Loading...
HomeMy WebLinkAboutPacket, Gladden Farms Community Facilities District Final Budget GLADDEN FARMS COMMUNITY FACILITES DISTRICT 11555 W. Civic Center Drive Marana, Arizona 85653 At or after 7:00 p.m. MEETING DATE: July 19, 2005 AGENDA ITEM: L. a TO: BOARD OF DIRECTORS FROM: Roy Cuaron, District Treasurer SUBJECT: PUBLIC HEARING: Resolution GFCFD No. 2005-02. adoption ofthe Fiscal Year 2005-2006 final budget DISCUSSION On July 5, 2005, the Board of Directors adopted a tentative budget for Gladden Farms Community Facilities District (GFCFD) in the amount of $3,427,440. The tentative and final budget include an ad valorem tax levy of$2.80 per one hundred ($100) of assessed valuation. After conducting a public hearing, the District Board is being asked to adopt Rcsolution GFCFD No. 2005-02, adopting the final budget in the amount of $3,427,440 and establishing an ad valorem tax levy of $2.80 per one hundred ($100) of assessed valuation for fiscal 2006. ATTACHMENTS Proposed Budget, Summary Schedule of Estimated Revcnues and Expenditures/Expenses, and Notice of Filing Statements and Estimates and Notice of Public Hearing. RECOMMENDATION Staff recommends adopting the final budget for fiscal year 2005-2006 in the amount of $3,427,440. SUGGESTED MOTION I move to adopt GFCFD Resolution No. 2005-02. GFCFD RESOLUTION NO. 2005-02 A RESOLUTION OF THE DISTRICT BOARD OF THE GLADDEN FARMS COMMUNITY FACILITIES DISTRICT, PIMA COUNTY, ARIZONA, APPROVING THE FINAL BUDGET BY THE GLADDEN FARMS COMMUNITY FACILITIES DISTRICT BOARD FOR THE FISCAL YEAR BEGINNING JULY 1, 2005 AND ENDING JUNE 30, 2006. WHEREAS, in accordance with Title 48, Section 716, Arizona Revised Statutes, and following public notice, the Board met on July 19, 2005 at which meeting any taxpayer in the District was privileged to appear and be heard in favor of or against any of the proposed expenditures or tax levies; and WHEREAS, it appears that publication has been duly made, as required by law, of said proposed budget together with a notice that the District Board would meet on July 19, 2005, at or after 7:00 P.M., in the council chambers of the Town of Marana Civic Center, 11555 W. Civic Center Drive, Marana, Arizona, for the purpose of making tax levies as set forth in said estimates; and NOW THEREFORE, BE IT RESOLVED that the Gladden Farms Community Facilities District budget in the amount of $3,427,440 is hereby adopted as the budget of the Gladden Farms Community Facilities District, Pima County, Arizona for the fiscal year 2005-2006. PASSED AND ADOPTED by the District Board of Gladden Farms Community Facilities District, Pima County, Arizona, this 19th day of July, 2005. Ed Honea, District Chairman ATTEST: Jocelyn C. Bronson, District Clerk APPROVED AS TO FORM: Frank Cassidy, District Counsel Attachment: Statements & Schedules GFCFD Published Notice GLADDEN FARMS COMMUNITY FACILITIES DISTRICT NOTICE OF FILING STATEMENTS AND ESTIMATES AND NOTICE OF PUBLIC HEARING NOTICE OF FILING STATEMENTS AND ESTIMATES OF THE OPERATION AND MAINTENANCE EXPENSES OF THE GLADDEN FARMS COMMUNITY FACILITIES DISTRICT, THE COSTS OF CAPITAL IMPROVEMENTS TO BE FINANCED BY THE AD VALOREM TAX LEVY, AND THE AMOUNT OF ALL OTHER EXPENDITURES FOR PUBLIC INFRASTRUCTURE AND ENHANCED MUNICIPAL SERVICES PROPOSED TO BE PAID FROM THE TAX LEVY AND OF THE AMOUNT