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HomeMy WebLinkAboutAgenda Packet 2005/07/19 ~y~ ~ ~~~~ "'"'""'" CITY OF CHULA VISTA Stephen C. Padilla, Mayor Deputy Mayor Patty Davis Councilmember John McCann Councilmember Jerry R. Rindone Councilmember Steve Castaneda David D. Rowlands, Jr., City Manager Ann Moore, City Attorney Susan Bigelow, City Clerk AGENDA July 19, 2005 CALL TO ORDER 6:00 P.M. ROLL CALL: Councilmembers Castaneda, Davis, McCann, Rindone, and Mayor Padilla PLEDGE OF ALLEGIANCE TO THE FLAG, MOMENT OF SILENCE SPECIAL ORDERS OF THE DAY . OATHS OF OFFICE: Barbara Main, Nature Center Board of Trustees Tracey Abston, Child Care Commission . INTRODUCTION BY POLICE CHIEF EMERSON OF RECENTLY HIRED PEACE OFFICER STEVEN WOJCIECHOWSKI, RECENTLY PROMOTED SERGEANT MARK JONES, AND RECENTLY PROMOTED AGENT SCOTT SCHNEIDER . PRESENTATION BY MAYOR PADILLA OF A PROCLAMATION TO BUCK MARTIN, DIRECTOR OF RECREATION, PROCLAIMING THE WEEK OF JULY 17,2005 AS NATIONAL AQUATIC WEEK . PRESENTATION BY JIM SANDOVAL, DIRECTOR OF PLANNING & BUILDING, TO THE MAYOR AND CITY COUNCIL OF TWO PLANNING AWARDS RECENTLY RECEIVED BY THE CITY - THE AMERICAN PLANNING ASSOCIATION'S MEDIA AWARD FOR OUTSTANDING COVERAGE OF A PLANNING TOPIC FOR THE VISION 2030 GENERAL PLAN AMENDMENT VIDEO; AND THE URBAN LAND INSTITUTE SAN DlEGO/T1JUANA CHAPTER'S SMART GROWTH SUBURBAN DEVELOPMENT MODEL AWARD FOR THE OT A Y RANCH COMPANY'S VILLAGE OF HERITAGE - VILLAGE CORE Page 1 - Council Agenda July 19,2005 CONSENT CALENDAR (Items I through 9) The Council will enact the Consent Calendar staff recommendations by one motion, without discussion, unless a Councilmember, a member of the public, or City staff requests that an item be removed for discussion. If you wish to speak on one of these items, please fill out a "Request to Speak" form (available in the lobby) and submit it to the City Clerk prior to the meeting. Items pulled from the Consent Calendar will be discussed after Action Items. 1. ORDINANCE OF THE CITY OF CHULA VISTA ADOPTING THE CALIFORNIA ELECTRICAL CODE, 2004 EDITION AND UNIFORM ADMINISTRATIVE CODE PROVISIONS FOR THE NATIONAL ELECTRIC CODE, 1996 EDITION, WITH AMENDMENTS (SECOND READING) The State mandated that jurisdictions within the State start enforcing the 2004 California Electrical Code on August 1, 2005. This ordinance adopts the 2004 California Electrical Code, associated administrative provisions and local amendments. This ordinance was introduced July 12, 2005. (Director of Planning and Building) Staff recommendation: Council adopt the ordinance. 2. ORDINANCE OF THE CITY OF CHULA VISTA APPROVING AN AMENDMENT TO THE OTAY RANCH SECTIONAL PLANNING AREA (SPA) ONE PLANNED COMMUNITY DISTRICT REGULATIONS MODIFYING THE SPA ONE ZONING DISTRICT MAP, RE-DESIGNATING SEVEN OPEN SPACE/PARK SITES TO COMMUNITY PURPOSE FACILITY (SECOND READING) Otay Project, LP (Otay Ranch Company) requested an amendment to the Otay Ranch Sectional Planning Area (SPA) One Plan, Site Utilization Plan Map and Zoning District Map for the purposes of rezoning seven existing recreation sites (private parks), currently zoned Open Space/Park (OS/P) to Community Purpose Facility (CPF). This amendment adds a CPF Master Plan supplement to the document text and brings the SPA One into consistency with the 2003 amendments to the CPF Ordinance in the P-C Zone, Chapter 19.48, Section 19.48.025 of the Chula Vista Municipal Code. This ordinance was introduced July 12,2005. (Director of Planning and Building) Staff recommendation: Council adopt the ordinance. 3. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING THE FINAL MAP OF CHULA VISTA TRACT NO. 01-11, OTAY RANCH VILLAGE 11, NEIGHBORHOODS R-24 AND R-25; ACKNOWLEDGING THE IRREVOCABLE OFFER OF DEDICATION OF FEE INTEREST GRANTED ON SAID MAP; APPROVING THE SUBDIVISION AND SUPPLEMENTAL SUBDIVISION IMPROVEMENT AGREEMENTS, AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENTS Adoption of the resolution approves the final map for neighborhoods R-24 and R-25, a subdivision of Otay Ranch Village 11. Neighborhoods R-24 and R-25 consist of 359 condominium dwelling units on two lots and one open space lot. (City Engineer) Staffrecommendation: Council adopt the resolution. Page 2 - Council Agenda July 19, 2005 4. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORlZING THE LEVY OF MAXIMUM SPECIAL TAXES FOR FISCAL YEAR 2005/2006 WITHIN COMMUNITY FACILITIES DISTRICTS 97-1, 97-2, 97-3, 98-1, 98-2, 98-3, 99-1, 99-2, 2000-1, 2001-1, 2001-2, 08-1, 07-M, 08-M AND ll-M; AND DELEGATING TO THE CITY MANAGER THE AUTHORITY TO ESTABLISH THE SPECIAL TAX FOR EACH DISTRlCT Seventeen Community Facilities Districts were formed during Fiscal Years 1998 through 2004. Each year, a special tax must be levied in each of the districts to pay for the maintenance of open space and preserve areas, or to repay bondholders. (City Engineer) Staff recommendation: Council adopt the resolution. 5. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE LEVY OF MAXIMUM SPECIAL TAXES FOR FISCAL YEAR 2005/2006 WITHIN COMMUNITY FACILITIES DISTRICT 06-1, AND DELEGATING TO THE CITY MANAGER THE AUTHORITY TO ESTABLISH THE SPECIAL TAX FOR THIS DISTRICT Seventeen Community Facilities Districts were formed during Fiscal Years 1998 through 2004. Each year, a special tax must be levied in each of the districts to pay for the maintenance of open space and preserve areas, or to repay bondholders. Adoption of this resolution authorizes the levy of a maximum special tax for Community Facilities District 06-1. (Ci ty Engineer) Staffrecommendation: Council adopt the resolution. 6. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE LEVY OF MAXIMUM SPECIAL TAXES FOR FISCAL YEAR 2005/2006 WITHIN COMMUNITY FACILITIES DISTRICTS 07-1 AND 09-M, AND DELEGATING TO THE CITY MANAGER THE AUTHORlTY TO ESTABLISH THE SPECIAL TAX FOR EACH DISTRICT Seventeen Community Facilities Districts were formed during Fiscal Years 1998 through 2004. Each year, a special tax must be levied in each of the districts to pay for the maintenance of open space and preserve areas, or to repay bondholders. Adoption of this resolution authorizes the levy of a maximum special tax for Community Facilities Districts 07-1 and 09-M. (City Engineer) Staff recommendation: Council adopt the resolution. 7 A. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING A PETITION REQUESTING THE FORMATION OF AN ASSESSMENT DISTRICT FOR TOBIAS DRIVE (NAPLES STREET TO OXFORD STREET) FOR THE PURPOSE OF FINANCING THE CONSTRUCTION OF STREET IMPROVEMENTS Page 3 - Council Agenda July 19, 2005 B. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ADOPTING A MAP SHOWING THE PROPOSED BOUNDARIES FOR ASSESSMENT DISTRICT NO. 2005-1 (TOBIAS DRIVE) C. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA DECLARING ITS INTENT TO FORM ASSESSMENT DISTRICT NO. 2005-1 (TOBIAS DRIVE), AND TO ORDER IMPROVEMENTS WITHIN THAT DISTRICT; APPROVING THE PRELIMINARY ASSESSMENT ENGINEER'S REPORT; SETTING THE TIME AND PLACE FOR PUBLIC HEARINGS; AND ORDERING THE INITIATION OF BALLOT PROCEDURES Residential properties along Tobias Drive, between Naples Street and Oxford Street, are currently without curbs, gutters, or sidewalks. Thirty of the thirty-nine property owners have signed a petition requesting that special assessment district proceedings be commenced for the purpose of financing the construction of these improvements. Staff has completed preliminary design and cost estimates for this project. (Director of General Services) Staff recommendation: Council adopt the resolutions. 8. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING BIDS AND AWARDING CONTRACT FOR THE CASTLE PARK ELEMENTARY SIDEWALK IMPROVEMENTS, SOUTH SIDE OF NAPLES STREET FROM ALPINE AVENUE TO 200 FEET EAST OF TOBIAS DRIVE AND EAST SIDE OF TOBIAS DRIVE FROM NORTH OF ORLANDO COURT TO GENTRY WAY IN THE CITY OF CHULA VISTA (PROJECT STL-287) On June 29, 2005, the Director of General Services received sealed bids for this project. The work to be done consists of the sidewalk improvements and related street light work as well as all labor, material, equipment, transportation, protection and restoration of existing improvements and traffic control necessary for the project. (Director of General Services) Staffrecommendation: Council adopt the resolution. 9. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING BIDS AND AWARDING TWO TREE TRIMMING CONTRACTS TOTALING $173,348.26 TO PROVIDE TREE TRIMMING SERVICES, AND AUTHORIZING THE PURCHASING AGENT TO RENEW THE AGREEMENTS FOR FIVE ADDITIONAL, ONE YEAR OPTION PERIODS Bids for Multi-Year Tree Trimming Service opened on June 9, 2005. Thirteen Requests for Bid were mailed out; two were sent to local contractors. Three contractors submitted bids, none of them were from Chula Vista. Adoption of the resolution approves contracts with TruGreen Landcare and West Coast Arborists Inc. (Director of Public Works Operations) Staffrecommendation: Council adopt the resolution. Page 4 - Council Agenda July 19, 2005 ORAL COMMUNICATIONS Persons speaking during Oral Communications may address the Council on any subject matter within the Council's jurisdiction that is not listed as an item on the agenda. State law generally prohibits the Council from taking action on any issue not included on the agenda, but, if appropriate, the Council may schedule the topic for future discussion or refer the matter to staff. Comments are limited to three minutes. PUBLIC HEARINGS The following items have been advertised as public hearings as required by law. If you wish to speak on any item, please fill out a "Request to Speak" form (available in the lobby) and submit it to the City Clerk prior to the meeting. 10. CONSIDERATION OF THE PROPOSED RESTRUCTURING OF THE SEWER SERVICE RATES (Continued from 7/12/05) The Sewer Service Charge is paid by all users who are connected to the City's wastewater collection system. Revenues derived from this fee are used to fund the cost of wastewater treatment, system maintenance and operation. Based on the findings of a study, it was determined that over the long term, the existing sewer rates would not generate the revenues needed to meet the obligations of the sewer fund, therefore the rates need to be adjusted. On May 17, 2005, the City Council adopted a resolution declaring its intention to increase sewer service charges and set a Public Hearing for July 12,2005 to consider the issue. (City Engineer) Staff recommendation: Council conduct the public hearing, place the following ordinance on first reading, and adopt the following resolution: A. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA MUNICIPAL CODE SECTION 3.18.010 TO ESTABLISH A NEW AMOUNT FOR THE SEWERAGE FACILITIES REPLACEMENT COMPONENT OF THE SEWER SERVICE CHARGE AND ALLOWING THE CITY COUNCIL TO ESTABLISH SUCH AMOUNTS IN THE FUTURE BY COUNCIL RESOLUTION (4/5THS VOTE REQUIRED) B. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE MASTER FEE SCHEDULE BY ADJUSTING AND INCREASING SEWER SERVICE CHARGES FOR EACH OF THE NEXT FIVE YEARS AND APPROVING THE TRANSFER OF FUNDS FROM THE TRUNK SEWER CAPITAL RESERVE FUND TO THE SEWER SERVICE REVENUE FUND (4/5THS VOTE REQUIRED) II. CONSIDERATION OF THE FISCAL YEAR 2005/2006 LEVY OF ASSESSMENTS AND COLLECTION AGAINST THOSE ASSESSMENTS FOR CITY OPEN SPACE DISTRICTS 2 THROUGH 10, 15, 17, 18, 20, 23, 24, 26, 31 AND 33, BAY BOULEVARD AND TOWN CENTRE MAINTENANCE DISTRICTS Page 5 - Council Agenda July 19, 2005 The City administers and maintains twenty-four Open Space Districts that have been established over the last thirty years. The districts provide a financing mechanism to maintain the public open space areas associated with each particular development. The levy of an annual assessment for Fiscal Year 2005/2006 enables the City to provide these ongoing services. (City Engineer) Staff recommendation: Council conduct the public hearing and adopt the following resolution: RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA LEVYING THE ASSESSMENTS AND COLLECTffiLES FOR OPEN SPACE DISTRICTS 2 THROUGH 10, 15, 17, 18,20,23,24,26,31 AND 33, BAY BOULEVARD AND TOWN CENTRE MAINTENANCE DISTRICTS 12. CONSIDERATION OF THE FISCAL YEAR 200512006 LEVY OF ASSESSMENTS AND COLLECTION AGAINST THOSE ASSESSMENTS FOR EASTLAKE MAINTENANCE DISTRICT NO. I AND OPEN SPACE DISTRICT NO.1 These districts provide a financing mechanism to maintain the public open space areas associated with each particular development. The levy of an annual assessment for Fiscal Year 200512006 enables the City to provide these ongoing services. Adoption of the resolution approves the levy of assessments for EastLake Maintenance District No. I and Open Space District No.1. (City Engineer) Staff recommendation: Council conduct the public hearing and adopt the following resolution: RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA LEVYING THE ASSESSMENTS AND COLLECTffiLES FOR EASTLAKE MAINTENANCE DISTRICT NO.1 AND OPEN SPACE DISTRICT NO.1 13. CONSIDERATION OF THE FISCAL YEAR 200512006 LEVY OF ASSESSMENTS AND COLLECTION AGAINST THOSE ASSESSMENTS FOR CITY OPEN SPACE DISTRICT 11 Open Space Districts provide a financing mechanism to maintain the public open space areas associated with each particular development. The levy of an annual assessment for Fiscal Year 2005/2006 enables the City to provide these ongoing services. Adoption of the resolution approves the levy of assessments for Open Space District 11. (City Engineer) Staff recommendation: Council conduct the public hearing and adopt the following resolution: RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR CITY OPEN SPACE DISTRICT 11 Page 6 - Council Agenda Jnly 19, 2005 14. CONSIDERATION OF THE FISCAL YEAR 2005/2006 LEVY OF ASSESSMENTS AND COLLECTION AGAINST THOSE ASSESSMENTS FOR CITY OPEN SPACE DISTRICT 14 Open Space Districts provide a financing mechanism to maintain the public open space areas associated with each particular development. The levy of an annual assessment for Fiscal Year 2005/2006 enables the City to provide these ongoing services. Adoption of the resolution approves the levy of assessments for Open Space District 14. (City Engineer) Staff recommendation: Council conduct the public hearing and adopt the following resolution: RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR CITY OPEN SPACE DISTRICT 14 OTHER BUSINESS 15. CITY MANAGER'S REPORTS 16. MAYOR'S REPORTS 17. COUNCIL COMMENTS CLOSED SESSION Announcements of actions taken in Closed Session shall be made available by noon on Wednesday following the Council Meeting at the City Attorney's office in accordance with the Ralph M. Brown Act (Government Code 54957.7). 18. CONFERENCE WITH LABOR NEGOTIATORS PURSUANT TO GOVERNMENT CODE 54957.6 · Agency designated representatives: Sharon Marshall, Marcia Raskin, David D. Rowlands, Jr., Maria Kachadoorian, Ed Van Eenoo · Employee organizations: Police Officers Association, Chula Vista Employees Association, International Association of Fire Fighters, Western Council of Engineers 19. CONFERENCE WITH LEGAL COUNSEL REGARDING EXISTING LITIGATION PURSUANT TO GOVERNMENT CODE SECTION 54956.9(a) A. City of Chula Vista v. Evanston Ins. (SDSC # GIC 818513) B. Sanchez v. City ofChula Vista [USDC # 04 CV 0084 (DMS)] C. CityofChula Vista v. SANDPIPA ADJOURNMENT to the Regular Meeting of July 26, 2005, at 6:00 p.m. in the Council Chambers. Page 7 - Council Agenda Jnly 19, 2005 DRAFT ORDINANCE NO. SECOND READING AND ADOPTION ORDINANCE OF THE CITY OF CHULA VISTA ADOPTING THE CALIFORNIA ELECTRICAL CODE, 2004 EDmON AND UNIFORM ADMINISTRATIVE CODE PROVISIONS FOR THE NATIONAL ELECTRICAL CODE, 1996 EDmON, WITH AMENDMENTS THE CITY COUNCIL OF THE CITY OF CHULA VISTA DOES ORDAIN AS FOLLOWS: SECTION I. That Chapter 15.24 of the Chula Vista Municipal Code is hereby amended to read as follows: Sections: 15.24.010 15.24.015 15.24.020 15.24.023 15.24.025 15.24.030 15.24.033 15.24.035 15.24.040 15.24.045 15.24.050 15.24.055 15.24.060 Chapter 15.24 ELECTRICAL CODE AND REGULATIONS California Electrical Code, ;wQ.j, 2004 Edition and Uniform Administrative Code Provisions for the National Electrical Code, 1996 Edition, adopted by reference. Subsection 203.1 of the Uniform Administrative Code Provisions for the National Electrical Code amended - Board of appeals and advisors. Subsection 20U of the Uniform Administrative Code Provisions for the National Electrical Code amended - Enforcement authority - Powers and duties of the building official. Subsection 301.2 of the Uniform Administrative Code Provisions for the National Electrical Code amended - Exemot Work. Subsection 304.1 of the Uniform Administrative Code Provisions for the National Electrical Code amended to have permit fees reference city's master fee schedule. Subsection 304.2 of the Uniform Administrative Code Provisions for the National Electrical Code is deleted. Subsection 305.5 of the Uniform Administrative Code Provisions for the National Electrical Code amended - Reinsuections. Previously used materials. This section was repealed by Ordinance No. 2875. Distnbution panels - Separate required when. Circuit cards to be posted when. Electric fences - Defined - Prohibited. Phase arrangement - Amended. 15.24.010 California Electrical Code ~ 2004 Edition and Uniform Administrative Code provisions for the National Electrical Code, 1996 Edition, adopted by reference. There is hereby adopted by reference that certain document known and designated as the California Electrical Code, ;!OOl, 2004 Edition, known as the California Code of Regulations Title 24, Part 3, and the Uniform Administrative Code Provisions for the National Electrical Code, 1996 Edition as published by the International Conference of Building Officials. Said documents are hereby adopted as the Electrical Code of the City of Chula Vista, California regulating the installation, repair, operation and maintenance of all electrical wiring and electrical apparatus of any nature whatsoever, whether inside or outside of any building, and issuance of permits and providing for the inspection thereof. 15.24.015 Suhsection 203.1 of the Uniform Administrative Code Provisions for the National Electrical Code amended - Board of Appeals and Advisors. 1-1 DRAFT Subsection 203.1 of the Uniform Administrative Code Provisions for the National Electrical Code amended to designate the Board of Appeals and Advisors as the Board of Appeals: In order to hear and decide appeals of orders, decisions or det=inations made by the Building Official relative to the application and interpretations of this code, there shall be and is hereby created a Board of Appeals and Advisors consisting of seven members who are qualified by experience and training to pass upon matters pertaining to electrical aspects of construction. The Building Official shall be an ex-officio member who shall not be entitled to vote and who shall act as secretary to the Board. The Board of Appeals and Advisors shall be appointed by the City Council from the qualified electors of the City in accordance with the provisions of Section 600 et seq. of the Charter. The Board shall render all decisions and findings in writing to the Building Official with a duplicate copy to the appellant. The decision of the Board is final. The Board of Appeals and Advisors shall recommend to the City Council such new legislation deemed necessary to govern electrical aspects of construction in the City of Chula Vista. 15.24.020 Subsection 201.1 of the Uniform Administrative Code Provisions for the National Electrical Code amended - Enforcement authority- Powers and duties of the Building Official. Subsection 201.1 of the Uniform Administrative Code Provisions for the National Electrical Code amended as it applies in Chula Vista shall read as follows: Subsection 201.1 - General. It shall be the duty of the Building Official to enforce the provisions of this code. The Building Official shall be the Assistant Director of the Building Division. For such purposes, the Building Official shall have the powers of a law enforcement officer. The Building Official shall have the power to render interpretations of this code and to adopt and enforce rules and regulations supplemental to this code as may be deemed necessary in order to clarify the application of the provisions of this code. Such interpretations, rules and regulations shall be in conformity with the intent and purpose of this code. 15.24.023 Subsection 301.2 of the Uniform Administrative Code Provisions for the National Electrical Code amended - Exempt Work. Subsection 301.2 of the Uniform Administrative Code Provisions for the National Electrical Code amended as it apolies in Chula Vista. to read as follows: Subsection 301.2 - Exempt Work. An electrical permit shall not be required for the following: 1. Portable motors or other portable appliances energized by means of a cord or cable having an attachment plug end to be connected to an approved receptacle when that cord or cable is permitted by this code. 2. Repair or replacement of fixed motors, transformers or fixed approved appliances of the same type and rating in the same location. 3. Temporary decorative lighting. 4. Repair or replacement of current-carrying parts of any switch, contactor or control device. 5. Reinstallation of attachment plug receptacles, but not the outlets therefore. 6. Repair orroplacement of any overcurrent device of the required capacity in the same location. 2 1-2 DRAFT 7. Repair or replacement of electrodes or transformers of the same size and capacity for signs or gas tube systems. 8. Taping joints. 9. Removal of electrical wiring. 10. Temporary wiring for experimental purposes in suitable experimental laboratories. II. The wiring for temporary theater, motion picture or television stage sets. 12. Electrical wiring, devices, appliances, apparatus or equipment operating less than 25 volts and not capable of supplying more than 50 watts of energy. 13. Low-energy power, control and signal circuits of Class II and Class ill as defined in this code. 14. A permit shall not be required for the installation, alteration or repair of electrical wiring, apparatus or equipment or the equipment or the generation, transmission, distribution or metering of electrical energy or in the operation of signals or the transmission of intelligence by a public or private utility in the exercise of its function as a serving utility. 15. Communications Circuits covered bv Article 800 of the Electrical Code. Exemption from the permit requirements of this code shall not be deemed to grant authorization for any work to be done in violation of the provisions of this code or any other laws or ordinances of this jurisilictio~ . 15.24.025 Subsection 304.1 of the Uniform Administrative Code Provisions for the National Electrical Code amended to have permit fees reference City's Master Fee Schedule. Subsection 304.1 of Section 304, Fees, of the Uniform Administrative Code Provisions for the National Electrical Code, as it applies in Chula Vista, shall read as follows: Subsection 304.1 - Permit Fees. The fee for each permit shall be set forth in the Master Fee Schedule of the City ofChuIa Vista. 15.24.030 Subsection 304.2 of the Uniform Administrative Code Provisions for the National E.lectrical Code is deleted: Subsection 304.2, Fees, of the Uniform Administrative Code Provisions for the National Electrical Code is deleted. 15.24.033 Subsection 305.5 of the Uniform Administrative Code Provisions for the National Electrical Code amended - ReinsDections. Subsection 305.5 of the Uniform Administrative Code Provisions for the National Electrical Code. as it aDOlies in Chula Vista. shall read as follows: Subsection 305.5 - Reinspections. A reinspection fee may be assessed for each inspection or reinspection when such portion of work for which inspection is called is not complete or when corrections called for are not made. ] 1-3 DRAFT This section is not to be interpreted as requiring reinspection fees the first time a job is rejected for failure to comply with the requirements of this code, but as controlling the practice of calling for inspections before the job is ready for such inspection or reinspection. Reinspection fees may be assessed when the approved plans are not readily available to the inspector, for failure to provide .ccess on the date for which inspection is requested, or for deviating from plans requiring the approval of the building official. Remsnection fees shall be as set forth in the Master Fee Schedule of the City ofChula Vista. Te BstaiR a remsJ'eeae&, tRe flppHsaat seaU ale an i!fJpH.eaasa 'Eherefere i:B writiBg upea a feFHi fumishea fer 1:hat fl~esB, aDa pa.y die rei:eBflBs'EisB fee m isseraa:aeB v\'1tJa TaBle 3 ?. In instances where reinspection fees have been assessed, additional inspection of the work will not be performed until the required fees have been paid. 15.24.035 Previously used materials. Previously used materials shall not be reused in any work without approval by the Building Official or an authorized deputy. 15.24.045 Distribution panels - Separate required wben. Each store in a store building, each flat in a flat building, and each building used as a dwelling shall be so wired that each store, apartment, flat or dwelling shall have separate lighting and/or power distnbution panels. Such panels shall not serve other portions of the building. Hotels, motels, hotel apartments and similar types of buildings may be wired from one or more distnbution panels. 15.24.050 Circuit cards to be posted when. When requested by the Building Official, a complete schedule of circuits showing the number, kind and capacity of each outlet on each circuit shall be posted on eachjob prior to rough inspection. 15.24.055 Electric fences - Defined - Prohibited. A. As used herein, the term electric fence includes all fences which in any way use electrical energy as an additional deterrent or have wires charged with electricity which are not covered with adequate insulation to protect persons and animals coming in contact therewith. B. No electric fence may be constructed, maintained or operated within the city. 15.24.060 Phase Arrangement - Amended. Section 381 3(f) 408.3 (E) of the California Electrical Code is hereby amended to read: Phase Arrangement The phase arrangement on three-phase buses shall be A, B, C from front to back, top to bottom, or left to right, as viewed from the front of the switchboard or panelboard. The C phase shall be that phase having the higher voltage ground on three-phase, four-wire delta-connected systems. Other busbar arrangements may be permitted for additions to existing installations and shall be marked. 4 1-4 DRAFT SECTION II. FINDINGS AND DECLARA nON The City Council of the City of Chula Vista specifically and expressly finds and declares that each of the amendments noted above to the 2004 Edition of the California Electrical Code is necessary due to local climatic, geological and topographical conditions. SECTIONIII. ENVlRONMENTALIMPACT. The Environmental Review Coordinator has reviewed the proposed acttV1ty for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Projecf' as defined under Section 15378 of the State CEQA Guidelines; therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not subject to CEQA. SECTION N. EFFECTIVE DATE. Ibis ordinance will take effect and be in force on August I, 2005. Presented by Approved as to form by Jim Sandoval Director of Planning and Building j)~~/?L Ann Moore J City Attorney Brad Remp, C.B.O Assistant Director/Building Official 5 1-5 DRAFT SECOND READING AND ADOPTION AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA APPROVING AN AMENDMENT TO THE OTAY RANCH SECTIONAL PLANNING AREA (SPA) ONE PLANNED COMMUNITY DISTRICT REGULATIONS MODIFYING THE SPA ONE ZONING DISTRICT MAP REDESIGNATING SEVEN (7) OPEN SP ACEIP ARK (OSIP) SITES TO COMMUNITY PURPOSE FACILITY (CPF). ORDINANCE NO. WHEREAS, the properties which are the subject matter of this ordinance are identified as Exhibit "A", "B" and "C", attached hereto and are commonly known as Community Purpose Facility (CPF) sites ("Property"); and, WHEREAS, an application to amend the Sectional Planning Area (SPA) One Planned Community District Regulations, Zoning District Map, was filed with the City of Chula Vista Planning and Building Department on June 7, 2004 by Otay Proj ect, LP, The Otay Ranch Company ("Applicant"); and, WHEREAS, the modified Otay Ranch SP A One Planned Community District Regulations, Zoning District Map, is intended to ensure that the Otay Ranch SPA One Plan is prepared in accordance with the Otay Ranch General Development Plan (GDP), to implement the CityofChula Vista General Plan for eastern Chula Vista, to promote the orderly planning and long term phased development of the Otay Ranch GDP and to establish conditions which will enable the amended Otay Ranch SPA One area to exist in harmony within the community ("Project"); and, WHEREAS, the amended Otay Ranch SPA One Planned Community District Regulations, Zoning District Map, is established pursuant to Title 19 of the Chula Vista Municipal Code, specifically Chapter 19.48 (PC) Planned Community Zone, and are applicable to the Otay Ranch SPA One Land Use Plan of the amended SPA One Plan; and, WHEREAS, the amended Otay Ranch SP A One Planned Community District Regulations modifies the SPA One Zoning District Map for Villages One, One West and Five to reflect rezoning of seven (7) existing privately-owned and maintained (ROA) recreation facilities from Open Space/Park (OS/P) to Community Purpose Facility (CPF) for the purpose of maintaining consistency with the Community Purpose Facility Ordinance, 19.48.025, of the Chula Vista Municipal Code and . satisfying a portion of the CPF requirement for SPA One; and, WHEREAS, the development of the Property has been the subject matter of a Sectional Planning Area One Plan ("SPA One Plan") previously approved by the City Council on June 4, 1996 by Resolution No. 18286, wherein the City Council, in the environmental evaluation of said SPA One Plan, relied in part on the original Otay Ranch SPA One Plan Final Environmental Impact Report No. 95-01, SCH #94101046 ("FEIR 95-01") and the amended Otay Ranch SPA One Plan Final Environmental Impact Report No. 97-03, SCH #97091079 ("FEIR 97-03"); and, 2-1 DRAFT Ordinance No. Page 2 WHEREAS, the amended Otay Ranch SPA One Plan refines and implements the land plans, goals, objectives and policies of the Otay Ranch GDP as adopted by the City Council of the City of Chula Vista on October, 28,1993, and as amended on May 14,1996, and November 10,1998; and, WHEREAS, the City's Environmental Review Coordinator has determined that the proposed project was adequately covered in previously adopted Otay Ranch Amended Sectional Planning Area One Final Environmental Impact Report Plan, (FEIR 97-03). Thus, no further environmental review or documentation is necessary; and, WHEREAS, the Planning Commission set the time and place for a hearing on said Otay Ranch Sectional Planning Area (SPA) One Plan amendment (PCM-03-32) and notice of said hearing, together with its purpose, was given by its publication in a newspaper of general circulation in the city and its mailing to property owners within 500 feet of the exterior boundaries of the Project site at least ten days prior to the hearing; and, WHEREAS, the hearing was held at the time and place as advertised, namely 6:00 p.m. June 8,2005, in the Council Chambers, 276 Fourth Avenue, before the Planning Commission and said hearing was thereafter closed; and, WHEREAS, by a vote of 5 - 0, the Planning Commission recommended approval the proj ect; and, WHEREAS, a public hearing was scheduled before the City Council of the City of Chula Vista on the Otay Ranch SPA One Amendment and adopting the ordinance to modify the Otay Ranch SPA One Planned Community District Regulations, Zoning District Map for Villages One, One West and Five; and, NOW, THEREFORE, BE IT RESOL YED THAT THE CITY COUNCIL of the City of Chula Vista does hereby find, determine, resolve and order as follows: I. PLANNING COMMISSION RECORD The proceedings and all evidence introduced before the Planning Commission at their public hearing on the amended SPA One Plan held on June 8, 2005 and the minutes and resolutions there from, are hereby incorporated into the record of this proceeding. These documents, along with any documents submitted to the decision makers, shall comprise the entire record of the proceedings for any California Environmental Quality Act (CEQA) claims. II. ACTION The City Council hereby amends the SPA One Planned Community District Regulations by modifying the Zoning District Map for Village One, One West and Five, as identified as 2-2 DRAFT Ordinance No. Page 3 Exhibit "D" in this ordinance, fuiding that it is consistent with the City of Chula Vista General Plan, the Otay Ranch General Development Plan, Otay Ranch SPA One Plan, and all other applicable Plans, and that the public necessity, convenience, general welfare and good planning and zoning practice support their approval and implementation. III. CERTIFICATION OF COMPLIANCE WITH CEQA The City Council hereby finds that the Proj ect, as described and analyzed in the Second-Tier Final EIR 95-01 and Final EIR 97-03, would have no new effects that were not examined in said Final EIR [Guideline 15168 (c)(2)]. IV. INCORPORATION OF ALL MITIGATION MEASURES AND ALTERNATIVES The City Council does hereby re-adopt and incorporate herein as conditions for this approval all applicable mitigation measures and alternatives, as set forth in the findings adopted in the Mitigation Monitoring Program for FEIR 95-01 and FEIR-97-03. V. NOTICE WITH LATER ACTIVITIES The City Council does hereby give notice, to the extent required bylaw, that this Project was fully described and analyzed and is within the scope of the FEIR 95-01 and FEIR-97-03 adequately describes and analyzes this project for the purposes of CEQA [Guideline 15168(e)]. VI. EFFECTIVE DATE This Ordinance shall take effect and be in full force on the thirtieth day from and after its adoption Presented by Approved as to form by Jim Sandoval Planning and Building Director aiV] riM- ~ Moore ity Attorney 2-3. COUNCIL AGENDA STATEMENT Item :, Meeting Date 7/19/05 ITEM TITLE: Resolution Approving the Final Map ofChula Vista Tract No. 01- 11, Otay Ranch Village 11, Neighborhoods R-24 and R-25; acknowledging the irrevocable offer of dedication of fee interest granted on said map; approving the Subdivision and Supplemental Subdivision Improvement Agreements and authorizing the Mayor to execute said Agreements SUBMITTED BY: City Engineer * J! City Manager "",. (4/5ths Vote: Yes_NoX) REVIEWED BY: The final map under consideration tonight is Otay Ranch Village 11, Neighborhoods R-24 and R-25. Neighborhoods R - 24 and R - 25 consist 0059 condominium dwelling units on two lots and one open space lot. . RECOMMENDATION: That Council adopt the resolution approving the Final Map and associated agreements. BOARD/COMMISSIONS RECOMMENDATIONS: Not applicable. DISCUSSION: Otay Ranch Village 11, with the marketing name of "Windingwalk" is generally located south of Eastlake Greens, east ofEastlake Parkway and north west of Hunte Parkway. (Attachment 1). The tentative map (Chula Vista Tract No. 01-11) was approved on October 23, 2001 by Resolution 2001- 364. The Design Review Committee approved the site plan for the project on February 7,2005. The Final Map for Neighborhood R-24 and R-25 (Attachment 2) and the associated agreements are now before Council for consideration and approval. The Final Map The final map has been reviewed by the Engineering Department and Department of Planning & Building and found to be in substantial conformance with the Tentative Map. On April 30, 2004 the Final "A" Map (14780) established Neighborhoods R-24 and R-25 with a total of359 condo units. The developer is now proposing to remap the project, re-arranging lot lines of the two original residential lots and dedicating one open space lot (Attachment 2). Approval of the final map constitutes acceptance of various public easements within the subdivision. The developer is proposing two homeowners associations (HOA's) for the project's two housing types as well as inclusion into the master homeowner's association. The CC&R's for the project provide for the maintenance of the streets, storm drains and sewers within said subdivision. The open space lot fronting Eastlake Parkway, lot "A", will be maintained by the City through CFD 09M, as required by the Landscape Master Plan for the Village. 3-1 Page 2, Item .3 Meeting Date 7/19/05 Subdivision and Supplemental Improvement Agreements (SIA. SSIA) The SIA and SSIA for the map outlines the developer's requirements to meet certain unfulfilled development conditions and requires the developer to construct the internal subdivision improvements and subdivision survey monuments. The developer has complied with the Municipal Code as it relates to bonding subdivision improvements and survey monumentation. Parks PAD fees for the detached condo units associated with this map have been collected. The attached condo units associated with this map are required to be paid prior to building permit issuance. FISCAL IMPACT: None to the General Fund. All staff costs associated with processing of the improvement plans, final maps and associated agreements will be reimbursed from the developer's deposits. Attaclunents: 1. Plat for Otay Ranch Village 11, 2. Plat for Olay Ranch Village 11, Neighborhoods R-24 and R-25 3. Developer's Disclosure Statement Exhibits: A. Subdivision Improvement Agreement B. Supplemental Subdivision Improvement Agreement (J:\EngineerIAGENDA \CAS2005\ 7 -19-05\R24-R25 Agenda Statement.doc) 3-2 ATTACHMENT \ CHULA VISTA TRACT NO. 01-11 OTAY RANCH VILLAGE 11 NEIGHBORHOODS R-24 & R25 113 .A" \ LOT .W - MAP 14180 LOT P ~ MAP 14780 ~ ~ . HUNSAKER ~~~9~TE I \ II 1\ II>>INtlC 101l'I"""""_ ~lon"""Ca92121 SUI'YEYI'<<: PHCa5IJ3sI.45OO. fX(tsIJ55I.1414 R:\0563\&M<1P\AX R24-25 CONCIL EXHIBIT SHT OO.owe[ 0 o 200 400 ~ I SCALE ,"= 200' 600 I r-"-2005:'0:56 - W.O. 51-417 ATTACHMENT 2 CHULA VISTA TRACT NO. 01-11 OTAY RAANCH VILLAGE 11 NEIGHBORHOODS E24 & R25 t - I H . HUNSAKER ~~~~~TES PWlNNC 'II1I'I__ ENON&U<C Son ...... Ca !IZIZl SIJlV!YINC _,........ fXlI5al55I.1414 1000 0 ~ 1000 2000 I I SCALE 1".1000' R:\0563\~p\OVERALL CITY EXHIT.dwg[1619]Jun-2~005: 14: 56 ~ 3000 I ATTACHMENT 3 City of Chula Vista Disclosure Statement Pursuant to Council Policy 101-01, prior to any action upon matters that will require discretionary action by the Council, Planning Commission and all other official bodies of the City, a statement of disclosure of certain ownership or financial interests, payments or campaign contributions for a City of Chula Vista election must be filed. The following information must be disclosed: 1. List the names of all persons having a financial interest in the property that is the subject of the application or the contract, e.g., owner, applicant, contractor, subcontractor, material supplier. .s(M~~ C:r-G Y 1/,11...."1'" /I .tt..c. / , 2. If any person* identified pursuant to (1) above is a corporation or partnership, list the names of all individuals with a $2000 investment in the business (corporation / partnership) entity. .vIA 3. If any person* identified pursuant to (1) above is a non-profit organization or trust, list the names of any person servirrg as director of the non-profit organization or as trustee or beneficiary or trustor 0 f the trust. viA 4. Please identify every person, including any agents, employees, consultants, or independent contractors you have assigned to represent you before the City in this matter. -:S;""--tl(f~ - '5k,~ +I/J"J~ tl()v1~J.U- -+ A.....GLJt.I- Ailf'a I/'...Ir"'~ L2~I'> ZVrl" ,- Sl..eu. Werlt$ G,j/,esl'~ ~";'f'" t:.r",,'f- CiMI'CU4/U<"J 5. Has anyperson* associated with this contract had any financial dealings with an official** of the City of Chula Vista as it relates to this contract with the past 12 months? Yes _ No ~ 3-5 "'''\ ',?,,".,...;~. ,. ..:\ City of Chula Vista Disclosure Statement If yes, briefly describe the nature of the financial interest the official** may have in this contract. 6. Have you made a contribution of more than $250 within the past twelve (12) months to a current member of the Chula Vista City Council? No...iK..- Yes If yes, which Council member? 7. Have you provided more than $340 (or an item of equivalent value) to an official * * of the City of Chula Vista in the past twelve (12) months? (This includes being a source of income, money to retire a legal debt, gift, loan, etc.) Yes _ No JX . If Yes, which official** and what was the nature of item provided? * igna e of Contract@~ ~~, ,na.f Print or type name of contracto~ Person is defined as: any individual, firm, co-partnership, joint venture, association, social club, fratemal organization, corporation, estate, trust, receiver syndicate, any other county, city municipality, district, or other political subdivision, - or any other group of combination acting as a unit. Date: b. "'2..3. 0) * Official includes, but is not limited to: Mayor, Council member, Planning Commissioner, Member of a board, commission, or committee of the City, employee, or staff members. 3-6 DRAFT RESOLUTION NO. 2005- - RESOLUTION APPROVING THE FINAL MAP OF CHULA VISTA TRACT NO. 01-11, OTAY RANCH VILLAGE 11, NEIGHBORHOODS R-24 AND R-25; ACKNOWLEDGING THE IRREVOCABLE OFFER OF DEDICATION OF FEE INTEREST GRANTED ON SAID MAP; APPROVING THE SUBDIVISION AND SUPPLEMENTAL SUBDIVISION IMPROVEMENT AGREEMENTS AND AUTHORIZING THE MAYOR TO EXECUTE SAID AGREEMENTS WHEREAS, Shea Homes L.P ("the developer") has submitted a final map for Otay Ranch Village 11, Neighborhoods 24 and 25; and WHEREAS, the developer has executed a Subdivision Improvement Agreement to install public facilities associated with the project; and WHEREAS, the developer has executed a Supplemental Subdivision Improvement Agreement to satisfy remaining conditions of City Council Resolution No. 2001-364; NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista hereby finds that certain map survey entitled Chula Vista Tract 01-11, Otay Ranch Village 11 Neighborhoods R-24 and R-25 is made in the manner and form prescribed by law and conforms to the surrounding surveys; and that said map and subdivision ofland shown thereon is hereby approved and accepted. The map is more particulary described as follows: Lots 7 and 8 of the Otay Ranch Village 11 "A" Map No.2, in the City of Chula Vista, State of California, according to map thereof No. 14780, filed in the Office of the County Recorder of San Diego County on April 30, 2004: Area: 21.758 Acres Numbered Lots: 2 Open Space Lots: 1 No. of Lots: 3 Lettered Lots: 1 BE IT FURTHER RESOLVED that the City Council hereby acknowledges and accepts on behalf of the City of Chula Vista the Irrevocable Offer of Dedication of Fee Interest of Lot "A" for open space and other public purposes all as shown on Otay Ranch Village 11 Neighborhoods R-24 and R-25 within said subdivision. BE IT FURTHER RESOLVED that the City Clerk of the City of Chula Vista is hereby authorized and directed to endorse upon the map the action of the City Council; that the Council has approved said subdivision map, and that the Irrevocable Offer of Dedication of Fee Interest of Lot "A" for open space and other public purposes is acknowledged on behalf of the City of Chula Vista. BE IT FURTHER RESOLVED that the certain Subdivision Improvement Agreement and Supplemental Subdivision Improvement Agreement for the project, copies of which are on file in the office of the City Clerk, are hereby approved. 3-7 Resolution Page 2 BE IT FURTHER RESOLVED that the City Clerk is hereby directed to transmit said map to the Clerk of the Board of Supervisors of the County of San Diego. DRAFT BE IT FURTHER RESOLVED that the Mayor of the City of Chula Vista is hereby authorized and directed to execute said agreements for and on behalf of the City of Chula Vista. Presented by Approved as to form by Sohaib Al-Agha City Engineer c:$:,,~ ~ City Attorney J :AttorneylReso/mapslReso $24-25 (J:\AttorneyVOHNMlReso R24-25.doc) 3-8 DRAFT THE A TT ACHED AGREEMENT HAS BEEN REVIEWED AND APPROVED AS TO FORM BY THE CITY ATTORNEY'S OFFICE AND WILL BE FORMALLY SIGNED UPON APPROVAL BY THE CITY COUNCIL Ann Moore City Attorney Dated: .s- Subdivision Improveme t A eement between the City of Chula Vista and Shea Homes, LP for Otay Ranch Village 11, Neighborhood R-24 & R-25 (CVT 01-11) 3-9 EXHIBIT A DRAFT Recording Requested by: CITY CLERK When Recorded, Mail to: CITY OF CHULA VISTA 276 Fourth Avenue Chula Vista, CA 91910 No transfer tax is due as this is a conveyance to a public agency of less than a fee interest for which no cash consideration has been paid or received. Declarant SUBDIVISION IMPROVEMENT AGREEMENT THIS AGREEMENT, made and entered into this day of .2005, by and between THE CITY OF CHULA VISTA, a municipal corporation, hereinafter called "City", SHEA HOMES, LP, a California Limited Partnership, referred to herein as "Subdivider", "Developer" or "Owner", with reference to the facts set forth below, which Recitals constitute a part of this Agreement; RECITALS: WHEREAS, Subdivider is about to present to the City Council of the City of Chula Vista for approval and recordation, a fmal subdivision map of a proposed subdivision, to be known as OTAY RANCH VILLAGE 11, NEIGHBORHOOD R-24 and R-25 (CVT 01-11) pursuant to the provisions of the Subdivision Map Act of the State of California, and in compliance with the provisions of Title 18 of the Chula Vista Municipal Code relating to the filing, approval and recordation of subdivision map; and WHEREAS, the Code provides that before said map is finally approved by the Council of the City of Chula Vista, Subdivider must have either installed and completed all of the improvements and/or land development work required by the Code to be installed in subdivisions before final maps of subdivisions are approved by the Council for purpose of recording in the Office of the County Recorder of San Diego County, or, as an alternative thereto, Subdivider shall enter into an agreement with City, secured by an approved improvement security to insure the performance of said work pursuant to the requirements of Title 18 of the Chula Vista Municipal Code, agreeing to install and complete, free of liens at Subdivider's own expense, all of the improvements and/or land development work required in said subdivision within a defmite period of time prescribed by said Council; and WHEREAS, Subdivider is willing in consideration of the approval and recordation of -1- 3-10 DRAFT said map by the Council, to enter into this agreement wherein it is provided that Subdivider will install and complete, at Subdivider's own expense, all the improvement work required by City in connection with the proposed subdivision and will deliver to City improvement securities as approved by the City Attorney; and WHEREAS, a tentative map of said subdivision has heretofore been approved, subject to certain requirements and conditions, as contained in Resolution No. 2001-364, approved on the 23rd day of October, 2001 and revised on May 27, 2003 by Resolution 2003-231 ("Tentative Map Resolution"); and WHEREAS, complete plans and specifications for the construction, installation and completion of said improvement work have been prepared and submitted to the City Engineer as identified under permit number B05-0225I & R-6241 NOW, THEREFORE, IT IS MUTUALLY UNDERSTOOD AND AGREED AS FOLLOWS: 1. Subdivider, for itself and his successors in interest, an obligation the burden of which encumbers and runs with the land, agrees to comply with all of the terms, conditions and requirements of the Tentative Map Resolution; to do and perform or cause to be done and performed, at its own expense, without cost to City, in a good and workmanlike manner, under the direction and to the satisfaction and approval of the City Engineer, all of the improvement and/or land development work required to be done in and adjoining said subdivision, including the improvements described in the above Recitals ("Improvement Work"); and will furnish the necessary materials therefore, all in strict conformity and in accordance with the plans and specifications, which documents have heretofore been filed in the Office of the City Engineer and as described in the above Recitals this reference are incorporated herein and made a part hereof. 2. It is expressly understood and agreed that all monuments have been or will be installed within thirty (30) days after the completion and acceptance of the Improvement Work, and that Subdivider has installed or will install temporary street name signs if permanent street name signs have not been installed. 3. It is expressly understood and agreed that Subdivider will cause all necessary materials to be furnished and all Improvement Work required under the provisions of this contract to be done on or before the second anniversary date of Council approval of the Subdivision Improvement Agreement. 4. It is understood and agreed that Subdivider will perform said Improvement Work as set forth hereinabove, or that portion of said Improvement Work serving any buildings or structures ready for occupancy in said subdivision, prior to the issuance of any certificate of clearance for utility connections for said buildings or structures in said subdivision, and such certificate shall not be issued until the City Engineer has certified in writing the completion of said improvements or the portion thereof serving said building or structures approved by the City; provided, however, that the improvement security shall not be required to cover the -2- 3-11 DRAFT provisions of this paragraph. 5. It is expressly understood and agreed to by Subdivider that, in the performance of said Improvement Work, Subdivider will conform to and abide by all of the provisions of the ordinances of the City of Chula Vista, and the laws of the State of California applicable to said work. 6. Subdivider further agrees to furnish and deliver to the City of Chula Vista, simultaneously with the execution of this agreement, an approved improvement security from a sufficient surety, whose sufficiency has been approved by the City in the sum of N1NE THOUSAND FNE HUNDRED DOLLARS AND NO CENTS ($9,500.00) to secure the installation of monuments, which security is attached hereto, marked Exhibit "A" and made a part hereof. 7. It is further agreed that if the Improvement Work is not completed within the time agreed herein, the sums provided by said improvement securities may be used by City for the completion of the Improvement Work within said subdivision in accordance with such specifications herein contained or referred, or at the option of the City, as are approved by the City Council at the time of engaging the work to be performed. Upon certification of completion by the City Engineer and acceptance of said work by City, and after certification by the Director of Finance that all costs hereof are fully paid, the whole amount, or any part thereof not required for payment thereof, may be released to Subdivider or its successors in interest, pursuant to the terms of the improvement security. Subdivider agrees to pay to the City any difference between the total costs incurred to perform the work, including design and administration of construction (including a reasonable allocation of overhead), and any proceeds from the improvement security. 10. It is also expressly agreed and understood by the parties hereto that in no case will the City of Chula Vista, or any department, board or officer thereof, be liable for any portion of the costs and expenses of the work aforesaid, nor shall any officer, his sureties or bondsmen, be liable for the payment of any sum or sums for said work or any materials furnished therefore, except to the limits established by the approved improvement security in accordance with the requirements of the State Subdivision Map Act and the provisions of Title 18 of the Chula Vista Municipal Code. 11. It is further understood and agreed by Subdivider that any engineering costs (including plan checking, inspection, materials furnished and other incidental expenses) incurred by City in connection with the approval of the Improvement Work plans and installation of Improvement Work hereinabove provided for, and the cost of street signs and street trees as required by City and approved by the City Engineer shall be paid by Subdivider, and that Subdivider shall deposit, prior to recordation of the Final Map, with City a sum of money sufficient to cover said cost. 12. It is understood and agreed that until such time as all Improvement Work is fully completed and accepted by City, Subdivider will be responsible for the care, maintenance of, and any damage to, the streets, alleys, easements, water and sewer lines within the proposed -3- 3-12 DRAFT subdivision. It is further understood and agreed that Subdivider shall guarantee all improvements for a period of one year from date of final acceptance and correct any and all defects or deficiencies arising during said period as a result of the acts or omission of Subdivider, its agents or employees in the performance of this agreement, and that upon acceptance of the work by City, Subdivider shall grant to City, by appropriate conveyance, the improvements constructed pursuant to this agreement; provided, however, that said acceptance shall not constitute a waiver of defects by City as set forth hereinabove. 13. It is understood and agreed that City, as indemnitee, or any officer or employee thereof, shall not be liable for any injury to person or property occasioned by reason of the acts or omissions of Subdivider, its agents or employees, or indemnitee, related to this agreement. Subdivider further agrees to protect and hold the City, its officers and employees, harmless from any and all claims, demands, causes of action, liability or loss of any sort, because of or arising out of acts or omissions of Subdivider, its agents or employees, or indemnitee, related to this agreement; provided, however, that the approved improvement security shall not be required to cover the provisions of this paragraph. Such indemnification and agreement to hold harmless shall extend to damages to adj acent or downstream properties or the taking of property from owners of such adjacent or downstream properties as a result of the construction of said subdivision and the improvements as provided herein. It shall also extend to damages resulting from diversion of waters, change in the volume of flow, modification of the velocity of the water, erosion or siltation, or the modification of the point of discharge as the result of the construction and maintenance of drainage systems. The approval of plans providing for any or all of these conditions shall not constitute the assumption by City of any responsibility for such damage or taking, nor shall City, by said approval, be an insurer or surety for the construction of the subdivision pursuant to said approved improvement plans. The provisions of this paragraph shall become effective upon the execution of this agreement and shall remain in full force and effect for ten (10) years following the acceptance by the City of the improvements. 14. Subdivider agrees to defend, indemnify, and hold harmless the City or its agents, officers, and employees from any claim, action, or proceeding against the City or its agents, officers, or employees to attack, set aside, void, or annul, an approval of the City, advisory agency, appeal board, or legislative body concerning a subdivision, which action is brought within the time period provided for in Section 66499.37 of the Government Code of the State of California. 15. Assignability. Upon request of the Subdivider, any or all on-site duties and obligations set forth herein may be assigned to Subdivider's successor in interest if the City Manager in his/her sole discretion determines that such an assignment will not adversely affect the City's interest. The City Manager in his/her sole discretion may, if such assignment is requested, permit a substitution of securities by the successor in interest in place and stead of the original securities described herein so long as such substituted securities meet the criteria for security as set forth elsewhere in this Agreement. Such assignment will be in a form approved by the City Attorney. -4- (C:\Documents and SettingslChrisLiILocal SettingslTemporary Internet FilesIOLK6CF\SIA R-24 R-25.doc) 3-13 DRAFT [NEXT PAGE IS PAGE ONE OF TWO SIGNATURE PAGES] [pAGE ONE OF TWO SIGNATURE PAGES TO THE SUBDIVISION IMPROVEMENT AGREEMENT FOR OTAY RANCH VILLAGE ELEVEN, NEIGHBORHOOD R-24 AND R25, CHULA VISTA TRACT NO. 01-11] IN WITNESS WHEREOF, the parties hereto have caused this agreement to be executed the day and year first hereinabove set forth. THE CITY OF CHULA VISTA Stephen C. Padilla Mayor of the City ofChula Vista ATTEST City Clerk Approved as to form by Ann Moore City Attorney -5- 3-14 DRAFT [NEXT PAGE IS PAGE TWO OF TWO SIGNATURE PAGES] [PAGE TWO OF TWO SIGNATURE PAGES TO THE SUBDIVISION IMPROVEMENT AGREEMENT FOR OTAY RANCH VILLAGE ELEVEN, NEIGHBORHOOD R-24 AND R25, CHULA VISTA TRACT NO. 01-11] DEVELOPERS/OWNERS: SHEA ~MES L~ED P ~TNERSHIP, a California Limited Partnership By:" ~ f- ". Narrie: ~~"t L,.-. i'>~-iS:""'/ve:~ ::~ Name: :,tf,<.k.J '6(" ~ Its authorized agent (Attach Notary Acknowledgment) -6- (C:\Documents and SettingslChrisLiILocal SettingslTemporary Internet Files10LK6CF\SlA R-24 R-25.doc) 3-15 DRAFT LIST OF EXHIBITS Exhibit "A" Improvement Security - Monuments: Form: Bond Amount: $9,500.00 Securities approved as to form and amount by City Attorney Improvement Completion Date: Two (2) years from date of City Council approval of the Subdivision Improvement Agreement. -7- 3-16 DRfl\FT State of California ) ) s.s. County of San Diego ) On June 28, 2005 before me, Debra E. Young, Notary Public, personally appeared Alexander L. Plishner and Michael Brekka personally known to me to be the persons whose names are subscribed to the within instrument and acknowledged to me that they executed the same in their authorized capacities, and that by their signatures on the instrument the persons, or the entity upon behalf of which the persons acted, executed the instrument. WITNESS my hand and official seal. ~k ffd .1 it DEBRA E. YOUNG ( _ Comm.' 1333971 Ul. NOTARY PUBLIC -CALIFORNIA ~ 1.' San Diogo County .. . . My Comm. Expim O.~..9: ~005.