HomeMy WebLinkAboutAgenda Report - August 5, 2015 G-03 PHAGENDA ITEM Gw3
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AGENDA TITLE: Public Hearing to Receive Input and Consider Adoption of a Resolution Calling an
Election to Submit to the Qualified Electors the Question of Levying a Special Tax
within the Area Proposed to be Annexed to Community Facilities District No. 2007-
1 (Public Services) (Annexation No. 2); and a Resolution Declaring the Results of
the Special Election and Ordering the Annexation of Territory to Community
Facilities District No. 2007-1 (Public Services) (Annexation No. 2); and Introduce
an Ordinance Levying and Apportioning the Special Tax in Territory Annexed to
Community Facilities District No. 2007-1 (Public Services) (Annexation No. 2)
MEETING DATE: August 5, 2015
PREPARED BY: Public Works Director
RECOMMENDED ACTION: Public Hearing to Receive Input and Consider Adoption of a
Resolution Calling an Election to Submit to the Qualified Electors the
Question of Levying a Special Tax within the Area Proposed to be
Annexed to Community Facilities District No. 2007-1 (Public Services) (Annexation No. 2); and a
Resolution Declaring the Results of the Special Election and Ordering the Annexation of Territory to
Community Facilities District No. 2007-1 (Public Services) (Annexation No. 2); and Introduce an
Ordinance Levying and Apportioning the Special Tax in Territory Annexed to Community Facilities District
No. 2007-1 (Public Services) (Annexation No. 2).
BACKGROUND INFORMATION: The resolutions, if adopted by the City Council, will culminate the
process to annex five parcels into the City of Lodi Community
Facilities District No. 2007-1 (Public Services) (CFD). The boundaries
of these parcels are shown in Attachment A and include parcels commonly known as the Sunwest
Cottages and The Villas at Sunwest. Approved tentative subdivision map conditions require the
landowners to cooperate in the annexation of those parcels into the CFD, the purpose of which is to offset
a portion of the new costs for public services resulting from new development.
The resolutions are provided as Attachment B that call for the annexation election and to declare the
election results. The uncodified ordinance is provided in Attachment C that levies and apportions the
special tax within the territory to be annexed.
The public services to be funded by the CFD are described below.
(a) Police protection services, including, but not limited to, criminal justice services. However,
criminal justice services shall be limited to providing services for jails, detention facilities, and
juvenile halls.
(b) Fire protection and suppression services, and ambulance and paramedic services.
(c) Maintenance of parks, parkways, and open space.
(d) Flood and storm protection services, including, but not limited to, the operation and
maintenance of storm drainage systems, and storm protection systems.
APPROVED.
en c uer, City Manager
KAWP\DEV_SERV\Community Facilities District 2007-1\CROI PH_annex2.doc 7/28/2015
Public Hearing to Receive Input and Consider Adoption of a Resolution Calling an Election to Submit to the Qualified Electors the Question of Levying a Special Tax
within the Area Proposed to be Annexed to Community Facilities District No. 2007-1 (Public Services) (Annexation No. 2); and a Resolution Declaring the Results of
the Special Election and Ordering the Annexation of Territory to Community Facilities District No. 2007-1 (Public Services) (Annexation No. 2); and Introduce an
Ordinance Levying and Apportioning the Special Tax in Territory Annexed to Community Facilities District No. 2007-1 (Public Services) (Annexation No. 2)
August 5, 2015
Page 2
(e) Services with respect to removal or remedial action for the cleanup of any hazardous
substance released or threatened to be released into the environment.
The special tax formula entitled "Rate, Method of Apportionment, and Manner of Collection of Special
Tax" is included in the resolution calling for the election contained in Attachment B. The special tax
provides for an annual tax of $500 for single-family units and $145.83 for multi -family units. Beginning
July 1, 2016 and each July 1 thereafter, the maximum special tax in effect in the prior fiscal year shall be
increased by two percent. Certain properties, such as governmental, commercial, industrial and
undeveloped property, are not subject to the special tax program. The special taxes may not be prepaid.
The special tax shall be levied in perpetuity.
The City Clerk will open the election and then present the results of landowner ballots after adoption of
the resolution calling for the election. Following this, the City Council will consider the resolution
declaring the results of the election. The ordinance levying and apportioning the special tax will then be
introduced.
FISCAL IMPACT: The public services and administration of the CFD shall be paid from the
special taxes collected within the CFD. The developer has agreed to
reimburse the City for all costs incurred in establishing the CFD. The
estimated annual revenues at buildout of these projects will amount to approximately $8,500.
FUNDING AVAILABLE: Not applicable.
F. Wally S deiin
Public Works Director
FWS/CS/tb
Attachments
K:\WP\DEV_SERV\Community Facilities District 2007-1\CROI PH_annex2.doc 7/28/2015
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Annexation Map No. 2
Community Facilities District No. 2007-1
(Public Services) City of Lodi/County of San Joaquin, CA
Sunwest Cottages and The Villas at Sunwest
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VICINITY MAP
FILED IN THE OFFICE OF THE CITY CLERK THIS DAY OF , 2015
JENNIFER FERRAIOLO, CITY CLERK, CITY OF LODI
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED BOUNDARIES OF
ANNEXATION NO. 2 TO COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES),
CITY OF LODI, COUNTY OF SAN JOAQUIN, STATE OF CALIFORNIA, WAS APPROVED BY THE
CITY COUNCIL OF THE CITY OF LODI AT A REGULAR MEETING THEREOF, HELD ON THE
> DAY OF 2015, BY IT'S RESOLUTION NO. 2015-
027-430-07 C� JENNIFER FERRAIOLO, CITY CLERK, CITY OF LODI
G FILED THIS DAY OF , 2015, AT THE HOUR OF O'CLOCK IN THE BOOK
OF MAPS OF ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS, PAGE _ IN THE
OFFICE OF THE COUNTY RECORDER IN THE COUNTY OF SAN JOAQUIN, STATE OF
1" — 150' CALIFORNIA.
KENNETH W. BLACKMORE, COUNTY RECORDER
COUNTY OF SAN JOAQUIN, STATE OF CALIFORNIA
REFERENCE IS MADE TO THAT AMENDED BOUNDARY MAP OF COMMUNITY FACILITIES
DISTRICT NO. 2007-1 (PUBLIC SERVICES) OF THE CITY OF LODI RECORDED WITH THE SAN
JOAQUIN COUNTY RECORDER'S OFFICE ON APRIL 19, 2007, IN BOOK 5, OF MAPS OF
Kettleman Ln. ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS, PAGE 13, AS DOCUMENT NO.
2007-076402.
THE LINES AND DIMENSIONS OF EACH LOT OR PARCEL SHOWN ON THIS DIAGRAM SHALL BE
THOSE LINES AND DIMENSIONS AS SHOWN ON THE SAN JOAQUIN COUNTY ASSESSORS
MAPS FOR THE PARCELS LISTED.
THE SAN JOAQUIN COUNTY ASSESSORS MAPS SHALL GOVERN FOR ALL DETAILS
CONCERNING THE LINES AND DIMENSIONS OF SUCH LOTS OR PARCELS.
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VICINITY MAP
FILED IN THE OFFICE OF THE CITY CLERK THIS DAY OF , 2015
JENNIFER FERRAIOLO, CITY CLERK, CITY OF LODI
I HEREBY CERTIFY THAT THE WITHIN MAP SHOWING PROPOSED BOUNDARIES OF
ANNEXATION NO. 2 TO COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES),
CITY OF LODI, COUNTY OF SAN JOAQUIN, STATE OF CALIFORNIA, WAS APPROVED BY THE
CITY COUNCIL OF THE CITY OF LODI AT A REGULAR MEETING THEREOF, HELD ON THE
> DAY OF 2015, BY IT'S RESOLUTION NO. 2015-
027-430-07 C� JENNIFER FERRAIOLO, CITY CLERK, CITY OF LODI
G FILED THIS DAY OF , 2015, AT THE HOUR OF O'CLOCK IN THE BOOK
OF MAPS OF ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS, PAGE _ IN THE
OFFICE OF THE COUNTY RECORDER IN THE COUNTY OF SAN JOAQUIN, STATE OF
1" — 150' CALIFORNIA.
KENNETH W. BLACKMORE, COUNTY RECORDER
COUNTY OF SAN JOAQUIN, STATE OF CALIFORNIA
REFERENCE IS MADE TO THAT AMENDED BOUNDARY MAP OF COMMUNITY FACILITIES
DISTRICT NO. 2007-1 (PUBLIC SERVICES) OF THE CITY OF LODI RECORDED WITH THE SAN
JOAQUIN COUNTY RECORDER'S OFFICE ON APRIL 19, 2007, IN BOOK 5, OF MAPS OF
Kettleman Ln. ASSESSMENT AND COMMUNITY FACILITIES DISTRICTS, PAGE 13, AS DOCUMENT NO.
2007-076402.
THE LINES AND DIMENSIONS OF EACH LOT OR PARCEL SHOWN ON THIS DIAGRAM SHALL BE
THOSE LINES AND DIMENSIONS AS SHOWN ON THE SAN JOAQUIN COUNTY ASSESSORS
MAPS FOR THE PARCELS LISTED.
THE SAN JOAQUIN COUNTY ASSESSORS MAPS SHALL GOVERN FOR ALL DETAILS
CONCERNING THE LINES AND DIMENSIONS OF SUCH LOTS OR PARCELS.
