Resolution No. 3800159
RESOLUTION NO. 3800
RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF CYPRESS DECLARING ITS INTENTION
TO ESTABLISH A COMMUNITY FACILITIES
DISTRICT AND TO LEVY A SPECIAL TAX TO PAY
FOR CERTAIN PUBLIC FACILITIES IN AND FOR
PROPOSED COMMUNITY FACILITIES DISTRICT
NO. 1 (SORRENTO HOMES)
WHEREAS, a Petition requesting the institution of
proceedings for formation of a community facilities district
signed by the landowners within the proposed community
facilities district has been received and filed with the
City Clerk of the City of Cypress (the "City "); and
WHEREAS, the City Council of the City (the "City
Council ") has duly considered the advisability and necessity
of instituting proceedings to establish a community
facilities district under and pursuant to the terms and
provisions of the "Mello -Roos Community Facilities Act of
1982 ", as amended, (the "Act "), being Chapter 2.5, Part 1,
Division 2, Title 5 of the Government Code of the State of
California; and
WHEREAS, the City Council has adopted Resolution
No. 3799 on August 6, 1990, wherein it received and
filed such petition; and
WHEREAS, the City Council has determined to
institute proceedings for the establishment of such
community facilities district, and has determined to set
forth the boundaries of the territory which is proposed for
inclusion in such community facilities district and to state
the public facilities to be provided in and for such
community facilities district, and has determined to set a
date time and place for a public hearing relating to the
establishment of such community facilities district and the
levy of a special tax therein to pay for such public
facilities; and
WHEREAS, the City Council has determined it is
advisable to establish an appropriations limit, as defined
by Article XIIIB, Section 8(h) of the California
Constitution, for the community facility district;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL
OF THE CITY OF CYPRESS, AS FOLLOWS:
Section 1. All of the above recitals are true and
correct.
Section 2. The Petition is hereby accepted and
proceedings are initiated pursuant to the authorization of
Sections 53316 and 53318 of the Act.
Section 3. It is the intention of the City Council
to and the City Council hereby proposes to establish a com-
munity facilities district under and pursuant to the terms
and provisions of the Act, the boundaries of the territory
RES23452
. 160
proposed for inclusion in such community facilities district
are more particularly described and shown on that certain
map entitled "Proposed Boundaries, Mello Roos Community
Facilities District No. 1 (Sorrento Homes) City of Cypress,
County of Orange, State of California" that has been filed
with the City Clerk of the City and a copy of which,
together with a legal description of such territory, is
attached hereto as Exhibit A and incorporated herein and
made a part hereof. The City Clerk is hereby authorized and
directed to endorse the Certificate on said map evidencing
the date and adoption of this resolution and is further
authorized and directed to file said map with the County
Recorder of the County of Orange in accordance with the
provisions of Section 3111 of the California Streets and
Highways Code within 15 days of the adoption of this
resolution and not later than 15 days prior to the date of
the public hearing as set forth in Section 10 hereof.
Section 4. The communities facilities district
proposed to be established shall be known and designated as
"Community Facilities District No. 1" (Sorrento Homes) (the
"Community Facilities District ").
Section 5. It is the intention of the City Council
to order the funding, financing, construction, installation,
rehabilitation and acquisition of certain public facilities
and appurtenances including streets and highways, drainage
facilities, sewer facilities, traffic and safety lighting
facilities, parkway landscaping improvements, and school
facilities, together with appurtenances and appurtenant work,
including equipment, real property and other tangible property
with an estimated useful life of five (5) years or longer to
serve properties within the Community Facilities District (the
"Facilities "), which are public facilities that the City or a
public agency is authorized by law to contribute revenue to or
to construct, own or operate. A description of the types of
Facilities to be funded, financed, constructed, installed,
rehabilitated or acquired is set forth in Exhibit B, attached
hereto and incorporated herein and made a part hereof. The
Facilities to be funded, financed, constructed, installed,
rehabilitated or acquired by or on behalf of the Community
Facilities District are necessary to meet present or increased
demand upon the City and other public agencies as a result of
development occurring within the boundaries of the Community
Facilities District. The cost of constructing, installing,
rehabilitating and acquiring the Facilities includes
incidental expenses consisting of the costs of planning and
designing the Facilities, including the costs of environmental
evaluations thereof, the cost of providing administrative and
consultant services, all costs associated with the
establishment of the Community Facilities District, the
issuance of bonds, the determination of the amount of any
special taxes to be levied, the cost of collecting any special
taxes, and costs otherwise incurred in order to carry out the
authorized purposes of the Community Facilities District,
together with any other expenses incidental to the funding,
financing, construction, installation, rehabilitation,
acquisition, completion and inspection of the Facilities. The
description of the Facilities shown on Exhibit B is general in
nature. The final nature and location of the Facilities will
be determined upon the preparation of final plans and
specifications which may show substitutes in lieu of, or
modifications to, the proposed work. Any such substitution
RES23452
shall not be deemed a change or modification of the Facilities
so long as the substitution provides a service substantially
similar to the Facilities shown on Exhibit B.