~ 3-17 DRAFT THE A TT ACHED AGREEMENT HAS BEEN REVIEWED AND APPROVED AS TO FORM BY THE CITY ATTORNEY'S OFFICE AND WILL BE FORMALLY SIGNED UPON APPROVAL BY THE CITY COUNCIL Ann Moore City Attorney Dated: 7 13 o.s- . Supplemental Subdivision Impr vement Agreement between the City ofChula Vista and Shea Homes, LP for Otay Ranch Village II, Neighborhood R-24 & R-25 (CVT 01-11) 3-18 EXHIBIT 1? DRAFT 07/05/05 CITY OF CHULA VISTA 276 Fourth Avenue ChulaVista, CA 91910 ) ) ) ) ) ) ) ) ) Above Space for Recorder's Use RECORDING REQUEST BY: City Clerk WHEN RECORDED MAIL TO: OR-624F SUPPLEMENTAL SUBpIVISION IMPROVEMENT AGREEMENT FOR OTAY RANCH VILLAGE ELEVEN, CHULA VISTA TRACT NO. 01-11 NEIGHBORHOODS R-24 & R-25 (Conditions 1-5, 7, 8, 11, 13-17, 22, 32, 35, 48-51, 55-57, 69, 78, 96, 109, 114, 116, 118, 121, 122, 124, 134-141, 143-148, 150, 172-176, 179-184, 189, 192, 195-205 of Resolution 2001-364) This Supplemental Subdivision Improvement Agreement ("Agreement") is made this day of , 2005, by and between THE CITY OF CHULA VISTA, California ("City" for recording purposes only) and the signatories to this Agreement, SHEA HOMES, LP, a California Limited Partnership (" Developer" or "Owner"), with reference to the facts set forth below, which recitals constitute a part of this Agreement: RECJ:TALS A. This Agreement concerns and affects certain real property located in Chula Vista, California, more particularly described on Exhibit "A" attached hereto and incorporated herein ("Property") . The Property is R-24 & R-25 of approved Tentative Subdivision Map Chula Vista Tract 01-11 Otay Ranch Village Eleven, commonly known as Windingwalk. For purposes of this Agreement the term "Project" shall also mean "Property". . B. "Owner" or "Developer" means the person, persons or entity having a legal or an equitable interest in the property or parts thereof and includes Owner's successors-in-interest and assigns of any property within the boundaries of the Property. C. Developer and/or Developer's predecessor in interest has applied for and the City has approved Tentative Subdivision Map commonly referred to as Chula Vista Tract 01-11 (' Tentative Subdivision Map' or "Tentative Map') for the subdivision of the Property. 1 3-19 DRAFT Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F D. The City has adopted Resolution No. 2001-364 ("Resolution") pursuant to which it has approved the Tentative Subdivision Map subject to certain conditions as more particularly described in the Resolution. E. Developer has requested the approval of a "B" Map for the Project. Certain conditions of approval of the Tentative Subdivision Map require Developer to enter into an agreement with the City prior to approval of the Third Final Map for the Project. Said agreement shall run with the entire land contained within the Proj ect. F. City is willing, on the premises, security, terms and condi tions herein contained to approve the Final Map for which Developer has applied and Developer has agreed to the terms and conditions set forth herein. G. The following defined terms shall have the meaning set forth herein, unless otherwise specifically indicated: a. "Complete Construction" shall construction of the improvements have been been inspected and accepted by the City. mean tha t the completed and have b. "Guest Builder" means those entities obtaining any interest in the Property or a portion of the Property, after the Final Map has been recorded. c. "SPA Plan" means the Otay Ranch Village Eleven Sectional Planning Area Plan as adopted by the City Council on October 17, 2001 pursuant to Resolution No. 2001-363 and any modifications or amendments. d. "PFFP" means the Otay Ranch Village Eleven Public Facilities Financing Plan adopted by Resolution No. 2001-363, and as may be further amended from time to time. e. "FSEIR 01-02" means Final Subsequent Environmental Impact Report and its attendant Addendum for the Otay Ranch General Development Plan Amendments/Village Eleven Sectional Area plan and Conceptual Tentative Map. f. "Improvement -Plans" means all the onsite and offsite improvements required to serve the lots created by the Final Map, in accordance with improvement plans to be approved by the City. Said improvements shall include, but not limited to, asphalt concrete pavement, base, concrete curb, gutter and sidewalk, sewer, reclaimed and potable water utilities, drainage facilities, street lights, signage, landscaping, irrigation, fencing and fire hydrants. 2 3-20 DR l~.FT Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F NOW, THEREFORE, in exchange for the mutual covenants, terms and conditions herein contained, the parties agree as set forth below. 1. Agreement Applicable to Subsequent Owners. a. Agreement Binding upon Successors. This Agreement shall be binding upon and inure to the benefit of the successors, assigns and interests of the parties as to any or all of the Property as described on Exhibit "A" until released by the mutual consent of the parties. b. Agreement Runs with the Land. The burden of the covenants contained in this Agreement ("Burden") is for the benefit of the Property and the City, its successors and assigns and any successor in interest thereto. City is deemed the beneficiary of such covenants for and in its own right and for the purposes of protecting the interest of the community and other parties public or private, in whose favor and for whose benefit of such covenants running with the land have been provided without regard to whether City has been, remained or are owners of any particular land or interest therein. If such covenants are breached, the City shall have the right to exercise all rights and remedies and to maintain any actions or suits at law or in equity or other proper proceedings to enforce the curing of such breach to which it or any other beneficiaries of this agreement and the covenants may be entitled. c. Developer Release on Guest Builder Assignments. If Developer assigns any portion of the Project to a Guest Builder, Developer may request to be released from Developer'S obligations under this Agreement, that are expressly assumed by the Guest Builder, provided Developer obtains the prior written consent of the City to such release. Such assignment to the Guest Builder shall, however, be subject to this Agreement and the Burden of this Agreement shall remain a covenant running with the land. The City shall not withhold its consent to any such request for a release so long as the assignee acknowledges that the Burden of the Agreement runs with the land, assumes the obligations of the Developer under this Agreement, and demonstrates, to the satisfaction of the City, its ability to perform its obligations under this Agreement as it relates to the portion of the Project which is being acquired by the Assignee. d. Partial Release of Developer's Assignees. If Developer assigns any portion of the Project subject to the Burden of this Agreement, upon request by the Developer or its assignee, the City shall release the assignee of the Burden of this Agreement as to such assigned portion if such portion has complied with the requirements of this Agreement 3 3-21 Village 11, R 24 & R 25 SSIA DD A ~T f{-:, f4\:J ~ 07/05/05 OR-624F to the satisfaction of the City and such partial release will not, in the opinion of the City, jeopardize the likelihood that the remainder of the Burden will not be completed. e. Release of Individual Lots. Upon the occurrence of any of the following events, Developer shall, upon receipt of the prior written consent of the City Manager (or Manager's designee), have the right to release any lot (s) from Developer's obligation under this Agreement: i. The execution of sale of a residential lot housing unit; ii. The conveyance Association; a purchase agreement for the to a buyer of an individual of a lot to a Homeowner's The City shall not withhold its consent to such release so long as the City finds in good faith that such release will not jeopardize the City's. assurance that the obligations set forth in this Agreement will be performed. At the request of the Developer, the City Manager (or Manager's designee) shall execute an instrument drafted by Developer in a recordable form acceptable to the City Manager (or Manager's designee), which confirms the. release of such lot or parcel from the encumbrance of this Agreement. Notwithstanding the foregoing, at the close of an individual homeowner's escrow on any lot or parcel encumbered by this Agreement, such lot or parcel shall be automatically released from the encumbrance hereof. 2. Condition No. 1 - (Agreement to all terms, covenants and conditions). In satisfaction of Condition No. 1 of the Resolution, Developer agrees to all of the terms, covenants and conditions contained herein shall that binding upon and inure to the benefit of the heirs, successors, assigns and representatives of the Developer as to any or all of the Property. 3. Condition No. 2 - (Requirements and ll'Uidelines). In satisfaction of Condition No. 2 of the Resolution, Developer agrees to comply with all requirements and guidelines of the City of Chula Vista General Plan; the City's Growth Management Ordinance; Chula Vista Landscape Manual, Chula Design Plan; Otay Ranch General Development Plan, Otay Ranch Resource Management Plan, Phase 1 and Phase 2; Ranch Wide Affordable Housing Plan; Otay Ranch Overall Design Plan; FSEIR # 01-02; Otay Ranch Village Eleven Sectional Planning Area (SPA) Plan and supporting documents including: Village Eleven Public Facilities Finance Plan; Village Eleven Parks, Recreation, Open Space and Trails Plan; all previous superior Village Eleven Subdivision Improvement Agreements (SIA); 4 3-22 DRAFT Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F Village Eleven SPA Affordable Housing Plan and the Non-Renewable Energy Conservation Plan as amended from time to time, unless specifically modified by the appropriate department head, with the approval of the City Manager in wri ting. These plans may be subject to minor modifications by the appropriate department head, with the approval of the City Manager in writing, however, any material modifications shall be subject to approval by the City Council. 4. Condi tion No. 3 (Ci ty' s Right to Revoke or Modify Approvals). In satisfaction of Condition No.3 of the Resolution, if any of the terms, covenants or conditions contained herein shall fail to occur or if they are, by their terms, to be implemented and maintained over time, if any of such conditions fail to be so implemented and maintained according to their terms, the City shall have the right to revoke or modify all approvals herein granted including issuance of building permits, deny, or further condition the subsequent approvals that are derived from the approvals herein granted, institute and prosecute litigation to compel their compliance with said conditions or seek damages for their violation. The Developer shall be notified 10 days in advance prior to any of the above actions being taken by the City and shall be given the opportunity to remedy any deficiencies identified by the City. 5. Condition No.4 - (Hold City Harmless). In satisfaction of Condition No. 4 of the Resolution, Developer agrees to defend, indemnify, protect and hold the City harmless from and against any and all claims, liabilities and costs, including attorney's fees, arising from challenges to the Environmental Impact Report and subsequent environmental review for the Project and any or all entitlements and approvals issued by the City in connection with the Project. 6. Condition No. 5 - (Comply with SPA Conditions). In satisfaction of Condition No. 5 of the Resolution, the Developer agrees to comply with all applicable Village Eleven SPA conditions of approval, (PCM 99-15) as may be amended from time to time. Developer further agrees as follows: a. To implement the final Otay Ranch Village Eleven Air Quality Improvement Plan (AQIP) approved measures and include the measures as part of the Project. The Developer further: i. Agrees to comply and remain in compliance with the AQIP; ii. Waives any claim that adoption of the final AQIP constitutes an improper subsequent imposition of the condition; iii. Acknowledges that the City Council may, from time-to-time, modify air quality improvement and energy conservation measures related to new development as 5 3-23 Village 11, R 24 & R 25 SSIA DRAFT 07/05/05 OR-624F various technologies and/or programs change or become available; and iv. Agrees prior to or concurrent with each Final Map for the Project to modify the AQIP to incorporate those new measures, which are in effect at the time. Developer further acknowledges that the new measures shall apply, as applicable, to development within all future final map areas, but shall not be retroactive to those areas which receive final map approval prior to effect of the subject new measures. b. To implement the final Otay Ranch Village Eleven Water Conservation plan (WCP) approved measures and include the measures as part of the Project. The Developer further: i. Agrees to comply and remain in compliance with the WCP; ii. Waives any claim that the adoption of a final WCP constitutes an improper subsequent imposition of the condition; iii. Acknowledges that the City Council may, from time-to-time, modify water conservation measures related to new development as various technologies and/or programs change or become available; iv. Agrees prior to or concurrent with each final map for the Project to modify the WCP to incorporate those new measures, which are in effect at the time. Developer further acknowledges that the new measures shall apply to development within all future final map areas, but shall not be retroactive to those areas which received final map approval prior to effect of the subject measures. 7. Condition No. 7 - (Agreements) . In satisfaction of Condition No. 7 of the Resolution, the Developer agrees that any and all agreements that the applicant is required to enter in, hereunder, shall be in a form approved by the City Attorney. 8. Condition No. 8 (Land Offer Agreement). In satisfaction of Condition No. 8 of the Resolution, Developer hereby agrees that terms, conditions and time limits associated with this Final Map shall be consistent with the Land Offer Agreement approved by Resolution No. 2000-116 by the City Council on April 11,2000 ("Land Offer Agreement") and as amended on August 7, 2001. The Developer and City of Chula Vista hereby agrees to comply with the provisions of the Land Offer Agreement and all Amendments thereto, and to remain in compliance with the entire Land Offer Agreement and Amendments for the life of the Agreement. Prior to the first final map for the Project, Applicant shall convey all land in a manner consistent with and in accordance with the Land Offer Agreement. 6 3-24 Village 11, R 24 & R 25 SSIA DRAFT 07/05/05 OR-624F 9. Condition No. 11 (Conveyance Agreement) . In satisfaction of Condition No. 11 of the Resolution, Developer hereby agrees to comply with the terms of the Conveyance Agreement, as may be amended from time to time, adopted by Resolution No. 18416 by the City Council on October 22, 1996 ("Conveyance Agreement") . 10. Condition No. 13 - (Environmental). In satisfaction of Condition No. 13 of the Resolution, Developer hereby agrees, to implement, to the satisfaction of the Director of Planning and Building, all environmental impact mitigation measures identified in FSEIR 01-02 (SCH#2001031120), the candidate CEQA Findings and Mitigation Monitoring and Reporting Program (FSEIR 01-02) for this Project. 11. Condition No. 14 - (Other Agencies). In satisfaction of Condition No. 14 of the Resolution, Developer hereby agrees to comply with all applicable requirements of the California Department of Fish and Game, the California State Water Resources Quality Control Board, the U.S. Fish and wildlife Service and the U.S. Army Corps of Engineers. Prior to any activity that may potentially impact biological resources, such as clearing and grubbing, the Developer agrees to comply with all applicable requirements prescribed in the Otay Ranch GDp/village Eleven FSEIR 01-02 (SCH#2001031120), and Mitigation Monitoring and Reporting Program. 12. Condition No. 15 (U. S. Fish and Wildlife/Fish and Game) . In satisfaction of Condition No. 15 of the Resolution, Developer hereby agrees, to comply with the Project's take permit/authorization from the U.S. Fish and wildlife Service and California Department of Fish and Game, and comply with the City of Chula Vista MSCP Sub area Plan. 13. Condition No. 16 - (RMP). In satisfaction of Condition 16 of the Resolution, Developer hereby agrees to comply with all requirements and policies of the Otay Ranch Resource Management Plan (RMP) as approved by City Council on October 28, 1993, and Otay Ranch, phase 2 Resource Management Plan (RMP2) as approved by City Council on June 4, 1996, and as may be amended from time to time by the City. In compliance with the conveyance requirements of the RMP 1 and 2, developer shall provide the City with a substitute irrevocable offer of dedication (IOD) of fee interest to the satisfaction of the Director. of Planning and Building in lieu of IOD #2004-0876640 for preserve lands if the proposed General plan Update/RMP boundary amendment (referenced in EIR 05-01, December 2004, Figure 5.3-3, Numbers 1 and 6) is not approved or if any portion of the existing IOD (Document # 2004-0876640) is not within the adopted RMP boundary prior to the issuance of the first production building permit. 7 3-25 Village 11, R 24 & R 25 SSIA DR AFT 07/05/05 OR-624F 14. Condition No. 17 - (Preserve Conveyance Schedule). In satisfaction of Condition No. 17 of the Resolution, Developer hereby agrees to comply with the requirements and policies of the Otay Ranch Resource Management Plan "Preserve Conveyance Schedule" as approved by City Council on June 4, 1996, as may be amended from time to time. 15. Condition No. 22 (Otay Ranch Resource Management Plan). In satisfaction of Condition No. 22 of the Resolution, Developer shall convey fee title, or upon the consent of the Preserve Owner/Manager (POM) and any lien holder, an easement restricting use of the land to those permitted by the Otay Ranch Resource Management plan (RMP) , to the POM upon the recordation of each final map for an amount of land equal to the final map's obligation to convey land to the Preserve. Where an easement is conveyed, the Applicant shall be required to provide subordination of any prior lien holders in order to ensure that the POM has a first priority interest in such land. Where consent and subordination cannot be obtained, the Applicant shall convey fee ti tle. Where fee title or an easement is conveyed, access to the satisfaction of the POM shall also be conveyed. Applicant shall maintain the conveyed parcel until the Habitat Maintenance District has generated sufficient revenues to enable the POM to assume maintenance responsibilities. IF an easement is granted, Developer shall convey fee title upon demand by the POM. The Applicant shall irrevocably offer for dedication to the City or designee, fee title, upon the recordation of each final map for an amount of land equal to the final map's obligation to convey land to the Preserve. The Applicant shall maintain and manage the conveyed parcel until the Preserve Community Facilities District (CFD) has generated sufficient revenues to enable the POM to assume maintenance and management responsibilities. 16. Condition following: Condition No. 32 - (Street Trees). In satisfaction of No. 32 of the Resolution, Developer agrees to the a. The Developer shall install all street trees in accordance with Section 18.28.10 of the Chula Vista Municipal Code. All street trees shall be planted in parkways, or as otherwise approved by the Director of Planning and Building. Street trees, which have been selected from the revised list of appropriate tree species described in the Village Design Plan, shall be approved by the Director of Planning and Building and Director of Engineering. b. Prior to the installation of any dry utilities, including but not limited to cable, telephone, gas or electric lines, Developer agrees to complete preliminary street improvement plans that show the location of all 8 3-26 Village 11, R 24 & R 25 SSIA DR AFT 07/05/05 OR-624F future street trees, which will be subject to the review and approval of the Director of Building and Park Construction and the Director of Planning & Building. Prior to any utility installation, wood stakes shall be placed by the Developer on site according to approved preliminary street tree plans and shall be painted a bright color and labeled as future street tree location. Developer further agrees to provide City documentation, acceptable by the Director of Building and Park Construction and the Director of Planning and Building, that all utility companies have been given notice that no dry utility line shall be located within five feet of the wood stake in any direction. Developer will maintain street tree identification stakes in location as shown on approved preliminary plans until all dry utilities are in place. c. The Developer shall provide root control methods per the requirements of the Director of Planning and Building, and provide a deep watering irrigation system for the trees. d. A street tree improvement plan shall be submitted for review and subject to the approval of the Director of Planning and Building and the City Engineer prior to or concurrent with the second submittal of street improvement plans within the subdivision. Approval of the street tree improvement plans shall constitute final approval of the selection of street trees for the street parkways. 17. Condition No. 35 (PFFP). In satisfaction of Condition No. 35 of the Resolution, Developer agrees to install public facilities in accordance with the Otay Ranch Village Eleven SPA, Public Facilities Finance plan (PFFP) as may be amended from time to time or as required by the City Engineer to meet threshold standards adopted by the City of Chula Vista. Developer acknowledge that the City Engineer and Director of Planning and Building may, at their discretion, modify the sequence, schedule, alignment and design of improvement construction should conditions change to warrant such a revision. 18. Condition No. 48 - (Fire). In partial satisfaction of Condition No. 48 of the Resolution, Developer agrees to comply wi th the Fire Department's codes and policies for Fire Prevention, as may be amended from time to time. Developer further agress that prior to the issuance of any building permit{s) for the Project, to provide the following items prior to delivery of combustible materials on any construction site on the Project: a. Water supply consisting of fire hydrants as approved and indicated by the Fire Department during plan check to the satisfaction of the Fire Department. Any temporary water supply source is subject to prior approval by the Fire Marshal; and 9 3-27 Village II, R 24 & R 25 SSIA DRAFT 07/05/05 OR-624F b. Emergency vehicle access consisting of a minimum first layer of hard asphalt surface or concrete surface, with a minimum standard width of 20 feet; and c. Street signs installed to the satisfaction of the Department of Public Works. Temporary street signs shall be subject to the approval of the Department of Public Works and Fire Department. Locations and identification of temporary street signs shall be subject to review and approval by the Department of Public Works and Fire Department. 19. Condition No. 49 (Construction Timing). In satisfaction of Condition No. 49 of the Resolution, Developer agrees to obtain the approval of the City'S Fire Marshal for the timing of construction of all internal streets in the Project. 20. Conditions No. 50 - (Fire Hydrants). In satisfaction of Condition No. 50 of the Resolution, Developer agrees that in addition to those fire hydrants depicted on the tentative map, the Developer shall install additional fire hydrants upon request and to the satisfaction of the Fire Department. 21. Conditions No. 51 - (Turnaround). In satisfaction of Condition No. 51 of the Resolution, Developer agrees to construct a temporary turnaround or street improvements, upon the request of and as determined necessary by the City Engineer and Fire Marshal, at the end of temporarily stubbed streets greater than 150 ft. in length (as measured from the nearest street centerline intersection) . 22. Conditions No. 55 - (Improvements to School Site). In satisfaction of Condition No. 55 of the Resolution, Developer agrees to construct and secure to the satisfaction of the City Engineer, the following improvements: a. All necessary improvements for providing ingress and egress to each school site (Sl & S2) within Chula Vista Tract 01-11. This requirement shall also include but is not limited to any required modification to medians, storm drainage system, street lights, and irrigation improvements; and, b. If warranted and upon the request of the City engineer, traffic signal improvements for providing vehicular ingress and egress to the School site. (Engineering) 23. Condition No. 56 satisfaction of Condition No. shall : (Transit stop facilities). In 56 of the Resolution, Developer a. Fund and install Chula Vista transit stop facilities within the tentative map boundary when directed by the 10 3-28 Village 11, R 24 & R 25 SSIA DRAFT 07/05/05 OR-624F Director of Public Works. The improvement plans for said stops shall be prepared in accordance with the transit stop details described in the Village Eleven Design Plan and Village Eleven PFFP and as approved by the Directors of Planning and Building and Public Works. b. benefit Trolley Not protest the formation of any future regional assessment district to finance the MTDB San Diego LRT System. (Engineering) 24. Condition No. 57 - (ADA). In satisfaction of Condition No. 57 of the Resolution, Developer agrees to construct sidewalks and construct pedestrian ramps on all walkways to meet "Americans with Disabilities Act" standards and as approved by the City Engineer. In the event the Federal Government adopts ADA standards for street rights-of-way, which are in conflict with the standards and approvals contained herein, all such approvals conflicting with those standards shall be updated to reflect those standards. Unless otherwise required by federal law, City ADA standards may be considered vested, as determined by Federal regulations, only after construction has commenced. 25. Condition No. 69 - (LOMR). In satisfaction of Condition No. 69 of the Resolution, Developer agrees that prior to transfer of responsibility of maintenance of any basins required to serve the Project, and release of the grading bond to obtain a Letter of Map Revision (LOMR) from the Federal Emergency Management Agency revising the current National Flood Insurance Program Maps to reflect the effect of the drainage improvements. Developer acknowledges and agrees that it shall be the responsibility of the Developer to revise the flood plain map to reflect all modifications and to ensure that no proposed lot will be created in said flood plain. 26. Condition No. 78 (NPDES). In satisfaction of Condition No. 78 of the Resolution, Developer agrees to comply with all applicable regulations established by the United States Environmental Protection Agency (USEPA) as set forth in the National Pollutant Discharge Elimination System (N.P.D.E.S.) permit requirements for urban runoff and storm water discharge and any regulations adopted by the City of Chula Vista pursuant to the N.P.D.E.S. regulations or requirements. Developer further agrees to file a Notice of Intent with the State Water Resources Control Board to obtain coverage under the N. P. D. E. S . General Permi t for Storm Water Discharges Associated with Construction Activity and shall implement a Storm Water Pollution Prevention Plan (SWPPP) concurrent with the commencement of grading activities. The SWPPP shall include both construction and post construction pollution prevention and pollution control measures and shall identify funding mechanisms for post construction control measures. The Developer further agrees to comply with all the provisions of the N.P.D.E.S. and the Clean Water Program 11 3-29 DRAFT Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F during and after all phases of the development process, including but not limited to: mass grading, rough grading, construction of street and landscaping improvements, and construction of dwelling units. The Developer shall design the Project's storm drains and other drainage facilities to include Best Management Practices to minimize non-point source pollution, satisfactory to the City Engineer. The San Diego Regional Water Quality Control Board has issued a new Municipal Storm Water Permit (Order No. 2001-01). The permit includes regulations such as implementation of Standard Urban Storm Water Mitigation Plans (SUSMPS) and Numeric Sizing Criteria for new residential development. The Developer agrees to comply with all relevant City regulations, when they become effective, including but not limited to incorporation into the design and implementation of the Project temporary and permanent structural Best Management Practices and non-structural mitigation measures that would reduce pollution of storm water runoff to the maximum extent practicable. 27. Condition No. 96 - (Permitting agencies). In partial satisfaction of Condition No. 96 of the Resolution, Developer agrees to obtain approval from all applicable permitting agencies, including but not limited to FEMA, prior to any work within each of the agencies jurisdiction. Developer further acknowledges and agrees that all mitigation requirements will be the responsibility of the Developer. 28. Condition No. 109 - (Sewer Service). In satisfaction of Condition No. 109 of the Resolution, Developer agrees to pay fees in accordance with applicable City of Chula Vista ordinances and ensure that the future HOA will clean out and maintain the sewer facilities two (2) times per year. In addition developer shall Provide continuous inspection and provide a closed circuit T.V. of all installed private sewer facilities proposed to be connected to the City's System prior to connection, to the satisfaction of the City Engineer. 29. Condition No. 114 (PLDO) . In satisfaction of Condition No. 114 of the Resolution, Developer shall satisfy the requirements of the Park Land Dedication Ordinance (PLDO). The ordinance establishes a requirement that the project provide three (3) acres of local parks and related improvements per 1,000 residents. Local parks are comprised of community parks and neighborhood parks. The Project's Neighborhood Park portion of the local park requirement shall be satisfied through the provision of a 7.0 net-acre Neighborhood Park (P-l). The remaining requirement shall be satisfied in a future Community Park through the payment of fees, dedication of land, or a combination thereof in a manner acceptable to the Director of Parks and Recreation. 12 3-30 DRAFT Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F 30. Condition No. 116 - (PAD Fees). In partial satisfaction of Condition No. 116 of the Resolution, Developer has paid all applicable Parkland Acquisition and Development fees for the project 31. Condition No. 118 (Park Construction). In satisfaction of Condition No. 118 of the Resolution, Developer shall comply with the following schedule for commencement of construction and delivery to the City of the project's park (P- 1) : a. Prior to issuance of a building permit for the 360th dwelling unit for the Project, Applicant shall have commenced construction of Project's Park (P-l), to the satisfaction of the Director of Parks and Recreation. Applicant shall complete construction of the park wi thin nine (9) months of commencement of construction. The term "complete construction" shall mean park construction has been completed according to the City approved construction plans and accepted by the Director of Parks and Recreation. Furthermore "compete construction" shall mean prior to and shall not include the City's established maintenance period required prior to acceptance by the City for Public use. b. Prior to commencement of park construction, Applicant shall prepare, submit and obtain the approval from the Director of Parks and Recreation, City Engineer of a Park Master Plan for the Project and prepare, submit and obtain the approval from the Director of Parks and Recreation of park construction documents and improvement bonds. . c. At any time the Director of Parks and Recreation may, at his sole discretion, modify the neighborhood development phasing and construction sequence for the Project's park should conditions change to warrant such revision. 32. Condition No. 121 - (Constructed Neighborhood Park). In satisfaction of Condition No. 121 of the Resolution, Developer agrees that at no time shall there be a deficit in "constructed neighborhood park". Developer further agrees that the City may withhold the issuance of building permits for the Project, should said deficit occur. For purposes of this paragraph the term "constructed neighborhood park" shall mean the construction of the park has been completed and accepted by the City as being in compliance with the Park Master Plan, but prior to the City's required mandatory maintenance period. This is not intended to supersede any of the City's maintenance guarantee requirements. 33. Condition No. 122 - (Constructed Neighborhood Park). In satisfaction of Condition No. 122 of the Resolution, Developer agrees to design and construct all local parks consistent with the provisions of the Chula Vista Landscape Manual and related Planning and Building Department specifications and policies. 13 3-31 Village 11, R 24 & R 25 SSIA nn^'r"'~ ~ '~~-,~,' ~,- ~, bll \..,""\, \ 07/05/05 OR-624F 34. Condition No. 124 - (Town Square). In satisfaction of Condition No. 124 of the Resolution, Developer agrees to construct or have constructed the Town Square prior to the issuance of 300 building permits for dwelling within Phase 2 of Village 11. The 300" building permit will not be issued until the Town Square is completed to the satisfaction of the Director of Recreation. 35. Condition No. 134 - (Regional Trails). In satisfaction of Condition No. 134 of the Resolution, Developer agrees to: a. Construct a "Regional Trail", concurrent with the construction of Hunte Parkway, on the north side of Hunte Parkway (within the Village Greenway) from the future Pedestrian Bridge No. 1 at Eastlake Parkway to the paseo connection and future Pedestrian Bridge No. 2 between Neighborhoods R-l7 and R-l6 as depicted on the Parks, Trails and Open Space plan in the Village Eleven SPA Plan, and shall be designed to incorporate the "Project Landscape Master Plan" as approved by the City and as amended from time to time. The Regional Trail shall meander away from the curb as much as possible. b. Construct a "Regional Trail", concurrent with the construction of Hunte Parkway, on the south/east side of Hunte Parkway (within the Chula vista Greenbelt) from the future pedestrian Bridge No. 2 between Neighborhoods R-17 and R-16 as depicted on the Parks, Trails and Open Space plan in the Village Eleven SPA plan north to the intersection of Hunte Parkway and Olympic Parkway, and shall be designed to incorporate the "Project Landscape Master Plan" as approved by the City and as amended from time to time. The Regional Trail shall meander away from the curb as much as possible. 36. Condition No. 135 - (Retaining Walls). In satisfaction of Condition No. 135 of the Resolution, Developer agrees to keep any necessary retaining walls to a minimum and/or if a grading solution can be found, retaining walls will not be used to gain additional space for the street corridor. The retaining walls are to be located and detailed on the Grading Plans for Hunte Parkway, and subject to the approval of the Directors of Planning and Building and Public Works. Slopes gradients may be increased to the maximum permitted in the grading ordinance in limited locations to accommodate constraints such as maintenance access ways. Landform grading policies shall be observed and followed. If a combination of low retaining walls and modified landform grading cannot accommodate any constraints or maintenance access areas, the top of slope shall be adjusted, as City deems as necessary. 37. Condition No. 136 - (Connector Trails). In satisfaction of Condition No. 136 of the Resolution, Developer agrees that the 14 3-32 DRAFT Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F graded section upon which six-foot connector trails, located within the Project, are constructed shall be 10 feet in width. Six feet shall be provided for the trail bed, with a 2 foot graded shoulder on either side. Trail construction materials shall be subject to the approval of the Directors of Public Works and Planning and Building. 38. Condition No. 137 - (Trail Signage). In satisfaction of Condition No. 137 of the Resolution, Developer shall obtain the approval of the Director of Parks and Recreation for appropriate signage indicating location of trail connections, handicap access, and bikeway locations to the Regional Trail, Village Greenway, and Chula Vista Greenbelt. Said signage shall be included on the Landscape and Irrigation Improvement Plan. Signage shall be installed upon the request of the Director of Parks and Recreation and Director of Planning and Building. 39. Condition No. 138 (Regional Trail Fence). In satisfaction of Condition No. 138 of the Resolution, Developer agrees that prior to the installation of the Regional Trail, Developer shall install a fence along those portions of the proposed maintenance access roads of the Salt Creek Sewer Basin, which are proposed to be incorporated into the Regional Trail System. The fence shall be erected only at those locations where its installation will not interfere with the normal Sewer maintenance. The specific locations where the fence will be allowed and the fence details shall be as determined by the City Engineer and Director of Parks and Recreation. 40. Condition No. 139 (Accessibility Guidelines). In satisfaction of Condition No. 139 of the Resolution, Developer agrees to comply with the current Regulatory Negotiation Committee Recommendations for Accessibility Guidelines: Outdoor Developed Areas Final Report, as may be amended from time to time, developed for: U. S. Architectural and Transportation Barriers Compliance Board when designing all trails and trail connections. 41. Condition No. 140 and 180 (Landscape Plans). In satisfaction of Condition No. 140 and 180 of the Resolution, Developer agrees that prior to the issuance of each construction permit for the Project, the Developer shall prepare, submit and obtain the approval of the City Engineer and. the Director of Building and Park Construction, landscape and irrigation plans, for open space, parkway, medians and trails. Developer further agrees that all plans shall be prepared in accordance with the current Chula Vista Landscape Manual and the village Eleven SPA, as may be amended from time to time. Developer further agrees to install all improvements in accordance with approved plans to the satisfaction of the Director of Building and Park Construction. 15 3-33 Village 11, R 24 & R 25 SSIA DRAFT 07/05/05 OR-624F 42. Condition No. 141 (Landscape Plans). In partial satisfaction of Condition No. 141 of the Resolution, Developer acknowledges that the MHOA' s maintenance of public open space, trails, etc. may expose the City to liability. Developer agrees to establish a HOA that will hold the City harmless from any actions of the HOA in the maintenance of such areas. 43. Condition No. 143 (Landscape Plans). In partial satisfaction of Condition No. 143 of the Resolution, Developer agrees to submit and obtain approval of a revised Village Eleven (C.V.T. 01-11) Maintenance Responsibility Map prior to the approval of the first "A" map for the Project from the Director of Planning and Building, which shall include delineation of private and public property. 44. Condition No. 144 (CC&R'S). In satisfaction of Condition No. 144 of the Resolution, Developer agrees that, Declaration or Supplementary Declaration of Covenants, Conditions, and Restrictions (CC&R's) shall be submitted and subject to the approval of the City Engineer. The CC&R's shall include the following obligations of the Master Homeowners Association: a. A requirement that the HOA shall maintain comprehensive general liability insurance against liability incident to ownership or use of the following areas: i. All open space lots that shall remain private, ii. Other Master Association property. b. Before any revisions to provisions of the CC&R' s that may particularly affect the City can become effective, said revisions shall be approved by the City. The HOA shall not seek approval from the City of said revisions without the prior consent of 100 percent of the holders of first mortgages or property owners within the HOA. c. The HOA shall defend, indemnify and hold the City harmless from any claims, demands, causes of action liability or loss related to or arising from the maintenance activities of the HOA. d. The HOA shall not seek to be released by the City from the maintenance obligations described herein without the prior consent of the City and 100 percent of the holders of first mortgages or property owners within the HOA. e. The HOA is required to procure and maintain a policy of comprehensive general liability insurance written on a per occurrence basis in an amount not less than one million dollars combined single limit. The policy shall be acceptable to the Ci ty and name the ci ty as addi tionally insured to the satisfaction of the City Attorney. 16 3-34 Village 11, R 24 & R 25 SSIA D r~ A F c[ 07/05/05 OR-624F f. The CC&R' s shall incorporate restrictions for each lot adjoining open space lots containing walls maintained by the open space district to ensure that the property owners know that the walls may not be modified or supplemented nor may they encroach on City property. g. The CC&R' s shall maintenance of all streets, systems which are private. include driveways, provisions assuring drainage and sewage h. The CC&R's shall include provisions assuring HOA membership in an advance notice such as the USA Dig Alert Service in perpetuity. i. The CC&R's shall include provisions that provide the City has the right but not the obligation to enforce the CC&R provisions the same as any owner in the project. j. The CC&R provisions setting forth restrictions in these Tentative map conditions may not be revised at any time without prior written permission of the City. k. The HOA shall not dedicate or convey for public streets, land used for private streets without approval of 100% of all the HOA members or holder of first mortgages within the HOA. 1. The CC&R's shall prohibit "speed bumps" on private streets. The CC&R's shall also include language which states that any proposal by the HOA to allow "speed bumps" in the future shall require prior written approval of 100% of all the Homeowners Association members. 45. Condition No. 145 (Homeowner Notification of HOA Responsibilities). In satisfaction of Condition No. 145 of the Resolution, Developer agrees that future property owners shall be notified during escrow, by a document to be initialed by the owners, of the maintenance responsibilities of the HOA and their estimated annual cost. Developer shall submit the document and obtain the approval of the City Engineer and Director of Planning and Building prior to distribution through escrow. 46. Condition No. 146 (HOA Responsibilities). In satisfaction of Condition No. 146 of the Resolution, Developer agrees that an HOA shall be responsible for the maintenance and operation of all facilities within the common areas and streets behind any gated entrances. The facilities to be maintained include, but are not limited to: pavements, sidewalks, street trees, street lights including power supply, street sweeping, private drainage facilities and landscaping of private common areas. 17 3-35 village.ll, R 24 & R 25 SSIA DRJ~FT 07/05/05 OR-624F 47. Condition No. 147 (Open Space Lot Walls). In satisfaction of Condition No. 147 of the Resolution, Developer agrees to grade a level, clear area at least three feet wide (face of wall to top of slope), along the length of any wall abutting an open space district lot, as measured from face-of- wall to beginning of slope. Said area shall be as approved by the City Engineer and the Director of planning and Building. 48. Condition No. 148 (Open Space Lot Walls). In satisfaction of Condition No. 148 of the Resolution, Developer agrees to ensure that all buyers of lots adjoining open space lots containing walls maintained by the open space district sign a statement, when purchasing their homes, stipulating that they are aware that the walls are on City property and that they shall not modify or supplement the wall or encroach onto City property. These restrictions shall also be incorporated in the CC&R's for all lots. 49. Condition No. 150 (Formation of Maintenance District). In partial satisfaction of Condition No. 150 of the Resolution, Developer agrees not to protest inclusion in a maintenance district or zone for the maintenance of landscaped medians and scenic corridors along streets within or adjacent to the subject subdivision. 50. Condition No. 172 - satisfaction of Condition No. agrees: (Withhold Permits per PFJ'P). In 172 of the Resolution, Developer a. That the City may withhold building permits for the subject subdivision if anyone of the following occurs: i. Regional development threshold limits set by the Chula Vista Transportation Phasing Plan, as amended from time to time, have been reached or in order to have the Project comply with the Growth Management Program, as may be amended from time to time. ii. Traffic volumes, levels of service, public utilities. and/or services either exceed the adopted City threshold standards or fail to comply with the then effective Growth Management Ordinance, and Growth Management Program and any amendments thereto. Public utilities shall include, but not be limited to, air quality, drainage, sewer and water. iii. The required public facilities, as identified in the PFFP or as amended or otherwise conditioned have not been completed or constructed to the satisfaction of the City. The Developer may propose changes in the timing and sequencing of development and the construction of improvements affected. In such case, 18 3-36 Village 11, R 24 & R 25 SSIA DRAFT 07/05/05 OR-624F the PFFP may be amended as approved by the City's Director of Planning and Building and the Public Works Director. The Developer agrees that the City may withhold building permits for any of the phases of development identified in the Public Facilities Financing plan (PFFP) for Otay Ranch Village Eleven SPA if the required public facilities, as identified in the PFFP or as amended by the Annual Moni toring Program have not been completed. b. To defend, indemnify and hold harmless the City and its agents, officers and employees, from any claim, action or proceeding against the City, or its agents, officers or employees, to attack, set aside, void or annul any approval by the City, including approval by its Planning Commission, City Councilor any approval by its agents, officers, or employees with regard to this subdivision pursuant to Section 66499.37 of the State Map Act provided the City promptly notifies the Developer of any claim, action or proceeding and on the further condition that the City fully cooperates in the defense. c. To ensure that all franchised cable television companies ("Cable Company") are permitted equal opportunity to place conduit and provide cable television service to each lot within the subdivision. Developer agrees that the City of Chula Vista may grant access to cable companies franchised by the City of Chula Vista to place conduit within the City's easement situated within the Project. Developer shall restrict access to the conduit to only those franchised cable television companies who are, and remain in compliance with, all other rules, regulations, ordinances and procedures regulating and affecting the operation of cable television companies as same may have been, or may from time to time be issued by the City of Chula Vista. d. That the City may withhold the issuance of building permits for the Project, should the Developer be determined by the City to be in breach of any of the terms of the Tentative Map Conditions or any Supplemental Agreement. The City shall provide the Developer of notice of such determination and allow the Developer reasonable time to cure said breach. e. To defend, indemnify and hold the City harmless from any liability for erosion, siltation or increase flow of drainage resulting from this Project. 51. Condition No. 173 - satisfaction of Condition No. agrees: (Congestion Management Plan). In 173 of the Resolution, Developer 19 3-37 Village 11, R 24 & R 25 SSIA DRAFTo7/o5/05 OR-624F a. To participate, on a fair share basis, in any deficiency plan or financial program adopted by SANDAG to comply with the Congestion Management Program (CMP). b. To not protest the formation of any future regional impact fee program or facilities benefit district to finance the construction of regional facilities. 52. Condition No. 174 (Previous Agreements). In satisfaction of Condition No. 174 of the Resolution, Developer agrees to comply with all previous agreements as they pertain to the Property including but not limited to the nSupplemental Subdivision Improvement Agreements for Village 11, A-Map No.1, (Reso. 2003-075 dated 3-4-03), its first amendment thereto, A-Map No. 2 (Reso. 2004-107 dated 4-20-04) and all associated Subdivision Improvement Agreements and the nAgreement for Monitoring of Building Permits" approved by City Council pursuant to City Resolution 2003-167 as amended from time to time. 53. Condition No. 175 - (Street Sweeping). In satisfaction of Condition No. 175 of the Resolution, Developer agrees to contract with a street sweeper to provide street sweeping for each phase of development on a frequency and level of service comparable to that provided for similar areas of the City. The Developer further agrees to cause street sweeping to commence immediately after the final residence, in each phase, is occupied and shall continue sweeping in perpetuity. 54. Condition No. 176 (Regional Impact Fees). In satisfaction of Condition No. 176 of the Resolution, Developer agrees to not protest the formation of any future regional benefit assessment district formed to finance regional facilities. 55. Condition No. 179 (No Protest LRT Assessment Formation). In satisfaction of Condition No. 179 of the Resolution, Developer agrees to not protest the formation of any potential future regional benefit assessment district formed to . finance the Light Rail Transit (LRT). 56. Condition No. 180 - (Open Space Lots). In satisfaction of Condition No.180 of the Resolution, Developer agrees to construct and secure open space landscape improvements within the map area as set forth on Exhibit "B". 57. Condition No. 181 (JUnior High School). In satisfaction of Condition No .181 of the Resolution, Developer agrees to deliver to the Sweetwater Union High School District a 25-net usable acre graded junior (middle) high school site including utilities provided to the site and an all weather access road acceptable to the District within 30 days of written request by the District. The all weather accesS road shall also 20 3-38 Village 11, R 24 & R 25 SSIA DR A FT 07/05/05 OR-624F be acceptable to the Fire Department. This schedule is subject to modification by the School District as based on District facility needs. 58. Condition No. 182 (Elementary School). In satisfaction of Condition No .182 of the Resolution, Developer agrees to deliver to the Chula Vista Elementary School District, a 10-net useable acre graded elementary school site including utilities provided to the site and an all weather access road acceptable to the District, prior to issuance of the 1,050th check) residential building permit (352 students) within Village Eleven SPA. The all weather access road shall also be acceptable to the Fire Department. This schedule is subject to modification by the School District as based on District facility needs. 59. Condition No. 183 (PFFP) . In satisfaction of Condition No. 183 of the Resolution, Developer agrees to install all public facilities in accordance with the village Eleven Public Facilities Finance Plan (PFFP), or as required to meet the Growth Management Threshold standards adopted by the City. Developer acknowledges and agrees that the City Engineer may modify the sequence of improvement construction should conditions change to warrant such a revision. The Developer further agrees to comply with Chapter 19.09 of the Chula Vista Municipal Code (Growth Management Ordinance) as may be amended from time to time by the City. Said Chapter includes but is not limited to Threshold Standards (19.09.040) Public Facilities plan Implementation (19.09.090) and Threshold Compliance Procedures (19.09.100) . 60. Condition No. 184 (Interim facilities). In satisfaction of Condition No. 184 of the Resolution, Developer agrees that the maintenance and demolition of all interim facilities (public facilities, utilities and improvements) is the Developer's responsibility, and that construction and demolition bonds will be required to the satisfaction of the City Engineer. 61. Condition No. 189 - (Annual review). In satisfaction of Condition No. 189 of the Resolution, Developer agrees that pursuant to the provisions of the Growth Management Ordinance (Section 19.09 of the CVMC) and the Otay Ranch General Development Plan (GDP) , and as they may be amended from time to time, the Developer shall complete the following: (1) Fund the preparation of an annual report monitoring the development of the community of Otay Ranch. The annual monitoring report will analyze the supply of, and demand for, public facilities and services governed by the threshold standards. An annual review shall commence following the first fiscal year in which residential occupancy occurs and is to be completed during the second quarter of the following fiscal year. The annual report shall adhere to those guidelines noted on page 353, Section D of the GDP / SRP; and (2) Prepare a five year development phas ing 21 3-39 Village 11, R 24 & R 25 SSIA DRAFT 07/05/05 OR-624F forecast identifying targeted discretionary applications (SPA's construction dates, corresponding adopted threshold standards, and for necessary facilities. submittal dates for future and tentative maps), Projected public facility needs per the identifying financing options 62. Condition No. 192 (Transit Stop Facilities). In satisfaction of Condition No. 192 of the Resolution, Developer shall, construct and secure, the construction of transit stop facilities as set forth in the PFFP. The schedule for constructing the transit stops shall be approved or determined by the City Engineer prior to approval of the aforementioned final map. Applicant shall design, subject to the approval of the City Engineer said transit stops in conjunction with the improvement plans for the related street. The City Engineer may require that Applicant provide security guaranteeing the construction of said transit stops in a form of cash or any other form approved by the City Engineer at his/her sole discretion. Since transit service availability may not coincide with project development, the . Applicant shall install said improvements when directed by the City, 63. Condition No. 195 - (Phasing Plan). In satisfaction of Condition No. 195 of the Resolution, Developer agrees that if phasing is proposed within an individual the Developer shall submit and obtain approval for a development phasing plan by the City Engineer and Director of Planning and Building prior to approval of any final map. Developer further acknowledges and agrees that improvements, facilities and dedications to be provided with each phase or unit of development shall be as determined by the City Engineer and Director of Planning and Building. Developer acknowledges that the City reserves the right to require said improvements, facilities and/or dedications as necessary to provide adequate circulation and to meet the requirements of police and fire departments, and that the City Engineer and Director of Planning and Building may, at their discretion, modify the sequence of improvement construction should conditions change to warrant such a revision. The Developer further agrees that the City Engineer may change the timing of construction of the public facilities. 64. Condition No. 196 - (Public Facility Finance Plan). In satisfaction of Condition No. 196 of the Resolution, Developer agrees that the Public Facility Finance Plan or revisions thereto shall be adhered to for the SPA and tentative map with improvements installed in accordance with said plan or as required to meet threshold standards adopted by the City of Chula Vista. Developer acknowledges that the PFFP identifies a facility phasing plan based upon a set of assumptions concerning the location and rate of development within and outside of the Project area; that throughout the build-out of Village Eleven SPA, actual development may differ from the assumptions contained 22 3-40 DRAFT Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F in the PFFP; and that neither the PFFP nor any other Village Eleven SPA Plan document grant the Developer an entitlement to develop as assumed in the PFFP, or limit the Village Eleven SPA's facility improvement requirements to those identified in the PFFP. Developer acknowledges that compliance with the City of Chula Vista threshold standards, based on actual development patterns and updated forecasts in reliance on changing entitlements and market conditions, shall govern Village Eleven SPA development patterns and the facility improvement requirements to serve such development. In addition, Developer acknowledges and agrees that the sequence in which improvements are constructed shall correspond to any future Chula Vista Transportation Phasing plan or amendment to the Growth Management Program and Ordinance adopted by the City and that the City Engineer may modify the sequence of improvement construction should conditions change to warrant such a revision. 65. Condition No. 197 - (Phasing Plan). In satisfaction of Condition No. 197 of the Resolution, Developer agrees to comply with all DRC Conditions. 66. Condition No. 198 (Code Requirements). In satisfaction of Condition No. 198 of the Resolution, Developer agrees to comply with all applicable sections of the Chula Vista Municipal Code. Developer acknowledges and agrees that preparation of the Final Map and all plans shall be in accordance with the provisions of the Subdivision Map Act and the City of Chula Vista Subdivision Ordinance and Subdivision Manual. Developer further agrees to underground all utilities within the subdivision in accordance with Municipal Code requirements. 67. Condition following Policy: Condition No. 199 (Fees) . In No. 199 of the Resolution, Developer fees in accordance wi th the ci ty satisfaction of agrees to pay the Code and Council a. The Transportation and Public Facilities Development Impact Fees. b. Signal Participation Fees. c. All applicable sewer fees, including but not limited to sewer connection fees. d. Salt Creek Sewer Basin and Poggi Canyon Sewer Basin DIF. e. The pedestrian Bridge DIF. f. The FIND Model reserve Fund Fee. Developer agrees to pay the amount of said fees in effect at the time of issuance of building permits. 68. Condition No. 200 (Code Requirements). In partial satisfaction of Condition No. 200 of the Resolution, Developer agrees to comply with all relevant Federal, State, and Local 23 3-41 Village 11, R 24 & R 25 SSIA DRAFT 07/05/05 OR-624F regulations, including the Clean Water Act. The Developer agrees to be responsible for providing all required testing and documentation to demonstrate said compliance as required by the City Engineer. 69. Condition No. 201 - (Special Tax Notice). In partial satisfaction of Condition No. 201 of the Resolution, Developer agrees to ensure that prospective purchasers sign a "Notice of Special Taxes and Assessments" pursuant to Municipal Code Section 5.46.020 regarding projected taxes and assessments. 