HomeMy WebLinkAbout2006-020 RESOLUTION NO 2006-020
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
ATASCADERO, CALIFORNIA, ACTING IN ITS CAPACITY
AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES
DISTRICT NO 2005-1 (PUBLIC SERVICES), AUTHORIZING
THE ANNEXATION OF TERRITORY IN THE FUTURE TO
SUCH COMMUNITY FACILITIES DISTRICT
WHEREAS, the CITY COUNCIL of the CITY OF ATASCADERO, CALIFORNIA(the
"City Council'),has declared its intention,conducted proceedings and held a public hearing relating
to the authorization to annex territory in the future to a community facilities district pursuant to the
terms and provisions of the"Mello-Roos Community Facilities Act of 1982",being Chapter 2.5,Part
1,Division 2,Title 5 of the Government Code of the State of California,and specifically Article 3 5
thereof. The existing Community Facilities District is designated as COMMUNITY FACILITIES
DISTRICT NO 2005-1 (PUBLIC SERVICES) ("CFD No 2005-1"), and,
WHEREAS, it has now been determined to be within the best public interest and
convenience to establish a procedure to allow and provide for future annexations to CFD No 2005-1
and further to specify the amount of special taxes that would be levied in any territory subject to
future annexation,as well as setting forth the terms and conditions for certification of any annexation
in the future; and,
WHEREAS, the territory proposed to be annexed in the future shall be known and
designated as COMMUNITY FACILITIES DISTRICT NO 2005-1 (PUBLIC SERVICES)
(FUTURE ANNEXATION AREA)(the"Future Annexation Area"),and a map showing the territory
in the Future Annexation Area has been submitted and previously approved and a copy of said map
is and shall be kept on file with the transcript of these proceedings, and,
WHEREAS, it has now been further determined that written protests have not been received
representing a majority protest against the future annexation proceedings
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS
SECTION 1 Recitals. The above recitals are all true and correct.
SECTION 2. Annexation Authority This legislative body does hereby authorize the
annexation of the Future Annexation Area in the future pursuant to the provisions and authorization
of Section 53339 7 of the Government Code of the State of California.
SECTION 3 Public Convenience and Necessity This legislative body hereby determines
that the public convenience and necessity requires a procedure to allow and authorize the Future
City of Atascadero
Resolution No.2006-020
Page 2 of 5
Annexation Area to be annexed in the future to CFD No 2005-1 in order to pay the costs and
expenses for the required and authorized public services.
SECTION 4 Boundaries. A description of the boundaries and territory proposed to be
annexed in the future is as follows
All that property and territory within the Future Annexation Area proposed to be
annexed in the future to CFD No 2005-1, as said property is shown on a map as
previously approved by this legislative body,said map identified by the name of CFD
No 2005-1 and further designated as the Future Annexation Area,a copy of which is
on file in the Office of the City Clerk and shall remain open for public inspection.
SECTION S. Name of District. The name of the District is CITY OF ATASCADERO
COMMUNITY FACILITIES DISTRICT NO 2005-1 (PUBLIC SERVICES),and the designation for
the Future Annexation Area shall be COMMUNITY FACILITIES DISTRICT NO 2005-1 (PUBLIC
SERVICES) (FUTURE ANNEXATION AREA)
SECTION 6. Services. The services which CFD No 2005-1 is authorized to finance are in
addition to those provided in or required for the territory within CFD No 2005-1 and the Future
Annexation Area and will not be replacing services already available. A general description of the
services to be financed is as follows
POLICE AND FIRE SERVICES
Police services and fire protection and suppression services(the"Services")
of the City of Atascadero required to sustain the service delivery capability
for emergency and non-emergency services to new growth areas of the City
of Atascadero, including but not limited to, related facilities, equipment,
vehicles, ambulances and paramedics, fire apparatus, services, supplies and
personnel, provided, however, that any increases in special taxes for costs
related to employee wages and benefits shall be limited as provided in the
Rate and Method of Apportionment of the Special Taxes to fund such
Services.
PARK SERVICE
Park services of the City of Atascadero required for the operation and maintenance
of public parks.
