HomeMy WebLinkAboutCC Reso No 2016-143 CFD 2016-2 Canyon Hills Establish & Levy TaxesRESOLUTION NO. 2016 -143
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,
CALIFORNIA, ESTABLISHING COMMUNITY FACILITIES DISTRICT NO. 2016 -2 OF
THE CITY OF LAKE ELSINORE (CANYON HILLS), AUTHORIZING THE LEVY OF A
SPECIAL TAX THEREIN, CALLING AN ELECTION AND APPROVING AND
AUTHORIZING CERTAIN ACTIONS RELATED THERETO
Whereas, the City Council (Council) of the City of Lake Elsinore (City) has heretofore adopted
Resolution No. 2016 -120 (Resolution of Intention) stating its intention to form Community
Facilities District No. 2016 -2 of the City of Lake Elsinore (Canyon Hills) ( "Community Facilities
District No. 2016 -2" or the "District ") pursuant to the Mello -Roos Community Facilities Act of
1982, as amended, being Chapter 2.5 of Part 1 of Division 2 of Title 5 of the Government Code
of the State of California (the "Act "); and,
Whereas, a copy of Resolution No. 2016 -120 setting forth a description of the proposed
boundaries of Community Facilities District No. 2016 -2, the facilities and incidental expenses to
be financed by the District and the Rate and Method of apportionment of the special tax
proposed to be levied within the District is on file with the City Clerk; and, -
Whereas, notice was published and mailed to all landowners of the land proposed to be
included within the District as required by law relative to the intention of this Council to form
proposed Community Facilities District No. 2016 -2 and to levy a special tax and to incur bonded
indebtedness in the amount of up to $27,500,000 therein to finance the facilities and incidental
expenses described in Resolution No. 2016 -120; and,
Whereas, on December 13, 2016, this Council conducted a noticed Public Hearing as required
by law relative to the proposed formation of Community Facilities District No. 2016 -2, the levy of
the special tax therein and the issuance of bonded indebtedness by the District; and,
Whereas, at the December 13, 2016, Public Hearing there was filed with this Council a report
containing a description of the facilities necessary to meet the needs of the District and an
estimate of the cost of such facilities as required by Section 53321.5 of the Act (Engineer's
Report); and,
Whereas, at the December 13, 2016, Public Hearing all persons desiring to be heard on all
matters pertaining to the formation of Community Facilities District No. 2016 -2, the levy of the
special tax and the issuance of bonded indebtedness were heard and full and fair hearings were
held; and,
Whereas, following the Public Hearing, this Council has determined to authorize the formation
of the District to finance the types of facilities (Facilities) and the incidental expenses (Incidental
Expenses) set forth in Attachment "B" hereto, which are described in more detail in the
Engineer's Report; and,
Whereas, at the Public Hearing evidence was presented to this Council on the matters before it,
and the proposed special tax to be levied within the District was not precluded by a majority
protest of the type described in Section 53324 of the Act, and this Council at the conclusion of
the hearing was fully advised as to all matters relating to the formation of the District, the levy of
the special tax 5nd the issuance of bonded indebtedness therein; and,
CC Reso. No. 2016 -143
Page 2 of 6
Whereas, this Council has determined, based on a Certificate of Registrar of Voters of the
County of Riverside on file in the office of the City Clerk, that no registered voters have been
residing in the proposed boundaries of Community Facilities District No. 2016 -2 for each of the
90 days prior to December 13, 2016 and that the qualified electors in Community Facilities
District No. 2016 -2 are the landowners within the District; and,
Whereas, the property within proposed Community Facilities District No. 2016 -2 is located
within the boundaries of Improvement Area B (Improvement Area B) of City of Lake Elsinore
Community Facilities District No. 2003 -2 (Canyon Hills) and pursuant to the Rate and Method
(as defined below), the special tax for Community Facilities District No. 2016 -2 shall not be
levied until such time as the special tax lien of Improvement Area B of Community Facilities
District No. 2003 -2 has been extinguished with respect to the property within Community
Facilities District No. 2016 -2 and a notice of cancellation has been recorded to that effect in
accordance with Section 53344 of the Act; and,
Whereas, on the basis of all of the foregoing, this Council has determined to proceed with the
establishment of Community Facilities District No. 2016 -2 and to call an election therein to
authorize (i) the levy of special taxes pursuant to the Rate and Method of apportionment of the
special tax attached as Attachment "C" to the Resolution of Intention, as modified as set forth in
Attachment "A" attached hereto (as modified, the "Rate and Method "), (ii) the issuance of bonds
to finance the Facilities and Incidental Expenses, and (iii) the establishment of an appropriations
limit for Community Facilities District No. 2016 -2.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES
HEREBY RESOLVE, DETERMINE AND ORDERS AS FOLLOWS:
Section 1. Recitals. The foregoing recitals are true and correct.
