Resolution 2006-019 STATE OF ILLINOIS )
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COUNTY OF KENDALL )
RESOLUTION NO. 2006- \
RESOLUTION
AMENDMENT TO THE SPECIAL TAX BOND POLICY
WHEREAS the United City of Yorkville has passed a policy concerning Special
Tax Bonds, by Resolution No. 2002 -24 dated March 26, 2002; and
WHEREAS, the City Council of the United City of Yorkville has considered
amending said policy, and has discussed said proposed revisions; and
WHEREAS, the revisions that the Council now desires to make in the Special Tax
Bond Policy are set forth on the attached Exhibit "A" (said Exhibit "A" being a complete
restatement of the Special Tax Bond Policy including amendments) which is incorporated
herein, and
NOW THEREFORE, upon Motion duly made, seconded and approved by the
majority of those members of the City Council voting, the Special Tax Bond Policy of the
United City of Yorkville is hereby restated and amended in the form set forth in Exhibit
"A" attached hereto and incorporated herein. The amendments to the Special Tax Bond
Policy shall not apply to any development for which a Proposing Ordinance has been
adopted.
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JAMES BOCK JOSEPH BESCO
VALERIE BURD o PAUL JAMES
DEAN WOLFER MARTY MUNNS
ROSE SPEARS JASON LESLIE 411
Approved by me, as Mayor of the United City of Yorkville, Kendall County,
Illinois, this 1� Day of , A.D. 2006.
MAYORV
Passed by the City Council of the United City of Yorkville, Kendall County,
Illinois this 1 day of I Ne - — mo t-.,,,, , A.D. 2006.
ATTEST:
I F CITY CLERK
Prepared by:
John Justin Wyeth
City Attorney
United City of Yorkville
800 Game Farm Road
Yorkville, IL 60560
United City of Yorkville
SPECIAL TAX BOND POLICY
General Statement: In order to provide more comprehensive public infrastructure for
projects undertaken in the City and to help projects meet or exceed
the desired standards and guidelines of Yorkville, it is the desire of
the City to consider issuing Special Tax Bonds as a municipal
financing instrument. The Special Tax Bonds shall be issued as
either Special Service Area Bonds (35 ILCS 200/27 -5) or Special
Assessment Bonds (65 ILCS 5/9 -1 -1) (the "Bonds "). Such Bonds
shall finance public infrastructure for defined areas where the
burden of the tax or assessment is limited to that specific area. The
City will not be liable or responsible for, nor will it pledge any
general obligation or other City revenue for, the repayment of such
Special Tax Bonds. The Bonds shall be repaid only from a tax or
assessment on the benefited property. No other taxpayers are
obligated to pay this special tax.
The City has considered the impact upon homeowners purchasing
homes subject to a Special Tax on an ongoing basis and has
determined that, for residential developments (and specifically not
to include commercial developments), the City shall enact only the
form of Special Tax, and will issue only the form of Special Tax
Bonds (SSA or SAA) which involve full payment of the tax at the
time that a platted lot is sold, or a building permit is issued for the
new construction, whichever is indicated by the City Council at the
time that the Special Tax Bond is approved. By so doing, no home
owner in a Special Tax Area will be subject to the tax, but rather,
the tax will be paid in full before occupancy.
Eligible Infrastructure
Costs: The City will consider the issuance of Special Tax Bonds for the
following public costs associated with a proposed project:
• Water mains, laterals and qualified water storage and
production facilities
• Sanitary Sewer interceptors, mains & laterals
• Sewer treatment facilities
• Storm Sewer facilities
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• Roads including signaling
-- Park improvements
• Offsite land acquisition cost for storm water & detention
improvements including regional or multi -party storm
water management use
• Certain mass grading costs, when a specific need is
demonstrated
• Certain pro -rata costs for police, fire and/or public works
facilities related to the project, when a specific need is
demonstrated
All such costs shall pay for public improvements that are either
owned by the public or are the subject to permanent public
easements. All such costs shall be reviewed and approved by the
City and its bond counsel. and financial advisor before issuance.
Eligible Projects: The City will consider such Bonds for housing, retail, commercial,
office and/or industrial projects.. Prior to consideration of an
SSA, the developer seeking the SSA must demonstrate to the City
the advantages of use of the SSA for the particular development.
The City shall consider "up front" provision of infrastructure,
accelerated provision of schools, parks and/or other public
facilities, and the accelerated extension of city services, as specific
reasons to consider enacting an SSA for any given area of the City.
It is the policy of the City to consider each request for SSA on its
own merits, and no previous SSA shall be considered precedent for
considering a subsequent SSA.
Realizing that there is an expenditure of time and effort on the part
of the City and its professionals, the City requests that a qualified
bond underwriter review all Special Tax Bond proposals for
reasonableness and marketability before the formal presentation to
the City.
The City may further and likely will, hire the services of an
independent financial consultant to review the terms of any Special
Tax Service Area or Special Assessment Area Bonds, advising the
City of the appropriateness of the issue, the marketability, and
providing financial advice to the City. Further, the City shall seek
an independent Bond Counsel to issue a Legal Opinion Letter
ensuring that the City has no direct liability or residual liability on
said Bonds. All the consulting fees incurred by the City whether
t for legal services or independent financial consulting shall be
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reimbursed to the City out of the Bond proceeds, at the first draw
down upon said bonds.
Annexation Agreements:
Unless all the criteria set forth herein is demonstrated
Prior to approval, no Annexation Agreement shall grant an
entitlement for a Special Tax. An Annexation Agreement may
provide that the Owner/Developer may, at a future date, request
funding via a Special Tax, but in such a case, 1) the enactment of
the Special Tax shall be at the City's sole discretion, and 2) the
Owner/Developer will be required to comply with the criteria set
out in this policy, or any future policy concerning Special Taxes,
prior to consideration for approval.
Notice and Comment
From Taxing Bodies: Prior to approval of any Special Tax Bonds under this
Policy, the developer seeking the Special Tax Bonds shall notify
all taxing bodies then receiving tax from the subject parcel, and
solicit comments which shall be delivered to the City Council for
consideration in its deliberations regarding the Special Tax Bonds
Policies & Procedures All normal and regular City ordinances, policies, procedures and
subdivision control standards shall be followed and required of the
proposed project.
The City reserves the right to suspend or stop discussion or
proceedings concerning Special Tax Bonds at anytime.
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