HomeMy WebLinkAbout1994-06-07; City Council; 12722; COMMUNITY FACILITIES DISTRICT NO. 1 ANNEXATION NO. 2 - CARLSBAD TRACT NO. CT 93-03/CP 93-02, POINSETTIA HILLE aJ w .rl g
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Annexation No. 2 - Poinsettia Hill
As a condition of approval for CT 93-03, the Poinsettia Hill project is required to annex
CFD No. 1. The applicant, Poinsettia Hill Limited, has completed the required Consent Election to Annex Property into CFD No. 1 (Exhibit 1) and accepted the boundary
showing the proposed area to be annexed (Exhibit 2).
Council may formally authorize the annexation by certifying and adding the property
the original Community Facilities District. After Council authorization, a Notic1 Annexation (Exhibit 3) will be filed with the County Recorder as a lien against the prop
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0 0 PAGE TWO OF AGENDA BILL NO. /?, 7m
FISCAL IMPACE
When CFD No, 1 was established, it was anticipated that all vacant, undeveloped
underdeveloped land would annex as it developed, thus providing the necessary cash fla
to finance the construction of certain public facilities. Poinsettia Hill is the second prope
to request annexation into CFD No. 1 in order to fulfill its growth management obligatil
Through the use of the simplified annexation procedure, both the City and the owner
able to avoid election costs and additional time delays. A fee of $480 to cover annexat
processing, map preparation, and filing costs is currently being charged.
Poinsettia Hill property will be subject to CFD No. 1 special taxes beginning in fiscal y
1994-95. The rates for property annexed in fiscal year 1993-94 are shown in Exhibii
Since Poinsettia Hill is developing as residential property, the maximum annual tax wil approximately $1,400 per developable acre; the special tax will continue as long as property remains undeveloped. At current tax rates, the Poinsettia Hill special taxes estimated to generate $50,000 annually.
Upon development, the owner must immediately pay off the CFD. Poinsettia Hil proposing 184 residential units which would provide approximately $550,000 in spe
development one-time tax to be collected as building permits are issued.
EXHIBITS:
1. Consent and Election to Annex Real Property to an Existing Community Facil District.
2. Boundary Map of the area to be annexed.
3. Notice of Annexation.
4. Resolution No. 9 q-1 ql ce-g and adding property to an existing CFD.
5. Community Facilities District No. 1 1993-94 tax rates.
0 e EXHlBr
WNS~ FWD EL;BCTXO# TO ARRTEX REAL PRdpERTY
TD AN EXZ6TING OOMMUNITY FACXLITXBO DZGTnSCT
CITY OF CARLSEAD
COHMUNXTY FACXLXTfES OXSTRICT NO- 1
TO: LEGTSZATIVE BODY
COMMUNITY FACILITIES DISTRICT NO. I
1. The undersigned ia the owner, or the duly authorized representatrve t
owner, of the property as shown On the attached map (the Wwnern), and
appropriate person with legal authorization to sign this Consent, v
election to annex property to the District.
2, The mner is aware of and understands the following:
A. The City of Carlsbad hafa conducted proceedingr pursuant to the "Me:
Community PacilitLes Act of 1982- (Gwernmont Code 553311 and fa
(the "Act") to form a conanunity facilitiem diotrict known and derig
COMMUNITY FACILITIES DISTRICT PO. I (the "District") for purposes contatruction, inotallation and financing of majox public capital fa
to Oefve and benefit properties within thc boundaries of the District
B. Proceedings have also been authorized to allow annexation of propert
future to said DiStZicti however, any future annexation is conditio
the unanimous conamt of the owner or ~wnozs of each parcel or pa
the time the time of the gragosed annexation.
C. That the Owez io the mer of property aubjoet to anne%ation am 5
is shown on a map attached hereto, referenced and incorporated, m:
designated as the ANNEXED AREA.
THE UHDERSXGEED DOES HEREBY CERTIFY ZMDER PEHALTY OF PER3uRY AS FOLhWS:
3. The Owner does consant to and approve the annoxation of the Annexed Ar
District without any additional further public hearing8 and- without an
election requirements-
or initiata legal proceedings challenging tbr validity of the following:
- - Proceedings to annex property in the future -
The Owner further wsiwa the right: to protest,
Proceedings for the formation of the Dirtrict
SpcciFfe annexation proceedings for the Annexed Area
4. The Owner specifically authorizes the ley of the previously approvr
taxea on all properties within the boundaries of the Annexed Area to p
authorized public capital facilities and/or to rssist in the payment
indebtedness of the Camunity Facilities District.
20 'd S33IAW IWILINWNIJ IWGI SI :91
4 db *? f 1993 in# a /&.I,./, californr; EXECUTED thie 9 Y of
a w. s/.i*r,r
rCprint name of oignor)
h (~yps or print name of signor) (Signature)
State of Califormu
On :/&+Yefor Houck, Notary Public, personally appeared
County of &E
h.y IC), so /€.e5 --4 -
roved to me on the basis of satisfactory evidence to be the person(s) w name(@
1 are subscribed to the 'thin instrument and acknowledged to me tha e/ dthey & executed the same inaedtheir authorized capacity(ies),and that b & er/their signa-
turds) on the instrument the person(s), or the entity upon behalf of which the person(s)
acted, executed the instrument.
