HomeMy WebLinkAboutCC Reso No 2016-023 CC Reso Declaring Its Intent to Establish CFD No. 2015-4RESOLUTION NO. 2016 -023
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
LAKE ELSINORE, CALIFORNIA, DECLARING ITS INTENT
TO ESTABLISH COMMUNITY FACILITIES DISTRICT NO.
2015 -4 OF THE CITY OF LAKE ELSINORE (TERRACINA), TO
AUTHORIZE THE LEVY OF A SPECIAL TAX TO PAY THE
COSTS OF ACQUIRING OR CONSTRUCTING CERTAIN
FACILITIES, SERVICES AND EXPENSES OF THE DISTRICT
AND TO PAY DEBT SERVICE ON BONDED INDEBTEDNESS
WHEREAS, the City of Lake Elsinore (the "City ") received a petition signed by the owner
of more than ten percent of the land within the boundaries of the territory which is proposed for
inclusion in a proposed community facilities district, which petition meets the requirements of
Sections 53318 and 53319 of the Government Code of the State of California; and
WHEREAS, the City Council of the City (the "City Council ") desires to adopt this
resolution of intention as provided in Section 53321 of the Government Code of the State of
California to establish a community facilities district consisting of the territory described in
Attachment "A" hereto and incorporated herein by this reference, which the City Council hereby
determines shall be known as "Community Facilities District No. 2015 -4 of the City of Lake
Elsinore (Terracina)" (the "Community Facilities District No. 2015 4" or the "District ") pursuant to
the Mello -Roos Community Facilities Act of 1982, as amended, commencing with Section
53311 of the Government Code (the "Act ") to finance (1) the purchase, construction,
modification, expansion, improvement or rehabilitation of certain real or other tangible property
described in Attachment "B" hereto and incorporated herein by this reference, including all
furnishings, equipment and supplies related thereto (collectively, the "Facilities "), which Facilities
have a useful life of five years or longer, (2) the incidental expenses to be incurred in connection
with financing the Facilities and forming and administering the District (the "Facilities Incidental
Expenses ") (3) maintaining, servicing, cleaning, repairing and /or replacing landscaped areas in
public street right -of -ways, public landscaping, public open spaces and other similar landscaped
areas officially dedicated for public use and water quality improvements (the "Services "), and (4)
the incidental expenses to be incurred in connection with forming and administering the District
and financing the Services (the "Services Incidental Expenses" and together with the Facilities
Incidental Expenses, the "Incidental Expenses ");
WHEREAS, the City Council further intends to approve an estimate of the costs of the
Facilities, the Services and the Incidental Expenses for Community Facilities District No. 2015-
4; and
WHEREAS, it is the intention of the City Council to consider financing the Facilities, the
Services and the Incidental Expenses through the formation of Community Facilities District No.
2015 -4 and the issuance of bonded indebtedness in an amount not to exceed $20,000,000 with
respect to the Facilities and the Facilities Incidental Expenses, and the levy of a special tax to
pay for the Facilities (the "Facilities Special Tax "), the Services (including the special tax to be
levied contingent upon the inability of a property owner association to maintain the Services
(collectively, the "Services Special Tax ")) and the Incidental Expenses and to pay debt service
on the bonded indebtedness, provided that the bond sale and such special tax levy are
approved at an election to be held within the boundaries of Community Facilities District No.
2015 -4; and
City Council Resolution No. 2016 -023
Page 2 of 6
WHEREAS, the City desires to enter into a reimbursement agreement with Terracina
Investors, LLC, a California limited liability company (the "Developer "), the form of which is on
file with the City Clerk (the "Reimbursement Agreement "), to provide for the reimbursement of
certain amounts advanced by the Developer in connection with the formation of the District;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE
HEREBY FINDS, DETERMINES, RESOLVES, AND ORDERS AS FOLLOWS:
Section 1. The above recitals are true and correct.
Section 2. A community facilities district is proposed to be established under the terms
of the Act. It is further proposed that the boundaries of the community facilities district shall be
the legal boundaries as described in Attachment "A" hereto, which boundaries shall, upon
recordation of the boundary map for the District, include the entirety of any parcel subject to
taxation by the District, and as depicted on the map of the proposed Community Facilities
District No. 2015 -4 which is on file with the City Clerk. The City Clerk is hereby directed to sign
the original map of the District and record it with all proper endorsements thereon with the
Assessor - County Clerk- Recorder of the County of Riverside within 15 days after the adoption of
this resolution, all as required by Section 3111 of the Streets and Highways Code of the State of
California.
Section 3. The name of the proposed community facilities district shall be
"Community Facilities District No. 2015 -4 of the City of Lake Elsinore ( Terracina)."
Section 4. The Facilities proposed to be provided within Community Facilities District
No. 2015 -4 are public facilities as defined in the Act, which the City and the Elsinore Valley
Municipal Water District, with respect to certain water and sewer facilities, are authorized by law
to construct, acquire, own and operate. The City Council hereby finds and determines that the
description of the Facilities herein is sufficiently informative to allow taxpayers within the
proposed District to understand what the funds of the District may be used to finance. The
Facilities Incidental Expenses expected to be incurred include the cost of planning and
designing the Facilities, the costs of forming the District, issuing bonds and levying and
collecting a special tax within the proposed District. The Facilities may be acquired from one or
more of the property owners within the District as completed public improvements or may be
constructed from bond or Facilities Special Tax proceeds.
All or a portion of the Facilities may be purchased with District funds as completed public
facilities pursuant to Section 53314.9 or as discrete portions or phases pursuant to Section
53313.51 of the Act and /or constructed with District funds pursuant to Section 53316.2 of the
Act. Any portion of the Facilities may be financed through a lease or lease- purchase
arrangement if the District hereafter determines that such arrangement is of benefit to the
District.
The Services proposed to be provided for the benefit of Community Facilities District No.
2015 -4 are public services as defined in the Act, and this City Council finds and determines that
the Services to be financed are in addition to those provided in the territory of the District at the
present time and do not supplant services already available within the territory of the District.
The City Council hereby finds and determines that the description of the Services herein is
sufficiently informative to allow taxpayers within the proposed District, to understand what the
funds of the District may be used to finance. The Services Incidental Expenses expected to be
incurred include the costs of planning the Services, the costs of forming the District, the cost of
City Council Resolution No. 2016 -023
Page 3 of 6
levying and collecting the Services Special Tax within the proposed District and the cost of
administration.
Section 5. Except where funds are otherwise available, it is the intention of the City
Council to levy annually in accordance with the procedures contained in the Act the Facilities
Special Tax, secured by recordation of a continuing lien against all nonexempt real property in
the District, sufficient to pay for: (i) the Facilities and Facilities Incidental Expenses; and (ii) the
principal and interest and other periodic costs on bonds -or other indebtedness issued to finance
the Facilities and Facilities Incidental Expenses, including the establishment and replenishment
of any reserve funds deemed necessary by the District, and any remarketing, credit
enhancement and liquidity facility fees (including such fees for instruments which serve as the
basis of a reserve fund in lieu of cash). The rate and method of apportionment and manner of
collection of the special tax are described in detail in Attachment "C" attached hereto, which
Attachment "C" is incorporated herein by this reference. Attachment "C" allows each landowner
within the District to estimate the maximum amount of the Facilities Special Tax that may be
levied against each parcel. In the first year in which such Facilities Special Tax is levied, the
levy shall include an amount sufficient to repay to the District all amounts, if any, transferred to
the District pursuant to Section 53314 of the Act and interest thereon.
If the Facilities Special Tax is levied against any parcel used for private residential
purposes, (i) the maximum Facilities Special Tax rate shall be specified as a dollar amount
which shall be calculated and established not later than the date on which the parcel is first
subject to the Facilities Special Tax because of its use for private residential purposes and shall
not be increased over time except that it may be increased by an amount not to exceed one
percent (1 %) per year to the extent permitted in the rate and method of apportionment of the
special tax set forth in Attachment "C," (ii) such Facilities Special Tax not shall be levied after
fiscal year 2057 -58, as described in Attachment "C" hereto, and (iii) under no circumstances will
the Facilities Special Tax levied against any such parcel used for private residential uses be
increased as a consequence of delinquency or default by the owner or owners of any other
parcel or parcels within the District by more than ten percent above the amount that would have
been levied in that fiscal year had there never been any such delinquencies or defaults.
The Facilities Special Tax is based on the expected demand that each parcel of real
property within proposed Community Facilities District No. 2015 -4 will place on the Facilities and
on the benefit that each parcel derives from the right to access the Facilities. The City Council
hereby determines that the proposed Facilities are necessary to meet the increased demand
placed upon the City and the existing infrastructure in the City as a result of the development of
the land proposed for inclusion in the District. The City Council hereby determines the rate and
method of apportionment of the special tax with respect to the Facilities Special Tax set forth in
Attachment "C" to be reasonable. The Facilities Special Tax is apportioned to each parcel on
the foregoing basis pursuant to Section 53325.3 of the Act and such special tax is not on or
based upon the value or ownership of real property. In the event that a portion of the property
within Community Facilities District No. 2015 -4 shall become for any reason exempt, wholly or
partially, from the levy of the Facilities Special Tax specified on Attachment "C," the City Council
shall, on behalf of Community Facilities District No. 2015 -4, cause the levy to be increased,
subject to the limitation of the maximum Facilities Special Tax for a parcel as set forth in
Attachment "C," to the extent necessary upon the remaining property within proposed
Community Facilities District No. 2015 -4 which is not exempt in order to yield the Facilities
Special Tax revenues required for the purposes described in this Section 5. The obligation to
pay the Facilities Special Tax may be prepaid only as set forth in Section G of Attachment "C"
hereto.
