HomeMy WebLinkAboutMINUTES - 12182001 - C.117 j �,.SE:_L...O
70. BOARD OF SUPERVISORS �`, i=--� CONTRA
COSTA
FROM: JOHN SWEETEN - - - '
COUNTY
COUNTY ADMINISTRATOR :,='
ST'9 COUI3'�
DATE: DECEMBER 18, 2001
SUBJECT: AGREEMENT WITH CITY OF OAKLEY AMENDING THE PROPERTY
TAX TRANSFER AGREEMENT
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
Recommendation:
1. APPROVE and AUTHORIZE the Chair, Board of Supervisors, to execute an agreement
with the City of Oakley adjusting property tax revenue due the City resulting from a city-funded
audit of the property tax transfer calculation in the comprehensive fiscal analysis for the
incorporation of Oakley.
2. AUTHORIZE the Auditor - Controller to reduce the Designation for Litigation and Audit
Exceptions by $424,172 and authorize payment to the City for property tax revenue
adjustments covering fiscal years 1999-2000, 2000-2001 and 2001-2002.
3. APPROVE the attached appropriation adjustment, which transfers the funds from the
Designation for Litigation and Audit Exceptions to the City of Oakley.
Background: .
In June, 1998, the Local Agency Formation Commission (LAFCO) approved the
comprehensive fiscal analysis for the incorporation of the City of Oakley. The plan required
the County to transfer $641,179 in property tax revenue to the City annually for services to be
assumed by the new City. After a vote of the electorate in 1999, the City incorporated on July
1, 1999.
In 2001, the City retained the services of Muni Financial,a financial consultant, to analyze the
financial plan to determine whether an appropriate amount of property tax revenue was being
transferred to the City. The consultant found that the City should receive more property tax
revenue because the County underestimated the cost of services transferred from the County
to the City and because the original property tax revenue transfer amount was not adjusted by
City assessed valuation growth for two fiscal years.
CONTINUED ON ATTACHMENT: X YES SIGNATURE:
,----RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
�CAPPROVE OTHER
c
SIGNATURE(S):
ACTION OF BO ON /�(�r�iy/ P f a�XJf APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ABSENT ,LCA�... ) AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
Contact:Tony Enea
Cc:City of Oakley ATTESTED���•
Auditor-Controller John Sweeten,CLERK OF THE BOARD O
CAO, S AND COUNTY ADMINISTRATOR
BY SUPE VISORDEPUTY
I
The County retained Economic and Planning Systems, a financial consultant, to review the
City's claims. The County consultant agreed that an adjustment to the City's property tax
revenue transfer is warranted.
Over the last six months, the City and County staffs discussed this issue and arrived at a
negotiated agreement. The attachment specifies the terms of this agreement. Essentially, the
County agrees to pay the City an additional $424,172 covering three fiscal years and adjusts
the property tax base for Oakley in future years. The City agrees to release the County from
any further financial claims related to the property tax transfer.
AGREEMENT AMONG THE COUNTY OF CONTRA COSTA, THE
AUDITOR-CONTROLLER OF CONTRA COSTA COUNTY,
AND THE CITY OF OAKLEY
RELATING TO PROPERTY TAX TRANSFER
This agreement, dated for identification this 18 day of December, 2001 is entered
into between and among the County of Contra Costa ("County"), the Auditor-Controller of
the County of Contra Costa ("Auditor"), and the City of Oakley ("City").
RECITALS
A. The Local Agency Formation Commission ("LAFCO") of the County of Contra
Costa approved the incorporation of City by LAFCO Resolution No. 97-17, dated June
24, 1998. Paragraph 21 of Resolution No. 97-17 provided that "[t]he amount of base
property tax revenue transferred to the new City shall be $641,179 . . . ."
B. The electorate voted in favor of the incorporation, and City was incorporated
on July 1, 1999.
C. Government Code Section 568101(c)(1) requires the Auditor to make certain
determinations for the purpose of calculating the amount of property tax to be transferred
to a new city upon incorporation. Section 56810(c)(2) requires County to submit certain
information to LAFCO in order for LAFCO to make certain determinations for purposes of
calculating the amount of property tax to be transferred upon incorporation. Section
56810(c)(3) then requires LAFCO to determine the amount of property tax to be
transferred to the new city and further requires the Auditor to adjust this amount by the
annual tax increment to the fiscal year in which the new city receives its initial allocation
of property taxes.
