HomeMy WebLinkAbout1996-01-09; City Council; 13460; COMMUNITY FACILITIES DISTRICT NO. 1 ANNEXATION NO. 95/96-1 SAN DIEGO GAS AND ELECTRIC1 -1 *,
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‘1 1 c!! OF CARLSBAD - AGENDhL
AB# 13, ‘f6@ TITLE: DEPT.
COMMUNITY FACILITIES DISTRICT NO. 1
SAN DlEGO GAS AND ELECTRIC
MTG. 01/09/96 ANNEXATION NO. 95/96-1 CITY I:
CITY I DEPT. FINANCE
RECOMMENDED ACTION:
Adopt Resolution No. 46- /1
Community Facilities District.
ITEM EXPLANATION:
Background
Property owners of vacant land in Carlsbad and the City worked together to f
Community Facilities District (CFD) No. 1. The CFD provides funding for a vai
of infrastructure projects which will be necessary to meet the requirements of
Growth Management Program. Council formed CFD No. 1 in 1991, followinc
election by property owners for a special tax to be levied upon their property to f
construction or acquisition of the capital projects.
The Carlsbad philosophy is that CFD financing is not intended to relieve
property owner of the responsibility to provide funding for infrastruc
improvements related to a single development. No homeowner in Carlsba
affected by a City CFD because our guidelines ensure that the obligation c
residential unit is paid in full when the building permit is issued. No homeowner
pay City-imposed Mello-Roos taxes.
Many Local Facilities Management Zones were not included in CFD Nc
Annexation proceedings were anticipated to occur as each zone progressed thro
the development process. With the exception of the more developed areas, E
zone plan requires either annexation to the CFD or developer funding of all requ
facilities.
In April 1993, Council authorized future annexation of the remaining undevelo
land into CFD No. 1. This action permits developers to use the simp1
annexation procedure and allows development to proceed without additional pi
hearings or special elections. The simplified annexation procedure lets pror
owners administratively petition to annex into CFD No. 1. Upon Council apprc
property will be annexed into CFD No. 1, thus fulfilling their obligation for ce
public facilities.
Annexation No. 95/96-1 - San Dieao Gas & Electric
On this evening’s Council Agenda, the City’s Planning Department will be brinl
forward an amendment to the SDG&E Encina Specific Plan to modify
boundaries of the plan area to remove approximately 24.2 acres from the sp~
plan. The area is proposed to be utilized as part of the golf course developr
certifying and adding property to an exis
planned on the Carlsbad Ranch Property as well as to provide access to the Re
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n PAGE TWO OF AGENDA BILL NO. / 3 LjcG 8 L
Planning Area. The General Plan designation for the property is Open Space and
zoning designation is Public Utility. The zone change proposal (ZC 94-02) for the pro
will change the zoning to Open Space.
In February of 1995 Carlsbad Ranch annexed to CFD No. 1. ZC 94-02 includes porti
of Carlsbad Ranch plus the 24.2 acre parcel north of Cannon Road owned by San Dil
Gas & Electric. A requirement of the zone change is that this 24.2 acre parcel must i
annex to CFD No. 1. The applicant, San Diego Gas & Electric, has completed
required Consent and Election to Annex Property in CFD No, 1 (Exhibit 2) and accef
the boundary map showing the proposed area to be annexed (Exhibit 3).
Council may formally authorize the annexation by certifying and adding the property
the original Community Facilities District. After Council authorization, a Noticc
Annexation (Exhibit 4) will be filed with the County Recorder as a lien against
property.
FISCAL IMPACT:
When CFD No. 1 was established, it was anticipated that all vacant, undevelopec
underdeveloped land would annex as it developed, thus providing the necessary c
flow to finance the construction of certain public facilities. San Diego Gas & Electri
requesting annexation into CFD No. 1 in order to fulfill their growth managen
obligation. Through the use of the simplified annexation procedure, both the City
the owner are able to avoid election costs and additional time delays. A fee of $481
cover annexation processing, map preparation, and filing costs is charged.
The property is subject to CFD No. 1 undeveloped special taxes beginning in fiscal )
1996-97. Because of the General Plan designation of Open Space the net develop:
acres on the site is zero (0), the undeveloped special tax will be zero ($0).
