HomeMy WebLinkAboutNS-2771 - Adding Article XX to Chapter 13 of Santa Ana Municipal Code Related to Establishment of Community Management Districts
ORDINANCE NO. NS-2771
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY
OF SANTA ANA ADDING ARTICLE XX TO CHAPTER 13
OF THE SANTA ANA MUNICPAL CODE RELATED TO
ESTABLISHMENT OF COMMUNITY MANAGEMENT
DISTRICTS.
THE CITY COUNCIL OF THE CITY OF SANTA ANA DOES ORDAIN AS
FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds, determines
and declares as follows:
A. Part 7 of Division 18 of the California Street and Highways Code contains
the Property and Business Improvement District Law of 1994 (the "Act")
authorizing the creation of property owner based business improvement
assessment districts to promote economic revitalization and physical
maintenance of business districts in California in order to create jobs,
attract new businesses and prevent erosion of the business districts; and,
B. Section 36603 of the Act states that the Act does not preempt the
authority of charter cities to adopt similar or differing methods of levying
assessments for similar purposes; and,
C. The City of Santa Ana is a charter city and the establishment of benefit
assessment districts similar to those authorized by the Act and the levying
of assessments for such purposes is a municipal affair; and,
D. The City Council of the City of Santa Ana desires to enact a local
ordinance for the creation and implementation of Community Management
Districts substantially similar to districts authorized by the Act to enable
property owners in business districts within the City of Santa Ana to raise
funds for the betterment of their communities.
Section 2. Article XX, Sections 13-200 through 13-216 are added to Chapter
13 of the Santa Ana Municipal Code to read in full as follows (new language in bold for
tracking purposes only):
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Article XX
COMMUNITY MANAGEMENT DISTRICTS
Sec. 13-200. General Provisions.
Whenever the public interest or convenience may require, the Council of the City
of Santa Ana, acting under the authority conferred upon it by the City Charter, shall
have the power and authority to provide supplemental services, activities and
improvements in specifically defined districts of the City. The City shall determine and
declare the geographic area(s) to be specially benefited by said services, activities and
improvements; and to assess the cost and expenses of said services, activities and
improvements, including all expenses incurred incidentally thereto, upon the lots or
parcels of real property in proportion to the estimated benefits to be received. The
procedures established herein shall be additional or alternative to any other procedure
established by ordinance or State law. The election to proceed under this Article shall
be expressed in a Resolution of Intent to form a district which shall be referred to as a
Community Management District ("CMD").
Sec. 13-201. Definitions.
(a) "Improvement" means the acquisition, construction, installation, or
maintenance of any tangible property with an estimated useful life of five years or more
including, but not limited to, the following:
(1) parking facilities and structures;
(2) benches, booths, kiosks, display cases, pedestrian shelters and
signs, trash receptacles and public restrooms;
(3) public lighting and heating facilities;
(4) closing, opening, widening or narrowing of existing streets;
(5) security facilities or equipment or both;
(6) ramps, sidewalks, plazas, town centers, pedestrian malls or similar
open space;
(7) rehabilitation or removal of existing structures;
(8) installation or planting of landscaping, statuary, fountains,
decorations and other ornamental structures and facilities;
(9) the installation or construction or modification of any facilities which
are appurtenant to any of the foregoing or which are necessary or
convenient for the utility, maintenance or servicing thereof,
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including, but not limited to, grading, clearing, removal of debris, the
installation or construction of curbs, gutters, walls, sidewalks or
paving, or water, irrigation, drainage or electrical facilities;
(b) "Services" means the furnishing of services and materials for the ordinary
and usual maintenance, operation, and servicing of any Improvement, including:
(1) repair, removal, or replacement of any part of the Improvement;
(2) providing for the life, growth, health and beauty of landscaping
including cultivation, irrigation, trimming, spraying, fertilizing, or
treating for disease or injury;
(3) the removal of trimmings, rubbish, debris and other solid waste;
(4) the cleaning, sandblasting and painting of walls and other
improvements to remove or cover graffiti;
(5) providing security, sanitation, graffiti removal, street cleaning and
other municipal services supplemental to those provided by the
City.
