HomeMy WebLinkAboutDIV I) CH 6 Miscellaneous Administration Procedures Section 09 - Annexations and Detachments
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CHAPTER 6 MISCELLANEOUS ADMINISTRATION PROCEDURES
SECTION 9 ANNEXATIONS AND DETACHMENTS
9.01 REQUIREMENT OF ANNEXATION FOR SERVICE
Except as provided elsewhere in this Code, whenever
utility service is requested for land outside the bounda-
ries of an improvement district, the land to be serviced
must first be annexed to an improvement district(s). If
the land is located outside the boundaries of the District,
the land must also be annexed to the District.
9.02 ANNEXATIONS TO OR DETACHMENTS FROM IMPROVEMENTS
DISTRICTS
An owner or owners of land within the District desir-
ing to annex to or detach land from an improvement district
within the District must file a petition for such proceed-
ing with the District. Annexation proceedings shall be
conducted pursuant to Chapter I (commencing with Section
72670) of Part 11, Division 20 of the California Water
Code. Detachment or exclusion proceedings shall be
conducted pursuant to Part 8.5 (commencing with Section
72080) of Division 20 of the California Water Code.
If the land proposed to be annexed is outside the
boundaries of the territory served by the Metropolitan
Water District of Southern California and the territory
served by the San Diego County Water Authority, and no
local sources of water are available to serve such land,
the District will require that the land be annexed to those
entities as well.
9.03 ANNEXATIONS TO OR DETACHMENTS FROM THE DISTRICT
THROUGH LAFCO
1. Application Process Options
An owner or owners desiring to annex land to or to detach
land from the District may either
(i) file a petition directly with the Local Agency
Formation Commission (LAFCO) for the annexation
or detachment or
(ii) request the District file a petition with LAFCO
for such annexation or detachment. Any such
proceeding for annexation or detachment, which is
deemed a change of organization or reorganization
pursuant to the Cortese-Knox-Hertzberg Local
Government Reorganization Act of 2000, shall be
initiated, conducted and completed pursuant to
Title 6, Division 1 (commencing with Section
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56000) of the California Government Code.
By annexing to the District the owners and representatives
of the annexing land agree, on behalf of themselves and all
future owners and occupants of the annexed lands, to comply
with all laws, statutes, policies, plans, conditions and
requirements applicable to the services provided by the
District to such lands, including without limitation any
conservation or local supply use requirements.
2. Board Approval Process for a request the District
file the LAFCO petition
a. The Board, or any standing committee of the Board
reviewing an annexation request will consider the
request at the next regular meeting taking place
no earlier than 60 days after the receipt by the
District of the request for the annexation and
all accompanying required information.
b. A request for annexation shall include:
(1) A legal description and a detailed map of
the area proposed to be annexed, clearly
indicating the metes and bounds of the area and
the gross and net acreage for the area with
sufficient documentation to support the gross and
net acreage specified;
(2) A certificate from the assessor of the
county within which the area proposed to be
annexed is situated setting forth the assessed
valuation of each parcel included within the
area;
(3) Identification of the ownership of each
parcel included within the area proposed to be
annexed;
(4) For each parcel included in the area
proposed to be annexed, a description of:
• The present use of each of the parcels
• Existing or proposed development plans
• An estimate of the total annual and peak
demands for water service, including an
estimate of the proportion of those demands
to be supplied by Otay Water District
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• Any infrastructure requirements for
servicing the proposed annexation area
• A plan for implementing all current water
use efficiency and restrictions
• All appropriate California Environmental
Quality Act (CEQA), and if applicable,
National Environmental Policy Act (NEPA)
documents
• Payment of all applicable fees.
c. The Water District shall consider its current and
planned water supplies, the above-listed
information, whether annexing the property would
diminish the District’s ability to serve its
current obligations.
d. The Otay Water District will submit a petition to
LAFCO for annexation or detachment following
District approval of the request for annexation
or detachment and upon payment of all applicable
fees by the owners and representatives of the
annexing or detaching land.
9.04 FEES AND CHARGES FOR ANNEXATIONS OR DETACHMENTS
A petitioner requesting an annexation to or detachment
from the District or within the District shall pay the
following applicable fees and charges:
A. Administrative Processing Fees
1. District Processing Fee. A District processing fee
(see Appendix A, Section 9 for fee) shall be paid
to the District for each annexation or detachment
proceeding, regardless of the number of parcels
involved, provided all parcels are included in one
proceeding. This fee shall constitute the "base
rate" on March 3, 1997. The base rate shall be
adjusted annually for fluctuations in the Consumer
Price Index (Urban Wage Earners and Clerical
Workers - Los Angeles) and subsequent cost-of-
living adjustment (COLA).
2. Additional Processing Fees or Charges. The peti-
tioner shall pay all processing fees and charges
due LAFCO, the State Board of Equalization and any
other applicable government agency.
3. Concurrent Annexations to or Detachments from the
District and an Existing Improvement District.
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No additional processing costs or fees will be
charged to a petitioner for an annexation to or
detachment from an existing improvement district
when the proceeding is part of an annexation to
or detachment from the District.
4. Payment of Fees and Charges. The District
processing fees and charges shall be paid to the
District at the time the petition for such
proceeding is filed. Where a petition is filed
with LAFCO, the District shall notify LAFCO that
payment of all required fees and charges to the
District shall be a condition for District
approval of the annexation or detachment.
