1
Period Beginning Period Ending Maximum
Special Tax Rate
July 1, 2020 One day prior to Effective Date 5.0% of Rent
Effective Date June 30, 2060 5.5% of Rent
July 1, 2060 June 30, 2075 2.5% of Rent
July 1, 2075 June 30, 2086 1.0% of Rent
The Special Tax associated with Rent that is charged for Occupancy by Transients shall be considered
levied at the same time the Transient ceases such Occupancy. If a Public Property is classified as
Campsite Property or Hotel Property due to the grant of a lease or other possessory interest in such
Assessor’s Parcel of Public Property to the Operator of a Campsite or Hotel thereon, the Special Tax shall
only be levied during such time that such grant of lease or possessory interest is effective and shall
cease upon the termination or expiration of such grant of lease or possessory interest.
D. MANNER OF COLLECTION
The Special Tax shall be due and remitted pursuant to the provisions of Section 3.61.120 of Chapter
3.61.
E. PREPAYMENT OF THE SPECIAL TAXES
The Special Tax may not be prepaid.
F. EXEMPTIONS
Assessor’s Parcels not classified as Campsite Property or Hotel Property shall be exempt from the levy of
the Special Tax.
G. FAILURE TO SUBMIT SPECIAL TAX
If the Operator of any Campsite or Hotel located on an Assessor’s Parcel of Campsite Property or Hotel
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Property, or the Landowner of an Assessor’s Parcel of Campsite Property or Hotel Property that is not
Public Property, fails or refuses to pay the Special Tax levied on such Assessor’s Parcel when due, the
Director of Finance shall proceed in such manner as deemed best to obtain facts and information on
which to base his/her estimate of such Special Tax. As soon as the Director of Finance has acquired such
facts and information upon which to base such Special Tax for such Campsite Property or Hotel
Property, the Director of Finance shall proceed to determine the amount of such Special Tax due plus
any penalties thereon, as described below ("Determination of Special Tax Due"). In the case that such
determination is made, the Director of Finance shall give a Determination of Special Tax Due by serving
it personally or by depositing it in the United States mail, postage prepaid, addressed to such Operator
or such Landowner, as applicable, at its last known address. Such Operator or such Landowner, as
applicable, may file an appeal as provided in Section I herein.
The Special Tax on any Campsite Property or Hotel Property which is not paid within the time required
shall be subject to the same penalties applicable to the transient occupancy tax in subsections A and B
of Section 3.40.080 of the Chula Vista Municipal Code. For any Special Taxes and penalties that remain
outstanding as of July 1 of each Fiscal Year, the City Council may direct the Director of Finance to cause
the submission of any of the delinquent Special Taxes and penalties to the County for inclusion on the
property tax bill for such Assessor's Parcel(s) in accordance with Section 3.61.130 of Chapter 3.61;
provided, however, that any delinquent Special Taxes and penalties with respect to any Assessor’s
Parcel of Public Property that is classified as Campsite Property or Hotel Property due to the grant of a
lease or other possessory interest in such Assessor’s Parcel of Public Property to the Operator of a
Campsite or Hotel thereon shall only be levied on and constitute a lien against the Operator’s leasehold
or possessory interest in such Assessor’s Parcel of Public Property, all as contemplated by Section
53340.1 of the Act, as modified by Chapter 3.61, and shall not be an obligation for which the Landowner
of such Assessor’s Parcel of Public Property is billed or responsible.
H. MAINTENANCE OF RECORDS; SPECIAL TAX AUDIT
It shall be the duty of the Operator of any Campsite or Hotel located on any Assessor's Parcel classified
as Campsite Property or Hotel Property that is subject to the Special Tax to keep and preserve, for a
period of three years, all records as may be deemed necessary by the Director of Finance (and that will,
at a minimum, include a record of all Rents collected) to determine the Special Taxes levied upon such
Campsite Property or Hotel Property by the City Council. The Director of Finance shall have the right to
inspect such records at all reasonable times.
I. APPEAL
Any Operator of a Campsite or Hotel located on any Campsite Property or Hotel Property or any
Landowner of any Campsite Property or Hotel Property claiming that the amount or application of the
Special Tax reflected in any Determination of Special Tax Due on such Campsite Property or Hotel
Property is not correct, may appeal such Determination of Special Tax Due by filing a notice of appeal
with the City Clerk within fifteen (15) calendar days of the serving or mailing of such Determination of
Special Tax Due. If such appeal is made by an Operator that is not also the Landowner of such property,
then the Operator shall also provide a copy of such notice of appeal to the Landowner at the same time
the Operator files the notice of appeal with the City Clerk. Upon receipt of any such notice, the City Clerk
shall forward a copy of such notice to the City Manager who shall establish as part of the proceedings
and administration of the District a special three-member Appeal Committee. The Appeal Committee
may establish such procedures as it deems necessary to undertake the review of any such appeal. The
Appeal Committee shall interpret this Rate and Method of Apportionment and make determinations
relative to the annual administration of the Special Tax and any appeals by Landowners, or Operators, as
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herein specified. The decision of the Appeal Committee shall be final, conclusive, binding as to all
persons and shall be served upon the Operator or Landowner in writing at the last known address of
such Operator or Landowner. Any amount found due shall be immediately due and payable upon service
of the Appeal Committee findings. If the Appeal Committee decision requires that the Special Tax for an
Assessor’s Parcel be modified or changed in favor of the Operator or Landowner, a cash refund shall not
be made, but a credit shall be given against the future Special Taxes on that Assessor’s Parcel.
J. TERM OF THE SPECIAL TAXES
The Special Tax shall be levied as long as necessary to pay for authorized expenditures as specified in
Section 3.61.080 of Chapter 3.61 but to no later than June 30, 2086.
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