Section 2. A community facilities district to be designated "Community Facilities District No.
2016 -2 of the City of Lake Elsinore (Canyon Hills)" is hereby established pursuant to the Act.
The Council hereby finds and determines that all prior proceedings taken with respect to the
establishment of the District were valid and in conformity with the requirements of law, including
the Act. This finding is made in accordance with the provisions of Section 53325.1(b) of the Act.
Section 3. The boundaries of Community Facilities District No. 2016 -2 are established as
shown on the map designated "Map of Proposed Boundaries of Community Facilities District
No. 2016 -2 of the City of Lake Elsinore (Canyon Hills) ", which map is on file in the office of the
City Clerk and was recorded pursuant to Sections 3111 and 3113 of the Streets and Highways
Code in the City of County Book of Maps of Assessment and Community Facilities Districts in
the Assessor - County Clerk- Recorder's office of the County of Riverside in Book No. 80 Page
No. 20, on November 4, 2016, as Instrument No. 2016 - 0490179.
Section 4. The types of Facilities and Incidental Expenses authorized to be provided for
Community Facilities District No. 2016 -2 are those set forth in Attachment "B" attached hereto.
The estimated cost of the Facilities and Incidental Expenses to be financed is set forth in the
Engineer's Report, which estimates may change as the Facilities are designed and bid for
construction and acquisition, as applicable.
The City is authorized by the Act to contribute revenue to, or to'construct or acquire the
Facilities, all in accordance with the Act. The Council finds and determines that the proposed
Facilities are necessary to meet the increased demand that will be placed upon local agencies
CC Reso. No. 2016 -143
Page 3 of 6
and public infrastructure as a result of new development within the District and that the Facilities
to be financed, including those to be financed pursuant to a joint community facilities agreement
to be entered into with the Elsinore Valley Municipal Water District (Water District), benefit
residents of the City and the future residents of the District. The District anticipates entering into
a joinT community facilities agreement with the Water District prior to the approval of the
issuance of bonds pursuant to the Act.
Section 5. Except where funds are otherwise available, it is the intention of this Council,
subject to the approval of the eligible voters of the District, to levy annually a special tax at the
rates set forth in Attachment "A" hereto on all non - exempt property within the District sufficient
to pay for (i) the Facilities, (ii) the principal and interest and other periodic costs on the bonds
proposed to be issued to finance the Facilities and Incidental Expenses, including the
establishment and replenishment of reserve funds, any remarketing, credit enhancement and
liquidity facility fees and other expenses of the type permitted by Section 53345.3 of the Act;
and (iii) the Incidental Expenses. The District expects to incur, and in certain cases has already
incurred, Incidental Expenses in connection with the creation of the District, the issuance of
bonds, the levying and collecting of the special tax, the completion and inspection of the
Facilities and the annual administration of the bonds and the District. The Rate and Method of
apportionment of the special tax is described in detail in Attachment "A" hereto and incorporated
herein by this reference, and the Council hereby finds that Attachment "A" contains sufficient
detail to allow each landowner within the District to estimate the maximum amount that may be
levied against each parcel. As described in greater detail in the Engineer's Report, which is
incorporated by reference herein, the special tax is based on the expected demand that each
parcel of real property within Community Facilities District No. 2016 -2 will place on the Facilities
and on the benefit that each parcel will derive from the right to access the Facilities and,
accordingly, is hereby determined to be reasonable. The Special Tax (as defined in the Rate
and Method of apportionment of the special tax) shall be levied on each assessor's parcel in
accordance with the Rate and Method of apportionment provided, however, that the Special Tax
shall not be levied after Fiscal Year 2057 -58. The special tax is apportioned to each parcel on
the foregoing bases pursuant to Section 53325.3 of the Act and such special tax is not on or
based upon the ownership of real property or the assessed value of real property.