70. Condition No. 202 (Code Requirements). satisfaction of condition No. 202 of the Resolution, agrees to comply with Council Policy No. 522-02 maintenance of natural channels within open spaces. In partial Developer regarding 71. Condition No. 203 (Code Requirements). In partial satisfaction of Condition No. 203 of the Resolution, Developer agrees that all proposed development should be consistent with the Otay Ranch village Eleven SPA Planned Community District Regulations. 72. Conditions No. 204 and 205 - (Code Requirements). In partial satisfaction of Conditions No. 204 and 205 of the Resolution, Developer agrees to comply with Chapter 19.09 of the Chula Vista Municipal Code (Growth Management) as may be amended from time to time by the City. Said chapter includes but is not limited to: threshold standards (19.09.04), public facilities finance plan implementation (19.09.090) , public facilities finance plan amendment procedures and compliance with adopted threshold standards (19.09.105). Satisfaction of Conditions. City agrees that the execution of this Agreement constitutes satisfaction or partial satisfaction of Developer's obligation of (Conditions 1-5, 7, 8, 11, 13-17, 22, 32, 35, 48-51, 55-57, 69, 78, 96, 109, 114, 116, 118, 121, 122, 124, 134-141, 143-148, 150, 172-176, 179-184, 189, 192, 195-205 of Resolution 2001-364). Developer further understands and agrees that the some of the provisions herein may be required to be performed or accomplished prior to the approval of subsequent final maps for the Project, as may be appropriate. 73. Unfulfilled Conditions. Developer hereby agrees, unless otherwise conditioned, that Developer shall comply with all unfulfilled conditions of approval of the Tentative Map, established by Resolution No. 2001-364 and shall remain in compliance with and implement the terms, conditions and provisions therein. 74. ReCording. This Agreement, or an abstract hereof shall be recorded simultaneously with the recordation of the Final Map. 24 3-42 Village 11, R 24 & R 25 ,SSIA DOAr-T ,'I,' f- - c,. '. 07/05/05 OR-624F 75. Building Permits. Developer and Guest Builders understand and agree that the City may withhold the issuance of building permits for the Project, should the Developer be determined by the City to be in breach of any of the terms of this Agreement. The City shall provide the Developer of notice of such determination and allow the Developer with reasonable time to cure said breach. 76. Miscellaneous. a. Notices. Unless otherwise provided in this Agreement or by law, any and all notices required or permitted by this Agreement or by law to be served on or delivered to either party shall be in writing and shall be deemed duly served, delivered, and received when personally delivered to the party to whom it is directed, or in lieu thereof, when three (3) business days have elapsed following deposit in the U.S. mail, certified or registered mail, return receipt requested, first-class postage prepaid, addressed to the address indicated in this Agreement. A party may change such address for the purpose of this paragraph by giving written notice of such change to the other party. CITY OF CHULA VISTA 276 Fourth Avenue Chula Vista, CA. 91910 Attn: City Engineer DEVELOPER: Shea Homes, LP 10721 Treena Street, Suite 100 San Diego, CA 92131 Attn: Jim Kilgore, Community Development Manager Tel: (858) 549-3156 . A party may paragraph by other party change such address for giving written notice of in the manner provided the purpose of this such change to the in this paragraph. b. Captions. Captions in this Agreement are inserted for convenience of reference and do not define, describe or limit the scope or intent of this Agreement or any of its terms. c. Entire Agreement. This Agreement contains the entire agreement between the parties regarding the subj ect matter hereof. Any prior oral or written representations, agreements, understandings, and/or statements shall be of no 25 3-43 Village 11, R 24 & R 25 SSIA DI{p.FT 07/05/05 OR-624F force and effect. This Agreement is not supersede or amend any other agreement between unless expressly noted. intended to the parties d. preparation of Agreement. No inference, assumption or presumption shall be drawn from the fact that a party or his attorney prepared and/or drafted this Agreement. It shall be conclusively presumed that both parties participated equally in the preparation and/or drafting this Agreement. e. Recitals; Attachments. Any recitals set forth above and exhibits attached hereto are incorporated by reference into this Agreement. f. Attorneys I Fees. If either party commences litigation for the judicial interpretation, reformation, enforcement or rescission hereof, the prevailing party will be entitled to a judgment against the other for an amount equal to reasonable attorney's fees and court costs incurred. The "prevailing party" shall be deemed to be the party who is awarded substantially the relief sought. [NEXT PAGE :I:S PAGE ONE OF 'l'WO S:I:GNA'l'URE PAGES] 26 (J:\Engineer\LANDDEV\Projects\Otay Ranch Village 11\R24-R25\Council Agenda Items\SSIA Village ll-R24 & R25- Pad Fees.doc); (07/08/2005) 3-44 DR ^ !:T ~- !k\t t Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F [PAGE ONE OF TWO SIGNATURE PAGES TO THE SUPPLEMENTAL SUBDIVISION J:MPROVEMENT AGREEMENT FOR OTAY RANCH VJ:LLAGE ELEVEN, CHULA VJ:STA TRACT NO. 01-11, Village 11 - Neighborhoods R-24 and R-25] IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first hereinabove set forth. CITY OF CHULA VISTA Mayor Attest: Susan Bigelow City Clerk Approved as to form: Ann Moore City Attorney 27 3-45 DRAFT Village 11. R 24 & R 25 SSIA 07/05/05 OR-624F [NEXT PAGE IS PAGE TWO OF TWO SIGNATURE PAGES] [PAGE TWO OF TWO SIGNATURE PAGES TO THE SUPPLEMENTAL SUBDIVISION IMPROVEMENT AGREEMENT FOR OTAY RANCH VILLAGE ELEVEN, CHULA VISTA TRACT NO. 01-11, Village 11 - Neighborhoods R-24 and R-25] DEVELOPERS/OWNERS: SHEA HOMES, LP, a California Limited Partnership By: J.F. She~ Com~any INC., a Delawa~eLimited Liability Corporat~o , ~ts General Partner I ~ . => By: .' By: ~ J r l Nam : Name: A~~C:lZ-- .c..-. . ~ T>.<-' 50 rf;..-'~ (Attach Notary Acknowledgment) 28 3-46 DRAFT State of California ) ) S.S. County of San Diego ) On July 8, 2005 before me, Theresa Gayle Grove, Notary Public, personally appeared Jim Kilgore and Alexander 1. Plishner personally known to me to be the persons whose names are subscribed to the within instrument and acknowledged to me that they executed the same in their authorized capacities, and that by their signatures on the instrument the persons, or the entity upon behalf of which the persons acted, executed the instrument. WITNESS my hand and official seal. ~ @IHERESA GAYlE GROVE ~ -Ill Comm. # 1515118 III HOIAIY P'J1UC.CllIfOINIA ~ SanDlegoCowlly: My c"""".llI<''' Juno \, 2009! 3-47 DRA,FT Village 11, R 24 & R 25 SSIA 07/05/05 OR-624F EXHIBIT "A" PROPERTY DESCRIPTION Lots 7 and 8 of Chula Vista Tract No. 01-11, Otay Ranch Village 11 "A" Map No. 2 in the City of Chula Vista, County of San Diego, State of California, according to Map thereof No. 14780, Filed in the Office of the County Recorder of San Diego County on April 30, 2004 as File No. 2004-0387295 of Official Records. 29 3-48 COUNCIL AGENDA STATEMENT Item Lj- Meeting Date 7/19/05 ITEM TITLE: SUBMITTED BY: Resolution Authorizing the levy of maximum special taxes for Fiscal Year 2005/06 within Community Facilities Districts 97-1, 97-2, 97-3, 98-1, 98-2,98-3,99-1,99-2,2000-1,2001-1,2001-2,08-1, 07-M, 08-M and II-M; and delegating to the City Manager the authority to establish the special tax for each District. City Engineer ~ City Manager j;) (4/5ths Vote: Yes_No..1L) REVIEWED BY: BOARDS/COMMISSIONS: N/A Adoption of Resolution authorizing the levy of maximum special taxes for Community Facilities Districts 97-1, 97-2, 97-3, 98-1, 98-2, 98-3, 99-1, 99-2, 2000-1, 2001-1, 2001-2, 08-1, 07-M, 08-M and II-M. RECOMMENDATION: That Council adopts the resolution. DISCUSSION: In January 1998, City Council adopted the City of Chula Vista statement of goals and policies regarding the establishment of Community Facilities Districts. This document allowed the use ofCFDs as a public financing mechanism for: . Acquisition and/or construction of public improvements and facilities; . Financing of authorized public services; and . To repay bonded indebtedness or other related expenses. Seventeen (17) Community Facilities Districts were formed during Fiscal Years 1998-2004. Each year, a special tax must be levied in each of the districts to pay for the maintenance of open space and preserve areas, or to repay bondholders. During Fiscal Years 1998/99 through 2004/05, the following Community Facilities Districts were formed in the Otay Ranch, Sunbow II, San Miguel Ranch, Eastlake, and the Rolling Hills Ranch areas: 4-1 Page 2, Item 4- ~ Meeting Date 7/19/05 CFD Location Pu rpose --- - - - --- -- - -- 97-1 Otay Ranch SPA I, Villages I and 5 Open Space maintenance 97-2 Otay Ranch Preserve Open Space maintenance 97-3 Otay Ranch McMillin SPA I Bond Issue for acquisition of public facilities 98-1 Otay Ranch Villages I W, 2, 2W, 6, 7, 12 Interim open space maintenance 98-2 Otay Ranch McMillin SPA 2, Villages 6, 7 Interim open space maintenance 98-3 Sunbow II Open Space maintenance 99-1 Otay Ranch SPA I, Villages I, 5, IWest Bond Issue for acquisition of public facilities 99-2 OtayRanchSPA I, Village IWest Open Space maintenance 2000-1 Sunbow II, Villages 5-10 Bond Issue for acquisition of public facilities 2001-1 San Miguel Ranch, Areas A and B Bond Issue for acquisition of public facilities 2001-2 McMillin Otay Ranch, Village 6 Bond Issue for acquisition of public facilities 07-M Eastlake Woods, Vistas, Land Swap (Areas 1,2) Maintenance district 08-1 Otay Ranch Village 6 Bond Issue for acquisition of public facilities 08-M McMillin & Otay Ranch Village 6 (Areas 1,2) Maintenance district II-M Rolling Hills Ranch Maintenance District During Fiscal Year 2004/05 no additional districts were formed. Maximum Rate & Actual Rate The City of Chula Vista makes the distinction between the maximum assessment rate and the amount that the City may collect against the assessment (i.e., the actual rate). The maximum assessments for Fiscal Year 2005/06 are proposed at the Fiscal Year 2004/05 maximum assessment rates, adjusted by an inflation factor as defined in each district's special tax report. The actual rate, on the other hand, is the amount to be actually collected from the property owner and is equal to or lower than the proposed maximum assessment. The actual rate is based on the budget, the reserve requirement, savings and fund balances, earned interest, and prior years' savings. Each year, the Council authorizes the levy of special taxes on the maximum authorized special tax rates, and delegates to the City Manager the authority to establish the specific special tax rate applicable to each parcel. The Fiscal Year 2004/05 maximum authorized special tax rates were adopted by Council on August 3, 2004, via resolution no. 2004-244 (Attachment 1). The maximum special tax rate and actual special tax rate for these existing infrastructure and open space maintenance CFDs are' detailed in Exhibits A through N, and are accompanied by district maps. Fiscal Year 2005/06 Rates Maximum Special Tax Rate According to the Rate and Method of Apportionment for open space maintenance CFDs 97-1, 97-2, 98-1,98-3 and 99-2, the Maximum Special Tax Rates (see exhibits) for each fiscal year after the initial year shall be increased or decreased by the lesser of the annual percentage change in the San Diego Metropolitan Area All Urban Consumer Price Index (Cpn or the annual percentage change in the estimated California Fourth Quarter Per Capita Personal Income as contained in the Governor's budget 4-2 Page 3, Item ~ Meeting Date 7/19/05 published in January of each year. The cpr increase between the second half of 2003 and the second half of 2004 was approximately 3.65%, while the estimated California Fourth Quarter Per Capita Personal Income increase was 4.5%. Staff therefore used the cpr (3.65%), which is the lesser of the annual percentage change. According to the Rate and Method of Apportionment for open space maintenance CFDs 07-M, and 08-M, the Maximum Special Tax shall be increased each fiscal year after the initial year and by a factor equal to the annual percentage change in the San Diego Metropolitan Area All Urban Consumer Price Index. The cpr increase between the second half of 2003 and the second half of 2004 was approximately 3.65%. The maximum authorized and projected annual Special Tax rates for all Community Facilities Districts are given in the exhibits. Square footage (SF) refers to building floor area, and acreage refers to the total lot size. For CFD 98-3, a single-family dwelling unit is equivalent to one EDU. Costs are spread to multi-family units on the basis of 0.8 EDU per unit for street medians and parkways, and 1.0 EDU per unit for all other facilities in the CFD. Actual Special Tax Rate The Special Tax Levy Reports for maintenance CFDs 97-1, 97-2, 98-1, 98-3, 99-2, 07-M, 08-M and II-M, require the establishment of a fund reserve for each district of up to 100 percent of the total annual operating budget in order to provide revenue for the first half of the fiscal year before any income is received and to provide for cost overruns and delinquencies. A 50 percent reserve has been provided in each of these CFDs by including an additional 50 percent of the Fiscal Year 2005/06 budgets. The reserves should provide sufficient funding through December 31, 2005. Additional reserves may be realized depending on the schedule for accepting new landscaping improvements during the fiscal year. The Fiscal Year 2005/06 actual special tax rates are projected at this time due to the large volume of building permit activity within the City of Chula Vista and large volume of subdivision activity in the county of San Diego. Staff proposes that the City Manager be authorized to modify the projected annual special tax rates based on actual square footage and acreage provided such annual special tax rates do not exceed the maximum authorized special tax. Since the rates have been rounded, actual revenue may be slightly different. The final Special Tax Levy Reports will include a list of all parcel numbers and charges applicable to each parcel. The valid parcel numbers cannot be known for certain until after the special taxes have been submitted to the County for inclusion on the County property tax bills. The [mal reports will be prepared in August. 4-3 Page 4, Item 4- Meeting Date 7/19/05 FISCAL IMPACT: Infrastructure Districts The scheduled debt service for bonded infrastructure districts in FY 2005/06 totals $7,510,533 and is detailed in the table below. Projected assessment revenues will be sufficient to cover these amounts with no impact to the General Fund. CFD 97-3 CFD 99-1 (Series 1999) CFD 99-1 (Series 2001) CFD 2000-1 CFD 2001-1 CFD 2001-2 CFD 08 I $819,200 $1,653,381 $1,276,305 $504,482 $999,571 $708,725 $1,548,869 Maintenance Districts The full cost of providing maintenance services in these districts totals $4,887,402.14. This entire amount is recovered through the CFDs' special tax assessments and reserves, resulting in no net impact to the General Fund. Attachments: 1. Resolution 2004-244 2. District Maps 3. FY 2005/06 CFD Tables J:IEngineerIAGENDAICAS200517-19-051A113 CFD Rates]Y0506 Rev.DOC 4-4 ArrACHMENT 1 RESOLUTION NO. 2004-244 RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE LEVY OF MAXIMUM SPECIAL TAXES FOR FISCAL YEAR 2004/2005 WITHIN COMMUNITY FACILITIES DISTRICTS 97-1, 97-2,97-3, 98-1, 98-2, 98-3, 99-1, 99-2, 2000-1, 2001-1, 2001-2, 06-1, 07-1, 08-1, 07M, 08M AND 09M; AND DELEGATING TO THE CITY MANAGER THE AUTHORITY TO ESTABLISH THE SPECIAL TAX FOR EACH DISTRICT DRAFT WHEREAS, the maximum special tax rates for Community Facilities Districts, 97-1, 97-2,97-3,98-1,98-2,98-3,99-1,99-2,2000-1, 2001-1, 2001-2, 06-1, 07-1, 08-1, 07M, 08M and 09M; authorized., pursuant to the approved rate and method of apportionment of special taxes for each respective Community Facilities Districts, to be levied within each such Community Facilities District for Fiscal Year 2004/2005 are set forth in Exhibits A through P, attached hereto and incorporated herein by reference as if set forth in full; and WHEREAS, this City Council desires to establish the maximum special tax rate that may be levied in Community Facilities Districts Nos. 97-1, 97-2, 97-3, 98-1, 98-2,98-3,99-1,99-2, 2000-1, 2001-1, 2001-2, 06-1, 07-1, 08-1, 07M, 08M and 09M in Fiscal Year 2004/2005 at the rates as set forth in Exhibits A through P attached and to delegate to and designate the City Manger as the official to prepare a certified list of all parcels subject to the special tax levy for each Community Facilities District including the amount of such special tax to be levied on each parcel for Fiscal Year 2004/2005 as authorized by Government Code Section 53340. NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Chula Vista, acting as the legislative body of Community Facilities Districts Nos. 97-1, 97-2, 97-3, 98-1, 98-2, 98-3, 99-1, 99-2, 2000-1, 2001-1, 2001-2, 06-1, 07-1, 08-1, 07M, 08M and 09M respectively, as follows: SECTION I. The foregoing recitals are true and correct. SECTION 2. This City Council does hereby establish the maximum special tax rates that may be levied for Fiscal Year 2004/2005 in Community Facilities Districts Nos. 97-1, 97-2, 97-3, 98-1,98-2,98-3,99-1,99-2,2000-1,2001-1,2001-2, 06-1, 07-1, 08-1, 07M, 08M and 09M as the rates set forth in Exhibits A through P attached hereto. SECTION 3. Pursuant to Government Code Section 53340, this City Council hereby delegates the authority to and designates the City Manager as the official to prepare and submit a certified list of all parcels subject to the levy of the special tax within the Community Facilities District to which this resolution applies including the amount of the special tax to be levied on each parcel for Fiscal Year 2004/2005 and to file such list with the auditor of the County of San Diego on or. before August 10, 2004 or such later date on or before August 2 I, 2004 with the prior written consent of such auditor. The amount of the special tax to be levied on each such parcel shall be based upon the budget for each such Community Facilities District as previously approved by this City Council and shall not exceed the maximum special tax as set forth in Exhibits A through P hereto applicable to the Community Facilities District in which such parcel being taxed is located in San Diego on or before August 10, 2004 or such later date on or before August 21, 2004 with the prior written consent of such auditor. The amount of the special tax to be levied on each such parcel shall be based upon the budget for each such Community Facilities 4-5 Resolution 2004-244 Page 2 District as previously approved by this City Council and shall not exceed the maximum special tax as set forth in Exhibits A through P attached applicable to the Community Facilities District in which such parcel being taxed is located. DRAFT Presented by Approved as to form by ~ db, rack Griffin General Services Director G--~ Ann Moore City Attorney PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista, California, this 3rd day of August, 2004, by the following vote: AYES: Councilmembers: Davis, Rindone, Salas and Padilla NAYS: Councilmembers: None ABSENT: Councilmembers: None ABSTAIN: Councilmembers: McCann &~724~ A TIEST: -C=>l,u ~J "'~ Susan Bigelow, MMC, Ci Clerk STATE OF CALIFORNIA ) COUNTY OF SAN DIEGO ) CITY OF CHULA VISTA ) I, Susan Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing Resolution No. 2004-244 was du1y passed, approved, and adopted by the City Council at a regular meeting of the Chu1a Vista City Council held on the 3rd day of August, 2004. Executed this 3rd day of August, 2004. -- c:--)iu W--~~~ Susan Bigelow, MMC, City Clerk 4-6 Examrr A FY 20U3-04 Special Tax Rates I FY 2fJU4-05 Special Tax Rates : FY 20114-05 Community FacDities District No. 97-1 (Otay Ranch Open Space Maintenance District) DRAFT Lud Use I MaxImum CateKory Rate Ac:tual Rate MubnDDl Rate Projected Rate EstbDated Reveaae Special Tax Area A: Residcrrti.al $ 0.0943/sf $ O.0287/sf $ O.09781sf $ O.0367/sf Non-residcrrti.al $ 1,276.7S/aae $ 388.1S/aae $ 1,324.49/aere $ 492.781aae Vacant $ 1,444.301aae $ O.OO/aae $ 1,498.31/aae $ 33S.09/aae Estimated Revenue Special Tn Area A: $ 370,316 Special Tax Area B: Residential $ O.2208lsf $ O.02781sf $ O.2291/sf $ O.IS1S/sf Non-residcotial $ 2,834.99/acre $ 356.50/acre $ 2,941.00Iacre $ 1945.87/aae Vacant $ 3,205.841acre $ O.DO/acre $ 3,325.721acre $ O.DO/acre Estimated Revenue Special Tn Area B: $ 1,038,474 CFD 97-1,.finauces open space maintenance fer Otay Ranch SPA One Villages One lmd Five, and consists of two Special Tax Areas. Area A covers the entire district and includes maintenance of parkWays, medians and regional trails along Telegraph Canyon Road, Otay Lakes Road, Paseo Ranchero, La Media Road and Olympic Parkway, Telegraph and Poggi Canyon detention basins, channels, and pedestrian bridges. Area B, which excludes the McMillin development, maintains CODIlector trails, slopes and perimeter walls or fences along major streets in the district. The fiscal year 2004-05 budget for this District totals $749,055 for Area A and $1,083,868 for Area B. 4-7 ExmBlT B Community Facilities District No. 97-2 (Otay Rant;h Preserve) DRAFT FY 200J-O.t Special Tax Rates I FY 200.t-05 Special Tax Rates , FY 200.t-05 LandUIIe Catecory MaDm1UD Rate Actual Rate I ~1UD Projected Rate EaUmated Revenue --Improwme&t Area-A: Resin.....ri.l $ 0.0142/sf $ 0.OO57/sf $ 0.0 1 47/sf $ . O.Olllsf Non-residcotial $ 229.341acre $ '12.07/acre $ 237.92/aae $ 66.60/acn: Final Map $ 229.341acre $ O.OOIacre $ 237.92/acre $ O.OO/acre Vacant S 148.02/acre $ O.OOIaae $ 153.55/aae $ O.OO/acre EstImated Revenue Improvement Area A: See Area C Below Improvement Area B: Vacant $ 57.20/aae $ 28.92/aae $ 59.341acrc $ 0.70/acre EstImated Revenue Improvement Area B: $ 15,326 Improvement Area C: Residential $ 0.0 1461sf $ O.OOIsf $ 0.0151/sf $ O.Olllsf Non-residential $ 234.87/aae $ O.OO/acre $ 243.661aae $ 66.60/acre Final Map $ 234.87/acn: $ O.OOIacre $ 243.661acre $ O.OO/acrc Vacant $ 151.S9/aae $ O.OOIacre $ 157.261acrc $ O.OO/acre Estimated Revenue Improvemeat Areas A and C: $ 36,033 Community Facilities District 97.2 fi""nces the maintenance lIIId biological monitoring of the preserve created in the Otay Ranch area. The County' of San Diego bas taken the lead in m.mt!rin;ng this area in coopCI1ll:i.on with the City. No mRmt.....smce or monitoring costs Wl:1'e incurred during 1998 through 2002; however, work commenced during fisca1 year 2002-03. This district was origiDally established with two Special Tax Areas. Area A contains Otay . Ranch SPA One Villages One lIIId Five, Village One West, lIIId Village Six. Area B contains the f"!'TIRm"~ of the original district. During fiscal year 2002-03, Area C was created and contains Village Eleven (Brookfield Shea). The fisca1 year 2004-05 budget for this District totals $252,106. . 4-8 ExBmlT C FY 2003-114 Special Tax Rates I n 20114-05 Special Tax Rates FY 2004-05 Land U.e Cate&ory Mulmum A&:tu1 Mulmum Projected E.Itfmated Rate Rate Rate Rate Revenue Residential. S O.392011f S O.334S/sf S O.392011f S O.3413/1f Commercial S 4,OOOIacre S 3,413.261acrc S 4,OOOIacre S 3,48265/ac Community Puzposc S I,OOO/acre S 853.321acrc S 1,0000acre S 870.66/acre Facility Undeveloped $ 7,9541acre $ O.OOIacre S 7,9541acre $ O.DO/acre Property Owner S 7,9541acre $ O.OO/acre I $ 7,9541acre $ O.OOIacre Association Property EItImated Revenue: S 872,559 Community Facilities District No. 97-3 (Otay Ranch McMillin - Bond Issue) DRAFT CFD 97-3 was formed for the pmpose of acquiring and financing public facilities improvements, sUch as portions of La Media Road and East Palomar Street, in Otay Ranch McMillin SPA One. Fiscal year 2004-05 lIt1m;n;strative costs for CFD 97-3 are set at or less than $75,000.00 (as given in the bond indenture), and scheduled debt service on the bonds to be paid from the fiscal year 2004-05 levy is $857,852. 4-9 ExmBrr D Community Facilities District No. 98-1 (Otay Project Interim Open S~e Maintenance District) DRAFT FY 20113-0" Special Tax Rates I I FY 200"-05 Special Tax Rates FY 200"-05 Laud Use MaxImum ActIlaJ. MaxImum Projected Eltlmated Cate&ory Rate Rate Rate Rate Revenue Taxable S llS.OS/acre S 68.79/acre S 119.361acre S 4.741acre Property Estimated Revenue: $ 4,070 Community Facilities District No. 98-2 (Gtay Project McMillin Interim Open Space Maintenance District) FY 2003-0" Special Tax Rates I FY 200"-05 Special Tax Rates r FY 200"-05 I LaudU. MaxImum Actaal ltI'.....ftlDm Projected EstImated Cate&ory Rate Rate Rate Rate Revenue Taxable S S3.0S/acre S O.OOIacre S SS.07lacre S O.OOIacre Property EstImated Revenue: S 0.00 CFDs 98-1 and 98-2 were created as interim districts because the areas ofOtay Rmch included in these districts were not developed and the density of development was not yet known at the time that these districts"wcre ~~ai. These districts were fonned to pLuvi.h. a guarantee for the financing of II ~on of the cost of the maintenance of portions ofthc parkways and medians along Telegraph Canyon Road, Pasco Rmchero, and Olympic Parkway. They also include the Telegraph and Poggi Canyon detention basins and channels allocable to the properties within these districts. As vcri:fied by the City's Special District Counsel, properties located within the area of CFD 98- 1 but not included within CFD 99-2 will only be taxed for landscaped areas from the centerline of Olympic Parkway south to the District bolmdary. The fiscal year 2004-05 budget for this District totals $57,180. None of the improvements in CFD 98-2 arc expected to be turned over: to the City in fiscal year 2004-05 and therefore no special taxes will be levied within this district in fiscal year 2004-05. A portion of CFD 98-2 has been taken over by a new permanent maintenance district, CFD 08- M, with the remainder of the district still covered by CFD 98-2. 4-10 ExumlT E n 2003-0.. Special Tax Rates I FY 200..-05 Special Tax R:Jles ! FY 200..-05 LandUu Mulmum Actaal M..rlmllm Projected Estimated Cateeory Rate Rate Rate Rate Rcveaue Residential $ 388.S7IEDU $ 2S248IEDU $ 403.}(l/EDU $ l.S8lEDU Industrial $ 3,028.74/acn: $ 1,967.98/acn: $3,142.01/acre $ 12321acre Commercial $ 3,39O.71/acre $ 2,203.261acre S3,517.S2/acre $ 13.79/acre . Undeveloped . $ 2,321.77Iacn: $ O.OO/acre $2,408.60/acre S O.OO/acre Estimated Rcveaue; $ 3,114 Community Facilities District No. 98-3 (Sunbaw II Open Space Maintenance District No. 35) DRAFT Community Facilities District 98-3 finances open space maintenance in the Sunbow IT development This includes m";nt",,,ance of street medians, parkways, slopes, drainage channels and basins, and biological monitoring of native and re-vegetated open space. A total budget of $823,876.00 was projected for fiscal year 2004-05 for this district. 4-11 ExHIBIT F Community Facilities District No. 99-1 (Otay Ranch SPA I-Bond Issue) DRAFT FY 2003-0" Special Tax Rates I FY 200"-05 Special Tax Rates 'FY 200"-05 LaIIdUse Cater;ory MaDmum Rate Actual Rate MaDmum Rate Projected Rate EstImated Revenue Zone A (Village 1): Residential $ O.281sf $ O.281sf $ O.28/sf $ O.28Isf Commercial $ 1,600/aa:e $ l,6OOIaa:e $ 1,600/aa:e $ 1,600/acre Cnmnnmity Purpose $ 4OO/acre $ 400/aa:e $ 400Iacre $ 4OOIaa:e Facility EstImated Revenue Zone A: $ 980,519 Zone B (Village 5): Residential $4OO/DU + O.29/sf $4OO/DU + O.29/sf $4OO/DU + O.29/sf $4OO/DU + O.29/sf Commercial $ 3,717/aa:e $ 3,717/aa:e $ 3,717/acre $ 3,717/aa:e Co=unity Purpose $ 929/aa:e $ 929/acre $ 929/acre $ 929/acre Facility EstImated Revenue Zone B: $ 989,486 Zone C (Village 1 West): Residential S400IDU + O.441sf $4OO/DU + O.441sf $4OOiDU + O.441sf $4OOiDU + O.441sf Commercial S 4,266/acre S 4,2661acre $ 4,266/acre $ 4,2661aa:e Community Purpose s. l,066Iaa:e S l,066Iacre $ l,066Iacre S 1,066Iacre Facility EstImated Revenue Zone C: $1,299.237 Entire District: Undc:ve1oped S 8,864/aa:e S 2, 193.62/aa:e S 8,864/acre S l,195.681aa:e Property Owner S 8,864/acre $ O.OO/acre S 8,864/acre S O.CO/acre As~ation Property EstImated Reveu.ue - Entire District: I $3,347,449 4-12 ExmBlT F Community Facilities District No. 99-1 (Otay Ranch SPA I-Bond Issue) DRAFT CFD 99-1 finances public Unprovc:men1ll in a portion of Otay Ranch Village 1, Village 5 and V~e 1 West The Tn,;" public facilities included arc Olympic Parkway Phases 1 and 2, Pasco FlmC'.oero Phase 2, and East Palomar Street For CFD 99-1, administrative costs of $75,000.00 (as given in the bond indenture) and scheduled debt service on the bonds of $3,296,674 are anticipated during fiscal year 2004-05. 4-13 EXHIBIT G DRAFT Community Facilities District No. 99-2 (Otay Ranch SPA 1, Village 1 West Open Space Maintenance) F\ 2003~O~ Sp~cial Tax Rates I FY 200~~05 Special Tax Rates I FY 200~~O5 I Land u. MulmlUD Rate Actual !o{nlmnm Rate Projected Estimated Catecory Rate Rate Revenue Resideotial $ 0.39421sf $ 0.2125/sf $ 0.4089/sf $ 0.0 174/sf Undeveloped $ 4,861.06Iacre $ O.OOIacre $ 5,042861acre $ O.DO/acre Estbated Revenue: $ 40,349 As verified by the City's Special District Counsel, property owners within the area of CFD 98-1 not included within CFD 99-2 will only be taxed for landscaped areas from the centerline of Olympic Parkway south to the District boundary. CFD 99-2 has taken over the financing of that portion of costs of maintenance allocable to the pU)I=tj within CFD 98-1 from the centerline of Olympic Parkway north to Telegraph Canyon Road. A total budget of $633,633 is projected for fiscal year 2004-05. 4-14 ExmBlT H DRAFT FY 2/103-0-1 Special Ta, Ratcs I FY 200-1-05 Special Tax Rates I FY 200-1-05 Land Use Category Mulmum Adllal Mulmum Projected EstImated Rate Rate Rate Rate Revenue Residential $ O.4400/sf $ O.3917/sf $ O.4400/sf $ O.29261sf Undeveloped $ 7,851/acre $ O.DO/acre $ 7,851/acre $ O.OOIacre Property Owner $ 7,851/acre $ O.DO/acre $ 7,851/acre $ O.OOIacre Association Property Eitlmated Revenue: $ 444,053 . Community Facilities District No. 2000-1 (Sunbow II Villages 5 through 10 - Bond Issue) CFD 2000-1 finances various public facilities serving the Sunbow IT development such as Telegraph Canyon Road, Medical Center Road and East Palomar Street. For CFD 2000-1, Admini..native costs for fiscal year 2004-05 are projected to be S50,000.00 (as given in the bond indenture) and scheduled debt service on the bonds is $562,710. 4-15 ExmBrrI C. .... . .,..,. "i" Ut< At-I Community Facilities District No. 2001-1 (San Miguel Ranch - Bond Issue) FY 2003-0-1 Special Tax Rates I FY 2UO-l-05 Special Tax Rates FY 200-1-05 Land Use Cate&ory MaxImum Rate Actual Rate ~.Tlmllm Rate Projected Rate Estimated Revelllle Improvement Area A: Residential ~751DU + O.34lsf $4751DU + O.34lsf $4 75IDU + O.341sf $4751DU + O.34lsf Commercial $ 5,0911scre $ 5,091/acre $ . 5,09l1acre $ 5,09l1acre Undeveloped $ 10,3761acre $ 4,322.50/acre $ 10,3761acre $ 3,186.381acre Estlmated Revenue Improvement .Area A: 51,098,294 Improvement Area B: Residential $4751DU + O.321sf $O.OOlDU + o.oOlIf $4751DU + O.3211f SO.OOIDU + O.OOIIf Comme:rcial S 2,263/acre 5 O.OOIacre $ 2,263/acre S O.OO/acre Undeveloped S 4,578/= S O.OO/acre $ 4,5781acre S O.OO/acre Estimated Revenlle Improvement .Area B: $ 0.00 CFD 2001-1 is divided by SR-125 into two separate improvement areas, Improvement Area A (east of SR-l2S) and Improvement Area B (west of SR-125) and finances various public facilities serving the San Miguel Ranch development such as Mount Miguel Road (EastlWest), Proctor Valley Road' (East/West), Calle La Marina, Pasco Vera Crux. Calle La Quinta and certain SR-125 interim transportation facilities. For CFD 2001-1 Improvement Area A, administrative costs for fiscal year 2004-05 are projected to be 575,000.00 (as given in the bond indenture) and scheduled debt service on the Improvement Area A bonds is $1,034,920. No building permits or bonds have been issued for Improvement Area B, as such, there is no levy requirement for fiscal year 2004-05. 4-16 EXHIBIT ;r DRAFT FY 21103-04 Special Tal Rates I FY 2004-05 Special Tal Rates FY 2004-05 Land Use Mufmum Aetaal Mulmum Projected Estimated Cate:ory Rate Rate Rate Rate ReveDDe Rcsidc:ntia1 S440/DU + O.34lsf S 440IDU + O.341sf S440IDu + O.341sf S440/DU + O.341sf Non- S 11 ,365/acrc S 11,365/acrc S 11,365/acrc $ ll,3~Slacrc residential Undeveloped S 11,36Slacrc $ 7,515. 1 O/acrc $ 11,36Slacrc $ 8, 158.0Slacrc Estimated Revenue: $725,754 Community Facilities District No. 2001-2 (McMulin Otay Ranch, Village 6 - Bond Issue) CFD 2001-2 is located within Otay Ranch Village Six and finances the backbone streets and associated improvements (Le. grading, sewer, streets, landscaping, utilities, etc, public facilities improvements and interim. transportation facilities. The main facilities include Olympic Parkway, La Media Road, Birch Parkway, La Media Bridge, east Olympic Parkway Bridge and a Neighborhood Park. For CFD 2001-2, administration costs for fiscal year 2004-05 are projected to be $75,000.00 (as given in the bond indenture) and scheduled debt service on the bonds is $707,750.50. 4-17 Community Facilities District No. 06-1 (EastLake Woods, Vzstas, and Land Swap - Bond Issue) ExBIBrr K DRAFT FY 200J-O.t Special Tax Rates I FY 2flO.t-05 Special Tax Rates : FY 2flO.t-05 LudU. Catepry MaxImum. Rate Actual Rate Muimum. Rate Projected Rate Estimated Revenue Improvement Area A (Zone 1 - V"JStas): R.esidmtial $ 0.S800/sf $ 0.S8OOIsf $ 0.S800/sf $ O.S800/sf Commercial $ 6,OOO.OOIacre $ 6,OOO.OO/acre $ 6,OOO.00/acn: $ 6,ooo.00/acn: Hotel Property $ 6,OOO.00Iacn: $ 6,ooo.OO/acre $ 6,ooo.00/1Ia1l $ 6,ooo.00/1Ia1l Undeveloped $ 11,037.00/acre $ 8,OO5.221acre $ l,037.00/acn: $ 3,764. 72Jacn: Improvement Area A (Zone 2 - Woods): R",,;d...rnal $ 0.6700/sf $ 0.6700/sf $ 0.6700/sf $ 0.67001sf Commercial $ 6,OOO.00/acn: $ 6,ooo.00/acn: $ 6,OOO.OOIaae $ 6,000.OO/acn: Undeveloped $ 8,332.00/acn: $ 6,043.261acn: $ 8,332.00/acn: $ 2,842.06Iacn: Estimated Revenue Improvement Ana A (Zoua Iud 2): $ 2,676,804 Improvement Area B (Zone 3 - Land SWllp): Residmtial S 0.74OO1sf N/A $ 0.7400/sf $ 0.74OO1sf Commercial $ 6,000.OO/aae N/A $ 6,OOO.OOIacre S 6,000.00/1lQ'C Undeveloped $ 2O,S63.00/acre N/A $20,S63.00/acre $ 8,S71.l0lacre Improvement Area B (Zone 4 - Land Swap): Residmtial S O.7400/sf N/A $ O.74OO/sf $ O.74OO1sf Commercial S 6,OOO.OO/acre N/A S 6,OOO.OOIacre S 6,000.OO/aae Undeveloped $20,S63.OOIacre N/A $ 6,667.00/aae $ 2,778.981acre Estimated Revenue Improvement Area B (Zones 3 and Zoae 4): $ 559,118 4-18 Exmmr K DRAFT Community FacUities District No. 06-1 (EostLake Woods. Vistas. and Land Swap - Bond Issue) CFD 06I finances the backbone streets and associated improvements (i.e. grading, sewer, streets, landscaping, utilities, etc.), public facilities DlF Improvements. Traffic Fnh.'"cement Facilities. The facilities inchido--rolympic Parkway, W. Olympic PlIl'kway. Otay Lakes Road, EastLakc Parkway, Hunte Parkway, Proctor Valley Road Telegraph Canyon Road and traffic signals. CFD 06I is divided into two separate areas, Improvement Area A and Improvement Area B. Improvement Area A is divided into two zones - Zone I (Vistas) and Zone 2 (Woods). Improvement Area B (the "Land Swap") is two non-adjacent areas; 1) is the northernmost area being a triangular shape west of EastLake Parkway bound by Otay Lakes Road to the north, and 2) the southernmost area bound to the south by Olympic Parkway with EastLakc Parkway projecting north just west of the center of the area. For CFD 061 Improvement Area A. lltlminilltration costs for fiscal year 2004-05 are projected to be $75,000.00 (as set forth in the bond indenture) and scheduled debt service on the bonds is $2,835,142. Bonds have been issued for Improvement Area B. The administration costs are projected to be 575,000.00 (as given in the bond indenture) and scheduled debt service on the bonds for Improvement Area B is 5559,117.50. 4-19 UKAt I EXHIBIT L Community Facilities District No. 07-M (East.Lake m - Wood.f, V"utas, and Land Swap - Open Space Maintenance) FY200J-O-l Special Tax Rates I FY200-l-05 Special Tax Rates I 2o~1:05 LlUldUse Category Mu:lmum Rate Actual Rate Mu:lmum Rate Projected Estimated Rate ReveDue Improvement Area 1: Residential $ 0.1 1121sf $ O.l1121sf $ O.ll54Isf $ O.l154/sf Multi-family $ O.1112lsf $ O.1112lsf $ O.ll54Isf . $ 0.11 54/sf Non-residential $ 1,451.87/acre $ 1,451.87/aae $ l,506.17/aae $1 ,506. 17Iacre Final Map $ 1,451.87/acre $ 1,451.87/aac S 1,506.17/aae S 1,506. I 7/acre Other taxable S l,4S1.87/aae S 1,IS6.03/aae S l,S06.17/acre $ 194.821acre Property Assoc. $ 1,451.87/aae $ O.OO/aae $ I,S06.17/acre S O.OO/aae Property Estimated Revenue Ana I: $ 291,395 Improvement Area 2: Residential S O.07281sf S O.07281sf S O.0755/sf S O.0755/sf Multi-family $ O.07281sf S O.0728/sf $ O.0755/sf S O.0755/sf Non-residential S 402.10/aae S 40210/aae S 417.13/aae S 417.13/aae Final Map $ 1,096.731acnl $ 1,096.73/acre $ 1,137.741aae $l,137.74/acre Other tauble $ l,096.731acn: $ 898.27/acrc $ 1,137.14I.aae S 33.45/acre Property Assoc. S l,096.73/aae S O.DO/acre $ 1,137.741aae S O.DO/acre Property Estimated Revenue Ana 1: $59,778 Commtmity Facilities District 07M funds the peIpCtual operation and maintenance of slopes, 1Df'.tI;llT1~. and parkways and stonn water treatment facilities associated with Eastlake m - Woods and Vistas and Land Swap Parcel (south parcel 0Dly). The boundaries of the district consists of two improvement areas - Improvement Area No. I (located north and south of OtayLakes Road with Hunte Parltway forming the eastern border north of Otay Lakes Road and Wucste Road forming the western border south of Otay Lakes Road) and Improvement Area No.2 (Land Swap - generally located north of Olympic Parkway west of the future SR 125 and east of the SOO & E casement). The budgets for fiscal year 2004-05 are f'!<ltimAt~ to be approximately $353,246 for Improvement Area No. 1 and $76,547 for Improvement Area No.2. 4-20 DRAFT ExmBrr M CommDDity Facilities District No. 08-M (McMillin Otay Rt:mch and Otay Ranch Vi/lage 6 - Open Space Maintenance) FY 1003-04 I F'\ 1004-05 FY Special T a\ Rates Special Tax Rates I 200.1-05 LandUe Catqory Mulmam Rate Actual Rate Mulmam Rate Projected Rate Estimated Revenue Improvement Area 1: Residential $ O.3639/sf $ 0.3639/sf $ 0.377S/sf $ O.377S/sf Multi-family :5 O.26821sf $ O.26821sf $ 0.27821sf $ 0.27821sf Non-residential $ 2,27S.23/acre $ 2,27S.23/acre $ 2,360.321acre $ 2,360.321acre Final Map $ 6,036.401acre :5 6,036.40/acre $ 6,262. 16/acre $ 6,262.16/acre Other taxable - $ 6,036.4OIacre $ S,S4S.921acre $ 6,262. I 6/acre $ 6O.00/acre residential Other taxable - $ S,619.47/acre $ S,162.87/acre $ S,829.64/acre $ SS.861acre multi-1iunily umcr ........."e - $ 2,27S.23/acre $ 2,090361aae $ 2,360.321aae $ 6.02Iacre non-residential Property Assoc. :5 6,036.4OIacre :5 O.OO/acre $ 6,262.16lacre $ O.OO/aae Property Estimated Revenue Area 1: $ 228,266 Improvement Area 2: Residential $ O.18711sf $ O.18711sf $ O.I94l1sf :5 O.l94l1sf MWti-family S D.187l/sf $ G.18711sf S O.I94llsf S G.l9411sf NOll-residential :5 3,874.911acre $ 3,874.91/acre $ 4,019.83/acre S 4,019.83/aae Final Map :5 3,874.911aae S 3,874.91/aae S 4,OI9.83/aae :5 3,21S.861aae Other taxable $ 3,874.911aae S 3,4S7.9OIacre S 4,019.83/aae S O.OO/acre Property Assoc. :5 3,874.91/acn: $ O.DO/acre $ 4,019.83/aae $ O.DO/acre Fropgtj Estimated Revenue Area 2: $ 93,249 4-21 DR AFT ExmBrrM Community Facilities District No. 08-M (McMzllin Otay Ranch and Otay Ranch Village 6 - Open Space Maintenance) Community Facilities District 08M finances the perpetual operation and maintenance of slopes, medians, parkways, trails, perimeter walls, perimeter fencing and storm water treatment facilities associated with Village 6, McMillin Otay Rmch and Otay Ranch Company. Improvement Area No-I is located north of Birch 1rna-tl. 011,,1+1 nf-ol)'wpi.. P~"""'h-w""l ..f !':R 125 (~ ii"'1Tl: IIJ8dh and east of La Media Road. Improvement Area No.2 is generally located in two 1II'elIS. The first area is located east of La Media Road, north of Birch Road, west of Magdalena Avenue, west of properties located on Trail Wood Drive, and south of Santa Venetia Street. The second area is located south of Olympic Parkway, east of the properties located on Oak Point Drive, north of Santa Venetia Street, north of Magdalena Avenue, and north of East Palomar Street The budgets for fiscal year 2004-05 are esti,.,,~ted to be approximately $421,584 for Improvement Area No.1 and $265,376 for Improvement Area No.2. Turnover of maintenance is anticipated in March 2005. 4-22 EXHIBIT N DRAFT Community Facilities District No. 071 (Otay Ranch - Village Eleven - Bond Issue) FY 2003-0-4 FY 200-4-05 FY Special Tax Rates Special Tax Rates 200-4-05 Laud Use Category Residcrtial MuimDm Actual DeIIIl.ty Rate Rate Oto 8 >8 to 20 >20 Muimum ProJected Estimated Rate Rate RevI9lDe N/A Nfk S 1,6751OU S l,67SfBe N/A N/A S 1,3401DU $ 1,3401DU N1A N/A $ 1,0051OU $ 1,0051OU N/A N/A S 6,ooO/ac S 6,OOOIac N/A N/A S 13,955/ac S 13,955/ac N/A N1A S 24,218/ac S 24,2l8/ac N/A N/A S 13,955/ac S S,860/ac N1A N1A S 24,2181ac $ 10,l701ac N/A N/A S 13,9SS/ac S O.OOlac N/A N/A S 24,218/ac S O.OOIac Estimated ReveDue: $ 1,019,145 Residential Residcrrtial Non-Residential Zone A Approved Property Zone B Approved Property Zone A Undeveloped Property Zone B Undeveloped Property ZaneA Provisional Undeveloped ZoneB- Provisional Undeveloped N1A Community F aciIities District 071 finances the acquisition or construction of certain public facilities (i,e. grading. landscaping, streets, utilities, drainage, sewer, etc.) serving the Brookfield Shea Otay project, as well as, selected "Traffic FnhllT1ccmcnf' facilities within the greater eastern territories of Chu1a VISta. The Brooldield Shea Otay project is bounded on the south and east by Hunte Parkway, a curving arterial from south to northeast. The north edge is formed by Olympic Parkway and to the west is the extension ofEastlake Parkway. The Rnmm;!<trati.ve costs for ern 071 are projected to be $75,000 (as given in the bond indenture) and scheduled debt service on the bonds is $1,532,244. 4-23 ExHmrr 0 DRAFT Community Facilities Distric:tNo. 081 (Otay Ranch Village Six) FY 2003-0-1 FY 200-1-05 FY 200-1-05 Special Tax Rates Special Tax Rates Land Use Catecory Mufmum Act1lal MaxImum Projected Estimated Rate Rate Rate Rate Revenae Rcsidmtial N/A N/A $ 800/DU + $ 800/DU + $0.35/sf SO.351s! Non-ResidentiaJ. N/A N/A $ 6,OOO/a.cre $ 6,OOO/acre Zone A- N/A N/A $ 16,8581aae $10,5521aae Undeveloped Zone B - N/A N/A $ 26,445/a.cre $16,552/acre Undcveloped Zone A- Provisional N/A N/A S 16,8681a.cre $ O.OO/a.cre Undeveloped ZlIllC B - Provisional N/A N/A $ 26,445/a.cre $ O.OO/acre Undeveloped EstImated Revenue: S 1,566,223 Community Facilities District 081 finances the construction of backbone streets md associated improvements (Le. grading, sewer, streets, landscaping, utilities, etc), public facilities, DIF improvements and Traffic 'Rnhlmcement Facilities within Otay Ranch Village Six. This District is divided into Zone A md Zone B. The administrative costs for CFD 081 are projected to be $75,000 (as given in the bond indenture) md scheduled debt service on the bonds is $1,546,268.76. 4-24 Dt~AFT ExHmrr p CommQDity Facilities District No. 09M (Otay Ranch Village 11 - Brookfield Shea) Residential Oto8 N/A N/A S 487.87/OU S 487.87/OU Residential >8 to 20 N/A N/A S 39O.29/OU S 39O.29/OU Residential than 20 N/A N/A S 292.71/OU $ 292.71/OU Non-Residential N/A N/A N/A Sl,873.41/ac $1,873.41/ac Undeveloped: N/A N/A $1.873.41/ac $1.873.41/ac N/A N/A $1,873.41/ac $1,873.41/ac N/A N/A $1,873.41/ac $ o.oO/ac Estimated Revenue: $ 491,000 Community Facilities District 09M finances the perpetual. operation and mA;ntP.nlmce of slopes, medians, parkwa~; trails. perimeter waIls, perimeter fenciBg and storm water ~ facilities associated withVillage II, Brookfield Shea Otay. The initial budget is esrimAt~ to be $65,272. 4-25 - .... o a. 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I ! ttl ..... u II ; n ~ II I ~l~ ~ I! , & ~i :::::I'll i I :e:h J ~ ATTACHMENT 3 DRAFT Community Facilities District No. 97-1 (Otay Ranch Open Space Maintenance District) F\ 2UU-t-U5 Spedal 'lax R"tcs II' \ 2UU5-UI> Spt't jal (ax R..tes I (, \ 2UU5-U(, Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Special Tax Area A: Residential $ 0,0978/sf $ 0.0367/sf $ 0.1013/sf $ 0.1013/sf Non-residential $ 1.324.49/acre 492.78/acre $ 1.372.87/acre $ 1.372.87/acre Vacant $ 1.498.31/acre 335.09/acre $ 1,553,04/acre $ 1,553.04/acre Estimated Revenue Special Tax Area A: $1,028,517.88 Special Tax Area B: Residential $ 0.2291/sf ~ 0.1515/sf $ 0.1515/sf $ 0.1515/sf Non-residential $ 2.941.00/acre ~ 1945.87/acre $ 1,945.87/acre $ 1,945,87/acre Vacant $ 3.325.72/acre ~ O.OO/acre $ O.OO/acre $ O.OO/acre Estimated Revenue Special Tax Area B: $1,768,305.22 CFD 97-1, finances open space maintenance for Otay Ranch SPA One Villages One and Five, and consists of two Special Tax Areas. Area A covers the entire district and includes maintenance of parkways, medians and regional trails along Telegraph Canyon Road, Otay Lakes Road, Paseo Ranchero, La Media Road and Olympic Parkway, Telegraph and Poggi Canyon detention basins, channels, and pedestrian bridges. Area B, which excludes the McMillin development, maintains connector trails, slopes and perimeter walls or fences along major streets in the district. The fiscal year 2005-06 budget for this District totals $625,776 for Area A and $1,211,579 for Area B. 4-52 EXHIBIT B Community Facilities District No. 97-2 (Otay Ranch Preserve) DRAFT FY 2004-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Maximnm Aetnal Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Improvement Area A: Residential $ 0.0 I 47/sf $ O.OI1/sf $ 0.0152/sf $ 0.0 I 52/sf Non-residential $ 237 .92/acre $ 66.60/acre $ 246.61/acre $ 246.61/acre Final Map $ 237 .92/acre $ O.OO/acre $ 246.61/acre $ 246.61/acre Vacant $ 153.55/acre $ O.OO/acre $ 59. I 5/acre $ 59. I 5/acre Estimated Revenue Improvement Area A: See Area C Below Improvement Area B: Vacant $ 59.34/acre $ 0.70/acre $ 61.50/acre $ 61.50/acre Estimated Revenue Improvement Area B: See Area C Below Improvement Area C: . Residential $ 0.0151/sf $ O.Oll/sf $ 0.0156/sf $ 0.0156/sf Non-residential $ 243.66/acre $ 66.60/acre $ 252.56/acre $ 252.56/acre Final Map $ 243.66/acre $ O.OO/acre $ 252.56/acre $ 252.56/acre Vacant $ 1 57.26/acre $ O.OO/acre $ 163.00/acre $ 1 63.00/acre Estimated Revenue Improvement Areas A and C: $365,070.92 Community Facilities District 97-2 finances maintenance and biological monitoring of the preserve created in the Otay Ranch area. The County of San Diego has taken the lead in maintaining this area in cooperation with the City. No maintenance or monitoring costs were incurred during 1998 through 2002; however, work commenced during fiscal year 2002-03. This district was originally established with two Special Tax Areas. Area A contains Otay Ranch SPA One Villages One and Five, Village One West, and Village Six. Area B contains the remainder of the original district. During fiscal year 2002-03, Area C was created and contains Village Eleven (Brookfield Shea). The fiscal year 2005-06 budget for this District totals $265,782. 4-53 DRAFT Community Facilities District No. 97-3 (Otay Ranch McMillin - Bond Issue) - F'r 2UU~-1l5 Special Tax I~ates I n 2IlU5-U(, Special Tax Rates I n 21lU5-Uli Land Use Category Maximum Actual Maximum Projected Estimated Rate Rate Rate Rate Revenue Residential $ 0.3920/sf $ 0.3413/sf $ 0.3920/sf $ 0.3920/sf Commercial $ 4,000lacre $ 3,482.65/ac $ 4,ooOlacre $ 4,ooO/acre Community Purpose $ I,Ooo/acre $ 870.66/acre $ I,OOO/acre $ l,OOO/acre Facilitv Undeveloped $ 7,9541acre $ O.OO/acre $ 7,9541acre $ 7,954/acre Property Owner $ 7,9541acre $ O.OOIacre $ 7,9541acre $ 7,954/acre Association Property Estimated Revenue: $1,591,435.34 CFD 97-3 was formed for the purpose of acquiring and financing public facilities improvements, such as portions of La Media Road and East Palomar Street, in Otay Ranch McMillin SPA One. Fiscal year 2005-06 administrative costs for CFD 97-3 are set at or less than $75,000.00 (as given in the bond indenture), and scheduled debt service on the bonds to be paid from the fiscal year 2005-06 levy is $819,200. 4-54 DRAFl Community Facilities District No. 98-1 (Otay Project Interim Open Space Maintenance District) I. \ 21111.t-IIS Spe,';al rax Rat,., I I F\ 211I1S-II(, Spedal 'I ax Rate, : F\ 2U1lS-II(, I Land Use Maximum Actual Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Taxable $ ll5.05/acre $ 68.79/acre I 23.72/acre $ l23.72/acre Pronertv Estimated Revenue: $104,067.07 Community Facilities District No. 98-2 (Otay Project McMillin Interim Open Space Maintenance District) I, \ 21111.t-IIS Sped,,1 I.IX R.'k, I I, \ 211115-111> Spl'l ;.,1 I.IX R.lll" , I. \ 211115-lIh Land Use Maximum Actual Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Taxable $ 55.07/acre $ O.DO/acre $ 57.07/acre $ 57.07/acre Pronertv Estimated Revenue: $0.00 CFDs 98-1 and 98-2 were created as interim districts because the areas of Otay Ranch included in these districts were not developed and the density of development was not yet known at the time that these districts were established. These districts were formed to provide a guarantee for the fInancing of a portion of the cost of the maintenance of portions of the parkways and medians along Telegraph Canyon Road, Paseo Ranchero, and Olympic Parkway. They also include the Telegraph and Poggi Canyon detention basins and channels allocable to the properties within these districts. As verifIed by the City's Special District Counsel, properties located within the area of CFD 98- 1 but not included within CFD 99-2 will only be taxed for landscaped areas from the centerline of Olympic Parkway south to the District boundary. The fIscal year 2005-06 budget for this District totals $99,217. None of the improvements in CFD 98-2 are expected to be turned over to the City in fIscal year 2005-06 and therefore no special taxes will be levied within this district in fiscal year 2005-06. A portion of CFD 98-2 has been taken over by a new permanent maintenance district, CFD 08- M, with the remainder of the district still covered by CFD 98-2. 4-55 DRAFT Community Facilities District No. 98-3 (Sunbow II Open Space Maintenance District No. 35) I. \ 2HH~-HS Speeial 'I ax Rates II' \ 2HHS-HI, Speeial I ax Ratl's I I. \ 2HHS-HI> Land Use Maximum Actuil! Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Residential $ 403.1O/EDU $ 1.58/EDU $ 4l7.82/EDU $ 4l7.82/EDU Industrial $3,142.01lacre $ l2.321acre $3,646.02lacre $3,646.02lacre Commercial $3,5l7.521acre $ 13.79/acre $ 3,256.79/acre $ 3,256.79/acn Undeveloped $2,408.6O!acre $ O.OO/acre $2,496.59/acre $2,496.59/acre Estimated Revenue: $1,021,247.54 Community Facilities District 98-3 finances open space maintenance in the Sunbow II development. This includes maintenance of street medians, parkways, slopes, drainage channels and basins, and biologicil! monitoring of native and re-vegetated open space. A total budget of $909,699 was projected for fiscal year 2005-06 for this district. 4-56 DRAFT Community Facilities District No. 99.1 (Otay Ranch SPA I-Bond Issue) F\ 21l1l4-1l5 Spedal Tax Rates I F\ 21l1l5-1l6 Spedal Tax Rates I F\ 21l1l5-1l6 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Zone A (Village 1): Residential $ O.28/sf $ O.28/sf $ O.28/sf $ O.28/sf Commercial $ 1,6oo/acre $ 1.600/acre $ 1,6oo/acre $ 1,6oo/acre Community Purpose $ 4oo/acre $ 4oo/acre $ 4oo/acre $ 400/ acre F acilitv Estimated Revenue Zone A: See Entire Pistrict Below Zone B (Village 5): Residential $400/DU + O.29/sf $400/DU + O.29/sf $400/DU + O.29/sf $400/DU + O.29/sf Commercial $ 3,717/acre $ 3,717/acre $ 3,717/acre $ 3,717/acre Community Purpose $ 929/acre $ 929/acre $ 929/acre $ 929/acre Facilitv Estimated Revenue Zone B: See Entire District Below Zone C (Village 1 West): Residential $400/DU + O.44/sf $400/DU + O.44/sf $400/DU + O.44/sf $400/DU + O.44/sf Commercial $ 4,266/acre $ 4,266/acre $ 4,2661acre $ 4,266/acre Community Purpose $ I,066/acre $ I,066/acre $ I,0661acre $ I,066/acre Facilitv Estimated Revenue Zone C: See Entire District Below Entire District: Undeveloped. $ 8,864/acre $ 1.195.68/acre $ 8.864/acre $ 8,864/acre Property Owner $ 8,864/acre $ O.oo/acre $ 8,864/acre $ 8,864/acre Association PrODertv Estimated Revenue - Entire District: $3,981,182.30 4-57 DRAFT Community Facilities District No. 99-1 (Gtay Ranch SPA I -Bond Issue) CFD 99-1 [mances public improvements in a portion of Otay Ranch Village 1, Village 5 and Village 1 West. The main public facilities included are Olympic Parkway Phases 1 and 2, Paseo Ranchero Phase 2, and East Palomar Street. For CFD 99-1, administrative costs of $75,000.00 (as given in the bond indenture) and scheduled debt service on the bonds of $2,929,686 are anticipated during fiscal year 2005-06. 4-58 DRAFT Community Facilities District No. 99.2 (Otay Ranch SPA 1, Village 1 West Open Space Maintenance) I, \ 2110-1-05 Special rax ({ates I F\ 2005-0(, Sp"'rjaJ ra, Rates : I, \ 2tllIS-0(, Land Use Maximum Rate Actual Maximum Projected Estimated Category Rate Rate Rate Revenue Residential $ O.4089/sf $ O.0174/sf $ O.4238/sf $ O.4238/sf Undeveloped $ 5,042.861acre $ O.DO/acre $ 5,227.08/acre $ 5,227.D8/acre Estimated Revenue: $1,120,572.88 As verified by the City's Special District Counsel, property owners within the area of CFD 98-1 not included within CFD 99-2 will only be taxed for landscaped areas from the centerline of Olympic Parkway south to the District boundary. CFD 99-2 has taken over the fmancing of that portion of costs of maintenance allocable to the property within CFD 98-1 from the centerline of Olympic Parkway north to Telegraph Canyon Road. A total budget of $701,968 is projected for fiscal year 2005-06. 4-59 DRAFT Community Facilities District No. 2000-1 (Sunbow II Villages 5 through 10 - Bond Issue) ,., 200~-05 S(l~rial rax I{.ll~s I'" 2005-06 Sp~ri.ll rax Ralt's i ,., 2005-0(, Land Use Category Maximum Actual Maximum Projected Estimated Rate Rate Rate Rate Revenue Residential $ O.44oo/sf $ O.29261sf $ O.44oo/sf $ O.4400/sf Undeveloped $ 7,851/acre $ O.oo/acre $ 7,851/acre $ 7,851/acre Property Owner $ 7,851/acre $ O.oo/acre $ 7,851/acre $ 7,851/acre Association Prooertv Estimated Revenue: $667,703.96 CFD 2000-1 fmances various public facilities serving the Sunbow IT development such as Telegraph Canyon Road, Medical Center Road and East Palomar Street. For CFD 2000-1, administrative costs for fiscal year 2005-06 are projected to be $50,000.00 (as given in the bond indenture) and scheduled debt service on the bonds is $504,482. 4-60 DRAFT Community Facilities District No. 2001-1 (San Miguel Ranch - Bond Issue) F\ 2011-1-115 Spl'cial Tax Rates I (. \ 21105-0(, Spccial Tax Ratcs ! ~ \ 2005-11(, Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Improvement Area A: Residential $4751DU + O.34/sf $4751DU + O.34/sf $4751DU + O.34/sf $4751DU + O.34/sf Commercial $ 5,091/acre $ 5,091/acre $ 5,091/acre $ 5,091/acre Undeveloped $ IO,376/acre $ 3, I 86.38/acre $ IO,376/acre $ 1O,376/acre Estimated Revenue Improvement Area A: See Entire District Below Improvement Area B: Residential $4751DU + O.32/sf $O.OOIDU + O.QO/sf $4751DU + O.32/sf $4751DU + O.32/sf . Commercial $ 2,263/acre $ O.OO/acre $ 2,263/acre $ 2,263/acre Undeveloped $ 4,578/acre $ O.DO/acre $ 4,578/acre $ 4,578/acre Estimated Revenue Improvement Area B: See Entire District Below Estimated Revenue Entire District: $1,285,219.80 CFD 2001-1 is divided by SR-125 into two separate improvement areas, Improvement Area A (east of SR-125) and Improvement Area B (west of SR-125) and finances various public facilities serving the San Miguel Ranch development such as Mount Miguel Road (East/West), Proctor Valley Road (East/West), Calle La Marina, Paseo Vera Cruz, Calle La Quinta and certain SR-125 interim transportation facilities. For CFD 2001-1 Improvement Area A, administrative costs for fiscal year 2005-06 are projected to be $75,000.00 (as given in the bond indenture) and scheduled debt service on the Improvement Area A bonds is $999,571. No building permits or bonds have been issued for Improvement Area B, as such, there is no levy requirement for fiscal year 2005-06. 4-61 DRAFT Community Facilities District No. 2001-2 (McMillin Otay Ranch, Village 6 - Bond Issue) I. \ 2UU-t-U5 Spl'l'ial rax Ratl's I I. \ 2U05-UI, Spl'l'ial rax RaIl'S I 1.\ , 2005-UI. Land Use Maximum Actual Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Residential $4401DU + 0.34/sf $4401DU + 0.34/sf $4401DU + 0.34/sf $4401DU + 0.34/sf Non- $ 11,365/acre $ 11,365/acre $ 11,365/acre $ 11 ,365/acre residential Undeveloped $ 11,365/acre $ S,15S.05/acre $ 11,365/acre $ 11,365/acre Estimated Revenue: $725,754.00 CFD 2001-2 is located within Otay Ranch Village Six and fmances the backbone streets and associated improvements (i.e. grading, sewer, streets, landscaping, utilities, etc, public facilities improvements and interim transportation facilities. The main facilities include Olympic Parkway, La Media Road, Birch Parkway, La Media Bridge, east Olympic Parkway Bridge and a Neighborhood Park. For CFD 2001-2, administration costs for fiscal year 2005-06 are projected to be $75,000.00 (as given in the bond indenture) and scheduled debt service on the bonds is $708,725. 4-62 DRAFT Community Facilities District No. 07-M (EastLake III - Woods, Vistas, and Land Swap - Open Space Maintenance) F\ 200.j-05 Special I ax Rate, I (< \ 2005-0f> Special I ax Rate, : 20:;~-O(' Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Improvement Area 1: Residential $ O.1154/sf $ O.1154/sf $ O.1196/sf $ O.1196/sf Multi-family $ O.1154/sf $ O.1154/sf $ O.1196/sf $ O.1196/sf Non-residential $ 1,506.l7/acre $1,506.17/acre $ 1,561.19/acre $1,561.19/acre Final Map $ 1,506.l7/acre $1,506.17/acre $ 1,561.19/acre $1,561.19/acre Other taxable $ 1,506.17/acre $ 194.821acre $ 1,561.19/acre $1,561.19/acre Property Assoc. $ 1,506.l7/acre $ O.DO/acre $ 1,561.19/acre $1,561.19/acre Propertv Estimated Revenue Area 1: $704,132.03 Improvement Area 2: Residential $ O.0755/sf $ O.0755/sf $ O.07821sf $ O.07821sf Multi-family $ O.0755/sf $ O.0755/sf $ O.0782/sf $ O.07821sf Non-residential $ 4l7.13/acre $ 417. 