RESOLUTION NO. 2015-
A RESOLUTION OF THE LODI CITY COUNCIL
CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS
THE QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA
PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES
DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(ANNEXATION NO. 2)
WHEREAS, on April 4, 2007, the City Council (the "City Council") of the City of Lodi (the
"City"), approved Resolution No. 2007-59 establishing Community Facilities District No. 2007-1
(Public Services) (the "CFD") pursuant to 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, for the purpose of providing for the financing of certain public services (the
"Services") described in Exhibit A hereto; and
WHEREAS, at a special election held on April 11, 2007, more than two-thirds of the votes
cast were in favor of the levy of a special tax and the establishment of an appropriations limit, all as
determined by the City Council in Resolution No. 2007-82, duly adopted on May 2, 2007; and
WHEREAS, the City Council on June 17, 2015, duly adopted Resolution No. 2015-98 (the
"Resolution of Intention") declaring its intention to annex certain territory to the CFD and to levy a
special tax within that territory to pay for the Services and setting a public hearing on the proposed
annexation for August 5, 2015; and
WHEREAS, it is anticipated that the special tax proposed to be levied in the annexed
territory shall be the same as the lower tax proposed to be levied in the current CFD boundaries
currently being implemented under a separate proceeding; and
WHEREAS, the territory proposed to be annexed is identified in a map entitled "Annexation
Map No. 2 Community Facilities District No. 2007-1 (Public Services), City of Lodi, San Joaquin
County, State of California" a copy of which is on file with the City Clerk and will be recorded in the
office of the San Joaquin County Recorder; and
WHEREAS, the City Council convened a public hearing on Wednesday, August 5, 2015, at
7:00 p.m., at the regular meeting place of the City Council, Carnegie Forum, 305 W. Pine Street,
Lodi, California, at which hearing all persons interested, including all taxpayers, property owners
and registered voters within the CFD and the territory proposed to be annexed, were given an
opportunity to appear and be heard on the proposed annexation of territory to the CFD and the levy
of special taxes within the territory proposed to be annexed; and
WHEREAS, written protests have not been filed by fifty percent (50%) or more of the
registered voters residing within the CFD, or by fifty percent (50%) or more of the registered voters
residing within the territory to be annexed, or by the owners of one-half (1/2) or more of the area
within the CFD, or by the owners of one-half (1/2) or more of the territory to be annexed; and
WHEREAS, the City Council has determined that there are fewer than twelve registered
voters residing in the territory proposed to be annexed to the CFD and that the qualified electors in
such territory are the landowners; and
WHEREAS, on the basis of all of the foregoing, the City Council has determined to call an
election to authorize the annexation of territory to the CFD and the levying of a special tax as
described in Exhibit B hereto; and
WHEREAS, the City Council has received a written instrument from each landowner in the
territory proposed to be annexed to the CFD consenting to the shortening of election time
requirements, waiving analysis and arguments, and waiving all notice requirements relating to the
conduct of the election.
NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that:
Section 1. Recitals. All of the above recitals are true and correct, and the City Council
so finds and determines.
Section 2. Confirmation of Findings in Resolution of Intention. The City Council
reconfirms all of its findings and determinations as set forth in the Resolution of Intention.
Section 3. Finding Regarding Protests. The City Council finds and determines that
written protests to the proposed annexation of territory to the CFD and the levy of the special tax
within such territory are insufficient in number and in amount under the Act, and the City Council
hereby further orders and determines that all such protests are hereby overruled.
Section 4. Finding Regarding Prior Proceedings. The City Council finds and determines
that all prior proceedings had and taken by the City Council with respect to the annexation of
territory to the CFD are valid and in conformity with the requirements of the Act.
Section 5. Tax Lien. Upon recordation of an amended notice of special tax lien pursuant
to Sections 3117.5 and 3114.5 of the Streets and Highways Code, a continuing lien to secure each
levy of the special tax shall attach to all non-exempt real property in the territory proposed to be
annexed and this lien shall continue in force and effect until the collection of the tax is terminated by
the City Council.
Section 6. Call and Order of Election. The City Council hereby calls and orders a
special election to be held on Wednesday, August 5, 2015 ("election day"), at which election the
question of levying the special tax within the territory proposed to be annexed shall be submitted to
the qualified electors of the territory proposed to be annexed. The terms of the measure are
described in this Resolution. The abbreviated form of the statement of the ballot measure is set
forth in Exhibit C hereto and is incorporated herein by reference.
Section 7. Vote Required. If the proposition on the question of levying the special tax
within the territory proposed to be annexed receives the approval of more than two-thirds (2/3) of
the votes cast on the proposition, then the territory proposed to be annexed will be added to and
become part of the CFD with full legal effect and the City Council will be authorized to levy the
special tax within the annexed territory.
Section 8. Submission of Ballot Proposition. The City Council hereby submits to the
landowners within the territory proposed to be annexed to the CFD at the special election the ballot
proposition set forth in Section 6 of this resolution. The City Council hereby authorizes the City
Clerk to conduct the election.
Section 9. Conduct of Election. The special election shall be held and conducted, the
returns canvassed, and the results ascertained and determined, as herein provided:
(a) All owners of land within the territory proposed to be annexed to the CFD
upon the date of the special election shall be qualified to vote upon the measure submitted at the
special election. Each landowner shall have one vote for each acre or portion thereof that she, he,
or it owns within the territory proposed to be annexed to the CFD, as provided in Government Code
section 53326(b).
(b) Pursuant to Government Code section 53327, the special election shall be
conducted as a mailed ballot election, in accordance with the provisions of Sections 4100-4108 of
the Elections Code. There shall be no polling places for the special election.
(c) The City Clerk is authorized to mail to each landowner in the territory
proposed to be annexed to the CFD a ballot in the form set forth in Exhibit C hereto.
(d) Each voter desiring to vote in favor of the measure to levy a special tax shall
mark an "X" or a check mark in the voting square opposite the word "YES." To vote against the
measure, the voter shall mark an "X" or a check mark in the voting square opposite the word "NO."
(e) The City Clerk shall accept the ballots of the landowners up to five minutes
following the adoption of this resolution by the City Council. The City Clerk shall have available
ballots that may be marked at the City Clerk's office on the election day by voters. Once all qualified
electors have voted, the City Clerk may close the election.
(f) The City Clerk shall commence the canvass of the returns of the special
election as soon as the election is closed. At the conclusion of the canvass, the City Clerk shall
declare the results of the election.
(g) The City Council shall declare the results of the special election following the
completion of the canvass of the returns and shall cause to be inserted into its minutes a statement
of the results of the special election as ascertained by the canvass of the returns.
(h) The City Council ratifies the City Clerk's mailing of the ballots in advance of
the call of the election.
Section 10. General Authorization with Respect to the Election. The members of the City
Council, the City Clerk, and the other officers of the City are hereby authorized and directed,
individually and collectively, to do any and all things and to execute, deliver, and perform any and all
agreements and documents that they deem necessary or advisable in order to effectuate the
purposes of this Resolution. All actions heretofore taken by the officers and agents of the City that
are in conformity with the purposes and intent of this Resolution are hereby ratified, confirmed, and
approved in all respects.
Section 11. Accountability Measures. Pursuant to Section 50075.1 of the California
Government Code, the City has created a separate account into which the special tax proceeds
shall be deposited; and the City shall prepare a report, as required, pursuant to the requirements of
Section 53343.1.
Section 12. CEQA Compliance. The City Council hereby determines that the annexation
of territory to the CFD is not a project as defined under the provisions of the California
Environmental Quality Act ("C.E.Q.A.") pursuant to Section 15378 of the C.E.Q.A. guidelines and
directs the City staff to file a notice of exemption with San Joaquin County.
Section 13. Effective Date. This resolution shall take effect immediately upon its
passage.
Date: August 5, 2015
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I hereby certify that Resolution No. 2015- was passed and adopted by the Lodi City
Council in a regular meeting held August 5, 2015, by the following vote:
AYES: COUNCIL MEMBERS —
NOES: COUNCIL MEMBERS —
ABSENT: COUNCIL MEMBERS —
ABSTAIN: COUNCIL MEMBERS —
JENNIFER M. FERRAIOLO
City Clerk
2015-
EXHIBIT A
List of Authorized Services
(a) Police protection services, including, but not limited to, criminal justice services.
However, criminal justice services shall be limited to providing services for jails, detention facilities,
and juvenile halls.
(b) Fire protection and suppression services, and ambulance and paramedic services.
(c) Maintenance of parks, parkways, and open space.
(d) Flood and storm protection services, including, but not limited to, the operation and
maintenance of storm drainage systems, and sandstorm protection systems.
(e) Services with respect to removal or remedial action for the cleanup of any hazardous
substance released or threatened to be released into the environment.
(f) Incidental services associated with the creation of the District, determination of the
amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in order
to carry out the authorized purposes of the District.
EXHIBIT B
CITY OF LODI
COMMUNITY FACILITIES DISTRICT NO. 2007-1
(PUBLIC SERVICES
RATE AND METHOD OF APPORTIONMENT (RMA) OF SPECIAL TAX
A Special Tax applicable to each Assessor's Parcel in Community Facilities District (CFD) No.
2007-1 (Public Services) shall be levied and collected according to the tax liability determined by
the City Council acting in its capacity as the legislative body of CFD No. 2007-1, through the
application of the appropriate Special Tax rate, as described below. All of the property in the CFD,
unless exempted by law or by the provisions of Section E below, shall be taxed for the purposes, to
the extent, and in the manner herein provided, including property subsequently annexed to the CFD
unless a separate RMA is adopted for the annexation area.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Accessory Dwelling Unit" means a second residential unit of limited size (i.e., granny cottage,
second unit) that shares a Parcel with a Single Family Unit.
"Administrative Expenses" means any or all of the following: the expenses of the City in carrying
out its duties for the CFD, including, but not limited to, the levy and collection of the Special Tax, the
fees and expenses of its counsel, charges levied by the County, and all other costs and expenses
of the City in any way related to the establishment or administration of the CFD.
"Administrator" means the person(s) or firm designated by the City to administer the Special
Taxes according to this RMA.
"Assessor's Parcel" or "Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an
assigned Assessor's Parcel number.
"Assessor's Parcel Map" means an official map of the County Assessor designating parcels by
Assessor's Parcel number.
"Authorized Services" means the public services authorized to be funded by the CFD as set forth
in the documents adopted by the City Council when the CFD was formed.