D. City received its initial allocation of property taxes in fiscal year 1999-2000,
and subsequent allocations in 2000-2001 and 2001-2002 (first distribution).
E. City retained the services of a consultant, MuniFinancial, to analyze the
Auditor's and County's calculations in connection with LAFCO's determination of the
property tax transfer, as approved by LAFCO in Resolution No. 97-17.
F. City, based on its consultant's reports, believes that the amount of property tax
that should have been allocated to City for the base year (fiscal year 1999-2000) is in
excess of the amount approved by LAFCO, and that the amount of property tax that
should have been transferred to City for fiscal year 1999-2000 is in excess of the amount
Government Code Section 56810 was Government Code Section 56842 at the time of the LAFCO
approval of the incorporation of the City of Oakley. Where appropriate herein, reference to a subsection of
56810 shall be deemed reference to the commensurate subsection of 56842 as at the time of LAFCO
approval of the incorporation.
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 1 of 5
of$641,179. County and Auditor have believed that the amount of the property tax
approved by LAFCO is appropriate.
G. City, County, and Auditor have agreed to resolve their disputes by entering
into this agreement. This agreement is entered into in lieu of an action by City to contest
the determinations relating to the amount of the property tax to be transferred to City, as
authorized by Government Code section 56810(h), and in lieu of any other action at any
time by City against either LAFCO, the County, the County Auditor or any other agency
or official related to the property tax transferred to the City as a result of incorporation
and in lieu of any action by the County, the County Auditor or any other agency or official
against the City related to the property tax transferred to the City as a result of
incorporation.
AGREEMENT
NOW, THEREFORE, in consideration of the promises and acts described herein,
the parties agree as follows:
1. Recitals.
The foregoing recitals are true and correct and are part of this agreement.
2. Allocation of Property Tax.
In satisfaction of the requirements of Revenue and Taxation Code section
99(a)(2), Government Code Section 56810(c), and all other applicable law, Auditor shall
add to City's base tax the sum of$153,611 (One Hundred Fifty-Three Thousand Six
Hundred Eleven Dollars) for fiscal year 2001-2002 prior to adding the City's share of the
tax increment (future growth) for the 2002-2003 fiscal year to the City's 2001-02 base
tax.
3. Back Payments of Property Tax.
County shall pay to City the total sum of$424,172 (Four Hundred Twenty-
Four Thousand One Hundred Seventy-Two Dollars) as the difference between the
property tax revenues the City received for fiscal years 1999-2000, 2000-2001, and
2001-2002 and what the City would have received if the adjustments and annual tax
increment contemplated by the amount set forth in Paragraph 2, above, had been
included for those years. Said total sum shall be paid on or before January 31, 2002.
4. Adjustments to Supersede LAFCO's Determinations re Property Tax
Revenues.
The adjustment to the City's base tax set forth in paragraph 2 above and
the back payment to City set forth in paragraph 3 shall supersede the determinations
and allocation of property tax revenues to City in LAFCO Resolution No. 97-17.
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 2 of 5
5. Use by Auditor of Adjusted Property Tax Base.
Auditor shall determine the property tax apportionment factors for each tax
rate area within City, the annual tax increment to be allocated to City in fiscal years
following fiscal year 2001-2002, and all other matters required by Chapter 6 of Division 1
of the Revenue and Taxation Code, commencing with section 95, using the City's base
tax for fiscal year 2001-2002, as adjusted by the addition of$153,611 as set forth in
paragraph 2 above, with any adjustments required by State law.
6. Property Tax Records.
Upon reasonable notice to County and Auditor, County and Auditor shall
provide access as required by law to any records maintained by County and/or Auditor
relevant to the allocation of property tax revenues to City pursuant to this agreement.
7. Additional Documents and Agreements.
The parties agree to cooperate in the execution of any additional
documents or agreements, which may be required to carry out the terms of this
Agreement.
8. Release.
City agrees to release, acquit, and forever discharge County and Auditor,
LAFCO, and any and all other affected agencies, and their agents, officers, and
employees, from any and all claims, actions, causes of action, proceedings, damages, or
accounting of whatever nature, whether known or unknown, existing or not yet existing,
arising out of or in any way connected with (a) any determination made under
Government Code Section 56810(c) at the time of LAFCO approval of the incorporation
of City, (b) the determination and payment of the initial property tax allocation for City for
fiscal year 1999-2000, (c) the determination and payment of the annual tax increments
contemplated by Section 56810(c)(3), (d) the determination and payment of any and all
property tax allocations for fiscal years 2000-2001 and 2001-2002 and (e) the base tax
for fiscal year 2001-2002 as adjusted by the addition of$153,611 (see paragraph 2,
above) to the extent such base tax is used in years subsequent to fiscal year 2001-2002
for calculation of the City's property tax allocations.
