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HomeMy WebLinkAbout2006-07-25; City Council; 18663; Community Facilities District No. 1 Special TaxCITY OF CARLSBAD - AGENDA BILL AB# 18,663 MTG. 7/25/06 DEPT.FIN ESTABLISH 2006-07 SPECIAL TAX FOR COMMUNITY FACILITIES DISTRICT NO. 1 DEPT. HEAD CITY ATTY. CITY MGR. RECOMMENDED ACTION: Adopt Resolution No. 2006-212 establishing the 2006-07 special tax for the Community Facilities District No. 1. ITEM EXPLANATION: In 1982, the State Legislature responded to the need for a high quality method of financing public improvements by approving the Mello-Roos Community Facilities Act of 1982. This Act allows voters to approve a special tax to be levied upon their property to fund the construction or acquisition of facilities or services. In the City of Carlsbad, Community Facilities District No. 1 (CFD No. 1) is not intended to relieve any property owner of the responsibility to provide funding for infrastructure improvements related to development. The City's CFD No. 1 affects no homeowners in Carlsbad because under the City's guidelines, any and all tax obligations on residential units must be paid in full when the building permit is issued. When a building permit is issued for non-residential development, property owners can choose whether to pay the CFD No. 1 tax in full or pay pass-through taxes for twenty-five years. The City of Carlsbad and property owners of specific vacant land in Carlsbad worked together to form CFD No. 1 to provide funding for a variety of infrastructure projects needed to meet growth management requirements. Vacant land and a small percentage of developed non-residential land located in eighteen Local Facilities Management Zones are currently in CFD No. 1, with other property annexing as development plans progress. Following Mello-Roos legislation, Council held a public hearing and an election and formed Community Facilities District No. 1, on May 7, 1991. Through debt financing or available cash balances, CFD No. 1 will fund the following capital projects: Civic Facilities Library Office/Warehouse Facilities City Hall Veteran's Memorial Park I-5 Interchanges Palomar Airport Road La Costa Avenue Poinsettia Lane Road Segments La Costa Avenue Olivenhain Road Cannon Road Faraday Avenue FOR CITY CLERKS USE ONLY. COUNCIL ACTION:APPROVED DENIED D CONTINUED D WITHDRAWN D AMENDED D CONTINUED TO DATE SPECIFIC D CONTINUED TO DATE UNKNOWN D RETURNED TO STAFF O OTHER - SEE MINUTES d Page 2 In June 1991, Council adopted an ordinance putting in place the tax formula for the district establishing the maximum tax rates that may be levied in CFD No. 1. The maximum tax rate for property within the CFD is adjusted each year by one-half of the annual change in the Los Angeles inflationary factor in the "Engineering News Record" (ENR) Cost Indexes in 22 Cities. The maximum tax rate for property not yet included within CFD No. 1 is adjusted by the full ENR percentage change until the fiscal year of annexation. Although the ordinance established a ceiling for future tax rates, it did not create the individual tax levy that will be placed on each parcel. Each year the City establishes the levy as the funding needs for the next fiscal year are known. The recommendation for the 2006-07 tax levy is presented in the Resolution as Attachment A and shows the tax rate schedule for property included within CFD No. 1 at formation, as well as for property annexed thereafter. The maximum tax rates reflect an increase of one-half of the ENR inflator (3.15%) as described above. For property planned for future residential development, staff is