ORDINANCE NO. 690

ORDINANCE OF THE BOARD OF SUPERVISORS OF THE

COUNTY OF RIVERSIDE, STATE OF CALIFORNIA,

AUTHORIZING THE LEVY OF A SPECIAL TAX WITHIN

COMMUNITY FACILITIES DISTRICT NO. 88-12 OF

THE COUNTY OF RIVERSIDE (YNEZ CORRIDOR)


WHEREAS, on July 25, 1989, the Board of Supervisors of the County of Riverside, State of California (the "Board"), adopted Resolution No. 89-390 (the "Resolution of Intention to Establish the District") stating its intention to form Community Facilities District No. 88-12 of the County of Riverside, State of California (the "District") pursuant to Chapter 2.5 of Part 1 of Division 2 of Title 5 (commencing with Section 53311) of the California Government Code, commonly known as the "Mello-Roos Community Facilities Act of 1982" (the "Act"); and

 

WHEREAS, on July 25, 1989, the Board also adopted Resolution No. 89-391 (the "Resolution of Intention to Incur Bonded Indebtedness") stating its intention to incur bonded indebtedness in an amount not to exceed $60,000,000 within the District for the purpose of financing the construction, acquisition, modification or rehabilitation of certain real and other tangible property having an estimated useful life of five years or longer, including (1) the construction, purchase, modification, expansion, improvement or rehabilitation of a performing arts and convention center, a library, park sites and facilities, roads and roadway improvements to portions of Ynez Road, Rancho California Road, Solana Way, Hotel Loop Road, North Plaza Loop Road, Margarita Road and General Kearny Road (including improvements and additions to freeway overpasses, pavement and base, sidewalks, curbs, gutters, landscaping and street lights), flood control and storm drain facilities, water and sewer facilities and utility relocations and extensions and other appurtenant work (collectively, the "Facilities"), and (2) all the incidental expenses to be incurred in connection with the Facilities as authorized by the Act (the "Incidental Expenses"), including, but not limited to, (a) the cost of designing the Facilities and t he cost of environmental evaluations thereof, (b) the costs associated with the creation of the District, issuance of the bonds (including the payment of any amounts to be rebated to the United States as required by federal law), determination of the amount of and collection of taxes, the payment of taxes, and costs otherwise incurred in order to carry out the authorized purposes of the District, and (c) any other expenses incidental to the construction, completion and inspection of the Facilities; and

 

WHEREAS, notice was published as required by law relative to the intention of the Board to form the proposed District and to incur bonded indebtedness in an amount not to exceed $60,000,000 within the boundaries of the proposed District and to levy a special tax to pay for the Facilities; and

 

WHEREAS, on August 29, 1989, the Board opened a noticed public hearing as required by law which was continued to September 12, 1989 and further continued to and closed on September 26, 1989, to determine whether it should proceed with the formation of the District, issue bonds to pay for the Facilities and authorize the rate and method of apportionment of a special tax to be levied within the District for the purpose of paying for the Facilities and the Incidental Expenses relating thereto, creating or replenishing any necessary reserve funds, paying the annual costs associated with the bonds proposed to be issued to finance the Facilities, including, but not limited to, the principal of and interest on the proposed bonded indebtedness; and

 

WHEREAS, at said hearing all persons desiring to be heard on all matters pertaining to the formation of the District, the levy of the special tax, the proposed issuance of the bonded indebtedness, and all other matters set forth in the Resolution of Intention to Establish the District and the Resolution of Intention to Incur Bonded Indebtedness, were heard and considered and a full and fair hearing was held thereon; and

 

WHEREAS, on September 26, 1989, the Board adopted Resolution No. 89-449 (the "Resolution of Formation") which established the District, authorized the levy of a special tax within the District and called an election within the District for January 29, 1990, on the propositions of levying a special tax and establishing an appropriations limit for the District; and

 

WHEREAS, on September 26, 1989, the Board adopted Resolution No. 89-450 (the "Resolution to Incur Bonded Indebtedness") which determined the necessity of incurring bonded indebtedness in an amount not to exceed $60,000,000 and called special election within the District for January 29, 1990, on the proposition of incurring bonded indebtedness and levying a special tax; and

 

WHEREAS, on January 9, 1990, the Board adopted Resolution Nos. 90-046 and 90-047 entitled, respectively, "Resolution of the Board of Supervisors of the County of Riverside Amending, in part, Resolution No. 89-449" and "Resolution of the Board of Supervisors of the County of Riverside Amending, in Part, Resolution No. 89-450," which resolutions continued to March 23, 1990 the special election previously set for January 29, 1990, in order to allow the Board additional time to analyze the nature of the facilities and improvements to be financed by the District.