EXHIBITS:
1. Resolution No. 96 - / 1 , certifying and adding property to an existing CFD.
2. Consent and Election to Annex Real Property to an Existing Community Facil
District.
Boundary Map of the area to be annexed. 3.
4. Notice of Annexation.
5. Community Facilities District No. 1 1995-96 maximum tax rates.
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RESOLUTION NO. 9 6 - 11
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 CARLSBAD,
CALIFORNIA, (hereinafter referred to as the "legislative body of the local Agency"),
has previously formed a Community Facilities District pursuant to the provisions
of the "Mello-Roos Community Facilities Act of 1982', being Chapter 2.5, Part 1,
Division 2, Tile 5 of the Government Code of the State of California, said Articlc
3.5 thereof. The existing Community Facilities District being designated a!
COMMUNITY FACILITIES DISTRICT NO. 1 (hereinafter referred to as the 'District")
and
WHEREAS, the legislative body has also established a procedure tc
allow and provide for future annexations to the original District and the are{
proposed to be annexed in the future was designated as COMMUNITY FACIUTIE!
DISTRICT NO. 1, FUTURE ANNEXATION AREA (hereinafter referred to as thc
"Future Annexation Area"); and
WHEREAS, at this time the unanimous consent of the property own€
or owners of certain specific territory proposed to be annexed has been receivec
and said territory has been designated as ANNEXATION NO. 95/96-1 (hereinaftc
referred to as the 'Annexed Area"); and
WHEREAS, the map showing the specific territory to be annexed ar
designated as the Annexed Area as submitted is hereby approved by tl-
legislative body.
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NOW, THEREFORE, BE IT RESOLVED by the City Council of the City
of Carlsbad, California as follows:
- RECITALS
SECTION 1. The above recitals are all true and correct.
ANN MATI ON C ERTl FI CATU
SECTION 2, That this kgislative body does hereby determine ani
declare that ths territory subject to annexation, being the Annexed Area, is no!
added to and becomes a part of the District.
AN_N€XAT!ON AREA
SECTION 3. That the boundaries and parcels of terriicry herei
annexed and on whish special taxes will be levied in order to pay for the cos1
and expenses of authorized public facilities is described as follows:
All thet property annexed to the existing Cornmunity Facilities Distric
as said teriiiory is shown on a map as herein approved by this legislative bodi
said map designated by the number of the annexation and the name of tt.
District, a copy of which is on file and shall rernsin open for public inspection.
FINDINGS
SECTION 4. That this kgislative body does hereby further determir
as fol!ows:
A. That the unanimous consent to the annexation as submitted by tl
property owners is hereby certified and approved and shall be kept on file in ti
office of the Election Official.
B. The legislative body is hereby empowered to levy the authoriz
special taxes within the Annexed Area to pay for the District’s public facilities. T
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property being annexed will be subject to all applicable special taxes upon
annexation. The Annual Special Tax - Undeveloped Property will commence
fiscal year 1996-97.
C. That the Annexed Area is formally added to and becomes a pari
of the District.
NOTICE
SECTION 5. That immediately upon adoption of this Resolution
notice shall be given as follows:
A. A copy of the annexation map as approved shall be immediately
and at least within fiieen (15) days of adoption of this Resolution, filed in the offict
of the County Recorder.
B. Also within said fiieen (15) days, an amendment to the Notice o
Special Tax Lien (Notice of Annexation) shall be recorded in the office of thc
County Recorder.
PASSED, APPROVED AND ADOPTED at a regular meeting of the Cit
Council on the 9th day of JAMJARY , 1996, by the following vote, to wit:
AYES: Council Members Lewis, Nygaard, Kulchin, Finni.
NOES: None
ABSENT: None
ATTEST:
ALETHA L RAUTENKRANZ, City Ca (SEAL)
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CONSENT AND ELECTION TO ANNEX REAL PROPERTY
TO AN EXISTING COMMUNITY FACILITIES DISTRICT
CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO. 1
TO: LEGISLATIVE BODY
COMMUNIIY FACILITIES DISTRICT NO. 1
The undersigned is the owner, or duly authorized representative of said own
the property as shown on the attached map ( the "Owner"), and is the appro[
person with legal authorization to sign this consent, vote and election to ti
property to the District.
me Owner is aware of and understands the following:
A.
1.
2.
