HomeMy WebLinkAbout75A - PH RESO DWNTWN SA CMTY MGTREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
DECEMBER 1, 2008
TITLE:
PUBLIC HEARING - RESOLUTION
ESTABLISHING THE DOWNTOWN SANTA
ANA COMMUNITY MANAGEMENT DISTRICT
G ~ ~.
CITY MANAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
^ As Recommended
^ As Amended
^ Ordinance on 15~ Reading
^ Ordinance on 2"d Reading
^ Implementing Resolution
^ Set Public Hearing For_
CONTINUED TO
FILE NUMBER
Adopt a Resolution establishing a Downtown Santa Ana Community
Management District and the levy of an assessment in accordance with the
provisions of Article XX, Chapter 13 of the Santa Ana Municipal Code
(the ~~CMD Ordinance").
DISCUSSION
Early in 2006, at the request of stakeholders in Downtown Santa Ana, the
Community Development Agency (CDA) initiated a study to investigate the
feasibility of establishing a Property and Business Improvement District
(PBID) to replace the Business Improvement District (BID) which had been
in place since 1984. The study indicated that a PBID could generate
significantly greater revenue for Downtown programming than the BID.
The PBID formation process began in earnest in mid-2007.
A formation steering committee worked with staff and an engineering
consultant to develop a District Management Plan. The Management Plan
anticipates annual assessment revenue of approximately $900,000. The
principal work elements in the Plan are supplemental maintenance,
Downtown Ambassadors, marketing and promotions, image enhancement, and
economic enhancement.
The City adopted the CMD Ordinance to authorize the establishment of a
Community Management District (CMD), a district analogous to a PBID, but
authorized under Santa Ana's charter powers rather than state statute.
In August 2008, Downtown stakeholders filed Articles of Incorporation
with the California Secretary of State forming a private nonprofit
corporation called Downtown Incorporated. As permitted by the CMD
Ordinance, it is intended that Downtown Incorporated will serve as the
75A-1
Public Hearing - Resolution for
Management District
December 1, 2008
Page 2
property owners association under contract to the City to operate and
manage the activities of the CMD.
On October 6, 2008, having received the required petitions requesting
the initiation of the formation process, the City Council adopted
Resolution 2008-068, scheduling a public hearing for December 1, 2008,
and ordering the preparation and distribution of ballots in accordance
with the provisions of Article XIIID of the California Constitution and
Sections 54750 through 53756 of the California Government Code. Ballot
packets were mailed on Thursday, October 16. Ballots must be received
by the close of the public hearing to be counted. Two public
information workshops were held in the Downtown on Tuesday, October 28.
Since the commencement of these proceedings, a number of owners from the
Town Square Condominium project have raised concerns about the specific
benefits they would receive should the District be established. The CMD
Formation Committee met recently to review these concerns and came to
the following conclusion. While it is known that residential enclaves
lying at the edges of urban commercial areas do, in fact, benefit from
programs and activities provided to them via improvement districts, the
Committee found it more prudent to focus its attention and funds on the
core of the commercial downtown. The District engineer advises that
there is no specific benefit to these outlying properties so long as the
focus of the work programs is only on properties that are assessed. The
proposed boundary amendment will not affect the benefit/assessment
relationship that has been defined in the Management Plan. The
Formation Committee is, therefore, requesting that the City Council
amend the boundaries of the proposed District prior to the tabulation of
the ballots. The Council, pursuant to a previously adopted Ordinance,
may exclude territory from the District prior to adoption of the final
resolution. These properties will result in a slight decrease in
revenues which will not have an impact on the overall activities
outlined in the Management Plan.
At the close of the public hearing, the ballots will be opened and
tabulated, and the results reported to the City Council. If there is a
weighted majority of ballots cast in support of establishing the CMD,
the City Council may adopt the Resolution establishing the CMD and
levying an assessment. If a weighted majority of ballots cast oppose
establishing a CMD, no further action can be taken.
75A-2
Public Hearing - Resolution for
Management District
December 1, 2008
Page 3
FISCAL IMPACT
If the CMD is adopted, the City will be assessed $22,304 and the
Community Redevelopment Agency will be assessed $95,912.
Cynthia J. Nelson
Deputy City Manager for Development Services
Community Development Agency
CJN/TE/mlr
120108 P.H. Reso CMD Establishment (2)
75A-3
JWF (11/24/08)
RESOLUTION NO. 2008-XXX
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SANTA ANA ESTABLISHING THE DOWNTOWN SANTA
ANA COMMUNITY MANAGEMENT DISTRICT AND
LEVYING ASSESSMENTS WITHIN SUCH DISTRICT
PURSUANT TO ARTICLE XX, CHAPTER 13 OF THE
SANTA ANA MUNICIPAL CODE
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF SANTA ANA AS
FOLLOWS:
Section 1. The City Council of the City of Santa Ana hereby finds, determines
and declares as follows:
A. Pursuant to Chapter 13, Article XX of the Santa Ana Municipal Code (the
"Law"), on October 6, 2008 the City Council adopted Resolution No. 2008-
068 (the "Resolution of Intent"), stating the intention of the City Council to
establish the Downtown Santa Ana Community Management District (the
"Downtown CMD") and to levy and collect assessments within such district
and setting a time and place for a hearing on protests to such creation;
and,
B. The Resolution of Intent approved the Management District Plan entitled
the "Downtown Santa Ana Community Management District Plan" (the
"Management District Plan") containing all of the information to establish
the District required by Section 13-204 of the Law, including a description
of the boundaries of the district, the improvements and activities proposed
for the district, and the cost of such improvements and activities. Included
as part of the Management District Plan is an engineers report, prepared
by a registered professional engineer, which complies with the
requirements of Sections 4(a), (b) and (c) of Article XIIID of the California
Constitution. As used herein, Management District Plan shall include the
engineer's report.