 

WHEREAS, on March 23, 1990, a special election was held within the District at which the qualified electors approved by more than a two-thirds vote the propositions of incurring bonded indebtedness, levying a special tax and establishing an appropriations limit for the District;

 

NOW, THEREFORE, the Board of Supervisors of the County of Riverside acting in its capacity as the legislative body of Community Facilities District No. 88-12 ORDAINS as follows:

 

SECTION 1. The above recitals are all true and correct.

SECTION 2. By the passage of this Ordinance, the Board authorizes the levy of a special tax at the maximum rate and in accordance with the rate and method of apportionment set forth in Exhibit "A" attached hereto and incorporated by reference herein, being the rate and method of apportionment specified in the Resolution of Intention to Establish the District.

 

SECTION 3. The Board is hereby further authorized to determine in each subsequent fiscal year, by ordinance, or by resolution if permitted by then applicable law, on or before August 10 of each year, or such later date as is permitted by law, the specific special tax rate and amount to be levied on each parcel of land in the District. The special tax rate to be levied shall not exceed the maximum rates set forth in Exhibit "A" hereto, but the special tax may be levied at a lower rate.

 

SECTION 4. Properties or entities of the state, federal or other local governments shall, except as otherwise provided in Sections 53317.3 and 53317.5 of the Act and Section B of Exhibit A, be exempt from the special tax. No other properties or entities are exempt from the special tax unless the properties or entities are expressly exempted in the Resolution of Formation (and Exhibit "A" hereto), or in a resolution of consideration to levy a new special tax or special taxes or to alter the rate or method of apportionment or an existing special tax as provided in Section 53334 of the Act.

 

SECTION 5. All of the collections of the special tax shall be used as provided for in the Act and the Resolution of Formation. The special tax shall be levied only so long as needed for its purpose as described in the Resolution of Formation and the Resolution to Incur Bonded Indebtedness.

 

SECTION 6. 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 and the same procedure, sale and lien priority in case of delinquency as is provided for ad valorem taxes, as such procedure may be modified by law from time to time.

 

SECTION 7. As a cumulative remedy, if any amount levied as a special tax for payment of bond interest or principal, together with any penalties and other charges accruing under this Ordinance, are not paid when due, the Board may, not later than four years after the due date of the last installment of principal on the Bonds, order that the same be collected by an action brought in the superior court to foreclose the lien of such special tax.

 

SECTION 8. The Chairman of the Board shall sign this Ordinance and the Clerk of the Board shall attest to the Chairman's signature and then cause the same to be published within fifteen (15) days after its passage at least once in The Press-Enterprise, a newspaper of general circulation published and circulated in the County of Riverside.

 

SECTION 9. This Ordinance relating to the levy of the special tax shall take effect immediately upon its final passage in accordance with the provisions of Section 25123(c) of the California Government Code, and this specific authorization for adoption is pursuant to the provisions of Section 53340 of the Act.

 

SECTION 10. The Clerk of the Board is hereby authorized to transmit a certified copy of this ordinance and the attached report to the Riverside County Assessor and Treasurer-Tax Collector, and to perform all other acts which are required by the Act, this ordinance or by law in order to accomplish the purpose of this ordinance.

 

ADOPTED, SIGNED AND APPROVED this 10th day of April, 1990.