If special taxes of the District are levied against any parcel used for private residential
purposes, (i) the maximum 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
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 two percent (2 %) per year to
the extent permitted in the Rate and Method of apportionment of the special tax set forth in
Attachment 'A" (ii) the Special Tax shall not be levied after Fiscal Year 2057 -58, and (iii) under
no circumstances will the 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 City Manager of the City of Lake Elsinore, 130 South Main Street, Lake Elsinore, California
92530, telephone number (951) 674 -3124, will be responsible for preparing annually, or
authorizing a designee to prepare, a current roll of special tax levy obligations by assessor's
parcel number and will be responsible for estimating 'future special tax levies pursuant to
Section 53340.2 of the Act.
CC Reso. No. 2016 -143
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Section 6. In the event that a portion of the property within Community Facilities District No.
2016 -2 shall become for any reason exempt, wholly or partially, from the levy of the special tax
specified in Attachment "A" hereto, or in the event of delinquencies in the payment of special
taxes levied, the Council shall, on behalf of Community Facilities District No. 2016 -2, increase
the levy to the extent necessary and permitted by law and these proceedings upon the
remaining property within Community Facilities District No. 2016 -2 which is not exempt or
delinquent in order to yield the required debt service payments on any outstanding bonds of the
District, or to prevent the District from defaulting on any of its other obligations or liabilities;
provided, however, under no circumstances will the special tax levied against any 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 amount of the special tax will be set in accordance with the Rate
and Method of apportionment of the special tax attached hereto as Attachment "A." The
obligation to pay special taxes may be prepaid only as set forth in Section G of Attachment "A"
hereto.
Section 7. Upon recordation of a notice of special tax lien pursuant to Section 3114.5 of the
Streets and Highways Code, a continuing lien to secure each levy of the special tax shall attach
to all non - exempt real property in the District and this lien shall continue in force and effect until
the special tax obligation is prepaid and permanently satisfied and the lien canceled in
accordance with law or until collection of the special tax by the District ceases.
Section 8. Consistent with Section 53325.6 of the Act, the Council finds and determines that
the land within Community Facilities District No. 2016 -2, if any, devoted primarily to agricultural,
timber or livestock uses and being used for the commercial production of agricultural, timber or
livestock products is contiguous to other land within Community Facilities District No. 2016 -2
and will be benefited by the Facilities proposed to be provided within Community Facilities
District No. 2016 -2.
Section 9. It is hereby further determined that there is no ad valorem property tax currently
being levied on property within proposed Community Facilities District No. 2016 -2 for the
exclusive purpose of paying the principal of or interest on bonds or other indebtedness incurred
to finance the construction of capital facilities which provide the same services to the territory of
Community Facilities District No. 2016 -2 as are proposed to be provided by the Facilities to be
financed by Community Facilities District No. 2016 -2.
Section 10. Written protests against the establishment of the District have not been filed by
one -half or more of the registered voters within the boundaries of the District or by the property
owners of one -half (1/2) or more of the area of land within the District. The Council hereby finds
that the proposed special tax has not been precluded by a majority protest pursuant to Section
53324 of the Act.
Section 11. An election is hereby called for Community Facilities District No. 2016 -2 on the
propositions of levying the special tax on the property within Community Facilities District No.
2016 -2 and establishing an appropriations limit for the District pursuant to Section 53325.7 of
the Act and shall be consolidated with the election on the proposition of incurring bonded
indebtedness, pursuant to Sections 53351 and 53353.5 of the Act. The language of the
propositions to be placed on the ballot is attached hereto as Attachment "C."