The City of Carlsbad has conducted proceedings pursuant to the ''1
Roos Community Facilities Act of 1982' (Government Code 35331'
following) (the "Act") to form a community facilities district know
designated as COMMUNITY FACILITIES DISTRICT NO. 1 (the "Distric
purposes of the construction, installation and financing of major {
capital facilities to serve and benefit properties within the boundaries 1
District.
Proceedings have also been authorized to allow annexation of prop€
the future to said District; however, any future annexation is condit
upon the unanimous consent of the owner or owners of each pari
parcels at the time uf the proposed annexation.
That the Owner is the owner of property subject to annexation as saic
is shown on a map attached hereto, referenced and incorporated, m
and designated as the ANNEXED AREA.
That the map attached hereto shows the developable area pursuant City General Plan land use, and includes all applicable AssesFor's 1
numbers for the property being annexed.
The property being annexed will be subject to ail applicable special
upon annexstion. The Annual Special Tax - Unaeve!oped Proper commence in fiscal year 1996 - 97 .
Appendix D - Page 1
€4.
C.
D.
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THE UNDERS1GNED DOES HEREBY CERTIFY UNDE2 PENALTY OF PEXJURY
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FOLLOWS:
3. The Owner does consent to and approve the annexzuon of the Annexed Area to
District without any additional further pubiic hearings and without any furt
e!es',ion requirements. The Owner further wcives the right to protest. object tc
initiate legal proceedings challenging the validity oi the foilowing:
- Promedings for the formation of the Disnict
Proceedings to annex property in the future
Specific annexation proceedings for the Annexed Area
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4. The Omer specifkaily authorizes the levy of the previousiy approved special ta
on all properties within the boundaries oi the Annexed Area to pay for
incsbtedness of the Community Faciiities Disyict. authorized public capital facilities andlor to assist in the payment for bon
Tne Owner scknowiedges the map attacned and stales that said nsp prop d. c
S~GWS the propeny to be annexed and the ne: ceve!opable acres per general
Iznd use.
This consent is executed upon the understanding that as of this date I
District assessments exist or are contemplated against this parcel.
6.
EXECUTED this 24 7H
California.
day of Zjc&cmAL~ 19 43 , in &d D)E&O
E.K. F0U-E~
(Type or print name or signor)
Notary Area:
(If adciiicfial signsture are required, please artach zddiiicnai pqes.)
Appendix D - Pace 2
c.
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STATE OF cAL8Fda/A )
COUNTY OFdfbd 23/K& Q )SS.
appeared A?' K. P0-E 'I
X personally known to me
proved to me on the basis of satisfactory evidence
to be the person(& whose name0 ishesubscribed to the within instrument and acknowledg
to me that he/&ek&ey executed the same in his- authorized capacity(&), and that
his- signaturew on the instrument the persono, or the entity upon behalf of uhich t
person& acted, executed the instrument.
WITNESS my hand and official seal.
Signature d fi.Ju
c 01 e -'I
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AUTHORIZING EXECUTION OF CORPORATE OBLIGATIONS
Resolution adopted August 18, 1986 by the Board of Directc
of San Diego Gas & Electric Company
-----------------
RESOLVED, that each company officer, other than an as tant officer, is authorized to execute obligations on behal
the company for which no specific authorization has been de
mined by resolution of this Board; provided that the follo
types of obligations may be so executed only after approva
1. Contracts committing the company to estimated t
expenditures, relinquishments or impacts of more
$10 million, including maximum potential ternin2 costs, except contracts involving (i) charges fixe conformity with law or governmental authority,
borrowings under general credit lines previo approved by this Board, (iii) fuel transactions
terms of one year or less (iv) routine procure
transactions in the ordinary course of business
terms of one year or less, (v) purchase of elec
capacity, energy, or transmission service for tern
one year or less, and (vi) purchase of gas capac
storage or transportation service for terms of year or less.
this Board:
2. Contrzcts for (i) non-routine consulting serv which involve estimated expenditures by the conpan:
more than $200,000 in any single twelve month per
including maximum potential termination costs, or employment contracts, or contracts with former enp
ees or directors, which involve estimated expendit]
by the company of more than $100,000 in any si:
twelve month period, including maximm poten. termination costs.