City Council Resolution No. 2016 -023
Page 4 of 6
Section 6. Except where funds are otherwise available, it is the intention of the City
Council to levy annually in accordance with the procedures contained in the Act the Services
Special Tax, secured by recordation of a continuing lien against all nonexempt real property in
the District, sufficient to pay for the Services and the Services Incidental Expenses. The rate
and method of apportionment and manner of collection of the Services Special Tax are
described in detail in Attachment "C" attached hereto. Attachment "C" allows each landowner
within the District to estimate the maximum amount of the Services Special Tax that may be
levied against each parcel.
The Services Special Tax may be increased by the greater of the increase in the
consumer price index or two percent (2 %) per year, to the extent permitted in the Rate and
Method. The Services Special Tax may be levied for such period as the Services are needed,
as further described in Attachment "C" hereto, provided that under no circumstances will such
special tax be increased with respect to residential property as a consequence of delinquency or
default by the owner of any other parcel or parcels within the District by more than ten percent.
The Services Special Tax is based on the expected demand that each parcel of real
property within proposed Community Facilities District No. 2015 -4 will place on the Services.
The City Council hereby determines that the proposed Services are necessary to meet the
increased demand placed upon the City and the maintenance of landscaped areas officially
dedicated for public use and water quality improvements in the City as a result of the
development of the land proposed for inclusion in the District. The City Council hereby
determines the rate and method of apportionment of the special taxes set forth in Attachment
"C" to be reasonable. The Services Special Tax is apportioned to each parcel on the foregoing
basis pursuant to Section 53325.3 of the Act and such Services Special Tax is not on or based
upon the value or ownership of real property
Section 7. A public hearing (the "Hearing ") on the establishment of the proposed
Community Facilities District No. 2015 -4, the proposed rate and method of apportionment of the
Facilities Special Tax and the Services Special Tax and the proposed issuance of bonds to
finance the Facilities and the Facilities Incidental. Expenses shall be held at 9:30 a.m., or as
soon thereafter as practicable, on April 12, 2016, at the City Cultural Center, 183 North Main
Street, Lake Elsinore, California. Should the City Council determine to form the District, a
special election will be held to authorize the issuance of the bonds and the levy of the special
tax in accordance with the procedures contained in Government Code Section 53326. If held,
the proposed voting procedure at the election will be a landowner vote with each landowner who
is the owner of record of land within the District at the close of the Hearing, or the authorized
representative thereof, having one vote for each acre or portion thereof owned within the
proposed District. Ballots for the special election may be distributed by mail or by personal
service.
Section 8. At the time and place set forth above for the Hearing, the City Council will
receive testimony as to whether the proposed Community Facilities District No. 2015 -4 shall be
established and as to the method of apportionment of the special tax and shall consider:
(a) if an ad valorem property tax is currently being levied on property within
proposed Community Facilities District No. 2015 -4 for the exclusive purpose of paying principal
of or interest on bonds, lease payments or other indebtedness incurred to finance construction
of capital facilities; and
City Council Resolution No. 2016 -023
Page 5 of 6
(b) if the capital facilities to be financed and constructed by Community
Facilities District No. 2015 -4 will provide the same services as were provided by the capital
facilities mentioned in subsection (a); and
(c) if the City Council makes the findings specified in subsections (a) and (b)
above, it will consider appropriate action to determine whether the total annual amount of ad
valorem property tax revenue due from parcels within Community Facilities District No. 2015 -4,
for purposes of paying principal and interest on the debt identified in subsection (a) above, shall
not be increased after the date on which Community Facilities District No. 2015 -4 is established,
or after a later date determined by the City Council with the concurrence of the legislative body
which levied the property tax in question.
Section 8. At the time and place set forth above for the Hearing, any interested
person, including all persons owning lands or registered to vote within proposed Community
Facilities District No. 2015 -4, may appear and be heard.
Section 9. Each City officer who is or will be responsible for providing the Facilities
and the Services within proposed Community Facilities District No. 2015 -4, if it is established, is
hereby directed to study the proposed District and, at or before the time of the above - mentioned
Hearing, file a report with the City Council containing a brief description of the public facilities
and services by type which will in his or her opinion be required to meet adequately the needs of
Community Facilities District No. 2015 -4 and an estimate of the cost of providing those public
facilities and services, including the cost of environmental evaluations of such facilities and an
estimate of the fair and reasonable cost of any Incidental Expenses to be incurred.
Section 10. The District may accept advances of funds or work -in -kind from any
source, including, but not limited to, private persons or private entities, for any authorized
purpose, including, but not limited to, paying any cost incurred in creating Community Facilities
District No. 2015 -4. The District may enter into an agreement with the person or entity
advancing the funds or work -in -kind, to repay all or a portion of the funds advanced, or to
reimburse the person or entity for the value, or cost, whichever is less, of the work -in -kind, as
determined by the City Council, with or without interest.
Section 11. The City Clerk is hereby directed to publish a notice (the "Notice ") of the
Hearing pursuant to Section 6061 of the Government Code in a newspaper of general
circulation published in the area of proposed Community Facilities District No. 2015 -4. The City
Clerk is further directed to mail a copy of the Notice to each of the landowners within the
boundaries of the District at least 15 days prior to the Hearing. The Notice shall contain the text
or a summary of this Resolution, the time and place of the Hearing, a statement that the
testimony of all interested persons or taxpayers will be heard, a description of the protest rights
of the registered voters and landowners in the proposed district and a description of the
proposed voting procedure for the election required by the Act. Such publication shall be
completed at least seven (7) days prior to the date of the Hearing.
Section 12. The reasonably expected maximum principal amount of the bonded
indebtedness to be incurred by the District for the Facilities and Facilities Incidental Expenses is
Twenty Million Dollars ($20,000,000).
Section 13. The form of the Reimbursement Agreement is hereby approved. The
Mayor, the City Manager, the Director of Administrative Services, or their written designees are
hereby authorized and directed to execute and deliver the Reimbursement Agreement in the
City Council Resolution No. 2016 -023
Page 6 of 6
form on file with the City Clerk with such changes, insertions and omissions as may be
approved by the officer or officers executing such agreement, said execution being conclusive
evidence of such approval.
Section 14. Except to the extent limited in any bond resolution or trust indenture related
to the issuance of bonds, the City Council hereby reserves to itself all rights and powers set
forth in Section 53344.1 of the Act (relating to tenders in full or partial payment).
Section 15. This Resolution shall be effective upon its adoption.
PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the
City of Lake Elsinore, California, this 8th day of .March; 016. -� --
Brian Tisda[ ,
ATTEST:
Q
san-M. Domen, MMC
City Clerk
APPROVED AS TO FORM:
LI-L:A v�—
Barbara Zeild Leibold, City Attorney
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Susan M. women, City Clerk of the City of Lake Elsinore, California, do hereby certify
that Resolution No. 2016 -023 was adopted by the City Council of the City of Lake
Elsinore, California, at the regular meeting of March 8, 2016, and that the same was
adopted by the following vote:
AYES: Council Members Johnson and Manos, Mayor Pro Tern Magee, and Mayor Tisdale
NOES: None
ABSENT: Council Member Hickman
ABSTAIN: None
� a,►.- may,,"`
Susan M. Domen, MMC
City Clerk
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ATTACHMENT B
Types of Facilities
to Be Financed by Community
Facilities District No. 2015 -4 of the City of Lake Elsinore
The proposed types of public facilities and expenses to be financed by the District
include:.
The construction, purchase, modification, expansion, rehabilitation and /or improvement
of (i) drainage, library, park, roadway and other public facilities of the City, including the
foregoing public facilities which are included in the City's fee programs with respect to such
facilities and authorized to be financed under the Mello -Roos Community Facilities Act of 1982,
as amended (the "City Facilities ") and (ii) water and sewer facilities including the acquisition of
capacity in the sewer system and /or water system of the Elsinore Valley Municipal Water District
which are included in Elsinore Valley Municipal Water District's water and sewer capacity and
connection fee programs (the "Water District Facilities" and together, with the City Facilities, the
"Facilities "), and all appurtenances and appurtenant work in connection with the foregoing
Facilities, including the cost of engineering, planning, designing, materials testing, coordination,
construction staking, construction management and supervision for such Facilities, and to
finance the incidental expenses to be incurred, including:
a. The cost of engineering, planning and designing the Facilities;
b. All costs, including costs of the property owner petitioning to form the District,
associated with the creation of the District, the issuance of the bonds, the determination of the
amount of special taxes to be levied and costs otherwise incurred in order to carry out the
authorized purposes of the District; and
C. Any other expenses incidental to the construction, acquisition, modification,
rehabilitation, completion and inspection of the Facilities.
Capitalized terms used and not defined herein shall have the meaning set forth in the
Rate and Method of Apportionment of Special Taxes for the District.
