HomeMy WebLinkAboutItem 4.04 SchaeferRnchReorg (2)
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CITY CLERK
File # fOlf'l~~-~~
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: October 15,1996
P A 96-037 Schaefer Ranch Reorganization
(Report Prepared by: Tasha Huston) ~
EXHIBITS ATTACHED: Exhibit 1. Resolution regarding the exchange of property tax
revenue, with Tax Sharing Agreement included as
Attachment A to the Resolution.
RECOMMENDA nON: ~ Adopt Resolution regarding the ex~ge of property tlIx revenue
FINANCIAL STATEMENT: A fiscal study of the project's impacts was conducted as part Dfthe
Environmental Impact Report. The report concludes the project as
proposed, and with the mitigations'recommended in the EIR, would
not result in a revenue deficit for the City.
SUBJECT:
DESCRIPTION:
The Schaefer Ranch Reorganization project involves a proposed development adjacent to the ,City of Dublin
western City Limits including up to 474 homes, a small commercial area, recreational land uses and open
space, on a total project area of ::!:SOO acres. The City COWlcil certified the project EIR, adopted a General
Plan Amendment, and Prezoned the project site in July of this year. The COWlcil also authorized staff to
proceed with an application to the Alameda COWlty LAPCo for annexation of the project site to the City.
The proposed reorganization includes adding the site to various service districts (DSRSD and Zone 7) and
detaching from the Hayward Area Recreation and Parks District
As part of the reorganization application, LAP Co and state law require an agreement between the City and
the other affected taxing entities regarding the exchange of property tax revenues following annexation.
Since 1992, the City and Alameda COWlty have been parties to an agreement which provides that the City
will receive various percentages of the property tax revenues from the area when properties are annexed.
The Agreement provides that the City and COWlty will adopt resolutions to demonstrate their acceptance
of the Tax Sharing Agreement at the time of application for anne~ti~of properties subject to the
Agreement. Staff has met with representatives from the COWlty and'LAFCo; who have agreed that the
Resolutions would be appropriate at this time. The COWlcil therefore merely needs to adopt the attached
resolution (Exhibit I) formally agreeing to the transfer of property taxes to the City following annexation.
CONCLUSION
Staff recommends that the City Council adopt the Resolution (Exhibit 1) approving the exchange of
property tax revenues, as defined in the Tax Sharing Agreement included as Attachment A.
------------------------------~-~----------------------------------
COPIES TO:
Applicant, Owner, Representative
In-house distribution
ITEM NO.
~f'
GENERAL PROJEcr INFORMATION:
LOCATION:
"-':~~i:::_
North side ofI-S80 freeway, at Schaefer Ranch Road, Alameda COWlty
(Adjacent to Dublin's Western City limits)
APPLICANTS &
PROPERTY
OWNERS:
Schaefer Heights, Inc., (Otto Schaefer, Jr., Robert 1. Y ohai, Sal S. Zagari),
Schaefer Heights Associates, and Dennis and Laurie Gibbs.
APPLICANT'S
REPRESENTATIVE:
James Parsons, PIA Design Resources, Inc..
ASSESSOR
PARCEL #
& SIZE:
OWNER PARCEL #
Schaefer Heights Associates 8SA..IOOO..OO1..14
" " 8SA..I000-001..16
" " 85A..I000-001-17
" " 941-0018-002..02
" " 941-0018-002-03
" " 941..0018-005-00
.. " 941..0018-006-00
Otto Schaefer, Jr. 8SA-I000-001-18
Robert Y ohai &. 8al Zagari 8SA-I000-00I-09
" " 8SA-I000-00l-ll
TOTAL
Dennis &. Laurie Gibbs 8SA-1000-002-04
(Zoning Request submitted by Robert Y ohai)
TOTAL
SURROUNDING
LAND USE AND
ZONING:
ACREAGE.
24.49
32.45
76.51
47.00
32.05
2.67
73.51
155.87
5.51
2.07
452.13
48.0
SOO~13
," .,Morth:Catt1e grazing; Alameda County Agricultural District
South: Interstate 580 Freeway
East: Grading underway; residential Planned Development
West: Cattle grazing; Alameda COWlty Agricultural District
GENERAL PLAN
DESIGNATION:
Western Extended Planning Area
EXISTING ALAMEDA
COUNTY ZONING
AND LAN]) USE: Agriculture; Cattte'~Witb a few rural homesites
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RESOLUTION NO.