"CFD No. 2007-1" or "CFD" means the City of Lodi Community Facilities District No. 2007-1
(Public Services).
"City" means the City of Lodi.
"City Council" means the City Council of the City of Lodi.
"County" means the County of San Joaquin.
"Fiscal Year" means the period starting on July 1 and ending on the following June 30.
"Maximum Special Tax" means the maximum Special Taxes determined in accordance with
Section C below that can be levied on Single Family Property and Multi -Family Property in any
Fiscal Year.
"Multi -Family Property" means, in any Fiscal Year, all Parcels in the CFD for which final building
permit inspections were conducted prior to January 1 of the preceding Fiscal Year, but not prior to
January 1, 2015, for construction of Multi -Family Units.
"Multi -Family Unit" means an individual residential unit within a structure with three or more
residential units that share a single Assessor's Parcel number, all of which are offered for rent to the
general public and cannot be purchased by individual homebuyers. Residential units located above
commercial establishments that are available exclusively for rent and cannot be purchased by
individual owners shall also be characterized as Multi -Family Units for purposes of this RMA.
"RMA" means this Rate and Method of Apportionment.
"Single Family Property" means, in any Fiscal Year, all Parcels in the CFD for which final building
permit inspections were conducted prior to January 1 of the preceding Fiscal Year, but not prior to
January 1, 2015, for construction of Single Family Units.
"Single Family Unit" means an individual single family detached residential unit or an individual
residential unit within a half-plex, duplex, triplex, fourplex, townhome, condominium, or other
structure with attached residential units that are available for sale to individual buyers, whether or
not such a unit is ultimately offered for rent by an individual buyer. For -sale residential units located
above commercial establishments shall also be categorized as Single Family Units for purposes of
this RMA.
"Special Tax" means any tax levied within the CFD to pay the Special Tax Requirement.
"Special Tax Requirement" means the amount of revenue needed in any Fiscal Year to pay for
the following: (i) Authorized Services, (ii) Administrative Expenses, and (iii) amounts needed to cure
any delinquencies in the payment of Special Taxes which have occurred or, based on delinquency
rates in prior years, may be expected to occur in the Fiscal Year in which the tax will be collected.
"Taxable Property" means both Single -Family Property and Multi -Family Property.
B. DATA FOR ANNUAL TAX LEVY
Each Fiscal Year, the Administrator shall identify the current Assessor's Parcel number for all
Parcels of Taxable Property within the CFD. The Administrator shall also determine the number of
Single -Family and Multi -Family Units built or to be built on each Parcel of Taxable Property by
referencing the building permit, condominium plan, apartment plan, site plan, or other development
plan for the property.
In any Fiscal Year, if it is determined that (i) a parcel or subdivision map for a portion of property in
the CFD was recorded after January 1 of the preceding Fiscal Year (or any other date after which
the Assessor will not incorporate the newly -created Parcels into the then current tax roll), (ii)
because of the date the parcel or subdivision map was recorded, the Assessor does not yet
recognize the new Parcels created by the parcel or subdivision map, and (iii) one or more of the
newly -created Parcels meets the definition of Taxable Property, the Administrator shall calculate the
Special Tax for the property affected by recordation of the parcel or subdivision map by determining
the Special Tax that applies separately to each Parcel of Taxable Property, then applying the sum
of the individual Special Taxes to the original Parcel that was subdivided by recordation of the
parcel or subdivision map.
C. MAXIMUM SPECIAL TAX
The Maximum Special Tax for all Parcels of Taxable Property within the CFD shall be $500 per
Single Family Unit and $145.83 per Multi Family Unit for Fiscal Year 2015-2016. Beginning
July 1, 2016 and each July 1 thereafter, the Maximum Special Tax in effect in the prior Fiscal Year
shall be increased by two percent (2%).
D. METHOD OF LEVY AND COLLECTION OF SPECIAL TAX
Each Fiscal Year, the Special Tax shall be levied proportionately on each Parcel of Taxable
Property in the CFD up to 100% of the Maximum Special Tax determined pursuant to Section C
above until the total amount levied is equal to the Special Tax Requirement for the Fiscal Year.
The Special Tax for the CFD shall be collected at the same time and in the same manner as
ordinary ad valorem property taxes provided, however, that the City may (under the authority of
Government Code Section 53340) collect Special Taxes at a different time or in a different manner
if necessary to meet CFD No. 2007-1 financial obligations, and the Special Tax shall be equally
subject to foreclosure if delinquent.
E. LIMITATIONS
Notwithstanding any other provision of this RMA, no Special Tax shall be levied on Parcels within
the CFD that are not Single Family Property or Multi -Family Property. Furthermore, Accessory
Dwelling Units shall not be counted in determining the Special Tax to be levied on the Parcels on
which such units are located.
F. INTERPRETATION OF SPECIAL TAX FORMULA
The City reserves the right to make minor administrative and technical changes to this document
that do not materially affect the rate and method of apportioning Special Taxes. In addition, the
interpretation and application of any section of this document shall be left to the City's discretion.
Interpretations may be made by the City by ordinance or resolution for purposes of clarifying any
vagueness or ambiguity in this RMA.
WN
EXHIBIT C
OFFICIAL BALLOT
SPECIAL TAX ELECTION
CITY OF LODI
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(August 5, 2015)
Number of votes entitled to cast:
INSTRUCTIONS TO VOTERS: To vote on the measure, mark an (X) or a check mark in the
voting square after the word "YES" or after the word "NO." All marks otherwise made are
forbidden. All distinguishing marks are forbidden and make the ballot void.
If you wrongly mark, tear or deface this ballot, return it to the City Clerk, 221 West Pine Street,
Lodi, California, 95240, to obtain another.
MEASURE SUBMITTED TO VOTE OF VOTERS
Ballot Measure: "Shall the City of Lodi Community Facilities
District No. 2007-1 (Public Services) be authorized to levy a special
tax for the purpose and at the rate and apportioned as described in YES: ❑
Exhibits A and B to Resolution No. 2015-98 adopted by the City
Council of the City of Lodi on June 17, 2015, which resolution is
incorporated herein by reference, within the territory identified on a
map entitled "Annexation Map No. 2 Community Facilities District NO: ❑
No. 2007-1 (Public Services), City of Lodi, San Joaquin County, State
of California?"
NOTE: This is a special landowner election. We request that you return this ballot to the City
Clerk, City of Lodi, to her office at 221 West Pine Street, Lodi, California 95240, by 4:00 p.m.
on Wednesday, August 5, 2015 and no later than five minutes following the City Council's
adoption of the Resolution Calling the Election on August 5, 2015.
C-1
RESOLUTION NO. 2015-
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING THE RESULTS OF THE SPECIAL ELECTION
HELD ON WEDNESDAY, AUGUST 5, 2015, AND ORDERING THE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(ANNEXATION NO. 2)
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WHEREAS, in proceedings heretofore conducted by the City Council (the "City Council") of
the City of Lodi (the "City"), pursuant to the Mello -Roos Community Facilities Act of 1982, as
amended (the "Act"), the City Council on August 5, 2015, adopted Resolution No. , which
resolution called a special election within the territory proposed to be annexed to the City's
Community Facilities District No. 2007-1 (Public Services) (the "CFD"); and
WHEREAS, pursuant to the terms of the resolution, the special election was held on
August 5, 2015, and the City Clerk has duly canvassed the returns of the election and has filed with
the City Council a statement of all votes cast at the election showing the whole number of votes
cast within such territory and the whole number of votes cast for and against the measure in such
territory and also filed, attached to the statement, her certificate as to the correctness of the
statement (the "Statement of Election Results"), a copy of which is attached hereto as Exhibit A.
NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that:
Section 1. Approval of Canvass. The canvass by the City Clerk, as shown by the
Statement of Election Results, is hereby ratified, confirmed, approved, and entered upon the
minutes of this meeting.
Section 2. Statement of the Measure. At the election, the following measure was
submitted to the qualified electors of the territory proposed to be annexed to the CFD and the
number of votes cast for and against the measure was as follows:
BALLOT MEASURE Total Votes
"Shall the City of Lodi Community Facilities District No. 2007-1 (Public YES: NO:
Services) be authorized to levy a special tax for the purpose and at
the rate and apportioned as described in Exhibits A and B to
Resolution No. 2015-98 adopted by the Lodi City Council on
June 17, 2015, which resolution is incorporated herein by reference,
within the territory identified on a map entitled "Annexation Map No. 2
Community Facilities District No. 2007-1 (Public Services), City of
Lodi, San Joaquin County, State of California?"
Section 3. Votes Cast. The total number of votes cast in the territory proposed to be
annexed to the CFD at the election was
Section 4. Measure Passed. More than two-thirds of all the votes cast at the election on
the measure were in favor of the measure and the measure passed.
Section 5. Validity of Procedures. The City Council herebyfinds and determines that all
prior proceedings and actions taken by the City Council pursuant to the Act were and are valid and
in conformity with the Act.
Section 6. Order of Annexation. The City Council hereby determines and orders that the
territory proposed to be annexed to the CFD is added to and part of the CFD with full legal effect.
Section 7. Amendment to Notice of Special Tax Lien. The City Clerk is hereby directed
to record an amendment to the Notice of Special Tax Lien with the San Joaquin County Recorder,
in accordance with the provisions of Sections 3114.5 and 3117.5 of the California Streets and
Highways Code within fifteen (15) days of the adoption of this resolution.