RESOLVED FURTHER, that each such officer may delegate 8
authority to employees of the company, subject to prior wri
approval by the Chairman of the Board or President, and
accordance with procedures published in the company's admij
trative manual, and
RESOLVED FURTHER, that this Board's resclutior ZUthOri: execution of corporation obligztions adcpted April 27 I 198;
rescinded.
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The undersigned, D. M. RICHARDSON, Secretary of San Di Gas & Electric Company, a Corporation duly created, organi
and existing under and by virtue of the laws of the State
California, does hereby certify that the foregoing is a fu
true and correct copy of a resolution duly and regularly adop
by the Board of Directors of said Corporation at a meeting
said Board duly and regularly held on August 18, 1986, and d
hereby further certify that said resolution is now in full fo
and effect and has not been rescinded, vacated or modified
any way.
IN WITNESS WHEREOF, the Undersigned has set his hand
affixed the corporate seal Of said Corporation
Cctober 17. 1991 /e Secretary of w T D. M. RICHARD
San Diego Gas & Electric snpzny
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F. H. AULT
Vice President & Controller and Marketing Services
YE.& . KLEIN
Assistant Treasurer Communications
R. K. FULLER
Vice President-Governmental & Assistant Secretary Regulatory Services
?7. q ' &vi?/
M. A. 'KYD M. J. h0OD
Vice President-Hu Resources Assistant Secretary
IN WITNESS WHEREOF, the undersigned has set his hand
and affixed the corporate seal of said corporation on
April 4, 1995
4$iii&z- <
N. A. Peterson I ..-
Secretary
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CERTIFICATE OF SECRETARY OF
SAN DIEGO GAS & ELECTRIC COMPANY
WITH RESPECT TO INCUMBENCY OF OFFICERS SIGNING DOCUMENTS ---~.-------------------------------------------------------
The undersigned, N. A. PETERSON, Secretary of San Die Gas & Electric Company, a corporation duly created,
organized and existing under and by virtue of the laws of the State of California,
DOES HEREBY CERTIFY, that the below-named persons hav
been duly elected, have duly qualified, and have
continuously been officers of said Company since August 1,
1994 to date; and that they hold the respective offices below set forth under their names; that the signatures bel set above their names are their genuine signatures:
q&& . . COTTON
c/$* +
D -7. & N. wc A. PETERSON
Senior Vice President-
Chief Executive Officer Customer operations
\ S. L. BAUM E. A. GUILES
Executive Vice President Senior Vice President- Energy Supply
&'ELSINGER
Executive Vice President Senior Vice President, General Counsel and Secretary
m e
CERTIFICATION OF PROJECT MANAGER
The undersigned is the duly appointed and acting PROJECT MANAGER for the proceedi
relating to the annexation of property to the District.
That on the
on the CONSENT AND ELECTION TO ANNEX REAL PROPERTY TO AN EXISTING COMMUP
FACILITIES DISTRICT, and hereby certify and state as follows:
1. That I caused said Consent and Election to be examined, and my examination revealed
that said Consent and Election had been signed by all qualified electors of the property
proposed to be annexed to the District or their duly authorized representatives, and that
said persons were the authorized persons to sign on behalf of the owners or the
property within the boundaries of the territory proposed to be annexed to the District.
2. That said Consent and Election did contain the signatures representing 100% of all of
the qualified electors within the property proposed to be annexed to the District.
EXECUTED this 3 arci day of Juvp~ S3c-a 1996, at Carlsbad, California.
c-
I 1996, I did review the signatures as contai Sf' A day of -1 6.. i L .: ( -*--L')
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1 ,L$j / Lt"L dJ&/.,.. /
LISA HILDABRAND
Project Manager
Carlsbad, California
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EXHIE
WHEN RECORDED, RETURN TO:
CITY CLERK
CARLSBAD, CA 92008
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE
AMENDMENT TO THE NOTICE OF SPECIAL TAX LIEN
(NOTICE OF ANNEXATION)
Pursuant to the requirements of Section 31 17.5 of the Streets and Highways Code and Sei
53339.8 of the Government Code, the undersigned CITY CLERK of the legislative body o
CITY OF CARLSBAD, COMMUNITY FACILITIES DISTRICT NO. 1, ANNEXATION NO. 95/9
STATE OF CALIFORNIA, HEREBY GIVES NOTICE that a lien is hereby imposed to SE
payment of a special tax which the City Council of the City of Carlsbad, County of San Di
State of California, is authorized to annually levy for the following purpose:
To pay for certain public capital facilities, including the payment of principal and interesl on bonds, said facilities generally described as the construction and installation of
purchase of the following:
I. Public facilities generally described as new library facility, a major addition to an
existing library building, a City Hall complex, and the addition of office and
warehouse facilities at the public safety center.