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A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN
RELATING TO EXCHANGE OF PROPERTY TAX REVENUE FOR
P A 96-037 SCHAEFER RANCH REORGANIZATION
-----------------------------------------------------------------------------~---------~--------------------------------------------
WHEREAS, Section 99 of the Revenue and Taxation code provides, among other things, that no local agency
jurisdictional change can be completed without the agencies affected by such change first having agreed upon an
exchange of property tax revenue between and among the affected agencies; and
WHEREAS, there is presently pending an application for a reorganization by the City of Dublin entitled P A 96-
037 Schaefer Ranch Reorganization to annex territory to the City of Dublin and to the Dublin San Ramon Services
District and to detach certain territory from the Hayward Area Recreation & Park District; and
WHEREAS, the territory subject to the PA 96-037 Schaefer Ranch Reorganization is within "Western Dublin"
as that area is defined in the "Agreement Between County of Alameda and City of Dublin Regarding Transfer of Property
Tax Revenues Upon Annexation of Property in Western Dublin" ("Agreement"), dated October 26, 1992; and
WHEREAS, paragraph 2 of the Agreement sets forth the agreement of the City Council of the City of Dublin and
the Board of Supervisors of the County of Alameda on the method for distributing property tax revenue for annexations
including the P A 96-037 Schaefer Ranch Reorganization; and
WHEREAS, paragraph 8 of the Agreement provides that the City and County agree to adopt resolutions
accepting this exchange of tax revenues, as required by the executive officer of the Local Agency Formation Commission
at the time of application for annexation (see Agreement included as Attachment A to this Resolution).
.' NOW, THEREFORE BE IT RESOLVED as follows:
Section 1. That for the P A 96-037 Schaefer Ranch Reorganization, the Auditor-Controller of the County of
Alameda shall be directed to cause an exchange of property tax revenues pursuant to the provisions of paragraph 2 of the
Agreement, to wit: the City of Dublin shall receive the following percentages of the full one percent ad valorem
property tax and/or possessory interest tax from the property annexed to the City of Dublin as part of the P A96-03 7
Schaefer Ranch Reorganization:
Tax Rate Area
City's Percentage
54-040
54-049
55-001
27.278966 %
24.264213 %
28.146667 %
PASSED, APPROVED, AND ADOPTED this 15th day of October, 1996.
AYES:
NOES:
ABSENT:
ABSTAIN :
MAYOR
. ArrEST:
CITY CLERK
g:\pa#\ 1996\pa96037\ccrestax.doc
EXHffiIT 1
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AGREEMENT BETWEEN COUNTY OF ALAMEDA
AND CITY OF DUBLIN REGARDING
TRANSFER OF PROPERTY TAX REVENUES UPON ANNEXATION
OF PROPERTY IN WESTERN DUBLIN
.(
THIS AGREEMENT, dated for identification this 26th day of
October , 1992, is entered into between the CITY OF DUBLIN (CITY),
a municipal corporation and the COUNTY OF ALAMEDA (COUNTY), a
political subdivision of the state of California.
RECITALS
A. CITY has adopted a general plan amendment and specific
plan for WESTERN DUBLIN.
B. CITY contemplates applying to the Local Agency Formation
Commission for annexation of all or a portion of WESTERN DUBLIN. .:
c. CITY and COUNTY desire to provide for the Sharing of
property tax revenues upon annexation by CITY of lands wi thin
WESTERN DUBLIN.
D. This Agreement is made pursuant to the provisions of
Revenue and Taxation Code section 99 and shall constitute the
agreement for exchange of property tax revenues required by Revenue
and Taxation Code S 99(b) (6).
E. The Hayward Area Recreation District ("HARD") is a
special district located within the County of Alameda.
F. Revenue and Taxation Code section 99 requires the local
agencies whose service area or service responsibility will be
altered by a proposed jurisdictional change to negotiate in an
114\Agree\28\Annex.wd
Page 1 of 7
September 22, 1992
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attempt to reach agreement regarding the amount of property tax
revenues to be exchanged between the local agencies upon the
jurisdictional change.