Witness my hand and official seal.
L Signature of Notary Public.
Title or Type of Document W*ZF*>%Qiq3J .I Dated & y /
' This certificate is attached to the ollowing c)ocument:
S33Ih43S IWI3MId 1" w91 €0 'd
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CERTIFICATION OF PROJECT MANAGER
The undersigned is the duly appointed and acting PROJECT MANAGER j
the proceedings relating to the annexation of property to i
, 19 ?1(, I did review 1 signatures as '3 contained day Of on the + NSE~ AND ELECTION TO ANNEX R1
That on the
PROPERTY TO AN EXISTING COMMUNITY FACILITIES DISTRICT, and herc
certify and state as follows:
1. That I caused said Consent and Election to be examined, and
examination revealed that said Consent and Election had bl
signed by all qualified electors of the property proposed to
annexed to the District or their duly authorized representativ
and that said persons were the authorized persons to sign
behalf of the owners or the property within the boundaries of
territory proposed to be annexed to the District.
District.
2. That said Consent and Election did contain the signatu
representing 100% of all of the qualified electors within
property proposed to be annexed to the District.
EXECUTED this /d day oi /c/7ac/ I 19 P#~ at Carlsb
California. /
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I"I FINANCIAL SERVICESl I
+A-
BARBARA HALE-CAF
ADMINISTRATOR - CFD E
;P-
CHERYL E./ALLEN, ASST. FINANCE DIRE(
CARLSBAD, CALIF0
PROJECT MAN,
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I I I I I I I I I I I I I I I I
I I I I I I --4 I I I I I I I I I I I I I I
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EXHIBIT e I.
WHEN RECORDED, RETURN TO:
.CITY CLERK
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
CARLSBAD, CA 92008
AMENDMENT TO TRE NOTICE OF SPECIAL TAX LIEN
(NOTICE OF ANNEXATION)
Pursuant to the requirements of Section 3117.5 of the Streets and Highways CC
Section 53339.8 of the Government Code, the undersigned CITY CLERK of the 1(
tive body Of the CITY OF CARLSBAD, COMMUNITY FACILITIES DISTRICT NO. 1, ANN;
NO. 2, STATE OF CALIFORNIA, HEREBY GIVES NOTICE that a lien is hereby impc
secure payment of a special tax which the City Council of the City of Ca
County of San Diego, State of California, is authorized to annually levy i
following purpose:
To pay for certain public capital facilities, including the payment
principal and interest on bonds, said facilities generally described
the construction and installation or purchase of the following:
I. Public facilities generally described as a r
library facility, a major addition to an existing library building, a Cj
Hall complex, and the addition of office and warehouse facilities at t
public safety center.
11. Park improvements. generally designated as
MACARIO CANYON PARK.
111. Major street improvements in portions of the folll
ing designated public streets: FARADAY AVENUE, CANNON ROAD, LA CO
AVENUE, OLIVENHAIN ROAD/RANCHO SANTA FE ROAD and LEUCADIA BOULEVARD.
IV. Major bridge and overpass facilities genera
described as the LA COSTA INTERCHANGE, POINSETTIA LANE INTERCHANGE
PALOMAR AIRPORT ROAD INTERCHANGE.
The special tax i8 authorized to be levied within Community Facilities Dist
1, Annexation No. &, which has now been officially formed, and the lie
special tax is a continuing lien which shall secure each annual levy of thc
tax and which shall continue in force and effect until the special tax obli?
prepaid, permanently satisfied and cancelled in accordance with law or t-
special tax ceases to be levied and a notice of cessation of special tax is
in accordance with Section 53330.5 of the Government Code.
The rate and method of apportionment of the authorized special tax is as
the attached, referenced and incorporated Exhibit "A", and the special tax
collected in the same manner.as ordinary ad valorem property taxes are coll
shall be subject to the same penalties and the same procedure, sale
priority in case of delinquency as is provided for ad valorem taxes. C
under which the obligation to pay the special tax may be prepaid and p€
satisfied and the lien of the special tax cancelled are as follows:
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Any special tax for public capital facilities may be prepaid ar
satisfied by the payment of the maximum present value of the special ta
obligation.
Notice is further given that upon the recording of this notice in the Office
County Recorder, the obligation to pay the special tax levy shall become a lit
all non-exempt real property within the District in accordance with Section
of the Streets and Highways Code.
The names of the owner(s) of the real property included within the Coi
Facilities District as they appear on the last secured assessment roll as
date of recording of this Notice and the Assessor's tax parcel(s) numbers
parcels or any portion thereof which are included within said territori
annexed to this Community Facilities District are as set forth on the at
referenced and incorporated Exhibit "B" .
Reference is made to the following:
1. Boundary map of the original Community Facilities District recorded
c;7L(/ l Page 56 , Document No. ?0-67+//8 , Maps of Assessm
Community Facilities Districts in the Office of the County Recorder
County of San Diego, State of California.
Boundary map of the Future Annexation Area District recorded at Book - d
Page a/ , Document NO. 73-2-2d143 , Maps of Assessment and C
Facilities Districts in the Office of the County Recorder for the Count:
Diego, State of California.