Types of Services
to Be Financed by Community
Facilities District No. 2015 -4 of the City of Lake Elsinore
The services which may be funded with proceeds of Special Tax B of CFD No. 2015 -4,
as provided by Section 53313 of the Act, will include all costs attributable to maintaining,
servicing, cleaning, repairing and /or replacing landscaped areas (may include reserves for
replacement) in public street right -of -ways, public landscaping, public open spaces and other
similar landscaped areas officially dedicated for public use. These services including the
following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space,
which maintenance and lighting services may include, without limitation, furnishing of electrical
power to street lights; repair and replacement of damaged or inoperative light bulbs, fixtures and
standards; maintenance (including irrigation and replacement) of landscaping vegetation
situated on or adjacent to parks, parkways, streets, roads and open space; maintenance and
repair of irrigation facilities; maintenance of public signage; graffiti removal from and
maintenance and repair of public structures situated on parks, parkways, streets, roads and
open space; maintenance and repair of playground or recreation program equipment or facilities
situated on any park; and
(b) maintenance and operation of water quality improvements which include storm
drainage and flood protection facilities, including, without limitation, drainage inlets, catch basin
inserts, infiltration basins, flood control channels, fossil fuel filters, and similar facilities.
Maintenance services may include but is not limited to the repair, removal or replacement of all
or part of any of the water quality improvements, fossil fuel filters within the public right -of -way
including the removal of petroleum hydrocarbons and other pollutants from water runoff, or
appurtenant facilities, clearing of inlets and outlets; erosion repairs; and cleanup to
improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of
CFD No. 2015 -4; as well as local roads within residential subdivisions located within CFD No.
2015 -4; and any portions adjacent to the properties within CFD No. 2015 -4; and
In addition to payment of the cost and expense of the forgoing services, proceeds of
Special Tax B may be expended to pay "Administrative Expenses," as said term is defined in
the Rate and Method of Apportionment.
Capitalized terms used and not defined herein shall have the meaning set forth in the
Rate and Method of Apportionment of Special Taxes for CFD No. 2015 -4.
Types of Services
to Be Financed by Community
Facilities District No. 2015 -4 of the City of Lake Elsinore
The services which may be funded with proceeds of Special Tax C (Contingent) of CFD
No. 2015 -4, as provided by Section 53313 of the Act, will include all costs attributable to
maintaining, servicing, cleaning, repairing and /or replacing water quality improvements (may
include reserves nor-replacement) - in- public-street- right- af- way�pubFiE landsEapin�publ +c -ep
spaces and other similar landscaped areas officially dedicated for public use.
The authorized Special Tax C Services include the maintenance (including irrigation and
replacement) of landscaping vegetation situated on or adjacent to parks, parkways, streets,
roads and open space; maintenance of natural, upgraded open space /hillsides including the fuel
modification areas; maintenance and repair of irrigation facilities; maintenance and operation of
water quality improvements, which include the bio- retention facility and appurtenances, which
shall be maintained as described in the adopted Terracina Specific Plan on file with the City of
Lake Elsinore and as an exhibit in the Public Hearing Report. Maintenance services may
include, but are not limited to the repair, removal or replacement of all or part of any of the water
quality improvements.
In addition to payment of the cost and expense of the forgoing services, proceeds of
Special Tax C (Contingent) may be expended to pay "Administrative Expenses," as said term is
defined in the Rate and Method of Apportionment.
Capitalized terms used and not defined herein shall have the meaning set forth in the
Rate and Method of Apportionment of Special Taxes for CFD No. 2015 -4.
Attachment C
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES FOR
COMMUNITY FACILITIES DISTRICT NO. 2015 -4 (TERRACINA)
OF THE CITY OF LAKE ELSINORE
A Special Tax (all capitalized terms are defined in Section A, "Definitions ", below) shall be applicable to each
Assessor's Parcel of Taxable Property located within the boundaries of the City of Lake Elsinore Community
Facilities District No. 2015 -4 (Terracina) ("CFD No. 2015 -4 "). The amount of Special Tax to be levied in each
Fiscal Year, on an Assessor's Parcel, shall be determined by the City Council of the City of Lake Elsinore,
acting in its capacity as the legislative body of the CFD No. 2015 -4 by applying the appropriate Special Tax for
Developed Property, Approved Property, Undeveloped Property, Public Property and /or Property Owner's
Association Property that is not Exempt Property as set forth below. All of the real property, unless
exempted by law or by the provisions hereof in Section F, shall be taxed for the purposes, to the extent and
in the manner herein provided.
A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre or Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if
the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable final map,
parcel map, condominium plan, or other recorded County parcel map or instrument. The square footage of
an Assessor's Parcel is equal to the Acreage multiplied by 43,560.
"Act" means the Mello -Roos Communities Facilities Act of 1982, as amended, being Chapter 2.5
(commencing with Section 53311) of Part 1 of Division 2 of Title 5 of the Government Code of the State of
California.
"Administrative Expenses" means the following actual or reasonably estimated costs directly related to the
administration of CFD No. 2015 -4: the costs of computing the Special Taxes and preparing the Special Tax
collection schedules (whether by the City or designee thereof or both); the costs of collecting the Special
Taxes (whether by the City or otherwise); the costs of remitting Special Taxes A to the Trustee; the costs of
the Trustee (including legal counsel) in the discharge of the duties required of it under the Indenture; the
costs to the City, CFD No. 2015 -4 or any designee thereof of complying with arbitrage rebate requirements;
the costs to the City, CFD No. 2015 -4 or any designee thereof of complying with disclosure requirements of
the City, CFD No. 2015 -4 or obligated persons associated with applicable federal and state securities laws
and the Act; the costs associated with preparing Special Tax disclosure statements and responding to public
inquiries regarding the Special Taxes; the costs of the City, CFD No. 2015 -4 or any designee thereof related to
an appeal of the Special Tax; the costs associated with the release of funds from an escrow account; and the
City's annual administration fees and third party expenses. Administration Expenses shall also include
amounts estimated by the CFD Administrator or advanced by the City or CFD No. 2015 -4 for any other
administrative purposes of CFD No. 2015 -4, including attorney's fees and other costs related to commencing
and pursuing to completion any foreclosure of delinquent Special Taxes.
"Approved Property" means all Assessor's Parcels of Taxable Property: (i) that are included in a Final Map
that was recorded prior to the January 1" preceding the Fiscal Year in which the Special Tax is being levied,
and (ii) that have not been issued a building permit on or before March 15t preceding the Fiscal Year in which
the Special Tax is being levied.
"Assessor's Parcel" means a lot or parcel of land designated on an Assessor's Parcel Map with an assigned
Assessor's Parcel Number.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 1
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by
Assessor's Parcel Number.
"Assessor's Parcel Number" means that number assigned to an Assessor's Parcel by the County for purposes
of identification.
"Assigned Special Tax A" means the Special Tax of that name described in Section D below.
"Backup Special Tax A" means the Special Tax of that name described in Section D below.
"Boundary Map" means a recorded map of the CFD which indicates the boundaries of the CFD.
"Bonds" means any obligation to repay a sum of money, including obligations in the form of bonds, notes,
certificates of participation, long -term leases, loans from government agencies, or loans from banks, other
financial institutions, private businesses, or individuals, or long -term contracts, or any refunding thereof, to
which Special Tax A within CFD No. 2015 -4 have been pledged.
"Building Permit" means the first legal document issued by a local agency giving official permission for new
construction. For purposes of this definition, "Building Permit" may or may not include any subsequent
building permitsdocument(s) authorizing new construction on an Assessor's Parcel that are issued or
changed by the City after the firstoriginal issuance, as determined by the CFD Administrator as necessary to
fairly allocate Special Tax A to the Assessor's Parcel, provided that following such determination the
Maximum Special Tax A that may be levied on all Assessor's Parcels of Taxable Property will be at least 1.1
times maximum annual debt service on all outstanding Bonds plus the estimated annual Administrative
Expenses.
"Building Square Footage" or "BSF" means the square footage of assessable internal living space, exclusive
of garages or other structures not used as living space, as determined by reference to the Building Permitfor
such Assessor's Parcel.
"Calendar Year" means the period commencing January 1 of any year and ending the following December
31.
"CFD Administrator" means an official of the City, or designee thereof, responsible for (i) determining the
Special Tax A Requirement, (ii) determining the Special Tax B Requirement, (iii) determining the Special Tax C
(Contingent) Requirement, and (iv) providing for the levy and collection of the Special Taxes.
"CFD" or "CFD No. 2015 -4" means Community Facilities District No. 2015 -4 (Terracina) established by the
City under the Act.
"City" means the City of Lake Elsinore.
"City Council" means the City Council of the City of Lake Elsinore, acting as the Legislative Body of CFD
No. 2015 -4, or its designee.
"Condominium Plan" means a condominium plan as set forth in the California Civil Code, Section 1352.
"County" means the County of Riverside.
"Developed Property" means all Assessor's Parcels of Taxable Property that: (i) are included in a Final Map
that was recorded prior to the January Vt preceding the Fiscal Year in which the Special Tax is being levied,
and (ii) a Building Permit for new construction was issued on or before March 15t preceding the Fiscal Year in
which the Special Tax is being levied.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 2
"Exempt Property" means all Assessor's Parcels designated as being exempt from Special Taxes as provided
for in Section F.
"Final Map" means a subdivision of property by recordation of a final map, parcel map, or lot line
adjustment, pursuant to the Subdivision Map Act (California Government Code Section 66410 et seq.) or
recordation of a Condominium Plan pursuant to California Civil Code Section 1352 that creates individual lots
for which Building Permits may be issued without further subdivision.
"Fiscal Year" means the period commencing on July 1St of any year and ending the following June 30tH
"Indenture" means the indenture, fiscal agent agreement, resolution or other instrument pursuantto which
Bonds are issued, as modified, amended and /or supplemented from time to time, and any instrument
replacing or supplementing the same.