G. Revenue and Taxation Code section 99(b) (5) provides that
if a jurisdictional change will alter the service area or service
responsibility of a special district, the board of supervisors of
the county in which the special district is located shall, on
behalf of the special district, negotiate any exchange of property
tax revenues.
H. The Board of supervisors enters into this Agreement on
behalf of the Hayward Area Recreation District, pursuant to Revenue
and Taxation Code section 99.
DEFINITIONS
For purposes of this Agreement, the following def ini tions
shall apply:
a. WESTERN DUBLIN shall mean any and all property
lying wi thin the ci ty of Dublin western Dublin Planning Area
located to the west of CITY's westerly city limits as shown in
Exhibit A, attached hereto.
AGREEMENT
NOW, THEREFORE, in consideration of the promises and acts
described herein, the CITY and COUNTY agree as follows:
114\Agree\28\Annex.wd
september 22, 1992
Page 2 of 7
1.. Recitals
The foregoing recitals are true and correct and
ar.::.~:':
part of this Agreement.
2. Property Tax Transfer UPon Future Annexations
(a) Except as provided in paragraph 3 below, upon
annexation to CITY of any property within WESTERN DUBLIN, CITY and
COUNTY agree that CITY, and COUNTY shall receive the following
percentages of the full one percent ad valorem property tax and/or
possessory interest tax from property in the following tax rate
areas:
city's County's
Tax Rate Area Percentaqe Percentaqe
54-040 27.278966% 31.000000%
54-049 24.264213% 35.941209%
54-050 26.205727% 31.000000% e.:-,
54-061 28.319409% 36.147839%
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55-001 28.146667% 23.808452% . '
75-001 28.319409% 23.954437%
(b) Except as provided in subsection (c), the
foregoing percentages constitute the property tax apportionment
factors for CITY for each of the tax rate areas set forth above
following annexation.
(c) The property tax apportionment factors for CITY
for tax rate areas 54-050 and 54-061 shall be applicable only to
those areas within such tax rate areas that are annexed to CITY and
are necessary for construction of the freeway interchange at Eden
Canyon Road.
114\Agree\28\Annex.wd
Page 3 of 7
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September 22, 1992
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3.
Detachment from HARD
COUNTY'S percentage of the one percent ad valorem
property tax and/or possessory interest tax set forth in paragraph
2(a) shall be applicable for the property currently in tax rate
areas 54-040 and 54-049 only upon detachment of the property in
such tax rate areas from the Hayward Area Recreation District.
CITY agrees to initiate proceedings for detachment of such property
from HARD at the time CITY initiates proceedings to annex such
property.
4. Chanqe in Tax Rate Areas
In the event that the tax rate areas are changed
from the above tax rate areas, COUNTY shall adjust the tax
apportionment factor for CITY for any new tax rate area(s) so that
CITY receives the percentage of property tax revenues contemplated
by this Agreement.
5. Reneqotiation Upon Chanqe in Densities.
(a) If CITY increases the ratio of medium high
density dwelling units to total dwelling units by more than 15%,
or increases the ratio of medium density dwelling units to total
dwelling units by more than 15%, or increases the number of acres
designated as commercial by more than 15% from the dwelling units
and acreage shown in Exhibit B, attached hereto, the CITY and
COUNTY agree to renegotiate the provisions by this agreement. In
such event, both parties agree to renegotiate in good faith.
(b) If CITY approves a general plan amendment which
increases the density permitted by city council Resolution No.
114\Agree\28\Annex.wd
Page 4 of 7
September 22, 1992
88-92 for the property within tax rate area 55-001, the parties
agree to renogotiate the percentages set forth in section 2 (a) fe:::
tax rate area 55-001 only.
6. Audit
Upon reasonable notice, CITY shall have the right
to audit the books and records of COUNTY to determine whether CITY
is receiving its percentage share of property tax revenues, as
provided for in this Agreement.
7. Retention of other revenues
FOllowing annexation, CITY shall retain all other
revenues derived from or attributable to WESTERN DUBLIN normally
received by a city on account of property within its city limits.
8. Additional Documents and Aqreements
The parties agree to cooperate in the execution Of411
any additional documents or agreements which may be required to ,:'
carry out the terms of this Agreement. Both parties agree to adopt
resolutions accepting this exchange of tax revenues, if required
by the executive officer of the Local Agency Formation Commission
at the time of an application for annexation.