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.
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 3 of 5
10. Construction of Agreement.
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 Oakley
City Manager
P.O. Box 6
3631A Main Street
Oakley CA 94561
To: Auditor
Auditor-Controller
County of Contra Costa
625 Court St.
Martinez, CA 94553
To: County of Contra Costa
County Administrator
County of Contra Costa
651 Pine Street, 11th Floor
Martinez, CA 94553
13. Warranty of Legal Authority.
Each party warrants and covenants that it has the present legal authority to
enter into this Agreement and to do the acts required of it hereunder.
14. Disputes.
Any dispute regarding the meaning or application of this agreement shall
be resolved by binding arbitration by a 3-person panel selected through JAMS.
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 4 of 5
15. Entire Agreement.
This document embodies the entire terms and conditions of the agreement
described herein. This agreement may be executed in three (3) counterparts, each of
which shall constitute an original.
16. Effective Date.
This Agreement shall be effective when signed by all parties.
CITY OF OAKLEY
Dated:
Mayor
AUDITOR-CONTROLLER
Dated:
Auditor-Controller
COUNTY OF CONTRA COSTA COUNTY
Dated: z u '
Chair f the Board of Supervisors
J:\WPD\Mnrsw\563\001\2001Wgree\property tax transfer_121301.doc
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 5 of 5
AUDITOR-CONTROLLER USE ONLY
CONTRA COSTA COUNTY FINAL APPROVAL NEEDED BY:
APPROPRIATION ADJUSTMENT. QX BOARD OF SUPERVISORS
T/C 27 F__j COUNTY ADMINISTRATOR
ACCOUNT CODING BUDGET UNIT:0150 Risk Management
EXPENDITURE
ORGANIZATION SUB-ACCOUNT EXPENDITURE ACCOUNT DESCRIPTION <DECREASE> INCREASE
1500 3580 Contributions to Other Agencies 424,17200
0990 6301 Appropriations for Contingencies 424,17200
0990 6301 Appropriable New Financing 424,17200
424,172 00 1 848,344 00
APPROVED EXPLANATION OF REQUEST
AUDITOR-CONTROLLER: Agreement with Oakley to amend 1999-2000 property tax transfer amount.
BY: DATE
COUNTY ADMA41STRATOR.
BY: DATE 2—1 6— 0
BOARD OF SUPERVISORS:
SUPERVISORS GIOIA,UILKENIA,
YES: GERBER,DESAULNIER,GLOVER
NO:
(A-0-0
An,Clark of the Board of SIGNATURE TITLE Q DATE
A Couoty Administrator > APPROPRIATION APOO DATE /� � � ADJ.JOURNAL NO.
(M129 Rev 2/86)
e ir7
CONTRA COSTA COUNTY
ESTIMATED REVENUE ADJUSTMENT
T/C 24
ACCOUNT CODING BUDGET UNIT: 0005 General County Revenue
REVENUE
ORGANIZATION ACCOUNT REVENUE ACCOUNT DESCRIPTION INCREASE <DECREASE>
0005 8981 Fund Balance Available 424,172 40
TOTALS 424,172 0 0 00
APPROVED EXPLANATION OF REQUEST
AUDITOR-CONTROLLER: Reduce Litigation and Audit Exceptions Designation for Oakley agreement
BY: / DATE /Z-147
COUNTY ADMINISTRATOR:
BY: E DATE 2 —/0 O/
BOARD OF SUPERVISORS:
YES: SUPERVISORS GIOIA,UILKEMA,
GERBER,DESAULNIER,GLOVER
NO:
Joh weeten,Clerk of the Board of S ti�. �Q C�}o i2 tc/c/
S rvisors and County Administrator SIGNATOR TITLE DATE
REVENUE ADJ. RAOO 5�/�^
BY: DATE��(JC�I JOURNAL NO.
(M 8134 Rev.2/86)
TO: BOARD OF SUPERVISORS SE•L CONTRA
�c�:=_- •tom-_•�.�
COSTA
FROM: JOHN SWEETEN COUNTY
,,.i pl►.