recommending that the City again levy no tax on vacant property. The recommended change impacts the one-time tax levied at the time when the residential building permits are issued to the developer. The one-time tax levied at the time of building permit issuance for residential property is recommended to increase from 30% to 50% of the maximum allowed tax for Fiscal Year 2006-07. This recommendation to raise residential rates is due to the uncertainty in the scope of the future projects, cost of construction and potential land acquisition costs. In addition, it is likely that the projected rates for future years may also be recommended to increase depending on additional changes in scope, costs and timing of projects included within CFD No. 1. Under this recommendation examples of the one-time residential rates in improvement area No. 1 for density up to 4.0 dwelling units per acre are estimated to be: At 30% = $1,606 to $1,925 per dwelling unit At 50% = $2,676 to $3,208 per dwelling unit (Depending on annexation date) The table below summarizes the recommendation and distinguishes the percentage of special tax to be levied under each property type. Vacant land tax One-Time Tax Developed annual tax Residential Property Current 2005-06 None 30% of max NA Proposed 2006-07 None 50% of max NA Commercial/ Industrial Property Current 2005-06 None 30% of max 7.5% Proposed 2006-07 None 30% of max 7.5% Page 3 It is interesting to note that when CFD No. 1 was formed in 1991 the actual tax rate for residential, commercial and industrial was at 100% of the maximum tax rate. Beginning in Fiscal Year 1998-99 the City began to lower the residential rates until achieving the current rate of 30% of the maximum in FY 2005-06. For the non-residential the City began to lower the rate from the 100% of the maximum in FY 2000-01 until achieving the current rate of 30% of the maximum in FY 2005-06. The tax on vacant property planned for future commercial or industrial development is proposed to remain at zero. The one-time tax levied at the time of building permit issuance on non-residential property is proposed to remain at 30% of the maximum tax per square foot of building area. Certain non-residential property owners elected not to pay off their CFD obligation at the time building permits were issued. Instead, they chose to assume an annual special tax for developed property for twenty-five years. According to the CFD documents, the annual special tax on developed property shall not exceed 13.81% of the authorized one- time payoff tax for commercial and industrial property. This percentage rate was determined based on the average cost of bond financing (11 %) plus financing costs. The proposed 2006-07 tax rate for developed property is 7.50% of each property's one-time payoff tax. This rate remains unchanged from the previous fiscal year. The tax rates proposed for CFD No. 1 are based on the cash flow requirements needed to fund the remaining projects considering the most recent growth projections for the City and the project schedules as shown in the Capital Improvement Program. The tax rates are adjusted annually and are expected to fluctuate over time as projects are completed. FISCAL IMPACT: The levying of taxes on parcels within CFD No. 1 has created the necessary cash flow to finance the construction of the I-5 Interchanges, the Carlsbad library on Dove Street, La Costa Boulevard, Faraday Avenue, as well as other road projects. Future projects to be funded by the CFD include the new Public Works Center, Veteran's Memorial Park and eventually a City Hall complex. Setting the CFD tax at the