The District is authorized to finance and direct administrative and incidental annual costs and
expenses necessary to provide the maintenance and servicing for public services. No additional
services will be necessary or provided in CFD No 2005-1 and the services as described for CFD No
2005-1 will serve the properties within CFD No 2005-1
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City of Atascadero
1%W Resolution No.2006-020
Page 3 of 5
SECTION 7 Special Taxes. It is the intention of this legislative body that, except where
funds are otherwise available, a special tax sufficient to pay for said services to be provided in CFD
No 2005-1 and the Future Annexation Area,secured by recordation of a continuing lien against all
non-exempt real property in the Future Annexation Area, will be levied annually within the
boundaries of the Future Annexation Area from and after the annexation of such property to CFD
No 2005-1 The special taxes shall be those as originally authorized through the formation of CFD
No 2005-1 and adopted by Ordinance of this legislative body,and no changes or modifications are
proposed in the special taxes from those as originally set forth and made applicable to CFD No
2005-1
For particulars as to the rate and method of apportionment of the proposed special tax(the
"RMA"), reference is made to the attached and incorporated Exhibit "A," which sets forth in
sufficient detail the method of apportionment to allow each landowner or resident within the Future
Annexation Area to clearly estimate the maximum annual amount that said person will have to pay
on said special tax.
The special taxes,to the extent possible,shall be collected in the same manner as ad valorem
property taxes and shall be subject to the same penalties,procedure,sale and lien priority in any case
of delinquency as applicable for ad valorem taxes,provided,however,CFD No.2005-1 may utilize a
err►, direct billing procedure for any special taxes that cannot be collected on the County tax roll or may,
by resolution,elect to collect the special taxes at a different time or in a different manner if necessary
to meet its financial obligations.
SECTION 8. Annexation Effective Date Annexation of property in the future shall be
effective only with the unanimous approval of the owner or owners of each parcel or parcels at the
time that any parcel is proposed for annexation. Upon receipt of the written consent, no further
public hearings or additional election proceedings will be required.
SECTION 9 Validity of Proceedings It is hereby further determined by this legislative
body that all annexation proceedings hereto were valid and in conformity with the requirements of
law, and specifically the provisions of the "Mello-Roos Community Facilities Act of 1982"
SECTION 10 Notice. Immediately upon the receipt of property owner consent and
the certification of the annexation proceedings and approval of such annexation by the City Council,
a notice of the annexation shall be recorded in the Office of the County Recorder as required by
Section 53339 8 of the Government Code of the State of California.
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City of Atascadero
Resolution No.2006-020
Page 4 of 5
PASSED AND ADOPTED by the City Council of the City of Atascadero, California,this
281h day of February, 2006, upon a motion by Council Member Luna and seconded by Council
Member Clay, by the following vote
AYES Council Members Clay, Luna, Pacas Scalise and Mayor O'Malley
NOES None
ABSENT None
ADOPTED February 28, 2006
Y OF AT A RO, CA
By —
Tom O'Malley, M or
ATTEST
P I a,,�, eh --r7)
Marcia McClure Torgerson, C MOC ,
City Clerk
APPRO D AS TO FORM
Patrick L fight, City Attorney
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City of Atascadero
*AW Resolution No.2006-020
Page 5 of 5
EXHIBIT "A"
CITY OF ATASCADERO
COMMUNITY FACILITIES DISTRICT 2005-1
(PUBLIC SERVICES)
RATE AND METHOD OF APPORTIONMENT
(8 Pages Attached)
5
I*W CITY OF ATASCADERO
COMMUNITY FACILITIES DISTRICT NO 2005-1
(PUBLIC SERVICES)
RATE AND METHOD OF APPORTIONMENT
A Special Tax of Community Facilities District No. 2005-1 (Public Services) of the
City of Atascadero ("CFD") shall be levied on all Assessor's Parcels in the CFD and
collected each Fiscal Year commencing in Fiscal Year 2005-06 in an amount
determined by the City through the application of the rate and method of
apportionment of the Special Tax set forth below All of the real property in the
CFD, unless exempted by law or by the provisions hereof, shall be taxed for the
purposes, to the extent and in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre or Acreage" means the land area of an Assessor's Parcel as shown on an
Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel
Map, the land area shown on the applicable final subdivision map, other final
map, other parcel map, other condominium plan, or functionally equivalent
map or instrument recorded in the Office of the County Recorder The square
footage of an Assessor's Parcel is equal to the Acreage multiplied by 43,560
"Act" means the Mello-Roos Community Facilities Act of 1982, as amended,
being Chapter 2.5, Part 1, Division 2 of Title 5 of the Government Code of the
State of California.