CC Reso. No. 2016 -143
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Section 12. The date of the election for Community Facilities District No. 2016 -2 on the
propositions of incurring the bonded indebtedness, authorizing the levy of the special tax and
establishing an appropriations limit for the District shall be December 13, 2016, or such later
date as is consented to by the City Clerk of the City; provided that, if the election is to take place
sooner than 90 days after December 13, 2016, then the unanimous written consent of each
qualified elector within the District to such election date must be obtained. The polls shall be
open for said election immediately following the close of the Public Hearing on December 13,
2016. The election shall be conducted by the City Clerk. Except as otherwise provided by the
Act, the election shall be conducted in accordance with the provisions of law regulating elections
of the City insofar as such provisions are determined by the City Clerk to be applicable. The
City Clerk is authorized to conduct the election following the adoption of this resolution, and all
ballots shall be received by, and the City Clerk shall close the election by, 11:00 p.m. on the
election day; provided the election shall be closed at such earlier time as all qualified electors
have voted as provided in Section 53326(d) of the Act. Pursuant to Section 53326 of the Act,
the ballots for the special election shall be distributed in person, or by mail with return postage
prepaid, to the qualified electors within Community Facilities District No. 2016 -2. The City Clerk
has secured a certificate from the Registrar of Voters of the County of Riverside certifying that
there were no registered voters within the District as of October 29, 2016. Accordingly, since
there were fewer than 12 registered voters within the District for each of the 90 days preceding
December 13, 2016, the qualified electors shall be the landowners within the District and each
landowner, or the authorized representative thereof, shall have one vote for each acre or portion
thereof that such landowner owns within Community Facilities District No. 2016 -2, as provided
in Section 53326 of the Act. The sole landowner within the District has executed and delivered
a waiver of certain election law requirements and consenting to the holding of the election on
December 13, 2016, which waiver is on file with the City Clerk.
Section 13. The preparation of the Engineer's Report is hereby ratified. The Engineer's
Report, as submitted, is hereby approved and was made a part of the record of the Public
Hearing regarding the formation of Community Facilities District No. 2016 -2. The Engineer's
Report is ordered to be kept on file with the transcript of these proceedings and open for public
inspection.
Section 14. This Resolution shall take effect immediately upon its adoption.
Passed and Adopted this 13th day of December, 2016.
Briah- Tisdale -Mayor
Attest:
Susan M. Domen, MMC
City Clerk
CC Reso. No. 2016 -143
Page 6 of 6
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.
CITY OF LAKE ELSINORE )
I, Susan M. Domen, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify
that Resolution No. 2016 -143 was adopted by the City Council of the City of Lake Elsinore,
California, at a Regular meeting held of December 13, 2016, and that the same was adopted by
the following vote:
AYES: Council Members Hickman, Johnson, Manos; Mayor Pro Tern Magee and Mayor Tisdale
NOES: None
ABSTAIN: None
ABSENT: None
Susan M. Domen, MMC
City Clerk
ATTACHMENT "A"
RATE AND METHOD OF APPORTIONMENT FOR
COMMUNITY FACILITIES DISTRICT NO. 2016 -2
OF THE CITY OF LAKE ELSINORE
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDR ) ss.
CITY OF LAKR ELSINORE )
(CANYON HILLS)
A -1
RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAXES FOR
COMMUNITY FACILITIES DISTRICT NO. 2016 -2 (CANYON HILLS)
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. 2016 -2 (Canyon Hills) ( "CFD No. 2016 -2 "). 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 CFD No. 2016 -2 by applying the appropriate
Special Tax for Developed Property, Approved Property, Undeveloped Property, and Provisional
Undeveloped 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. 2016 -2: 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. 2016 -2 or any designee thereof of complying with arbitrage
rebate requirements; the costs to the City, CFD No. 2016 -2 or any designee thereof of complying with
disclosure requirements of the City, CFD No. 2016 -2 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.