Date: August 5, 2015
I hereby certify that Resolution No. 2015- was passed and adopted by the Lodi City
Council in a regular meeting held August 5, 2015, by the following vote:
AYES: COUNCIL MEMBERS —
NOES: COUNCIL MEMBERS —
ABSENT: COUNCIL MEMBERS —
ABSTAIN: COUNCIL MEMBERS —
JENNIFER M. FERRAIOLO
City Clerk
2015-
W
EXHIBIT A
STATEMENT OF ELECTION RESULTS
I, Jennifer M. Ferraiolo, City Clerk of the City of Lodi (the "City"), hereby certify that:
1. On August 5, 2015, at 305 West Pine Street, Lodi, California, I canvassed the returns
of the election called for August 5, 2015, in the territory proposed to be annexed to Community
Facilities District No. 2007-1 (Public Services) on the following measure:
"Shall the City of Lodi Community Facilities District No. 2007-1
(Public Services) be authorized to levy a special tax for the purpose
and at the rate and apportioned as described in Exhibits A and B to
Resolution No. 2015-98 adopted by the City Council of the City of
Lodi on June 17, 2015, which resolution is incorporated herein by
reference, within the territory identified on a map entitled
"Annexation Map No. 2 Community Facilities District No. 2007-1
(Public Services), City of Lodi, San Joaquin County, State of
California?"
2. The total number of qualified landowner votes eligible to be cast, the total number of
votes actually cast at the election, and the total number of votes cast for and against the measure are
set forth below. The totals as shown for and against the measure are full, true, and correct. More
than two-thirds of all the votes cast at the election on the measure were in favor of the measure and
the measure passed.
Qualified
Landowner
Votes
Votes Cast
YES
NO
2
Dated: August 5, 2015
Jennifer M. Ferraiolo, City Clerk
A-1
RESOLUTION NO. 2015-133
A RESOLUTION OF THE LODI CITY COUNCIL
CALLING AN ELECTION TO SUBMIT TO THE QUALIFIED ELECTORS
THE QUESTION OF LEVYING A SPECIAL TAX WITHIN THE AREA
PROPOSED TO BE ANNEXED TO COMMUNITY FACILITIES
DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(ANNEXATION NO. 2)
WHEREAS, on April 4, 2007, the City Council (the "City Council") of the City of Lodi (the
"City"), approved Resolution No. 2007-59 establishing Community Facilities District No. 2007-1
(Public Services) (the "CFD") pursuant to 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, for the purpose of providing for the financing of certain public services (the
"Services") described in Exhibit A hereto; and
WHEREAS, at a special election held on April 11, 2007, more than two-thirds of the votes
cast were in favor of the levy of a special tax and the establishment of an appropriations limit, all as
determined by the City Council in Resolution No. 2007-82, duly adopted on May 2, 2007; and
WHEREAS, the City Council on June 17, 2015, duly adopted Resolution No. 2015-98 (the
"Resolution of Intention") declaring its intention to annex certain territory to the CFD and to levy a
special tax within that territory to pay for the Services and setting a public hearing on the proposed
annexation for August 5, 2015; and
WHEREAS, it is anticipated that the special tax proposed to be levied in the annexed
territory shall be the same as the lower tax proposed to be levied in the current CFD boundaries
currently being implemented under a separate proceeding; and
WHEREAS, the territory proposed to be annexed is identified in a map entitled "Annexation
Map No. 2 Community Facilities District No. 2007-1 (Public Services), City of Lodi, San Joaquin
County, State of California" a copy of which is on file with the City Clerk and will be recorded in the
office of the San Joaquin County Recorder; and
WHEREAS, the City Council convened a public hearing on Wednesday, August 5, 2015, at
7:00 p.m., at the regular meeting place of the City Council, Carnegie Forum, 305 W. Pine Street,
Lodi, California, at which hearing all persons interested, including all taxpayers, property owners
and registered voters within the CFD and the territory proposed to be annexed, were given an
opportunity to appear and be heard on the proposed annexation of territory to the CFD and the levy
of special taxes within the territory proposed to be annexed; and
WHEREAS, written protests have not been filed by fifty percent (50%) or more of the
registered voters residing within the CFD, or by fifty percent (50%) or more of the registered voters
residing within the territory to be annexed, or by the owners of one-half (1/2) or more of the area
within the CFD, or by the owners of one-half (1/2) or more of the territory to be annexed; and
WHEREAS, the City Council has determined that there are fewer than twelve registered
voters residing in the territory proposed to be annexed to the CFD and that the qualified electors in
such territory are the landowners; and
WHEREAS, on the basis of all of the foregoing, the City Council has determined to call an
election to authorize the annexation of territory to the CFD and the levying of a special tax as
described in Exhibit B hereto; and
WHEREAS, the City Council has received a written instrument from each landowner in the
territory proposed to be annexed to the CFD consenting to the shortening of election time
requirements, waiving analysis and arguments, and waiving all notice requirements relating to the
conduct of the election.
NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that:
Section 1. Recitals. All of the above recitals are true and correct, and the City Council
so finds and determines.
Section 2. Confirmation of Findings in Resolution of Intention. The City Council
reconfirms all of its findings and determinations as set forth in the Resolution of Intention.
Section 3. Eindinq Regarding Protests. The City Council finds and determines that
written protests to the proposed annexation of territory to the CFD and the levy of the special tax
within such territory are insufficient in number and in amount under the Act, and the City Council
hereby further orders and determines that all such protests are hereby overruled.
Section 4. Finding Regarding Prior Proceedings. The City Council finds and determines
that all prior proceedings had and taken by the City Council with respect to the annexation of
territory to the CFD are valid and in conformity with the requirements of the Act.
Section 5. Tax Lien. Upon recordation of an amended notice of special tax lien pursuant
to Sections 3117.5 and 3114.5 of the Streets and Highways Code, a continuing lien to secure each
levy of the special tax shall attach to all non-exempt real property in the territory proposed to be
annexed and this lien shall continue in force and effect until the collection of the tax is terminated by
the City Council.
Section 6. Call and Order of Election. The City Council hereby calls and orders a
special election to be held on Wednesday, August 5, 2015 ("election day"), at which election the
question of levying the special tax within the territory proposed to be annexed shall be submitted to
the qualified electors of the territory proposed to be annexed. The terms of the measure are
described in this Resolution. The abbreviated form of the statement of the ballot measure is set
forth in Exhibit C hereto and is incorporated herein by reference.
Section 7. Vote Required. If the proposition on the question of levying the special tax
within the territory proposed to be annexed receives the approval of more than two-thirds (2/3) of
the votes cast on the proposition, then the territory proposed to be annexed will be added to and
become part of the CFD with full legal effect and the City Council will be authorized to levy the
special tax within the annexed territory.
Section 8. Submission of Ballot Proposition. The City Council hereby submits to the
landowners within the territory proposed to be annexed to the CFD at the special election the ballot
proposition set forth in Section 6 of this resolution. The City Council hereby authorizes the City
Clerk to conduct the election.
Section 9. Conduct of Election. The special election shall be held and conducted, the
returns canvassed, and the results ascertained and determined, as herein provided:
(a) All owners of land within the territory proposed to be annexed to the CFD
upon the date of the special election shall be qualified to vote upon the measure submitted at the
special election. Each landowner shall have one vote for each acre or portion thereof that she, he,
or it owns within the territory proposed to be annexed to the CFD, as provided in Government Code
section 53326(b).
(b) Pursuant to Government Code section 53327, the special election shall be
conducted as a mailed ballot election, in accordance with the provisions of Sections 4100-4108 of
the Elections Code. There shall be no polling places for the special election.
(c) The City Clerk is authorized to mail to each landowner in the territory
proposed to be annexed to the CFD a ballot in the form set forth in Exhibit C hereto.
(d) Each voter desiring to vote in favor of the measure to levy a special tax shall
mark an "X" or a check mark in the voting square opposite the word "YES." To vote against the
measure, the voter shall mark an "X" or a check mark in the voting square opposite the word "NO."
(e) The City Clerk shall accept the ballots of the landowners up to five minutes
following the adoption of this resolution by the City Council. The City Clerk shall have available
ballots that may be marked at the City Clerk's office on the election day by voters. Once all qualified
electors have voted, the City Clerk may close the election.
(f) The City Clerk shall commence the canvass of the returns of the special
election as soon as the election is closed. At the conclusion of the canvass, the City Clerk shall
declare the results of the election.
(g) The City Council shall declare the results of the special election following the
completion of the canvass of the returns and shall cause to be inserted into its minutes a statement
of the results of the special election as ascertained by the canvass of the returns.
(h) The City Council ratifies the City Clerk's mailing of the ballots in advance of
the call of the election.
Section 10. General Authorization with Respect to the Election. The members of the City
Council, the City Clerk, and the other officers of the City are hereby authorized and directed,
individually and collectively, to do any and all things and to execute, deliver, and perform any and all
agreements and documents that they deem necessary or advisable in order to effectuate the
purposes of this Resolution. All actions heretofore taken by the officers and agents of the City that
are in conformity with the purposes and intent of this Resolution are hereby ratified, confirmed, and
approved in all respects.
Section 11. Accountability Measures. Pursuant to Section 50075.1 of the California
Government Code, the City has created a separate account into which the special tax proceeds
shall be deposited; and the City shall prepare a report, as required, pursuant to the requirements of
Section 53343.1.
Section 12. CEQA Compliangg. The City Council hereby determines that the annexation
of territory to the CFD is not a project as defined under the provisions of the California
Environmental Quality Act ("C.E.Q.A.") pursuant to Section 15378 of the C.E.Q.A. guidelines and
directs the City staff to file a notice of exemption with San Joaquin County.
Section 13. Effective Date. This resolution shall take effect immediately upon its
passage.
Date: August 5, 2015
I hereby certify that Resolution No. 2015-133 was passed and adopted by the Lodi City
Council in a regular meeting held August 5, 2015, by the following vote:
AYES: COUNCIL MEMBERS — Chandler, Kuehne, Mounce, and Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Mayor Johnson
ABSTAIN: COUNCIL MEMBERS — None
NIFER FERRAIOLO
City Clerk
2015-133
EXHIBIT A
List of Authorized Services
(a) Police protection services, including, but not limited to, criminal justice services.
However, criminal justice services shall be limited to providing services for jails, detention facilities,
and juvenile halls.
(b) Fire protection and suppression services, and ambulance and paramedic services.
(c) Maintenance of parks, parkways, and open space.