TO BE RAISED TO PAY GENERAL OBLIGATION BONDS OF THE DISTRICT; AND NOTICE OF A PUBLIC HEARING ON THE PROPOSED FISCAL YEAR 2005-2006 BUDGET OF THE DISTRICT, INCLUDING A HEARING ON THOSE PORTIONS OF THE STATEMENTS AND ESTIMATES NOT RELATING TO DEBT SERVICE ON GENERAL OBLIGATION BONDS. Notice is hereby given that statements and estimates have been filed in the Office of the District Clerk of the Gladden Farms Community Facilities District of the operation and maintenance expenses of the District, the costs of capital improvements to be financed by the voter-approved ad valorem tax levy, and the amount of all other expenditures for public infrastructure and enhanced municipal services proposed to be paid from the tax levy and of the amount to be raised to pay general obligation bonds of the District, all of which shall be provided for by the levy and collection of ad valorem taxes on the assessed value of all the real and personal property in the District. Notice is further given of a public hearing on the proposed Fiscal Year 2005-2006 budget of the District, including (but not limitcd to) a hearing on those portions of the statements and estimates not relating to debt service on general obligation bonds, all pursuant to Arizona Rcviscd Statutes SS48-716 and 48-723. Such hearing will be held by the District Board on Tuesday, July 19, 2005, at or after 7:00 p.m. in the council chambers of the Town of Marana Civic Center, 11555 W. Civic Center Drive, Marana, Arizona. Copies of the budget are available from the Office of the District Treasurer, 11555 W. Civic Center Drive, Town of Marana, Arizona 85653, telephone number: (520) 382-1930. Dated this 6th day of July 2005 /s/ Michael A. Reuwsaat District Manager Gladden Farms Community Facilities District Published: July 8, 2005 EXHIBIT B GLADDEN FARMS COMMUNITY FACILITIES DISTRICT (GFCFD) PROPOSED BUDGET FISCAL 2005-2006 REVENUES Property Tax - General (Operating) Property Tax- Secondary (Debt Service) Developer Contributions Total Revenues Budget Amount $6,840 $56,985 $1,068,615 $1,132,440 EXPENDITURES CFD Administration Costs of Issuance Accounting/Auditing Public Notification Expenses Consultant Services Outside Legal Counsel Debt Service Trustee Fees Capital Improvements Acquisition Replacement Reserve Total Expenditures $25,000 $90,000 $5,000 $2,000 $10,000 $10,000 $363,440 $2,000 $2,910,000 $10,000 $3,427,440 Excess (Deficiency) of Revenues Over (Under) Expenditures ($2,295,000) Other Financing Sources (Uses) General Obligation Bonds $3,000,000 Total Other Financing Sources $3,000,000 Excess (Deficiency) of Revenues and Other Financing Sources Over (Under) Expenditures and Other Financing Uses $705,000 BEGINNING FUND BALANCE $594,350 $1,299,350 ENDING FUND BALANCE o I- iD :;: x W 1/1 "' 1/1 " '" Q. I- x O!!! - 1/1 0<: ! t.a /Jl .- cog '" /JlQ. UJ X j::UJ -"tl :::!C::U) 0"0 <( 1/1 ' LL..~:g ~;~ z>m =>"'", ::;;0<:)- :E-ga; 01ii~ OEu: Ul+:i ::;; 1/1 o<:UJ <('0 LL '" Z:; UJal c"" c U :3/Jl C)~ .. E E ::J /Jl ;;; OW", ~~~CD Wt:Z~ (!)OWO CZQ..O :)W)(N m~w W ...J"'W ..J~~ffi(Q ~~~:3:b 0<(0-0 t-zU)~~ U:~<e( '" '" ^ W I- "- => ~ 0 <( '" y "'0 I-,}, g~ => ~ ~ W I- :!; ^ Cl '" Z W (3 ~ Z",y <(9 Z", u:gtn "''''W W 0 :I: '" I- => o 0 '" O",Z~ ~~~ffiffi~ :!wo::Q.~o ti~~~t-~ Wtr:bCL X ~'" I-,..w", 01-=><;> wQ::ZIl') ~~~g OOWN ",'" a. w I 10 cU....