2.
3. Boundary map of the Annexation Area No. recorded at Book
l Document No. , Maps of Assessment and Community
ties Districts in the Office of the County Recorder for the County of S:
State of California.
For further information concerning the current and estimated future tax liak
owners or purchasers of real property subject to this special tax lien, ir
persona should contact the following designated person:
FINANCE DIRECTOR
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
CARLSBAD, CA 92008
TELEPHONE : ( 619 ) 94- 286 7
DATED 2
CITY CLERK
CITY OF CARLSBAD
STATE OF CALIFORNIA
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CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO. 1
EXHIBIT 'A"
PROPERTY CATEGORIES AND MAXIMUM TAX
All taxable property within the boundaries of the Future Annexa- tion Area sk
subject to ANNUAL SPECIAL TAXES as applicable based upon the rates as estal
for the original Community Facilities District No. 1 and further based UF
property categories, maximum tax rates, increases and status of the issua
building permits, all as hereinafter set forth. Improvement Area I refers
properties within the boundaries of the City of Carlsbad Bridge and Thorc
District. Improvement Area I1 is €or all remaining properties within the Cc
Facilities District, not within the Bridge & Thoroughfare District.
RESIDENTIAL PROPgRTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable property prior to the issuance of a building permit shall be 6U1
the following maximum annual special taxes, subject to increases as 88
herein :
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEVELOPABLE ACRE FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
PROPERTY CATEGORY AREA I AREA I1
Residential Low $ 281.00 $ 277.00
Residential Low to Medium 772.00 760.00
Residential Medium 1,294 .OO 1,217.00
Residential Medium to High 1,984.00 1 , 868.00
Residential High 2,793 .OO 2 I 739.00
SPECIAL DEVELOPMENT TAX - ONE TIM
Upon the issuance of a building permit, all Residential properties shall bi
to the following described SPECIAL DEVELOPMENT TAX - ONE TIME, also SI
increases as sat forth herein, as follows:
MAXIMUM SPECIAL DEVELOPMENT TAX - ONE TIME PER
RESIDENTIAL DWELLING UNIT FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
PROPERTY CATEGORY AREA I AREA I1
Residential Low $ 4,452.00 $ 3,835.00
Residential Low to Medium 4,452 -00 3 I 835 .OO
Residential Medium 2,810.00 2,312.00
Residential Medium to High 2,810.00 2,312.00
Residential High 2 , 810.00 2,312.00
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COHMERCIAL, INDUSTRIAL AND OTHER PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable Commercial and Industrial Property prior to the issuance of a bL
permit shall be subject to the following maximum annual special taxes, also 5
to increases as set forth herein:
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEVELOPABLE ACRE FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
AREA I AREA I1
Commercial Property $ 2,400.00 $ 1,600.00
Industrial Property 1,200.00 960.00
Agricultural Property -0- -0-
All Commercial and Industrial Property, upon the issuance of a building
shall have the option to (1) pay the SPECIAL DEVELOPMENT TAX - ONE TIME
assume the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY for a period of not tc
twenty-five (25) years, generally in the amounts per property category as fol:
MAXIMUM SPECIAL DEVELOPMENT TAX - ONE TIME FOR FISCAL
YEAR 1990/91 PER SQUARE FOOT OF BUILDING AREA
PROPERTY CATEGORY
IMPROVEMENT IMPROVEMENT
COMMERCIAL USE DESIGNATIONS AREA I AREA I1
Restaurant - Fast Food $ 28.46 $ 7.58
Outdoor Tennis Courts 28.14 7.26
Convenience Market 27.31 6.74
Bank with Drive-thru 18.06 5.72
15.17 4.73
4.41
Restaurant - Sit Down
Marina 14.85
Bank - Walk In 12.83 4.60
Auto - Gasoline 8.11 2.89
Grocery Store 7.78 2.56
S & L with Drive-thru 7.59 3.48
Bowling Center 6.63 2.83
Restaurant - Quality 6.57 3.09
Neighborhood Shopping Center 6.46 2.27
Campground 17.51 4.99
Auto Car Waah 6.31 2.52
S f L - Walk In 5.51 3.03
Race Track 5-10 2.33
Library 4.26 2.86
Community Shopping Center 4.24 1.80
Hospital - General 3.88 3.18
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IMPROVEMENT IMPROVEMENT
COMMERCIAL USE DESIGNATIONS AREA I AREA I1
Hotel - Conv. Fac/Comm. 3.47 2.52
Auto - Repair 61 Sales 3.41 1.58
Regional Shopping Center 3.35 1.61
Discount store 3.22 1.58
Golf Course 3.06 2.14
Church 2.99 1.94
Office - Government 2.93 1.88
Commercial Shops 2.90 1.58
Health Club 2.89 1.85
Motel 2.69 2.06
Office - High Rise 2.67 1.84
Office - Commercial, 100,000 SF 2.56 1.75
Lumber/Hardware Store 2.47 1.58
Office - Medical 2.42 2.07
Hospital - Convalescent 2.33 2.23
Indoor Sports Arena 2.33 2.23
Resort Hotel 2.30 1.98
University 2.26 1.91
Junior College 2.19 1.90
All other Commercial Properties 2.14 1.44
not indent if ied above
IMPROVEmNT IMPROVEMENT
INDUSTRIAL USE DESIGNATIONS AREA I AREA If
Heliports $ 10.63 $ 3.67
Industrial-Commercial Business
Park 2.14 1.51
All other Industrial Properties
not identified above 1.74 1.42
OR, IN THE ALTERNATE,
ANNUAL SPECIAL TAX
The "Maximum Annual Special Tax - Developed Property" for any Fiscal Year s
exceed 13.81% of the authorized "Maximum Special Development Tax - One Time"
various Commercial and Industrial Property categories as set forth above
amount applicabl. and annually adjusted for each Fiscal Year.