 

 

 

ADOPTED: 4-10-90 (Eff.: 4-10-90)

            EXHIBIT A

 

            RATE AND METHOD OF APPORTIONMENT OF

            SPECIAL TAX FOR

            YNEZ CORRIDOR COMMUNITY FACILITIES DISTRICT NO. 88-12

            OF THE COUNTY OF RIVERSIDE

            (YNEZ CORRIDOR)

 

 

A Special Tax shall be levied on and collected from each parcel of land in Ynez Corridor Community Facilities District No. 88-12 of the County of Riverside (herein "CFD No. 88-12") in each Fiscal Year commencing July 1, 1990, in an amount determined by the Board of Supervisors of the County of Riverside as the legislative body of CFD No. 88-12 (the "Board") in accordance with the rate and method of apportionment described below. All of the land in CFD No. 88-12, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner provided herein.

 

A. Definitions

 

"Annual Special Tax Levy" means the total amount to be levied in a Fiscal Year equal to the sum of amounts required to pay for (1) the Facilities and any Incidental Expenses related thereto as such terms are defined in Resolution No. 89-390 of the Board of Supervisors of the County of Riverside, and (2) the annual debt service on the Debt of CFD No. 88-12 plus any amount needed to replenish any reserve fund established pursuant to a resolution authorizing the issuance of Debt plus the annual administrative expenses for the levy and collection of the Special Tax and for servicing the Debt of CFD No. 88-12 less the amount of funds which the Board determines is available for such purposes.

 

"Debt" means any binding obligation to repay a sum of money, including obligations in the form of bonds, certificates of participation, long-term leases, loans from governmental agencies, or loans from banks, other financial institutions, or private businesses or individuals.

 

 

"Special Tax" means the special tax authorized pursuant to the Mello-Roos Community Facilities Act of 1982, as amended, comprising Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code of the State of California, to be levied on the parcels of land within CFD No. 88-12.

 

"Fiscal Year" means the period starting on July 1 and ending the following June 30.

 

"Maximum Special Tax" means the Maximum Special Tax determined in accordance with Section C hereof that can be levied by the Board in any Fiscal Year.

 

B.         Publicly Owned Land

 

No Special Tax shall be levied on a parcel of land which at the time of adoption of the resolution of formation for CFD No. 88-12 is owned by a public agency, or on any land which must be acquired by or dedicated to a public agency in order to construct any of the public facilities to be financed by CFD No. 88-12. Any acquisition by any public agency of a parcel of land within CFD No. 88-12 subsequent to formation of CFD No. 88-12 for a purpose other than the acquisition or construction of the public facilities to be financed by CFD No. 88-12 shall require the public agency to continue to pay the Annual Special Tax Levy for such parcel or to prepay, in full, any special tax obligation on such parcel pursuant to the methodology specified in the resolution of issuance for any Debt of CFD No. 88-12.

 

C. Maximum Special Tax Rate

 

The Maximum Special Tax Rate shall be $10,000 per year per acre of land for Fiscal Year 1990-1991, which Maximum Special Tax Rate shall be increased on July 1 of each year, commencing on July 1, 1991, by an amount equal to 2% per annum above the rate in effect for the previous Fiscal Year.

 

The area of each parcel of land to be used to calculate the Special Tax for such parcel is the acreage shown on, or calculated from, the latest Riverside County Assessor's maps for each Fiscal Year.

 

D. Method of Apportionment

 

On or prior to August 10 of each year, or such later date as is permitted by law and consented to by the County Auditor, the Board shall determine the Annual Special Tax Levy to be levied for the current Fiscal Year. The Board shall cause to be computed the aggregate amount of Special Taxes which could be levied in such Fiscal Year if the Maximum Special Tax Rate were levied against each parcel of land in CFD No. 88-12 not exempt from the levy of the Special Tax (the "Maximum Annual Special Tax Levy"). The required Annual Special Tax Levy shall be divided by the Maximum Annual Special Tax Levy and the resulting ratio shall be the "Appointment Ratio" for the current Fiscal Year. The amount to be levied against each acre of land within each parcel for that Fiscal Year shall be determined by multiplying the Maximum Special Tax for that parcel times the Apportionment Ratio. The Special Tax shall be levied pro rata against all parcels based on the Maximum Special Tax for each parcel.

 

E. Review/Appeal Board

 

The Board of Supervisors shall establish as part of the proceedings and administration of CFD No. 88-12 a special three-member Review/Appeal Board. This Board shall construe and make determinations relative to the administration of the Special Tax as herein specified.