HomeMy WebLinkAbout91-62 - Authorize Levy of Special Taxes Pursuant to Mello-Roos Act of 1982_,4183
RESOLUTICN NO. 91-62
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
COSTA MESA, CALIFORNIA, DECLARING ITS INTENTION TO
ESTABLISH CITY OF COSTA MESA CU44UNITY FACILITIES
DISTRICT NO. 91-1 (PLAZA TOWER PUBLIC IMPROVEMENTS)
AND TO AUTHORIZE THE LEVY OF SPECIAL TAXES PURSUANT
TO THE MELLO-BOOS COMMUNITY FACILITIES ACT OF 1982.
THE CITY COUNCIL OF THE CITY OF COSTA MESA DOES HEREBY RESOLVE AS
FOLi.OVS:
WHEREAS, under the Mello -Roos Cmmwnity Facilities Act of 1982, as
amended (the "Act"), Chapter 2.5 of Part 1 of Division 2 of Title 5,
commencing at Section 53311, of the California Goverment Code, this City
Council may act as the legislative body for proposed community facilities
districts and is empowered with the authority to establish cmmmnity
facilities districts; and
WHEREAS, this City Council has received a petition (the "Petition')
requesting that this City Council establish a community facilities district
under the Act, and
WHEREAS, on February 1, 1988, the City Council of the City of Costa
Mesa adopted Resolution No. 88-10 which declared that "staff shall condi-
tion discretionary approvals of new developments as follows: Developer
shall pay a maxumnn trip generation fee of $668.00 per trip end for all
traffic improvements. This fee shall be reduced by federal, state, county,
JPAs, or City contributions in accordance with Council's adopted policy
statenent. It may also be satisfied by the developer entering assessment
or Mello Roos districts or development agreements providing for the equiva-
lent monies"; and
WHEREAS, establishment of Cammnity Facilities District No. 91-1 '
complies with the intent and purpose of Resolution No. 88-10; and
WHEREAS, there has been presented to this City Council, a form of
Letter Agreerent dated June 3, 1991, (the "Agreement"), whereby the land-
owner within the proposed oamn pity facilities district is willing to
advance certain funds necessary to fomn the district as more particularly
therein provided; and
WHEREAS, this City Council, with the aid of City staff, has reviewed
the Petition and the Agreement and found them to be in proper form and now
desires to proceed with the establishment of a cmmwnity facilities dis-
trict under the Pct;
NOW, THEREFORE, IT IS HEREBY ORDERED as follows:
1. This City Council proposes to conduct proceedings to establish a
comwnity facilities district pursuant to the Pct.
2. This City council hereby acknowledges receipt of a petition (the
"Petition") of 600 Anton Boulevard Associates, a California General
Partnership, to form a community facilities district (the 'Dis-
trict") comprised of real property within the City on which is
located an office building known as "Plaza Tower". '
3. This City Council hereby approves the Agreement and authorizes and
directs the City Finance Director to expend the amount referred to
therein in the manner specified in the Agreement.
4. The name proposed for the District is City of Costa Mesa Crnmunity
Facilities District No. 91-1 (Plaza Tower Public Improvements).
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5. The proposed boundaries of the District are as shown on the map
of the District on file with the City Clerk, which boundaries are
hereby preliminarily approved and to which map reference is hereby
made for further particulars. The City Clerk is hereby directed
to record, or cause to be recorded, said map of the boundaries of
the District in the office of the County Recorder with fifteen
(15) days of the date of adoption of this Resolution.
6. The type of public facilities proposed to be financed by the Dis-
' tric and pursuant to the Act shall consist of those items listed
as facilities (the "Facilities") on Exhibit "A" attached hereto,
which exhibit is by this reference incorporated herein.
7. Except to the extent that funds are otherwise available to the
District to pay for the Facilities and/or the principal and inter-
est as it becomes due on bonds of the District issued to finance
the Facilities, a special tax sufficient to pay the costs thereof,
secured by recordation of a continuing lien against all nonexempt
real property in the District, is intended to be levied annually
within the District, and collected by the City Finance Director in
the manner as the City shall direct. The proposed rate and method
of apportionment of the special tax among the parcels of real
property within the District, in sufficient detail to allow each
landowner within the proposed District to estimate the maximum
amount such owner will have to pay, are described in Exhibit "B"
attached hereto, which exhibit is by this reference incorporated
herein.