13/acre $ 432.36/acre $ 432.36/acre Final Map $ 1,137.74/acre $1,137.741acre $ 1,179.30/acre $1,179.3O/acre Other taxable $ 1, 137.74/acre $ 33.45/acre $ 1,179.30/acre $1,179.30/acre Property Assoc. $ 1,137.74/acre $ O.DO/acre $ 1,179.30/acre $1,179.30/acre Propertv Estimated Revenue Area 2: $110,864.26 Community Facilities District 07-M funds the perpetual operation and maintenance of slopes, medians, and parkways and storm water treatment facilities associated with Eastlake III - Woods and Vistas and Land Swap Parcel (south parcel only). The boundaries of the district consists of two improvement areas - Improvement Area No. 1 (located north and south of Otay Lakes Road with Hunte Parkway forming the eastern border north of Otay Lakes Road and Wueste Road forming the western border south of Otay Lakes Road) and Improvement Area No. 2 (Land Swap - generally located north of Olympic Parkway west of the future SR 125 and east of the sno & E easement). The budgets for fiscal year 2005-06 are estimated to be approximately $438,660 for Improvement Area No.1 and $91,253 for Improvement Area~3. DRAFT Community Facilities District No. 08-M (McMillin Otay Ranch and Otay Ranch Village 6 - Open Space Maintenance) F\ 21141-l-05 I F\ 2005-0(, i F\ Sper;al Tax Ibles Spedal I ax Rales I 211415-0(, Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Improvement Area 1: Residential $ 0.3775/sf $ 0.3775/sf $ 0.39 I 21sf $ 0.3912lsf Multi-family $ 0.27821sf $ 0.27821sf $ 0.2883/sf $ 0.2883/sf Non-residential $ 2,360.321acre $ 2,360.321acre $ 2,446.54/acre $ 2,446.541acre Final Map $ 6,262.16/acre $ 6,262.16lacre $ 6,490.921acre $ 6,490.921acre Other taxable- $ 6,262.16/acre $ 60.oo/acre $ 6,490.921acre $ 6,490.921acre residential Other taxable - $ 5,829.64/acre $ 55.861acre $ 6,042.60/acre $ 6,042.60/acre multi-familv Other taxable - $ 2,360.321acre $ 6.02lacre $ 2,446.54/acre $ 2,446.54/acre non-residential Property Assoc. $ 6,262.16/acre $ O.oo/acre $ 6,490.921acre $ 6,490.921acre ProDertv Estimated Revenue Area 1: $612,111.70 Improvement Area 2: Residential $ 0.194l/sf $ 0.194l/sf $ 0.20lllsf $ 0.201l/sf Multi-family $ O.194l/sf $ 0.1941/sf $ 0.20lllsf $ 0.20lllsf Non-residential $ 4,019.83/acre $ 4,019.83/acre $ 4,166.68/acre $ 4,166.681acre Final Map $ 4,019.83/acre $ 3,2l5.861acre $ 4,166.68/acre $ 4,166.68/acre Other taxable $ 4,019.83/acre $ O.OOIacre $ 4, I 66.68/acre $ 4,166.681acre Property Assoc. $ 4,019.83/acre $ O.OOIacre $ 4,166.68/acre $ 4,166.681acre Pro~;' Estimated Revenue Area 2: $S2S,8!l1.99 4-64 DRAFT Community Facilities District No. 08-M (McMillin Otay Ranch and Otay Ranch Village 6 - Open Space Maintenance) Community Facilities District 08-M finances the perpetual operation and maintenance of slopes, medians, parkways, trails, perimeter walls, perimeter fencing and storm water treatment facilities associated with Village 6, McMillin Otay Ranch and Otay Ranch Company. Improvement Area No.1 is located north of Birch Road, south of Olympic Parkway, west of SR 125 (a future road), and east of La Media Road. Improvement Area No.2 is generally located in two areas. The first area is located east of La Media Road, north of Birch Road, west of Magdalena Avenue, west of properties located on Trail Wood Drive, and south of Santa Venetia Street. The second area is located south of Olympic Parkway, east of the properties located on Oak Point Drive, north of Santa Venetia Street, north of Magdalena Avenue, and north of East Palomar Street. The budgets for fiscal year 2005-06 are estimated to be approximately $537,215 for Improvement Area No.1 and $343,428 for Improvement Area No.2. Turnover of maintenance is anticipated in March 2005. 4-65 DRAFT Community Facilities District No. 08-1 (Otay Ranch Village Six) FY 200./-05 F'r 2005-06 F'r 2005-06 Spedal I'ax ({ale, Speda) Tax ({ate, Land Use Category Maximum Actual Maximum Projected Estimated Rate Rate Rate Rate Revenue Residential $ 800/DU + $ 800/DU + $ 800/DU + $ 800/DU $0.35/sf $0.35/sf $0.35/sf + $0.35/sf Non-Residential $ 6,000/ acre $ 6,OOO/acre $ 6,OOO/acre $ 6,OOO/acre Zone A - $ 16,858/acre $lO,552/acre $ 16,858/acre $16,858/acre Undevelooed Zone B - $ 26,445/acre $16,552/acre $ 26,445/acre $26,445/acre . Undevelooed Zone A - Provisional $ 16,858/acre $ O.OO/acre $ 16,858/acre $16,858/acre Undevelooed Zone B - Provisional $ 26,445/acre $ O.OO/acre $ 26,445/acre $26,445/acre Undevelooed Estimated Revenue: $1,771,310,12 Community Facilities District 08-1 fmances the construction of backbone streets and associated improvements (i.e. grading, sewer, streets, landscaping, utilities, etc), public facilities, DIF improvements and Traffic Enhancement Facilities within Otay Ranch Village Six. This District is divided into Zone A and Zone B. The administrative costs for CFD 08-1 are projected to be $75,000 (as given in the bond indenture) and scheduled debt service on the bonds is $1,548,869. 4-66 DRAFT Community Facilities District No.11-M (Rolling Hills Ranch McMillin - Open Space Maintenance) F\' 2004-05 Spedal Tax Rates I F\' 2005-0(, Spedal rax Rate, IF\' 2005-06 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Residential N/A N/A $ 329.61/DU $ 329.61/DU Non-residential N/A N/A $671.81/acre $671.81/acre Final Map N/A N/A $671.81/acre $671.81/acre Other taxable N/A N/A $671.81/acre $671.81/acre Property Assoc. N/A N/A $671.81/acre $671.81/acre Property Estimated Revenue: $149,507.56 Community Facilities District ll-M fmances the perpetual operation, monitoring and maintenance of Multiple Species Conservation Program (MSCP) lots, Tarplant Preserve lots, Johnson Canyon Tarplant Preserve and storm water treatment facilities associated with Rolling Hills Ranch, Sub Area III. 4-67 DRAFT RESOLUTION NO. RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE LEVY OF SPECIAL TAXES FOR FISCAL YEAR 2005/2006 WITHIN COMMUNITY FACILITIES DISTRICTS 97-1, 97-2, 97-3, 98-1, 98-2, 98-3, 99-1, 99-2, 2000-1, 2001-1, 2001-2, 08-1, 07-M, 08-M AND 11-M; AND DELEGATING TO THE CITY MANAGER THE AUTHORITY TO ESTABLISH THE SPECIAL TAX FOR EACH DISTRICT. WHEREAS, the maximum Special Tax rates for Community Facilities Districts 97-1, 97-2, 97-3, 98-1, 98-2, 98-3, 99-1, 99-2, 2000-1, 2001-1, 2001-2, 08-I, 07-M, 08-M and 11-M; authorized, pursuant to the approved rate and method of apportionment of special taxes for each respective community facilities districts, to be levied for Fiscal Year 2005/2006 are set forth in Exhibits A through N, attached hereto and incorporated herein by reference as if set forth in full; and WHEREAS, this City Council desires to establish the maximum Special Tax rate that may be levied in Community Facilities Districts 97-1, 97-2, 97-3, 98-1, 98-2, 98-3, 99-1, 99- 2,2000-1,2001-1,2001-2, 08-I, 07-M, 08-M and 11-M in Fiscal Year 2005/2006 at the rates as set forth in Exhibits A through N hereto and to delegate to and designate the City Manager as the official to prepare a certified list of all parcels subject to the Special Tax levy for each community facilities district including the amount of such Special Tax to be levied on each parcel for Fiscal Year 2005/2006 as authorized by Government Code Section 53340. NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Chula Vista acting as the legislative body of Community Facilities Districts 97-1, 97-2,97-3,98-1,98- 2, 98-3, 99-1, 99-2, 2000-1, 2001-1, 2001-2, 08-I, 07-M, 08-M and 11-M respectively, as follows: SECTION 1. The foregoing recitals are true and correct. SECTION 2. This City Council does hereby establish the maximum Special Tax rates that may be levied for Fiscal Year 2005/2006 in Community Facilities Districts 97-1, 97-2, 97-3, 98-1,98-2,98-3,99-1,99-2,2000-1,2001-1,2001-2, 08-I, 07-M, 08-M and 11-M as the rates set forth in Exhibits A through N attached hereto. SECTION 3. Pursuant to Government Code 53340, this City Council hereby delegates the authority to and designates the City Manager as the official to prepare and submit a certified list of all parcels subject to the levy of the Special Tax within the community facilities district to which this resolution applies including the amOll.'1t of the Special Tax to be levied on each parcel for Fiscal Year 2005/2006 and to file such list with the auditor of the County of San Diego on or before the required date or such other later date with the prior written consent of such auditor. The amount of the Special Tax to be levied on each such parcel shall be based upon the budget for each such community facilities district as previously approved by this City Council and shall 4-68 DRAFT not exceed the maximum Special Tax as set forth in Exhibits A through N hereto applicable to the commwrity facilities district in which such parcel being taxed is located. Presented by Approved as to form by Sohaib Al-Agha City Engineer 4-69 EXHIBIT A DRAFT Community Facilities District No. 97-1 (Otay Ranch Open Space Maintenance District) FY 2004-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Special Tax Area A: Residential $ 0.0978/sf $ 0.0367/sf $ O.IOB/sf $ 0.1013/sf Non-residential $ 1,324.49/acre $ 492.78/acre $ 1,372.87/acre $ 1,372.87/acre Vacant $ 1,498.31/acre ~ 335.09/acre $ 1,5S3.04/acre $ 1,553.04/acre Estimated Revenue Special Tax Area A: $1,028,517.88 Special Tax Area B: Residential $ 0.22911sf 0.1515/sf $ O.ISIS/sf $ 0.15IS/sf Non-residential $ 2,941.00/acre $ I 94S.87/acre $ I ,94S .87/acre $ 1,945.87/acre Vacant $ 3,32S.72/acre O.OO/acre $ o .OO/acre $ O.OO/acre Estimated Revenue Special Tax Area B: $1,768,305.22 CFD 97-1, finances open space maintenance for Otay Ranch SPA One Villages One and Five, and consists of two Special Tax Areas. Area A covers the entire district and includes maintenance of parkways, medians and regional trails along Telegraph Canyon Road, Otay Lakes Road, Paseo Ranchero, La Media Road and Olympic Parkway, Telegraph and Poggi Canyon detention basins, channels, and pedestrian bridges. Area B, which excludes the McMillin development, maintains connector trails, slopes and perimeter walls or fences along major streets in the district. The fiscal year 2005-06 budget for this District totals $625,776 for Area A and $1,211,579 for Area B. 4-70 DRAFT EXHIBIT B Community Facilities District No. 97-2 (Dray Ranch Preserve) FY 200./-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Maximum Actual Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Improvement Area A: Residential $ 0.0 I 47/sf $ O.Oll/sf $ 0.0152/sf $ 0.0152/sf Non-residential $ 237.92/acre $ 66.60/acre $ 246.61/acre $ 246.61/acre Final Map $ 237.92/acre $ O.OO/acre $ 246.61/acre $ 246.61/acre Vacant $ l53.55/acre $ O.OO/acre $ 59. 15/acre $ 59. 15/acre Estimated Revenne Improvement Area A: See Area C Below Improvement Area B: Vacant $ 59.34/acre $ 0.70/acre $ 61.50/acre $ 61.50/acre Estimated Revenue Improvement Area B: See Area C Below Improvement Area C: Residential $ 0.0151/sf $ 0.1011 /sf $ 0.0156/sf $ 0.0156/sf Non-residential $ 243.66/acre $ 66.60/acre $ 252.56/acre $ 252.56/acre Final Map $ 243.66/acre $ O.OO/acre $ 252.56/acre $ 252.56/acre Vacant $ 157.26/acre $ O.OO/acre $ 163.00/acre $ 163.00/acre Estimated Revenue Improvemeut Areas A and C: $365,070.92 Community Facilities District 97-2 finances maintenance and biological monitoring of the preserve created in the Otay Ranch area. The County of San Diego has taken the lead in maintaining this area in cooperation with the City. No maintenance or monitoring costs were incurred during 1998 through 2002; however, work commenced during fiscal year 2002-03. This district was originally established with two Special Tax Areas. Area A contains Otay Ranch SPA One Villages One and Five, Village One West, and Village Six. Area B contains the remainder of the original district. During fiscal year 2002-03, Area C was created and contains Village Eleven (Brookfield Shea). The fiscal year 2005-06 budget for this District totals $265,782. 4-71 DRAFT EXHIBIT C Community Facilities District No. 97-3 (Otay Ranch McMillin - Bond Issue) FY 2004-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Category Maximum Actual Maximum Projected Estimated Rate Rate Rate Rate Revenue Residential $ 0.3920/sf $ 0.3413/sf $ 0.3920/sf $ 0.3920/sf Commercial $ 4,OOO/acre $ 3,482.65/ac $ 4,OOO/acre $ 4,OOO/acre Community Purpose $ 1,00O/acre $ 870.66/acre $ l,OOO/acre $ l,OOO/acre Facility Undeveloped $ 7,954/acre $ O.OO/acre $ 7,954/acre $ 7,954/acre Property Owner $ 7,954/acre $ O.OO/acre $ 7,954/acre $ 7,954/acre Association ProPerty Estimated Revenue: $1,591,435.34 CFD 97-3 was formed for the purpose of acquiring and financing public facilities improvements, such as portions of La Media Road and East Palomar Street, in Otay Ranch McMillin SPA One. Fiscal year 2005-06 administrative costs for CFD 97-3 are set at or less than $75,000.00 (as given in the bond indenture), and scheduled debt service on the bonds to be paid from the fiscal year 2005-06 levy is $819,200. 4-72 DRAFT EXHIBIT D Community Facilities District No. 98-1 (Otay Project Interim Open Space Maintenance District) FY 200.t-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Maximum Actnal Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Taxable $ 11 5 .05/acre $ 68.79/acre $ 123.72Jacre $ 123.72Jacre Pronertv . Estimated Revenue: $104,067.07 Community Facilities District No. 98-2 (Otay Project McMillin Interim Open Space Maintenance District) FY 200.t-05 Special Tax Rates I FY 2005-06 Special Tax Rates I H 2005-06 Land Use Maximum Actnal Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Taxable $ 55.07/acre $ O.OO/acre $ 57.07/acre $ 57.07/acre PrOllertv Estimated Revenue: $0.00 CFDs 98-1 and 98-2 were created as interim districts because the areas of Otay Ranch included in these districts were not developed and the density of development was not yet known at the time that these districts were established. These districts were formed to provide a guarantee for the financing of a portion of the cost of the maintenance of portions of the parkways and medians along Telegraph Canyon Road, Paseo Ranchero, and Olympic Parkway. They also include the Telegraph and Poggi Canyon detention basins and channels allocable to the properties within these districts. As verified by the City's Special District Counsel, properties located within the area of CFD 98- 1 but not included within CFD 99-2 will only be taxed for landscaped areas from the centerline of Olympic Parkway south to the District boundary. The fiscal year 2005-06 budget for this District totals $99,217. None of the improvements in CFD 98-2 are expected to be turned over to the City in fiscal year 2005-06 and therefore no special taxes will be levied within this district in fiscal year 2005-06. A portion of CFD 98-2 has been taken over by a new permanent maintenance district, CFD 08- M, with the remainder of the district still covered by CFD 98-2. 4-73 DRAFT EXHIBIT E Community Facilities District No. 98-3 (Sun bow II Open Space Maintenance District No. 35) FY 2004-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Maximum Actual Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Residential $ 403.l0/EDU $ 1.58/EDU $ 4l7.82/EDU $ 4l7.82/EDU Industrial $3, 142.0 lIacre $ l2.32/acre $3,646.02/acre $3,646.02/acre Commercial $3,517.52/acre $ 13.79/acre $ 3,256.79/acn $ 3,256.79/acr Undeveloped $2,408.60/acre $ O.OO/acre $2,496.59/acre $2,496.59/acre Estimated Revenue: $1,021,247.54 Co=unity Facilities District 98-3 finances open space maintenance in the Sunbow II development. This includes maintenance of street medians, parkways, slopes, drainage channels and basins, and biological monitoring of native and re-vegetated open space. A total budget of $909,699 was projected for fiscal year 2005-06 for this district. 4-74 DRAFT EXHIBIT F Community Facilities District No. 99-1 (Otay Ranch SPA I -Bond Issue) FY 200-t-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Reveuue Zone A (Village 1): Residential $ 0.28/sf $ 0.28/sf $ 0.28/sf $ 0.28/sf Commercial $ 1,600/acre $ 1,600/acre $ 1,600/acre $ 1,600/acre Community Purpose $ 400/acre $ 400/acre $ 400/ acre $ 400/acre Facilitv Estimated Revenue Zone A: See Entire District Below Zone B (Village 5): Residential $400/DU + O.29/sf $400/DU + O.29/sf $400/DU + O.29/sf $400/DU + O.29/sf Commercial $ 3,717/acre $ 3,717/acre $ 3,717/acre $ 3,717/acre Community Purpose $ 929/acre $ 929/acre $ 929/acre $ 929/acre F acilitv Estimated Revenue Zone B: See Entire District Below Zone C (Village 1 West): Residential $400/DU + O.44/sf $400/DU + O.44/sf $400/DU + O.44/sf $400/DU + O.44/sf Commercial $ 4,266/acre $ 4,266/acre $ 4,266/acre $ 4,266/acre Community Purpose $ 1,066/acre $ 1,066/acre $ 1,066/acre $ 1,066/acre Facilitv Estimated Revenue Zone C: See Entire District Below Entire District: Undeveloped $ 8,864/acre $ 1, 195.68/acre $ 8,864/ acre $ 8,864/acre Property Owner $ 8,864/acre $ O.OO/acre $ 8,864/acre $ 8,864/acre Association Pr . Estimated Revenue - Entire District: $3,981,182.30 ..-. / :l DRAFT EXHIBIT F Community Facilities District No. 99-1 (Dtay Ranch SPA I-Bond Issue) CFD 99-1 finances public improvements in a portion of Otay Ranch Village 1, Village 5 and Village 1 West. The main public facilities included are Olympic Parkway Phases 1 and 2, Paseo Ranchero Phase 2, and East Palomar Street. For CFD 99-1, arlministrative costs of $75,000.00 (as given in the bond indenture) and scheduled debt servic'e on the bonds of $2,929,686 are anticipated during fiscal year 2005-06. 4-76 EXHIBIT G DRAFT Community Facilities District No. 99-2 (Otay Ranch SPA 1, Village 1 West Open Space Maintenance) FY 1004-05 Special Tax Rates I FY 1005-06 Special Tax Rates I no 1005-06 Land Use Maximum Rate Actual Maximum Projected Estimated Category Rate Rate Rate Revenue Residential $ OA089/sf $ O.0174/sf $ OA238/sf $ O.4238/sf Undeveloped $ 5,042.86/acre $ O.OO/acre $ 5,227.08/acre $ 5,227.08/acre Estimated Revenue: $1,120,572.88 As verified by the City's Special District Counsel, property owners within the area ofCFD 98-1 not included within CFD 99-2 will only be taxed for landscaped areas from the centerline of Olympic Parkway south to the District boundary. CFD 99-2 has taken over the financing of that portion of costs of maintenance allocable to the property within CFD 98-1 from the centerline of Olympic Parkway north to Telegraph Canyon Road. A total budget of $701,968 is projected for fiscal year 2005-06. 4-77 DRAFT EXHIBIT H Community Facilities District No. 2000-1 (Sunbow II Villages 5 through 10 - Bond Issue) FY 200~-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Category Maximum Actual Maximum Projected Estimated Rate Rate Rate Rate Revenue Residential $ O.4400/sf $ O.2926/sf $ O.4400/sf $ O.4400/sf Undeveloped $ 7,851/acre $ O.OO/acre $ 7,851/acre $ 7,851/acre Property Owner $ 7,8511acre $ O.OO/acre $ 7,851/acre $ 7,851/acre Association ProPerty Estimated Revenue: $667,703.96 CFD 2000-1 finances various public facilities serving the Sunbow II development such as Telegraph Canyon Road, Medical Center Road and East Palomar Street. For CFD 2000-1, administrative costs for fiscal year 2005-06 are projected to be $50,000.00 (as given in the bond indenture) and scheduled debt service on the bonds is $504,482. 4-78 EXHIBIT I DRAFT Community Facilities District No. 2001-1 (San Miguel Ranch - Bond Issue) FY 2004-05 Special Tax Rates FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Improvement Area A: Residential $475/DU + O.34/sf $475/DU + O.34/sf $475/DU + O.34/sf $475/DU + O.34/sf Commercial $ 5,091/acre $ 5,091/acre $ 5,091/acre $ 5,091/acre Undeveloped $ IO,376/acre $ 3,186.38/acre $ 10,376/acre $ 10,376/acre Estimated Revenue Improvement Area A: See Entire District Below Improvement Area B: Residential $475/DU + O.32/sf $O.OO/DU + O.OOIsf $475/DU + O.321sf $475/DU + O.321sf Commercial $ 2,263/acre $ O.OO/acre $ 2,263/acre $ 2,263/acre Undeveloped $ 4,578/acre $ O.OO/acre $ 4,578/acre $ 4,578/acre Estimated Revenue Improvement Area B: See Entire District Below Estimated Revenue Entire District: $1,285,219.80 CFD 2001-1 is divided by SR-125 into two separate improvement areas, Improvement Area A (east of SR-125) and Improvement Area B (west of SR-125) and finances various public facilities serving the San Miguel Ranch development such as Mount Miguel Road (EastlWest), Proctor Valley Road (EastlWest), Calle La Marina, Paseo Vera Cruz, Calle La Quinta and certain SR-125 interim transportation facilities. For CFD 2001-1 Improvement Area A, administrative costs for fiscal year 2005-06 are projected to be $75,000.00 (as given in the bond indenture) and scheduled debt service on the Improvement Area A bonds is $999,571. No building p=its or bonds have been issued for Improvement Area B, as such, there is no levy requirement for fiscal year 2005-06. 4-79 DRAFT EXHIBIT J Community Facilities District No. 2001-2 (McMillin Otay Ranch, Village 6 - Bond Issue) FY 2004-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Maximum Actual Maximum Projected Estimated Category Rate Rate Rate Rate Revenue Residential $440/DU + 0.34/sf $440/DU + 0.34/sf $440/DU + 0.34/sf $440/DU + 0.34/,f Non- $ 11,365/acre $ 11,365/acre $ 11,365/acre $ 11,365/acre residential Undeveloped $ 11,365/acre $ 8,158.05/acre $ 11 ,365/acre $ 11,365/acre Estimated Revenue: $725,754.00 CFD 2001-2 is located within Otay Ranch Village Six and finances the backbone streets and associated improvements (i.e. grading, sewer, streets, landscaping, utilities, etc, public facilities improvements and interim transportation facilities. The main facilities include Olympic Parkway, La Media Road, Birch Parkway, La Media Bridge, east Olympic Parkway Bridge and a Neighborhood Park. For CFD 2001-2, administration costs for fiscal year 2005-06 are projected to be $75,000.00 (as given in the bond indenture) and scheduled debt service on the bonds is $708,725. 4-80 DR AFT EXHIBITK Community Facilities District No. 07-M (EastLake III - Woods, Vistas, and Land Swap - Open Space Maintenance) FY2004-05 Sp~cial Tax Rat~s I FY2005-06 Sp~cial Tax Rates I 20~i06 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Improvement Area 1 : Residential $ 0.1154/sf $ 0.1 154/sf $ 0.1196/sf $ 0.1196/sf Multi-family $ 0.1154/sf $ O. I 154/sf $ 0.1 196/sf $ 0.1196/sf Non-residential $ 1,506. 17/acre $1,506.17/acre $ 1,561.l9/acre $1,561.l9/acre Final Map $ 1,506. 17/acre $1,506.17/acre $ 1,561.l9/acre $1,561.19/acre Other taxable $ 1,506.17/acre $ 194.82/acre $ 1,561.l9/acre $1,561.19/acre Property Assoc. $ 1,506.17/acre $ O.OO/acre $ 1,561.19/acre $1,561.19/acre Property Estimated Revenue Area 1: $704,132.03 Improvement Area 2: Residential $ 0.0755/sf $ 0.0755/sf $ 0.0782/sf $ 0.0782/sf Multi-family $ 0.0755/sf $ 0.0755/sf $ O.0782/sf $ O.0782/sf Non-residential $ 417. 13/acre $ 417. 13/aere $ 432.36/acre $ 432.36/acre Final Map $ 1, 137.74/acre $1,137.74/acre $ 1, 179.30/acre $1,179.30/acre Other taxable $ 1,137.74/acre $ 33.45/acre $ 1,179.30/acre $1,179.30/acre Property Assoc. $ 1,137.74/acre $ O.OO/acre $ 1,179.30/acre $1,179.30/aere Pr01lertv Estimated Revenue Area 2: $110,864.26 Co=unity Facilities District 07-M funds the perpetual operation and maintenance of slopes, medians, and parkways and storm water treatment facilities associated with Eastlake ill - Woods and Vistas and Land Swap Parcel (south parcel only). The boundaries of the district consists of two improvement areas - Improvement Area No. 1 (located north and south of Otay Lakes Road with Hunte Parkway forming the east= border north of Otay Lakes Road and Wueste Road forming the west= border south of Otay Lakes Road) and Improvement Area No. 2 (Land Swap - generally located north of Olympic Parkway west of the future SR 125 and east of the SDG & E easement). The budgets for fiscal year 2005-06 are estimated to be approximately $438,660 for Improvement Area No.1 and $91,253 for Improvement Area No.2. 4-81 DR AFT EXHlBITL Community Facilities District No. 08-M (McMillin Otay Ranch and Otay Ranch Village 6 - Open Space Maintenance) FV 2004-05 I I:V 200S-06 I l'V Special Tax Rates Special Tax Rates 1005-06 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Improvement Area 1: Residential $ O.3775/sf $ O.3775/sf $ O.39l2/sf $ 0.39l2/sf Multi-family $ 0.2782/sf $ 0.2782/sf $ 0.2883/sf $ 0.2883/sf Non-residential $ 2,360.32/acre $ 2,360.32/acre $ 2,446.54/acre $ 2,446.54/acre Final Map $ 6,262.l6/acre $ 6,262.l6/acre $ 6,490.92/acre $ 6,490.92/acre Other taxable - $ 6,262. 1 6/acre $ 60.00/acre $ 6,490.92/acre $ 6,490.92/acre residential Other taxable - $ 5,829.64/acre $ 55. 86/acre $ 6,042.60/acre $ 6,042.60/acre multi-family Other taxable - $ 2,360.32/acre $ 6.02/acre $ 2,446.54/acre $ 2,446.54/acre non-residential Property Assoc. $ 6,262.16/acre $ O.OO/acre $ 6,490.92/acre $ 6,490.92/acre ProPerty Estimated Revenue Area 1: $612,111.70 Improvement Area 2: Residential $ 0.194l/sf $ 0.194l/sf $ 0.20ll/sf $ 0.20ll/sf Multi-family $ 0.194l/sf $ 0.194l/sf $ 0.20ll/sf $ 0.20ll/sf Non-residential $ 4,019.83/acre $ 4,019.83/acre $ 4, 1 66.68/acre $ 4,166.68/acre Final Map $ 4,019.83/acre $ 3,2l5.86/acre $ 4, 1 66.68/acre $ 4, I 66.68/acre Other taxable $ 4,01 9. 83/acre $ O.OO/acre $ 4, 1 66.68/acre $ 4,1 66.68/acre Property Assoc. $ 4,019.83/acre $ O.OO/acre $ 4,166.68/acre $ 4,166.68/acre Pr Estimated Revenue Area 2: $525,891.99 4-82 DR AFT EXHlBITL Community Facilities District No. 08-M (McMillin Otay Ranch and Otay Ranch Village 6 - Open Space Maintenance) Co=unity Facilities District 08-M finances the perpetual operation and maintenance of slopes, medians, parkways, trails, perimeter walls, perimeter fencing and storm water treatment facilities associated with Village 6, McMillin Otay Ranch and Otay Ranch Company. hnprovement Area No. I is located north of Birch Road, south of Olympic Parkway, west ofSR 125 (a future road), and east of La Media Road. Improvement Area No.2 is generally located in two areas. The first area is located east of La Media Road, north of Birch Road, west of Magdalena Avenue, west of properties located on Trail Wood Drive, and south of Santa Venetia Street. The second area is located south of Olympic Parkway, east of the properties located on Oak Point Drive, north of Santa Venetia Street, north of Magdalena Avenue, and north of East Palomar Street. The budgets for fiscal year 2005-06 are estimated to be approximately $537,215 for hnprovement Area No.1 and $343,428 for hnprovement Area No.2. Turnover of maintenance is anticipated in March 2005. 4-83 DR A F TEXHIBIT M Community Facilities District No. 08-1 (Otay Ranch Village Six) FY 2004-05 FY 2005-06 FY 2005-06 Special Tax Rates Special Tax Rates Land Use Category Maximnm Actnal Maximnm Projected Estimated Rate Rate Rate Rate. Revenue Residential $ 800/DU + $ 800/DU + $ 800/DU + $ 800/DU $O.35/sf $O.35/sf $O.35/sf + $O.35/sf Non-Residential $ 6,OOO/acre $ 6,OOO/acre $ 6,OOO/acre $ 6,OOO/acre Zone A - $ 16,858/acre $IO,552/acre $ 16,858/acre $16,858/acre Undeveloned Zone B - $ 26,445/acre $16,552/acre $ 26,445/acre $26,445/acre Undeveloped Zone A - Provisional $ 16,858/acre $ O.OO/acre $ 16,858/acre $16,858/acre Undeveloned Zone B - Provisional $ 26,445/acre $ O.OO/acre $ 26,445/acre $26,445/acre Undeveloned Estimated Revenue: $1,771,310.12 Co=unity Facilities District 08-Ifinances the construction of backbone streets and associated improvements (i.e. grading, sewer, streets, landscaping, utilities, etc), public facilities, DIP improvements and Traffic Enhancement Facilities within Otay Ranch Village Six. This District is divided into Zone A and Zone B. The administrative costs for CFD 08-I are projected to be $75,000 (as given in the bond indenture) and scheduled debt service on the bonds is $1,548,869. 4-84 DRAFT EXHIBIT N Community Facilities District No. ll-M (Rolling Hills Ranch McMillin - Open Space Maintenance) FY 200~-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Residential N/A N/A $ 329.61/DU $ 329.61/DU Non-residential N/A N/A $67!.81/acre $67 !.81/acre Final Map N/A N/A $67 !.81/acre $67 !.81/acre Other taxable N/A N/A $671.81/acre $67 !.81/acre Property Assoc. N/A N/A $67!.81/acre $671.81/acre Prooertv Estimated Revenue: $149,507.56 Co=unity Facilities District II-M finances the perpetual operation, monitoring and maintenance of Multiple Species Conservation Program (MSCP) lots, Tarplant Preserve lots, Johnson Canyon Tarplant Preserve and storm water treatment facilities associated with Rolling Hills Ranch, Sub Area ill. 4-85 COUNCIL AGENDA STATEMENT Item :5 Meeting Date 7/19/05 ITEM TITLE: Resolution Authorizing the levy of maximum special taxes for Fiscal Year 2005/06 within Community Facilities Districts 06-1 and delegating to the City Manager the authority to establish the special tax for this District. SUBMITTED BY: City Engineer eJr;:: REVIEWED BY: City Manager 4' (4/5ths Vote: Yes_No..1l) BOARDS/COMMISSIONS: N/A Adoption of the resolution authorizing the levy of maximum special taxes for CFD 06-1. This is one of two companion agenda items to the primary Community Facilities Districts (CFDs) agenda item. The primary CFD agenda item provides all general background information and details regarding the proposed maximum special taxes for fiscal year 2005/06. The present item includes information specific to Community Facilities Districts 06-1 RECOMMENDATION: That Council adopts the resolution. DISCUSSION: CFD 061 finances the backbone streets and associated improvements (i.e. grading, sewer, streets, landscaping, utilities, etc.), public facilities DIP Improvements, Traffic Enhancement Facilities. The facilities include E. Olympic Parkway, W. Olympic Parkway, Otay Lakes Road, EastLake Parkway, Hunte Parkway, Proctor Valley Road Telegraph Canyon Road and traffic signals. CFD 061 is divided into two separate areas, Improvement Area A and Improvement Area B. Improvement Area A is divided into two zones - Zone 1 (Vistas) and Zone 2 (Woods). Improvement Area B (the "Land Swap") is two non-adjacent areas; 1) is the northernmost area being a triangular shape west of EastLake Parkway bound by Otay Lakes Road to the north, and 2) the southernmost area bound to the south by Olympic Parkway with EastLake Parkway projecting north just west of the center of the area Bond Issue for acquisition of public facilities Maximum Rate & Actual Rate The City of Chula Vista makes the distinction between the maximum assessment rate and the amount that the City may collect against the assessment (i.e., the actual rate). The maximum assessments for FY 2005/06 are proposed at the FY 2004/05 maximum assessment rates, adjusted by an inflation factor as 5-1 Page 2, Item Meeting Date -5 7/19/05 defined in each district's special tax report. The actual rate, on the other hand, is the amount to be actually collected from the property owner and is equal to or lower than the proposed maximum assessment. The actual rate is based on the budget, the reserve requirement, savings and fund balances, earned interest, and prior years' savings. Each year, the Council authorizes the levy of special taxes on the maximum authorized special tax rates, and delegates to the City Manager the authority to establish the specific special tax rate applicable to each parcel. Fiscal Year 2005/06 Rates The maximum special tax rate and actual special tax rate for this infrastructure district is detailed in Attachment 1 and is accompanied by the district boundary map. The fiscal year 2005/06 actual special tax rates are projected at this time due to the large volume of building permit activity within the City of Chula Vista and large volume of subdivision activity in the county of San Diego. Staff proposes that the City Manager be authorized to modifY the projected annual special tax rates based on actual square footage and acreage provided such annual special tax rates do not exceed the maximum authorized special tax. Since the rates have been rounded, actual revenue may be slight! y different. The final Special Tax Levy Report will include a list of all parcel numbers and charges applicable to each parcel. The valid parcel numbers cannot be known for certain until after the special taxes have been submitted to the County for inclusion on the County property tax bills. The final report will be prepared in August. FISCAL IMPACT: For CFD 06-1 Improvement Area A, administration costs for fiscal year 2005/06 are projected to be $75,000.00 (as set forth in the bond indenture) and scheduled debt service on the bonds is $2,837,888. Bonds have been issued for Improvement Area B. The administration costs are projected to be $75,000.00 (as given in the bond indenture) and scheduled debt service on the bonds for Improvement Area B is $561,238. Projected revenues will be sufficient to cover these amounts. There is no impact to the General Fund. Attachments: 1. FY 2005/06 CFD 06-1 Table and District Map J:/Engineer/AGENDAlCAS2005/7-1 9-05/A 1 13 CFD Rates(06i)]Y0506.DOC 5-2 ATTACHMENT 1 Community Facilities District No. 06-1 (EastLake Woods, Vistas, and Land Swap - Bond Issue) FY 200~-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-06 Land Use Category Maximum Rate Actual Rate Maximum Rate Projected Rate Estimated Revenue Improvement Area A (Zone 1 - Vistas): Residential $ 0.5 800f sf $ 0.5800fsf $ 0.5800fsf $ 0.5800fsf Commercial $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre Hotel Property $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre Undeveloped $ 11,037 .00facre $ 3,764.72facre $ll,037.00facre $1,037.00facre Improvement Area A (Zone 2 - Woods): Residential $ 0.6700fsf $ 0.6700fsf $ 0.6700fsf $ 0.6700fsf Commercial $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre Undeveloped $ 8,332.00facre $ 2,842.06facre $ 8,332.00facre $ 8,332.00facre Estimated Revenue Improvement Area A (Zones 1 and 2): $4,035,413.61 Improvement Area B (Zone 3 - Land Swap): Residential $ 0.7400fsf $ 0.7400fsf $ 0.7400fsf $ 0.7400fsf Commercial $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre Undeveloped $20,563.00facre $ 8,571.10facre $20,563.00facre $20,563.00facre Improvement Area B (Zone 4 - Land Swap): Residential $ 0.7400fsf $ 0.7400fsf $ 0.7400fsf $ 0.7400fsf Commercial $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre $ 6,000.00facre Undeveloped $ 6,667.00facre $ 2,778.98facre $ 6,667.00facre $ 6,667.00facre Estimated Revenue Improvement Area B (Zones 3 and Zone 4): $1,175,988.27 5-3 ~ ~ \!) c... ~ l'l) ~ ~. 17 CD o . o z- ~~ oS: _UJ (!O u. z or- ::; UJ(f)o w--z a::Do( <(rJ) o Cf)' <. 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DRAFT RESOLUTION NO. 2005 - RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AUTHORIZING THE LEVY OF MAXIMUM SPECIAL TAXES FOR FISCAL YEAR 2005/2006 WITHIN COMMUNITY FACILITIES DISTRICTS 06-1; AND DELEGATING TO THE CITY MANAGER THE AUTHORITY TO ESTABLISH THE SPECIAL TAX FOR EACH DISTRICT. WHEREAS, the maximum Special Tax rates for Community Facilities District 06-1; authorized, pursuant to the approved rate and method of apportionment of special taxes for this community facilities district, to be levied for Fiscal Year 2005/2006 are set forth in Exhibit A, attached hereto and incorporated herein by reference as if set forth in full; and WHEREAS, this City Council desires to establish the maximum Special Tax rates that may be levied in Community Facilities Districts 06-1 in Fiscal Year 2005/2006 at the rates as set forth in Exhibit A hereto and to delegate to and designate the City Manager as the official to prepare a certified list of all parcels subject to the Special Tax levy for this community facilities district including the amount of such Special Tax to be levied on each parcel for Fiscal Year 2005/2006 as authorized by Government Code Section 53340. NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Chula Vista acting as the legislative body of Community Facilities District 06-1 respectively, as follows: SECTION 1. The foregoing recitals are true and correct. SECTION 2. This City Council does hereby establish the maximum Special Tax rates that may be levied for Fiscal Year 2005/2006 in Community Facilities District 06-1 as the rates set forth in Exhibit A attached hereto. SECTION 3. Pursuant to Government Code 53340, this City Council hereby delegates the authority to and designates the City Manager as the official to prepare and submit a certified list of all parcels subject to the levy of the Special Tax within the community facilities district to which this resolution applies including the amount of the Special Tax to be levied on each parcel for Fiscal Year 2005/2006 and to file such list with the auditor of the County of San Diego on or before the required date or such other later date with the prior written consent of such auditor. The amount of the Special Tax to be levied on each such parcel shall be based upon the budget for each such community facilities district as previously approved by this City Council and shall not exceed the maximum Special Tax as set forth in Exhibit A hereto applicable to the community facilities district in which such parcel being taxed is located. Presented by Approved as to form by Sohaib Al-Agha City Engineer 5-5 EXHmIT A Community Facilities District No. 06-1 (EastLake Woods, Vistas, and Land Swap - Bond Issue) DRAFT FY 200-1-05 Special Tax Rates I FY 2005-06 Special Tax Rates I FY 2005-0(, Land Use Category Maximnm Rate Actnal Rate Maximum Rate Projected Rate Estimated Revenue Improvement Area A (Zone 1 - Vistas): Residential $ 0.5 800/ sf $ 0.5800/sf $ 0.5800/sf $ 0.5800/sf Commercial $ 6,000.00/acre $ 6,000.00/acre $ 6,000.00/acre $ 6,000.00/acre Hotel Property $ 6,000.00/acre $ 6,000.00/acre $ 6,000.00/acre $ 6,000.00/acre Undeveloped $ 11,037 .OO/acre $ 3,764.72/acre $11,037.00/acre $1,037.00/acre Improvement Area A (Zone 2 - Woods): Residential $ 0.6700/sf $ 0.6700/sf $ 0.6700/sf $ 0.6700/sf Commercial $ 6,000.00/acre $ 6,000.00/acre $ 6,000.00/acre $ 6,000.00/acre Undeveloped $ 8,332.00/acre $ 2,842.06/acre $ 8,332.00/acre $ 8,332.00/acre Estimated Revenue Improvement Area A (Zones 1 and 2): $4,035,413.61 Improvement Area B (Zone 3 - Land Swap): Residential $ 0.7400/sf $ 0.7400/sf $ 0.7400/sf $ 0.7400/sf Commercial $ 6,000.00/acre $ 6,000.00/acre $ 6,000.OO/acre $ 6,000.00/acre Undeveloped $20,563.00/acre $ 8,571.1 O/acre $20,563.00/acre $20,563.00/acre Improvement Area B (Zone 4 - Land Swap): Residential $ 0.7400/sf $ 0.7400/sf $ 0.7400/sf $ 0.7400/sf Commercial $ 6,000.00/acre $ 6,000.00/acre $ 6,000.00/acre $ 6,000.00/acre Undeveloped $ 6,667.00/acre $ 2,778.98/acre $ 6,667.00/acre $ 6,667.00/acre Estimated Revenue Improvement Area B (Zones 3 and Zone 4): $1,175,988.27 5-6 COUNCIL AGENDA STATEMENT Item Meeting Date 7/19/05 & ITEM TITLE: Resolution Authorizing the levy of maximum special taxes for Fiscal Year 2005/06 within Community Facilities Districts 07-1 and 09-M and delegating to the City Manager the authority to establish the special tax for each District. SUBMITTED BY: City Engineer f:fc:- ~ City Manager ~ REVIEWED BY: (4/5ths Vote: Yes_No...K.) BOARDS/COMMISSIONS: N/A Adoption of the resolution authorizing the levy of maximum special taxes for CFDs 07-1 and 09-M. This is one of two companion agenda items to the primary Community Facilities Districts (CFDs) agenda item. The primary CFD agenda item provides all general background information and details regarding the proposed maximum special taxes for fiscal year 2005/06. The present item includes information specific to Community Facilities Districts 07-1 and 09- M. RECOMMENDATION: That Council adopts the resolution. DISCUSSION: CFD 07-1 Community Facilities District 07-1 finances the acquisition or construction of certain public facilities (i.e. grading, landscaping, streets, utilities, drainage, sewer, etc.) serving the Brookfield Shea Otay project, as well as, selected "Traffic Enhancement" facilities within the greater eastern territories of Chula Vista. The Brookfield Shea Otay project is bounded on the south and east by Hunte Parkway, a curving arterial from south to northeast. Olympic Parkway forms the north edge and to the west is the extension of Eastlake Parkway. CFD 09-M Community Facilities District 09-M finances the perpetual operation and maintenance of slopes, medians, parkways, trails, perimeter walls, perimeter fencing and storm water treatment facilities associated with Village 11, Brookfield Shea Otay. The fiscal year 2005/06 budget is estimated to be $65,272. The CFD Special Tax Levy Report for maintenance 09-M require the establishment of a fund reserve for each district of up to 100 percent of the total annual operating budget in order to provide revenue for the first half of the fiscal year before any income is received and to provide for cost overruns and delinquencies. A 50 percent reserve has been provided by including an additional 50 percent of the fiscal year 2005/06 budget. The reserves should provide sufficient funding through December 31,2005. Additional reserves may be realized depending on the schedule for accepting new landscaping improvements during the fiscal year. 6-1 ..- Page 2, Item (,c-:- Meeting Date 7/19/05 CFD Location Pu rposc - -- --- -- - ----- ---- -- -- --- -- - 07-1 Otay Ranch Village II Bond Issue for acquisition of public facilities 09-M Otay Ranch Village II Maintenance district Fiscal Year 2005/06 Rates The fiscal year 2005/06 actual special tax rates are projected at this time due to the large volume of building permit activity within the City of Chula Vista and large volume of subdivision activity in the county of San Diego. Staff proposes that the City Manager be authorized to modify the projected annual special tax rates based on actual square footage and acreage provided such annual special tax rates do not exceed the maximum authorized special tax. Since the rates have been rounded, actual revenue may be slightly different. The final Special Tax Levy Reports will include a list of all parcel numbers and charges applicable to each parcel. The valid parcel numbers cannot be known for certain until after the special taxes have been submitted to the County for inclusion on the County property tax bills. The final reports will be prepared in August. FISCAL IMPACT: CFD 07-1 (Infrastructure District) The scheduled debt service for this bonded infrastructure district in FY 2005/06 totals $1,992,244. Projected assessment revenues will be sufficient to cover these amounts with no impact to the General Fund. CFD 09-M (Maintenance District) The full cost of providing maintenance services in this district totals $814,731.10. This entire amount is recovered through the CFD' s special tax assessments and reserves, resulting in no net impact to the General Fund. Attachments: 1. FY 2005/06 CFD 07-1 and 09-M Tables and District Maps J:/Engineer/ AGENDNCAS200517-19-05/ AI 13 CFD Rates(07i&09ml]Y0506.DOC 6-2 ATTACHMENT 1 Community Facilities District No. 07-1 (Otay Ranch - Village Eleven - Bond Issue) FY 2004-05 FY 2005-06 FY Special Tax Rates Special Tax Rates 2005-06 Land Use Cate 0 Density Maximum Rate Maximum Rate Projected Rate Estimated Revenue Actual Rate Residential o to 8 $ 1,675/DU $ 1,675/DU $ 1,675/DU $1,675/DU Residential >8 to $ 1,340/DU $ 1,340/DU $ 1,340/DU $1,340/DU 20 Residential >20 $ 1,005/DU $ 1,005/DU $ 1,005/DU $1,005/DU Non-Residential N/A $ 6,000/ac $ 6,000/ac $ 6,000/ac $ 6,000/ac $ 13,955/ac $ 13,955/ac $ 13,955/ac $13,955/ac $ 24,218/ac $ 24,2l8/ac $ 24,218/ac $24,2 I 8/ac $ 13,955/ac $ 5,860/ac $ 13,955/ac $13,955/ac $ 24,218/ac $ 10,170/ac $ 24,218/ac $24,218/ac $ 13,955/ac $ O.OO/ac $ 13,955/ac $13,955/ac $ 24,218/ac $ O.OO/ac $ 24,218/ac $24,218/ac Estimated Revenue: $5,219,054.39 6-3 Community Facilities District No. 09-M (Otay Ranch Village 11 - Brookfield Shea) Develooed: Residential o to 8 $ 487.87fDU $ 487.87fDU $ 505.69fDU $ 505.69/DU Residential >8 to $ 390.29fDU $ 390.29fDU $ 404.54fDU $ 404.54fDU 20 Residential Greater $ 292.7IfDU $ 292.71fDU $ 303.40/DU $ 303.40fDU than 20 Non-Residential N/A $1,873.4I/ac $1,873.4l1ac $1,941.84/ac $1,941.84/ac Undevelooed: $1.873.4I/ac . $1.873.4l1ac 1,941.84/ac $1,941.84/ac $1,873.4l1ac $1,873.4l1ac 1,941.84/ac $1,941.84/ac $1,873.4l1ac $ O.OO/ac 1,941.84/ac $1,941.84/ac Estimated Revenue: $755,365.26 6-4 c:: i..~h ! ; OI- l[ - ....0 ;~i!;:~~ f i l/l- :j...f ~ ~ c::1!':' . . wuSI; a OJ WUl :z; Q 10- ;!.i~l~ - Q~ :zO !aD.g~: .. ~~ =>l/l .....'" l.!'~iil -~ Zw_ 00 ~: ~t':~S ..JI=I 1 1 'i~!I.1 - ~- l&J ::::j1...... 00 ! 8' 1" CI)~ 1-::= 0(30 .......... ~ ..J =~ II!:~ 00 !l'~ i "'< ' 1 I ..dii. ....< -1 ... ;- - <Lo.o .......CD2;L.l.J '.s ....;~ if ~ l1. 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WHEREAS, the maximum Special Tax rates for Community Facilities Districts 07-1 and 09- M; authorized, pursuant to the approved rate and method of apportionment of special taxes for each respective community facilities district, to be levied for Fiscal Year 2005/2006 are set forth in Exhibits A and B, attached hereto and incorporated herein by reference as if set forth in full; and WHEREAS, this City Council desires to establish the maximum Special Tax rates that may be levied in Community Facilities Districts 07-1 and 09-M in Fiscal Year 2005/2006 at the rates as set forth in Exhibits A and B hereto and to delegate to and designate the City Manager as the official to prepare a certified list of all parcels subject to the Special Tax levy for each community facilities district including the amount of such Special Tax to be levied on each parcel for Fiscal Year 2005/2006 as authorized by Government Code Section 53340. NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Chula Vista acting as the legislative body of Community Facilities Districts 07-1 and 09-M respectively, as follows: SECTION 1. The foregoing recitals are true and correct. SECTION 2. This City Council does hereby establish the maximum Special Tax rates that may be levied for Fiscal Year 2005/2006 in Community Facilities Districts 07-1 and 09-M as the rates set forth in Exhibits A and B attached hereto. SECTION 3. Pursuant to Government Code 53340, this City Council hereby delegates the authority to and designates the City Manager as the official to prepare and submit a certified list of all parcels subject to the levy of the Special Tax within the community facilities district to which this resolution applies including the amount of the Special Tax to be levied on each parcel for Fiscal Year 2005/2006 and to file such list with the auditor of the County of San Diego on or before the required date or such other later date with the prior written consent of such auditor. The amount of the Special Tax to be levied on each such parcel shall be based upon the budget for each such community facilities district as previously approved by this City Council and shall not exceed the maximum Special Tax as set forth in Exhibits A and B hereto applicable to the community facilities district in which such parcel being taxed is located. Presented by Approved as to form by Sohaib AI-Agha City Engineer 6-7 Community Facilities District No. 07-1 (Otay Ranch - Village Eleven - Bond Issue) EXHIBIT A DRAFT FY 2004-05 FY 2005-06 FY Special Tax Rates Special Tax Rates 2005-06 Land Use Density Maximum Actual Rate Maximnm Projected Estimated Cate or Rate Rate Rate Revenue Residential o to 8 $ 1,675/DU $ 1,675/DU $ 1,675/DU $1,675/DU Residential >8 to $ 1,340/DU $ 1,340/DU $ 1,340/DU $1,340/DU 20 Residential >20 $ 1,005/DU $ 1,005/DU $ 1,OO5/DU $1,OO5/DU Non-Residential N/A $ 6,00O/ac $ 6,OOO/ac $ 6,OOO/ac $ 6,OOO/ac $ l3,955/ac $ 13,955/ac $ 13,955/ac $13,955/ac $ 24,218/ac $ 24,218/ac $ 24,218/ac $24,218/ac $ 13,955/ac $ 5,860/ac $ 13,955/ac $13,955/ac $ 24,218/ac $ 10,170/ac $ 24,218/ac $24,218/ac $ 13,955/ac $ O.OO/ac $ 13,955/ac $13,955/ac $ 24,218/ac $ O.OO/ac $ 24,218/ac $24,218/ac Estimated Revenue: $5,219,054.39 6-8 EXHIBIT B Community Facilities District No. 09-M (Otay Ranch Village 11 - Brookfield Shea) DRAFT Develooed: Residential o to 8 $ 487.87/DU $ 487.87/DU $ 505.69/DU $ 505.69/DU Residential >8 to $ 390.29/DU $ 390.29/DU $ 404.54/DU $ 404.54/DU 20 Residential Greater $ 292.71/DU $ 292.71/DU $ 303.40/DU $ 303.40fDU than 20 Non-Residential N/A $1,873.41/ac $1,873.41/ac $1,941.84/ac $1,941.84/ac Undevelooed: $1.873.41/ac $1.873.41/ac 1,94 1. 84/ac $1,941.84/ac $1,873.41/ac $1,873.41/ac 1,941.84/ac $1,941.84/ac $1,873.4I/ac $ O.OO/ac 1,941.84/ac $1,941.84/ac Estimated Revenue: $755,365.26 6-9 COUNCIL AGENDA STATEMENT Item L Meeting Date 7/19/05 ITEM TITLE: Resolution Accepting a petition requesting the formation of an Assessment District for Tobias Drive (Naples Street to Oxford Street) for the purpose of financing the construction of street improvements Resolution Adopting a map showing the proposed boundaries for Assessment District No. 2005-1 (Tobias Drive) Resolution Declaring its intent to form Assessment District No. 2005-01 (Tobias Drive) and to order improvements within that District; approving the Preliminary Assessment Engineer's Report, setting the time and place for public hearings; and ordering the initiation of ballot procedures SUBMITTED BY: Director of General Services c:!Q..- City Manager 9 REVIEWED BY: (4/Sths Vote: Yes ~ NoL) Residential properties along Tobias Drive, between Naples Street and Oxford Street, are currently without curbs, gutters, or sidewalks. Thirty ofthe thirty-nine property owners have signed a petition requesting that special assessment district proceedings be commenced for the purpose of financing the construction of these improvements. Staffhas completed preliminary design and cost estimates for this project. RECOMMENDATION: That Council adopt the above resolutions to: 1. Accept the petition from Tobias Drive property owners for the formation of a special assessment district; 2. Approve the District Boundary Map 3. Approve the Preliminary Assessment Engineer's Report; 4. Declare its intent to form Assessment District No. 2005-01; 5. Set the time and place of a public hearing for September 13, 2005 at 6:00 p.m. to be conducted pursuant to applicable provisions of the Municipal Improvement Act of 1913, City Council Ordinance No. 2952, City Council Resolution 2004-031, the "Proposition 218 Omnibus Implementation Act" and Article XIllD of the Constitution Of the State of California ("Article XIIID"); and 6. Order the initiation of ballot proceedings in accordance with Article XIllD. BOARDS/COMMISSIONS RECOMMENDATION: Not applicable. DISCUSSION: City staff has received a petition (copy attached as Attachment A), initiating the formation of an Assessment District for the construction of street improvements along Tobias Drive, from Naples 7-1 ~t~~~ Page 2, Item 7 Meeting Date 7/19/05 Street to Oxford Street (Attachment A). Thirty (30) of the thirty-nine (39) property owners within the proposed District boundaries were in favor of the district formation. The petition complies with Section 2804 of the California Streets and Highways Code, which requires that the petition be signed by at least 60 percent of the areal front footage property owners. City Council Resolution No. 2004-031 adopted the current Council Policy regarding formation of Assessment Districts with City participation for construction of infill street improvements. That Policy provides that Assessment Districts for the construction ofinfill street improvements will be formed with City participation, using either the Improvement Act of 1911, or the Municipal Improvement Act of 1913 (the "Municipal Improvement Act"). In forming these Districts, the City typically provides all engineering, inspection and administrative services, and pays for all relocation and reconstruction of the existing roadway, if required;property owners are typically expected to pay for the cost of constructing curb, gutter, sidewalk and driveway aprons. However, the City has offered to pick up the costs of the curb, gutter, sidewalk and street improvements. The property owners would be required to pay for the driveway aprons and the relocation of any private improvements within the City's right-of-way. These costs are proposed to be paid by the property owners. City staff conducted a public meeting and met with property owners on April 28, 2004, presenting the proposed improvements, financing mechanism, Assessment District formation process, and distributed preliminary ballots. At that meeting, staff explained the process for establishing assessment districts and an informal ballot was distributed to the property owners in attendance. All property owners in attendance were in favor of the proposed Assessment District to move forward. It was therefore concluded that the proj ect had sufficient support to warrant proceeding with the District formation process. Due to the overwhelming interest in this project, staff has begun the design work on this project. Improvements and Costs This project consists of construction of curb, gutter, sidewalk and driveway aprons, resurfacing and widening of the existing asphalt pavement along Tobias Drive between Naples Street and Oxford Street. Details of the cost breakdown and design considerations are included in the Preliminary Engineer's Report (Attachment B). The report includes a copy of the proposed boundary map and the recommended construction costs payable per property. The total project cost is estimated to be $1,011,100.00, of which the property owners' shareis $210,170.00 to cover the cost ofconstructing the concrete driveways only. One property on Tobias Drive was not included in the District. This property is located at the southern end of Tobias Drive, which already has curb, gutter and sidewalk along the property frontage. New driveway aprons will not be constructed for this property. Future Actions The proceedings to form Assessment District No. 2005-1 (Tobias Drive) are being undertaken pursuant to the provisions of the Municipal Improvement Act, as amended by Council Ordinance 7-2 Page 3, Item Meeting Date 7 7/19/05 2952, Article XIIID and the Proposition 218 Omnibus Implementation Act (Government Code Section 53750 and following, the "Prop 218 Implementation Act"). The notice, hearing and protest requirements of the Municipal Improvement Act, enacted long before the passage of Proposition 218 that added Article XIIID to the California Constitution and the enactment of the Prop 218 Implementation Act, differs in certain significant respects from the notice, protest and hearing procedures mandated by Article XIIID. However, the Prop 218 Implementation Act, enacted to facilitate the implementation of Article XIIID, provides that the notice, hearing and protest procedures imposed by the Prop 218 Implementation Act supercede any statutory provisions of the Municipal Improvement Act applicable to the levy of assessments pursuant to the that Act, whether or not the provisions of the Municipal Improvement Act conflict with the provisions of the Prop 218 Implementation Act. Additionally, the Prop 218 Implementation Act provides that if the City complies with the notice, protest and hearing requirements of the Prop 218 Implementation Act, the City shall not be required to comply with the statutory notice, protest and hearing requirements that would otherwise be applicable to the levy of assessments pursuant to the Municipal Improvement Act. Consequently, the procedures proposed to be implemented to consider the levy of assessments within Assessment District No. 2005-1 (Tobias Drive) are the notice, protest and hearing procedures mandated by the Prop 218 Implementation Act. Council is requested to adopt the above resolutions to, among other actions, , set the time and place for a public hearing regarding the construction of the improvements, and order the initiation of assessment ballot proceedings in accordance with Article XIIID in conjunction with such public hearing. If the resolution is adopted, staff will mail notices of the public hearing, together with assessment ballots, to all property owners at least 45 days in advance of the public hearing, which will be held on September 13, 2005. At the public hearing, property owners may present objections to the proposed work in accordance with Section 5132 of the California Streets and Highway Code and show cause why the proposed work should not be carried out in accordance with the Resolution of Intention. Additionally, by completing and returning their assessment ballots, the property owners will have the right to specify their support for or opposition to the levy of the assessments to fmance the construction ofthe driveway aprons. The property owners have the option to revise their assessment ballots until the end of the public hearing. These assessment ballots will include the maximum principal amount that each property owner is required to pay. If the majority of property owners approve the levy of assessments to finance the construction ofthe driveway aprons, the City Council may then order the construction work for all ofthe improvements to be done and staff will complete design. It is anticipated that construction of this project would take place during October of2005. Following completion of the construction of the street improvement project, the City Council will be asked to confirm the final assessments. So long as the final assessments are equal to or less than the assessments approved by the property owners pursuant to the assessment ballot procedure, no further public hearing will be necessary. If, however, the final assessments exceed the assessments approved by the property owners, it would be necessary for the City to conduct a further public hearing and assessment ballot proceeding in order to authorize the levy of the assessments in such higher amounts. 7-3 ~;:~ Page 4, Item 7 Meeting Date 7/19/05 Following confIrmation of the fmal assessments, the property owners will have the option of paying any portion of the assessments during the 30-day payoff period following acceptance of improvements and confIrmation of assessments. If assessments are not fully paid during that time, the City customarily collects the unpaid balance on the tax roll over a period often years, together with interest on the unpaid principal at the rate of 5 percent per year. Property owners may pay the balance of their assessments at any time during the ten-year repayment period without penalty. FISCAL IMPACT: The total cost ofthis project is estimated to be $1,011,100.00. It is estimated that property owners will repay $210,170.00 of the cost of the project. The remaiiling balance will be funded by the Jobs to Housing Balance Fund. Attachments: A. Petition Signed by Tobias Drive Property Owners B. Preliminary Engineer's Report M:IGeneral ServiceslGS AdministrationlCouncil AgendalSTL-301 Tobias DrivelTobias Drive - IntentAl13 June 2005-IDSM Red1ine-FINAL.doc FILE: 0735-1O-STL301b 7-4 ATTACHMENl A I I NOV 1 0 2003 have the authority to form the assessment district and levy the proposed assessments only if the assessment ballots submitted in favor of the levy of the proposed assessments exceed the assessment ballots submitted in opposition to such levy. In tabulating the assessment ballots, the assessment ballot for each parcel is weighted by the amount of the assessment proposed to be levied on such parcel. In submitting this petition we are not waiving our right: (a) to testify orally or in writing at the public hearing described above, (b) to object to or protest the levy of the assessments if we do not agree with the amount of the assessment proposed to be levied on our property or (c) to submit an assessment ballot in opposition to the levy of the proposed assessment on our property if we do not agree with the amount of such proposed assessment. This petition is respectfully submitted by: Neil!:hborhood Coordinator Name: Richard Lipp Address: 1155 Tobias Drive Phone: (619)426-7121 Date Sil!:ned '()-;a-03 /V-'Z'-' 0) IO-~i-03 10/2.4 (0:1 Jr2if-O) )v/),/ t:JJ Name ofProDertv Owner(s) (Drinted or tvDed) Sil!:nature of ProDertv Owner(s) Street Address .!!.!: Assessor's Parcel No. -eru<'Vd C."""U/( f{;d:j!5<YU ..n DCOC 1)~~ " ~:. 4/ /71{7:::) !?r'fp/;/t.f5 .soT~ hit; C- (4 So1u '!A-_Cl,~~./~Q,' 7 ~;;;- Date Sil!ned Name of Property Sil!nature of Owner(s) Property Owner(s) (printed or typed) /o..f?Jf....o~ rnilfj ::r~JY\.-VJ( Je.svs NJ2r '0 dl/-v;5 ~ //- ~ - 0;; COttc(J/J,/1V' , ;/ J ~Vu jfJ!J, Lj -0 3' ffl!t; /I. /rU t >1 1f.(/If)'f4 ) I (l--)+-1J '7 JD~;sE N!1or{t ~~,~ / ~ I DI1~!D3 Ate! - '. ""~1' J& 1 " / ,If-,1 . /' i, I U' 'l 4 1 I"~ {, 'l'!' '~'..'~:" r~'" 'lPY<: :i /'1 Ii i if , " '.'", IJ<'" I ," , \: '; ",I, . ,V "/ ,. '- I. " '," ,~, ' I A by.. (}o nw:L' ~ 1 ' , {}<JYL'Y/.i?- - d.J!1' 7-~ I I Street Address Q!: Assessor's Parcel No. ( , I I Date Shwed Name of Property Sil!nature of Street Address Owner(s) Property Owner(s) .!!! (printed or typed) Assessor's Parcel No. ftJ.d.v-, . " /D / cZt/-/t/.5 /- +1~, /O/~~3 ~;If.e/,,4- D. IJ,Ma ~~J21i. i 10 -2- 't) - C\J, \J \ '(lce :J"" "- \(Q ,,\, /o(.zr/c 3 DO ROT~' (:3. 