II. Park improvements generally designated as the MACARIO CANYON PARK.
Ill. Major street improvements in portions of the following designated public streets:
FARADAY AVENUE, CANNON ROAD, LA COSTA AVENUE, OLIVENHAIN
ROAD/RANCHO SANTA FE ROAD & LEUCADIA BOULEVARD.
IV. Major bridge and overpass facilities generally described as the LA COSTA
INTERCHANGE, POlNSElTlA LANE INTERCHANGE & PALOMAR AIRPORT
ROAD INTERCHANGE.
The special tax is authorized to be levied within Community Facilities District No. 1, Annex
No. 95/96-1 , which has now been officially formed, and the lien of the special tax is a contir
lien which shall secure each annual levy of the special tax and which shall continue in forcc
effect until the special tax obligation is prepaid, permanently satisfied and cancek
accordance with law or until the special tax ceases to be levied and a notice of cessatic
special tax is recorded in accordance with Section 53330.5 of the Government Code.
The rate and method of apportionment of the authorized special tax is as shown on the attac
referenced and incorporated Exhibit "A', and the special tax shall be collected in the :
manner as ordinary ad valorem property taxes are collected and shall be subject to the !
penalties and the same procedure, sale and lien priority in case of delinquency as is prob
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\ for ad valorem taxes. Conditions under which the obligation to pay the special tax mal
prepaid and permanently satisfied and the lien of the special tax canceled are as follows:
Any special tax for public capital facilities may be prepaid and satisfied by the paymei
the maximum present value of the special tax obligation.
Notice is further given that upon the recording of this notice in the office of the County Recoi
within the District in accordance with Section 31 15.5 of the Streets and Highways Code.
The names of the owner(s) of the real property included within the Community Facilities Di:
as they appear on the last secured assessment roll as of the date of recording of this Notice
the Assessor's tax parceI(s) numbers of all parcels or any portion thereof which are inch
within said territory to be annexed to this Community Facilities District are as set forth or
attached, referenced and incorporated Exhibit "8".
Reference is made to the following:
1.
the obligation to pay the special tax levy shall become a lien upon all non-exempt real pro1
Notice of Special Tax lien recorded May 20, 1991, Document No. 91-236959 in the offic
the County Recorder for the County of San Diego, State of California.
Boundary map of the original Community Facilities District recorded at Book 24, Pagt
office of the County Recorder for the County of San Diego, State of California.
Boundary map of the Future Annexation Area District recorded at Book 27, Page
Document No. 93-2201 63, Maps of Assessment and Community Facilities Districts ir
office of the County Recorder for the County of San Diego, State of California.
Boundary map of the Annexation Area No. 95/96-1 recorded at Book , Page -
Document No. , Maps of Assessment and Community Facilities Districts ir
office of the County Recorder for the County of San Diego, State of California.
2.
Document No. 90-6741 18, Maps of Assessment and community Facilities Districts ir
3.
4.
For further information concerning the current and estimated future tax liability of owne
purchasers of real property subject to this special tax lien, interested persons should contac
following designated person:
Lisa Hildabrand, Finance Director
1200 Carlsbad Village Drive
Carlsbad CA 92008
Telephone: (61 9) 434-2867
City of Carlsbad
I & lo,
ALETHA L. RAUTENKRANZ, City cid
City of Carlsbad
State of California
Date
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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
subject to ANNUAL SPECIAL TAXES as applicable based upon the rates as est
for the original Community Facilities District No. 1 and further based 1 property categories, maximum tax rates, increases and status of the issi
building permits, all as hereinafter set forth. Improvement Area I refer:
properties within the boundaries of the City of Carlsbad Bridge and Thor
District. Improvement Area I1 is for all remaining properties within the C
Facilities District, not within the Bridge & Thoroughfare District.