B. Water Annexation Fees. The annexation fee (see
Appendix A, Section 9) shall constitute the "base
rate" on June 7, 2017). The base rate shall be
adjusted on the first day of each calendar quarter
for fluctuations in construction costs, as measured
by the Engineering News Record Construction Cost
Index for the Los Angeles Region. The ENR
Construction Cost Index of 11,555.03 on April 1,
2017 shall be deemed the "base index." The
adjustment shall be in an amount equal to the
percentage change in the ENR Construction Cost
Index from the base index for the period from April
1, 2017 to the date of payment.
1. No water annexation fee shall be required for
existing and future agricultural water service
furnished by the District under the COMMERCIAL
AGRICULTURAL category of Section 25 of the Code.
2. Non-permanent irrigation water service furnished by
the District under Section 30 of the Code shall be
available without payment of a water annexation
fee.
3. Open Space to be Annexed. Open space lands shall
not be excluded from annexations of land to a
water improvement district.
4. Water Meter Type Exclusions. Annexation fees
shall be collected on all water meters sold
except for construction water meters, water tank
truck meters, nonpermanent irrigation water
meters, and outside user meters, all as defined
elsewhere in this Code.
5. Effective Date. Annexation fees shall be col-
lected on all lands annexing into the Otay Water
District boundaries on or after March 5, 1997.
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6. Basis for Determination. For annexations of land
into the Otay Water District boundaries, the
petitioner shall pay an annexation fee. The fee
shall be paid at the time of petition to be
annexed. There shall be no water annexation fee
charged for parcels already within District
boundaries that are applying to be annexed into a
water ID.
For permanent water meters, except for commercial
agricultural meters, the annexation fee shall be
determined on the basis of the demand to be placed
on the District-wide water system. The fee will be
determined on the basis of the size of the water
meter required, as set forth in Section 27 of the
Code. The fee shall be determined by multiplying
the demand factor for the meter size, as set forth
in Section 28 of the Code, by the annexation fee
per EDU. See Appendix A, Section 9 for fees.
C. Sewer Annexation Fees
1. Improvement District Annexation. All annexation
for sewer service shall be into Improvement
District No. 18 on or after December 16, 1998.
2. Open Space to be Annexed. Open space lands shall
not be excluded from annexations of land to a
sewer improvement district.
3. Effective Date. Annexation fees shall be
collected on all lands annexing to a sewer
improvement district on or after December 16,
1998.
4. Basis for Determination. For annexations of land
to a sewer improvement district within the Dis-
trict, the petitioner shall pay an annexation
fee. The fee shall be determined on the basis of
the demand to be placed on the District sewer
system. The fee shall be paid at the time of
sewer service connection request or General
Manager's approval of plans, whichever occurs
earlier. The extent of the demand will be
determined on the basis of each equivalent
dwelling unit (EDU) of service which is to be
connected to the District sewer system. The
number of EDUs prescribed in Section 53 of the
Code shall be the basis for computation of the
amount of the annexation fee. The fee will be
determined by multiplying the number of EDUs by
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the annexation fee per EDU. See Appendix A,
Section 9 for fees.
This annexation fee shall constitute the "base
rate" on June 7, 2017. The base rate shall be
adjusted on the first of each calendar quarter
for fluctuations in construction costs as
measured by the Engineering News Record
Construction Cost Index for the Los Angeles
Region. The ENR Construction Cost Index of
11,555.03 (as of April 1, 2017) shall be deemed
the "base index." The adjustment shall be in an
amount equal to the percentage change in the ENR
Construction Cost Index from the base index for
the period from April 1, 2017 to the date of
payment.
D. Detachment Fees
For each detachment of land from an improvement
district, the petitioner shall pay such fees as
the General Manager determines are appropriate
for the detachment. Determinations shall be made
by the General Manager on a case-by-case basis.
9.05 TAXATION OF PROPERTY AFTER ANNEXATION TO IMPROVEMENT
DISTRICT
Where property is annexed by a petitioner, other than
a tax-exempt agency, the property in the annexed area shall
be subject to taxation after the annexation thereof for the
purposes of the improvement district, including the payment
of principal and interest on bonds and other obligations of
the improvement district authorized and outstanding at the
time of the annexation. The Board of Directors shall
provide as a condition of the annexation that the annexed
area shall be subject to taxation as if the property had
always been a part of the improvement district.
9.06 OTHER CONDITIONS OF ANNEXATION
1. By annexing to the District the owners and
representatives of the annexing land agree, on
behalf of themselves and all future owners and
occupants of the annexed lands, to comply with
all laws, statutes, policies, plans, conditions
and requirements applicable to the services
provided by the District to such lands, including
without limitation any conservation or local
supply use requirements.
2. Proposals which create an unannexed area entirely
surrounded by an annexed area shall not be
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approved unless the Board determines that the
Water District’s interests will not be adversely
affected by the existence of the encompassed
area.
3. An annexed area shall be subject to all
applicable water use efficiency guidelines.
9.07 ANNEXATION OF TRIBAL LANDS
Annexation of Tribal Lands may be approved where an
agreement with the Tribal government to assure
implementation and annexation conditions and requirements
has been signed, in accordance with Water Code section
71611.5(b). The agreement shall include, among other items,
payment to the Water Authority in lieu of taxes,
assessments, and other charges from which the tribal lands
would otherwise be exempt, and a tribal government waiver
of sovereign immunity from suit for the purposes of
enforcement of the contractual agreement. The waiver of
sovereign immunity from suit for the purposes of
enforcement of the contractual agreement shall specify that
suit shall proceed in either the Superior Court of the
State of California, or the proper jurisdiction of the
Federal Court, whichever is proper, and be subject to
California and/or Federal law.