"Land Use Category" means any of the categories listed in Table 1 of Section D and Table 2 of Section M.
"Maximum Special Tax A" means the maximum Special Tax A, determined in accordance with Section D
below, that can be levied by CFD No. 2015 -4 in any Fiscal Year on any Assessor's Parcel.
"Maximum Special Tax B" means the Maximum Special Tax B, as determined in accordance with Section M
below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Propertywithin CFD No. 2015-
4.
"Maximum Special Tax C (Contingent)" means the Maximum Special Tax C (Contingent), as determined in
accordance with Section S below that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable
Property within CFD No. 2015 -4.
"Multifamily Property" means all Assessor's Parcels of Developed Property for which a Building Permit has
been issued for the purpose of constructing a building or buildings comprised of attached Residential Units
available for rental by the general public, not for sale to an end user, and under common management, as
determined by the Administrator.
"Non- Residential Property" or "NR" means all Assessor's Parcels of Taxable Property for which a building
permit(s) was issued for a non - residential use. The Administrator shall make the determination if an
Assessor's Parcel is Non - Residential Property.
"Partial Prepayment Amount" means the amount required to prepay a portion of the Special Tax A
obligation for an Assessor's Parcel, as described in Section H.
"Prepayment Amount" means the amount required to prepay the Special Tax A obligation in full for an
Assessor's Parcel, as described in Section G.
"Property Owner's Association Property" or "POA" means all Assessor's Parcels which, as of July 1st of the
Fiscal Year in which the Special Tax is being levied, have been conveyed, dedicated to, or irrevocably offered
for dedication to a property owner association, including any master or sub - association.
"Proportionately" means for Taxable Property for Special Tax A that is (i) Developed Property, that the ratio
of the actual Special Tax A levy to the Assigned Special Tax A is the same for all Assessor's Parcels of
Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax A levy to the Maximum
Special Tax A is the same for all Assessor's Parcels of Approved Property, and (iii) Undeveloped Property,
Public Property and Property Owner's Association Property, that the ratio of the actual Special Tax A levy per
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 3
Acre to the Maximum Special Tax A per Acre is the same for all Assessor's Parcels of Undeveloped Property,
Public Property and Property Owner's Association Property.
For Special Tax B that is (i) Developed Property, that the ratio of the actual Special Tax B levy to the
Maximum Special Tax B is the same for all Assessor's Parcels of Developed Property, (ii) Approved Property,
that the ratio of the actual Special Tax B levy to the Maximum Special Tax B is the same for all Assessor's
Parcels of Approved Property, and (iii) Undeveloped Property that the ratio of the actual Special Tax B levy
per Acre to the Maximum Special Tax B per Acre is the same for all Assessor's Parcels of Undeveloped
Property.
For Special Tax C (Contingent) that is (i) Developed Property, that the ratio of the actual Special Tax C
(Contingent) levy to the Maximum Special Tax C (Contingent) is the same for all Assessor's Parcels of
Developed Property, (ii) Approved Property, that the ratio of the actual Special Tax C (Contingent) levy to the
Maximum Special Tax C (Contingent) is the same for all Assessor's Parcels of Approved Property, and (iii)
Undeveloped Property that the ratio of the actual Special Tax C (Contingent) levy per Acre to the Maximum
Special Tax C (Contingent) per Acre is the same for all Assessor's Parcels of Undeveloped Property.
"Public Property" means all Assessor's Parcels which, as of July 1st of the Fiscal Year in which the Special Tax
is being levied, are used for rights -of -way or any other purpose and is owned by, dedicated to, or irrevocably
offered for dedication to the federal government, the State of California, the County, or any other local
jurisdiction, provided, however, that any property leased by a public agency to a private entity and subject to
taxation under Section 53340.1 of the Act shall be taxed and classified according to its use.
"Residential Property" means all Assessor's Parcels of Developed Property for which -a building permit has
been issued for purposes of constructing one or more Residential Units.
"Residential Unit" or "RU" means a residential unit that is used or intended to be used as a domicile by one
or more persons, as determined by the Administrator.
"Service(s)" means services permitted under the Mello -Roos Community Facilities Act of 1982 including,
without limitation, those services authorized to be funded by CFD No. 2015 -4 as set forth in the documents
adopted by the City Council at the time the CFD was formed.
"Single Family Residential Property" means all Assessor's Parcels of Residential Property other than
Multifamily Property on an Assessor's Parcel.
"Special Tax(es)" means any-of the special taxes authorized to be levied within CFD No. 2015 -4 pursuant to
the Act.
"Special Tax A" means any of the special taxes authorized to be levied within CFD No. 2015 -4 pursuant to the
Act to fund the Special Tax A Requirement.
"Special Tax A Requirement " means the amount required in any Fiscal Year to pay: (i) the debt service or
the periodic costs on all outstanding Bonds due in the Calendar Year that commences in such Fiscal Year, (ii)
Administrative Expenses, (iii) the costs associated with the release of funds from an escrow account, (iv) any
amount required to establish or replenish any reserve funds established in association with the Bonds, (v) an
amount equal to any anticipated shortfall due to Special Tax A delinquencies, and (vi) the collection or
accumulation of funds for the acquisition or construction of facilities authorized by CFD No. 2015 -4 provided
that the inclusion of such amount does not cause an increase in the levy of Special Tax A on Undeveloped
Property as set forth in Step Three of Section E., less (vii) any amounts available to pay debt service or other
periodic costs on the Bonds pursuant to the Indenture.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 4
"Special Tax B" means the annual special tax to be levied in each Fiscal Year on each Assessor's Parcel of
Taxable Property to fund the Special Tax B Requirement.
"Special Tax B Requirement" means that amount to be collected in any Fiscal Yearto pay for certain costs as
required to meet the needs of CFD No. 2015 -4 in both the current Fiscal Year and the next Fiscal Year. The
costs to be covered shall be the direct costs for Special Tax B Services including but not limited to (i)
maintenance and lighting of parks, parkways, streets, roads and open space, (ii) maintenance and operation
of water quality improvements, (iii) public street sweeping, (iv) fund an operating reserve for the costs of
Special Tax B Services as determined by the CFD Administrator, and (v) Administrative Expenses. Under no
circumstances shall the Special Tax B Requirement include funds for Bonds.
"Special Tax B Services" means the maintenance and operation of the improvements described in Exhibit
"A" attached hereto beginning with the date of City acceptance of each improvement for maintenance
purposes.
"Special Tax C (Contingent)" means the Special Tax C (Contingent) to be levied in each Fiscal Year on each
Assessor's Parcel of Taxable Property to fund the Special Tax C (Contingent) Requirement, if required.
"Special Tax C (Contingent) Requirement" means that amount required in any Fiscal Year, if the POA is
unable to maintain the Service(s) to: (i) pay the costs of Special Tax C (Contingent) Services incurred or
otherwise payable in the Calendar Year commencing in such Fiscal Year; (ii) fund an operating reserve
for the costs of Special Tax C (Contingent) Services as determined by the CFD Administrator; less a credit
for funds available to reduce the annual Special Tax C (Contingent) levy as determined by the CFD
Administrator.
Special Tax C (Contingent) Services" means the City's maintenance and operation of the improvements
described in Exhibit "B" attached hereto following the POA's default of its obligation to maintain such
improvements, which default shall be deemed to have occurred in each of the circumstances described in
Section Q.
"Taxable Property" means all Assessor's Parcels within CFD No. 2015 -4, which are not Exempt Property.
"Taxable Unit" means either a Residential Unit or an Acre.
"Tract(s)" means an area of land within a subdivision identified by a particular tract number on a Final Map
approved for the subdivision.
"Trustee" means the trustee, fiscal agent, or paying agent under the Indenture.
"Undeveloped Property" means all Assessor's Parcels of Taxable Property which are not Developed
Property, Approved Property, Public Property or Property Owner's Association Property.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracing) Page 5
B. SPECIAL TAX A
Commencing Fiscal Year 2016 -2017 and for each subsequent Fiscal Year, the City Council shall levy Special
Tax A on all Taxable Property, up to the applicable Maximum Special Tax A to fund the Special Tax A
Requirement.
C. ASSIGNMENT TO LAND USE CATEGORY FOR SPECIAL TAX A
Each Fiscal Year, beginning with Fiscal Year 2016 -2017, each Assessor's Parcel within CFI] No. 201.5.4 shall be
classified as Taxable Property or Exempt Property. In addition, each Assessor's Parcel of Taxable Property
shall be further classified as Developed Property, Approved Property, Undeveloped Property or Public
Property and /or Property Owner's Association Property.
Assessor's Parcels of Developed Property shall further be classified as Residential Property or Non -
Residential Property. Each Assessor's Parcel of Residential Property shall further be classified as a Single
Family Residential Property, or Multifamily Property. Each Assessor's Parcel of Single Family Residential
Property shall be further categorized into Land Use Categories based on its Building Square Footage and
assigned to its appropriate Assigned Special Tax A rate.
D. MAXIMUM SPECIAL TAX A
1. Developed Property
The Maximum Special Tax A for each Assessor's Parcel of Single Family Residential Property in any Fiscal
Year shall be the greater of (i) the Assigned Special Tax A or (ii) the Backup Special Tax A.
