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C I T Y 0 F SAN B ERN A R DIN 0
INTEROFFICE MEMORANDUM
8601-607
TO: John Matzer, Jr., City Administrator
FRml: Raymond D. Schweitzer, Deputy City Administrator
SUBJECT: Annexation Notification
DATE:
January 14, 1986
(6589)
COPIES:
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At the last regularly scheduled meeting, the Mayor and Common
Council referred the matter of notification of affected
parties and surrounding communities of the proposed annexa-
tion into the City to ....staff and the City Administrator's
Office for a report back to Council on January 21, 1986." I
have taken the lead in your absence to meet with representa-
tives of the Public Works Department, City Attorney's Office,
the Mayor's staff and the City Clerk.
The following report is written after a very thorough,
comprehensive study and discussion by those representatives
mentioned in the previous paragraph. In view of the fact
that the CQ~t~~~~EnQz_F~9J9~njzation Act has set forth a very
specific process of notification for cities to follow; and,
as you are aware, the law just became effective January 1,
1986, in all probability, the City of San Bernardino will be
the first Charter City to use this law and, perhaps, the very
first City to annex under it.
In 1984, during the Highlant annexation, the City of San
Bernardino was accused of using public funds to disseminate
information in favor of anne~ation. The issue on which a
legal opinion was requested was whether or not the City is
capable of providing 'fair anc unbiased information.'
There are many methods of ad.ertising including newspaper,
mail, radio, CATV (community access channel), brochures,
sound trucks and other media. None of the above methods used
singularly are cost prohibitive with the highest single item
being the direct mail brochur~ at approximately $4,000.
The consensus of tb~ staff and my recommendation is that
having been accused of not being capable of disseminating
"fair and unbiased information", that it is not advisable for
the City to deviate from the process set out in the newly
enacted State law. Further, because there are no precedents
nor cases pending concerning the issues of notification, it
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INTEROFFICE MEMORANDml: 8601-607
Annexation Notification
January 14, 1986
Page 2
j.s, .I~~.QI!)Jll.eI1.9.e.!'t _ j;j!Sl.Lj;~L_ 9.Y.Q.i.I'L_~1.L~ball enge.s_Q.L lInI'.IQI'r i ety .
tl1.e, , S::.i.ty, _ JlJ1.O.u.ld "strictJy ,adhere _ tp, , .tl1.e___~.iaL... Other
municipalities could be watching the San Bernardino
experience and there [,},ouJ 0 not be Cl.ny dangerous precedents
set in the first time use of the ~.e~~Ql'_Re.9J':.99.D.ization
AQL.
The above recommendation certainly does not preclude private
parties nor organizations from disseminating inforn~tion nor
the City staff fro~ responding to inquiries. If the proper
number of protests are received placing the matter on the
ballot, ample opportunity ~ill be given to both the pros and
cons to respond on the sample ballot that is mailed to each
registered voter.
RDS/~d
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':ITY OF SAN JEJ.. ~ARDINO
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.JlEMORANDU._~
To JOHN MATZER, JR.
City Administrator
Subject Proposed Annexation of Nine Separate Areas
Between Waterman Avenue and Boulder Avenue
From WILLIAM SABOURIN
Assistant City Attorney
Date January 15, 1986
Approved
OQ.n. No. 86-3
Date 1U.47, 14.994
In connection with the subject annexation, the following
questions have been raised.
1. When must the protest be signed to be effective?
2. Are each of the separate areas severable in the
annexation process?
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3. What constitutes a protest and what matters must be
contained in a protest?
4.
Are there any limitations on funds when the proposed
annexation is at the protest stage?
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DISCUSSION.
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1. Government Code Section 57051 provides in pertinent part:
"At any time prior to the time specified
for commencement of the hearing in the notice
given by the clerk but not thereafter, any
owner of land or any registered voter within
inhabited territory proposed to be annexed
. . . may file a written protest against the
annexation . . . . Each written protest shall
show the date that each signature was affixed
to the protest; all signatures without a date
or bearing a date prior to the date of publication
of the notice shall be disregarded for purposes of
ascertaining the value of any written protests."
Pursuant to the provisions of said Section 57051, it is
concluded that written protests may only be filed with the Clerk
between the date of publication of the notice and the time
specified for commencement of the hearing.
In the subject proposed annexation process, the protest
period is scheduled from the date of publication, February 20,
1986, to March 7, 1986, the time set for commencement of the
hearing.
