HomeMy WebLinkAbout2005-11-15; City Council; 18342; Community Facilities District 1 Annexation Cassia HeightsCITY OF CARLSBAD - AGENDA BILL
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AB# 18,342 TITLE:
MTG. 11/15/05 I COMMUNITY FACILITIES DISTRICT NO. 1
DEPTHD: 1-y
CITY AlTY: I
ANNEXATION NO. 05/06-02 - CASSIA HEIGHTS I DEPT: Citv Mqr.
RECOMMENDED ACTION:
Adopt Resolution No. 2005-338 to affirmatively vote in the election to annex
property to Community Facilities District No. I and authorize the levy of special
taxes pursuant to the rate and method of apportionment of Community Facilities
District No. 1.
Adopt Resolution No. 2005-339
Community Facilities District.
certifying and adding property to an existing
ITEM EXPLANATION:
Background
Property owners of vacant land in Carlsbad and the City worked together to form
Community Facilities District (CFD) No. 1. The CFD provides funding for a variety of
infrastructure projects, which will be necessary to meet the requirements of the
Growth Management Program. Council formed CFD No. 1 in 1991, following an
election by property owners for a special tax to be levied upon their property to fund
construction or acquisition of capital projects.
The Carlsbad philosophy is that CFD financing is not intended to relieve any
property owner of the responsibility to provide funding for infrastructure
improvements related to a single development. Because our guidelines ensure that
the obligation on a residential unit is paid in full when the building permit is issued, a
City CFD affects no homeowner in Carlsbad. No homeowner will pay City-imposed
Mello-Roos taxes.
Many Local Facilities Management Zones were not included in CFD No. 1.
Annexation proceedings were anticipated to occur as each zone progressed through
the development process. With the exception of the more developed areas, each
zone plan requires either annexation to the CFD or developer funding of all required
facilities.
In April 1993, Council authorized future annexation of the remaining undeveloped
land into CFD No. 1. This action permits developers to use the simplified
annexation procedure and allows development to proceed without additional public
hearings or special elections. The simplified annexation procedure lets property
owners administratively petition to annex into CFD No. 1. Upon Council approval,
property will be annexed into CFD No. 1, thus fulfilling their obligation for certain
public facilities.
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Annexation No. 05/06-02 - Cassia Heights
As a condition of approval for discretionary action (GPA02-05, ZCO2-06, SDP02-13,
HDP02-13 and SUPO2-09) received August IO, 2004, the Cassia Heights property
is required to annex into CFD No. 1. The City of Carlsbad, a Municipal Corporation,
is the property owner. The City Council previously leased the property to El Camino
Family Housing Partners, LLC for the construction of affordable housing. However,
as the property owner, the City Council must approve the annexation.
Adoption of the Resolution Approving an Affirmative Vote and Authorizing the Levy
of Special Tax (Exhibit 2) waives the time limit specified by law and unanimously
approves the annexation of the property to CFD #I and the levy of special taxes.
The election is held simultaneously with the approval of such Resolution. The City
Clerk shall then complete a Statement of Votes Cast showing how the three votes
(one per acre or part thereof) were cast.
If Council approves the first resolution, then Council may adopt the second
Resolution formally authorizing the annexation by certifying and adding the property
into the original Community Facilities District. After Council authorization, a Notice
of Annexation will be filed with the County Recorder as a lien against the property.
FISCAL IMPACT:
When CFD No. 1 was established, it was anticipated that all vacant, undeveloped or
underdeveloped land would annex as it developed, thus providing the necessary
cash flow to finance the construction of certain public facilities. The following
estimates are based upon CFD No. 1 actual tax rates for fiscal year 2005-06.
The property being annexed is owned by the city of Carlsbad and leased under a
ground lease to El Camino Family Housing Partners, LLC which is developing it.
The property has been approved for the development of fifty-six residential dwelling
units comprised of approximately 2.63 acres.
The property will be subject to CFD No. 1 Special Tax - Undeveloped Property
beginning in fiscal year 2006-07; although at this time, the tax rate is $0. The
property is also subject to the CFD No. 1 Special Development Tax - One-Time at
the time of building permit issuance. Using the 2005-06 tax rates, this tax is
estimated at $65,723. This tax will be paid by the lessee, El Camino Family
Housing Partners, LLC.
Through the use of the simplified annexation procedure, both the City and the owner
are able to avoid election costs and additional time delays. A fee of $1,035 to cover
annexation processing, map preparation, and filing costs has been paid by El
Camino Family Housing Partners, LLC.
EXHIBITS:
I. Boundary Map
2. Resolution No. 2005-338 approving an affirmative vote in the election to
annex property to Community Facilities District No. 1 and authorizing the levy
of special tax.
3. Resolution No. 2005-339 certifying and adding property to an existing
Community Facilities District No. 1.