(d) Flood and storm protection services, including, but not limited to, the operation and
maintenance of storm drainage systems, and sandstorm protection systems.
(e) Services with respect to removal or remedial action for the cleanup of any hazardous
substance released or threatened to be released into the environment.
(f) Incidental services associated with the creation of the District, determination of the
amount of special taxes, collection or payment of special taxes, or costs otherwise incurred in order
to carry out the authorized purposes of the District.
EXHIBIT B
CITY OF LODI
COMMUNITY FACILITIES DISTRICT NO. 2007-1
(PUBLIC SERVICES
RATE AND METHOD OF APPORTIONMENT (RMA) OF SPECIAL TAX
A Special Tax applicable to each Assessor's Parcel in Community Facilities District (CFD) No.
2007-1 (Public Services) shall be levied and collected according to the tax liability determined by
the City Council acting in its capacity as the legislative body of CFD No. 2007-1, through the
application of the appropriate Special Tax rate, as described below. All of the property in the CFD,
unless exempted by law or by the provisions of Section E below, shall be taxed for the purposes, to
the extent, and in the manner herein provided, including property subsequently annexed to the CFD
unless a separate RMA is adopted for the annexation area.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Accessory Dwelling Unit" means a second residential unit of limited size (i.e., granny cottage,
second unit) that shares a Parcel with a Single Family Unit.
"Administrative Expenses" means any or all of the following: the expenses of the City in carrying
out its duties for the CFD, including, but not limited to, the levy and collection of the Special Tax, the
fees and expenses of its counsel, charges levied by the County, and all other costs and expenses
of the City in any way related to the establishment or administration of the CFD.
"Administrator" means the person(s) or firm designated by the City to administer the Special
Taxes according to this RMA.
"Assessor's Parcel" or "Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an
assigned Assessor's Parcel number.
"Assessor's Parcel Map" means an official map of the County Assessor designating parcels by
Assessor's Parcel number.
"Authorized Services" means the public services authorized to be funded by the CFD as set forth
in the documents adopted by the City Council when the CFD was formed.
"CFD No. 2007-1" or "CFD" means the City of Lodi Community Facilities District No. 2007-1
(Public Services).
"City" means the City of Lodi.
"City Council" means the City Council of the City of Lodi.
"County" means the County of San Joaquin.
"Fiscal Year" means the period starting on July 1 and ending on the following June 30.
"Maximum Special Tax" means the maximum Special Taxes determined in accordance with
Section C below that can be levied on Single Family Property and Multi -Family Property in any
Fiscal Year.
"Multi -Family Property" means, in any Fiscal Year, all Parcels in the CFD for which final building
permit inspections were conducted prior to January 1 of the preceding Fiscal Year, but not prior to
January 1, 2015, for construction of Multi -Family Units.
"Multi -Family Unit" means an individual residential unit within a structure with three or more
residential units that share a single Assessor's Parcel number, all of which are offered for rent to the
general public and cannot be purchased by individual homebuyers. Residential units located above
commercial establishments that are available exclusively for rent and cannot be purchased by
individual owners shall also be characterized as Multi -Family Units for purposes of this RMA.
"RMA" means this Rate and Method of Apportionment.
"Single Family Property" means, in any Fiscal Year, all Parcels in the CFD for which final building
permit inspections were conducted prior to January 1 of the preceding Fiscal Year, but not prior to
January 1, 2015, for construction of Single Family Units.
"Single Family Unit" means an individual single family detached residential unit or an individual
residential unit within a half-plex, duplex, triplex, fourplex, townhome, condominium, or other
structure with attached residential units that are available for sale to individual buyers, whether or
not such a unit is ultimately offered for rent by an individual buyer. For -sale residential units located
above commercial establishments shall also be categorized as Single Family Units for purposes of
this RMA.
"Special Tax" means any tax levied within the CFD to pay the Special Tax Requirement.
"Special Tax Requirement" means the amount of revenue needed in any Fiscal Year to pay for
the following: (i) Authorized Services, (ii) Administrative Expenses, and (iii) amounts needed to cure
any delinquencies in the payment of Special Taxes which have occurred or, based on delinquency
rates in prior years, may be expected to occur in the Fiscal Year in which the tax will be collected.
"Taxable Property" means both Single -Family Property and Multi -Family Property.
B. DATA FOR ANNUAL TAX LEVY
Each Fiscal Year, the Administrator shall identify the current Assessor's Parcel number for all
Parcels of Taxable Property within the CFD. The Administrator shall also determine the number of
Single -Family and Multi -Family Units built or to be built on each Parcel of Taxable Property by
referencing the building permit, condominium plan, apartment plan, site plan, or other development
plan for the property.
In any Fiscal Year, if it is determined that (i) a parcel or subdivision map for a portion of property in
the CFD was recorded after January 1 of the preceding Fiscal Year (or any other date after which
the Assessor will not incorporate the newly -created Parcels into the then current tax roll), (ii)
because of the date the parcel or subdivision map was recorded, the Assessor does not yet
recognize the new Parcels created by the parcel or subdivision map, and (iii) one or more of the
newly -created Parcels meets the definition of Taxable Property, the Administrator shall calculate the
Special Tax for the property affected by recordation of the parcel or subdivision map by determining
the Special Tax that applies separately to each Parcel of Taxable Property, then applying the sum
of the individual Special Taxes to the original Parcel that was subdivided by recordation of the
parcel or subdivision map.
C. MAXIMUM SPECIAL TAX
The Maximum Special Tax for all Parcels of Taxable Property within the CFD shall be $500 per
Single Family Unit and $145.83 per Multi Family Unit for Fiscal Year 2015-2016. Beginning
July 1, 2016 and each July 1 thereafter, the Maximum Special Tax in effect in the prior Fiscal Year
shall be increased by two percent (2%).
D. METHOD OF LEVY AND COLLECTION OF SPECIAL TAX
Each Fiscal Year, the Special Tax shall be levied proportionately on each Parcel of Taxable
Property in the CFD up to 100% of the Maximum Special Tax determined pursuant to Section C
above until the total amount levied is equal to the Special Tax Requirement for the Fiscal Year.
The Special Tax for the CFD shall be collected at the same time and in the same manner as
ordinary ad valorem property taxes provided, however, that the City may (under the authority of
Government Code Section 53340) collect Special Taxes at a different time or in a different manner
if necessary to meet CFD No. 2007-1 financial obligations, and the Special Tax shall be equally
subject to foreclosure if delinquent.
E. LIMITATIONS
Notwithstanding any other provision of this RMA, no Special Tax shall be levied on Parcels within
the CFD that are not Single Family Property or Multi -Family Property. Furthermore, Accessory
Dwelling Units shall not be counted in determining the Special Tax to be levied on the Parcels on
which such units are located.
F. INTERPRETATION OF SPECIAL TAX FORMULA
The City reserves the right to make minor administrative and technical changes to this document
that do not materially affect the rate and method of apportioning Special Taxes. In addition, the
interpretation and application of any section of this document shall be left to the City's discretion.
Interpretations may be made by the City by ordinance or resolution for purposes of clarifying any
vagueness or ambiguity in this RMA.
WN
EXHIBIT C
OFFICIAL BALLOT
SPECIAL TAX ELECTION
CITY OF LODI
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(August 5, 2015)
Number of votes entitled to cast:
INSTRUCTIONS TO VOTERS: To vote on the measure, mark an (X) or a check mark in the
voting square after the word "YES" or after the word "NO." All marks otherwise made are
forbidden. All distinguishing marks are forbidden and make the ballot void.
If you wrongly mark, tear or deface this ballot, return it to the City Clerk, 221 West Pine Street,
Lodi, California, 95240, to obtain another.
MEASURE SUBMITTED TO VOTE OF VOTERS
Ballot Measure: "Shall the City of Lodi Community Facilities
District No. 2007-1 (Public Services) be authorized to levy a special
tax for the purpose and at the rate and apportioned as described in YES: ❑
Exhibits A and B to Resolution No. 2015-98 adopted by the City
Council of the City of Lodi on June 17, 2015, which resolution is
incorporated herein by reference, within the territory identified on a
map entitled "Annexation Map No. 2 Community Facilities District NO: ❑
No. 2007-1 (Public Services), City of Lodi, San Joaquin County, State
of California?"
NOTE: This is a special landowner election. We request that you return this ballot to the City
Clerk, City of Lodi, to her office at 221 West Pine Street, Lodi, California 95240, by 4:00 p.m.
on Wednesday, August 5, 2015 and no later than five minutes following the City Council's
adoption of the Resolution Calling the Election on August 5, 2015.
C-1
RESOLUTION NO. 2015-134
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING THE RESULTS OF THE SPECIAL ELECTION
HELD ON WEDNESDAY, AUGUST 5, 2015, AND ORDERING THE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(ANNEXATION NO. 2)
WHEREAS, in proceedings heretofore conducted by the City Council (the "City Council") of
the City of Lodi (the "City"), pursuant to the Mello -Roos Community Facilities Act of 1982, as
amended (the "Act"), the City Council on August 5, 2015, adopted Resolution No. 2015-133 which
resolution called a special election within the territory proposed to be annexed to the City's
Community Facilities District No. 2007-1 (Public Services) (the "CFD"); and
WHEREAS, pursuant to the terms of the resolution, the special election was held on
August 5, 2015, and the City Clerk has duly canvassed the returns of the election and has filed with
the City Council a statement of all votes cast at the election showing the whole number of votes
cast within such territory and the whole number of votes cast for and against the measure in such
territory and also filed, attached to the statement, her certificate as to the correctness of the
statement (the "Statement of Election Results"), a copy of which is attached hereto as Exhibit A.
NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that:
Section 1. Approval of Canvass. The canvass by the City Clerk, as shown by the
Statement of Election Results, is hereby ratified, confirmed, approved, and entered upon the
minutes of this meeting.