The Maximum Special Tax A for each Assessor's Parcel of Non - Residential Property or Multifamily
Residential Property shall be the applicable Assigned Special Tax A described in Table 1 of Section D.
a. Assigned Special Tax A
Each Fiscal Year, each Assessor's Parcel of Single Family Residential Property, Multifamily Property, or
Non - Residential Property shall be subject to an Assigned Special Tax A. The Assigned Special Tax A
applicable to an Assessor's Parcel of Developed Property for Fiscal Year 2016 -2017 shall be determined
pursuant to Table 1 below.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 6
TABLE 1
ASSIGNED SPECIAL TAX A FOR DEVELOPED PROPERTY
Land Use Category
Taxable
Unit
Building Square Footage
Assigned
Special Tax Per
Taxable Unit
1. Single Family Residential Property
_
RU
Less than 1,750 sq. ft
$1,690
2. Single Family Residential Property
RU
1,751 sq. ft to 1,950 sq. ft
$1,793
3. Single Farnily Residential Property{
RU
1,951 sq. ft to 2,250-sq. ft
$1,895
4. Single Family Residential Property
RU
2,251 sq. ft to 2,550 sq. ft
$2,120
5. Single Family Residential Property
RU
2,551 sq. ft to 2,850 sq. ft
$2,405
6. Single Family Residential Property
RU
2,851 sq. ft to 3,350 sq. ft
$2,608
7. Single Family Residential Property
RU
3,351 sq. ft to 3,750 sq. ft
$2,810
8. Single Family Residential Property
RU
Greater than 3,751
$3,158
9. Multifamily Property
Acres
N/A
$14,856
10. Non - Residential Property
Acres
N/A
$14,856
On each July 1, commencing July 1, 2017, the Assigned Special Tax A rate for Developed Property shall be
increased by one percent (1.00%) of the amount in effect in the prior Fiscal Year.
b. Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one Land Use Type.
The Maximum Special Tax A levied on an Assessor's Parcel shall be the sum of the Maximum Special Tax A
for all Land Use Categories located on the Assessor's Parcel. The CFD Administrator's allocation to each
type of property shall be final.
c. Backup Special Tax A
The Backup Special Tax A for an Assessor's Parcel within a Final Map classified or to be classified as Single
Family Property shall be $2,442 per unit. This Backup Special Tax A has been established based on the
land use configurations shown on the Final Map. In the event any portion of the Final Map is changed or
modified, the Backup Special Tax A for all Assessor's Parcels within such changed or modified area shall
be $14,856 per Acre.
In the event any superseding Final Map is recorded as a Final Map within the Boundaries of the CFD, the
Backup Special Tax A for all Assessor's Parcels within such Final Map shall be $14,856 per Acre.
The Backup Special Tax A shall not apply to Multifamily Residential Property, Non - Residential Property,
Public Property, or Property Owners' Association Property.
On each July 1, commencing July 1, 2017, the Backup Special Tax A rate shall be increased by one percent
(1.00%) of the amount in effect in the prior Fiscal Year.
2. Approved Property
The Maximum Special Tax A for each Assessor's Parcel of Approved Property expected to be classified as
Single Family Property shall be the Backup Special Tax A computed pursuant to Section D.1.c above.
The Maximum Special Tax A for each Assessor's Parcel of Approved Property expected to be classified as
Multifamily Residential Property or Non - Residential Property shall be $14,856 per Acre.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 7
On each July 1, commencing July 1, 2017, the Maximum Special Tax A rate for Approved Property shall be
increased by one percent (1.00 %) of the amount in effect in the prior Fiscal Year.
3. Undeveloped Property, Public Property, and Property Owner's Association Property that is not
Exempt Property pursuant to the provisions of Section 'F
The Maximum Special Tax Afor each Assessor's Parcel of Undeveloped Property, Public Property and /or
Property Owners Association Property that is not Exempt Property shall be equal to the product of
$14,856 multiplied by the Acreage of such Assessor's. Parcel.
On each July 1, commencing July 1, 2017, the Maximum Special Tax A rate for Undeveloped, Public
Property, and Property Owners Association Property shall be increased by one percent (1.00 %) of the
amount in effect in the prior Fiscal Year.
E. METHOD OF APPORTIONMENT OF THE SPECIAL TAX A
Commencing Fiscal Year 2016 -2017 and for each subsequent Fiscal Year, the City Council shall levy Special
Taxes A on all Taxable Property in accordance with the following steps:
Step One: The Special Tax A shall be levied Proportionately on each Assessor's Parcel of Developed
Property at up to 100% of the applicable Assigned Special Tax A rates in Table 1 to satisfy
the Special Tax A Requirement.
Step Two: If additional moneys are needed to satisfy the Special Tax A Requirement afterthe first step
has been completed, the Special Tax A shall be levied Proportionately on each Assessor's
Parcel of Approved Property at up to 100% of the Maximum Special Tax A applicable to each
such Assessor's Parcel as needed to satisfy the Special Tax A Requirement.
Step Three: If additional moneys are needed to satisfy the Special Tax A Requirement after the first two
steps have been completed, the Annual Special Tax A shall be levied Proportionately on
each Assessor's Parcel of Undeveloped Property up to 100% of the Maximum Special Tax
applicable to each such Assessor's Parcel as needed to satisfy the Special Tax A
Requirement.
Step Four: If additional moneys are needed to satisfy the Special Tax A Requirement after the first
three steps have been completed, then the Special Tax A on each Assessor's Parcel of
Developed Property whose Maximum Special Tax A is the Backup Special Tax A shall be
increased Proportionately from the Assigned Special Tax A up to 100% of the Backup Special
Tax A as needed to satisfy the Special Tax A Requirement.
Step Five: If additional moneys are needed to satisfy the Special Tax A Requirement after the first four
steps have been completed, the Special Tax A shall be levied Proportionately on each
Assessor's Parcel of Public Property or Property Owner's Association Property up to 100% of
the Maximum Special Tax A applicable to each such Assessor's Parcel as needed to satisfy
the Special Tax A Requirement.
Notwithstanding the above, under no circumstances will the Special Taxes levied in any Fiscal Year against
any Assessor's Parcel of Residential Property as a result of a delinquency in the payment of the Special Tax A
applicable to any other Assessor's Parcel be increased by more than ten percent (10 %) above the amount
that would have been levied in that Fiscal Year had there never been any such delinquency or default.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 8
F. EXEMPTIONS
The City shall classify as Exempt Property, in the following order of priority, (i) Assessor's Parcels which are
owned by, irrevocably offered for dedication, encumbered by or restricted in use by the State of California,
Federal or other local governments, including school districts, (ii) Assessor's Parcels which are used as places
of worship and are exempt from ad valorem property taxes because they are owned by a religious
organization, (iii) Assessor's Parcels which are owned by, irrevocably offered for dedication, encumbered by
or restricted in use by a homeowners' association, (iv) Assessor's Parcels with public or utility easements
making impractical their utilization For other than the purposes set forth in the easement, (v) Assessor's
Parcels which are privately owned and are encumbered by or restricted solely for public uses, or (vi)
Assessor's Parcels restricted to other types of public uses determined by the City Council, provided that no
such classification would reduce the sum of all Taxable Property to less than 74.29 Acres.
Notwithstanding the above, the City Council shall not classify an Assessor's Parcel as Exempt Property if such
classification would reduce the sum of all Taxable Property to less than 74.29 Acres. Assessor's Parcels which
cannot be classified as Exempt Property because such classification would reduce the Acreage of all Taxable
Property to less than 74.29 Acres will be classified as Undeveloped Property, and will be subject to Special
Tax A pursuant to Step Five in Section E.
G. PREPAYMENT OF SPECIAL TAX A
The following additional definitions apply to this Section G:
"CFD Public Facilities" means $21,225,000 expressed in 2016 dollars, which shall increase by the
Construction Inflation Index on July 1, 2017, and on each July 1 thereafter, or such lower amount (i)
determined by the City Council as sufficient to provide the public facilities under the authorized bonding
program for CFD No. 2015 -4, or (ii) determined by the City Council concurrently with a covenant that it will
not issue any more Bonds to be supported by Special Tax A levied under this Rate and Method of
Apportionment.
"Construction Fund" means an account specifically identified in the Indenture or functionally equivalent to
hold funds, which are currently available for expenditure to acquire or construct public facilities eligible
under CFD No. 2015 -4.
"Construction Inflation Index" means the annual percentage change in the Engineering News - Record
Building Cost Index for the city of Los Angeles, measured as of the Calendar Year which ends in the previous
Fiscal Year. In the event this index ceases to be published, the Construction Inflation Index shall be another
index as determined by the City that is reasonably comparable to the Engineering News- Record Building Cost
Index for the city of Los Angeles.
"Future Facilities Costs" means the CFD Public Facilities minus public facility costs available to be funded
through existing construction or escrow accounts or funded by the Outstanding Bonds, and minus public
facility costs funded by interest earnings on the Construction Fund actually earned prior to the date of
prepayment.