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EXHIBIT 1
EXHIBIT 2
RESOLUTION NO. 2005-338
RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, TO AFFIRMATIVELY VOTE IN THE ELECTION TO
ANNEX PROPERTY TO COMMUNITY FACILITIES DISTRICT NO. 1 AND TO
AUTHORIZE THE LEVY OF THE SPECIAL TAX PURSANT TO THE RATE AND
METHOD OF APPORTIONMENT OF COMMUNITY FACILITIES DISTRICT NO. 1
WHEREAS, the CITY OF CARLSBAD, CALIFORNIA (the “City”), currently owns
approximately 2.63 acres identified as assessor parcel number 2 15-020-27-00 located along El
Camino Real, North of Poinsettia Lane. The property being identified as CITY PROPERTY (the
“Property”); and,
WHEREAS, the City Council previously approved a ground lease of said Property with
El Camino Family Housing Partners, LLC; and
WHEREAS, at this time annexation into Community Facilities District No. 1 is required
as the Property has received discretionary approvals (GPA 02-05, ZC 02-06, SDP 02-13, HDP
02-13 and SUP 02-09). Such annexation is required into Community Facilities District No. 1 at
the first discretionary approval other than a Master Plan or Specific Plan; and
WHEREAS, it is now necessary for the City Council, as the owner of the Property, to
vote to approve such annexation to Community Facilities District No. 1 and to authorize the levy
of the Special Tax.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad,
California as follows:
1. The above recitals are all true and correct.
2. That the City Council does hereby authorize the Mayor to sign the “Consent And
Waiver To Shortening Of Time For Conducting A Special Election In Property Proposed
To Be Annexed To City Of Carlsbad Community Facilities District No. 1” (Exhibit A)
waiving the time limit specified by the ”Mello-Roos Community Facilities Act of 1982”,
(Government Code $533 11 and following) (the “Act”) for conducting an election and the
requirements for impartial analysis and ballot arguments as further described in Exhibit
A.
3. That City Council does hereby unanimously consent to the annexation of the Property
to Community Facilities District No. 1 and the levy of special taxes of Community
Facilities District No. 1 pursuant to the Rate and Method of Apportionment.
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PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council on the 15 th
day of November ,20E, by the following vote, to wit:
AYES: Council Members Lewis, Hall, Kulchin, Packard, Sigafoose
NOES: None
ABSENT: None
ATTEST:
CONSENT AND WAIVER TO SHORTENING OF TIME
FOR CONDUCTING A SPECIAL ELECTION IN
PROPERTY PROPOSED TO BE ANNEXED TO
CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO. 1
AND APPOINTMENT OF AUTHORIZED REPRESENTATIVES
ANNEXATION NO. 05/06-02
TO: CITY COUNCIL
COMMUNITY FACILITIES DISTRICT NO. 1
OF THE CITY OF CARLSBAD
THE UNDERSIGNED DOES HEREBY CERTIFY UNDER PENALTY OF PERJURY
AS FOLLOWS:
1. The undersigned is the owner, or the duly authorized representative of such owner, of the
real property described in Exhibit "A" attached hereto and incorporated herein by reference (the
"Property"), and, in such capacity, possesses all legal authority necessary to execute this Consent
and Waiver as and on behalf of the owner of the Property (the "Owner") in connection with the
annexation of the Property to the District (as defined below).
2. The Owner is aware of and understands the following:
A. The City of Carlsbad has conducted proceedings pursuant to the "Mello-Roos
Community Facilities Act of 1982", (Government Code $5331 1 and following)
(the "Act") to form a community facilities district known and designated as
Community Facilities District No. 1 (the "District1') to finance the following
described public facilities (the "Public Facilities"):
(1) Public facilities generally described as new library facility, major addition
to an existing library building, a City Hall complex, and the addition of
office and warehouse facilities at the public safety center;
(2) Park improvements generally described as the Macario Canyon Park;
(3) Major street improvements in portions of the following designated public
streets:
(a.) Faraday Avenue;
(b.) Cannon Road;
(c.) La Costa Avenue;
(d.) (e.) Leucadia Boulevard.
OlivenhaidRancho Santa Fe Road; and
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(4) Major bridge and overpass facilities generally described as:
(a.) La Costa Interchange;
(b.) Poinsettia Interchange; and
(c.) Palomar Airport Road Interchange.
B. The City and the qualified electors of the District did authorize the issuance of
bonds of the District in an aggregate principal amount of $130,000,000 subject to
inflation to finance the acquisition or construction of the Public Facilities and the
levy of the special tax set forth in Exhibit “B” hereto (the “Special Tax”) within
the District to pay for the Public Facilities, to pay debt service on bonds of the
District, or both.
C. The City Council of the City (the “City Council”) has also undertaken
proceedings pursuant to Article 3.5 of the Act to provide for the future annexation
of certain territory, including the Property, to the District. On May 18, 1993, the
City Council held a public hearing as required by the Act to consider the future
annexation of such territory, including the Property, to the District. Notice of
such public hearing was given in the form and manner as required by law. A
protest to such future annexation was not received from 50% or more of the
registered voters, or six registered voters, whichever is more, residing in the
territory proposed to be annexed in the future or the owners of one-half or more of
the area of land in the territory proposed to be annexed in the future. At the
conclusion of such public hearing, the City Council did approve and provide for
the annexation of the territory, including the Property, proposed for annexation in
the future upon the unanimous approval of the owner or owners of each parcel or
parcels at the time that such parcel or parcels are annexed, without additional
hearings.
