HomeMy WebLinkAboutRes 2018-35 - FY18-19 - CFD No. 2005-1 - University Park - Levy STAFF REPORT
CITY OF PALM DESERT
FINANCE DEPARTMENT
MEETING DATE: June 14, 2018
PREPARED BY: Anthony Hernandez, Senior Financial Analyst
REQUEST: APPROVAL OF RESOLUTION NO.2o18AUTHORIZING THE LEVY
OF A SPECIAL TAX IN COMMUNITY FACILTIES DISTRICT NO.
2005-1 (UNIVERSITY PARK) FOR FISCAL YEAR 2018-19
Recommendation
By Minute Motion, that the City Council:
2018-35
1) Approve Resolution No. authorizing the levy of a special tax in
Community Facilities District No. 2005-1 (University Park) for Fiscal
Year 2018-2019.
Strategic Plan Objective
N/A
Executive Summary
On an annual basis, the levy for special taxes for Community Facility District No. 2005-1
(University Park) requires City Council's approval.
Background Analysis
The Community Facilities District (CFD) known as University Park (No. 2005-1) is the
area north of Desert Willow between Portola and Cook Street whose improvements are
funded by the issuance of the $50 Million and $17.915 Million bonds issued to fund the
improvements for streets, infrastructure, water, sewer, park improvements, and land
acquisitions. Annually, the City Council must approve the levy of the special tax. Staff
requests that the City Council authorize the levy of a special tax to pay for costs and
expenses related to this District. The specific rate of the special tax for the next fiscal
year is attached to the Resolution as Exhibit A.
Approval of the resolution will allow the County Auditor to collect taxes as they become
due.
Fiscal Analysis
The CFD 2005-1 (University Park) bonds are repaid through taxes collected on the
respective parcels located within the boundaries. Approval of the resolution will allow
the parcels to be levied for the 2018-2019 tax year and provide the city with the funds to
June 14, 2018— Staff Report 2018-35
City of Palm Desert —Approval of Resolution No. Special District Levy
pay the debt service on a timely basis.
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW CITY MANAGER
N% 4z,f-w
Robert Hargreaves et Moore anet Moore Lauri Aylaian
Legal Counsel Director of Finance erector of Finance Executive
Director
ATTACHMENTS: Resolution 2018-35
Exhibit "A" — Proposed Special Tax Rates
II•.WPOOCS`.Interoffice Memos`.Asscssment I)tstrtcts.1Jnicersity Park,Council Staff Reports'Approval for Levy CID 2005-I 1819 staff report doe
RESOLUTION NO. 2018-35
RESOLUTION OF THE CITY OF PALM DESERT, CALIFORNIA
AUTHORIZING THE LEVY OF A SPECIAL TAX IN COMMUNITY
FACILITIES DISTRICT NO. 2005-1 (UNIVERSITY PARK) FOR FISCAL
YEAR 2018/2019
WHEREAS, the City Council of the City of Palm Desert (hereinafter referred to
as the "Agency"), has initiated proceedings, held a public hearing, conducted an
election and received a favorable vote from the qualified electors relating to the levy of
a special tax in a Community Facilities District, as authorized pursuant to the terms and
provisions of the "Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division
2, Title 5 of the Government Code of the State of California. Community Facilities
District No. 2005-1 shall hereinafter be referred to as "District" and,
WHEREAS, this City Council, by Ordinance as authorized by Section 53340 of
the Government Code of the State of California, has authorized the levy of a special tax
to pay for costs and expenses related to said District, and this City Council is desirous
to establish the specific rate of the special tax to be collected for the next fiscal year.
NOW, THEREFORE, IT IS HEREBY RESOLVED AS FOLLOWS:
SECTION 1. That the above recitals are true and correct.
SECTION 2. That the special tax rates for each tax category to be used to
generate special tax revenues, which will be collected to pay for
the costs and expenses for the next fiscal year (2018/2019) for
the referenced District, is hereby determined and established as
set forth in the attached, referenced and incorporated Exhibit
SECTION 3. That the rate as set forth above does not exceed the amount as
previously authorized by Ordinance of this Council, and is not in
excess of that as previously approved by the qualified electors of
the District.
SECTION 4. The special tax shall be collected in the same manner as
ordinary ad valorem property taxes are collected, and shall be
subject to the same penalties, procedures and sale in case of
any delinquency for ad valorem taxes, and the Tax Collector is
hereby authorized to deduct reasonable administrative costs
incurred in collecting any said special tax.
SECTION 5. Monies above collected shall be paid into the District funds.
SECTION 6. The Auditor of the County is hereby directed to enter in the next
County assessment roll on which taxes will become due,
opposite each lot or parcel of land effected in a space marked
"public improvements, special tax" or by any other suitable
designation, the installment of the special tax, and for the exact
rate and amount of said tax, reference is made to the attached
Exhibit "A".
SECTION 7. The County Auditor shall then, at the close of the tax collection
period, promptly render to this Agency a detailed report showing
the amount and/or amounts of such special tax installments,
interest, penalties and percentages so collected and from what
property collected, and also provide a statement of any
percentages retained for the expense of making any such
collection.
SECTION 8. Special Taxes are to be levied on non-exempt parcels within the
District. Should it be discovered that any taxable parcels are not
submitted to the County Auditor for inclusion into the 2018/2019
Tax Roll subsequent to the submittal deadline of August 10,
2018, the City Council directs the City of Palm Desert staff or
their agents to bill such parcels directly via U.S. mail using the
rates as approved in Exhibit "A".
PASSED, APPROVED AND ADOPTED by the City Council of the City of Palm Desert,
California this day of , 2018 by the following vote:
AYES:
NAYS:
ABSENT:
ABSTAIN:
MAYOR OF THE CITY OF PALM DESERT
SABBY JONATHAN
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
APPROVED AS TO FORM:
ROBERT W. HARGREAVES, CITY ATTORNEY
BEST, BEST & KRIEGER
Exhibit "A"
Community Facilities District No. 2005-1
(University Park)
Proposed Special Tax Rates
Fiscal Year 2018/2019
Zones A— D : The following table summarizes the Maximum and the Proposed Special Tax Rates
relating to each land use class.
LAND USE CLASS SPECIAL TAX MAXIMUM SPECIAL PROPOSED SPECIAL
RATE MULTIPLIER TAX RATE TAX RATE(1)
Developed Property
Zone A Per Acre $21,000 $21,000
Zone B Per Acre $27,000 ' $27,000
Zone C Per Acre - '$27,000 $27,000
Zone D _ Per Acre , _ �,$23,000 $23,000
Undeveloped&Provisional Undeveloped Pro p e '
Zone A Per Acre 1,0OO $221,000
Zone B Per Acre $27,000 $27,0O0
Zone C Per Acre $27,000 $27,000,..
Zone D :Per Acre -$23,000 $23,000
(')The Proposed Special Tax Rates to be Levied for Fiscal Year 2017/2018 will not exceed the Maximum Special Tax Rates
described above.
Zone E: The following table summarizes the Maximum and the Proposed Special Tax Rates relating to
each land use class.
(')The Proposed Special Tax Rates to be Levied for Fiscal Year 2017/2018 will not exceed the Maximum Special Tax Rates
described above.