"Outstanding Bonds" means all previously issued Bonds issued and secured by the levy of Special Tax A
which will remain outstanding after the first interest and /or principal payment date following the current
Fiscal Year, excluding Bonds to be redeemed at a later date with the proceeds of prior prepayments of
Special Tax A.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 9
1. Prepayment in Full
The Maximum Special Tax A obligation may be prepaid and permanently satisfied for (i) Assessor's Parcels of
Developed Property, (ii) Assessor's Parcels of Approved Property or Undeveloped Property for which a
Building Permit has been issued, (iii) Approved or Undeveloped Property for which a Building Permit has not
been issued, and (iv) Assessor's Parcels of Public Property or Property Owner's Association Property that are
not Exempt Property pursuant to Section F. The Maximum Special Tax A obligation applicable to an
Assessor's Parcel may be fully prepaid and the obligation to pay the Special Tax A for such Assessor's Parcel
permanently satisfied as described herein; provided that a prepayment may be made only if there are no
delinquent Special Taxes with respect to such Assessor's Parcel at the time of prepayment. An owner of an
Assessor's Parcel intending to prepay the Maximum Special Tax A obligation for such Assessor's Parcel shall
provide the CFD Administrator with written notice of intent to prepay, and within 5 business days of receipt
of such notice, the CFD Administrator shall notify such owner of the amount of the non - refundable deposit
determined to cover the cost to be incurred by the CFD in calculating the Prepayment Amount (as defined
below) for the Assessor's Parcel. Within 15 days of receipt of such non - refundable deposit, the CFD
Administrator shall notify such owner of the Prepayment Amount for the Assessor's Parcel. Prepayment
must be made not less than 60 days prior to the redemption date for any Bonds to be redeemed with the
proceeds of such prepaid Special Taxes.
The Prepayment Amount (defined below) shall be calculated as follows (capitalized terms are defined
below):
The Prepayment Amount shall be determined as of the proposed prepayment date as follows:
1. Confirm that no Special Tax delinquencies apply to such Assessor's Parcel.
2. For an Assessor's Parcel of Developed Property, compute the Maximum Special Tax A for the
Assessor's Parcel. For an Assessor's Parcel of Approved Property or Undeveloped Property for which a
Building Permit has been issued, compute the Maximum Special Tax A for the Assessor's Parcel as
though it was already designated as Developed Property, based upon the Building Permit which has
been issued for the Assessor's Parcel. For an Assessor's Parcel of Approved Property or Undeveloped
Property for which a Building Permit has not been issued, Public Property or Property Owner's
Association Property to be prepaid, compute the Maximum Special Tax A for the Assessor's Parcel.
3. Divide the Maximum Special Tax A derived pursuant to paragraph 2 bythe total amount of Special
Taxes that could be levied at the Maximum Special Tax A at build out of all Assessor's Parcels of Taxable
Property based on the applicable Maximum Special Tax A for Assessor's Parcels of Developed Property
not including any Assessor's Parcels for which the Special Tax A obligation has been previously prepaid.
4. Multiply the quotient derived pursuant to paragraph 3 bythe principal amount of the Outstanding
Bonds to determine the amount of Outstanding Bonds to be redeemed with the Prepayment Amount
(the "Bond Redemption Amount ").
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 10
Bond Redemption Amount
plus
Redemption Premium
plus
Future Facilities Amount
plus
Defeasance Amount
plus
Administrative Fees and Expenses
less
Reserve Fund Credit
Equals:
Prepayment Amount
The Prepayment Amount shall be determined as of the proposed prepayment date as follows:
1. Confirm that no Special Tax delinquencies apply to such Assessor's Parcel.
2. For an Assessor's Parcel of Developed Property, compute the Maximum Special Tax A for the
Assessor's Parcel. For an Assessor's Parcel of Approved Property or Undeveloped Property for which a
Building Permit has been issued, compute the Maximum Special Tax A for the Assessor's Parcel as
though it was already designated as Developed Property, based upon the Building Permit which has
been issued for the Assessor's Parcel. For an Assessor's Parcel of Approved Property or Undeveloped
Property for which a Building Permit has not been issued, Public Property or Property Owner's
Association Property to be prepaid, compute the Maximum Special Tax A for the Assessor's Parcel.
3. Divide the Maximum Special Tax A derived pursuant to paragraph 2 bythe total amount of Special
Taxes that could be levied at the Maximum Special Tax A at build out of all Assessor's Parcels of Taxable
Property based on the applicable Maximum Special Tax A for Assessor's Parcels of Developed Property
not including any Assessor's Parcels for which the Special Tax A obligation has been previously prepaid.
4. Multiply the quotient derived pursuant to paragraph 3 bythe principal amount of the Outstanding
Bonds to determine the amount of Outstanding Bonds to be redeemed with the Prepayment Amount
(the "Bond Redemption Amount ").
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 10
5. Multiply the Bond Redemption Amount by the applicable redemption premium, if any, on the
Outstanding Bonds to be redeemed (the "Redemption Premium ").
6. Determine the Future Facilities Costs.
7. Multiply the quotient derived pursuant to paragraph 3 by the amount determined pursuant to
paragraph 6 to determine the amount of Future Facilities Costs for the Assessor's Parcel (the "Future
Facilities Amount ").
8. Determine the amount needed to pay interest on the Bond Redemption Amount from the first
bond interest and /or principal payment date following the current Fiscal Year until the earliest
redemption date for the Outstanding Bonds on which Bonds can be redeemed from Special Tax A
prepayments.
9. Determine the Special Taxes levied on the Assessor's Parcel in the current Fiscal Year which have
not yet been paid.
10. Determine the amount the CFD Administrator reasonably expects to derive from the investment of
the Bond Redemption Amount and the Redemption Premium from the date of prepayment until the
redemption date for the Outstanding Bonds to be redeemed with the Prepayment Amount.
11. Add the amounts derived pursuant to paragraphs 8 and 9 and subtract the amount derived
pursuant to paragraph 10 (the "Defeasance Amount ").
12. Verify the administrative fees and expenses of the CFD, including the cost of computation of the
Prepayment Amount, the cost to invest the Prepayment Amount, the cost of redeeming the Outstanding
Bonds, and the cost of recording notices to evidence the prepayment of the Maximum Special Tax A
obligation for the Assessor's Parcel and the redemption of Outstanding Bonds (the "Administrative Fees
and Expenses ").
13. The reserve fund credit (the "Reserve Fund Credit ") shall equal the lesser of: (a) the expected
reduction in the reserve requirement (as defined in the Indenture), if any, associated with the
redemption of Outstanding Bonds as a result of the prepayment, or (b) the amount derived by
subtracting the new reserve requirement (as defined in the Indenture) in effect after the redemption of
Outstanding Bonds as a result of the prepayment from the balance in the reserve fund on the
prepayment date, but in no event shall such amount be less than zero.
14. The Prepayment Amount is equal to the sum of the Bond Redemption Amount, the Redemption
Premium, the Future Facilities Amount, the Defeasance Amount and the Administrative Fees and
Expenses, less the Reserve Fund Credit.
15. From the Prepayment Amount, the Bond Redemption Amount, the Redemption Premium, and
Defeasance Amount shall be deposited into the appropriate fund as established under the Indenture and
be used to redeem Outstanding Bonds or make debt service payments. The Future Facilities Amount
shall be deposited into the Construction Fund. The Administrative Fees and Expenses shall be retained
by the CFD.
The Prepayment Amount may be sufficient to redeem other than a $5,000 increment of Bonds. In such
event, the increment above $5,000 or an integral multiple thereof will be retained in the appropriate fund
established under the Indenture to be used with the next redemption from other Special Tax A prepayments
of Outstanding Bonds or to make debt service payments.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 11
As a result of the payment of the current Fiscal Year's Special Tax A levy as determined pursuant to
paragraph 9 above, the CFD Administrator shall remove the current Fiscal Year's Special Tax A levy for the
Assessor's Parcel from the County tax roll. With respect to any Assessor's Parcel for which the Maximum
Special Tax A obligation is prepaid, the City Council shall cause a suitable notice to be recorded in compliance
with the Act, to indicate the prepayment of Maximum Special Tax A obligation and the release of the Special
Tax A lien for the Assessor's Parcel, and the obligation to pay the Special Tax A for such Assessor's Parcel
shall cease.
Notwithstanding the foregoing, no Special Tax A prepayment shall be allowed unless the amount of
Maximum Special Tax A that may be levied on all Assessor's Parcels of Taxable Property after the proposed
prepayment will be at least 1.1 times maximum annual debt service on the Bonds that will remain
outstanding after the prepayment plus the estimated annual Administrative Expenses.
Tenders of Bonds in prepayment of the Maximum Special Tax A obligation may be accepted upon the terms
and conditions established by the City Council pursuant to the Act. However, the use of Bond tenders shall
only be allowed on a case -by -case basis as specifically approved by the City Council.
2. Prepayment in Part
The Maximum Special Tax A obligation for an Assessor's Parcel of Developed Property, Approved Property or
Undeveloped Property may be partially prepaid. For purposes of determining the partial prepayment
amount, the provisions of Section G.1 shall be modified as provided by the following formula:
PP = ((PE —A) x F) +A
These terms have the following meaning:
PP = Partial Prepayment
PE = the Prepayment Amount calculated according to Section G.1
F = the percent by which the owner of the Assessor's Parcel(s) is partially prepaying the
Maximum Special Tax A obligation
A = the Administrative Fees and Expenses determined pursuant to Section G.1
The owner of an Assessor's Parcel who desires to partially prepay the Maximum Special Tax A obligation for
the Assessor's Parcel shall notify the CFD Administrator of (i) such owner's intent to partially prepay the
Maximum Special Tax A obligation, (ii) the percentage of the Maximum Special Tax A obligation such owner
wishes to prepay, and (iii) the company or agency that will be acting as the escrow agent, if any. Within 5
days of receipt of such notice, the CFD Administrator shall notify such property owner of the amount of the
non - refundable deposit determined to cover the cost to be incurred by the CFD in calculating the amount of
a partial prepayment. Within 15 business days of receipt of such non - refundable deposit, the CFD
Administrator shall notify such owner of the amount of the Partial Prepayment for the Assessor's Parcel. A
Partial Prepayment must be made not less than 60 days prior to the redemption date for the Outstanding
Bonds to be redeemed with the proceeds of the Partial Prepayment.