recommended rates will result in a tax levy on vacant property of zero for the 2006-07 fiscal year consistent with the prior year. The revenue generated from the one-time tax levied at building permit issuance will be determined by the amount of development activity that occurs. The revenue generated from a one-time special tax for residential property, based on growth projections, is estimated to be $861,000 if the rate is raised to 50% of the maximum rate. If the residential rate remains at the 30% of the maximum rate the revenue generated from a one-time special tax is estimated to be $517,000 for the 2006-07 fiscal year. The revenue generated from a one-time special tax for commercial or industrial property, based on growth projections, is estimated to be $618,000 for the 2006-07 fiscal year. An additional $837,000 is anticipated to be collected from the non-residential developed special tax . Page 4 Recommendations to raise rates may be made in the future due to the uncertainty of the scope, construction and land acquisition costs, as well as the timing of projects. EXHIBITS: 1. Resolution Nogooeo-^ establishing the 2006-07 Special Taxes for Community Facilities District No. 1 Attachment A - CFD No. 1 Tax Rates for FY 2006-07 DEPARTMENT CONTACT: Lisa Irvine, 760-602-2430; email: lisa.irvine@ci.carlsbad.ca.us Exhibit 1 1 RESOLUTION NO. 2006-212 2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, ESTABLISHING THE 2006-07 3 SPECIAL TAXES FOR COMMUNITY FACILITIES 4 DISTRICT NO. 1 5 WHEREAS, the CITY COUNCIL of the CITY OF CARLSBAD, CALIFORNIA, 6 (hereinafter referred to as the "legislative body"), has initiated proceedings, held a public 7 hearing, conducted an election and received a favorable vote from the qualified electors o 9 relating to the levy of a special tax in a community facilities district, all as authorized 10 pursuant to the terms and provisions of the "Mello-Roos Community Facilities Act of 11 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the Government Code of the 12 State of California. This Community Facilities District shall hereinafter be referred to as 13 COMMUNITY FACILITIES DISTRICT NO. 1 (hereinafter referred to as the "District"); 14 and, 15 WHEREAS, this legislative body, by Ordinance as authorized by Section 53340 16 of the Government Code of the State of California, has authorized the levy of a special 17 tax to pay for costs and expenses related to said Community Facilities District, and this 18 legislative body is desirous to establish the specific rate of the special tax to be 20 collected for the next fiscal year 2006-07. 21 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of 22 Carlsbad, California, as follows: 23 1. That the above recitations are true and correct. 24 2. That the specific rate and amount of the special tax to be collected for fiscal 25 year 2006-07 to pay for the costs and expenses for the referenced District is 26 27 28 Exhibit 1 1 hereby determined and established as set forth in the attached, referenced 2 and incorporated as Attachment A. 3. That the rate as set forth above does not exceed the amount as previously 4 authorized by Ordinance of this legislative body, and is not in excess of that 5 as previously approved by the qualified electors of the District. 6 4. That the proceeds of the special tax shall be used to pay, in whole or in part, the costs of the following, in the following order of priority:8 9 A. Payment of principal and interest on any outstanding authorized bonded 10 indebtedness; 11 B. Necessary replenishment of bond reserve funds or other reserve funds; 12 C. Payment of costs and expenses of authorized public facilities and public 13 services; 14 D. Repayment of advances and loans, if appropriate. The proceeds of the 15 special taxes shall be used as set forth above, and shall not be used for 16 any other purpose. 