Section 2. Statement of the Measure. At the election, the following measure was
submitted to the qualified electors of the territory proposed to be annexed to the CFD and the
number of votes cast for and against the measure was as follows:
BALLOT MEASURE Total Votes
"Shall the City of Lodi Community Facilities District No. 2007-1 (Public YES: NO:
Services) be authorized to levy a special tax for the purpose and at
the rate and apportioned as described in Exhibits A and B to 2 0
Resolution No. 2015-98 adopted by the Lodi City Council on
June 17, 2015, which resolution is incorporated herein by reference,
within the territory identified on a map entitled "Annexation Map No. 2
Community Facilities District No. 2007-1 (Public Services), City of
Lodi, San Joaquin County, State of California?"
Section 3. Votes Cast. The total number of votes cast in the territory proposed to be
annexed to the CFD at the election was two.
Section 4. Measure Passed. More than two-thirds of all the votes cast at the election on
the measure were in favor of the measure and the measure passed.
Section 5. Validity of Procedures. The City Council hereby finds and determines that all
prior proceedings and actions taken by the City Council pursuant to the Act were and are valid and
in conformity with the Act.
Section 6. Order of Annexation. The City Council hereby determines and orders that the
territory proposed to be annexed to the CFD is added to and part of the CFD with full legal effect.
Section 7. Amendment to Notice of Special Tax Lien. The City Clerk is hereby directed
to record an amendment to the Notice of Special Tax Lien with the San Joaquin County Recorder,
in accordance with the provisions of Sections 3114.5 and 3117.5 of the California Streets and
Highways Code within fifteen (15) days of the adoption of this resolution.
Date: August 5, 2015
------------------
------------------
I hereby certify that Resolution No. 2015-134 was passed and adopted by the Lodi City
Council in a regular meeting held August 5, 2015, by the following vote:
AYES: COUNCIL MEMBERS — Chandler, Kuehne, Mounce, and Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Mayor Johnson
ABSTAIN: COUNCIL MEMBERS — None
NNIFER IF IOLO
City Clerk
2015-134
2
EXHIBIT A
STATEMENT OF ELECTION RESULTS
I, Jennifer M. Ferraiolo, City Clerk of the City of Lodi (the "City"), hereby certify that:
1. On August 5, 2015, at 305 West Pine Street, Lodi, California, I canvassed the returns
of the election called for August 5, 2015, in the territory proposed to be annexed to Community
Facilities District No. 2007-1 (Public Services) on the following measure:
"Shall the City of Lodi Community Facilities District No. 2007-1
(Public Services) be authorized to levy a special tax for the purpose
and at the rate and apportioned as described in Exhibits A and B to
Resolution No. 2015-98 adopted by the City Council of the City of
Lodi on June 17, 2015, which resolution is incorporated herein by
reference, within the territory identified on a map entitled
"Annexation Map No. 2 Community Facilities District No. 2007-1
(Public Services), City of Lodi, San Joaquin County, State of
California?"
2. The total number of qualified landowner votes eligible to be cast, the total number of
votes actually cast at the election, and the total number of votes cast for and against the measure are
set forth below. The totals as shown for and against the measure are full, true, and correct. More
than two-thirds of all the votes cast at the election on the measure were in favor of the measure and
the measure passed.
Qualified
Landowner
Votes
Votes Cast
YES
NO
2
2
2
0
Dated: August 5, 2015
J fifer M. F aiolo, City Clerk
A-1
ORDINANCE NO.
AN ORDINANCE OF THE LODI CITY COUNCIL LEVYING AND
APPORTIONING THE SPECIAL TAX IN TERRITORY ANNEXED TO
COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(ANNEXATION NO. 2)
WHEREAS, the City Council of the City of Lodi (the "City Council") has established Community
Facilities District No. 2007-1 (Public Services) (the "CFD") pursuant to Resolution No. 2007-59 (the
"Resolution of Formation"), duly adopted on April 4, 2007, for the purpose of providing for the financing
of certain public services in and for the CFD; and
WHEREAS, the City Council duly adopted Resolution No. (the "Resolution") on
August 5, 2015, wherein the City Council submitted the question of levying a special tax in territory
proposed to be annexed to the CFD at the rate and according to the method of apportionment described
therein; and
WHEREAS, at an election held in the territory proposed to be annexed to the CFD on
August 5, 2015, the qualified electors of such territory authorized the levy of the special tax described in
the Resolution; and
WHEREAS, the City Council duly adopted Resolution No. on August 5, 2015, wherein the
City Council determined that the territory proposed to be annexed was added to the CFD (such territory
being referred to herein as "Annexation No. 2").
NOW, THEREFORE, BE IT ENACTED by the City Council of the City of Lodi:
Section 1. Recitals. The foregoing recitals are true and correct.
Section 2. Levy of Special Tax. Pursuant to Section 53340 of the California Government
Code, the special tax is hereby levied for fiscal year 2015-16 at the maximum rates and apportioned in
the manner specified in the Resolution.
Section 3. Collection of Special Tax. Pursuant to Section 53340 of the California
Government Code and the Resolution, 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 procedure, sale, and lien
priority in case of delinquency as is provided for ad valorem taxes; provided, however, that the City may
directly bill the special tax, may collect special taxes at a different time or in a different manner if
necessary to meet the financial obligations of the CFD or as otherwise determined appropriate by the
City.
Section 4. Claims for Refund. Claims for refund of the tax shall comply with the following
and any additional procedures as established by the City Council:
(a) All claims shall be filed, in writing, with the City Treasurer during the Fiscal Year
in which the error is believed to have occurred. The claimant shall file the claim within this time
period and the claim shall be finally acted upon by the City Council as a prerequisite to bringing
suit thereon.
(b) Pursuant to Government Code section 935(b), the claim shall be subject to the
provisions of Government Code sections 945.6 and 946.
(c) The City Council shall act on a timely claim within the time period required by
Government Code section 912.4.
(d) The procedure described in this ordinance, and any additional procedures
established by the City Council, shall be the exclusive claims procedure for claimants seeking a
refund of the tax. The decision of the City Council shall be final.
Section 6. No Mandatory Duty of Care. This ordinance is not intended to and shall not be
construed or given effect in a manner that imposes upon the City or any officer or employee thereof a
mandatory duty of care towards persons and property within or without the City, so as to provide a basis
of civil liability for damages, except as otherwise imposed by law.
Section 6. Severability. If any provision of this ordinance or the application thereof to any
person or circumstances is held invalid, such invalidity shall not affect other provisions or applications of
the ordinance which can be given effect without the invalid provision or application, and to this end the
provisions of this ordinance are severable. This City Council hereby declares that it would have adopted
this ordinance irrespective of the invalidity of any particular portion thereof and intends that the invalid
portions should be severed and the balance of the ordinance be enforced.
Section 7. Effective Date and Publication. This ordinance shall take effect thirty (30) days
after its adoption. The City Council hereby directs the City Clerk to publish the full text of the ordinance
within 15 days after its passage, with the names of the City Council members voting for and against the
ordinance, pursuant to Government Code section 36933(a).
Approved this day of , 2015.
BOB JOHNSON
Mayor
Attest:
JENNIFER M. FERRAIOLO
City Clerk
State of California
County of San Joaquin, ss.
I, Jennifer M. Ferraiolo, City Clerk of the City of Lodi, do hereby certify that Ordinance No. was
introduced at a regular meeting of the City Council of the City of Lodi held August 5, 2015, and was
thereafter passed, adopted and ordered to print at a regular meeting of said Council held
, 2015 , by the following vote:
AYES: COUNCIL MEMBERS —
NOES: COUNCIL MEMBERS —
ABSENT: COUNCIL MEMBERS —
ABSTAIN: COUNCIL MEMBERS —
I further certify that Ordinance No. was approved and signed by the Mayor on the date of its
passage and the same has been published pursuant to law.
JENNIFER M. FERRAIOLO
City Clerk
Approved as to Form:
JANICE D. MAGDICH t
City Attorney
C-3
RESOLUTION NO. 2015-
A RESOLUTION OF THE LODI CITY COUNCIL
DECLARING THE RESULTS OF THE SPECIAL ELECTION
HELD ON WEDNESDAY, AUGUST 5, 2015, AND ORDERING THE
ANNEXATION OF TERRITORY TO
COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(ANNEXATION NO. 2)
WHEREAS, in proceedings heretofore conducted by the City Council (the "City Council") of
the City of Lodi (the "City"), pursuant to the Mello -Roos Community Facilities Act of 1982, as
amended (the "Act"), the City Council on August 5, 2015, adopted Resolution No. , which
resolution called a special election within the territory proposed to be annexed to the City's
Community Facilities District No. 2007-1 (Public Services) (the "CFD"); and
WHEREAS, pursuant to the terms of the resolution, the special election was held on
August 5, 2015, and the City Clerk has duly canvassed the returns of the election and has filed with
the City Council a statement of all votes cast at the election showing the whole number of votes
cast within such territory and the whole number of votes cast for and against the measure in such
territory and also filed, attached to the statement, her certificate as to the correctness of the
statement (the "Statement of Election Results"), a copy of which is attached hereto as Exhibit A.
NOW, THEREFORE, BE IT RESOLVED by the Lodi City Council that:
Section 1. Approval of Canvass. The canvass by the City Clerk, as shown by the
Statement of Election Results, is hereby ratified, confirmed, approved, and entered upon the
minutes of this meeting.
Section 2. Statement of the Measure. At the election, the following measure was
submitted to the qualified electors of the territory proposed to be annexed to the CFD and the
number of votes cast for and against the measure was as follows:
BALLOT MEASURE Total Votes
"Shall the City of Lodi Community Facilities District No. 2007-1 (Public YES: NO:
Services) be authorized to levy a special tax for the purpose and at
the rate and apportioned as described in Exhibits A and B to 2 0
Resolution No. 2015-98 adopted by the Lodi City Council on
June 17, 2015, which resolution is incorporated herein by reference,
within the territory identified on a map entitled "Annexation Map No. 2
Community Facilities District No. 2007-1 (Public Services), City of
Lodi, San Joaquin County, State of California?"