D. The Act hrther requires, as a prerequisite to the levy of any special taxes within
the Property or the issuance of bonds secured by such special taxes, that the City
Council must submit the question of whether or not to levy any special tax within
the Property to the qualified electors of the Property at a special election. The Act
further provides that 213’s of the qualified electors must vote in favor of the levy
of the special tax.
E. The Act provides that the qualified electors of the Property shall be the voters
registered to vote within Property if at least twelve (12) persons, who need not
necessarily be the same twelve (12) persons, have been registered to vote within
the Property for each of the ninety (90) days preceding the close of the public
hearing to consider the annexation of the Property to the District. Otherwise, the
Act provides that the vote shall be by the landowners of the Property with each
such landowner who is the owner of record at the close of such public hearing, or
the authorized representative of such owner, having one vote for each acre or
portion of an acre of land that such landowner owns within the Property.
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F. The provisions of the Act require that such special election be held at least ninety
(90) but not more than one hundred eighty days (180) following the date of the
submission of the question of levying the special tax to the qualified electors of
the Property; provided, however, any such special election time limit specified by
the Act or requirement pertaining to the conduct of such a special election may be
waived with the unanimous consent of the qualified electors of the Property and
the concurrence of the official conducting the election. As is stated below, it is
proposed that the special election shall be held on Wednesday, November 9th,
2005 at 9:30 a.m. or such other date upon which all of the qualified electors of the
Property and the official conducting the election may concur.
3. The Owner consents to and expressly approves the annexation of the Property to the
District and the authorization for the levy of the Special Tax within the Property without further
public hearing conducted pursuant to the provisions of the Act. The Owner waives any right
which the Owner may have to make any protest or complaint or undertake any legal action
challenging the validity of the proceedings of the City to authorize the future annexation of the
Property to the District or any necessity, requirement, right or entitlement for further public
hearing pertaining to the annexation of the Property to the District and the levy of the Special
Tax within the Property.
4.
the ninety (90) days preceding the date of this Consent and Waiver.
Owner certifies that there have been no persons residing within the Property for each of
5. Owner desires that the special election be held on Wednesday, November 9th, 2005 at
9:30 a.m. or such other date as the qualified electors and the City Clerk of the City, acting as the
official conducting the election (the “City Clerk”), may mutually agree.
6. Owner expressly consents to the following:
A.
B.
C.
D.
E.
To the conduct of the special election on Wednesday, November 9th, 2005 at 9:30
a.m. or such other date as the qualified electors and the City Clerk may mutually
agree.
Owner expressly waives any right which owner may have to have the special
election conducted within the time periods specified in Government Code Section
53326. .
Owner waives any requirement for the mailing of the election ballot.
Owner further waives any right or entitlement which Owner may have to have the
ballot for such election accompanied by arguments for or against the ballot
measure and the impartial analysis as otherwise required by Government Code
Section 53327, and/or the statement required by Elections Code Section 5300 and
following pertaining to the issuance of bonds.
Owner waives any protest, complaint or legal action of any nature whatsoever
pertaining to the procedures to be undertaken for the conduct of such election,
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including but not limited to, the shortening of all time periods pertaining to the
special election, including but not limited to, the time for holding the special
election and the necessity and requirement for any newspaper publication of the
notice of such special election and the lack of arguments and impartial analysis.
[Remainder of this page intentionally left blank.]
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PROPERTY OWNER APPOINTMENT OF AUTHORIZED REPRESENTATIVES
The owner hereby appoints or 3
alternatively, as its authorized representative to vote in the subject special election, and the
owner certifies that the true and exact signature of each alternative representative is set forth
below:
Signature of Representative (Type or Print Name of Representative)
Signature of Representative (Type or Print Name of Representative)
PROPERTY OWNER DESIGNATION OF ADDRESS FOR MAILING OF MATERIALS
The owner requests that all materials related to this annexation be mailed to the following
address:
The owner waives any right or requirement to have such materials mailed to the address shown
on the assessor’s roll of the County of San Diego.