17 5. The annual special tax shall be collected in the same manner as ordinary ad 18 valorem property taxes are collected, and shall be subject to the same 20 penalties and same procedure and sale in cases of any delinquency for ad 21 valorem taxes, and the Tax Collector is hereby authorized to deduct 22 reasonable administrative costs incurred in collecting any said special tax. 23 6. All monies above collected shall be paid into the Community Facilities District funds, including any bond fund and reserve fund. 25 7. The Finance Director is hereby directed to calculate the installment of the 26 annual special tax for each parcel within the District and provide a list of those 27 28 Exhibit 1 1 special taxes to the Auditor of the County. The Auditor of the County is 2 hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected in a space 4 marked "public improvements, special tax" or by any other suitable 5 designation, the installment of the special tax. 6 8. The County Auditor shall then, at the close of the tax collection period, 7 promptly render to this Agency a detailed report showing the amount and/or8 amounts of such special tax installments, interest, penalties and percentages so collected and from what property collected, and also provide a statement 11 of any percentages retained for the expense of making any such collection. 12 /// 13 /// 14 /// 15 /// 16 " 17 18 ,9 "' 20 21 /// 22 /// 23 /// 24 /// 25 /// 26 27 28 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 25th day of July, 2006, by the following vote: AYES: Council Members Lewis, Hall, Kulchin, Packard, Sigafoose NOES: None ABSENT: None JLAUDFA LEWIS, Mayor ATTEST: ^\jy I OJAAjLvT^ \\LyjJ\LXlr ) ,} k^Jet LORRAINE M. 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O o:ou. coI LLI O Attachment A- CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2006-07 SPECIAL DEVELOPMENT TAX ONE-TIME EXHIBIT A Page3 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA 1: MAY 7, 1991 FY 1993-94 FY 1994-95 FY 1995-96 FY 1996-97 RESIDENTIAL (PER DWELLING UNIT) (50% of the Maximum Tax) 0-1.5DU/ACRE 1.51- 4.0 DU/ACRE 4.1-8.0DU/ACRE 8.1 -15.0 DU/ACRE 15.1 -23.0 DU/ACRE NON-RESIDENTIAL (PER SQ.FT.) (30% of the Maximum Tax) AUTO - GASOLINE AUTO - REPAIR & SALES AUTO CAR WASH BANK - WALK IN BANK - WITH DRIVE THRU BOWLING ALLEY CAMPGROUND CHURCH COMMERCIAL SHOPS COMMUNITY SHOPPING CENTER CONVENIENCE MARKET DISCOUNT STORE GOLF COURSE GROCERY STORE HEALTH CLUB HELIPORTS HOSPITAL - CONVALESCENT HOSPITAL - GENERAL HOTEL - CONV. FAC/COMM. INDOOR SPORTS ARENA INDUSTRIAL - COMMERCIAL BUSINESS PARK JUNIOR COLLEGE LIBRARY LUMBER/HARDWARE STORE MARINA MOTEL NEIGHBORHOOD SHOPPING CENTER OFFICE - COMMERCIAL (< 100,000 SF) OFFICE - GOVERNMENT OFFICE - HIGH RISE OFFICE - MEDICAL OUTDOOR TENNIS COURT RACE TRACK REGIONAL SHOPPING CENTER RESORT HOTEL RESTAURANT - FAST FOOD RESTAURANT - QUALITY RESTAURANT - SIT DOWN S & L - WALK IN S & L - WITH DRIVE THRU UNIVERSITY ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE $2,676.49 2,676.49 1,689.34 1,689.34 1,689.34 $2.93 1.23 2.28 4.63 6.51 2.39 6.32 1.08 1.05 1.53 9.85 1.16 1.10 2.81 1.04 3.83 0.84 1.40 1.25 0.84 0.77 0.79 1.54 0.89 5.36 0.97 2.33 0.92 1.06 0.96 0.87 10.15 1.84 1.21 0.83 10.27 2.37 5.47 1.99 2.74 0.82 0.77 0.63 $2,772.23 2,772.23 1 ,749.77 1,749.77 1,749.77 $3.03 1.27 2.36 4.79 6.75 2.48 6.54 1.12 1.08 1.58 10.20 1.20 1.14 2.91 1.08 3.97 0.87 