Section 3. Votes Cast. The total number of votes cast in the territory proposed to be
annexed to the CFD at the election was two.
Section 4. Measure Passed. More than two-thirds of all the votes cast at the election on
the measure were in favor of the measure and the measure passed.
Section 5. Validity of Procedures. The City Council hereby finds and determines that all
prior proceedings and actions taken by the City Council pursuant to the Act were and are valid and
in conformity with the Act.
Section 6. Order of Annexation. The City Council hereby determines and orders that the
territory proposed to be annexed to the CFD is added to and part of the CFD with full legal effect.
Section 7. Amendment to Notice of Special Tax Lien. The City Clerk is hereby directed
to record an amendment to the Notice of Special Tax Lien with the San Joaquin County Recorder,
in accordance with the provisions of Sections 3114.5 and 3117.5 of the California Streets and
Highways Code within fifteen (15) days of the adoption of this resolution.
Date: August 5, 2015
---------------------------------------------------------------------------
---------------------------------------------------------------------------
I hereby certify that Resolution No. 2015- was passed and adopted by the Lodi City
Council in a regular meeting held August 5, 2015, by the following vote:
AYES: COUNCIL MEMBERS —
NOES: COUNCIL MEMBERS —
ABSENT: COUNCIL MEMBERS —
ABSTAIN: COUNCIL MEMBERS —
JENNIFER M. FERRAIOLO
City Clerk
2015-
2
EXHIBIT A
STATEMENT OF ELECTION RESULTS
I, Jennifer M. Ferraiolo, City Clerk of the City of Lodi (the "City"), hereby certify that:
1. On August 5, 2015, at 305 West Pine Street, Lodi, California, I canvassed the returns
of the election called for August 5, 2015, in the territory proposed to be annexed to Community
Facilities District No. 2007-1 (Public Services) on the following measure:
"Shall the City of Lodi Community Facilities District No. 2007-1
(Public Services) be authorized to levy a special tax for the purpose
and at the rate and apportioned as described in Exhibits A and B to
Resolution No. 2015-98 adopted by the City Council of the City of
Lodi on June 17, 2015, which resolution is incorporated herein by
reference, within the territory identified on a map entitled
"Annexation Map No. 2 Community Facilities District No. 2007-1
(Public Services), City of Lodi, San Joaquin County, State of
California?"
2. The total number of qualified landowner votes eligible to be cast, the total number of
votes actually cast at the election, and the total number of votes cast for and against the measure are
set forth below. The totals as shown for and against the measure are full, true, and correct. More
than two-thirds of all the votes cast at the election on the measure were in favor of the measure and
the measure passed.
Qualified
Landowner
Votes
Votes Cast
YES
NO
2
2
2
0
Dated: August 5, 2015
Jennifer M. Ferraiolo, City Clerk
A-1
SUBJECT:
PUBLISH DATE:
Please immediately confirm receipt
of this fax by calling 333-6702
CITY OF LODI
P. O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX
TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT
SATURDAY, JULY 11, 2015
TEAR SHEETS WANTED: One (1) please
SEND AFFIDAVIT AND BILL TO:
LNS ACCT. #0510052
DATED: MONDAY, JULY 6, 2015
JENNIFER M. FERRAIOLO, CITY CLERK
City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
ORDERED BY: JENNIFER M. FERRAIOLO
CITY CLERK
i
PAMELA M. FARRIS
DEPUTY
ELENA STODDARD
ADMINISTRATIVE CLERK
Verify Appearance of this Legal in the Newspaper — Copy to File
Emailed to the Sentinel at dianer@lodinews.com at time) on(date) (pages)
LNS Phoned to confirm receipt of all pages at (time) _44 -LI -6F (initials)
forms\advins.doc
401
V-�� t0"0
Ripon
DECLARATION OF POSTING
PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX TERRITORY TO
AN EXISTING COMMUNITY FACILITIES DISTRICT
On Monday, July 6, 2015, in the City of Lodi, San Joaquin County, California, a Notice of
Public Hearing on Resolution of Consideration to Levy a Reduced Special Tax within a
Portion of the City of Lodi Community Facilities District No. 2007-1 (Public Services)
(attached and marked as Exhibit A) was posted at the following locations:
Lodi City Clerk's Office
Lodi City Hall Lobby
Lodi Carnegie Forum
WorkNet Office
declare under penalty of perjury that the foregoing is true and correct.
Executed on July 6, 2015, at Lodi, California.
ORDERED BY:
JENNIFER M. FERRAIOLO
CITY CLERK
PAMELA M. FARRIS ELENA STODDARD
DEPUTY CITY CLERK ADMINISTRATIVE CLERK
NAAdministration\CLERK\Public Hcarings\AFFADAVITS\DECPOST CFD ANNEXATION.doc
E X ill�' I B j T A
NOTICE OF PUBLIC HEARING ON RESOLUTION OF INTENTION TO ANNEX
TERRITORY TO AN EXISTING COMMUNITY FACILITIES DISTRICT
NOTICE IS HEREBY GIVEN that the City Council of the City of Lodi on June 17, 2015,
adopted its Resolution No. 2015-98, in which it declared its intention to annex territory to existing
Community Facilities District No. 2007-1 (Public Services) (the "CFD"), and to levy a special tax to
pay for certain public services, all pursuant to the provisions of the Mello Roos Community
Facilities Act of 1982, Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code.
The resolution describes the territory to be annexed, specifies the type of services to be financed, and
describes the rate and method of apportionment of the proposed special tax. No change in the tax
levied in the existing CFD is proposed. For further details, the resolution is available at the office of
the City Clerk, 221 W. Pine Street, Lodi, California.
NOTICE IS HEREBY FURTHER GIVEN that the City Council has fixed Wednesday,
August 5, 2015, at the hour of 7:00 p.m., or as soon thereafter as the matter may be heard, at
the regular meeting place of the City Council, Carnegie Forum, 305 W. Pine Street, Lodi,
California, as the time and place when and where the City Council will hold a public hearing to
consider the annexation. At the hearing, the testimony of all interested persons for or against the
annexation of the territory or the levying of the special taxes will be heard.
DATED: July 11, 2015
J fifer M. raiolo, City Clerk
City of Lodi
1271079.1 11233-039
SUBJECT:
Please immediately confirm receipt
'th-b f bj . ealla 8333-6702
CITY OF LODI
P. O. BOX 3006
LODI, CALIFORNIA 95241-1910
ADVERTISING INSTRUCTIONS
SUMMARY OF ORDINANCE NOS. 1907, 1908, 1909, 1910, 1911, 1912,
AND 1913
PUBLISH DATE: SATURDAY, AUGUST 8, 2015
Ig ;LCIA
TEAR SHEETS WANTED: One (1) please
SEND AFFIDAVIT AND BILL TO: JENNIFER M. FERRAIOLO, CITY CLERK
LNS ACCT. #0510052 City of Lodi
P.O. Box 3006
Lodi, CA 95241-1910
DATED: THURSDAY, AUGUST 6, 2015
ORDERED BY: JENNIFER M. FERRAIOLO
CITY CLERK
PAMELA M. FARRIS ELENA STODDARD
DEPUTY CITY CLERK ADMINISTRATIVE CLERK
Verify Appearance of this Legal in the Newspaper — Copy to File
SEND PRDOF.OFADVEi2Z�2,1!T. _THAA.YbW
17alled:to the Sentinel at dianeralodinews.com at t #ii e) a�, , _ 5 (d�r#�) {pages]
I~{�5 PhWad to confirm ft6lo. of.631 `. -68,6 .9. (tirire}_ ' F Tis: ;prt'itlW
N:\Administration\CLERK\OrdSummaries\Advins.doc
CITY OF LODI
ORDINANCE NO. 1907
AN ORDINANCE- OF THE LODI CITY COUP4GIL AM -ENDING LODI MUNICIPAL -CODE
TITLE 15 — BUILDING AND CONSTRUCTION — BY REPEALING AND RE-ENACTING
CHAPTER 15.65, "SAN JOAQUIN COUNTY REGIONAL TRANSPORTATION IMPACT FEE,"
IN ITS ENTIRETY. The purpose of this ordinance is to bring the Lodi Municipal Code into
compliance with the recently -approved San Joaquin County Regional Transportation Impact Fee
Program Operating Agreement by clarifying language and definitions, changing the timing of
program fee payments and reporting dates, and modifying project selection criteria. Introduced
July 15, 2015. Adopted August 5, 2015; and effective September 4, 2015. AYES: Chandler,
Kuehne, Mounce, and Nakanishi; NOES: None; ABSENT: Mayor Johnson.
ORDINANCE NO. 1908
AN ORDINANCE OF THE LODI CITY COUNCIL ADOPTING A DEVELOPMENT AGREEMENT
REDUCING COMMUNITY FACILITIES DISTRICT SPECIAL TAXES AND WAIVING VESTING
MAP RIGHTS FOR THE REYNOLDS RANCH SUBDIVISION. The purpose of this ordinance is
to enter into an agreement between the City and the Reynolds Ranch Subdivision developer in
which the developer agrees to waive the vested right to pay Development Impact Mitigation Fees
according to the Impact Mitigation Fee Program Schedule adopted by Resolution No. 2012-142
for all units for which building applications are submitted on or after June 17, 2019 or construction
is not completed by December 17, 2019. The City agrees to amend the tax formula to reduce the
special taxes levied against the properties subject to the Development Agreement. Introduced
August 5, 2015. Adoption to be considered August 19 2015. AYES: Chandler, Kuehne,
Mounce, and Nakanishi; NOES: None; ABSENT: Mayor Johnson.