RESIDENTIAL PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable property prior to the issuance of a building permit shall be su
the following maximum annual special taxes, subject to increases as sc
herein:
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEVELOPABLE ACRE FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
AREA I AREA I1 PROPERTY CATEGORY
Residential Low $ 281.00 $ 277.00
Residential Low to Medium 772.00 760.00
Residential Medium 1,294.00 I, 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
to the following described SPECIAL, DEVELOPMENT TAX - ONE TIME, also sui
increases as set 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 3,835.00
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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COMMERCIAL, INDUSTRIAL AND OTHER PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable Commercial and Industrial Property prior to the issuance of a
permit shall be subject to the following maximum annual special taxes, alsc
to increases as set forth herein:
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEVELOPABLE ACRE FOR FISCAL YEAR 1990/2991
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 buildin5
shall have the option to (1) pay the SPECIAL DEVELOPMENT TAX - ONE TIP
assume the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY for a period of not i
twenty-five (25) years, generally in the amounts per property category as io
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 S 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
Campground 17.51 4.99
Restaurant - Sit Down 15.17 4.73
Marina 14. a5 4.41
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
Auto Car Wash 6.31 2.52
S 6i 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
8 19 m
I IMPROVEMENT IMPROVEMENT
AREA I1 COMMERCIAL USE DESIGNATIONS AREA I
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
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 Hot e 1 2.30 1.98
University 2.26 1;91
Junior College 2.19 1.90
All other Commercial Properties 2.14 1.44
not indentified above
IMPROVEMENT IMPROVEMENT
INDUSTRIAL USE DESIGNATIONS AREA I AREA I1
He1 iports $ 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 TBE ALTERNATE,
ANNUAL sPEcru TAX
The “Maximum Annual Special Tax - Developed Property” for any Fiscal Year
exceed 13.81% of the authorized “Maximum Special Development Tax - One Tim€
various Commercial and Industrial Property categories aa get forth aboi
amount applicable and annually adjusted €or each Fiscal Year.
ANNUAL TAX INCREASE
The above SPECIAL TAXES €or the taxable properties are applicable for t
year 1990/91, and are all subject to annual increases to reflect inc
construction costs. The Construction Cost Index of the Engineering Ne1
titled “ENR Cost Indexes in 22 Cities“ will be used. The Index publish€
month of April for the City of Los Angeles under the column heading of ”
Change from Last Year” will annually inflate each of the Maximum Annual
each year for properties as follows:
1p m e
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 fa
funded and/or guaranteed, and the SPECIAL DEVELOPMENT TAX - ONE TIME has be
however, the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY shall not be levic
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 SL
any annual special tax.
Commercial & Industrial:
The Commercial and Industrial properties, upon the issuance of a buildin<
have the option to (1) pay the SPECIAL DEVELOPMENT TAX - ONE TIME or (2) a'
ANNUAL SPECIAL TAX - DEVELOPED PROPERTY, as set forth above. Upon the is:
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
65%-to Residential property, 35% to Commercial & Industrial property. '1
costs 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 oths
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, intf
other costs, including sinking fund payments for future construction as appl -
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
collected from Special Development Tax - One Time levied against re
properties. SECOND: The remaining funds needed are to be collected by th
the annual Special Tax - Undeveloped Property on undeveloped taxable re
acreage, in the proportional amounts for each property category a0 require
exceed the maximum authorized tax.
t m W
a
Commercial and Industrial:
'Determine monies necessary to make payment on .bond debt service, replenish
(call bonds, pay bonds and Community Facililies District No. 1 administrativl
and pay for current or future public capital facilities. FIRST: Reduce thi
by the funds collected from Special Development Tax - One Time and annual
Tax - Developed Property levied against commercial and industrial pro
SECOND: Levy the annual Special Tax - Undeveloped Property on undeveloped
commercial and industrial acreage in the proportional amounts for each
category as required, not to exceed the maximum tax.