4~ 'tfA~/( /O/2A/O~ ",J PUw~5 ~ O(Z1!tP '8~~ 9-~ )(~.&&- ,'" '''.' IO/Zq /03 O$U>.. ..-l-e~e~Ii'^' oJ-- 1%~3 /'f)I}KC/Ji?EJ 3A-~ ~ cf> ~ I \ %'fu Co M\4 ~'"O'V ~ .J.. \4.v~s 7~7 I I Date Sie:ned Name ofPropertv Sie:nature of Street Address Owner(s) Property Owner(s) ill: (printed or typed) Assessor's Parcel No. 30 oc,,\- 03 ~'-L \-w-d LiP P ~Jo;= ...l~ /tJ-- JO -- 6' J JOl lIP/)f) 1) f1{~ \O\~\ \03 ~~Qpl. {( ( l/63 I Ij~! CI 3 "/~f03 1/ /l/o-S II/l/e ~ f ' Ilj?5jo3 ~~ (le, s-+ r 11 Jvre ~ rrJ-- O~ ~ ~G\2A jIl1..lRl.l)iIJJRz,..J.}Jl ~~1f..' ) - /1i::ttl" , ILt~ )}V(KcOljil-f (<it (/ ~r4t~/6/L ~,:1m(S ~tI7t;R y~~ 7-7 Af'FACHMENT B PRELIMINARY ENGINEER'S REPORT TOBIAS DRIVE SIDEWALK IMPROVEMENTS 1913 ACT ASSESSMENT DISTRICT AD 2005-01 JUNE 7, 2005 7-9 ~~. Backe:round Tobias Drive, between Naples Street and Oxford Street in Chula Vista, is a residential street with a 60-foot width of right-of-way and is located within the Castle Park area of the City of Chula Vista. The Castle Park area is generally bounded by Third Avenue to the west, Hilltop Drive to the east, Naples Street to the north, and Palomar Street to the south. Existing improvements along Tobias Drive generally consist of asphaltic concrete pavement with no curb-and-gutter. In November 2003, thirty Tobias Drive property owners submitted a petition to the City requesting the initiation of proceedings to form an assessment district in accordance with the Improvement Act of 1913. This district would finance the construction of the missing curb, gutter and sidewalk and other street improvements along Tobias Drive, from Naples Street to Oxford Street. The City currently has a policy regarding participation in 1913 Block Act proceedings. According to this policy, the City will provide all engineering, inspection and administrative services at no cost to the property owners. It is the City's responsibility to relocate or replace all existing public improvements, which would be in conflict with the new improvements, including utilities, and costs associated with construction of the curb, gutter and sidewalk, and street reconstruction. These costs would not be assessed to the property owners. The property owners would be responsible to pay for all costs associated with the driveway apron construction and any costs associated with the relocation of private improvements (only if private improvements are located in the public right-of-way). 2 7-10 Overall Deslen and Cost Estimate The project area and general location of improvements are shown on Exhibit A, the Proposed Boundary Map for Assessment District 2005-1, Tobias Drive. The properties, which will benefit from these improvements and would be a part of the district, are as follows: Address Parcel Number 1101 Tobias Drive 619-162-01-00 1109 Tobias Drive 619-162-02-00 1115 Tobias Drive 619-162-03-00 1119 Tobias Drive 619-162-04-00 1123 Tobias Drive 619-162-05-00 1129-31 Tobias Drive 619-162-06-00 1133 Tobias Drive 619-162-07-00 1139 Tobias Drive 619-162-08-00 1143-45 Tobias Drive 619-162-09-00 1149 Tobias Drive 619-162-10-00 1155 Tobias Drive 619-163-11-00 1159 Tobias Drive 619-163-12-00 1163 Tobias Drive 619-163-13-00 1169 Tobias Drive 619-163-14-00 1175 Tobias Drive 619-163-15-00 1179 Tobias Drive 619-163-16-00 1183 Tobias Drive 619-163-17-00 1187 Tobias Drive 619-163-18-00 1191 Tobias Drive 619-163-19-00 1102 Tobias Drive 619-152-14-00 1108 Tobias Drive 619-152-13-00 1114 Tobias Drive 619-152-12-00 1118 Tobias Drive 619-152-11-00 1124 Tobias Drive 619-161-01-00 1128-30 Tobias Drive 619-161-02-00 1134 Tobias Drive 619-161-03-00 1138 Tobias Drive 619-161-04-00 1144 Tobias Drive 619-161-05-00 1148 Tobias Drive 619-161-06-00 1156 Tobias Drive 619-163-10-00 1158 Tobias Drive 619-163-09-00 1160 Tobias Drive 619-163-08-00 1168 Tobias Drive 619-163-01-00 1174 Tobias Drive 619-163-02-00 1178 Tobias Drive 619-163-03-00 1184 Tobias Drive 619-163-04-00 1188 Tobias Drive 619-163-05-00 1192 Tobias Drive 619-163-06-00 1198 Tobias Drive 619-163-07-00 3 7-11 ~~e The improvements include reconstruction of the asphaltic concrete street, construction of monolithic curb, gutter and sidewalk, and miscellaneous associated drainage facilities. The sidewalk will be five feet wide. Where driveways are located, a driveway apron will be constructed to provide a transition between the street, the sidewalk and the driveways. Several properties have fences or walls within the City's right-of-way, which will need to be relocated or reconstructed to construct the street improvements. The total construction cost for the project is estimated to be $650,000.00. This estimate is based on the preliminary design and an additional 15 percent contingency amount (approximately $97,500.00) has been added to this figure to cover any unforeseen factors. City staff costs for design, inspection and associated soil testing are estimated to be an additional $263,600.00. The total project cost, which includes construction and staff costs, is estimated to be $1,011,100.00. Method of Apportionment The City of Chula Vista has offered the Castle Park area property owners an incentive to form an Assessment District for the installation of street improvements. The City would pay for replacement of existing improvements and City staff costs related to planning, design, surveying and construction inspection. Property owners would be required to pay for the driveway aprons and the relocation of private improvements within the City right- of-way. The property owners' responsibility has a total estimated cost of$210,170.00. Costs must be apportioned to each property based on the area of the driveway aprons along the property's frontage and any private improvement relocation within the City's right-of-way. The cost breakdown in this Engineer's Report will be reviewed after the project has been constructed. At that time, all quantities and costs will be known. The assessment for each individual property cannot be increased without another ballot process. 4 7-12 .~>" ...."""'~-= The breakdown of construction costs among the thirty-nine properties within the district is shown below. For each property, the square footage of driveway apron was individually calculated. The calculation was broken into two parts: the actual driveway and the wing area on each side of the driveway, which provides a transition between the dri d th 'd 1k veway an e SI ewa Address Parcel Number PreliminarY Assessment 1101 Tobias Drive 619-162-01-00 $4,680.00 1109 Tobias Drive 619-162-02-00 $7,180.00 1115 Tobias Drive 619-162-03-00 $4,770.00 1119 Tobias Drive 619-162-04-00 $5,960.00 1123 Tobias Drive 619-162-05-00 $6,900.00 1129-31 Tobias Drive 619-162-06-00 $6,990.00 1133 Tobias Drive 619-162-07-00 $4,710.00 1139 Tobias Drive 619-162-08-00 $5,440.00 1143-45 Tobias Drive 619-162-09-00 $4,630.00 1149 Tobias Drive 619-162-10-00 $4,900.00 1155 Tobias Drive 619-163-11-00 $6,760.00 1159 Tobias Drive 619-163-12-00 $4,500.00 1163 Tobias Drive 619-163-13-00 $4,360.00 1169 Tobias Drive 619-163-14-00 $5,120.00 1175 Tobias Drive 619-163-15-00 $4,110.00 1179 Tobias Drive 619-163-16-00 $4,360.00 1183 Tobias Drive 619-163-17-00 $4,360.00 1187 Tobias Drive 619-163-18-00 $5,320.00 1191 Tobias Drive 619-163-19-00 $4,360.00 1102 Tobias Drive 619-152-14-00 $9,030.00 1108 Tobias Drive 619-152-13-00 $7,170.00 1114 Tobias Drive 619-152-12-00 $4,630.00 1118 Tobias Drive 619-152-11-00 $7,030.00 1124 Tobias Drive 619-161-01-00 $5,170.00 1128-30 Tobias Drive 619-161-02-00 $4,900.00 1134 Tobias Drive 619-161-03-00 $5,170.00 1138 Tobias Drive 619-161-04-00 $6,440.00 1144 Tobias Drive 619-161-05-00 $5,170.00 1148 Tobias Drive 619-161-06-00 $4,360.00 1156 Tobias Drive 619-163-10-00 $4,900.00 1158 Tobias Drive 619-163-09-00 $4,360.00 1160 Tobias Drive 619-163-08-00 $5,040.00 1168 Tobias Drive 619-163-01-00 $7,180.00 1174 Tobias Drive 619-163-02-00 $4,380.00 1178 Tobias Drive 619-163-03-00 $4,360.00 1184 Tobias Drive 619-163-04-00 $4,360.00 1188 Tobias Drive 619-163-05-00 $5,040.00 1192 Tobias Drive 619-163-06-00 $7,030.00 1198 Tobias Drive 619-163-07-00 $5,040.00 TOTAL $210.170.00 5 7-13 :it:~~ ~Iai I IftUI~ GIDIIII7 5~ ~~ l!lj!: 5!c:i ~I 6~ J,Z ~ ::~ "'0 ~ s~ is :gc ~i! II ~15 < i5~1O! l!5"" iES; j!:~ Z ~eg 8 g=- o:: l!l e .jg'" ~~g ..25 ~ ~~~ ~~ i!il!5 l!5 g;!I O~U l!5~j!: j!: ~f ~ " ;/. IO::~ ?c ~ ,.<~ tO~~ Cl!5 i ~U I~~ oU) "l!5 !lJ5l!5 0-< "l!5! I~I NO~ j!: ; I~ s (f) ~- w~ 0 ct:()zt3 < W- e- e zo::~z ;:)~~< I i~ I gU) (f) eCSO~ w 0:: ~ m~ ; ~~o...~ i Ii ~ ~Z~~ l!! i O::W-O a.. u ~~. c~ I . (/) () ~ ~ . a, . <( (/) <( (f) ~ I:Z W :> (/) rr> :5 (/) ~ ;:) <(0)[5 ~u... GIO!5i j!:~ 0 li1~S;~ 1;; "'" ~ . ~ lilj!:l~ l!5 u ~ " . ~l!5 im;~; ;! j!:?c S; .. ~:ih ,. "c ,. ~ ~ I :s ::l <r ~l!5 is l!5 is ~ ~i~ad l!5 l:l~ l!5 5 Ss; j!: ~~!!~...l~ " ~ ~,. ~ '22111~ snNN ~hl!5::i j!: ;i 5 " l!5 7-14 DRAFT RESOLUTION NO. 2005- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CllliLA VISTA, CALIFORNIA, ACCEPTING A PETITION REQUESTING THE FORMATION OF AN ASSESSMENT DISTRICT FOR TOBIAS DRIVE (NAPLES TO OXFORD STREET) FOR THE PURPOSE OF FINANCING THE CONSTRUCTION OF STREET IMPROVEMENTS WHEREAS, the CITY COUNCIL of the CITY OF CHULA VISTA, CALIFORNIA, has been presented and has received a petition from certain property owners requesting the installation of certain sidewalk improvements, together with appurtenances and appurtenant work in connection therewith, such improvements to be installed pl./fsuant to the provisions and authority of the "Municipal Improvement Act of1913," being Division 12 of the Streets and Highways Code of the State of California and City Council Ordinance No. 2952; and WHEREAS, such petition requests that such improvements be financed through the formation of an assessment district, such assessment district to be known and designated as ASSESSMENT DISTRICT NO. 2005-1 (TOBIAS DRIVE) (the "Assessment District"). NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS: SECTION 1. The above recitals are all true and correct. SECTION 2. It is hereby found that: A. Such petition has been signed by the owners owning land constituting more than sixty percent (60%) of (i) the front footage ofthe unimproved portion of the block requested by such owners to be improved and (ii) all assessable land proposed to be included within the boundaries of the Assessment District. B. Such petition meets all of the requirements of the "Special Assessment Investigation, Limitation and Majority Protest Act of 1931," being Division 4 of the Streets and Highways Code of the State of California. C. The property owners have waived the sixty (60) day period within which such owners are required to construct the sidewalk improvements. SECTION 3. No further proceedings or limitations under the Investigations Act shall be applicable to these proceedings. SECTION 4. This petition shall be as a part of the record ofthese proceedings and shall be open to public inspection as required by law. 7-15 Presented by Jack Griffin Director of General Services Approved as to form by ~ ~-2~Lf~) t~ t~~;::ey 7-16 D~,:AFT [,QAFT RESOLUTION NO. 2005-_ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA, CALIFORNIA, ADOPTING A MAP SHOWING THE PROPOSED BOUNDARIES FOR ASSESSMENT DISTRICT NO. 2005-1 (TOBIAS DRIVE) WHEREAS, the CITY COUNCIL of the CITY OF CHULA VISTA, CALIFORNIA, has been presented and has received a map showing and describing the boundaries of the area proposed to be assessed in an assessment district under the provisions and authority of the "Municipal Improvement Act of 1913," being Division 12 of the Streets and Highways Code of the State of California and City Council Ordinance No. 2952; said assessment district known and designated as ASSESSMENT DISTRICT NO. 2005-1 (Tobias Drive) (the "Assessment District"). NOW, THEREFORE, BE 1T RESOLVED AS FOLLOWS: SECTION 1. The above recitals are all true and correct. SECTION 2. A map showing the boundaries of the proposed Assessment District and lands and property to be assessed to pay the costs and expenses of the proposed acquisition of certain public improvements designated as "PROPOSED BOUNDARIES OF ASSESSMENT DISTRICT NO. 2005-1 (TOBIAS DRIVE)" is hereby submitted, and the same is hereby approved and adopted. SECTION 3. The original map of the boundaries of the proposed Assessment District and one copy thereof is to be filed in the Office of the City Clerk. SECTION 4. A certificate shall be endorsed on the original and on at least one copy of the map of the Assessment District, evidencing the date and adoption of this Resolution, and within fifteen (15) days after the adoption of the Resolution fixing the a time and place of hearing on the formation or extent of the Assessment District, a copy of such map shall be filed with the correct and proper endorsements thereon with the County Recorder, all in the manner and form provided in Section 3111 of the Streets and Highways Code ofthe State of California. Presented by Approved as to form by Jack Griffin Director of General Services oore City Attorney 7-17 DRAFT RESOLUTION NO. 2005-_ RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA, CALIFORNIA DECLARING ITS INTENT TO FORM ASSESSMENT DISTRICT NO. 2005-1 (TOBIAS DRIVE) AND TO ORDER IMPROVEMENTS WITHIN THAT DISTRICT; APPROVING THE PRELIMINARY ASSESSMENT ENGINEER'S REPORT; SETTING THE TIME AND PLACE FOR PUBLIC HEARINGS; AND ORDERING THE INITIATION OF BALLOT PROCEDURES WHEREAS, the CITY COUNCIL of the CITY OF CHULA VISTA (the "City"), CALIFORNIA, has been presented with and has received a petition from certain property owners requesting the installation of certain sidewalk improvements, together with appurtenances and appurtenant work in connection therewith, such improvements to be installed pursuant to the provisions and authority of the "Municipal Improvement Act of 1913" (being Division 12 of the California Streets and Highways Code) and City Council Ordinance No. 2952; and WHEREAS, the City Council, acting in response to such petition, desires to initiate proceedings to order the installation of the requested improvements; and WHEREAS, the City Council, acting in response to such petition, also desires to initiate proceedings to form an assessment district to pay for the project pursuant to the provisions of the Streets and Highway Code, Article XIIID of the Constitution of the State of California ("Article XIIID") and the "Proposition 218 Omnibus Implementation Act" (Government Code Section 53750 and following - the "Implementation Act") (the Municipal Improvement Act of 1913, Article XIIID and the Implementation Act may be referred to collectively herein as the "Assessment Law"); and WHEREAS, the assessment district shall be known and designated as Assessment District No. 2005-1 (Tobias Drive) (the "Assessment District"); and WHEREAS, there has been prepared and filed with this legislative body a report (the "Report") of the City Engineer, acting as the Assessment Engineer, pertaining to the proposed Assessment District as provided for in and required by the Assessment Law and the Report has been presented to this legislative body for its consideration. NOW, THEREFORE, BE IT RESOLVED AS FOLLOWS: SECTION 1. Recitals. The above recitals are all true and correct. SECTION 2. Assessment District. The public interest and convenience requires, and this City Council hereby declares its intent to form an assessment district to pay for the public improvements described in Section 3, below, and as further described in the Report. To the extent surplus funds exist after completion of the improvements and payment of all claims from 7-18 ~*ih [ 1:'( AFT the improvement fund, the City shall distribute those funds in accordance with Section 10427 of the Municipal Improvement Act of 1913. SECTION 3. Description of Improvements. The public interest and convenience requires, and this City Council hereby declares its intent to order the construction of the following public improvements: Curb, gutter, sidewalk and street improvements along both sides of Tobias Drive from Naples Street to Oxford Street. More specifically, property owners shall (only) be required to pay for driveway aprons and the relocation of private improvements in the City's right-of-way. SECTION 4. Plans and Specifications. All of the above mentioned improvements shall be generally constructed at the grades, along the lines, between the points, and at the places and in the manner as shown on the plans and specifications for such improvements designated by the name and number of the Assessment District which are on file in the office of the Director of Public Works. For all particulars as to the alignment of the improvements and a full and detailed description of such improvements, reference is hereby made to such plans and specifications. SECTION 5. Area of Special Benefit. The improvements, in the opinion of this City Council, will be of special benefit to the abutting and fronting properties and, subject to support by the owners of the properties proposed to be assessed of the levy of such assessments pursuant to the assessment ballot procedures described below, this City Council hereby makes the expenses of such improvements assessable upon the properties within the proposed boundaries of the Assessment District. For a general description of the Assessment District and area of special benefit, reference is made to the map of the boundaries of the Assessment District identified as "PROPOSED BOUNDARIES OF ASSESSMENT DISTRICT NO. 2005-1 (TOBIAS DRNE)". A copy of such map is on file in the office of the Director of Public Works and open to public inspection during normal office hours of such department. SECTION 6. Construction of the Improvements. This City Council finds that the owners of the properties within the proposed boundaries of the Assessment District have, pursuant to Streets and Highways Code Section 5879, waived the sixty (60) day period within which such owners may construct such improvements. Therefore, the City Council hereby orders the Superintendent of Streets to cause the construction of the improvements. Such order shall be subject to the condition precedent that the owners of the properties proposed to be assessed for the costs of such construction support, through the assessment ballot proceedings, the levy of such assessments. SECTION 7. Authoritv for Construction. All of the construction proposed shall be done and carried through and financed pursuant to the applicable provisions of the Municipal Improvement Act of 1913 and City Council Ordinance No. 2952. SECTION 8. Approval of the Report. The Report referred to herein above is adopted, passed upon, and preliminarily approved, and contains the following: 7-19 ~~~1~ L'RAFT A. The plans and specifications for the improvements proposed to be constructed; B. The Assessment Engineer's estimate of the itemized and total costs and expenses of the construction of the improvements and of the incidental expenses in connection therewith contained in the Report including that portion of such costs and expenses representing the special benefit to be conferred by such improvements on those parcels within the Assessment District; C. The diagram showing the Assessment District and the boundaries and dimensions of the respective subdivisions of land within such Assessment District, as the same existed at the time of the passage of this resolution, each of which subdivisions have been given a separate number upon such diagram, as contained in the Report; D. The proposed assessment upon the several subdivisions of land in the Assessment District, in proportion to the estimated special benefits to be conferred on such subdivisions, respectively, by the improvements to be constructed, and of the incidental expenses thereof, as contained in the Report; and E. A description of the improvements to be constructed. The Report shall stand as the Report of the Assessment Engineer for the purpose of all subsequent proceedings had pursuant to the Assessment Law. SECTION 9. Notice of Public Hearing. Notice is hereby given that a public hearing to consider protests to the proposed assessments is hereby scheduled to be held at the City Council meeting room of the City of Chula Vista located at 276 Fourth Avenue, Chula Vista, California on September 13, 2005 at 6:00 p.m. As such public hearing, the City Council will hear and pass upon objections or protests, if any, which may be raised orally or in writing by any property owner or any other interested person. In addition, pursuant to the provisions of the Assessment Law, each record owner of property proposed to be assessed has the right to submit an assessment ballot in favor of or in opposition to the proposed assessment. Assessment ballots will be mailed to the record owner of each parcel located within the Assessment District and subject to a proposed assessment. Each such owner may complete such assessment ballot and thereby indicate their support for or opposition to the proposed assessment. All such assessment ballots must be received by the City Clerk at the following address at or before the time set for the close of the public hearing: City Clerk, City ofChula Vista 276 Fourth Avenue Chula Vista, California 91910 7-20 ~..I(~ .....~ lR ,J ~ AFT An assessment ballot received after the close of the public hearing will not be tabulated even though the postmark on the envelope transmitting the assessment ballot is dated on or before the date of the public hearing. At the conclusion of the public hearing, the City Council shall cause the final tabulation of the assessment ballots timely received. If a majority protest exists, the City Council shall not impose an assessment within the Assessment District. A majority protest exists if, upon the conclusion of the public hearing, assessment ballots submitted in opposition to the assessments within the Assessment District exceed the assessment ballots submitted in favor of such assessments. In tabulating the assessment ballots, the assessment ballots shall be weighted according to the proportional financial obligation of the affected property. SECTION 10. Order to Provide Notice. The City Clerk is hereby directed to mail or cause to be mailed notice of the public hearing and the adoption of this and of the filing of the Report, together with the assessment ballot materials, to the record owner of all real property proposed to be assessed. Presented by Jack Griffin Director of General Services 7-21 COUNCIL AGENDA STATEMENT Item J' Meeting Date: 7/19/05 ITEM TITLE: Resolution Accepting bids and awarding contract for the "Castle Park Elementary Sidewalk Improvements, South Side of Naples Street from Alpine Avenue to 200' East of Tobias Drive, East Side of Tobias Drive from North of Orlando Court to Gentry Way in the City of Chula Vista, California (STL-287)" Project. SUBMITTED BY: Director of General Services @....- REVIEWED BY: City Manager A!jd (4/Sths Vote: Yes_N~ On June 29, 2005, the Director of General Services received sealed bids for the "Castle Park Elementary Sidewalk Improvements, South Side of Naples Street from Alpine Avenue to 200' East of Tobias Drive, East Side of Tobias Drive from North of Orlando Court to Gentry Way in the City of Chula Vista, California (STL-287)" Project. The work to be done consists of the sidewalk improvements and related street light work on "South Side of Naples Street from Alpine Avenue to 200' East of Tobias Drive, East Side of Tobias Drive from North of Orlando Court to Gentry Way in the City of Chula Vista. The work also includes all labor, material, equipment, transportation, protection and restoration of existing improvements and traffic control necessary for the proj ect as shown on the drawings. RECOMMENDATION: That Council adopt a resolution accepting bids and awarding a $464,910.00 contract for the construction of the "Castle Park Elementary Sidewalk Improvements, South Side of Naples Street from Alpine Avenue to 200' East of Tobias Drive, East Side of Tobias Drive from North of Orlando Court to Gentry Way project (STL-287) to Tri- Group Construction and Development Inc. of Po way, California. BOARDS/COMMISSIONS RECOMMENDATION: Not applicable. DISCUSSION: The installation of the improvements was required to provide adequate pedestrian circulation and serve the school children in the vicinity of Castle Park Elementary School. The project will also construct the missing curb, gutter, sidewalk and driveways on the south side of Naples Street between Alpine Avenue and Tobias Drive. The general scope of the project involves the excavation and grading, removal and disposal of existing improvements, installation of AC pavement, crushed aggregate base, curb, gutter, sidewalk, driveways, pedestrian ramps, cold planing, saw cutting, cross gutter, street lighting, pavement striping and marking. 8-1 Page 2, Item 8 Meeting Date: 7/19/05 The work also includes all labor, materials, equipment, transportation, protection of existing improvements and traffic control necessary for the project and other work necessary to perform the new improvements complete and workable. o n June 29, 2005, Design Staff received and opened bids from three contractors for the construction phase: CONTRACTOR Bm AMOUNT 1. Tri-Group Construction & Development Inc., Poway, California $464,910.00 2. Heffler Company, Inc., National City, California $470,456.42 3. Hammer Construction & Development Co., Chu1a Vista, $499,890.00 California The low bid by Tri-Group Construction & Development Inc., is $67,825.50 (12.73%) below the Engineer's estimate of $532,735.50. The Engineer's estimate was based on average prices for similar types of work completed during the last three years. Staff has reviewed the low bid and recommends awarding a $464,910.00 contract to Tri-Group Construction & Development Inc. of Poway, California. Design staff has verified the references provided by the contractor and has found their work to be satisfactory. Tri-Group Construction & Development Inc. has also completed several ClP projects for the City with satisfactory results. The Contractor's License No. 792159 is current and active. Disclosure Statement Attached is a copy of the contractor's Disclosure Statement as Attachment A. Environmental Status The Environmental Review Coordinator has reviewed the proposed project for compliance with the California Environmental Quality Act and has determined that the proj ect qualifies for a Class 3 categorical exemption pursuant to Section 15303 of the State CEQA Guidelines. Thus, no further environmental review is necessary. Wage Statement Contractors bidding on this project were not required to pay prevailing wages to persons employed by them for work under this project. No special minority or women owned business requirements were necessary as part of the bid documents. However, the "Notice to Contractors" was sent to various trade publications in order to encourage disadvantaged businesses to bid on the project. 8-2 '::;l Page 3, Item-' Meeting Date: 7/19/05 Fiscal Impact FUNDS REQUIRED FOR CONSTRUCTION A. Construction Contract Award Amount (Tri-Group Construction and $464,910.00 Development Inc.) B. Sweetwater Authority (City Share of Water Facilities Relocation $8,850.00 Costs) C. Contingencies (approximately 15% of construction costs) $70,000.00 D. City Staff Costs (Environmental, Design, Survey, and Inspection) $108,236.00 TOTAL FUNDS REQUIRED FOR CONSTRUCTION $651,996.00 FUNDS AVAILABLE FOR CONSTRUCTION A. Gas Tax Funds $378,945.00 B. Transnet Funds $150,000.00 C. STIP Funds 35,151.00 D. TDA Funds 88,300.00 TOTAL FUNDS AVAILABLE FOR CONSTRUCTION $651,996.00 The Castle Park Sidewalk Improvements project was advertised and bid as a non-prevailing wage construction project. There is no fiscal impact to the general fund. Attachments: A - Contractor's Disclosure Statement M:IGeneral ServiceslGS AdrninistrationlCouncil AgendaISTL-287ISTL287-AI13CM.Final.doc 8-3 ATTACHMENT A City of Chula Vista Disclosure Statement Pursuant to Council Policy.IOI-OI, prior to any action upon matters that will require discretionary action by the Council, Planning Commission and all other official bodies of the City, a statement of disclosure of certain ownership or financial interests, payments, or campaign contributions for a City of Chula Vista election must be filed. The following information must be disclosed: I. List the names of all persons having a financial interest in the property that is the subject of the application or the contract, e.g., owner, applicant, contractor, subcontractor, material supplier. '. ,\ t'-\<>~~ 2. If any person* identified pursuant to (I) above is a corporation or partnership, list the names of all individuals with a $2000 investment in the business (corporation/partnership) entity. t-'o/b. 3. If any person* identified pursuant to (I) above is a non-profit organization or trust, list the names of any person serving as director of the non-profit organization or as trustee or beneficiary or trustor of the trust. ...J/o. 4. Please identify every person, including any agents, employees, consultants, or independent contractors you have assigned to represent you before the City in this matter. '\4-1=>,l-\r j"<-ssr S&,t."':: c....{' r;ul. ~..~ I ! ~~, \).e...,-;- I 5. Has any person' associated with this contract had any financial dealings with an official** of the City ofChula Vista as it relates to this contract within the past 12 months? Yes_ No~ 16 M :\EnginecrlD ESI GN'STL287\STL287 -CONTRACf.doc 8 - 4 If Yes. briefly describe the nature of the financial interest the official** may have in this contract. 6. Have you made a contribution of more than $250 within the past twelve (12) months to a current member of the Chula Vista City Council?];;!g JL'Yes _ If yes, which Council member? 7. Have you provided more than $340 (or an item of equivalent value) to an official" of the City of Chula Vista in the past twelve (12) months? (This includes being a source of income, money to retire a legal debt, gift, loan, etc.) Yes _ No l./""' If Yes, which official" and what was the nature of item provided? Date: b _ 2-1- o~ ~ Signature of Contractor/Applicant ~ f'l1'-i'::;:- ~"-:C s:==-,..... .;= ~. , ~-::I: - 6t>-o-P c.or"'~" Oc-r, ,,..) "- Print or type name of Contractor/Applicant , Person is defined as: any individual, firm, co-partnership, joint venture, association, social club, fraternal organization, corporation, estate, trust, receiver, syndicate, any other county, city, municipality, district, or other political subdivision, -or any other group or combination acting as a unit. " Official includes, but is not limited to: Mayor, Council member, Planning Commissioner, Member ofa board, commission, or committee of the City, employee, or staff members. 17 M :\Engineer\DESI GNISTL2871STL287 -CONTRACT.doc 8 - 5 DRAFT RESOLUTION NO. 2005- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING BIDS AND AWARDING CONTRACT FOR THE "CASTLE PARK ELEMENTARY SIDEWALK IMPROVEMENTS, SOUTH SIDE OF NAPLES STREET FROM ALPINE A VENUE TO 200' EAST OF TOBIAS DRIVE, EAST SIDE OF TOBIAS DRIVE FROM NORTH OF ORLANDO COURT TO GENTRY WAY IN THE CITY OF CHULA VISTA, CALIFORNIA (STL-287)" PROJECT WHEREAS, on June 29, 2005, the Director of General Services received sealed bids for the "Castle Park Elementary Sidewalk Improvements, South Side of Naples Street from Alpine Avenue to 200' East of Tobias Drive, East Side of Tobias Drive from North of Orlando Court to Gentry Way in the City of Chula Vista, California (STL-287)" Project WHEREAS, the installation of the improvements was required to provide adequate pedestrian circulation and serve the school children in the vicinity of Castle Park Elementary School. The project will also construct the missing curb, gutter, sidewalk and driveways on the south side of Naples Street between Alpine Avenue and Tobias Drive; and WHEREAS, on June 29, 2005, Design Staff received and opened bids from three contractors for the construction phase indicating: CONTRACTOR BID AMOUNT 1. Tri-Group Construction & Development Inc., Poway, California $464,910.00 2. Heffler Company, Inc., National City, California $470,456.42 3. Hammer Construction & Development Co., Chula Vista, California $499,890.00 WHEREAS, the low bid by Tri-Group Construction & Development Inc., is $67,825.50 (12.73%) below the Engineer's estimate of $532,735.50. The Engineer's estimate was based on average prices for similar types of work completed during the last three years. Staff has reviewed the low bid and recommends awarding a $464,91 0.00 contract to Tri-Group Construction & Development Inc. of Po way, California; and WHEREAS, Design staff has verified the references provided by the contractor and has found their work to be satisfactory. Tri-Group Construction & Development Inc. has also completed several CIP projects for the City with satisfactory results. The Contractor's License No. 792159 is current and active; and WHEREAS, the Environmental Review Coordinator has reviewed the proposed project for compliance with the California Environmental Quality Act and has determined that the project qualifies for a Class 3 categorical exemption pursuant to Section 15303 of the State CEQA Guidelines. Thus, no further environmental review is necessary; and 1 8-6 DRAFT WHEREAS, Contractors bidding on this proj ect were not required to pay prevailing wages to persons employed by them for work under this project. No special minority or women owned business requirements were necessary as part of the bid documents. However, the "Notice to Contractors" was sent to various trade publications in order to encourage disadvantaged businesses to bid on the project; and NOW, THEREFORE, BE IT RESOLVED the City Council of the CityofChula Vista does hereby accept bids and award contract for the "Castle Park Elementary Sidewalk Improvements, South Side of Naples Street from Alpine Avenue to 200' East of Tobias Drive, East Side of Tobias Drive from North of Orlando Court to Gentry Way in the City ofChula Vista, California (STL-287)" Project to Tri-Group Construction & Development Inc in the amount of $464,910. Presented by Approved as to form by Jack Griffin Director of General Services J:Attomey/Reso/Bids/Sidewalk Improvement bid Castle Park 7 1905 2 8-7 COUNCIL AGENDA STATEMENT ItemV1 Meeting Date 7/19/05 ITEM TITLE: Resolution Accepting bids and awarding two tree-trimming contracts totaling $173,348.26 to provide Tree Trimming Services and authorizing the Purchasing Agent to renew the agreements for five (5) additional, one (I) year option periods SUBMITTED BY: Director of Public Works Operat~ Director ofFinaIi~ REVIEWED BY: City Manag@ (4/5 Vote: Yes_ No-X-J Bids for Multi-Year Tree Trimming Service opened on June 9, 2005. Thirteen (13) Requests for Bid packets were mailed out; two (2) were sent to local contractors. The bid was also advertised in the Chula Vista Star News, San Diego Union Tribune, and on the City's Website. Representatives from nine (9) companies attended a mandatory pre-bid conference held on May 27,2005. Three (3) contractors submitted bids; none of them were from Chula Vista. Staff recommends that two bidders, TruGreen Landcare and West Coast Arborists, Inc., be awarded the contracts. RECOMMENDATION: That Council accept the bids and award two tree-trimming contracts totaling $173,348.26 to TruGreen Landcare ($123,906.28) and West Coast Arborists, Inc. ($49,441.98) to provide Tree Trimming Services and authorizing the Purchasing Agent to renew the agreements for five (5) additional, one (I) year option periods. BOARDS/COMMISSIONS RECOMMENDATION: N/A DISCUSSION: The Purchasing Agent bid the contract so that the contract could be awarded by item, groups of items, or as a lot, whichever was in the best interest of the City. Each bid was evaluated based on current fiscal year requirements to determine which contractor was the lowest bidder. Original bid submittals are available in the Purchasing Agent's office. Grouping oflike items reduces the number oftimes a crew must enter and drive around a given park to provide tree-trimming services. Multiple contractors working on like items within the same areas of a park will necessitate multiple entries, which would require unnecessary repeated coordination with the Park Maintenance Section to insure that irrigation is turned off well in advance. Multiple entries will also increase the inconvenience to the patrons of the park, the likelihood of damage to the irrigation systems and turf, and the normal maintenance cycle of the park. Therefore, these tree- types were grouped together to determine which contractor was the lowest bidder. 9-1 Page 2, Item <=1 Meeting Date 7/19755 The following tables list the contract amoWlt bid by the low bidder for certain grouped items. Table 1 Summary of TruGreen Landcare's Bid BID BID ITEM DESCRIPTION AMOUNT 1. Oueen (CocoS) Palms $ 14,461.28 2. Fan Palms $ 22,171.50 3. Phoenix Dactvlifera $ 1,827.50 4. Phoenix Canariensis $ 13,674.00 5. Broadleaf Trees $ 63,516.50 9. Pine Trees $ 8,255.50 CONTRACT TOTAL $123 906.28 Table 2 Summary of West Coast Arborists, Inc.'s Bid BID ITEM 6. 7. 8. Subtotal 2 % discount for earl ent CONTRACT TOTAL The total cost of all items is $173,348.26. A total of$179,700 is available in the current fiscal year (FY06) Public Works Operations' Budget for tree trimming services. To ensure contract compliance, a 100% performance and payment bond is required. Staff recommends that two bidders, TruGreen Landcare and West Coast Arborists, Inc., be awarded the contracts. Pricing is firm for the initial term of the agreement, which is through JWle 30, 2006. Thereafter, the agreement may be extended by mutual consent for five (5) additional, one-year option periods. The maximum allowable price increase for each option period is 5%. ENVIRONMENTAL STATUS The Environmental Review Coordinator has reviewed the proposed proj ect for compliance with the California Environmental Quality Act and has determined that the project qualifies for a Class 1 categorical exemption pursuant to Section 15301 of the State CEQA Guidelines. Thus, no further environmental review is necessary. 9-2 Page 3, Item I Meeting Date 7/19705 F1SCAL IMPACT: The total cost for current fiscal year requirements for tree trimming services is $173,348.26. A total of$179,700 is available in the Public Works Operations' Budget for tree trimming services. There is no direct fiscal impact from approving this resolution in that funds expended for subsequent fiscal years will have been approved through the normal budget or appropriation process. Purchase orders will be issued as authorized departmental requests are received. File No. 0940-20-AI C:\Documents and Settings\robertb\My Docurnents\Bob\A113 Tree Trimming Contract 06.doc 9-3 DRAFT RESOLUTION NO. 2005- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA ACCEPTING BIDS AND AWARDING TWO TREE-TRTh1MING CONTRACTS TOTALING $173,348.26 TO PROVIDE TREE TRIMMING SERVICES AND AUTHORIZING THE PURCHASING AGENT TO RENEW AGREEMENTS FOR FIVE (5) ADDITIONAL, ONE (1) YEAR OPTION PERIODS WHEREAS, bids for a multi-year trimming service opened on June 9, 2005. Thirteen (13) requests for bid packets were mailed out; two (2) to local contractors; and WHEREAS, representatives from nine (9) companies attended a mandatory pre-bid conference held on May 27,2005; and WHEREAS, staff recommends that two bidders, TruGreen Landcare and West Coast Arborists, Inc., be awarded the contracts; and Table I Summary of TruGreen Landcare's Bid BID BID ITEM DESCRIPTION AMOUNT 1. nueen (Cocos' Palms $ 14461.28 2. Fan Palms $ .22 171.50 3. Phoenix Dactvlifera $ 1 827.50 4. Phoenix Canariensis $ 13 674.00 5. Broadleaf Trees $ 63516.50 9. Pine Trees $ 8255.50 CONTRACT TOTAL '10123 906.28 Table 2 Summary of West Coast Arborists, Inc.'s Bid BID ITEM 6. 7. 8. DESCRIPTION Lar e Eucal tus Medium Eucal tus Small Eucal tus Subtotal 2% discount for earl a ent CONTRACT TOTAL WHEREAS the Purchasing Agent bid the contract so that the contract could be awarded by item, groups of items, or as a lot, whichever was in the best interest of the City. Each bid was evaluated based on current fiscal year requirements to determine which contractor was the lowest bidder; and 9-4 DRAFT WHEREAS, total cost of all items is $173,348.26. A total of $179,700 is available in the current fiscal year (FY06) Public Works Operations' Budget for tree trimming services. To ensure contract compliance, a 100% performance and payment bond is required. Staff recommends that two bidders, TruGreen Landcare and West Coast Arborists, Inc., be awarded the contracts; and WHEREAS, the Environmental Review Coordinator has reviewed the proposed project for compliance with the California Environmental Quality Act and has determined that the project qualifies for a Class 1 categorical exemption pursuant to Section 15301 of the State CEQA Guidelines. Thus, no further environmental review is necessary; and NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula Vista does hereby accept bids and awarding two tree-trimming contracts totaling $173,348.26 to provide Tree Trimming Services and authorizing the Purchasing Agent to renew the agreements for five (5) additional, one (1) year option periods. BE IT FURTHER RESOLVED that the Purchasing Agent is hereby authorized and directed to execute said Purchasing Agreement for and on behalf of the City of Chula Vista. Presented by Approved as to form by 77 M. k~/'&L- ~: Ann Moore I City Attorney Dave Byers Director of Public Works Operations J :\attorney\reso\tree trimming 2005 7 26 05 9-5 ~~o_ COUNCIL AGENDA STATEMENT Item Meeting Date }o 7/19/05 ITEM TITLE: Public hearing to consider the proposed restructuring of the Sewer Service Rates. Ordinance amending Chula Vista Municipal Code Section 3.18.010 to establish a new amount for the sewerage facilities replacement component of the sewer service charge and allowing the City Council to establish such amounts in the future by Council resolution Resolution amending the Master Fee Schedule by adjusting and increasing sewer service charges for each of the next five years and approving the transfer of funds from the Trunk Sewer Capital Reserve Fund to the Sewer Service Revenue Fund SUBMITTED BY: City Engineer SI><:- City Manager @ REVIEWED BY: (4/5ths Vote: Yes _X_ No _ ) BACKGROUND: The Sewer Service Charge is paid by all users who are connected to the City's wastewater collection system. Revenues derived from this fee are used to fund the cost of wastewater treatment, system maintenance and operation. On July 22, 2003, the City Council approved a new sewer service rate structure and a four-year rate plan for Fiscal Year 2003/04 through Fiscal Year 2006/07. The new rate structure primarily changed the billing method for single-family residential users from a flat-fee structure to a consumption-based structure utilizing the customers.' winter water usage "winter average" as the basis of the rate. Upon adoption of the new rate structure, there were early indications that the adopted rate structure was not meeting the revenue objective at that time. Based on the findings of a follow-up study, it was determined that over the long term, the existing rates would not generate the revenues needed to meet the obligations of the fund, therefore the rates needed to be adjusted and in some cases increased. Consequently, on May 17, 2005, the City Council approved Resolution 2005-161 declaring its intention to increase sewer service charges and set a Public Hearing for July 12,2005 to consider the Issue. 10-1 ~ Page 2, Item { 0 Meeting Date 7/19/05 Furthermore, to streamline the adjustment of the Sewer Service Charge, staff is recommending that the Sewer Facility Replacement Fee, a component of the Sewer Service Charge, which was established through an Ordinance be revised to be adjustable by Resolution. RECOMMENDATION: That City Council: 1. Amend Chula Vista Municipal Code Section 3.18.010 to establish a new amount for the sewerage facilities replacement component of the sewer service charge and allow the City Council to establish such amounts in the future by Council resolution. 2. Amending the Master Fee Schedule by adjusting and increasing sewer service charges for each of the next five years based on the study prepared by Camp Dresser & McKee Inc. and approving the transfer of funds from the Trunk Sewer Capital Reserve Fund to the Sewer Service Revenue Fund. . BOARDS 1 COMMISSIONS RECOMMENDATION: Not applicable. DISCUSSION: Sewer Service Charl!:e Update On June 3, 2003, the City Council accepted the "Wastewater User And Rate Restructuring Study" prepared by Post, Buckley, Schuh & Jernigan, Inc. ("PBS&J"), and shortly afterwards on July 22, 2003, approved a new sewer service rate structure and a four-year rate plan for FY 2003/04 through FY2006/07. Upon the adoption of the new rate structure, some residents expressed concerns regarding the use of winter averaging as the basis of consumption-based billing. In addition, there were early indications that the adopted rate structure was not meeting the revenue objective at that time. Consequently, the City retained a new consultant (Black & Veatch) to prepare an update to the PBS&J Study to address the concerns of the. residents and to bring recommendations to Council for the resolution of these issues. Based on the findings of that study, it was determined that although the adopted rate structure was not generating the expected revenues, the City's planned expenditures, which formed the basis of the revenue requirement and the adopted rates, was also significantly reduced (albeit temporarily). Consequently, the City decided to implement an appeal process as a way of addressing the concerns of those residents who had an issue with the billing methodology. Furthermore, since the revenues and expenditures were mostly on par for that fiscal year, it was decided that the City would use the adopted rate plan for another year; however, staff was directed to prepare another update in fiscal year 2005. This year, with the re-structuring of Black & Veatch, the same project team moved to Camp Dresser & McKee Inc. (CDM). It is for that reason that CDM was retained to update the rates this year, since the project team already had thorough knowledge of the project history and issues. The primary goal of this year's update was to achieve the following objectives: 10-2 ~ P;ge 3, Item t (") Meeting Date 7/19/05 1. Re-evaluate the performance of the adopted rate plan and its ability to meet the revenue requirements. 2. Re-evaluate the cost allocation amongst the vanous user classes to ensure that it was proportional and equitable. 3. Re-evaluate the sewer-billing cap established for the billing of single-family residential customers. 4. Develop a financial plan, which returns the Sewer Service Revenue Fund to self-sufficiency, so that planned transfers from the Trunk Sewer Capital Reserve Funds would no longer be necessary. Since Trunk Sewer Funds are now needed in the near-term to fund the acquisition of additional treatment capacity rights. Findings and recommendations . Existing Rates It was determined that beyond this Fiscal Year, the existing rates would not generate the revenues needed to meet the obligations of the fund (i.e. for wastewater treatment and system operation and maintenance), therefore the rates needed to be adjusted and in some cases increased. A new rate plan (shown in Exhibit C) is being proposed. . Cost Allocation CDM developed a revenue plan, which includes refinements to the cost allocation amongst the various user classes based on strength and quantity of flow discharged. The attached Exhibit D shows the existing cost allocation and the proposed re-allocation. Adoption of CDM's recommendation will make the rate structure even more equitable. . Billable Flows - "Winter Usage Cap" A previous analysis of the City's sewer customer billing data indicated that the City's current approach of billing single-family residential customers based on the lowest two months of water usage during the winter period is a fair and equitable method. This method is the most fair and equitable approach and is used by a majority of large utilities in the United States. However, the analysis found that with a billing cap of 15 Hundred Cubic Feet (HCF) of water per month, which was set to avoid potentially charging high irrigation flows, wastewater flows to Metro exceeded billable flows. The result is that the City currently incurs cost to treat more flow than it bills. To remedy this discrepancy, a further analysis was conducted as part of this study and it is recommended that the billing cap be raised to 20 HCF per month. Since this past year was a very wet winter, the data used in the implementation of this cap, would particularly be applicable this year. The approval of this recommendation would generate an additional $617,000 annually. 10-3 ~~~ Page 4, Item \ 0 Meeting Date 7/19/05 . Trunk Sewer Capital Reserve Fund Transfers The Trunk Sewer Capital Reserve, which was established in 1985, is funded through the collection of "capacity fees" from new connections to the City's sewer collection system. The fee which was recently adjusted to $3,478/Equivalent Dwelling Unit (EDU), is a "buy-in" fee, which is charged to new users to use the collection system and the Metro capacity, which existing users have been funding since the City first entered into the agreement with Metro and acquired capacity rights. Revenue from this fee has averaged $6 million annually. The transfer of funds from the Trunk Sewer Capital Reserve Fund to the Sewer Service Revenue Fund is consistent with provisions of the Municipal Code that allow funds to be used for the construction or enlargement of sewer facilities to enhance or increase capacity. With the demands of population growth, sewer capacity requirements continually increase and are being addressed by the City of San Diego's ongoing expansion of the Metro system. To finance these new capital facilities, all system participants,' including Chula Vista, incur a portion of the debt service, which is included annually in Chula Vista's payment to San Diego Metro. However, since the City is now faced with the issue of acquiring additional treatment rights, the revenue plan, which analyzed the cash flow in the Trunk Sewer Capital Reserve Fund, determined that it was now necessary to stop the transfers so that the fund could accrue the necessary reserves that would be needed to make the purchase. This is a major component of the strategy currently being pursued by the City to acquire additional treatment capacity rights. This refinement of the adopted revenue plan will reduce the previously approved transfer amount for FY05/06 from $5.5 million to $4.3 million and end all future transfers. The approval of this recommendation will increase the Trunk Sewer Capital Reserve Fund balance by $7.7 million. Sewer Facility Reolacement Costs The sewer facilities replacement component of the sewer service fee was established to guarantee that funds would be available to pay for the annual cost of rehabilitation and/or replacement of structurally deficient sewer facilities. This goal is achieved through the implementation of a comprehensive sewer rehabilitation program. Sewer Rehabilitation Program The Sewer Rehabilitation Program is currently an annual $300,OOO/yr program, which involves the relining or replacement of aging pipelines within the City's wastewater collection system. This program has so far been driven by the information gathered through a limited video monitoring program. City crews using a special vehicle equipped with video cameras televise and evaluate the conditions of various lines within the collection system. Using data gathered through this process, a 10-4 -~ Page 5, Item ! 0 Meeting Date 7/19/05 priority list is developed of locations that need to be rehabilitated. Subsequently, these lines are improved as part of an annual Capital Improvement Project which the City funds every year. However, when the program was evaluated as part of the Wastewater Master Plan Update, the following findings and recommendations were made: 1. The City's current video monitoring program was deemed to be inadequate since the number of lines inspected was very limited. It was determined that the City needed to implement a broader Citywide Video Monitoring program to ensure that at a minimum 200,000 linear feet of sewer lines were videotaped annually. This will in turn help in identifying locations that need to be improved. This recommendation was approved by Council a few months ago, and since then the City has acquired another vehicle, and also begun the process of hiring additional staffto enhance the program. 2. The study also recommended that the annual rehabilitation budget be increased from $300,000 to $900,000 over the next 5-years. This level of funding is needed to ensure that the appropriate amount of rehabilitation is done. Because if the lines are not rehabilitated in a timely manner, they would then need to be completely replaced, which becomes a much more significant expense. 3. It was further determined that at the current level, the Sewer Facilities Replacement allocation, which funds these activities, would not generate the amount of revenue required to fund this new level of rehabilitation program, hence the need for fee adjustment. Cost Re-evaluation - Basis of Cost Allocation Based on the age of the existing sewer infrastructure and assumed useful life of 80 years, a 20-year CIP was developed. The CIP included estimated costs for replacement and rehabilitation of all pipes constructed before 1940. The CIP assumed that 20% of these older pipes will be replaced and the remaining 80% would be rehabilitated (see Exhibit A). The estimated 20-year cost for the replacement and rehabilitation program is approximately $41 million. Annual budgets included in the CIP for the initial 10-year period are $300,000 in year I, $500,000 in year 2, and approximately $900,000 for the remaining years in Phase I and Phase 2. For reference, the City has historically allocated approximately $300,000 per year for sewer rehabilitation and replacement projects. Cost Determination Using the projected CIP expenditures for the next 5-years, and the flow projections, the cost was allocated to each user class based on the projected amount of flow generated by that user class. The analysis is shown in greater detail in the attached Exhibit B. Since sewer facility replacement costs are collected as part of the monthly sewer service fee, a 5-year average was derived for easier implementation/integration. To summarize, it is recommended that the fee be amended as follows: for single-family residential users the fee will be increased from $0.70 to $1.97 monthly; and for multi- 10-5 ~ tr; Page 6, Item IV Meeting Date 7/19/05 family/non-residential users the fee will be increased from $0.06 to $0.11 per RCF (see Table 2 below). Table 2 Proposed Replacement CostslFees User Class Current FYE 06 FYE 07 FYE 08 FYE 09 FYE 10 Single-Family Flat Rate $0.70 $1.97 $1.97 $1.97 $1.97 $1.97 Multi-Family Variable Rate per RCF $0.06 $0.11 $0.11 $0.11 $0.11 $0.11 Commercial Variable Rate per ReF $0.06 $0.11 $0.11 $0.11 $0.11 $0.11 Ordinance Amendment On June 16, 1987 City Council adopted Ordinance 2212 which established the Sewer Replacement Fund. The purpose of this fund was to pay for the annual cost of refurbishment and/or replacement of structurally deficient sewer facilities. To generate revenue for the fund, the Ordinance specifies that a specific portion ofthe sewer service charge (which is established by resolution) is to be deposited in a separate account. Those portions are "hard coded" into the Ordinance itself; therefore any adjustment to these amounts must be accomplished by adopting another ordinance (which requires a first reading, second reading, and a 30-day wait). Therefore, in order to streamline the process of adjusting of sewer service rates and funding mechanisms, staff is recommending that the sewer facility replacement component of the sewer service charge be established by City Council resolution. This will allow the City Council to hear and act on the subject matter of sewer service at one meeting, with any directive being implemented immediately. General Rate Impacts The current Rate Plan, which was adopted in July 2003, for FY04 through FY 07, represented an overall annual increase of 9% (i.e., 9% each year) in the revenue requirement. The proposed Rate Plan, for consideration in July, represents an overall annual increase of only 7.5 % in the revenue requirement - which is less than the adopted plan. Exhibit D shows the impact of this adjustment to the average single-family residential user. Community Outreach Notices declaring the City's intention to restructure the sewer service rates were sent to 44,000 residents who will be impacted by the proposed rate adjustment. The five-year rate plan was also made available to residents through the City's website in a downloadable format. In response, the Engineering Department received calls from 15 residents regarding the proposed rate restructuring, and the callers' opinions are summarized as follows: a. 3 callers were opposed to the rate increase because they thought their bills were high enough. 10-6 ~ P;ge 7, Item \0 Meeting Date 7/19/05 b. 7 callers were interested in getting either the low-income user application form or the sewer service charge appeal process application form. c. 5 callers were mostly calling for miscellaneous reasons (i.e. bill calculations, account verification etc.) Errata in Notice of Intention After the City Council passed a resolution, on May 17'h, stating its intention to adjust sewer rates and setting the public hearing to consider such a change, staff prepared a notice explaining the proposed changes. This notice was sent to all sewer service users. Unfortunately, a few typographical errors were introduced during the printing process, none of which affect rates for this year or next year. Corrections are noted in the exhibit attached to the proposed resolution. Environmental Impact The Environmental Review Coordinator has reviewed the proposed activity for compliance with the California Environmental Quality Act (CEQA) and has determined that the activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines; therefore, pursuant to Section 15060(93) of the State CEQA Guidelines the activity is not subject to CEQA. Thus, no environmental revIew IS necessary. FISCAL IMPACT: If the City Council approves the proposed sewer rate adjustments it will ensure that the City recovers sufficient revenues to meet projected fund expenditures for Fiscal Years 2005/2006 through 2009/10. This fee adjustment will increase sewer fund revenues by approximately $25.6 million, over the next 5 years, which will offset anticipated sewer related expenditures. The Sewer Service Revenue Fund currently has an available balance of approximately $1.5 Million Dollars. Furthermore, approval of the proposed sewer facility replacement allocation will ensure that the City also recovers sufficient revenues to meet projected Sewer Rehabilitation Program expenditures for Fiscal Years 2005/2006 through 2009/10. This fee adjustment will increase sewer revenues by approximately $3.7 Million, over the next 5 years, which will offset anticipated sewer related expenditures. The Sewer Facility Replacement Fund currently has an un-appropriated balance of approximately $2.8 Million Dollars. Attachments Exhibit A - Sewer Facility Replacement Fund - Proposed CIP Expenditures Exhibit B - Sewer Facility Replacement Fee Determination Exhibit C - Existing and Proposed Rate Schedules Exhibit D - Existing and Proposed Cost of Service Allocation Exhibit E - Rate Impacts - Single-Family Residential Customers Exhibit F - Cost of Service and Rate Study For Sewer Services Exhibit G - Public Notice of a Proposed Sewer Rate Increase J :\EngineerIAGENDA \CAS2005\ 7 -19-05\Sewer-Rate-Increase-July-2005 .,c.doc 10-7 ~~ !) I ! i i. , ! I ~ .. i< I . : .... ~ ! i ! ~ ~ l S ! . . . . . . . . . . 