(I)g ZZwl-N =':5z~~ "-<( '" m <('3 -, in w'" ...J ct: w; <:)(f)~ ~!:::zo I-CW" 020..0, <~~~ X W ;;; QC~(I) W~::)~:n ~Wt:Z~ og~~;J C::::>W)(~ <m~w w '" '" .. M ~ ~ ~ ~ ~ c E 0 't:... ~ a. '" .. o Z => "- " C " "- .. ~ C ~ to ...: ~ " C " "- " " C " ~ '" .. 'u ~ '" N " e :is " ~:; 'Iii l.L > ~ ~.g " C C 0 :3:';:: I: "- ~ ~ ~.~ ~ ~::S ~Q: 1:i:li ~ .. " O...JO f"i.,j ~ " C " "- .. U ~ Jl z " o 5 ~ .n ~ " c " "- J!J u .!!!. e a. :5 '0. ~ o .; ~ " c " "- - c ~ c ~ E ~ a. ..: e ~~ ""- :; is >- <( c ~ 0 ~:;::t: " .. " LL ~ E lU ';j ~ .~ ~ i ..... c::: sZJ1:i .fij~ a:ioi ~ " c " "- .. ~ ~ " 1: w :5 ~ .,; - ~ " c " "- .. u .~ .. '" .. E " .s - - '" o ,}, o o N .. '" o ... '" o '" .. .. .. (J) '" '" M '" ~ E ~ '" ~ 'u c o u e ~.e ~~ Z ",1ii o c" U) ::s' ii: U CI) ~ HI u a- ti e- ~ z.!!:! c: II) 0 o en -g en 'i.ii i= Q1 $ ~ :I ;5~j~~ ~ ; ~ a; i :J a. .. Q....- w~i=E 0:::"0':=:"0:';:: ~*-g*Ul C m..!!! OJ" ifi-g:g-g~ I1.CD<(m..J [Li,...: .. .. .. .. '" o Z => "- ...J ...J <( ...J ~ g N - NM"liltiuj .. .. .. .. c .2 5 ~ ~ c !! .~ :0 5 ii ~ ~ " e ~ .a .2:: :;fti c c ~i s 1i ~j - > o e - a. ~ ~ :gAl ~ g c ~ " 0 eM <(w .,; ~ 'E o c ~ " .., ~ ~ "'" III ~ '5 " ~ "'" u '" !i ~ ~ "'" I- .,; ~ ~ e ~ ~ .. ~ s ~ ~ a. o Q. "'" u ~ J!J c " o E .. " $ E ~ e '0 ~ ~ .. ~ ! ~-g .. .. u or ~.., '" .. "" =" '0'* iii ~ "2'0 "iij -;; E c f iii .. ; = ::: " ~ ;~ :~ {i 13 u CI) I:.B -g~C1l 1ij S ~ .E ~ S' ~.5 ~ ~ J!J > ,Ec..!; "C 5 iii u.i .!l E "C lU Ul ra fti :;.=.. I. a. iJi.E~ 'fi-,:;g.(Li en f u...: E~=-; 2 f ~ : - c. Co :g en:J c. ~ ; ~ & oQ;~'iO N en Q) c .5 -g m .2 "CI.c<a; ~'O'SE 2:: z ~ g;&2l:5 00( 2 c ... sc..;.2 c:!m-g ~;~E '; -;.~ :: :J-g_Q) :s CD 1: is. c(=::~ ~ '0 f :g ~ lQ ~ lQ ~ J!! c:.s 4;S~S 5 Q - CD ~~8! cii-~~ &3~<<I ~ ~.5 ~ =::~i -g -g i5:iS uuES .5.500(:1 <( UJ ...J => C W :c o /Jl .e J!J u ." 1ii 'C ~ c " E ~ ~ a: ~ .. .. "U K ~ ~ > ~ "'" 15 c ~ ~ o " " c .. ~ ~ ~ s ~ ~ a. e a. ~ .!! ~ o c ~ .. o " c ~ o $ 'u ~ "'" I- o ., o .. GLADDEN FARMS COMMUNITY FACILITIES DISCTRICT Summary of Tax Levy and Tax Rate Information Fiscal Year 2005-06 2004-05 2005-06 FISCAL YEAR FISCAL YEAR 1. Maximum allowable primary property tax levy. A.R.S. 342-17051 (A). $ $ 2. Amount received from primary property taxation in the 2004-05 fiscal year in excess of the sum of that year's maximum allowable primary property tax levy. AR.S. 942-17102(A)(18). $ 3. Property tax levy amounts A Primary property taxes $ $ B. Secondary property taxes 63,825 C. Total property tax levy amounts $ $ 63,825 4. Property taxes collected' A Primary property taxes (1) 2004-05 year's levy $ (2) Prior years' levies (3) Total primary property taxes $ B. Secondary property taxes (1) 2004-05 year's levy $ (2) Prior years' levies (3) Total secondary property taxes $ C. Total property taxes collected $ 5. Property tax rates A DISTRICT tax rate (1) Primary property tax rate (2) Secondary property tax rate 2.8000 2.8000 (3) Total city/town tax rate 2.8000 2.8000 B. Special assessment district tax rates Secondary property tax rates - As of the date the proposed budget was prepared, the DISTRICT was operating NO special assessment districts for which secondary property taxes are levied. * Includes actual property taxes collected as of the date the proposed budget was prepared, plus estimated property tax collections for the remainder of the fiscal year.