With respect to any Assessor's Parcel for which the Maximum Special Tax A obligation is partially prepaid,
the CFD Administrator shall (i) distribute the Partial Prepayment as provided in Paragraph 15 of Section G.1,
and (ii) indicate in the records of the CFD that there has been a Partial Prepayment for the Assessor's Parcel
and that a portion of the Special Tax A obligation equal to the remaining percentage (1.00 - F) of Special Tax
A obligation will continue on the Assessor's Parcel pursuant to Section E.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 12
I. TERMINATION OF SPECIAL TAX A
For each Fiscal Year that any Bonds are outstanding the Special Tax A shall be levied on all Assessor's Parcels
subject to the Special Tax A. The Special Tax A shall cease not later than the 2057 -58 Fiscal Year, however,
Special Tax A will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined (i) that
all required interest and principal payments on the CFD No. 2015 -4 Bonds have been paid; (ii) all authorized
facilities of CFD No. 2015 -4 have been acquired and all reimbursements to the developer have been paid, (iii)
no delinquent Special Tax A remain uncollected and (iv) all other obligations of CFD No. 2015 -4 have been
satisfied.
J. MANNER OF COLLECTION
The Special Tax A shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2015 -4 may collect Special Tax A at a different time or in a
different manner if necessary to meet its financial obligations, and may covenant to foreclose and may
actually foreclose on delinquent Assessor's Parcels as permitted by the Act.
K. SPECIAL TAX B
Commencing Fiscal Year 2016 -2017 and for each subsequent Fiscal Year, the City Council shall levy Special
Tax B on all Taxable Property, up to the applicable Maximum Special Tax B to fund the Special Tax B
Requirement.
L. ASSIGNMENT TO LAND USE CATEGORY FOR SPECIAL TAX B
For each Fiscal Year, all Assessor's Parcels of Taxable Property within CFD No. 2015 -4 shall be classified as
Developed Property, Approved Property, or Undeveloped Property, and shall be subjectto the levy of Special
Taxes as determined pursuant to Sections M and N below. Assessor's Parcels of Developed Property and
Approved Property shall be classified as either Residential Property or Non - Residential Property. Residential
Property shall be further classified as Single Family Residential Property or Multi - Family Property. For Single
Family Residential Property the number of Residential Units shall be determined by the CFD Administrator.
M. MAXIMUM SPECIAL TAX B
For purposes of determining the applicable Maximum Special Tax B for Assessor's Parcels of Developed
Property which are classified as Single Family Residential Property, all such Assessor's Parcels shall be
assigned the number of Residential Unit(s) constructed thereon as specified in or shown on the Building
Permit(s) issued or Final Map as determined by the CFD Administrator. Once a single family attached
building or buildings have been built on an Assessor's Parcel, the CFD Administrator shall determine the
actual number of Residential Units contained within the building or buildings, and the Special Tax B levied
against the Assessor's Parcel in the next Fiscal Year shall be calculated by multiplying the actual number of
Residential Units by the Maximum Special Tax B per Residential Unit identified for the tract.
For purposes of determining the applicable Maximum Special Tax B for Assessor's Parcels of Developed
Property and Approved Property which are classified as Multifamily Property or Non - Residential Property, all
such Assessor's Parcels shall be assigned the number of Building Square Footage or Acres as shown on the
Final Map as determined by the CFD Administrator. Once the CFD Administrator determines the actual
number of Acres for the Assessor's Parcels, the Special Tax B levied against the Assessor's Parcel in the next
Fiscal Year shall be calculated by multiplying the number of Acres by the Maximum Special Tax per Taxable
Unit.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 13
1. Developed Property
a. Maximum Special Tax B
The Maximum Special Tax B for each Assessor's Parcel of Taxable Property for Fiscal Year 2016 -2017 is
identified in Table 2 below:
TABLE 2
MAXIMUM SPECIAL TAX B FOR DEVELOPED PROPERTY
_ _ Land Use Category
1. Single Family Residential Property
2. Multifamily Property
3. Non - Residential Property
Taxable Maximum Special Tax Per
Unit Taxable Unit
RU $322
Acre $2,177
Acre - - -- - -- $2,177
On each July 1, commencing on July 1, 2017 the Maximum Special Tax B for Developed Property shall
increase by i) the percentage increase in the Consumer Price Index (All Items) for Los Angeles - Riverside
- Orange County (1982 -84 = 100) since the beginning of the preceding Fiscal Year, or ii) by two percent
(2.0 %), whichever is greater.
b. Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one Land Use
Category. The Maximum Special Tax B that can be levied on an Assessor's Parcel shall be the sum of the
Maximum Special Tax B that can be levied for each Land Use Category located on that Assessor's Parcel.
For an Assessor's Parcel that contains more than one land use, the Acreage of such Assessor's Parcel
shall be allocated to each type of property based on the amount of Acreage designated for each land use
as determined by reference to the site plan approved for such Assessor's Parcel. The CFD
Administrator's allocation to each type of property shall be final.
2. Approved Property and Undeveloped Property
The Maximum Special Tax B for each Assessor's Parcel of Approved Property and Undeveloped Property
for Fiscal Year 2016 -2017 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX B RATES
Maximum Special Tax B
Per Acre
$2,177
On each July 1, commencing on July 1, 2017 the Maximum Special Tax B for Approved Property and
Undeveloped Property shall increase by i) the percentage increase in the Consumer Price Index (All
Items) for Los Angeles - Riverside - Orange County (1982 -84 =100) since the beginning of the preceding
Fiscal Year, or ii) by two percent (2.0%), whichever is greater.
N. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
Commencing with Fiscal Year 2016 -2017 and for each following Fiscal Year, the Council shall determine the
Special Tax B Requirement and shall levy the Special Tax B on all Assessor's Parcels of Taxable Property until
the aggregate amount of Special Tax B equals the Special Tax B Requirement. The Special Tax B shall be
levied for each Fiscal Year as follows:
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 14
Step One: The Special Tax B shall be levied Proportionately on all Assessor's Parcels of Developed
Property up to 100% of the applicable Maximum Special Tax to satisfy the Special Tax B
Requirement;
Step Two: If additional moneys are needed to satisfy the Special Tax B Requirement after the first step
has been completed, the Special Tax B shall be levied Proportionately on each Assessor's
Parcel of Approved Property at up to 100% of the Maximum Special Tax B for Approved
Property;
Step Three: If additional monies are needed to satisfy the Special Tax B Requirement after the first two
steps has been completed, the Special Tax B shall be levied Proportionately on all Assessor's
Parcels of Undeveloped Property up to 100% of the Maximum Special Tax B for
Undeveloped Property.
O. DURATION OF SPECIAL TAX B
The Special Tax B shall be levied in perpetuity to fund the Special Tax B Requirement, unless no longer
required as determined at the sole discretion of the City Council.
P. MANNER OF COLLECTION
The Special Tax B shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2015 -4 may collect the Special Tax B at a different time or in
a different manner if necessary to meet its funding requirements.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 15
Q. SPECIAL TAX C (CONTINGENT)
The City Council shall levy Special Tax C (Contingent) commencing in the first Fiscal Year following the POA's
default of its obligation to maintain the improvements described in Exhibit "B" attached hereto, which
default shall be deemed to have occurred in each of the following circumstances:
(i) the POA files for bankruptcy;
(ii) the POA is dissolved;
(iii) the POA ceases to levy annual assessments for the maintenance of the improvements
described above; or
(iv) the POA fails to maintain such improvements at the same level as the City maintains similar
improvements throughout the City and within ninety (90) days after written notice from the City,
or such longer period permitted by the City Manager, fails to remedy such maintenance deficiency
to the reasonable satisfaction of the City Council.
R. ASSIGNMENT TO LAND USE CATEGORY FOR SPECIAL TAX C (CONTINGENT)
For each Fiscal Year, all Assessor's Parcels of Taxable Property within CFD No. 2015 -4 shall be classified as
Developed Property, Approved Property, or Undeveloped Property, and shall be subject to the levy of Special
Taxes as determined pursuant to Sections S and T below. Assessor's Parcels of Developed Property and
Approved Property shall be classified as either Residential Property or Non - Residential Property. Residential
Property shall be further classified as Single Family Residential Property or Multi - Family Property. For Single
Family Residential Property the number of Residential Units shall be determined by the CFD Administrator.
S. MAXIMUM SPECIAL TAX C (CONTINGENT)
For purposes of determining the applicable Maximum Special Tax C (Contingent) for Assessor's Parcels of
Developed Property which are classified as Single Family Residential Property, all such Assessor's Parcels
shall be assigned the number of Residential Unit(s) constructed thereon as specified in or shown on the
Building Permit(s) issued as determined by the CFD Administrator. Once a single family attached building or
buildings have been built on an Assessor's Parcel, the CFD Administrator shall determine the actual number
of Residential Units contained within the building or buildings, and the Special Tax C (Contingent) levied
against the Assessor's Parcel in the next Fiscal Year shall be calculated by multiplying the actual number of
Residential Units by the Maximum Special Tax C (Contingent) per Residential Unit identified for the
Assessor's Parcel.