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THIS CONSENT AND WAIVER AND APPOINTMENT OF AUTHORIZED
REPRESENTATIVES was executed this 18th day of
Car Is b ad , California
Claude A. Lewis, Mayor
Type or Print Name of Signor
If the person executing this document is not the owner of the property for which this document is
being submitted but is signing for and on behalf of such owner, please fill in the name of the
owner of the property on the line provided below:
CITY OF CARLSBAD, A MUNICIPAL CORPORATION
(Type or print name of the Owner)
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EXHIBIT A
DESCRIPTION OF PROPERTY
Ownership:
City of Carlsbad, a Municipal Corporation
The Property is identified and described as:
Assessor Parcel Number(s): Acreage:
2 1 5-020-27-00 2.50
Total: 1 Parcel 2.50
A
EXHIBIT “B”
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
COMMUNITY FACILITIES DISTRICT NO. 1
CITY OF CARLSBAD
B
EXHIBIT “B”
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
COMMUNITY FACILITIES DISTRICT NO. 1
CITY OF CARLSBAD
PROPERTY CATEGORIES AND MAXIMUM TAX
All taxable property within the boundaries of the Future Annexation Area shall be
subject to ANNUAL SPECIAL TAXES as applicable based upon the rates as
established for the original Community Facilities District No. 1 and further based upon
the property categories, maximum tax rates, increases and status of the issuance of
building permits, all as hereinafter set forth. Improvement Area I refers to all properties
within the boundaries of the City of Carlsbad Bridge and Thoroughfare District.
Improvement Area It is for all remaining properties within the Community Facilities
District, not within the Bridge and Thoroughfare District.
RESIDENTIAL PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable property prior to the issuance of a building permit shall be subject to the
following maximum annual special taxes, subject to increases as set forth herein:
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEVELOPABLE ACRE FOR FISCAL YEAR 199011991
IMPROVEMENT IMPROVEMENT
PROPERTY CATEGORY AREA I AREA II
Residential Low $ 281.00
Residential Low to Medium 772.00
Residential Medium 1,294.00
Residential Medium to High 1,984.00
Residential High 2,793.00
$ 277.00
760.00
1,217.00
1,868.00
2,739.00
SPECIAL DEVELOPMENT TAX - ONE TIME
Upon the issuance of a building permit, all Residential properties shall be subject to the
following described SPECIAL DEVELOPMENT TAX - ONE TIME, also subject to
increases as set forth herein, as follows:
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MAXIMUM SPECIAL DEVELOPMENT TAX - ONE TIME PER
RESIDENTIAL DWELLING UNIT FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
PROPERTY CATEGORY AREA I AREA II
Residential Low $ 4,452.00
Residential Low to Medium 4,452.00
Residential Medium 2,810.00
Residential Medium to High 2,810.00
Residential High 2,810.00
$ 3,835.00
3,835.00
2,312.00
2,312.00
2,312.00
COMMERCIAL, INDUSTRIAL AND OTHER PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable Commercial and Industrial Property prior to the issuance of a building permit
shall be subject to the following maximum annual special taxes, also subject 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 II
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 permit, shall
have the option to (I) pay the SPECIAL DEVELOPMENT TAX - ONE TIME or (2)
assume the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY for a period of not to
exceed twenty-five (25) years, generally in the amounts per property category as
follows:
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MAXIMUM SPECIAL DEVELOPMENT TAX - ONE TIME FOR FISCAL
YEAR 1990/91 PER SQUARE FOOT OF BUILDING AREA
PROPERTY CATEGORY
COMMERCIAL USE IMPROVEMENT
DES I G N AT1 0 N S AREA I
Restaurant - Fast Food $ 28.46
Outdoor Tennis Courts
Convenience Market
Bank with Drive-thru
Campground
Restaurant - Sit Down
Marina
Bank - Walk In
Auto - Gasoline
Grocery Store
S & L with Drive-thru
Bowling Center
Restaurant - Quality
Neighborhood Shopping Center
Auto Car Wash
S & L - Walk In
Race Track
Library
Community Shopping Center
Hospital - General
Hotel - Conv. Fac/Comm.
Auto - Repair & Sales
Regional Shopping Center
Discount Store
Golf Course
Church
Office - Government
Commercial Shops
Health Club
Motel
Office - High Rise
Office - Commercial, 100,000 SF
LumbedHardware Store
Office - Medical
Hospital - Convalescent
Indoor Sports Arena
28.14
27.31
18.06
17.51
15.17
14.85
12.83
8.1 1
7.78
7.59
6.63
6.57
6.46
6.31
5.51
5.10
4.26
4.24
3.88
3.47
3.41
3.35
3.22
3.06
2.99
2.93
2.90
2.89
2.69
2.67
2.56
2.47
2.42
2.33
2.33
IMPROVEMENT
AREA II
$ 7.58
7.26
6.74
5.72
4.99
4.73
4.41
4.60
2.89
2.56
3.48
2.83
3.09
2.27
2.52
3.03
2.33
2.86
1.80
3.1 8
2.52
1.58
1.61
1.58
2.14
1.94
1.88
1.58
1.85
2.06
I .75
1.58
2.07
2.23
2.23
I .a4
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PROPERTY CATEGORY
COMMERCIAL USE IMPROVEMENT
DES I G N AT1 0 N S AREA I
Resort Hotel
University
Junior College
2.30
2.26
2.1 9
All other Commercial Properties
not identified above 2.14
INDUSTRIAL USE IMPROVEMENT
DESIGNATIONS AREA I
He lip0 rts $ 10.63
I nd ustrial-Commercial
Business Park 2.14
All other Industrial Properties
not identified above 1.74
IMPROVEMENT
AREA II
1.98
1.91
1.90
1.44
IMPROVEMENT
AREA II
$ 3.67
1.51
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OR, IN THE ALTERNATE,
ANNUAL SPECIAL TAX
The “Maximum Annual Special Tax - Developed Property” for any Fiscal Year shall not
exceed 13.81 % of the authorized “Maximum Special Development Tax - One Time” for
the various Commercial and Industrial Property categories as set forth above in the
amount applicable and annually adjusted for each Fiscal Year.