2016 -2 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. 2016 -2 for any other administrative purposes of CFD No. 2016 -2, 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 1st 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 1st 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.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by
Assessor's Parcel Number.
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 1
"Assessor's Parcel Number" means that number assigned to an Assessor's Parcel by the County for
purposes of identification.
"Assigned Special Tax" means the Special Tax of that name described in Section D below.
"Backup Special Tax" 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 within CFD No. 2016 -2 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 permit document(s) authorizing new construction on an Assessor's Parcel that are
issued or changed by the City after the first original issuance, as determined by the CFD Administrator as
necessary to fairly allocate Special Tax to the Assessor's Parcel, provided that following such
determination the Maximum Special Tax 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 Permit for 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 determining the
Special Tax Requirement, and providing for the levy and collection of the Special Taxes.
"CFD" or "CFD No. 2016 -2" means Community Facilities District No. 2016 -2 (Canyon Hills) established by
the City under the Act.
"CFD No. 2003 -2 IA B" means City of Lake Elsinore Community Facilities District No. 2003 -2 IA B (Canyon
Hills).
"CFD No. 2003 -2 IA B Annual Special Tax" means the Annual Special Tax actually levied for CFD No. 2003-
2 IA B.
"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. 2016 -2, 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 1St preceding the Fiscal Year in which the Special Tax is being
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 2
levied, and (ii) a Building Permit for new construction was issued on or before March 1St preceding the
Fiscal Year in which the Special Tax is being levied.
"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 pursuant to
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.
"Maximum Special Tax" means the maximum Special Tax, determined in accordance with Section D
below, that can be levied by CFD No. 2016 -2 in any Fiscal Year on any Assessor's Parcel.
"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 CFD 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 CFD 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
obligation for an Assessor's Parcel, as described in Section G.2.
"Prepayment Amount" means the amount required to prepay the Special Tax obligation in full for an
Assessor's Parcel, as described in Section G.I.
"Proportionately" means for Taxable Property for Special Tax that is (i) Developed Property, that the ratio
of the actual Special Tax levy to the Assigned Special Tax is the same for all Assessor's Parcels of Developed
Property, (ii) Approved Property, that the ratio of the actual Special Tax levy to the Maximum Special Tax
is the same for all Assessor's Parcels of Approved Property, and (iii) Undeveloped Property, Provisional
Undeveloped Property, that the ratio of the actual Special Tax levy per Acre to the Maximum Special Tax
per Acre is the same for all Assessor's Parcels of Undeveloped Property, Provisional Undeveloped
Property.
"Provisional Undeveloped Property" means all Assessor's Parcels of Taxable Property that would
otherwise be classified as Exempt Property pursuant to the provisions of Section F, but cannot be
classified as Exempt Property because to do so would be reduce the Acreage of all Taxable Property
below the required minimum Acreage set forth in Sections F.
"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 CFD Administrator.
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 3
"Single Family Residential Property" means all Assessor's Parcels of Residential Property other than
Multifamily Property on an Assessor's Parcel.
"Special Tax" means any of the special taxes authorized to be levied within CFD No. 2016 -2 pursuant to
the Act to fund the Special Tax Requirement.
"Special Tax 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 delinquencies, and (vi) the
collection or, accumulation of funds for the acquisition or construction of facilities authorized by CFD No.
2016 -2 provided that the inclusion of such amount does not cause an increase in the levy of Special Tax
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.
"Taxable Property" means all Assessor's Parcels within CFD No. 2016 -2, 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, Provisional Undeveloped Property.
B. SPECIAL TAX
Commencing Fiscal Year 2017 -2018 and for each subsequent Fiscal Year, upon determination by the CFD
Administrator that the Assessor's Parcels within CFD No. 2016 -2 are no longer required to pay the CFD
No. 2003 -2 IA B Annual Special Tax, the City Council shall levy Special Taxes on all Taxable Property, up to
the applicable Maximum Special Tax to fund the Special Tax Requirement; provided that in no event shall
the City Council levy the Special Tax on the Taxable Property in the District so long as such Taxable
Property is subject to the levy of Special Taxes by CFD 2003 -2 IA B.
