HomeMy WebLinkAboutOrd 1998-2755ORDINANCE NO. 2755
ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA, ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY
OF COMMUNITY FACILITIES DISTRICT NO. 97-1 (OPEN SPACE
MAINTENANCE DISTRICT [OTAY RANCH - SPA ONE, VILLAGES
1 & 5]), AUTHORIZING THE LEVY OF A SPECIAL TAX IN SUCH
COMMUNITY FACILITIES DISTRICT
WHEREAS, the City Council of the City of Chula Vista (the "Legislative Body"), has
initiated proceedings, held a public hearing, conducted an election and received a favorable
vote from the qualified electors relating to the levy of a special tax in a community facilities
district, all as authorized pursuant to the terms and provisions of the "Mello-Roos Community
Facilities Act of 1982," being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code
of the State of California (the "Act"). This Community Facilities District is designated as
COMMUNITY FACILITIES DISTRICT NO. 97-1 (OPEN SPACE MAINTENANCE DISTRICT
[OTAY RANCH - SPA ONE, VILLAGES 1 & 51) (the "District").
BE IT ORDAINED AS FOLLOWS:
SECTION 1. The above recitals are all true and correct.
SECTION 2, This Legislative Body does, by the passage of this ordinance, authorize
the levy of special taxes at the rate and formula as set forth in Exhibit "A" attached hereto
(the "Special Tax Formula"), referenced and so incorporated.
SECTION 3. This Legislative Body is hereby further authorized, by Resolution, to
determine the specific special tax rate and amount to be levied for the then current tax year
or future tax years, except that the special tax rate to be levied shall not exceed the maximum
special tax rate as authorized pursuant to the Special Tax Formula, but the special tax may
be levied at a lower rate.
SECTION 4. The proceeds of the above authorized and levied special tax may only
be used to as authorized by the Special Tax Formula.
The proceeds of the special tax shall be levied only so long as needed for its purpose,
and shall not be used for any other purpose.
SECTION 5. The above authorized special tax shall be collected in the same manner
as ordinary ad valorera taxes are collected and shall be subject to the same penalties and the
same procedure, sale and lien priority in case of delinquency as is provided for ad valorem
taxes; however, as applicable, this legislative body may, by resolution, establish and adopt an
alternate or supplemental procedure as necessary.
SECTION 6. The above authorized special tax shall be secured by the lien imposed
pursuant to Sections 3114.5 and 3115.5 of tile Streets and Highways Code of the State of
California, which lien shall be a continuing lien and shall secure each levy of the special tax.
The lien of the special tax shall continue in force and effect until the special tax obligation is
prepaid, permanently satisfied and canceled in accordance with Section 53344 of the
Government Code of the State of California or until the special tax ceases to be levied by the
Ordinance 2755
Page 2
legislative body of the local Agency in the manner provided in Section 53330.5 of said
Government Code.
SECTION 7. This ordinance and special tax shall be applicable for the referenced
District, as well as any future annexations.
SECTION 8. This ordinance shall be effective thirty days after its adoption. Within
fifteen days after its adoption, the City Clerk shall cause this ordinance to be published in the
"Star-News," a newspaper of general circulation in the City, pursuant to the provisions of
Government Code Section 36933.
Presented by
Approved as to form by
John Lippit
Publi~ector
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Page 3
EXHIBIT A
Part, IV - Rate and Method of Apportionment of Special Taxes
ANNUALTA~
A Spesjal Tax snail be levied annually an land within Commumty Facilities District No. 57-1
(Open Scace Maintenance District) of Ihe City of Chula Vista (the 'D!strict"). and collected
ascsrdan~ to toe Specks! Tax Liaallny de'.ermined Dy toe Czty cf Churn Vista (the 'City") through
'h= asoIicatian of tr, e following '-mc=~,,r,.s All of toe the
, - property within District. unless
otb~pN~se exempted by law or the express provEsions of the rate and method of assonionment
expresses below, snail be taxe~ ~a the extent and in the manner araviG5d bebw
be t:e aggregate sum of the Spec!al Tax for each SceciaZ Tax Area w~tn,n wn,cn me ParceJ js
All S:,ecial Taxes aopiicaPle Io Portals shall De collected in toe same manner and at the same
time as ordinary ad valorera prcper, y taxas. and the Special Taxes sc levied will be subject to
the same ;analties and procedures. sale and lien priority in case of ce!lncuency as is provides
for aC ';aidtern taxes.