ANNUAL TAX INCREASE
The above SPECIAL TAXES for the taxable properties are applicable for the fiscal year
1990/91, and are all subject to annual increases to reflect increases in construction
costs. The Construction Cost Index of the Enaineerina News-Record, titled “ENR Cost
Indexes in 22 Cities” will be used. The Index published for the month of April for the
City of Los Angeles under the column heading of “Percentage Change from Last Year”
will annually inflate each of the Maximum Annual Taxes for each year for properties as
follows:
A. PROPERTIES WITHIN THE DISTRICT: Not to exceed 50% of the
above-referenced increase.
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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 facilities
funded andlor guaranteed, and the SPECIAL DEVELOPMENT TAX - ONE TIME has
been paid; however, the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY shall not
be levied for a period in excess of twenty-five (25) years per parcel.
Residential:
Once a building permit has been issued for Residential property and the SPECIAL
DEVELOPMENT TAX - ONE TIME has been paid, the property no longer will be
subject to any annual special tax.
Commercial and Industrial:
The Commercial and Industrial properties, upon the issuance of a building permit, have
the option to (1) pay the SPECIAL DEVELOPMENT TAX - ONE TIME or (2) assume
the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY, as set forth above. Upon the
issuance of 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 follows: 65% to
Residential property, 35% to Commercial and Industrial property. The above costs
exclude costs of issuance as needed.
Residential prooerty shall be taxed in an amount sufficient to meet the 65% share of
facilities, which tax will include costs of issuance, interest and other costs, including
sinking fund payments for future construction as applicable.
Commercial and Industrial property shall be taxed in an amount sufficient to meet the
35% share of facilities, which tax will include costs of issuance, interest and other costs,
including sinking fund payments for future construction as applicable.
COLLECTION OF ANNUAL TAX
Residential:
Determine monies necessary to make payment on bond debt service, replenish
reserve, call bonds, pay bonds and Community Facilities District No. 1 administrative
costs, and pay for public capital facilities. FIRST: Reduce this amount by the funds
B-5
collected from Special Development Tax - One Time levied against residential
properties. SECOND: The remaining funds needed are to be collected by the levy of
the annual Special Tax - Undeveloped Property on undeveloped taxable residential
acreage, in the proportional amounts of each property category as required, not to
exceed the maximum authorized tax.
Commercial and Industrial:
Determine monies necessary to make payment on bond debt service, replenish
reserve, call bonds, pay bonds, and Community Facilities District No. 1 administrative
costs, and pay for current or future public capital facilities. FIRST: Reduce this amount
by the funds collected from Special Development Tax - One Time and annual Special
Tax - Developed Property levied against Commercial and industrial properties.
SECOND: Levy the annual Special Tax - Undeveloped Property on undeveloped
taxable Commercial and Industrial acreage in the proportional amounts for each
property category as required, not to exceed the maximum tax.
***
B-6
EXHIBIT 3
RESOLUTION NO. 2005-339
RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, CERTIFYING THE RESULTS OF
AN ELECTION AND ADDING PROPERTY TO
COMMUNITY FACITIES DISTRICT NO. 1
WHEREAS, the CITY COUNCIL of the CITY OF CARLSBAD, CALIFORNIA (the
“City Council”), 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, Title 5 of the Government Code of the State of California, said Article 3.5 thereof.
The existing Community Facilities District being designated as COMMUNITY FACILITIES
DISTRICT NO. 1 (the “District”); and,
WHEREAS, the legislative body has also established a procedure to allow and provide
for future annexations to the District and the territory proposed to be so annexed in the future
was designated as COMMUNITY FACILITIES DISTRICT NO. 1, FUTURE ANNEXATION
AREA; and
WHEREAS, at this time the unanimous consent to the annexation of certain territory to
the District has been received from the property owner or owners of such territory, and such
territory has been designated as ANNEXATION NO. 05/06-02 (the “Annexed Area”); and
WHEREAS, less than twelve (12) registered voters have resided within the territory of
Annexed Area for each of the ninety (90) days preceding November 15, 2005, therefore,
pursuant to the Act the qualified electors of the Annexed Area shall be the “landowners” of such
Annexed Area as such term is defined in Government Code Section 533 17(Q and each such
landowner who is the owner of record as of November 16,2005, or the authorized representative
thereof, shall have one vote for each acre or portion of an acre of land that she or he owns within
such Annexed Area; and
WHEREAS, the time limit specified by the Act for conducting an election to submit the
levy of the special taxes on the property within the Annexed Area to the qualified electors of the
Annexed Area and the requirements for impartial analysis and ballot arguments have been
waived with the unanimous consent of the qualified electors of the Annexed Area; and
WHEREAS, the City Clerk of the City of Carlsbad has caused ballots to be distributed to
the qualified electors of the Annexed Area, has received and canvassed such ballots and made a
report to this City Council regarding the results of such canvas, a copy of which is attached as
Exhibit A hereto and incorporated herein by this reference; and
WHEREAS, at this time the measure voted upon and such measure did receive the
favorable 2/3’s vote of the qualified electors, and this City Council desires to declare the results
of the election; and
WHEREAS, a map showing the Annexed Area and designated as Annexation No. 05/06-
02 (the “Annexation Map”), a copy of which is attached as Exhibit B hereto and incorporated
herein by this reference, has been submitted to this legislative body.