(c) "Activities" means, but is not limited to, all of the following:
(1) promotion of public events which benefit businesses, tenants or
real property in the district;
(2) furnishing of music and/or entertainment in any public place within
the district;
(3) promotion of tourism within or benefiting the district;
(4) marketing and economic development, including, but not limited to,
business retention and recruitment;
(c) "Owners Association" means a private nonprofit corporation registered
and in good standing with the California Secretary of State that is under contract with
the City to administer or implement services, activities and improvements specified in
the management district plan. An Owners Association may be existing or newly formed.
An Owners Association is a private entity and shall not be considered a public entity for
any purpose, nor shall its board members or staff be considered to be public officials for
any purpose. Notwithstanding the foregoing, an Owners Association when under
contract with the City to manage the district shall comply with the Ralph M. Brown Act
(Chapter 9 (commencing with Section 54950) of Part 1 of Division 2 of Title 5 of the
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Government Code), whenever matters within the subject matter of the CMD are heard,
discussed, or deliberated by the governing board of the Owners Association, and with
the California Public Records Act (Chapter 3.5 (commencing with Section 6250) of
Division 7 of Title 1 of the Government Code), for all documents relating to activities of
the Owners Association of the district when under contract with the City to manage the
district.
(d) "Property owner" or "owner" means any person shown as the owner of
land on the last equalized assessment roll or otherwise known to be the owner of land
by the City. The City has no obligation to obtain other information as to the ownership
of land, and its determination of ownership shall be final and conclusive for the
purposes of this part. Wherever this subdivision requires the signature of the property
owner, the signature of the authorized agent of the property owner shall be sufficient.
Sec. 13-202. Establishment.
(a) Upon submission of a written petition signed by the property owners in the
proposed district who will pay more than 30% of the assessments proposed to be
levied, the City Council may initiate proceedings to form a CMD by adopting a resolution
of intent to form a district conforming to the provisions of Section 13-203, below. The
amount of assessment attributable to property owned by the same property owner
which is in excess of 20% of the amount of all assessments proposed to be levied shall
not be included in determining whether the petition is signed by the requisite percentage
of the property owners.
(b) The petition shall include a summary of the Management District Plan.
The summary shall include all of the following:
(1) A map showing the boundaries of the district.
(2) Information specifying where the complete management district
plan can be obtained.
(2) Information specifying that the complete management district plan
shall be furnished upon request.
Sec. 13-203 Resolution of Intent: Contents.
(a) The resolution of intent described in Section 13-202, above, shall contain
all of the following:
(1) A brief description of the proposed services, improvements and
activities;
(2) The amount of the total proposed assessment;
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(3) A statement as to whether the assessment will be levied on
property or businesses within the district;
(4) A statement as to whether bonds will be issued;
(5) The maximum period of time, which shall not exceed ten (10)
years, for which the proposed services, improvements and activities
will be carried out and for which assessments will be levied;
(6) A description or depiction of the exterior boundaries of the
proposed district; and,
(7) The time and place for a public hearing on the establishment of the
district and the levy of assessments, which shall be consistent with
the requirements of Section 13-205, below.
(b) The descriptions and statements do not need to be detailed and shall be
sufficient if they enable an owner to generally identify the nature and extent of the
services, improvements and activities and the location and extent of the proposed
district.
Sec. 13-204. Management District Plan Contents.