"Administrative Expenses" means the actual or estimated costs incurred by the
City as administrator of the CFD to determine, levy and collect the Special
Taxes, including salaries, benefits and overhead costs of City employees whose
duties are directly related to administration of the CFD and the fees of
consultants, legal counsel, the costs of collecting installments of the Special
Taxes upon the general tax rolls, preparation of required reports; and any other
costs required to administer the CFD as determined by the City
"Affordable Unit(s)" means dwelling units located on one or more Assessor's
Parcels of Residential Property that are subject to deed restrictions, resale
restrictions, and/or regulatory agreements recorded in favor of the City
providing for affordable housing. Affordable Units will require annual
application to the City for verification of their affordable housing status. The
City will have the authority to approve and establish policies regarding
Affordable Housing Dwelling Units and their status. Affordable dwelling units
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Community Facilities District No. 2005-1
(Public Services)
shall be classified as Affordable Units by the CFD Administrator in the
chronological order in which the building permits for such property are issued.
"Annual Escalation Factor" means the greater of the increase in the five-year
average of U.S. City Average-All Urban Consumers Consumer Price Index
(CPI) as determined by the Bureau of Labor Statistics or five percent (5%).
"Approved Property" means an Assessor's Parcel and/or Lot in the District,
which has a Final Map recorded prior to January 1st preceding the Fiscal Year
in which the Special Tax is being levied, but for which no building permit has
been issued prior to the May 1" preceding the Fiscal Year in which the Special
Tax is being levied. The term "Approved Property" shall apply only to
Assessors' Parcels and/or Lots, which have been subdivided for the purpose of
residential or commercial development, excluding any Assessor's Parcel that is
designated as a remainder parcel determined by final documents and/or maps
available to the CFD Administrator
"Assessor's Parcel" means a lot or parcel shown in an Assessor's Parcel Map
with an assigned assessor's parcel number
"Assessor's Parcel Map" means an official map of the Assessor of the County
designating parcels by assessor's parcel number
"Base Year" means Fiscal Year ending June 30, 2006.
"CFD Administrator" means an official of the City, or designee thereof,
responsible for determining the Special Tax Requirement and providing for the
levy and collection of the Special Taxes.
"CFD" means Community Facilities District No 2005-1 (Public Services) of
the City of Atascadero
"City" means the City of Atascadero.
"Council" means the City Council of the City of Atascadero, acting as the
legislative body of the CFD
"County" means the County of San Luis Obispo, California.
"Developed Property" means all Taxable Property, exclusive of Property
Owner Association Property, or Public Property, for which a building permit
was issued after July 1, 2004 and prior to May 1st preceding the Fiscal Year in
which the Special Tax is being levied.
"Final Map" means an Assessor's Parcel Map, a final subdivision map, other
parcel map, other final map, other condominium plan, or functionally
equivalent map that has been recorded in the Office of the County Recorder
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(Public Services)
"Fiscal Year" means the period starting July 1 and ending on the following
June 30
"Land Use Class" means any of the classes listed in Table 1.
"Lot" means property within a recorded Final Map identified by a lot number
for which a building permit has been issued or may potentially be issued.
"Maximum Special Tax" means the maximum Special Tax, determined in
accordance with Section C below that can be levied in the CFD in any Fiscal
Year on any Assessor's Parcel.
"Multi-Family Residence" means all Assessor's Parcels of Developed Property
for which a building permit has been issued for a residential structure consisting
of two or more residential units that share common walls, including, but not
limited to, duplexes, triplexes, townhomes, condominiums, apartment units,
and secondary units as defined in Ordinance No. 454
"Non-Residential Property" means all Assessor's Parcels of Developed
Property for which a building permit(s) has been issued for a non-residential
use and does not contain any residential units as defined under Residential
Property or Multi-Family Property
"Park Services" means the estimated and reasonable costs for maintaining
+' authorized parks within the City
"Property Owner Association Property" means any property within the
boundaries of the CFD that is owned by, or irrevocably dedicated as indicated
in an instrument recorded with the County Recorder to, a property owner
association, including any master or sub-association.