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II 2., :)c'overnment Code Section 56046 provides in pertinent part
U 'tllat":J;
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'Inhabited territory' means territory within which
ClrF Oil I'H.~l)V"
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January 15, 1986
John Matzer, Jr.
Page Two
there reside 12 or more registered voters. All other
territories shall be deemed uninhabited.
The proposed annexation includes areas which are inhabited
and an area, the cemetery, which is deemed uninhabited. The nine
separate areas are the subject of one proposed annexation. In
accordance with interpretation of LAFCO staff, the annexation is
being treated as if it were all inhabited territory because under
the definition of "inhabited territory" there are more than 12
registered voters in the territory in one annexation.
The LAFCO staff office indicated that, all such annexations
are processed in this manner, and that this method is consistent
throughout LAFCO agencies in California. It is our opinion that
each of the separate areas is not severable from the other areas
in the annexation process.
3. Government Code Section 57051 provides in pertinent part:
"Each written protest shall state whether it is
made by a landowner or registered voter and the name
and address of the owner affected and the street address
or other description sufficient to identify the location
of the land or the name and address of the registered voter
as it appears on the affidavit of registration. Protests
may be made on behalf of an owner of land by an agent
authorized in writing by the owner to act as agent with
respect to that land. Protests may be made on behalf of
a private corporation which is an owner of land by any
officer or employee of the corporation without written
authorization by the corporation to act as agent in
making that protest. Each written protest shall show
the date that each signature was affixed to the protest
"
In accordance with said Section 57051, the following must be
stated in a protest:
A. Whether the protest is made by a landowner or
registered voter;
B. The name and address of the owner of land
affected, and the street address or other
description sufficient to identify the
location; or the name and address of the
registered voter as it appears on the
affidavit of registration;
C. The date that each signature was affixed
to the protest.
January 15, 1986
John Matzer, Jr.
Page Three
In addition to Items 1-3, a protest must be in writing and
ccntain a clear statement indicating an objection to the proposed
annexation.
4. This office has issued an opinion with regard to the
City's participation in annexation efforts. This opinion was
prepared by Allen Briggs on May 4, 1984. A copy of the opinion
has been given to the City Clerk and City Administrator. The
information provided therein is still current.
In the case of Stanton v. Mott (1976), 17 Cal.3d 206,
130 Cal.Rptr. 697, the California Supreme Court stated that in
the absence of clear and explicit legislative authorization, a
public agency may not expend public funds to promote a partisan
position in an election campaign. With regard to the subject
annexation and the protest by qualified voters and land owners
there is no legislative provision accorded the City to promote
a partisan position with regard to any such protests.
As pointed out in our July 31, 1981 opinion, regarding the
use of City personnel in elections, the California Supreme Court,
in the Stanson v. Mott case, accepted as the ruling law the
principles enunciated in the case of Citizens to Protect Public
Funds v. The Board of Education. The California Supreme Court
noted from ttat case that:
" . . . while condemning the school board's use of
public funds to advocate only one side of an election issue,
at the same time emphatically affirmed the school board's
implicit power to make 'reasonable expenditures for the
purpose of giving voters relevant facts to aid them in
reaching an informed judgment when voting upon the
proposal.'"
Based on the foregoing it is our op~n~on that the Mayor and
Common Council may properly expend public funds for informational
purposes in the protest stage of the proposed annexation so long
as the information is presented in a fair and reasonable manner,
and will be authorized so long as it constitutes a "fair
presentation of the facts" including "all consequences, good
2nd bad, of the proposal."
CONCLUSIONS
1. Written protests objecting to a proposed annexation, may
only be filed with the Clerk between the date of
publication of the notice and the time specified for
commercement of the hearing.
2. Where the proposed annexation includes both separate
January 15, 1986
John Matzer, Jr.
Page Four
areas of inhabited and uninhabited territory, the
annexation is treated as an annexation of inhabited
territory and such areas are not severable in the
annexation process.
3. Each protest must be written and contain the
following information: (a) The identification of the
protestor as either a land owner or a registered
voter; (b) the name and address of the owner of land
affected, or the name and address of the registered
voter as it appears on the affidavit of registration;
and (c) the date that each signature was affixed
to the protest.
4. The Mayor and Common Council may properly expend
public funds for informational purposes in the
protest stage of the proposed annexation so long as
the information is presented in a fair and reasonable
manner, and will be authorized so long as it constitutes
a "fair presentation of the facts including all
consequences, good and bad, of the proposed annexation.
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WILLIAM SABOURIN
Assistant City Attorney
WS:ca
Concur:
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Ci ty torney
cc: Mayor
City Clerk