1.45 1.30 0.87 0.80 0.82 1.59 0.92 5.55 1.01 2.41 0.96 1.09 1.00 0.90 10.51 1.91 1.25 0.86 10.63 2.45 5.67 2.06 2.84 0.84 0.80 0.65 $2,802.39 2,802.39 1,768.81 1,768.81 1,768.81 $3.06 1.29 2.38 4.85 6.82 2.50 6.61 1.13 1.10 1.60 10.31 1.22 1.16 2.94 1.09 4.01 0.88 1.47 1.31 0.88 0.81 0.83 1.61 0.93 5.61 1.02 2.44 0.97 1.11 1.01 0.91 10.63 1.93 1.27 0.87 10.75 2.48 5.73 2.08 2.87 0.85 0.81 0.66 $2,802.39 2,802.39 1,768.81 1,768.81 1,768.81 $3.06 1.29 2.38 4.85 6.82 2.50 6.61 1.13 1.10 1.60 10.31 1.22 1.16 2.94 1.09 4.01 0.88 1.47 1.31 0.88 0.81 0.83 1.61 0.93 5.61 1.02 2.44 0.97 1.11 1.01 0.91 10.63 1.93 1.27 0.87 10.75 2.48 5.73 2.08 2.87 0.85 0.81 0.66 $2,805.19 2,805.19 1,770.57 1,770.57 1,770.57 $3.07 1.29 2.39 4.85 6.83 2.51 6.62 1.13 1.10 1.60 10.32 1.22 1.16 2.94 1.09 4.02 0.88 1.47 1.31 0.88 0.81 0.83 1.61 0.93 5.61 1.02 2.44 0.97 1.11 1.01 0.91 10.64 1.93 1.27 0.87 10.76 2.48 5.74 2.08 2.87 0.85 0.81 0.66 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 3.5%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES. II Attachment A- CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2006-07 SPECIAL DEVELOPMENT TAX ONE-TIME EXHIBIT A Page 4 PROPERTY TYPE TAX RATE IMPROVEMENT AREA 1: RESIDENTIAL (PER DWELLING UNIT) (50% of the Maximum Tax) 0-1.5DU/ACRE 1.51 -4.0DU/ACRE 4.1-8.0DU/ACRE 8.1-1 5.0 DU/ACRE 15.1 -23.0 DU/ACRE NON-RESIDENTIAL (PER SQ.FT.) (30% of the Maximum Tax) AUTO - GASOLINE AUTO - REPAIR & SALES AUTO CAR WASH BANK -WALK IN BANK - WITH DRIVE THRU BOWLING ALLEY CAMPGROUND CHURCH COMMERCIAL SHOPS COMMUNITY SHOPPING CENTER CONVENIENCE MARKET DISCOUNT STORE GOLF COURSE GROCERY STORE HEALTH CLUB HELIPORTS HOSPITAL - CONVALESCENT HOSPITAL - GENERAL HOTEL - CONV. FAC/COMM. INDOOR SPORTS ARENA INDUSTRIAL - COMMERCIAL BUSINESS PARK JUNIOR COLLEGE LIBRARY LUMBER/HARDWARE STORE MARINA MOTEL NEIGHBORHOOD SHOPPING CENTER OFFICE - COMMERCIAL (< 100,000 SF) OFFICE - GOVERNMENT OFFICE - HIGH RISE OFFICE - MEDICAL OUTDOOR TENNIS COURT RACE TRACK REGIONAL SHOPPING CENTER RESORT HOTEL RESTAURANT - FAST FOOD RESTAURANT - QUALITY RESTAURANT - SIT DOWN S&L-WALKIN S & L - WITH DRIVE THRU UNIVERSITY ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE FY 1997-98 $2,821.92 2,821.92 1,781.13 1,781.13 1,781.13 $3.08 1.30 2.40 4.88 6.87 2.52 6.66 1.14 1.10 1.61 10.39 1.22 1.16 2.96 1.10 4.04 0.89 1.48 1.32 0.89 0.81 0.83 1.62 0.94 5.65 1.02 2.46 0.97 • 1.11 1.02 0.92 10.70 1.94 1.27 0.87 10.82 2.50 5.77 2.10 2.89 0.86 0.81 0.66 FORMATIO FY 1998-99 $2,838.75 2,838.75 1,791.76 1,791.76 1,791.76 $3.10 1.30 2.41 4.91 6.91 2.54 6.70 1.14 1.11 1.62 10.45 1.23 1.17 2.98 1.11 4.07 0.89 1.48 1.33 0.89 0.82 0.84 1.63 0.94 5.68 1.03 2.47 0.98 1.12 1.02 0.93 10.77 1.95 1.28 0.88 10.89 2.51 5.80 2.11 2.90 0.86 0.82 0.67 N OR ANNEXA FY 1999-00 $2,871.03 2,871.03 1,812.13 1,812.13 1,812.13 $3.14 1.32 2.44 4.96 6.99 2.57 6.78 .16 .12 .64 10.57 .25 .18 3.01 1.12 4.11 0.90 1.50 1.34 0.90 0.83 0.85 1.65 0.96 5.75 1.04 2.50 0.99 1.13 1.03 0.94 10.89 1.97 1.30 0.89 11.01 2.54 5.87 2.13 2.94 0.87 0.83 0.67 TION DATE FY 2000-01 $2,917.63 2,917.63 1,841.54 1,841.54 1,841.54 $3.19 1.34 2.48 5.04 7.10 2.61 6.89 1.18 1.14 1.67 10.74 1.27 1.20 3.06 1.14 4.18 0.92 1.53 1.36 0.92 0.84 0.86 1.68 0.97 5.84 1.06 2.54 1.01 1.15 1.05 0.95 11.06 2.01 1.32 0.90 11.19 2.58 5.97 2.17 2.98 0.89 0.84 0.68 FY 200 1-02 $2,960.75 2,960.75 1,868.76 1,868.76 1,868.76 $3.24 1.36 2.52 5.12 7.21 2.65 6.99 1.19 1.16 1.69 10.90 1.28 1.22 3.10 1.15 4.24 0.93 1.55 1.38 0.93 0.85 0.87 1.70 0.99 5.93 1.07 2.58 1.02 1.17 1.07 0.97 11.23 2.04 1.34 0.92 11.36 2.62 6.05 2.20 3.03 0.90 0.85 0.69 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 