The management district plan shall contain all of the following:
(a) A map of the district in sufficient detail to locate each parcel of property
and, if businesses are to be assessed, each business within the district;
(b) The name of the proposed district;
(c) A description of the boundaries of the district, including the boundaries of
any benefit zones, proposed for establishment or extension in a manner sufficient to
identify the affected lands and businesses included. Under no circumstances shall the
boundaries of a proposed district overlap with the boundaries of another existing district
created pursuant to this part. Nothing in this part prohibits the boundaries of a district
created pursuant to this part to overlap with other assessment districts established
pursuant to other provisions of law;
(d) The services, improvements and activities proposed for each year of
operation of the district and the maximum cost thereof;
(e) The total annual amount proposed to be expended for services,
improvements, maintenance and operations, and debt service in each year of operation
of the district;
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(f) The proposed source or sources of financing including the proposed
method and basis of levying the assessment in sufficient detail to allow each property or
business owner to calculate the amount of the assessment to be levied against his or
her property or business. The plan shall also state whether bonds will be issued to
finance improvements;
(g) The time and manner of collecting the assessments;
(h) The specific number of years in which assessments will be levied, the
maximum number of which shall be ten (10). Notwithstanding these limitations, a
district created pursuant to this Article to finance capital improvements with bonds may
levy assessments until the maximum maturity of the bonds. The management district
plan may set forth specific increases in assessments for each year of operation of the
district;
(i) The proposed time for implementation and completion of the management
district plan;
Q) Any proposed rules and regulations to be applicable to the district;
(k) A list of the properties or businesses to be assessed, including the
assessor's parcel numbers for any properties to be assessed, and a statement of the
method or methods by which the expenses of a district will be imposed upon benefited
real property or businesses, in proportion to the benefit received by the property or
business, to defray the cost thereof, including operation and maintenance. The plan
may provide that all or any class or category of real property which is exempt by law
from real property taxation may nevertheless be included within the boundaries of the
district but shall not be subject to assessment on real property;
(I) Any other item or matter required to be incorporated therein by the City
Council; and,
(m) A statement, placed in a conspicuous place on the Management District
Plan, stating that assessments for the maintenance of improvements constructed by the
district, if any, may continue to be levied on each parcel of land within the district for a
period of time equal to the useful life of the improvement, as determined by the City
Engineer, regardless of whether the district is disestablished or the term of the original
levy has expired.
Sec. 13-205. Procedures, Notice.
If the City Council proposes to levy a new or increased property assessment,
notice shall be provided and protest and hearing procedures shall be carried out in
compliance with Section 53753 of the California Government Code.
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Sec. 13-206. Establishment of District and Levying of Assessment.
(a) At the conclusion of the hearing, if there is no majority protest as
determined in accordance with Sec. 13-205, the City Council may adopt a resolution of
formation.
(b) The City Council may adopt, revise, change, reduce, or modify the
proposed assessment or the type or types of improvements and activities to be funded
with the revenues from the assessments.
(c) Notwithstanding the foregoing, proposed assessments may only be
revised by reducing any or all of them and the City Council may only make changes in,
to, or from the boundaries of the proposed property and business improvement district
that will exclude territory that will not benefit from the proposed improvements or
activities. Any modifications, revisions, reductions, or changes to the proposed
assessment district shall be reflected in the notice and map recorded pursuant to
Section 13-207.
(d) The adoption of such resolution establishing the district and levying the
assessment, or if the district has been previously established, levying the new
assessment, and recordation of the notice and map pursuant to Sec.13-207, below,
shall constitute the levy of an assessment in each of the fiscal years referred to in the
Management District Plan. The resolution of formation shall contain all of the following:
(1) A summary of the Management District Plan;
(2) The number, date of adoption, and title of the Resolution of Intent;
(3) The time and place where the public hearing was held concerning
the establishment of the district or the levying of a new assessment;
(4) A determination regarding any protests received;
(5) A statement that a CMD has been established;
(6) A statement that the services, improvements and activities to be
provided in the district will be funded by the levy of assessments.
The revenue from the levy of assessments within a district shall not
be used to provide improvements or activities outside the district or
for any purpose other than the purposes specified in the resolution
of intent, as approved, or as modified and approved, by the City
Council at the hearing concerning the establishment of the district;
(7) A finding that the property within the CMD will be benefited by the
improvements and activities funded by the assessment to be levied.
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The City Council may establish one or more separate benefit zones
within the district based upon the degree of benefit derived from the
improvements or activities to be provided within the benefit zone
and may impose a different assessment within each benefit zone;
and,
(8) A statement, if applicable, that a continuing assessment in an
amount sufficient to maintain any constructed improvement
throughout its useful life, as determined by the City Engineer, may
be levied on each parcel within the district regardless of whether
the district is disestablished or the term of the original levy has
expired.