Section 6. It is the intention of the City Council
that, except where funds are otherwise available, a special
tax sufficient to pay for the Facilities, including the
payment of interest on and principal of bonds proposed to be
issued to finance the Facilities and the repayment of funds
advanced to the Community Facilities District, annual
administration expenses of the City and the Community
Facilities District in determining, apportioning, levying and
collecting such special taxes, secured by recordation of a
continuing lien against all non - exempt real property in the
Community Facilities District, will be levied annually on land
within the boundaries of the Community Facilities District.
The rate and method of apportionment of such proposed special
tax is set forth in Exhibit C, attached hereto and
incorporated herein and made a part hereof. Exhibit C
provides sufficient detail to allow each landowner or resident
within the Community Facilities District to estimate the
maximum amount that such person will have to pay for the
Facilities.
The special tax as apportioned to each parcel
pursuant to Exhibit C is apportioned on the basis of benefit
as determined by the City Council and as permitted by Section
53325.3 of the Act, and the apportionment of the special tax
is not on or based upon the value or ownership of real
property. In the event that property within the Community
Facilities District is acquired or dedicated to a public
agency subsequent to the date of formation of the Community
Facilities District the special tax on such property will be
released and such parcel will become exempt property under the
provisions of the rate and method of apportionment for the
Community Facilities District as to all future obligations to
pay the special tax imposed by the Community Facilities
District.
Section 7. It is the intention of the City Council,
pursuant to Section 53340 of the Act, to levy the proposed
special tax on property that is not otherwise exempt from the
proposed special tax and that is not acquired by a public
entity through a negotiated transaction, or by gift or devise.
Section 8. According to the Funding and Acquisition
Agreement by and between the owner of the lands proposed to be
included in the Community Facilities District (the "Owner ")
dated February 12, 1990 (the "Funding and Acquisition
Agreement "), the Owner deposited $100,000 as a proceedings
deposit with the City to compensate the City for all costs
incurred by the City in conducting proceedings for the
formation of the Community Facilities District and the
issuance of bonds (the "Proceedings Deposit "). Pursuant to
Section 53314.9 of the Act, it is the intention of the City
that the Proceedings Deposit, subject to refund of any unused
portion, be reimbursed to the Owner as provided in the Funding
and Acquisition Agreement from the proceeds of bonds issued by
the Community Facilities District.
Section 9. Notice is given that on the 10th day of
September, 1990, at the hour of 7:30 o'clock p.m., in the City
Council Chambers, City of Cypress, a public hearing will be
RES23452
3
161
162
held at which the City Council shall consider the
establishment of the Community Facilities District, the
proposed rate and method of apportionment of the special tax,
the proposed appropriations limit for the Community Facilities
District and all other matters as set forth in this Resolution
of Intention. At the above - mentioned time and place for such
public hearing, any persons interested, including all
taxpayers, property owners and registered voters within the
Community Facilities District, may appear and be heard, and
the testimony of all interested persons and taxpayers for or
against the establishment of the Community Facilities District
and the levy of the special tax, or the extent of the
Community Facilities District, or the funding, financing,
construction, installation, rehabilitation and acquisition of
Facilities or the establishment of an appropriations limit, or
any other matters set forth herein, will be heard and
considered.
Any protests may be made orally or in writing, except
that any protests pertaining to the regularity or sufficiency
of such proceedings shall be in writing and shall clearly set
forth the irregularities and defects to which the objection is
made. All written protests shall be filed with the City Clerk
on or before the time fixed for such public hearing, and any
written protest may be withdrawn in writing at any time before
the conclusion of such public hearing. If written protests
against the establishment of the Community Facilities District
are filed by fifty percent (50 %) or more of the registered
voters, or six (6) registered voters, whichever is greater,
residing within the Community Facilities District, or owners
of one -half (1/2) or more of the area of land proposed to be
included within the Community Facilities District, the
proceedings shall be abandoned. If said majority protest is
limited to certain types of facilities or certain provisions
of the special tax, those facilities or those provisions of
the tax must be eliminated by the City Council.