3.5%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES. Attachment A- CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2006-07 SPECIAL DEVELOPMENT TAX ONE-TIME EXHIBIT A PageS PROPERTY TYPE TAX RA TE IMPROVEMENT AREA 1: RESIDENTIAL (PER DWELLING UNIT) (50% of the Maximum Tax) 0-1.5DU/ACRE 1.51 -4.0DU/ACRE 4.1 -8.0DU/ACRE 8.1- 15.0 DU/ACRE 15.1- 23.0 DU/ACRE NON-RESIDENTIAL (PER SQ.FT.) (30% of the Maximum Tax) AUTO - GASOLINE AUTO - REPAIR & SALES AUTO CAR WASH BANK - WALK IN BANK - WITH DRIVE THRU BOWLING ALLEY CAMPGROUND CHURCH COMMERCIAL SHOPS COMMUNITY SHOPPING CENTER CONVENIENCE MARKET DISCOUNT STORE GOLF COURSE GROCERY STORE HEALTH CLUB HELIPORTS HOSPITAL - CONVALESCENT HOSPITAL - GENERAL HOTEL - CONV. FAC/COMM. INDOOR SPORTS ARENA INDUSTRIAL - COMMERCIAL BUSINESS PARK JUNIOR COLLEGE LIBRARY LUMBER/HARDWARE STORE MARINA MOTEL NEIGHBORHOOD SHOPPING CENTER OFFICE - COMMERCIAL (< 100,000 SF) OFFICE - GOVERNMENT OFFICE - HIGH RISE OFFICE - MEDICAL OUTDOOR TENNIS COURT RACE TRACK REGIONAL SHOPPING CENTER RESORT HOTEL RESTAURANT - FAST FOOD RESTAURANT - QUALITY RESTAURANT - SIT DOWN S&L-WALKIN S & L - WITH DRIVE THRU UNIVERSITY ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE FY 2002-03 $2,990.06 2,990.06 1,887.26 1,887.26 1,887.26 $3.27 1.37 2.54 5.17 7.28 2.67 7.06 1.20 1.17 1.71 11.01 1.30 1.23 3.14 1.16 4.28 0.94 1.56 1.40 0.94 0.86 0.88 1.72 1.00 5.98 1.08 2.60 1.03 1.18 1.08 0.98 11.34 2.06 1.35 0.93 11.47 2.65 6.11 2.22 3.06 0.91 0.86 0.70 FORMATIO FY 2003-04 $3,016.73 3,016.73 1,904.09 1,904.09 1,904.09 $3.30 1.39 2.57 5.22 7.34 2.70 7.12 .22 .18 .72 1 .10 .31 .24 3.16 1.17 4.32 0.95 1.58 1.41 0.95 0.87 0.89 1.73 1.00 6.04 1.09 2.63 1.04 1.19 1.09 0.98 11.44 2.07 1.36 0.94 11.57 2.67 6.17 2.24 3.09 0.92 0.87 0.71 N OR ANNEXA FY 2004-05 $3,059.85 3,059.85 1,931.31 1,931.31 1,931.31 $3.34 1.41 2.60 5.29 7.45 2.73 7.22 1.23 1.20 1.75 11.26 1.33 1.26 3.21 1.19 4.38 0.96 1.60 1.43 0.96 0.88 0.90 1.76 1.02 6.12 1.11 2.66 1.06 1.21 1.10 1.00 11.60 2.10 1.38 0.95 11.74 2.71 6.26 2.27 3.13 0.93 0.88 0.72 TION DATE FY 2005-06 $3,153.29 3,153.29 1,990.29 1,990.29 1,990.29 $3.45 1.45 2.68 5.45 7.67 2.82 7.44 1.27 1.23 1.80 11.61 1.37 1.30 3.31 1.23 4.52 0.99 1.65 1.47 0.99 0.91 0.93 1.81 1.05 6.31 1.14 2.75 1.09 1.25 1.13 1.03 11.96 2.17 1.42 0.98 12.09 2.79 6.45 2.34 3.23 0.96 0.91 0.74 FY 2006-07 $3,207.53 3,207.53 2,024.52 2,024.52 2,024.52 $3.51 1.47 2.73 5.55 7.81 2.87 7.57 1.29 1.25 1.83 11.81 1.39 1.32 3.36 1.25 4.60 1.01 1.68 1.50 1.01 0.93 0.95 1.84 1.07 6.42 1.16 2.79 1.11 1.27 1.15 1.05 12.16 2.20 1.45 0.99 12.30 2.84 6.56 2.38 3.28 0.98 0.93 0.75 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 3.5%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES. B Attachment A- CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2006-07 SPECIAL DEVELOPMENT TAX ONE-TIME EXHIBIT A Page 6 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA 11: MAY 7, 1991 FY 1993-94 FY 1994-95 FY 1995-96 FY 1996-97 RESIDENTIAL (PER DWELLING UNIT) (50% of the Maximum Tax) 0-1.5DU/ACRE 1.51 -4.0DU/ACRE 4.1-8.0DU/ACRE 8.1 - 15.0 DU/ACRE 15.1 -23.0 DU/ACRE NON-RESIDENTIAL (PER SQ.FT.) (30% of the Maximum Tax) AUTO - GASOLINE AUTO - REPAIR & SALES AUTO CAR WASH BANK -WALK IN BANK - WITH DRIVE THRU BOWLING ALLEY CAMPGROUND CHURCH COMMERCIAL SHOPS COMMUNITY SHOPPING CENTER CONVENIENCE MARKET DISCOUNT STORE GOLF COURSE GROCERY STORE HEALTH CLUB HELIPORTS HOSPITAL - CONVALESCENT HOSPITAL - GENERAL HOTEL - CONV. FAC/COMM. INDOOR SPORTS ARENA INDUSTRIAL - COMMERCIAL BUSINESS PARK JUNIOR COLLEGE LIBRARY LUMBER/HARDWARE STORE MARINA MOTEL NEIGHBORHOOD SHOPPING CENTER