5 ! i . . . : a . .1 ~ ~ ~ ~ ~ ~ . ! ~ ~ . ~ ~ ~ ~ ~ ~ ~ ~ ~ I" ~ ! . , . , " I ; . ! , ~ , . ! , I . . I.' ! ~ i i ! ~ ~ ~ ! i i . . . . . . . . . . 5 . . : . -=--c:- . .1: . . ~ ~ ~ ! ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ , , . ~ ~ ~ ~ ~ c , I , I. ! i ~ ~ . I ! ~ 1 ! ~ ! ~ a ! ~ t ~ . . . . .. . . . . . ~ . a , . . : . ! . . ~ . ! . . ! ! . ! f.-" '1... , , . : , , : ~ ~ ~ ~ ~ ~ ~ ~ ~ ~ 1< ! 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" bJl u l::l ";; 0 ~ :2 " z ~ 00 ~ ...l " -< .Q .Q " 00 " .Q "s Ei - ""il ""il ""il ~ '" "~ " " '" "~ ] 0 " "u .~ "g 00 00 ~. '" :r:: ~ ::J " Z " ~I ~ .. N "-< ~ ." - - ~ '! ;:: N '" " '0 .. - "-< ~ 00 " " " ""il " ... " "-< " " " ' .. ~ ~ ~ ~ -= "., '" " bhB :E '" "u U <Il " .s - 0;, 0 ~ " " 0 , 0 0 0 " ~ ~ r;;~ ~ " C- " :;;: .. 0 U U U <Il ~ ~ r;; '" Z - ~ 10-11 $16,000,000 $14,000,000 $12,000,000 $10,000,000 $8,000,000 $6,000,000 $4,000,000 $2,000,000 $0 $2,000,000 $1,800,000 $1,600,000 $1,400,000 $1,200,000 $1,000,000 $800,000 $600,000 $400,000 $200,000 $0 ~~ EXHIBIT D . Siegle Family MuIti-Family o Rewnue Under Proposed Rates 1&1 Cost of Service . Revenue Under Existing Rates Mobile HJmes Commerd,al (L) Connercial (M) Commercial (H) Special IJsers B Cost of Service . Rewnue Under Existing Rates 0 Revenue Under Proposed Rates 10-12 ~ EXHIBIT E COMPARISON OF TYPICAL SFR MONTHLY SEWER BILLS FY 2006 FY 2006 Adopted FY 2006 FY 2007 FY2008 FY 2009 FY2010 Existing Adopted Rate w/$],97 Proposed Proposed Proposed Proposed Propo.,d !.!.1m "'to l!J!!< RmL....ill. Rate "'t< "'to ~ "'to hcflmo. $ $ $ $ $ $ $ $ 0 7.20 7.45 s.n 8.47 8.47 9.00 9.25 9.75 1 9.19 9.60 10.87 to.63 10.83 11.53 11.87 12.45 2 IUS IUS 13.02 12.79 13.19 14.06 14.49 15.15 3 13.17 13.90 15.17 14.95 15.55 16.59 11.11 17.85 4 15.16 16.05 17.32 17.1I 17.91 19.12 19.73 20.55 5 17.15 18.20 19.47 19.27 20.27 21.65 22.35 23.25 . 19.14 20.35 21.62 21.43 22.63 24.18 24.97 25.95 7 21.13 22.50 23.77 23.59 24.99 26.71 27.59 28.65 8 23.12 24.65 25.92 25.75 27.35 29.24 30.21 31.35 9 25.11 26.80 28.07 27.91 29.71 31.77 32.83 34.05 10 27.10 28.95 30.22 30.07 32.07 34.30 35.45 36.75 I 11 29.09 31.10 32.37 32.23 34.43 36.83 38.07 39.45 12 31.08 33.25 34.52 34.39 36.79 39.36 40.69 42.15 13 33.07 35.40 36.67 36.55 39.15 41.89 43.3] 44.85 14 35.06 37.55 38.82 38.71 41.51 44.42 45.93 47.55 15 37.05 39.70 40.97 40.87 43.87 46.95 48.55 50.25 I. 37.05 41.85 43.12 43.03 46.23 49.48 51.17 52.95 17 37.05 44.00 45.27 45.19 48.59 52.0J 53.79 55.65 18 37.05 46.15 47.42 47.35 50.95 54.54 56.41 58.35 19 37.05 48.30 49.57 49.51 53.31 57.07 59.03 61.05 20 37.05 50.45 51.72 51.67 55.67 59.60 61.65 63.75 AVERAGE SINGLE FAMILY SEWER SERVICE CHARGE BILLING FORMULA Rate Fixed Service Variable Commodity Monthly Sewer Charge Charge Charge Existing Rate $7.20 $1.99 x 10 HCF $27.10 Adopted Rate Fiscal Yr 2006 $7.45 $2.15 x 10 HCF $28.95 Adopted Rate Fiscal YR 2006 wi Replacement Fee Increase $8.72 $2.15 x 10 HCF $30.22 Proposed Rate Fiscal Yr 2006 $8.47 $2.16 x 10 HCF $30.07 w/Replacement Fee Increase J:\Engineer\SEWER\SEWER RATE UPDATE. CDM\Exhibit.E-SFR-Rate Impact. Council-Agenda-5-17-05.ac.doc 10-13 City of Chula Vista ~8.lT F Cost of Service and Rate Study for Sewer Services April 2005 Prepared by: COM 18581 Teller Avenue, Suite 200 Irvine, California 92612 10-14 ""'.'>:-.r.~'."" -~ I i I, r- City of Chula Vista Cost of Service and Rate Study for Sewer Services April 2005 f ! r I r l r l L I I [ l I Prepared by: COM 18581 Teller Avenue, Suite 200 Irvine, California 92612 10-15 ~ Contents Executive Summary ................................................................................................................ 3 Section 1 Introduction ........................................................................................................ 6 1.1 Background............................................................................................ 6 1.2 Pwpose .................................................................................................. 6 1.3 Scope of the Study................................................................................ 7 Section 2 Revenue ............................................................................................................... 8 2.1 User Classification and Customer Growth ....................................... 8 2.2 Existing and Adopted Sewer Rates.................................................... 9 2.3 Sewer User Fee Revenue Under Existing Rates .............................. 10 2.3.1 Revenue Under Existing Rates ............................................. 10 2.3.2 Transfers from Trunk Sewer Capital Reserve Fnnd .......... 11 2.3.3 Other Revenues....................................................................... 11 2.3.4 Interest Income........................................................................ 11 2.4 Winter Average Water Usage Approach .........................................11 Section 3 Capital Improvement Program ....................................................................... 12 3.1 Major Capital Improvement Financing Plan ................................... 12 3.1.1 Sewer Facility Replacement Fnnd........................................ 12 3.1.2 Trunk Sewer Capital Reserve Fnnd ..................................... 13 Section 4 Revenue Requirements..................................................................................... 15 4.1 Operation and Maintenance Expense............................................... 15 4.2 Debt Service Requirements ................................................................ 16 4.3 Transfer of Revenues to the Sewer Replacement Fund.................. 16 4.4 Transfers of Revenues to the Storm Drain Fnnd............................. 16 4.5 Bad Debt Write-offs............................................................................. 16 4.6 Routine Capital Outlays ..................................................................... 16 Section 5 Cash Flow Analysis........................................................................................... 17 5.1 Proposed Revenue Adjustments ....................................................... 17 Section 6 Cost of Service Analysis ................................................................................... 20 6.1 Cost of Service to be Allocated .......................................................... 20 6.2 Wastewater Parameters ...................................................................... 21 6.3 Allocation to Wastewater Parameters .............................................. 22 6.3.1 Allocation of Capital Costs.................................................... 22 6.3.2 Allocation of Operating Expense ......................................... 23 6.4 Allocation of Cost to Customer Classes ........................................... 24 6.4.1 Customer Classifications ....................................................... 24 6.4.2 Units of Service ....................................................................... 24 6.4.3 Unit Costs of Service .............................................................. 26 6.5 Customer Class Costs of Service ....................................................... 26 Section 7 Rate Design......................................................................................................... 29 7.1 Existing Sewer Rates ........................................................................... 29 7.2 Proposed Sewer Rates......................................................................... 29 COM 1 O:\USE~lI\11sta2005RltpOflFlnlII.doc: 10-16 l , , ~ ~ l l ; k COM t ..c'>cci'-".<;;' -~ Contents (continued) List of Figures Figure 1 Sewer Operating Fund Summary ...................................................................... 19 List of Tables Projected Growth by Customer Class ......................................................... 3 Projected Number of Accounts, Volume, and Revenue .......................... 9 Existing Sewer Rate Schedule ..................................................................... 10 Proposed Major Capital Improvements Program (Inflated) ................... 12 Sewer Facility Replacement Fund .............................................................. 13 Trunk Sewer Capital Reservation ............................................................... 13 Historical and Projected Operation and Maintenance Expense ............. 15 Operating Fund Flow of Funds ................................................................... 18 Allocation of Revenue Requirements ......................................................... 21 Allocation of Capital Investments to Functional Cost Components ...... 23 Allocation of Operation and Maintenance Expense to Functional Cost Components ....................................................................... 23 Estimated Units of Service ............................................................................ 25 Wastewater Characteristics .......................................................................... 25 Development of Unit Costs .......................................................................... 26 Allocation of Costs of Service to Customer Classes .................................. 27 Comparison of Allocated Costs of Service With Revenue Under Existing Rates ..................................................................................... 28 Proposed Rate Schedule for Fiscal Years 2006 Through 2010.................. 30 Comparison of Customer Revenue Under Proposed Rates With Test Year Cost of Service............................................................................... 31 Comparison of Typical SFR Monthly Sewer Bills ..................................... 32 Distribution of Accounts by Winter Period Usage Level........................ 33 2 O:\USE~aVISta2005FlIlpOllfln:ll.dcx: 10-17 Table E5-1 Table 1 Table 2 Table 3 Table 4 Table 5 Table 6 Table 7 Table 8 Table 9 Table 10 Table 11 Table 12 Table 13 Table 14 Table 15 Table 16 Table 17 Table 18 Table 19 "\L1t- Executive Summary The City of Chula Vista (City) requested Camp Dresser & McKee (CDM) to conduct an update of the cost of service and rate study for sewer service. The study is to evaluate the existing sewer rates, review and evaluate revenues and revenue requirements, and perform cost of service and rate analyses to ensure equity among customer classes. This report documents the results of the study and recommends sewer rates that the City should charge its customers in the study period. Throughout this study, references to a particular fiscal year always use the end date. ThuS, Fiscal Year 2005-2006 is termed FY 05-06 or just 2006 herein. The objective of this report is to document development of fair and equitable rates that can be easily implemented and updated for the City's sewer system for the study period of FY 05-06 through FY 09-10 and a five-year financial plan that will secure financial stability of the sewer enterprise. SUMMARY OF FINDINGS AND RECOMMENDATIONS 1. The City is currently serving approximately 45,000 individual sewer customer accounts. The study anticipates continued increases in the number of sewer customers throughout the study period. The projected growth rate varies depending on the customer category. Below are the annual percentage growth used for the various customers. Table E5-1 Projected Growth by Customer Class Customer Class FY -05-06 FY -06-07 FY-07-OS FY -oS-ll9 FY-09-10 Single Family Residential 52% 4.9% 4.7% 4.5% 4.3% Multi-Family Residential 2.0% 2.0% 1.0% 1.0% 1.0% Mobile Homes 0.0% 0.0% 0.0% 0.0% 0.0% Commercial Low 2.0% 2.0% 1.0% 1.0% 1.0% Commercial Medium 0.0% 0.0% 0.0% 0.0% 0.0% Commercial High 0.0% 0.0% 0.0% 0.0% 0.0% Special Users 0.0% 0.0% 0.0% 0.0% 0.0% 2. Sewer utility revenues are principally derived from sewer user fees. Other revenue sources include transfers from the Trunk Sewer Capital Reserve Fund, industrial waste permits, miscellaneous fees, and interest income. It is anticipated that the Operating Fund will be self-supporting by FY 06-07 and no transfers from the Trunk Sewer Capital Reserve Fund will be necessary thereafter. Revenue derived from charges for service under current rates is estimated to be $20,236,200 COM 3 O:'.USER\8oQm~Vlsta2005 RlIPOl1FInaI.doc:: 10-18 F f ~ ! [ l t I l [ COM -4''):,;r~'' ~xecutive Summary for FY 04-05 excluding revenues derived from Capital Facilities Charges and Storm Drain Charges. 3. An analysis found that with a billing cap of 15 hundred cubic feet (hcf) a month which was set to avoid potentially charging high irrigation flows, wastewater flows to Metro exceeded billable flows. The result is that the City currently incurs cost to treat more flow than it bills. To remedy this discrepancy a further analysis was conducted as part of this study and it is recommended that the single family billing cap be raised to 20 hd a month. The analyses presented in this report assume the cap will be raised. Approximately $617,000 a year in additional revenue will be generated by increasing the cap. 4. The Sewer Utility Capital Improvement Program (CIP) is projected to total $38,488,300 for FY 05-06 through FY 09-10. Projects include the purchase of additional Metro capacity, sewer replacements, and annual improvements to the sewer system. To finance the capital program, several funding sources are planned to be used, including sewer facility replacement fees, storm drain fees, sewer capacity charges, transfers from the General Fund, and existing fund balances in the capital funds. 5. The sewer utility's annual revenue requirements consist of O&M expenditures, routine capital outlays, bad debt write-offs, and transfers to the replacement fund and storm drain fund. O&M expenses are projected to increase from $27,436,500 in FY 05-06 to $31,083,600 in FY 09-10. 6. Required revenue increases throughout the study period are based on an analysis of the sewer utility's revenues and revenue requirements. Our analyses indicate sewer utility revenues will require the following increases for FY 05-06 through FY 09-10. The revenue increases are lower than those indicated in the prior studies as a result of recommending an increase in the 15 hcf cap to 20 hcf. Effective Date July 1, 2005 July 1, 2006 July 1, 2007 July 1, 2008 July 1, 2009 Increases 7.5 percent 7.5 percent 7.5 percent 3.5 percent 3.5 percent 7. By definition, cost of service is the annualized revenue requirements net of revenue credits from other miscellaneous sources that needs to be met through 4 O~;IV1sl:l2005Repllr1Fina.dDc 10-19 ~ Executive Summary sewer rates. The City's estimated 2006 test year cost of service to be met from sewer rates totals $23,240,600 and consists of the following elements: Net Operation and Maintenance Expense Capital Costs Cost of Service to be recovered from Rates $ 23,021,000 219.600 $ 23,240,600 8. A cost of service approach is used to develop rates for sewer service. This means that customers are charged based on their proportional usage of facilities. The proposed rates are consistent with State Water Resources Control Board (SWRCB) guidelines and recognized rate industry standards as descnbed in the Wastewater Environment Federation (formally Wastewater Pollution Control Federation) rate manual. Rates are developed using uniform unit costs for volume, chemical oxygen demand (COD) and total suspended solids (55). These are applied to loadings and demands for service from each customer category. The rate schedule which then follows is based on a uniform cost of service and recognizes loadings from each customer class. 9. Based upon results from the detailed cost of service studies for the 2006 through 2010 test years, the proposed schedule of sewer rates shown in Table 16 have been developed to recover the utility's cost in an equitable and practical manner from all customers served. The proposed rates have higher fixed charges and volume charges than the rates currently adopted to go into effect. The rates currently scheduled to go into effect will not produce the desired level of revenue. 10. The average single family residential (SFR) customer is assumed to have a monthly water usage of 10 hundred cubic feet (hcE). Table 18 shows a comparison of typical SRF monthly sewer bills under the scenarios reviewed in this study. Briefly, the average household pays $27.10 per month under the existing rates. The currently adopted rate structure will result in an average monthly bill of $28.75 for FY2006. Adopting an increase in the Capital Facilities Charge from $0.70 to $1.97 would result in an average charge of $30.22. The rate structure changes proposed in this study incorporate cost of service restructuring and recommends that the average FY2006 SFR monthly bill will be $30.07. Detailed rates for other SFR accounts with varying water usage are shown in Table 18. COM 5 O:\USC~~VIsla200!5ReporlFinal.00c 10-20 , i k r l l COM i <--- ~ft Section 1 Introduction 1.1 Background The City of Chula Vista is the sewer and storm drain service provider to the residences and commercial enterprises in its service area. The City is located eight miles south of the City of San Diego and seven miles north of the Mexico border and covers approximately 50 square miles. The City is growing at a rapid pace, primarily through new development in the eastern portion. Wastewater generated in the City is collected and sent to a treatment facility in Point Lorna operated by the City of San Diego Metropolitan Wastewater Department. The City is billed by Metro based on the wastewater flow and strength sent to the treatment plant. In providing sewer service, the City incurs considerable expense related to the ongoing operating and capital needs of the utility. Operating and capital expenditures change annually because of the need for repairs and replacements to existing facilities, the need to improve service to meet more stringent state and federal environmental compliance requirements, and to stay abreast of inflationary trends. The City, in recognition of the importance of financially planning for the costs to replace, improve, and operate the sewer utility, has engaged Camp Dresser & McKee to perform a comprehensive sewer cost of service and rate study. This study is an update of the rate study performed by Black & Veatch in 2004. The City's priorities in the corning years include purchase of additional sewer capacity from Metro and on-going upgrades and improvements of the sewer system. All these projects are included in the City's five-year capital improvement program. A major challenge will be to balance the requirements of expanded infrastructure with available City revenues. All planned expenditures will need prioritization to assure that financial resources are used in the most effective way. 1.2 Purpose The purpose of this sewer rate study is to: . analyze and project the City's historical and future revenues and requirements; . plan for financing of the capital improvement program proposed by the City; . meet the financial requirements of system improvements; . analyze the cost of providing service by customer class; · develop an equitable sewer rate structure based on proper customer classification; 6 O:\USERIBoomholMe\Olula VIsI:I 2005 Reporlf'iniII.doc 10-21 ~;::- Section 1 Introduction · design sewer rates based on cost of service which will generate adequate revenues to support revenue requirements. 1.3 Scope of the Study This update to the 2004 rate study includes three phases: Financial Planning, Cost of Service Analysis, and Rate Design. · Financial Planning: Revenue requirements are projected for a five-year period from FY 05-06 through FY 09-10. Financial planning involves estimation of annual O&M and capital expenditures, interfund transfers, annual reserve requirements, operating and capital revenues, and the determination of required annual user revenues from rates and charges. · Cost of Service: Cost of service involves the apportioning of annual revenues required from rates to the different user classes in proportion to their demands on the sewer system. · Rate Design: Rate design involves the development of a fixed and variable schedule of sewer rates for each of the different user classes to reflect the required revenue adjustments made during the financial planning phase. This report includes six sections besides the Executive Summary and the Introduction. Sections 2 through 7 present study results. These sections discuss in detail the financial planning phase, cost of service analysis, and rate design phase. CDM 7 O:\USERIBoomho~i1 V1st:1200S Repol1Flnatdoc 10-22 ~ Section 2 Revenue Revenue for the sewer utility is derived from user charges, industrial waste permits, transfers from the Trunk Sewer Capital Reserve Fund, miscellaneous revenues, and interest income from operations. What follows in this section is a description of those revenue sources. 2.1 User Classification and Customer Growth The level of future revenue from user fees the City can expect to receive is a function of the number of customers served, the quantity of sewer flow, and the level of current rates. Development of projected revenues under existing rates provides the benchmark upon which to evaluate the need for revenue adjustments throughout the five-year study period. Seven classes of customer are recognized. They include single family, multi-family, mobile homes, low commercial, medium commercial, high commercial, and special users. The study assumes modest future growth in the City service area. Table 1 shows the projected number of customer accounts, wastewater flow, and revenue under existing rates for FY 04-05 and revenue under the adopted FY 04-05 rates for FY 05-06 to FY 09-10. The projected revenue numbers assume that the single family usage cap of 15 hcf will be raised to 20 hcf in order more closely match the quantity of flow billed with the quantity of flow sent to San Diego for treatment. The 2004 study found that the flow sent to San Diego for treatment was approximately 445,000 hcf greater than the billable annual flow. While a small portion of that may be infiltration, it was assumed the majority of the discrepancy was unbilled flow as a result of setting the cap too low. Using 2004 detailed billing data, the following additional annual billable flows were identified by the three billing areas if the cap were to be raised to 20 hcf: Springbrook Otay Montgomery Total 47,100 hcf 257,500 hcf 10,800 hcf 315,100 hcf The data indicates raising the cap would close the gap in unbilled flow. For 2006 the ~ amount of additional flow was assumed to be 310,000. hcf It is assumed the cap will be raised effective July 1, 2005. Raising the cap will produce approximately $617,000 annually in additional revenue. Total revenues are estimated to be $20,236,200 for FY 04-05 to $24,573,000 for FY 09-10. Those revenue numbers exclude additional revenues generated by the Capital Facilities Charge and Storm Drain Charge. ! COM 8 10-23 O:\USER\Bocmhouwel'\Cllula'Vi$bl 2005l'lepafIFi,....doc ~o Section 2 Revenue TABLE 1 PROJECTED NUMBER OF ACCOUNTS, VOLUME, AND REVENUE (1) (2) (3) (4) Projected Projected Projected Revenue Fiscal Average Total Under Year Ended Nwnber of WW Existing June 30 Accounts Volume Rates (1) hcf $ 2004 43,870 8,183,000 18,844,100 2005 (2) 46,1l0 8,200,900 20,236,200 2006 (2) 48,370 8,813,000 21,619,200 2007 (2) 50,570 9,102,700 22,353,000 2008 (2) 52,790 9,394,700 23,092,300 2009 (2) 55,018 9,687,330 23,833,000 2010(2) 57,240 9,979,576 24,573,000 (1) Includes revenue from Special Users. (2) Projected revenue under adopted FY 04-05 rates. 2.2 Existing and Adopted Sewer Rates The current sewer rate structure is comprised of varying monthly service charge based on meter size for multi-family residential and non-residential sewer customers. Single family customers are charged based on a SIB-inch meter at $7.20 per month for sewer service FY 04-05. Single Family residential users currently have a volume charge based on average winter water usage with a usage cap of 15 hcf. The current volume charge is $1.99 per hcf. Multi-family residential, mobile homes, and non-residential customers are charged a uniform volume rate based on 79, 84 and 90 percent of metered water usage, respectively. The uniform rates vary based on the type of customer. The existing rate schedule is presented below in Table 2. All customers are currently charged $0.70 a month for Storm Drain services and $0.70 a monih for Sewer Replacement. The additional $1.40 a month for those services is included in the single family residential service charge of $7.20 and the service charges for all other users. COM 9 O:\USER\8oomho~Vlst:I200SRl!pQf1FInaI.lIDc: 10-24 [. ~ l ( I l COM -0-r'. ~ Section 2 Revenue TABLE 2 EXISTING SEWER RATE SCHEDULE Monthly Service ChareelJ) $/mo Single Family Residential 7.20 All Others 5/8 3/4 I I 1/2 2 3 4 6 8 7.20 7.20 11.91 23.68 37.80 70.75 70.75 117.82 235.50 V olwne Charee $/hcf Residential Single Family Multi-Family Mobile Homes Non-Residential Commercial - Low Strength Commercial - Medium Strength Commercial - High Stength Special User 1.99 1.99 1.99 1.99 2.42 4.02 Varies 2.3 Sewer User Fee Revenue Under Existing Rates Revenue for financing the City's sewer system is derived principally from user charges. Other revenues are received from miscellaneous revenues, transfers from the Trunk Sewer Capital Reserve Fund, and interest income. 2.3.1 Revenue Under Existing Rates Revenue under existing rates is obtained by applying the current rate schedule, shown in Table 2, to the projected number of customers served by the City and estimated wastewater flow. Table 1 shows that the City will collect approximately $20,236,300 in FY 04-05 for sewer services, excluding Storm Drain Charge and Capital Facilities Charge revenues. The number includes bad debt write-offs of approximately 10 O;'USER\Boomho~hula V1$l:I2005 ReportF1na1.doe 10-25 ~ Section 2 Revenue $300,000 which effectively reduce the level of revenue. We have shown bad debt write offs as an operating expense. 2.3.2 Transfers from Trunk Sewer Capital Reserve Fund The Operating Fund is currently receiving transfers from the Trunk Sewer Capital Reserve Fund to help pay for the capital costs included in Metro treatment costs. The financial plan is to gradually reduce the transfers each year until the Operating Fund is self-supporting. It is anticipated that no transfers from the Trunk Sewer Fund will be necessary after FY 05-06. 2.3.3 Other Revenues Other revenue sources include industrial waste permits, pump station maintenance fees, reimbursements, and miscellaneous revenue. Total revenue from these sources is estimated to be approximately $328,500 in FY 05-06. 2.3.4 Interest Income Interest income varies from year-to-year depending on the investment of available monies in the Sewer Operating Fund. Investment income projections are based on available fund balances using an average annual interest rate of 3.5 percent throughout the study period. Estimated interest income for FY 05-06 totals $206,700. 2.4 Winter Average Water Usage Approach A previous analysis of the City's sewer customer billing data indicated that the City's current approach of billing single family residential customers the lowest two months of water usage is a fair and equitable method. This method is the most fair and equitable approach and is used by a majority of large utilities in the United States. However, the analysis found that with a billing cap of 15 hcf a month to avoid potentially charging high irrigation flows, wastewater flows to Metro exceeded billable flows. The result is that the City currently incurs cost to treat more flow than it bills. To remedy this discrepancy a further analysis was conducted as part of this study and it is recommended that the billing cap be raised to 20 hcf a month. The analyses presented in this report assume the cap will be raised. Approximately $617,000 a year in additional revenue will be generated by increasing the cap. COM 11 O:\USE~CI'IIHV\sta2005RaportFinai.doc 10-26 " l l COM [ ~~ Section 3 Capital Improvement Program The City has developed a sewer utility capital improvement program (CIP) to address sewer systems need in terms of projects necessary to bolster and reinforce its existing infrastructure facilities. A summary of the sewer capital improvement program, which reflects the planned expenditures for each year during the study period, is shown in Table 3. The program is estimated to total $38,488,300 for FY 04-05 through FY 09-10. Sewer projects include the purchase of additional Metro capacity, sewer replacements, and annual upgrades and improvements to the sewer system. T......' PJlOPOSED MAJOIt CAI1TA1.IMl'ROVEMEl'lT PJlOCAAM (JI'lPUttD) '" OJ 1') (~ (. (') '" ..... ,- ,.....Y_En4inI"-lO '" o.!l:ripeioa """'"' .., "'" "'" ... ... l!!I!l "'" , , , , , , , , __B.._Bmatny"""Woodla_A~ , )36.300 , , , , , 3)6,lOO , ColIlr3IloSlBcl..r"""J(._ , )60.100 , , , , , ""'00 , , MainSlgeLIn<hs1rio/"ThildA>Ie. , ..... , , , , , ..... . c.m.r_BoI.4IhA_..GarftIIA,,", , 2.11,200 , , , , , 2.11,200 , .G'Slroot,.....s~~ R _.000 , , , , , ''''''''' . WtUlr.oP>rlrnyl'\lntlSlllioa~ I' ,ro.ooo , , , , , ,ro.ooo , ~Sln:aPS R , , , ~'oo , , ~ , -- R -."" ,~"'" ".... '''.''00 1.ln.>>) 1,161,lOO '''''''''' . Vidm1Jlopcc\ioB R 2.~9.700 "'''''' m"", "'.~ -"" 3111.100 1,176,100 " ........" R , 311,300 32.1,100 , , , ....'00 " -..AddiIionaIMclmCapa<iIy , , , , n.ooo.ooo , , 11.000,000 n 1a........Infi_SlIdy T , ~."" , , , , """ I' T.~c.y..T",,*~Iqo.,~Bl""&JSI. T , ",.. , , , , ,,,.. " I\&IoomLOf~"""".-P1aQ!kJqjgJW_<lS_Rd. R , '''-'''' , , , , ,"-"" I' RcplIoes.......MaiII,SelVolo_ofBmallway R , 161,.!JOO , , , , '"'''' " ,..- 1.1111.2(10 1,I1'.6lIlI Im:soo a...... T.601:7OO ~ 31,.....)00 (I)T~T"'_CopiQI_Fund..R~~FIn1,O-Opcrmnf.f-. 3.1 Major Capital Improvement Financing Plan The Sewer Fund consists of several restricted capital funds, including the Sewer Facility Replacement Fund, Trunk Sewer Capital Reserve Fund, Sewer Special Fund, Sewer Income Fund, and Storm Drain Fund. Only the Sewer Facility Replacement Fund and Trunk Sewer Fund have scheduled CIP expenditures and are discussed in detail below. The other Funds retain balances which will accumulate interest earnings but are not discussed further. 3.1.1 Sewer Facility Replacement Fund The Sewer Facility Replacement Fund is used to pay for the cost of refurbishment and/or replacement of the CIP. The City currently has a sewer replacement charge of $0.70 per dwelling unit per month for residential customers. Non-residential customers are charged $0.06 per hcf of water usage per meter but in no case less than $0.70 per meter. The fee is part of the sewer service charge. Based on a separate study by PBS&J, another consultant, it is proposed that the charge be increased to $1.97 and the corresponding volume charge to $0.11 per hcf based on a detailed study oflong term requirements. As shown in Line 2 of Table 4, transfers from the Operating Fund to the Sewer Replacement Fund are anticipa'ted to increase significantly once the new charges are adopted effective July 1, 2005. 12 O;\USERIBoomhouwel'lChula V\sta 2005 RepoItFinaI.dlI(: 10-27 Section 3 Capital Improvement Program ~~ Table 4 indicates the City should have sufficient Replacement Fund resources to meet requirements during the study period. TABLE .. SEWER FACILITY R.EPLACIMENT FllND (1) (2) 0) (') I') (6) L;", Fi$Qf YeaI" Endimr: June 30 ""' Descrivrion ..., .". >201 - - lli2 s s s s s s Snrqon'..ds I- Fundi on Hand1fBqirmillJ o(Ycar 4,109.200 2,199,200 2,626,400 3,051,400 ],627,000 4,074,300 2 ScwcrFacility kplac_ Fecs(F1OIIl 0pera1inl) 6(8)00 1,74.5,000 1,803,100 1,161,600 1,920,200 1,971,100 J Tnmfcr from STORM DRAIN FUND 0 0 0 0 0 0 . 1m_Income [1 J 110,400 84,400 99,400 116,900 134,800 154,200 TolalFunds AVlilable 4,827.900 4,021,600 4,528,900 5,029,900 ',612,000 6,207,200 U,.ofF... 6 Major upibllmpruvcmcms [2} 2,621,100 1,402,200 1,477,500 1,402,900 1,607,700 1,471,400 7 TotalU5CorF~ 2,628,100 1,402,200 ~ 1,402,900 1,607,700 1,471,400 FIIIldr; on Hand.d End o(Year 2,199,200 2,626,400 3,051,400 3,621,000 4,074)00 4,7)5,800 (I] IllIlftSt on available capital NndsCOlrlplllcdatal.S%mnUllinlamnut. [2JS/lownonTabIcJllSl\mdinsSOUI"CC"R". 3.1.2 Trunk Sewer Capital Reserve Fund Revenues generated from sewer capacity charges for sewer treatment capacity are available to fund "capacity" capital projects listed in the capital improvement program. It is estimated that annual revenues will vary from just over $7 million to $6.5 million, as shown in Line 2 of Table 5. Line 3 of shows the repayment of the Salt Creek DIF loan. It is anticipated that the fund will receive approximately $1,114,300 annually. Line 7 of Table 5 shows the capital project amounts to be funded by year including the purchase of additional sewer capacity in FY 07-08, two years earlier that indicated in other studies. TABLES TRVNX SJ:WI:R CAPITAL aJ:SDlVEFUND (I) (2) (J) (') I') (6) L;", Fiscal YCIr Endilll! June 30 ""' Dl:scripriOJJ """'- - >201 - - 121.l! s s s s s S So..,CIIofF..... I FlIIllI50Jl Hand aI Becinnilll of Year 1I,1H,900 8,205,701 11,$46,301 19,741.301 804,301 8,611,601 2 Sewer Capacily QIarp:s 6,504,000 6,$67,000 6,510,000 6,$52,000 6.$67,000 6,3SS,OOO J RepaynacnlofSaJtCreetDIFLoan 1,144,)00 1,144,300 1,144,)00 1,144,300 1,144,300 1,144,300 . TlUlSfer rmm Tdqnph Canyon Trunk Sewer Proj 1,161,201 0 0 0 0 0 , Inl~IlX:Ome[I] 349,400 345,700 541,700 359,700 166,000 "'''00 6 TolaI Flmds Available 20,918,801 16,262,701 19,748,301 27,804,]01 8,631,601 16,130,401 UseorF.... 7 Major Ypitallmprovements {2l 6,813,100 416,400 0 21,000,000 0 0 . T~rerIoOPERATINGFUND 5,900,000 4,300,000 0 0 0 0 . ToWUscofFUDds 12,713,100 4,716,400 0 27,000,000 0 0 - 10 Funds on HIlId aJ End of Year 8,205,701 11,546,301 19,741,301 104,JOI 1,611,601 16,130,401 [ljlntercstonavailableeapilaJflllJlbcompuledataJ.S%annualinta'eStrale r2]SllownonTabJeJurllDdinlsourcc"T~. COM 13 O:\lJSER\aoom~VIst:ll2005 ReponFlnill.doc 10-28 l l ~ l I l , CD\II ""i':<~,,,,,.,.,, ~C Section 3 Capital Improvement Program The Trunk Sewer Capital Reserve Fund is transferring a series of revenues to the Operating Fund (Line 8). These transfers are to help pay for the capital portion of Metro costs until the Operating Fund is self-supporting through rate increases. It is projected that the last such transfer will occur in FY 05-06. That is two years earlier than indicated in a previous study because the additional revenues are need to purchase capacity from Metro. Table 5 shows that the projected balance of the Trunk Sewer Capital Reserve Fund will remain positive for FY 04-05 and forward. However, because the City will need to acquire additional capacity from Metro and because the cost of that capacity may increase, the fund will have significant balances which are considered prudent. Furthermore, the City should immediately proceed to search for additional capacity and purchase it when available to the extent financial resources exist. 14 O:\USER\8oomhouweI\Ch VIa 2005 ReportFi~.doc. 10-29 ~":. Section 4 Revenue Requirements Revenue Requirements of the utility consist of operation and maintenance expenses and annual capital costs. The latter includes debt service, which the utility currently does not have, and routine capital outlays for equipment replacements. 4.1 Operation and Maintenance Expense Operation and maintenance (O&M) expense includes the cost of operating and maintaining sewer collection, treatment and disposal of wastewater, and maintenance of system facilities. Expenses include the cost of personnel, utilities (gas and electric), chemicals, and miscellaneous materials and supplies to operate the sewer system on a routine basis. Expenses also include payment to the general Fund for overhead costs. Since O&M costs are an ongoing annual obligation of the City, they must be met from user charge revenue. Table 6 presents a summary of the projected O&M expenses for the City's sewer system. The forecasted expenditures are based upon the City's budget and the effect of inflation in future years. Total operation and maintenance expense is projected to increase from $26,179,300 in FY 04-05 to $31,083,600 in FY 09-10. The Metro and Spring Valley costs shown on Lines 7 and 8 include both O&M and capital costs. Every year Metro provides the City with a four-year projection of treatment costs based on the City's estimated wastewater flow and strength. Metro's recent projected treatment costs for the City were lower than previous year's projections. However it is anticipated that these costs in the future will be higher than the current projections. Furthermore, unless Metro is able to refinance notes used for capital improvement financing, Metro charges in the near term may increase significantly. TABLE 6 HISTORICAL AND PROn:CTED OPERATION AND MAnorrENANCI: EXl'ENSJ: (1) (2) (3) (4) (S) (6) FisQ!YcarEndin,:June30 Line .- Projected I<l>. De$criotion - = = WI "22 lli!l , , , , S , WW SIIpport Sen_ I WW Opemions Admin 223,400 230,100 231,000 244,100 251,400 2",900 2 W'WMaintcnanu 5,648,900 5,818,400 5,993,000 6,172,100 6,351,000 6,541,700 3 UftSlationfPooIM-iint. SSI,JOO S7S,IOO 592,400 610,200 628,500 647,400 4 Sewtl"BillinlmdConcc:tion[lJ 334,400 344,.500 1.54,800 365,400 376,400 387,700 , Sewa'ServiccExpcndi\Ura 11$,300 118,800 122,400 126,100 ]29,900 133,800 6 Sewer Savice Risk Manacancnt 47,100 48,500 50,000 51,500 53,000 54,600 7 Transfer 1l:I GcncnJ FIlIId 1,972,300 2,041,400 2,112,800 2,186,100 2,263,200 2,342,400 '. TolaIWWSIlppOflScrvices 8,199,700 ~,176.800 9.462,400 9,756,800 IO,OOl,400 10,373,500 , MetroCosl(:2] 16,428,300 17,553,400 I&,2SS,sOO 18,915,800 19,745,200 20,.5H,OOO I. SpringVa!lcyCosts[l] 851,.300 706,300 '04,900 360,900 452,.500 175,100 11 Total O&:M Expense- 215,179,301) 21,436,500 28,222,800 29,10],500 30,2",100 31,083,600 [I] As$umesOtaybillinl cost will ilQQSCbcginning FY04-O$. (2) IT Q4.{15 and IT (lj-Q6 limn MeIro. An innation of 4% assumed for IT 06-07 throuch FY 09_10. [3} Data from San DiClO Coumy. '"Note: Tala! ClI.~Juda Capital Outlay CDM 15 0:\USER\EloQm~Vlsta2005R"POrlFinal.doc 10-30 , , ~ ~ I l t CDM ~~1- Section 4 Revenue Requirements 4.2 Debt Service Requirements The City currently does not have any existing outstanding bond indebtedness. 4.3 Transfer of Revenues to the Sewer Replacement Fund As part of the sewer service charge, a sewer replacement fee of $0.70 per dwelling unit per month is charged to residential customers. Non-residential customers are charged $0.06 per hcf of water usage per meter but in no case less than $0.70 per meter. As discussed above, those charges are projected to increase. Total revenues collected will be transferred to the Replacement Fund. 4.4 Transfers of Revenues to the Storm Drain Fund Similar to the sewer replacement fee, the City also has a storm drain fee of $0.70 per dwelling unit per month. It is anticipated that the Operating Fund will make a series of transfer to the Storm Drain Fund matching revenues collected. 4.5 Bad Debt Write-offs It is anticipated that the City will have a bad debt write-offs of $300,000 annually. The majority of the write-offs are from customers in the pre-annexation area of the City who are billed by the City's Finance Department. Since the sewer billing is not done in conjunction with the water bill, the City does not have the ability to shut-off water service in order to collect these bills. 4.6 Routine Capital Outlays Routine capital outlays, which are financed from annual system earnings, include estimates for relatively small additions and replacements to system facilities. A capital outlay of $100,000 is projected for each year in the study period. 16 O:\USERIBoomho---.chula VIsta 2005 ReportFlnaI.dDc 10-31 ~~~ Section 5 Cash Flow Analysis 5.1 Proposed Revenue Adjustments To provide for the continued operation of the sewer utility on a sound financial basis, revenue must be sufficient to meet revenue requirements. This section of the report analyzes the revenue increases needed to meet future revenue requirements. The pro forma operations statement or cash flow summary presented in Table 7 provides a basis for evaluating the timing and level of sewer revenue increases required to meet the projected revenue requirements during FY 05-06 through FY 09-10. In order to meet projected revenue requirements and to maintain desired operating and capital reserve fund balances, the following increases are proposed: Effective Date Increases July 1, 2005 7.5 percent July 1, 2006 7.5 percent July 1, 2007 7.5 percent July 1,2008 3.5 percent July 1, 2009 3.5 percent The magnitude of the increases shown above has been selected in order for total sewer revenue to meet revenue requirements and eliminate the transfers from the Trunk Sewer Capital Reserve Fund. The study assumes that the cap for single family customers will be raised to 20 hcf. Because of that, the percentage increases are lower than the percentage increases in the City Council adopted four-year plan. Also, the increases shown for the last three years are basically to pass through assumed cost increases from Metro and inflation. Estimated sewer revenue under existing rates is shown on Line 1 of Table 7. The annual revenue shown is the same as in Table 1. Additional operating revenues from any proposed rate increases are shown on Lines 2 through 7. Other revenues and interest income are shown on Lines 10 through 15. Operation and maintenance expenses, transfers to other funds, and bad debt write-offs are shown on Lines 17 through 22. Line 18 shows the transfers to the Sewer Replacement Fund and Line 19 presents the transfers to the Storm Drain Fund scheduled for each year. The cash flow indicates the projected revenue increases will be sufficient to meet all the needs of the utility and maintain adequate fund balances throughout the study CII\II 17 O:\USERIBoomhD~Vl5tlI~R8pDI1Fin3I.doc 10-32 l r' t i [ [ I COM I ~ Section 5 Cash Flow Analysis period with the proposed 7.5 percent annual increases the first three years and 3.5 percent after that. It is anticipated that the Operating Fund will be self-sufficient and no transfers from the Trunk Sewer Capital Reserve Fund will be necessary beyond FY 05-06. Table 7 shows that annual fund balances will remain positive but generally below the minimum desired balance defined as 90 days O&M, considered a reasonable working capital balance for a wastewater utility. TABLE 7 OPERATING FUND now OF FUNDS (I) (2) (') (4) (') (6) L'" FisaJ YeN Endinll[ June 30 & DesaiDtion "'" ...,. .l22I "'" "'" .lQlQ s s s s s S Rnrn.r. Wastr:waaerSc:rvi<:cO\argelIUndcrExistin,Ra!t:I 20,136,200 21,619,200 22,.3$3,000 23,092,300 23,133,000 24)73,000 Additional Saviec: Owlc Revenue kquira!: Annual= Revenue M~"" y". """'" """"" 2 200' '.00% 12.0 , , . . , , , 2006 7.50% ]2.0 1,621,400 1,616,500 1,731,900 1,781,500 1,843,000 4 2001 7.50% ]2.0 1,802,200 1,161,800 1,921)00 1,981,200 , 200' 7.50% 12-0 2,001,500 2,065,700 2,129,800 6 2009 3.50% 12.0 1,036,300 1,061,400 7 20]0 J,50% 12.0 1,IOS,800 . TObl Additional Service OIqc Revenue . 1,621,400 3,478,700 5,595,200 6.,UI,OOO 8,121,200 . T alal W:lSlewatCl' Service Charge Revenue 20,236,200 23,240,600 25,831,700 21,617,500 30,644,000 32,70],200 " OlhcrRc:vcnllC5 ]19,000 328,$00 ]38,400 348,600 JJi9.000 359,000 II Fac:i]ititcs RcplKmlC9I Owge Revenue 608,.]00 1,14.5,000 1,803,100 1,861,600 1,920,200 1.$71,100 12 Storm Drain Charp Revenue: 608,300 620,000 640,700 661,.500 682,.]00 103,100 12 Tr:uufer /rom TRUNK SEWER CAPITAL RESERVE S,900,OOO 4,300,000 . , , . ,. InleftSllDc:onxFromOper.ations [1] 201,ZOO 206,700 17Q,900 12S,OOO 121,300 '''-000 15 InleftSlllll:(lJneFromRcstriC1edRcscrvcs [11 . . . , , . 16 Total Oper-nine Rcvenucs Availabl~ 21,rn,OOO 30,440,800 21,114,800 31,68",200 33,732,800 3S,90I,OOO Revean Req_irnM_b: 17 Opa-atiQJI:ond.Mamtc:nana:ExpcJSC 26,119,.300 V,436,.5OO 28,222,800 29,103,SOO 30,2.:51,100 31,083,600 16 Tran$fer to REPUCEMENT FUND 601,300 1,14S,OOO 1,803,100 1,861,600 1,920,200 1,911,700 19 Tran$fcr 10 STORM DRAIN FUND 60&,300 620,000 640,700 661,SOO 612,.300 103,100 2. Transfcr Oul 10 Other Funds . . . . . , 21 Bad Debt Write~rr5 300,000 300,000 300,000 300,000 300,000 300,000 22 RourineCapitalQQday 103,000 100,000 100,000 100,000 100,000 100,000 2J Total Revl:llue Rcqu.in:mmts V,798,900 30,201,.500 31,066,600 32,026,600 33,260,600 :M,I6S,4oo 24 NaOpcratinlFunds Av:Ulable 74,100 239,300 (2,281,800) (342,400) 472,200 1,742,600 2S Beginninl OpenUnI Fund Balanc~ S,7I1,400 S,7It5,.500 6,024,800 3,143,000 3,400,600 3,172,100 26 Clll'Dulaliv~Oper.atjnIFlllldBalancc: - 3,400,600 5,61S,400 S,785..500 6,024,800 3,743,000 3,172.800 27 Minimum Desired Balano;e [2} 6,.544,100 6,1S9,100 1,OSS,700 7,27S,9OO 7,.564,SOO 1,nO,9oo [1} Estimatcdb2;cd on 3_5% mlC'Ut r:ue. [2} Estimaledas !lOdays ofopcra1ion and rnainl~ apemc. 18 O:\USER\Boomhouwer\Chula VISta 2005 ReporIfm.doc: 10-33 ~~ Section 5 Cash Flow Analysis Figure 1 shows a graphical summary of the revenue under the proposed rates with revenue requirements. The figure indicates that revenue under the proposed rates is not sufficient to cover operation and maintenance and capital expenses for FY 04-05 through FY 05-06 and that transfers from the Trunk Sewer Capital Reserve Fund will be necessary. However, no transfers are anticipated in FY 06-07 through FY 09-10 once the Operating Fund becomes self-sufficient. ~-'---------------------_..__.. --~---,~ 30.0 . ~ 25.0 .!! '0 0 20.0 c ~ 15.0 :ii 10.0 5.0 0.0 COM 40.0 35.0 2005 2006 2007 2008 2009 2010 Fiscal Year __ City's Operating Expense c=J Transfers to Other Funds lS:Z:!J Metro/Spring Valley Costs ___ Rate Re\Elnue with increases Figure 1 Sewer Operating Fund Summary 19 O:IUSERlBoomhouwer\ChulaVlsla2005Rep:irtFiNII.doc 10-34 t I' ! , I' i I I i I, [ I I I CDM ~ Section 6 Cost of Service Analysis The cost of service analysis is a critical element in a rate study, The total revenue requirements net of revenue credits from miscellaneous sources, is by definition, the cost of providing service, This cost of service is then used as the basis to develop unit rates for the wastewater parameters and to allocate costs to the various user classes in proportion to the quantity of wastewater contributed and the strength of wastewater- In this study, FY 05-06 is referred to as the "test year", therefore, FY 05-06 revenue requirements are used in the cost allocation process, 6.1 Cost of Service to be Allocated The annual revenue requirements or costs of service to be recovered from charges for wastewater service consist of the elements of O&M expense and capital related costs, O&M expense includes cost directly related to the collection, treatment and disposal of wastewater, and maintenance of system facilities. Capital related costs represent routine capital outlays. The test year cost of service to be recovered from wastewater service charges is estimated at $23,240,600. As shown in Table 8, the total cost of service comprises net operating expenses of $23,021,000 and capital costs of $219,600. In detennining the annual cost of service revenues required from rates, revenues from other revenue sources, such as miscellaneous revenue and transfers from the Trunk Sewer Capital Reserve Fund, are deducted from the appropriate cost element. In addition, adjustments are made to account for cash balances. 20 O:\USERIBoornhouwer.Chula VISl3 2005 RepDI'lFinal.doc 10-35 ~o Section 6 Cost of SelVice Analysis TABLE 8 ALLQCA nON OF REVENUE REQUIREMENTS Test Year 2006 (1) (2) (3) Line Operating Capital and & ~ Other Costs I2!>! $ $ $ Total ReveDue RequircmtDb I Operation &. Maintenance Expense 27,436,500 27,436,500 2 Total Debt Service 0 0 3 Routine Capital Outlay 100,000 100,000 4 Bad Debt Write-offs 300,000 300,000 5 Tnnsfer to REPLACEMENT FUND 1,143,400 1,143,400 6 Transfer to STORM DRAIN FUND 620,000 620,000 7 Subtotal 28,356,500 1,243,400 29,599,900 Less Other OpentiDg Renaue 8 Other Revenues 328,500 328,500 9 Transfer from Trunk Sewer CapitaJ Reserve 4,300,000 4,300,000 10 Replacement Fee Revenue 1,143,400 1,143,400 11 Stonn Drain Revenue 620,000 620,000 12 Interest Income 206,700 206,700 13 Subtotal 5,455,200 1,143,400 6,598,600 Adjustmeats 14 Adjustment for Annual Cash Balance (119,700) (119,600) (239,300) 15 Adjustment to Annualize Rate Increase 0 0 16 Subtotal (119,700) (119,600) . (239,300) 17 Cost of Service to be Recovered from Rates 23,02 I ,000 219,600 23,240,600 6.2 Wastewater Parameters The total cost of sewer service is analyzed by system functions in order to equitably distnbute costs of service to the various classes of customers, For this analysis, sewer utility costs of service are assigned to three basic functional cost components (wastewater parameters) including volume related costs, strength related costs, and customer related costs. Functional cost components relate to services provided and not activities of the utility. Volume costs are those which vary directly with the quantity of wastewater contnbuted and include: . Capital costs related to the investment in the system facilities which are sized on the basis of wastewater volume, . O&M expense related to those facilities, and COM 21 O~\USE~VIM:l200SReoortFin;f.doc 10-36 . ,. " I l: l t [ r [ t [ [ l I CDM ~~ Section 6 Cost of Service Analysis · The expense of treatment chemicals and electric power associated with the volume of wastewater treated. Wastewater strength costs consist of the O&M expense and capital costs related to system facilities, which are designed principally on the basis of the quanl:ily of pollutants in the wastewater. Strength costs are further separated into COD and 55. Customer costs are those which tend to vary in proportion to the number of customers served. These include billing and collection expenses and general administration. The separation of costs of service into these principal components provides the means for further allocation of such costs to the various customer classes on the basis of their respective volume and customer requirements for service. 6.3 Allocation to Wastewater Parameters The allocation of O&M and capital costs to the wastewater parameters selected involves the following: · Identification of functional O&M and capital costs of the wastewater system · Determination of O&M and capital cost allocation percentages for the wastewater parameters O&M expense items are allocated directly to appropriate cost components, while the allocation of capital costs is based upon a detailed allocation of related capital investment. The separation of costs into functional components provides a means for distributing such costs to the various classes of customers on the basis of their respective responsibilities for each particular type of service. 6.3.1 Allocation of Capital Costs Capital costs include routine capital improvements. A reasonable method of assigning capital costs to functional components is to allocate such costs on the basis of the capital improvement projects. Capital projects are allocated to cost components on a design basis recognizing the principal function governing the design of the facilities which influence the majority of its costs. A reasonable method of assigning capital costs to functional components is to allocate such costs based upon the nature of the capital cost. For example, the pumping stations are allocated to the volume cost component because they are designed in relation to the average volume of wastewater flow; while the collection costs are allocated to the customer and volume parameters. Table 9 shows the allocation of the capital costs of $1,918,600. It is the basis for recovery of the test year 2006 net capital costs of $219,600. 22 O:\USERIBoomhoUWlll'\Cl'luQ Vi$t;l 2005 ReportFin<II_OOc 10-37 ~~ Section 6 Cost of Service Analysis TABLE 9 ALLOCATION OF CAPITAL INVESTMENTS TO FUNCTIONAL COST COMPONENTS Test Year 2006 (I) (2) (3) (4) (5) Stren!{tb Suspended Total Volume Q2Q ~ Customer Line 1 $ $ $ $ No. Cost Component 1 Collection 1,500,300 750,150 0 0 750,150 2 Pumping 318,300 318,300 0 0 0 3 General Plant 100,000 50,000 0 0 50,000 4 Total 1,918,600 1,118,450 0 0 800,150 5 Percent 58.3% 0.0% 0.0% 41.7% 6.3.2 Allocation of Operating Expense Projected net operating expense for the test year is allocated to cost components on the basis of an allocation of O&M expense as shown in Table 10. O&M expense for the test year is allocated to cost components in the same manner as capital costs, based on the design criteria of the plant facilities. The allocation of Metro costs is based on annual billing. TABLE 10 ALLOCATION OF OPERATION AND MAINTENANCE EXPENSE TO FUNCTIONAL COST COMPONENTS Test Year 2006 (I) (2) (3) (4) (5) SIreDl!:th Line roo" Suspended No. Cost Comoooent "-"'" Y<>Iwno = So1ids ClWmIlct $ $ $ $ $ WW Support Services 1 WW Opcr.ations Admin 230,100 0 0 0 230,100 2 WW Maintenance 5,818,400 4,363,800 0 0 1,454,600 3 Lift Station/Pool MainL 575,100 575,100 0 0 0 4 Sewer Billing and Collectiou 344,500 0 0 0 344,500 , Sewer Svc Expenditures 118,800 0 0 0 118,800 6 Sewer Svc Risk Management 48,500 0 0 0 48,300 7 Tnmsfer to Gencn1 Fund 2,041,400 0 0 0 2,041.400 8 Total ww Support Services 9,176,800 4,938,900 0 0 4.237.900 9 MclroCosl 17,553,400 9,347,102 4,243,066 3,963.232 0 10 Spring Valley Cost! 706,300 706,300 0 0 0 1l Total Operation & Maintenance 27,436,500 14,992.302 4,243,066 3,963,232 4,237,900 12 Percent 54.64~ 15.47~ 14.45~ 15.45~ COM 23 O:IUSE~ilVlsta2005Repo.FII'\iII.doc 10-38 l t l [ l I COM -~~:.~ Section 6 Cost of Service Analysis 6.4 Allocation of Cost to Customer Classes The total cost responsibility of each customer class may be estimated by distributing the cost of service allocated to functions in Tables 9 and 10 among the classes based on the respective service requirements of each class. The allocation of costs of service into the principal service requirement components (customer, volume and strength related) provides a means for further allocation of costs to the various customer classes on the basis of their respective volume and strength. 6.4.1 Customer Classifications For purposes of cost of service analysis and rate design, sewer customers are classified to reflect groups of customers with similar service requirements and who are served . at a similar average cost. Sewer customers are currently separated by the City into the following classes: . Single Family Residential . Multi-Family Residential . Mobile Homes . Cornrnercial- Low Strength . Cornrnercial- Medium Strength . Cornrnercial- High Strength . Special Users 6.4.2 Units of Service The determination of customer class responsibility for costs of service requires that each general customer class be allocated a portion of the volume, strength and customer costs of service according to its respective service requirements, and that all costs directly associated with a specific customer class be allocated to that class. The estimated test year service requirements or units of service for the various customer classes are shown in Table 11. Cost responsibility by customer class is based on each class' share of units of service. That is, if a class contributed one-third of the wastewater flow it will be assigned one-third of volume related costs. The same is done for strength-related costs and customer costs. Metered water and wastewater data for FY 03-04 was used to estimate customer usage by customer category and to balance total wastewater plant loadings. 24 O:\USE~Vista200!5Repor1flf1a1,dcc 10-39 ~'" Section 6 Cost of Service Analysis Estimates of the wastewater volume of each class are based upon water usage records and include an estimated return factor for water reaching the wastewater system. Estimated strengths and return factors used in the prior studies are shown in Table 12. The estimated total wastewater volume for test year 2006 is 8,777,100 hcf and includes billable flow to the proposed new single family cap of 20 hcf. Infiltration is not included. TABLE 11 ESI1MA TED UNITS OF SERVICE Test Ye:ar 2006 (1) (2) (3) (4) Stn:nlitth li.. Wastewater Suspeoded N""""'of No. Cwlomcr Clas.s Y2!l!m< = ~ ~ hel 1M lb. RtsideDtial 1 Si1Iglc Family 5,403,900 18,889,.500 5.56.5.700 44,294 2 Multi-Family 1,785.500 6,241.300 1,839.000 2.207 3 Mobile Homes 82.500 288,300 84,900 19 Noa-Resideatial 4 Commercial - Low 741.500 2,592,000 763,700 1,391 5 Commcrcial- Medium 119,700 747,000 261..soo 184 . Commercial - High 163,300 2,038.900 713,600 I7S 1 SpeciaJUsers 480,700 1,680,300 495.100 98 8 Total 8,777,100 32,477,300 9.723,500 48,368 TABLE 12 W ASTEW A TER CHARACTERISTICS Wastewater Strengths Customer Return COD TSS Classification Factor mg/L mg/L % Single Family Residential (I) 100 560 165 Multi-Family Residential 79 560 165 Mobile Homes 84 560 165 Commercial - Low 90 560 165 Commercial - Medium 90 1000 3SO Commercial - High 90 2000 700 Special Users (2) 90 560 165 (1) Winter period usage. (2) Average strength. COM 25 O:\USC~Vi$ta2005Repot1Fitadoc 10-40 t- ~ l [ l CDI\II t 4'"._......c ..."d'~ Section 6 Cost of Service Analysis 6.4.3 Unit Costs of Service Table 13 shows the development of the test year unit costs for each of the wastewater parameters. The test year net O&M expense is allocated to volume, COD, 55, and customer based on the O&M allocation percentage shown in Line 12 of Table 10. The test year capital expense is allocated to volume, COD, 55, and customer based on the capital cost allocation percentage derived in Line 5 of Table 9. The unit costs of service shown in Line 5 of Table 13 are developed by dividing Line 3 by Line 4. TABLE 13 DEVELOPMEIU OF UNIT COSTS TcstYear2006 (1) (2) (') (4) (S) L;", lf2, S~Klh '_d n..I YoiJ!m< = Iil!liJ!o - S S S S S 23,021,000 11,258,800 4,243,100 3,96],200 3,555,900 219,600 128,000 0 0 91,600 23,240,600 11,386.800 4,243,100 3,963,200 3,641,500 8,777,100 32,477,300 9,m,soo 54,522 hd" po~" ...... Eq.lDC!en 1.2973 0.1306 0.4076 66.9000 Net Operal:ing &pense CapiQICosts Total Cost ofSa-vice 4 Tolal Units ofScrv:ice S TotalUnitCostsorSctvice-SluniI 6.5 Customer Class Costs of Service The cost responsibility of each customer class is determined by applying the unit cost of service shown in Table 13 to the units of service estimated for a class (shown in Table 11). The cost of service allocated to each customer class is summarized in Table 14. 26 O:IUSER\BoomhclI-'CIU:a VI$t;I 2005 ReporIFlnaI.doc: 10-41 ~ Section 6 Cost of Service Analysis TABLKI4 ALLOCATION 0.. COSTS OF SERVICE TO CUSTOMER CLASSES TestYl:lU':zGOi (I) (l) (3) (4) (5) StRqth u.. 5_ 1!!