"Proportionately" means in a manner such that the ratio of the actual Special
Tax levy to the Maximum Special Tax is equal for all Assessor's Parcels within
each Land Use Class.
"Public Property" means any property within the boundaries of the CFD that
is, at the time of the CFD formation or at the time of an annexation, expected
to be used for rights-of-way, parks, schools or any other public purpose and is
owned by or irrevocably offered for dedication to the federal government, the
State, the County, the City or any other public agency Once an Assessor's
Parcel has been designated as Public Property, it shall retain such status
permanently, unless transferred in accordance with the transfer provisions
provided in Section G below
"Public Safety Costs" means the estimated and reasonable costs of providing
Public Safety services, including but not limited to (i) the costs of contracting
for police and fire services, (ii) related facilities, equipment, vehicles,
March 28, 2005 3 of 8 City ofAtascadero
Community Facilities District No. 2005-1
(Public Services)
ambulances and paramedics, fire apparatus, supplies, (iii) the salaries and
benefits of City staff if the City directly provides police and fire protection
services, and (iv) City overhead costs associated with providing such services
within the CFD The Special Tax provides only partial funding for Public
Safety
"Residential Unit" means any residence in which a person or persons may live,
which comprises an independent facility capable of conveyance separate from
adjacent residential dwelling units and is not considered to be for commercial
or industrial use. This includes Single-Family Residence and Multi-Family
Residence.
"Single Family Residence " means all Assessor's Parcels of Developed
Property for which a building pernut(s) has been issued for purposes of
constructing one residential dwelling unit.
"Special Tax" means the Special Tax to be levied in each Fiscal Year on each
Assessor's Parcel of Taxable Property to fund the Special Tax Requirement,
and shall include Special Taxes levied or to be levied under Sections C and D,
below
"Special Tax Requirement" means that amount required in any Fiscal Year for
the CFD to: (i) pay for Public Safety Costs; (ii) pay for Park Services; (iii) pay
reasonable Administrative Expenses; (vi) pay any amounts required to establish
or replenish any reserve funds; and (v) pay for reasonably anticipated
delinquent Special Taxes based on the delinquency rate for Special Taxes levied
in the previous Fiscal Year; less less any surplus of funds available from the
previous Fiscal Year's Special Tax levy
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries
of the CFD that are not exempt from the Special Tax pursuant to law or as
defined below
"Tax-Exempt Property" means an Assessor's Parcel not subject to the Special
Tax. Tax-Exempt Property includes: (i) Public Property, (ii) Property Owner
Association Property, and (iii) property designated by the City or CFD
Administrator as Tax-Exempt Property
"Undeveloped Property" means, for each Fiscal Year, all Taxable Property not
classified as Developed Property or Approved Property, including an Assessor's
Parcel that is designated as a remainder parcel and is not identified as potential
Public Property by any final document and/or maps available to the CFD
Administrator
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Community Facilities District No. 2005-1
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B. ASSIGNMENT TO LAND USE CATEGORIES
Each Fiscal Year using the definitions above, all Taxable Property within the CFD
shall be classified as Developed Property, Approved Property, Non-Residential
Property, or Undeveloped Property Developed Property shall further be classified as
Residential Units as specified in Table 1 and shall be subject to Special Taxes pursuant
to Sections C and D below
C. MAXIMUM SPECIAL TAX RATE
1 Developed Property
TABLE 1
Maximum Special Tax for Developed Property
Community Facilities District No. 2005-1
(Public Services)
Land Use Maximum Special Tax
Class Description Per Unit
1 Residential Units $440 per Unit
2 Affordable Units $0 per Unit
On each July 1 following the Base Year, the Maximum Special Tax Rates shall
be increased in accordance with the Annual Escalation Factor
2. Approved Property
TABLE 2
Maximum Special Tax for Approved Property
Community Facilities District No. 2005-1
(Public Services)
Land Use Maximum Special Tax
Class Description Per Lot
3 Approved Property $231 per Lot
On each July 1 following the Base Year, the Maximum Special Tax Rate shall
be increased in accordance with the Annual Escalation Factor
March 28,2005 5 of 8 City of Atascadero
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3. Non-residential Property
TABLE 3
Maximum Special Tax for Non-Residential Property
Community Facilities District No. 2005-1
(Public Services)
Land Use Maximum Special Tax
Class Description Per Acre
4 Non-Residential Property $1,848 per Acre
The minimum special tax Non-Residential Property shall be subject to is $50
per parcel. On each July 1 following the Base Year, the Maximum Special Tax
Rate for Non-Residential Property shall be increased in accordance with the
Annual Escalation Factor
4 Multiple Land Use Classes
In some instances an Assessor's Parcel may contain more than one Land Use
'fir Class. The Maximum Special Tax levied on an Assessor's Parcel shall be the
sum of the Maximum Special Tax levies that can be imposed on all Land Use
Classes located on that Assessor's Parcel.