Section 10. If, following the public hearing described
herein, the City Council determines to establish the Community
Facilities District, proposes to levy a special tax within the
Community Facilities District and proposes to establish an
appropriations limit for the Community Facilities District,
the City Council shall then submit the levy of the special tax
to the qualified electors of the Community Facilities
District. If at least twelve (12) persons, who need not
necessarily be the same twelve (12) persons, have been
registered to vote within the territory of the Community
Facilities District for each of the ninety (90) days preceding
the close of the public hearing, the vote shall be by
registered voters of the Community Facilities District, with
each voter having one (1) vote. Otherwise, the vote shall be
a mail - ballot election, consistent with Section 53327.5 of the
Act, by the landowners of the Community Facilities District
who are owners of record at the close of the public hearing,
with each landowner having one (1) vote for each acre or
portion of an acre of land owned within the Community
Facilities District. The number of votes to be voted by a
particular landowner shall be specified on the ballot provided
to that landowner.
RES23452
I. 6)
Section 11. The City Engineer and the Special Tax
Engineer, pursuant to Section 53321.5 of the Act, are hereby
directed, at or before the time of such public hearing, to
cause to be prepared and filed with the City Council a report
or reports which shall contain a brief description of the
Facilities by type which are required to adequately meet the
needs of the Community Facilities District, and an estimate of
the cost for providing the Facilities and an estimate of the
incidental expenses related thereto. Such report(s) shall
further contain any other material that is related to the
Facilities or the Community Facilities District, including a
proposed appropriations limit, and shall be made a part of the
record of the public hearing to be held to consider
establishing the Community Facilities District.
Section 12. In the opinion of the City Council, the
public interest will not be served by allowing the property
owners in the Community Facilities District to enter into a
contract pursuant to Section 53329.5(a) of the Act to do the
work to be financed under the Community Facilities District.
Section 13. Notice of the time and place of such public
hearing shall be given by the City Clerk in the following
manner: A Notice of Public Hearing required by Section 53322
of the Act in substantially the form of Exhibit D attached
hereto, shall be published in a newspaper of general
circulation published in the area of the proposed Community
Facilities District, such publication to be made pursuant to
Section 6061 of the Government Code, which publication shall
be completed at least seven (7) days prior to the date set for
such public hearing.
PASSED AND ADOPTED by the City Council of the City of
Cypress at an adjourned regular meeting held on the 6th day of
August, 1990.
Y R OF THE CITY OF C;+4PRESS
ATTEST:
CITY CLERK HE C%1rY OF CYPRESS
RES23452
16
STATE OF CALIFORNIA
) ss
COUNTY OF ORANGE
I, DARRELL ESSEX, City Clerk of the City of Cypress,
DO HEREBY CERTIFY that the foregoing Resolution was duly
adopted at an adjourned regular meeting of the said City
Council held on the 6th day of August, 1990, by the following
roll call vote:
AYES: 4 COUNCIL MEMBERS: Arnold, Bowman, Kanel and Kerry
NOES: 0 COUNCIL MEMBERS: None
ABSENT: 0 COUNCIL MEMBERS: None
ABSTAINED: 1 COUNCIL MEMBERS:/) Age
CITY L6k 0/ZCIT4ZOF CYPRESS
6
SHEET 1 OF 1 SHEETS
EXHIBIT A
PROPOSED BOUNDARIES
MELLO ROOS
COMMUNITY FACILITIES DISTRICT NO. 1
SORRENTO HOMES
CITY OF CYPRESS, COUNTY OF ORANGE
STATE OF CALIFORNIA
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING THE PROPOSED
BOUNDARIES OF COMMUNITY FACIL1TIFS DISTRICT NO. 1, CITY OF
CYPRESS, COUNTY OF ORANGE, CALIFORNIA, WAS APPROVED BY THE
CITY COUNCIL AT A REGULAR MEETING HELD ON THE DAY OF
, 1990, BY THE ADOPTION OF RESOLUTION
CITY CLERK
CITY OF CYPRESS
FILED IN THE OFFICE OF THE CTTY CLERK THIS _ DAY OF
, 1990.
LEGEND
or A
QTY CLERK
CITY OF CYPRESS
DISTRICT BOUNDARY
ZONE A- MINIMUM 5000 SQUARE FOOT LOTS
ZONE B- MINIMUM 6000 SQUARE FOOT LOTS
JORANGE AVENUE
w
w
z
z
w
0
REQUEST OF •
DATE 165
TIME FEE $
INSTRUMENT 1
BOOK PAGE
LEE A. BRANCH
COUNTY RECORDER
BY
DEPUTY
PREPARED UNDER THE SUPERVISION OF:
JAMES B. SAUER LS. 4453 DATE:
BALL ROAD
w
w
0
0
0
300 200 100 0
16f
LEGAL DESCRIPTION
MELLO -ROOS COMMUNITY FACILITIES DISTRICT NO. 1
(SORRENTO HOMES)
A parcel of land containing 143.9 gross acres, more or less,
described as follows:
The southeast quarter of Section 17, Township 4 South, Range 11
West in the Rancho Los Coyotes, as shown on a map recorded in
Book 51, page 11 of Miscellaneous Maps, records of Orange County,
California. Excepting therefrom the West 20.00 acres of the
Northwest quarter of the Southeast quarter of said Section 17.