>. T.... Volume COD Solicb C""""" S S S S S UiUlCoICofServiee 1.2973 0.1306 0.4076 ''''000 Raidndal SiDgJe F.mJy , Ullits 5,403,868 18,889.500 S.56S,700 44,294 , "",_s 14,711,100 7,010,900 2,468,500 2,268,400 2,963.300 Multi-Family . Umts 1,785,500 6,241,300 l,m,OOO 5.528 , "",_s 4,250,800 2,316.,300 815,100 149,600 "'.110O MobileHOUJe 6 UWlS 82,500 '''.300 S4"", 90 7 ""'_s 1".300 107,000 n,700 '4.600 6.000 ~raidealbl CoID:aercial.Low 8 Uaits 741,500 2.592.000 163,700 J,198 . ""'_s 1,825,700 961,900 ]38.500 311,300 214,000 Commcraal - Medium 10 UJtits 119,700 147,000 261.soo '30 11 Cost-S 333,800 155,300 ".600 106.600 29,300 eoaun.::m.I-Higb 12 \lllits 163.300 2,0311,900 713,600 420 13 Cost-S 79'1,700 211,800 266.300 290"'" 28,700 Spco;ialUsers I. Umb 4110,700 1.6110.300 495,100 544 IS Cost-S 1,081,200 623.600 219,400 201,800 36.400 16 Tol41C05lofSen~_$ 23.240,600 11.386,800 4,243,100 3,963,200 ],647,500 Table 15 shows a comparison of the cost of service for each customer class with revenue under existing rates, indicating the impact of cost of service allocation on each class. A 7.5 percent annualized increase in the level of sewer revenue is indicated to meet the projected revenue requirements for FY 05-06. The cost of service analysis ensures that the test year 2006 revenue requirement of $23,240,600 is met. The result of the cost of service analysis is very informative. Table 15 shows that most customers have been paying close to their fair share of cost of service. The table indicates that medium and high commercial and special user customers are currently being subsidized by the single and multi-family residential, mobile homes, and low strength commercial customers who have been paying slightly in excess of their allocated costs. CDM 27 O:'lllSERl8ocm~Vlsta2Oll5Repor1FlnoiI.doc 10-42 :1 " r t 1, I I I I. COM I TABLEtS COMPARISON OF ALLOCATED COSTS OF SERVICE wrm REVENUE UNDER EXISTING RATES Test Year 2006 (I) Line &. Total Cost of - $ Customer Class 1 2 3 Residential Single Family Multi-Family Mobile Homes Non-Residential Commercial - Low Commercial - Medium Commercial - High Special Users Total 1,825,100 388,800 1'T1,1oo 1,081,200 23,240,600 14,111,100 4,250,800 185,300 4 5 6 1 8 a;\USER\Boom~OlVI$la2005 ReponF"naI.dcc:: 10-43 ....~;:-':::. - Section 6 Cost of Service Analysis (2) (3) Revenue Indicated Under Revenue Existing lncrease Bal<> (Decre:!l~) $ % 13,836,600 632 3,961,600 1.14 111,400 8.11 1,180,400 2.54 330,100 11.18 101,100 12.12 825,400 30.99 21,619,200 1.S0 28 ~; Section 7 Rate Design In general, class cost of service allocations serve as a "guide" to the necessity for, and extent of, rate adjustments. Other considerations such as the change from previous rate levels, public reaction to rate changes, past local policies and practices, and local regulations may modify indicated cost of service adjustments. The end result of any rate adjustment process, however, should be rate schedules which are simple to apply, clearly understood, and as equitable to each customer class as possible. 7.1 Existing Sewer Rates The current sewer rate structure is comprised of varying monthly service charge based on meter size for multi-family residential, mobile homes, and non-residential sewer customers. Single family customers are currently charged based on a SIB-inch meter at $5.80 per month plus $1.40 a month for the Storm Drain and Replacement charges. Single family residential have a volume charge based on average winter water usage with a sewer cap of 15 hcf. Multi-family, mobile homes, and non-residential customers are charged a uniform volume rate based on 79, 84, and 90 percent of metered water usage, respectively. The uniform rates vary based on the type of customer. Special users have a volume charge that is based on 100 percent of metered wastewater flow. 7.2 Proposed Sewer Rates The cost of service analysis provides the basis for adjusting sewer service charges. The cost of service allocation study provides the unit costs of service used in the rate design process and gives a basis for determining whether resultant rates will recover costs of service from customer classes and provide the total level of revenue required. Table 16 presents the proposed rate schedule for FY 2006 through FY 2010. We recommend that the City raise the billable cap for single family customers to 20 hcf. The service charges shown in Table 16 include the existing Storm Drain Charge of $0.70 and the proposed Capital Facilities Charge of $1.97 for FY 2006 to 2010. For FY 2005 the Capital Facilities Charge was $0.70. COM 29 O:~tuaVl$la200SRllOOrIF""'iI.(Ioc: 10-44 t l l 1 I 1 COM [ ~ TABLE 16 PROPOSED RATE SCHEDULE FOR FISCAL YEARS 2006 THROUGH 2010 M,'" ~ => """" ""'" .... """"- Monthly Service CharRc (1) Simon'" $Imonlh Simon'" Slmoolh Simon'" 7.20 8.47 8.47 9.00 9.25 1.20 8.47 8.47 9.00 9.25 7.20 8.47 8.47 9.00 9.25 11.91 12.34 1234 13.22 13.64 23.68 22.00 22.00 23.77 24.60 37.80 33.60 33.60 36.43 37.76 70.75 60.67 60.67 6.5.97 68.41 70.75 99.34 99.34 108.17 112.34 117.82 196.00 196.00 213.67 222.00 235.50 312.00 312.00 340.27 353.60 Volume CharItC SlI"" $A"" $A"" SlI"" $A"" 1.99 2.16 2.3. 2.53 2.62 1.99 2.16 2.36 2.53 2..2 1.99 2.1. 2.3. 2.53 2..2 1.99 2.16 2.3. 2.53 2.62 2.42 3.00 3.22 3.38 3.47 4.02 471 4.94 5.12 5.23 1.64 2.16 2.3. 2.53 2.62 Single: Family Residential All Othen .518 3/4 1 11/2 2 3 4 . 8 Section 7 Rate Design 2lU!! $/moo'" 9.75 9.75 9.75 14.47 26.21 40.43 73.47 120.67 238.67 380.27 Residential Single Family Multi-Family Mobile Homes NOD~ResidentiaJ Commen::ial. Low CommeJrial - Medium Commercial. High SpecialUsm (1) locludes Ihe sewer replacement fee of $0.70 for FY 2005 and $1.97 for FY 2006 - 2010 and storm drain fee of $0.70. $A"" 2.70 2.70 2.70 2.70 3.55 5.33 2.70 Table 17 presents a summary of the revenue under the existing rates, cost of service and revenue under proposed rates for each customer class for test year 2006. The table shows that the proposed rate schedule will fairly recover the cost of providing sewer service from all of the customer class. O:\USE~tIliaVlst:l2005R8JIllr1Final.doe 10-45 30 ~~~ Section 7 Rate Design TABLE 17 COMPARISON OF CUSTOMER REVENUE UNDER PROPOSED RATES WITH TEST YEAR COST OF SERVICE Test Year 2006 (1) (2) (3) (4) Proposed Rates Estimated Test Year Revenue Revenue As. 2006 Under Under Pecent of . Line Cost of Existing Proposed Cost of No. Customer Class Service Rates Rates Service $ $ $ % Residential 1 Single Family 14.711.100 13.836.600 14.755,300 100.3 2 Multi-Family 4,250.800 3.967.600 4,241.400 99.8 3 Mobile Homes 185,300 171.400 184.400 99.5 Non.Residcntial 4 Commercial (L) 1.825.700 1.780.400 1.824.200 99.9 5 Commercial (M) 388.800 330.100 389.600 100.2 6 Commercial (H) 797.700 707.700 798.900 100.2 7 Special Users 1.081.200 825.400 1.076.100 99.5 8 Tollll 23.240.600 21.619.200 23,269.900 100.1 Adoption of the proposed rates would cause varying charge increases for certain users. Table 18 shows that the sample monthly bills for single family residential customers for FY 05-06 through FY 09-10. The proposed charges shown include the $0.70 Storm Drain Charge the proposed $1.97 Facilities Replacement Charge. Column 1 is the winter period water usage. The average customer uses about 10 hcf. Column 2 of Table 18 shows the monthly sewer bill for single family residential customers with usage ranging from zero to 20 hcf under existing rates. With the current cap set at15 hcf the column shows that usage levels above that quantity are not charged. Column 3 shows what the wastewater bill would be effective July 1, 2005 under the rates already adopted. The information in this column has been adjusted to reflect an increase in the billing cap from 15 hcf to 20 hcf. The fourth column indicates sewer bills based on adopted 2006 rates with adoption of the Facilities Replacement Charge increase to $1.97 from the current level of $0.70. Column 5 shows the charges under the rates proposed in this study. Comparing Column 5 to Columns 4 it can be seen that all charges under the rates proposed in this study would be lower than under the rates currently scheduled to go in effect assuming adoption of the $1.97 Facilities Replacement Charge. The reason for that is the lowering of the overall projected revenue increase from 9% to 7.5% and a more equitable distribution of costs between fixed charges and variable charges as well as customer classes. Columns 6 through 9 indicated single family residential typical bills for FY 2007 to FY2010. COM 31 O:IUSER\8oom~rua Vist:l2005 RepollFinOll.dGc: 10-46 ~-<" ~,;;~ --...,..--- Section 7 Rate Design TABLE 11 COMPARISON OF TYPICAL SINGLE FAMILY RESJDENTIALMONTHLY SEWER BILLS FY 2006 FY 2006 Adopted FY 2006 FY 2007 FY2008 FY 2009 FY2010 l. Ex.istinS Adopted IUIewi S1.97 ...""",,- Proposed ....""" "'op,"", Proposed li>ill .." Rate(l) Ibtcm -.ul l!.!!ti.ll l!.!!ti.ll !\alilll !\alilll hdlroo. , , , , , , , , .. 7.20 7.45 8.72 8.47 8.47 9.00 92' 9.75 I I 9.19 9.60 10.87 10.63 10.83 1l.S3 11.87 12.45 2 11.18 11.75 13.02 12.19 13.19 14.06 14.49 15.15 J 13.17 13.90 IS.17 14.95 1S.55 16.59 17.11 17.85 4 15.16 16.05 17.32 17.11 17.91 19.12 19.13 20.55 , 17.15 18.20 19.47 19.27 20.27 21.65 22JS 23.25 , 19.]4 20.J5 21.62 21.43 22.63 24.18 24.97 25.95 7 2L13 22~' 23.77 23~' 24.99 26.71 27.59 28.65 , 23.12 24.65 25.92 25.75 27.35 29.24 3021 JUS . 25.11 26.80 28.07 27.91 29.71 31.77 32.8] 34.05 I' 27.10 28.95 30.22 30.07 32.01 34.30 ]5.45 36.75 I 11 29.09 31.10 32.37 32.23 34.43 36.83 38.01 39.45 12 31.08 33.25 34.52 34.39 36.79 3936 40.69 42.IS \J 33.07 3S.40 36.67 36.55 39.IS 41.89 43.31 44.85 14 35.06 37.5S 38.82 38.71 41.51 44.42 4S.93 47.SS " 37.05 39.70 40.97 ".87 43.87 46.95 48.55 50.25 I' 37.05 41.85 43_12 43.03 46.23 49.48 51.17 52.95 I7 37.05 44.00 45.27 45.19 48.59 52.01 53.79 55.65 18 37.05 46.15 47.42 47.35 50.95 54.54 56.41 5835 \9 37.05 48.30 49.S7 49.51 53.31 57.07 59.03 6\.05 2. 37.05 50.45 51.72 51.67 55.67 59.60 61.65 63.75 (1) Assumes biDing cap is raised to 20 bet: Table 19 presents the distribution of single family residential customers by winter period usage level. The table clearly indicates winter period usage levels in Otay are higher than Springbrook or Montgomery. Finally, the total number of customers with winter period usage levels of 16, 17, 18, 19, or 20 hcf is 7,600. Those customers will be impacted by changing the cap to 20hcf from IShcf. I I I. I 1 COM 32 I a;\lJSER\lloomho~ChulaVista200SRepo.IFin:;ol.doc 10-47 ~".:.o_ Section 7 Rate Design Table 19 Distribution of Accounts by Winter Period Usage Level Winter Period Usaae Olav Monlaomerv Sprinabrook Total 0 145 111 256 1 544 94 237 875 2 319 110 530 959 3 518 134 686 1338 4 720 191 883 1794 5 965 212 1113 2290 6 1145 261 1191 2597 7 1338 248 1162 2748 8 4382 218 1093 5693 9 1602 234 968 2804 10 1623 193 843 2659 11 1558 156 712 2426 12 1415 108 600 2123 13 1414 116 468 1998 14 1185 74 351 1610 15 1033 64 308 1405 16 883 60 238 1181 17 778 44 200 1022 18 703 40 125 868 19 565 26 111 702 20 or greater 3123 116 588 3827 CD\II 33 O;IUSER\ElocrnlXl~VlstaZ005R8pcotFi~.dDc 10-48 u b.() cu ~ c u ~ ...a ctt ...... ::l (JJ 0 lL I Z Engineering Department 276 Fourth Avenue ChulaVista, CA 91910 CIlYQf CHUIA VISTA " .... c: t ""0 " ~ 0 '" .<= .. '" -5 ~ 2l ... c: ~ " llJ ~ 0.. ~ 'C U ""0 '" ~ " o t '" l- .!: " ~ ~ " ..!! 0 ""0 0 " -< 0 ... ... 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'5lJ-.D 6' or-- w.... 2: LU t;; >- Vl a: ~ Vl LU I I- u.J C) a: <C I U LU U ~ u.J Vl Vl LU ~ I- Z 1i! a: :J U ~ ~~llli3> ~I~ 8~ u ~~~ DRAFT ORDINANCE NO. ORDINANCE OF THE CITY OF CHULA VISTA AMENDING CHULA VISTA MUNICIPAL CODE SECTION 3.18.010 TO ESTABLISH A NEW AMOUNT FOR THE SEWERAGE FACILITIES REPLACEMENT COMPONENT OF THE SEWER SERVICE CHARGE AND ALLOWING THE CITY COUNCIL TO ESTABLISH SUCH AMOUNTS IN THE FUTURE BY COUNCIL RESOLUTION WHEREAS, on June 16, 1987, the City Council created a sewerage facilities replacement fund to pay the cost of refurbishment and/or replacement of structurally deficient sewerage facilities, including related evaluation, engineering, and utility modification costs; and WHEREAS, during Fiscal Year 2003, the City retained Post, Buckley, Schuh, & Jernigan, Inc. ("PBS&J") to analyze the sewer rehabilitation program and the sewer facilities replacement fee as components of the Update to the City's Wastewater Master Plan; and WHEREAS, based on the review of the available data, it was determined that the funding for the current sewer rehabilitation program was inadequate; and WHEREAS, a portion of the monthly sewer service charge is allocated to the sewerage facilities replacement fund, which funds the sewer rehabilitation program; and WHEREAS, to fully fund the rehabilitation program the allocation must be increased; and WHEREAS, setting the sewerage facilities replacement component of the sewer service charge is can be a cumbersome process because the component is set by ordinance while the sewer service charge is set by resolution. NOW, THEREFORE, the City Council of the City of Chula Vista does hereby ordain that: SECTION I. Section 3.18.010 of the Chula Vista Municipal Code is amended to read as follows: (Red lined text is deleted; underlined is added) 10-51 Ordinance No. Page 2 of 3 ~ DRAFT 3.18.010 Established - Disposition of revenue - Expenditures permitted. A There is established a fund to be designated as the "sewerage facilities replacement fund." B. The City Council shall set bv resolution or ordinance the amount to be deposited into the seweraqe facilities replacement fund. Anv monies deposited shall be derived from the revenue collected from the monthly sewer service charqe set forth in CVMC Section 13.14.110. The amount to be deposited may be a lump sum or a portion of each user's sewer service charoe.From the revenue derived from the monthly sewer ser/ice GhaFg8-set--foFtA-in-G~-d .11 CVMG,--th€-feUewffig-aFFlOO-fl-ts-sha--be Elef1OSiteEl-iA-te-suGA-sewerage--faGililies--ret*a~ 1. Domestic. For ooch single family dwolling unit servicod by a sepaFate-water-mateF; $0.70 per mont!:\-' 2. Domeetic. FOF-ether parcels of roal property ueed for demestic purposes and serviced by 0 water meter, an omount calculated at tJ:18--Fate-Bf-$Q,OO-j3€r-eaef1.-1 00 cu0i€-fe.at-of--wate-F-tl-sa~UGh I*fr-cel,-btJt--ifl....f1O-Gase-le-ss-!J:1aR---$lh7G-j3er-mOA-tA,--flOF-ffiOr-e-4J:1aA $0.70 per dwelling unit per month. d. COFflffleffii.a1--clHd I nduetrial. For promices used for other than Eiemosti{;'f)urf!0Sos,aA-amoun-t-Galcwate4-at-tAe-mto of $0000-j3€r oach 100 cubic feet of water usage by such premisee, but in no caso lees than $0.70 per month. C. Nothing herein shall be construed as superseding or conflicting with the existing sewer fund, sewer service revenue fund, or the trunk sewer capital reserve fund. D. The fund shall be used solely for the purpose of paying the cost of refurbishment and/or replacement, in connection with the CIP program and with council approval, of structurally deficient sewerage facilities, including related evaluation, engineering, and utility modification costs, unless the city council shall by four-fifths vote appropriate such funds for another purpose; provided, such purpose shall be for the construction, maintenance or operation of sewers or incidental thereto, including any charge for its collection. 10-52 Ordinance No. Page 3 of 3 ~~ DRAFT SECTION II. For the fiscal years 2006 (retroactively to July 1st) through 2010, the sewerage facilities replacement fund shall be funded according to the following table. USER CLASS MONTHLY AMOUNT Single-Family - A Flat Rate $1.97 Multi-Family - A Variable Rate per HCF* $0.11 Commercial - A Variable Rate per HCF* $0.11 *But in no case less than $1.97 per month ("HCF" means 1 00 cubic feet of water) In the future, amendments to this table may be made by resolution. SECTION III. This Ordinance shall take effect and be in full force on the thirtieth day from and after its adoption. Submitted by: Approved as to form by: Alex AI-Agha City Engineer 10-53 ::<'~~DRAFT RESOLUTION NO. 2005- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA AMENDING THE MASTER FEE SCHEDULE BY ADJUSTING AND INCREASING SEWER SERVICE CHARGES FOR EACH OF THE NEXT FIVE YEARS AND APPROVING THE TRANSFER OF FUNDS FROM THE TRUNK SEWER CAPITAL RESERVE FUND TO THE SEWER SERVICE REVENUE FUND WHEREAS, the sewer service fee is paid by all users who are connected to the City's wastewater collection system; and WHEREAS, revenues derived from this fee are used to fund the cost of wastewater treatment, system maintenance and operation; and WHEREAS, on July 22,2003, the City Council approved a new sewer service rate structure and a four-year rate plan for Fiscal Years 2004 through 2007; and WHEREAS, the new rate structure primarily changed the billing method for single- family residential users from a flat-fee structure to a consumption-based structure, utilizing the customers' winter water usage ("winter average") as the basis of the rate; and WHEREAS, after two years, staff has verified that the "winter average" method is an accurate technique to determine sewer service charges, but there were early indications that the rate structure was not meeting the program's revenue objectives/needs; and WHEREAS, the City retained a consultant, Camp Dresser McKee, Inc. ("CDM"), to analyze the situation and prepare a comprehensive rate study and rate structure for the City of Chula Vista ("Cost of Service and Rate Study for Sewer Services") which would reflect the estimated reasonable cost of providing services related to the Chula Vista sewerage system; and WHEREAS, based on the findings of the follow-up study, it was determined that, over the long term, the existing rates would not generate the revenues needed to meet the obligations of the sewer service-related funds (i.e. for wastewater treatment and system operation and maintenance); and WHEREAS, the adoption of the proposed sewer rate structure, set forth in Attachment A, will ensure that the City recovers sufficient revenues to meet projected sewer-related expenditures for Fiscal Years 2006 through 2010 - including reimbursements to the General Fund for the maintenance and operation of the City's sewer collection and treatment system; and WHEREAS, on May 17, 2005, the City Council approved Resolution 2005-161 declaring the City's intention to adjust and in some case increase sewer service charges and setting a public hearing on consideration of an increase in sewer services charges for July 12, 2005; and 10-54 ~;:;o_ DRAFT WHEREAS, the City Council held a public hearing on July 12, 2005 to consider an increase in sewer service charges, at which time the City Council opened the hearing and no member of the public requested to address the City Council; the public hearing was thereafter continued to Ju119, 2005 and the City Council considered all public protests; and WHEREAS, Attachment A contains a revised rate structure, which reflects actual consumption of its customers; and WHEREAS, the City Council has determined that the amount of the fee levied for sewer service does not exceed the estimated cost of providing the services as described in the Cost of Service and Rate Study for Sewer Services; and WHEREAS, the "Monthly Service Charge" shown on Attachment A includes a $0.70 storm drain fee, which is deposited into a separate fund, and will not be impacted by the proposed rate changes to the sewer service fees; and WHEREAS, the Trunk Sewer Capital Reserve, which was established in 1985, is funded through the collection of "capacity fees" from new connections to the City's sewer collection system; and WHEREAS, the fee pays for use the City's collection system and San Diego Metro (wastewater) capacity rights; and WHEREAS, with the demands of population growth, sewer capacity requirements continually increase and are being addressed by the City of San Diego's ongoing expansion of the Metro system; and WHEREAS, to fmance these new capital facilities, all system participants, including Chula Vista, incur a portion of the debt service, which is included armually in Chula Vista's payment to San Diego Metro; and WHEREAS, staff recommends a transfer of $4.3 million from the Trunk Sewer Capital Reserve Fund the Sewer Service Revenue Fund; and WHEREAS, the transfer of funds from the Trunk Sewer Capital Reserve Fund to the Sewer Service Revenue Fund is consistent with provisions of the Municipal Code that allows funds to be used for the construction or enlargement of sewer facilities to enhance or increase capacity. NOW, THEREFORE, BE IT RESOLVED the City Council of the City of Chula Vista does hereby overrule all oral and written protests and approves an amendment to sewer service charges schedule to adjust and increase the monthly sewer rates to the amounts specified in Attachment A, attached hereto and incorporated herein by reference. 10-55 ~~.~ DRAFT BE IT FURTHER RESOLVED, that the City Council approves the transfer of$4.3 million from the Trunk Sewer Capital Reserve Fund to the Sewer Service Revenue Fund as provided for in the Municipal Code. Presented by Approved as to form by Alex Al-Agha City Engineer .4//td- J:/attomey/reso/sewerlsewer service charges 2005.doc 10-56 -.., --~ ATTACHMENT A DRAFT NEW RATE SCHEDULE FOR FISCAL YEARS 2006 THROUGH 2010 2006 2007 2008 2009 2010 Meter Fixed Monthly Service Charge* Size $/month $/month $/month $/month $/month Single Family Residential 8.47 8.47 9.00 9.25 9.75 All Others 5/8 8.47 8.47 9.00 9.25 9.75 3/4 8.47 8.47 9.00 9.25** 9.75 I 12.34 12.34 13.22 13.64 14.47 11/2 22.00 22.00 23.77 24.60 26.27 2 33.60 33.60 36.43 37.76 40.43 3 60.67 60.67 65.97 68.47 73.47 4 99.34 99.34 108.17 112.34 120.67 6 196.00 196.00 213.67 222.00 238.67 8 312.00 312.00 340.27 353.60 380.27 Volume Charge $/hcf $/hcf $/hcf $/hcf $/hcf Residential Single Family 2.16 2.36 2.53 2.62 2.70 Multi-Family 2.16 2.36 2.53*** 2.62 2.70 Mobile Homes 2.16 2.36 2.53*** 2.62 2.70 Non-Residential Commercial - Low 2.16 2.36 2.53 2.62 2.70 Commercial - Medium 3.00 3.22 3.38 3.47 3.55 Commercial - High 4.71 4.94 5.12 5.23 5.33 Special Users Varies Varies Varies Varles Varies * Includes an unchanged $0.70 storm drain fee. ** Due to a typographical error, amount was $14.59 in public notice. 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N I I ~~ ~ C2 ~~ 01 J ~ ~ (CJ LD : ~~ C5 ~7 L{) o o (\j ~ ctJ a:: ~ ill S ill (fJ ~'~':,_"''''"''?::c COUNCIL AGENDA STATEMENT Item L Meeting Date 7/19/05 ITEM TITLE: Public Hearing to consider testimony for FY 2005/06 levy of assessments and collection against those assessments for City Open Space Districts 2 through 10, IS, 17,18,20,23,24,26,31 and 33, Bay Boulevard and Town Centre Maintenance Districts Resolution Levying the assessments and collectibles for Open Space Districts 2 through 10, IS, 17, 18,20,23,24,26,31 and 33, Bay Boulevard and Town Centre Maintenance Districts SUBMITTED BY: City Engineer ':J'f REVIEWED BY: City Manager # (4/5ths Vote: Yes_No-X) The City administers and maintains twenty-four (24) Open Space Districts that have been established over the last thirty years. The Districts provide a fmancing mechanism to maintain the public open space areas associated with each particular development. The levy of an annual assessment for FY 2005/06 will enable the City to collect sufficient funds to provide these ongoing services. RECOMMENDATION: That Council conduct the public hearing and adopt the resolution. BOARDS/COMMISSIONS: N/A DISCUSSION: Open Space Districts (OSD's) were established in conjunction with each particular development to ensure financing for the perpetual maintenance of common open space areas. OSD's provide a mechanism for the City to levy an annual assessment and collectible to cover the costs of maintenance associated with each OSD. Once City Council approves the annual collectible amount, it is sent to the County for inclusion on the tax bill. Each year Council must take two actions before levying the annual assessment. First, Council approves the Engineer's Report on Open Space Districts, declares its intention to levy the annual assessment, and sets the date and time for a public hearing. This action was taken on June 21, 2005. The second action is to conduct the public hearing, take and consider public testimony, and levy the annual assessment and set the amount to be collected against the assessment. Tonight's action is the second step in this process. Pursuant to state law and the Municipal Code, the City Engineer has prepared and ftled annual reports for all existing Open Space Districts that are included as Attachments 1 and 2 to this report. The annual reports allow Council to review the history of the Open Space Districts. The report includes information regarding: . the proposed budgets · funds remaining in the account 11-1 ....~~ Page 2, Item ~ Meeting Date 7/19/05 . the proposed assessment (based upon the prior year assessment plus an inflation factor) . the collectible (the amount needed from each property owner to provide sufficient funds for the following fiscal year's maintenance) Table 1 lists the names and locations of the Districts. Note that separate resolutions include action on OSD 2, 11, 14 and Eastlake Maintenance District No.1. Table 1. Open Space Districts Within the City of Chula Vista 2 3 4 5 6 7 8 9 10 11 14 15 17 18 20 23 24 26 31 33 Lark Haven Rancho Robinhood Units 1 & 2 Bonita Rid e South Ba Villas Hiilto Vista Zenith Units 2, 3, and 4 Rancho Robinhood Unit 3 EI Rancho del Re EI Rancho del Re 6, Casa del Re Hidden Vista Viila e Bonita Lon Can on Bonita Haciendas Bel Air Rid e Rancho del Sur Rancho del Re Ota Rio Business Park Can on View Homes Park Bonita T ele ra h Can on Estates Broadwa Business Home Villa e Eastlake Maintenance District No.1 Ba Boulevard Maintenance District Town Centre Maintenance District Improvements and Services South and East of Lorna Verde Park South of Allen School Lane Camino Elevado north of Ota Lakes Road North end of Crest Drive south of E Street Camino Vista Real north of Tele ra h Can on Road North & South of Palomar, east of 1-805 Surre Drive southwest of Ota Lakes Road Paseo del Re , north of T ele ra h Can on Road West of Paseo Ranchero H & J Streets East H Street, east of 1.805 North of East H Street - Ota Lakes Road & Corral Can on Road Can on Drive, east of Ota Lakes Road Northeast of Paseo Ladera & East J Street East end of East Na les Street North of East H Street, west of Ota Lakes Road West of Herita elOta Valle Road, south of Ota Rio Road Rut ers Avenue, south of East H Street West of the intersection of E Street & Bonita Road North of Ota Lakes Road, west of SR-125 West side of Broadwa - J & K Streets Eastlake 1, Eastlake Greens, Salt Creek 1, OTC, Telegraph Canyon Channel Ba Boulevard - E & F Streets Third Avenue - E & G Streets The facilities and items to be maintained by the Open Space Districts consists in general of the following: 1. Irrigation 2. Fertilization 3. Aerification 4. Pest control 5. Insect infestation control 6. Removal of weeds, trash and litter 7. Removal of noxious plant materials 8. Trail maintenance 9. Public walkway cleaning 10. Low flow and brow channel maintenance 11. Weed abatement 12. Pond equipment and maintenance 13. Pedestrian light maintenance 14. Signage within trails/canyons 15. Pruning of trees and shrubs 16. Replacement of dead or diseased plant material 17. Repair of irrigation equipment 18. Irrigation equipment upgrades 19. Brush clearance 20. Encroachment trims 21. Fencing maintenance 11-2 4..:1'Q'-= Page 3, Item ~ Meeting Date 7/19/05 Assessments & Collectibles The City of Chula Vista Municipal Code makes the distinction between the assessment and the amount that the City may collect against the assessment (i.e., the collectible). The assessments for FY 2005/06 are proposed at the FY 2004/05 amounts adjusted by the inflation factor of 3.65% pursuant to the Municipal Code. (The inflation factor is based upon the lower of two separate, published inflation factors.) In the mid 1990' s (and for all Open Space Districts established after that date), Council approved the assessments with an inflation factor. Since that .date, Council may annually increase the assessment by this inflation factor without this increase being subject to a protest vote. The collectible, on the other hand, is the amount to be actually collected from the property owner and is equal to or lower than the proposed assessment. As detailed in Attachment 2, the collectible is based on the budget, the reserve requirement, savings and fund balances, earned interest, and prior years' savings. 11-3 .....":",:=:~ --'- Page 4, Item ~ Meeting Date 7/19/05 The proposed assessments and collectibles for FY 2005/06 are as follows: Table 2. Historical and Proposed FY 2005/06 Assessments/Collectibles Open Space District or Zone '. _ .__g__.. ._____ L__46,~1; $ .4Z,!l.!!.L_49.73 ~____..'I.Z,Q.Q ~ ..__49.99L___~,QQ__ 4% l_J_~,gQI,QQ_ ...__._.___3___. ___1__1.?!~!LL~g8~41;.L .3.4.9:4_'LL.3g.l!:.Q9__ L.34D~.Q9 t___!g,Q.o_ .__.__i'l::"-.__..1__4..3.,I8D.99... ____-.4____.____ $___:3.39.46 _It__:346.93__ ~__....3.1;9.!!!_ $__:3.28.0.0._ L.3?6.()Q_~__g13~QQ. _~~.____ ~_1~76Q,DD_ ____._.E..___._ L_:3:31.D2_.L 338,.3Q L35<l.cl?5 $_ 289..Q(). $ 290...00.. 1__ 1.DQ _._m___. $ 35~~D.D9... _.__.__._.____L_____ _t16.3,6!. ~_J~?~~!!._ ~_.JZ..3:4.9.. L__9~..QQ.~__JJ.3.,Q9_L_.17.0Q._J!l!0___ .L!l!,3D6,QQ_ _._._._.L______._ .L_!L4.3?_. L_!!l?,13?..LJ21.14_ $ _J.L6.DD .$ 120..0.0. $____4:0.0. _._..:3"1"-____. iL.12,48Q,Q_D _ _ __ .__!l_______._ $_~22..39__ $_.~3i3_,!!.ll_. .1. ..!i~,.3L Li5?..QQ_ $....!i99.DQ_ $____5~QQ_._!g!"-___ L5?Jl.l!Q.DD.. ______._L__.__... L!1!!.Q.L$___!?J..3L L.!!i6.83..Lm,DO LJ_5~,9.!L$____4,DD_..2% __ $_Ell,!il19,QQ_ .___.______IQ_._____ L__9.!l~1l!. L.LD?:.!_! L_19~.ll.3 L lD?D9.. L195.Q9_ L__.3.DD. ___:3,,/0___ ~_.Jl!l, 128'131;_ _._.___.___.1!i__. _ ._..._... $._.31J.,139. 1__.3!13:/3/3$._:3.3Q,~~ ~__ 3gQ.,QQ_ $__g,6_2.D_D_ LJ!j/3,Q.Dl .______ LL1Jl34.DQ_ __.___._1.L._____ .L..!'!!l~g?_L!!i2,E.3. ~._..L5Jl..JQ_ $.__!!.6.DD $__.!9g,QQ__ $___~,9Q. $ ._~!?1l2.QQ. ____._____J_L.___...__ $ 352.69 $ 360..45 $ 373.61 $ 30.5.00 $ 253.0.0. $ 52.00 $110,055.0.0. ._...___..___2.<1. _.. ___. Q'!~J.:-'~e~ilJi,!g.!l.a.sln_. $_.__/;.4,1;1. $ .._~;7:L 1_ __51:7_1 1_ ._.. ./3.,QQ. $....34:.011. L ._.213,Q9..1?,g'l::"-_.. .$.?~~J.g_ .0,!e_2__:-"li~.~,!y'on._ L.__.1.1_4 .$.. .1.g3 1.____1,:3_8_.. .$.. _ _ig.o_ $_~~!UL _(l,t!! ___. .4Yo_. __. .$.lZc3.1~.Q13. '!'!~.3.....H.~t9!L.._._._.._..L..1;,!lQ. _$ _..J1.Q3. L._.6,.~_L.~().o .$. _.._/3,QD_l._.9,1.!!. ...1J!,,{0_ .... $__~,.!!131-!l1.. Q'!e4_.13~si'!~.c:e'!~er$_ _.2J.'.95_ $ 22.43 $ _ . ?3.'?? L _?~,()D_ $ . .J~3-,-~D_ .L. _.l.:~O_. _ 5% $ _13(l,_3.78.D9. il'!~./;_'~~~J___. t ..3:31,1IL$_ .3.38,47_$ .3?Q.'.!lLL3..3.8,QDL:31?~QD_ $ .__4,QD_!~._ 16jM9D~DD. Qne!l:~P~II_ $. .~51.47__. $. 260._.07. $. 2.69,56L1136:()D L113D:Q() $ _.l6.QO) -3% $lQ3,!76,D() O!1e.Z_~..SI'A.lIL... _. L1.57:()8$ 160..1;4.$1./36,10 $.16_D.()D. $lElEl.()9.~. 6.00 5% $ 19?,:347.14._ <JIl~8-N..lJ<lsiltingBasin $ 36.21 $ 37.01 $38..36 $. :32.0.0._$ .3.7.50.$ 5.50. 18% $ 4,455:75 <JIle~' Te) Cyn Channel ~_. 28,75 $ 29.38. $ 30..45 $ 29.00 $ 30..0.0. $ 1.00 2% $..1,/;73,.80.. ____~:_1:__-_ .__::_.~;:~.t :. :~:::_ L_E~~:: I:~;::J:.i:;:~LLl~:.:l._J~_.: L~i;~~ 31 $ 489.9.0 $ 50.0..68 $ _518.95$. 351.00 .~. 270..0.0. $ (81.00) -23% $ 92,880..0.0. $ $ $ $ -.. . .m. u33 $1,210.73$1,237.36 $1,282:52 _ 0.% .~l!Y_B.o~l.eYllr<j(2)_ $2,80.5.58 $2,867.30. $2,971.96 $.IlD8.Q.o $2,424.0.0. $1,516.00. lEl6_~.... $ 15,489.36 -.-.. -... -.. --- -- - - u$ S'-- $----.- $..__u_ Town Centre('1 $ 0..10. $ 0..10. $ 0..11 0.% Total $1754 461.2 111 Assessment may be set at or below this amount without being subject to a vote and majority protest. 121 Bay Boulevard rates are based on acres. ~I Town Centre rates based on parcel squere foctege since FY 2001/2002. 11-4 ~;~- " Page 5, Item L Meeting Date 7/19/05 Budgets In general, most expenditure budgets have increased due to projected water rate increases and adjustments to City staff service costs as a result of cost of living increases. For several districts (OSDs 2, 3, 7, 9,10, and 20) expenditures will exceed the amount of revenue that can be generated by the proposed assessment. In most instances, the availability of sufficient reserves for these districts will ensure that the City will provide the required maintenance during FY 2005/06. For these districts, it is recommended that staff monitor the budget process during the next budget cycle to ensure Council is able to continue to collect sufficient funds for the proposed maintenance. Eventually, budgeted expenditures for maintenance of these districts will need to be reduced or the property owners will have to approve, by ballot, an increase in their assessments to cover expenditures. Table 3 outlines the recommended reserve amount for each district, and compares the district's expenditure budget with the maximum assessment for the district. Reserves While staff recommends using savings from prior years when necessary to supplement collections, it is important to note that staff also strives to maintain at least a 50% reserve. The Municipal Code allows reserves between 50%-100%. A minimum of 50% reserve is needed to provide the funds to pay for costs during the fust six months of the fiscal year before the collectibles have been paid via the first installment of the tax bill. Reserves in excess of 50% are used, in part, to maintain as stable a collectible as practicable while retaining sufficient funds to offset future anticipated increases. Reserves also allow the City to return excess funds to property owners in the form of a lower collectible. Other District Issues Four other districts of special note - Open Space Districts 20 and 33, Bay Boulevard, and Town Centre- are discussed below. OSD 20: Established in 1989, Rancho del Rey is a phased development of three Sectional Planning Areas (SPAs). The district was created to encompass all three areas with the understanding that the open space improvements would be constructed in phases. Because this is a large district and not all of the items to be maintained have a benefit to the entire district, OSD 20 is made up of several zones (see Table 2). Every property within the district is in more than one zone. OSD 20 Typical Combined Assessment (FY2005/06) SPA f(Zones 1 or 8,2,3, & 5) $192 SPA IT (Zones 1 or 8, 2, 3, & 6) $226 SPA illlZones 1 or 9, 3, & 7) $203 Business Centre (Zones 1,2,3, & 4) $57 .Industrial r;;;;:;:- acre) $882 Staff recommends that the assessment remain the same as FY 2004/05 plus the inflation factor of 3.65%. For Zone I and Zones 3-9, staff recommends collecting an amount equal to orless than the assessment. For 11-5 <,~~ Page 6, Item ~ Meeting Date 7/19/05 these zones, the reserves range from 0% to 100%. For Zone 2 (Rice Canyon Recreation area), collecting the full assessment amount is not sufficient to cover the maintenance and there are not sufficient reserves to cover the cost of next year's estimated maintenance. In the past, the budget needs for Zone 2 have been met with surplus funds; however, there are no longer sufficient funds to offset the entire shortfall. Therefore, staff will need to reduce the budget, and possibly reduce services, during the next budget cycle. Alternatively, property owners would need to approve an increase in their assessment by majority vote in order to cover the proposed service costs. The shortfall of funds is approximately $16,860.00 for FY 2005/06. The proposed FY 2005/06 budget for Zone 2 is $34,219.49 and the maximum revenue generated from Zone 2 assessments is $17,359.49. OSD 33: Open Space District 33, Broadway Business Homes, was formed several years ago in anticipation of development of the parcel. The project has not progressed and consequently there is no maintenance required. Each year staff recommends adjusting the assessment by the inflation factor and not collecting money against that assessment. Should the project develop in the future, staff would recommend collecting money for maintenance. Bav Boulevard LandscaDimr & Liehtine District: The Bay Boulevard District was originally established in 1982 to maintain street lighting and landscaping improvements installed that year on Bay Boulevard. In response to Proposition 218, which took effect on July 1, 1997, the City prepared an Engineer's Report and conducted an assessment ballot procedure. On July 27,1999, a Public Hearing was held on the matter of the proposed assessment. Per Resolution 19552, no majority protest was found to exist in the district and the annual levy of assessments was authorized. The FY 99/00 assessment was set at $1,441.38 per acre. There were sufficient savings in the district at that time to set the collectible for that year at only $521 per acre. In the subsequent years, staff applied the authorized inflation factor to the original collectible rate, rather than the approved assessment rate for the district. As previously discussed, the City of Chula Vista Municipal Code makes the distinction between the assessment and the amount that the City may collect against the assessment (i.e., the collectible). Council may annually increase the assessment by an inflation factor without this increase being subject to a protest vote. The collectible, on the other hand, is the amount to be actually collected from the property owner and is equal to or lower than the proposed assessment. This collectible is based on the budget, the reserve requirement, savings and fund balances, eamed interest, and prior years' savings. As a result, the district has shown a decline in reserves over the last several years, and the collectible has failed to keep pace with budgeted expenditures for the district. This year's proposed assessment rate of $2,971.76 for the Bay Boulevard District corrects this error. This action brings the district's assessment in line with the actual amount approved by the property owners in 1999, increased by the annual Municipal Code authorized inflation factors, and is therefore not subject to a majority protest. Town Center LMD: A Downtown Property and Business Improvement District (PBID) replaced Town Centre Landscape Maintenance District (LMD) in 2001. At that time, it was anticipated that the Town Centre LMD would be dissolved. However, the City determined that there was some potential long-term exposure for the City based on the remote possibility that the current PBID might not receive sufficient support for re-approval in 2006 for its next five-year period. Should the PBID not be re-approved, and if the 11-6 Page 7, Item -.1L- Meeting Date 7/19/05 Town Centre LMD were dissolved, there would no longer be a funding mechanism for downtown landscape maintenance. Based on this possibility, the Town Centre LMD is kept open as a "ghost" district. This means that the City will set the maximum assessment amount for the District on an annual basis, even though property owners will not be billed any sum on the tax roll. Should the PBID not be re-approved, the Town Centre LMD will be in place and provide the necessary funding mechanism for downtown landscape maintenance. The assessment amount for FY 2005/06 is $0.106108 per square foot (based on the last approved assessment of $0.102372 per square foot of parcel area plus an inflation factor 00.65%). Table 3. Historical and Proposed FY 2005/06 Expenditure Budget/Reserve Budget Open Space District or Zone Expenditure Budget Reserve Budget (00) ~rl ~: ~,"' ',,~:~ ";; "~ t~~; ,/ru;" 1," _.' I " : ',_.1 __1~ '~ ." ,;. 1 ' "~, ," 1 ," " i':' " _,~ '" ",,,-, "'1,' .th "~, ~"'. ,~,' ,~~ '" J ~ . I . , ,_ _~ _, .?_..u .. __ _ __... _ _ _ __ .____ . .um_L._ 00_.1 u.____ ..__.._._____.__.__... .. . _.3.__ Woo L_ 43.~3p:?3 L.51-'~Z:1!L.tL--.(8,0!!.~?l ._~y<._.??"{o...~.~~~.~. -.. ...t. .~... _t. ..~~;~ii~~-. !~. ~t!~}~ttl.~J~;t~:~!~ .~~~t. _--ii~~. ..28:7.0.. .7...$ 1.2,!i.98.12 t .1~,??().QO .1 ~.(111J.:l:8!l?!i"'_:0.. 62% -13% m.._"L... 16(),870:~2. ~.54,4.1.~,()()_L.EL'!52.t!? ..~~"'_:~.. 69%1.o/~__ 9 ~. 60,22?65~. .7.2,?:49,93I L.(!?,.()?7,?~)51'}'0 44% 10 L 69,678,56 $ 72,157,64 ~.. . (?,..7?,Q~1 ]Q"!o. 68% 15 $ 18,826.57 $ . 18,027.52 . $ ?~~.O~. .~4% 100% .17 . $ 7,?72,64 $. 4,?~1.92 ~. .?,~~Q.7.2 !i8."'_:0 .80";'0. 18 . $ 162,518.43 ~ 113,152.92 $ 49,365.51 70% 100% 20 one 1 - Desilting Basin. .o~e2 - Bice.c:anyon .. one 3 - H Street one 4 - Business Center one 5 - SPA I one 6 - SPA II one 7 - SPA III one 8 -- N Desilting Basin. one 9 -- Tel GynChannel 22 24 26 31 33 Bay Boulevard Town Centre Tota Avera $ 50,934.31 .. t.17,359,49 $38,422.40 $ 60,504.73 $~29,729.36 $ 154,513.26 $ .195,817.51 $ 4,558.04 $1,597.53 $ 46,,366.71 $ . 25,(103.78 $ 9,545.11 . $ 178,519,67 $ 46,170.85 $ 18,990.82 $ 54 392.37 $ 2,127,015.76 $ 75964.85 $ $ ~ $ $ $ If $ $ $ $ $ $ $ $ $ 1,891,219.85 $ 67543.57 10,472.00. $ 40,462.31 .?:4,?1~.4~ ..$.(16!~6~,0~) 36,823,00 $. 1,599.40 .. 76,229.56 $ (15,724.83) 616,?39.00 ~ 13,:490.36. 112,359.00 $ 42,154,26 260,819.00 ~ . (65,001.49) 4,532.85 $ 25.19 2,323,00 . $ (725.47) 40,418.96$ 5,947.75 23,663.68 $1,940,10 8,123.00~ .1,422.11 111,.209.80 $ 67,309,87. $ 46,170.85 13,510.00 $ 5,480,82 $ 54 392.37 $ 235,795.91 $ 8421.2 11-7 50% O"{O. 80% 51% 75% 83% 50% 50% 50% 39% 66% 95% 82% 0% 88% 0% 64.6% 50% 0% 80% 52% 92% 100% 36% 75% 82% 80% 100% 100% 100% 0% 50% 0% 71.4% 0% 0% 0% 1% 17% 17% -14% 25% 32% 41% 34% 5% 18% 0% -38% 0% 6.8% ....,.<;'~~ Page 8, Item JL. Meeting Date 7/19/05 Notice The public hearings were noticed pursuant to Government Code 6061, which requires that notice be published in a newspaper of general circulation at least 10 days before the public hearing. Plans, specifications, and assessment rolls are on file in the General Services office. Resolution Approval of the resolution approves the levy of assessments and collectibles as recommended. FISCAL IMPACT: The full cost of providing maintenance services in these districts totals $1,891.219.73. This entire amount is recovered through the OSD collectible and reserves, as detailed on the District Cost Summary worksheets (Attachment 2), resulting in no net impact to the General Fund. Attachments: 1. District Maps 2. Cost Summaries 3. OSD 20 Amortized Costs 1:\EngineerlAGENDA\CAS2005\7-19-05\OSD Main PH.... FY0506.doc 11-8 ~- _ _-0.--- ^ 'v'M33H:3 909:L~~._ --- ~1jh~ ~11llS ag c: ! ~ ~ ... .3 ~ =#: 'toa U 1: 'toa fI) .W ~ EEl EEl " EEl ~ (ts ~ ~ % ~ f~~ _"_A_ -. .---' \ ~- -_... - - - .-.- 'J. I .--.-- ._-. . / I I I - n 11111 , - ~l rl . I, .... !z w :E :I: o. ~ ffi~ 15-- z ::E ~ ~ .... ~ c w W ~ g ~ ~ ~~lla> ~Il!li sg is ~ "'t .:l ... tS 'tS o o ~ c: ... 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'~' '~'\ \ \,-- ~------- \ . ~\~, , '\~""""\ '- \ "'-, ,....... \~.\~ \,~'. .:.-----... . \-----~, ' ,.~'.----:- ,..\GQV, \ c...-- \ I " ( , , -- , --- r' ----, ..' .,--------\ ,'~-"'-. \-------\ , \'':--------\ . ... , .:--------... . \ . , \' , '-- ;.-;---- ,..- .. \ \\ \ \ '\ \ " \ \.----- \\ \~ '-- '::,\ -, "" t;; ~~III~> ~Ili::s~ u -w fJ 1i II) - ~ ~ fJ ;:: t:S ;:: ~ ;:: - ~ ~ -w ;:: ~ u Li.i ...J f- i= ;:: ;s ~ " <i u (t~ Z cii W f- a z ::;: ~ ~ 0 <C :;; ~ OJ 0 w 0:.. <( ill "- ~ w 0:: 0 "- ATTACHMENT 2- CITY OF CHULA VISTA aSD 2 (Lark Haven) 2005/06 Fiscal Year District Cost Summary . . Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) Equivalent Dwelling Units (EDU's) Collectible/EDU Percent change from prior year $0.00 228.00 0.00 2,874.00 1,110.00 3,125.00 4,599.84 337.00 380.00 0.00 400.00 790.00 0.00 0.00 119.00 0.00 0.00 $13,962.84 $0.00 $ .00 228.00 224.00 0.00 0.00 2,874.00 2,777.00 1,110.00 1,110.00 2,962.00 1,825.00 4,632.00 4,632.00 337.00 337.00 380.00 380.00 0.00 0.00 400.00 400.00 40.00 40.00 0.00 0.00 0.00 0.00 122.00 121.00 0.00 0.00 0.00 0.00 $13,085.00 $11,846.00 $10,468.00 $9,476.80 80% 80% 0.00 0.00 11.844.00 10.136.00 $11,709.00 $11,186.80 249.00 249.00 $47.02 $44.93 5% -2% $7,958.82 57% 0.00 9 724.87 $12,196.79 249.00 $48.98 4% Qq14egQTl$!lil'ig~liiU\$ronllijllti Revenue from even dollar payment ASSESSMEN1\)):'."................ . ..n..............................,_,. Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-29 '""::::l;:"'f= CITY OF CHULA VISTA aSD 3 (Rancho Robinhood Units 1 & 2) 2005/06 Fiscal Year District Cost Summary Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) Equivalent Dwelling Units (EDU's) Collectible/EDU Percent change from prior year $0.00 $0.00 $ .00 835.00 835.00 821.00 1,400.00 1,400.00 1,400.00 16,080.00 16,080.00 15,536.00 490.00 490.00 490.00 9,068.00 8,595.00 7,065.00 18,380.10 16,265.00 16,265.00 207.00 207.00 207.00 800.00 800.00 800.00 0.00 0.00 0.00 2,400.00 2,400.00 2,400.00 1,150.00 400.00 400.00 0.00 0.00 0.00 0.00 0.00 0.00 437.00 472.00 469.00 0.00 0.00 0.00 0.00 0.00 0.00 $51,247.10 $47,944.00 $45,853.00 $11,274.36 $16,300.96 $23,385.03 22% 34% 51% 0.00 0.00 0.00 19.193.11 22.496.00 31.213.00 $43,328.35 $41,748.96 $38,025.03 127.00 127.00 127.00 $341.17 $328.73 $299.41 4% 10% 0% qQ!44gQTIQ4e+\!ii!\!iil$lm!PA!!~ii(......... Revenue from even dollar payment ASS. .E. SS. ..M. E..NIl.,. i.i??".,,(...,......... . .... ............ ........ Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 200512006 = 3.65% 11-30 ....~,,''''- CITY OF CHULA VISTA OSD 4 (Bonita Ridge) 2005/06 Fiscal Year District Cost Summary Description 2006106 Amount 2004105 Ail10um 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 1,621.00 1,400.00 16,357.00 210.00 12,759.00 33,275.96 1,103.00 800.00 0.00 2,400.00 1,350.00 0.00 0.00 629.00 0.00 0.00 $71,904.96 $0.00 1,621.00 1,400.00 16,357.00 210.00 12,094.00 32,060.00 1,103.00 800.00 0.00 2,400.00 600.00 0.00 0.00 690.00 0.00 0.00 $69,335.00 $0.00 1,593.00 1,400.00 15,804.00 210.00 10,320.00 32,060.00 1,103.00 800.00 0.00 2,400.00 600.00 0.00 0.00 685.00 0.00 0.00 $66,975.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $55,366.82 77% 0.00 52 386.50 $74,885.28 $48,534.50 70% 0.00 48.922.00 $68,947.50 $32,817.75 49% 0.00 28 971.00 $70,821.75 Equivalent Dwelling Units (EDU's) 210.00 210.00 210.00 Collectible/EDU Percent change from prior year $356.60 9% $328.32 -3% $337.25 5% PQI,;!.i!1;PTIQP!1;8.liil!gij$ I!mgqfil Revenue from even dollar payment ASSE.SSMENT...\\........./............................ .........................-.............. Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-31 ""'~:r'" CITY OF CHULA VISTA OSD 5 (Southbay Villas) 2005/06 Fiscal Year District Cost Summary . . Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 245.00 280.00 11,817.00 860.00 7,231.00 11,537.64 947.00 800.00 0.00 1,200.00 870.00 0.00 0.00 336.00 0.00 0.00 $36,123.64 $0.00 245.00 280.00 11,817.00 860.00 6,854.00 13,673.00 947.00 800.00 0.00 1,200.00 120.00 0.00 0.00 364.00 0.00 0.00 $37,160.00 $ .00 241.00 280.00 11,417.00 860.00 5,446.00 13,673.00 947.00 800.00 0.00 1,200.00 120.00 0.00 0.00 362.00 0.00 0.00 $35,346.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $34,678.69 96% 0.00 35 335.29 $35,467.04 $27,498.40 74% 0.00 29.395.00 $35,263.40 $22,267.98 63% 0.00 22.574.00 $35,039.98 Equivalent Dwelling Units (EDU's) 122.00 122.00 122.00 Collectible/EDU Percent change from prior year $290.71 1% $289.04 1% $287.21 1% QQllPgQT!$ggfi!lil!ll$~i'lq!!(i Revenue from even dollar payment AS. S. E. ..S. S. M. E.N.rei .............................. Assessment with CPI (4) ................ .. ......$~.............. ..'.'.......'..-..-............... .. --. ....---..--.--........--................. .... .I'I)')")"':,')'I)".)')','I),),),. .'.~lMl!!': $35,258.00 ..................... ......$.33.8.3.0.. .'........,..-...'-.,.-......-........-...............,........... ..... .... ............,.,.,........,--,....-- - - .. .. ;;:':;::':';::;':;":;:"::':;=':;:;:;:;';:;::';:::::;,:;:/::,:;:....:,..:......K,..:,../ $350.65 (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve. Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-32 ~< >?;;'~ CITY OF CHULA VISTA aSD 6 (Hilltop Vista) 2005/06 Fiscal Year District Cost Summary DescriptiQn 2005106 AmQunt 211041115 Amount 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 313.00 280.00 6,246.00 240.00 4,068.00 5,288.04 311.00 780.00 0.00 400.00 870.00 0.00 0.00 175.00 0.00 0.00 $18,971.04 $0.00 313.00 280.00 6,246.00 240.00 3,856.00 5,938.00 311.00 780.00 0.00 400.00 120.00 0.00 0.00 178.00 0.00 0.00 $18,662.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $16,125.38 85% 0.00 16.727.57 $18,368.85 $14,369.74 77% 0.00 17541.00 $15,490.74 $0.00 308.00 280.00 6,035.00 240.00 2,657.00 5,938.00 311.00 780.00 0.00 400.00 120.00 0.00 0.00 176.00 0.00 0.00 $17,245.00 $13,278.65 77% 0.00 12667.00 $17,856.65 Equivalent Dwelling Units (EDU's) 162.00 162.00 162.00 Collectible/EDU Percent change from prior year $113.39 19% $95.62 -13% $110.23 0% QQ!l;I$e:9ifIQJ;;EHl!!I!ii:ll$IlltiIlAilfi Revenue from even dollar payment A$$lii$$MSNTii............{................................. Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-33 -.;::;,,;0--.,'_'- CITY OF CHULA VISTA aSD 7 (Zenith Units 2, 3 & 4) 2005/06 Fiscal Year District Cost Summary .. Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 211.00 0.00 4,394.00 290.00 3,006.00 3,810.00 234.00 360.00 0.00 400.00 950.00 0.00 0.00 115.00 0.00 0.00 $13,770.00 Equivalent Dwelling Units (EDU's) 104.00 $0.00 $ .00 211.00 207.00 0.00 0.00 4,394.00 4,245.00 290.00 290.00 2,849.00 1,720.00 3,390.00 3,390.00 234.00 234.00 360.00 360.00 0.00 0.00 400.00 400.00 200. DO 200.00 0.00 0.00 0.00 0.00 115.00 114.00 0.00 0.00 0.00 0.00 $12,443.00 $11,160.00 $9,332.25 $8,593.20 75% 77% 0.00 0.00 9.738.00 9661.00 $12,037.25 $10,092.20 104.00 104.00 $115.74 $97.04 19% 0% Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $8,537.40 62% 0.00 9.849.20 $12,458.20 Collectible/EDU Percent change from prior year $119.79 3% qQ!ilg!i,~ml$g!i,!!i!yg!t.$.I!ij'!!#il!tii'.'.'.....'.'.'.."."" Revenue from even dollar payment '.J.. S. ES.SMENT.........,.............. ............-....--..-- --..-- Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 200S/2006 = 3.65% 11-34 ~<'7'-,''''-- CITY OF CHULA VISTA OSD 8 (Rancho Robinhood Unit 3) 2005/06 Fiscal Year District Cost Summary J. Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) Equivalent Dwelling Units (EDU's) Collectible/EDU Percent change from prior year $0.00 404.00 280.00 15,520.00 630.00 9,825.00 24,644.00 422.00 350.00 0.00 800.00 1,070.00 0.00 0.00 473.00 0.00 0.00 $54,418.00 $0.00 $ .00 404.00 397.00 280.00 280.00 15,520.00 14,995.00 630.00 630.00 9,313.00 7,733.00 23,747.00 23,747.00 422.00 422.00 350.00 350.00 0.00 0.00 800.00 800.00 320.00 320.00 0.00 0.00 0.00 0.00 517.00 513.00 0.00 0.00 0.00 0.00 $52,303.00 $50,187.00 $35,566.04 $25,093.50 68% 50% 0.00 0.00 37838.00 25.71 0.00 $50,031.04 $49,570.50 110.00 110.00 $454.83 $450.64 1% 2% $37,548.42 69% 0.00 35 963.60 $56,002.82 110.00 $509.12 12% qg!4fgP]I$ggK!lvgi!$~Q!:i!!~/ Revenue from even dollar payment AS. S. .E. . S.S.M. E. '.N.T. ).')./0:0:0://.,.,.......... ............................ Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve. Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-35 --~- CITY OF CHULA VISTA aSD 9 (EI Rancho del Rey) 2005/06 Fiscal Year District Cost Summary Description 2006106 Amount ~IlO4J05 Amount 200312004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 442.00 2,520.00 24,095.00 580.00 12,647.00 25,350.93 1,005.00 1,500.00 0.00 2,400.00 1,070.00 0.00 0.00 640.00 0.00 0.00 $72,249.93 $0.00 442.00 2,520.00 24,095.00 580.00 11,988.00 23,392.00 1,005.00 1,500.00 0.00 2,400.00 320.00 0.00 0.00 683.00 0.00 0.00 $68,925.00 $0.00 434.00 2,520.00 23,280.00 580.00 10,221.00 23,392.00 1,005.00 1,500.00 0.00 2,400.00 320.00 0.00 0.00 678.00 0.00 0.00 $66,330.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $31,789.97 $35,151.75 $38,471.40 44% 51% 58% 0.00 0.00 0.00 44.503.28 45 763.00 49.238.00 $59,536.62 $58,313.75 $55,563.40 384.00 384.00 384.00 $155.04 $151.86 $144.70 2% 4% 0% Equivalent Dwelling Units (EDU's) Collectible/EDU Percent change from prior year ......................................................$' ...... ........................... . . '".'" -." -................. ......................... ,,-- PPIl!iigQIllil!;;g!ilW!!'!l.....!lmPAllti??........... Revenue from even dollar payment AS........ .$E. . $. SM. E.N.. .:fi..)...??............... ...--............................ Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-36 ~<}"'''''"7';o CITY OF CHULA VISTA OSD 10 (EI Rancho del Rey 6 & Cassa del Rey) 2005/06 Fiscal Year District Cost Summary Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 383.00 840.00 18,295.00 550.00 12,875.00 33,212.64 739.00 380.00 0.00 2,800.00 1,450.00 0.00 0.00 633.00 0.00 0.00 $72,157.64 Equivalent Dwelling Units (EDU's) 658.37 $0.00 $ .00 383.00 376.00 840.00 840.00 18,295.00 17,676.00 550.00 550.00 12,204.00 10,422.00 32,961.00 32,961.00 739.00 739.00 380.00 380.00 0.00 0.00 2,800.00 2,800.00 200.00 200.00 0.00 0.00 0.00 0.00 696.00 692.00 0.00 0.00 0.00 0.00 $70,048.00 $67,636.00 $49,033.60 $48,021.56 70% 71% 0.00 0.00 52.232.00 53 503.00 $66,849.60 $62,154.56 658.37 658.37 $101.54 $94.41 8% 0% Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $49,067.20 68% 0.00 52.237.20 $68,987.64 Collectible/EDU Percent change from prior year $104.79 3% .QQ.I4WIi1;QTIQWI$8.ilv!i!j..$l!il'!!l!iiiUW.................. Revenue from even dOllar payment ASSESSMENT)............................................... ........................-.....------..-- Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-37 CITY OF CHULA VISTA OSD 15 (Bonita Haciendas) 2005/06 Fiscal Year District Cost Summary Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost Equivalent Dwelling Units (EDU's) $0.00 $0.00 $ .00 179.00 179.00 176.00 280.00 280.00 280.00 6,745.00 6,745.00 6,517.00 600.00 600.00 600.00 4,100.00 3,886.00 2,685.00 3,737.52 5,483.00 5,483.00 204.00 204.00 204.00 340.00 340.00 340.00 0.00 0.00 0.00 800.00 800.00 800.00 870.00 120.00 120.00 0.00 0.00 0.00 0.00 0.00 0.00 172.00 179.00 178.00 0.00 0.00 0.00 0.00 0.00 0.00 $18,027.52 $18,816.00 $17,383.00 $18,027.52 $17,687.04 $15,123.21 100% 94% 87% 0.00 0.00 0.00 21 099.27 18.278.00 16 755.00 $14,955.77 $18,225.04 $15,751.21 57.00 57.00 57.00 $262.38 $319.74 $276.34 -18% 16% 0% Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) Collectible/EDU Percent change from prior year ~Il$Q]IQt:lefi!iiil:i!$.!W'!ilq!lt) Revenue from even dollar payment '.AS.....'SESSME.N...T....,..)".)).).,...,................ ..-..--..------.-----.--. Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost )( Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve. Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-38 ~'~::::;;::"O{';. CITY OF CHULA VISTA OSD 17 (Bel Air Ridge) 2005/06 Fiscal Year District Cost Summary Description 2006106 Amount 2004105 Amount 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 0.00 560.00 0.00 0.00 1,204.00 1,087.92 550.00 100.00 0.00 750.00 0.00 0.00 0.00 40.00 0.00 0.00 $4,291.92 $0.00 0.00 560.00 0.00 0.00 1,141.00 2,020.00 550.00 100.00 0.00 0.00 0.00 0.00 0.00 40.00 0.00 0.00 $4,411.00 $0.00 0.00 560.00 0.00 0.00 596.00 2,020.00 550.00 100.00 0.00 0.00 0.00 0.00 .0.00 40.00 0.00 0.00 $3,866.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $3,433.54 80% 0.00 3 021 .60 $4,703.86 Equivalent Dwelling Units (EDU's) 46.00 $2,558.38 $3,866.00 58% 100% 0.00 0.00 2.557.00 5693.00 $4,412.38 $2,039.00 46.00 46.00 $95.92 $44.33 116% -17% Collectible/EDU Percent change from prior year $102.26 7% PQ!i!i;f;PTJQt;f;Wliil!!!!l$Amqqilt Revenue from even dollar payment .ASSESSMENT:..)).)..,:..:.,...................... ....,....,..,...."..,-.,..,..,..,..,.. Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-39 ~<:Y_:ii~ CITY OF CHULA VISTA aSD 18 (Rancho del Sur) 2005/06 Fiscal Year District Cost Summary Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 996.00 0.00 40,359.00 5,170.00 23,595.00 37,207.92 986.00 1,200.00 0.00 1,200.00 1,230.00 0.00 0.00 1,209.00 0.00 0.00 $113,152.92 Equivalent Dwelling Units (EDU's) 435.00 $0.00 $ .00 996.00 979.00 0.00 0.00 40,359.00 38,994.00 5,170.00 5,170.00 22,365.00 19,874.00 58,775.00 58,775.00 986.00 986.00 1,200.00 1,200.00 0.00 0.00 1,200.00 1,200.00 480.00 480.00 0.00 0.00 0.00 0.00 1,328.00 1,319.00 0.00 0.00 0.00 0.00 $132,859.00 $128,977.00 $93,001.30 $79,965.74 70% 62% 0.00 0.00 93.315.00 92433.00 $132,545.30 $116,509.74 435.00 435.00 $304.70 $267.84 14% 1% Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $113,152.92 100% 0.00 116256.72 $110,049.12 Collectible/EDU Percent change from prior year $252.99 -17% q~IlI$!:i,Q'flli!g!$.F~vg6$'Ilrti!;jAij~( Revenue from even dollar payment 'A'SS'ESSMEN'" .... ........ :......,.:. '. . ': . -, :. .... :::I.:::{:.~{:?:::::::'::::'::::::::.:::...-. .,,--.--.----.------------.--..... Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-40 ~+<."".;' CITY OF CHULA VISTA OSD 20 (Rancho del Rey Zone 1) 2005/06 Fiscal Year District Cost Summary Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) Equivalent Dwelling Units (EDU's) Collectible/EDU Percent change from prior year $0.00 $0.00 $ .00 0.00 5,648.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 7,153.00 1,101.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,816.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 1,503.00 68.00 0.00 144,818.00 144,818.00 0.00 0.00 6.700.00 0.00 $155,290.00 $158,335.00 $0.00 $5,236.00 $3,408.50 $4,982.25 50% 50% 0% 33,849.00 27,149.00 0.00 164.754.07 183.529.05 0.00 $29,620.93 $5,363.45 not available 882.08 882.08 882.56 $33.58 $6.08 $4.26 452% 43% not available PQli.ili!;p;lJ!a!4;!iiji@o$img!int...,...,.i""" Revenue from even dollar payment ::A~$E$'SMEN"'r' .......-...-.....-...........-....-.. ~:....~....:.:._..:..L.:::._..:.:.:._,-._.:t:....:.........-:...,-:...:........ Assessment with CPI (4) ...,!!\llli. Percent Change from prior year $5 .71 ..'..'".iiiiii.','..io, iI.t, i,ava,.', '.', i, ", b, ,I,e," .. ........................... ...... .... not available (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance+Costs from monies previously collected + Amortized Costs (4) CPI Change for FY 200512006 = 3.65% (5) BudgetlEDU does not include expenditures from Special Reserve Fund in the amount of $144,818 11 -41 ~;,~~~"'''::' CITY OF CHULA VISTA aSD 20 (Rancho del Rey Zone 2) 2005/06 Fiscal Year District Cost Summary Descriptioll 2006106 Amount 2004105 Amount 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 136.00 280.00 5,364.00 200.00 6,469.00 17,819.49 460.00 500.00 0.00 1,200.00 1,459.00 0.00 0.00 332.00 0.00 0.00 $34,219.49 $0.00 136.00 280.00 5,364.00 200.00 6,132.00 22,938.00 460.00 500.00 0.00 1,200.00 40.00 0.00 0.00 381.00 0.00 0.00 $37,631.00 $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $0.00 0% 0.00 940.80 $17,342.00 $0.00 0% 0.00 15420.41 $16,620.59 $13,570.80 0% 0.00 0.00 not available Equivalent Dwelling Units (EDU's) 3,959.38 3,959.39 3,959.39 Collectible/EDU Percent change from prior year $4.38 4% $4.20 1% $4.14 not available qpt;UePTlaueW.lmll$!lm!lijiUI Revenue from even dollar payment ..ASSE. ..S..S.M.E.N. m......".??.............. ..-..-.--.... .......---.. Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost )( Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance+Costs from monies previously collected + Amortized Costs (4) CPI Change for FY 2005/2006 = 3.65% 11 -42 CITY OF CHULA VISTA OSD 20 (Rancho del Rey Zone 3) 2005/06 Fiscal Year District Cost Summary Description 2005/06 Amount 2004/05 Amount 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 409.00 0.00 7,799.00 400.00 5,454.00 15,170.00 2,260.00 2,000.00 0.00 800.00 2,250.00 0.00 0.00 281.00 0.00 0.00 $36,823.00 $0.00 409.00 0.00 7,799.00 400.00 5,170.00 12,642.00 2,260.00 2,000.00 0.00 800.00 40.00 0.00 0.00 321.00 0.00 0.00 $31,841.00 $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $29,458.40 80% 0.00 29.577.54 $36,703.86 $25,472.80 80% 0.00 26.520.40 $30,793.40 $24,523.38 0% 0.00 0.00 not available Equivalent Dwelling Units (EDU's) 6,147.49 6,147.49 6,190.09 Collectible/EDU Percent change from prior year $5.97 19% $5.01 18% $4.23 not available .....tiJ"'.lii!;~['~14l;i::--.~S!