ANNUAL TAX INCREASE
The above SPECIAL TAXES for the taxable properties are applicable for tt
year 1990/91, and are all subject to annual increases to reflect incr
construction costs. The Construction Cost Index of the Enqineering New
titled "ENR Cost Indexes in 22 Cities" will be used. The Index publishec
month of April for the City of Los Angeles under the column heading of "P
Change from Last Year" will annually inflate each of the Maximum Annual
each year for properties as follows:
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A. PROPERTIES WITHIN THE DISTRICT: Not to exceed 50% of the . above-referenced increase.
B. PROPERTIES TO BE SUBSEQUENTLY ANNEXED: Not to exceed 100%
of the above-referenced increase until annexed.
TERM OF TAX
The above taxes shall be levied until all bonds have been discharged and faci
funded and/or guaranteed, and the SPECIAL DEVELOPMENT TAX - ONE TIME has been
however, the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY shall not be levied
period in excess of twenty-five (25) years per parcel.
Residential :
Once a building permit has been issued for Residential property and the :
DEVELOPMENT TAX - ONE TIME has been paid, the property no longer will be sub:
any annual special tax.
Commercial & Industrial:
The COrMIerCial and Industrial properties, upon the issuance of a building
have the option to (1) pay the SPECIAL DEVELOPMENT TAX - ONE TIME or (2) ass
ANNUAL SPECIAL TAX - DEVELOPED PROPERTY, as set forth above. Upon the issu
any building permit, no further increase or escalation is authorized.
ALLOCATION OF COST AND TAX
Total capital costs for all authorized facilities shall be allocated as 2
65% to Residential property, 35% to Commercial & Industrial property. Tb
coats exclude costs of issuance as needed.
Residential property shall be taxed in an amount sufficient to meet the 65% !
facilities, which tax will include costs of issuance, interest and other
including sinking fund payments for future construction as applicable.
Commercial & Industrial property shall be taxed in an amount sufficient to
35% share of facilities, which tax will include costs of issuance, intei
other costs, including sinking fund paymenta for future COnfitrUCtlOn a5 appll
COLLECTION OF ANNUAL TAX
Residential:
Determine monies necessary to make payment on bond debt service, replenish
call bonds, pay bonds and Community Facilities District No. 1 administrati.
and pay for public capital facilities. FIRST: Reduce this amount by t
collected from Special Development Tax - One Time levied against re
properties. SECOND: The remaining funds needed are to be collected by thc
the annual Special Tax - Undeveloped Property on undeveloped taxable re
acreage, in the proportional amounts for each property category as require(
exceed the maximum authorized tax.
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Commercial and Industrial:
Determine monies .necessary to make payment on bond debt service, replenish re
call bonds, pay bonds and Community Facililies District No. 1 administrative
and pay €or current or future public capital facilities. FIRST: Reduce this
by the funds collected from Special Development Tax - One Time and annual I
Tax - Developed Property levied against commercial and industrial prop€
SECOND: Levy the annual Special Tax - Undeveloped PrOperty on undeveloped t
commercial and industrial acreage in the proportional amounts for each pi
category as required, not to exceed the maximum tax.
***
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CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO. 1
EXHIBIT 'W
PROPERTY OWNER NAME AND ASSESSOR'S PARCEL NUMBERS
propertyowner: Carlsbad I
Memorandum of Option - Poinsettia Hill Limited
Assessor's Parcel
Number: 215-020-01
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EXHIBIT 4
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RESOLUTION NO. 94-147
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, CERTIFYING AND ADDING
. PROPERTY TO AN EXISTING COMMUNITY FACILITIES
DISTRICT
WHEREAS, the CITY COUNCIL of the CITY OF CAR
CALIFORNIA, (hereinafter referred to as the "legislative b
the local Agency") , has previously formed a Community Faci
District pursuant to the provisions of the "Mello-Roos Con
Facilities Act of 1982", being Chapter 2.5, Part I, Divi5
Title 5 of the Government Code of the State of Californi;
Article 3.5 thereof. The existing Community Facilities D
being designated as COMMUNITY FACILITIES DISTRICT NO. 1 (
after referred to as the "District"); and,
WHEREAS, the legislative body has also establi
procedure to allow .and provide €or future annexations
original District and the area proposed to be annexed
future was designated as COMMUNITY FACILITIES DISTRICT
FUTURE ANNEXATION AREA (hereinafter referred to as the
Annexation Area") : and
WHEREAS, at this time the unanimous consent of the
owner or owners of certain specific territory propose
annexed has been received, and said territory has beer
nated 86 ANNEXATION NO. 2 (hereinafter referred tc
"Annexed Area" ) ; and
WHEREAS, the map showing the specific territor
annexed and designated as the Annexed Area as subm
hereby approved by this legislative body.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
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RECITALS
SECTION 1. The above recitals are all true and correct
ANNEXATION CERTIFICATION
SECTION 2. That this legislative body does hereby det
and declare that the territory subject to annexation, be.