5. Undeveloped Property
Undeveloped Property will be assigned a Maximum Special Tax Rate of $410
per acre or portion thereof, with a minimum rate of $100 for Undeveloped
Property less than or equal to one-forth (1/4) of an Acre as described in Table
1%W March 28,2005 6 of 8 City of Atascadero
Community Facilities District No. 2005-1
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TABLE 4
Maximum Special Tax for Undeveloped Property
Community Facilities District No. 2005-1
(Public Services)
Land Use Maximum Special Tax
Class Description Per Parcel/Acre
5 Undeveloped Property $100 per Parcel
1/4 Acre
6 Undeveloped Property $410 per Acre
>1/4 Acre
On each July 1 following the Base Year, the Maximum Special Tax Rate, for
Undeveloped Property, shall be increased in accordance with the Annual
Escalation Factor
D METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2005-06, and for each following Fiscal Year, the CFD
Administrator shall calculate the Special Tax Requirement based on the definitions in
Section A and levy the Special Tax until the amount of the Special Tax levied equals
the Special Tax Requirement. The Special Tax shall be levied each Fiscal Year on each
Assessor's Parcel of Developed Property Proportionately between Residential Units
up to 100% of the applicable Maximum Special Tax. Second, if the Special Tax
Requirement has not been satisfied by the first step, then the Special Tax shall be
levied each Fiscal Year on each Assessor's Parcel of Approved Property up to 100% of
the applicable Maximum Special Tax for Approved Property Third, if the first two
steps have not satisfied the Special Tax Requirement, then the Special Tax shall be
levied each Fiscal Year on each Assessor's Parcel of Non-Residential Property up to
100% of the applicable Maximum Special Tax for Non-Residential Property Lastly, if
the preceding steps have not satisfied the Special Tax Requirement, then the Special
Tax shall be levied each Fiscal Year on each Assessor's Parcel of Undeveloped Property
up to 100% of the applicable Maximum Special Tax for Undeveloped Property
I' March 28, 2005 7 of 8 City of Atascadero
Community Facilities District No. 2005-1
Public Services)
low APPEALS
Any taxpayer that believes that the amount of the Special Tax assigned to a Parcel is in
error may file a written notice with the CFD Administrator appealing the levy of the
Special Tax. This notice is required to be filed with the CFD Administrator during the
Fiscal Year the error is believed to have occurred. The CFD Administrator or designee
will then promptly review the appeal and, if necessary, meet with the taxpayer If the
CFD Administrator verifies that the tax should be changed the Special Tax levy shall
be corrected and, if applicable in any case, a refund shall be granted.
MANNER OF COLLECTION
Special Tax as levied pursuant to Section D above shall be collected in the same
manner and at the same time as ordinary ad valorem property taxes; provided,
however, that the CFD Administrator may directly bill the Special Tax, may collect
Special Taxes at a different time or in a different manner if necessary to meet the
financial obligations of the CFD or as otherwise determined appropriate by the CFD
Administrator
TERM OF SPECIAL TAX
The Special Tax shall be levied in perpetuity or until such time as Council terminates
the Special Tax.
'r+" March 28,2005 8 of 8 City of Atascadero
Community Facilities District No. 2005-1
(Public Services)