COUNTY ADMINISTRATOR ��
Spq•COUl1'�
C 117
DATE: DECEMBER 18, 2001
SUBJECT:AGREEMENT WITH CITY OF OAKLEY AMENDING THE PROPERTY
TAX TRANSFER AGREEMENT
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
Recommendation:
1. APPROVE and AUTHORIZE the Chair, Board of Supervisors, to execute an agreement
with the City of Oakley adjusting property tax revenue due the City resulting from a city-funded
audit of the property tax transfer calculation in the comprehensive fiscal analysis for the
incorporation of Oakley.
2. AUTHORIZE the Auditor - Controller to reduce the Designation for Litigation and Audit
Exceptions by $424,172 and authorize payment to the City for property tax revenue
adjustments covering fiscal years 1999-2000, 2000-2001 and 2001-2002.
3. APPROVE the attached appropriation adjustment, which transfers the funds from the
Designation for Litigation and Audit Exceptions to the City of Oakley.
Background:
In June, 1998, the Local Agency Formation Commission (LAFCO) approved the
comprehensive fiscal analysis for the incorporation of the City of Oakley. The plan required
the County to transfer $641,179 in property tax revenue to the City annually for services to be
assumed by the new City. After a vote of the electorate in 1999, the City incorporated on July
1, 1999.
In 2001, the City retained the services of Muni Financial, a financial consultant; to analyze the
financial plan to determine whether an appropriate amount of property tax revenue was being
transferred to the City. The consultant found that the City should receive more property tax
revenue because the County underestimated the cost of services transferred from the County
to the City and because the original property tax revenue transfer amount was not adjusted by
City assessed valuation growth for two fiscal years.
CONTINUED ON ATTACHMENT: X YES SIGNATURE:
,"'RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
-.[APPROVE OTHER
SIGNATURE(S1:
ACTION OF BO ON Y.J CxJ_j APPROVED AS RECOMMENDED_ OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ABSENT /V/)r1 AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
Contact:Tony Enea
Cc:City of Oakley ATTESTED
Auditor-Controller John Sweeten,CLERK OF THE BOARD O
CAO, SUVISORS AND COUNTY ADMINISTRATOR
BY ,PE
DEPUTY
V
The County retained Economic and Planning Systems, a financial consultant, to review the
City's claims. The County consultant agreed that an adjustment to the City's property tax
revenue transfer is warranted.
Over the last six months, the City and County staffs discussed this issue and arrived at a
negotiated agreement. The attachment specifies the terms of this agreement. Essentially, the
County agrees to pay the City an additional $424,172 covering three fiscal years and adjusts
the property tax base for Oakley in future years. The City agrees to release the County from
any further financial claims related to the property tax transfer.
i•
AGREEMENT AMONG THE COUNTY OF CONTRA COSTA, THE
AUDITOR-CONTROLLER OF CONTRA COSTA COUNTY,
AND THE CITY OF OAKLEY
RELATING TO PROPERTY TAX TRANSFER
This agreement, dated for identification this 18 day of December, 2001 is entered
into between and among the County of Contra Costa ("County"), the Auditor-Controller of
the County of Contra Costa ("Auditor"), and the City of Oakley ("City").
RECITALS
A. The Local Agency Formation Commission ("LAFCO") of the County of Contra
Costa approved the incorporation of City by LAFCO Resolution No. 97-17, dated June
24, 1998. Paragraph 21 of Resolution No. 97-17 provided that "[t]he amount of base
property tax revenue transferred to the new City shall be $641,179 . . . ."
B. The electorate voted in favor of the incorporation, and City was incorporated
on July 1, 1999.
C. Government Code Section 568101(c)(1) requires the Auditor to make certain
determinations for the purpose of calculating the amount of property tax to be transferred
to a new city upon incorporation. Section 56810(c)(2) requires County to submit certain
information to LAFCO in order for LAFCO to make certain determinations for purposes of
calculating the amount of property tax to be transferred upon incorporation. Section
56810(c)(3) then requires LAFCO to determine the amount of property tax to be
transferred to the new city and further requires the Auditor to adjust this amount by the
annual tax increment to the fiscal year in which the new city receives its initial allocation
of property taxes.
D. City received its initial allocation of property taxes in fiscal year 1999-2000,
and subsequent allocations in 2000-2001 and 2001-2002 (first distribution).