DEFINITIONS
Acre or Acreage means the area cf a Parcel as shown on ire ',ares; maps of toe Assessor cf
the County of San Diego. or. if the area of such Parcel is nor shown cn such Assessor's mass
the area as shcwn on a Current recorced su,,?,division map. parcel map. record of survey cr
other recorded document creating or cescriDing the Parcel, If the preceding maps are
availa.~{e. the area shall be determined by the City Engineer.
Administrative Expenses means the direct and indirect expenses incurred by the City in
carrying cut its dunes with respect to trf~J District (including. but not limited to. the levy and
csZ!emicn cf the Special Taxes) indudih_a the fees and expenses of ,is counsel Any fees of toe
County related to toe District cr the csIlecbcn of Special Taxes. an aZlocaDle share of the
salaries of Gty staff ~irectly related thereto. any smoums paid oy the City from its general fund
with respect ~o lhe District. and expenses lncL:rred by the City In undertaking actions to
lores!see on properties for which the payment of Special Taxes is delinquent, and all other
casts and expenses Of the City feinted Io the D~strict
Building Square Foot or Square Footage means the square foolage as shown on the
ParceZ's building perm (s). excluding garages cr other structures not used as living space.
City means the C~ty of Chula V!sta
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Developed Parcel means Taxable Prcpe:ly for which a foundation building permit or
other form of building permit has been issued as of March 1 of the preceding Fiscal
Year.
District means the Open Space Maintenance District - SPA One (Villages l& 5) of the
Ccmmu&ity Facilities District No, 97-1 of the City oZ Chula Vista.
Facilities means those improvements defined in Par~ U of the Special Tax Repc,1 Cared
JuLy. 1, 1~9;~ for Community Faci)ities District No. 97-I of the City of Cnula Vista
Rscal Year means the period start, ing cn July 1 a,~: enoing the following Jur~e ';3
Maximum Special Tax means the max!mum special tax that can :e levied w~tn=n CFD
No. 57-1 by the City Council in any Fiscal Year for each Parcei of Taxable Prope.':.y
Non-Residential Uses shall reduce 811 Developed Pardais wn.cs are not zoned for
Resident:a[ Uses including cornmar:col. mdustr;a!. and community puohc facih:y (CPF)
uses.
Operating Fund means a fund that shall be maimamed for eac.: Special Tax Area
within the District for any Fiscal Year to pay for t:e actual costs of mainIanance repair.
and replacement of [he Facilibes. and the Admin!strative Expenses
Operating Fund Balance means ~ne amount of ,'undo in the Opera:;n_c Fund at t::e er~d
of the preceding Fiscal Year
Operating Fund Requirement means ~or any Fiscal Year an amount for each Spec;al
Tax Area equal to the budgeted costs of the maintenance. repair and replacement of
the Facilities which have been accepted and maintained by the District cr are
reasonably expected tO be accepted and maintained by the District during the current
Fiscal Year plus the budgeted Adminislrative Expenses of the District for the current
Fiscal Year in which Special Taxes are levied,
Parcel means any San Diego County Assessor'5 Parcel or portion thereof that :s within
the boundaries of the District designated on a map of the San Dtego County Assessor
and which has been assigned a d~screte identifying number on the equalized ;ax rolls
Of the County.
Reserve Fund means a fund that shall be maintained for each Special Tax Area to
provide necessary cash flow for operations and maintenance for the first six months Of
each Fiscal Year. working capital to cover maimchance and repair cost overruns and
delinquencies that may arise in connection with tr, e coiledlion of Special Taxes and a
reasonable buffer against large variaucns in annL;al special tax amounts
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Reserve Fund Balance means the amounl of funds in the Reserve Fund at the end of
'h" preceding Fiscal Year.
Reserve Fund Requirement means the required balanse in the Reser:,e Fund equal
up to 100% of the Operating Fund Requirement.
Residential Uses shall incbde those residential uses as perm~tte~ ,n the City zoning
arqinan."~.