(e) Properties zoned solely for residential use may be subject to any
assessment pursuant to this part, provided that the City Council finds that they benefit
from the services improvements and activities funded through these assessments.
Sec. 13-207. Record of Notice and Map of Assessment District.
Following adoption of the Resolution establishing the district, the City shall record
a notice and map describing the assessment district pursuant to California Streets and
Highways Code Division 4.5, Section 3114.
Sec. 13-208. Contesting the Validity of an Assessment.
The validity of an assessment levied under the provisions of this Chapter shall
not be contested in any action or proceeding unless the same is commenced within 30
days after the time said assessment is levied, and any appeal from a final judgment in
such action or proceeding must be perfected within 30 days after entry of such
judgment.
Sec. 13-209. District Administration, Owners Association.
The City may contract with an Owners Association to manage the district on a
day-to-day basis. In the event more than one qualifying association seeks to contract
with the City, that association with active membership representing the largest amount
of annual assessment in the district shall be chosen. Only if that association fails to
maintain its qualifications with the California Secretary of State shall the next largest
association be selected. Nothing herein shall be construed to require the City to contract
with an Owners Association.
Sec. 13-210. Collection of Assessment: Time and Manner.
The collection of assessments levied pursuant to this Chapter shall be made at
the time and in the manner set forth by the City Council in the Management District
Plan. The assessment may be collected at the same time and in the same manner as
for the ad valorem property tax, and may provide for the same lien priority and penalties
for delinquent payment. The City may also choose for anyone year to directly bill for
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assessments. Non-payment of such an assessment shall be due and payable in any
subsequent years when assessments are collected with ad valorem property taxes.
Sec. 13-211. Annual Report: Contents.
(a) For each fiscal year in which assessments are to be levied and collected
to pay the costs of the improvements and activities report shall be prepared, except for
the first fiscal year.
(b) The report shall be filed with the Clerk of the Council and shall refer to the
CMD by name, specify the fiscal year to which the report applies, and, with respect to
that fiscal year, shall contain all of the following information:
(1) Any changes, including, but not limited to, the boundaries of the
CMD or any benefit zones within the district, the basis and method
of levying the assessments, and any changes in the classification of
property, if a classification is used.
(2) The improvements and activities to be provided for that upcoming
fiscal year.
(3) An estimate of the cost of providing the improvements and the
activities for that upcoming fiscal year.
(4) The method and basis of levying the assessment in sufficient detail
to allow each real property owner to estimate the amount of the
assessment to be levied against his or her property for that fiscal
year.
(5) The amount of any surplus or deficit revenues to be carried over
from a previous fiscal year.
(6) The amount of any contributions to be made from sources other
than assessments levied pursuant to this part.
(c) The City Council may approve the report as filed or may modify any
particular contained in the report and approve it as modified. Any modification shall be
made pursuant to Section 13-212, below. The City Council shall not approve a change
in the basis and method of levying assessments that would impair an authorized or
executed contract to be paid from the revenues derived from the levy of assessments.
(d) If an Owners Association is under contract with the City to manage the
CMD, it shall cause the report to be prepared.
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Sec. 13-212. Modification of Boundaries, Assessments, Improvements or
Activities.
(a) Upon the written request of the Owners Association, the City Council may
modify the management district plan after conducting one public hearing on the
proposed modifications.
(b) The City Council may modify the improvements and activities to be funded
with the revenue derived from the levy of the assessments by adopting a resolution
determining to make the modifications after holding a public hearing on the proposed
modifications.
(c) If the modification includes the levy of a new or increased assessment, the
City Council shall comply with Section 13-205.
(d) Notice of all other public meetings and public hearings pursuant to this
section shall comply with both of the following:
(1) The resolution of intent shall be published in a newspaper of
general circulation in the city once at least seven days before the
public meeting.
(2) A complete copy of the resolution of intent shall be mailed by first
class mail, at least 10 days before the public meeting, to each
business owner or property owner affected by the proposed
modification.
(e) The City Council shall adopt a resolution of intent which states the
proposed modification prior to the public hearing required by this section. The public
hearing shall be held not more than 90 days after the adoption of the resolution of
intent.