8. It is the intention of this City Council, acting as the legisla-
tive body for the District, to cause bonds of the City to be
issued for the District pursuant to the Pct, to finance the Facil-
ities in whole or in part. Said bonds shall be in the aggregate
principal amount not to exceed $3,200,000.00, shall bear interest
payable semi-annually or in such other manner as this City Council
shall determine, at a rate not to exceed the maximum rate of
interest as may be authorized by applicable law at the time of
sale of such bonds, and shall mature not to exceed 40 years from
the date of the issuance thereof.
9. The levy of said proposed special tax shall be subject to the
approval of the qualified electors of the District at a special
electron. The proposed voting procedure shall be by mailed or
hand -delivered ballot among the landowners in said proposed Dis-
trict, with each owner having one vote for each acre or portion of
an acre such owner owns in the District.
10. Except as may otherwise be provided by law or by the rate and
method of apportionment of the special taxes set forth in Exhibit
"B", all lands owned by any public entity, including the United
States, the State of California and/or the City, or any depart-
ments or political subdivisions thereof, shall be omitted from
the levy of the special tax to be made to cover the costs and
expenses Of the Facilities. In the event that a portion of the
property within the District shall become exempt for any reason,
wholly or in part, from the levy of the special tax described in
Exhibit "B", this City Council will, on behalf of the District,
increase the levy to the extent necessary upon the remaining
property within the District which is not exempt in order to yield
the required debt service payments and other annual expenses of
the District, if any, subject to any maximum special tax that may
be levied.
11. The Director of Public Services of the City of Costa Mesa, as the
officer having charge and control of the Facilities in and for the
District, is hereby directed to study said proposed Facilities and
to make, or cause to be made, and file with the City Clerk, a
report in writing, presenting the following:
(a) A description of the Facilities by type which will be
required to adequately meet the needs of the District.
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(b) An estimate of the fair and reasonable cost of financing
the Facilities, including the cost of acquisition of
lands, rights-of-way and easements, any physical facili-
ties required in conjunction therewith and incidental
expenses in connection with said financing, including
the costs of the proposed bond financing and all other
related costs as provided in Section 53345.3 of the Act.
Said report shall be made a part of the record of the
public hearing provided for below.
12. Monday, August 19, 1991, at 6:30 p.m., in the regular meeting
place of this City Council, in the City Council Chambers, City
Hall, 77 Fair Drive, Costa Mesa, California, be, and the same are
appointed and fixed as the time and place when and where this
City Council, as legislative body for the District, will conduct
a public hearing on establishment of the District and consider
and finally determine whether the public interest, convenience,
and necessity require formation of the District and the levy of
said special tax.
13. The City Clerk is hereby directed to cause notice of said public
hearing to be given by publication one time in a newspaper pub-
lished in the area of the District. The publication of said
notice shall be completed at least seven (7) days before the date
herein set for said hearing. Said notice shall be substantially
in the form of Exhibit "C" attached hereto.
14. The law firm of Jones Hall Hill & White, a Professional Law Corpor-
ation, is hereby designated as bond counsel to the City in connec-
tion with the formation of the District and the special tax bonds
expected to be issued by the City for the District. The City
Manager, or his designee, is hereby authorized to execute and
deliver an agreement with said firm for services in connection
with the District and said bonds in the form on file with the City
Clerk.
15. Hod Gunn Associates, Incorporated, is hereby designated as finanr
Ing consultant to the City in connection with establishment of the
District and the issuance of special tax bonds of the City for the
District. The City Manager is hereby authorized to execute and
deliver an agreement with said firm for its services in connection
with the District in the form on file with the City Clerk.
16. The firm of Willdan Associates is hereby designated as District
Engineer and Special Tax consultant to the City in connection with
the District. The City Manager is hereby authorized and directed
to execute and deliver an agreement with said firm for its services
In connection with the District in the form on file with the City
Clerk.
PASSED AND ADOPTED this 15th day of July, 1991.
ATTEST:
City Clerk of the City of Cost sa
Mayor of the City of Costa Mesa
11
I
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss
CITY OF COSTA MESA )
I, EILEEN P. PHINNEY, City Clerk and ex -officio Clerk of the City
Council of the City of Costa Mesa, hereby certify that the above and fore-
going Resolution No. 91-62 was duly and regularly passed and adopted by
the said City Council at a regular meeting thereof, held on the 15th day of
July, 1991, by the following roll call vote:
' AYES: COUNCIL MEMBERS: Hornbuckle, Genis, Buffs, Humphrey,
Erickson
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None
IN WITNESS WHEREOF I have hereunto set my hand and affixed the Seal of
the City of Costa Mesa this 16th day of July, 1991.