9. Successors
This Agreement shall bind and inure to the benefit
of all successors and assigns of the parties and any associates in
interest, and their respective directors, officers, agents,
servants, and employees, and the successors and assigns of each of
them, separately and collectively.
114\Agree\28\Annex.wd
Page 5 of 7
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September 22, 1992 '."
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10. Construction of Aqreement
This Agreement shall be construed and enforced
pursuant to the laws of the State of California.
11. Time of the Essence
In entering into this Agreement, the parties
recognize and agree that time is of the essence.
12.. Notices
Whenever notice is required hereunder, it shall be
given to the parties as follows:
To: City of DUBLIN:
city Manager
city of Dublin
100 ,Civic Plaza
Post Office Box 2340
Dublin, CA 94568
To: COUNTY of Alameda:
County Administrator
County of Alameda
1221 Oak street, Room 555
Oakland, CA 94612
13. -Specific Performance
This Agreement may be enforced by an action for
specific performance and/or an action for declaratory relief and
damages. The prevailing party in such an action shall be entitled
to its attorneys' fees.
14. Entire Aqreement
This document embodies the entire terms and
conditions of the Agreement described herein. This Agreement may
114\Agree\28\Annex.wd
Page 6 of 7
September 22, 1992
be executed in two (2) counterparts, each of which shall constitute
an original.
Dated: 0 C---lo b.:z r dG, , '1 (1'1..-
Approved as to form:
.tt~~--c/^- JI h~~
City Attorney
OCT 27 1992
Dated:
Approved as to form:
County
114\Agree\28\Annex.wd
Page 7 of 7
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CITY OF DUBLIN
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C\~~d-
COUNTY OF ALAMEDA
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Chairman Of~ Board
I hereby certify under penalty of perjury that the President c)',
the Board of Supervisors was duty ,,~,thorized to execute tf,i
do":ument on behalf of ttTCfu~1of ,.Alameda by a majorit,;
vote of the Board on W.4::d that.. copy ha
been delivered to the President .s provided by Govemmen
Code Section 25103. Attest: OCT Q ?
WILUAM MEHRWEIN'I:Z.'~ Board of Supervisors, Count
of ~J'(I,e~a. State of Ca/~ii~.I_~ I -; _ #
8'1( ,f,/ro/ (/CX-/7CUU'
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September 22, 1992 .,'
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Category Eden/Schaefer Cronin Morris Total Acres Total %
Hts. Acres Acres Acres
RESIDEJIt"TIAL 676 2 Z Em 21%
Estate Residential (0.1.0.8 units/ac,) 18 - - 18
Single-Family Residential (0.9-0.6 566 2 2 570
units/ae.)
Medium-Density Residential (6.1':14.0 71 - - 71
units/_e.) .
Medium High Density Residential! 21 - - 21
(14.1-25.0 units/ac.)
COMMERCIAL 12 12 1%
Village Center" 7 - - 7
Neighborhood Center" 2 - - 2
F~\VlIY Commercial 3 - - 3
PUBUClSEMI-PUBUC 334 4
338 10%
Eemenwy School 10 - .. 10
F~ Station 1 - - 1
Reservoir 17 - - 17
Pari:; and Ride Facility 1 - - 1
Othcr Pu2lic and Community 3053 4 - 309
Facilitie.
RECREATION/OPEN SPACE 2,035 169 21 2~225 ffi%
Ncighborhood PllJb 20 - - 20
.
Golf Course 175 - - 175
I Other Open Spac:e 1,840 1EE 21 I 2~[ffJ
TOTAL ACREAGE 2,942 175 23 3,155 100%
Pereent orTota! Area 94% 5% 1%
I Indudes 4 ac~s in Village Center and one acre in Neighborhood Center.
2
3 Miscellaneous Slr=t area and other facilities where not included in another land use category.
" Includes 4 acres of Cronin Ranch acecas meets on Eden property.
In::ludes aome aneillary residential units.
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Eden/Schaefer Cronin Morris Total
Estatc Rcsidential 5 - - 5
Single-Family Re:Jidential 1.786 2 4 1 ,m
Medium-Density Rc:Jidcntial 780 - - 780
MediumlHigh Density Residential 560 - - 560
Total 3,131 2 4 3,1 37
1 Maximum allowable with Specific Plan.
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