Annexed Area, is now added to and becomes a part
District.
ANNEXATION AREA
SECTION 3. That the boundaries and parcels of te:
herein annexed and on which special taxes will be le-
order to pay for the costs and expenses of authorized
facilities is described as follows:
All that property annexed to the e
Community Facilities District as said territory is sho~
map as herein approved by this legislative body, s
designated by the number of the annexation and the name
District, a copy of which is on file and shall remain (
public inspection.
FINDINGS
SECTION 3. That this legislative body does hereby
determine a0 follows:
A. That the unanimous consent to the ar
as submitted by the property owners is hereby certi
approved and shall be kept on file in the Office of the
Official.
B. The legislative body is hereby empc
levy the authorized special taxes within the Annexed Ar
for the District's public facilities.
II
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C. That the Annexed Area is formally adr
and becomes a part of the District.
, NOTICE
SECTION 4. That immediately upon adoption of this R
tion, notice shall be given as follows:
A. A copy of the annexation map as a1
shall be immediately, and at least within fifteen (15) c
adoption of this Resolution, filed in the Office of the
Recorder.
B. Also within said fifteen (15) days, an
ment to the Notice of Special Tax Lien (Notice of Anne
shall be recorded in the Office of the County Recorder.
PASSED, APPROVED AND ADOPTED at a regular meeting
Carlsbad City Council held on the day of
1993, by the following vote, to wit:
AYES:
NOES:
ABSENT:
CLAUDE A. LEWIS, Mayor
ATTEST:
ALETHA L. RAUTENKRANZ, City Clerk
(SEAL)
1
NON-R€SIDENT1AL UNDEVELOPED LAND USE:
:COMMERCIAL PROPERN
IN DUSTRLAL PROP E RTY
PER NET ACRE PER NET ACRE PE
1,244.0340 1,288.5360 I
$2,488,0680 $2,57700720
,AGRICULTURAL PROPERTY 1 0.0000 0.0000 I
RESIDENTIAL PROQEm UNDEVELOPED LAND USE: [ PER NET ACRE PER NET ACRE ' RESIDE". LOW (RL) $287. i 645 $297 .a71
7a7.aaa2 81 6.0728 AESIDENVAL LOW MEDIUM (RLM) RESIDENTIAL MEDIUM (RM) 1,261.6578 1,306.7903
RESIDENTIAL MEDIUM HIGH (RMH) 1,936.5463 2,005.821 0
RESIDENTIAL HIGH (RH) 2,839.5076 2,941.0834
I
L
NON-RESIDENTIAL UNDEVELOPED LAND USE: ' PER NET ACRE
COMMERCIAL PROPERTY $1,658.7120
INDUSTRIAL PROPERTY 995.2272
AGRICULTURAL PROPERTY I 0.0000
PER NET ACRE \ $1,718.0480
0.0000
i ,030.8288
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CrrY OF CARLSEAD
COMMUNITY FACILITIES DISTRICT NO. 1
SPECIAL DEVELOPMENT TAX - ONE-TIME I* VALlO JULY'TO JUNE 30,1994 I 1-1 [ IMPROVEMENT AREA II j a r, TAXRATE ANNMED TAXRATE ANNMED 1 M93-94 M93-94 M 93-94 M 93-94
PARTICIPATION DATE: -
RESIDENTIAL DEVELOPED LAND USE: 1
RL (0 - 1.5 DU/AC) 1 $4,615.3661 $4,780.4686 RLM (1 .S1 TO 4.0 DUIAC) 1 4,615.3861 4,780.4686
'RM (4.1 TO 8.0 DUIAC) 2,913.1130 3,017.3218
RMH (8.1 TO 15.0 DU/AC)
RH (1 5.1 TO 23.0 DUIAC)
'
NO
NOTE 1 : THIS CATEGORY OF LAND USE CONTAINS PM AND CM ZONED PROPERN. NOTE 2: THIS CATEGORY OF LAND USE CONTAINS M AND u ZONED PROPERTY*
MHIBIT C PAGE 2
e,’ 9 F’.” $%a J~K HENTHORN 6r ASSOC~~ES fi/H@
5431 Aveniida Encinas Suite G
chkbad, California 92008 FUX (619) 43810981
(619) 438-4090
%%
June 7, 1994
Ms. Lisa Hildebrand
Finance Director
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, California 92008
RE: Request for Continuance of City Council Aaenda Bill 12 722 COMWITY
FACILITIES DISTRICT NO. I ANNEX4 TION NO. 2 - CARLSBAD TRACT NO.