City Clerk and ex-32ficio Clerk of
City Council of the City of Costa
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EXHIBIT "A"
DESCRIPTION OF FACILITIES TO BE FINANCED
BY THE DISTRICT
City of Costa Mesa
Community Facilities District No. 91-1 '
(Plaza Tower Public Improvements)
FACILITIES:
1. Anton Boulevard/Bristol Street intersection improvements.
2. Anton Boulevard Street Improvements (between Bristol Street and
Avenue of the Arts).
3. Reimbursement of contribution to construction of Fire Station
No. 6.
4. Reimbursement of costs of I-405 access study relating to certain
of the above and to certain other I-405 improvements.
OTHER:
1. Costs of engineering, design, planning, and coordination related '
to the above -listed facilities.
2. Bond related expenses,
including
bond counsel
and all other inci-
dental expenses.
3. Administrative fees of the City, the Costa Mesa Public Financing
Authority, and any bond fiscal agent related to the District and
the bonds.
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Resolution No. 91-62
Page 1 of 1
EXHIBIT B
PROPOSED RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
INCLUDING ESTIMATED MAXIMUM ANNUAL AMOUNT OF SPECIAL TAX
CITY OF COSTA MESA
COMMUNITY FACILITIES DISTRICT NO. 91.1
(PLAZA TONER PUBLIC IMPROVEMENTS)
' A Special Tax applicable to each assessor's parcel or portion thereof in the District
shall he levied and collected according to the tax liability determined by the Finance
Director of the City of Costa Mesa, through the application of the rate and method of
apportionment of the Special Tax set forth below. All of the property in the District,
unless exempted bs law, shall be taxed to the extent and in the manner herein
prosided
The Special Tax is to be levied each Fiscal Year in an amount sufficient to pay Debt
Senace on the Bonds, all Administrative Fees or Expenses, all payments required
under the Fiscal Agent Agreement or any supplement or amendment to the Fiscal
Agent Agreement, plus an amount equal in any delinquencies in the Special Taxes
levied in the prior reseal Year
DEFINITIONS
'Acre"or'Acreuge" means, (i) with respect to an Original Parcel, the number
of acres within the Original Parcel as specified in the Boundary Map of the
District attached hereto and by this reference made a part hereof. and (ti)
with respect to a Successor Parcel, the number of acres within the Successor
' Parcel determined as follows
(a) determine the acreage of each Successor Parcel by reference
to a parcel map, tract map or other map as recorded in the
County of Orange Assessor's Office, or otherwise as deter-
mined by the City Engineer, and exclude from such acreage
any portion of a Successor Parcel which, in itself, would
constitute a Tax -Exempt Parcel (because of its use as public
right-of-way, etc ),
(b) add together the acreage as determined in (a) for all Successor
Parcels created from the Original Parcel, and
Resolut>_on No. 91-62
Page 1 of 7
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494
(c) for each Successor Parcel, divide the acreage of the Successor
Parcel determined in (a) above, by the acreage for all Succes-
sor Parcels to the same Original Parcel determined in (b)
above, and multiply the result by the acreage for such Original
Parcel, with the result being the Acreage for such Successor
Parcel
Act" means the Mello -Roos Community Facilities Act of 1982, as amended,
Sections 53311 and following of the California Government Code
Admi nnranve Fees or Expenses" means any or all of the following the fees
and expenses of the Fiscal Agent (including any fees or expenses of its
counsel), the expenses of the City in carrying out its duties with respect to the
District (including, but not limited to, the levy and collection of the Special
Taxes), including the fees and expenses of ns counsel, an allocable share of
the salaries of the City staff directly related thereto, a proportionate amount
of City general administrative overhead related thereto, any amounts required
to be rebated to the federal government pursuant to the Internal Revenue
Code of 1986, dnv amounts paid by the City from its general funds with
respect to the District, and all other costs and expenses of the City or the
Fiscal Agent incurred in connection with the discharge of their respective
duties under the Fiscal Agent Agreement and, in the case of the City, in am
way related to administration of the District
'Annual Cosa" for any Fiscal Year, equals the sum of (i) Debt Service for
such Fiscal Year, (n) Administrative Fees or Expenses for such Fiscal year,
(iii) the amount, if any, necessary to replenish the Reserve Fund for the
Bonds, plus an amount equal to delinquencies in the payment of Special
Taxes levied in the previous Fiscal Year, and (iv) anv other payment required
under the Fiscal Agent Agreement and any supplement or amendment thereto
for such Fiscal Year
Bond Fund" means the fund of that name created under the Fiscal Agent
Agreement
Bondi"means the City of Costa Mesa Community Facilities District No 91-1
(Plaza Tower Public Improvements) Special Tax Bonds.