Special Tax means the special tax or special taxes actually levied ',,.,~tnin CFD Na 9%
i.
Special Tax Area means one af the two specific areas comprising scot;tic Parcels as
sncv,.n in :'xhibi~ B ,of the Special Tax Repp,1 dated Ju!y i. 19_:5 for Community
Fa:";'~es Dis.tic: No 97-i sf the C~t.,,, of Cn:..?,a Vista
Special Tax Liability for any Fiscal Year is an amount :'etermined for each Special
Tax A~ea su~cient Io pay the costs of the Diszrict. including: (i) the amount repuired tp.
be deposited into the Operating Fund to meet the Operating Fund Re~uiremem. less
~,he Operating Fund Balance. and (ii) the total amount required to be qeposiled into the
Reserve Fund if any. to meet the Reserve Fund Requirement. less the Reserve Fund
Balance
Taxable Property is all real property or Parcels within ~he boundar,es of the Distncl
whi.:.h are not exempt from the Special Tax pursuant to law. or which are not classified
or assigned to the Exempl Calegory as defined harem,
Careaeries of Special Taxes
Residential Category:
The residential category includes each Developed Parcel within the District which is
zoned for Residential Uses by the City ('Residential Category").
The Maximum Special Tax that may be levied wzthin Soejal Tax Area A for Fiscal
Year 1995199 on each Developed Parcel assigned la the Residential Category ~hall
be $0.05,::4 per Building Square Fop
The Maximum Special Tax that may be levie.~ wKhin Special Tax Area B for Zhe
Fiscal Year 199811999 on each Developed Parcel assigned tp the Residential
Caregory shall be 501977 per Building Square Fop[.
Said Maximum Special Tax Races snail be increased or :ecreased each Fiscal Year
thereof:or by 8 fa:tor which shall be the lesser Of the annual percan'.age change in Ihe
January to Janua.'y San Diego Metrcpohtan Area All Uroan Consumer Price Index (All
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Items) or the annual percenIage change in the estimated California Fourth Quarter Per
Capita Personal Income as contained in the Govemor's budget published every
January.
Non°Residential Category
The non-re. sidential category includes all Developed Parcels in the District which are
not zoned by the City for Residential Uses ("Non-Residential Category")
"The Maximum Special Tax that may be levie~ within Spat;el Tax Area A for the
Fiscal Year 1.cga/g9 on each Developed Parcel assigned to the Non-Resicential
Catego,"/shall be 51.143 per Acre (sa~d amount to be levie¢.. era rata fcr any portion
of an Acre)
The Maximum Special Tax that may De levie~- within Spat:el Tax Area B for the
Fiscal Year IS-~./_c9 on each Developed Parcel assigned to the Non-Res~Cential
Categon.,,' snalt De S2.538 per Acre (sad amount [o De levieC ~.rc rata for any poP. On
of an Acre),
Said Maximum Special Tax rates shall be increased or decreased each Fiscal Year
thereafter by a factor which shall be the lesser of the annual percentage change in the
JanGary to January San Diego Melropolitan Area All Urban Consumer Price Index (Aft
Items) cr the annual percentage change in the esbmated Calif,~rnia Fcur, h Qua.':.er Per
Capita Personal Income as contained in ~he Gcvernor's buoget publishec every
January.
Exempt Category
The exempt category includes each property owned by. conveyed or irrevocably
offered for dedication to a public agency. land which is in the public rignt-oPway.
unharmed utility easements which make utilization for other than the purpose set foRh
in Ihe easement impractical. common areas. private streets and parks. and open space
lots ("Exempt Category").
Vacant Land Category
The vacant land category includes each Parcel of Taxable Property assigned to the
District not subject to a Special Tax under any other category described above ('Vacant
Land Category").