For purposes of determining the applicable Maximum Special Tax C (Contingent) for Assessor's Parcels of
Developed Property and Approved Property which are classified as Multifamily Property or Non - Residential
Property, all such Assessor's Parcels shall be assigned the number of Building Square Footage or Acres as
shown on the Final Map as determined by the CFD Administrator. Once the CFD Administrator determines
the actual number of Acres for the Assessor's Parcels, the Special Tax C (Contingent) levied against the
Assessor's Parcel in the next Fiscal Year shall be calculated by multiplying the number of Acres by the
Maximum Special Tax per Acre.
1. Developed Property
a. Maximum Special Tax C (Contingent)
The Maximum Special Tax C (Contingent) for each Assessor's Parcel of Taxable Property for Fiscal Year
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 16
2016 -2017 is identified in Table 2 below:
TABLE 2
MAXIMUM SPECIAL TAX C (CONTINGENT) FOR DEVELOPED PROPERTY
Taxable Maximum Special Tax Per
Land Use Category Unit Taxable Unit
1. Single Family Residential Property RU $299
2. Multifamily Property Acre $2,021
3. Non - Residential Property Acre $2,021
On each July 1, commencing on July 1, 2017 the Maximum Special Tax C (Contingent) for Developed
Property shall increase by i) the percentage increase in the Consumer Price Index (All Items) for Los
Angeles - Riverside - Orange County (1982 -84 =100) since the beginning of the preceding Fiscal Year, or
ii) by two percent (2.0 %), whichever is greater.
b. Multiple Land Use Categories
In some instances an Assessor's Parcel of Developed Property may contain more than one Land Use
Category. The Maximum Special Tax C (Contingent) that can be levied on an Assessor's Parcel shall be
the sum of the Maximum Special Tax C (Contingent) that can be levied for each Land Use Category
located on that Assessor's Parcel. For an Assessor's Parcel that contains more than one land use, the
Acreage of such Assessor's Parcel shall be allocated to each type of property based on the amount of
Acreage designated for each land use as determined by reference to the site plan approved for such
Assessor's Parcel. The CFD Administrator's allocation to each type of property shall be final.
2. Approved Property and Undeveloped Property
The Maximum Special Tax C (Contingent) for each Assessor's Parcel of Approved Property and
Undeveloped Property for Fiscal Year 2016 -2017 is identified in Table 3 below:
TABLE 3
MAXIMUM SPECIAL TAX C (CONTINGENT) RATES
Maximum Special Tax C
(Contingent)
Per Acre
$2,021
On each July 1, commencing on July 1, 2017 the Maximum Special Tax C (Contingent) for Approved
Property and Undeveloped Property shall increase by i) the percentage increase in the Consumer Price
Index (All Items) for Los Angeles - Riverside - Orange County (1982 -84 = 100) since the beginning of the
preceding Fiscal Year, or ii) by two percent (2.0 %), whichever is greater.
T. METHOD OF APPORTIONMENT OF ANNUAL SPECIAL TAX
Commencing with Fiscal Year 2016 -2017 and for each following Fiscal Year, the Council shall determine the
Special Tax C (Contingent) Requirement and shall levy the Special Tax C (Contingent) on all Assessor's Parcels
of Taxable Property until the aggregate amount of Special Tax C (Contingent) equals the Special Tax C
(Contingent) Requirement. The Special Tax C (Contingent) shall be levied for each Fiscal Year as follows:
Step One: The Special Tax C (Contingent) shall be levied Proportionately on all Assessor's Parcels of
Developed Property up to 100% of the applicable Maximum Special Tax to satisfy the Special
Tax C (Contingent) Requirement;
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 17
Step Two: If additional moneys are needed to satisfy the Special Tax C (Contingent) Requirement after
the first step has been completed, the Special Tax C (Contingent) shall be levied
Proportionately on each Assessor's Parcel of Approved Property at up to 100% of the
Maximum Special Tax C (Contingent) for Approved Property;
Step Three: If additional monies are needed to satisfy the Special Tax C (Contingent) Requirement after
the first two steps has been completed, the Special Tax C (Contingent) shall be levied
Proportionately on all Assessor's Parcels of Undeveloped Property up to 100% of the
Maximum Special Tax C (Contingent) for Undeveloped Property.
U. DURATION OF SPECIAL TAX C (CONTINGENT)
The Special Tax C (Contingent) shall be levied in perpetuity to fund the Special Tax C (Contingent)
Requirement, unless no longer required as determined at the sole discretion of the City Council.
V. MANNER OF COLLECTION OF SPECIAL TAX C (CONTINGENT)
The Special Tax C (Contingent) shall be collected in the same manner and at the same time as ordinary ad
valorem property taxes, provided, however, that CFD No. 2015 -4 may collect the Special Tax C (Contingent)
at a different time or in a different manner if necessary to meet its funding requirements.
W. APPEALS OF SPECIAL TAXES
Any taxpayer may file a written appeal of the Special Taxes on his /her Assessor's Parcel(s) with the CFD
Administrator, provided that the appellant is current in his /her payments of Special Taxes. During pendency
of an appeal, all Special Taxes previously levied must be paid on or before the payment date established
when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in
error. The CFD Administrator shall review the appeal, meet with the appellant if the CFD Administrator
deems necessary, and advise the appellant of its determination. If the CFD Administrator agrees with the
appellant, the CFD Administrator shall grant a credit to eliminate or reduce future Special Taxes on the
appellant's Assessor's Parcel(s). No refunds of previously paid Special Taxes shall be made.
The CFD Administrator shall interpret this Rate and Method of Apportionment and make determinations
relative to the annual levy and administration of the Special Taxes and any taxpayer who appeals, as herein
specified.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracina) Page 18
EXHIBIT "A"
DESCRIPTION OF AUTHORIZED SPECIAL TAX B SERVICES
COMMUNITY FACILITIES DISTRICT NO. 2015 -4 (TERRACINA)
OF THE CITY OF LAKE ELSINORE
The services which may be funded with proceeds of Special Tax B of CFD No. 2015 -4, as provided by Section
53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning, repairing and/or
replacing landscaped areas (may include reserves for replacement) in public street right -of -ways, public
landscaping, public open spaces and other similar landscaped areas officially dedicated for public use. These
services including the following:
(a) maintenance and lighting of parks, parkways, streets, roads and open space, which
maintenance and lighting services may include, without limitation, furnishing of electrical power to street
lights; repair and replacement of damaged or inoperative light bulbs, fixtures and standards; maintenance
(including irrigation and replacement) of landscaping vegetation situated on oradjacentto parks, parkways,
streets, roads and open space; maintenance and repair of irrigation facilities; maintenance of public signage;
graffiti removal from and maintenance and repair of public structures situated on parks, parkways, streets,
roads and open space; maintenance and repair of playground or recreation program equipment orfacilities
situated on any park; and
(b) maintenance and operation of water quality improvements which include storm drainage and
flood protection facilities, including, without limitation, drainage inlets, catch basin inserts, infiltration
basins, flood control channels, fossil fuel filters, and similar facilities. Maintenance services may include but
is not limited to the repair, removal or replacement of all or part of any of the water quality improvements,
fossil fuel filters within the public right -of -way including the removal of petroleum hydrocarbons and other
pollutants from water runoff, or appurtenant facilities, clearing of inlets and outlets; erosion repairs; and
cleanup to improvements, and other items necessary for the maintenance, servicing; or both of the water
quality basin improvements within flood control channel improvements; and
(c) public street sweeping, on the segments of the arterials within the boundaries of CFD No. 2015-
4; as well as local roads within residential subdivisions located within CFD No. 2015 -4; and any portions
adjacent to the properties within CFD No. 2015 -4; and
In addition to payment of the cost and expense of the forgoing services, proceeds of Special Tax B may be
expended to pay "Administrative Expenses," as said term is defined in the Rate and Method of
Apportionment.
City of Lake Elsinore
Community Facilities District No. 2015 -4 (Terracing) Page 19
FXHIRIT "R"
DESCRIPTION OF AUTHORIZED SPECIAL TAX C SERVICES
COMMUNITY FACILITIES DISTRICT NO. 2015-4 (TERRACINA)
OF THE CITY OF LAKE ELSINORE
The services which may be funded with proceeds of Special Tax C (Contingent) of CFD No. 2015 -4, as
provided by Section 53313 of the Act, will include all costs attributable to maintaining, servicing, cleaning,
repairing and /or replacing water quality improvements (may include reserves for replacement) in public
street right -of -ways, public landscaping, public open spaces and other similar landscaped areas officially
dedicated for public use.
The authorized Special Tax CServices include the maintenance (including irrigation and replacement)
of landscaping vegetation situated on or adjacent to parks, parkways, streets, roads and open space;
maintenance of natural, upgraded open space /hillsides including the fuel modification areas; maintenance
and repair of irrigation facilities; maintenance and operation of water quality improvements, which include
the bio- retention facility and appurtenances, which shall be maintained as described in the adopted
Terracina Specific Plan on file with the City of Lake Elsinore and as an exhibit in the Public Hearing Report.
Maintenance services may include, but are not limited to the repair, removal or replacement of all or part of
any of the water quality improvements
In addition to payment of the cost and expense of the forgoing services, proceeds of Special Tax C
(Contingent) may be expended to pay "Administrative Expenses," as said term is defined in the Rate and
Method of Apportionment.
City of Lake Elsinore
Community Facilities District No. 2015 -4 ( Terracina) Page 20