CT 93-03LP93- 02, POINSETTIA HILL
Dear Ms. Hildebrand:
As the authorized local representative for the Poinsettia Hill applicant, I have been asked
weeks. The purpose of the continuance is to allow the applicant time to clarifl the timing
of the initial vacant land tax payment and the net acreage to be used in calculating the tax.
This request is necessary to provide the applicant the opportunity to communicate with
other parties involved in the application.
to request that item number 5 on tonight’s City Council agenda be continued for two
Sincerely, pr/k ck E. Henthorn
JEH:wpc
Cc: Dwight W. Spiers
City Clerk
k
u. rq”1UP J~K HENTHORN 6r ASSO&ES
5431 Ca~lsbad, Am& California Encim 92008 Suite G $5 Fax (619) 438081
(619) 4384090 @&y -/
June 23, 1994
Honorable Mayor and City Council
City of Carlsbad
1200 Carlsbad Village Dr.
Carlsbad, California 92008
Subject: Request for continuance - Poinsettia Hill annexation to CFD #1
On behalf of the applicant, it is requested that the City Council continue the Poinsettia
Hill annexation to Community Facilities District #1 from its meeting of June 28, 1994, to
its meeting of July 12, 1994.
The applicant has used, and continues to use, all diligent and good faith efforts to comply
with condition 9 of Planning Commission Resolution number 3607. The continuance is
necessary because the applicant and his advisors are currently working with the City staff
to research and investigate issues relating to the timing and mechanism for imposing the
Cm vacant land tax on annexed parcels. This a relatively complex issue and will require
hrther research by the City staff and the applicant before being returned to the City
Council
It is anticipated that City staff and the applicant will have completed their efforts in time tc
return this matter for Council consideration at its July 12, 1994 meeting.
Thank you for your consideration.
Respectfblly submitted, pr/k ack E. Henthom
JEH:Wpc
CC: Dwight Spiers
Adam Volkert, Rutan & Tucker
Ron Ball, City Attorney
Lisa Hildabrand, Finance Director
IN
@ c ., f-
=GQ?%PB%NG REQUESTED -BY
WHEN RECORDED, RETURN TO:
I203 SfiH GiEGg CggfiTY ;xCgpW'S g
;, 7 fig#yyE Et<!#$ f c; CITY CLERK
.. FSrS 2 CITY OF CARLSBAD gi 3 1200 CARLSBAD VILLAGE DRIVE lk.! = . ___ CARLSBAD, CA 92008 $$ :
DF: I, Qrj cf-: 16, @>
AMENDMEWC TO THE NOTICE OF SPECIAL TAX LIEN
(NOTICE OF ANNEXATION)
Pursuant to the requirements of Section 3117.5 of the Streets and Highways Cc
Sect'ion 53339.8 of the Government Code, the undersigned CITY CLERK of the 1~
tive body of the CITY OF CARLSBAD, COMMUNITY FACILITIES DISTRICT NO. 1, ANNE
NO. ! , STATE OF CALIFORNIA, HEREBY GIVES NOTICE that a lien is hereby impC
secure payment of a special tax which the City Council of the City of Cai
County of San Diego, State of California, is authorized to annually levy f
following purpose:
TO pay for certain public capital facilities, including the payment (
principal and interest on bonds, said facilities generally described t
the construction and installation or purchase of the following:
I. Public facilities generally described as a nc
library facility, a major addition to an existing library building, a Cii
Hall complex, and the addition of office and warehouse facilities at tl
public safety center.
11. Park improvements generally designated as t
MACARIO CANYON PARK. -
111. Major. street impronements in portions of the follo
ing designated public Streets: FARADAY AVENUE, CANNON ROAD, LA COS
AVENUE, OLIVENHAIN ROAD/RANCHO SANTA FE ROAD and LEUCADIA BOULEVARD.
IV. Major bridge and overpass facilities general
described as the LA COSTA INTERCHANGE, POINSETTIA LANE INTERCHANGE a
PALOMAR AIRPORT ROAD INTERCHANGE. -
The special tax is authorized to be levied within Community Facilities Distr
1, Annexation No. / , which has now been officially formed, and the lien
special tax is a continuing lien which shall secure each annual levy of the
tax and which shall continue in force and effect until the special tax obliga
prepaid, permanently satisfied and cancelled in accordance with law or uni
special tax ceases to be levied and a notice of cessation of special tax is r
in accordance with Section 53330.5 of the Government Code.
The rate and method of apportionment of the authorized special tax is as e
the attached, referenced and incorporated Exhibit "A" , and the special tax E
collected in the same manner as ordinary st. valorem property taxes are collec
shall be subject to the s2ne penalties and the same procedure, sale a
priority in case of delinquency as is provided for ad-valorem taxes. Cor
under which the obligation to pay the special tax may be prepaid and pern
satisfied and the lien of the special tax cancelled are as follows:
e Id! .,
Any special tax for public capital facilities may be prepaid an
satisfied by the payment of the maximum present value of the special ta
obligation.
Notice is further given that upon the recording of this notice in the Office 1
County Recorder, the obligation to pay the special tax levy shall become a lie
all non-exempt real property within the District in accordance with Section
of the Streets and Highways Code.