C. The City caused notice of a public hearing concerning the proposed
establishment of the Downtown CMD and the proposed levy of
assessments within such district to be duly mailed, as required by law, to
the record owner of each parcel proposed to be assessed within the
District;
D. After adoption of the Resolution of Intent and issuance of notice for the
public hearing, the Downtown CMD Formation Committee recommended
that the boundaries of the Downtown District be amended to delete that
portion of the proposed district generally bounded by Flower Street on the
Resolution No. 2008-XXX
75A-4 Page 1 of 7
west, 3rd Street on the north, Birch Street on the east and 1st Street on
the south (the "Excluded Territory"). The boundaries of the Excluded
Territory are set forth in Exhibit A to this Resolution. All of the properties
in the Excluded Territory are used exclusively for residential purposes
(with the exception of City-owned Birch Park). A number of residential
property owners within the Excluded Territory raised concerns about the
specific benefits they would receive should the District be established.
While the engineer's report contained in the Management District Plan
establishes that the Excluded Territory would benefit from the proposed
programs and activities within the district, the Committee found it more
prudent to focus its attention and funds on the core of the commercial
downtown. The District engineer has opined that so long as the
Management District Plan is modified to limit any programs under the
Plan only to properties that are assessed, there is no specific benefit to
the Excluded Territories.
E. A public hearing concerning the establishment of the Downtown CMD and
the proposed levy of assessments within such district was held on
December 1, 2008 at the hour of 6:00 pm in the City Council Chambers at
22 Civic Center Plaza, Santa Ana, California.
F. At the public hearing, City Staff presented to the City Council the
Management District Plan as described in the Resolution of Intent along
with the proposal for the Excluded Territory.
G. At the public hearing, the testimony of all interested persons for or against
the establishment of the District, the levy of assessments within such
District, and the type or types of improvements and activities to be funded
with the revenues from the assessments was heard and considered, and a
full, fair and complete hearing was held.
H. Article XIIID of the California Constitution and Sections 54750 through
53756 of the California Government Code impose certain procedural and
substantive requirements relating to the levy of new or increased
assessments, including mailing of a notice to each affected property
owner regarding the proposed assessment, conducting a ballot procedure,
and holding a public hearing.
Section 2. The Council, pursuant to the Law, may exclude territory from the
District prior to adoption of the final resolution. The City Council hereby approves the
recommended exclusion of the Excluded Territories for the Downtown CMD. The
Management District Plan shall be amended as necessary to eliminate any programs,
services or activities of benefit to the Excluded Territory. Hereafter, all references to the
Management District Plan, shall be to the plan as amended.
Resolution No. 2008-XXX
75A-5 Page 2 of 7
Section 3. The City Council of the City of Santa Ana hereby finds, determines
and declares as follows:
(a) That the canvas of votes cast by the property owners is completed and
has been certified by the Clerk of the Council, and the votes cast were as set forth in
Exhibit B to this Resolution, attached hereto and made a part hereof by this reference.
(b) As determined by the ballots cast as weighted according to the amount of
assessment owed by each parcel, a majority of the property owners voted in favor of the
proposed assessment. No ballots were considered from property owners within the
Excluded Territory.
Section 4. The City Council heard and considered all objections or protests to
the proposed assessments and tabulated the assessment ballots submitted, and not
withdrawn, in support of or opposition to the proposed assessments. The City Council
hereby finds that a majority protest does not exist as defined in Section 4(e) of Article
XIIID of the California Constitution and Section 53753 of the California Government
Code. All objections or protests, both written and oral, are hereby duly overruled.
Section 5. Pursuant to the Act, the Downtown Santa Ana Community
Management District (the "Downtown CMD") is hereby established. The City Council
hereby finds that the properties within the Downtown CMD will be benefited by the
improvements and activities funded by the assessment to be levied.
Section 6. Levy of the Assessment.
(a) Except where funds are otherwise available, an assessment will be levied
annually to pay for all the improvements and activities to be provided within the
Downtown CMD, commencing with fiscal year 2008-09 and ending with fiscal year
2012-13. For purposes of levying and collecting assessments within the Downtown
CMD, a fiscal year shall commence on each July 1st and end on the following June
30th.