OFFICE - COMMERCIAL (< 100,000 SF) OFFICE - GOVERNMENT OFFICE - HIGH RISE OFFICE - MEDICAL OUTDOOR TENNIS COURT RACE TRACK REGIONAL SHOPPING CENTER RESORT HOTEL RESTAURANT - FAST FOOD RESTAURANT - QUALITY RESTAURANT - SIT DOWN S & L - WALK IN S & L - WITH DRIVE THRU UNIVERSITY ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE $2,305.55 2,305.55 1,389.94 1,389.94 1,389.94 $1.04 0.57 0.91 1.66 2.06 1.02 1.80 0.70 0.57 0.65 2.43 0.57 0.77 0.92 0.67 1.32 0.80 1.15 0.91 0.80 0.54 0.69 1.03 0.57 1.59 0.74 0.82 0.63 0.68 0.66 0.75 2.62 0.84 0.58 0.71 2.73 1.11 1.71 1.09 1.26 0.69 0.52 0.51 $2,388.03 2,388.03 1,439.67 1,439.67 1,439.67 $1.08 0.59 0.94 1.72 2.14 1.06 1.86 0.72 0.59 0.67 2.52 0.59 0.80 0.96 0.69 1.37 0.83 1.19 0.94 0.83 0.56 0.71 1.07 0.59 1.65 0.77 0.85 0.65 0.70 0.69 0.77 2.71 0.87 0.60 0.74 2.83 1.15 1.77 1.13 1.30 0.71 0.54 0.53 $2,414.01 2,414.01 1,455.33 1,455.33 1,455.33 $1.09 0.60 0.95 1.74 2.16 1.07 1.88 0.73 0.60 0.68 2.55 0.60 0.81 0.97 0.70 1.39 0.84 1.20 0.95 0.84 0.57 0.72 1.08 0.60 1.67 0.78 0.86 0.66 0.71 0.69 0.78 2.74 0.88 0.61 0.75 2.86 1.17 1.79 1.14 1.31 0.72 0.54 0.54 $2,414.01 2,414.01 1,455.33 1,455.33 1,455.33 $1.09 0.60 0.95 1.74 2.16 1.07 1.88 0.73 0.60 0.68 2.55 0.60 0.81 0.97 0.70 1.39 0.84 1.20 0.95 0.84 0.57 0.72 1.08 0.60 1.67 0.78 0.86 0.66 0.71 0.69 0.78 2.74 0.88 0.61 0.75 2.86 1.17 1.79 1.14 1.31 0.72 0.54 0.54 $2,416.42 2,416.42 1,456.78 1,456.78 1,456.78 $1.09 0.60 0.95 1.74 2.16 1.07 1.89 0.73 0.60 0.68 2.55 0.60 0.81 0.97 0.70 1.39 0.84 1.20 0.95 0.84 0.57 0.72 1.08 0.60 1.67 0.78 0.86 0.66 0.71 0.70 0.78 2.74 0.88 0.61 0.75 2.87 1.17 1.79 1.15 1.32 0.72 0.54 0.54 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 3.5%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES. Attachment A- CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2006-07 SPECIAL DEVELOPMENT TAX ONE-TIME EXHIBIT A Page 7 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA II: FY 1997-98 FY 1998-99 FY 1999-00 FY 2000-01 FY 2001-02 RESIDENTIAL (PER DWELLING UNIT) (50% of the Maximum Tax) 0-1.5DU/ACRE 1.51- 4.0 DU/ACRE 4.1-8.0DU/ACRE 8.1 - 15.0 DU/ACRE 15. 1-23.0 DU/ACRE NON-RESIDENTIAL (PER SQ.FT.) (30% of the Maximum Tax) AUTO - GASOLINE AUTO - REPAIR & SALES AUTO CAR WASH BANK -WALK IN BANK - WITH DRIVE THRU BOWLING ALLEY CAMPGROUND CHURCH COMMERCIAL SHOPS COMMUNITY SHOPPING CENTER CONVENIENCE MARKET DISCOUNT STORE GOLF COURSE GROCERY STORE HEALTH CLUB HELIPORTS HOSPITAL - CONVALESCENT HOSPITAL - GENERAL HOTEL - CONV. FAC/COMM. INDOOR SPORTS ARENA INDUSTRIAL - COMMERCIAL BUSINESS PARK JUNIOR COLLEGE LIBRARY LUMBER/HARDWARE STORE MARINA MOTEL NEIGHBORHOOD SHOPPING CENTER OFFICE - COMMERCIAL (< 100,000 SF) OFFICE - GOVERNMENT OFFICE -HIGH RISE OFFICE - MEDICAL OUTDOOR TENNIS COURT RACE TRACK REGIONAL SHOPPING CENTER RESORT HOTEL RESTAURANT - FAST FOOD RESTAURANT - QUALITY RESTAURANT - SIT DOWN S & L - WALK IN S & L - WITH DRIVE THRU UNIVERSITY ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE $2,430.83 2,430.83 1,465.47 1,465.47 1,465.47 $1.10 0.60 0.96 1.75 2.18 1.08 1.90 0.74 0.60 0.68 2.56 0.60 0.81 0.97 0.70 1.40 0.85 1.21 0.96 0.85 0.57 0.72 1.09 0.60 1.68 0.78 0.86 0.67 0.71 0.70 0.79 2.76 0.89 0.61 0.75 2.88 1.18 1.80 1.15 1.32 0.73 0.55 0.54 $2,445.33 2,445.33 1,474.21 1,474.21 1,474.21 $1.11 0.60 0.96 1.76 2.19 1.08 1.91 0.74 0.60 0.69 2.58 0.60 0.82 0.98 0.71 1.40 0.85 1.22 0.96 0.85 0.58 0.73 1.09 0.60 1.69 0.79 0.87 0.67 0.72 0.70 0.79 2.78 0.89 0.62 0.76 2.90 1.18 1.81 1.16 1.33 0.73 0.55 0.54 $2,473.13 2,473.13 1,490.97 1 ,490.97 1 ,490.97 $1.12 0.61 0.98 1.78 2.21 1.10 1.93 0.75 0.61 0.70 2.61 0.61 0.83 0.99 0.72 1.42 0.86 1.23 