ORDINANCE NO. 1909
AN ORDINANCE OF THE LODI CITY COUNCIL ADOPTING A DEVELOPMENT AGREEMENT
REDUCING COMMUNITY FACILITIES DISTRICT SPECIAL TAXES AND WAIVING VESTING
MAP RIGHTS FOR THE ROSE GATE SUBDIVISION. The purpose of this ordinance is to enter
into an agreement between the City and the Rose Gate Subdivision developer in which the
developer agrees to waive the vested right to pay Development Impact Mitigation Fees according
to the Impact Mitigation Fee Program Schedule adopted by Resolution No. 2012-142 for all units
for which building applications are submitted on or after June 17, 2018 or construction is not
completed by December 17, 2018. The City agrees to amend the tax formula to reduce the
special taxes levied against the properties subject to the Development Agreement. Introduced
August 5, 2015. Adoption to be considered August 19, 2015. AYES: Chandler, Kuehne,
Mounce, and Nakanishi; NOES: None; ABSENT: Mayor Johnson.
ORDINANCE NO. 1910
AN ORDINANCE OF THE LODI CITY COUNCIL ADOPTING A DEVELOPMENT AGREEMENT
REDUCING- COMMUNITY FACILITIES DISTRICT SPECIAL TAXES AND WAIVING VESTINIG
MAP RIGHTS FOR THE VAN RUITEN RANCH SUBDIVISION. The purpose of this ordinance is
to enter into an agreement between the City and the Van Ruiten Ranch Subdivision developer in
which the developer agrees to waive the vested right to pay Development Impact Mitigation Fees
according to the Impact Mitigation Fee Program Schedule adopted by Resolution No. 2012-142
for all units for which building applications are submitted on or after June 17, 2019 or construction
is not completed by December 17, 2019. The City agrees to amend the tax formula to reduce the
special taxes levied against the properties subject to the Development Agreement. Introduced
August 5, 2015. Adoption to be considered August 19, 2015. AYES: Chandler, Kuehne,
Mounce, and Nakanishi; NOES: None; ABSENT: Mayor Johnson.
ORDINANCE NO. 1911
AN ORDINANCE OF THE LODI CITY COUNCIL LEVYING AND APPORTIONING THE
SPECIAL TAX IN TERRITORY ANNEXED TO COMMUNITY FACILITIES DISTRICT
NO. 2007-1 (PUBLIC SERVICES) (ANNEXATION NO. 2). The purpose of this ordinance is to
levy and apportion the special tax within the territory annexed into the Community Facilities
District No. 2007-1 as Annexation No. 2. Introduced August 5, 2015. Adoption to be considered
August 19 2015. AYES: Chandler, Kuehne, Mounce, and Nakanishi; NOES: None; ABSENT:
Mayor Johnson.
ORDINANCE NO. 1912
AN ORDINANCE OF THE LODI CITY COUNCIL AMENDING LODI MUNICIPAL CODE TITLE
12 — STREETS, SIDEWALKS, AND PUBLIC PLACES — BY REPEALING CHAPTER 12.07,
"LODI TOURISM BUSINESS IMPROVEMENT DISTRICT," IN ITS ENTIRETY, THEREBY
RESCINDING ORDINANCE NO. 1753 AND ORDINANCE NO. 1818, DISESTABLISHING THE
LODI TOURISM BUSINESS IMPROVEMENT DISTRICT. The purpose of this ordinance is to
disestablish the Lodi Tourism Business Improvement District. Introduced August 5, 2015.
Adoption to be considered September 2 2015. AYES: Chandler, Kuehne, Mounce, and
Nakanishi; NOES: None; ABSENT: Mayor Johnson.
ORDINANCE NO. 1913
AN ORDINANCE OF THE LODI CITY COUNCIL AMENDING LODI MUNICIPAL CODE TITLE
15 — BUILDINGS AND CONSTRUCTION — BY ADDING CHAPTER 15.19, "EXPEDITED
PERMIT PROCESS FOR SMALL RESIDENTIAL ROOFTOP SOLAR SYSTEMS." The purpose
of this ordinance is to create an expedited, streamlined permitting process for small residential
rooftop solar energy systems. Introduced August 5, 2015. Adoption to be considered
August 19, 2015. AYES: Chandler, Kuehne, Mounce, and Nakanishi; NOES: None; ABSENT:
Mayor Johnson.
Jennifer M. Ferraiolo, City Clerk
City of Lodi
August 5, 2015
Certified copies of the full text of these ordinances are available in the office of the Lodi City
Clerk.
.t•y Q F �
DECLARATION POSTING
ORDINANCE NO. 1911
AN ORDINANCE OF THE LODI CITY COUNCIL LEVYING AND APPORTIONING THE
SPECIAL TAX IN TERRITORY ANNEXED TO COMMUNITY FACILITIES DISTRICT
NO. 2007-1 (PUBLIC SERVICES) (ANNEXATION NO. 2)
On Thursday, August 6, 2015, in the City of Lodi, San Joaquin County, California, a
certified copy of Ordinance No. 1911 (attached hereto, marked Exhibit "A") was posted
in the Lodi City Clerk's Office.
I declare under penalty of perjury that the foregoing is true and correct.
Executed on August 6, 2015, at Lodi, California.
R
Pamela M. Farris
Deputy City Clerk
ord summaries\aaDecPost. doe
ORDERED BY:
JENNIFER M. FERRAIOLO
CITY CLERK
Elena Stoddard
Administrative Clerk
ORDINANCE NO. 1911
0
AN ORDINANCE OF THE LODI CITY COUNCIL LEVYING AND
EE , 0i�Dl
APPORTIONING THE SPECIAL TAX IN TERRITORY ANNEX'EDTO
COMMUNITY FACILITIES DISTRICT NO. 2007-1 (PUBLIC SERVICES)
(ANNEXATION NO. 2)
WHEREAS; the City Council of the City of Lodi (the "City Council") has established Community
Facilities District No. 2007-1 (Public Services) (the "CFD") pursuant to Resolution No. 2007-59 (the
"Resolution of Formation"}, duly adopted on April 4, 2007, forthe purpose of providing for the financing
of certain public services in and for the CFD; and
WHEREAS, the City Council duly adopted Resolution No. 2015-133 (the "Resolution") on
August 5, 2015, wherein the City Council submitted the question of levying a special tax in territory
proposed to be annexed to the CFD at the rate and according to the method of apportionment described
therein; and
WHEREAS, at an election held in the territory proposed to be annexed to the CFD on
August 5, 2015, the qualified electors of such territory authorized the levy of the special tax described in
the Resolution; and
WHEREAS, the City Council duly adopted Resolution No. 2015-134 on August 5, 2015, wherein
the City Council determined that the territory proposed to be annexed was added to the CFD (such
territory being referred to herein as "Annexation No. 2").
NOW, THEREFORE, BE IT ENACTED by the City Council of the City of Lodi:
Section 1. Recitals. The foregoing recitals are true and correct.
Section 2. Leof 5 eci l TA'
Pursuant to Section 53340 of the California Government
Code, the special tax is hereby levied for fiscal year 2015-16 at the maximum rates and apportioned in
the manner specified in the Resolution.
Section 3. Collection of SRgcla !a x. Pursuant to Section 53340 of the California
Government Code and the Resolution, 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 procedure, sale, and lien
priority in case of delinquency as is provided for ad valorem taxes; provided, however, that the City may
directly bill the. special tax, may collect special taxes at a different time or in a different manner if
necessary to meet the financial obligations of the CFD or as otherwise determined appropriate by the
City.
Section 4. Claims for Refu d. Claims for refund of the tax shall comply with the following
and any additional procedures as established by the City Council:
(a) All claims shall be filed, in writing, with the City Treasurer during the.Fiscal Year
in which the error is believed to have occurred. The claimant shall fle the claim within this time
period and the claim shall be finally acted upon by the City Council as a prerequisite to bringing
suit thereon.
(b) Pursuant to Government Code section 935(b), the claim shall be subject to the
provisions of Government Code sections 945.6 and 946.
(c) The City Council shall act on a timely claim within the time period required by
Government Code section 912.4.
(d) The procedure described in this ordinance, and any additional procedures
established by the City Council, shall be the exclusive claims procedure for claimants seeking a
refund of the tax. The decision of the City Council shall be final.
Section 5. No Ma,,,4gM puly of Care. This ordinance is n. .ntended to and shall not be
construed or given effect in a. manner that imposes upon the City or any officer or employee thereof a
mandatory duty of caretowards persons and properly within or without the City, so as to provide a basis
of dvil liability for damages, except as otherwise imposed by law.
Section 6. Sever
AbjIgy. If any provision of this ordinance or the application thereof to any
person or circumstances is held invalid, such invalidity shall not affect other provisions orapplications of
the ordinance which can be given effect without the invalid provision or application, and fo this end the
provisions of this ordinance are severable. This City Council hereby declares that itw❑uld have adopted
this ordinance irrespective of the invalidity of any particular portion thereof and intends that the invalid
portions should be severed and the balance of the ordinance be enforced.
Section 7. Effective PgAt and Publication. This ordinance shall take effect thirty (30) days
after its adoption. The City Council hereby directs the City Cleric to publish the full text of the ordinance
within 15 days after its passage, with the names of the City Council members voting for and against the
ordinance, pursuant to Government Code section 36933(a).
Approved this day of 2015.
BOBJOHNSON
Mayor
Attest:
JENNIFER M. FERRAIOLO
City Clerk
State of California
County of San Joaquin, ss.
I, Jennifer M. Ferraiolo, City Clerk of the City of Lodi, do hereby certify that Ordinance No. 1911 was
introduced at a regular meeting of the City Council of the City of Lodi held August 5, 2015, and was
thereafter passed, adopted and ordered to print at a regular meeting of said Council held
, 2015 , by the following vote:
AYES:
COUNCIL MEMBERS —
NOES:
COUNCIL MEMBERS —
ABSENT:
COUNCIL MEMBERS —
ABSTAIN:
COUNCIL MEMBERS —
I further certify that Ordinance No. 1911 was approved and signed by the Mayor on the date of its
passage and the same has been published pursuant to law.
Approved as to Form:.
JANICE D. MAGDICH
City Attorney
OA
JENNIFER M. FERRAIOLO
City Clerk