Also excepting therefrom the public rights of way dedicated for
Orange Avenue, Moody Street, Sall Road and Denni Street as shown
per Vesting Tentative Tract Map No. 13228.
Exhibit A - Page 2
16
EXHIBIT B
COMMUNITY FACILITIES DISTRICT REPORT
COMMUNITY FACT ITIES DISTRICT NO. 1
(Sorrento Homes)
City of Cypress
DESCRIPTION OF FACILITIES
The Facilities proposed to be financed by the District consist of infrastructure and
rehabilitation of school facilities required for development of the area. These are area -wide
improvements which are required to permit development consistent with a residential land
use. Based on current City service requirements, the following series of backbone
improvements have been identified.
The District will fund construction, installation and rehabilitation of the following items
together with appurtenances and appurtenant work:
Parkway Landscaping
Includes soil preparation, finish grading, automatic irrigation, sodded turf, and ground covers
(rooted cuttings, shrubs and vines, and trees) for perimeter streets, the on -site collector
street, and entry monumentation.
On -Site Streets
Includes curb and gutter, local depression, sidewalk, drive approach, access ramp, grading,
asphalt concrete, aggregate base, and street signs for all interior streets, including internal
collector street.
165
Traffic Steals and Safety Lighting
Includes new traffic signalization for Ball Road at Sorrento Drive and Moody Street at
Sorrento Drive and modifications of existing traffic signals at Ball Road /Moody Street,
Orange Avenue /Moody Street and Ball Road /Denni Street required for development of the
area.
Sewer System
Includes vitrified clay pipe main lines and laterals and manholes in all on -site streets.
Storm Drain System
Includes RCP main lines and laterals, junction structures, manholes and catch basins in all
on -site streets.
School Facilities Fees
Anaheim High School District fees are to be used for rehabilitation of school facilities.
Incidentals and Fees
Drainage fees, design and engineering, along with the costs necessary to form the District
and sell bonds.
This description of the public capital facilities is general in nature. The final nature and
location of improvements and facilities will be determined upon the preparation of final
plans and specifications. The final plans and specifications may show substitutes in lieu of,
or modifications to, proposed work. Any such substitution shall not be a change or
modification in the proceedings as long as the facilities provide a service substantially similar
to that as set forth in this Report.
169
EXHIBIT C
COMMUNITY FACILITIES DISTRICT REPORT
COMMUNITY FACILITIES DISTRICT NO. 1
(Sorrento Homes)
City of Cypress
MELLO-ROOS COMMUNITY FACILITIES ACT OF 1982
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX
Introduction
The special tax to be levied upon each assessor's parcel in Community Facilities District No.
1 (Sorrento Homes) ( "CFD" or 'District ") of the City of Cypress shall be levied by the
District by application of the appropriate rate as described below.
All of the property in the CFD, unless exempt by law or by the provisions herein, shall be
taxed for the purposes, to the extent, and in the manner herein provided.
This Exhibit D conforms to the Rate and Method of Apportionment of Special Tax
contained in the Resolution of Intention adopted by the City Council and the ballot to be
voted on by the landowner, however, in the event of discrepancies between this Exhibit D
and Resolutions or the ballot, the resolutions and /or ballot will control.
Definitions
The terms used in this Exhibit have the following meaning:
"Acre" or "Acreage"
The area of a parcel as shown on an assessor parcel map, a recorded tract or
Parcel Map, or other recorded map, or as determined by the City Engineer.
"Alternate Maximum Special Tax Rate"
A tax that may be levied against the area of a parcel in the event that the
maximum special tax for developed and undeveloped property is insufficient.
170
"Amount of Annual Levy"
The amount necessary to pay interest and principal of the bonds, replenish
bond reserves, and to fund incidental and /or administrative expenses
previously incurred or estimated to be incurred in the current Fiscal Year.
The administrative expenses shall not exceed 520,000 a year escalating 3%
each year beginning Fiscal Year 1992 -93. The amount of the above shall be
reduced by any bond reserve earnings except those earnings that may be
required for rebate purposes.
"Bond Year"
The period beginning the day after a bond principal payment date and ending
with the following bond principal payment date.
"Developed Property"
Assessor Parcels in the CFD for which a subdivision map has been recorded
prior to March 1 of the preceding Fiscal Year for sale of residential or non-
residential lots.
"Exempt Property"
Parcels shown on the Vesting Tentative Tract Map 13228, that meet, or upon
final recordation will meet, one of the following conditions are exempt from
the annual levy of the special tax.
1. Property owned by a public agency or which is in public use (such as
streets, sewer easements, etc.)