The Maximum Special Tax which ,rnay be levied on each Parcel within the Vacant Land
Category for Fiscal Year 1998199 shall be the rates set forth in Table 1 below (said
amount to be levied pro rata for any portion of an Acre). Said Maximum Special Tax
shall be ~ncreased or decreased each FZscal Year thereafter by a factor which shall be
the lesser Of the annual percenlage change ~n ~he January ta January San De2o
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Metropolitan Area All Urban Consumer Price Index (All Items) or the annual percentage
change in the estimated Cahfornia Fourth Quarter Per Capita Personal Income as
contained in the Governor's budget published every January,
TABLE 1
Vacant Land Category
· Maximum Special Tax Rate per Acre
Special Tax Area
Special Tax Area A
Special 'Tax Area B
Maximum
Soecial Tax Rate
Si 293/A:re
S2 570/Azre
ASsLmnmen( to Camelot,as of Spas;of Taxes
Category. or vacam Land Category. Parse!s suoJect to levy snarl De determined based
upon the records of the San D,ego County Assessor
Levv and Aaaortionment of Soec~af Taxes
The G:y shall determine the SpeGal Tax Liaaihty 3f each Special Tax Area in each
Fiscal Year on or about every July 1 (but in any event in su~'~cient ume to incbae the
levy of the Special Taxes on the County's securec tax roll) Special Taxes snarl then
be levied on each Parcel assigned to the Residential Category Non-Residential
Category. and Vacant Land Category within each Special Tax Area in the following
order of prionly:
Step 1: Determine the maximum revenue which could be generated in each Special
Tax Area by multiplying the to~al Building Square Footage of all Developed
Parcels assigned to the Residentia Category in eacn Special Tax Area by the
Maximum Special Tax per Building Square Foot and aod~ng
maximum Special Tax revenue which could be generated by multiplying the
total Acreage of all Developed Parce!s assigned to the Non-Residemia~
Colegory in cash Spesial Tax Area by the Maximum Special Tax per Acre.
Step 2:
If the total Special Tax revenue as calc=~ated in Step 1 for the Special Tax
Area is greater than the Special Tax L~abifity of such SpeCial Tax Area. reduce
the Special Tax for each Parcei proportionately so that the Special Tax levy for
[,be Fiscal Year ts equal to the Spat;el Tax Liability ior me Fiscal Year
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Step 3:
If the total Special Tax revenue as calculated in Step 1 is less than the Specaal
Tax Liability of such Special Tax Area, a Special Tax shall be levied upon each
Parcel assigned to the Vacant Land Category. The Special Tax for the Vacant
Land Category shall be calculaled as the lessor of:
(i) The Special Tax Liability for each Special Tax Area. less lhe totaI of funds
· generated for all Parcels within that Special Tax Area under Step 1 above.
,, divided by the total Acres for all Parcels assigned to the 'Vacant Land
Category" within that Special Tax Area.
OR.
the Maximum Speciat Tax raze for Parce!s w~thin that Soecial Tax Area
However. in the event it is deIermined that the Speciat Tax L.abihty for Special
Tax Area A includes dehnquent Spec=al Taxes from Parcels m Ihe Vacant Land
Category from lhe prior Fiscal Year, the CIty shah determine me amount of
such delinquent Special Taxes that arose from such Parce!s and icontory
owner(s). The amount of delinquent Special Taxes. if any. that arose from
each owner shall firsl be diviCed by the telat Acres owned oy such owner(s).
and collected from Ihe respective Owner wlm the remaining portion of the
Special Tax Liabihty not related to delinquent Special Taxes to be collected
from Parcels in the Vacant La~,d Category according to the procedure set foc~h
m the preceding para,;rapn
Step 4: The total Special Tax tot each Parcei shall be the sum of the Special Taxes for
each Special Tax A~ea ~n which a Parcel is located.
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Page 10
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 13th day of October, 1998, by the following vote:
AYES: Councih'nembers: Rindone, Padilia, Salas and Horton
NAYS: Councilmenqbers: None
ABSENT: Councilnqernbers: None
ABSTAIN: Councilmernbers: Moot
ATTEST:
Shir~Tvlayo/j~r
Authelet, City Clerk
STATE OF, CALIFORNIA )
COUNTY OF SAN DIEGO )
CITY OF CHULA VISTA )
I, Beverly A. Authelet, City Clerk of Chula Vista, California, do hereby certify that the
foregoing Ordinance No. 2755 had its first reading at a regular meeting held on the 6th day of
October, 1998 and its second reading and adoption at a regular meeting of said City Council
held on the 13th day of October, 1998,
Executed this 13th day of October, 1998.
~Authelet, City Clerk