E. City retained the services of a consultant, MuniFinancial, to analyze the
Auditor's and County's calculations in connection with LAFCO's determination of the
property tax transfer, as approved by LAFCO in Resolution No. 97-17.
F. City, based on its consultant's reports, believes that the amount of property tax
that should have been allocated to City for the base year (fiscal year 1999-2000) is in
excess of the amount approved by LAFCO, and that the amount of property tax that
should have been transferred to City for fiscal year 1999-2000 is in excess of the amount
1 Government Code Section 56810 was Government Code Section 56842 at the time of the LAFCO
approval of the incorporation of the City of Oakley. Where appropriate herein, reference to a subsection of
56810 shall be deemed reference to the commensurate subsection of 56842 as at the time of LAFCO
approval of the incorporation.
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 1 of 5
of$641,179. County and Auditor have believed that the amount of the property tax
approved by LAFCO is appropriate.
G. City, County, and Auditor have agreed to resolve their disputes by entering
into this agreement. This agreement is entered into in lieu of an action by City to contest
the determinations relating to the amount of the property tax to be transferred to City, as
authorized by Government Code section 56810(h), and in lieu of any other action at any
time by City against either LAFCO, the County, the County Auditor or any other agency
or official related to the property tax transferred to the City as a result of incorporation
and in lieu of any action by the County, the County Auditor or any other agency or official
against the City related to the property tax transferred to the City as a result of
incorporation.
AGREEMENT
NOW, THEREFORE, in consideration of the promises and acts described herein,
the parties agree as follows:
1. Recitals.
The foregoing recitals are true and correct and are part of this agreement.
2. Allocation of Property Tax.
In satisfaction of the requirements of Revenue and Taxation Code section
99(a)(2), Government Code Section 56810(c), and all other applicable law, Auditor shall
add to City's base tax the sum of$153,611 (One Hundred Fifty-Three Thousand Six
Hundred Eleven Dollars) for fiscal year 2001-2002 prior to adding the City's share of the
tax increment (future growth) for the 2002-2003 fiscal year to the City's 2001-02 base
tax.
3. Back Payments of Property Tax.
County shall pay to City the total sum of$424,172 (Four Hundred Twenty-
Four Thousand One Hundred Seventy-Two Dollars) as the difference between the
property tax revenues the City received for fiscal years 1999-2000, 2000-2001, and
2001-2002 and what the City would have received if the adjustments and annual tax
increment contemplated by the amount set forth in Paragraph 2, above, had been
included for those years. Said total sum shall be paid on or before January 31, 2002.
4. Adiustments to Supersede LAFCO's Determinations re Property Tax
Revenues.
The adjustment to the City's base tax set forth in paragraph 2 above and
the back payment to City set forth in paragraph 3 shall supersede the determinations
and allocation of property tax revenues to City in LAFCO Resolution No. 97-17.
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 2 of 5
5. Use by Auditor of Adjusted Property Tax Base.
Auditor shall determine the property tax apportionment factors for each tax
rate area within City, the annual tax increment to be allocated to City in fiscal years
following fiscal year 2001-2002, and all other matters required by Chapter 6 of Division 1
of the Revenue and Taxation Code, commencing with section 95, using the City's base
tax for fiscal year 2001-2002, as adjusted by the addition of$153,611 as set forth in
paragraph 2 above, with any adjustments required by State law.
6. Property Tax Records.
Upon reasonable notice to County and Auditor, County and Auditor shall
provide access as required by law to any records maintained by County and/or Auditor
relevant to the allocation of property tax revenues to City pursuant to this agreement.
7. Additional Documents and Agreements.
The parties agree to cooperate in the execution of any additional
documents or agreements, which may be required to carry out the terms of this
Agreement.
8. Release.
City agrees to release, acquit, and forever discharge County and Auditor,
LAFCO, and any and all other affected agencies, and their agents, officers, and
employees, from any and all claims, actions, causes of action, proceedings, damages, or
accounting of whatever nature, whether known or unknown, existing or not yet existing,
arising out of or in any way connected with (a) any determination made under
Government Code Section 56810(c) at the time of LAFCO approval of the incorporation
of City, (b) the determination and payment of the initial property tax allocation for City for
fiscal year 1999-2000, (c) the determination and payment of the annual tax increments
contemplated by Section 56810(c)(3), (d) the determination and payment of any and all
property tax allocations for fiscal years 2000-2001 and 2001-2002 and (e) the base tax
for fiscal year 2001-2002 as adjusted by the addition of$153,611 (see paragraph 2,
above) to the extent such base tax is used in years subsequent to fiscal year 2001-2002
for calculation of the City's property tax allocations.