2. Property which is an unmanned utility property
3. Property irrevocably dedicated to a public agency for a public use
4. Property designated as park or as open space
S. Other property which has no intrinsic value upon foreclosure, such as
sliver parcels at entries, monuments, landscaped parcels on a perimeter,
etc.
6. Property exempt by operation of law.
"Fiscal Year"
The period starting July 1 and ending the following June 30.
"Full Development"
1'71
Occurs when the last subdivision or parcel map is recorded to allow
construction of 671 units (or such adjusted number of units allowed by the
City of Cypress) within the CFD.
"Maximum Special Tax Rate"
The maximum tax rate that may be levied by the District in any Fiscal Year
for each class of Developed Property and Undeveloped Property.
"SFR"
A single family residence which is not attached to another residential unit.
"Taxable Property"
All property within the CFD which is not Exempt Property.
"Undeveloped Property"
All property within the CFD not classified as Developed Property or Exempt
Property.
'Zone A Lot"
A lot designated in the Sorrento Specific Plan and the Vesting Tentative Tract
Map 13228 as a minimum 5,000 square foot lot and shown on the District
Boundary Map as a part of Zone A.
"Zone B Lot"
A lot designated in the Sorrento Specific Plan and the Vesting Tentative Tract
Map 13228 as a minimum 6,000 square foot lot and shown on the District
Boundary Map as part of Zone B.
Maximum Special Tax Rate,
Undeveloped Property
The Maximum Special Tax Rate for Undeveloped Property shall be S20,000
per Acre per year as shown in Table 1.
3
Developed Property
The Maximum Special Tax Rate for Developed Property shall be the
Maximum Special Tax Rate as shown in Table 1 or, if the conditions of
paragraph 4, under Method of Apportionment of Special Tax apply, Alternate
Maximum Special Tax Rate of $0.4302 per parcel square foot. See the
Method of Apportionment of Special Tax for further detail.
Table 1
Maximum Special Tax Rate
Maximum
Special
Category Classification Tax Rate
0 Undeveloped per Acre S20,000
1 Developed per Zone A Lot 2,151
2 Developed per Zone B Lot 2,581
3 Exempt 0
Method of Apportionment of Special Tax
The District will determine the Amount of Annual Levy for the Fiscal Year to be collected
from Taxable Property in the CFD for that Fiscal Year. Such determination will begin with
the Fiscal Year following District formation.
The District will levy the special tax as follows:
1. All property will be classified as Developed Property, Undeveloped Property, or
Exempt according to the categories listed on Table 1 as of March 1 of the
preceding fiscal year.
2. The special tax shall be levied on each parcel of Developed Property at the
Maximum Special Tax Rate for Developed Property from Table 1.
1'7 3
3. The total of 2. shall be subtracted from the Amount of Annual Levy:
a. if the Amount of Annual Levy is less than the total of 2., then the special
tax on Developed Property shall be reduced, pro rata, to the Amount of
Annual Levy.
b. if the Amount of Annual Levy is more than the total of 2., then the special
tax shall be levied upon Undeveloped Property pro rata on an Acreage
basis, to the extent necessary, when added to the total of 2. to equal the
Amount of Annual Levy, but not to exceed the Maximum Special Tax
Rate for Undeveloped Property.
4. If the Maximum Special Tax Rates for Developed Property and Undeveloped
Property, when applied, produce an amount less than the Amount of Annual
Levy, then the Alternate Maximum Special Tax Rate shall be used in the
manner described below.
a. Determine the Alternate Maximum Special Tax for each parcel of
Developed and Undeveloped Property by multiplying the parcels' square
feet by the Alternate Maximum Special Tax Rate of $0.4302 per parcel
square foot.
b. Compare the sum of the Alternate Maximum Special Tax from a., to the
Amount of Annual Levy. If the Alternate Maximum Special Tax is greater
than the Amount of Annual Levy, reduce the Alternate Maximum Special
Tax per parcel, pro rata, on a parcel square footage basis, but not lower
than the Maximum Special Tax Rates shown in Table 1.
Discharge of Special Tax Obligation
Any owner of property subject to the special tax may discharge the special tax obligation in
full, partial discharge is not permitted, by making payment as follows:
1. Prior to Full Development of all parcels within the CFD:
a. Compute the present value of the remaining payments of special tax at the
average coupon rate of the outstanding bonds using the Maximum Special
Tax Rate for the parcel;
17 -3
b. To the result of a. add;
i) call premium as required in the bond instrument;
ii) interest on a. at the applicable bond rate for each year, if any, to
the next bond call date;
unpaid special taxes which have been entered on the assessor's roll;
iv) a $250 administrative fee; and
v) subtract the parcel's pro rata share of the bond reserve fund.
c. To the result of a. and b. subtract the interest earnings to be generated at
the reinvestment rate as determined by the District and from the discharge
date to the next bond call date.