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.
FINDINGS
SECTION 2. That this legislative body does hereby further determine as follows:
A.
given by all of the owners of the Annexed Area and such consent shall be kept on file in the
Office of the City Clerk.
The unanimous consent to the annexation of the Annexed Area to the District has been
B. Less than twelve (1 2) registered voters have resided within the territory of Annexed Area
for each of the ninety (90) days preceding November 15,2005, therefore, pursuant to the Act the
qualified electors of the Annexed Area shall be the “landowners” of such Annexed Area as such
term is defined in Government Code Section 533 17(f).
C.
of special taxes within the Annexed Area upon its annexation to the District.
The qualified electors of the Annexed Area have unanimously voted in favor of the levy
ANNEXED AREA
SECTION 3. The boundaries and parcels of territory within the Annexed Area and on
which special taxes will be levied in order to pay for the costs and expenses of authorized public
facilities are shown on the Annexation Map as submitted to and hereby approved by this
legislative body.
DECLARATION OF ANNEXATION
SECTION 4. This legislative body does hereby determine and declare that the Annexed
Area is now added to and becomes a part of the District. The City Council of the City, acting as
the legislative body of the District, is hereby empowered to levy the authorized special tax within
the Annexed Area.
NOTICE
SECTION 5. Immediately upon adoption of this Resolution, notice shall be given as
follows:
A. A copy of the annexation map as approved shall be filed in the Office of the
County Recorder no later than fifteen (1 5) days after the date of adoption of this Resolution.
B. An Amendment to the Notice of Special Tax Lien (Notice of Annexation) shall be
recorded in the Office of the County Recorder no later than fifteen (1 5) days after the date of
adoption of this Resolution.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council on the
day of November ,20=, by the following vote, to wit:
15th
AYES: Council Members Lewis, Hall, Kulchin, Packard, Sigafoose
NOES: None
ABSENT: None
ATTEST:
EXHIBIT “A”
CERTIFICATE OF ELECTION OFFICIAL
AND STATEMENT OF VOTES CAST
STATE OF CALIFORNIA ) COUNTY OF SAN DIEGO
CITY OF CARLSBAD )
) ss.
The undersigned,. ELECTION OFFICIAL OF THE CITY OF CARLSBAD, COUNTY OF SAN
DIEGO, STATE OF CALIFORNIA, DOES HEREBY CERTIFY that pursuant to the provisions of
Section 53326 of the Government Code and Division 12, commencing with Section 17000 of the
Elections Code of the State of California, I did canvass the returns of the votes cast at the
CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO. I
SPECIAL ELECTION
ANNEXATION NO. 05/06-02
in such City, held November 15,2005.
I FURTHER CERTIFY that this Statement of Votes Cast shows the whole number of votes cast in the
area proposed to be annexed to Community Facilities District No. 1 of such City for or against the
Measure are full, true and correct.
VOTES CAST ON PROPOSITION 1 : YES 4
NO I
WITNESS my hand this /ka, day of >& ,20K.
Cm LE$& U I//
ELECTION OFFICIAL
CITY OF CARLSBAD
EXHIBIT B
/
//
I I I
I I I I I I I I I I I
November 18,2005
SDFA
437 W. Grand Avenue
Escondido, CA 92025
Attn: Barbara Hale-Carter ITEMS TO BE PICKED UP BY SDFA
RE: CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 -
ANNEXATION NO. 05106-2
Per your request, attached are the following documents for the above-referenced
annexation:
0
0
0 Preliminary Title Report
0
0
Executed Consent and Waiver w/ Instructions
Official Ballot (voted) with executed Ballot Envelope
Copy of executed Resolution No. 2005-338
Copy of executed Resolution No. 2005-339
Please do not hesitate to contact me at (760) 434-2917 with any questions.