The names of the owner(s) of the real property included within the Con
Facilities District as they appear on the last secured assessment roll as
date of recording of this Notice and the Assessor's tax parcel(s) numbers parcels Or any portion thereof which are included within said territory
annexed to this Community Facilities District are as set forth on the at!
referenced and incorporated Exhibit "B" .
Reference is made to the fallowing:
1. Boundary map of the original Community Facilities District recorded a aq , Page C6 , Document No. To-G7%//f , Maps of Assessms
Community Facilities Districts in the Office of the County Recorder f
County of San Diego, State of California.
Boundary map of the Future Annexation Area District recorded at Book 2
Page a/ , Document No. 73-2a0 /63 I Maps of Assessment and Co
Facilities Districts in the Office of the County Recorder for the County
Diego, State of California.
2.
3. Boundary map of the Annexation Area No. 1 recorded at Book 38 I
0 \ , Document No. ~~~ 18\o , Maps of Assessment and Community
ties Districts in the Office of the County Recorder for the County of Sar
-State of California.
For further information concerning the current and estimated future tax liabj
Owner8 or purchasers of real property subject to this special tax lien, in4
persons should contact the following designated person:
FINANCE DIRECTOR
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
CARLSBAD, CA 92008
TELEPHONE : ( 619 ) #39-&'6 7
DATED: Q& 23 1973
LtkLtiL2k
CITY CLERK
CITY OF CARLSBAD
STATE OF CALIFORNIA
0 1205 rs
CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO, 1
EXHIBIT "A"
PROPERTY CATEGORIES AND MAXIMUM TAX
All taxable property within the boundaries of the Future Annexa- tion Area s
subject to ANNUAL SPECIAL TAXES as applicable based upon the rates as esta
€or the original Community Facilities District NO. 1 and further based ul
property categories, maximum tax rates, increases and status of the issu:
building permits, all as hereinafter set forth. Improvement Area I refers
properties within the boundaries of the City of Carlsbad Bridge and Thoro
District. Improvement Area I1 is for all remaining properties within the Co
Facilities District, not within the Bridge &i Thoroughfare District.
RESIDENTIAL PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable property prior to the issuance of a building permit shall be suk
the following maximum annual special taxes, subject to increases as se
herein :
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEVELOPABLE ACRE FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
PROPERTY CATEGORY AREA I AREA I1
ResAdent ial Low $ 281.00 $ 277.00
760.00 Residential Low to Medium 772.00
Residential Medium 1,294.00 1,217.00
Residential Medium to High 1,984.00 1,868.00
Residential High 2,793.00 2 , 739.00
SPECIAL DEVELOPMENT TAX - ONE TIME
Upon the issuance of a building permit, all Residential properties shall be
increases as set forth herein, as follows;
to the following described SPECIAL DEVELOPMENT TAX - ONE TIME, also SUI
MAXIMUM SPECIAL DEVELOPMENT TAX - ONE TIME PER
RESIDENTIAL DWELLING UNIT FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
PROPERTY CATEGORY AREA I AREA I1
Residential Low $ 4,452.00 $ 3,835.00
Residential Low to Medium 4,452.00 3 , 835 .OO
Residential Medium 2 , 810.00 2,312.00
Residential Medium to High 2,810.00 2,312 .OO
Residential High 2 , 810.00 2,312 .OO
0 e lZUb
COMMERCIAL, INDUSTRIAL AND OTHER PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable Commercial and Industrial Property prior to the issuance of a bL
permit shall be subject to the following maximum annual special taxes, also r
to increases as set forth herein:
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEWLOPABLE ACRE FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
AREA I AREA I1
Commercial Property $ 2,400.00 $ 1,600.00
Industrial Property 1,200.00 960.00
Agricultural Property -0- -0-
All Commercial and Industrial Property, upon the issuance of a building
shall have the option to (1) pay the SPECIAL DEVELOPMENT TAX - ONE TIME
assume the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY for a period of not to
twenty-five (25) years, generally in the amounts per property category as foll
MAXIMUM SPECIAL DEVELOPMENT TAX - ONE TIME FOR FISCAL
YEAR 1990/91 PER SQUARE FOOT OF BUILDING AREA
PROPERTY CATEGORY
- IMPROVEMENT IMPROVEMENT
AREA I AREA I1 COMMERCIAL USE DESIGNATIONS
Restaurant - Fast Food $ 28.46 $ 7.58
Outdoor Tennis Courts 28.14 7.26
Convenience Market 27.31 6.74
Bank with Drive-thru 18.06 5.72
Restaurant - Sit Down 15.17 4.73
Marina 14;85 4.41
Bank - Walk In 12.83 4.60
Auto - Gasoline 8.11 2.89
Campground 17-51 4.99
Grocery Store 7.78 2.56
S & L with Drive-thru 7.59 3.48
Bowling Center 6.63 2.83
Restaurant - Quality 6.57 3.09
Neighborhood Shopping Center 6.46 2.27
Auto Car Wash 6.31 2.52
S & L - Walk In 5.51 3.03
Race Track 5.10 2.33
Library 4.26 2.86