2. After Full Development of all parcels within the CFD:
a. Divide the special tax of the parcel for the first Fiscal Year, for which the
special tax obligation is to be discharged, by the total special tax for all
parcels for the Fiscal Year.
b. Multiply the bond principal to be outstanding at the end of the current
bond year, by the quotient obtained in a.
c. To the result of b. add;
i) call premium as required in the bond instrument;
ii) interest on b. at the applicable bond rate for each year, if any, to
the next bond call date;
iii) unpaid special taxes which have been entered on the assessor's roll;
iv) a $250 administrative fee; and
v) subtract the parcel's pro rata share of the bond reserve fund.
d. To the result of b. and c., subtract the interest earnings to be generated
at the reinvestment rate as determined by the District and from the
discharge date to the next bond call date.
Manner of Collection
The special tax shall be collected in the same manner and at the same time as ordinary ad
valorem property taxes, provided, however, that the special tax may be collected at a
different time or in a different manner if necessary to meet its financial obligations. The
special tax shall be subject to the same penalties and procedures, sale and lien priority in
1/5
case of delinquency as is provided for ad valorem taxes. In the event of a delinquency, the
District will pursue foreclosure in a timely manner.
Review /Appeal Council
The District shall establish as part of its proceedings and administration of the special tax
a three- member Review /Appeal Council which shall consist of those persons currently
holding the positions of City Manager, Finance Director, and Director of Planning for the
City of Cypress. Any owner subject to the special tax who desires to protest the accuracy
of the amount of the special tax imposed on the owner's parcel may file a notice with the
Review /Appeal Council, appealing the amount of the special tax assigned to such parcel.
The Review /Appeal Council shall make determinations relative to the annual administration
of the special tax pursuant to this Rate and Method of Apportionment of the Special Tax
and of any owner appeals hereunder, as herein specified and shall perform the duties
specified in Sec. 53340.2 Gov., C.A., as amended. The annual roll of special tax levy
obligations shall be presented to the District and placed on the Consent Calendar of the
appropriate meeting for action by the District's governing body. Any owner of property
subject to the lien of the special tax may appeal the determination of the Review /Appeal
Council to the District's governing body.
176
EXHIBIT D
NOTICE OF PUBLIC HEARING
CITY OF CYPRESS
Community Facilities District No. 1 (Sorrento Homes)
Notice is hereby given that on , 1990, the
City Council of the City of Cypress adopted a Resolution
entitled "Resolution of the City Council of the City of
Cypress Declaring its Intention to Establish a Community
Facilities District and to Levy a Special Tax to Pay for
Certain Public Facilities in and for Proposed Community
Facilities District No. 1 (Sorrento Homes) ". Pursuant to the
Mello -Roos Community Facilities Act of 1982 (the "Act ") the
City Council of the City of Cypress hereby gives notice as
follows:
A. The text of said Resolution is as follows:
WHEREAS, a Petition requesting the institution of
proceedings for formation of a community facilities district
signed by the landowners within the proposed community
facilities district has been received and filed with the City
Clerk of the City of Cypress (the "City "); and
WHEREAS, the City Council of the City (the "City
Council ") has duly considered the advisability and necessity
of instituting proceedings to establish a community facilities
district under and pursuant to the terms and provisions of the
"Mello -Roos Community Facilities Act of 1982 ", as amended,
(the "Act "), being Chapter 2.5, Part 1, Division 2, Title 5 of
the Government Code of the State of California; and
WHEREAS, the City Council has adopted Resolution
No. on , 1990, wherein it received and
filed such petition; and
WHEREAS, the City Council has determined to institute
proceedings for the establishment of such community facilities
district, and has determined to set forth the boundaries of
the territory which is proposed for inclusion in such
community facilities district and to state the public
facilities to be provided in and for such community facilities
district, and has determined to set a date time and place for
a public hearing relating to the establishment of such
community facilities district and the levy of a special tax
therein to pay for such public facilities; and
WHEREAS, the City Council has determined it is
advisable to establish an appropriations limit, as defined by
Article XIIIB, Section 8(h) of the California Constitution,
for the community facility district;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF CYPRESS, AS FOLLOWS:
correct.
RES23452
Section 1. All of the above recitals are true and
-1-
177
Section 2. The Petition is hereby accepted and
proceedings are initiated pursuant to the authorization of
Sections 53316 and 53318 of the Act.