~i;l:i$.';I'mlill!.i;l:timmi,m.mm.mm Revenue from even dollar payment (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance+Costs from monies previousty collected + Amortized Costs (4) CPI Change for FY 2005/2006 = 3.65% 11-43 <<<i.':"z::-:.c~ CITY OF CHULA VISTA OSD 20 (Rancho del Rey Zone 4) 2005/06 Fiscal Year District Cost Summary Description 2005/06 Amount 2004/05 Amount 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Speciai Maintenance Fund Estimated Maintenance Cost $0.00 409.00 280.00 23,074.00 1,769.00 13,596.00 28,141.56 860.00 1,000.00 0.00 2,300.00 138.00 0.00 0.00 660.00 0.00 4.002.00 $76,229.56 $0.00 409.00 280.00 23,074.00 1,769.00 12,887.00 29,684.00 860.00 1,000.00 0.00 2,300.00 120.00 0.00 0.00 723.00 0.00 4.002.00 $77,108.00 $0.00 0.00 000 0.00 000 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $37,558.33 52% 60,030.00 113.395.24 $60,422.65 $37,284.06 51% 56,028.00 113.092.31 $57,327.75 $50,582.16 0% 0.00 0.00 not available Equivalent Dwelling Units (EDU's) 2,602.50 2,602.50 2,645.10 Collectible/EDU Percent change from prior year $23.22 5% $22.03 1% $21.81 not available "''''''+ ...."''''IDel:.....".. .ij;......e.........'''......."..4f.:n,,,''''......... ~Sr,~,~:~~!~L ~~b~;~, ,\~nHwt!:Utl~"QtbiHmdw;~1fmflt Revenue from even dollar payment (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance+Costs from monies previously collected + Amortized Costs (4) CPI Change for FY 2005/2006 = 3.65% 11-44 ...tee:"-:!''''- CITY OF CHULA VISTA OSO 20 (Rancho del Rey Zone 5) 2005/06 Fiscal Year District Cost Summary Description 2005/06 Amount 2004/05 Amount 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backfiow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 3,314.00 3,360.00 209,218.00 11,602.00 108,466.00 214,148.00 7,700.00 7,500.00 0.00 8,900.00 1,833.00 0.00 0.00 5,581.00 0.00 34.617.00 $616,239.00 $0.00 3,314.00 3,360.00 209,218.00 11,602.00 102,811.00 267,119.00 7,700.00 7,500.00 0.00 8,900.00 800.00 0.00 0.00 6,314.00 0.00 34.617.00 $663,255.00 $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 Reserve Requirement (1) $566,939.88 $471,478.50 $481,844.28 Reserve Percent 92% 75% 0% Special Reserve 535,295.00 500,678.00 0.00 Fund Balance (2) 1.104.466.40 1.026.251.70 0.00 Net Assessment (3) $614,007.48 $609,159.80 not available Equivalent Dwelling Units (EDU's) 1,795.00 1,795.00 1,795.00 Collectible/EDU $342.07 $339.36 $302.18 Percent change from prior year 1% 12% not available (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance+Costs from monies previously collected + Amortized Costs (4) CPI Change for FY 2005/2006 = 3.65% 11-45 ~~~'^\'';;; CITY OF CHULA VISTA aSD 20 (Rancho del Rey Zone 6) 2005/06 Fiscal Year District Cost Summary Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backfiow Certification Professional Services Supplementais Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 818.00 2,240.00 29,071.00 9,690.00 19,171.00 42,321.00 1,700.00 1,800.00 0.00 4,000.00 609.00 0.00 0.00 939.00 0.00 0.00 $112,359.00 Equivalent Dwelling Units (EDU's) 573.20 $0.00 $ .00 818.00 0.00 2,240.00 0.00 29,071.00 0.00 9,690.00 0.00 18,172.00 0.00 36,809.00 0.00 1,700.00 0.00 1,800.00 0.00 0.00 0.00 4,000.00 0.00 240.00 0.00 0.00 0.00 0.00 0.00 1,052.00 0.00 0.00 0.00 0.00 0.00 $105,592.00 $0.00 $87,641.36 $80,280.22 83% 0% 0.00 0.00 86.818.65 0.00 $106,414.71 not available 573.20 573.20 $185.65 $146.93 26% not available Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $112,359.00 100% 0.00 121.278.84 $103,439.16 Collectible/EDU Percent change from prior year $180.46 -3% "<!\'''''''C''!I7I''~4C4ii!i'''''''''m''::''''''Q''''''' ::,T'::48i!"",,:: ~~~!O!if!i!o;~;~!;.,W~IiOri'Hd!ir;yg.bllfil!!t'U.:"H"~L~, !,1tikhnHh;h;;lkl Revenue from even dollar payment (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance+Costs from monies previously collected + Amortized Costs (4) CPI Change for FY 2005/2006 = 3.65% 11 -46 4'7"-"'";" CITY OF CHULA VISTA OSD 20 (Rancho del Rey Zone 7) 2005/06 Fiscal Year District Cost Summary Description 2005/06 Amount 2004/05 Amount 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementais Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 1,159.00 2,240.00 80,760.00 16,550.00 43,753.00 100,000.00 3,750.00 3,150.00 0.00 5,600.00 1,590.00 0.00 0.00 2,267.00 0.00 0.00 $260,819.00 $0.00 1,159.00 2,240.00 80,760.00 16,550.00 41,472.00 91,664.00 3,750.00 3,150.00 0.00 5,600.00 800.00 0.00 0.00 2,500.00 0.00 0.00 $249,645.00 $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $93,894.84 36% 0.00 158.431.99 $196,281.85 $124,822.50 50% 0.00 187.284.95 $187,182.55 $172,403.62 0% 0.00 0.00 not availab/e Equivalent Dwelling Units (EDU's) 1,176.79 1,176.79 1,176.79 Collectible/EDU Percent change from prior year $166.79 5% $159.06 2% $155.35 not available "..:I::E"''''IBO:.J:.::v:.........e::........:..,,~:...:..:.: ~AA ..<f<i.~.......~'"'i:mi:e~!!ni:'I'1:lIll!~1!{",,:ii:;iiiii:::ii:iiiii: Revenue from even dollar payment (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve ~ Fund Balance+Costs from monies previously collected + Amortized Costs (4) CPI Change for FY 2005/2006 = 3.65% 11-47 "'-~;t'" CITY OF CHULA VISTA OSO 20 (Rancho del Rey Zone 8) 2005/06 Fiscal Year District Cost Summary Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backftow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $0.00 $0.00 $ .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 000 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 101.00 0.00 0.00 0.00 0.00 000 0.00 0.00 0.00 0.00 0.00 000 4.431.85 4.431.85 0.00 $4,532.85 $4,431.85 $0.00 $75.75 $0.00 $0.00 75% 50% 0% 17,835.55 13,403.70 0.00 17.985.49 14.042.95 0.00 $4,458.66 $3,792.60 not available 118.82 118.82 120.47 $37.52 $31.92 $35.44 18% -10% not available Equivalent Dwelling Units (EDU's) Collectible/EDU Percent change from prior year .""E"''''IB'wcw+.....,..''''........ ....lii.........~.w......k..H '."" . .~~."''''.!'!i!!1v.~;;''!!Im"liIll~u.Pi:m,mm Revenue from even dollar payment (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve ~ Fund Balance+Costs from monies previously collected + Amortized Costs (4) CPI Change for FY 2005/2006 = 3.65% 11-48 4:>"":,,.'0 CITY OF CHULA VISTA OSD 20 (Rancho del Rey Zone 9) 2005/06 Fiscal Year District Cost Summary OllScriptlan 200510& Amallnt 2004/05 Amoullt 2003t2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 0.00 0.00 0.00 0.00 301.00 1,435.00 0.00 0.00 0.00 0.00 245.00 0.00 0.00 42.00 3,000.00 300.00 $5,323.00 $0.00 0.00 0.00 0.00 0.00 285.00 1,435.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 18.00 3,000.00 300.00 $5,038.00 $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 Equivalent Dwelling Units (EDU's) $1,658.86 $869.00 $1,147.62 82% 50% 0% 692.00 392.00 0.00 6.103.64 4.763.29 0.00 $1,570.22 $1,535.71 not available 52.46 52.46 52.46 $29.93 $29.27 $22.57 2% 30% not avaHable Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) Colleclibie/EDU Percent change from prior year COLL,EC, m,', I, 6,',,',L.,",E,Ae,"~,"'.Il,", n, ($,,),am, Q,Il6t,))} """" ......-......----.. ... .........-.. ..... ................. Revenue from even dollar payment ASSESSMENT,"""""""'" .......,."...,.....".,..,..,.....,.. Assessment with CPI (4) ,1I,Jllt Percent change from prior year (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance+Costs from monies previously collected + Amortized Costs (4) CPI Change for FY 2005/2006 = 3.65% (5) BudgetlEDU does not include expenditures from Special Reserve Fund in the amount of $3,000 11-49 .,,=.>- CITY OF CHULA VISTA OSD 23 (Otay Rio Business Park) 2005/06 Fiscal Year District Cost Summary Description 211115tOIl Amount 20ll4l0S AmQum 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 936.00 560.00 9,669.00 440.00 9,191.00 9,829.96 660.00 900.00 0.00 6,930.00 870.00 0.00 0.00 433.00 0.00 0.00 $40,418.96 $0.00 936.00 560.00 9,669.00 440.00 8,712.00 19,036.00 660.00 900.00 0.00 6,930.00 120.00 0.00 0.00 479.00 0.00 0.00 $48,442.00 $0.00 920.00 560.00 9,342.00 440.00 7,174.00 19,036.00 660.00 900.00 0.00 6,930.00 120.00 0.00 0.00 476.00 0.00 0.00 $46,558.00 Equivalent Dwelling Units (EDU's) $32,335.17 $18.892.38 $46,558.00 80% 39% 100% 0.00 0.00 0.00 28 253.09 22.481.00 54 132.00 $44,501.04 $44,853.38 $38,984.00 90.06 90.06 90.06 $494.13 $498.04 $432.87 -1% 15% 3% Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) Collectible/EDU Percent change from prior year IilQ]i;ggPT!QP.!;Hl!vtO$llml#l!!t> Revenue from even dollar payment (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-50 ....,,:~c'::;:~ CITY OF CHULA VISTA OSO 24 (Canyon View Homes) 2005/06 Fiscal Year District Cost Summary Descriptt(ln 211115/06 Afu(lunt 2004105 Amount 200312004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 136.00 280.00 8,742.00 610.00 4,511.00 5,995.68 400.00 1,530.00 0.00 400.00 830.00 0.00 0.00 229.00 0.00 0.00 $23,663.68 $0.00 136.00 280.00 8,742.00 610.00 4,276.00 7,644.00 400.00 1,530.00 0.00 400.00 80.00 0.00 0.00 235.00 0.00 0.00 $24,333.00 $0.00 134.00 280.00 8,446.00 610.00 3,513.00 7,644.00 400.00 1,530.00 0.00 400.00 80.00 0.00 0.00 233.00 0.00 0.00 $23,270.00 Reserve Requirement (1) $23,663.68 $16,059.78 $15,358.20 Reserve Percent 100% 66% 66% Special Reserve 0.00 0.00 0.00 Fund Balance (2) 24.757.95 17.909.00 19 234.00 Net Assessment (3) $22,569.41 $22,483.78 $19,394.20 Equivalent Dwelling Units (EDU's) 40.00 40.00 40.00 CollectiblelEDU $564.24 $562.09 $484.86 Percent change from prior year 0% 16% 1% (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-51 <''-" CITY OF CHULA VISTA OSD 26 (Park Bonita) 2005/06 Fiscal Year District Cost Summary Descripti(ll1 200S.t1l$ Afu(lunt 2GlW05 Afuollllt 200312004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 133.00 0.00 1,826.00 600.00 1,715.00 2,220.00 200.00 170.00 0.00 400.00 790.00 0.00 0.00 69.00 0.00 0.00 $8,123.00 $0.00 133.00 0.00 1,826.00 600.00 1,626.00 2,376.00 200.00 170.00 0.00 400.00 40.00 0.00 0.00 70.00 0.00 0.00 $7,441.00 $0.00 131.00 0.00 1,764.00 600.00 1,047.00 2,376.00 200.00 170.00 0.00 400.00 40.00 0.00 0.00 70.00 0.00 0.00 $6,798.00 Equivalent Dwelling Units (EDU's) 19.00 $7,068.95 $6,798.00 95% 100% 0.00 0.00 7847.00 7.071.00 $6,662.95 $6,519.00 19.00 19.00 $350.68 $343.11 2% -5% Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $8,123.00 100% 0.00 10 862.57 $5,383.43 Collectible/EDU Percent change from prior year $283.34 -19% QQ!14ggyTI.!1lgeiill!igij$~!#,i\~.J Revenue from even dollar payment AS. $. .E. $.. SME..NT.. ...J.JJJ"'................... ........... .......... ....... Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve ~ Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-52 .-t'....':?'"<"- CITY OF CHULA VISTA aSD 31 (Telegraph Canyon Estates) 2005/06 Fiscal Year District Cost Summary . . Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 714.00 1,960.00 38,851.00 4,800.00 21,661.00 28,024.80 2,092.00 3,070.00 0.00 8,100.00 830.00 0.00 0.00 1,107.00 0.00 0.00 $111,209.80 $0.00 714.00 1,960.00 38,851.00 4,800.00 20,532.00 40,199.00 2,092.00 3,070.00 0.00 8,100.00 80.00 0.00 0.00 1,214.00 0.00 0.00 $121,612.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $111,209.80 100% 0.00 129377.28 $93,042.32 $99,721.84 82% 0.00 100.145.00 $121,188.84 Equivalent Dwelling Units (EDU's) 344.00 345.00 Collectible/EDU Percent change from prior year $270.47 -23% $351.27 -3% $ .00 702.00 1,960.00 37,537.00 4,800.00 18,169.00 40,199.00 2,092.00 3,070.00 0.00 8,100.00 80.00 0.00 0.00 1,206.00 0.00 0.00 $117,915.00 $86,077.95 73% 0.00 79.127.00 $124,865.95 345.00 $361.93 0% ...................1$;.. .y.....u.e...................$................ ... ................--.. .,,--,--,----.,.,...,..'....,:'..,.......:,.:':.,.. .. . ... ...... .. ----.----.. .............. qQI4;..9....IIil...........A..~vel'l......!ll'!!99!!t..I............... Revenue from even dollar payment 1\8.'S. ES.. S. ...M.' .E....N.. m,.::.}................ . .. ............... ........ Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-53 ~'ii':;''l;,,:;.,=- CITY OF CHULA VISTA OSD 33 (Broadway Businesss Home Village) 2005/06 Fiscal Year District Cost Summary Descriptioo 21111S.t06 Amount 2004lQ5 All'lnurlt 2003/2004 Personnel Services Utility Charges $ Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $ Equivalent Dwelling Units (EDU's) $ $ 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $ $ $ $ 0.00 0.00 0.00 $ $ $ $ 36.00 36.00 36.00 $ $ Reserve Requirement (1) $ Reserve Percent Additional Reserve Fund Balance (2) $ Net Assessment (3) $ Collectible/EDU $ Percent change from prior year Qpjl:ice,~;rI$ge+gYl!Jt$il\t!~qijt{ Revenue from even dollar payment A...... SSE. S. S.M.'. ENTit............... ................ ................ Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated Fund Balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 11-54 """~",,,,:~''=- CITY OF CHULA VISTA OSD Bay Boulevard 2005/06 Fiscal Year District Cost Summary Personnel Services $0.00 $0.00 $ .00 Utility Charges 1,092.00 1,092.00 1,073.00 Trash Collection & Disposal Fees 475.00 475.00 475.00 Water Charges 3,221.00 3,221.00 3,112.00 Services to maintain structures, grounds 600.00 600.00 600.00 City Staff Services 5,921.00 5,612.00 4,755.00 Contract Services 0.00 0.00 0.00 Landscape Supplies 850.00 850.00 850.00 Materials to maintain structures, grounds 230.00 230.00 230.00 Backflow Certification 0.00 0.00 0.00 Professional Services 0.00 0.00 0.00 Supplementals 830.00 80.00 80.00 Other Commodities 0.00 0.00 0.00 Advertising 180.00 180.00 180.00 Transfer: Corporate Yard Debt Services 111.00 81.00 81.00 Storm Maintenance 0.00 0.00 0.00 Special Maintenance Fund 0.00 0.00 0.00 Estimated Maintenance Cost $13,510.00 $12,421.00 $11,436.00 Reserve Requirement (1) $6,755.00 $10,930.48 $5,946.72 Reserve Percent 50% 88% 52% Special Reserve 0.00 0.00 0.00 Fund Balance (2) 4.775.05 17 539.00 11.769.00 Net Assessment (3) $15,489.95 $5,812.48 $5,613.72 Equivalent Dwelling Units (EDU's) (4) 6.39 6.39 6.39 Collectible/EDU $2,424.09 $909.62 $878.52 Percent change from prior year 166% 4% 0% QQliiljl;QJ1IQPeflii!ll!i)$I!rn!#mt ....f...{{...... .......{{{{i{{{f$gj4~i!!!l. Revenue from even dollar payment $17,240.00 A$$E$$MENX......i........... Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) Equivalent Dwelling Units for the Bay Boulevard District are calculated at 1 EDU per acre (5) CPI Change for FY 2005/2006 = 3.65% 11-55 -,,"trJ"::4'':. CITY OF CHULA VISTA OSD Town Centre 2005/06 Fiscal Year District Cost Summary OescripliQIl 2006f{l6 AfuQunf 2004/05 AltJourlt 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $0.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $0.00 0% 0.00 0.00 $0.00 $0.00 0% 0.00 0.00 $0.00 $0.00 0% 0.00 0.00 $0.00 Equivalent Dwelling Units (EDU's) 512,612.00 512,612.00 512,612.00 Collectible/EDU Percent change from prior year $0.00 0% $0.00 0% $0.00 0% .................................................... ..$......................................... . .... ... . ........... .....--.......--... ..-- ----... , , .--....-,. .,., .. ,. ....'..'......-.......-........ 0...0.. tc.....EC....]..IBU..E.....ellen.. ..am. llunt..................... , ..,.-.---.',--, - ...-.-.,...:-.- ,,:.: '.' . ...,....:,:.:.".......... , .. .......,..,. ...-... ............. ........................................,.,.. ,.....,.......... .......... ...... ... ..... .....-...--....--.......---- Revenue from even dollar payment ASSESSMENlt...ii(...................................... ....,..,--,--,..,..,--..,--,--.,-....,. Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost )( Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 200512006 = 3.65% 11-56 ~...' ATTACHMENT 3 Rancho del Rey Open Space District No. 20 Amortized Costs Amt Accumulated Amt to be spent FY 05-06 Zone Description FY: 90-91 throuoh 04-05 FY 05-06 Amount Work description 1 Desilting Basin $134,818.00 $134,818.00 $0.00 Desilting basin maintenance (e""'Y 5 ye,") at $26,3201yr at East H Street $40,200.00 $10,000.00 Stabilization structures maintenance (every 5 ye,") at $6.7001yr $3,649.00 Miscellaneous 2 Rice Canyon $0.00 $0.00 Staging Area - A.C. ove~ay and stripe (every 5 ye,") at $8131yr Trail area $1,041.00 Staging area replacement (30 year period) at $2281yr 3 East H Street $0.00 $0.00 None 4 SPA 1 Phase 1 $60,030.00 $4,002.00 Monumentation replacement (30 year period) at $4,002lyr (Business Center) 5 SPA 1 Phases 2-6 $535,295.00 $34,617.00 Theme wall and monument replacement (30 year) at $34,617Iyr 6 SPA 2 $0.00 $0.00 7 SPA3 $0.00 $0.00 8 Desilting Basin $17,835.55 $4,431.00 Access Road/gabian structure not yet accepted by City at Glen Abbey $4,431/yr amortized cost per FY 03/04 report 9 Telegraph Cyn $3,692.00 $300.00 $3001yr amortized cost Channel (SPA 3 area) Subtotal $796,560.55 $144,818.00 $43,350.00 TOTAL Remaining in account after FY 05106 $695,093 Notes: 1. Zone 1 - $26,320 (5 yrs) & $6,700 (5 yrs) for desilting basin & stabilization structures not collected beyond 5 yrs per State code; Zone 2 - $813 (5 yrs) for AC not collected. 2. SPA 2 & 3, Zones 6 & 7 - Amortized cost for walls not detennined. Need to detennine this during FY 05106 3. Zones 6 & 7 - Theme walllmonumentation to be added. 4. Zone 8 - New gabicn structure and access road are to be periodically maintained. Reserves are to be accumulated prior to anticipated acceptance in FY 2003/2004 or later. Cannot collect beyond 5 years for maintenance per State code 5. Begin collecting for Zone 1 amortized costs for desilt basin and stabilization structures again beginning FY 05/06 6. Amount in reserve at end of FY 04105 = $796,560 - - t ' (I , --~ -- -- -- - --- ~ - - -- - -~- 11-57 ~~~ DRAFT RESOLUTION NO. 2005- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR OPEN SPACE DISTRICTS 2 THROUGH 10, 15, 17, 18, 20, 23, 24, 26, 31 AND 33, BAY BOULEVARD AND TOWN CENTRE MAINTENANCE DISTRICTS WHEREAS, prior to the adoption of this resolution, the City Council has caused the formation of various districts under and pursuant to state law; and WHEREAS, as required by ordinance, the City Engineer has prepared and filed the annual reports for all existing Open Space Maintenance Districts in the City; and WHEREAS, on June 21,2005, Council approved the engineer's reports and set July 19, 2005 as the date for the public hearing; and WHEREAS, the proposed assessments for Fiscal Year 2005/2006 is as follows: Historical and Proposed FY 2005/06 Assessments/Collectibles Open Space District orZone 2 $ 46.95 47.98 $ 49.73 47.00 49.00 $ 2.00 4% $ 12,201.00 3 $ 321.38 328.45 I $ 340.44 328.00 340.00 1 $ 12.00 4% $ 43,180.00 4 $ 339.46 346.93 1 $ 359.59 328.00 356.00 1 $ 28.00 9% $ 74,760.00 5 $ 331.02 338.30 I $ 350.65 289.00 290.00 1 $ 1.00 1% $ 35,380.00 6 $ 163.69 167.29 1$ 173.40 96.00 113.00 1 $ 17.00 19% $ 18,306.00 7 $ 114.35 116.871$ 121.14 116.00 120.00 1$ 4.001 3% $ 12,480.00 8 $ 522.39 533.88 1 $ 553.37 455.00 509.00 I $ 54.001 12% $ 55,990.00 9 $ 148.05 151.31 1$ 156.83 151.00 155.001$ 4.00 I 2% $ 59,520.00 10 $ 99.91 102.11 1$ 105.83 102.00 105.00 1 $ 3.00 3% $ 69,128.85 15 $ 311.80 318.66 1 $ 330.29 320.00 262.00 1 $ (58.00) 1 -18% $ 14,934.00 17 $ 149.25 152.53 1 $ 158.10 96.00 102.00 1 $ 6.001 7% $ 4,692.00 18 360.45 1 $ 373.61 305.00 253.00 I $ (52.00) I $ 110,055.00 ~ 20 Zone 1 . Desiltin9 Basin $ 55.71'1 $ 57.74 6.00 $ 34,001 $ 28.00 I $ Zone 2 . Rice Canyon $ 4.231 $ 4.38 4.201$ 4.381 $ 0.181 4% $ Zone 3 ' H Street $ 6.D3j$ 6.25 5.00 1$ 6.00 I $ 0.181 19% $ Zone 4 . Business Center $ 22.43 I $ 23.25 22.00 I $ 23.20 1 $ 1.20 5% $ 60,378.00 Zone 5 . SPA I $ 338.47 1$ 350.82 338.00 I $ . 342.00 1 $ .4.001 1% $ 613,890.00 Zone 6 . SPA II $ 260m 1 $ 269.56 186.00 $ 180.00 1$ (6.00)[ -3% $ 103,176.00 11,...58 160.54 1$ 160,001$ 166.00 1$ - lone 7 - SPA III $ 157.081 $ 166.40 $ 6.00-r 5% $ 195,347.14 lone 8 - N Desilting Basin $ 36.21 $ 37.D1 $ 3B.36 $ 32.00 I $ 37.50 1$ 5.50 18% $ 4,455.75 lone 9 - Tel Cyn Channel $ 28.751 $ 29.38 $ 30.45 $ 29.00 I $ 30.00 I $ 1.00 I 2% $ 1,573.80 22 $ 486.02 $ 496.71 $ 514.84 $ 496.00 I $ 494.00 I $ (2.00) -1% $ 44,489.64 24 $ 604.26 I $ 617.551$ 640.09 $ 562.00 I $ 564.00 I $ 2.00 I 0% $ 22,560.00 26 $ 474.25 1$ 484.68 I $ 502.37 $ 351.00 1$ 283.00 1$ (68.00)1 -19% $ 5.377.00 31 $ 489.90 I $ 500.68 $ 518.95 $ 351.00 1$ 270.00 $ (81.00) -23% $ 92,880.00 $1,210.731 $ -1$ -I $ $ 33 $1,237.36 . $1.282.52 0% Bay Boulevard (2) $ 2,805.58 1$2,867.30 $ 2.971.96 $ 908.00 I $ 2,424.00 1$1,516.00 166% $ 15,489.36 $ - $ - $ $ Town Centre (3) $ 0.10 $ 0.10 $ 0.11 0% Total $1,754,461.2 ('I Assessment may be set at or below this amount without being subject to a vote and majority protest. (~ Bay Boulevard rates are based on acres. (') Town Centre rates based on parcel square footage since FY 2001/2002. NOW, THEREFORE, BE IT RESOLVED as to all Open Space and Maintenance Districts herein referenced that the City Council of the City of Chula Vista does hereby find that written protests against the proposed assessment has not been made by owners representing more than one-half ofthe area ofland to be assessed from the improvement and confirms the diagram and assessment contained in the Engineer's Report, and orders the open space and maintenance facilities to be maintained. The adoption of this resolution shall constitute the levy of assessments and collectibles as proposed in the Engineer's Report for the 2005/2006 fiscal year and set forth hereinabove for Open Space Districts 2 through 10, 15, 17, 18,20,23,24,26,31 and 33, Bay Boulevard and Town Centre Maintenance Districts Presented by Approved as to form by Sohaib AI-Agha City Engineer Cit DRAFT 11-59 COUNCIL AGENDA STATEMENT Item JJ- Meeting Date 7/19/()5 ITEM TITLE: Public Hearing to consider testimony for FY 2005/06 levy of assessments and collection against those assessments for Eastlake Maintenance District No. 1 and Open Space District No.1 Resolution Levying the assessments and collectibles for Eastlake Maintenance District No.1 and Open Space District No.1 SUBMITTED BY: City Engineer ~ REVIEWED BY: City Manager P' (415ths Vote: Yes_NoX) This is one of three companion agenda items to the primary Open Space assessments agenda item, which provides all general background information and detail on the proposed Open Space District assessments for FY 2005/06. The present item includes information specific to Eastlake Maintenance District No 1 and Open Space District No.1. RECOMMENDATION: That Council conduct the public hearing and adopt the resolution. BOARDS/COMMISSIONS: N/A DISCUSSION: EASTLAKE MAINTENANCE DISTRICT NO.1 Eastlake Maintenance District No. 1 is a large open space district consisting of Eastlake Hills, Shores and Business Center I, Eastlake Greens, the Olympic Training Center, Salt Creek 1, and Telegraph Canyon Channel, which was originally part ofEastlake' s projects (see Attachment 1). Because this is a large district of various developments and not all of the items to be maintained have a benefit to the entire district, the district is made up of five (5) zones as indicated in Table 1, below. Note that most open space within Eastlake 1 and Eastlake Greens is privately maintained by homeowners' associations. On the other hand, all of the open space in Salt Creek 1 is maintained by the Open Space District. Staff recommends that the assessments for each zone remain the same as in FY 2004/05, plus an allowable inflation factor of 3.65% (please refer to tonight's primary Open Space agenda item for a discussion of the inflation factor). The amount to be collected against the assessment (the "collectible") is either equal to or less than the proposed assessment based on budgeted expenditures, the reserve requirement, savings and fund balances, eamed interest, and prior years' savings. Table 1 outlines the assessment recommendation and collectible for each of the five zones. Table 2 outlines the recommended reserve amount for the each zone. In addition, for each zone, the table compares the expenditure budgets with the maximum assessment. For FY 05/06, the reserve amount for each zone varies from 33% to 100%. Reserves of this size stabilize the collectible amounts and offset future cost increases. 12-1 Page 2, Item \..:::J Meeting Date 7/19/05 Table 1. Historical and Proposed FY 2005/06 Assessment/Collectible, per EDD Eastlake Main!. District # 1 Y Lakes Rd (11 nJa n/a nJa $ 2.40 $ 2.00 $ (0.40) -17% $ 25,373.40 ..!'!l~:1=-as.~.~.l..... L.J!,gg. L..J.1.c'!?_. L_JJ,-,!9. ~._11.~0..~._.!.1.~Q. L... _Q.8Q __.E!'r~_...!1Q?J9~!l,14__ ._o!l~.~_.!~~a!<e.~r~ns ~.._..!.8.34 $ _.__!!l,:?4 $_._._1..!l,~ L_J.<I.9.~. !.....J.<I.E!Q. .~_.9-'-E!Q _ ._4'r~__ ~_..<I.9~.:3.Q!lJE... .!'ne.9:QIy.Iraining.9tr L.1?1.89. ~__1?5.~__ L LE!9JlQ.. $_..?c9.Q .:JL... ~..OQ. $__Q'().<<!l_..~ll.!o_._ L.J_,o.Qo.oo . one.Q.:.~t9_nlek!.._. ~......_?02.~.l!. L2.Q7...Q! $ 214.60 $ 207.00 $ 214.00 $ 7.00 3% $ 90,607.60 _..__.._u_. ._____.__.. ._...._.__...._. $_'_'.'_'__ ._.__..__.. _..._._.___.__ one E - Tel C n Chnl ~I $ 28.88 $ 29.52 $ 30.60 $ 19.00 $ District Total 19.00 0% $ 7 545.09 $252412.18 (11 Zones A - D share in the cost of Otay Lakes Road medians and off-site parkways. Collectibie and projected revenue for Otay Lakes Road are raflected in collectible and projected revenue for Zones A-D. ~I Portions of Eastleke I and Eastlake Greens are In this benefit area Table 2. Historical and Proposed FY 2005/06 Expenditure Budget/Reserve Budget Eastlaka Malnt. District # 1 Expenditure Budget Reserve Budget (00) ,(fJIJ,~:,,,,~:;;_ :: )J3-,~'i~1~~~;';"~ "~;/~t~C~';~t~{,~~:';",:t" ~t _ ""'~'~;,~ ,:,},;, 'J~:,:;,: ,1,,: ,:" ~:'~J: 'jl\;:~,':,\:_:~ "i(\;;\';J~'\ 'r;, ,'J l'j"";i<I~~/t!l"."I'''~ I,,,, '"".f>,,_r"v~,'..>,:.f'll~.J\. ,J . "!ll,"'II) '1 1 J~.c!'~ (~,~, >""j,,' /.1)), {;;;"f~~;!.."~,, ~,j*;&iJ?,J'~,~}&~';}. .~ ~,J"'-J~J;;! ~~~-l!:;,~_ -' .",>.'?t.;.t,'~_, ~~"' ,,"'J h ~...r,;,.~_" ~...,>.....j nla $ 28,667.71 nla 62% 8D% 18% one A - E~stlllke I $ 1Q.4,73D.73 $. ~Df3,637 ,~9 ... $ (1,99!,,56) . 77% 85% 8% one B ..Eastlake Greens $ 65,6D2.26 $ 52,948.D3 $ 12,654.23 71% 1DD% 29% .()n_e...~ :gIYIrainl~g Ctr.. $- . ..8D,~7,9.5.. $ 2,715.83. $ 7?,732,,11 63% 7D% 7% .. .pnelJ.-Salt(;reek I $ ....9D,!!,6D.3!i .$ 1D8,87!i,f3? $ .. (18,O1~.?7l 47% 33% -14% one E. Tel nChnl12l $ 1215D.57 $ 8 378.0D $ 3,772.57 66% 72% 6% Tota $ 353,791.8~ $ . ~79,554,78 $ . 74,237,fJIJ Avera $ 70 758.37 $ 55910.96 $ 14847.4 64.7% 71.9% 7.2% (1) Zones A . D share in the cost of Otay Lakes Road medians and off-s"e parkways. Collectible and projected 'evenue for Otay Lakes Road are reflected in collectible and projected revenue for Zones A-D. ~I Portions of Eastlake I and Easllake Greens are in this benefit area 12-2 Page 3, Item !.:;.. Meeting Date 7/19/0~ Eastlake 1 and Salt Creek 1 The expenditures for Zone A and Zone D will exceed the amount of revenue that can be generated by the proposed assessment. This shortfall is the result of budgeted expenditures increasing at a rate greater than the maximum assessment. The availability of sufficient reserves for Zone A and Zone D will ensure that the City will provide the required maintenance during FY 2005/06. In the instance of Zone A, there were sufficient savings in FY 04/05 from reduced water usage to increase the reserve percentage. This increased reserve will be used to stabilize the collectible, as the budget continues to increase at a rate greater than the allowable maximum assessment. In Zone D, there were not sufficient savings to increase the zone's reserve percentage. As a result, the increased shortfall has produced a decreased reserve percentage. It is recommended that staff monitor the budget process during the next budget cycle to ensure Council is able to continue to collect sufficient funds for the proposed maintenance. Eventually, budgeted expenditures for maintenance of these zones will need to be reduced, or the property owners will have to approve, by ballot, an increase in their assessment to cover the maintenance costs. The report to Council on this district for Fiscal Year 200412005 noted this concern and made the same recommendation. Savings in FY 04/05 have improved the prospects for Zone A in the short term, but the pattern will eventually need to be addressed. Olymoic Training Center The current assessment for Zone C of Eastlake Maintenance District No.1 (Olympic Training Center) is lower than historic assessments. There are two primary reasons for the disparity. The assessment initially included the maintenance of Wueste Road slopes and paths; however, these areas are now maintained privately by the Olympic Training Center as outlined in an agreement with the City (Resolution 18528). In addition, maintenance of an infIltration basin located at Wueste Road and Olympic Parkway, although now included in Zone C, will ultimately be shared between two other benefIting areas (portions of Eastlake Woods and Vistas). Currently, the basin is privately maintained by Eastlake. As a result of these reduced maintenance costs, the zone has sufficient reserves to offset budgeted maintenance costs in the district in the next fIscal year. Staff recommends setting the collectible for Zone C at $2.00 per EDD. This amount will go toward the zone's contribution to the maintenance of Otay Lakes Road only. Should the City accept additional maintenance responsibility for Zone C, the collectible will be adjusted in future years. OPEN SPACE DISTRICT NO.1 Open Space District 1 is located between East H Street and Telegraph Canyon Road, east of Pas eo Ranchero (Attachment 1). Table 3, below, compares the current year's assessment to the proposed assessment for FY 2005/06. Table 3. Historical and Proposed FY 2005/06 Assessment/Collectible, per EDU 0801 EI Rancho del Rey Units 1-4 12-3 Page 4, Item \:::. Meeting Date 7/19/05 Staff recommends for FY 2005/06 that the assessment remain the same as in FY 2004/05, plus an allowable inflation factor of 3.65% (please refer to tonight's primary Open Space agenda item for a discussion of the inflation factor), bringing the proposed assessment to $107.21 per EDU. Taking into account the estimated maintenance costs for FY 2005/06, and in order to maintain a reserve at or above the 50% level, staff recommends a collectible of $100.00 per EDU, with a reserve of 85% (Attachment 2). This recommendation represents an increase of $28.00 per EDU to the collectible rate. Table 4 below outlines the recommended reserve amount for the district, and compares the district's expenditure budget with the maximum assessment for the district. Table 4. Historical and Proposed FY 2005/06 Expenditure BudgetlReserve Budget 0801 EI Rancho del Rey Units 1-4 FISCAL IMPACT: The full cost of providing maintenance services in these districts totals $341,336. This entire amount is recovered through the OSD collectible and reserves detailed on the District Cost Summary worksheets (Attachment 2), resulting in no net impact to the General Fund. Attachments: 1. District Maps 2. Cost Summaries 1:\EngineeMGENDAlCAS21lOS\7-19-05\ELMDl&OSDl PH]YOS06.doc 12-4 ~~~"~~ .lK~ 0^'\?~~ ~~~ ~~~~, ~~'0;~~m~\ \ \1'\0 (!2q;e< _" .~ '\ ""~ ~ . ~ ~ T11B= B::1 t\ ~ lLl., ~~Ef \'yj :Sl' ~ ~~~~~~ 0. ~t:t ~~.:<<:: '( ~ ="" ~~ ~~~ 1 \;Slil::. '--'0//., ~ 'I ~ ~ ~ {( ~ ~ lS q; ~~" 1 ~i~ _ ?f1R9\ I :t:i!Jj IJ:l:c I. 0:::::: r:. :: ~ p ~ :::UC:=j ~ f!!l ~,J:3 9, 'G-Y Ir::.~ ~\ !;::!,,-Ci.? Wl1iLJ ~ , - \S ~ " " ~~~), ~t :6 '" 'f':#~_ ~' "\,,J\ I- 'Cl ~,-- - ;I;I: I ,~~ 1 \~\ :B ~~lh~ ~I~ s~ Q) U I: tS I: ! I: 0'" ~~ Q):tI: ~-w tSU -1:: ..t;~ lIltS"toI ~riI ~ ~ ~S ~ cD III ~ * ::i ~ - ~ ~ w I ~ III a: D.. ATTACHMENT 2 CITY OF CHULA VISTA OSD East/ake Maintenance District #1 (Otay Lakes Road) 2005/06 Fiscal Year District Cost Summary Personnel Services $0.00 $0.00 $ .00 Utility Charges 0.00 0.00 0.00 Trash Collection & Disposal Fees 0.00 0.00 0.00 Water Charges 0.00 0.00 0.00 Services to maintain structures, grounds 0.00 0.00 0.00 City Staff Services 0.00 0.00 0.00 Contract Services 28,667.71 35,000.00 35,000.00 Landscape Supplies 0.00 0.00 0.00 Materials to maintain structures, grounds 0.00 0.00 0.00 Backflow Certification 0.00 0.00 0.00 Professional Services 0.00 0.00 0.00 Supplementals 0.00 0.00 0.00 Other Commodities 0.00 0.00 0.00 Advertising 0.00 0.00 0.00 Transfer: Corporate Yard Debt Services 0.00 0.00 0.00 Storm Maintenance 0.00 0.00 0.00 Special Maintenance Fund 0.00 0.00 0.00 Estimated Maintenance Cost $28,667.71 $35,000.00 $35,000.00 Reserve Requirement (1) $22,934.17 $21,700.00 $31,500.00 Reserve Percent 80% 62% 90% Additional Reserve 0.00 0.00 0.00 Fund Balance (2) 26 324.60 26.255.00 42.943.00 Net Assessment (3) $25,277.28 $30,445.00 $23,557.00 Equivalent Dwelling Units (EDU's) 12,686.70 12,686.70 13,704.50 Collectible/EDU $1.99 $2.40 $1.72 Percent change from prior year -17% 40% 49% !:!Qllw;Q;rleliieE\!iv~ri$!i!m!lHil(I Revenue from even dollar payment :....$.$E$$MEll'lJ"::...................... Assessment with CPI (4) :eH.~l:i!!#gg.9.mIIrrI ,.., :.::::::::::,.:.:.:::::::,:/ .::\:::::::::.::::::.:.: :., .... Percent change from prior year (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2OOS12006 = 3.65% 12-7 CITY OF CHULA VISTA OSD Eastlake Maintenance District #1 (Zone A) 2005/06 Fiscal Year District Cost Summary Description 21105lil6 Amount 2004105 Amount 200312004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 1,637.00 280.00 35,651.00 1,450.00 21,690.00 18,986.21 800.00 750.00 0.00 800.00 3,550.00 0.00 0.00 1,137.00 0.00 0.00 $86,731.21 Otay Lakes Rd Collectible / EDU $2.00 $0.00 $0.00 1,637.00 0.00 280.00 0.00 35,651.00 0.00 1,450.00 0.00 20,559.00 0.00 23,180.00 0.00 800.00 0.00 750.00 0.00 0.00 0.00 800.00 0.00 360.00 0.00 0.00 0.00 0.00 0.00 1,216.00 0.00 0.00 0.00 0.00 0.00 $86,683.00 $83,076.00 $66,745.91 $81,206.00 77% 97% 0.00 0.00 68.249.00 103.337.00 $85,179.91 $60,945.00 9,828.60 9,828.60 $2.40 $1.72 $11.07 $7.92 40% 20% Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $73,721.53 85% 0.00 74381.36 $86,071.38 Equivalent Dwelling Units (EDU's) 8,809.30 CollectiblelEDU Percent change from prior year $11.77 6% QQi;;egQ1iIl'legfiMI!ID!$'lIi'l!!#iIl~lt Revenue from even dollar payment .. SES..MElu:lp........ .............,'.....,............,...-...,....... '..;..:. .. ::.. .:... ::.. .:.~. .:... .. :~i:~::jt[t ~:::::::::~:)}::t::}~:~:j::}::;~:::; :.;.:.:.:.:.:.:.:.,.z.;.:.:.:.:.,............. Assessment with CPI (4) ....'.,,'........................ ..... :il!:t............ ................................it;.......r~...!lMl!r $108,114.60 '..tHI'tJilllt $11.89 trtr\;$11i~1< ".:; .:.:-;.,.,.".,.,..... $77,842.51 ''IN\tWNV$1I'1I1121 $11.47 ;;@!'iAt;~!I~~!\lli! not available 2% (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve ~ Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 12-8 CITY OF CHULA VISTA aSD East/ake Maintenance District #1 (Zone B) 2005/06 Fiscal Year District Cost Summary i ~. I < ~ Personnel Services $0.00 $0.00 $ .00 Utility Charges 1,228.00 1,228.00 0.00 Trash Collection & Disposal Fees 0.00 0.00 0.00 Water Charges 16,802.00 16,802.00 0.00 Services to maintain structures, grounds 400.00 400.00 0.00 City Staff Services 8,150.00 7,725.00 0.00 Contract Services 14,105.28 14,990.00 0.00 Landscape Supplies 240.00 240.00 0.00 Materials to maintain structures, grounds 500.00 500.00 0.00 Backflow Certification 0.00 0.00 0.00 Professional Services 0.00 0.00 0.00 Supplementals 3,511.00 360.00 0.00 Other Commodities 0.00 0.00 0.00 Advertising 0.00 0.00 0.00 Transfer: Corporate Yard Debt Services 380.00 418.00 0.00 Storm Maintenance 0.00 0.00 0.00 Special Maintenance Fund 0.00 0.00 0.00 Estimated Maintenance Cost $45,316.28 $42,663.00 $40,602.00 Reserve Requirement (1) $45,316.28 $30,290.73 $39,789.96 Reserve Percent 100% 71% 98% Special Reserve 0.00 0.00 0.00 Fund Balance (2) 48.256.32 33.627.00 47837.96 Net Assessment (3) $42,376.24 $39,326.73 $32,554.00 Equivalent Dwelling Units (EDU's) 3,377.38 3,376.90 3,375.90 Otay Lakes Rd Collectible / EDU $2.00 $2.40 $1.72 Collectible/EDU $14.55 $14.05 $11.36 Percent change from prior year 4% 24% 40% qQl.;lj!i;qmll'lgef.~!!i!!ij.$;iijjjIlA6~ .... . ....... Revenue from even dollar payment A$.$ES$Mtil$fJJ}t::/ ... ;:~:::::}}~:}t~;}::}}:{::t:::~:::::)::::;:::'::::.:':-:,,", Assessment with CPI (4) I'lA~g!i;VI$QQI.;Ij;;I Percent change from prior year (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve ~ Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 12-9 CITY OF CHULA VISTA OSD Eastlake Maintenance District #1 (Zone C) 2005/06 Fiscal Year District Cost Summary Description 2005/06 Amount 2004105 Amount 200312004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 136.00 0.00 979.00 40.00 266.00 0.00 50.00 100.00 0.00 0.00 1.00 0.00 0.00 14.00 0.00 0.00 $1,586.00 $0.00 136.00 0.00 979.00 40.00 252.00 0.00 50.00 100.00 0.00 0.00 0.00 0.00 0.00 16.00 0.00 0.00 $1,573.00 $0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $1,520.00 Reserve Requirement (1) $1,110.20 $990.99 $1,489.60 Reserve Percent 70% 63% 98% Special Reserve 0.00 0.00 0.00 Fund Balance (2) 3.276.33 1.265.99 1.807.00 Net Assessment (3) $0.00 $1,298.00 $1,202.60 Equivalent Dwelling Units (EDU's) 500.00 500.00 500.00 Dtay Lakes Rd Collectible / EDU $2.00 $2.40 $1.72 CollectiblelEDU $2.00 $5.00 $4.13 Percent change from prior year -60% 21% 1% !:lQ..... .......Q\TIl1l!;:ll'iiPil@ll,...lm!!;!yl'!{.nn. Revenue from even dollar payment ............$,;$$MI1<Nl'.FJi...!\.., JlYlg.......... Assessment with CPI (4) .1Q(f!1.&lgtIfI{itff@iHH:Ir:Ctfttf~tit~ft~~:;::::)::}::::::::' Percent change from prior year (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 20OS/2006 = 3.65% 12-10 CITY OF CHULA VISTA OSD Eastlake Maintenance District #1 (Zone Dj 2005/06 Fiscal Year District Cost Summary $ ~ & I. l . . Personnel SelVices Utility Charges Trash Collection & Disposal Fees Water Charges SelVices to maintain structures, grounds City Staff SelVices Contract SelVices Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional SelVices Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt SelVices Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 1,228.00 280.00 41,007.00 1,520.00 19,285.00 26,072.88 0.00 16,100.00 0.00 400.00 1,056.00 0.00 0.00 970.00 0.00 0.00 $107,918.88 $0.00 1,228.00 280.00 41,007.00 1,520.00 18,280.00 27,689.00 0.00 16,100.00 0.00 400.00 360.00 0.00 0.00 1,074.00 0.00 0.00 $107,938.00 ReselVe Requirement (1) ReselVe Percent Special ReselVe Fund Balance (2) Net Assessment (3) $35,073.64 32.5% 0.00 53 234.96 $89,757.56 $50,191.17 47% 0.00 71.365.34 $86,763.83 Equivalent Dwelling Units (EDU's) 423.40 423.40 Otay Lakes Rd Collectible / EDU $2.00 $2.40 Collectible/EDU Percent change from prior year $213.99 3% $207.32 28% Q9~li:!$;QTlaeed~ygtl$!!ii9Miltg Revenue from even dollar payment 'AS$Iii$$MliiI\lJr'.'."'''''''7'..''.' ,..,..,.,.",.,.,.,.,"""',.,.,.,.,...,...,.,.,.,.,.,".".. Assessment with CPI (4) n!iJ$~.!!T;{l11 $87,643.80 :tttftttJ:jmfmnj:ntiI12o.1~14t $214.60 ?.J#$'lMI!l 2% (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 12-11 $ .00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 $104,317.00 $88,669.45 85% 0.00 124.888.11 $68,098.34 423.40 $1.72 $162.56 not available CITY OF CHULA VISTA aSD East/ake Maintenance District #1 (Zone E) 2005/06 Fiscal Year District Cost Summary Description 2005/06 Amount 2004105 Amount 2003/2004 Personnel Services $0.00 $0.00 $0.00 Utility Charges 0.00 0.00 0.00 Trash Collection & Disposal Fees 0.00 0.00 0.00 Water Charges 0.00 0.00 0.00 Services to maintain structures, grounds 0.00 0.00 0.00 City Staff Services 1,271.00 1,205.00 0.00 Contract Services 0.00 0.00 0.00 Landscape Supplies 0.00 0.00 0.00 Materials to maintain structures, grounds 0.00 0.00 0.00 Backflow Certification 0.00 0.00 0.00 Professional Services 0.00 0.00 0.00 Supplementals 962.00 0.00 0.00 Other Commodities 0.00 0.00 0.00 Advertising 0.00 0.00 0.00 Transfer: Corporate Yard Debt Services 65.00 75.00 0.00 Storm Maintenance 0.00 0.00 0.00 Special Maintenance Fund 6.080.00 6080.00 0.00 Estimated Maintenance Cost $8,378.00 $7,360.00 $7,275.00 Reserve Requirement (1) $6,032.16 $4,857.60 $4,656.00 Reserve Percent 72% 66% 64% Special Reserve 38,948.00 32,868.00 32,868.00 Fund Balance (2) 45.762.79 37.517.00 43.082.00 Net Assessment (3) $7,595.37 $7,568.60 $1,717.00 Equivalent Dwelling Units (EDU's) 397.11 397.11 386.00 Collectible/EDU $19.13 $19.06 $4.45 Percent change from prior year 0% 328% not available (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 2005/2006 = 3.65% 12-12 CITY OF CHULA VISTA OSD 1 (EI Rancho del Rey Units 1-4) 2005/06 Fiscal Year District Cost Summary Personnel Services $0.00 $0.00 $ .00 Utility Charges 716.00 716.00 704.00 Trash Collection & Disposal Fees 1 ,400.00 1 ,400.00 1 ,400.00 Water Charges 23,591.00 23,591.00 22,793.00 Services to maintain structures, grounds 770.00 770.00 770.00 City Staff Services 1 0,891.00 1 0,323.00 8,673.00 Contract Services 18,652.27 17,390.00 17,390.00 Landscape Supplies 980.00 980.00 980.00 Materials to maintain structures, grounds 1 ,040.00 1 ,040.00 1 ,040.00 Backflow Certification 0.00 0.00 0.00 Professional Services 1,600.00 1,600.00 1,600.00 Supplementals 1,610.00 360.00 360.00 Other Commodities 0.00 0.00 0.00 Advertising 0.00 0.00 0.00 Transfer: Corporate Yard Debt Services 531.00 580.00 576.00 Storm Maintenance 0.00 0.00 0.00 Special Maintenance Fund 0.00 0.00 0.00 Estimated Maintenance Cost $61,781.27 $58,750.00 $56,286.00 Reserve Requirement (1) $52,514.08 $49,937.50 $42,214.50 Reserve Percent 85% 85% 75% Special Reserve 0.00 0.00 0.00 Fund Balance (2) 48.501.82 60 923.00 34.185.00 Net Assessment (3) $65,793.53 $47,764.50 $64,315.50 Equivalent Dwelling Units (EDU's) 661.79 661.79 661.79 Collectible/EDU $99.42 $72.17 $97.18 Percent change from prior year 38% -26% 0% PQ4!:EPmIBW;~~yijijj$!Im9ij!iti Revenue from even dollar payment ~$!;$$M!;I\!it,':f ).)i............................... Assessment with CPI (4) Bijd.."..iflea.U:::{::::~:J~{!t:;;::::::::::: :::,:.::::::::::::::::::,:,;,:,:",:,.:;::::;:,:.;.:.:........ ... Percent change from prior year ..... .....................................~~O'"'''' t::~::: }:?tt:}}~(/:~:J:(:t::t:ttt{::::~:i:.. ..~~~.,i $66,179.00 (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 200512006 = 3.65% 12-13 DRAFT RESOLUTION NO. 2005 - . RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR EASTLAKE MAINTENANCE DISTRICT NO.1 AND OPEN SPACE DISTRICT 1 WHEREAS, prior to the adoption of this resolution, the City Council has caused the formation of various districts under and pursuant to state law; and WHEREAS, as required by ordinance, the City Engineer has prepared and filed the annual reports for all existing Open Space Maintenance Districts in the City; and WHEREAS, on June 21,2005, Council approved the engineer's reports and set July 19,2005 as the date for the public hearing; and WHEREAS, the proposed assessments for Fiscal Year 2005/2006 is as follows: Table 1. Historical and Proposed FY 2005/06 Assessment/Collectible, per EDU Eastlake Main!. District # 1 Otay Lakes Rd (11 nla nla nla $ 2.40 $ 2.00 $ (0.40) -17% $ 25,373.40 Zone A - Eastlake I $ 11.22 $ 11.47 $ 11.89 $ 11.00 $ 11.80 $ 0.80 6% $ 103,949.74 Zone 8 - Eastlake Greens $ 18.341 $ 18.741 $ 19.42 $ 14.00 $ 14.60 1$ 0.601 4% $ 49.309.75 Zone C - Oly Training Ctr $ 151.891 $ 155.23 1$ 160.90 $ 5.00 1$ 2.00 I $ (3.00) I -60% $ 1,000.00 Zone 0 - Salt Creek I $ 202.58 $. 207.04 1$ 214.60 $ 207.00 I $ 214.00 1$ 7.00 I 3% $ 90,607.60 $ Zone E - Tel C n Chnl ('I $ 30.60 $ 0% $ 7,545.09 District Total $252,412.18 (1) Zones A - 0 share in the cost of Otay Lakes Road medians and off-site parkways. Collectible and projected revenue for Otay Lakes Road are reflected in collectible and projected revenue for Zones A-D. (~ Portions of Eastlake I and Eastlake Greens are in this benefit area Table 2. Historical and Proposed FY 2005/06 Assessment/Collectible, per EDU aso 1 EI Rancho del Rey Units 1 - 4 12-14 DRAFT NOW, THEREFORE, BE IT RESOLVED as to Eastlake Maintenance District No.1 and Open Space District I herein referenced that the City Council of the City ofChula Vista does hereby find that written protests against the proposed assessment has not been made by owners representing more than one-half of the area of land to be assessed from the improvement and confirms the diagram and assessment contained in the Engineer's Report, and orders the open space and maintenance facilities to be maintained. The adoption of this resolution shall constitute the levy of assessments and collectibles as proposed in the Engineer's Report for the 2005/2006 fiscal year and set forth hereinabove for Eastlake Maintenance District No.1 and Open Space District I. Presented by Approved as to form by , -fA oor City Attorney Sohaib AI-Agha City Engineer 12-15 COUNCIL AGENDA STATEMENT Item ~ Meeting Date 7/19/05 ITEM TITLE: Public Hearing to consider testimony for FY 2005/06 levy of assessments and collection against those assessments for City Open Space District 11. Resolution Space District 11. Levying the assessments and collectibles for City Open SUBMITTED BY: City Engineer 5/><. ~ REVIEWED BY: City Manager IJf?! (4/5ths Vote: Yes_No.x.> This is one of three companion agenda items to the primary Open Space assessments agenda item, which provides all general background information and details regarding the proposed Open Space Districts assessments for FY 2005/06. The present item includes information specific to Open Space District 11. RECOMMENDATION: That Council conduct the public hearing and adopt the resolution. BOARD/COMMISSIONS: N/A DISCUSSION: Open Space District 11 is located along East H Street between 1-805 and Del Rey Boulevard (Attachment I). General information about this and most other open space districts is contained in the primary Open Space assessments item, presented on tonight's Council Agenda. Table 1, below, compares the current year's assessment to the proposed assessment for FY 2005/06. Table 1. Historical and Proposed FY 2005/06 A sessmentlCollectible (per EDU) Staff recommends for FY 2005/06 that the assessment remain the same as in FY 2004/05, plus an allowable inflation factor of 3.65% (please refer to tonight's primary Open Space agenda item for a discussion of the inflation factor), bringing the proposed assessment to $107.10 per EDU. Taking into account the estimated maintenance costs for FY 2005/06, and in order to maintain a reserve at or above the 50% level, staff recommends a collectible of $75.00 per EDU, with a reserve of 100% (Attachment 2). This recommendation represents a reduction of $21.00 per EDU to the collectible rate. Table 2 below outlines the recommended reserve amount for the district, and compares the district's expenditure budget with the maximum assessment for the district. 13-1 Page 2, Item 13. Meeting Date 7/19/05 Table 2. Historical and Proposed FY 2005/06 Expenditure BudgeUReserve Budget Expenditure Budget Reserve Budget (%) ~\ . ~ ~e~;> ~ ,N" -""~ ;T'v~~':~/,~~""'W';."",/ "~,,"'), ~~::-'':"'~ ""''''', /'- ~ 1>" _ ~ -, , ~~'f> ,'" 'ft,; :hl ','" ,~':~~~/,::'l':~~-tl'l"~"~''i',,~,I,'r~"i,,' .k,1 ,":," _ " , ,I{, :!'~"J~ ~, "r'~"^","-;>'&,!._/'r ~ lrv,~~~ 0.1..", ,_ 'c" ,I' ,,~,'<~~,f ~,:J ^-'/,," "~~""el ?""""\TI~' :r"",.r..-" '" 'j" ~''''1- " , A,I "'''''''''1:] " I" " .<=4""\11, ,,'_^' ''''>\'J_~~'1;, ....~'_ _'..' ~, " ;o..",;..."...l,AJ,;"""--"""!ir~o.L,,._~~\.-.....}~,,;:l"~~:1.\ ';!"_"ii,.t;,:"i""d. ,~f,j{ j'^""";ii, ~~~,jj'k~' ,~",,,;1i,,~~,,",<.~~ $ 141,477.48 $ 137,685.33 $ 3,792.15 95 Yo 100Yo 5Yo Because this District was formed as a result of a 100% petition by the landowners and the assessment is not being raised above the allowable inflation factor, as provided for in the Municipal Code, this District is exempt from the provisions of Proposition 218. FISCAL IMPACT: The full cost of providing maintenance services in this district totals $137,685. This entire amount is recovered through the OSD collectible and reserves detailed on the District Cost Summary worksheet (Attachment 2), resulting in no net impact to the General Fund. ATTACHMENTS: 1. District Map 2. Cost Summary J:\Emrineer\AGENDA\CAS2005\7-19-0S\OSD 11 PH FY0506.doc 13-2 / ::::.iT 'iI11A A' r ~~ .~ A<' Ill) 1/ ~~:i? SO d'1%~~,W" ~.~\;:" ~ q:<ri -)k;~'IffIi~ 7'- ~. ~ ~ ~~,~%;oUl~~~-e . fiI'~~ .:.i :,,~~~ f,. ~~,'<:;;I:' ::<G ..::c" II U- .... ~~ . i:::-C -- ~ ... ~ ,</X/'J-, f ,,'" .... .VS~<<" 'I "pol Q) "" ~ )~ 1) ,,<8 JlS "/I ~ ~ .. ~ v. _~ ~ ..t;'t:I ~:y>Y\\o!" J ~~ tE r" . ~ " H! '-i ~~:..-'~ ~~ ~~~ . \,~ \-0 .,....x;::::c ?l ~<i ." \ ~~\ ~"H\' r~\~ iT1 \'}.--'..P- I, 'Ii ~ ~. 1 M A< - ''f'-~ c'Y \ a lC I \'\ /1"\ ~~U1ll~ ~" - ~~ 'Y T\\.~ ~I!i ,,~,,~~Vl:~ ~~ ~ t- ~" 'S 0h\\,\~, "7;^ 4Y~\\t{l{; 1:5 ~ ~W\\1,(\ '1)Tn'~"~' 'c..} \ ,g>(( 1c~~~ ~ :(' n ",;!:7l 'll .J. ~ I " \ ' " ~ \\ ''11-) I "~...~c~.~ .1.---"-.-\ \Z J2i\ ~~~~ see ~ J. ~ ,'" ~~ z . ; n?", ~ rill W a ::ii I [? . I; I. ~,rroru ii5 I- &'@t ~ ~ -ri\\\lli C ~~ W ~ ,(,i\-f@\\\ ~ II: a. ~ ~~ hq 00'" :,y'l\.. ~ t~ r--~~. \~ t\~~/ 1 \ VIA ~~~ ~1~~_ ,<,>-~fI ~ 'i ~~- ~ y \ I '" ~~tll a~ ~IJla~ a s '- . y ~ ATTACHMENT '2. CITY OF CHULA VISTA OSD 11 (Hidden Vista Village) 2005/06 Fiscal Year District Cost Summary Description 200S/1l6 Amount 2004/05 Amouilt 2003/2004 Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 687.00 4,480.00 37,216.00 9,400.00 23,882.00 48,149.33 711.00 3,440.00 0.00 6,800.00 1,690.00 0.00 0.00 1,230.00 0.00 0.00 $137,685.33 $0.00 687.00 4,480.00 37,216.00 9,400.00 22,637.00 47,257.00 711.00 3,440.00 0.00 6,800.00 440.00 0.00 0.00 1,345.00 0.00 0.00 $134,413.00 $0.00 675.00 4,480.00 35,957.00 9,400.00 20,127.00 47,257.00 711.00 3,440.00 0.00 6,800.00 440.00 0.00 0.00 1,336.00 0.00 0.00 $130,623.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $137,685.33 $127,692.35 $96,661.02 100% 95% 74% 0.00 0.00 0.00 175 386.83 135 560.00 94 720.00 $99,983.83 $126,545.35 $132,564.02 1,321.04 1,321.03 1,321.03 $75.69 $95.79 $100.35 -21% -5% 1% Equivalent Dwelling Units (EDU's) CollectiblelEDU Percent change from prior year QQJ;;ggQmlegg@gvj!il$l@!i1#!l~( Revenue from even dollar payment A$$g$$MeN% Assessment with CPI (4) (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as of June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 200512006'3.65% 13-4 DRAFT RESOLUTION NO. 2005 - RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR OPEN SPACE DISTRICT 11 WHEREAS, prior to the adoption of this resolution, the City Council has caused the formation of various districts under and pursuant to state law; and WHEREAS, as required by ordinance, the City Engineer has prepared and filed the annual reports for all existing Open Space Maintenance Districts in the City; and WHEREAS, on June 21,2005, Council approved the engineer's report and set July 19, 2005 as the date for the public hearing; and WHEREAS, the proposed assessments for Fiscal Year 2005/2006 is as follows: Historical and Proposed FY 2005/06 Assessment/Collectible (per EDD) NOW, THEREFORE, BE IT RESOLVED as to Open Space District 11 herein referenced that the City Council of the City of Chula Vista does hereby find that written protests against the proposed assessment has not been made by owners representing more than one-half of the area of land to be assessed from the improvement and confirms the diagram and assessment contained in the Engineer's Report, and orders the open space and maintenance facilities to be maintained. The adoption of this resolution shall constitute the levy of assessments and collectibles as proposed in the Engineer's Report for the 2005/2006 fiscal year and set forth hereinabove for Open Space Districts 11. Presented by Approved as to form by Sohaib Al-Agha City Engineer 13-5 COUNCIL AGENDA STATEMENT 1:1 Item ,f.)" ~ Meeting Date 7/19/05 ITEM TITLE: Public Hearing to consider testimony for FY 2005/06 levy of assessments and collection against those assessments for City Open Space District 14. Resolution Space District 14. Levying the assessments and collectibles for City Open SUBMITTED BY: City Engineer 6k REVIEWED BY: City Manaiir (4/5ths Vote: Yes_NoX) This is one of three companion agenda items to the primary Open Space assessments agenda item, which provides all general background information and details regarding the proposed Open Space Districts assessments for FY 2005/06. The present item includes information specific to Open Space District 14. RECOMMENDATION: That Council conduct the public hearing and adopt the resolution. BOARD/COMMISSIONS: N/A DISCUSSION: Open Space District 14 is located along the north and south of Country Vistas Lane (Attachment 1). General information about this and most other open space districts is contained in the primary Open Space assessments item, presented on tonight's Council Agenda. Table 1, below, compares the current year's assessment to the proposed assessment for FY 2005/06. Table 1. Historical and Proposed FY 2005/06 Assessment/Collectible (per EDU) Staff recommends for FY 2005/06 that the assessment remain the same as in FY 2004/05, plus an allowable inflation factor of 3.65% (please refer to tonight's primary Open Space agenda item for a discussion of the inflation factor), bringing the proposed assessment to $344.26 per EDU. Taking into account the estimated maintenance costs for FY 2005/06, and in order to maintain a reserve at or above the 50% level, staff recommends a collectible of $343.00 per EDU, with a reserve of 68% (Attachment 2). The budget for this District will exceed the amount of revenue that can be generated by the proposed assessment. However, due to expenditure savings in FY 04/05 as a result of reduced water usage, there will be sufficient funds to provide the required open space maintenance during FY 2005/06. It is recommended that staff monitor the budget process during the next budget cycle to ensure Council is able to 14-1 Page 2, Item 14- Meeting Date 7/19/05 recommended that staff monitor the budget process during the next budget cycle to ensure Council is able to continue to collect sufficient funds for the proposed maintenance. Once excess funds are no longer available, the budget and/or maintenance services will need to be reduced, or the property owners will have to approve, by ballot, an increase in their assessment to cover the maintenance costs. Table 2 below outlines the recommended reserve amount for the district, and compares the district's expenditure budget with the maximum assessment for the district. Table 2. Historical and Proposed FY 2005/06 Expenditure BudgeUReserve Budget Because this District was formed as a result of a 100% petition by the landowners and the assessment is not being raised above the allowable inflation factor, as provided for in the Municipal Code, this District is exempt from the provisions of Proposition 218. FISCAL IMPACT: The full cost of providing maintenance services in this district totals $300,910. This entire amount is recovered through the OSD collectible and reserves detailed on the District Cost Summary worksheet (Attachment 2), resulting in no net impact to the General Fund. ATTACHMENTS: 1. DistrictMap 2. Cost Summary J:\EngineerlAGENDAICAS2005\7-19-05\OSD 14 PHY"Y OS06.doc 14-2 · . . .~ ~l I e~ ~y:zt~ LZ ~~..~?" .~.....~:I~I\I..w llf c ~"lL" 'f;! ~~.,~.~... ~ ~~. ... ~\ ( "if r 1\ !ilmffi ~ . ~fr ~"'" if21lll-\ LJ "" ~{ilfj. ,< ~'. lii?tJ..- ~ ..ill' "-" _, li . ,.-- HII ~ ::1"'l _ ~ <~ d ~ ) a = Il' ~ S ~ "",," . ~. " '" f'I ~ " v ,. " j \\l;;' 'll Cl 7 EE,! ~ Y'J ,,-<DO " ~ f w 'tl g ~ <<Illl1l "u, o/JJl !:11ma-", '" - ~ ) v ~ is III ..<0k;)';A ",.-, llIj " / /A \ . - ,- RiI iY " " ':h" , 1lI~ ~8" ~ 'Y' _~\~ A'Q" en, 0" ~ ~ ~ '" ''', \ , '0 _ ._ . r&'t" "'r Kli'i" Sf t, "" ~ ~~. .- "'%~ - ']f' ~ r::, 8 ,,"""' Y.,Rj;. ~._ ~~, ~"';' ~: ~-~"y 'I -i! ~ ~U,1jii/~l$t~ 2.'f] ~~\ ~ flJJ~i A~ ~ ~ ,Y E~:U; "5' p !l~m ~W. t: '('" \ ~ K ~ J c 01 ~" l """'" ~ ... - ~--'" ~ j ~ y '" · , . 0 .... . , ~~ ,Z' = (r '. ~ \~ ~~ ~'. ", ~ ~'lil E ' "" r m ,.<: l1. '" 0' F I 6J ~ 4$if 1'-'ee 'f/!I!f4iiiJfffi I ~ ~ 'l< ~" "'", W~n tt'~ 0 ;jl ~ "'"'~ ~ i>j w YI' ~ K c ~~IIC - w ~ 0;"" ~"" ",,-,,, t ^" f-/ ~ . r" ~~~,)i'~ \ ,<; ~ J C>i ig;g" . ~ ~ ~0\X:j~Jd$ ;^ S h\111 .t: -f'K'B. ~ ~~J 2 ~CQ ~~ ~-\.= . ATTACHMENT 2. CITY OF CHULA VISTA OSD 14 (Bonita Long Canyon) 2005/06 Fiscal Year District Cost Summary Personnel Services Utility Charges Trash Collection & Disposal Fees Water Charges Services to maintain structures, grounds City Staff Services Contract Services Landscape Supplies Materials to maintain structures, grounds Backflow Certification Professional Services Supplementals Other Commodities Advertising Transfer: Corporate Yard Debt Services Storm Maintenance Special Maintenance Fund Estimated Maintenance Cost $0.00 2,045.00 5,600.00 100,205.00 1,400.00 52,700.00 116,550.96 3,176.00 4,000.00 0.00 10,000.00 2,490.00 0.00 0.00 2,744.00 0.00 0.00 $300,910.96 $0.00 2,045.00 5,600.00 100,205.00 1,400.00 49,953.00 122,729.00 3,176.00 4,000.00 0.00 10,000.00 1,240.00 0.00 0.00 3,043.00 0.00 0.00 $303,391.00 Reserve Requirement (1) Reserve Percent Special Reserve Fund Balance (2) Net Assessment (3) $204,619.45 68% 0.00 205.674.60 $299,855.81 $201,755.02 67% 0.00 215 195.00 $289,951.02 Equivalent Dwelling Units (EDU's) 873.36 873.36 Collectible/EDU Percent change from prior year $343.34 3% $331.99 18% qQ!;J:igQTI"'tigH~\.i~jj$jjffi!#i!!~; Revenue from even dollar payment . .S.ES.S.MENT................. . . ..,~........,... ",.:_.' ..::.............,:.:........:...'.r.:t:::::tr::::;::::;::,:::::;. Assessment with CPI (4) i.}$~$~;Qll $291,702.00 :1~~!M4 $344.26 IJ!.lJ~7MI' 3% (1) Reserve Requirement = Estimated Maintenance Cost x Reserve Percent (2) Estimated fund balance as at June 30 of each year (3) Net Assessment = Estimated Maintenance Cost + Reserve Requirement + Additional Reserve - Fund Balance (4) CPI Change for FY 200512006 = 3.65% 14-4 $ .00 2,010.00 5,600.00 96,816.00 1,400.00 45,538.00 122,729.00 3,176.00 4,000.00 0.00 10,000.00 1,240.00 0.00 0.00 3,023.00 0.00 0.00 $295,532.00 $198,006.44 67% 0.00 248 304.00 $245,234.44 873.36 $280.79 1% DRAFT RESOLUTION NO. 2005 - RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA VISTA LEVYING THE ASSESSMENTS AND COLLECTIBLES FOR OPEN SPACE DISTRICT 14 WHEREAS, prior to the adoption of this resolution, the City Council has caused the formation of various districts under and pursuant to state law; and WHEREAS, as required by ordinance, the City Engineer has prepared and filed the annual reports for all existing Open Space Maintenance Districts in the City; and WHEREAS, on June 21,2005, Council approved the engineer's report and set July 19,2005 as the date for the public hearing; and WHEREAS, the proposed assessments for Fiscal Year 2005/2006 is as follows: Historical and Proposed FY 2005/06 Assessment/Collectible (per EDD) NOW, THEREFORE, BE IT RESOLVED as to Open Space District 14 herein. referenced that the City Council of the City of Chula Vista does hereby find that written protests against the proposed assessment has not been made by owners representing more than one-half of the area of land to be assessed from the improvement and confirms the diagram and assessment contained in the Engineer's Report, and orders the open space and maintenance facilities to be maintained. The adoption of this resolution shall constitute the levy of assessments and collectibles as proposed in the Engineer's Report for the 2005/2006 fiscal year and set forth hereinabove for Open Space Districts 14. Presented by Approved as to form by Sohaib AI-Agha City Engineer ~dOtuJ Mo . City Attorney 14-5 "" ~ ~ a c! ~ < ~ c..:l < - o ~ - :I: rJ:J Z o - Eo-< < .....l ~ ~ rJ:J ~ c..:l ~ < :I: u ~ ~ ~ ~ rJ:J ... f2 '" .... ... g f2 f2 0 $ 0 $ "2 ~ ;:: ~ u .. ~ .. '" .. :a ~ .. ~ J: 1 ! ,! i 1 : ; i tool i i i : ~ ! r-'~-~-+'- J: ! ! I : ' ! -t I ;! I 4.--- i I I i J! II ~ ..!!l l ~ Cl ~. "- .5 ~ E .9 <fJ """'-j-"'~" --..-.\-".. "1:l <: ~ <: ~ E 6l i __"no I I i -+ i I ,""..\." . ,,-~-; "-~. i I ! i I I I I I I i I III o o ~ '" ~ ---- f'- o ~ ~J '..-.! I i I I I I I i I i I I I I I -t-oo I i I I III o o C\l (J) - ~ .... 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