Assistant City Clerk
Enclosures (7)
C: Lisa Hildabrand, Assistant City Manager
David Barnum, Finance Manager
Debbie Fountain, Housing & Redevelopment Director
1200 Carlsbad Village Drive - Carlsbad, CA 92008-1 989 0 (760) 434-2808 @
8 € u 2 a
OFFICIAL BALLOT
SPECIAL MAIL BALLOT ELECTION
NUMBER OF VOTES ENTITLED TO BE CAST: 3
CITY OF CARLSBAD
COMMUNITY FACILITIES DISTRICT NO. 1
ANNEXATION NO. 05/06-02
November 9,2005
To vote on any measure, fill in the voting square after the word “YES” of after the word “NO”.
If you tear or deface this ballot, call the office of the City Clerk of the City of Carlsbad at 760-
434-2970 or the Finance Director at 760-602-2430 for assistance.
PROPOSITION 1
Shall Community Facilities District No. 1 of the City of Carlsbad be authorized to levy special
taxes within the territory shown on “Annexation Map No. 05/06-02 to Community Facilities
District No. 1, City of Carlsbad, County Of San Diego, State of California” pursuant to the rate
and method of apportionment of special taxes (the “Special Tax Formula”) attached as Exhibit A
hereto to finance authorized public facilities, to pay debt service on bonds issued by such
community facilities district, to fund and replenish a reserve fund, all as provided for in the
Special Tax Formula?
YES
0 NO
1of1
EXHIBIT “A”
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
COMMUNITY FACILITIES DISTRICT NO. 1
CITY OF CARLSBAD
A
EXHIBIT “A”
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
COMMUNITY FACILITIES DISTRICT NO. 1
CITY OF CARLSBAD
PROPERTY CATEGORIES AND MAXIMUM TAX
All taxable property within the boundaries of the Future Annexation Area shall be
subject to ANNUAL SPECIAL TAXES as applicable based upon the rates as
established for the original Community Facilities District No. 1 and further based upon
the property categories, maximum tax rates, increases and status of the issuance of
building permits, all as hereinafter set forth. Improvement Area I refers to all properties
within the boundaries of the City of Carlsbad Bridge and Thoroughfare District.
Improvement Area II is for all remaining properties within the Community Facilities
District, not within the Bridge and Thoroughfare District.
RESIDENTIAL PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable property prior to the issuance of a building permit shall be subject to the
following maximum annual special taxes, subject to increases as set forth herein:
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEVELOPABLE ACRE FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
PROPERTY CATEGORY AREA I AREA II
Residential Low $ 281.00
Residential Low to Medium 772.00
Residential Medium 1,294.00
Residential Medium to High 1,984.00
Residential High 2,793.00
$ 277.00
760.00
1,217.00
1,868.00
2,739.00
SPECIAL DEVELOPMENT TAX - ONE TIME
Upon the issuance of a building permit, all Residential properties shall be subject to the
following described SPECIAL DEVELOPMENT TAX - ONE TIME, also subject to
increases as set forth herein, as follows:
A- 1
MAXIMUM SPECIAL DEVELOPMENT TAX - ONE TIME PER
RESIDENTIAL DWELLING UNIT FOR FISCAL YEAR 1990/1991
IMPROVEMENT IMPROVEMENT
PROPERTY CATEGORY AREA I AREA II
Residential Low $ 4,452.00
Residential Low to Medium 4,452.00
Residential Medium 2,810.00
Residential Medium to High 2,810.00
Residential High 2,810.00
$ 3,835.00
3,835.00
2,312.00
2,312.00
2,312.00
COMMERCIAL, INDUSTRIAL AND OTHER PROPERTY
ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
All taxable Commercial and Industrial Property prior to the issuance of a building permit
shall be subject to the following maximum annual special taxes, also subject to
increases as set forth herein:
MAXIMUM ANNUAL SPECIAL TAX - UNDEVELOPED PROPERTY
PER DEVELOPABLE ACRE FOR FISCAL YEAR I99011991
IMPROVEMENT IMPROVEMENT
AREA I AREA II
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 permit, shall
have the option to (1) pay. the SPECIAL DEVELOPMENT TAX - ONE TIME or (2)
assume the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY for a period of not to
exceed twenty-five (25) years, generally in the amounts per property category as
follows:
A- 2
MAXIMUM SPECIAL DEVELOPMENT TAX - ONE TIME FOR FISCAL
YEAR 1990/91 PER SQUARE FOOT OF BUILDING AREA
PROPERTY CATEGORY
COMMERCIAL USE IMPROVEMENT
DESIGNATIONS AREA I
Restaurant - Fast Food $ 28.46
Outdoor Tennis Courts
Convenience Market
Bank with Drive-thru
Campground
Restaurant - Sit Down
Marina
Bank - Walk In
Auto - Gasoline
Grocery Store
S & L with Drive-thru
Bowling Center
Restaurant - Quality
Neighborhood Shopping Center
Auto Car Wash
S & L -Walk In
Race Track
Library
Community Shopping Center
Hospital - General
Hotel - Conv. Fac/Comm.