0.98 0.86 0.58 0.74 1.11 0.61 1.71 0.80 0.88 0.68 0.73 0.71 0.80 2.81 0.90 0.62 0.77 2.93 1.20 1.83 1.17 1.35 0.74 0.56 0.55 $2,513.28 2,513.28 1,515.18 1,515.18 1,515.18 $1.14 0.62 0.99 1.81 2.25 1.11 1.96 0.76 0.62 0.71 2.65 0.62 0.84 1.01 0.73 1.44 0.88 1.25 0.99 0.88 0.59 0.75 1.12 0.62 1.73 0.81 0.89 0.69 0.74 0.72 0.81 2.85 0.92 0.63 0.78 2.98 1.22 1.86 1.19 1.37 0.75 0.57 0.56 $2,550.42 2,550.42 1,537.57 1,537.57 1,537.57 $1.15 0.63 1.01 1.84 2.28 1.13 1.99 0.77 0.63 0.72 2.69 0.63 0.85 1.02 0.74 1.46 0.89 1.27 1.01 0.89 0.60 0.76 1.14 0.63 1.76 0.82 0.91 0.70 0.75 0.73 0.83 2.90 0.93 0.64 0.79 3.02 1.23 1.89 1.21 1.39 0.76 0.57 0.57 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 3.5%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES. Attachment A- CITY OF CARLSBAD COMMUNITY FACILITIES DISTRICT NO. 1 TAX RATES FOR FISCAL YEAR 2006-07 SPECIAL DEVELOPMENT TAX ONE-TIME EXHIBIT A Page 8 PROPERTY TYPE FORMATION OR ANNEXATION DATE TAX RATE IMPROVEMENT AREA II: FY 2002-03 FY 2003-04 FY 2004-05 FY 2005-06 RESIDENTIAL (PER DWELLING UNIT) (50% of the Maximum Tax) 0-1.5DU/ACRE 1.51 -4.0DU/ACRE 4.1-8.0DU/ACRE 8.1 - 15.0 DU/ACRE 15.1 -23.0 DU/ACRE NON-RESIDENTIAL (PER SQ.FT.) (30% of the Maximum Tax) AUTO - GASOLINE AUTO - REPAIR & SALES AUTO CAR WASH BANK - WALK IN BANK - WITH DRIVE THRU BOWLING ALLEY CAMPGROUND CHURCH COMMERCIAL SHOPS COMMUNITY SHOPPING CENTER CONVENIENCE MARKET DISCOUNT STORE GOLF COURSE GROCERY STORE HEALTH CLUB HELIPORTS HOSPITAL - CONVALESCENT HOSPITAL - GENERAL HOTEL - CONV. FAC/COMM. INDOOR SPORTS ARENA INDUSTRIAL - COMMERCIAL BUSINESS PARK JUNIOR COLLEGE LIBRARY LUMBER/HARDWARE STORE MARINA MOTEL NEIGHBORHOOD SHOPPING CENTER OFFICE - COMMERCIAL (< 100,000 SF) OFFICE - GOVERNMENT OFFICE - HIGH RISE OFFICE - MEDICAL OUTDOOR TENNIS COURT RACE TRACK REGIONAL SHOPPING CENTER RESORT HOTEL RESTAURANT - FAST FOOD RESTAURANT - QUALITY RESTAURANT - SIT DOWN S & L - WALK IN S & L - WITH DRIVE THRU UNIVERSITY ALL OTHER COMMERCIAL USES NOT IDENTIFIED ABOVE ALL OTHER INDUSTRIAL USES NOT IDENTIFIED ABOVE $2,575.67 2,575.67 1,552.79 1,552.79 1,552.79 $1.16 0.64 1.02 1.85 2.31 1.14 2.01 0.78 0.64 0.73 2.72 0.64 0.86 1.03 0.75 1.48 0.90 1.28 1.02 0.90 0.61 0.77 1.15 0.64 1.78 0.83 0.91 0.71 0.76 0.74 0.83 2.93 0.94 0.65 0.80 3.05 1.25 1.91 1.22 1.40 0.77 0.58 0.57 $2,598.65 2,598.65 1,566.64 1,566.64 1,566.64 $1.17 0.64 1.02 1.87 2.33 1.15 2.03 0.79 0.64 0.73 2.74 0.64 0.87 1.04 0.75 1.49 0.91 1.29 1.02 0.91 0.61 0.77 1.16 0.64 1.79 0.84 0.92 0.71 0.76 0.75 0.84 2.95 0.95 0.65 0.81 3.08 1.26 1.92 1.23 1.41 0.78 0.59 0.58 $2,635.79 2,635.79 1,589.03 1 ,589.03 1,589.03 $1.19 0.65 1.04 1.90 2.36 1.17 2.06 0.80 0.65 0.74 2.78 0.65 0.88 1.06 0.76 1.51 0.92 1.31 1.04 0.92 0.62 0.78 1.18 0.65 1.82 0.85 0.94 0.72 0.78 0.76 0.85 2.99 0.96 0.66 0.82 3.13 1.27 1.95 1.25 1.44 0.79 0.59 0.59 $2,716.28 2,716.28 1,637.56 1,637.56 1,637.56 $1.23 0.67 1.07 1.95 2.43 1.20 2.12 0.82 0.67 0.76 2.86 0.67 0.91 1.09 0.79 1.56 0.95 1.35 1.07 0.95 0.64 0.81 1.22 0.67 1.87 0.88 0.96 0.74 0.80 0.78 0.88 3.09 0.99 0.68 0.84 3.22 1.31 2.01 1.29 1.48 0.81 0.61 0.60 FY 2006-07 $2,763.00 2,763.00 1,665.72 1,665.72 1,665.72 $1.25 0.68 1.09 1.99 2.47 1.22 2.16 0.84 0.68 0.78 2.91 0.68 0.93 1.11 0.80 1.59 0.96 1.37 1.09 0.96 0.65 0.82 1.24 0.68 1.91 0.89 0.98 0.76 0.81 0.80 0.89 3.14 1.01 0.70 0.86 3.28 1.34 2.04 1.31 1.50 0.83 0.62 0.61 NOTES: TAX RATE AREA I INCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. TAX RATE AREA II EXCLUDES PROPERTY WITHIN BRIDGE AND THOROUGHFARE DISTRICT NO. 1. ENGINEERING NEWS RECORD INFLATION RATE WAS 3.5%. ACTUAL TAX RATES CALCULATED TO FOUR DECIMAL PLACES.