HomeMy WebLinkAboutRes 2014-55 - FY 14-15 - CFD No. 91-1 Indian Ridge CITY OF PALM DESERT
FINANCE DEPARTMENT
STAFF REPORT
2014 SS
REQUEST: APPROVAL OF RESOLUTION NO AUTHORIZING THE LEVY
OF A SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO.
91-1 (INDIAN RIDGE) FOR FISCAL YEAR 2014/2015
DATE: JUNE 12, 2014
CONTENTS: RESOLUTION NO. 2oi4- 55
EXHIBIT A
Recommendation
Waive further reading and adopt Resolution No. 2014- 55
Backqround
The Community Facilities District (CFD) known as CFD 91-1 (Indian Ridge) is located in
the northern section of the City known at the time of Formation as "Indian Ridge Country
Club". The CFD 91-1 issued $11.87 million in 1992 and $12.385 million in 1995. In 1997,
the bonds were refunded into one bond issuance in the amount of $22.989 million. The
bonds were issued to fund the improvements for streets, medians, water, and sewer
improvements. Legal counsel has reviewed the bond documents and indicated that the
City council must approve the levy of the special tax for 91-1 on an annual basis. The
specific rate of the special tax for the ne� 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. A report will be provided at the close of the tax collection period indicating the
amounts collected. Therefore, staff requests that Resolution No.�i'�5ibe approved.
Staff Report
Approval of Resolution authorizing levy - CFD 91-1 - FY 14/15 - Resoiution xo. 2014-55
June 12, 2014
Page 2 of 2
Fiscal Analysis
The CFD 91-1 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
2014-2015 tax year and provide the city with the funds to pay the debt service on a timely
basis.
Submitted by: Approval:
, G�; ,�i�� �-
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Paul S. Gibson J n M. Wohlmuth
Director of Finance/City Treasurer ity Manager
C1't'Y COUNCII.A ON
APPROVED DF.NiFp
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ABSEIVI�
ABSTAINs
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Ori�inal oa File wtth Clty Cl` 's Oftice
G:\Finance\Niamh Ortega\Staff Reports\CFD\SR-approval of levy in CFD 91-1fy 1415.docx
RESOLUTION NO. 2014-55
RESOLUTION OF THE CITY OF PALM DESERT, CALIFORNIA AUTHORIZING
THE LEVY OF A SPECIAL TAX IN COMMUNITY FACILITIES DISTRICT NO. 91-
1 (INDIAN RIDGE) FOR FISCAL YEAR 2014/2015
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. 91-1 shall hereinafter be referred to as "DistricY'
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 RESOLV�D 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(2014/2015)for the referenced District,
is hereby determined and established as set forth in the attached,
referenced and incorporated Exhibit "A".
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 col(ected 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.
' ' ' Resolution No. 2014 - 55
SECTION 8. Special Taxes are to be levied on non-exempt parcels within the District.
Shouid it be discovered that any taxable parcels are not submitted to the
County Auditor for inclusion into the 2014/2015 Tax Roll subsequent to
the submittal deadline of August 11, 2014, 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".
SECTtON 9. The officers of the City are hereby authorized and directed, jointly and
severally, to do any and all things and to execute and deliver any and all
documents which they may deem necessary or advisable in order to
effectuate the purposes of this Resolution, the levy of special taxes by
the District authorized by Ordinance No. 674, and the documents
referenced herein, and any such actions previously taken by such
officers, including without limitation the levy by the District of special
taxes auth4rized by Ordinance No. 674 in prior fiscal years, are hereby
ratified and confirmed.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Palm Desert,
California this day of , 2014 by the following vote to wit:
AYES:
NAYS:
ABSENT:
ABSTAlN:
VAN TANNER, MAYOR
ATTEST:
RACHELLE D. KLASSEN, CITY CLERK
CITY OF PALM DESERT, CALIFORNIA
APPROVED AS TO FORM:
DAVID J. ERWIN, CITY ATTORNEY
BEST, BEST& KRIEGER
- � • • Resolution No. 2014 - 55
Exhibit"A"
Community Facilities District No. 91-1
(INDIAN RIDGE)
Proposed Special Tax Rates
Fiscal Year 2014/2015
Land Use Class : The following table summarizes the Maximum Specia! Tax Rates relating to
each land use class.
. - . .. -
' � .
Develo ed Pro e
Detached Over 3,600 $3,850 per Dwelling
1A Residential Unit
Detached 3,100-3,599 $3,300 per Dwelling
1 B Residential Unit
Detached 2,600-3,099 $2,750 per Dwelling
1 C Residential Unit
Detached 2,100-2,599 $2,450 per Dwelling
1 D Residential Unit
Detached Under 2,099 $1,650 per Dwelling
1 E Residential Unit
Attached Over 2,500 $2,100 per Dwelling
2A Residential Unit
Attached 2,100-2,499 $1,800 per Dwelling
2B Residential Unit
Attached 1,700-2,099 $1,500 per Dwelling
2C Residential Unit
Attached 1,300-1,699 $1,200 per Dwelling
2D Residential Unit
Attached Under 1,299 $900 per Dwelling
2E Residential Unit
Undevelo ed Pro ert
Undeveloped N/A $13,120 perAcre
Pro ert
Golf Course N/A $1,500 per Acre
Pro ert