(b) The total amount of the proposed assessment to be levied and collected for
fiscal year 2008-09 shall be approximately $920,000, based on the maximum
assessment rates described in the Management District Plan. Said assessment and
rates shall continue for each of the succeeding four fiscal years and may increase by
the maximum rate set forth in the Management District Plan. Increases in building area
due to new construction may also cause an increase in the total assessment for a
parcel in any given year.
(c) The method and basis of levying the assessment shall be as set forth in the
Management District Plan.
Section 7. There is created a special fund designated as the "Downtown Santa
Ana Community Management District Fund" into which all revenue derived from
assessments levied pursuant to this Resolution shall be placed, and such funds shall be
Resolution No. 2008-XXX
75A*6 Page 3 of 7
used only for the purposes specified in this Resolution. This fund shall be subject to an
annual independent audit of financial statements.
Section 8. The proposed activities for the Downtown CMD include
beautification and physical enhancement, image enhancement, supplemental
maintenance, supplemental public security, and economic enhancement, all as more
fully set forth in the Management District Plan. The above improvements and activities
will be funded by the levy of the assessments. The revenue from the levy of the
assessments within the Downtown CMD shall not be used to provide improvements or
activities outside the Downtown CMD or for any purpose other than the purposes
specified in the Resolution of Intent.
Section 9. The City may contract with a nonprofit entity comprised of property
and business owners within the Downtown CMD to administer any of the activities
described in Section 8, above. Such anon-profit entity shall hold funds in trust for
purposes related to the contract and may be required to, at no expense to the City,
provide an annual independent report of audited financial statements by a certified
public accountant of these funds. The report may be funded from assessment proceeds
as part of the general administration of the Downtown CMD. At all times the City shall
reserve full rights of accounting of this fund. Furthermore, such a nonprofit entity shall
be charged, at minimum, with advising the City on the implementation of CMD funded
activities and improvements.
Section 10. Properties within the Downtown CMD established by this
Resolution shall be subject to any amendments to the Law.
Section 11. The City Clerk or a designee is hereby authorized and directed to
record a notice and an assessment diagram pursuant to the Law following adoption of
this Resolution. The assessment diagram shall reflect all the boundaries of the
Downtown CMD as described in the Management District Plan, with the exception of the
Excluded Territory.
Section 12. The adoption of this Resolution and recordation of the notice and
assessment diagram pursuant to the Law constitutes the levy of an assessment in each
of the fiscal years referred to in the Management District Plan. Each year, the County
Auditor of the County of Orange shall enter on the County Assessment Roll opposite
each lot or parcel of land the amount of the assessment and such assessment shall
then be collected at the same time and in the same manner as the County taxes are
collected. Notwithstanding the foregoing, the City shall directly bill for those
assessments levied for fiscal year 2008-2009.
Section 13. To ensure that assessment revenues from the Downtown CMD are
used to enhance the current level of services provided by the City within the Downtown
CMD, the City Council hereby adopts the baseline levels of service as currently
provided throughout the Downtown CMD; provided, however, that in the event of a
Resolution No. 2008-XXX
75A-7 Page 4 of 7
significant downturn in City revenues, the City Council may reduce the level of City
public services, including within the Downtown CMD.
Section 14. This Resolution shall take effect immediately upon its adoption by
the City Council, and the Clerk of the Council shall attest to and certify the vote adopting
this Resolution.
ADOPTED this 1St day of December, 2008.
Miguel A. Pulido
Mayor
APPROVED AS TO FORM:
By:
Joseph W. Fletcher, City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, PATRICIA E. HEALY, Clerk of the Council, do hereby attest to and certify the
attached Resolution No. 2008-XXX to be the original resolution adopted by the City
Council of the City of Santa Ana on
Date:
Clerk of the Council
City of Santa Ana
75A-8
Resolution No. 2008-XXX
Page 5 of 7
Exhibit A to Resolution No. 2008-
Excluded Territory
Beginning at a point where the westerly right-of-way line of Flower Street intersects with
the southerly right-of-way line of Third Street, thence southerly along the westerly right-of-
wayline of Flower Street to a point where it intersects with the southerly right-of-way line of
First Street, thence easterly along the southerly right-of-way line of First Street to a point
where it intersects with an extension of the westerly property line of Parcel Number 398-
592-01, thence northerly along the westerly property line of said Parcel Number 398-592-
01 to the point where it intersects with the southerly property line of Parcel Number 398-
592-09, thence westerly along the southerly property line of said Parcel Number 398-592-
09 to point of termination, thence northerly along the westerly property line of said Parcel
Number 398-592-09 to a point where it intersects with the southerly right-of-way line of
Third Street, thence westerly along the southerly right-of-way line of Third Street to point of
beginning.
Resolution No. 2008-XXX
75A_g Page 6 of 7
Exhibit B to Resolution No. 2008-
Clerk of the Council
Ballot Certification
EXHIBIT TO FOLLOW
Resolution No. 2008-XXX
75A-1 ~ Page 7 of 7