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.
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 3 of 5
10. Construction of Agreement.
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 Oakley
City Manager
P.O. Box 6
3631A Main Street
Oakley CA 94561
To: Auditor
Auditor-Controller
County of Contra Costa
625 Court St.
Martinez, CA 94553
To: County of Contra Costa
County Administrator
County of Contra Costa
651 Pine Street, 11th Floor
Martinez, CA 94553
13. Warranty of Legal Authority.
Each party warrants and covenants that it has the present legal authority to
enter into this Agreement and to do the acts required of it hereunder.
14. Disputes.
Any dispute regarding the meaning or application of this agreement shall
be resolved by binding arbitration by a 3-person panel selected through JAMS.
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 4 of 5
15. Entire Agreement.
This document embodies the entire terms and conditions of the agreement
described herein. This agreement may be executed in three (3) counterparts, each of
which shall constitute an original.
16. Effective Date.
This Agreement shall be effective when signed by all parties.
CITY OF OAKLEY
Dated: /� Z
Mayor
AUDITOR-CONTROLLER
Dated: ) 2— 2-0— Of
Auditor- ontroller
COUNTY OF CONTRA COSTA COUNTY
Dated: ) 2— ) %- 01
/Chair,�fthe Boa of Supervisors
J:1WPD1Mnrsw1563\00112001\Agreelproperty tax transfer_121301.doc
Agreement Between the County of Contra Costa, the Auditor-Controller of County of 12/18/01
Contra Costa, and City of Oakley Relating to Property Tax Transfer Page 5 of 5
AUDITOR-CONTROLLER USE ONLY
CONTRA COSTA COUNTY FINAL APPROVAL NEEDED BY:
APPROPRIATION ADJUSTMENT 0 BOARD OF SUPERVISORS
T/C 27 F__j COUNTY ADMINISTRATOR
ACCOUNT CODING BUDGET UNIT:0150 Risk Management
EXPENDITURE
ORGANIZATION SUB-ACCOUNT EXPENDITURE ACCOUNT DESCRIPTION <DECREASE> INCREASE
1500 3580 Contributions to Other Agencies 424,172 Co
0990 6301 Appropriations for Contingencies 424,17200
0990 6301 Appropriable New Financing 424,17200
424,172 00 1 848,344 00
APPROVED EXPLANATION OF REQUEST
AUDITOR-CONTROLLER: Agreement with Oakley to amend 1999-2000 property tax transfer amount.
BY: DATE
COUNTY ADM ISTRATOR:
BY: DATE 2—t 0—
BOARD OF SUPERVISORS:
SUPERVISORS GIOIA,UILKEMA,
YES: GERBER,DESAULNIER,GLOVER
NO:
c, -0 2 j/olo
JQ wogenr Clerk of the Board of SIGNATURE TITLE DATE
erVlsor� County�idministrator APPROPRIATION APOO 50%3
BY: DATE ADJ.JOURNAL NO.
(M129 Rev 2186)
e 117
x CONTRA COSTA COUNTY
ESTIMATED REVENUE ADJUSTMENT
T/C 24
ACCOUNT CODING BUDGET UNIT: 0005 General County Revenue
REVENUE
ORGANIZATION ACCOUNT REVENUE ACCOUNT DESCRIPTION INCREASE <DECREASE>
0005 8981 Fund Balance Available 424,172 40
TOTALS 424,172 0 0 00
APPROVED EXPLANATION OF REQUEST
AUDITOR-CONTROLLER: Reduce Litigation and Audit Exceptions Designation for Oakley agreement
BY: / DATE /z-1z7
COUNTY ADMINISTRATOR:
BY: DATE
BOARD OF SUPERVISORS:
YES: ,�i-ERViSORS G101A,UILKEMA,
GERBER,DESAULNIER,GLOVER
NO:
Jo weeten,Clerk of the Board of S`� Ou " CA0 �t o/`,
S rvisors and County ncministrator SIGNATOR TITLE Q DATE
REVENUE ADJ. RAOO 5"D 0
BY: 4't G'L DATE �UJOURNAL NO.
(M 8134 Rev.2186)