x**
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II CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO. 1
PROPERTY OWNER NAME AND ASSESSORS PARCEL NUMBERS
"EXHIBIT 8"
,
Property Owner; San Diego Gas ti Electric
Assessor's Parcel
Numbers: 21 1 -01 0-27
RESIDENTIAL UNDEVELOPED LAND USE:
RESIDENTIAL LOW (RL)
RESIDENTIAL LOW MEDIUM (RLM) RESIDENTIAL MEDIUM (RM)
RESIDENTIAL MEDIUM HIGH (RMH)
RESIDENTIAL HIGH (RH)
NON-RESIDENTIAL UNDEVELOPED LAND USE
COMMERCIAL PROPERTY
INDUSTRIAL PROPERTY
AGRICULTURAL PROPERTY
PERNETACRE PERNETACRE PERNETACRE PERNETACRE PERNETACRE PERNETAC
$294 5157 $305 0512 $308 3703 $308 3703 $217 9416 $225 72
809 1322 838 0767 847 1952 847 1952 598 7578 620 17
1,356 2396 1,404 7555 1,420 0397 1,420 0397 1,003 61 73 1,039 51
2,079 4277 2,153 81 37 2,177 2479 2,177 2479 1,538 7765 1,593 82
2 927 3395 3,032 0573 3,065 0470 3,065 0470 2,166 2312 2,243 72
PERNETACRE PERNETACRE PERNETACRE PERNETACRE PERNETACRE PERNETAC
$2,515 4367 $2,605 4198 $2,633 7676 $2,633 7676 $965 1731 $999 6s
1,257 7184 1,302 7099 1,316 8838 1,316 8838 482 5865 499 84
0 0000 0 0000 0.0000 0 0000 0 0000 0 oc
ESTABLISHED MAXIMUM
FISCALYEAR 1995-96
ANNEXATION
MAXIMUM ACTUAL LEVY FOR F FY 1995-96 1995 -96
RESIDENTIAL PROPERTY UNDEVELOPED LAND USE: RESIDENTIAL LOW (RL)
RESIDENTIAL LOW MEDIUM (RLM)
RESIDENTIAL MEDIUM (RM)
RESIDENTIAL MEDIUM HIGH (RMH) RESIDENTIAL HIGH (RH)
NON-RESIDEKTIAL UNDEVELOPED LAND USE:
COMMERCIAL PROPERTY INDUSTRIAL PROPERTY
AGRICULTURAL PROPERTY
PER NET ACRE PER NET ACRE PER NET ACRE PER NET ACRE/ PER NET ACRE/ PER NET AC $290 3233 $300 7089 $303 9807 $303 9807 I $214 8393 I $222 5:
796 5550 825 0496 834 0264 834 0264 1 589 4507 1 610 5:
1,275 5361 1,321 1650 1,335 5396 1,335 5396 1 943 8967 977 66
1,957 8483 2,027 8851 2,049 9491 2,049 9491 I 1,448 8077 1,500 6: 2,870 7422 2,973 4353 3,005 7873 3,005 7873 1 2,124 3492 2,200 34
PER NET ACRE PER NET ACRE PER NET ACRE PER NET ACRE PER NET ACRE PER NET AC
$1,676 9578 $1,736 9465 $1,755 8451 $1,755 8451 $643 4487 $666 46 1,006 1747 1,042 1679 1,053 5070 1,053 5070 386 0692 399 87 0 0000 0 0000 0 0000 0 0000 0 0000 0 O(
TAX ON DEVELOPED PROPERTY %OF(
FORMATION OR ANNEXATION DATE: FY 1995-96
RESIDENTIAL DWELOPED LAND USE:
RL (0 - 1.5 DU/AC)
RLM (1.51 TO 4.0 DU/AC)
RM (4.1 TO 8.0 DU/AC)
RMH (8.1 TO 15.0 DU/AC)
RH (15.1 TO 23.0 DUlAC)
PERDU.
$4,885.6389
4,885.6389
3,083.7029
3,083.7029
3,083.7029
h
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8 City of Carlsbal
January 16, 1996
Attention: F. Mackenzie Brown
Brown, Diven & Hentschke
12770 High Bluff Drive, Suite 240
San Diego, CA 92130
Re: Community Facilities District No. 1
Enclosed are copies of the following:
1. Resolution No. 96-11
2. Amendment to the Notice of Special Tax Lien (Notice of
Annexation)
3. Boundary Map - Annexation No. 95/96-1
4. Certificate of Compliance with Notice Requirements -
Community Facilities District No. 1 - Future Annexation A
If there are any questions, please feel free to call this offic
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AiETHA L. ~uk\ City Clerk
ALR: ijp
Enclosures
______
1200 Carlsbad Village Drive - Carlsbad, California 92008-1 989 - (61 9) 434-2