"City" means the City of Costa Mesa, California.
Deter Semice" for each Fiscal Year, means the total annual principal and
interest payable on the Bonds during the calendar vedr commencing on the
January 1 of such Fiscal ,year, less investment earnings on the Reserve Fund
not required to he set aside pursuant to the Fiscal Agent Agreement for
Resolution No. 91-62
Page 2 of 7
purposes of rebate to the federal government pursuant to the Internal
Revenue Code of 1986, and less any capitalized interest and any other
amounts remaining in the Bond Fund held under the Fiscal Agent Agreement
from the previous Fiscal Year
"District "means the City of Costa Mesa Community Facilities District No 91-1
(Plaza Tower Public Improvements).
"Finance Director" means the Finance Director of the City or his or her
' designee
"Fiscal Agent" means Fiscal Agent under the Fiscal Agent Agreement
"Fiscal Agent Agreement" means the agreement by and between City and the
Fiscal Agent approved pursuant to a Resolution of Issuance
1
"Fiscal Year" means the period starting on July 1 and ending the following
June 30 in any year in which the Bonds are outstanding
'iblatununt Special Tai" means sixty-seven thousand seven hundred fort%
dollars (567,740) per Acre, (baud on 43,560 square feet per Acre), per Fiscal
Year
"Original Parcel" means a Parcel as it existed at the time of the adoption bt
the Citv Council of the Cnv of the Resolution of Formation and as described
in the map of Proposed Boundaries for the District by this reference made a
part hereof
"Parcel" means anv County of Orange Assessor's parcel that is within the
boundaries of the District, baud on the equalized ta\ rolls of the County of
Orange as of March I in the prior Fiscal Year
"Reseme Fund' means the fund of that name created under the Fiscal Agent
Agreement.
"Resolution of Formation"means the resolution of the City Council of the Cnv
adopted under the Act to establish the District.
"Resolution of Issuance" means the resolution adopted by the City Council of
the City, acting as the legislative body of the District, authorizing the issuance
of the Bonds in accordance with the Mello -Rous Community Facilities Act tit
1982 (California Government Code, Section 53311 et seq.).
Resolution No. 91-62
Page 3 of 7
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Special Tax" means any tax levied within the District pursuant to the Mello -
Roos Community Facilities Act of 1982 (California Government Code,
Section 53311 et seq. and this Rate and Method of Apportionment of Special
Tax)
Successor Parcel" means a Parcel created by subdivision, lot line adjustment
or parcel map from an Original Parcel that results in a different assessors
parcel.
'Tarahle Parcel" means any Parcel that is not a Tax -Exempt Parcel '
"Tat -Exempt Parcel" means (i) any Parcel owned by a governmental entity, or
irrevocably offered for dedication to a governmental entity, (ii) any Parcel
which constitutes public right-of-way or which is encumbered by an unmanned
utility easement, making impractical its utilization for other than the purpose
set forth in the easement or (iii) any Parcel assigned a zero value by the
County of Orange Assessor. Where open spaces, access ways (other than
streets), private parks, common areas, etc, are pan of a Parcel, the area
devoted to such uses shall be included in the area of the Parcel Notenh-
standing the foregoing, a Parcel acquired by a governmental entity after the
adoption of the Resolution of Formation by means of negotiated transaction.