C. ASSIGNMENT TO LAND USE CATEGORY FOR SPECIAL TAX
Each Fiscal Year, beginning with Fiscal Year 2017 -2018, each Assessor's Parcel within CFD No. 2016 -2 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
Provisional Undeveloped 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 rate.
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 4
D. MAXIMUM SPECIAL TAX
Developed Property
The Maximum Special Tax for each Assessor's Parcel of Single Family Residential Property in any Fiscal
Year shall be the greater of (i) the Assigned Special Tax or (ii) the Backup Special Tax.
The Maximum Special Tax for each Assessor's Parcel of Non - Residential Property or Multifamily
Residential Property shall be the applicable Assigned Special Tax described in Table 1 of Section D.
Assigned Special Tax
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. The Assigned Special Tax
applicable to an Assessor's Parcel of Developed Property for Fiscal Year 2017 -2018 shall be determined
pursuant to Table 1 below.
TABLE 1
ASSIGNED SPECIAL TAX FOR DEVELOPED PROPERTY
Land Use Category
Taxable
Unit
Building Square Footage
Assigned
Special Tax Per
Taxable Unit
$1,352.47
1. Single Family Residential Property
RU
Less than 1,175 sq. ft
2. Single Family Residential Property
RU
1,175 sq. ft to 1,324 sq. ft
$1,472.54
3. Single Family Residential Property
RU
1,325 sq. ft to 1,549 sq. ft
$1,667.82
4. Single Family Residential Property
RU
1,550 sq. ft to 1,649 sq. ft
$1,787.89
5. Single Family Residential Property
RU
1,650 sq. ft to 1,749 sq. ft
$1,906.65
6. Single Family Residential Property
RU
1,750 sq. ft to 1,949 sq. ft
$1,975.26
7. Single Family Residential Property
RU
1,950 sq. ft to 2,199 sq. ft
$2,042.55
8. Single Family Residential Property
RU
2,200 sq. ft to 2,449 sq. ft
$2,282.70
9. Single Family Residential Property
RU
2,450 sq. ft to 2,699 sq. ft
$2,402.77
10. Single Family Residential Property
RU
2,700 sq. ft to 2,949 sq. ft
$2,524.16
11. Single Family Residential Property
RU
Greater than 2,949 sq. ft
$2,762.99
12. Multifamily Property
RU
N/A
$791.69
13. Non - Residential Property
Acre
N/A
$6,597.39
On each July 1, commencing July 1, 2018, the Assigned Special Tax rate for Developed Property shall
be increased by two percent (2.00%) 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 levied on an Assessor's Parcel shall be the sum of the Maximum Special
Tax for all Land Use Categories located on the Assessor's Parcel. The CFD Administrator's allocation to
each type of property shall be final.
e. Backup Special Tax
The Backup Special Tax for an Assessor's Parcel within a Final Map classified or to be classified as Single
Family Property shall be $2,483 per unit. This Backup Special Tax 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
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 5
or modified, the Backup Special Tax for all Assessor's Parcels within such changed or modified area
shall be $17,307 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 for all Assessor's Parcels within such Final Map shall be $17,307 per Acre.
The Backup Special Tax shall not apply to Multifamily Residential Property, or Non - Residential
Property.
On each July 1, commencing July 1, 2018, the Backup Special Tax rate shall be increased by two percent
(2.00%) of the amount in effect in the prior Fiscal Year.
2. Approved Property
The Maximum Special Tax for each Assessor's Parcel of Approved Property expected to be classified as
Single Family Property shall be the Backup Special Tax computed pursuant to Section D.1.c above.
The Maximum Special Tax for each Assessor's Parcel of Approved Property expected to be classified as
Multifamily Residential Property or Non - Residential Property shall be $17,307 per Acre.
On each July 1, commencing July 1, 2018, the Maximum Special Tax rate for Approved Property shall
be increased by two percent (2.00%) of the amount in effect in the prior Fiscal Year.