Section 3. It is the intention of the City Council to
and the City Council hereby proposes to establish a community
facilities district under and pursuant to the terms and
provisions of the Act, the boundaries of the territory
proposed for inclusion in such community facilities district
are more particularly described and shown on that certain map
entitled "Proposed Boundaries, Mello Roos Community Facilities
District No. 1 (Sorrento Homes) City of Cypress, County of
Orange, State of California" that has been filed with the City
Clerk of the City and a copy of which, together with a legal
description of such territory, is attached hereto as Exhibit A
and incorporated herein and made a part hereof. The City
Clerk is hereby authorized and directed to endorse the
Certificate on said map evidencing the date and adoption of
this resolution and is further authorized and directed to file
said map with the County Recorder of the County of Orange in
accordance with the provisions of Section 3111 of the
California Streets and Highways Code within 15 days of the
adoption of this resolution and not later than 15 days prior
to the date of the public hearing as set forth in Section 10
hereof.
Section 4. The communities facilities district
proposed to be established shall be known and designated as
"Community Facilities District No. 1" (Sorrento Homes) (the
"Community Facilities District ").
Section 5. It is the intention of the City Council to
order the funding, financing, construction, installation,
rehabilitation and acquisition of certain public facilities
and appurtenances including streets and highways, drainage
facilities, sewer facilities, traffic and safety lighting
facilities parkway landscaping improvements, and school
facilities, together with appurtenances and appurtenant work,
including equipment, real property and other tangible property
with an estimated useful life of five (5) years or longer to
serve properties within the Community Facilities District (the
"Facilities "), which are public facilities that the City or a
public agency is authorized by law to contribute revenue to or
to construct, own or operate. A description of the types of
Facilities to be funded, financed, constructed, installed,
rehabilitated or acquired is set forth in Exhibit B, attached
hereto and incorporated herein and made a part hereof. The
Facilities to be funded, financed, constructed, installed,
rehabilitated or acquired by or on behalf of the Community
Facilities District are necessary to meet present or increased
demand upon the City and other public agencies as a result of
development occurring within the boundaries of the Community
Facilities District. The cost of constructing, installing,
rehabilitating and acquiring the Facilities includes
incidental expenses consisting of the costs of planning and
designing the Facilities, including the costs of environmental
evaluations thereof, the cost of providing administrative and
consultant services, all costs associated with the
establishment of the Community Facilities District, the
issuance of bonds, the determination of the amount of any
special taxes to be levied, the cost of collecting any special
taxes, and costs otherwise incurred in order to carry out the
authorized purposes of the Community Facilities District,
RES23452
-2-
together with any other expenses incidental to the funding,
financing, construction, installation, rehabilitation,
acquisition, completion and inspection of the Facilities. The
description of the Facilities shown on Exhibit B is general in
nature. The final nature and location of the Facilities will
be determined upon the preparation of final plans and
specifications which may show substitutes in lieu of, or
modifications to, the proposed work. Any such substitution
shall not be deemed a change or modification of the Facilities
so long as the substitution provides a service substantially
similar to the Facilities shown on Exhibit B.
Section 6. It is the intention of the City Council
that, except where funds are otherwise available, a special
tax sufficient to pay for the Facilities, including the
payment of interest on and principal of bonds proposed to be
issued to finance the Facilities and the repayment of funds
advanced to the Community Facilities District, annual
administration expenses of the City and the Community
Facilities District in determining, apportioning, levying and
collecting such special taxes, secured by recordation of a
continuing lien against all non - exempt real property in the
Community Facilities District, will be levied annually on land
within the boundaries of the Community Facilities District.
The rate and method of apportionment of such proposed special
tax is set forth in Exhibit C, attached hereto and
incorporated herein and made a part hereof. Exhibit C
provides sufficient detail to allow each landowner or resident
within the Community Facilities District to estimate the
maximum amount that such person will have to pay for the
Facilities.
The special tax as apportioned to each parcel
pursuant to Exhibit C is apportioned on the basis of benefit
as determined by the City Council and as permitted by Section
53325.3 of the Act, and the apportionment of the special tax
is not on or based upon the value or ownership of real
property. In the event that property within the Community
Facilities District is acquired or dedicated to a public
agency subsequent to the date of formation of the Community
Facilities District the special tax on such property will be
released and such parcel will become exempt property under the
provisions of the rate and method of apportionment for the
Community Facilities District as to all future obligations to
pay the special tax imposed by the Community Facilities
District.
Section 7. It is the intention of the City Council,
pursuant to Section 53340 of the Act, to levy the proposed
special tax on property that is not otherwise exempt from the
proposed special tax and that is not acquired by a public
entity through a negotiated transaction, or by gift or devise.
Section 8. According to the Funding and Acquisition
Agreement by and between the owner of the lands proposed to be
included in the Community Facilities District (the "Owner ")
dated February 12, 1990 (the "Funding and Acquisition
Agreement "), the Owner deposited $100,000 as a proceedings
deposit with the City to compensate the City for all costs
incurred by the City in conducting proceedings for the
formation of the Community Facilities District and the
issuance of bonds (the "Proceedings Deposit "). Pursuant to
Section 53314.9 of the Act, it is the intention of the City
RES23452
-3-
179
that the Proceedings Deposit, subject to refund of any unused
portion, be reimbursed to the Owner as provided in the Funding
and Acquisition Agreement from the proceeds of bonds issued by
the Community Facilities District.