or by gift or devise, or by eminent domain proceedings, shall be a Taxable
Parcel
11. CLASSIFICATION OF PARCELS
As the beginning of each Fiscal Year, using the definitions above, the Finance
Director shall
A cause each Parcel to be classified as a Tax -Exempt Parcel or a
Taxable Parcel, and
B for each Taxable Parcel determine the Acreage of the Parcel
111. APPORTIONMENT, LEVY AND COLLECTION Or SPECIAL TAXES
A Immediately following the classification of Parcels as prosided in
Section Il above, the Finance Director shall cause the Special Taxes
to be apportioned, levied and billed to the property owner in each
Fiscal Year as follows -
determine the Annual Costs for such Fiscal Year,
Resolution No. 91-62
Page 4 of 7
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2 for Tax -Exempt Parcels, no Special Tax shall be apportioned
or levied, and
3. for Taxable Parcels, Special Taxes shall be apportioned and
levied upon each Parcel of Taxable Property at a uniform rate,
not to excess of the Maximum Special Tax Rate of sixty-seven
thousand seven hundred forty dollars ($67,740) per Acre, per
year, sufficient to raise an amount equal to the Annual Costs
for such Fiscal Year.
' B Prepare an invoice to the property owner(s) for each Taxable Parcel
and request payment for such Fiscal year
IV. EXAMPLE OF THE APPLICATION OF THE SPECIAL TAX
An example of the application of the special tax for two situations follows
This example is provided to give guidance in the administration of the
District, and in no way modifies the terms of Sections 1, 2, 3 and 5
Assume the area within the District boundary, as shown on the
Boundary Map of the District, is 5.093 acres Assume a parcel map
is recorded creating two parcels and dedicating Plaza Tower Road
the two parcels are 4 0 acres and 1.0 acre, respectively, for a total of
5 0 acres. Further assume that the Annual Costs are $344,999.82 for
the Fiscal Year
A The determination of Acreage for purposes of the Special Tar
(see Section 1, Definitions) must be made, as follows -
Original Parcel Acreage = 5 093
Successor Parcel Acreage = 4.000 Parcel 1
LO )0 Parcel 2
5 000
Successor Parcel 1 Acreage = 4.000 x 5 093
(4 000 + 1 000)
Rasolutr.on No. 91-62
Page 5 of 7
= 4 074 Acres
%019G
Successor Parcel 2 Acreage = 1.000 x 5 093
(4.000 + 1 000)
= 1 019 Acres
Total 5 094 Acres
The computation of Successor Parcel Acreage is rounded to
the nearest one thousandth of an Acre
B The determination of the Special Tax for each Parcel can be I accomplished as follows
Annual Costs = $344,999 82
Total Acres = 5 093
Special Tax per
Acre Required = 5 67,740 00 (344,999 82 - 5 093)
Special Tax -
Successor Parcel 1 = 4.074 Acres x $67.740 00/Acre
= $275,97276
Special Tax -
Successor Parcel 2 = 1 019 Acres x $67,740 00/Acre
= S 69,027.0fi
Total = 5344,999.82
V. PREPAYMENT OF SPECIAL TAXES '
The Special Taxes for a Parcel may be prepaid and the obligation of the
Parcel satisfied provided that there are no delinquent Special Taxes with
respect to such Parcel at the time of prepayment, prepayment is made not less
than 120 days prior to an interest payment date on the bonds and the
following is applied.
A The prepayment amount is computed by dividing the Maximum
Special Tax for the Parcel by the total of the Maximum Special Taxes
for all Taxable Parcels, and muluph-mg the result by the principal
amount of anv Bonds then outstanding Round the result up to the
nearest five thousand dollars
Resolution No. 91-62
Page 6 of 7
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B The prepayment penalty is computed by multiplying the prepayment
amount by the applicable redemption premium, if any, on the Bonds,
plus an amount determined by the Finance Director to be the
difference between the carrying cost of the Bonds and the amount
derived from the reinvestment of the prepaid Special Taxes pending
their disposition in redeeming the Bonds Add that penalty to the
prepayment amount determined in Subsection A above.
C The administrative fees of the City are as determined by the Finance
' Director and include the costs of computation of the prepayment, the
costs of calling Bonds and the costs of recording any notices to
evidence the prepayment and the redemption. Add these costs to the
amounts determined in Subsections A and B above.