(f) Any subsequent modification of the resolution shall be reflected in
subsequent notices and maps recorded pursuant to California Streets and Highway
Code Division 4.5 (commencing with Section 3100), in a manner consistent with the
provisions of Section 13-207.
Sec. 13-213. Renewal of District.
(a) Any district previously established whose term has expired, may be
renewed by following the procedures for establishment as provided in this article.
(b) Upon renewal, any remaining revenues derived from the levy of
assessments, or any revenues derived from the sale of assets acquired with the
revenues, shall be transferred to the renewed district. If the renewed district includes
additional parcels or businesses not included in the prior district, the remaining
revenues shall be spent to benefit only the parcels or businesses in the prior district. If
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the renewed district does not include parcels or businesses included in the prior district.
the remaining revenues attributable to these parcels shall be refunded to the owners of
these parcels or businesses.
(c) Upon renewal, a district shall have a term not to exceed 10 years, or, if the
district is authorized to issue bonds, until the maximum maturity of those bonds. There
is no requirement that the boundaries, assessments, improvements, or activities of a
renewed district be the same as the original or prior district.
Sec. 13-214. Dissolution of District.
(a) Any district established or extended pursuant to the provisions of this part,
where there is no indebtedness. outstanding and unpaid, incurred to accomplish any of
the purposes of the district, may be disestablished by resolution. If the City Council
finds there has been misappropriation of funds, malfeasance, or a violation of law in
connection with the management of the district, it shall notice a hearing on
disestablishment.
(b) The City Council shall adopt a resolution of intent to disestablish the
district prior to the public hearing required by this section. The resolution shall state the
reason for the disestablishment, shall state the time and place of the public hearing, and
shall contain a proposal to dispose of any assets acquired with the revenues of the
assessments levied within the property and business improvement district. The notice
of the hearing on disestablishment required by this section shall be given by mail to the
property owner of each parcel or to the owner of each business subject to assessment
in the district, as appropriate. The city shall conduct the public hearing not less than 30
days after mailing the notice to the property or business owners. The public hearing
shall be held not more than 60 days after the adoption of the resolution of intent.
(c) Upon the disestablishment of a district, any remaining revenues, after all
outstanding debts are paid. derived from the levy of assessments, or derived from the
sale of assets acquired with the revenues, or from bond reserve or construction funds.
shall be refunded to the owners of the property or businesses then located and
operating within the district in which assessments were levied by applying the same
method and basis that was used to calculate the assessments levied in the fiscal year in
which the district is disestablished. All outstanding assessment revenue collected after
disestablishment shall be spent on improvements and activities specified in the
management district plan.
(d) If the disestablishment occurs before an assessment is levied for the fiscal
year, the method and basis that was used to calculate the assessments levied in the
immediate prior fiscal year shall be used to calculate the amount of any refund.
Section 3. If any section. subsection, sentence. clause, phrase or portion of
this ordinance is for any reason held to be invalid or unconstitutional by the decision of
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any court of competent jurisdiction, such decision shall not affect the validity of the
remaining portions of this ordinance. The City Council of the City of Santa Ana hereby
declares that it would have adopted this ordinance and each section, subsection,
sentence, clause, phrase or portion thereof irrespective of the fact that anyone or more
sections, subsections, sentences, clauses, phrases, or portions be declared invalid or
unconstitutional.
ADOPTED this 18th day of AUQust.
/1 ,
'0-
W. Fletcher
Attorney
c.
AYES: Councilmembers: Alvarez. Benavides. Martinez. Tinaiero (4)
NOES: Councilmembers: None (0)
ABSTAIN: Councilmembers: Pulido. Sarmiento (2)
NOT PRESENT: Councilmembers: Bustamante (1)
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, PATRICIA E. HEALY, Clerk of the Council, do hereby attest to and certify that the
attached Ordinance No. NS-2771 to be the original ordinance adopted by the City
Council of the City of Santa Ana on AUQust 18. 2008, and that said ordinance was
published in accordance with the Charter of the City of Santa Ana.
Date:
~~t)~9
/ /
/
/'--Patricia E. Healy
Clerk of the Council
City of Santa Ana
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