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HomeMy WebLinkAbout4.04 SchaeferRnchReorg .- .,:, .': .. 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 . g:\pa#\199a6\pa96037\srcl 096.doc J - . .'_. , ...." . .._ no '. .. .....' i- '." ~:.'i~ .., .l.'. '.,. . 7~:.. ~~' ',.J. .. ....."-' .., . :-. .. '!,~. .,.;, ." .~.:. RESOLUTION NO. .: 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 ~ 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 ." :. .- ~.: .3 , ~ ;. r"'. H M r=" r"- (..It: ' .;.i."-'I;;;t' U .''- . , e::.: .---.-. ".- - y 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% .". -., 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 .' September 22, 1992 c. ...,/ .: e.::- e:..- . .~..' b 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 . September 22, 1992 '." 7 tt: .. .."" " g 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 7 ...-: " . CITY OF DUBLIN ~~ e:r ~ C\~~d- COUNTY OF ALAMEDA ~./ /J/~/. e> / /U,u" f/. ~ ..... 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' .:':' September 22, 1992 .,' .J ~ << 0 2: '. 1) <> c -- :J 0 ......... I- g ",-, .... Ql ><'" 0 ~ c<: ..,::> '" Z _.2 2:0 CD CD OCD 2: .... :J<{ <: c o c 0 >-01 "'.... ::: row :::; ~QlCD C c: 0 01 .?: oE<: 00 c >< :JC:::: c U.c ..,>- ii3 1)~>- ",..... .., 00<:{ c c ~ 0.... C' Q. c: Q.1) QlQl c.u Zl- 0 0 :J Q. :J c C") 6: c: O:J_ 1)- c:O I c::::U <Den</) UJ.f c.1- ...... 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'. ....::.... -':.. .' . . . : ::". . '.. .' -..': .:. . ~:-:' ::~, ".:'.:. :.:..:~':.: . ".:.. ~ -...... .' . .. '. - :'. ~:. '. . :~. .<.>:-~~.:-:":~..:::._., '.- -:':':'..:~-~':':'" ,. ..;:. .::- ::: ,.;~ .....:....:.-;_':.._.::~., '; :.;....., .:...:_;:...... '.-.' . .... ':.:, ..' ..::'..': - ..-: .--. . .' .,...., '.' '. .' , . .'. - ,,' ~ ::::. ....:.:~-\J:~:..~.':>.::... ':: :.Y'.:.'.:.': - ..... .... '~I'.i"]II!(t'!~I!.llgll(llrl!l1t~!lllr€11Ii'1i~!llflJ."1,,~ 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. II ~ E X H I BIT 8 1 -I I ... ." ,,' I i I i j I i I I . 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