D Any reserve fund credit is computed by comparing the prepayment
amount determined in Subsection A above to the outstanding
principal amount of the Bonds Apply that percentage to the amount
in the Reserve Fund, if anv Deduct the result from the total of the
amounts determined in Subsections A, B and C above
1
The result determined in Subsection D above is the amount needed
to prepay a Special Tax obligation The amount shall be placed in
the Bond Fund and used to retire Bonds, provided that the admim%-
trative fees of the Cite as determined in Subsection C above shall be
retained by the City Upon prepayment, a Notice of Cessation of
Special Tax shall be recorded by the Cnv with respect to the Parcel
for which prepayment is received,and the obligation of that Parcel to
pav the Special Taxes shall cease
Resolution No. 91-62
Page 7 of 7
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NOTICE OF PUBLIC REARING
City of Costa Mesa
Community Facilities District No. 91-1
(Plaza Tower Public Improvements)
Notice is hereby given that on July 16, 1991, the City Council of the City of Costa '
Mesa adopted a Resolution entitled "A Resolution of Intention To Establish A Community
Facilities District And To Authorize The Levy Of Special Taxes Pursuant To The Mello -
Roos Community Facilities Act Of 1982". Pursuant to the Mello -Roos Community
Facilities Act of 1982 (the "Act"), the City Council hereby gives notice as follows:
A. The text of said Resolution of Intention is as follows:
RESOLVED by the City Council of the City of Costa Mesa (the "City") that:
WHF,REAS, under the Mello -Roos Community Facilities Act of 1982, as amended
(the "Act'), Chapter 2 6 of Part 1 of Division 2 of Title 6, commencing at Section 63311, of
the California Government Code, this City Council may act as the legislative body for
proposed community facilities districts and is empowered with the authority to establish
community facilities districts; and
WHEREAS, this City Council has received a petition (the "Petition') requesting
that this City Council establish a community facilities district under the Act; and
WHEREAS, there has been presented to this City Council a form of Letter
Agreement, dated June 3, 1991, (the "Agreement'), whereby the landowner within the
proposed community facilities district is willing to advance certain funds necessary to
form the district, as more particularly therein provided, and
WHEREAS, this City Council, with the aid of City staff, has reviewed the Petition '
and the Agreement and found them to be in proper form and now desires to proceed with
the establishment of a community facilities district under the Act.
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1. This City Council proposes to conduct proceedings to establish a community
facilities district pursuant to the Act.
• 2. This City Council hereby acknowledges receipt of a petition (the "Petition') of
600 Anton Boulevard Associates, A California General Partnership to form a community
facilities district (the "District") comprised of real property within the City on which is
located an office building known as "Plaza Tower".
3. This City Council hereby approves the Agreement and authorizes and directs
the City Finance Director to expend the amount referred to therein in the manner
specified in the Agreement
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Resolution No. 91-62
Rage 1 of 4
4. The name proposed for the District is City of Costa Mesa Community Facilities
District No. 91-1 (Plaza Tower Public Improvements).
6. The proposed boundaries of the District are as shown on the map of the District
on file with the City Clerk, which boundaries are hereby preliminarily approved and to
which map reference is hereby made for further particulars. The City Clerk is hereby
directed to record, or cause to be recorded, said map of the boundaries of the District in
the office of the County Recorder within fifteen days of the date of adoption of this
Resolution
' 6. The type of public facilities proposed to be financed by the District and pursuant
to the Act shall consist of those items hated as facilities (the "Facilities") on Exhibit A
hereto, which exhibit is by this reference incorporated herein
7. Except to the extent that funds are otherwise available to the District to pay for
the Facilities and/or the principal and interest as it becomes due on bonds of the District
issued to finance the Facilities, a special tax sufficient to pay the costs thereof, secured by
recordation of a continuing hen against all non-exempt real property in the District, is
intended to be levied annually within the District, and collected by the City Finance
Director in the manner as the City shall direct. The proposed rate and method of
apportionment of the special tax among the parcels of real property within the District, in
sufficient detail to allow each landowner within the proposed District to estimate the
maximum amount such owner will have to pay, are described in Exhibit B attached
hereto, which exhibit is by this reference incorporated herein.