3. Undeveloped Property and Provisional Undeveloped Property that is not Exempt Property
pursuant to the provisions of Section F
The Maximum Special Tax for each Assessor's Parcel of Undeveloped Property and Provisional
Undeveloped Property that is not Exempt Property shall be equal to the product of $17,307 multiplied
by the Acreage of such Assessor's Parcel.
On each July 1, commencing July 1, 2018, the Maximum Special Tax rate for Undeveloped and
Provisional Undeveloped Property shall be increased by two percent (2.00%) of the amount in effect
in the prior Fiscal Year.
E. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing Fiscal Year 2017 -2018 and for each subsequent Fiscal Year, the City Council shall levy Special
Taxes on all Taxable Property in accordance with the following steps:
Step One: The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed
Property at up to 100% of the applicable Assigned Special Tax rates in Table 1 to satisfy
the Special Tax Requirement.
Step Two: If additional moneys are needed to satisfy the Special Tax Requirement after the first step
has been completed, the Special Tax shall be levied Proportionately on each Assessor's
Parcel of Approved Property at up to 100% of the Maximum Special Tax applicable to each
such Assessor's Parcel as needed to satisfy the Special Tax Requirement.
Step Three: If additional moneys are needed to satisfy the Special Tax Requirement after the first two
steps have been completed, the Annual Special Tax shall be levied Proportionately on
each Assessor's Parcel of Undeveloped Property up to 100% of the Maximum Special Tax
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 6
applicable to each such Assessor's Parcel as needed to satisfy the Special Tax
Requirement.
Step Four: If additional moneys are needed to satisfy the Special Tax Requirement after the first
three steps have been completed, then the Special Tax on each Assessor's Parcel of
Developed Property whose Maximum Special Tax is the Backup Special Tax shall be
increased Proportionately from the Assigned Special Tax up to 100% of the Backup Special
Tax as needed to satisfy the Special Tax Requirement.
Step Five: If additional moneys are needed to satisfy the Special Tax Requirement after the first four
steps have been completed, the Special Tax shall be levied Proportionately on each
Assessor's Parcel of Provisional Undeveloped Property up to 100% of the Maximum
Special Tax applicable to each such Assessor's Parcel as needed to satisfy the Special Tax
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 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.
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
102.01 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 102.01 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 102.01 Acres will be classified as Provisional Undeveloped
Property, and will be subject to Special Tax pursuant to Step Five in Section E.
G. PREPAYMENT OF SPECIAL TAX
The following additional definitions apply to this Section G:
"CFD Public Facilities" means $19,195,434 expressed in 2017 dollars, which shall increase by the
Construction Inflation Index on July 1, 2018, 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. 2016 -2, -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 levied under this Rate and Method of
Apportionment.
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 7
"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. 2016 -2.
"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
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.
1. Prepayment in Full
The Maximum Special Tax 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 obligation applicable to
an Assessor's Parcel may be fully prepaid and the obligation to pay the Special Tax 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 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:
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 8
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:
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 8
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 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 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 for the Assessor's Parcel.
3. Divide the Maximum Special Tax derived pursuant to paragraph 2 by the total amount of Special
Taxes that could be levied at the Maximum Special Tax at build out of all Assessor's Parcels of Taxable
Property based on the applicable Maximum Special Tax for Assessor's Parcels of Developed Property
not including any Assessor's Parcels for which the Special Tax obligation has been previously prepaid.
4. Multiply the quotient derived pursuant to paragraph 3 by the principal amount of the
Outstanding Bonds to determine the amount of Outstanding Bonds to be redeemed with the
Prepayment Amount (the "Bond Redemption Amount ").
5. Multiply the Bond Redemption Amount by the applicable redemption premium, if any, on the
Outstanding Bonds to be redeemed (the "Redemption Premium ").
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
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 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
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 9
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 evqnt 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 prepayments
of Outstanding Bonds or to make debt service payments.