Community Shopping Center 4.24 1.80
Hospital - General 3.88 3.18
e 0 1207
IMPROVEMENT IMPROVEMENT
COMMERCIAL USE DESIGNATIONS AREA I AREA I1
Hotel - Conv. Fac/Comm. 3.47 2.52
Auto - Repair & Sales 3.41 1.58
Regional Shopping Center 3.35 1.61
Discount Store 3.22 1.58
Golf Course 3.06 2.14
Church 2 -99 1.94
Office - Government 2.93 1.88
commercial Shops 2.90 1.58
Health Club 2.89 1.85
Motel 2.69 2.06
off ice - High Rise 2.67 1.84
Office - Commercial, 100,000 SF 2.56 1.75
Lumber/Hardware Store 2.47 1.58
Office - Medical 2.42 2.07
Hospital - Convalescent 2.33 2.23
Indoor Sports Arena 2.33 2.23
Resort Hotel 2.30 1.98
University 2.26 1.91
Junior College 2.19 1.90
All other Commercial Properties 2.14 1.44
not indent if ied above
IMPROVEMENT IMPROVEMENT
INDUSTRIAL USE DESIGNATIONS AREA I AREA I1
He1 iport s $ 10.63 $ 3.67
Industrial-Commercial Business
Park 2.14 1.51
All other Industrial Properties
not identified above 1.74 1.42
OR, IN THE ALTERNATE,
ANNUAL SPECIAL TAX
The "Maximum Annual Special Tax - Developed Property" for any Fiscal Year SI
exceed 13.81% of the authorized "Maximum Special Development Tax - One Time"
various Commercial and Industrial Property categories as set forth above
amount applicable and annually adjusted for each Fiscal Year.
ANNUAL TAX INCREASE
The above SPECIAL TAXES for the taxable properties are applicable for thi
year 1990/91, and are all subject to annual increases to reflect incrt
construction costs. The Construction Cost Index of the Engineering News
titled "ENR Cost Indexes in 22 Cities" will be used. The Index published
month of April for the City of Los Angeles under the column heading of "PE
Change from Last Year" will annually inflate each of the Maximum Annual T
each year for properties as follows:
e 0 120
A. PROPERTIES WITHIN THE DISTRICT: Not to exceed 50% of the
above-referenced increase.
B. PROPERTIES TO BE SUBSEQUENTLY ANNEXED: Not to exceed 100%
of the above-referenced increase until annexed.
TERM OF TAX
The above taxes shall be levied until all bonds have been discharged and fac.
funded and/or guaranteed, and the SPECIAL DEVELOPMENT TAX - ONE TIME has beer
however, the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY shall not be levied
period in excess of twenty-five (25) years per parcel.
Residential:
Once a building permit has been issued for Residential property and the
DEVELOPMENT TAX - ONE TIME has been paid, the property no longer will be sub
any annual special tax.
Commercial & Industrial:
The Commercial and Industrial properties, upon the issuance of a building
have the option to (1) pay the SPECIAL DEVELOPMENT TAX - ONE TIME or (2) ass
ANNUAL SPECIAL TAX - DEVELOPED PROPERTY, as set forth above. Upon the issu
any building permit, no further increase or escalation is authorized.
AUOCATION OF COST AND TAX
Total capital costs for all authorized facilities shall be allocated as f
65% to Residential property, 35% to Commercial & Industrial property. Th
costs exclude costs of issuance as needed.
Residential property shall be taxed in an amount sufficient to meet the 65% F
facilities, which tax will include costs of issuance, interest and other
including sinking fund payments for future construction as applicable.
Commercial & Industrial property shall be taxed in an amount sufficient to n
35% share of facilities, which tax will include costs of issuance, inter
other costs, including sinking fund payments for future construction as applic
COLLECTION OF ANNUAL TAX
Residential:
Determine monies necessary to make payment on bond debt service, replenish
call bonds, pay bonds and Community Facilities District No. 1 administrativ
and pay for public capital facilities. FIRST: Reduce this amount by tl
collected from Special Development Tax - One Time levied against res
properties. SECOND: The remaining funds needed are to be collected by the
the annual Special Tax - Undeveloped Property on undeveloped taxable res
acreage, in the proportional arnounts for each property category as required
exceed the maximum authorized tax.
I 1209 0 e
I*
Commercial and Industrial:
Determine monies necessary to make payment on bond debt service, replenish r(
call bonds, pay bonds and Community ??ac;lilies Di&fkt h. 1 2dminiStratiVe
and pay for current or future public capital facilities. FIRST: Reduce this
by the funds collected from Special Development Tax - One Time and annual
Tax - Developed Property levied against commercial and industrial prop
SECOND: Levy the annual Special Tax - Undeveloped Property on undeveloped
commercial and industrial acreage in the proportional amounts for each p
category as required, not to exceed the maximum tax.
*x*
-
* * 1210
CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO. 1
EXHIBIT '93''
PROPERTY OWNER NAME AND MSESSOR'S PARCEL NUMBERS
propertyowner: Carltas Company
Assessor's Parcel
Numbers: 211-010-25
21 1-021 -1 8
21 1 -021 -1 9
21 1-021-26
211-021-27
211-021-28
2 1 1-021 -29