Section 9. Notice is given that on the 10th day of
September, 1990, at the hour of 7:30 o'clock p.m., in the City
Council Chambers, City of Cypress, a public hearing will be
held at which the City Council shall consider the
establishment of the Community Facilities District, the
proposed rate and method of apportionment of the special tax,
the proposed appropriations limit for the Community Facilities
District and all other matters as set forth in this Resolution
of Intention. At the above - mentioned time and place for such
public hearing, any persons interested, including all
taxpayers, property owners and registered voters within the
Community Facilities District, may appear and be heard, and
the testimony of all interested persons and taxpayers for or
against the establishment of the Community Facilities District
and the levy of the special tax, or the extent of the
Community Facilities District, or the funding, financing,
construction, installation, rehabilitation and acquisition of
Facilities or the establishment of an appropriations limit, or
any other matters set forth herein, will be heard and
considered.
Any protests may be made orally or in writing, except
that any protests pertaining to the regularity or sufficiency
of such proceedings shall be in writing and shall clearly set
forth the irregularities and defects to which the objection is
made. All written protests shall be filed with the City Clerk
on or before the time fixed for such public hearing, and any
written protest may be withdrawn in writing at any time before
the conclusion of such public hearing. If written protests
against the establishment of the Community Facilities District
are filed by fifty percent (50 %) or more of the registered
voters, or six (6) registered voters, whichever is greater,
residing within the Community Facilities District, or owners
of one -half (1/2) or more of the area of land proposed to be
included within the Community Facilities District, the
proceedings shall be abandoned. If said majority protest is
limited to certain types of facilities or certain provisions
of the special tax, those facilities or those provisions of
the tax must be eliminated by the City Council.
Section 10. If, following the public hearing described
herein, the City Council determines to establish the Community
Facilities District and proposes to levy a special tax within
the Community Facilities District, proposes to establish an
appropriations limit for the Community Facilities District,
the City Council shall then submit the levy of the special tax
to the qualified electors of the Community Facilities
District. If at least twelve (12) persons, who need not
necessarily be the same twelve (12) persons, have been
registered to vote within the territory of the Community
Facilities District for each of the ninety (90) days preceding
the close of the public hearing, the vote shall be by
registered voters of the Community Facilities District, with
each voter having one (1) vote. Otherwise, the vote shall be
a mail - ballot election, consistent with Section 53327.5 of the
Act, by the landowners of the Community Facilities District
who are owners of record at the close of the public hearing,
with each landowner having one (1) vote for each acre or
RES23452
-4-
1()
portion of an acre of land owned within the Community
Facilities District. The number of votes to be voted by a
particular landowner shall be specified on the ballot provided
to that landowner.
Section 11. The City Engineer and the Special Tax
Engineer, pursuant to Section 53321.5 of the Act, are hereby
directed, at or before the time of such public hearing, to
cause to be prepared and filed with the City Council a report
or reports which shall contain a brief description of the
Facilities by type which are required to adequately meet the
needs of the Community Facilities District, and an estimate of
the cost for providing the Facilities and an estimate of the
incidental expenses related thereto. Such report(s) shall
further contain any other material that is related to the
Facilities or the Community Facilities District, including a
proposed appropriations limit, and shall be made a part of the
record of the public hearing to be held to consider
establishing the Community Facilities District.
Section 12. In the opinion of the City Council, the
public interest will not be served by allowing the property
owners in the Community Facilities District to enter into a
contract pursuant to Section 53329.5(a) of the Act to do the
work to be financed under the Community Facilities District.
Section 13. Notice of the time and place of such public
hearing shall be given by the City Clerk in the following
manner: A Notice of Public Hearing required by Section 53322
of the Act in substantially the form of Exhibit D attached
hereto, shall be published in a newspaper of general
circulation published in the area of the proposed Community
Facilities District, such publication to be made pursuant to
Section 6061 of the Government Code, which publication shall
be completed at least seven (7) days prior to the date set for
such public hearing.
B. The time and place established in said Resolution for the
public hearing under the Act is September 10, 1990, at the
hour of 7:30 o'clock p.m., in the regular meeting place of the
City Council of the City of Cypress, 5275 Orange Avenue,
Cypress, California 90630.
C. At that time and place any person interested, including
persons owning property in the area of the proposed Community
Facilities District, will be heard upon the proposed Community
Facilities District.
Dated:
RES23452
/s/
City Clerk
-5-