As a result of the payment of the current Fiscal Year's Special Tax levy as determined pursuant to
paragraph 9 above, the CFD Administrator shall remove the current Fiscal Year's Special Tax levy for the
Assessor's Parcel from the County tax roll. With respect to any Assessor's Parcel for which the Maximum
Special Tax 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 obligation and the release of the Special
Tax lien for the Assessor's Parcel, and the obligation to pay the Special Tax for such Assessor's Parcel shall
cease.
Notwithstanding the foregoing, no Special Tax prepayment shall be allowed unless the amount of
Maximum Special Tax 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 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 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 Amount
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 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 obligation for
the Assessor's Parcel shall notify the CFD Administrator of (i) such owner's intent to partially prepay the
City of Lake Elsinore
Community Facilities District No. 2016 -2 (Canyon Hills) Page 10
Maximum Special Tax obligation, (ii) the percentage of the Maximum Special Tax 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 Amount for the
Assessor's Parcel. A Partial Prepayment Amount 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
Amount.
With respect to any Assessor's Parcel for which the Maximum Special Tax obligation is partially prepaid,
the CFD Administrator shall (i) distribute the Partial Prepayment Amount 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 Amount
for the Assessor's Parcel and that a portion of the Special Tax obligation equal to the remaining percentage
(1.00 - F) of Special Tax obligation will continue on the Assessor's Parcel pursuant to Section E.
H. TERMINATION OF SPECIAL TAX
For each Fiscal Year that any Bonds are outstanding the Special Tax shall be levied on all Assessor's Parcels
subject to the Special Tax. The Special Tax shall cease not later than the 2057 -2058 Fiscal Year, however,
Special Tax will cease to be levied in an earlier Fiscal Year if the CFD Administrator has determined (i) that
all the required interest and principal payments on the CFD No. 2016 -2 Bonds have been paid; (ii) all
authorized facilities of CFD No. 2016 -2 have been acquired and all reimbursements to the developer have
been paid, (iii) no delinquent Special Tax remain uncollected and (iv) all other obligations of CFD No. 2016-
2 have been satisfied.
I. MANNER OF COLLECTION
The Special Tax shall be collected in the same manner and at the same time as ordinary ad valorem
property taxes, provided, however, that CFD No. 2016 -2 may collect Special Tax 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.
J. 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. 2016 -2 (Canyon Hills) Page 11
ATTACHMENT "B"
Types of Facilities
to Be Types of Facilities
to Be Financed by Community
Facilities District No. 2016 -2 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 ") (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 (iii) the payment of all amounts necessary to pay, repay or defease any
obligation to pay or any indebtedness secured by any special tax levied for Improvement Area B
of the City of Lake Elsinore Community Facilities District No. 2003 -2 (Canyon Hills) within the
area of the District, 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.
As
ATTACHMENT "C"
BALLOT PROPOSITIONS
COMMUNITY FACILITIES DISTRICT NO. 2016 -2
OF THE CITY OF LAKE ELSINORE (CANYON HILLS)
SPECIAL TAX AND SPECIAL BOND ELECTION
December 13, 2016
PROPOSITION A: Shall Community Facilities District
No. 2016 -2 of the City of Lake Elsinore (Canyon Hills)
(the "District ") incur an indebtedness and issue bonds in
the maximum principal amount of $27,500,000, with YES
interest at a rate or rates not to exceed the maximum
interest rate permitted by law, to finance the Facilities NO_
and the Incidental Expenses described in the resolution
establishing the District, adopted by the City Council of
the City of Lake Elsinore on December 13, 2016 (the
"Resolution of Formation ")?
PROPOSITION B: Shall a special tax with a rate and
method of apportionment as provided in Attachment "A"
to the Resolution of Formation be levied to pay for the
Facilities, Incidental Expenses and other purposes
described in the Resolution of Formation, including the YES
payment of the principal of and interest on bonds issued
to finance the Facilities and Incidental Expenses? NO_
PROPOSITION C: For each year commencing with
Fiscal Year 2016 -2017, shall the appropriations limit, as YES
defined by subdivision (h) of Section 8 of Article XIII B of
the California Constitution, for Community Facilities NO_
District No. 2016 -2 be an amount equal to $5,000,000?
C -1