Auto - Repair & Sales
Regional Shopping Center
Discount Store
Golf Course
Church
Office - Government
Commercial Shops
Health Club
Motel
Office - High Rise
Office - Commercial, 100,000 SF
Lu m be r/Ha rd wa re Store
Office - Medical
Hospital - Convalescent
Indoor Sports Arena
28.14
27.31
18.06
17.51
15.17
14.85
12.83
8.1 1
7.78
7.59
6.63
6.57
6.46
6.31
5.51
5.10
4.26
4.24
3.88
3.47
3.41
3.35
3.22
3.06
2.99
2.93
2.90
2.89
2.69
2.67
2.56
2.47
2.42
2.33
2.33
1 M PROVE ME NT
AREA II
$ 7.58
7.26
6.74
5.72
4.99
4.73
4.41
4.60
2.89
2.56
3.48
2.83
3.09
2.27
2.52
3.03
2.33
2.86
1.80
3.18
2.52
1.58
1.61
1.58
2.14
I .94
1.88
1.58
1.85
2.06
1.84
I .75
1.58
2.07
2.23
2.23
A- 3
PROPERTY CATEGORY
COMMERCIAL USE
D ES I G N AT IO N S
Resort Hotel
University
Junior College
All other Commercial Properties
not identified above
INDUSTRIAL USE
DESIGNATIONS
He I i po rts I ndustrial-Commercial
Business Park
All other Industrial Properties
not identified above
IMPROVEMENT
AREA I
2.30
2.26
2.1 9
2.14
IMPROVEMENT
AREA I
$ 10.63
2.14
1.74
IMPROVEMENT
AREA II
1.98
1.91
1.90
1.44
IMPROVEMENT
AREA II
$ 3.67
1.51
1.42
OR, IN THE ALTERNATE,
ANNUAL SPECIAL TAX
The ”Maximum Annual Special Tax - Developed Property” for any Fiscal Year shall not
exceed 13.81% of the authorized “Maximum Special Development Tax - One Time” for
the various Commercial and Industrial Property categories as set forth above in the
amount applicable and annually adjusted for each Fiscal Year.
ANNUAL TAX INCREASE
The above SPECIAL TAXES for the taxable properties are applicable for the fiscal year
1990/91, and are all subject to annual increases to reflect increases in construction
costs. The Construction Cost Index of the Enaineerina News-Record, titled “ENR Cost
Indexes in 22 Cities” will be used. The Index published for the month of April for the
City of Los Angeles under the column heading of “Percentage Change from Last Year”
will annually inflate each of the Maximum Annual Taxes for each year for properties as
follows:
A. PROPERTIES WITHIN THE DISTRICT: Not to exceed 50% of the
above-referenced increase.
A- 4
6. 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 facilities
funded and/or guaranteed, and the SPECIAL DEVELOPMENT TAX - ONE TIME has
been paid; however, the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY shall not
be levied for a period in excess of twenty-five (25) years per parcel.
Residential:
Once a building permit has been issued for Residential property and the SPECIAL
DEVELOPMENT TAX - ONE TIME has been paid, the property no longer will be
subject to any annual special tax.
Commercial and Industrial:
The Commercial and Industrial properties, upon the issuance of a building permit, have
the option to (I) pay the SPECIAL DEVELOPMENT TAX - ONE TIME or (2) assume
the ANNUAL SPECIAL TAX - DEVELOPED PROPERTY, as set forth above. Upon the
issuance of 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 follows: 65% to
Residential property, 35% to Commercial and Industrial property. The above costs
exclude costs of issuance as needed.
Residential Droperty shall be taxed in an amount sufficient to meet the 65% share of
facilities, which tax will include costs of issuance, interest and other costs, including
sinking fund payments for future construction as applicable.
Commercial and Industrial property shall be taxed in an amount sufficient to meet the
35% share of facilities, which tax will include costs of issuance, interest and other costs,
including sinking fund payments for future construction as applicable.
COLLECTION OF ANNUAL TAX
Residential:
Determine monies necessary to make payment on bond debt service, replenish
reserve, call bonds, pay bonds and Community Facilities District No. 1 administrative
costs, and pay for public capital facilities. FIRST: Reduce this amount by the funds
A-5
collected from Special Development Tax - One Time levied against residential
properties. SECOND: The remaining funds needed are to be collected by the levy of
the annual Special Tax - Undeveloped Property on undeveloped taxable residential
acreage, in the proportional amounts of each property category as required, not to
exceed the maximum authorized tax.
Commercial and Industrial:
Determine monies necessary to make payment on bond debt service, replenish
reserve, call bonds, pay bonds, and Community Facilities District No. 1 administrative
costs, and pay for current or future public capital facilities. FIRST: Reduce this amount
by the funds collected from Special Development Tax - One Time and annual Special
Tax - Developed Property levied against Commercial and Industrial properties.
SECOND: Levy the annual Special Tax - Undeveloped Property on undeveloped
taxable Commercial and Industrial acreage in the proportional amounts for each
property category as required, not to exceed the maximum tax.
***
A-6