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8. It is the intention of this City Council acting as the legislative body for the
District to cause bonds of the City to be issued for the District pursuant to the Act to
finance in whole or in part the Facilities Said bonds shall be in the aggregate principal
amount of not to exceed $&,009,800 200 000, shall bear interest payable semi-annually or
in such other manner as this City Council shall determine, at a rate not to exceed the
maximum rate of interest as may be authorized by applicable law at the time of sale of
such bonds, and shall mature not to exceed 40 years from the date of the issuance thereof
9 The levy of said proposed special tax shall be subject to the approval of the
qualified electors of the District at a special election. The proposed voting procedure shall
be by mailed or hand -delivered ballot among the landowners in said proposed District,
with each owner having one vote for each acre or portion of an acre such owner owns in
the District
10. Except as may otherwise be provided by law or by the rate and method of
apportionment of the special taxes set forth in Exhibit B, all lands owned by any public
entity, including the United States, the State of California and/or the City, or any
departments or political subdivisions thereof, shall be omitted from the levy of the special
tax to be made to cover the costs and expenses of the Facilities. In the event that a portion
of the property within the District shall become for any reason exempt, wholly or in part,
from the levy of the special tax described in Exhibit B, this City Council will, on behalf of
the District, increase the levy to the extent necessary upon the remaining property within
the District which is not exempt in order to yield the required debt service payments and
other annual expenses of the District, if any, subject to any maximum special tax that
may be levied.
11 The Director of Public Services of the City of Costa Mesa, as the officer having
charge and control of the Facilities in and for the District, is hereby directed to study said
Resolution No. 91-62
Page 2 of 4
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proposed Facilities and to make, or cause to be made, and file with the City Clerk a report
in writing, presenting the following -
(a) A description of the Facilities by type which will be required to
adequately meet the needs of the District.
(b) An estimate of the fair and reasonable cost of financing the Facilities
including the cost of acquisition of lands, rights-of-way and easements, any
physical facilities required in conjunction therewith and incidental expenses in I connection with said financing, including the costs of the proposed bond financing
and all other related costs as provided in Section 63346 3 of the Act.
Said report shall be made a part of the record of the public hearing provided for
below.
12 Monday, August 19, 1991, at 6:30 p.m, in the regular meeting place of this City
Council in the City Council Chambers, City Hall, 77 Fair Drive, Costa Mesa, California,
be, and the same are hereby appointed and fixed as the time and place when and where
this City Council, as legislative body for the District, will conduct a public hearing on the
establishment of the District and consider and finally determine whether the public
interest, convenience and necessity require the formation of the District and the levy of
said special tax
13 The City Clerk is hereby directed to cause notice of said public hearing to be
given by publication one time in a newspaper published in the area of the District. The
publication of said notice shall be completed at least seven (7) days before the date herein
set for said hearing Said notice shall be substantially in the form of Exhibit C hereteto
said Resolution of Intention
14. The law firm of Jones Hall Hill & White, A Professional Law Corporation, is
hereby designated as bond counsel to the City in connection with the formation of the
District and the special tax bonds expected to be issued by the City for the District. The '
City Manager or his designee is hereby authorized to execute and deliver an agreement
with said firm for services in connection with the District and said bonds in the form on
file with the City Clerk.
lb Rod Gunn Associates, Inc. 3s hereby designated as financing consultant to the
City in connection with the establishment of the District and the issuance of special tax
bonds of the City for the District. The City Manager is hereby authorized to execute and
deliver an. agreement with said firm for its services in connection with the District in the
form on file with the City Clerk
u
Pesolution No. 91-62
Page 3 of 4
16. The firm of Willdan Associates is hereby designated as District Engineer and
Special Tax consultant to the City in connection with the District. The City Manager is
hereby authorized and directed to execute and deliver an agreement with said firm for its
services in connection with the District in form on file with the City Clerk.
B. The time and place established under said Resolution for the public hearing
required under the Act are Monday, August 19, 1991, at the Hour of 6:30 p.m., in the City
Council Chambers, City Hall 77 Fair Drive, Costa Mesa, California.
' C. At said hearing, the testimony of all interested persons or taxpayers for or
against the establishment of the district, the extent of the district or the furnishing of the
specified types of facilities will be heard. Any person interested may file a protest in
writing as provided in Section 63323 of the Act. if the owners of one-half or more of the
area of land in the territory proposed to be included in the district file written protests
against the establishment of the district and the protests are not withdrawn to reduce the
value of the protests to less than a majority, the City Council shall take no further action
to establish the district for a period of one year from the date of said hearing, and if the
majority protests of the landowners are only against the furnishing of a type or types of
facilities within the district, or against levying a specified special tax, those types of
facilities or the specified special tax will be eliminated form the proceedings to form the
district.
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D. The proposed voting procedure shall be by special mail or hand -delivered ballot
to the property owners within the territory proposed to be included in the district
Dated: July 16, 1991
/s/ Eileen P. Phmnev
City Clerk of the City of Costa Mesa
Resolution No. 91-62
Page 4 of 4
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